Finance Score: -5

Governance Score: 9

Support Score: 4

Liabilities <10%: +3
Excess liquidity: -1
Multiple Deficits: -2
Fundraising costs high: -5

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

Grant maker support: +4

Overall GiG Score: 8

PHYLLIS TUCKWELL MEMORIAL HOSPICE LTD

Phyllis Tuckwell Hospice Care (Phyllis Tuckwell Memorial Hospice Ltd) provides specialist supportive and end of life care to adult patients, their carers and families, living with an advanced or terminal illness, including cancer, neurological conditions, heart and lung disease, etc

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
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

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

Established: 52 years

www.pth.org.uk

mail@pth.org.uk

01252729402

Charity Commission for England and Wales

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		£13,183	£14,257	£-1,074	£3,777	£23,468	£22,431	18.9	333	694
31/03/22		£12,828	£12,346	£481	£3,410	£26,334	£25,212	24.5	328	650
31/03/21		£13,082	£11,844	£1,238	£3,019	£25,436	£24,352	24.7	323	440
31/03/20		£11,998	£11,831	£167	£3,352	£20,125	£18,905	19.2	316	830
31/03/19		£10,828	£11,016	£-188	£3,199	£21,338	£20,187	22	304	995
31/03/18		£10,268	£10,393	£-125	£3,062	£20,718	£19,518	22.5	194	0
31/03/17		£9,902	£9,623	£280	£2,664	£20,493	£19,286	24.1	187	0
31/03/16		£9,778	£9,000	£778	£2,763	£18,329	£17,111	22.8	183	0
31/03/15		£7,345	£7,364	£-19	£2,613	£17,980	£16,745	27.3	150	0
31/03/14		£7,748	£6,618	£1,130	£2,178	£17,105	£15,790	28.6	139	0
31/03/13		£6,119	£6,171	£-52	£2,014	£15,538	£14,468	28.1	133	0
31/03/12		£6,518	£5,840	£677	£1,739	£14,690	£13,554	27.8	123	0
31/03/11		£6,200	£5,620	£579	£1,663	£13,927	£12,785	27.3	121	0
31/03/10		£6,436	£5,129	£1,306	£1,608	£13,274	£12,290	28.8	117	0
31/03/09		£6,963	£4,772	£2,191	£1,450	£11,468	£10,445	26.3	103	0
31/03/08		£7,294	£4,287	£3,007	£1,176	£9,833	£8,815	24.7	93	0
31/03/07		£5,554	£3,745	£1,809	£992	£7,038	£6,339	20.3	81	0
31/03/06		£3,824	£3,830	£-6	£0	£0	£0	n/a	0	0
31/03/05	*	£3,623	£3,448	£174	£0	£0	£0	n/a	0	0
31/03/04		£3,497	£3,079	£418	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 54%
Fundraising Costs/Total Spending: 26.7%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 6%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 18.9 months
Net Current Assets/Spending: 7 months
Quick Ratio: 2.8

Asset Split ?

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Hampshire, Surrey,

Who it helps

Children/Young People
Elderly/Old People

Who works here?

333 employees
694 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

Community Foundation for Surrey	£25,914
County Durham Community Foundation	£4,000
Masonic Trust	£1,845

Specific Donations

Amount	When Months	To be used for
Community Foundation for Surrey - Essential Running Costs
£1,000	08/11/2022	Funding towards the essential running costs of an organisation that supports people with terminal illnesses.
Masonic Trust - MCF Hospice
£1,845	10/11/2021	Unrestricted funding for hospices
Community Foundation for Surrey - COVID19 - Isolated Older people
£19,914	15/12/2020	Funding for night visiting service to support out-patients during the COVID winter response
County Durham Community Foundation - Core costs
£4,000	02/12/2020	Towards core costs.
Community Foundation for Surrey - Covid 19 Response - Older people
£5,000	08/04/2020	Core costs to increase capacity and support of vulnerable and critical care people during the Coronavirus pandemic
BBC Children in Need - Grant to Phyllis Tuckwell Hospice
£28,731	22/11/2018 36	This grant will provide bereavement support group sessions to young people in Surrey. The project will reduce isolation and support the young people to manage and express their feelings.
National Lottery Community Fund - Mindfulness for Living Well
£3,800	21/06/2018 12	The project aims to support individuals develop improved coping skills and achieve greater well-being. The funding will be used to provide Mindfulness courses to individuals who have been diagnosed ....more The project aims to support individuals develop improved coping skills and achieve greater well-being. The funding will be used to provide Mindfulness courses to individuals who have been diagnosed with an advanced or terminal illness.
Masonic Trust - Hospice Grant
£2,620	18/10/2017	Core funding for hospices
Masonic Trust - Hospice Grant
£3,576	19/10/2016	Core funding for hospices

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-73

ALISON JANE HUGGETT (Chair) Appointed: 2019, Occupation: Retired Director Of Nursing

ANDREW STENT Appointed: 2022, Occupation: Solicitor

ANNE WHELAN Appointed: 2017, Occupation: Retired University Lecturer, Other trusteeship: TED ADAMS TRUST LIMITED,

DAVID TOMLINSON Appointed: 2021, Occupation: Company Director

DR ANDREW BROOKS Appointed: 2022, Occupation: Medical Doctor

DR ROBERT LAING Appointed: 2020, Occupation: Clinical Oncologist

ELIZABETH JANE WELLS Appointed: 2020, Occupation: Chartered Accountant

EMMA MCLACHLAN Appointed: 2022, Occupation: Director

KENNETH RATCLIFF Appointed: 2017, Occupation: Accountant

LILIAN NSOMI-CAMPBELL Appointed: 2022, Occupation: Architect

RICHARD HUNT CBE Appointed: 2019, Occupation: Retired Chief Executive, Other trusteeships: THE FARNHAM SOCIETY, CYSTIC FIBROSIS TRUST,

Legal constitution

Charitable company registered in England & Wales on 08/09/1972, number: 264501
Registered at Companies House on 27/07/1972, number: 01063033

Gift Aid

Registered with HMRC for Gift Aid

Event History

06/05/2014 - Asset transfer in from HOSPICE HOME SUPPORT
12/07/2022 - Asset transfer in from IDA MORTLOCK SADLER TRUST
12/12/2022 - Asset transfer in from THE TINDLE FAMILY CHARITY

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; AR05: 14 days late,

Recent reorganisation events:

Asset transfer in from IDA MORTLOCK SADLER TRUST on 12/07/2022
Asset transfer in from THE TINDLE FAMILY CHARITY on 12/12/2022

Main office

PHYLLIS TUCKWELL MEMORIAL HOSPICE
WAVERLEY LANE
FARNHAM
GU9 8BL

Objectives

TO PROMOTE THE RELIEF OF ILLNESS AND SUFFERING IN SUCH WAYS AS THE HOSPICE SHALL FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources