Finance Score: 0

Governance Score: 6

Support Score: 5

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

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

Grant maker support: +5

Overall GiG Score: 11

GREAT OAKS HOSPICE

We provide supportive & palliative care on a 24 hour basis for adults in the community whose quality of life is affected by any life limiting condition. Family and friends are included in this care.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased 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 age and gender

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
Fundraising costs are 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
30/09/22		£1,269	£1,113	£156	£146	£1,710	£1,652	17.8	57	148
30/09/21		£1,054	£1,008	£46	£116	£1,646	£1,644	19.6	62	137
30/09/20		£1,080	£1,038	£41	£80	£1,581	£1,552	17.9	60	167
30/09/19		£992	£947	£45	£79	£1,547	£1,474	18.7	53	193
30/09/18	*	£905	£836	£68	£84	£1,490	£1,362	19.5	50	201
30/09/17		£813	£768	£45	£84	£1,445	£1,295	20.2	52	0
30/09/16		£714	£666	£48	£68	£1,394	£1,230	22.2	50	0
30/09/15		£633	£695	£-61	£46	£1,328	£1,151	19.9	14	0
30/09/14		£543	£639	£-96	£48	£1,382	£1,198	22.5	14	0
30/09/13		£479	£531	£-53	£0	£0	£0	n/a	0	0
30/09/12		£510	£545	£-35	£2	£1,513	£1,315	29	12	0
30/09/11		£489	£502	£-14	£0	£0	£0	n/a	0	0
30/09/10		£481	£477	£4	£0	£0	£0	n/a	0	0
30/09/09		£846	£416	£430	£46	£1,538	£1,283	37	20	0
30/09/08		£325	£320	£4	£0	£0	£0	n/a	0	0
30/09/07		£280	£283	£-3	£0	£0	£0	n/a	0	0
30/09/06		£481	£211	£270	£0	£0	£0	n/a	0	0
30/09/05		£250	£188	£63	£0	£0	£0	n/a	0	0
30/09/04		£240	£54	£186	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 21.3%
Fundraising Costs/Total Spending: 13.3%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 8%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 17.8 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.5

Asset Split ?

Established: 24 years

www.great-oaks.org.uk

clerical@great-oaks.org.uk

01594811910

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Gloucestershire,

Who it helps

People With Disabilities

Who works here?

57 employees
148 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

Department for Business, Energy and Industrial Strategy	£130,420
Masonic Trust	£8,135
Barnwood Trust	£995

Specific Donations

Amount	When Months	To be used for
Department for Business, Energy and Industrial Strategy - PAY-N-PUMP
£4,660	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=105964
Department for Business, Energy and Industrial Strategy - Integrated Minigrid + Integral Anchor Load Model for Rural Energy Access in Uganda
£18,167	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=105908
Department for Business, Energy and Industrial Strategy - ECOSMART:2
£28,052	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=78310
Department for Business, Energy and Industrial Strategy - Smart Integrated Community Energy in Northern Tanzania
£29,682	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=105643
Masonic Trust - MCF Hospice UK Partnership
£7,135	31/03/2022	Delivering “Day Services” into our communities’ homes so as to reach and care for a greater number of patients and their support network through technology - Reimagining Day Hospice Services
Department for Business, Energy and Industrial Strategy - Resilience Fund: Additional COVID related costs to 105908 Uganda Minigrids and Anchor Loads project
£49,859	01/12/2021	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10024404
Masonic Trust - MCF Hospice
£1,000	10/11/2021	Unrestricted funding for hospices
Barnwood Trust - Organisational and Groups Funding
£995	16/02/2021	Wellbeing and Compassion course
Masonic Trust - MCF Hospice UK Partnership
£3,960	28/02/2019	Cookery for Bereaved Men - Bereavement Support

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 46-81

DR EMMA HUSBANDS Appointed: 2021, Occupation: Doctor

STEPHEN LEWIS Appointed: 2021, Occupation: It Service Delivery Manager

ALAN FRANK ROBINSON Appointed: 2018, Occupation: Retired

GEOFF CAPPS Appointed: 2004, Occupation: Retired

GARY JOHN DAVID ELLIS Appointed: 2016, Occupation: Solicitor

HUGH RONALD ALDRIDGE Appointed: 2018, Occupation: Teaching Assistant

JULIE SHARMA Appointed: 2012, Occupation: Doctor

LORRAINE ELISE ALDRIDGE Appointed: 2018, Occupation: Teaching Assistant

SUSAN WILLIAMS (Chair) Appointed: 2018, Occupation: Retired

CHRISTOPHER FRANK HAWKINS Appointed: 2004, Occupation: Tax Consultant, Other trusteeship: FOREST OF DEAN ATHLETIC CLUB,

DR SUSHIL ROY SHARMA Appointed: 2014, Occupation: Doctor, Other trusteeship: THE VICTORIA CENTRE,

Legal constitution

Charitable company registered in England & Wales on 12/11/1999, number: 1078186
Registered at Companies House on 06/08/1999, number: 03821527

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; AR18: 17 days late,

Main office

GREAT OAKS HOSPICE
THE GORSE
COLEFORD
GL16 8QE

Objectives

THE CHARITY'S OBJECTS ARE RESTRICTED SPECIFICALLY, IN EACH CASE ONLY FOR THE PUBLIC BENEFIT, TO:- THE SUPPORT, TREATMENT, CARE AND ASSISTANCE OF PERSONS SUFFERING FROM ILLNESS AND (WITHOUT LIMITING OR RESTRICTING THE GENERALITY OF THE FOREGOING) IN PARTICULAR THOSE LIVING WITH LIFE LIMITING ILLNESS- THE PROVISION OF SERVICES OR OTHER HELP OR AID AS MAY ASSIST SUCH PERSONS TO LIVE AS FULLY AND AS WELL AS THEY CAN TO THE END OF THEIR LIVES HOWEVER LONG THAT MAY BE- PROVIDE SUPPORT, TREATMENT, CARE, AND ASSISTANCE FOR FAMILY, FRIENDS, CARERS OR OTHERS ENGAGED IN, OR ASSISTING IN THE CARE OF, OR AFFECTED BY THE ILLNESS OF SUCH PERSONS, WHETHER BEFORE OR AFTER THEIR DEATH- ALLEVIATE PAIN AND SUFFERING OF PERSONS AFFECTED BY BEREAVEMENT OR LOSS INCLUDING BY PROVISION OF COUNSELLING OR OTHER SUPPORT

Defined Area of Benefit:

NOT DEFINED IN PRACTICE FOREST OF DEAN DISTRICT AUTHORITY AREA

Data Sources