Finance Score: -4

Governance Score: 9

Support Score: 4

Liabilities <10%: +3
Excess liquidity: -1
Positive trading contribution: +2;Strong growth: +2
Multiple Deficits and declines: -5
Fundraising costs high: -5

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

Overall weighted support: +4

Overall GiG Score: 9

KATHARINE HOUSE HOSPICE TRUST

To promote the holistic welfare of those suffering terminal illness and to establish, maintain and manage a hospice. Physical, psychological, social and spiritual dimensions are addressed in equal balance for each individual within the context of their family. Patients may experience help from home care, day care, in-patient care, hospital support, lymphoedema care or home nursing.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
This charity has a robust balance sheet
More than half of total income was derived from trading and fees in the latest year
There has been strong growth in spending over the last 5 years, despite a decline more 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:

Liquidity appeared to be in excess of CC guidelines at the latest year end
Income has been volatile and on several occasions in recent years less than spending
Fundraising costs are extremely 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
31/03/24		£2,688	£3,398	£-710	£1,838	£5,514	£5,498	19.4	44	276
31/03/23		£2,765	£3,223	£-458	£1,705	£5,957	£5,102	19	40	241
31/03/22		£3,028	£2,622	£406	£1,502	£6,607	£5,754	26.3	37	269
31/03/21		£4,920	£4,632	£288	£1,015	£6,016	£5,390	14	84	302
31/03/20?		£4,232	£4,510	£-278	£1,267	£5,417	£5,223	13.9	87	372
31/03/18		£3,757	£4,205	£-448	£1,159	£6,603	£6,551	18.7	128	0
31/03/17		£3,786	£3,797	£-12	£987	£7,044	£6,955	22	128	0
31/03/16	*	£3,603	£3,517	£86	£908	£6,762	£6,709	22.9	125	0
31/03/15		£3,647	£3,526	£121	£907	£6,801	£6,760	23	69	0
31/03/14	*	£3,343	£3,350	£-7	£881	£6,577	£6,545	23.4	66	0
31/03/13		£3,149	£3,253	£-104	£801	£6,560	£6,515	24	65	0
31/03/12		£3,205	£3,196	£9	£790	£6,612	£6,588	24.7	63	0
31/03/11		£3,579	£2,999	£580	£770	£6,668	£6,645	26.6	61	0
31/03/10		£2,941	£2,878	£63	£743	£6,113	£6,090	25.4	60	0
31/03/09		£3,225	£2,777	£448	£677	£5,921	£5,921	25.6	59	0
31/03/08		£3,198	£2,545	£653	£614	£5,608	£5,148	24.3	56	0
31/03/07		£2,439	£2,277	£162	£500	£5,069	£5,066	26.7	54	0
31/03/06		£3,051	£2,084	£967	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£2,707	£1,892	£815	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£1,866	£1,691	£175	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 163.8%
Fundraising Costs/Total Spending: 54.6%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 9%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 19.4 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.1

Asset Split ?

Balance Sheet History

Established: 37 years

www.khh.org.uk

GENERAL@KHH.ORG.UK

01295811866

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice & bereavement services

How it operates

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

Where it operates

Northamptonshire, Oxfordshire, Warwickshire,

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.

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Hospice
£1,470	10/11/2021	Unrestricted funding for hospices
Sir Jules Thorn Charitable Trust - Katharine House Hospice Trust - 27/04/21
£5,000	14/06/2021	Core Funding
Masonic Trust - MCF Hospice UK Partnership
£31,000	31/03/2021	Inclusion Matters: Creating a culture of equality, diversity and inclusion at Katharine House Hospice and Sobell House Hospice
Quartet Community Foundation - Grant to Katherine House Hospice
£7,150	04/12/2018	Towards a new bed for an in-patient unit at a hospice supporting people and their families facing life-limiting illnesses.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 34-79

ANNE CATHERINE TUTT Appointed: 2024, Occupation: Retired

BENJAMIN WALMSLEY Appointed: 2023, Occupation: It Director

CLAIRE DOBBS Appointed: 2023, Occupation: Consultant

DAVID WHITTINGHAM Appointed: 2023, Occupation: Ceo

FEDERICA RONCO Appointed: 2024, Occupation: Fundraiser

GERALDINE BURKE Appointed: 2017, Occupation: Specialist Clinical Adviser

MARY LINDSEY BOWSER Appointed: 2019, Occupation: Talent Leader

RICHARD NICHOLAS JONES Appointed: 2019, Occupation: Managing Director

SAMUEL SHADBOLT Appointed: 2022, Occupation: Head Of Legal

SIR TIM JENNER (Chair) Appointed: 2019, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 26/06/1987, number: 297099
Registered at Companies House on 20/05/1987, number: 02133391

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
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; AR16: 16 days late, AR14: 0 days late,

Recent reorganisation events:

Asset transfer in from THE WINDMILL THURSDAY CLUB LTD on 08/08/2022

Main office

The Katharine House Hospice
Aynho Road
Adderbury
BANBURY
OX17 3NL

Objectives

(a) To provide a public benefit to support those with incurable illness and their families from diagnosis onwards directly and via partnership with other healthcare providers. With particular focus to funding and supporting the work of Katharine House Hospice in Adderbury, and the outreach to patients at home.(b) To educate and inform on end of life and palliative care, through outreach work in the community and the provision of funds and training. (c) To maintain the Katharine House Hospice building in Aynho Rd, Adderbury.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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