Finance Score: 5

Governance Score: 6

Support Score: 6

Good reserves management: +3
Volatile income
spending growth: -1
Fundraising costs low: +3

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 17

HALTON HAVEN HOSPICE

The objective of the charity is to provide palliative care for patients who are suffering from life limiting illnesses including cancer, heart failure, respiratory and neurological disorders

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Income has been volatile recently but spending has been maintained

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	*	£2,102	£2,316	£-214	£171	£1,207	£1,181	6.1	57	33
31/03/22		£2,690	£2,754	£-64	£347	£1,475	£1,428	6.2	61	33
31/03/21		£2,650	£2,325	£325	£378	£1,539	£1,499	7.7	65	42
31/03/20		£2,440	£2,297	£144	£406	£1,214	£1,145	6	76	96
31/03/19		£2,326	£2,394	£-67	£386	£1,070	£1,043	5.2	59	99
31/03/18		£2,413	£2,557	£-144	£274	£1,138	£1,138	5.3	67	0
31/03/17		£2,519	£2,517	£2	£285	£1,282	£1,279	6.1	73	0
31/03/16		£2,569	£2,572	£-3	£300	£1,280	£1,280	6	71	0
31/03/15		£2,509	£2,557	£-48	£540	£1,283	£1,283	6	81	0
31/03/14		£2,880	£2,405	£475	£431	£1,330	£1,330	6.6	92	0
31/03/13		£2,368	£2,243	£125	£480	£855	£770	4.1	90	0
31/03/12		£2,102	£2,149	£-47	£494	£730	£692	3.9	87	0
31/03/11		£2,265	£1,990	£275	£461	£778	£724	4.4	83	0
31/03/10		£1,831	£1,932	£-101	£489	£502	£478	3	79	0
31/03/09		£1,314	£1,629	£-315	£282	£603	£579	4.3	68	0
31/03/08		£1,994	£1,442	£551	£203	£825	£758	6.3	60	0
31/03/07	*	£1,138	£1,259	£-121	£201	£274	£231	2.2	53	0
31/03/06		£1,330	£1,158	£172	£0	£0	£0	n/a	0	0
31/03/05		£1,002	£1,009	£-8	£0	£0	£0	n/a	0	0
31/03/04	*	£913	£951	£-38	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 9.8%
Fundraising Costs/Total Spending: 7.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 23%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 6.1 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.5

Asset Split ?

Established: 34 years

https://www.haltonhaven.org.uk/

Viv.culleton@haltonhaven.co.uk

01928712728

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

Provides human resources
Provides services

Where it operates

Halton,

Who it helps

The General Public/Mankind

Who works here?

57 employees
33 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
Wolfson Foundation - Grant to Halton Haven Hospice
£59,000	06/12/2023	Upgrade of link corridor and LED lighting
Masonic Trust - MCF Hospice
£1,065	10/11/2021	Unrestricted funding for hospices
National Lottery Community Fund - Day Hospice Hearing Loop & Group devices
£3,830	21/02/2019 12	The organisation will install hearing solutions in their hospice, with the aim of reducing social isolation and improving patient inclusion.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees:

COLIN MARSHALL MCKENZIE Appointed: 2022

DR ANDREW FELTON Appointed: 2022

EMMA GUY Appointed: 2022, Occupation: Director

JAYNE TRACEY MCGOWAN Appointed: 2022, Occupation: Nurse

JULIE HUNT Appointed: 2022, Occupation: Retired

RICHARD BAMBER Appointed: 2022

DR CHARLES PHILIP HALLAM Appointed: 2013, Occupation: Gp

WILLIAM JOHN CHRISTOPHER PARLANE Appointed: 2005, Occupation: Retired Director

Legal constitution

Charitable company registered in England & Wales on 05/04/1990, number: 702654
Registered at Companies House on 21/06/1989, number: 02397402

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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Volunteer management

Filing Record

20 returns made; AR23: 34 days late, AR07: 63 days late, AR04: 1 days late,

Recent reorganisation events:

Asset transfer in from FRODSHAM NURSING FUND on 06/08/2019

Main office

BARNFIELD AVENUE
MURDISHAW
RUNCORN
CHESHIRE
WA7 6EP

Objectives

TO RELIEVE THE SICKNESS, SUFFERING AND DISTRESS OF PERSONS RESULTING IN PARTICULAR FROM CANCER AND OTHER TERMINAL ILLNESSES (WITHOUT REGARD TO SEX RACE, CREED OR AGE) AND PARTICULARLY THOSE PERSONS RESIDENT IN THE AREA OF BENEFIT.

Defined Area of Benefit:

THE BOROUGH OF HALTON AND ADJACENT AREAS

Data Sources