Finance Score: -6

Governance Score: 5

Support Score: 4

Liabilities <10%: +3
Excess reserves: -3
Large legacies income: +1
Multiple Deficits: -2
Fundraising costs high: -5

12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 3

SOBELL HOUSE HOSPICE CHARITY LIMITED

The charity operates to provide on-going funding to Sir Michael Sobell House (The Hospice). The fundraising effort concentrates on four main areas, which are:-- The Sobell Lottery- Community Fundraising- Financial Support - legacies, investments and grant income- Trading - shopsFunding is provided to The Hospice by way of grants and services provided.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £16,702,653 available, equivalent to 41 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

Established: 17 years

https://www.sobellhouse.org/

mail@sobellhospice.org

01865857007

Charity Commission for England and Wales

Tweets

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	£4,896	£4,831	£64	£1,976	£18,060	£16,703	41.5	45	136
31/03/22	£3,337	£3,466	£-128	£1,812	£18,883	£17,381	60.2	47	163
31/03/21	£3,287	£3,155	£132	£1,539	£18,410	£16,817	64	70	163
31/03/20	£3,236	£3,872	£-636	£1,652	£15,856	£14,193	44	44	144
31/03/19	£4,663	£3,718	£945	£1,581	£17,012	£15,348	49.5	44	130
31/03/18	£5,013	£3,646	£1,367	£1,639	£15,634	£14,047	46.2	44	0
31/03/17	£5,011	£3,635	£1,376	£1,447	£14,422	£13,114	43.3	35	0
31/03/16	£4,140	£3,211	£929	£1,452	£12,118	£10,705	40	37	0
31/03/15	£4,576	£2,975	£1,601	£1,390	£11,435	£10,005	40.4	29	0
31/03/14	£4,146	£3,243	£904	£1,370	£9,207	£7,421	27.5	25	0
31/03/13	£2,896	£2,626	£270	£1,237	£8,262	£6,421	29.3	23	0
31/03/12	£2,946	£2,753	£193	£1,217	£7,503	£5,607	24.4	21	0
31/03/11	£2,874	£2,444	£430	£1,062	£7,146	£5,428	26.6	19	0
31/03/10	£2,943	£2,590	£353	£990	£6,643	£4,926	22.8	18	0
31/03/09	£2,249	£2,098	£151	£974	£5,988	£4,213	24.1	18	0
31/03/08	£2,366	£2,364	£3	£882	£6,189	£4,343	22.1	16	0

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Financial Ratios

Fundraising Costs/Relevant Income: 68.3%
Fundraising Costs/Total Spending: 42.1%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 4%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 92%
Reserves/Spending: 41.5 months
Net Current Assets/Spending: 6 months
Quick Ratio: 2.6

Asset Split ?

Listed activities

The Advancement Of Health Or Saving Of Lives

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Oxfordshire,

Who it helps

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

Who works here?

45 employees
136 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

Oxfordshire Community Foundation	£4,415
Co-Operative Group	£3,326
DCMS	£3,000

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Sobell House Hospice
£3,326	23/10/2021	We would recruit and train bereavement volunteers to provide support for people whose loved ones have died under the care of Sobell House Hospice.
DCMS - Coronavirus Community Support Fund
£3,000	15/07/2020	"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."
Oxfordshire Community Foundation - COVID-19 The wellbeing project
£4,415	29/04/2020 10	Advice & support - to cope with the death of a loved one without also having to deal with social isolation.
Oxfordshire Community Foundation - Match Funding re Employee Fundraising
£4,000	12/06/2018	Staff team completed the Three Peaks Challenge
Oxfordshire Community Foundation - Match Funding re Employee Fundraising
£14,085	31/07/2017	Grant to Sobell House Hospice Charity
Garfield Weston Foundation - Major Grants award
£100,000	21/06/2017	Caring today, tomorrow and in the future
Wolfson Foundation - Grant to Sobell House Hospice Charity
£125,000	16/06/2017	Extension to the hospice
National Lottery Community Fund - The Transport Project
£54,448	09/02/2011 36	A transport service for terminally ill patients who wish to access the day centre at hospice. There is currently a volunteer led transport service but this is becoming increasingly difficult to ....more A transport service for terminally ill patients who wish to access the day centre at hospice. There is currently a volunteer led transport service but this is becoming increasingly difficult to maintain and is no longer adequate to meet patients' requirements.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees:

BERNARD GREGORY BIRDSEYE Appointed: 2020, Occupation: Retired

DR TIMOTHY LITTLEWOOD Appointed: 2024

DR WILLIAM COULDRICK Appointed: 2007, Occupation: Retired Medical Practioner, Other trusteeship: SOBELL HOUSE HOSPICE CHARITY,

DUNCAN CRINE Appointed: 2024

ELIZABETH DREW Appointed: 2024

HUGH EVERARD DUNCAN FRASER Appointed: 2007, Occupation: Garage Proprietor, Other trusteeship: SOBELL HOUSE HOSPICE CHARITY,

IAN DAVID MILES (Chair) Appointed: 2007, Occupation: Chartered Accountant, Other trusteeship: SOBELL HOUSE HOSPICE CHARITY,

JULIE FINDLEY Appointed: 2017, Occupation: Solicitor, Other trusteeship: SOBELL HOUSE HOSPICE CHARITY,

MICHAEL WELLS Appointed: 2024, Other trusteeship: THE GLADIATOR TRUST,

MR JOHN HOLLORAN Appointed: 2007, Occupation: Director, Other trusteeship: SOBELL HOUSE HOSPICE CHARITY,

PAUL LINDSELL Appointed: 2024

SANDRA NASH Appointed: 2007, Occupation: Retired, Other trusteeship: SOBELL HOUSE HOSPICE CHARITY,

VIVIENNE SPURGE Appointed: 2007, Occupation: Surveyor, Other trusteeship: SOBELL HOUSE HOSPICE CHARITY,

Legal constitution

Charitable company registered in England & Wales on 02/04/2007, number: 1118646
Registered at Companies House on 06/11/2006, number: 05989017

Gift Aid

Registered with HMRC for Gift Aid

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

16 returns made; all on time

Main office

Churchill Hospital
Old Road
Headington
Oxford
OX3 7LE

Objectives

1. TO SUPPORT THE WORK OF SIR MICHAEL SOBELL HOUSE, OXFORD, GENERALLY AND IN PARTICULAR IN OFFERING PALLIATIVE CARE, PAIN RELIEF, SUPPORT AND FRIENDSHIP TOGETHER WITH ADDITIONAL SERVICES AND FACILITIES FOR THE TERMINALLY ILL, AND THEIR FAMILIES AND CARERS RESIDING WITHIN OXFORDSHIRE, WHETHER AT SIR MICHAEL SOBELL HOUSE OR IN THEIR HOME OR OTHER PLACE OF RESIDENCE, THROUGHOUT ILLNESS AND DURING A PERIOD OF BEREAVEMENT2.FOR THE ADVANCEMENT OF PALLIATIVE CARE THROUGH THE PROVISION OF FUNDS AND FACILITIES FOR RESEARCH, EDUCATIONAL FACILITIES AND TRAINING.

Defined Area of Benefit:

OXFORD

Data Sources