Finance Score: 0

Governance Score: 6

Support Score: 5

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

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

Grant maker support: +5

Overall GiG Score: 11

DR KERSHAW'S HOSPICE

Provides palliative care services for local people with life limiting illness

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, despite a decline more recently
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

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
31/03/23		£4,573	£4,382	£192	£637	£10,544	£5,957	16.3	110	328
31/03/22		£4,324	£3,688	£636	£522	£10,384	£5,711	18.6	102	325
31/03/21		£4,374	£3,378	£996	£388	£9,693	£5,746	20.4	101	254
31/03/20		£4,624	£4,826	£-202	£444	£8,697	£6,622	16.5	109	262
31/03/19		£3,296	£3,204	£93	£533	£7,477	£6,159	23.1	82	296
31/03/18		£3,175	£2,977	£198	£471	£7,397	£6,313	25.5	70	0
31/03/17		£2,903	£2,792	£111	£485	£7,333	£6,117	26.3	58	0
31/03/16		£2,687	£2,442	£245	£570	£7,365	£5,992	29.4	49	0
31/03/15		£2,998	£2,332	£665	£405	£7,253	£7,253	37.3	47	0
31/03/14		£2,167	£1,902	£265	£380	£6,720	£6,720	42.4	50	0
31/03/13		£2,437	£1,745	£692	£282	£6,467	£6,467	44.5	52	0
31/03/12		£3,525	£1,733	£1,792	£277	£5,879	£5,879	40.7	44	0
31/03/11		£2,196	£1,657	£539	£259	£4,175	£4,175	30.2	46	0
31/03/10		£1,732	£1,662	£70	£267	£3,517	£3,517	25.4	44	0
31/03/09	*	£1,515	£1,495	£20	£229	£3,503	£3,503	28.1	42	0
31/03/08		£1,485	£1,435	£50	£219	£3,447	£3,447	28.8	40	0
31/03/07		£1,299	£1,271	£28	£173	£2,920	£2,920	27.6	39	0
31/03/06		£1,181	£1,148	£33	£0	£0	£0	n/a	0	0
31/03/05	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 20.2%
Fundraising Costs/Total Spending: 14.5%
Senior Staff Costs/Total Spending: 10%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 3%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 56%
Reserves/Spending: 16.3 months
Net Current Assets/Spending: 9 months
Quick Ratio: 8.2

Asset Split ?

Established: 20 years

www.drkershawshospice.org.uk

info@drkh.org.uk

0161-624-2727

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Oldham,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

110 employees
328 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

Wolfson Foundation	£140,000
Garfield Weston Foundation	£75,000
Co-Operative Group	£11,582
Masonic Trust	£1,565

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Dr Kershaw's Hospice
£3,409	21/10/2023	We aim to secure a complementary therapist to support those accessing bereavement support groups. This will address feelings of grief, stress and anxiety, promoting wellbeing and quality of life.
Co-Operative Group - Grant to Dr Kershaw's Hospice
£3,355	22/10/2022	We would like to create a woodland circle of reflection to help boost the mental health and wellbeing of our patients and their families, as well as volunteers and staff at the hospice.
Masonic Trust - MCF Hospice
£1,565	10/11/2021	Unrestricted funding for hospices
Garfield Weston Foundation - Main Grants award
£75,000	19/02/2021	Transforming In-Patient Care In Oldham
Wolfson Foundation - Grant to Dr Kershaw's Hospice
£60,000	09/12/2020	WF Covid-19 Support Fund
Co-Operative Group - Grant to Dr Kershaws Hospice
£4,819	15/11/2019	We want to improve the facilities for visiting families here at Dr Kershaws Hospice.
Wolfson Foundation - Grant to Dr Kershaw's Hospice
£80,000	13/06/2019	Construction of a new in-patient unit, providing facilities for adults with complex medical needs
Co-Operative Group - Grant to Dr Kershaws Hospice
£7,041	19/11/2018	We need new beds for our patients so that they're as comfortable as possible.
Co-Operative Group - Grant to Dr Kershaws Hospice
£2,507	04/08/2017	Outdoor gym equipment at the hospice would significantly improve patient physiotherapy, aiding symptom control and general health.
Masonic Trust - Hospice Grant
£2,718	19/10/2016	Core funding for hospices

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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: 47-74

DAVID MACDONALD Appointed: 2022, Occupation: Operations Manager

EILEEN JONES Appointed: 2022, Occupation: Retired

IAN CHAPMAN Appointed: 2022, Occupation: Accountant

JACQUELINE WOOD Appointed: 2021, Occupation: Director

MARK HADFIELD Appointed: 2022, Occupation: Company Director

RICHARD BUCHANAN Appointed: 2022, Occupation: Project Manager

STEPHEN SCHOFIELD Appointed: 2021, Occupation: Director

DR PAUL RUSSELL COOK Appointed: 2018, Occupation: Retired

JONATHAN RICHARD LIPTON Appointed: 2014, Occupation: Company Director

KIM WRIGLEY Appointed: 2021, Occupation: Director, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF CHRIST CHURCH CHADDERTON,

RACHEL LOUISE DAMIANOU Appointed: 2019, Occupation: Solicitor, Other trusteeship: LYDGATE COMMUNITY ASSOCIATION CIO,

Legal constitution

Charitable company registered in England & Wales on 16/09/2004, number: 1105924
Registered at Companies House on 03/09/2004, number: 05221414

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
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
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

19 returns made; AR09: 4 days late, AR05: 71 days late,

Main office

Dr Kershaws Hospice
Turf Lane
Royton
OLDHAM
OL2 6EU

Objectives

TO PROMOTE THE RELIEF OF ILLNESS AND SUFFERING IN SUCH WAYS AS THE TRUSTEES THINK FIT:-3(1) BY ESTABLISHING, MAINTAINING AND CONDUCTING RESIDENTIAL NURSING AND CONVALESCENT HOMES FOR THE RECEPTION AND CARE OF PERSONS OF EITHER SEX WHO ARE SUFFERING AT ANY AGE 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 AND SO THAT ANY SUCH HOME MAY BE RESTRICTED AS AFORESAID TO PATIENTS SUFFERING FROM ANY PARTICULAR TYPE OR TYPES OF ILLNESS, DISABILITY OR INFIRMITY AND BY PROVIDING MEDICAL OR OTHER TREATMENT OR ATTENTION FOR ANY SUCH PERSONS AS AFORESAID IN THEIR OWN HOME;3(2) BY CONDUCTING AND PROMOTING OR ENCOURAGING RESEARCH IN TO THE CARE AND TREATMENT OF PERSONS SUFFERING FROM ANY SUCH ILLNESS, DISABILITY, DISEASE OR INFIRMITY AND PARTICULARLY IN TO THE CARE AND TREATMENT OF PERSONS SUFFERING FROM CANCER OR TERMINAL ILLNESSES AND BY PROVIDING FOR THE DISSEMINATION OF THE RESULTS OF SUCH RESEARCH;3(3) 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 OR NURSING OR ALLIED SERVICES

Defined Area of Benefit:

OLDHAM AND DISTRICT

Data Sources