Finance Score: 0

Governance Score: 9

Support Score: 3

Liabilities <10%: +3
Excess reserves: -3
Income diversified: +3
Fundraising costs high: -3

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

Grant maker support: +3

Overall GiG Score: 12

PENDLESIDE HOSPICE

We provide palliative care for the people of Burnley & Pendle (and Rossendale for inpatient facilities) suffering from cancer and other life-limiting illnesses. We also provide support for their relatives and carers. We do this primarily with our 10 bed inpatient unit, our day service and outpatient facility and our Hospice at Home team who look after patients in their own homes.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Income generation is well diversified
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

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £13,240,019 available, equivalent to 34 months of spending and so may not be able to utilise additional funding
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	*	£5,691	£4,666	£1,024	£954	£13,355	£13,240	34	107	450
31/03/22		£4,794	£4,472	£322	£925	£12,910	£12,811	34.4	100	600
31/03/21		£5,200	£4,341	£859	£644	£12,397	£12,302	34	96	600
31/03/20		£4,447	£4,267	£180	£858	£10,520	£10,424	29.3	94	600
31/03/19		£3,883	£4,067	£-184	£791	£10,990	£10,891	32.1	91	450
31/03/18		£4,410	£3,930	£480	£723	£11,026	£10,906	33.3	87	0
31/03/17		£3,956	£3,738	£218	£555	£10,047	£9,900	31.8	87	0
31/03/16		£3,452	£3,656	£-204	£487	£9,291	£9,161	30.1	117	0
31/03/15		£3,341	£3,521	£-181	£506	£9,619	£9,455	32.2	76	0
31/03/14		£2,999	£3,484	£-484	£481	£9,520	£8,882	30.6	76	0
31/03/13		£3,203	£3,257	£-53	£461	£8,537	£8,475	31.2	75	0
31/03/12		£3,658	£3,322	£335	£446	£8,414	£8,336	30.1	75	0
31/03/11		£3,350	£3,281	£69	£435	£8,093	£7,992	29.2	75	0
31/03/10		£3,122	£2,961	£161	£423	£7,939	£7,880	31.9	70	0
31/03/09		£2,994	£2,333	£661	£399	£7,443	£7,372	37.9	65	0
31/03/08		£5,683	£2,088	£3,595	£378	£7,102	£7,018	40.3	58	0
31/03/07		£2,153	£2,001	£152	£358	£3,577	£3,557	21.3	55	0
31/03/06		£2,090	£1,799	£290	£0	£0	£0	n/a	0	0
31/03/05		£1,904	£1,548	£357	£0	£0	£0	n/a	0	0
31/03/04		£1,858	£1,498	£360	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 27.5%
Fundraising Costs/Total Spending: 21.8%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 3%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 34 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.7

Asset Split ?

Established: 35 years

www.pendleside.org.uk

info@pendleside.org.uk

07968654519

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

Lancashire,

Who it helps

The General Public/Mankind

Who works here?

107 employees
450 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 Hospice
£1,470	10/11/2021	Unrestricted funding for hospices
Masonic Trust - MCF Hospice UK Partnership
£28,168	06/03/2020	Palliative and End-of-life care for individuals who are homeless/vulnerably housed in Pendle and Burnley

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 37-71

JAYDEE DAVIS Appointed: 2021, Occupation: Director

AMIR SAEED Appointed: 2023, Occupation: University Lecturer

ELINOR GREEN Appointed: 2023, Occupation: Retired Head Of Human Resources

GILLIAN OAKLEY Appointed: 2021, Occupation: University Lecturer

HELEN BINNS Appointed: 2022, Occupation: Finance Director

MARK EDWARDS IRLAM Appointed: 2022, Occupation: Solicitor

MARTIN SCHOFIELD Appointed: 2023, Occupation: Retired Finance Director (Amca)

MIKE JOHN STEEL Appointed: 2021, Occupation: Managing Director

DAVID BROWN BSC ENG (Chair), Occupation: Company Director

DAVID ROBERT WALKER Appointed: 2016, Occupation: Managing Director

GILES SCOTT WILLIAMS Appointed: 2018, Occupation: Physiotherapist

MARY ANGELA BROWN Appointed: 2018, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 19/12/1988, number: 700993
Registered at Companies House on 27/07/1988, number: 02280991

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
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; AR23: 34 days late,

Main office

Pendleside Hospice
Pendleside
Colne Road
Burnley
BB10 2LW

Objectives

TO PROMOTE THE RELIEF OF SICKNESS IN SUCH WAYS AS THE ASSOCIATION SHALL FROM TIME TO TIME THINK FIT, AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF SUCH OBJECTS):- BY PROVIDING OR AIDING IN THE PROVISION OF MEDICAL AND SPIRITUAL TREATMENT AND ATTENTION FOR THE RECEPTION CARE AND MAINTENANCE OF PERSONS OF EITHER SEX (WITHOUT REGARD TO RACE CREED) WHO ARE SUFFERING (AT ANY AGE) FROM ANY CHRONIC OR TERMINAL ILLNESS OR FROM ANY INFIRMITY DISABILITY OR SIDEASE WHETHER ATTRIBUTABLE TO OLD AGE OR OTHERWISE IN THEIR OWN HOMES AND BY ESTABLISHING MAINTAINING AND CONDUCTING CHARITABLE RESIDENTIAL HOMES HOSPITALS AND CLINICS IN ENGLAND FOR THE RECEPTION AND CAR OF SUCH PERSONS AND BY PROVIDING SUCH MEDICAL SOCIAL AND SPIRITUAL TREATMENT AND ATTENTION FURTHER DETAILS SEE CLAUSE 3(B)(C)(D)(E) OF MEMORANDUM AND ARTICLES OF ASSOCIATION)

Defined Area of Benefit:

NOT DEFINED

Data Sources