Finance Score: -7

Governance Score: 9

Support Score: 3

Excess reserves: -2
Multiple Deficits: -2
Fundraising costs high: -3

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

Overall weighted support: +3

Overall GiG Score: 5

PENNY BROHN CANCER CARE

Penny Brohn help people and their families live well with the impact of cancer. They can explore which lifestyle choices are right for them by finding out about eating well, learning simple techniques to help manage stress and discover which physical activities are beneficial

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £5,699,569 available, equivalent to 26 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending
Fundraising costs are high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/11/23		£2,761	£2,665	£95	£618	£5,944	£5,700	25.7	106	40
30/11/22		£2,274	£2,838	£-564	£433	£5,818	£5,443	23	49	43
30/11/21	*	£2,285	£2,238	£47	£393	£6,383	£6,171	33.1	48	35
30/11/20		£2,932	£2,802	£130	£499	£6,336	£6,150	26.3	113	100
30/11/19		£2,687	£3,163	£-476	£791	£6,207	£5,919	22.5	142	242
30/11/18		£3,062	£3,044	£19	£734	£5,259	£5,168	20.4	71	0
30/11/17		£3,143	£2,920	£223	£677	£5,241	£5,119	21	68	0
30/11/16?		£4,045	£3,995	£50	£923	£5,019	£4,902	14.7	62	0
31/05/15		£2,460	£2,866	£-406	£646	£4,968	£4,911	20.6	60	0
31/05/14		£2,275	£2,675	£-400	£609	£5,374	£5,309	23.8	57	0
31/05/13		£2,169	£2,660	£-491	£674	£5,057	£4,825	21.8	53	0
31/05/12		£2,497	£2,365	£132	£568	£5,547	£5,152	26.1	46	0
31/05/11		£2,045	£2,167	£-122	£533	£5,415	£5,397	29.9	45	0
31/05/10		£2,980	£2,086	£894	£487	£5,536	£5,519	31.7	42	0
31/05/09		£1,819	£2,443	£-624	£694	£4,641	£4,619	22.7	50	0
31/05/08		£3,278	£3,258	£20	£1,136	£6,319	£6,248	23	60	0
31/05/07		£3,864	£3,165	£699	£1,040	£8,512	£8,356	31.7	57	0
31/05/06		£4,959	£2,351	£2,608	n/a	n/a	n/a	n/a	n/a	n/a
31/05/05	*	£2,660	£2,051	£609	n/a	n/a	n/a	n/a	n/a	n/a
31/05/04		£2,855	£2,161	£694	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 29.5%
Fundraising Costs/Total Spending: 23.2%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 17%
Liabilities/Income: 45%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 25.7 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.8

Asset Split ?

Balance Sheet History

Established: 42 years

www.pennybrohn.org.uk

info@pennybrohn.org.uk

01275370100

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

General outpatient health-care services

How it operates

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

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups
People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Quartet Community Foundation	£20,500
Sir Jules Thorn Charitable Trust	£1,750
Co-Operative Group	£1,644

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Penny Brohn Cancer Care
£500	03/01/2023	As requested by the donor to support the organisation's core activities.
Co-Operative Group - Grant to Penny Brohn UK
£1,644	23/10/2021	We want to fund the refurbishment of the basement in our new community hub in Queen's Road, so we can create more space to provide complementary therapies for people affected by cancer in Bristol.
Sir Jules Thorn Charitable Trust - Penny Brohn Cancer Care - 23/09/21
£1,750	12/10/2021	Core Funding
Quartet Community Foundation - Remote support services for cancer patients in North Somerset isolated by COVID-19
£20,000	02/11/2020	Digital, online provision of care and support services for clinically vulnerable cancer patients and their carers during the COVID-19 pandemic.
Garfield Weston Foundation - Main Grants award
£20,000	22/11/2019	The Loneliness Package of Care
Co-Operative Group - Grant to Penny Brohn UK
£2,791	15/11/2019	We want to maintain our Treatment Support Clinics for anyone preparing for, undergoing or recovering from chemotherapy and radiotherapy.
The Clothworkers Foundation - Grant to Penny Brohn UK
£7,000	03/09/2019	refurbishment of therapuetic gardens for a charity which works with older people living with cancer in Bristol
Nesta - AC00515
£22,000	27/01/2016 8	Realising the Value programme grant to Penny Brohn Cancer Care Grant Ref AC00515
National Lottery Community Fund - The Wellness Package
£491,133	17/06/2015 36	The project will work in Hull, Portsmouth, Birmingham, Bristol and London to provide support to help people better manage the impact cancer has on their lives through their Living Well courses, follow up services and support over a longer period. ....more The project will work in Hull, Portsmouth, Birmingham, Bristol and London to provide support to help people better manage the impact cancer has on their lives through their Living Well courses, follow up services and support over a longer period. The areas have been selected as being higher than the national average for the incidence of cancer.
National Lottery Community Fund - Living Well Course Workbook
£10,000	06/03/2014 12	This is a project by a charity in Bristol. The group will use the funding to design and print an updated resource book, with healthy eating guidelines, recipes, exercises and signposting for people with cancer and their families. This will provide ....more This is a project by a charity in Bristol. The group will use the funding to design and print an updated resource book, with healthy eating guidelines, recipes, exercises and signposting for people with cancer and their families. This will provide resources and exercises to support their health and well-being and self esteem._x000B_

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Data sourced from Donors via 360 Giving

How do they operate?

Living Well Course

Objectives: To help people manage the ways that cancer has affected their life

Intervention period: Two day course

Beneficiaries: All people over 18 years of age with cancer and their supporters

Description: The Living Well course allows participants to discover simple ways to eat well, manage stress and stay active to support their ongoing health, giving them a greater sense of control over their well-being. The course is a fully-catered, two-day residential at Penny Brohn’s National Centre outside Bristol. It gives people the chance to meet experts and spend time with people in a similar situation. Participants leave with detailed plans for change and it allows them to carry on friendships made to support them afterwards

How effective are they?

Commentary: *Penny Brohn use the MYCaW (Measure Yourself Concerns and Wellbeing) questionnaire for follow up surveys. This was developed by Dr Charlotte Paterson at the University of Bristol and is a validated, person-centred outcome measure, designed specifically for the evaluation of cancer support services

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 39-67

AMANDA LOUISE HILL Appointed: 2024, Occupation: Chief Of Sales & Business Operations

BINAH SHAH Appointed: 2023, Occupation: Retired

BRONWEN KRYSTYNA WRIGHT Appointed: 2024, Occupation: Head Finance Operations Manager

CHARLES RUSSELL-SMTIH Appointed: 2020, Occupation: Retired Chartered Surveyor

EMMA CLAIRE WALLIS Appointed: 2024, Occupation: Head Of People & Finance

HARVEY MARCUS Appointed: 2024, Occupation: Charity Fundraiser

JACQUELINE TANIA GRAVES Appointed: 2017, Occupation: Registered Nurse

JAYNE TUCKER Appointed: 2023, Occupation: Chartered Accountant

JESSICA NONA BROHN Appointed: 2020, Occupation: Voice Over Artist

JONATHON GREEN Appointed: 2021, Occupation: Director

NICOLA NEWTON Appointed: 2023, Occupation: Director Morgan Law

STEPHEN JONATHAN ROSSER Appointed: 2013, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 30/06/1982, number: 284881
Registered at Companies House on 17/05/1982, number: 01635916

Gift Aid

Registered with HMRC for Gift Aid

Event History

09/09/2021 - Asset transfer in from ASSOCIATION FOR NEW APPROACHES TO CANCER
09/02/2023 - Asset transfer in from THE CANON C F PILKINGTON 2000 CHARITABLE TRUST
06/02/2024 - Asset transfer in from NICOLA CORRY SUPPORT FOUNDATION

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
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; AR21: 3 days late, AR05: 41 days late,

Recent reorganisation events:

Asset transfer in from ASSOCIATION FOR NEW APPROACHES TO CANCER on 09/09/2021
Asset transfer in from THE CANON C F PILKINGTON 2000 CHARITABLE TRUST on 09/02/2023
Asset transfer in from NICOLA CORRY SUPPORT FOUNDATION on 06/02/2024

Main office

PENNY BROHN UK
CHAPEL PILL LANE
PILL
BRISTOL
BS20 0HH

Objectives

TO ADVANCE HEALTH AND RELIEVE SICKNESS AND DISTRESS, ESPECIALLY BUT NOT EXCLUSIVELY IN REGARD TO CANCER AND THOSE AFFECTED BY IT, BY SUCH MEANS AS THE TRUSTEES IN THEIR DISCRETION SHALL DECIDE.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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