Finance Score: 4

Governance Score: 9

Support Score: 4

Liabilities <10%: +3
Excess liquidity: -1
Strong growth: +2

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

Grant maker support: +4

Overall GiG Score: 17

ABERYSTWYTH & DISTRICT HOSPICE AT HOME VOLUNTEERS

The relief of sickness and suffering amongst people living in the North Ceredigion area who are living with advanced incurable and progressive illness and also their carers, by providing them with practical, social and emotional support, by providing community-based supportive end of life care and by raising awareness regarding all aspects of end of life care in the North Ceredigion area.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
There have been no 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:

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 especially considering the historic stability of income

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	£852	£389	£463	£146	£807	£777	23.9	11	60
31/03/22	£287	£285	£2	n/a	n/a	n/a	n/a	n/a	70
31/03/21	£149	£104	£45	n/a	n/a	n/a	n/a	n/a	40
31/03/20	£217	£100	£118	n/a	n/a	n/a	n/a	n/a	60
31/03/19	£130	£70	£59	n/a	n/a	n/a	n/a	n/a	65
31/03/18	£108	£76	£32	£0	£0	£0	n/a	0	0
31/03/17	£128	£103	£25	£0	£0	£0	n/a	0	0
31/03/16	£106	£43	£63	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 19.2%
Fundraising Costs/Total Spending: 37.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 23.9 months
Net Current Assets/Spending: 5 months
Quick Ratio: 10.6

Asset Split ?

Established: 9 years

www.hahav.org.uk

admin@hahav.org.uk

01970611550

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes
Other Charitable Purposes

GiG Classification

Hospice services

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Ceredigion,

Who it helps

Other Defined Groups
The General Public/Mankind

Who works here?

11 employees
60 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.

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Small Grant
£10,000	02/12/2022	Unrestricted core funding for small charities
National Lottery Community Fund - Covid-19 HAHAV Digital Project
£76,600	20/08/2020 12	Aberystwyth and District Hospice at Home Volunteers will create a virtual hospice service as a bilingual portal for end of life related information advice and resources. They will facilitating ....more Aberystwyth and District Hospice at Home Volunteers will create a virtual hospice service as a bilingual portal for end of life related information advice and resources. They will facilitating complementary online group participation activities. £76600 over one year will fund salaries equipment and monitoring and evaluation. Bydd Aberystwyth and District Hospice at Home Volunteers yn creu gwasanaeth hosbis rhithwir fel porth dwyieithog ar gyfer gwybodaeth cyngor ac adnoddau sy'n gysylltiedig â diwedd bywyd. Byddant yn hwyluso gweithgareddau cyfranogiad grp ar-lein cyflenwol. Bydd £76600 dros flwyddyn yn ariannu cyflogau cyfarpar a monitro a gwerthuso.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 40-74

DR NIA MANNING Appointed: 2023, Occupation: Doctor

GWERFYL PIERCE JONES (Chair) Appointed: 2021, Occupation: Retired Director / Ceo Of The Welsh Books Council

JUNE MARGARET WELLS Appointed: 2024, Occupation: Retired Teacher

PETER BARRY SKITT Appointed: 2021, Occupation: Health Care County Director

RHIAN HAF EVANS Appointed: 2023, Occupation: Assistant Director Of Human Resources

DEIAN CREUNANT Appointed: 2022, Occupation: Rheolwr Cyfathrebu, Other trusteeships: CRONFA GOFFA SAUNDERS LEWIS, CWMNI THEATR ARAD GOCH,

GERAINT OWEN PUGH Appointed: 2023, Occupation: Company Secretary, Other trusteeships: CYMDEITHAS RHIENI AC ATHRAWON YSGOL GYMRAEG ABERYSTWYTH PARENTS AND TEACHERS ASSOCIATION, BANGOR UNIVERSITY STUDENTS' UNION,

Legal constitution

Charitable company registered in England & Wales on 25/02/2015, number: 1160645
Registered at Companies House on 13/10/2014, number: 09261439

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints 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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

8 returns made; all on time

Main office

Plas Antaron
Antaron Avenue
Southgate
ABERYSTWYTH
Dyfed
SY23 1SF

Objectives

THE RELIEF OF SICKNESS AND SUFFERING AMONGST PEOPLE LIVING IN NORTH CEREDIGION AND THE IMMEDIATE SURROUNDING AREA WHO ARE LIVING WITH ADVANCED, INCURABLE, AND PROGRESSIVE ILLNESS, AND ALSO THEIR CARERS, BY PROVIDING THEM WITH PRACTICAL, SOCIAL AND EMOTIONAL SUPPORT, BY PROVIDING COMMUNITY-BASED SUPPORTIVE END OF LIFE CARE AND BY RAISING AWARENESS REGARDING ALL ASPECTS OF END OF LIFE CARE IN THE COMMUNITY OF NORTH CEREDIGION AND THE IMMEDIATE SURROUNDING AREA.

Data Sources