Finance Score: 3

Governance Score: 3

Support Score: 7

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

Dynamic board: +3

Large volunteers +3
Grant maker support: +4

Overall GiG Score: 13

HOSPICE AT HOME CARLISLE AND NORTH LAKELAND

Providing a free at home palliative care nursing service for persons who are suffering from Cancer and other life- threatening illnesses and giving support to their families and carers.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
This charity has a robust balance sheet
Income generation is well diversified
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 dynamic in terms of composition

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end
Fundraising costs are high relative to funds raised

Established: 21 years

www.hospiceathome.co.uk

admin@hospiceathome.co.uk

01768210719

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	£1,680	£1,774	£-95	£276	£2,989	£2,984	20.2	62	410
31/03/22	£2,122	£1,395	£727	£407	£3,148	£3,148	27.1	64	411
31/03/21	£1,895	£1,325	£570	£350	£2,401	£2,401	21.7	58	402
31/03/20	£1,362	£1,427	£-65	£375	£1,710	£1,709	14.4	54	381
31/03/19	£1,221	£1,439	£-218	£350	£1,832	£1,827	15.2	55	345
31/03/18	£1,446	£1,378	£68	£294	£1,994	£1,989	17.3	69	0
31/03/17	£1,340	£1,308	£32	£315	£1,935	£1,826	16.7	54	0
31/03/16	£1,135	£1,167	£-31	£299	£1,795	£1,795	18.5	48	0
31/03/15	£1,264	£984	£279	£276	£1,839	£1,730	21.1	28	0
31/03/14	£1,111	£870	£241	£207	£1,497	£1,388	19.1	6	0
31/03/13	£862	£737	£125	£190	£1,235	£1,127	18.4	5	0
31/03/12	£954	£703	£252	£190	£1,070	£961	16.4	4	0
31/03/11	£874	£691	£183	£176	£819	£710	12.3	4	0
31/03/10	£613	£715	£-102	£185	£636	£527	8.8	4	0
31/03/09	£847	£651	£196	£187	£738	£629	11.6	5	0
31/03/08	£736	£572	£164	£173	£542	£448	9.4	5	0
31/03/07	£605	£521	£84	£141	£378	£362	8.3	5	0
31/03/06	£582	£467	£115	£0	£0	£0	n/a	0	0
31/03/05	£378	£346	£32	£0	£0	£0	n/a	0	0
31/03/04	£437	£290	£147	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 23.9%
Fundraising Costs/Total Spending: 15.5%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 4%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 20.2 months
Net Current Assets/Spending: 11 months
Quick Ratio: 10.8

Asset Split ?

Listed activities

The Advancement Of Health Or Saving Of Lives

How it operates

Provides human resources
Provides services

Where it operates

Cumbria,

Who it helps

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

Who works here?

62 employees
410 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

Cumbria Community Foundation	£91,596
Sir Jules Thorn Charitable Trust	£5,000
Masonic Trust	£3,425

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Festival
£2,500	27/03/2023	To provide 40 hours of Complementary Therapy and over 60 hours of specialised nursing care in the homes of the patients
Masonic Trust - MCF Matched Funding
£250	13/02/2023	Unrestricted matched funding in partnership with the local masonic province
Masonic Trust - MCF Matched Funding
£175	09/01/2023	Unrestricted matched funding in partnership with the local masonic province
Sir Jules Thorn Charitable Trust - Hospice at Home Carlisle and North Lakeland - 30/09/21
£5,000	29/11/2021	Core Funding
Masonic Trust - MCF Hospice
£500	10/11/2021	Unrestricted funding for hospices
Cumbria Community Foundation - Donor directed COVID-19 for Hospice at Home Service
£50,000	20/01/2021	Donor directed COVID-19
Cumbria Community Foundation - Staff costs for counselling
£10,000	05/11/2020	Staff costs for counselling
Cumbria Community Foundation - 1 Registered Nurse for 12 week period
£6,596	15/04/2020 2	1 Registered Nurse for 12 week period
Cumbria Community Foundation - Donor directed COVID-19 for Hospice at Home Service
£25,000	06/04/2020 2	Donor directed COVID-19
Quartet Community Foundation - Grant to Hospice At Home Carlisle & North Lakeland
£10,000	04/12/2018	Towards purchasing a van for the retail operations of a Hospice at Home service.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Age Range of Trustees: 52-80

DEBORAH JANE SHEARER Appointed: 2022, Occupation: Head Of First Line Risk Cco & Cto

DR HELEN ALEXANDRA DUNNING Appointed: 2019, Occupation: Retired Gp

JAMES DOUGLAS CLAXTON Appointed: 2016, Occupation: Solicitor

JANET SPENCER LAMB Appointed: 2022, Occupation: Retired

KEVIN COULTHARD Appointed: 2022, Occupation: Retired

MICHAEL KEVIN CLEMENTSON Appointed: 2016, Occupation: Business Development Director

MARGARET ALICE DRURY Appointed: 2016, Occupation: Cqc Inspector, Other trusteeship: CHRYSALIS (CUMBRIA) LTD,

MARGARET GRAY Appointed: 2021, Occupation: Retired Registered Nurse, Other trusteeship: HUTTON IN THE FOREST VILLAGE HALL,

PROFESSOR SHIRLEY REVELEY Appointed: 2021, Occupation: Retired

REV DAVID CHRISTOPHER WOOD Appointed: 2019, Occupation: Retired

SUSAN BLACK Appointed: 2021, Occupation: Health Visitor

Legal constitution

Charitable company registered in England & Wales on 30/01/2003, number: 1095708
Registered at Companies House on 05/12/2002, number: 04609579

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
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

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from GOLDEN YEARS LUNCH AND SOCIAL CLUB on 22/08/2023

Main office

Valley Court
Barras Lane
Dalston
CARLISLE
CUMBRIA

Objectives

TO RELIEVE THE SUFFERING OF AND PROVIDE PALLIATIVE AND SUPPORTIVE CARE TO PERSONS OF EITHER SEX WHO ARE SUFFERING FROM A TERMINAL ILLNESS OR FROM ANY OTHER PHYSICAL OR MENTAL INFIRMITY, DISABILITY OR DISEASE BY THE ESTABLISHMENT AND PROVISION OF DOMICILIARY AND SUPPORTIVE CARE, DAY CARE, RESIDENTIAL CARE AND IN SUCH OTHER WAYS S THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NOT DEFINED BUT IN PRACTICE CUMBRIA

Data Sources