Finance Score: -7

Governance Score: -2

Support Score: 9

Multiple Deficits: -2
Fundraising costs high: -5

Narrow trustee age band: -2

Grant maker support: +9

Overall GiG Score: 0

THE MARY STEVENS HOSPICE

The Charity's formal object is specifically restricted to the relief of sickness and the preservation of health. In practice, this means its principal activity is the provision of care for those suffering from chronic or terminal illness.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

On several occasions in recent years income has been less than spending
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		£4,934	£5,175	£-241	£1,975	£5,692	£4,459	10.3	159	99
31/03/22		£4,763	£4,756	£7	£1,329	£6,077	£4,879	12.3	149	192
31/03/21		£5,211	£5,009	£202	£1,851	£6,078	£4,920	11.8	188	190
31/03/20		£4,752	£5,702	£-950	£2,480	£5,653	£4,508	9.5	203	258
31/03/19		£5,148	£5,563	£-415	£2,583	£6,826	£5,707	12.3	203	250
31/03/18		£4,900	£5,381	£-481	£2,400	£7,217	£6,223	13.9	207	0
31/03/17		£5,579	£5,171	£407	£2,334	£7,788	£7,147	16.6	182	0
31/03/16		£4,586	£4,957	£-371	£2,269	£7,229	£6,642	16.1	108	0
31/03/15		£6,049	£4,799	£1,250	£2,126	£7,762	£7,127	17.8	105	0
31/03/14	*	£5,058	£4,402	£656	£2,019	£6,442	£6,249	17	98	0
31/03/13		£4,056	£3,946	£110	£1,737	£5,755	£5,686	17.3	89	0
31/03/12		£2,303	£2,407	£-105	£160	£5,528	£5,441	27.1	59	0
31/03/11	*	£2,367	£2,433	£-66	£365	£5,624	£5,494	27.1	60	0
31/03/10		£1,849	£2,299	£-450	£351	£5,662	£5,616	29.3	58	0
31/03/09		£2,303	£2,218	£85	£320	£6,047	£6,031	32.6	79	0
31/03/08	*	£2,629	£2,046	£583	£305	£5,949	£5,945	34.9	55	0
31/03/07		£1,917	£1,958	£-41	£283	£5,366	£3,162	19.4	53	0
31/03/06		£1,868	£1,754	£114	£0	£0	£0	n/a	0	0
31/03/05	*	£1,627	£1,598	£28	£0	£0	£0	n/a	0	0
31/03/04		£1,555	£1,388	£167	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 84.7%
Fundraising Costs/Total Spending: 38.2%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 18%
Liabilities/Income: 25%
Unrestricted Funds/Total Funds: 78%
Reserves/Spending: 10.3 months
Net Current Assets/Spending: 2 months
Quick Ratio: 2.8

Asset Split ?

Established: 38 years

www.marystevenshospice.co.uk

info@marystevenshospice.co.uk

01384445410

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Dudley, Sandwell, Staffordshire, Worcestershire,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

159 employees
99 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

National Lottery Community Fund	£123,165
Department for Work and Pensions	£87,186
DCMS	£49,868
Masonic Trust	£24,520

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to The Mary Stevens Hospice
£4,452	21/10/2023	We would like to continue to provide support to carers of our patients, including bereavement support, complementary therapy, meditation and mindfulness, crafts, and memory making.
National Lottery Community Fund - No Barriers Here - People excluded by culture identity and race
£10,000	17/06/2022	The funding will be used to develop and design a website with sections including public facing information community events forums and education for health care professionals and produce a short film.
Department for Work and Pensions - THE MARY STEVENS HOSPICE
£59,194	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
National Lottery Community Fund - Community Hospice Care and Wellbeing Service
£113,165	17/02/2022	The project is using funding towards the Community Hospice Care and Wellbeing Service which provides a range of support for adults with life-limiting illness as well as their families and carers The ....more The project is using funding towards the Community Hospice Care and Wellbeing Service which provides a range of support for adults with life-limiting illness as well as their families and carers The project will provide access to high quality personalised care and therapies which will support them to better understand and cope with their condition and provide pain and symptom management and advice alongside compassionate wellbeing social emotional spiritual and practical support.
Sir Jules Thorn Charitable Trust - The Mary Stevens Hospice - 29/09/21
£5,000	29/11/2021	Core Funding
Masonic Trust - MCF Hospice
£970	10/11/2021	Unrestricted funding for hospices
Department for Work and Pensions - THE MARY STEVENS HOSPICE
£27,992	01/04/2021	The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.
DCMS - Coronavirus Community Support Fund
£49,868	15/09/2020	"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 - MCF Hospice UK Partnership
£23,550	06/03/2020	No Barriers Here! Talking open about end of life care - Improving access for those affected by homelessness or learning disabilities
National Lottery Community Fund - Mary Stevens SPACES Sensory Garden
£30,886	23/11/2010 12	The Mary Stephens Hospice will use the award to develop a sensory garden designed to stimulate the senses and provide a restful and secluded space for its adult patients, their family members, ....more The Mary Stephens Hospice will use the award to develop a sensory garden designed to stimulate the senses and provide a restful and secluded space for its adult patients, their family members, visitors and children. Planned by a volunteer with experience and enthusiasm for horticulture, the project will involve the local community and hospice patients in its implementation and will benefit people living with serious illnesses and their families at the most challenging time of their lives.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 65-80

BRIAN BLAKEMORE Appointed: 2018, Occupation: Venture Capitalist

BARBARA DENISE COLES Appointed: 2020, Occupation: Teacher (Retired)

DR JANE FLINT MD,FRCP Appointed: 2015

COUNCILLOR ANGUS STUART MACPHERSON LEES Appointed: 2017, Occupation: Retired

COUNCILLOR KAREN SHAKESPEARE Appointed: 2018, Occupation: Local Authority Councillor

DAVID MARTIN Appointed: 2018, Occupation: Chartered Accountant

JOHN TURNER Appointed: 2015, Occupation: Retired

SPENCER HODGSON Appointed: 2016, Occupation: Business Consultant

STEVE WALTHO Appointed: 2016, Occupation: Chemical Plant Team Leader

PETER MARSH (Chair) Appointed: 2016, Occupation: Retired Director Of Facilities, Other trusteeships: THE DUDLEY CHURCH OF ENGLAND SCHOOLS FOUNDATION, BAYLIES' EDUCATIONAL FOUNDATION, DANIEL PARSONS EDUCATIONAL CHARITY,

Legal constitution

Charitable company registered in England & Wales on 02/06/1986, number: 517656
Registered at Companies House on 22/11/1985, number: 01963989

Gift Aid

Registered with HMRC for Gift Aid

Event History

24/10/2019 - Asset transfer in from DUDLEY WOOD COMMUNITY ASSOCIATION
25/03/2024 - Asset transfer in from BLACK COUNTRY NEUROLOGICAL ALLIANCE

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; AR14: 5 days late, AR11: 2 days late, AR08: 2 days late, AR05: 15 days late,

Recent reorganisation events:

Asset transfer in from DUDLEY WOOD COMMUNITY ASSOCIATION on 24/10/2019
Asset transfer in from BLACK COUNTRY NEUROLOGICAL ALLIANCE on 25/03/2024

Main office

221 HAGLEY ROAD
OLDSWINFORD
STOURBRIDGE
WESTMIDLANDS
DY8 2JR

Objectives

THE CHARITY’S OBJECTS ARE SPECIFICALLY RESTRICTED TO THE RELIEF OF SICKNESS AND THE PRESERVATION OF HEALTH, IN SUCH WAYS AS THE COMPANY SHALL FROM TIME TO TIME DETERMINE, IN THE COUNTIES OF THE WEST MIDLANDS, STAFFORDSHIRE, SHROPSHIRE AND WORCESTERSHIRE.”

Defined Area of Benefit:

NOT DEFINED

Data Sources