Finance Score: -4

Governance Score: 3

Support Score: 0

Liabilities <10%: +3
Excess reserves: -4
Volatile income
spending growth: -1
Fundraising costs high: -2

Dynamic board: +3

Large volunteers +3

Overall GiG Score: 2

SHIPSTON HOME NURSING

The relief of persons suffering from a terminal illness by the provision of nursing care in the homes of such persons.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £2,059,508 available, equivalent to 43 months of spending and so may not be able to utilise additional funding
Income has been volatile recently but spending has been maintained
Fundraising costs are high relative to funds raised

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
30/06/23	£534	£573	£-39	£103	£2,060	£2,060	43.1	19	125
30/06/22	£831	£387	£444	£46	£2,136	£2,136	66.3	17	150
30/06/21	£681	£314	£367	£35	£1,598	£1,598	61.1	20	150
30/06/20	£373	£342	£31	n/a	n/a	n/a	n/a	n/a	150
30/06/19	£355	£359	£-4	n/a	n/a	n/a	n/a	n/a	151
30/06/18	£430	£429	£0	£0	£0	£0	n/a	0	0
30/06/17	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
30/06/16	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 23.5%
Fundraising Costs/Total Spending: 18%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 43.1 months
Net Current Assets/Spending: 5 months
Quick Ratio: 5.4

Asset Split ?

Established: 9 years

www.shipstonhomenursing.co.uk

admin@shipstonhomenursing.co.uk

01608 664850

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Residential nursing care facilities

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Gloucestershire, Oxfordshire, Warwickshire,

Who it helps

Elderly/Old People
The General Public/Mankind

Who works here?

19 employees
125 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

JO CARROLL Appointed: 2023

DAVID CLIFFORD MORTON MORRIS (Chair) Appointed: 2022

DAVID JAMES MOON Appointed: 2018

DR EMILY MCHALE Appointed: 2022

DR GRAHAM DEAKIN Appointed: 2023

DR TIM PREECE Appointed: 2023

JAMES REES MORGAN MA MSC Appointed: 2015

JOHN JULIUS BEAUMONT Appointed: 2015

CLIVE JOHN ROBERT IRWIN Appointed: 2015, Other trusteeships: THE COVENTRY HOSPITALS CHARITY, SHIPSTON HOME NURSING,

MAGGIE SARGENT Appointed: 2015, Other trusteeship: SHIPSTON HOME NURSING,

Legal constitution

Charity registered in England & Wales on 09/07/2015, number: 1162586

Gift Aid

Registered with HMRC for Gift Aid

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

8 returns made; all on time

Main office

Suite 7B
Ground Floor
50 Stratford Road
Shipston on Stour
Warwickshire
CV36 4BA

Objectives

(i) The relief of persons suffering from terminal illness (or where hospital admission would normally be required) by the provision of nursing care in the homes of such persons;(ii) the advancement of education of nurses by the provision of training for such nurses in the care of terminally ill persons;(iii) The relief of the mental and physical sickness of persons suffering from bereavement or loss by the provision of counselling and support for such persons; and(iv) the furtherance of such other charitable purposes as the trustees may in their absolute discretion determinein the towns of Shipston on Stour Wellesbourne and Kineton and in other parishes and places in the administrative districts of Stratford on Avon and Cotswold and Cherwell or such other area as the Trustees in their absolute discretion determine.Nothing in this constitution shall authorise an application of the property of the CIO for purposes which are not charitable in accordance with section 2 of the Charities Act 2011

Data Sources