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Swansea Bay University LHB Charitable Fund and Other Related Charities

RegisteredRegistered charity number 1122805BaglanHealth and saving lives
Income£1.4m2025-03-31
Spending£1.2msame year
Spent / received110%5-year average
Size in its cause91st pctHealth and saving lives
Registered2008Other
Employees4latest return

Analysis

Swansea Bay University LHB Charitable Fund and Other Related Charities is a registered charity in England and Wales, based in Baglan. It was registered in February 2008, 18 years ago. Its declared purposes cover the advancement of health or saving of lives, which this site groups under health and saving lives. It says it makes grants to organisations and provides other finance.

In the financial year ending March 2025, Swansea Bay University LHB Charitable Fund and Other Related Charities reported income of £1.4m and spending of £1.2m, spending 89% of its income. Across the 5 years on record, from March 2021 to March 2025, income fell from £1.5m to £1.4m (-9.3%), an average of -2.4% a year. The sharpest change came in the year to March 2025, when income rose by 66%. Over the whole period it spent 110% of the income it received.

Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, Swansea Bay University LHB Charitable Fund and Other Related Charities sits at the 91st percentile: it is larger than about 91% of them. Against every charity in England and Wales with reported income it ranks in the 95th percentile. Charities of a similar size with the same main cause include First Steps Ed (£1.4m), Osel Enterprises Limited (£1.4m) and Caia Park Partnership Limited (£1.4m).

In its latest detailed accounts, income came from donations and legacies 83%, investments 11% and charitable activities 5.5%. Gifts in wills alone brought in £568k. Charitable activities took 76% of spending and raising funds 17%. Reserves of £5.1m would cover about 45 months of spending at that rate. It employed 4 people.

Income and spending

£0£386k£772k£1.2m£1.5m2021 Income: £1,543,0002021 Spending: £1,200,00020212022 Income: £1,152,0002022 Spending: £1,314,00020222023 Income: £871,0002023 Spending: £1,378,00020232024 Income: £842,0002024 Spending: £1,225,00020242025 Income: £1,399,0002025 Spending: £1,250,0002025
IncomeSpending

Where the income comes from

  • Donations 42%
  • Legacies 41%
  • Charitable activities 5.5%
  • Trading 0.1%
  • Investments 11%

In the charity's own words

To support the provision of Healthcare to the population of the Swansea and Neath, Port Talbot areas

Similar-sized charities, same cause

CharityLocationIncome
First Steps EdDerby£1.4m
Osel Enterprises LimitedNewport£1.4m
Caia Park Partnership LimitedWrexham£1.4m
The Russell Martin FoundationSouthwick£1.4m