2025-03-31-accounts

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ANNUAL REPORT 2024/25 University Hospitals Dorset NHS Charity Registe{ ChartyNo10573f

As I look back on the past year, I’m filled with deep admiration for the extraordinary spirit that drives our charity forward; a spirit of kindness, community, and commitment.

3 Chair’s Welcome

4 Aims and Objectives 4 Charitable Purpose 5 Mission, Values and Goals 5 Fundraising Practices 6-7 Facts and Figures 8-16 Looking Back at 2024-25 17 Corporate Champions 18 Gully’s Place 19 SPRING 20-23 Spend - What We Achieved Together in 2024-25 24 Support Across Our Hospitals 25 Future Plans and Objectives 26 Fundraising Policy 26 Reserves Policy 26 Reference and Administrative Details 27 Trustee 28 Structure, Governance and Management 29 Risk Managment 30-59 Annual Accounts 60 Thank You

2024/25 has been a year of connection, compassion, and momentum. From children’s elf dashes along the prom to courageous climbs up Kilimanjaro, each act of generosity has shaped our progress and brought comfort and care to those who need it most. Behind every pound raised is a story - a story of remembrance, resilience, or simple human “ kindness. Together, they form a powerful narrative of hope and healing.

To our dedicated hospital staff, tireless volunteers, generous donors, and brilliant charity team: thank you. Your energy, passion, and belief in what we do ensure that we can continue going above and beyond NHS funding to create a better experience for patients, families, and staff at our Hospitals.

A standout highlight has been the launch of the BEACH Appeal , the Charity’s most ambitious fundraising campaign to date. Designed to enhance care in the new sixstorey BEACH Building at Royal Bournemouth Hospital, the appeal has already raised over £641,000 towards a £1.5 million goal. Whether through support for an additional CT scanner in the new Emergency Department to significantly reduce waiting times, interactive sensory rooms to aid young patients’ mental wellbeing when coming into hospital unexpectedly, or a peaceful Critical Care Garden for ICU patients, their families and our hardworking ICU staff - every donation is helping to transform the future of care for Dorset.

And we mustn’t forget our corporate champions , who have gone above and beyond to stand beside us. With partners like Morebus, HOT Radio, and Haskins Garden Centres, we are not only raising funds - we are building lasting relationships that continue to grow our reach and amplify our message.

Looking ahead, we remain focused on completing the BEACH Appeal, expanding support for our hospital teams, and ensuring that everyone who steps through our doors feels the warmth, dignity, and excellence they deserve. Thank you for standing with us. Let’s keep building something extraordinary together.

The year has also been rich with personal stories of generosity: from Joshie’s handmade rainbow headbands to fund epilepsy pillows for children, to the wonderful Knit and Natter group’s tireless support of Gully’s Place; from community walks around our beautiful county to daring skydives to memory evenings on the prom lit with lanterns - all demonstrating just how deeply our cause resonates.

With warmest regards,

Claire Whitaker CBE, Chair of Charitable Funds Committee

AIMS AND OBJECTIVES ee

University Hospitals Dorset NHS Charity raises funds to enhance the care and treatment of patients accessing NHS services at Poole, Royal Bournemouth and Christchurch Hospitals by fundraising to provide enhanced facilities and support NHS staff health, wellbeing and development.

We help hospital staff provide the very best care and treatments to our local community. Whether it is funding state-of-the-art equipment and modern patient environments or the small but meaningful things like activity boxes for dementia patients, our charity and lifeline of supporters make invaluable differences to help improve the lives of our patients and staff.

University Hospitals Dorset NHS Charity supports every area of the Trust and enables supporters to donate directly to a clinical area or hospital of their choice across all three hospitals.

CHARITABLE PURPOSE

University Hospitals Dorset NHS Charity legal purpose is to raise funds for any purposes relating to the NHS wholly or mainly for the services provided by the University Hospitals Dorset NHS Foundation Trust.

The charity supports both capital and ongoing projects that are in line with the Hospitals vision and strategy, and that which will enhance the provision of care and treatment to our patients.

The charity raises funds to:

Enhance patient care and comfort

Working with the community and our supporters we aim to speed up patient treatment, reduce anxiety, aid quicker recovery, provide less intrusive treatment and improve the health and wellbeing of both patients and staff within the Poole, Royal Bournemouth and Christchurch hospitals.

Provide state-of-the-art and extra equipment and facilities

Invest in our experienced staff to support improved patient health and wellbeing

MISSION, VALUES AND GOALS

University Hospitals Dorset NHS Charity mission is:

integrity

compassion

To enhance the care and treatment of patients accessing NHS services at Poole, Royal Bournemouth and Christchurch Hospitals by fundraising to provide enhanced facilities, state-of-the-art equipment and to support NHS staff health, wellbeing and development to enable the hospitals to deliver safe and high-quality care.

innovation

These are reflected in the Trust values: we are caring, we are one team, we listen to understand, we are always improving, we are open, honest and inclusive.

At University Hospitals Dorset NHS Charity, we are committed to ensuring our supporters and donors are treated fairly and with respect. We comply with charity sector best practice across all our fundraising activities and look for ways to improve, innovate and be more economical alongside adopting new regulations. We are a member of the Fundraising Regulator and have complied with all fundraising standards as far as the charity is aware in 2024/25.

To work alongside the Trust to enhance the experience of patients and staff above and beyond what can be delivered through core funding.

To deliver an excellent supporter experience to our donors and volunteers.

Our fundraising promise:

We commit to high standards across all our fundraising:

To develop great relationships with our partners to deliver benefits to patients across our hospitals.

We will be...

clear, honest and open
respectful
fair and reasonable

To be financially secure, responsive and have good governance.

accountable and responsible

FACTS AND FIGURES

The charity’s income supports services, patient welfare items and new equipment across our three hospitals. In 2024/25 the hospitals supported:

670,493 OUTPATIENT APPOINTMENTS

111,810 INPATIENT APPOINTMENTS

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Individual
donors
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EMERGENCY DEPARTMENT 87,397 POPTTY@@00000 supported the charity? 14p to raise £1 ADMISSIONS How did we spend your donations? 56[legacies] 4% STAFF EDUCATION a charitable trusts 15 and foundations £1 & amenities Clubs & 15% STAFF WELFARE e a 81% patient welfare 96 Organisations 2 a Ss inc. medical equipment 6 How much did we raise in total? businesses £6,031,279 83 £6,031,279, AFFILIATE LH

LOOKING BACK AT 2024 - 2025 London Marathon 2024 weawec; ee 4 In a spectacular show of stamina and spirit, eight passionate runners took on the iconic London Marathon, each X y stride dedicated to improving lives Sy @ J pe == x 4 a

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In a spectacular show of stamina and spirit, eight passionate runners took on the iconic London Marathon, each stride dedicated to improving lives at UHD.

Together, they raised an incredible £17,913, helping to fund specialist equipment including a space-and-tilt wheelchair; an essential asset for patients undergoing therapy after severe brain and spinal injuries.

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raised
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may
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£17,913
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Reegan & Ridha’s Head Shave

In a bold and beautiful act of remembrance for their friend Trey, these incredible siblings shaved their heads and raised £369 for Gully’s Place. Their courage and compassion captured the hearts of many.

As the sky turned dusky pink over Bournemouth Pier, 305 supporters walked in unison, lighting up the coastline to honour loved ones and

support breast cancer services. With heartfelt tributes and glowing lanterns, they raised a remarkable £20,837.

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Pushing pedals across scenic countryside, Marcus rode 100 miles in support of SPRING, raising £673 to support bereaved families. His solo ride turned into a journey of community spirit and healing.

Joshie’s Awesome HeadBands Biz for Epilepsy At just 11 years old, Joshie launched a rainbow-coloured campaign, creating and selling BANZ headbands to raise money for epilepsy care . His efforts brought in £3,000, proving you’re never too young to make a difference.

Turning a difficult chapter into a celebration of care, Clive and Heather held a mini festival in their garden to thank the brilliant radiotherapy team who stood by them during Clive’s throat cancer journey.

In the summer of 2024, their friends and family turned up to HevFest to celebrate Clive’s recovery and raised £2,674 for the Radiotherapy Department.

Daniel’s Spectacular Skydiving for Cancer

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raised
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£1,585
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Jumping from 15,000 feet takes nerves of steel - and Daniel did it all to raise £1,585 for cancer care. His leap of faith was a tribute to those fighting daily battles.

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More than 300 participants donned their walking boots and UHD T-shirts to take part in our flagship Walk for Wards at Upton Park. They wandered along forest paths to enjoy festive activities, from face painting to live music. Raising an astonishing £21,355 to support every corner of the hospital.

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£2,068
raised
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Broadstone Cricket Social

Broadstone Cricket Club planned to hold a charity match to raise funds for Cancer Services at UHD as a team member is undergoing treatment. Due to a pretty serious storm it was turned into a social event and the members turned out in force raising £2,068.

Five of our incredible UHD staff members ascended Africa’s highest peak, facing altitude and adversity to raise £6,779 . Their journey, both physical and emotional, supported a range of hospital departments.

Light up the Prom Shines Again

Almost 400 people came together to honour loved ones, casting a sea of glowing tribute lanterns along the shore wth the soaring voices of Bournemouth Male Voice Choir and a breathtaking ocean-lit fireworks display, the evening was a moving celebration of life and remembrance. Thanks to the kindness and spirit of all who took part, the event raised an incredible £8,887 - a shining reminder of the enduring power of memory and togetherness.

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raised
£8,779
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Elves Dash for Charity Along Boscombe Prom

At the Elf Dash, 171 cheerful elves jingled their way along Boscombe Promenade, raising a fantastic £6,105 for the BEACH Appeal. With stripy tights, tinsel, and plenty of festive fun, it was a brilliant day of community spirit and fundraising magic.

Our incredible Addiction Care & Treatment Services Team pounded the pavement on race day to raise awareness about the benefits of going sober in January. They raised a tremendous £2,000 in support of the ACT Services at University Hospitals Dorset.

A Night of Sparkle for ACTS

With sequins, song and a whole lot of soul, Gina and GJ Cabaret brought back their heartfelt show, Loved Ones Lost, raising £1,415 for Addiction Care and Treatment Services (ACTS). Held in memory of Gina’s dad, it 7 was a night that mixed fun with meaning - honouring lives lost while supporting recovery journeys still "| being written. 4 "

The wonderful Poole Centenary Club chose to support Gully’s Place for a second year running - raising £4,535 through year-round collections and a dazzling Christmas From bottles mega raffle. of wine to luxury dining and unforgettable experiences, the prizes added sparkle to the season and brought people together for : fru: POOLE CENTENARY CLUB Z | a cause close to their hearts.

Stepping Up for Men’s Health

Supporters laced up their shoes for a powerful walk in support of prostate cancer awareness . Whether walking in memory, celebration or solidarity, the event brought people together to break the silence around men’s health - one step, one story, one show of strength at a time.

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raised
£26,685
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CORPORATE CHAMPIONS - PARTNERS IN CARE

Our corporate partners are more than

sponsors, they’re compassionate allies, helping us deliver extraordinary care and create lasting impact for patients and families across our community.

Haskins Garden Centres

Bursting with warmth, joy, and generosity, Haskins Garden Centres raised a phenomenal £17,343 for SPRING , our service supporting families facing the heartbreak of baby loss. Through magical Santa’s Grottos, festive

Morebus

jumper days, and more, their heartfelt efforts offered comfort, hope, and connection to those navigating unimaginable grief.

Morebus didn’t just get on board,

they drove our mission forward in every sense. Naming us their Charity of the Year, they wrapped their buses with our branding, rallied their 700-strong driver team, and kept our cause on the move across Dorset. Their phenomenal £50,000 donation, our biggest ever from a corporate partner , has helped to pay for new items in the Maternity Unit like recliner chairs and also towards funding an additional CT scanner.

HOT Radio

HOT Radio kept our mission loud and clear all year long dialling up the heart and turning up the volume for the BEACH Appeal. With regular on-air shoutouts, interviews, and updates, they helped our message hit the airwaves and reach new ears across the community. Their fundraising team, the HOT Walkers, returned to Walk for Wards and smashed the dial,

Philip Trim Contractors

Every summer, local legend Philip Trim throws open the gates of Throop Hollow Farm for a charity fundraiser that’s full of heart and powered by love. Held in memory of his much-missed wife, Jane, the event brings the community together for laughter, generosity, and purpose. This year’s efforts raised a fantastic £7,500 for our Radiotherapy Department, helping others face cancer with strength and support. It’s a tribute that grows deeper roots each year - turning personal loss into lasting impact.

raising an amazing

£7,377 - beating last year’s total by over £1,000 and proving they’ve got staying power both on and off the air.

Gully’s Place - A lifeline for families when they need it most

At the heart of Gully’s Place is a simple but powerful promise: to stand beside families during some of the most challenging and heart-wrenching times of their lives. From the neonatal unit to endof-life care for children and young people, Gully’s Place provides comfort, compassion, and practical support that extends far beyond the hospital walls.

Thanks to your continued generosity, Gully’s Place has been able to offer vital care and create moments of peace, dignity, and togetherness when they matter most.

SPRING

Running in Memory of Lily

SPRING - Standing with Families Through Baby Loss

SPRING provides compassionate care for families affected by the loss of a baby - whether during pregnancy, at birth, or shortly after. Every donation helps provide counselling, memory-making opportunities, and a safe space to grieve.

Erasure-ish, A Tribute with Heart

The fantastic tribute band Erasure-ish lit up the stage for SPRING with a charity concert that combined celebration and remembrance. Raising a brilliant £2,640, the event was a joyful night that made a huge difference for bereaved families.

John McDermott’s 100km Ultra Challenge

Taking on a mammoth 100km from London to Brighton, John McDermott laced up his trainers and hit the road to raise an incredible £2,300 for the Gully’s Place facility. Every mile he ran was a tribute to the strength of families Gully’s Place supports - and his efforts will help ensure no family walks this journey alone.

Santa Sleigh Run Lights Up Lychett Matravers

The team at Lychett Matravers Twinning Association brought festive cheer to our community with their Santa’s Sleigh Run, lighting up faces and raising £876 to support our youngest patients and their families.

Crafting For A Cause

The wonderful Knit and Natter group continued their amazing support in 2024, raising an outstanding £8,000 for Gully’s Place. Meeting twice a week at Rockley Park, this dedicated team of crafters sell handmade treasures with love, purpose, and an unwavering commitment to making a difference. Their warmth and creativity are stitched into every penny raised.

In February 2023 Matt Burgum and his wife Beth received the devastating news that their daughter Lily had passed away at 28 weeks. SPRING offered them a quiet private space to be with Lily, holding her, sharing stories and creating precious memories. Over a year later Matt ran his first half marathon at Run Bournemouth in Lily’s memory, raising over £3,100 for SPRING.

Phantasia - Music in Memory

Violinist Emma-Marie Kabanova, who received support from SPRING after the loss of her babies, turned grief into grace by organising three moving concerts of the Mystery Sonatas with her ensemble Phantasia. She raised £1,002, honouring her children and giving back to the service that supported her.

SPEND - What we achieved together in 2024-25

For patients in our Intensive Care Unit, the simplest things like feeling the sun on their face or hearing birdsong can feel impossibly out of reach. Connected to life-saving machines and often too unwell to be moved, the chance to step outside has long been a logistical challenge.

But that’s changing. Thanks to an incredible £15,000 donation from Talbot Village Trust, we’ve begun creating a Critical Care Garden. A peaceful, private outdoor space within the new BEACH Building, designed to be safely accessible for both patients and the dedicated staff who care for them.

This garden will offer something extraordinary: a sense of normality, nature, and calm in the midst of intensive treatment.

It will be a place where families can share precious moments, where staff can pause to recharge, and where healing can begin not just with medicine, but with light, air, and hope.

Work is already underway, and every paving stone, plant, and bench tells a story of care, community, and compassion.

Behind every successful surgery is a team of quiet professionals working seamlessly together - our theatre staff, the hidden heroes who often go unseen but never unnoticed.

Through your support, we were able to fund personalised theatre hats for our surgical teams. Embroidered with each team member’s name and proudly adorned with our charity’s logo, these hats are more than just

part of a uniform - they’re a powerful tool for connection, communication, and pride.

In the high-pressure, fast-paced environment of the operating theatre, clear communication is critical. Having names visible helps break down barriers, strengthens teamwork, and creates a safer, more human space for both staff and patients. Each hat costs just a small amount - but the value is immeasurable.

For our staff, it’s a boost of identity and recognition. For our patients, it’s reassuring to see the names of those caring for them in such vulnerable moments. And for our charity, it’s a chance to stand beside our hospital family, stitch by stitch.

Thank you for helping us bring a little warmth, pride, and personal touch to those who give their all behind the scenes.

We feel so proud to have our logo on the hats of our amazing theatre team!

Funding the new and innovative Eye Sim, costing £201,000, is a clear investment for the future of eye surgery for everybody across Dorset and Wessex.

Generous supporters across the region and beyond have helped University Hospitals Dorset NHS Charity reach the full fundraising target to purchase a new eye simulator. This includes £49,986 donation from the Friends of

the Bournemouth Eye Unit, £20,000 from the Roger Raymond Charitable Trust and £10,000 from the Valentine Charitable Trust all ensuring the next generation of surgeons receive the best training at our hospitals.

Surgery for common eye conditions, like cataracts and glaucoma, can be very complicated. They require comprehensive ophthalmic specialist training, which takes seven years.

Before concluding their specialist training, surgeons are expected to carry out 300 complete cataract procedures. Experienced surgeons can complete the highly technical procedure in 20 minutes.

Every second counts in our Emergency Department. For patients arriving in pain, distress, or with life-threatening conditions, fast and accurate diagnosis can mean the difference between life and death.

That’s why, through the generosity of our community and the power of the BEACH Appeal, we’ve been able to fundraise for a much-needed additional CT scanner in the new BEACH Building.

ensuring that more patients get the answers and care they need, when they need it most.

Behind every scan is a story - a worried parent, a sudden collapse, a moment of uncertainty turned into clarity. And behind every story is someone who gave, someone who walked, baked, donated, or shared our message.

Thanks to you, we’re not just building a hospital - we’re transforming the future of care.

Using the simulator is beneficial because trainee surgeons will learn to operate in a small cube of 5x5x5mm and account for the natural movement of the eye. Learning these skills on a simulator before operating on patients is crucial to ensure patient safety. It also frees up theatre time for those awaiting sight-saving surgeries rather than for training purposes.

This vital piece of equipment will allow our clinical teams to scan an extra 13,000 to 15,000 patients every year - significantly reducing waiting times in ED and across the hospital. With quicker access to detailed imaging, our clinicians can diagnose and begin treatment faster, easing anxiety for patients and improving outcomes from the very start.

The new scanner will also help relieve pressure on existing imaging services,

The charity is passionate about investing in the health and wellbeing of our hospital staff. This may include the provision of refreshments for those working long hours due to operational pressures. The charity also funded an interactive health kiosk at each hospital site to encourage staff to access a confidential health MOT that includes blood pressure, weight, heart rate, BMI, body fat and wellbeing age.

Several wellbeing and team building days have been supported by the charity to give staff a break from clinical settings and time to recharge and destress.

The charity has worked with supporters to fund many additional equipment items to make patients more comfortable. This includes an over-bed trainer to assist in the ongoing rehabilitation of ICU patients; this is used to improve strength in the patient’s limbs and improve cardiovascular performance. For a range of patients who are unable to actively participate this piece of equipment will be able to passively exercise their joints, muscles and other tissues.

Other items include a point of care ultrasound, a specialist tilt and space wheelchair and a hand grip strength monitor.

The charity is proud to support additional staff training to enhance patient care such as funding the attendance at a lower limbs ulcer management course, a twoday musculoskeletal ultrasound course, understanding blood result courses and a spinal cord injury study day.

A wide range of items are provided each year to ease the hospital experience for patients. For example, funding presents for patients who need to spend Christmas in hospital, providing yoga classes to patients living with cancer, an activities trolley with games and activities for inpatients to be supported by volunteers, music therapy sessions for both children with neurodevelopmental disorders and our acquired brain injury patients.

We were also pleased to provide bags with comfort items for patients starting their chemotherapy journey, additional bedside TV access for patients for the Olympics opening ceremony, meal vouchers for carers and care packages for homeless patients on discharge. This all helps us care for our teams that care for you.

A detailed strategy for 2025/26 has been agreed and recognises the continued volatile financial landscape given the current fundraising environment and the cost-of-living crisis.

The main focus for the charity continues to be raising funds within our local community to complete the £1.5 million fundraising appeal for additional items to enhance the care we provide in our new six-storey BEACH building at the Royal Bournemouth Hospital, beyond what the NHS can fund. The BEACH Appeal was launched in April 2024 and some of the fundraising items include an additional CT scanner, indoor and outdoor play areas for the children’s department and a wellbeing garden for critical care staff, patients and their visitors.

In summary, The BEACH Appeal aims to enhance the experience of everybody who walks through those doors and contribute to the BEACH building standing as a beacon of exceptional care and support for the local community.

Underpinning this is the continued objective to support all areas of the hospitals, specific capital/equipment fundraising appeals and the health and wellbeing of staff plus the aim to excel in our stewardship of our donors and maximise long term donor value.

Future plans provide a framework within which charitable fundraising linked to the University Hospitals Dorset NHS Foundation Trust should be conducted; and how charity money raised is spent to benefit staff and patients within the Trust.

The strategy has the following objectives:

To work alongside the Trust to enhance the experience of patients and staff above and beyond what can be delivered through core funding

To deliver an excellent supporter experience to our donors and volunteers

To develop great relationships with our partners to deliver benefits to patients across our hospitals

To be financially secure, responsive and have good governance

FUNDRAISING POLICY

The Trust employs a fundraising team to carry out activities for generating funds; this includes fundraising events, challenges, campaigns and stewarding donors. In addition, proactive marketing is undertaken to maximise all opportunities to raise funds across our local communities for specific projects.

The team also provides guidelines for groups and individuals and monitors fundraising activities on our behalf in the community to ensure that fundraising activities are compliant with relevant legislation.

The Charity is a member of the Fundraising Regulator, which includes the Fundraising

RESERVES POLICY

Code of Practice and is signed up to the Fundraising Preference scheme. During 2024/25 there has been no failure to comply with these schemes and no material complaints about the Charity’s activity.

The Charity has several policies which provide additional reassurance regarding our activities and donor care, including an acceptance and refusal of donations policy which highlights how we will treat donors particularly relating to receiving donations from individuals who may be vulnerable.

Excellent donor care and stewardship underpins the fundraising team’s activities and approach to proactive fundraising.

The Trustees considered the reserves policy during 2024/25 and agreed that a minimum reserve of £2 million should be retained in unrestricted funds. Expenditure plans will be adjusted in line with actual income performance specifically recognising potential volatility in investment markets in year. This position is monitored on a regular basis by the Committee.

TRUSTEE

The Trustee of University Hospitals Dorset NHS Charity is the board of Directors for University Hospitals Dorset Foundation trust.

The Directors of University Hospitals Dorset NHS Foundation Trust are not individual trustees under Charity Law but act as agents on behalf of the Corporate Trustee. The Board members who served during the financial year and to the date of signing the financial statements were as follows:

Siobhan Harrington, Chief Executive Officer

Peter Wilson, Chief Medical Officer

Pete Papworth, Chief Finance Officer

Mark Mould, Chief Operating Officer

Paula Shobbrook, Chief Nursing Officer (until 09 April 2024)

Fiona Hoskins, Interim Chief Nursing Officer (from 08 April 2024 to 12 May 2024)

Sarah Herbert, Chief Nursing Officer (from 13 May 2024)

Richard Renaut, Chief Strategy and Transformation Officer

Irene Mardon , Interim Chief People Officer (from 01 December 2023 to 29 February 2024)

Tina Ricketts, Chief People Officer (from 26 February 2024)

Rob Whiteman CBE, Trust Chair

John Lelliott OBE, Non-Executive Director

Pankaj Davé, Non-Executive Director

Clifford Shearman OBE, Non-Executive Director

Stephen Mount, Non-Executive Director (until 30 September 2023)

REFERENCE & ADMINISTRATIVE DETAILS

Claire Whitaker CBE , Non-Executive Director (from 1 October 2023)

Philip Green , Non-Executive Director (until 30 September 2023)

The accounts on which this report is based have been prepared in accordance with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed.

The registered Charity Commission number for the University Hospitals Dorset NHS Charity is 1057366.

The registered address is: Royal Bournemouth Hospital, Castle Lane East, Bournemouth, Dorset, BH7 7DW

The Governing Document (dated 17 May 1996, amended by supplemental deed 1 June 2007, 1 October 2020 and 2 March 2021) of the charity is in the form of Trust Deeds and has been registered with The Charity Commission. This document encompasses the main objectives of the charity for “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 “with the Board of Directors acting as a Trustee. The Trustee is given the authority to efficiently and effectively manage the Charitable Funds.

Caroline Tapster CBE, Non-Executive Director (until 31 December 2023)

Judy Gillow MBE, Non-Executive Director

Sharath Ranjan, Non-Executive Director

Helena McKeown , Non-Executive Director (from 1 October 2023)

University Hospitals Dorset NHS Foundation Trust is the Corporate Trustee of the Charitable Fund governed by the law applicable to Trusts, principally the Trustee Act 2000 and the Charities Acts 2011. The NHS Foundation Trust Board also comprises the Charitable Funds Committee and meets not less than quarterly.

The Charitable Fund is registered with the Charity Commission (no. 1057366) in accordance with the Charities Act 2011.

STRUCTURE, GOVERNANCE & MANAGEMENT

The charity raises funds that can be accessed and not unreasonably restricted for the benefit of all members of the public. Due regard has been paid to the public benefit guidance published by the Charity Commission.

In addition to the voting members, the following attend committee meetings in an advisory capacity:

Debbie Anderson

Charity Director

The Trustee of the Charitable Fund is the Board of Directors of University Hospitals Dorset NHS Foundation Trust. The Board of Directors has appointed a Charitable Funds Committee to oversee the arrangements of the charity. This committee monitors the requirements imposed on the Trust by statutory legislation and by the Charity Commission. The committee is also responsible for monitoring the performance of the investments of the charity through its external advisors and approves significant expenditure proposals.

The Trustee has delegated authorisation of requests for funds based on the following limits:

Up to £5,000: Authorised Fund Manager
Over £5,000: Fund Manager and Sustainable Services Group or Care Group Board
Any requests for funds above £25,000 require the additional approval from the Charitable Funds Committee

The following were members of the Charitable Funds Committee at the financial year end:

Any requests for funds above £250,000 require the additional approval of the Trust Board

Claire Whitaker

Non-Executive Director (Chair)

Any requests for medical equipment, regardless of value, must receive approval from the Medical Equipment Committee in addition to the financial approvals above

Pankaj Davé

Non-Executive Director

Helena McKeown

Non-Executive Director

The Trustee has agreed that University Hospitals Dorset NHS Foundation Trust will provide administrative support to the charitable funds. This takes the form of managerial and accounting services, financial monitoring and advice. An annual fixed sum is recharged, together with actual fundraising costs incurred throughout the year.

Pete Papworth

Chief Finance Officer

Tina Ricketts

Chief People Officer

RISK MANAGEMENT

The major risks to which the Charity is exposed have been identified and considered by the Trustee.

Key risks have historically included increased local competition; the current economic climate; adverse publicity; and a potential fall in the value of investments. In addition, the cost-of-living crisis has been noted as a risk with an ongoing impact on fundraising across all income streams both short and long term.

A continued cautious strategy for the new University Hospitals Dorset NHS Charity has been adopted for 2025/26 and where appropriate, systems, policies and procedures have been established to mitigate specific risks. The Trustee is confident that reliance can be placed upon the management arrangements in place, which include internal and external audit services, to minimise any risk to the funds.

The most significant risk identified is the possibility of losses from a fall in the value

of investments and the level of reserves available to mitigate the impact of such losses. Investments are held by qualified and experienced Investment Fund Managers who act in accordance with the agreed Investment Policy. These investments are subject to regular review, with unrealised gains and losses allocated to funds at agreed intervals.

Procedures are in place to ensure that financial commitments remain affordable within the fund balance. Income and expenditure are covered by the Trusts standing financial instructions and there is an agreed criteria for recognition in place for the receipt of donations.

There are clear approval procedures in place which give the Corporate Trustee confidence that expenditure will remain in line with the limits of the charities resources, ensuring continued compliance with the agreed reserves policy.

ia 3131

UNIVERSITY HOSPITALS DORSET NHS CHARITY ANNUAL ACCOUNTS

AS AT 31 MARCH 2025

University Hospitals Dorset NHS Charity (formerly Royal Bournemouth and Christchurch Hospitals NHS Foundation Trust Charitable Fund), was entered on the Central Register of Charities on 6 August 1996.

32 Executive Summary

33 Statement of Trustee’s Responsibilities

34-37 Independant Auditor’s Report

38 Statement of Financial Activities

The charity is registered with the Charity Commission (Charity Number 1057366) in accordance with the Charities Act of 2011.

The board of University Hospitals Dorset NHS Foundation Trust is the Corporate Trustee of the charity governed by the law applicable to Trusts, principally the Trustee Act 2000 and the Charities Act 2011.

Members of the Board of Directors are not individual trustees under charity law but act as agents on behalf of the Corporate Trustee.

39 Statement of Financial Position

40-59 Notes to the Accounts

The main purpose of the charitable funds held on trust is to apply income for any charitable purpose relating to the National Health Service, wholly or mainly for the services provided by University Hospitals Dorset NHS Foundation Trust.

EXECUTIVE SUMMARY a

The year ended 31 March 2025 was a successful year for University Hospitals Dorset NHS Charity in the current market conditions.

On 1 April 2021, the Bournemouth Hospital Charity was renamed as University Hospitals Dorset NHS Charity and the assets and liabilities of Poole Hospital Charity were transferred into the newly named charity.

During 2024/25 the charity had total incoming resources amounting to £6,031k (2023/24: £4,970k). This includes legacies bequeathed totalling £3,757k (2023/24: £3,196k), donations of £720k (2023/24 £613k) and investment income of £486k (2023/24: £437k). The charity also received £930k (2023/24: £461k) from other trading activities and £138k (2023/24: £263k) from other income. These fundraising events help raise the profile of the hospitals in the local community.

Resources expended in 2024/25 totalled £3,332k (2023/24: £3,222k), of which £1,964k (2023/24: £1,594k) related to patient welfare, £355k (2023/24: £612k) to staff welfare and amenities. A decrease in commitments of £63k (2023/24: increase of £106k) is included, and further details on the expenditure for the year can be found in the Annual Report 2024/25.

For 2024/25, the investments portfolio increased by £116k (2023/24: £831k increase in market value). The charitable funds increased overall by £2,720k (2023/24: increased by £2,541k), leaving a closing balance of £17,965k (2023/24: £15,245k). The Financial Report is set out in two parts: the Annual Report followed by the Financial Statements, which include the Notes to the Accounts.

Charitable expenditure is of paramount importance in the continuation of the high quality service offered to our patients, and also assists staff in their working lives.

The Trustee wishes to thank all patients, relatives, staff, volunteers and supporters whose energy and dedication has enabled us to achieve our charitable objectives.

Date: 10/11/2025

Pete Papworth Chief Finance Officer

STATEMENT OF TRUSTEE’S RESPONSIBILITIES IN RESPECT OF THE TRUSTEE’S ANNUAL REPORT AND THE FINANCIAL STATEMENTS ee

Under the trust deed and charity law, the trustee is responsible for preparing the Trustees’ Annual Report and the financial statements in accordance with applicable law and regulations. The trustee has elected to prepare the financial statements inaccordance with UK Accounting Standards, including FRS 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland.

The financial statements are required by law to give a true and fair view of the state of affairs of the charity and of the excess of expenditure over income for that period.

In preparing these financial statements, generally accepted accounting practice entails that the trustee:

select suitable accounting policies and then apply them consistently;
make judgements and estimates that are reasonable and prudent;
state whether applicable UK Accounting Standards and the Statement of Recommended Practice have been followed, subject to any material departures disclosed and explained in the financial statements;
state whether the financial statements comply with the trust deed, subject to any material departures disclosed and explainedin the financial statements;
assess the charity’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern; and
use the going concern basis of accounting unless they either intend to liquidate the charity or to cease operations, or have no realistic alternative but to do so.

The trustee is required to act in accordance with the trust deed of the charity, within the framework of trust law. They areresponsible for keeping proper accounting records, sufficient to disclose at any time, with reasonable accuracy, the financial position of the charity at that time, and to enable the trustee to ensure that, where any statements of accounts are prepared by them under section 132(1) of the Charities Act 2011, those statements of accounts comply with the requirements of regulationsunder that provision. They are responsible for such internal control as they determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error, and have general responsibilityfor taking such steps as are reasonably open to them to safeguard the assets of the charity and to prevent and detect fraud and other irregularities.

The financial statements set out on pages 38 to 39 attached have been compiled from and are in accordance with the financial records maintained by the Trustee. By Order of the Trustee.

Chair of the Charitable Funds Committee

Member of the Charitable Funds Committee

Date: 10/11/2025

Pete Papworth - Chief Finance Officer

Femi Macauley - Non-Executive Director

INDEPENDENT AUDITORS REPORT

Independent auditor’s report to the Trustees of University Hospitals Dorset NHS Charity

Opinion

We have audited the financial statements of University Hospitals Dorset NHS Charity (“the Charity”) for the year ended 31 March 2025 which comprise the Statement of Financial Activities, Statement of Financial Position and related notes, including the accounting policies in note 1.

In our opinion the financial statements:

give a true and fair view of the state of the Charity’s affairs as at 31 March 2025 and of its incoming resources and application of resources for the year then ended;
have been properly prepared in accordance with UK accounting standards, including FRS 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland; and
have been prepared in accordance with the requirements of the Charities Act 2011.

Basis for opinion

We have been appointed as auditor under section 149 of the Charities Act 2011 (or its predecessors) and report in accordance with regulations made under section 154 of that Act.

We conducted our audit in accordance with International Standards on Auditing (UK) (“ISAs (UK)”) and applicable law. Our responsibilities are described below. We have fulfilled our ethical responsibilities under, and are independent of the Charity in accordance with, UK ethical requirements including the FRC Ethical Standard. We believe that the audit evidence we have obtained is a sufficient and appropriate basis for our opinion.

Going concern

The Trustees have prepared the financial statements on the going concern basis as they do not intend to liquidate the Charity or to cease its operations, and as they have concluded that the Charity’s financial position means that this is realistic. They have also concluded that there are no material uncertainties that could have cast significant doubt over its ability to continue as a going concern for at least a year from the date of approval of the financial statements (“the going concern period”).

In our evaluation of the Trustees’ conclusions, we considered the inherent risks to the Charity’s business model and analysed how those risks might affect the Charity’s financial resources or ability to continue operations over the going concern period.

Our conclusions based on this work:

we consider that the Trustees’ use of the going concern basis of accounting in the preparation of the financial statements is appropriate; and
we have not identified, and concur with the Trustees’ assessment that there is not, a material uncertainty related to events or conditions that, individually or collectively, may cast significant doubt on the Charity’s ability to continue as a going concern for the going concern period.

However, as we cannot predict all future events or conditions and as subsequent events may result in outcomes that are inconsistent with judgements that were reasonable at the time they were made, the above conclusions are not a guarantee that the Charity will continue in operation.

Fraud and breaches of laws and regulations – ability to detect

Identifying and responding to risks of material misstatement due to fraud

To identify risks of material misstatement due to fraud (“fraud risks”) we assessed events or conditions that could indicate an incentive or pressure to commit fraud or provide an opportunity to commit fraud. Our risk assessment procedures included:

Enquiring of management and inspection of policy documentation as to the Charity’s high-level policies and procedures to prevent and detect fraud, as well as whether they have knowledge of any actual, suspected or alleged fraud.
Reading Charitable Fund Committee minutes.
Using analytical procedures to identify any unusual or unexpected relationships.

We communicated identified fraud risks throughout the audit team and remained alert to any indications of fraud throughout the audit.

As required by auditing standards, we perform procedures to address the risk of management override of controls, in particular the risk that management may be in a position to make inappropriate accounting entries. On this audit we do not believe there is a fraud risk related to revenue recognition because of the limited opportunity for fraud due to the simplistic nature of revenue.

We did not identify any additional fraud risks. We also performed procedures including:

Identifying journal entries to test based on risk criteria and comparing the identified entries to supporting documentation. These included those posted to unusual accounts.

Identifying and responding to risks of material misstatement due to non-compliance with laws and regulations

We identified areas of laws and regulations that could reasonably be expected to have a material effect on the financial statements from our general commercial and sector experience and discussed with the trustees and other management the policies and procedures regarding compliance with laws and regulations.

We communicated identified laws and regulations throughout our team and remained alert to any indications of non-compliance throughout the audit.

The potential effect of these laws and regulations on the financial statements varies considerably. The charity is subject to laws and regulations that directly affect the financial statements including financial reporting legislation (including charities legislation) distributable profits legislation, and taxation legislation and we assessed the extent of compliance with these laws and regulations as a part of our procedures on the related financial statement items.

Whilst the charity is subject to many other laws and regulations, we did not identify any others where the consequences of non-compliance alone could have a material effect on amounts or disclosures in the financial statements.

Context of the ability of the audit to detect fraud or breaches of law or regulation

Owing to the inherent limitations of an audit, there is an unavoidable risk that we may not have detected some material misstatements in the financial statements, even though we have properly planned and performed our audit in accordance with auditing standards. For example, the further removed noncompliance with laws and regulations is from the events and transactions reflected in the financial statements, the less likely the inherently limited procedures required by auditing standards would identify it.

In addition, as with any audit, there remained a higher risk of non-detection of fraud, as these may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal controls. Our audit procedures are designed to detect material misstatement. We are not responsible for preventing non-compliance or fraud and cannot be expected to detect non-compliance with all laws and regulations.

Other information

The Trustees are responsible for the other information, which comprises the Trustees’ Annual Report. Our opinion on the financial statements does not cover the other information and, accordingly, we do not express an audit opinion or, except as explicitly stated below, any form of assurance conclusion thereon.

Our responsibility is to read the other information and, in doing so, consider whether, based on our financial statements audit work, the information therein is materially misstated or inconsistent with the financial statements or our audit knowledge. We are required to report to you if:

based solely on that work, we have identified material misstatements in the other information; or
in our opinion, the information given in the Trustees’ Annual Report is inconsistent in any material respect with the financial statements.

Trustees’ responsibilities

As explained more fully in their statement set out on page 33, the Trustees are responsible for: the preparation of financial statements which give a true and fair view; such internal control as they determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error; assessing the Charity’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern; and using the going concern basis of accounting unless they either intend to liquidate the Charity or to cease operations, or have no realistic alternative but to do so.

Auditor’s responsibilities

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue our opinion in an auditor’s report. Reasonable assurance is a high level of assurance, but does not guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of the financial statements.

A fuller description of our responsibilities is provided on the FRC’s website at www.frc.org.uk/ auditorsresponsibilities.

The purpose of our audit work and to whom we owe our responsibilities

This report is made solely to the Charity’s Trustees as a body, in accordance with section 149 of the Charities Act 2011 (or its predecessors) and regulations made under section 154 of that Act. Our audit work has been undertaken so that we might state to the Charity’s Trustees those matters we are required to state to them in an auditor’s report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the Charity and its Trustees, as a body, for our audit work, for this report, or for the opinions we have formed.

We have nothing to report in these respects.

Matters on which we are required to report by exception

Under the Charities Act 2011 we are required to report to you if, in our opinion:

the Charity has not kept sufficient accounting records; or
the financial statements are not in agreement with the accounting records; or
we have not received all the information and explanations we require for our audit.

Jonathan Brown

for and on behalf of KPMG LLP, Statutory Auditor

Chartered Accountants

KPMG LLP is eligible to act as an auditor in terms of section 1212 of the Companies Act 2006

We have nothing to report in these respects.

66 Queen Square

Bristol

BS1 4BE

29 January 2026

STATEMENT OF FINANCIAL ACTIVITIES AS AT 31 MARCH 2025

STATEMENT OF FINANCIAL POSITION AS AT 31 MARCH 2025

	Notes	Unrestricted Funds	Restricted Funds	Total at 31 March 2025	Total at 31 March 2024
		£000	£000	£000	£000
Income and Endowments from:
Donations and legacies	2.2	2,928	1,549	4,477	3,809
Charitable activities	2.2	738	192	930	461
Investments	2.2 / 8.4	283	203	486	437
Other	2.2	85	53	138	263
Total		4,034	1,997	6,031	4,970
Expenditure on:
Raisingfunds	3.1	(558)	(349)	(907)	(744)
Other	3.2	(2,486)	61	(2,425)	(2,478)
Total		(3,044)	(288)	(3,332)	(3,222)
Netgains /(losses)on investments	8.1	(251)	367	116	831
Net income		739	2,076	2,815	2,579
Other recognisedgains /(losses):
Othergains/(losses):		(93)	(2)	(95)	(38)
Net movement in funds		646	2,074	2,720	2,541

Reconciliation of funds:
Total funds brought forward	11.1	9,685	5,560	15,245	12,704

Total funds carried forward		10,331	7,634	17,965	15,245

	Notes	Unrestricted Funds	Restricted Funds	Total at 31 March 2025	Total at 31 March 2024
Fixed Assets		£000	£000	£000	£000
Investments	8.1	4,678	3,804	8,482	8,367
Fixed Assets	7	121	-	121	159
Total Fixed Assets		4,799	3,804	8,603	8,526
Current Assets
Debtors	9	1,053	67	1,120	33
Short term investments and deposits	8.3	-	-	-	61
Cash at bank and in hand		5,918	4,813	10,731	9,636
Total Current Assets		6,971	4,880	11,851	9,730
Creditors: Amounts fallingdue within oneyear	10	(1,439)	(1,050)	(2,489)	(3,011)
Net Current Assets		5,532	3,830	9,362	6,719

Total Assets less Current Liabilities		10,331	7,634	17,965	15,245

Total Net Assets		10,331	7,634	17,965	15,245

Funds of the Charity
Unrestricted		10,331	-	10,331	9,685
Restricted		-	7,634	7,634	5,560
Total Funds	11.1	10,331	7,634	17,965	15,245

NOTES TO THE ACCOUNTS

1.1 Basis of Preparation

The financial statements have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant notes to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014 and the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011. The trust constitutes a public benefit entity as defined by FRS 102. The trustees consider that there are no material uncertainties about the Trust’s ability to continue as a going concern.

In these financial statements the charity is considered to be a qualifying entity (for the purpose of FRS 102) and has applied the exemption available under FRS 102 in respect of the requirement to present a cash flow statement.

a) Parent entity

The charity is a subsidiary of the University Hospitals Dorset Foundation Trust (UHD FT), whose main place of business is at Poole Hospital, Longfleet Rd, Poole, Dorset, BH15 2JB, and whose principal purpose is the provision of healthcare. The Board of Directors of UHD FT is the Corporate Trustee of the charity. The consolidated group accounts, which include the charity, are available on the UHD FT website at https://www.uhd.nhs.uk/about-us/what-we-spend.

1.2 Incoming Resources

a) All incoming resources are recognised once the charity has entitlement to the resources, it is probable that the resources will be received and the monetary value of the incoming resources can be measured with sufficient reliability.

b) Intangible income

The charity had no intangible income/expenditure during the year.

c) Legacies

Legacies are accounted for as incoming resources once the receipt of the legacy becomes reasonably probable. This will be once confirmation has been received from the representatives of the estates that payment of the legacy will be made or property transferred, and once all conditions attached to the legacy have been fulfilled.

Material legacies which have been notified but not recognised as incoming resources in the Statement of Financial Activities are disclosed in a separate note to the accounts, with an estimate of the amount receivable (Note 12).

d) Debtors

Debtors are recognised when a legal or constructive obligation to pay is created, the amount can be measured reliably and it is probable that payment will be received.

1.3 Resources Expended & Arrangements with UHD FT Staff

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that settlement will be required and the amount of the obligation can be measured reliably.

a) Cost of generating funds

The Trust fundraising team continues to organise fundraising, and provides the opportunity to increase income. The costs associated with fundraising, and the overhead facility costs, are recharged from UHD FT on an accruals basis, based on actual costs incurred.

b) Grants payable

Grants payable are payments made to third parties (including NHS bodies) in the furtherance of the Trust’s charitable objectives of the provision of patient care and staff welfare.

They are accounted for on an accruals basis where the conditions for their payment have been met, or where a third party has a reasonable expectation that they will receive the grant. This includes grants paid to NHS bodies.

c) Management and Administrative Costs

Service provision for financial information support has been agreed. Associated costs are accounted for on an accruals basis and are recorded as recharges of appropriate proportions from UHD FT. The recharge for 2024/25 totalled £98k (2023/24 £96k).

The recharge is made up as follows:

The recharge is made up as follows:
Financial Services	2024-25	2023-24
UHD FT Staff	18	18
Internal Audit	4	4
External Audit	8	7
Non PayCosts	18	18
Ext NHS Finance Services	46	45
Indemnityinsurance	4	4
Total	98	96

Fundraising costs are also recharged to the charity from the Foundation Trust and are detailed below:

Fundraising costs	2024-25	2023-24
Pay	649	558
Non-Pay	102	19
Total	751	577

d) Staffing

The charity has no employees. Management and administrative costs are recharged as per 1.3c.

1.4 Structure of funds

The funds are classified and structured as below:

Depreciation

Items of buildings are depreciated over their remaining useful economic lives on a straight line basis. The estimated useful economic life of the Resource Centre is 50 years.

Unrestricted Funds

Revaluation and Impairment

Unrestricted income funds comprise those funds which the Trustee is free to use for any purpose in furtherance of the charitable objects. Unrestricted funds include designated funds, where the donor has made known their non binding wishes or where the Trustee, at its discretion, has created a fund for a specific purpose.

Restricted Funds

Restricted funds are to be utilised in accordance with any specific restrictions imposed by the donor, or the specifications included in an appeal or event targeting income generation for the benefit of a particular area or service.

Where the use of a restricted fund becomes impracticable (e.g. where the terms of a restricted legacy can no longer be achieved) the Trustee may pass a special resolution reclassifying the fund as unrestricted but designated for a specific purpose. The Trustee would attempt to respect the wishes of the donor as far as is reasonably practical.

The Trust has no Endowment (Capital - Expendable or Permanent) Funds.

Analysis of the unrestricted and restricted funds can be found in Notes 11.1 & 11.2.

Details of the funds and their individual purpose can be obtained from the Annual Report along with information on the fund performance for the year.

1.5 Fixed Asset Investment

Investment Fixed Assets are shown at Market Value, as detailed in Note 8 to the Statement of Financial Activities.

The Trustee policy is to invest charitable funds with investments that maximise capital and are the most suitable investment type. The long-term objective is to invest capital that will give the maximum growth on income with minimal risk. The investment held as at balance sheet date are units within a Common Investment Fund, and are included in the Balance Sheet at the closing price at 31st March 2025.

Increases and decreases in asset values arising from revaluations are reported under Other Recognised Gains/(Losses) in the Statement of Financial Activities.

1.6 Investment Gains and Losses

All gains and losses are taken to the Statement of Financial Activities as they arise. Realised gains and losses on investments are calculated as the difference between sales proceeds and opening market value (or value at date of purchase if later).

Unrealised gains and losses are calculated as the difference between the closing market value and the opening value (or value at date of purchase if later). These are shown in the Statement of Financial Activities under gains on revaluation of investment assets.

Analysis of the Investment gains and losses can be found in Note 8 to the Statement of Financial Activities.

1.7 (Fixed) Short Term Investments

This is interest received on the main bank accounts.

Short Term Investments include stocks and equities that have been received as part of legacies made to the Charitable Funds. In order to ensure the Charities investments are aligned to its investment policy, donated stocks and equities are disposed of as soon as it is practicable. Investments still owned at the end of the financial period are revalued, and any gain or loss on revaluation of the investment asset is shown in the Statement of Financial Activities.

1.8 Apportionment of Investment Income

The Fixed Asset Investment (Common Investment Fund) is revalued every month, an overall unrealised gain is apportioned over the funds (excluding Restricted), while an unrealised loss is held in a central fund until such time the investment has returned to an overall gain.

1.6 Tangible Fixed Assets

Valution

The Charity’s tangible fixed asset is revalued using professional valuations in accordance with International Accounting Standard 16 every five years. A three yearly interim valuation is also carried out. Additional valuations are carried out as appropriate.

A full asset valuation was undertaken as at 31st March 2025; and this value, together with indexation applied to buildings in line with the Valuer’s advice has been included in the closing Statement of Financial Position.

The valuations are carried out primarily on the basis of Modern Equivalent for specialised operational property and Existing Use Value for non-specialised operational property.

1.9 Pension Contributions

The charity has no employees, and therefore makes no contributions to any pension fund.

1.10 Prior Year Adjustments

None

1.11 Pooling Scheme

An official pooling scheme was registered for investments with the Charity Commission on 16th June 1998.

1.12 Related Party Transactions

The charity has made revenue and capital payments to University Hospitals Dorset NHS Foundation Trust (UHD FT), whose Board of Directors is the Corporate Trustee of the charity. A summary of the turnover and net surplus for the NHS Foundation Trust for 2024-25 and 2023-24 is shown in Note 15.

Arrangements are in place with the UHD FT for the completion of a monthly recharge relating to all charitable expenditure incurred by the Trust. The recharge is paid in arrears.

Details of resources expended with related parties during the year are shown in Note 3.2.

As at 31st March 2025, the Charity owed £232,956.90 to the Trust.

1.13 Reserves Policy

Most of the expenditure incurred by the Charity is in respect of contributions to patients, staff and the purchase of medical equipment. The policy of holding reserves is a balance between keeping a relatively small sum of money in individual funds for which specific donations have been made and planning for additional capital investment. The Trustees considered the reserves policy during 2024 and agreed that a minimum reserve target of £2 million should be retained in unrestricted funds.

1.14 Supporters

Organisations recognised as major supporters to the University Hospitals Dorset NHS Charitable Funds are as follows:

Poole Hospital Cancer Treatment Trust

1.18 Activities in Furtherance of

In the furtherance of charity objectives, events have been held throughout the year by the fundraising office to generate income to the charitable funds.

Income from the fundraising events held can be seen within Operating Activities for generating funds (see Note 2.1).

All related expenditure to these fundraising events has been included within costs of generating funds and can be separately seen on the Statement of Financial Activities for the year.

1.19 Post Balance Sheet Events

There are no post Balance Sheet events.

1.20 Support Cost, Governance Cost and Cost of Generating Funds Apportionment to Trust Fund

The methodology is to apportion fundraising and administration recharges, together with investment

gains and losses across all fund balances.

1.21 Support Cost, Governance Cost and Cost of Generating Funds Apportionment to Expense Type

Consistent with the methodology for apportioning costs to funds, the apportionment of costs to expense type includes all funds.

Morebus
Talbot Village Trust
Mazars Charitable Trust
Odinel Charitable Trust

1.15 Third Party Recharges

Income and expenditure relating to Third Party Recharges are included in “Other” within Incoming Resources, and expenditure is included within Grants Payable. Details of all Third Party Recharges during the year are shown in Note 2.3.

1.16 Trustee Remuneration

There have been no payments made during the year for the refund of expenses or remuneration to the Trustee

1.17 Donations Policy

Donations are receipted to the donor as they are received. All donations are allocated to the specified fund, as stated by the donor. Any restrictions on donations usage are adhered to by the Fund Managers, and the funds are classified accordingly.

Further details of the purposes of various funds can be seen within the Annual Report.

2024-25	All funds	Governance Costs	Total Expenditure
	£000	£000	£000
Patient welfare and amenities	1,964	82	2,046
Staff welfare and amenities	355	15	370
Contributions to NHS	-	-	-
Miscellaneous	71	4	75
End of Year Commitments	(63)	(3)	(66)
Governance Costs	98	(98)	-
Total	2,425	-	2,425

2023-24	All funds	Governance Costs	Total Expenditure
	£000	£000	£000
Patient welfare and amenities	1,594	64	1,658
Staff welfare and amenities	612	25	637
Contributions to NHS	-	-	-
Miscellaneous	70	3	73
End of Year Commitments	106	4	110
Governance Costs	96	(96)	-
Total	2,478	-	2,478

1.22 Going Concern

The Charity has significant financial resources, and Charity Fund approval commitments are included in these accounts, which therefore show the available funds.

After making enquiries, the Corporate Trustee has no material uncertainty that the Charity has adequate resources to continue in operational existence for the foreseeable future. For this reason, they continue to adopt the going concern basis in preparing the Annual Report and Accounts.

1.23 Public Benefit Entity

This is an NHS Charity, a public benefit entity, whose purposes are detailed in the introduction on page 3.

Charity Fund Applications are reviewed, and approval given (within the authorities detailed on page 28), with due regard to the commission’s public benefit guidance and the purposes of the charity.

1.24 Judgements and Estimations

The accounts include commitments for items approved through the Charity Fund Approval process (see note 13). The values of these approvals will be based on best estimate of costs, some supported by quotations, purchase orders and costed internal recharges.

1.25 Donated Goods, Facilities or Services

The charity received no material donated goods, facilities or services.

Events may be held on third party sites, but costs associated with events would be recorded under cost of generating funds expenditure.

2.1 Details of Material Incoming Resources

==> picture [512 x 399] intentionally omitted <==

----- Start of picture text -----
Unrestricted Restricted Total Funds Total Funds
Funds Funds 2024-25 2023-24
Material incoming resources: £000 £000 £000 £000
UHD Cancer Care 1,602 - 1,602 1,228
Legacy Holding Account - 1,045 1,045 -
Poole Hospital Cancer Treatment Trust 627 - 627 -
UHD General Fund 493 - 493 2,209
Eye Unit 406 - 406 206
Cardiac 377 - 377 -
CT Scanner Appeal - 285 285 -
The Robert White Trust Fund - 103 103 143
Beach Appeal - Critical Care - 99 99 -
Paediatrics 90 - 90 -
Beach Appeal - 89 89 -
Nuclear Medicine Fund 68 - 68 -
UHD Palliative Care 52 - 52 -
Christchurch Refurbishment - - - 52
RBH Cardiac - - - 130
Restricted- Charities Office - - - 70
Restricted - Specialities Care Group - - - 119
Eye Sim Appeal - - - 130
Others 319 375 694 683
Total incoming resources 4,034 1,997 6,031 4,970
----- End of picture text -----

1.26 Volunteers

Volunteers have played a role in the running of the charity’s events, as detailed on page 60 and 61.

1.27 Irrecoverable VAT

Irrecoverable VAT is charged against the category of resources expended for which it was incurred.

1.28 Taxation Liability

As a registered charity, the fund is potentially exempt from the taxation of income and gains falling within S505 of the Income and Corporation Taxes Act 1988 and S256 Taxations and Chargeable Gains Act 1992.

2.2 Incoming Resources Received by Category

2.2 Incoming Resources Received by Category
	Total Funds 2024-25	Total Funds 2023-24
Description of the sources of any incoming resources by category:	£000	£000
Donations	720	613
Legacies	3,757	3,196
ActivityIncome from FundraisingEvents	930	461
Interest / Dividends	486	437
Other Income	138	263
Total	6,031	4,970

No tax charge has arisen in the year.

1.29 Cash at Bank and In Hand

Cash at bank is the sum of all coins, currency and other unrestricted liquid funds that have been placed on deposit with a financial institution. Cash in hand is the amount of money held in notes and coins not on deposit.

2.3 Income from Third Parties for Recharged Expenditure

	Total Funds 2024-25	Total Funds 2023-24
Details of material Third Party recharges during the year, including Donations:	£000	£000
Poole Hospital Cancer Treatment Trust	599	-
Bournemouth Chest Diseases Charitable Trust	44	-
Friends of the Eye Unit	32	-
Christchurch Hospital League Of Friends	1	57
MNDA East Dorset- New Forest Branch	1	-
Friends of The Bournemouth Eye Unit	-	210
TulipAppeal	-	18
Total	677	285

3.1 Costs of Raising Funds

3.1 Costs of Raising Funds
	Total Funds 2024-25	Total Funds 2023-24
	£000	£000
Fundraisingrecharge(includingstaff recharge costs)	630	537
Publicitycosts *	277	207
Total fundraising costs	907	744

Total funds raised from events held duringtheyear **	930	461

Note:

Publicity costs are included within Total Fundraising costs within the financial statements.

** The total funds raised from events excludes donations received which are included within Donations in Note 2.2.

Further breakdown of the activities undertaken by the Fundraising Department during the year can be found in the Annual Report 2024-25

3.2 Other Expenditure

3.2 Other Expenditure
	Unrestricted Funds	Restricted Funds	Total Funds 2024-25	Total Funds 2023-24
	£000	£000	£000	£000
Patient welfare and amenities	2,042	(78)	1,964	1,594
Staff welfare and amenities	340	15	355	612
Contributions to NHS	-	-	-	-
Miscellaneous	102	67	169	166
End of Year Commitments	2	(65)	(63)	106
Total	2,486	(61)	2,425	2,478

Governance costs have been apportioned as shown in note 1.21. Further breakdown of the resources expended during the year can be found in the Annual Report 2024-25

The figure for commitments represents the movement in year, rather than the amount of new commitments made - a negative figure indicates that the commitments at the end of the year were lower than at the start.

3.3 Grants Made to Institutions

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----- Start of picture text -----
Aggregate Aggregate
amount paid amount paid
2024-25 2023-24
Grants paid to University Hospitals Dorset NHS Foundation Trust: £000 £000
Property, Plant and Equipment, recorded in the Trust accounts - -
Expenditure for staff and patient benefit, not recorded in the Trust accounts 2,425 2,478
Total 2,425 2,478
----- End of picture text -----

Details of grants paid to institutions during the year can be found in a summary of Charitable Fund Balances, which is available on request from the Trust.

4.1 Analysis of Governance Costs

	Unrestricted Funds	Restricted Funds	Total Funds 2024-25	Total Funds 2023-24
	£000	£000	£000	£000
External Audit fee(inc. VAT)	4	4	8	7
Miscellaneous	51	39	90	89
Total	55	43	98	96

Governance costs have been apportioned across expenditure types as shown in note 1.21.

4.2 Support Costs

There are no support costs, other than the governance costs reported in note 4.1. these costs have been apportioned to the funds as detailed in note 1.21.

4.3 Auditor Remuneration

4.3 Auditor Remuneration
	Total Funds 2024-25	Total Funds 2023-24
	£000	£000
Statutoryaudit fee(exc. VAT)	7	6
Total	7	6

5. Analysis of Total Resources Expended

	Cost of Generating Funds	Cost of Activities for Charitable Objectives	Governance Costs	Total Funds 2024-25	Total Funds 2023-24
	£000	£000	£000	£000	£000
External Audit fee - statutory audit(inc.vat)			8	8	7
Indemnityinsurance			4	4	4
Bought-in services from NHS			86	86	85
Other	907	2,327		3,234	3,126
Total	907	2,327	98	3,332	3,222

6. Changes in Resources Available for Charity Use

	Unrestricted Funds	Restricted Funds	Total Funds 2024-25	Total Funds 2023-24
	£000	£000	£000	£000
Net movement in funds for theyear	646	2,074	2,720	2,541
Net movement in funds available for future activities	646	2,074	2,720	2,541

7.1 Tangible Fixed Assets

7.1 Tangible Fixed Assets
	2024/25
Freehold Land and Buildings:	£000
Valuation
Balance at 31 March 2024	205
Additions	-
Balance as at 31 March	205

Depreciation and Impairment
Balance at 31 March 2024	(46)
Transferred byabsorption 1 April 2024	4
Depreciation charge for theyear	(42)
Total at 31 March	(84)

Net Book Value at 1 April	179

Net book value at 31 March	121

Historic cost at 31 March	169

Valuation

Professional valuations are carried out by the Foundation Trust’s appointed external valuer. The valuations are carried out in accordance with the Royal Institute of Chartered Surveyors (RICS) Appraisal and Valuation Manual.

A desktop asset valuation was undertaken as at 31st March 2025; and this value, together with indexation applied to buildings in line with the valuer’s advice has been included in the closing Statement of Financial Position.

The valuations are carried out primarily on the basis of Modern Equivalent for specialised operational property and Existing Use Value for non-specialised operational property.

7.2 Intangible Fixed Assets

The charity has no intangible fixed assets.

7.3 Heritage Assets

The charity has no heritage assets.

8.1 Analysis of Fixed Asset Investments

8.1 Analysis of Fixed Asset Investments
	2024-25	2023-24
Fixed Asset Investments:	£000	£000
Openingmarket value	8,367	7,536
Netgain /(loss)on revaluation	116	831
Closing market value	8,483	8,367

Historic cost	5,850	5,850

9. Debtors

Debtors are recognised when a legal or constructive obligation to pay is created, the amount can be measured reliably and it is probable that payment will be received.

measured reliably and it is probable that payment will be received.
	2024-25	2023-24
Amounts falling due within oneyear as at 31 March:	£000	£000
Other debtors	1,120	33
Total Debtors	1,120	33

Included in this total are debtors relating to legacy income of £1.045m.

8.2 Market value at 31 March:

8.2 Market value at 31 March:
	Held in UK	2024-25 Total	2023-24 Total
	£000	£000	£000
Investments in a Common Deposit Fund or Common Investment Fund	8,482	8,482	8,367

8.3 Analysis of Narrow Range Investments

	UK Holdings	Non-UK	2024-2025 Total	2023-2024 Total
(Fixed) Short-term Deposits:	£000 £000		£000	£000
Market value at 31 March 2024	59	2	61	82
Netgain /(loss)on revaluation	(59)	(2)	(61)	(21)
Market value at 31 March 2025	0	0	0	61

10. Analysis of Creditors

Debtors are recognised when a legal or constructive obligation to pay is created, the amount can be measured reliably and it is probable that payment will be received.

measured reliably and it is probable that payment will be received.
	2024-25	2023-24
Amounts falling due within oneyear as at 31 March:	£000	£000
Other creditors	496	495
Accruals(see note 13.1)	1,993	2,516
Total creditors falling due within oneyear	2,489	3,011

8.4 Analysis of Gross Income from Investments

8.4 Analysis of Gross Income from Investments
	2024-2025 Total	2023-2024 Total
Totalgross income	£000	£000
Other investments	486	437
	486	437

Included in this total is income from non-UK Stocks and Equities amounting to less than £1k.

11.1 Analysis of Funds

	Cost Centre	Balance 31 March 2024	Incoming Resources	Resources Expended	In Year Commitment	Gains and Losses	Balance 31 March 2025
Unrestricted:		£000	£000	£000	£000	£000	£000
UHD General Fund	76109	3,449	493	(146)	5	141	3,942
UHD Cancer Care	76460	1,616	1,602	(68)	(16)	84	3,218
PH Cardiac	76380	808	21	(36)	-	37	830
Eye Unit	76101	280	406	(26)	-	27	687
Poole Hospital Cancer Treatment	76615	-	627	-	-	-	627
Cardiac	76385	109	377	(5)	-	5	486
RBH Cardiac	71415	403	12	(20)	1	19	415
RBH Cancer	71470	439	10	(32)	14	19	450
RBH Stroke	73450	225	5	15	(25)	10	230
Leukaemia	76505	157	4	(7)	-	7	161
Breast Fund	76450	59	32	(4)	-	4	91
PH Stroke	76415	121	3	(5)	-	5	124
Poole Hospital Resource Centre	72999	159	-	-	-	-	159
PH Trauma	76440	80	2	(4)	-	5	83
Staff Health And Wellbeing	76108	61	3	(27)	20	7	64
Radiotherapy	76470	66	45	(5)	-	5	111
Paediatrics	76475	31	90	(2)	-	2	121
Stroke	76420	48	17	(3)	1	2	65
Dorset Breast ScreeningUnit	76510	59	4	(2)	(1)	3	63
Respiratory	76375	52	10	-	-	2	64
Renal Patients	71575	56	4	(3)	-	3	60
UHD Palliative Care	73502	9	52	(3)	-	3	61
Ear, Nose and Throat	76445	30	19	(1)	-	1	49
Radiology / Imaging	76565	22	29	(2)	-	2	51
Others		1,346	165	(2,750)	(1)	(644)	(1,883)
Total Unrestricted		9,685	4,034	(3,136)	(2)	(251)	10,331

	Cost Centre	Balance 31 March 2024	Incoming Resources	Resources Expended	In Year Commitment	Gains and Losses	Balance 31 March 2025
Restricted:		£000	£000	£000	£000	£000	£000
The Robert White Trust Fund	72876	2,646	103	(205)	161	206	2,911
Restricted - Jigsaw New Build	71499	1,546	40	(81)	-	69	1,574
Legacy Holding Account	76620	-	1,045	-	-	-	1,045
CT Scanner Appeal	76585	33	285	(6)	-	10	323
Christchurch Refurbishment	73550	21	26	225	-	12	285
PH Ward Refurb (was Cornelia Suite Ward Fund)	72008	253	7	(13)	-	11	258
Restricted - Medical Care Group	76305	81	47	136	(65)	9	208
PH Breast (Was Ladybird)	72640	224	5	(67)	-	10	172
Restricted - Specialities Care Group	76307	188	26	(85)	-	9	139
Gully’s Place Fund	72801	92	46	(14)	1	5	131
SpringFund	72771	95	43	(47)	1	5	96
Beach Appeal - Critical Care	76595	-	99	(15)	-	-	84
Beach Appeal - General	76580	17	89	(6)	(34)	3	69
Restricted - Charities Offce	76102	91	5	(36)	-	5	65
Others		273	130	(140)	1	13	276
Total Restricted		5,560	1,997	(354)	65	367	7,634

Total of all Funds		15,245	6,031	(3,490)	63	116	17,965

11.2 Details of Funds

UHD General Fund

Unrestricted fund to assist in the provision of patient care and staff welfare in various wards and departments of all UHD hospitals.

UHD Cancer Care

Any purpose relating to the treatment of cancer within the Trust.

PH Cardiac

To assist in the provision of patient care and staff welfare in Poole Cardiac.

Eye Unit

To assist in the provision of patient care and staff welfare in the Bournemouth Eye Unit.

Poole Hospital Cancer Treatment

To assist in the provision of patient care and staff welfare in Poole Hospital Cancer services.

PH Stroke

To assist in the provision of patient care and staff welfare in Poole Stroke.

Poole Hospital Resource Centre

Fixed asset reserve for the Resource Centre which provides information resources for patients.

PH Trauma

To assist in the provision of patient care and staff welfare in the trauma directorate.

Staff Health And Wellbeing

To assist in the provision of staff wellbeing in the trust.

Radiotherapy

To assist in the provision of patient care and staff welfare in Radiotherapy.

Ear, Nose and Throat

To assist in the provision of patient care and staff welfare in Ear, Nose and Throat. .

Radiology / Imaging

To assist in the provision of patient care and staff welfare in Radiology / Imaging.

The Robert White Trust Fund

To fund the Robert White Cancer Centre and other cancer equipment and services.

Restricted - Jigsaw New Build

Funds held for the Jigsaw Building.

Legacy Holding Account

Fund for legacy accrual.

CT Scanner Appeal

To fund the CT Scanner Appeal.

Spring Fund

To provide support to parents and relatives who have experienced the death of a baby during pregnancy, at or just after birth.

Beach Appeal - Critical Care

To fund the Beach Appeal - Critical Care.

Beach Appeal - General

To fund the Beach Appeal - General.

Restricted - Charities Office

To assist in the provision of patient care and staff welfare .

Others (all under £50,000)

To assist in the provision of patient care and staff

welfare in other departments of UHD.

Paediatrics

Cardiac

To assist in the provision of patient care and staff welfare in Cardiac.

RBH Cardiac

Any purpose relating to the the treatment of heart conditions within the Trust.

RBH Cancer

Any purpose relating to the treatment of cancer within the Trust.

RBH Stroke

Any purpose relating to stroke care within the Trust.

Leukaemia Fund

To assist in the provision of patient care and staff welfare in Leukaemia.

Breast Fund

To assist in the provision of patient care and staff welfare in Breast Care.

To assist in the provision of patient care and staff welfare in Paediatrics.

Stroke

Any purpose relating to stroke care within the Trust.

Dorset Breast Screening Unit

To assist in the provision of patient care and staff welfare in DBSU.

Respiratory

To assist in the provision of patient care and staff welfare in respiratory.

Renal Patients

To assist in the provision of patient care and staff welfare in Renal.

UHD Palliative Care

To assist in the provision of patient care and staff welfare in Palliative Care.

Christchurch Refurbishment

To fund the Christchurch Refurbishment.

PH Ward Refurb (was Cornelia Suite Ward Fund)

Designated for ward refurbishment throughout Poole Hospital.

Restricted - Medical Care Group

To assist in the provision of patient care and staff welfare in the Medical Care Group.

PH Breast (Was Ladybird)

To assist in the provision of patient care and staff welfare in the Ladybird Unit.

Restricted - Specialities Care Group

To assist in the provision of patient care and staff welfare in the Specialities Care Group.

Gully’s Place Fund

To assist in the provision of end of life care and palliative care for children.

12. Contingencies

The following contingent gains have not been included in the accounts:

The following contingent gains have not been included in the accounts:
	2024-25	2023-24
Contingentgains:	£000	£000
OutstandingLegacies	2,052	2,907
Total contingentgains	2,052	2,907

13. Commitments, Liabilities and Provisions

13.1 Commitment Breakdown for 2024/25

13.1 Commitment Breakdown for 2024/25	13.1 Commitment Breakdown for 2024/25
		Capital	Other	Total
		£000	£000	£000
Brought Forward Commitments as at 31 March 2024		555	1,960	2,515
Prior Commitments spent during2024-25		445	1,011	1,456
Remaining prior commitment		110	949	1,059
New commitments during2024-25		147	787	934
Commitments as at 31 March 2025		257	1,736	1,993

Large Commitments 2024/25 - Projected expenditure dates	CFA Number		Value £000	Estimated Expend Date
SGRT 2	RW Commitment		638	2025/26
Immunotherapytoxicityservice May23 CFC	RW Commitment		179	2025/26

Improvingstaff areas	CFA2023-258		62	2025/26
1x 8a clinicalpsychologist / 1x band 4 Research assistant	CFA2024-116		90	2025/26
Hospice at Home Service	CFA2024-163		107	2025/26
Youthwork service with emergencydepartment x 2	CFA2024-404		93	2025/26
WiFi Upgrade for the whole trust	CFA2024-413		65	2025/26

14. Indemnity Insurance

14. Indemnity Insurance
	2024-25	2023-24
Description of Cover:	£000	£000
Trustee IndemnityInsurance	4	4

15. Connected Organisations

	2024-25	2024-25	2023-24	2023-24
	Operating Income of Connected Organisation	Audited Surplus/ (Defcit) for Connected Organisation	Operating Income of Connected Organisation	Audited Surplus/ (Defcit) for Connected Organisation
Name of Organisation	£000	£000	£000	£000
University Hospitals Dorset NHS Foundation Trust	906,264	(81,978)	840,441	(32,291)

13.2 Liabilities

The Trustee recognise liabilities in the accounts once they have incurred either a legal or constructive obligation to expend funds.

Commitments totalling £1,993,425 relating to grants payable, have been included in the accounts.

66 1

To the volunteers, supporters, fundraisers and groups, without whom we would not be able to provide the many benefits to our patients and staff at the Royal Bournemouth, Poole and Christchurch Hospitals.

Philip Trim

We simply can’t thank everyone so here are a few of our major donors and supporters:

Care South

ASMPT

Baby and Children’s Nearly New Sale Beryl Spashot

Carole Loader

Circo Lounge

The Cadbury Family Erasure-ish

Bournemouth Hebrew Congregation Bournemouth Joggers

Gary Hargreaves Going for Bust Gold Accounting Handmade with Love

Brackenwood Open Garden Bulbury Woods Golf Club

Haskins

HOT Radio

The Grace Trust The John Ackroyd Charitable Trust Knit and Natter Mazars Charitable Trust The McDermott Family Monday Maids

Mr & Mrs Simcock Oak Services Oakdale Runners

Poole Centenary Club Poole Town Football Club Prime Demolition Richard Wilkins

Roger Parsons

The Roger Raymond Charitable Trust Sophie’s Legacy Spetisbury Construction Talbot Village Trust Valentine Charitable Trust Valerie Harris

O UHDcharity.org C 0300 019 4060/8449 UHD.charity@nhs.net @UHDcharity University Hospitals Dorset NHS Charity FR FUNDRAISING REGULATOR Rtyisled ChaDty Nth1057366

CONTENTS

AIMS AND OBJECTIVES ee

CHARITABLE PURPOSE

The charity raises funds to:

MISSION, VALUES AND GOALS

integrity

compassion

innovation

Our fundraising promise:

FACTS AND FIGURES

Reegan & Ridha’s Head Shave

Daniel’s Spectacular Skydiving for Cancer

Broadstone Cricket Social

Light up the Prom Shines Again

Elves Dash for Charity Along Boscombe Prom

A Night of Sparkle for ACTS

Stepping Up for Men’s Health

CORPORATE CHAMPIONS - PARTNERS IN CARE

Our corporate partners are more than

Haskins Garden Centres

Morebus

HOT Radio

Philip Trim Contractors

raising an amazing

Gully’s Place - A lifeline for families when they need it most

SPRING

Running in Memory of Lily

SPRING - Standing with Families Through Baby Loss

Erasure-ish, A Tribute with Heart

John McDermott’s 100km Ultra Challenge

Santa Sleigh Run Lights Up Lychett Matravers

Crafting For A Cause

Phantasia - Music in Memory

SPEND - What we achieved together in 2024-25

FUNDRAISING POLICY

RESERVES POLICY

TRUSTEE

REFERENCE & ADMINISTRATIVE DETAILS

STRUCTURE, GOVERNANCE & MANAGEMENT

Debbie Anderson

Claire Whitaker

Pankaj Davé

Helena McKeown

Pete Papworth

Tina Ricketts

RISK MANAGEMENT

UNIVERSITY HOSPITALS DORSET NHS CHARITY ANNUAL ACCOUNTS

AS AT 31 MARCH 2025

CONTENTS

EXECUTIVE SUMMARY a

STATEMENT OF TRUSTEE’S RESPONSIBILITIES IN RESPECT OF THE TRUSTEE’S ANNUAL REPORT AND THE FINANCIAL STATEMENTS ee

Member of the Charitable Funds Committee

INDEPENDENT AUDITORS REPORT

Independent auditor’s report to the Trustees of University Hospitals Dorset NHS Charity

Opinion

Basis for opinion

Going concern

Fraud and breaches of laws and regulations – ability to detect

Identifying and responding to risks of material misstatement due to fraud

Identifying and responding to risks of material misstatement due to non-compliance with laws and regulations

Other information

Trustees’ responsibilities

Auditor’s responsibilities

The purpose of our audit work and to whom we owe our responsibilities

Matters on which we are required to report by exception

Jonathan Brown

for and on behalf of KPMG LLP, Statutory Auditor

Chartered Accountants

STATEMENT OF FINANCIAL POSITION AS AT 31 MARCH 2025

NOTES TO THE ACCOUNTS

1.1 Basis of Preparation

a) Parent entity

1.2 Incoming Resources

b) Intangible income

c) Legacies

d) Debtors

1.3 Resources Expended & Arrangements with UHD FT Staff

a) Cost of generating funds

b) Grants payable