Finance Score: 0

Governance Score: 6

Support Score: 6

Excess liquidity: -1
Income diversified: +3
Strong growth: +2
Volatile income -1
Fundraising costs high: -3

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

Overall weighted support: +6

Overall GiG Score: 12

HOSPICE AT HOME WEST CUMBRIA

To provide palliative and supportive care, including pain and symptom control to persons of either sex, any age, without regard to race or creed, who are suffering from any chronic or terminal illness or from any disability or disease attributable to old age or from any other physical or mental infirmity, disability or disease, in such ways as the Trustees shall from time to time think fit.

Analysis by Giving is Great

Positives:

Income generation is well diversified
There has been strong growth in spending over the last 5 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 dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end
Income has been volatile recently but spending has been maintained
Fundraising costs are high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/24		£1,717	£1,845	£-127	£363	£3,328	£3,318	21.6	56	130
31/03/23		£2,143	£1,447	£696	£349	£3,311	£3,238	26.9	46	172
31/03/22		£1,515	£1,243	£273	£334	£2,697	£2,697	26	41	180
31/03/21		£2,289	£1,177	£1,113	£341	£2,411	£2,411	24.6	43	175
31/03/20?		£1,687	£1,282	£405	£186	£1,176	£1,176	11	51	187
31/03/18		£1,036	£1,225	£-189	£179	£937	£926	9.1	58	0
31/03/17		£1,113	£1,172	£-59	£278	£1,135	£1,124	11.5	69	0
31/03/16		£1,069	£1,154	£-85	£233	£1,083	£1,072	11.1	65	0
31/03/15		£1,113	£1,122	£-9	£217	£1,190	£1,180	12.6	35	0
31/03/14		£1,514	£1,062	£452	£203	£1,416	£1,392	15.7	40	0
31/03/13		£913	£1,061	£-148	£292	£934	£885	10	75	0
31/03/12		£889	£938	£-49	£250	£1,027	£984	12.6	78	0
31/03/11		£963	£862	£101	£198	£1,067	£1,021	14.2	72	0
31/03/10		£882	£765	£117	£163	£932	£884	13.9	53	0
31/03/09		£827	£724	£103	£149	£751	£707	11.7	60	0
31/03/08		£845	£615	£230	£141	£664	£622	12.1	58	0
31/03/07	*	£550	£585	£-35	£113	£434	£368	7.6	58	0
31/03/06		£427	£561	£-135	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£412	£518	£-106	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£373	£482	£-109	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 25.1%
Fundraising Costs/Total Spending: 20.1%
Senior Staff Costs/Total Spending: 14%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 13%
Liabilities/Income: 29%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 21.6 months
Net Current Assets/Spending: 10 months
Quick Ratio: 2

Asset Split ?

Balance Sheet History

Established: 24 years

www.hospiceathomewestcumbria.org.uk

charlotte.todhunter@hhwc.org.uk

01900 873173

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice & bereavement services

How it operates

Provides human resources
Provides services

Where it operates

Cumbria,

Who it helps

Elderly/Old People
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Cumbria Community Foundation	£212,894
Masonic Trust	£9,957
Quartet Community Foundation	£8,710

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Festival
£2,500	01/02/2023	To support the charity's palliative home nursing care, enabling people to be in their place of choice as they reach the end of their life.
Cumbria Community Foundation - Fast track discharge - hospital to home
£8,000	24/01/2023 1	Fast track discharge - hospital to home
Cumbria Community Foundation - Bedrock Awards - Stage 2
£85,000	24/03/2022	Bedrock awards - Stage 2
Masonic Trust - MCF Hospice
£500	10/11/2021	Unrestricted funding for hospices
Cumbria Community Foundation - Bedrock awards - Stage 1
£22,179	29/03/2021	Bedrock awards - Stage 1
Cumbria Community Foundation - Donor directed COVID-19
£50,000	20/01/2021	Donor directed COVID-19 - Specialist palliative home nursing service
Cumbria Community Foundation - Staff costs
£12,715	19/11/2020	Staff costs
Cumbria Community Foundation - Extend existing provision with two new services
£10,000	19/11/2020	Extend existing provision with two new services
Cumbria Community Foundation - Donor directed COVID-19
£25,000	07/04/2020 36	Donor directed COVID-19
Masonic Trust - MCF Hospice UK Partnership
£6,957	06/03/2020	Widening Access to support adults with learning disabilities - Improving access for those affected by homelessness or learning disabilities
Quartet Community Foundation - Grant to Hospice at Home East Cumbria
£8,710	10/12/2019	Towards internal alterations to the ground floor to create a drop-in hub for patients and families to receive support and information.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Age Range of Trustees: 44-74

BARBARA MARION STEPHENS Appointed: 2019, Occupation: Retired

BRENDON COOK Appointed: 2019, Occupation: Retired

DOMINIC HEATON Appointed: 2023, Occupation: Certified Chartered Accountant

DR ANDREW BUTLER Appointed: 2024, Occupation: Retired

DR LEE WILLIAMS Appointed: 2021, Occupation: Consultant

DR RICHARD TRANTER Appointed: 2022, Occupation: Gp

FIONA STOBART Appointed: 2022, Occupation: Clinical Lead

KATHRYN MCCLOGRIE Appointed: 2023

KERRY CHARTERS Appointed: 2022, Occupation: Process Improvement Manager

PAUL SKELTON Appointed: 2021, Occupation: Head Of Higher Activity Waste Disposability

Legal constitution

Charitable company registered in England & Wales on 31/05/2001, number: 1086837
Registered at Companies House on 30/03/2001, number: 04191126

Gift Aid

Registered with HMRC for Gift Aid

Fundraising Regulator

First registered: 09/01/2016, current status: Awaiting renewal

Event History

25/10/2022 - Asset transfer in from THE INNER WHEEL CLUB OF EGREMONT BENEVOLENT FUND
20/07/2023 - Asset transfer in from LEAGUE OF FRIENDS OF THE MARYPORT HOSPITAL

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; AR07: 26 days late,

Recent reorganisation events:

Asset transfer in from THE INNER WHEEL CLUB OF EGREMONT BENEVOLENT FUND on 25/10/2022
Asset transfer in from LEAGUE OF FRIENDS OF THE MARYPORT HOSPITAL on 20/07/2023

Main office

Hospice At Home West Cumbria
10 Finkle Street
WORKINGTON
Cumbria
CA14 2BB

Objectives

The Charity's objects are restricted specifically, only for the public benefit, to:2.1 promote by the establishment and provision of personalised high quality palliative and end of life care;2.2 provide home nursing, emotional support, complementary therapies, and lymphoedema care when and where needed;2.3 provide domiciliary care and/or day care and/or the relief of adults hereinafter referred to as “Patients” who are suffering from any chronic or terminal illness or from any disability or disease attributable to old age or from any other physical or mental infirmity, disability or disease in such ways as the Charity shall from time to time think fit; and2.4 provide support for carers and family of Patients.Nothing in these Articles shall authorise an application of the property of the Charity for purposes which are not charitable in accordance with any statutory provision regarding the meaning of the word charitable or the words charitable purposes in force in any part of the United Kingdom.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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