Finance Score: 3

Governance Score: 3

Support Score: 6

Liabilities <10%: +3
Excess liquidity: -1
Income diversified: +3
Reasonable growth: +1
Fundraising costs high: -3

Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 12

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
Income generation is well diversified
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent 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:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
Fundraising costs are 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	Volun- teers
31/03/23		£8,762	£7,992	£769	£1,856	£11,949	£10,424	15.7	248	450
31/03/22		£8,591	£7,007	£1,584	£1,603	£11,279	£10,433	17.9	224	407
31/03/21		£7,567	£6,204	£1,363	£2,593	£9,382	£9,136	17.7	200	458
31/03/20		£4,904	£4,871	£32	£1,290	£7,420	£7,226	17.8	179	445
31/03/19		£5,204	£4,839	£366	£1,868	£7,406	£7,240	18	181	450
31/03/18		£4,342	£4,857	£-514	£1,868	£6,930	£6,796	16.8	182	0
31/03/17		£3,720	£5,033	£-1,313	£1,489	£7,186	£7,081	16.9	212	0
31/03/16		£4,714	£4,413	£301	£1,294	£8,296	£8,252	22.4	196	0
31/03/15		£4,038	£4,128	£-91	£1,159	£8,161	£8,121	23.6	91	0
31/03/14		£3,892	£3,679	£213	£995	£7,958	£7,533	24.6	83	0
31/03/13		£3,219	£3,260	£-41	£900	£7,704	£7,609	28	61	0
31/03/12		£2,954	£3,119	£-166	£852	£7,532	£7,467	28.7	61	0
31/03/11		£2,563	£3,042	£-480	£830	£7,634	£555	2.2	59	0
31/03/10		£2,560	£3,097	£-537	£818	£7,533	£7,423	28.8	52	0
31/03/09		£3,161	£2,687	£475	£794	£7,686	£6,645	29.7	52	0
31/03/08		£3,182	£2,555	£627	£801	£7,863	£7,340	34.5	50	0
31/03/07		£4,170	£2,286	£1,883	£673	£7,177	£6,920	36.3	46	0
31/03/06	*	£2,566	£1,951	£615	£0	£0	£0	n/a	0	0
31/03/05		£2,669	£1,968	£701	£0	£0	£0	n/a	0	0
31/03/04		£2,537	£1,837	£700	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 29.4%
Fundraising Costs/Total Spending: 23.4%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 5%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 87%
Reserves/Spending: 15.7 months
Net Current Assets/Spending: 7 months
Quick Ratio: 1.5

Asset Split ?

Established: 34 years

www.oakhavenhospice.co.uk

fundraising@oakhavenhospice.co.uk

01590613025

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

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 works here?

248 employees
450 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

Masonic Trust	£36,470
The Grocers' Charity	£7,500
Sir Jules Thorn Charitable Trust	£5,000

Specific Donations

Amount	When Months	To be used for
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: 50-83

AMANDA PROUT Appointed: 2022, Occupation: Business Consultant Retired

MEL KENDAL (Chair) Appointed: 2015, Occupation: Financial Adviser

ADRIAN NOEL BUNSTON Appointed: 2017, Occupation: Chartered Accountant

DAVID CHRISTOPHER WANSEY MA Appointed: 2017, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST THOMAS WITH ALL SAINTS, LYMINGTON, WINCHESTER,

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

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