Finance Score: -3

Governance Score: 5

Support Score: 4

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

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

Grant maker support: +4

Overall GiG Score: 6

ST. JOHN'S HOSPICE NORTH LANCASHIRE AND SOUTH LAKES

The charity was established to: ~ provide, maintain, and operate a purpose built hospice ~ provide care for patients with life limiting conditions regardless of sex, race or creed ~ provide and develop a range of services to support this care.0001

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
There have been no 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 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 £15,064,221 available, equivalent to 28 months of spending and so may not be able to utilise additional funding
Fundraising costs are extremely high relative to funds raised

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	£6,652	£6,511	£141	£1,653	£15,104	£15,064	27.8	142	400
31/03/22	£8,226	£5,762	£2,464	£1,376	£15,245	£14,561	30.3	141	250
31/03/21	£6,905	£5,414	£1,491	£1,210	£12,839	£12,839	28.5	160	112
31/03/20	£6,026	£5,771	£255	£1,492	£10,708	£10,708	22.3	140	570
31/03/19	£5,600	£5,389	£211	£1,339	£10,675	£10,675	23.8	136	537
31/03/18	£5,595	£4,926	£669	£1,323	£10,269	£10,269	25	125	0
31/03/17	£6,011	£4,716	£1,295	£1,283	£9,579	£9,579	24.4	117	0
31/03/16	£4,877	£4,600	£277	£1,111	£7,905	£7,905	20.6	113	0
31/03/15	£9,798	£2,233	£7,565	£486	£7,691	£7,691	41.3	110	0

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Financial Ratios

Fundraising Costs/Relevant Income: 42.1%
Fundraising Costs/Total Spending: 25.7%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 2%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 27.8 months
Net Current Assets/Spending: 11 months
Quick Ratio: 15.7

Asset Split ?

Established: 10 years

www.sjhospice.org.uk

01524382538

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

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

Where it operates

Cumbria, Lancashire, North Yorkshire,

Who it helps

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

Who works here?

142 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

Cumbria Community Foundation	£80,000
Co-Operative Group	£10,132
Masonic Trust	£6,110

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Festival
£2,500	26/01/2023	To support adults with life-limiting conditions from North Lancashire, the South Lakes and parts of North Yorkshire receiving palliative care
Masonic Trust - MCF Hospice
£1,110	10/11/2021	Unrestricted funding for hospices
Co-Operative Group - Grant to St John's Hospice
£5,125	23/10/2021	We'd like to fund our Hospice at Home cars so our doctors and nurses can continue to travel and give care to those who need it in our community.
Cumbria Community Foundation - Donor directed COVID 19 - Hospice at Home Service
£50,000	20/01/2021	Donor directed COVID 19 - Hospice at Home Service
Co-Operative Group - Grant to St Johns Hospice
£5,006	24/10/2020	Provide care and support for patients and families with a life limiting illness.
Masonic Trust - MCF Matched Funding
£2,500	16/09/2020	Unrestricted matched funding in partnership with the local masonic province
Cumbria Community Foundation - Staff costs for home visits
£5,000	15/04/2020 3	Staff costs for home visits
Cumbria Community Foundation - Donor directed COVID 19 - Hospice at Home Service
£25,000	06/04/2020 5	Donor directed COVID 19 - Hospice at Home Service
National Lottery Community Fund - Children & Families Bereavement Support
£9,964	16/05/2019 12	The organisation will deliver whole family bereavement support sessions, with the aim of increasing access to bereavement support.
National Lottery Community Fund - Positive Living Groups - Kendal
£7,502	07/03/2018 12	The project will host accessible alternative and complementary therapy sessions for people who have chronic pain or life limiting conditions. This will help people who live in rural areas to access ....more The project will host accessible alternative and complementary therapy sessions for people who have chronic pain or life limiting conditions. This will help people who live in rural areas to access these therapies.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

ALISON BARGH Appointed: 2022

CAROLINE ANNE BOCKING REDHEAD Appointed: 2014

CHRISTINE MARY HEGINBOTHAM Appointed: 2014

DR JOHN YARNALL Appointed: 2021

DR NICK SAYER Appointed: 2021

EMMA BALES Appointed: 2019

FIONA INGLIS Appointed: 2015

HILARY SARAH FORDHAM Appointed: 2023

JOHN SHARPLES Appointed: 2015

MARK CULLINAN Appointed: 2014

RICHARD JOHN GASKELL Appointed: 2019

SUE SMITH Appointed: 2016

KAMAL ESSA Appointed: 2021, Other trusteeship: ESCAPE2MAKE,

Legal constitution

Charity registered in England & Wales on 13/05/2014, number: 1157030

Gift Aid

Registered with HMRC for Gift Aid

Event History

06/10/2014 - Asset transfer in from NORTH LANCASHIRE AND LAKELAND CONTINUING CARE TRUST
14/07/2023 - Asset transfer in from ROTARY CLUB OF AMBLESIDE TRUST FUND
22/09/2023 - Asset transfer in from MORECAMBE MENS COMMITTEE BENEVOLENT FUND

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
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

9 returns made; all on time

Recent reorganisation events:

Asset transfer in from ROTARY CLUB OF AMBLESIDE TRUST FUND on 14/07/2023
Asset transfer in from MORECAMBE MENS COMMITTEE BENEVOLENT FUND on 22/09/2023

Main office

ST JOHN'S HOSPICE
SLYNE ROAD
LANCASTER
LA2 6ST

Objectives

(A) THE RELIEF AND CARE OF PERSONS OF EITHER SEX (WITHOUT REGARD TO RACE OR CREED) WHO ARE SUFFERING FROM ANY CHRONIC OR TERMINAL ILLNESS OR FROM ANY DISABILITY OR DISEASE. (B) FOR SUCH OTHER CHARITABLE PURPOSES OR CHARITABLE OBJECTS ASSOCIATED WITH THE RESIDENTIAL ESTABLISHMENT AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION SEE FIT.

Data Sources