Finance Score: 4

Governance Score: 3

Support Score: 6

Reasonable growth: +1
Fundraising costs low: +3

Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 13

ST LUKE'S OXFORD

Long term nursing care, palliative care, respite care and post-operative rehabilitation for sick, disabled and older persons regardless of their means.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of gender

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	£4,624	£4,282	£342	£13	£5,325	£5,210	14.6	89	5
31/03/22	£3,906	£3,729	£177	£10	£7,762	£7,706	24.8	90	5
31/03/21	£3,485	£3,742	£-257	£0	£7,585	£7,585	24.3	85	2
31/03/20	£3,253	£3,322	£-70	£34	£7,811	£7,719	27.9	89	4
31/03/19	£2,971	£2,775	£196	£38	£8,637	£7,989	34.5	84	0
31/03/18	£3,025	£2,669	£356	£30	£8,425	£7,968	35.8	78	0
31/03/17	£2,708	£2,796	£-88	£0	£6,815	£6,730	28.9	79	0
31/03/16	£2,591	£2,535	£56	£0	£6,730	£6,730	31.9	60	0
31/03/15	£2,402	£2,412	£-10	£4	£6,765	£6,765	33.7	58	0
31/03/14	£2,153	£1,913	£240	£4	£6,693	£6,693	42	55	0
31/03/13	£2,092	£2,161	£-69	£4	£6,389	£6,389	35.5	68	0
31/03/12	£2,125	£1,902	£222	£4	£6,458	£6,458	40.7	70	0
31/03/11	£1,901	£1,827	£73	£4	£5,300	£5,300	34.8	47	0
31/03/10	£1,893	£1,734	£159	£4	£5,227	£5,227	36.2	67	0
31/03/09	£1,971	£1,826	£145	£4	£5,068	£5,068	33.3	71	0
31/03/08	£2,065	£1,769	£296	£3	£4,923	£4,923	33.4	68	0
31/03/07	£2,065	£1,806	£259	£3	£3,251	£3,251	21.6	75	0
31/03/06	£2,021	£1,716	£305	£0	£0	£0	n/a	0	0
31/03/05	£1,907	£1,625	£282	£0	£0	£0	n/a	0	0
31/03/04	£1,889	£1,698	£191	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 38%
Liabilities/Income: 71%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 14.6 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.7

Asset Split ?

Established: 38 years

www.stlukeshosp.co.uk

admin@stlukeshosp.co.uk

01865228800

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Residential nursing care facilities

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Oxfordshire,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

89 employees
5 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.

Specific Donations

Amount	When Months	To be used for
Wolfson Foundation - Grant to St Luke's Oxford (t/a St Luke's Hospital)
£50,000	06/12/2023	Refurbishment of bedrooms at care home providing specialist nursing care
Wolfson Foundation - Grant to St Luke's Hospital Oxford
£75,000	14/06/2018	Extension to care home
Garfield Weston Foundation - Major Grants award
£100,000	29/01/2018	Development of a new floor for St Luke's Hospital
Dulverton Trust - Towards the Development of St Luke's Hospital
£5,000	08/08/2017	Towards the Development of St Luke's Hospital

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 60-81

DR HELEN VAN OSS Appointed: 2016

PETER BURGE Appointed: 2018, Occupation: Medical Doctor

TINA WELFORD Appointed: 2020, Occupation: Md And Independent Consultant

GRAHAM CANDY Appointed: 2014, Occupation: Chartered Surveyor

LUKE PONSONBY (Chair) Appointed: 2014, Occupation: Retired, Other trusteeships: ORMONDE FOUNDATION, THE CITY OF LONDON ENDOWMENT TRUST FOR ST PAUL'S CATHEDRAL, BOB CHAMPION CANCER TRUST,

LADY JULIET NORMAN Appointed: 2015, Occupation: Nutritionist

MARTIN WILKINSON Appointed: 2016, Occupation: Retired

RODNEY MANN Appointed: 2016, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 26/02/1986, number: 293522
Registered at Companies House on 14/02/1986, number: 01989868

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
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management 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

LATIMER ROAD
OXFORD
OX3 7PF

Objectives

THE OBJECTS FOR WHICH THE ASSOCIATION IS ESTABLISHED ARE THE RELIEF AND CARE OF THE ELDERLY, SICK, DISABLED AND POOR FROM ALL FAITHS AND THOSE OF NONE, INCLUDING, TO THE EXTENT THAT IT IS RELEVANT AND PRACTICAL TO DO SO, IN A MANNER AND ATMOSPHERE APPROPRIATE TO SUCH FAITH.IN PURSUIT OF THE ABOVE OBJECTS, THE ASSOCIATION SHALL:1. ASSIST IN THE TREATMENT AND CARE OF PERSONS SUFFERING FROM PHYSICAL ILLNESS OF ANY DESCRIPTION OR IN NEED OF REHABILITATION AS A RESULT OF SUCH ILLNESS, BY THE PROVISION OF LONG-TERM NURSING CARE, PALLIATIVE CARE, RESPITE CARE AND POST-OPERATIVE REHABILITATION FOR SICK, DISABLED AND ELDERLY PERSONS; 2. ENDEAVOUR TO PROMOTE THE DIGNITY AND QUALITY OF LIFE DUE TO EVERY INDIVIDUAL, SEEING EACH AS A WHOLE PERSON, AND AIMING TO GIVE ALL THOSE SUFFERING FROM PAIN AND DISABILITY THE OPPORTUNITY FOR GROWTH IN HAPPINESS AND SPIRITUAL DEVELOPMENT; AND3. OFFER SPIRITUAL SUPPORT FOR PATIENTS TO THE EXTENT THAT PATIENTS WISH TO SEEK SUCH CONSULTATION, THROUGH THE PROVISION OF VISITS FROM SUCH PEOPLE OF FAITH AS ARE APPROPRIATE, WHICH MAY INCLUDE SERVICES IN THE HOSPITAL CHAPEL.

Defined Area of Benefit:

OXFORD

Data Sources