Finance Score: -3

Governance Score: 6

Support Score: 7

Liabilities <10%: +3
Excess reserves: -2
Large legacies income: +1
Fundraising costs high: -5

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 10

WELDMAR HOSPICECARE

Provision of specialist palliative care to adults and their families, principally in the north, south, and west of Dorset. The charity has locally based community nurses who visit patients at home, a twelve bed Inpatient Unit in Dorchester, and a hospice at home service, as well as a range of support including physiotherapy, occupational therapy, and wellbeing services for patients and loved ones,

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £22,215,680 available, equivalent to 26 months of spending and so may not be able to utilise additional funding
Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£10,354	£10,400	£-46	£3,441	£22,246	£22,216	25.6	261	945
31/03/22		£13,990	£9,376	£4,614	£3,085	£23,094	£23,094	29.6	242	1,029
31/03/21		£10,805	£8,603	£2,202	£2,829	£17,989	£16,757	23.4	217	600
31/03/20		£9,473	£9,082	£392	£3,553	£13,886	£12,858	17	237	400
31/03/19		£9,383	£8,943	£440	£3,554	£14,413	£13,352	17.9	219	1,170
31/03/18		£8,883	£8,943	£-60	£3,490	£13,557	£12,573	16.9	224	0
31/03/17		£7,612	£8,962	£-1,350	£3,109	£13,635	£12,685	17	224	0
31/03/16		£7,968	£8,603	£-635	£2,864	£13,837	£13,008	18.1	230	0
31/03/15		£7,785	£7,910	£-125	£2,533	£13,842	£13,042	19.8	167	0
31/03/14		£8,238	£8,138	£101	£2,608	£13,391	£12,651	18.7	162	0
31/03/13		£6,265	£7,575	£-1,310	£2,185	£13,046	£12,302	19.5	163	0
31/03/12		£6,969	£7,366	£-398	£1,866	£13,640	£12,981	21.1	152	0
31/03/11		£5,547	£7,458	£-1,911	£1,566	£13,981	£13,413	21.6	155	0
31/03/10		£6,092	£6,322	£-230	£1,282	£14,232	£13,666	25.9	151	0
31/03/09		£5,729	£6,066	£-337	£1,124	£13,110	£12,683	25.1	136	0
31/03/08		£5,515	£5,350	£166	£908	£14,740	£14,170	31.8	129	0
31/03/07		£5,047	£4,821	£226	£764	£14,855	£14,456	36	125	0
31/03/06		£4,650	£4,244	£406	£0	£0	£0	n/a	0	0
31/03/05	*	£5,196	£3,387	£1,809	£0	£0	£0	n/a	0	0
31/03/04		£3,540	£2,491	£1,049	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 67.5%
Fundraising Costs/Total Spending: 33.6%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 2%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 25.6 months
Net Current Assets/Spending: 6 months
Quick Ratio: 8

Asset Split ?

Established: 34 years

www.weldmarhospicecare.org

sarah.harbige@weld-hospice.org.uk

01305 215300

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

Provides services

Where it operates

Dorset,

Who it helps

Elderly/Old People
Other Defined Groups
The General Public/Mankind

Who works here?

261 employees
945 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Wolfson Foundation	£47,000
Masonic Trust	£27,155
Co-Operative Group	£6,631
Dorset Community Foundation	£5,000

Specific Donations

Amount	When Months	To be used for
Dorset Community Foundation - Weldmar at Home
£5,000	14/03/2022	To support the development of the Weldmar at Home service
Masonic Trust - MCF Festival
£1,500	18/01/2022	providing specialist end of life care
Wolfson Foundation - Grant to Weldmar Hospicecare
£47,000	09/12/2021	Construction of a garden room in the grounds of the inpatient unit
Masonic Trust - MCF Hospice
£1,655	10/11/2021	Unrestricted funding for hospices
Co-Operative Group - Grant to Weldmar Hospicecare
£3,326	23/10/2021	Our aim is to provide bespoke and tailored bereavement support for all loved ones who have lost someone within our care.
Sir Jules Thorn Charitable Trust - Weldmar Hospicecare - 04/05/21
£5,000	14/06/2021	Core Funding
Masonic Trust - MCF Hospice UK Partnership
£24,000	31/03/2021	Making Weldmar Hospicecare Accessible to All. - Widening Access – Improving Equality and Diversity in Hospice Care
Co-Operative Group - Grant to Weldmar Hospicecare
£3,305	24/10/2020	Funding would help us provide day services to patients with cancer and other progressive conditions, such as motor neurone disease.
Masonic Trust - Hospice Grant
£3,004	19/10/2016	Core funding for hospices

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 56-77

DR JONATHAN DE KRETSER Appointed: 2023

JEAN PIERRE LAMBERT Appointed: 2021, Occupation: Retired

MARK ADDISON Appointed: 2023, Occupation: Retired

PETER LOCKE LOVIBOND Appointed: 2021, Occupation: Retired

VICKI HAVERCROFT DIXON Appointed: 2022

DAVINA SMITH Appointed: 2013, Occupation: Retired

JAMES DAVID EDWARD JOICEY-CECIL Appointed: 2008, Occupation: Chartered Accountant

STEPHEN BAYNARD (Chair) Appointed: 2011, Occupation: Retired

SUSAN HAWKETT Appointed: 2015, Occupation: Retired Civil Servant

THE VISCOUNT FITZHARRIS, Other trusteeship: THE EARL OF MALMESBURY'S CHARITABLE SETTLEMENT,

TANYA GRANT Appointed: 2015, Occupation: Bursar

DAVID JOHN FRENCH Appointed: 2019, Occupation: Retired Company Director, Other trusteeships: MILBORNE LADYBIRDS PLAYGROUP, MILTON ABBAS STREET FAIR TRUST,

Legal constitution

Charitable company registered in England & Wales on 28/09/1990, number: 1000414
Registered at Companies House on 10/07/1990, number: 02520727

Gift Aid

Registered with HMRC for Gift Aid

Event History

21/04/2021 - Asset transfer in from THE WEATHERBURY SINGERS
31/08/2022 - Asset transfer in from INNER WHEEL CLUB OF DORCHESTER CHARITY FUND

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR05: 1 days late,

Recent reorganisation events:

Asset transfer in from THE WEATHERBURY SINGERS on 21/04/2021
Asset transfer in from INNER WHEEL CLUB OF DORCHESTER CHARITY FUND on 31/08/2022

Main office

Weldmar Hospicecare
Herringston Road
DORCHESTER
Dorset
DT1 2SL

Objectives

TO PROMOTE THE RELIEF OF SICKNESS BY SUCH CHARITABLE MEANS AS THE COMPANY SHALL FROM TIME TO TIME THINK FIT AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF SUCH OBJECTS) A) BY ESTABLISHING, MAINTAINING AND CONDUCTING A RESPITE CARE CENTRE AND HOSPICE TO BE KNOWN AS THE DORSET RESPITE AND HOSPICE CENTRE B) BY ESTABLISHING, MAINTAINING AND CONDUCTING OTHER HOSPITALS, RESIDENTIAL NURSING HOMES AND CLINICS IN ENGLAND OR WALES FOR THE RECEPTION AND CARE OF PERSONS OF EITHER SEX WHO ARE SUFFERING FROM ANY ILLNESS, DISABILITY, DISEASE OR OTHER INFIRMITY WHETHER PHYSICAL OR MENTAL AND BY PROVIDING MEDICAL OR OTHER TREATMENT AND ATTENTION FOR ANY SUCH PERSONS AS AFORESAID C) BY PROMOTING OR ASSISTING IN THE TEACHING OR TRAINING OF DOCTORS, NURSES, PHYSIOTHERAPISTS AND OTHER PERSONS ENGAGED IN ANY BRANCH OF MEDICINE, SURGERY, NURSING OR ALLIED SERVICES D) BY CONDUCTING OR PROMOTING RESEARCH INTO THE CARE AND TREATMENT OF PERSONS SUFFERING FROM ANY ILLNESS, DISABILITY, DISEASE OR INFIRMITY AND PARTICULARLY INTO THE CARE AND TREATMENT OF PERSONS SUFFERING FROM CANCER OR TERMINAL ILLNESSES AND TO DISSEMINATE THE RESULTS THEREOF TO THE PUBLIC E) BY PROVIDING OR ASSISTING IN THE PROVISION OF SPIRITUAL HELP AND GUIDANCE FOR ANY PERSONS RESIDENT (EITHER AS PATIENTS OR OTHERWISE) OR WORKING IN ANY SUCH CENTRE HOSPICE HOSPITAL OR HOME AS A AFORESAID

Defined Area of Benefit:

NOT DEFINED IN PRACTICE DORSET

Data Sources