Finance Score: 2

Governance Score: 8

Support Score: 6

Liabilities <10%: +3
Income diversified: +3
Large legacies income: +1
Fundraising costs high: -5

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 16

THE ST PETER AND ST JAMES CHARITABLE TRUST

To provide specialist short & longer-term integrated palliative & end of life care to people with terminal & life limiting conditions in Sussex. To provide pre & post bereavement care and support to the families & friends of our patients. To provide specialist support, advice & education to patients, families, health care professionals & other providers in respect of palliative & end of life care.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Income generation is well diversified
This charity has received considerable income from legacies in recent years
Spending has increased over the last 3 years relative to the previous period
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

Regulatory & Governance issues to consider:

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

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

Established: 28 years

www.stpjhospice.org

contact@stpjhospice.org

01444471598

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	£5,613	£5,699	£-86	£2,521	£6,379	£6,287	13.2	99	400
31/03/22	£5,162	£4,771	£391	£1,775	£6,494	£6,452	16.2	99	435
31/03/21	£5,185	£4,662	£523	£1,153	£6,096	£5,951	15.3	102	438
31/03/20	£6,233	£5,091	£1,143	£1,487	£5,519	£5,452	12.9	109	450
31/03/19	£5,224	£4,603	£621	£1,462	£4,401	£4,381	11.4	101	425
31/03/18	£4,439	£4,169	£271	£1,328	£3,764	£3,723	10.7	134	0
31/03/17	£3,633	£4,235	£-602	£1,171	£3,498	£3,466	9.8	138	0
31/03/16	£3,911	£4,227	£-315	£1,134	£4,058	£3,966	11.3	140	0
31/03/15	£4,242	£4,251	£-9	£1,034	£4,320	£4,204	11.9	102	0
31/03/14	£3,935	£3,879	£56	£874	£4,301	£4,301	13.3	98	0
31/03/13	£4,204	£3,502	£702	£701	£4,238	£4,231	14.5	89	0
31/03/12	£3,415	£3,316	£99	£646	£3,511	£3,507	12.7	85	0
31/03/11	£3,834	£2,993	£841	£574	£3,406	£2,670	10.7	79	0
31/03/10	£3,331	£2,787	£544	£437	£2,559	£2,559	11	74	0
31/03/09	£2,647	£2,677	£-30	£618	£2,012	£1,798	8.1	63	0
31/03/08	£2,454	£2,257	£197	£502	£2,045	£1,879	10	63	0
31/03/07	£2,101	£2,111	£-10	£435	£1,870	£1,683	9.6	69	0
31/03/06	£1,906	£2,022	£-116	£0	£0	£0	n/a	0	0
31/03/05	£1,622	£1,957	£-335	£0	£0	£0	n/a	0	0
31/03/04	£1,666	£1,699	£-34	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 69.8%
Fundraising Costs/Total Spending: 44.3%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 3%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 13.2 months
Net Current Assets/Spending: 8 months
Quick Ratio: 1.4

Asset Split ?

Listed activities

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

East Sussex, West Sussex,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

99 employees
400 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

DCMS	£67,972
National Lottery Community Fund	£8,617
Sir Jules Thorn Charitable Trust	£5,000
Co-Operative Group	£3,201

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to St Peter & St James Hospice
£3,201	22/10/2022	We want to provide a range of well being services to our service users who are approaching the end of their lives.
Masonic Trust - MCF Hospice
£1,000	10/11/2021	Unrestricted funding for hospices
National Lottery Community Fund - Hospice Restore Shed
£8,617	22/10/2021	The funding will be used to create a Restore Shed where post bereavement support can be facilitated. The project aims to improve existing bereavement support for carers and family members of Hospice ....more The funding will be used to create a Restore Shed where post bereavement support can be facilitated. The project aims to improve existing bereavement support for carers and family members of Hospice patients reducing isolation and providing a space to talk.
Sir Jules Thorn Charitable Trust - St Peter & St James Hospice - 30/04/21
£5,000	14/06/2021	Core Funding
DCMS - Coronavirus Community Support Fund
£67,972	03/07/2020	"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."
Garfield Weston Foundation - Main Grants award
£25,000	07/03/2019	Caring for people at the end of their life (hospice care)
Co-Operative Group - Grant to St Peter & St James Hospice
£3,586	19/11/2018	We want to build a nature and memory trail for the benefit of both existing patients and families and bereaved families and friends.
Garfield Weston Foundation - Main Grants award
£20,000	23/10/2017	End of Life Care at St Peter & St James Hospice
Masonic Trust - Hospice Grant
£3,070	18/10/2017	Core funding for hospices
Masonic Trust - Hospice Grant
£4,292	19/10/2016	Core funding for hospices
Henry Smith Charity - Grant to St Peter & St James Charitable Trust
£67,000	12/09/2013 24	towards two years' continuation funding of the salary of a Clinical Nurse Specialist to provide outreach hospice care in East Sussex
National Lottery Community Fund - The Lewes and District Palliative Care and Support at Home Project
£171,311	03/09/2013 36	The aim of this existing project is to improve the quality of life of terminally ill patients, and to support patients' families. The project will enable more people to receive palliative care in ....more The aim of this existing project is to improve the quality of life of terminally ill patients, and to support patients' families. The project will enable more people to receive palliative care in their own homes - a clinical nurse specialist will visit patients on referral, arranging the appropriate medication, physiotherapy, complementary therapy, counselling and practical aids. With this support, the patient is less likely to be admitted to hospital and will have the choice to die at home or in a hospice.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 11/13 persons

Age Range of Trustees: 40-70

ANDREW RICHARD COOK Appointed: 2016, Occupation: Retired

ANITA CHOWN Appointed: 2023, Occupation: People Director

CAROLINE CAUVIN Appointed: 2021, Occupation: Commercial Director

CHARLOTTE ALMOND Appointed: 2022, Occupation: Psychological Therapy Service Manager

DR NICHOLAS JAMES BARRIE Appointed: 2017, Occupation: Locum General Practitioner, Other trusteeship: SEAFORTH HALL,

HARRIET CREAMER (Chair) Appointed: 2020, Occupation: Management Consultant

ISABELLE OTWAY Appointed: 2021, Occupation: Finance Director

JOHN HILLS Appointed: 2020, Occupation: Retired Finance Director

LESLEY STRONG Appointed: 2021, Occupation: Retired

MICHAEL CAREY Appointed: 2022, Occupation: Business Consultant

PATRICIA ALICE ROBINSON Appointed: 2020, Occupation: Senior Lecturer

PATRICK HENSHAW Appointed: 2023, Occupation: Chartered Building Surveyor

ROBIN JAMES KNIGHT Appointed: 2020, Occupation: Property Investor

Legal constitution

Charitable company registered in England & Wales on 13/06/1996, number: 1056114
Registered at Companies House on 29/05/1996, number: 03204919

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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

NORTH COMMON ROAD
NORTH CHAILEY
LEWES
EAST SUSSEX
BN8 4ED

Objectives

1.1 TO MAINTAIN ST PETER & ST JAMES HOSPICE AS A CENTRE FOR THE PROVISION OF NURSING AND PALLIATIVE CARE FOR PEOPLE WITH PROGRESSIVE LIFE-LIMITING ILLNESS, ON A NON-PROFIT MAKING BASIS, BOTH IN THE HOSPICE AND IN THE COMMUNITY;1.2 TO ADVANCE RESEARCH AND EDUCATION IN PALLIATIVE AND END OF LIFE CARE;1.3 TO RELIEVE THE SUFFERING OF PEOPLE FACING OR EXPERIENCING BEREAVEMENT THROUGH THE PROVISION OF COUNSELLING AND SUPPORT;1.4 IN RECOGNITION OF ITS ORIGIN AS A DONKEY CLUB, TO CONTRIBUTE TO THE AID AND SUCCOUR OF NEEDY DONKEYS ON ITS OWN PREMISES OR ELSEWHERE.

Defined Area of Benefit:

NOT DEFINED - IN PRACTICE SUSSEX

Data Sources