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home >> charity search >> forest holme hospice charity
Finance Score: 7
Governance Score: 2
Support Score: 5
  • Liabilities <10%: +3
  • Excess reserves: -3
  • Income diversified: +3
  • Large legacies income: +1
  • Fundraising costs low: +3
  • Dynamic board: +3
  • Mainly female board: -1
  • Overall weighted support: +5
Overall GiG Score: 14 ?

FOREST HOLME HOSPICE CHARITY

The Charity administers funds for the provision of patient care and staff welfare at Forest Holme, a residential establishment for palliative care.
Analysis by Giving is Great

Positives:

  • The charity has received backing from several prominent grant makers recently
  • This charity has a robust balance sheet
  • Income generation is well diversified
  • This charity has received considerable income from legacies in recent years
  • Spending has increased over the last 3 years relative to the previous period
  • Fundraising costs are low relative to funds raised
  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • The Board is predominantly female
  • Over half the Board have joined recently

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £2,311,000 available, equivalent to 32 months of spending and so may not be able to utilise additional funding

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit £k		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
31/03/23£1,169£876£293£70£2,373£2,31131.7375
31/03/22£859£857£2£190£2,113£2,06328.9890
31/03/21£981£680£301£185£2,063£2,05636.37100
31/03/20£782£648£134£185£1,721£1,71431.7691
31/03/19£958£742£216£231£1,595£1,59225.78117
31/03/18£969£673£296£192£1,367£1,36224.380
31/03/17£620£546£74£181£1,069£1,06423.460
31/03/16£703£619£84£167£975£97518.950
31/03/15£417£609£-192n/an/an/an/an/an/a
31/03/14£1,394£1,757£-363£144£1,076£1,0767.350
31/03/13£341£684£-343n/an/an/an/an/an/a
31/03/12£299£202£97n/an/an/an/an/an/a
31/03/11£404£179£225n/an/an/an/an/an/a
31/03/10£1,275£185£1,090£43£1,441£0n/a00
31/03/09£247£168£80n/an/an/an/an/an/a
31/03/08£203£177£26n/an/an/an/an/an/a
31/03/07£130£172£-43n/an/an/an/an/an/a
31/03/06*£122£130£-8n/an/an/an/an/an/a
31/03/05*£203£137£65n/an/an/an/an/an/a
31/03/04*£160£123£37n/an/an/an/an/an/a
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 7.4%
Fundraising Costs/Total Spending: 8%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 31.7 months
Net Current Assets/Spending: 21 months
Quick Ratio: 37.2
Asset Split ?
Balance Sheet History
Established: 31 years

www.forestholmehospice.org.uk

fundraising@forestholmehospice.org.uk

01202 670644

Charity Commission for England and WalesFacebookInstagramX
UN SDGs
?
Listed activities
  • Other Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Hospice & bereavement services
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Dorset, Poole,
Who it helps
  • Other Defined Groups
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years
Wolfson Foundation£60,000
National Lottery Community Fund£19,999
Co-Operative Group£2,377
Masonic Trust£500
Specific Donations
Amount When
Months		 To be used for
Masonic Trust - MCF Matched Funding
£500 04/12/2023
Unrestricted matched funding in partnership with the local masonic province
Co-Operative Group - Grant to Sports For Champions UK CIC
£2,377 22/10/2022
We will offer 10 free inspirational workshops to local Schools with an Olympic athlete to promote physical and mental well-being! We will also set up a fundraising campaign for each school!
Wolfson Foundation - Grant to Forest Holme Hospice Charity
£60,000 08/06/2022
Refurbishment of Forest Holme Hospice
National Lottery Community Fund - Forest Holme Bereavement Support Service
£9,999 08/10/2021
The funding will be used to help fund the 'Bereavement Support Service' and pop-in afternoons. The project aims to provide a safe environment where the bereaved can explore feelings of loneliness isolation emptiness anger and guilt and find ways to ....more
National Lottery Community Fund - Bereavement Counselling
£10,000 22/05/2020
12
The funding will be used to provide bereavement support session for those who have lost loved ones to Covid-19. The project aims to help those grieving to come to terms with their loss.
Co-Operative Group - Grant to Forest Holme Hospice Charity
£4,309 19/11/2018
We want to provide yoga classes for cancer patients to deal with the uncomfortable side-effects of treatment and rollercoaster of emotions.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split

  • ANGELA SMITH (Chair) Appointed: 2018
  • CARLA LOUISE HOBBY Appointed: 2024
  • CHARLOTTE ELIZABETH LILLEY Appointed: 2022
  • DR BEVERLEY JAYNE LEE Appointed: 2018
  • KAREN MARGARET JOHNSON Appointed: 2019
  • LAVINA CLARKE Appointed: 2022
  • LEWIS ERCOLO HAMM Appointed: 2022
  • LYNN MARIE CHERRETT Appointed: 2022
  • ROSEMARY LEWIS FCCA Appointed: 2016, Occupation: Retired
  • RICHARD MACMILLAN Appointed: 2022
Legal constitution
  • Charity registered in England & Wales on 25/05/1994, number: 1038021
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls 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
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR06: 1 days late, AR05: 1 days late, AR04: 1 days late,
Main office

Forest Holme
5 Seldown Road
Poole
BH15 1TS

Objectives

TO RELIEVE THE SUFFERING OF PEOPLE WITH ANY CHRONIC OR POTENTIALLY LIFE THREATENING DISEASE SUCH AS CANCER AND TO SUPPORT THEIR CARERS

Defined Area of Benefit:

NOT DEFINED IN PRACTICE THE COUNTY OF DORSET

Data Sources

Charity Commission for England and Wales
360 Giving

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