Finance Score: -8

Governance Score: -8

Support Score: 1

Liabilities <10%: +3
Excess reserves: -5
Spending falling: -1
Multiple Deficits and declines: -5

Narrow trustee age band: -2
Static board: -3
All female board: -3

Grant maker support: +1

Overall GiG Score: -15

THE CONGREGATION OF THE DAUGHTERS OF THE CROSS OF LIEGE

Sisters pastoral work; visiting the sick, the housebound and offering spiritual support. Supporting Daughters of the Cross of Liege ministries in 9 countries The charity runs Holy Cross Hospital, a hospital providing neuro-rehabilitation and long-term care for neurologically impaired people.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

The Board is completely female
The Board composition appears to be rather static and has little diversity in terms of age

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £142,753,000 available, equivalent to 119 months of spending and so may not be able to utilise additional funding
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Established: 26 years

www.daughtersofthecross.org.uk

admin@daucross.org.uk

02039888420

Charity Commission for England and Wales

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		£10,752	£14,439	£-3,687	£0	£144,244	£142,753	118.6	169	24
31/03/22		£10,222	£12,086	£-1,864	£373	£154,123	£152,550	151.5	186	23
31/03/21		£13,763	£17,039	£-3,276	£1,541	£150,692	£149,159	105	278	272
31/03/20		£16,661	£17,141	£-480	£2,274	£140,146	£135,534	94.9	310	861
31/03/19		£27,726	£57,910	£-30,184	£2,613	£149,041	£144,005	29.8	680	625
31/03/18		£38,257	£57,078	£-18,821	£2,972	£176,203	£170,864	35.9	1,042	0
31/03/17		£37,289	£38,181	£-892	£2,996	£201,859	£196,432	61.7	1,048	0
31/03/16		£36,088	£37,972	£-1,884	£2,886	£188,743	£183,137	57.9	1,021	0
31/03/15		£47,329	£44,608	£2,721	£2,902	£192,739	£187,349	50.4	850	0
31/03/14		£65,353	£63,674	£1,679	£2,846	£185,979	£181,247	34.2	1,255	0
31/03/13		£67,032	£64,092	£2,940	£2,467	£165,838	£161,356	30.2	1,239	0
31/03/12		£66,458	£63,740	£2,718	£2,320	£160,184	£156,528	29.5	1,237	0
31/03/11		£64,949	£62,466	£2,483	£1,947	£158,916	£155,375	29.8	1,499	0
31/03/10		£63,415	£60,085	£3,330	£1,841	£154,200	£151,302	30.2	1,497	0
31/03/09		£62,318	£59,372	£2,946	£1,690	£143,854	£141,271	28.6	1,441	0
31/03/08		£62,631	£54,852	£7,779	£1,635	£123,112	£116,257	25.4	1,377	0
31/03/07		£56,197	£52,155	£4,042	£1,530	£117,209	£111,122	25.6	1,054	0
31/03/06		£53,063	£49,808	£3,255	£0	£0	£0	n/a	0	0
31/03/05	*	£50,354	£46,141	£4,213	£0	£0	£0	n/a	0	0
31/03/04		£45,058	£42,958	£2,100	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 10.3%
Fundraising Costs/Total Spending: 5.6%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 1%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 118.6 months
Net Current Assets/Spending: 4 months
Quick Ratio: 3.9

Asset Split ?

What it does

Disability
Education/Training
General Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

Who works here?

169 employees
24 volunteers

Who it helps

Elderly/Old People
People With Disabilities

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space
Provides services

Where it operates

Hertfordshire, Ireland, Kensington And Chelsea, Lancashire, Merton, Surrey, Sutton,

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
Community Foundation for Surrey - The Treehouse Project
£8,000	17/01/2019 11	A wheelchair accessible space in the hillside woodland surrounding the hospital for severely disabled patients to enjoy with their friends and family.
Masonic Trust - Hospice Grant
£3,004	19/10/2016	Core funding for hospices

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 75-85

SISTER ANNE KELLY Appointed: 2012, Occupation: Religious Sister

SISTER ANNETTE CLEMENCE Appointed: 2006, Occupation: Religious Sister, Other trusteeship: ST ELIZABETH'S CENTRE,

SISTER VERONICA HAGEN (Chair) Appointed: 2000, Occupation: Religious Sister, Other trusteeships: ST ELIZABETH'S CENTRE, ST RAPHAEL'S HOSPICE,

SISTER KATHLEEN O'REILLY Appointed: 2018, Occupation: Retired, Other trusteeship: ST RAPHAEL'S HOSPICE,

SISTER MARY CATHERINE MCGINN Appointed: 2012, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 16/03/1998, number: 1068661
Registered at Companies House on 15/01/1998, number: 03492921

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
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
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; AR05: 1 days late,

Main office

St. Josephs Convent
801 London Road
SUTTON
Surrey
SM3 9AT

Objectives

(1) THE ADVANCEMENT OF RELIGION BY ESTABLISHING AND MAINTAINING CONVENTS OR HOMES FOR THE RESIDENCE OF MEMBERS OF THE CONGREGATION OR FOR THE RESIDENCE, INSTRUCTION AND TRAINING OF THOSE INTENDING TO BECOME MEMBERS, CHURCHES AND CHAPELS FOR THE PURPOSES OF RELIGIOUS WORSHIP ACCORDING TO THE RITES AND CEREMONIES OF THE ROMAN CATHOLIC CHURCH (WHETHER OPEN TO THE PUBLIC OR NOT) AND RESIDENCES FOR CHAPLAINS IN CHARGE OF SUCH CHURCHES OR CHAPELS; (2) THE ADVANCEMENT OF EDUCATION BY ESTABLISHING AND MAINTAINING EDUCATIONAL INSTITUTIONS IN ACCORDANCE WITH CANON 803 OF THE CODE OF CANON LAW OR ANY SUBSEQUENT EQUIVALENT VERSION OF THAT CANON OF THE CODE; (3) THE RELIEF OF POVERTY AND SUFFERING BY ESTABLISHING AND MAINTAINING HOSPITALS, HOSPICES, NURSING HOMES AND RESIDENTIAL HOMES FOR THE SICK, ELDERLY OR NEEDY; (4) THE ADVANCEMENT OF RELIGION, THE ADVANCEMENT OF EDUCATION AND THE RELIEF OF POVERTY AND SUFFERING BY DIRECT ACTIVITY IN THE COMMUNITY AND ALL OTHER CHARITABLE MEANS INCLUDING GIVING ALMS TO THE NEEDY (5) SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources