Finance Score: -3

Governance Score: 6

Support Score: 8

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

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +8

Overall GiG Score: 11

WILLEN HOSPICE

To provide Specialist Palliative Care to people with cancer and other life limiting illnesses(symptom relief and support) who are over the age of 18 years living in Milton Keynes and surrounding communities. Depending upon the patients needs and their choice, care can be provided as an In patient, in the patients home or Day Hospice.

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
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 well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income
Fundraising costs are extremely high relative to funds raised

Established: 49 years

www.willen-hospice.org.uk

info@willen-hospice.org.uk

01908663636

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	*	£10,195	£9,344	£851	£3,439	£16,873	£15,574	20	225	1,000
31/03/22		£10,135	£8,372	£1,764	£2,510	£16,776	£15,867	22.7	194	600
31/03/21		£9,929	£7,095	£2,834	£2,220	£14,864	£14,213	24	194	420
31/03/20		£7,086	£6,998	£88	£2,346	£10,971	£10,924	18.7	195	580
31/03/19		£6,394	£6,903	£-509	£2,260	£11,190	£11,135	19.4	197	650
31/03/18		£7,223	£6,389	£834	£1,995	£11,626	£11,584	21.8	133	0
31/03/17		£6,023	£5,890	£133	£1,733	£10,780	£10,756	21.9	125	0
31/03/16		£10,227	£5,591	£4,635	£1,671	£10,259	£10,232	22	128	0
31/03/15		£5,003	£5,627	£-624	£1,722	£6,087	£6,011	12.8	124	0
31/03/14		£6,009	£5,441	£567	£1,670	£6,471	£6,345	14	123	0
31/03/13		£5,185	£5,218	£-34	£1,626	£5,868	£5,781	13.3	119	0
31/03/12		£5,334	£5,042	£292	£1,677	£5,689	£5,605	13.3	115	0
31/03/11		£4,939	£4,765	£174	£1,429	£5,414	£5,332	13.4	109	0
31/03/10		£4,876	£4,423	£453	£1,323	£5,009	£4,922	13.4	109	0
31/03/09		£4,051	£4,305	£-254	£1,230	£4,136	£4,057	11.3	105	0
31/03/08		£4,363	£4,069	£294	£1,114	£5,257	£5,166	15.2	117	0
31/03/07		£3,568	£3,689	£-121	£996	£5,339	£5,267	17.1	96	0
31/03/06		£3,708	£3,436	£272	£0	£0	£0	n/a	0	0
31/03/05		£3,167	£3,272	£-105	£0	£0	£0	n/a	0	0
31/03/04		£3,260	£2,596	£665	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 48.2%
Fundraising Costs/Total Spending: 36.8%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 5%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 92%
Reserves/Spending: 20 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.1

Asset Split ?

Listed activities

The Advancement Of Health Or Saving Of Lives

How it operates

Provides services

Where it operates

Bedford, Buckinghamshire, Central Bedfordshire, Milton Keynes, Northamptonshire,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

225 employees
1,000 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

Wolfson Foundation	£70,000
Masonic Trust	£35,648
National Lottery Community Fund	£19,440
Co-Operative Group	£11,694

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Willen Hospice
£2,657	21/10/2023	We would like to buy equipment, such as paints, books and memory boxes, to use in creative therapy sessions that improve the mental wellbeing of our patients and their families.
Masonic Trust - MCF Matched Funding
£10,000	31/01/2023	Unrestricted matched funding in partnership with the local masonic province
Co-Operative Group - Grant to Willen Hospice
£2,837	22/10/2022	We would like to run an allotment project for people with life-limiting illnesses and their families to improve their wellbeing.
Rothschild Foundation - Grant to Willen Hospice
£250	13/01/2022	In memory of the late Nic Bavington a Rothschild Foundation colleague and friend
Wolfson Foundation - Grant to Willen Hospice
£70,000	09/12/2021	Extension of inpatient unit
National Lottery Heritage Fund - Grant to Willen Hospice
£10,000	16/11/2021	Willen Hospice - Caring for MK since 1981
Masonic Trust - MCF Hospice
£1,705	10/11/2021	Unrestricted funding for hospices
Co-Operative Group - Grant to Willen Hospice
£2,582	23/10/2021	We will provide a walking group at Willen Lake for people with life-limiting illnesses and their families.
National Lottery Community Fund - Beyond Words - Art Therapy
£9,720	25/06/2021	The funding will be used to deliver art therapy sessions for children and young people living with a bereavement and adults with a life limiting illness. The project aims to relieve emotional ....more The funding will be used to deliver art therapy sessions for children and young people living with a bereavement and adults with a life limiting illness. The project aims to relieve emotional distress support with diagnosis and improve wellbeing.
Sir Jules Thorn Charitable Trust - Willen Hospice - 28/04/21
£5,000	14/06/2021	Core Funding
National Lottery Community Fund - Social Work Assistant: COVID-19 Support
£9,720	15/05/2020 3	The funding will be used to recruit a social work assistant to support patients in hospice care and their families. The project aims to provide practical support during the coronavirus pandemic.
Masonic Trust - MCF Hospice UK Partnership
£23,943	06/03/2020	Person-Centred Palliative Care for People with Learning Disabilities in Milton Keynes
Co-Operative Group - Grant to Willen Hospice
£3,618	15/11/2019	We want to buy tables and chairs to increase access to group activities for patients attending our wellbeing centre.
National Lottery Community Fund - Accessibility for Hearing Loss and Deafness
£9,765	24/01/2018 12	The organisation will provide training and assisted technology and hearing aids to support people within the deaf community and in the wider community.
Masonic Trust - Hospice Grant
£3,147	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

Based on 10/11 persons

Age Range of Trustees: 52-74

ANTHONY JAMES MARSH Appointed: 2024, Occupation: Ad Of Estates

CHARLES WILLIAM MACDONALD Appointed: 2024, Occupation: Director

MARIHELEN ESAM Appointed: 2020, Occupation: Retired

MARK JONES Appointed: 2023

PAUL ANDREW COOPER Appointed: 2022, Occupation: Director

PHILIP RONALD ARTHUR BALL Appointed: 2021, Occupation: Lead Nurse Palliative And End Of Life Care

STEVE ROBERT CARBERT Appointed: 2022, Occupation: Retired

DR MADELINE JANE ROGERS Appointed: 2016, Occupation: Retired

JAN-DENISE WOOD Appointed: 2017, Occupation: Senior Nhs Manager

PAUL DAVIS (Chair) Appointed: 2011, Occupation: Chartered Accountant

SUSAN CARBERT Appointed: 2017, Occupation: Headteacher

Legal constitution

Charitable company registered in England & Wales on 06/11/1975, number: 270194
Registered at Companies House on 31/10/1975, number: 01231909

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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; AR23: 51 days late,

Recent reorganisation events:

Asset transfer in from FRIENDS OF WILLEN HOSPICE on 23/12/2020

Main office

Milton Road
Willen Village
Milton Keynes
Bucks
MK15 9AB

Objectives

1. TO PROMOTE THE RELIEF OF SICKNESS AND SUFFERING RESULTING IN PARTICULAR FROM TERMINAL ILLNESS. 2. TO CONDUCT OR PROMOTE RESEARCH INTO THE CARE AND TREATMENT OF PERSONS SUFFERING FROM ANY ILLNESS, DISABILITY, DISEASE OF INFIRMITY AND IN PARTICULAR INTO THE CARE AND TREATMENT OF PERSONS SUFFERING FROM CANCER OR TERMINAL ILLNESSES AND THE PUBLICATION OF THE USEFUL RESULTS OF SUCH RESEARCH.

Defined Area of Benefit:

MILTON KEYNES

Data Sources