What is the financial size of THE OAKHAVEN TRUST?

THE OAKHAVEN TRUST is classified as a major charity. In the latest financial year, they reported a total income of £10,180,828 and total expenditure of £8,942,699.

How does THE OAKHAVEN TRUST allocate its spending?

For every pound spent, approximately 75.2% goes directly to charitable activities. The remaining 24.8% is spent on raising funds and administration. This is lower than the median for similar-sized charities (97.2%).

What is the workforce structure of THE OAKHAVEN TRUST?

THE OAKHAVEN TRUST employs 257 staff members and is supported by 400 volunteers.

Does THE OAKHAVEN TRUST receive government funding?

To a small extent. Approximately 16.1% of their income comes from government grants or contracts.

Does THE OAKHAVEN TRUST pay its trustees?

No, the latest data indicates that trustees do not receive payments or personal benefits from the charity.

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THE OAKHAVEN TRUST

#900215

Charitable company•Major•Registered

www.oakhavenhospice.co.uk

Providing excellence in care and promoting the best quality of life for people living with a life-limiting condition and their families. Meeting the end-of-life care needs of our local community through the provision of specialist services combined with support, education, partnership working and collaboration with others. Patients receive expert, dignified, compassionate and supportive care.

Registered address

OAKHAVEN HOSPICE, LOWER PENNINGTON LANE, PENNINGTON, LYMINGTON, SO41 8ZZ

Latest HighlightsFY 2025

Income

All sources

£10,180,828

Expenditure

All activities

£8,942,699

Net Reserves

Unrestricted funds

£5,077,427

Total Assets

Gross assets

£12,283,977

Working Capital

Liquidity

£487,608

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:

Reserve Runway

6.8 months

Median: 3.6 monthsAround typical

Income Growth (1yr)

36.3%

Median: 8.2%Top quartile

Spending Efficiency

75.2%

Median: 97.2%Below typical

Income Concentration

34.6%

Median: 87.1%Top quartile

Fundraising ROI

11.7x

Median: 27.3xAround typical

Income Volatility

21.4%

Median: 13.4%Around typical

Self-Generated Income

55.6%

Median: 92.1%Around typical

3-Year Income CAGR

5.8%

Median: 8.7%Around typical

Efficiency & Health

Charitable Spending

75.2%

Fundraising Eff.

% income retained

11.7%

Governance Cost

% of expenditure

Grant Making

% given away

Debt Ratio

% of assets

5.5%

Survival Ratio

Months of reserves

6.8 months

Income Profile

Donations & Legacies

% of income

41.4%

Government Reliance

% of income

16.1%

Largest Source

Primary income

Donations & Legacies

Diversification

HHI: 3459

Moderately Concentrated

Trends

Income Growth (1yr)

Year over Year

36.3%↑

Income CAGR (3yr)

Compound growth

5.8%

Volatility

Moderate Volatility

21.4%

Reserves Trend

Direction

Building

Governance

Employees

Staff count

257

Volunteers

Volunteer count

400

Volunteer Ratio

Per staff member

1.6:1

Revenue/Employee

Per head

£39,614

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

3.1%

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure

Income Sources

Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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