Finance Score: -5
Governance Score: 4
Support Score: 0
  • Liabilities <10%: +3
  • Excess reserves: -3
  • Positive trading contribution: +2;Deficit latest year: -2
  • Fundraising costs high: -5
  • Narrow trustee age band: -2
  • Dynamic board: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: -1 ?

SOUTH BUCKS HOSPICE

Providing a day hospice and clinical facilities of a non-denominational character for the care of the terminally ill, patients with chronic illnesses, counselling services and patients suffering from lymphoedema.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • More than half of total income was derived from trading and fees in the latest year
  • 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:

  • The Board has little diversity in terms of age

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £4,872,110 available, equivalent to 32 months of spending and so may not be able to utilise additional funding
  • Income was lower than spending in the latest year
  • 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£1,654£1,855£-201£1,052£6,559£4,87231.540148
31/03/22£1,661£1,618£43£934£6,768£4,993373778
31/03/21£1,640£1,323£316£682£6,685£4,81243.638170
31/03/20£1,590£1,625£-35£893£6,272£4,29031.742202
31/03/19£2,019£1,665£355£946£6,372£4,27030.840187
31/03/18£1,772£2,127£-355£1,349£5,998£3,77421.3450
31/03/17*£1,903£1,897£6£1,396£6,359£4,02725.5500
31/03/16£1,990£1,887£103£1,444£6,309£3,97625.3470
31/03/15£2,161£1,873£288£1,537£4,778£2,30814.8380
31/03/14£3,530£1,562£1,969£1,244£4,475£2,25717.3350
31/03/13£1,399£1,226£173£931£2,506£2,11720.7300
31/03/12£1,258£1,065£194£751£2,333£2,00122.6230
31/03/11£996£916£80£607£2,140£1,78623.4210
31/03/10£2,572£551£2,021£349£2,066£1,69336.8180

Financial Ratios
Fundraising Costs/Relevant Income: 217.1%
Fundraising Costs/Total Spending: 56.7%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 3%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 74%
Reserves/Spending: 31.5 months
Net Current Assets/Spending: 10 months
Quick Ratio: 6.4
Asset Split ?
Balance Sheet History
Established: 16 years

www.sbh.org.uk

info@sbhospice.org.uk

01494552750

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Hospice & bereavement services
How it operates
  • Provides services
Where it operates
  • Buckinghamshire,
Who it helps
  • Elderly/Old People
  • Other Defined Groups
  • People With Disabilities

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.

Specific Donations
Amount When
Months
To be used for
Masonic Trust - MCF Hospice
£1,000 10/11/2021
Unrestricted funding for hospices

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Age Range of Trustees: 54-70
  • CAROLINE ALEXIA LANGLEY Appointed: 2018, Occupation: Healthcare Management
  • DAVID RICHARD ELLIS Appointed: 2018, Occupation: Retired Senior Civil Servant
  • DR SUSAN PROCTER Appointed: 2021, Occupation: Retired University Professor Of Nursing
  • HELEN YOKE WAN LAU Appointed: 2022, Occupation: Landlord/Retired
  • JOANNA LYNDEN KERRIDGE Appointed: 2018, Occupation: Retired
  • PHILIP JAMES WATKINS Appointed: 2016, Occupation: Accountant
Legal constitution
  • Charitable company registered in England & Wales on 30/03/2009, number: 1128881
  • Registered at Companies House on 17/12/2008, number: 06775584
Gift Aid
  • Registered with HMRC for Gift Aid
Fundraising Regulator
First registered: 09/01/2016, current status: Large charity (levy paid)
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
14 returns made; AR17: 1 days late,
Main office

BUTTERFLY HOUSE
KINGSWOOD PARK
HIGH WYCOMBE
BUCKS
HP13 6GR

Objectives

THE RELIEF OF THE SICK IN PARTICULAR BY THE PROVISION OF A HOSPICE OF A NON-DENOMINATIONAL NATURE OR BY PROVIDING SUPPORT BOTH FINANCIAL AND OF ANY OTHER NATURE FOR WORK IN BUCKINGHAMSHIRE, BERKSHIRE, HERTFORDSHIRE, AND OXFORDSHIRE AS MAY BE DECIDED BY THE TRUSTEES FOR THE PURPOSE OF OFFERING HEALING FACILITIES FOR THE SICK AND THOSE WHO ARE THOUGHT TO BE TERMINALLY ILL BOTH WITH ORTHODOX MEDICINE AND BY MEANS OF ALTERNATIVE TREATMENT TO ENABLE SUCH PERSONS TO LIVE IN DIGNITY UNTIL THEY DIE OR MAKE RECOVERY AND TO PROVIDE UNDERSTANDING ASSISTANCE AND CARE FOR THE WELFARE OF PATIENTS AND THEIR FAMILIES, EITHER FREE OF CHARGE OR SUBJECT TO SUCH PAYMENT AS THE TRUSTEES OF THE COMPANY MAY THINK FIT.

Defined Area of Benefit:

BUCKINGHAMSHIRE, BERKSHIRE, HERTFORDSHIRE, AND OXFORDSHIRE

Data Sources

Charity Commission for England and Wales
360 Giving
Charizone

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