Finance Score: -2

Governance Score: 8

Support Score: 5

Liabilities <10%: +3
Excess reserves: -2
Income diversified: +3
Multiple Deficits: -2
Fundraising costs high: -4

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 11

TRINITY HOSPICE AND PALLIATIVE CARE SERVICES LTD

Provision of palliative care services to the communities of Blackpool Fylde and Wyre

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Income generation is well diversified
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:

There are 15 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £27,724,145 available, equivalent to 30 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 extremely high relative to funds raised

Established: 43 years

www.trinityhospice.co.uk

trinity.enquiries@nhs.net

01253358881

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	£12,232	£11,146	£1,086	£3,081	£29,495	£27,724	29.8	217	650
31/03/22	£10,511	£9,949	£562	£2,472	£29,602	£27,754	33.5	252	600
31/03/21	£11,476	£9,774	£1,702	£2,055	£28,228	£26,228	32.2	256	600
31/03/20	£9,020	£9,675	£-655	£2,215	£22,448	£20,197	25.1	199	400
31/03/19	£9,047	£9,410	£-363	£2,232	£25,091	£22,932	29.2	183	900
31/03/18	£10,198	£8,630	£1,568	£1,990	£24,983	£22,621	31.5	169	0
31/03/17	£8,967	£8,176	£791	£1,667	£23,426	£21,122	31	163	0
31/03/16	£7,588	£7,781	£-193	£1,574	£20,917	£18,522	28.6	210	0
31/03/15	£8,806	£7,535	£1,271	£1,626	£21,588	£19,112	30.4	150	0
31/03/14	£9,376	£7,089	£2,287	£1,481	£19,625	£17,198	29.1	129	0
31/03/13	£7,039	£6,925	£113	£1,281	£16,850	£14,357	24.9	145	0
31/03/12	£6,441	£6,860	£-419	£898	£15,753	£13,193	23.1	148	0
31/03/11	£5,780	£6,996	£-1,216	£780	£16,229	£13,599	23.3	156	0
31/03/10	£7,709	£6,281	£1,428	£675	£16,936	£14,190	27.1	142	0
31/03/09	£5,947	£6,237	£-289	£582	£13,805	£11,022	21.2	139	0
31/03/08	£5,875	£5,083	£792	£432	£15,561	£12,278	29	127	0
31/03/07	£4,985	£4,118	£867	£385	£15,136	£12,279	35.8	122	0
31/03/06	£4,086	£3,562	£524	£0	£0	£0	n/a	0	0
31/03/05	£5,091	£3,613	£1,479	£0	£0	£0	n/a	0	0
31/03/04	£4,046	£3,294	£752	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 36%
Fundraising Costs/Total Spending: 28.7%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 4%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 29.8 months
Net Current Assets/Spending: 7 months
Quick Ratio: 6

Asset Split ?

Listed activities

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

Blackpool, Lancashire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

217 employees
650 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

Department of Health	£429,354
Co-Operative Group	£5,438
Masonic Trust	£1,845

Specific Donations

Amount	When Months	To be used for
Department of Health - Trinity hospice and palliative care services Ltd (Brian House Children's Hospice)
£203,378	01/06/2022	The grant supports the sustainable hospice service offer of palliative and end of life care for children and young people. Please note that these hospice grants were previously funded by DHSC and was ....more The grant supports the sustainable hospice service offer of palliative and end of life care for children and young people. Please note that these hospice grants were previously funded by DHSC and was then transferred to NHSE to distribute and manage as ongoing support to the childrens hospices via a multi year award.
Masonic Trust - MCF Hospice
£1,845	10/11/2021	Unrestricted funding for hospices
Co-Operative Group - Grant to Trinity Hospice, Blackpool
£5,438	23/10/2021	Our In-patient Unit offers exceptional care when people need it most for pain management, symptom control & end-of-life care. We pride ourselves on the comfort of our environment for all who need ....more Our In-patient Unit offers exceptional care when people need it most for pain management, symptom control & end-of-life care. We pride ourselves on the comfort of our environment for all who need us.
Department of Health - Trinity hospice and palliative care services Ltd (Brian House Children's Hospice)
£225,976	14/09/2021	The grant supports the sustainable hospice service offer of palliative and end of life care for children and young people.
Co-Operative Group - Grant to Brian House Children's Hospice
£3,433	19/11/2018	Help us install a bespoke tracking system for a hoist to be used throughout our children's hospice
Masonic Trust - Hospice Grant
£3,160	18/10/2017	Core funding for hospices
Co-Operative Group - Grant to Brian House Children's Hospice
£3,970	04/08/2017	A special space designed by the children will provide our young patients with an environment to develop just as other teenagers would.
Masonic Trust - Hospice Grant
£4,435	19/10/2016	Core funding for hospices

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Based on 14/15 persons

Age Range of Trustees: 45-77

ANDREW FARNWORTH Appointed: 2022, Occupation: Company Director

DAREN GUITE Appointed: 2019, Occupation: Judge

DR ANTHONY NAUGHTON Appointed: 2019, Occupation: Doctor

DR STEPHEN DOEL Appointed: 2016, Occupation: Retired

JEAN HUNTER Appointed: 2019, Occupation: Retired

JULIE HUTTLEY Appointed: 2022, Occupation: Clinical Director

JUSTINE HOWE Appointed: 2023, Occupation: Head Of Urgent Care

KARLYN FORREST Appointed: 2023, Occupation: Programme Director

NICOLA WALMSLEY Appointed: 2019, Occupation: Director

NIGEL LAW Appointed: 2011, Occupation: Judge, Other trusteeship: SWALLOWDALE CHILDREN'S TRUST,

PETER AKROYD Appointed: 2019, Occupation: Retired

PHILIP SMITH Appointed: 2022, Occupation: Director, Other trusteeship: ROTARY CLUB OF LYTHAM TRUST FUND,

STEVE THOMPSON Appointed: 2016, Occupation: Finance Director

STEVE O'KEEFFE Appointed: 2023, Occupation: Retired

TRACY DEWHURST Appointed: 2019, Occupation: It

Legal constitution

Charitable company registered in England & Wales on 09/02/1981, number: 511009
Registered at Companies House on 07/01/1981, number: 01537498

Gift Aid

Registered with HMRC for Gift Aid

Event History

09/03/2017 - Asset transfer in from THE LEAGUE OF FRIENDS OF ROSSALL AND FLEETWOOD HOSPITALS
12/11/2018 - Asset transfer in from THORNTON CLEVELEYS HARD OF HEARING CLUB

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; all on time

Main office

TRINITY HOSPICE AND PALLIATIVE
CARE SERVICES LTD
LOW MOOR ROAD
BLACKPOOL
FY2 0BG

Objectives

TO PROMOTE THE RELIEF OF ILLNESS AND SUFFERING IN SUCH WAYS AS THE ASSOCIATION SHALL FROM TIME TO TIME THINK FIT, AND IN PARTICULAR IN THE LOCAL GOVERNMENT DISTRICTS OF BLACKPOOL, FYLDE AND WYRE AND ADJACENT AREAS. (FOR FURTHER DETAILS SEE CLAUSE 3 OF MEMORANDUM)

Defined Area of Benefit:

THE LOCAL GOVERNMENT DISTRICTS OF BLACKPOOL, FYLDE AND WYRE

Data Sources