Finance Score: -2

Governance Score: 8

Support Score: 3

Liabilities <10%: +3
Excess liquidity: -1
Reasonable growth: +1
Fundraising costs high: -5

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 9

BURY HOSPICE

The advancement of health for the public benefit by maintaining a Hospice and services for the relief of pain, the treatment of symptoms and the spiritual welfare of those requiring palliative care.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been reasonable growth in spending 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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end
Fundraising costs are extremely 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		£3,931	£3,798	£133	£1,252	£6,622	£6,592	20.8	91	270
31/03/22		£4,157	£3,389	£768	£1,126	£6,496	£5,954	21.1	85	450
31/03/21		£2,903	£2,916	£-13	£971	£5,725	£5,709	23.5	82	450
31/03/20		£3,498	£2,951	£547	£1,028	£5,730	£5,723	23.3	81	525
31/03/19		£2,712	£2,568	£144	£962	£5,184	£5,174	24.2	55	475
31/03/18		£2,589	£2,646	£-57	£812	£5,038	£5,038	22.8	47	0
31/03/17		£2,097	£2,441	£-344	£660	£5,645	£5,627	27.7	45	0
31/03/16	*	£2,176	£2,155	£20	£597	£5,989	£5,971	33.2	45	0
31/03/15		£2,425	£2,463	£-37	£634	£5,969	£5,952	29	51	0
31/03/14	*	£2,292	£2,910	£-618	£723	£6,007	£5,944	24.5	65	0
31/03/13	*	£2,859	£2,713	£146	£903	£6,625	£6,571	29.1	48	0
31/03/12	*	£2,538	£2,050	£488	£750	£6,477	£6,442	37.7	44	0
31/03/11	*	£3,338	£2,093	£1,246	£814	£6,066	£5,989	34.3	42	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 53.4%
Fundraising Costs/Total Spending: 33%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 6%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 20.8 months
Net Current Assets/Spending: 8 months
Quick Ratio: 3.6

Asset Split ?

Established: 14 years

www.buryhospice.org.uk

info@buryhospice.org.uk

01617259800

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

Provides services

Where it operates

Bury,

Who it helps

The General Public/Mankind

Who works here?

91 employees
270 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

DCMS	£37,000
Co-Operative Group	£2,112
Masonic Trust	£1,375

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Bury Hospice
£2,112	22/10/2022	We would like to pay for a counsellor to support families with young children who have been affected by the death of their parent or significant loved one.
Masonic Trust - MCF Hospice
£1,375	10/11/2021	Unrestricted funding for hospices
DCMS - Coronavirus Community Support Fund
£37,000	29/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Masonic Trust - Hospice Grant
£2,718	19/10/2016	Core funding for hospices

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 11/13 persons

Age Range of Trustees: 43-72

DAVID KEVIN JONES Appointed: 2022, Occupation: Retired

DEVIN CASSIDY Appointed: 2021, Occupation: Head Teacher

LIAQAT ALI Appointed: 2021, Occupation: Retired, Other trusteeships: THE BURY ISLAMIC CENTRE, BURY FAITH FORUM,

NICOLA CAFFREY Appointed: 2023

SUZANNE GREENWOOD Appointed: 2023, Occupation: Consultant

CHRISTINE CLAYDON BUTLER Appointed: 2021

DEBORAH LISLE Appointed: 2019, Occupation: Deputy Registrations Officer

DONNA MARIA MCNICOLL Appointed: 2016, Occupation: Headteacher

JANE HIBBERT Appointed: 2020, Occupation: Brand Director

PAUL HORROCKS Appointed: 2016, Occupation: Pr And Communications Consultant

RUTH DEAKIN Appointed: 2021, Occupation: Lawyer

STUART PAGE Appointed: 2019, Occupation: Solicitor

TOM POSTLETHWAITE Appointed: 2021, Occupation: Chartered Accountant

Legal constitution

Charitable company registered in England & Wales on 13/07/2010, number: 1136843
Registered at Companies House on 29/06/2010, number: 07299003

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
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

13 returns made; AR16: 2 days late, AR14: 1 days late, AR13: 3 days late, AR12: 2 days late, AR11: 18 days late,

Main office

Bury Hospice
Rochdale Old Road
Bury
BL9 7RG

Objectives

THE ADVANCEMENT OF HEALTH FOR THE PUBLIC BENEFIT BY MAINTAINING AND MANAGING A HOSPICE AND SERVICES FOR THE RELIEF OF PAIN, THE TREATMENT OF SYMPTOMS AND THE SPIRITUAL WELFARE OF THOSE REQUIRING PALLIATIVE CARE.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL.

Data Sources