Finance Score: 7

Governance Score: 3

Support Score: 6

Liabilities <10%: +3
Excess reserves: -3
Income diversified: +3
Large legacies income: +1
Fundraising costs low: +3

Dynamic board: +3

Grant maker support: +6

Overall GiG Score: 16

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
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£1,169	£876	£293	£70	£2,373	£2,311	31.7	3	75
31/03/22		£859	£857	£2	£190	£2,113	£2,063	28.9	8	90
31/03/21		£981	£680	£301	£185	£2,063	£2,056	36.3	7	100
31/03/20		£782	£648	£134	£185	£1,721	£1,714	31.7	6	91
31/03/19		£958	£742	£216	£231	£1,595	£1,592	25.7	8	117
31/03/18		£969	£673	£296	£192	£1,367	£1,362	24.3	8	0
31/03/17		£620	£546	£74	£181	£1,069	£1,064	23.4	6	0
31/03/16		£703	£619	£84	£167	£975	£975	18.9	5	0
31/03/15		£417	£609	£-192	£0	£0	£0	n/a	0	0
31/03/14		£1,394	£1,757	£-363	£144	£1,076	£1,076	7.3	5	0
31/03/13		£341	£684	£-343	£0	£0	£0	n/a	0	0
31/03/12		£299	£202	£97	£0	£0	£0	n/a	0	0
31/03/11		£404	£179	£225	£0	£0	£0	n/a	0	0
31/03/10		£1,275	£185	£1,090	£43	£1,441	£0	n/a	0	0
31/03/09		£247	£168	£80	£0	£0	£0	n/a	0	0
31/03/08		£203	£177	£26	£0	£0	£0	n/a	0	0
31/03/07		£130	£172	£-43	£0	£0	£0	n/a	0	0
31/03/06	*	£122	£130	£-8	£0	£0	£0	n/a	0	0
31/03/05	*	£203	£137	£65	£0	£0	£0	n/a	0	0
31/03/04	*	£160	£123	£37	£0	£0	£0	n/a	0	0

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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 ?

Established: 30 years

www.forestholmehospice.org.uk

fundraising@forestholmehospice.org.uk

01202 670644

Charity Commission for England and Wales

Tweets

Listed activities

Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice 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 works here?

3 employees
75 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	£60,000
National Lottery Community Fund	£19,999
Co-Operative Group	£2,377

Specific Donations

Amount	When Months	To be used for
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 ....more 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 manage them
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 (9)

Current Trustees appointed

Gender Split

ANGELA SMITH (Chair) Appointed: 2018

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

RICHARD MACMILLAN Appointed: 2022

ROSEMARY LEWIS FCCA Appointed: 2016, Occupation: Retired, Other trusteeship: THE PURBECK SCHOOL DEVELOPMENT TRUST,

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