Finance Score: 5

Governance Score: -1

Support Score: 0

Liabilities <10%: +3
Large legacies income: +1
Multiple Deficits: -2
Fundraising costs low: +3

Mainly male board: -1

No supporters identified

Overall GiG Score: 4

ST. JAMES'S PLACE CHARITABLE FOUNDATION

GRANTMAKER

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

On several occasions in recent years income has been less than spending

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
31/12/22	£11,227	£10,856	£372	£186	£6,483	£6,390	7.1	8	35
31/12/21	£8,574	£6,761	£1,813	£120	£6,111	£5,869	10.4	8	38
31/12/20	£9,541	£11,175	£-1,634	£116	£4,298	£4,119	4.4	11	34
31/12/19	£12,854	£14,689	£-1,835	£127	£5,932	£5,769	4.7	10	31
31/12/18	£10,801	£11,804	£-1,003	£0	£7,767	£7,653	7.8	9	41
31/12/17	£18,289	£11,851	£6,438	£0	£8,770	£8,686	8.8	9	0
31/12/16	£7,313	£8,161	£-848	£508	£2,332	£2,332	3.4	8	0
31/12/15	£7,847	£5,611	£2,236	£615	£3,180	£3,177	6.8	7	0
31/12/14	£6,805	£6,287	£517	£516	£944	£941	1.8	7	0
31/12/13	£5,379	£5,316	£62	£422	£427	£383	0.9	6	0
31/12/12	£5,938	£4,026	£1,912	£367	£365	£365	1.1	5	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.7%
Fundraising Costs/Total Spending: 1.7%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 6%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 7.1 months
Net Current Assets/Spending: 7 months
Quick Ratio: 2.8

Asset Split ?

Established: 13 years

www.sjpfoundation.co.uk

SJP.Foundation@sjp.co.uk

01285878037

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

8 employees
35 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 56-77

MARK THOMAS FITZPATRICK Appointed: 2024, Occupation: Director

MALCOLM COOPER-SMITH Appointed: 2011, Occupation: Company Director, Other trusteeships: FISH VOLUNTEER CENTRE, SHEDQUARTERS,

ROBERT MEDWYN EDWARDS Appointed: 2020, Occupation: Financial Adviser

SONIA GRAVESTOCK Appointed: 2018, Occupation: Company Director

ANDREW HUMPHRIES Appointed: 2020, Occupation: Private Client Director, Other trusteeship: LONGFIELD HOSPICE CARE,

Legal constitution

Charitable company registered in England & Wales on 09/11/2011, number: 1144606
Registered at Companies House on 21/10/2011, number: 07819270

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Volunteer management

Filing Record

11 returns made; all on time

Main office

ST. JAMES'S PLACE HOUSE
1 TETBURY ROAD
CIRENCESTER
Gloucestershire
GL7 1FP

Objectives

THE CHARITY'S OBJECTS ARE SPECIFICALLY RESTRICTED TO THE PROMOTION OF SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS THE TRUSTEES SHALL THINK FIT, INCLUDING, BUT NOT LIMITED TO, THE RELIEF OF POVERTY, THE ADVANCEMENT OF EDUCATION, THE ADVANCEMENT OF HEALTH, THE ADVANCEMENT OF CITIZENSHIP AND COMMUNITY DEVELOPMENT, THE ADVANCEMENT OF ARTS, CULTURE, HERITAGE OR SCIENCE, THE ADVANCEMENT OF AMATEUR SPORT, THE ADVANCEMENT OF HUMAN RIGHTS, THE ADVANCEMENT OF EQUALITY AND DIVERSITY, THE RELIEF OF THOSE IN NEED BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY OR OTHER DISADVANTAGE AND THE ADVANCMENT OF ANIMAL WELFARE, AND SUCH OTHER PURPOSES RECOGNISED FROM TIME TO TIME BY LAW AS CHARITABLE.

Defined Area of Benefit:

THROUGHOUT ENGLAND AND WALES

Data Sources