Finance Score: -2

Governance Score: 9

Support Score: 6

Liabilities <10%: +3
Positive trading contribution: +2;Multiple Deficits: -2
Fundraising costs high: -5

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

Overall weighted support: +6

Overall GiG Score: 13

KIRKWOOD HOSPICE

Kirkwood Hospice provides specialist care free of charge to adults in Kirklees with advanced, progressive illnesses at any time from diagnosis to the end of life, respecting their individual needs and wishes. care and support is also provided for their family members, friends and carers, both during the illness and after death.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
More than half of total income was derived from trading and fees in the latest year
Spending has increased over the last 3 years relative to the previous period
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:

On several occasions in recent years income has been 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
31/03/23		£9,255	£10,224	£-969	£3,653	£10,691	£10,548	12.4	262	998
31/03/22		£8,862	£8,817	£45	£2,833	£12,078	£11,978	16.3	260	985
31/03/21		£7,838	£8,439	£-601	£2,302	£11,895	£11,826	16.8	254	864
31/03/20		£7,324	£8,059	£-735	£2,705	£11,141	£11,043	16.4	269	853
31/03/19		£7,184	£7,425	£-241	£2,400	£12,440	£12,422	20.1	258	880
31/03/18		£7,016	£7,241	£-225	£2,434	£12,452	£12,414	20.6	233	0
31/03/17		£6,949	£6,701	£249	£2,373	£12,685	£12,672	22.7	153	0
31/03/16		£7,083	£6,318	£765	£2,447	£11,597	£11,576	22	139	0
31/03/15		£5,588	£5,952	£-363	£2,274	£10,965	£10,922	22	135	0
31/03/14		£5,970	£5,598	£372	£2,102	£11,049	£9,363	20.1	130	0
31/03/13		£5,867	£5,208	£659	£1,932	£10,478	£9,720	22.4	120	0
31/03/12	*	£5,318	£4,754	£564	£1,689	£9,290	£9,001	22.7	118	0
31/03/11		£4,846	£4,488	£357	£1,518	£8,783	£8,497	22.7	116	0
31/03/10		£4,125	£4,218	£-93	£1,368	£8,112	£7,871	22.4	109	0
31/03/09		£3,986	£4,063	£-76	£1,279	£7,012	£6,736	19.9	105	0
31/03/08		£4,256	£3,756	£500	£1,060	£8,024	£7,706	24.6	104	0
31/03/07		£3,378	£3,434	£-57	£878	£7,914	£7,687	26.9	100	0
31/03/06?	*	£4,307	£3,919	£387	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£3,285	£2,825	£461	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 82.6%
Fundraising Costs/Total Spending: 36%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 9%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 12.4 months
Net Current Assets/Spending: 2 months
Quick Ratio: 0.8

Asset Split ?

Balance Sheet History

Established: 42 years

www.kirkwoodhospice.co.uk

info@kirkwoodhospice.co.uk

01484557900

Charity Commission for England and Wales

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice & bereavement services

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Kirklees,

Who it helps

The General Public/Mankind

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

Wolfson Foundation	£60,000
Sir George Martin Trust	£15,900
National Lottery Community Fund	£14,460
Co-Operative Group	£5,773

Specific Donations

Amount	When Months	To be used for
Sir George Martin Trust - Grant to Kirkwood Hospice
£2,900	09/11/2023	Capital costs for Advancement of Health/Saving Lives
Wolfson Foundation - Grant to Kirkwood Hospice
£60,000	07/12/2022	Development of outside area to support people with life limiting illnesses
Co-Operative Group - Grant to Music Therapy at The Kirkwood
£2,431	22/10/2022	Music Therapy offers a friendly environment and promotes discussion of difficult topics. It helps to alleviate the stress and anxiety patients feel, while also offering some physical/mental respite.
Masonic Trust - MCF Hospice
£1,750	10/11/2021	Unrestricted funding for hospices
Sir George Martin Trust - Grant to Kirkwood Hospice
£5,000	15/10/2021	Core costs for Advancement of Health/Saving Lives
Sir George Martin Trust - Grant to Kirkwood Hospice
£5,000	15/10/2021	Core costs for Advancement of Health/Saving Lives
National Lottery Community Fund - Music Therapy
£4,500	11/06/2021	The funding will be used to deliver online one to one and group singing sessions for people with life limiting illness their families and carers. Participants will receive advice and support whilst raising their spirits through therapeutic music and ....more The funding will be used to deliver online one to one and group singing sessions for people with life limiting illness their families and carers. Participants will receive advice and support whilst raising their spirits through therapeutic music and singing with the aim of reducing isolation and promoting wellbeing.
Co-Operative Group - Grant to Kirkwood Hospice
£3,341	24/10/2020	We would like to provide specialist care to people living with life-limiting illnesses in Kirklees, and to support their loved ones.
National Lottery Community Fund - Kirkwood Hospice response to COVID19 - Community Nursing
£9,960	30/04/2020 7	The funding will be used to purchase clinical laptops. This will enable the group to efficiently support the most vulnerable people during the COVID-19 pandemic remotely.
Sir George Martin Trust - Grant to Kirkwood Hospice
£3,000	23/03/2020	Core costs for Advancement of Health/Saving Lives
Co-Operative Group - Grant to Kirkwood Hospice
£3,082	15/11/2019	We would like to implement a project that helps to better coordinate the care of patients with life-limiting illnesses.
Co-Operative Group - Grant to Kirkwood Hospice
£3,384	19/11/2018	Money would go towards providing world class specialist care for people who are living with a life-limiting illness.
Co-Operative Group - Grant to Kirkwood Hospice
£5,977	04/08/2017	This project will ensure the safety of our patients at all times by significantly reducing, if not eliminating, the risk of patient falls.
Masonic Trust - Hospice Grant
£3,290	19/10/2016	Core funding for hospices

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-70

CAROLINE BLACK Appointed: 2017, Occupation: Head Of Marketing

CATHERINE GREEN Appointed: 2022, Occupation: Retired

DR IAN ROBERT WILSON DR Appointed: 2021

DR JULIE DAVIES Appointed: 2018, Occupation: Hr Subject Group Leader

EDWARD JOHNSON Appointed: 2024, Occupation: Retired

LORRAINE ANNETTE CHAPMAN (Chair) Appointed: 2012, Occupation: Business Development Manager

MOHAMMED ZABED Appointed: 2024, Occupation: Trustee

PAUL LESLIE SCOVELL Appointed: 2018, Occupation: Retired

PENNY MCSORLEY Appointed: 2024, Occupation: Deputy Director Of Nursing And Quality

PETER WARD ROBERTS PROF Appointed: 2019

PHILIP RONALD SANDS Appointed: 2015, Occupation: Retired

SARAH BURCHELL Appointed: 2023, Occupation: Financial Consultant

Legal constitution

Charitable company registered in England & Wales on 03/08/1982, number: 512987
Registered at Companies House on 23/06/1982, number: 01645888

Gift Aid

Registered with HMRC for Gift Aid

Event History

25/03/2015 - Asset transfer in from THE TAYLOR MASONIC CHARITABLE TRUST
07/06/2023 - Asset transfer in from HUDDERSFIELD COMMERCIAL TRAVELLERS' ASSOCIATION BENEVOLENT INSTITUTION
13/12/2023 - Asset transfer in from THE F.V. AND E. BROOK CHARITABLE TRUST
08/10/2024 - Asset transfer in from ROTARY CLUB OF HUDDERSFIELD TRUST FUND

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
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

19 returns made; AR12: 14 days late, AR06: 1 days late,

Recent reorganisation events:

Asset transfer in from HUDDERSFIELD COMMERCIAL TRAVELLERS' ASSOCIATION BENEVOLENT INSTITUTION on 07/06/2023
Asset transfer in from THE F.V. AND E. BROOK CHARITABLE TRUST on 13/12/2023
Asset transfer in from ROTARY CLUB OF HUDDERSFIELD TRUST FUND on 08/10/2024

Main office

KIRKWOOD HOSPICE
21 ALBANY ROAD
DALTON
HUDDERSFIELD
HD5 9UY

Objectives

TO PROMOTE THE RELIEF OF SICKNESS BY SUCH CHARITABLE MEANS AS THE CHARITY SHALL FROM TIME TO TIME THINK FIT. (FOR FURTHER DETAILS SEE CLAUSE 3 OF MEMORANDUM OF ASSOCIATION).

Defined Area of Benefit:

ENGLAND AND WALES

Data Sources

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