Finance Score: -2

Governance Score: 9

Support Score: 1

Liabilities <10%: +3
Excess liquidity: -1
Fundraising costs high: -4

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

Grant maker support: +1

Overall GiG Score: 8

WILLOWBROOK HOSPICE

Provision of palliative Care

Analysis by Giving is Great

Positives:

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

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

Established: 31 years

www.willowbrook.org.uk

AlunO@willowbrookhospice.org.uk

0151 430 8736

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		£6,105	£5,192	£913	£1,443	£9,839	£7,470	17.3	89	458
31/03/22		£6,076	£4,582	£1,494	£1,265	£8,969	£6,216	16.3	90	572
31/03/21	*	£6,331	£4,814	£1,517	£1,302	£7,471	£5,028	12.5	89	530
31/03/20		£5,644	£5,243	£401	£1,631	£5,906	£3,448	7.9	102	533
31/03/19		£4,860	£4,956	£-96	£1,535	£5,569	£2,940	7.1	102	543
31/03/18		£4,663	£4,849	£-186	£1,489	£5,655	£2,875	7.1	98	0
31/03/17		£4,548	£4,496	£53	£1,305	£5,871	£2,971	7.9	93	0
31/03/16	*	£5,064	£4,646	£418	£1,150	£5,782	£2,837	7.3	86	0
31/03/15		£4,434	£3,873	£561	£1,165	£5,393	£3,058	9.5	77	0
31/03/14		£3,861	£3,599	£262	£1,036	£4,799	£2,941	9.8	62	0
31/03/13		£3,589	£3,440	£149	£921	£4,534	£2,956	10.3	58	0
31/03/12		£3,103	£3,071	£32	£813	£4,343	£2,804	11	54	0
31/03/11		£3,366	£2,826	£540	£790	£4,297	£2,760	11.7	50	0
31/03/10		£2,606	£2,635	£-28	£801	£3,753	£2,949	13.4	49	0
31/03/09		£2,659	£2,438	£222	£803	£3,696	£2,897	14.3	45	0
31/03/08		£2,289	£1,769	£520	£769	£3,617	£2,937	19.9	43	0
31/03/07		£1,723	£1,635	£88	£688	£3,201	£3,189	23.4	42	0
31/03/06		£1,459	£1,528	£-69	£0	£0	£0	n/a	0	0
31/03/05		£1,530	£1,392	£138	£0	£0	£0	n/a	0	0
31/03/04		£973	£1,204	£-231	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 40.6%
Fundraising Costs/Total Spending: 27.8%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 6%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 76%
Reserves/Spending: 17.3 months
Net Current Assets/Spending: 12 months
Quick Ratio: 5.4

Asset Split ?

Listed activities

The Advancement Of Health Or Saving Of Lives

How it operates

Provides services

Where it operates

Cheshire East, Cheshire West & Chester, Knowsley, Lancashire, Liverpool City, Sefton, St Helens, Wirral,

Who it helps

People With Disabilities

Who works here?

89 employees
458 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.

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Hospice
£1,420	10/11/2021	Unrestricted funding for hospices
Masonic Trust - Hospice UK partnership
£19,449	21/02/2018	Bereavement support for family of those receiving specialist palliative care services.
National Lottery Community Fund - Refurbishing the Kitchen
£10,000	21/06/2012 12	This is a project by a charity and company limited by guarantee in Merseyside. The organisation will use funding to purchase kitchen equipment that meets health and safety standards. This will enable ....more This is a project by a charity and company limited by guarantee in Merseyside. The organisation will use funding to purchase kitchen equipment that meets health and safety standards. This will enable the group to safely prepare nutritional meals for hospice patients and their carers.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 42-69

ALLAN SANSBURY Appointed: 2023, Occupation: Retired

CHRISTINE BUCKLEY Appointed: 2022, Occupation: Trustee

CHRISTINE MARTIN Appointed: 2023, Occupation: Retired

DR MICHAEL VAN DESSEL Appointed: 2014

DR ALAN BARON Appointed: 2022, Occupation: Trustee

DR KAREN BEEBY, Occupation: Gp

ELAINE INGLESBY Appointed: 2009, Occupation: Executive Director Nhs

GARY WARD Appointed: 2023, Occupation: Managing Director

IAN ASHLEY CRAIG (Chair) Appointed: 2020, Occupation: Director

JONATHAN DOBSON Appointed: 2020, Occupation: Director

SARAH CARBERRY Appointed: 2019, Occupation: Assistant Director Commissioned Services

STEPHEN RICHARD FAIRHURST Appointed: 2020, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 27/04/1993, number: 1020240
Registered at Companies House on 13/04/1993, number: 02808633

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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; AR21: 23 days late, AR16: 79 days late,

Main office

Portico Lane
Prescot
Merseyside
L34 2QT

Objectives

THE RELIEF OF PERSONS WHO ARE SUFFERING FROM ANY ILLNESS, DISABILITY, DISEASE OR OTHER INFIRMITY WHETHER PHYSICAL OR MENTAL.

Defined Area of Benefit:

NOT DEFINED

Data Sources