Finance Score: 7

Governance Score: 4

Support Score: 5

Liabilities <10%: +3
Excess reserves: -2
Large legacies income: +1
Strong growth: +2
Fundraising costs low: +3

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

Grant maker support: +5

Overall GiG Score: 16

THE ROSEMARY FOUNDATION LIMITED

The Rosemary Foundation Hospice at Home provides a full supportive hands-on nursing service for patients suffering from cancer, or other life-threatening conditions, in their own homes. We serve the community within an approximate 15 mile radius of Petersfield and provide cover seven days a week, twenty-four hours a day, without charge

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
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:

This charity has substantial assets and unrestricted reserves of £1,799,870 available, equivalent to 30 months of spending and so may not be able to utilise additional funding

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
30/06/22		£927	£723	£204	£18	£2,258	£1,800	29.9	21	40
30/06/21		£595	£684	£-89	£10	£2,253	£1,720	30.2	22	33
30/06/20		£1,288	£594	£693	£15	£2,165	£1,590	32.1	21	22
30/06/19		£987	£529	£458	£13	£1,448	£923	21	19	35
30/06/18		£610	£468	£143	£19	£979	£879	22.6	16	40
30/06/17		£496	£418	£78	£0	£0	£0	n/a	0	0
30/06/16		£453	£373	£79	£0	£0	£0	n/a	0	0
30/06/15		£522	£312	£211	£14	£614	£598	23	8	0
30/06/14		£354	£284	£70	£0	£0	£0	n/a	0	0
30/06/13		£331	£260	£72	£0	£0	£0	n/a	0	0
30/06/12		£288	£241	£47	£0	£0	£0	n/a	0	0
30/06/11		£265	£212	£53	£0	£0	£0	n/a	0	0
30/06/10		£192	£209	£-17	£0	£0	£0	n/a	0	0
30/06/09		£219	£187	£32	£0	£0	£0	n/a	0	0
30/06/08		£182	£176	£5	£0	£0	£0	n/a	0	0
30/06/07	*	£146	£127	£19	£0	£0	£0	n/a	0	0
30/06/06	*	£124	£104	£21	£0	£0	£0	n/a	0	0
30/06/05		£70	£75	£-5	£0	£0	£0	n/a	0	0
30/06/04		£66	£48	£17	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 2.1%
Fundraising Costs/Total Spending: 2.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 29.9 months
Net Current Assets/Spending: 9 months
Quick Ratio: 13.1

Asset Split ?

Established: 27 years

www.rosemary-foundation.org.uk

info@rfpetersfield.org

01730266329

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

Provides services

Where it operates

Hampshire, Surrey, West Sussex,

Who it helps

The General Public/Mankind

Who works here?

21 employees
40 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

The Michael And Betty Little Trust	£120,000
The Grocers' Charity	£5,000
Masonic Trust	£500

Specific Donations

Amount	When Months	To be used for
The Michael And Betty Little Trust - The Rosemary Foundation
£30,000	26/02/2023	Hospice at home
The Grocers' Charity - 2022-The Rosemary Foundation
£5,000	16/03/2022	Towards core costs of at-home hospice care to alleviate pressure on the NHS caused by COVID and so loved ones can remain with an individual as life draws to a close.
The Michael And Betty Little Trust - The Rosemary Foundation
£30,000	02/02/2022	Hospice at home
Masonic Trust - MCF Hospice
£500	10/11/2021	Unrestricted funding for hospices
The Michael And Betty Little Trust - The Rosemary Foundation
£30,000	08/12/2020	Hospice at home
The Michael And Betty Little Trust - The Rosemary Foundation
£15,000	19/01/2020	Hospice at home
The Michael And Betty Little Trust - The Rosemary Foundation
£15,000	30/06/2019	Hospice at home
The Michael And Betty Little Trust - The Rosemary Foundation
£15,000	29/05/2018	Hospice at home

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 58-75

KEITH HENRY GALE Appointed: 2023, Occupation: Retired

MR CHRIS WILTON (Chair) Appointed: 2014, Occupation: Financial Adviser

PATRICK MCGIBBON Appointed: 2021, Occupation: It Professional

DR ANDREW FRANCIS HAROLD HOLDEN Appointed: 2019, Occupation: Doctor Of Medicine

ELSPETH DIXON Appointed: 2021, Occupation: Retired

GILLIAN HAWORTH Appointed: 2014, Occupation: Retired

SARAH POOK Appointed: 2019, Occupation: Financial Controller

Legal constitution

Charitable company registered in England & Wales on 07/10/1997, number: 1064723
Registered at Companies House on 23/06/1997, number: 03390218

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR07: 15 days late, AR06: 18 days late,

Recent reorganisation events:

Asset transfer in from THE CHASE HOSPITAL LEAGUE OF FRIENDS on 22/03/2023

Main office

35 Lavant Street
Petersfield
Hampshire
GU32 3EL

Objectives

TO PROVIDE A FULL PALLIATIVE NURSING CARE SERVICE TO PATIENTS IN THEIR OWN HOMES, OR ELSEWHERE; TO PROVIDE COUNSELLING, BEREAVEMENT SUPPORT AND SIMILAR SERVICES TO PATIENTS, THEIR FAMILIES AND FRIENDS; TO PROVIDE ALL OR ANY OF THE ABOVE SERVICES, IN WHOLE, OR IN PART, ACCORDING TO NEED AND WITHOUT CHARGE TO PATIENTS, OR THEIR FAMILIES; TO PROVIDE SUCH SERVICES IN COLLABORATION WITH OTHER CARE PROFESSIONALS

Defined Area of Benefit:

NOT DEFINED

Data Sources