Finance Score: 1

Governance Score: 5

Support Score: 6

Liabilities <10%: +3
Excess reserves: -5
Large legacies income: +1
Reasonable growth: +1
Multiple Deficits: -2
Fundraising costs low: +3

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

Overall weighted support: +6

Overall GiG Score: 12

ROYAL STAR & GARTER

Provide residential nursing care and therapy services to disabled ex-Service men and women and their partners or spouses

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
There has been reasonable growth in spending over the last 3 years relative to the previous period
Fundraising costs are low relative to funds raised
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:

Why are there 16 trustees whereas the Charities Commission recommends a maximum of 12?

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £145,641,000 available, equivalent to 62 months of spending and so may not be able to utilise additional funding
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23	£23,695	£28,233	£-4,538	£1,023	£146,316	£145,641	61.9	358	34
31/12/22	£22,492	£24,679	£-2,187	£1,021	£147,663	£146,949	71.5	359	21
31/12/21	£22,328	£23,263	£-935	£1,019	£159,542	£158,771	81.9	379	10
31/12/20	£19,232	£23,542	£-4,310	£1,129	£154,489	£153,821	78.4	367	70
31/12/19	£18,028	£20,480	£-2,452	£1,156	£152,466	£152,364	89.3	321	70
31/12/18	£17,316	£16,185	£1,131	£1,464	£144,990	£144,419	107.1	258	0
31/12/17	£18,095	£14,175	£3,920	£1,401	£150,228	£149,215	126.3	255	0
31/12/16	£15,870	£13,156	£2,714	£1,747	£141,601	£141,550	129.1	245	0
31/12/15	£20,928	£12,761	£8,167	£1,772	£134,921	£134,873	126.8	228	0
31/12/14	£67,642	£12,806	£54,836	£1,604	£126,652	£126,604	118.6	225	0
31/12/13	£15,972	£12,824	£3,148	£1,367	£70,904	£70,859	66.3	223	0
31/12/12	£17,764	£11,927	£5,837	£1,330	£67,123	£67,078	67.5	231	0
31/12/11	£17,191	£11,437	£5,754	£1,185	£60,436	£60,393	63.4	230	0
31/12/10	£13,056	£11,156	£1,900	£1,146	£55,823	£55,779	60	224	0
31/12/09	£13,334	£10,251	£3,083	£1,246	£52,954	£52,781	61.8	208	0
31/12/08	£18,301	£8,779	£9,522	£1,418	£49,799	£49,457	67.6	176	0
31/12/07	£17,915	£8,293	£9,622	£1,596	£41,277	£40,837	59.1	164	0
31/12/06	£12,133	£8,344	£3,788	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£13,112	£9,675	£3,437	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£11,316	£10,502	£814	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 6.9%
Fundraising Costs/Total Spending: 5.2%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 1%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 61.9 months
Net Current Assets/Spending: 2 months
Quick Ratio: 2.5

Asset Split ?

Balance Sheet History

Established: 62 years

www.starandgarter.org

charitysecretary@starandgarter.org

02084817676

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Armed Forces/Emergency Service Efficiency
Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Residential nursing care facilities

How it operates

Provides services
Sponsors or undertakes research

Where it operates

Buckinghamshire, Kingston Upon Thames, Richmond Upon Thames, Solihull,

Who it helps

Elderly/Old People
People With Disabilities

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.

Major supporters in last 5 years

Armed Forces Covenant Fund Trust	£60,000
Ministry of Defence	£33,333
Essex Community Foundation	£2,000

Specific Donations

Amount	When Months	To be used for
Essex Community Foundation - Royal Star & Garter Homes
£1,000	18/04/2023	towards providing care for military families in specially adapted homes.
Ministry of Defence - Covenant Fund
£33,333	14/10/2022	"The Armed Forces Covenant aims to: 1) the Armed Forces Covenant defines the enduring, general principles that should govern the relationship between the Nation, the Government and the Armed Forces community. 2) It aims to encourage all parties ....more "The Armed Forces Covenant aims to: 1) the Armed Forces Covenant defines the enduring, general principles that should govern the relationship between the Nation, the Government and the Armed Forces community. 2) It aims to encourage all parties within a community to offer support to the local Armed Forces community and make it easier for Service personnel, families and veterans to access the help and support available from the MOD, from statutory providers and from the Charitable and Voluntary Sector. These organisations already work together in partnership at local level. 3) the scheme is intended to be a two-way arrangement and the Armed Forces community are encouraged to do as much as they can to support their community and promote activity which integrates the Service community into civilian life. "
Essex Community Foundation - Royal Star & Garter Homes
£1,000	31/01/2022	towards providing care for military families in specially adapted homes.
Armed Forces Covenant Fund Trust - COVID IMPACT FUND
£60,000	25/06/2020	Funding allowed the group to continue supporting veterans with specialist nursing and dementia support in their three homes through the pandemic.
Garfield Weston Foundation - Main Grants award
£40,000	25/04/2018	Bedroom furniture, fixtures & fittings for a new Care Home for ex-Servicemen and women in High Wycombe, Buckinghamshire
Ministry of Defence - Financial Assistance/Support
£369,000	01/04/2017	Banking fines - Treasury to direct to various Armed Forces causes.
National Lottery Heritage Fund - Grant to The Royal Star & Garter Homes
£10,000	03/02/2016	The Royal Star & Garter Homes Centenary Project

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Based on 14/16 persons

ALISON MCCOURT Appointed: 2017

ASOKA PANDUKA KARANDAWALA Appointed: 2023

CHRISTOPHER MICHAEL SEXTON Appointed: 2023, Occupation: Engineer

DR CAROLYN JANE EASTWOOD Appointed: 2019

DR DAVID RICHARD STAPLES Appointed: 2019

EDWARD DAVID JOHN GOODCHILD Appointed: 2018

FRANCOISE BATHEWS Appointed: 2023

JULIE THAIN-SMITH Appointed: 2015

LUKE JOHN HOUGHTON Appointed: 2024

MARK WILLS Appointed: 2014

MAJOR GENERAL TIMOTHY NICHOLAS TYLER (Chair) Appointed: 2014

MARIA BYFORD Appointed: 2018

SAPAND MAINI-THOMPSON Appointed: 2023

SARAH MICHELLE WARDEN Appointed: 2023

STEPHEN CROOKBAIN Appointed: 2023

WILLIAM ANDREW REID Appointed: 2017

Legal constitution

Charity registered in England & Wales on 22/09/1962, number: 210119
Registered at Companies House on 01/01/1970, number: RC000713

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: BRITISH RED CROSS (WHITAKER ENDOWMENT)
Linked charity: CENTRAL REGIMENTAL INSTITUTES FUND ICW THE STAR AND GARTER HOME
22/07/2020 - Asset transfer in from THE JUNE STEVENS FOUNDATION
17/12/2020 - Asset transfer in from MISS M L WATTS CHARITABLE SETTLEMENT OTHERWISE KNOWN AS THE SETTLEMENT DATED 31ST MARCH 1966

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

Recent reorganisation events:

Asset transfer in from THE JUNE STEVENS FOUNDATION on 22/07/2020
Asset transfer in from MISS M L WATTS CHARITABLE SETTLEMENT OTHERWISE KNOWN AS THE SETTLEMENT DATED 31ST MARCH 1966 on 17/12/2020

Main office

15 Castle Mews
Hampton
TW12 2NP

Objectives

THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED AND INCORPORATED ARE TO PROVIDE AND MAINTAIN (EITHER ALONE OR IN CO-OPERATION OR PARTNERSHIP OR OTHER LAWFUL RELATIONSHIP WITH OTHER CHARITIES, PERSONS, CORPORATE BODIES, LOCAL AUTHORITIES AND GOVERNMENT AGENCIES) HOSPITALS, HOMES AND OTHER ACCOMMODATION AND FACILITIES IN SUPPORT OF DOMICILIARY CARE, HOME HELP AND DAY CARE FOR DISABLED OR OTHERWISE INCAPACITATED MEMBERS OF OUR FORCES AND FOR DISABLED OR OTHERWISE INCAPACITATED PARTNERS; TO PROVIDE FINANCIAL AND OTHER HELP FOR THEM AND TO HELP AND ADVISE SUCH PERSONS AND THEIR CARERS; TO ADVANCE RESEARCH AND KNOWLEDGE INTO THE NEEDS OF SUCH PERSONS AND TO DISSEMINATE THE USEFUL RESULTS OF SUCH RESEARCH AND KNOWLEDGE; AND TO DO ALL SUCH LAWFUL THINGS AS MAY FROM TIME TO TIME BE CONDUCIVE OR INCIDENTAL TO THE PURPOSES AFORESAID.

Defined Area of Benefit:

NATIONAL

Data Sources

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