Finance Score: -1

Governance Score: 9

Support Score: 2

Liabilities <10%: +3
Excess liquidity: -1
Volatile income: -3

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

Overall weighted support: +2

Overall GiG Score: 10

THE ROTHERHAM HOSPICE TRUST

The aim of the charity is to provide excellence in care for all those throughout Rotherham affected by a terminal illness. This Hospice care is delivered through a Day Hospice, an Inpatient Unit and in the community through the Hospice Community Team.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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:

Over half the Board have joined recently

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end
Income has been volatile recently

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		£5,978	£5,619	£359	£750	£11,739	£10,520	22.5	153	94
31/03/22		£7,815	£5,295	£2,520	£965	£11,393	£9,456	21.4	136	177
31/03/21		£8,089	£5,473	£2,616	£1,025	£8,873	£7,647	16.8	161	293
31/03/20		£6,596	£6,070	£527	£1,131	£6,258	£5,706	11.3	173	391
31/03/19		£6,075	£5,858	£217	£1,026	£5,731	£5,306	10.9	158	343
31/03/18	*	£6,172	£5,844	£328	£1,080	£5,494	£5,257	10.8	148	0
31/03/17		£5,873	£5,917	£-44	£1,132	£5,166	£5,113	10.4	158	0
31/03/16		£5,714	£5,973	£-259	£992	£5,209	£5,148	10.3	156	0
31/03/15		£5,638	£5,086	£552	£945	£5,547	£2,041	4.8	135	0
31/03/14		£5,111	£5,141	£-30	£987	£4,995	£1,835	4.3	136	0
31/03/13		£4,670	£4,851	£-181	£795	£5,047	£2,088	5.2	136	0
31/03/12		£4,033	£4,104	£-71	£606	£5,193	£1,870	5.5	105	0
31/03/11		£3,984	£2,217	£1,766	£665	£5,217	£2,401	13	25	0
31/03/10		£2,022	£2,020	£2	£541	£3,430	£1,307	7.8	22	0
31/03/09		£3,974	£1,965	£2,008	£526	£3,403	£1,331	8.1	18	0
31/03/08		£1,633	£1,847	£-214	£472	£1,372	£1,312	8.5	17	0
31/03/07		£1,531	£1,820	£-290	£433	£1,559	£1,551	10.2	16	0
31/03/06		£1,508	£1,715	£-208	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£1,519	£1,516	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£1,465	£1,335	£130	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 16.2%
Fundraising Costs/Total Spending: 13.3%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 4%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 22.5 months
Net Current Assets/Spending: 15 months
Quick Ratio: 13

Asset Split ?

Balance Sheet History

Established: 36 years

www.rotherhamhospice.org.uk

mat.cottle-shaw@rotherhamhospice.org.uk

01709 308900

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 buildings/facilities/open space
Provides services

Where it operates

Rotherham,

Who it helps

Elderly/Old People
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

Sir Jules Thorn Charitable Trust	£5,000
Co-Operative Group	£4,537
Masonic Trust	£1,155

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Hospice
£1,155	10/11/2021	Unrestricted funding for hospices
Sir Jules Thorn Charitable Trust - The Rotherham Hospice Trust - 29/04/21
£5,000	14/06/2021	Core Funding
Co-Operative Group - Grant to Rotherham Hospice
£4,537	24/10/2020	We would like funding to support our Glow With The Flow 10k walk around Rotherham, which raises money for the hospice.
Co-Operative Group - Grant to Rotherham Hospice
£5,622	15/11/2019	We want to extend the garden's use and create a secret garden as an area where children and their families can go.
Masonic Trust - Hospice Grant
£3,004	19/10/2016	Core funding for hospices

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 33-68

CLLR RUKHSANA ISMAIL Appointed: 2023, Occupation: Councillor

DR BRUCE WARNER Appointed: 2021, Occupation: Deputy Chief Pharmaceutical Officer

DR RICHARD FRANCIS DALY Appointed: 2015, Occupation: General Practioner

GARRY MCCORD Appointed: 2024, Occupation: Management Consultant

JAMES LOCKING Appointed: 2023, Occupation: Accountant

JULIE GILL Appointed: 2020, Occupation: Retired Company Director

KARLIE THOMPSON Appointed: 2023, Occupation: Marketing Director

KATIE HADDAD Appointed: 2023, Occupation: Charity Worker

LIAM BUTTERY Appointed: 2024, Occupation: Director

LOUISE SLATER Appointed: 2024, Occupation: Area Coroner

NICHOLAS BRUSHETT Appointed: 2022, Occupation: Director

STEPHEN WILLIAMS Appointed: 2024, Occupation: Finance Director

Legal constitution

Charitable company registered in England & Wales on 15/06/1988, number: 700356
Registered at Companies House on 23/03/1988, number: 02234222

Gift Aid

Registered with HMRC for Gift Aid

Event History

06/09/2022 - Asset transfer in from DANIEL BARNETT ARTS FOUNDATION
20/11/2023 - Asset transfer in from INSPIRATION FOR LIFE
03/10/2024 - Asset transfer in from MALTBY COLLIERY INSTITUTE AND RECREATION GROUND SCHEME

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment 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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR18: 1 days late,

Recent reorganisation events:

Asset transfer in from DANIEL BARNETT ARTS FOUNDATION on 06/09/2022
Asset transfer in from INSPIRATION FOR LIFE on 20/11/2023
Asset transfer in from MALTBY COLLIERY INSTITUTE AND RECREATION GROUND SCHEME on 03/10/2024

Main office

The Rotherham Hospice
Broom Road
Rotherham
S60 2SW

Objectives

TO PROMOTE THE RELIEF OF SICKNESS BY SUCH CHARITABLE MEANS AS THE ASSOCIATION SHALL FROM TIME TO TIME THINK FIT, AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF SUCH OBJECTS):-(A) TO ESTABLISH, MAINTAIN AND OPERATE HOSPICES, RESIDENTIAL NURSING HOMES AND CLINICS IN ENGLAND OR WALES FOR THE RECEPTION AND CARE OF PERSONS OF EITHER SEX WHO ARE SUFFERING FROM ANY ILLNESS, DISABILITY, DISEASE OR OTHER INFIRMITY WHETHER PHYSICAL OR MENTAL AND BY PROVIDING MEDICAL OR OTHER TREATMENT AND ATTENTION FOR ANY SUCH PERSONS AS AFORESAID EITHER IN THEIR OWN HOMES, THEIR CURRENT PLACE OF CARE OR AT ANY INSTITUTION OF THE ASSOCIATION.(FOR FURTHER DETAILS SEE CLAUSE 69 OF THE MEMORANDUM AND ARTICLES OF ASSOCIATION).

Defined Area of Benefit:

ENGLAND

Data Sources

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