Finance Score: -7

Governance Score: 0

Support Score: 1

Liabilities <10%: +3
Excess liquidity: -1
Large legacies income: +1
Multiple Deficits and declines: -5
Fundraising costs high: -5

12+ Trustees: -1
Narrow trustee age band: -2
Dynamic board: +3

Grant maker support: +1

Overall GiG Score: -6

THE SHAKESPEARE HOSPICE

We provide expert, holistic, specialist care and support for every young person and adult living in our community with a life limiting illness, and for those who matter to them. Care is delivered on a non-residential basis at the Hospice and in the community by specialist nursing and care teams.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12
The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end
Income has been volatile and on several occasions in recent years less than spending
Fundraising costs are extremely high relative to funds raised

Established: 27 years

www.theshakespearehospice.org.uk

enquiries@theshakespearehospice.org.uk

01789266852

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	£2,091	£2,335	£-244	£1,047	£5,472	£4,474	23	62	155
31/03/22	£2,935	£2,027	£908	£900	£5,725	£4,651	27.5	56	250
31/03/21	£3,294	£1,845	£1,449	£774	£4,842	£3,651	23.7	56	320
31/03/20	£2,786	£2,179	£607	£993	£3,392	£2,311	12.7	73	320
31/03/19	£2,000	£2,339	£-339	£1,083	£2,786	£1,689	8.7	81	366
31/03/18	£2,006	£2,266	£-259	£942	£3,125	£1,995	10.6	82	0
31/03/17	£1,889	£2,147	£-258	£959	£3,385	£2,178	12.2	76	0
31/03/16	£1,820	£1,941	£-121	£837	£3,642	£2,386	14.7	65	0
31/03/15	£1,810	£1,822	£-12	£800	£3,764	£2,527	16.6	44	0
31/03/14	£2,943	£1,663	£1,279	£792	£3,775	£2,551	18.4	41	0
31/03/13?	£2,189	£2,297	£-108	£1,053	£2,496	£1,824	9.5	39	0
30/09/11	£1,805	£1,412	£393	£651	£2,604	£1,918	16.3	32	0
30/09/10	£1,248	£1,336	£-88	£635	£2,211	£1,489	13.4	31	0
30/09/09	£1,168	£1,422	£-253	£649	£2,299	£1,538	13	34	0
30/09/08	£1,917	£1,312	£605	£526	£2,552	£1,768	16.2	31	0
30/09/07	£1,288	£1,026	£262	£409	£1,947	£1,893	22.1	29	0
30/09/06	£971	£947	£23	£0	£0	£0	n/a	0	0
30/09/05	£784	£788	£-4	£0	£0	£0	n/a	0	0
30/09/04	£704	£674	£30	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 92.6%
Fundraising Costs/Total Spending: 44.8%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 5%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 82%
Reserves/Spending: 23 months
Net Current Assets/Spending: 15 months
Quick Ratio: 9.5

Asset Split ?

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Gloucestershire, Warwickshire,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups

Who works here?

62 employees
155 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
£1,000	10/11/2021	Unrestricted funding for hospices
Garfield Weston Foundation - Main Grants award
£50,000	18/10/2018	Hospice at Home
Heart Of England Community Foundation - Grant to The Shakespeare Hospice
£10,000	21/11/2017	Support for the running of the hospice.
National Lottery Community Fund - The Echoes Video Project
£4,220	25/01/2017 12	This group will use the funding to bring young people together to produce a film related to the issue of bereavement. The project will provide participants with opportunities to socialise and access ....more This group will use the funding to bring young people together to produce a film related to the issue of bereavement. The project will provide participants with opportunities to socialise and access positive activities, increasing their self-esteem and in turn mental wellbeing.
BBC Children in Need - Grant to The Shakespeare Hospice
£87,508	11/10/2016 36	This project is a pre-bereavement and bereavement support service for children and young people. By using play and arts therapeutically, the children and young people can explore their feelings and ....more This project is a pre-bereavement and bereavement support service for children and young people. By using play and arts therapeutically, the children and young people can explore their feelings and develop coping strategies.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Age Range of Trustees: 54-70

AMANDA JANE WEBB Appointed: 2021, Occupation: Marketing Director

ANITA DAWN WATSON Appointed: 2023, Occupation: Commercial And Operations Director

DR JEREMY DAVID SHEARMAN Appointed: 2018, Occupation: Doctor

DR RICHARD ANTHONY LAMBERT Appointed: 2023, Occupation: Doctor (General Practitioner)

ELIZABETH MARY SPENCER Appointed: 2018, Occupation: Retired Head Teacher

FIONA JAYNE ALLINSON Appointed: 2023, Occupation: Nurse

HELEN MARY CAVE Appointed: 2020, Occupation: Head Of Events

NICOLA GOTREL Appointed: 2021, Occupation: Retired

PAUL NEAL SIMMONDS (Chair) Appointed: 2019, Occupation: University Lecturer, Other trusteeship: MUNICIPAL CHARITIES,

RICHARD BARRETT Appointed: 2017, Occupation: Retired Management Consultant

RICHARD PHILIP GOODALL Appointed: 2023, Occupation: Chartered Surveyor

ROSS MALCOLM TAYLOR Appointed: 2021, Occupation: Director

SUSAN NEWCOMBE Appointed: 2021, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 22/08/1997, number: 1064091
Registered at Companies House on 13/12/1996, number: 03291683

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
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

19 returns made; all on time

Main office

The Shakespeare Hospice
Church Lane
Shottery
Stratford-upon-Avon
CV37 9UL

Objectives

THE OBJECTS OF THE CHARITY (THE ?OBJECTS?) ARE FOR THE PUBLIC BENEFIT: - 3.2.1 TO PROMOTE THE RELIEF OF SICKNESS AND THE ADVANCEMENT OF HEALTH IN SUCH WAYS AS THE CHARITY SHALL FROM TIME TO TIME THINK FIT AND IN PARTICULAR, BUT WITHOUT PREJUDICE TO THE GENERALITY OF SUCH OBJECT: - (A) BY ESTABLISHING, MAINTAINING AND CONDUCTING A DAY CENTRE OR RESIDENTIAL HOME IN THE COUNTY OF WARWICKSHIRE, FOR THE RECEPTION AND CARE OF PERSONS OF ANY AGE AND EITHER SEX, WITHOUT REGARD TO RACE OR CREED, WHO ARE SUFFERING FROM ANY CHRONIC OR LIFE LIMITING ILLNESS OR FROM ANY DISABILITY OR DISEASE, AND BY PROVIDING MEDICAL OR OTHER TREATMENT AND ATTENTION FOR SUCH PERSONS; AND BY PROVIDING THERAPIES AND OTHER SERVICES TO RELIEVE SUFFERING OF THE MEMBERS OF THE FAMILIES OF SUCH PERSONS AND ANY WHO PROVIDE UNPAID CARE TO THEM. (B) BY CONDUCTING OR PROMOTING OR ENCOURAGING RESEARCH INTO THE CARE AND TREATMENT OF PERSONS SUFFERING FROM ANY SUCH ILLNESS, DISABILITY, DISEASE OR INFIRMITY AND PARTICULARLY INTO THE CARE AND TREATMENT OF PERSONS SUFFERING FROM LIFE LIMITING ILLNESS, AND TO DISSEMINATE THE RESULTS THEREOF TO THE PUBLIC. (C) BY PROMOTING OR ENCOURAGING OR ASSISTING IN THE TEACHING OR TRAINING OF DOCTORS, NURSES, PHYSIOTHERAPISTS AND OTHER PERSONS ENGAGED IN ANY BRANCH OF MEDICINE, SURGERY, NURSING OR ALLIED SERVICES AND IN THE TEACHING OR TRAINING OF STUDENTS IN ANY BRANCH OF MEDICINE, SURGERY, NURSING OR ALLIED SERVICES. (D) BY PROVIDING OR ASSISTING OR ENCOURAGING THE PROVISION OF SPIRITUAL HELP AND GUIDANCE FOR ANY PATIENTS, THEIR FAMILIES, CARERS AND MEMBERS OF STAFF.

Defined Area of Benefit:

NOT DEFINED

Data Sources