Finance Score: -4

Governance Score: 5

Support Score: 7

Liabilities <10%: +3
Multiple Deficits: -2
Fundraising costs high: -5

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

Overall weighted support: +7

Overall GiG Score: 8

WAKEFIELD HOSPICE

Provision of the highest level of symptom management and care for people who have advanced active, progressive and life threatening illness., through the provision of a Specialist Palliative Care Team. The Hospice endorses a holistic approach in promoting quality of life for patients as well as providing the continuing support that is offered to families and carers.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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:

Why are there 17 trustees whereas the Charities Commission recommends a maximum of 12?
Over half the Board have joined recently

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£4,550	£5,066	£-517	£1,852	£5,927	£5,852	13.9	127	332
31/03/22		£4,260	£4,395	£-136	£1,442	£6,386	£6,272	17.1	125	335
31/03/21		£5,450	£4,338	£1,111	£1,208	£6,493	£6,401	17.7	124	290
31/03/20		£4,571	£4,448	£123	£1,468	£5,261	£2,388	6.4	125	410
31/03/19		£3,386	£4,211	£-825	£1,285	£5,149	£5,135	14.6	120	400
31/03/18		£3,987	£4,267	£-280	£1,349	£5,971	£5,963	16.8	131	0
31/03/17		£3,798	£4,147	£-349	£1,232	£6,032	£6,023	17.4	140	0
31/03/16		£4,311	£4,289	£22	£1,342	£6,264	£6,190	17.3	140	0
31/03/15		£4,567	£4,233	£334	£1,364	£6,270	£6,216	17.6	128	0
31/03/14		£4,105	£4,271	£-166	£1,438	£5,777	£5,732	16.1	121	0
31/03/13		£3,598	£3,895	£-297	£1,384	£5,876	£5,850	18	114	0
31/03/12	*	£3,849	£3,590	£259	£806	£6,025	£6,017	20.1	122	0
31/03/11		£3,821	£3,625	£195	£963	£5,737	£5,737	19	94	0
31/03/10		£2,778	£3,516	£-738	£1,163	£5,468	£5,468	18.7	124	0
31/03/09		£3,496	£3,421	£75	£1,114	£5,929	£5,929	20.8	100	0
31/03/08		£3,188	£3,134	£54	£994	£6,088	£6,088	23.3	133	0
31/03/07	*	£2,573	£2,759	£-186	£745	£6,149	£6,148	26.7	78	0
31/03/06		£2,171	£2,184	£-13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£1,716	£1,933	£-217	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£1,622	£1,557	£64	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 65.7%
Fundraising Costs/Total Spending: 36.8%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 9%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 13.9 months
Net Current Assets/Spending: 5 months
Quick Ratio: 2.9

Asset Split ?

Balance Sheet History

Established: 36 years
(38 years as a company)

www.wakefieldhospice.org

info@wakefieldhospice.co.uk

01924331400

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice & bereavement services

How it operates

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

Where it operates

City Of Wakefield,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Wolfson Foundation	£47,190
Masonic Trust	£31,065
National Lottery Community Fund	£10,000
Nova Wakefield	£8,000

Specific Donations

Amount	When Months	To be used for
Nova Wakefield - Grant to Wakefield Hospice
£8,000	23/05/2023	Wakefield Hospice is running two eight week programmes to promote positive approaches to living well with Frailty and supporting carers with adjustments in coping with change. Each session will last for two hours and carers are encouraged to bring ....more Wakefield Hospice is running two eight week programmes to promote positive approaches to living well with Frailty and supporting carers with adjustments in coping with change. Each session will last for two hours and carers are encouraged to bring the person they care for with them, as the Wakefield Hospice staff and volunteers will give them support in a room adjacent to where the training is taking place and offer an hour’s exercise programme promoting staying active.
Sir Jules Thorn Charitable Trust - Wakefield Hospice - 28/09/21
£5,000	29/11/2021	Core Funding
Masonic Trust - MCF Hospice
£1,065	10/11/2021	Unrestricted funding for hospices
Sir George Martin Trust - Grant to Wakefield Hospice
£5,000	07/07/2021	Capital costs for Advancement of Health/Saving Lives
Wolfson Foundation - Grant to Wakefield Hospice
£47,190	10/06/2021	Refurbishment of in-house laundry for improved infection control. Grant awarded through 'rapid route' in response to Covid-19 pandemic.
Masonic Trust - MCF Hospice UK Partnership
£30,000	31/03/2021	Improving access to hospice care for the BAME (Black, Asian and Minority Ethnic) communities in Wakefield.
National Lottery Community Fund - Working to a new normal
£10,000	07/05/2020 7	This project will provide bereavement support in a remote nature and will support individuals as well as provide training for local organisations. For individuals hospice staff will provide remote support via telephone skype or zoom. This will be ....more This project will provide bereavement support in a remote nature and will support individuals as well as provide training for local organisations. For individuals hospice staff will provide remote support via telephone skype or zoom. This will be predominantly be on a one-to-one basis but can extend to group sessions. For local organisations staff will share knowledge and skills to equip them to better support their bereaved.
National Lottery Community Fund - A smooth start to a bumpy car park
£10,000	26/09/2019 12	A smooth start to a bumpy car park
Sir George Martin Trust - Grant to Wakefield Hospice
£5,000	15/03/2019	Capital costs for Advancement of Health/Saving Lives
Sir George Martin Trust - Grant to Wakefield Hospice
£5,000	15/03/2019	Capital costs for Advancement of Health/Saving Lives
Masonic Trust - MCF Hospice UK Partnership
£20,840	28/02/2019	Caring Companies - Bereavement Support
Masonic Trust - Hospice Grant
£2,790	19/10/2016	Core funding for hospices

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (17)

Current Trustees appointed

Age Range of Trustees: 32-68

ALAN THOMAS HAMILTON Appointed: 2020, Occupation: Head Of It Security

AMANDA GAIT Appointed: 2022, Occupation: Solicitor

BEBHINN CLARE THERESE BROWNE Appointed: 2020, Occupation: Research Physiotherapist

CHRISTOPHER ROBERT BECK Appointed: 2022, Occupation: Director

CLAIRE KENDALL Appointed: 2022, Occupation: Director

DR BARBARA CROSSE Appointed: 2024, Occupation: Director

DR SAADIA HAYAT Appointed: 2024, Occupation: Doctor

FARIS DEAN Appointed: 2024, Occupation: Solicitor

HELEN JANE HIRST Appointed: 2019, Occupation: Chief Executive

JOHN GORDON MILNE Appointed: 2021, Occupation: Dental Surgeon

JO-ANNE CHARALAMBOUS Appointed: 2023, Occupation: Head Teacher

JOHN WILLIAM KNOX Appointed: 2024, Occupation: Director

LYNDSEY EMMA CLAYTON Appointed: 2020, Occupation: Medicines Safety Officer

NAVKIRNJOT BAINS-WILLIAMS Appointed: 2019, Occupation: Engineering Lead

PERMINDERJEET KAUR BANWAIT Appointed: 2023, Occupation: Director

ROBERT JAMES OTTER Appointed: 2020, Occupation: Financial Planner

SARAH CHARLOTTE BLACK Appointed: 2024, Occupation: Managing Director

Legal constitution

Charitable company registered in England & Wales on 25/11/1988, number: 518392
Registered at Companies House on 17/07/1986, number: 02038416

Gift Aid

Registered with HMRC for Gift Aid

Event History

06/03/2019 - Asset transfer in from EDDIE LEWIS TRUST
10/08/2022 - Asset transfer in from THE NEW FITZWILLIAM AND KINSLEY OLD FOLKS TREAT FUND

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; AR12: 2 days late, AR07: 0 days late, AR05: 1 days late, AR04: 36 days late,

Recent reorganisation events:

Asset transfer in from THE NEW FITZWILLIAM AND KINSLEY OLD FOLKS TREAT FUND on 10/08/2022

Main office

WAKEFIELD HOSPICE
ABERFORD ROAD
WAKEFIELD
WF1 4TS

Objectives

TO PROMOTE THE RELIEF OF SICKNESS AND THE WELFARE OF THE TERMINALLY ILL IN THE AREA OF WAKEFIELD AND DISTRICT IN SUCH WAYS AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT

Defined Area of Benefit:

WAKEFIELD AND DISTRICT

Data Sources

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