Weldmar Hospicecare

Charity number: 1000414
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provision of specialist palliative care to adults and their families, principally in the north, south, and west of Dorset. The charity has locally based community nurses who visit patients at home, a twelve bed Inpatient Unit in Dorchester, and a hospice at home service, as well as a range of support including physiotherapy, occupational therapy, and wellbeing services for patients and loved ones,

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£10,444,185

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Donations and legacies £2.34m
Charitable activities £2.69m
Other trading activities £4.84m
Investments £525.31k
Other £45.49k

Total expenditure:
£11,540,076

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Raising funds £3.83m
Charitable activities £7.71m
Other £0

£474,801 investments gains (losses)

Total income includes £2,689,710 from 2 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £3.83m
Charitable expenditure £7.71m

People

261 Employee(s)

11 Trustee(s)

920 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£70k to £80k 1
£80k to £90k 1
£90k to £100k 2
£100k to £110k 1
£110k to £120k 2
£140k to £150k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Elderly/old People
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Services
Where the charity operates:
  • Dorset

Governance

Registration history:
  • 28 September 1990: Standard registration
  • 21 April 2021: Funds received from 1137187 THE WEATHERBURY SINGERS
  • 31 August 2022: Funds received from 1030696 INNER WHEEL CLUB OF DORCHESTER CHARITY FUND
  • 12 November 2024: Funds received from 263416 THE LEAGUE OF FRIENDS OF LYME REGIS AND DISTRICT H...
Organisation type:
Charitable company
Other names:
  • JOSEPH WELD & TRIMAR HOSPICE AND CANCERCARE DORSET (Previous name)
  • JOSEPH WELD AND TRIMAR HOSPICE TRUST (Previous name)
  • JOSEPH WELD HOSPICE TRUST (Previous name)
  • THE DORSET RESPITE AND HOSPICE TRUST (Previous name)
  • WELDMAR HOSPICECARE TRUST (Previous name)
Company number:
02520727 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
STEPHEN BAYNARD Chair
None on record
Dr Jonathan de Kretser Trustee 15 September 2023
None on record
Mark Addison Trustee 15 September 2023
None on record
Vicki Havercroft Dixon Trustee 22 September 2022
None on record
Peter Locke Lovibond Trustee 15 June 2021
None on record
David John French Trustee 16 May 2019
MILTON ABBAS STREET FAIR TRUST
Received: On time
MILBORNE LADYBIRDS PLAYGROUP
Received: On time
Tanya Grant Trustee 23 July 2015
None on record
Susan Hawkett Trustee 22 January 2015
None on record
DAVINA SMITH Trustee 24 July 2013
None on record
JAMES DAVID EDWARD JOICEY-CECIL Trustee
None on record
THE VISCOUNT FITZHARRIS Trustee
THE EARL OF MALMESBURY'S CHARITABLE SETTLEMENT
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £9.47m £10.80m £13.99m £10.35m £10.44m
Total expenditure £9.08m £8.60m £9.38m £10.40m £11.54m
Income from government contracts N/A £1.85m N/A N/A N/A
Income from government grants N/A £3.36m £4.47m £38.98k £2.69m
Income - Donations and legacies £2.63m £3.53m £5.01m £2.93m £2.34m
Income - Other trading activities £4.49m £1.84m £4.21m £4.78m £4.84m
Income - Charitable activities £1.94m £5.21m £4.51m £2.25m £2.69m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £254.58k £218.72k £249.42k £391.95k £525.31k
Income - Other £159.95k £417 £8.49k £0 £45.49k
Income - Legacies £1.89m £2.23m £3.75m £1.85m £1.37m
Expenditure - Charitable activities £5.49m £5.73m £6.22m £6.90m £7.71m
Expenditure - Raising funds £3.60m £2.88m £3.16m £3.50m £3.83m
Expenditure - Governance £18.67k £23.67k £0 £26 £19.93k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £43.84k £46.57k £73.39k £56.83k £66.08k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £5.46m £6.09m £6.00m £5.89m £5.28m
Long-term investments £6.42m £9.06m £11.21m £10.78m £11.02m
Other assets £2.64m £3.47m £6.51m £6.12m £6.13m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £637.21k £626.03k £621.83k £549.36k £802.71k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 26 November 2024 On Time
Accounts and TAR 31 March 2024 26 November 2024 On Time Download Open in new window
Annual return 31 March 2023 24 October 2023 On Time
Accounts and TAR 31 March 2023 24 October 2023 On Time Download Open in new window
Annual return 31 March 2022 08 December 2022 On Time
Accounts and TAR 31 March 2022 08 December 2022 On Time Download Open in new window
Annual return 31 March 2021 31 January 2022 On Time
Accounts and TAR 31 March 2021 31 January 2022 On Time Download Open in new window
Annual return 31 March 2020 30 October 2020 On Time
Accounts and TAR 31 March 2020 30 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION OF 10TH JULY 1990 AS AMENDED SEPTEMBER 1995, 23 SEPTEMBER 2002 AND 18 DECEMBER 2006 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28/11/2013 as amended on 05 Mar 2021 as amended on 05 Mar 2021 as amended on 18 Nov 2021 as amended on 16 Nov 2023

Charitable objects

TO PROMOTE THE RELIEF OF SICKNESS BY SUCH CHARITABLE MEANS AS THE COMPANY SHALL FROM TIME TO TIME THINK FIT AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF SUCH OBJECTS) A) BY ESTABLISHING, MAINTAINING AND CONDUCTING A RESPITE CARE CENTRE AND HOSPICE TO BE KNOWN AS THE DORSET RESPITE AND HOSPICE CENTRE B) BY ESTABLISHING, MAINTAINING AND CONDUCTING OTHER HOSPITALS, RESIDENTIAL NURSING HOMES AND CLINICS IN ENGLAND OR WALES FOR THE RECEPTION AND CARE OF PERSONS OF EITHER SEX WHO ARE SUFFERING FROM ANY ILLNESS, DISABILITY, DISEASE OR OTHER INFIRMITY WHETHER PHYSICAL OR MENTAL AND BY PROVIDING MEDICAL OR OTHER TREATMENT AND ATTENTION FOR ANY SUCH PERSONS AS AFORESAID C) BY PROMOTING OR ASSISTING IN THE TEACHING OR TRAINING OF DOCTORS, NURSES, PHYSIOTHERAPISTS AND OTHER PERSONS ENGAGED IN ANY BRANCH OF MEDICINE, SURGERY, NURSING OR ALLIED SERVICES D) BY CONDUCTING OR PROMOTING RESEARCH INTO THE CARE AND TREATMENT OF PERSONS SUFFERING FROM ANY ILLNESS, DISABILITY, DISEASE OR INFIRMITY AND PARTICULARLY INTO THE CARE AND TREATMENT OF PERSONS SUFFERING FROM CANCER OR TERMINAL ILLNESSES AND TO DISSEMINATE THE RESULTS THEREOF TO THE PUBLIC E) BY PROVIDING OR ASSISTING IN THE PROVISION OF SPIRITUAL HELP AND GUIDANCE FOR ANY PERSONS RESIDENT (EITHER AS PATIENTS OR OTHERWISE) OR WORKING IN ANY SUCH CENTRE HOSPICE HOSPITAL OR HOME AS A AFORESAID

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED IN PRACTICE DORSET

Contact information

Address:
Weldmar Hospicecare
Herringston Road
DORCHESTER
Dorset
DT1 2SL
Phone:
01305 215300
Email:
sarah.harbige@weld-hospice.org.uk
Website:

www.weldmarhospicecare.org Open in new window