Finance Score: -4

Governance Score: 9

Support Score: 6

Liabilities <10%: +3
Excess liquidity: -1
Multiple Deficits: -2
Fundraising costs high: -4

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

Grant maker support: +6

Overall GiG Score: 11

ST BARNABAS HOSPICE TRUST (LINCOLNSHIRE)

To provide specialist palliative care through provision of inpatient, day therapy services, hospice at home, Welfare and Family Support Services to the people of Lincolnshire. To support local provision of general palliative care through provision of the Palliative Care Co-Ordination Centre, education and advice.

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

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end
On several occasions in recent years income has been less than spending
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		£12,897	£13,293	£-396	£3,847	£20,155	£17,982	16.2	254	1,000
31/03/22		£13,655	£12,319	£1,336	£3,187	£20,228	£18,013	17.5	265	701
31/03/21		£12,865	£12,655	£210	£2,892	£18,477	£16,425	15.6	266	566
31/03/20		£12,827	£12,709	£118	£3,674	£17,339	£15,211	14.4	290	1,000
31/03/19		£12,008	£12,153	£-145	£3,652	£18,016	£15,837	15.6	289	1,000
31/03/18		£11,976	£11,817	£158	£3,650	£18,058	£16,189	16.4	266	0
31/03/17		£12,143	£11,828	£315	£3,132	£18,010	£15,896	16.1	272	0
31/03/16		£11,177	£11,318	£-141	£2,997	£16,834	£14,522	15.4	263	0
31/03/15		£11,047	£9,630	£1,417	£2,726	£16,689	£13,847	17.3	245	0
31/03/14		£10,708	£8,688	£2,021	£2,457	£15,115	£12,852	17.8	207	0
31/03/13		£7,257	£6,657	£599	£1,038	£12,949	£11,250	20.3	160	0
31/03/12		£6,641	£6,396	£245	£931	£12,061	£10,318	19.4	144	0
31/03/11		£7,010	£5,712	£1,298	£835	£11,840	£10,068	21.2	153	0
31/03/10		£5,870	£4,674	£1,196	£526	£10,355	£9,372	24.1	120	0
31/03/09		£4,675	£4,140	£535	£425	£8,677	£7,667	22.2	108	0
31/03/08		£5,328	£3,984	£1,344	£413	£8,509	£7,485	22.5	112	0
31/03/07		£3,920	£3,548	£372	£353	£7,215	£6,605	22.3	127	0
31/03/06		£3,789	£3,372	£417	£0	£0	£0	n/a	0	0
31/03/05	*	£3,354	£3,134	£220	£0	£0	£0	n/a	0	0
31/03/04		£3,133	£2,871	£262	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 43.9%
Fundraising Costs/Total Spending: 29.2%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 7%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 16.2 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.5

Asset Split ?

Established: 28 years

www.stbarnabashospice.co.uk

enquiries@stbarnabashospice.co.uk

01522 511566

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Lincolnshire,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

254 employees
1,000 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	£93,966
National Lottery Community Fund	£47,500
Lincolnshire Community Foundation	£12,000
Co-Operative Group	£6,966

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to St Barnabas Hospice
£1,161	21/10/2023	We would like to continue providing pre-bereavement and bereavement counselling, by installing and maintaining a tranquility garden.
Co-Operative Group - Grant to St Barnabas Hospice Lincolnshire
£1,982	22/10/2022	We aim to continue providing free, end of life compassionate care for those in Lincolnshire living with a life limiting or terminal illness.
Masonic Trust - MCF Hospice
£1,000	10/11/2021	Unrestricted funding for hospices
Sir Jules Thorn Charitable Trust - St Barnabas Hospice, Lincolnshire - 30/04/21
£5,000	14/06/2021	Core Funding
DCMS - Coronavirus Community Support Fund
£93,966	05/08/2020	"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."
Lincolnshire Community Foundation - St Barnabas Covid Project
£6,000	16/04/2020	Bereavement support
Lincolnshire Community Foundation - St Barnabas Covid Project
£6,000	16/04/2020	Bereavement support
Co-Operative Group - Grant to St. Barnabas Lincolnshire Hospice
£3,824	15/11/2019	We want to buy four virtual reality headsets so our patients can experience activities they can no longer access themselves.
National Lottery Community Fund - Lincolnshire Voluntary Sector Engagement Team (VET) (Development Grant)
£47,500	01/10/2019 12	Lincolnshire Voluntary Sector Engagement Team (VET)
Masonic Trust - MCF Hospice UK Partnership
£19,240	28/02/2019	Coping with Bereavement - Bereavement Support
Masonic Trust - Hospice Grant
£2,530	18/10/2017	Core funding for hospices
Masonic Trust - Hospice Grant
£3,433	19/10/2016	Core funding for hospices

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 41-73

AMANDA NAOMI KING Appointed: 2023, Occupation: Im&T

HAYLEY JACKSON Appointed: 2021

JAMES HENRY WADSWORTH Appointed: 2021, Occupation: Head Of Quality Improvement

STUART WYLE Appointed: 2023, Occupation: Fundraising

SUSAN MATHESON Appointed: 2023, Occupation: Facilities Management

AMANDA LEGATE Appointed: 2017, Occupation: Finance And Operations Director

DAVID LIBISZEWSKI Appointed: 2013, Occupation: Semi-Retired, Other trusteeship: LINCOLNSHIRE ACTION TRUST,

DR NEILL CHRISTOPHER HEPBURN Appointed: 2021, Occupation: Consultant Dermatologist, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. NICHOLAS WITH ST. JOHN BAPTIST, LINCOLN,

SYLVIA KNIGHT Appointed: 2018, Occupation: Deputy Director Of Nursing

SIMON JAMES ELKINGTON Appointed: 2019, Occupation: None

ANTHONY JOHN MARTIN MALTBY (Chair) Appointed: 2013, Occupation: Retired, Other trusteeships: LINCOLN CIVIC TRUST LIMITED, LINDUM SPORTS ASSOCIATION LIMITED,

CHARLES PHILLIP HOSKINS Appointed: 2015, Occupation: Solicitor, Other trusteeships: LINCOLN GENERAL DISPENSARY FUND, LINDUM SPORTS ASSOCIATION LIMITED, BEAUMOND HOUSE COMMUNITY HOSPICE,

Legal constitution

Charitable company registered in England & Wales on 15/03/1996, number: 1053814
Registered at Companies House on 29/02/1996, number: 03166056

Gift Aid

Registered with HMRC for Gift Aid

Event History

22/02/2017 - Asset transfer in from THE FIONA DICKSON MEMORIAL TRUST
01/12/2021 - Asset transfer in from THE TAVERNE TRUST
08/03/2023 - Asset transfer in from LINCOLNSHIRE NEUROLOGICAL ALLIANCE

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

Filing Record

20 returns made; AR05: 1 days late,

Recent reorganisation events:

Asset transfer in from THE TAVERNE TRUST on 01/12/2021
Asset transfer in from LINCOLNSHIRE NEUROLOGICAL ALLIANCE on 08/03/2023

Main office

ST. BARNABAS HOSPICE
36 NETTLEHAM ROAD
LINCOLN
LN2 1RE

Objectives

TO PROMOTE THE RELIEF OF SUFFERING (SO FAR AS SUCH PURPOSE IS CHARITABLE)IN SUCH WAYS AS THE CHARITY SHALL FROM TIME TO TIME THINK FIT AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE OBJECTS):(SEE ARTICLES OF ASSOCIATION FOR FURTHER DETAIL).

Defined Area of Benefit:

NOT DEFINED

Data Sources