BOURNEMOUTH AND POOLE HEALTHCARE TRUST (1)
Financial health, per its FY2024 accounts
The accounts state that unrestricted reserves increased to £2,670,580, which the trustees consider sufficient to fund planned future equipment and maintain activities in the event of a significant drop in funding. The charity reported a net income surplus of £329,181 for the year, driven by strong trading performance from its subsidiary. The auditor confirmed that resources are adequate to continue as a going concern with no material uncertainties identified.
What the accounts disclose
“It is the policy of the charity to build and maintain sufficient unrestricted funds so that it can fund planned future equipment expenditure requirements. The trustees consider that reserves at this level will ensure that, in the event of a significant drop in funding, they will be able to continue the charity’s planned funding commitments and maintain its current activities while consideration is given to ways in which additional funds may be raised.” — page 4
“Private Health University Hospitals Dorset Limited (formerly The Bournemouth Private Clinic Limited) is a wholly owned subsidiary of the charity.” — page 5
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- ANDREW GUY MONAHAN
- Abigail Jane Daughters
- Martin Schuster-Bruce
- Robert Duncan Howell
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £4.4m | £4.2m |
| 31/03/2024 | £4.1m | £3.7m |
| 31/03/2023 | £4.1m | £3.5m |
| 31/03/2022 | £4.0m | £3.8m |
| 31/03/2021 | £2.1m | £2.2m |
Common questions
Is BOURNEMOUTH AND POOLE HEALTHCARE TRUST (1) financially healthy?
The accounts state that unrestricted reserves increased to £2,670,580, which the trustees consider sufficient to fund planned future equipment and maintain activities in the event of a significant drop in funding. The charity reported a net income surplus of £329,181 for the year, driven by strong trading performance from its subsidiary. The auditor confirmed that resources are adequate to continue as a going concern with no material uncertainties identified. Its FY2024 accounts were audited by TC Group.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| RAISING HEALTH | 1 | £386k |
| THE CARLTON HAYES MENTAL HEALTH CHARITY | 1 | £220k |
| THE BRITISH DIABETIC ASSOCIATION | 1 | £184k |
| BRITISH HEART FOUNDATION | 1 | £100k |
| THE HEALTH FOUNDATION | 1 | £100k |
| Arthritis UK | 1 | £97k |
| PROSTATE CANCER UK | 1 | £76k |
| THE JEAN SHANKS FOUNDATION | 1 | £25k |