Finance Score: -4

Governance Score: 8

Support Score: 6

Liabilities <10%: +3
Excess reserves: -3
Income diversified: +3
Multiple Deficits: -2
Fundraising costs high: -5

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 10

WESSEX CHILDREN'S HOSPICE TRUST

Naomi House and Jacksplace Hospices provide essential care and support to life-limiting and life-threatened children, young adults and their families from across central southern England.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Income generation is well diversified
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £23,706,086 available, equivalent to 35 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

Established: 33 years

www.naomihouse.org.uk

katie.lumsden@naomihouse.org.uk

01962 760060

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£7,945	£8,072	£-126	£3,245	£30,324	£23,706	35.2	165	463
31/03/22	£7,979	£7,195	£783	£2,926	£30,651	£23,836	39.8	161	490
31/03/21	£7,631	£7,119	£512	£2,654	£28,734	£21,740	36.6	173	200
31/03/20	£7,516	£8,300	£-784	£3,599	£25,989	£18,452	26.7	187	550
31/03/19	£10,353	£9,022	£1,331	£3,312	£27,153	£19,247	25.6	183	562
31/03/18	£8,370	£9,166	£-796	£3,616	£25,013	£17,277	22.6	188	0
31/03/17	£8,031	£8,564	£-533	£3,362	£25,556	£17,861	25	179	0
31/03/16	£7,778	£8,018	£-240	£3,423	£24,926	£17,265	25.8	160	0
31/03/15	£8,798	£8,419	£378	£3,231	£25,269	£17,775	25.3	138	0
31/03/14	£7,305	£6,965	£339	£2,839	£24,095	£17,243	29.7	126	0
31/03/13	£6,910	£6,186	£723	£2,554	£23,618	£17,137	33.2	121	0
31/03/12	£6,193	£6,068	£125	£2,271	£22,143	£14,734	29.1	120	0
31/03/11	£6,737	£6,191	£546	£2,268	£21,275	£12,985	25.2	122	0
31/03/10	£7,879	£5,046	£2,832	£2,058	£20,140	£11,173	26.6	106	0
31/03/09	£6,763	£4,618	£2,145	£1,859	£16,638	£10,050	26.1	99	0
31/03/08	£12,193	£4,144	£8,049	£1,706	£18,788	£11,773	34.1	94	0
31/03/07	£4,711	£3,818	£894	£1,482	£11,161	£10,927	34.3	88	0
31/03/06	£3,860	£3,412	£448	£0	£0	£0	n/a	0	0
31/03/05	£2,922	£2,890	£33	£0	£0	£0	n/a	0	0
31/03/04	£2,722	£2,398	£325	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 73.7%
Fundraising Costs/Total Spending: 41.7%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 3%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 78%
Reserves/Spending: 35.2 months
Net Current Assets/Spending: 5 months
Quick Ratio: 2.8

Asset Split ?

Listed activities

The Advancement Of Health Or Saving Of Lives

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Dorset, Hampshire, Isle Of Wight, Surrey, West Berkshire, West Sussex, Wiltshire,

Who it helps

Children/Young People

Who works here?

165 employees
463 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Department of Health	£1,375,524
Sir Jules Thorn Charitable Trust	£5,000
Masonic Trust	£2,400
Community Foundation for Surrey	£1,000

Specific Donations

Amount	When Months	To be used for
Community Foundation for Surrey - Funding towards the essential running costs of a charity that supporting children and young people experiencing life limiting and life threatening conditions
£1,000	01/02/2024 11.774193548387	Funding towards the essential running costs of a charity that supporting children and young people experiencing life limiting and life threatening conditions
Department of Health - Wessex Children's Hospice Trust (Naomi House)
£754,769	01/06/2022	The grant supports the sustainable hospice service offer of palliative and end of life care for children and young people. Please note that these hospice grants were previously funded by DHSC and was ....more The grant supports the sustainable hospice service offer of palliative and end of life care for children and young people. Please note that these hospice grants were previously funded by DHSC and was then transferred to NHSE to distribute and manage as ongoing support to the childrens hospices via a multi year award.
Sir Jules Thorn Charitable Trust - Wessex Children's Hospice Trust - 30/09/21
£5,000	29/11/2021	Core Funding
Masonic Trust - MCF Hospice
£780	10/11/2021	Unrestricted funding for hospices
Masonic Trust - MCF Hospice
£1,620	10/11/2021	Unrestricted funding for hospices
Department of Health - Wessex Children's Hospice Trust (Naomi House)
£620,755	14/09/2021	The grant supports the sustainable hospice service offer of palliative and end of life care for children and young people.
Ministry of Defence - Financial Assistance/Support
£95,000	01/04/2018	Banking fines - Treasury to direct to various Armed Forces causes
Masonic Trust - Hospice Grant
£3,514	19/10/2016	Core funding for hospices

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 40-69

ALEXANDER DELAMERE-WHITE Appointed: 2023, Occupation: Director

ANDREW DAVID MEEHAN (Chair) Appointed: 2022, Occupation: Director

CHRISTOPHER JOHN PEARCE Appointed: 2023, Occupation: Director

DR MICHAEL MILLER Appointed: 2015, Occupation: Paediatric Care Consultant

HELEN ANNETTE BURROWS Appointed: 2019, Occupation: Trustee

JULIAN FREDRICK CHARLES CRACKNELL Appointed: 2016, Occupation: Managing Director

JANE FERGUSON Appointed: 2021, Occupation: Director

JULIE DAWES Appointed: 2021, Occupation: Director

MAJOR JULIAN FRANCIS SCUTTS WALKER TD MRICS Appointed: 2016, Other trusteeship: THE CONNAUGHT TRUST,

ROB SIMPSON Appointed: 2018, Occupation: Director

ROBIN HASSAN Appointed: 2018, Occupation: Director

SAMANTHA NICOLSON Appointed: 2020, Occupation: Chief Financial Officer

SARAH WEBB Appointed: 2023, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 09/05/1991, number: 1002832
Registered at Companies House on 15/04/1991, number: 02601495

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from HEARING CONCERN ROMSEY on 07/12/2021

Main office

WESSEX CHILDRENS HOSPICE TRUST
NAOMI HOUSE
STOCKBRIDGE ROAD
SUTTON SCOTNEY
WINCHESTER
SO21 3JE

Objectives

THE RELIEF OF SICKNESS AMONGST CHILDREN AND YOUNG PEOPLE.

Defined Area of Benefit:

IN PRACTICE WESSEX AND SURREY

Data Sources