Finance Score: 0

Governance Score: 5

Support Score: 0

Good reserves management: +3
Strong growth: +2
Fundraising costs high: -5

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: 5

BOURNEMOUTH AND POOLE HEALTHCARE TRUST

Activities carried out through trading subsidiary.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

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
31/03/23		£4,066	£3,511	£555	£3,375	£2,341	£2,341	8	0
31/03/22		£3,952	£3,776	£176	£3,711	£1,786	£1,786	5.7	0
31/03/21		£2,106	£2,161	£-55	£1,944	£1,488	£1,488	8.3	0
31/03/20		£2,874	£2,958	£-84	£2,496	£1,692	£1,692	6.9	2
31/03/19		£2,445	£2,687	£-241	£2,482	£1,777	£1,777	7.9	2
31/03/18	*	£1,697	£1,932	£-235	£1,770	£2,018	£2,018	12.5	2
31/03/17		£2,235	£2,506	£-271	£0	£2,264	£2,264	10.8	4
31/03/16		£3,157	£3,160	£-3	£0	£2,525	£2,525	9.6	0
31/03/15		£4,138	£4,475	£-337	£19	£2,528	£2,528	6.8	4
31/03/14		£3,826	£4,222	£-396	£25	£2,864	£2,864	8.1	4
31/03/13		£3,673	£3,564	£109	£11	£3,260	£3,260	11	4
31/03/12		£4,105	£2,439	£1,666	£10	£3,151	£3,151	15.5	9
31/03/11		£3,636	£2,741	£895	£7	£1,485	£1,485	6.5	9
31/03/10		£3,569	£3,338	£231	£9	£590	£590	2.1	3
31/03/09		£0	£4	£-4	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 90.1%
Fundraising Costs/Total Spending: 96.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 33%
Liabilities/Income: 28%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 8 months
Net Current Assets/Spending: 8 months
Quick Ratio: 2.7

Asset Split ?

Established: 16 years

www.bournemouthprivateclinic.co.uk

BPCFinance@uhd.nhs.uk

03000194393

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Bournemouth,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-63

DEBORAH MARY FLEMING Appointed: 2021, Occupation: Chief Executive

MARK MOULD Appointed: 2021, Occupation: Chief Operating Officer

MARTIN SCHUSTER-BRUCE Appointed: 2021, Occupation: Company Director

RICHARD IAN RENAUT Appointed: 2021, Occupation: Company Director

PETE PAPWORTH Appointed: 2017, Occupation: Accountant

Legal constitution

Charitable company registered in England & Wales on 29/01/2008, number: 1122497
Registered at Companies House on 19/11/2007, number: 06430101

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

15 returns made; AR18: 15 days late,

Main office

ROYAL BOURNEMOUTH HOSPITAL
CASTLE LANE EAST
BOURNEMOUTH
BH7 7DW

Objectives

THE ADVANCEMENT OF HEALTH FOR THE PUBLIC BENEFIT THROUGH THE FINANCIAL SUPPORT OF THE ROYAL BOURNEMOUTH AND CHRISTCHURCH HOSPITALS NHS FOUNDATION TRUST (OR ITS SUCCESSORS) IN SUCH MANNER AS MAY FROM TIME TO TIME BE CHARITABLE AT LAW.

Defined Area of Benefit:

BOURNEMOUTH

Data Sources