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Charity Details

 

NHS Forth Valley Endowment Funds

SC035953Registered charity from 01 April 2004
2MB ZIP file, with green, blue and mono style logos
2MB ZIP file, with green, blue and mono style logos
Charity Information:
The Name the Charity is Known By Forth Valley Giving
Address NHS Forth Valley
Carseview House
Castle Business Park
Stirling
Postcode FK9 4SW
Regulatory Type Standard
Object:
‘the advancement of health’
Operations:
What the charity is set up to do and how it does this:
The Charity's main objective is "the advancement of health" including the prevention or relief of sickness, disease or human suffering within Forth Valley. Endowments Funds may not however be utilised to substitute for a core provision within the NHS Board's financial plans. Nor should endowment funds be used to cover a responsibility of the NHS Board that is a direct requirement of health and safety or employment law or ministerial policy direction. An employee of the Board or the Trustees may only benefit from the charity, where such expenditure is incidental to (and necessary for) that public benefit to be realised. The Charity furthers its charitable objective through the provision of patient welfare & amenities, the purchase of equipment and services, the development of medical research, the support of staff educational opportunities and a number of other social investments. The Charity also provides grants to other non-profit organisations in furtherance of the objectives.
Charity Status: Active
Constitutional Form: Statutory corporation (Royal Charter etc)
Constitutional Form Date: 01 Apr 2004
Main Operating Location: Falkirk
Number of Staff: 3
Number of Volunteers: 0
Purposes: "the advancement of health"
Beneficiaries: "People with disabilities or health problems"
Types Of Activity Undertaken: "It makes grants, donations or gifts to organisations", "It carries out activities or services itself"
Annual Submissions:
Year End Income Expenditure Annual Return Received Accounts Received Latest Annual Reports and Accounts
31 Mar 2022 £268,290 £345,444 15 Nov 2022 Yes
31 Mar 2023 £482,135 £500,750 21 Nov 2023 Yes
31 Mar 2024 £416,285 £509,077 18 Dec 2024 Yes
31 Mar 2025 £409,466 £454,937 22 Sept 2025 Yes
31 Mar 2026 £241,325 £371,608 29 Jun 2026 Yes Download
If an annual return has been received on time (within nine months of the Year End Date), the 'Annual Return Received' box is green   . If an annual return is late, the box is red   .
Income and Expenditure:
Charity Trustees:
First Name Last Name
No charity trustee information available
From 09 March 2026, OSCR is required by law to publish the names of a charity’s trustees as part of its Scottish Charity Register entry. We are also required to publish each charity’s annual report and accounts as received from this date, which may include the names of certain individuals. The only exceptions to publication are where a charity or one of its charity trustees applies for this information to be excluded, and OSCR is satisfied that publishing it would jeopardise the safety or security of a person or premises.

If the charity trustee information on a Register entry appears blank, this may mean that an exemption applies or that the charity has not yet provided the required details to OSCR. Supplying this information will become mandatory as part of future annual submissions.
Copyright

From 30 June 2025, OSCR began collecting charity trustee information through OSCR Online. Providing this information is a legal requirement for all charities. The names of trustees will be published on the Scottish Charity Register from early 2026 to promote transparency and strengthen public trust in the sector.

© Office of the Scottish Charity Regulator 2006. Crown Database Right 2006.

The Scottish Charity Register ("The Register") is subject to Crown database right.

The Scottish Charity Register is licenced under the Open Government Licence v3.0.

Open Government Licence logo

When you use this information under the OGL, you should include the following attribution: © Crown Copyright and database right 2020. Contains information from the Scottish Charity Register supplied by the Office of the Scottish Charity Regulator and licensed under the Open Government Licence v.3.0.

Charity accounts and constitution – what information do we publish?

The Scottish Charity Register contains key information about a charity’s operations and finances. This includes:

  • the names of a charity’s trustees (exemptions apply)
  • its annual report and full accounts, if submitted after 9 March 2026
    (Accounts submitted prior to 9 March 2026 will be redacted, or may not be published, depending on the charity’s income level or legal form.)

These changes are designed to improve transparency across the charity sector in Scotland.

Please note that we accept no responsibility for the functionality, accuracy, or content of external websites. If you experience a technical issue with an external link, you should contact the charity directly.

Under section 23(1)(a) and (b) of the Charities and Trustee Investment (Scotland) Act 2005, you have the right to request the following information directly from the charity:

  • a copy of the charity’s latest statement of accounts
  • a copy of the charity’s constitution
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