Finance Score: 0

Governance Score: 6

Support Score: 1

Low unrestricted reserves: -2
Large legacies income: +1
Reasonable growth: +1

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 7

SAM BEARE HOSPICE

The provision of palliative and other appropriate care to persons suffering from a terminal and/or chronic illness within a hospice(s) or within the community with the object of improving the conditions of life for such persons.To relieve the emotional and mental needs of the patients, families, carers, staff and volunteers who assist in the care of patients.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
This charity has received considerable income from legacies in recent years
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

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		£770	£770	£0	£0	£0	£0	n/a	0	50
31/03/22		£103	£103	£0	n/a	n/a	n/a	n/a	n/a	50
31/03/21		£328	£328	£0	n/a	n/a	n/a	n/a	n/a	50
31/03/20		£72	£72	£0	n/a	n/a	n/a	n/a	n/a	800
31/03/19		£183	£428	£-246	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£184	£184	£0	£0	£0	£0	n/a	0	0
31/03/17		£2,158	£2,220	£-62	£729	£245	£245	1.3	78	0
31/03/16	*	£4,390	£3,506	£884	£1,311	£307	£238	0.8	104	0
31/03/15		£2,640	£3,462	£-822	£1,156	£-577	£-645	-2.2	83	0
31/03/14		£2,884	£3,276	£-392	£1,168	£245	£115	0.4	83	0
31/03/13		£2,839	£3,057	£-218	£1,095	£637	£558	2.2	77	0
31/03/12		£2,544	£2,328	£216	£729	£855	£826	4.3	49	0
31/03/11		£2,641	£2,241	£400	£661	£639	£638	3.4	58	0
31/03/10		£2,331	£2,031	£301	£474	£239	£221	1.3	57	0
31/03/09		£1,772	£1,899	£-128	£348	£-62	£-87	-0.5	57	0
31/03/08		£1,541	£1,647	£-106	£312	£85	£41	0.3	41	0
31/03/07		£1,216	£1,067	£148	£221	£148	£147	1.7	28	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 100%
Liabilities/Income: 161%
Unrestricted Funds/Total Funds: NAN%
Reserves/Spending: 0 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.9

Asset Split ?

Established: 18 years

www.wsbhospices.co.uk

info@wsbh.org.uk

01483881750

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

Provides services

Where it operates

Surrey,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
50 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.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Woking & Sam Beare Hospices
£2,995	15/11/2019	We want to host an outdoor cinema to raise awareness and vital funds for the hospice.
Wolfson Foundation - Grant to Woking & Sam Beare Hospices
£62,000	16/06/2016	Bereavement room in new hospice facility and wellbeing centre

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 48-70

CARINA ANN KEMP Appointed: 2021, Occupation: Trustee, Other trusteeship: WOKING HOSPICE,

KERRY LOUISE JARRED Appointed: 2021, Occupation: Trustee, Other trusteeship: WOKING HOSPICE,

PETER GOODYEAR Appointed: 2015, Occupation: Trustee

RICHARD MICHAEL ROBERTS Appointed: 2017, Occupation: Managing Director

JON RICHARD JAGGER Appointed: 2017, Occupation: Accountant, Other trusteeship: WOKING HOSPICE,

MARC LESLIE RIGGS Appointed: 2013, Occupation: Company Director, Other trusteeship: WOKING HOSPICE,

NICOLA JANE EGGERS Appointed: 2018, Occupation: Managing Director, Other trusteeship: WOKING HOSPICE,

ROY ANTHONY JARVIS Appointed: 2017, Occupation: Non Executive Director, Other trusteeship: WOKING HOSPICE,

SUSAN JANE GENT Appointed: 2018, Occupation: Solicitor, Other trusteeship: WOKING HOSPICE,

TIMOTHY ANDREW STOKES Appointed: 2017, Occupation: Consultant, Other trusteeship: WOKING HOSPICE,

Legal constitution

Charitable company registered in England & Wales on 19/07/2006, number: 1115439
Registered at Companies House on 19/05/2006, number: 05822985

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

17 returns made; AR16: 4 days late,

Recent reorganisation events:

Asset transfer in from THE BUSENHART - MORGAN - EVANS FOUNDATION on 25/04/2023

Main office

Woking Hospice
The Goldsworth Park Centre
WOKING
GU21 3LG

Objectives

1) TO PROVIDE RELIEF BY PALLIATIVE AND OTHER APPROPRIATE CARE AND TREATMENT, AND SUPPORT, TO PERSONS SUFFERING FROM TERMINAL AND/OR CHRONIC ILLNESS AND/OR DISEASE AND/OR DISABILITY AND/OR BEREAVEMENT(THE PATIENTS) WITHIN A HOSPICE OR HOSPICES AND WITHIN THE COMMUNITY INCLUDING AT THE HOMES OF THE PATIENTS WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR SUCH PERSONS.2) TO RELIEVE THE EMOTIONAL AND MENTAL AND SPIRITUAL NEEDS OF THE FAMILIES, CLOSE FRIENDS, CARERS, MEDICAL AND OTHER STAFF, PROVIDING OR ASSISTING IN THE CARE OF THE PATIENTS, BY THE PROVISION OF CARE, ADVICE, SUPPORT AND COUNSELLING, INCLUDING BEREAVEMENT COUNSELLING AND ASSOCIATED SERVICES TO ANY AND/OR ALL SUCH PERSONS.

Defined Area of Benefit:

NOT DEFINED IN PRACTICE SURREY

Data Sources