Finance Score: -1

Governance Score: 4

Support Score: 3

Liabilities <10%: +3
Positive trading contribution: +2;Reasonable growth: +1
Deficit latest year: -2
Fundraising costs high: -5

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 6

THE NORFOLK HOSPICE

Provision of holistic day therapy, outpatients, including lymphoedema care, bereavement support, carer support, home care, equipment loan, information and telephone support to communities in North, West and mid Norfolk and surrounding areas

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 has been reasonable growth in spending over the last 3 years relative to the previous period
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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

Income was lower than spending in the latest year
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		£4,532	£5,073	£-541	£1,597	£6,119	£5,670	13.4	131	294
31/03/22	*	£4,922	£4,258	£664	£1,324	£6,659	£6,325	17.8	123	323
31/03/21		£4,088	£3,910	£178	£318	£5,995	£5,677	17.4	120	323
31/03/20		£3,996	£3,965	£31	£401	£5,817	£5,491	16.6	113	371
31/03/19		£3,668	£3,626	£42	£333	£5,786	£5,625	18.6	109	316
31/03/18		£3,363	£3,044	£319	£1,195	£5,744	£5,535	21.8	92	0
31/03/17	*	£2,648	£2,310	£338	£1,192	£5,426	£593	3.1	71	0
31/03/16		£2,639	£2,066	£573	£1,133	£5,086	£406	2.4	66	0
31/03/15		£2,454	£2,047	£407	£798	£4,513	£236	1.4	43	0
31/03/14		£3,615	£1,819	£1,796	£681	£4,107	£475	3.1	49	0
31/03/13?		£1,671	£1,298	£373	£495	£2,313	£397	3.7	43	0
30/06/12		£1,487	£1,477	£11	£529	£1,943	£478	3.9	41	0
30/06/11		£1,255	£1,132	£122	£343	£1,940	£544	5.8	30	0
30/06/10		£1,108	£1,011	£98	£269	£1,829	£535	6.4	27	0
30/06/09		£1,680	£1,059	£622	£255	£1,728	£612	6.9	25	0
30/06/08		£1,005	£1,017	£-11	£208	£1,106	£803	9.5	28	0
30/06/07		£1,294	£1,064	£229	£234	£1,117	£894	10.1	29	0
30/06/06		£1,115	£795	£321	£0	£0	£0	n/a	0	0
30/06/05		£696	£726	£-30	£0	£0	£0	n/a	0	0
30/06/04		£717	£620	£96	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 74.8%
Fundraising Costs/Total Spending: 31.5%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 7%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 13.4 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.2

Asset Split ?

Established: 27 years

www.norfolkhospice.org.uk

enquiries@norfolkhospice.org.uk

01485601700

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Disability
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 human resources
Provides services

Where it operates

Norfolk,

Who it helps

Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

131 employees
294 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

Garfield Weston Foundation	£30,000
National Lottery Community Fund	£2,780
Masonic Trust	£1,420
CareTech foundation	£645

Specific Donations

Amount	When Months	To be used for
CareTech foundation - Match Funding Grant
£645	07/01/2022	Match funding Grant awarded to registered charity in the UK to support the applicant's fundraising efforts
Masonic Trust - MCF Hospice
£1,420	10/11/2021	Unrestricted funding for hospices
Garfield Weston Foundation - Main Grants award
£30,000	31/12/2020	Core Costs
National Lottery Community Fund - Remote Patient Support
£2,780	07/05/2020 12	The project will use funding to provide virtual therapy for patients of the hospice.
Henry Smith Charity - Grant to Norfolk Hospice Tapping House
£50,000	13/06/2013	towards the construction costs of a new hospice in Norfolk

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 63-76

ANDREA HARVEY CRAIG Appointed: 2021, Occupation: Retired

DR LESLEY JUNE MACDONALD Appointed: 2024, Occupation: Doctor

JULIA ANNE MAROZZI Appointed: 2021, Occupation: Journalist

MARY-JANE EDWARDS Appointed: 2023, Occupation: Retired

BRIAN WINDEN PINKER Appointed: 2015, Occupation: Retired

DR LAURENCE KINGSLEY ATKINSON Appointed: 2020, Occupation: Retired

SUSAN CHRISTINE CROSSMAN Appointed: 2018, Occupation: Company Director

TIMOTHY FRANCIS HOW Appointed: 2019, Occupation: Company Director, Other trusteeship: WELLS COMMUNITY HOSPITAL TRUST,

Legal constitution

Charitable company registered in England & Wales on 10/06/1997, number: 1062800
Registered at Companies House on 12/04/1996, number: 03185605

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
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; AR22: 6 days late, AR17: 1 days late,

Main office

Tapping House
Wheatfields
Hillington
King's L

Objectives

TO BRING RELIEF TO PERSONS WHO ARE SUFFERING FROM CHRONIC OR TERMINAL ILLNESS BY PROVIDING FOR, ASSISTING WITH , PROMOTING AND ENCOURAGING, THE TREATMENT, NURSING AND CARE OF SUCH PERSONS.

Defined Area of Benefit:

NORFOLK, CAMBRIDGESHIRE AND LINCOLNSHIRE

Data Sources