Finance Score: -1

Governance Score: 9

Support Score: 5

Liabilities <10%: +3
Excess reserves: -3
Income diversified: +3
Fundraising costs high: -4

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

Grant maker support: +5

Overall GiG Score: 13

HOSPICE IN THE WEALD

Hospice services provided to patients, carers and their families in West Kent and East Sussex

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Income generation is well diversified
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 age and gender and dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £29,102,533 available, equivalent to 30 months of spending and so may not be able to utilise additional funding
Fundraising costs are extremely high relative to funds raised

Established: 44 years

www.hospiceintheweald.org.uk

enquiries@hospiceintheweald.org.uk

01892820500

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		£12,998	£11,454	£1,545	£3,520	£29,103	£29,103	30.5	233	1,009
31/03/22		£11,048	£11,066	£-18	£3,441	£28,080	£28,080	30.5	221	983
31/03/21		£10,895	£10,426	£469	£2,979	£27,193	£27,193	31.3	258	955
31/03/20		£11,575	£10,192	£1,382	£3,381	£23,748	£23,652	27.8	250	1,100
31/03/19		£11,423	£9,674	£1,749	£3,618	£22,509	£22,377	27.8	251	1,200
31/03/18		£9,826	£9,133	£694	£3,485	£20,053	£20,033	26.3	228	0
31/03/17		£9,917	£9,219	£698	£3,304	£19,360	£19,339	25.2	240	0
31/03/16		£8,631	£8,790	£-158	£2,977	£16,067	£16,051	21.9	187	0
31/03/15		£8,639	£8,151	£488	£2,419	£16,647	£16,647	24.5	193	0
31/03/14		£7,945	£6,969	£976	£2,028	£16,160	£16,160	27.8	160	0
31/03/13		£7,533	£6,324	£1,209	£1,754	£14,686	£14,686	27.9	150	0
31/03/12		£6,000	£5,792	£208	£1,467	£13,478	£13,476	27.9	143	0
31/03/11		£5,565	£5,578	£-13	£1,482	£13,211	£13,209	28.4	130	0
31/03/10		£6,358	£5,225	£1,134	£1,456	£13,164	£13,141	30.2	128	0
31/03/09		£6,212	£5,053	£1,159	£1,435	£11,980	£11,950	28.4	150	0
31/03/08	*	£6,343	£4,403	£1,940	£1,251	£10,847	£10,527	28.7	103	0
31/03/07	*	£3,810	£3,167	£643	£1,046	£8,910	£8,904	33.7	97	0
31/03/06	*	£4,787	£2,828	£1,959	£0	£0	£0	n/a	0	0
31/03/05	*	£3,579	£2,597	£982	£0	£0	£0	n/a	0	0
31/03/04	*	£3,357	£2,460	£897	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 44.1%
Fundraising Costs/Total Spending: 31.4%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 6%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 30.5 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.7

Asset Split ?

Listed activities

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

East Sussex, Kent,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

233 employees
1,009 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

LUND TRUST	£50,000
Department for Education	£4,750
Masonic Trust	£2,175

Specific Donations

Amount	When Months	To be used for
LUND TRUST - Towards core costs
£25,000	01/12/2022	Towards end-of-life care for local people
LUND TRUST - Towards core costs
£25,000	15/12/2021	Towards support for inpatients in Inverness and palliative care across the Highlands
Masonic Trust - MCF Hospice
£2,175	10/11/2021	Unrestricted funding for hospices
Department for Education - Apprenticeships Participation 18+
£4,750	01/04/2020	To fund the provision of apprenticeship training.
Wolfson Foundation - Grant to Hospice in the Weald
£60,000	16/06/2017	Refurbishment of bedrooms and ensuite showers
Masonic Trust - Hospice Grant
£3,147	19/10/2016	Core funding for hospices

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 47-70

CLAIRE RATNAYAKE Appointed: 2022, Occupation: Ceo

DR TIM PALMER Appointed: 2023, Occupation: Retired

DR ANDREW LONG Appointed: 2023, Occupation: Trustee, Other trusteeship: THE FELLOWSHIP OF POSTGRADUATE MEDICINE,

DR SUSAN JANE GRIEVE Appointed: 2020, Occupation: Retired

EDWARD WESSON Appointed: 2018, Occupation: Teacher

GARY WITHERS (Chair) Appointed: 2020, Occupation: Non Executive Director

JOANNA FELICITY FORD Appointed: 2017, Occupation: Solicitor

LINDA KING Appointed: 2022, Occupation: Retired

PAUL STEVENSON Appointed: 2023, Occupation: Trustee

SUZANNE COCKADAY Appointed: 2019, Occupation: Executive Programme Manager

Legal constitution

Charitable company registered in England & Wales on 27/06/1980, number: 280276
Registered at Companies House on 04/06/1980, number: 01499846

Gift Aid

Registered with HMRC for Gift Aid

Event History

20/04/2023 - Asset transfer in from THE RYDON GROUP CHARITABLE TRUST
21/11/2023 - Asset transfer in from THE TRINITY URC BROMLEY TRUST

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; AR08: 1 days late, AR07: 2 days late, AR06: 1 days late, AR05: 15 days late, AR04: 1 days late,

Recent reorganisation events:

Asset transfer in from THE RYDON GROUP CHARITABLE TRUST on 20/04/2023
Asset transfer in from THE TRINITY URC BROMLEY TRUST on 21/11/2023

Main office

Hospice in the Weald
Maidstone Road
Pembury
Tunbridge Wells
TN2 4TA

Objectives

TO PROMOTE THE RELIEF OF SICKNESS IN SUCH CHARITABLE WAYS AS THE HOSPICE SHALL FROM TIME TO TIME THINK FIT, AND IN PARTICULAR:- (A) TO PROMOTE THE CARE WITHOUT LIMITATIONS OF SEX, RACE OR AGE, OF PERSONS SUFFERING FROM TERMINAL ILLNESS OR INTRACTABLE PAIN WHETHER IN HOSPITAL, NURSING HOMES, CLINICS OR THEIR OWN HOMES AND TO PROVIDE MEDICAL NURSING AND OTHER TREATMENT AND ATTENTION (B) TO CONDUCT, PROMOTE AND ENCOURAGE RESEARCH INTO THE CARE AND TREATMENT OF SUFFERERS FROM TERMINAL ILLNESS OR INTRACTABLE PAIN TO MAKE PUBLICLY AVAILABLE THE RESULTS OF SUCH RESEARCH. (FOR FURTHER DETAILS SEE CLAUSE 1 OF THE MEMORANDUM OF ASSOCIATION).

Defined Area of Benefit:

KENT, EAST SUSSEX, WEST SUSSEX

Data Sources