Finance Score: 0

Governance Score: 5

Support Score: 5

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

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

Grant maker support: +5

Overall GiG Score: 10

KATHARINE HOUSE HOSPICE

A provider of hospice services through inpatient, day care and home care.A provider of lymphoedema services.A provider of support to families, those who are bereaved, carers and ex-carers.A provider of home care through a care agency

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
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

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		£8,620	£7,334	£1,286	£3,667	£8,319	£8,219	13.4	246	352
31/03/22		£8,914	£6,635	£2,278	£3,417	£7,062	£6,917	12.5	243	485
31/03/21		£8,338	£6,921	£1,418	£3,670	£4,764	£4,696	8.1	255	580
31/03/20		£7,839	£7,844	£-4	£4,430	£3,260	£3,186	4.9	295	635
31/03/19		£8,001	£7,904	£98	£4,336	£3,375	£3,282	5	286	652
31/03/18		£7,408	£7,620	£-212	£4,247	£3,497	£3,414	5.4	214	0
31/03/17		£7,369	£7,478	£-110	£4,056	£3,504	£3,416	5.5	276	0
31/03/16		£7,628	£7,276	£353	£3,997	£3,569	£3,494	5.8	270	0
31/03/15		£6,925	£6,952	£-27	£3,840	£3,228	£3,155	5.4	192	0
31/03/14		£6,202	£6,128	£74	£3,256	£3,189	£3,103	6.1	160	0
31/03/13		£5,225	£5,202	£22	£2,496	£3,088	£2,980	6.9	130	0
31/03/12		£4,779	£4,728	£51	£2,152	£3,018	£2,923	7.4	122	0
31/03/11		£4,873	£4,466	£407	£2,063	£3,007	£2,904	7.8	105	0
31/03/10		£3,684	£6,635	£-2,951	£1,822	£2,561	£2,434	4.4	98	0
31/03/09		£3,797	£3,118	£679	£1,331	£2,411	£2,285	8.8	81	0
31/03/08		£2,975	£3,166	£-191	£1,239	£1,840	£1,724	6.5	78	0
31/03/07	*	£2,548	£2,675	£-128	£1,181	£2,047	£1,858	8.3	77	0
31/03/06	*	£1,511	£1,653	£-142	£0	£0	£0	n/a	0	0
31/03/05		£1,679	£1,523	£156	£0	£0	£0	n/a	0	0
31/03/04		£1,441	£1,380	£61	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 102.8%
Fundraising Costs/Total Spending: 50.1%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 8%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 13.4 months
Net Current Assets/Spending: 10 months
Quick Ratio: 7

Asset Split ?

Established: 32 years

www.khhospice.org.uk

enquiries@khhospice.org.uk

01785254645

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Staffordshire,

Who it helps

The General Public/Mankind

Who works here?

246 employees
352 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

DCMS	£15,000
National Lottery Community Fund	£10,000
Sir Jules Thorn Charitable Trust	£5,000
Masonic Trust	£2,970

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Katharine House Hospice
£1,561	21/10/2023	We aim to extend and improve our counselling and bereavement services to support more patients, and provide bereavement support to family and friends before and after their loved one has passed away.
Masonic Trust - MCF Hospice
£1,470	10/11/2021	Unrestricted funding for hospices
National Lottery Community Fund - New Roof for Patient Day Care Service
£10,000	25/06/2021	The funding will be used by the group to replace the roof of the day care centre at a hospice. The project aims to reopen the service and provide care and support to terminally ill patients and their ....more The funding will be used by the group to replace the roof of the day care centre at a hospice. The project aims to reopen the service and provide care and support to terminally ill patients and their families.
Sir Jules Thorn Charitable Trust - Katharine House Hospice - 04/05/21
£5,000	14/06/2021	Core Funding
Masonic Trust - MCF Matched Funding
£1,500	02/02/2021	Unrestricted matched funding in partnership with the local masonic province
DCMS - VSCE CMC Fund
£15,000	28/09/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
Garfield Weston Foundation - Main Grants award
£20,000	16/05/2018	Katharine House Hospice Day Therapies Service
National Lottery Community Fund - Patient Transport and Travel
£10,000	01/07/2010 12	This is a project by a registered charity in Stafford, West Midlands. The group will use the funding to provide specialist transport for patients that will allow them to access day care services and ....more This is a project by a registered charity in Stafford, West Midlands. The group will use the funding to provide specialist transport for patients that will allow them to access day care services and therapeutic activities. This will allow them to become more healthy and active through access to appropriate travel and services.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-73

ANDREW SEAN PORTER Appointed: 2022, Occupation: Retired

BRETT WARWICK JAMES PHILLIPS Appointed: 2020, Occupation: Retired Chartered Accountant

DR ZIA DIN Appointed: 2021, Occupation: Consultant Physician/Chief Clinical Officer

FRANCIS ANTHONY GAFFNEY Appointed: 2020, Occupation: Retired

JAMES ROBERT HARLEY Appointed: 2022, Occupation: Head Of Product Strategy

JENNY CAROLYN CLARKE Appointed: 2022, Occupation: Nurse

MICHAEL RICHARD SMITH Appointed: 2022, Occupation: Chief Executive

PETER ROBERT CATCHPOLE (Chair) Appointed: 2020, Occupation: Retired

RICHARD GLYNN MOORE HUGHES Appointed: 2021, Occupation: Consultant Ent Surgeon

STEPHEN PAUL KIRWAN Appointed: 2023, Occupation: Solictor

ALAN PATRICK JEFFRIES Appointed: 2018, Occupation: Retired

ALLISON JAYNE CAPE Appointed: 2014, Occupation: Nhs Manager

DR MARK BLAND Appointed: 2018, Occupation: Retired

STEPHANIE JOY HARRIS Appointed: 2019, Occupation: Retired, Other trusteeship: BELIEVE TO ACHIEVE,

Legal constitution

Charitable company registered in England & Wales on 08/06/1992, number: 1011712
Registered at Companies House on 25/03/1992, number: 02700516

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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR07: 6 days late, AR06: 1 days late,

Main office

KATHARINE HOUSE HOSPICE
WESTON ROAD
STAFFORD
ST16 3SB

Objectives

TO PROMOTE THE RELIEF OF SICKNESS AND SUFFERING (SO FAR AS SUCH PURPOSE IS CHARITABLE) IN SUCH WAYS AS THE ASSOCIATION SHALL FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources