Finance Score: -1

Governance Score: 9

Support Score: 4

Liabilities <10%: +3
Excess reserves: -3
Income diversified: +3
Large legacies income: +1
Fundraising costs high: -5

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

Grant maker support: +4

Overall GiG Score: 12

ST WILFRID'S HOSPICE (SOUTH COAST) LIMITED

St Wilfrid's Hospice provides and promotes high quality specialist palliative care through inpatient & community services. The charity operates a 14 bed inpatient unit; hospice at home service; a day hospice open 3 days a week; a community team caring for up over 230 patients at any one time; a bereavement service; an education centre and support and advice to patients & staff in local hospitals.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Income generation is well diversified
This charity has received considerable income from legacies in recent years
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

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £23,595,101 available, equivalent to 33 months of spending and so may not be able to utilise additional funding
Fundraising costs are extremely high relative to funds raised

Established: 43 years

www.stwh.co.uk

general@stwh.co.uk

01243775302

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		£8,872	£8,568	£304	£2,974	£23,629	£23,595	33	198	528
31/03/22		£8,723	£7,791	£932	£2,605	£23,326	£23,302	35.9	199	383
31/03/21		£8,923	£7,713	£1,209	£2,212	£22,395	£22,377	34.8	207	297
31/03/20		£7,801	£7,839	£-38	£2,445	£21,185	£21,148	32.4	212	532
31/03/19		£8,869	£7,252	£1,618	£2,555	£21,230	£21,205	35.1	219	484
31/03/18		£8,640	£7,409	£1,231	£2,692	£19,623	£19,565	31.7	204	0
31/03/17		£9,799	£4,578	£5,222	£2,486	£18,048	£16,707	43.8	209	0
31/03/16		£7,465	£6,885	£580	£2,284	£15,132	£14,992	26.1	188	0
31/03/15		£5,494	£6,579	£-1,084	£1,991	£15,170	£15,130	27.6	126	0
31/03/14		£5,251	£6,200	£-949	£1,651	£15,255	£15,219	29.5	126	0
31/03/13		£7,477	£5,912	£1,564	£1,556	£16,256	£16,233	32.9	126	0
31/03/12		£6,520	£5,699	£821	£1,516	£13,553	£13,521	28.5	122	0
31/03/11		£6,477	£5,392	£1,085	£1,237	£12,259	£12,228	27.2	116	0
31/03/10		£5,891	£5,019	£872	£1,046	£10,885	£10,854	25.9	113	0
31/03/09		£4,651	£4,821	£-170	£1,050	£8,419	£8,390	20.9	102	0
31/03/08		£5,481	£3,806	£1,675	£755	£10,401	£9,931	31.3	101	0
31/03/07		£3,976	£3,641	£335	£658	£10,109	£10,069	33.2	97	0
31/03/06		£3,413	£3,127	£286	£0	£0	£0	n/a	0	0
31/03/05		£3,222	£3,205	£17	£0	£0	£0	n/a	0	0
31/03/04	*	£2,626	£2,894	£-269	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 50.3%
Fundraising Costs/Total Spending: 34.7%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 3%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 33 months
Net Current Assets/Spending: 13 months
Quick Ratio: 9.7

Asset Split ?

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Hampshire, West Sussex,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups

Who works here?

198 employees
528 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

Garfield Weston Foundation	£25,000
Sir Jules Thorn Charitable Trust	£5,000
Masonic Trust	£1,845

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£25,000	17/12/2021	Support for growing demand on Hospice Community Team services, along with an investment to help diversify voluntary income to ensure the future sustainability of our services
Masonic Trust - MCF Hospice
£1,845	10/11/2021	Unrestricted funding for hospices
Sir Jules Thorn Charitable Trust - St Wilfrid's Hospice (South Coast) LTD - 04/05/21
£5,000	14/06/2021	Core Funding
Wolfson Foundation - Grant to St Wilfrid's Hospice
£150,000	16/06/2017	Construction of new hospice
Masonic Trust - Hospice Grant
£3,004	19/10/2016	Core funding for hospices

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 10/12 persons

Age Range of Trustees: 48-73

ALAN JAMES EASTER Appointed: 2020, Occupation: Business Consultant

DR ADAM STONE Appointed: 2018, Occupation: Doctor

DR ALASTAIR BATEMAN Appointed: 2023, Occupation: Retired Gp

DR KARLA GREENBERG Appointed: 2023, Occupation: Doctor

HILARY KEENLYSIDE Appointed: 2017, Occupation: Management Consultant

JOHN JAMES MARTYN Appointed: 2023, Occupation: Chartered Accountant

JULIAN JOHN CLAYTON Appointed: 2018, Occupation: Publisher

LOUISE BRUCE Appointed: 2021, Occupation: Company Director, Other trusteeship: THE CHICHESTER SINGERS,

NICHOLAS FOX Appointed: 2015, Occupation: Retired

SOLINE ANN JERRAM (Chair) Appointed: 2015, Occupation: Nurse

URSULA WATT Appointed: 2016, Occupation: Solicitor, Other trusteeships: THE ARTHUR WILLIAMS CHARITABLE TRUST, THE VICTOR AND DORIS BILLS CHARITABLE TRUST,

VICTORIA MARY MUDFORD Appointed: 2019, Occupation: Consultant

Legal constitution

Charitable company registered in England & Wales on 29/10/1981, number: 281963
Registered at Companies House on 18/05/1981, number: 01562110

Gift Aid

Registered with HMRC for Gift Aid

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
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; AR04: 30 days late,

Recent reorganisation events:

Asset transfer in from SEAFORD STROKE AND CARING CLUB on 20/03/2023

Main office

St. Wilfrids Hospice
Walton Lane
Bosham
CHICHESTER
PO18 8QB

Objectives

THE RELIEF OF PEOPLE SUFFERING FROM CANCER AND OTHER TERMINAL CONDITIONS AND THE RELIEF OF THE CARERS AND FAMILIES OF SUCH PEOPLE WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS.

Defined Area of Benefit:

NOT DEFINED

Data Sources