Finance Score: -3

Governance Score: 6

Support Score: 8

Liabilities <10%: +3
Excess reserves: -4
Fundraising costs high: -2

Dynamic board: +3
Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +5

Overall GiG Score: 11

THE SARA LEE TRUST FUND

An independent, local charity providing complementary therapies, counselling and creative therapies to people in Hastings and Rother living through cancer and other serious illness; with support for their families and carers.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
This charity has a robust balance sheet
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £1,452,215 available, equivalent to 44 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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/04/24	£608	£399	£209	£77	£1,968	£1,452	43.7	18	150
30/04/23	£654	£654	£0	£78	£1,759	£1,414	26	23	150
30/04/22	£396	£377	£19	n/a	n/a	n/a	n/a	n/a	n/a
30/04/21	£337	£332	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/04/20?	£392	£377	£15	n/a	n/a	n/a	n/a	n/a	n/a
30/04/18	£348	£344	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/04/17	£420	£227	£193	n/a	n/a	n/a	n/a	n/a	n/a
30/04/16	£272	£216	£57	n/a	n/a	n/a	n/a	n/a	n/a
30/04/15	£421	£176	£245	n/a	n/a	n/a	n/a	n/a	n/a
30/04/14	£818	£127	£692	£25	£864	£859	81.4	3	0
30/04/13	£223	£129	£94	n/a	n/a	n/a	n/a	n/a	n/a
30/04/12	£145	£150	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/04/11	£113	£132	£-19	n/a	n/a	n/a	n/a	n/a	n/a
30/04/10	£123	£114	£10	n/a	n/a	n/a	n/a	n/a	n/a
30/04/09	£116	£139	£-23	n/a	n/a	n/a	n/a	n/a	n/a
30/04/08	£127	£151	£-24	n/a	n/a	n/a	n/a	n/a	n/a
30/04/07	£186	£105	£80	n/a	n/a	n/a	n/a	n/a	n/a
30/04/06	£117	£110	£8	n/a	n/a	n/a	n/a	n/a	n/a
30/04/05	£93	£96	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/04/04	£55	£81	£-26	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 20.4%
Fundraising Costs/Total Spending: 19.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 74%
Reserves/Spending: 43.7 months
Net Current Assets/Spending: 12 months
Quick Ratio: 7.1

Asset Split ?

Balance Sheet History

Established: 29 years

www.saraleetrust.org

info@saraleetrust.org

01424456608

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Emotional support, counselling or therapy

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

East Sussex,

Who it helps

Elderly/Old People
People With Disabilities
The General Public/Mankind

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
National Lottery Community Fund - Sara Lee Trust - IT systems for patient services
£8,500	03/03/2023	The project will use the funding to purchase IT equipment which will enable the group to support people who are living with life limiting illnesses. This project aims to support vulnerable people and help them to reach their potential.
Sussex Community Foundation - Grant to The Sara Lee Trust
£10,000	09/01/2023 3	Funding was provided to help cover staff costs and towards the increased fuel costs for Community Therapy.
National Lottery Community Fund - The Sara Lee Trust Therapy Centre Sidley
£97,922	20/10/2022	This funding will be used by the Sara Lee Trust to preserve and build on improving the health and well-being of people affected by cancer and other life threatening illnesses. The project is based in Sidley Bexhill on Sea in an area that has ....more This funding will be used by the Sara Lee Trust to preserve and build on improving the health and well-being of people affected by cancer and other life threatening illnesses. The project is based in Sidley Bexhill on Sea in an area that has historically suffered from a lack of health and social care investment and suffers from significant local health inequalities.
Sussex Community Foundation - Grant to Sara Lee Trust
£10,000	17/11/2021 5	Funding was provided towards their Community Therapy Service.
National Lottery Community Fund - The Sarah Lee Trust Therapy Centre Sidley Capital Request
£248,518	04/11/2021	The funding will finance the building of a purpose designed DDA compliant (The Disability Discrimination Act) group therapy space that can accommodate group activities for up to 20 people or for 2 groups of 10 patients. The Sara Lee Trust services ....more The funding will finance the building of a purpose designed DDA compliant (The Disability Discrimination Act) group therapy space that can accommodate group activities for up to 20 people or for 2 groups of 10 patients. The Sara Lee Trust services are embedded in the local healthcare pathways for cancer and end-of-life care. Patient referrals to its services are accessible through the Clinical Commissioning Group dedicated referral software platform which is used by local referrers. The group receive referrals from hospital consultants GPs local cancer specialists and Macmillan nurses.
Sussex Community Foundation - Grant to Sara Lee Trust
£5,000	18/11/2020 11	Funding was provided to expand the Community Therapy Service (supporting patients unable to attend therapy hubs) to meet increasing demand.
Sussex Community Foundation - Grant to Sara Lee Trust
£5,000	06/04/2020	The Sara Lee Trust aims to improve the quality of life of people affected by cancer and other life threatening illnesses in Hastings and Rother. They have launched a telephone and video counselling service to continue to offer support to those in ....more The Sara Lee Trust aims to improve the quality of life of people affected by cancer and other life threatening illnesses in Hastings and Rother. They have launched a telephone and video counselling service to continue to offer support to those in need. Funding is to ensure that they can continue to provide counselling and other support to people at an already vulnerable time, made significantly worse by the current situation and by them being unable to deliver their usual services.
Sussex Community Foundation - Grant to Sara Lee Trust
£10,000	15/03/2019 11	Funding was provided to support the growth of the Community Therapy Service.
National Lottery Community Fund - Cancer Aware Community Therapy Support
£7,750	28/06/2018 12	The project will provide training for local businesses, family and carers so they provide cancer aware therapy services.
Sussex Community Foundation - Grant to Sara Lee Trust
£10,000	16/03/2018 11	The Sara Lee Trust aims to improve the quality of life of people affected by cancer and other life-threatening illnesses in Hastings and Rother, through the provision of specialist counselling and psychological support, creative and complementary ....more The Sara Lee Trust aims to improve the quality of life of people affected by cancer and other life-threatening illnesses in Hastings and Rother, through the provision of specialist counselling and psychological support, creative and complementary therapies and therapeutic group activities. Funding was provided to support the costs associated with running their community therapy services, which provides home visits to patients who are unable to attend their therapy hubs.
Co-Operative Group - Grant to The Sara Lee Trust
£2,699	04/08/2017	Funding will be used to provide counselling and complementary therapy to people living with cancer and other life threatening illnesses.
National Lottery Community Fund - The Sara Lee Trust Therapy Centre, Sidley
£265,734	31/05/2017 60	This project will provide a specialist psychological support and therapy service for people living with cancer and other life-threatening illnesses. The group will provide free psychological and counselling support, complementary therapies, and ....more This project will provide a specialist psychological support and therapy service for people living with cancer and other life-threatening illnesses. The group will provide free psychological and counselling support, complementary therapies, and therapeutic group support and activities. It plans to greatly improve access to its services and reduce health inequalities through the development of a Therapy Centre, which will enable easy access for a large local population in need of counselling services.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

ANNIE JEANETTE CRYAR

DEBORAH ANNE HARGREAVES Appointed: 2012

DR ANITA ROSE (Chair) Appointed: 2021

MICHAEL LEAR Appointed: 2016

MARCUS BAUGHURST Appointed: 2024

MARY MIDGLEY Appointed: 2024

MIKE MORTON Appointed: 2017

PETER MATTHEWS Appointed: 2021

STEPHEN ROBINSON Appointed: 2024

SUE MORTON Appointed: 2024

TIM LEE Appointed: 2022

TRACEY MAY Appointed: 2023

Legal constitution

Charity registered in England & Wales on 30/04/1996, number: 1055048

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

Filing Record

20 returns made; all on time

Main office

The Sara Lee Trust
25 Upper Maze Hill
St Leonards on Sea
TN38 0LB

Objectives

TO PROVIDE SUPPORT AND RELIEF FOR PEOPLE LIVING WITH LIFE THREATENING CONDITIONS, THEIR FAMILY AND CARERS THROUGH THE PROVISION OF COUNSELLING AND PSYCHOLOGICAL SUPPORT AND/OR COMPLIMENTARY THERAPY CARE, TREATMENT AND ADVICE IN PARTICULAR (BUT NOT TO THE EXCLUSION OF ELSEWHERE IN THE UNITED KINGDOM) IN EAST SUSSEX

Defined Area of Benefit:

NOT DEFINED

Data Sources

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