Finance Score: -3

Governance Score: 8

Support Score: 8

Liabilities <10%: +3
Excess liquidity: -1
Fundraising costs high: -5

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

Large volunteers +3
Grant maker support: +5

Overall GiG Score: 13

THE PRIMROSE HOSPICE LIMITED

We offer clinical care, support and advice to adults with cancer and other life limiting illness from North East Worcestershire area. In addition, we offer support and advice to the families, carers and friends of patients and a bereavement counselling service that is BACP accredited.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
This charity has a robust balance sheet
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:

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

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
Fundraising costs are extremely high relative to funds raised

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		£2,189	£1,818	£371	£686	£3,950	£2,535	16.7	50	372
31/03/22		£1,730	£1,670	£59	£626	£3,579	£2,140	15.4	49	372
31/03/21		£1,986	£1,505	£482	£500	£3,520	£2,037	16.2	49	361
31/03/20		£1,868	£1,603	£265	£630	£3,038	£1,503	11.3	52	380
31/03/19		£1,711	£1,583	£128	£630	£2,773	£1,184	9	52	364
31/03/18		£1,705	£1,546	£159	£684	£2,644	£1,008	7.8	57	0
31/03/17		£1,592	£1,575	£16	£711	£2,485	£803	6.1	34	0
31/03/16		£1,443	£1,488	£-44	£691	£2,469	£765	6.2	34	0
31/03/15		£1,673	£1,664	£9	£737	£2,513	£772	5.6	29	0
31/03/14		£1,927	£1,578	£349	£662	£2,504	£781	5.9	29	0
31/03/13	*	£1,611	£1,553	£58	£658	£2,155	£814	6.3	29	0
31/03/12		£1,462	£1,485	£-23	£651	£2,096	£797	6.4	30	0
31/03/11		£2,145	£1,407	£739	£655	£2,119	£791	6.7	30	0
31/03/10		£1,408	£1,383	£25	£642	£1,381	£795	6.9	26	0
31/03/09		£1,307	£1,291	£16	£636	£1,356	£751	7	24	0
31/03/08		£1,413	£1,244	£169	£638	£1,345	£701	6.8	22	0
31/03/07	*	£1,205	£1,188	£17	£634	£1,176	£639	6.5	22	0
31/03/06		£473	£626	£-152	£0	£0	£0	n/a	0	0
31/03/05		£644	£656	£-11	£0	£0	£0	n/a	0	0
31/03/04		£754	£455	£299	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 47.5%
Fundraising Costs/Total Spending: 37.7%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 6%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 64%
Reserves/Spending: 16.7 months
Net Current Assets/Spending: 14 months
Quick Ratio: 7.3

Asset Split ?

Established: 36 years

www.primrosehospice.org

info@primrosehospice.org

01527871051

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Worcestershire,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups

Who works here?

50 employees
372 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

National Lottery Community Fund	£29,007
Garfield Weston Foundation	£15,000
DCMS	£9,877
Co-Operative Group	£5,073

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Family Bereavement Support
£9,630	18/11/2022	The funding will be used to provide bereavement counselling to the community. The project aims to provide support to families of suicide victims.
Masonic Trust - MCF Hospice
£500	10/11/2021	Unrestricted funding for hospices
National Lottery Community Fund - Supporting families of the terminally ill
£9,909	28/10/2021	The funding will be used to offer free support and professional counselling to those affected by terminal illness. The project aims to improve both short and long-term mental health and wellbeing.
Sir Jules Thorn Charitable Trust - Primrose Hospice - 05/05/21
£5,000	14/06/2021	Core Funding
DCMS - Coronavirus Community Support Fund
£9,877	25/08/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Co-Operative Group - Grant to The Primrose Hospice
£5,073	15/11/2019	We want to support children and young people who have lost, or will lose a parent or close family member through illness.
Garfield Weston Foundation - Main Grants award
£15,000	03/09/2019	Primrose Hospice Bereavement, Counselling and Benefits Services
National Lottery Community Fund - Benefit, Bereavement and Befriending
£9,468	23/08/2019 12	The funding will be used to run the day hospice service which offers financial advice and counselling support to patients and their families. The project aims to meet their emotional and practical ....more The funding will be used to run the day hospice service which offers financial advice and counselling support to patients and their families. The project aims to meet their emotional and practical needs.
BBC Children in Need - Grant to Primrose Hospice
£77,170	02/03/2018 36	The project will provide support for children who have experienced a bereavement amongst their close friends or family. The project will enable them to develop coping mechanisms to deal with ....more The project will provide support for children who have experienced a bereavement amongst their close friends or family. The project will enable them to develop coping mechanisms to deal with distressing feelings and improve their relationships with family
Co-Operative Group - Grant to Primrose Hospice
£4,090	04/08/2017	Our vision is for everyone facing the end of life to have the best possible care, and we believe hospice care is critical to achieving this.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-77

ALAN GEORGE HADEN Appointed: 2024, Occupation: Retired

CAROLE ANN LESLEY ROBERSON Appointed: 2020, Occupation: Retired

JO-ANNE TILL Appointed: 2024, Occupation: Company Director

OWEN REYNOLDS Appointed: 2024, Occupation: Retired

RACHEL MARY WATTS Appointed: 2024, Occupation: Social Worker

RICHARD ALAN CATTELL Appointed: 2024, Occupation: Deputy Chief Pharmaceutical Officer For England

DANIELA LOCKE Appointed: 2019, Occupation: Head Of Workforce & Organisational Development

DR BRIAN COOPER Appointed: 2018, Occupation: Retired Consultant Physician

JOANNE BALDWIN Appointed: 2015, Occupation: Accountant

LYNNE CHAPMAN Appointed: 2015, Occupation: Project Officer

MARK WARREN DUNCAN Appointed: 2019, Occupation: School Teacher

MICHAEL JOHN MUSHEN Appointed: 2016, Occupation: Manager

RODNEY JAMES LAIGHT (Chair) Appointed: 2016, Occupation: Director, Other trusteeship: BROMSGROVE DISTRICT SCOUT COUNCIL,

KIMARA JAYNE SHARPE Appointed: 2024, Occupation: Company Secretary, Other trusteeships: BIRMINGHAM INDUSTRIAL THERAPY ASSOCIATION LIMITED, THE HOSPICE CHARITY PARTNERSHIP, AGE UK BROMSGROVE REDDITCH AND WYRE FOREST,

MICHAEL JOHN ANDREW WEBB Appointed: 2020, Occupation: Ceo, Other trusteeship: 6TH BROMSGROVE SCOUT GROUP,

Legal constitution

Charitable company registered in England & Wales on 23/05/1988, number: 700272
Registered at Companies House on 20/01/1988, number: 02211941

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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; AR13: 1 days late, AR07: 20 days late,

Recent reorganisation events:

Asset transfer in from REDDISHARE GROUP on 10/12/2021

Main office

The Primrose Hospice
St. Godwalds Road
Bromsgrove
B60 3BW

Objectives

THE ADVANCEMENT OF HEALTH FOR THE PUBLIC BENEFIT BY MAINTAINING A HOSPICE AND SERVICES FOR THE RELIEF OF PAIN, THE TREATMENT OF SYMPTOMS AND THE SPIRITUAL WELFARE OF THOSE REQUIRING PALLIATIVE CARE

Defined Area of Benefit:

COUNTY OF HEREFORD AND WORCESTER

Data Sources