Finance Score: -1

Governance Score: 0

Support Score: 4

Excess reserves: -2
Large legacies income: +1

Grant maker support: +4

Overall GiG Score: 3

UNIVERSITY HOSPITALS DORSET NHS CHARITY

The Charity undertakes as part of its fundraising, various activities involving both staff and the general public to generate income. All income is utilised for the benefit of staff and patient welfare within the Trust.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
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

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £6,862,000 available, equivalent to 29 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	Volun- teers
31/03/23	£3,983	£2,842	£1,141	£537	£12,704	£6,862	29	25
31/03/22	£10,291	£2,668	£7,623	£560	£12,004	£3,496	15.7	8
31/03/21	£1,295	£1,394	£-99	£348	£4,168	£1,752	15.1	5
31/03/20	£1,386	£1,091	£295	£384	£3,414	£680	7.5	200
31/03/19	£1,770	£2,230	£-460	£380	£3,357	£1,205	6.5	200
31/03/18	£1,524	£2,047	£-523	£466	£3,673	£1,887	11.1	0
31/03/17	£1,645	£3,048	£-1,403	£347	£4,074	£2,352	9.3	0
31/03/16	£1,509	£2,031	£-522	£204	£4,874	£2,728	16.1	0
31/03/15	£1,155	£1,599	£-444	£234	£5,506	£3,225	24.2	0
31/03/14	£1,259	£1,497	£-238	£193	£5,661	£3,411	27.3	0
31/03/13	£2,061	£1,517	£544	£145	£5,689	£3,715	29.4	0
31/03/12	£1,352	£1,620	£-268	£210	£4,852	£3,041	22.5	0
31/03/11	£1,688	£1,543	£145	£164	£5,159	£3,490	27.1	0
31/03/10	£1,964	£1,447	£517	£128	£4,927	£3,399	28.2	0
31/03/09	£2,569	£1,296	£1,273	£167	£3,971	£2,950	27.3	0
31/03/08	£1,382	£961	£421	£195	£3,413	£2,542	31.7	0
31/03/07	£1,546	£975	£571	£172	£3,457	£425	5.2	0
31/03/06	£1,195	£991	£204	£0	£0	£0	n/a	0
31/03/05	£1,065	£535	£530	£0	£0	£0	n/a	0
31/03/04	£1,131	£786	£345	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 14.8%
Fundraising Costs/Total Spending: 18.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 21%
Liabilities/Income: 86%
Unrestricted Funds/Total Funds: 54%
Reserves/Spending: 29 months
Net Current Assets/Spending: 21 months
Quick Ratio: 2.4

Asset Split ?

Established: 28 years

http://www.uhdcharity.org

uhd.charity@uhd.nhs.uk

03300194060

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Makes Grants to Organisations

Where it operates

Dorset, Hampshire, Wiltshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
25 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.

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Matched Funding
£3,268	13/01/2022	Unrestricted matched funding in partnership with the local masonic province
Pears Foundation - Grant to Bournemouth Hospital Charity
£75,741	12/08/2019 24	Pears #iwill Fund: Developing the Youth Volunteer Service at Royal Bournemouth and Christchurch Hospitals NHS Foundation Trust
National Lottery Community Fund - Combatting stress - Resilience Training
£9,750	13/07/2018 12	The funding will be used to deliver a programme of personal resilience training for hospital staff. The project aims to promote positivity and to reduce stress.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

University Hospitals Dorset NHS FT

Legal constitution

Charity registered in England & Wales on 06/08/1996, number: 1057366

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: ROYAL BOURNEMOUTH AND CHRISTCHURCH HOSPITALS RHEUMATOLOGY FUND
Linked charity: ROYAL BOURNEMOUTH AND CHRISTCHURCH HOSPITALS NHS FOUNDATION TRUST GENERAL FUND
Linked charity: ROYAL BOURNEMOUTH AND CHRISTCHURCH HOSPITALS NHS FOUNDATION TRUST RESEARCH FUNDS
Linked charity: PALLIATIVE CARE UNIT CHARITABLE FUND
28/07/2020 - Asset transfer in from SUSTAIN - STROKE UNIT SUPPORT TRUST AND INFORMATION NETWORK
23/03/2022 - Asset transfer in from BOURNEMOUTH VOLUNTARY CARE COMMITTEE FOR TUBERCULOSIS AND DISEASES OF THE CHEST
14/03/2023 - Asset transfer in from THE LOGRES TRUST
17/11/2023 - Asset transfer in from THE FRIENDS OF THE BOURNEMOUTH EYE UNIT
Linked charity: THE STROKE REHABILITATION UNIT CHARITY
Linked charity: ROYAL BOURNEMOUTH AND CHRISTCHURCH HOSPITALS
Linked charity: ROYAL BOURNEMOUTH AND CHRISTCHURCH HOSPITALS NHS FOUNDATION TRUST MEDICAL EQUIPMENT FUND

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
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from SUSTAIN - STROKE UNIT SUPPORT TRUST AND INFORMATION NETWORK on 28/07/2020
Asset transfer in from BOURNEMOUTH VOLUNTARY CARE COMMITTEE FOR TUBERCULOSIS AND DISEASES OF THE CHEST on 23/03/2022
Asset transfer in from THE LOGRES TRUST on 14/03/2023
Asset transfer in from THE FRIENDS OF THE BOURNEMOUTH EYE UNIT on 17/11/2023

Main office

ROYAL BOURNEMOUTH HOSPITAL
CASTLE LANE EAST
BOURNEMOUTH
BH7 7DW

Objectives

FOR ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE NATIONAL HEALTH SERVICE WHOLLY OR MAINLY FOR THE SERVICE PROVIDED BY THE UNIVERSITY HOSPITALS DORSET NHS FOUNDATION TRUST

Defined Area of Benefit:

NOT DEFINED

Data Sources