Finance Score: -9

Governance Score: 6

Support Score: 2

Liabilities <10%: +3
Excess liquidity: -1
Spending falling: -1
Multiple Deficits and declines: -5
Fundraising costs high: -5

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

Grant maker support: +2

Overall GiG Score: -1

WOODLANDS HOSPICE CHARITABLE TRUST

Woodlands Hospice is an independent charity providing specialist palliative care to individuals with cancer and other life-limiting illnesses. Multi-professional care is accessed through day therapy, community outreach and specialist out-patient clinics plus an in-patient unit and Hospice at Home to enhance quality of life, enabling patients and families to live life as fully as possible.

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

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending
Fundraising costs are extremely high relative to funds raised

Established: 29 years

www.woodlandshospice.org

Robert.Johnston@liverpoolft.nhs.uk

01515292299

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		£1,474	£1,472	£2	£668	£2,956	£2,883	23.5	40	150
31/03/22		£1,218	£1,471	£-253	£604	£3,018	£2,956	24.1	45	138
31/03/21	*	£4,063	£4,004	£59	£519	£3,270	£3,202	9.6	105	196
31/03/20		£4,188	£4,201	£-13	£632	£3,082	£3,016	8.6	113	196
31/03/19		£3,735	£4,133	£-398	£622	£3,139	£3,069	8.9	115	219
31/03/18		£3,980	£3,895	£86	£539	£3,535	£3,442	10.6	110	0
31/03/17		£3,813	£3,959	£-147	£578	£3,442	£3,341	10.1	102	0
31/03/16		£3,748	£3,882	£-134	£532	£3,503	£3,385	10.5	95	0
31/03/15		£3,595	£3,794	£-199	£456	£3,655	£3,584	11.3	39	0
31/03/14		£3,949	£3,463	£485	£421	£3,839	£3,761	13	47	0
31/03/13		£3,364	£3,501	£-137	£392	£3,345	£3,234	11.1	91	0
31/03/12	*	£3,627	£3,308	£319	£338	£3,452	£3,184	11.6	91	0
31/03/11		£3,641	£3,313	£329	£311	£3,148	£2,949	10.7	82	0
31/03/10		£2,562	£2,660	£-97	£306	£2,791	£2,633	11.9	79	0
31/03/09		£1,720	£862	£858	£171	£2,864	£2,632	36.6	31	0
31/03/08	*	£1,621	£817	£804	£175	£2,005	£742	10.9	29	0
31/03/07		£1,057	£820	£237	£188	£1,201	£697	10.2	22	0
31/03/06		£855	£828	£26	£0	£0	£0	n/a	0	0
31/03/05		£734	£723	£11	£0	£0	£0	n/a	0	0
31/03/04	*	£920	£596	£323	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 68%
Fundraising Costs/Total Spending: 45.9%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 8%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 23.5 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.1

Asset Split ?

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

Provides services

Where it operates

Knowsley, Liverpool City, Sefton,

Who it helps

The General Public/Mankind

Who works here?

40 employees
150 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
National Lottery Community Fund - Supporting Patients and Families of Terminally ill people
£10,000	28/03/2023	The organisation will refurbish and develop a community support space for people who have a terminal illness and their families with the aim of providing a compassionate warm environment where they ....more The organisation will refurbish and develop a community support space for people who have a terminal illness and their families with the aim of providing a compassionate warm environment where they can access support and social activities.
Garfield Weston Foundation - Main Grants award
£20,000	29/11/2018	Woodlands Hospice - Sustainability for our Hospice
Henry Smith Charity - Grant to Woodlands Hospice Charitable Trust
£100,000	12/09/2013	towards the costs of phase 2 of the Main Grant re-development works of a hospice in Merseyside

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 41-81

ANNETTE JOHNSON Appointed: 2015, Occupation: Company Director

BARRY JAMES BARTLETT (Chair) Appointed: 2014, Occupation: Architect

COLIN BRENNAND FCA, Occupation: Director

CARL WALTHEW Appointed: 2022, Occupation: Director

CHRISTOPHER JOHN HUDSON Appointed: 2022, Occupation: Retired, Other trusteeship: BEECHLEY STABLES RDA,

DR CATHY HUBBERT, Occupation: Doctor

ROBERT TSZE KWAN LEE Appointed: 2019, Occupation: Solicitor

SARAH WOOLISCROFT Appointed: 2022, Occupation: Company Director

YING XI Appointed: 2022, Occupation: Accountant

Legal constitution

Charitable company registered in England & Wales on 06/09/1995, number: 1048934
Registered at Companies House on 01/06/1995, number: 03063721

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; AR21: 11 days late, AR12: 0 days late, AR08: 12 days late, AR04: 1 days late,

Main office

Woodlands Hospice Charitable Trust
A U H Campus
Longmoor Lane
LIVERPOOL
L9 7LA

Objectives

TO PROMOTE THE DEVELOPMENT OF PALLIATIVE CARE FOR PERSONS WITH AN INCURABLE ILLNESS THROUGH THE ESTABLISHMENT AND MAINTENANCE OF HOSPICE FACILITIES AND SERVICES IN SUCH WAYS AS THE COMPANY SHALL SEE FIT FOR THE RESIDENTS OF SOUTH SEFTON NORTH LIVERPOOL KIRKBY AND ELSEWHERE AND OTHERWISE RELIEVE SICKNESS AND ADVANCE CLINICAL EDUCATION AND TRAINING

Defined Area of Benefit:

SOUTH SEFTON NORTH LIVERPOOL KIRKBY AND ELSEWHERE

Data Sources