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home >> charity search >> the oakhaven trust
Finance Score: 1
Governance Score: 3
Support Score: 6
  • Liabilities <10%: +3
  • Strong growth: +2
  • Deficit latest year: -2
  • Fundraising costs high: -2
  • Gender balanced board: +3
  • Overall weighted support: +6
Overall GiG Score: 10 ?

THE OAKHAVEN TRUST

Providing excellence in care and promoting the best quality of life for people living with a life-limiting condition and their families. Meeting the end-of-life care needs of our local community through the provision of specialist services combined with support, education, partnership working and collaboration with others. Patients receive expert, dignified, compassionate and supportive care.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • More than half of total income was derived from trading and fees in the latest year
  • There has been strong growth in spending over the last 5 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

Financial issues to consider:

  • Income was lower than spending in the latest year
  • Fundraising costs are high relative to funds raised

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
31/03/24£7,472£9,025£-1,553£708£10,483£9,21612.3262450
31/03/23£8,762£7,992£769£1,856£11,949£10,42415.7248450
31/03/22£8,591£7,007£1,584£1,603£11,279£10,43317.9224407
31/03/21£7,567£6,204£1,363£2,593£9,382£9,13617.7200458
31/03/20?£4,904£4,871£32£1,290£7,420£7,22617.8179445
31/03/18£4,342£4,857£-514£1,868£6,930£6,79616.81820
31/03/17£3,720£5,033£-1,313£1,489£7,186£7,08116.92120
31/03/16£4,714£4,413£301£1,294£8,296£8,25222.41960
31/03/15£4,038£4,128£-91£1,159£8,161£8,12123.6910
31/03/14£3,892£3,679£213£995£7,958£7,53324.6830
31/03/13£3,219£3,260£-41£900£7,704£7,60928610
31/03/12£2,954£3,119£-166£852£7,532£7,46728.7610
31/03/11£2,563£3,042£-480£830£7,634£5552.2590
31/03/10£2,560£3,097£-537£818£7,533£7,42328.8520
31/03/09£3,161£2,687£475£794£7,686£6,64529.7520
31/03/08£3,182£2,555£627£801£7,863£7,34034.5500
31/03/07£4,170£2,286£1,883£673£7,177£6,92036.3460
31/03/06*£2,566£1,951£615n/an/an/an/an/an/a
31/03/05£2,669£1,968£701n/an/an/an/an/an/a
31/03/04£2,537£1,837£700n/an/an/an/an/an/a
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 23.8%
Fundraising Costs/Total Spending: 7.9%
Senior Staff Costs/Total Spending: 10%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 7%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 88%
Reserves/Spending: 12.3 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.2
Asset Split ?
Balance Sheet History
Established: 35 years

www.oakhavenhospice.co.uk

fundraising@oakhavenhospice.co.uk

01590613025

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Education/Training
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • General Community services
How it operates
  • Other charitable activities
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Hampshire,
Who it helps
  • Elderly/Old People
  • Other Defined Groups
  • People With Disabilities
  • 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
Masonic Trust£36,470
The Grocers' Charity£9,500
Sir Jules Thorn Charitable Trust£5,000
Specific Donations
Amount When
Months		 To be used for
The Grocers' Charity - 2024 Match - Oakhaven Hospice Trust
£2,000 20/10/2023
to support nursing care for end-of-life patients at home and support for bereaved relations
Masonic Trust - MCF Hospice UK Partnership
£35,000 31/03/2022
Expanding Oakhaven Day Hospice to meet the needs of Progressive Neurological Disease Patients and their Carers in the New Forest, Totton and Waterside - Reimagining Day Hospice Services
Masonic Trust - MCF Hospice
£1,470 10/11/2021
Unrestricted funding for hospices
Sir Jules Thorn Charitable Trust - Oakhaven Hospice Trust - 05/05/21
£5,000 14/06/2021
Core Funding
The Grocers' Charity - 2021 - Oakhaven Hospice Trust
£2,500 24/03/2021
Supporting people with medical conditions
The Grocers' Charity - 2020 Oakhaven Hospice Trust
£5,000 24/04/2020
Purchasing a piece of equipment, printing materials or another tangible project

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split
Based on 10/11 persons

Age Range of Trustees: 51-84
  • ADRIAN NOEL BUNSTON Appointed: 2017, Occupation: Chartered Accountant
  • AMANDA PROUT Appointed: 2022, Occupation: Business Consultant Retired
  • DAVID CHRISTOPHER WANSEY MA Appointed: 2017
  • DEBBIE WARE Appointed: 2014, Occupation: Solicitor
  • DR RACHEL ANDERSON Appointed: 2019, Occupation: Physicians
  • JEREMY PAYNE Appointed: 2021, Occupation: Fundraiser
  • JEREMY CALDWELL Appointed: 2011, Occupation: Estate Agent
  • MEL KENDAL (Chair) Appointed: 2015, Occupation: Financial Adviser
  • PETER DUNFORD Appointed: 2009, Occupation: Company Chairman
  • ROSALIND JANE MORGAN Appointed: 2019, Occupation: Retired
  • SUSAN MARY EUSTACE SHEARMAN Appointed: 2018, Occupation: Company Director
Legal constitution
  • Charitable company registered in England & Wales on 13/11/1989, number: 900215
  • Registered at Companies House on 23/10/1989, number: 02435177
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Care Quality Commission
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
  • 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; AR06: 1 days late,
Main office

OAKHAVEN HOSPICE
LOWER PENNINGTON LANE
PENNINGTON
LYMINGTON
SO41 8ZZ

Objectives

THE RELIEF OF THE AGED OR THE SICK BY MEANS OF THE PROVISION OF RESIDENTIAL AND DAY ACCOMMODATION (INCLUDING NURSING, MEDICAL AND OTHER CARE) FOR SUCH PERSONS.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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