Finance Score: 0

Governance Score: 1

Support Score: 4

Liabilities <10%: +3
Fundraising costs high: -3

Narrow trustee age band: -2
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 5

ST JOSEPH'S HOSPICE ASSOCIATION

Runs a hospice in Thornton near Liverpool to care for terminally-ill people and raises money to support and sustain it.

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 material 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

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

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		£3,906	£3,545	£361	£889	£3,777	£3,767	12.8	99	150
31/03/22		£3,445	£3,299	£146	£872	£3,416	£3,408	12.4	101	150
31/03/21		£3,374	£3,018	£356	£748	£3,270	£3,266	13	98	200
31/03/20	*	£2,961	£3,227	£-266	£1,027	£2,914	£2,912	10.8	99	200
31/03/19		£2,987	£2,747	£240	£796	£3,180	£840	3.7	94	150
31/03/18		£2,857	£2,967	£-110	£762	£2,940	£2,932	11.9	105	0
31/03/17		£3,377	£3,398	£-21	£754	£3,050	£3,042	10.7	119	0
31/03/16	*	£3,089	£3,302	£-213	£745	£3,070	£3,070	11.2	119	0
31/03/15		£3,125	£3,066	£59	£745	£3,284	£3,257	12.7	85	0
31/03/14		£3,304	£2,992	£312	£757	£3,225	£3,190	12.8	75	0
31/03/13		£3,421	£2,855	£566	£729	£2,909	£2,833	11.9	88	0
31/03/12		£2,554	£2,753	£-199	£640	£2,343	£2,247	9.8	78	0
31/03/11		£3,360	£2,656	£703	£617	£2,543	£2,424	10.9	100	0
31/03/10		£2,547	£2,577	£-30	£506	£1,840	£1,819	8.5	72	0
31/03/09		£2,970	£2,320	£650	£339	£1,851	£1,770	9.2	65	0
31/03/08		£2,506	£2,655	£-148	£309	£1,202	£862	3.9	94	0
31/03/07		£2,732	£2,715	£17	£305	£1,350	£1,349	6	94	0
31/03/06		£3,338	£2,489	£849	£0	£0	£0	n/a	0	0
31/03/05	*	£2,741	£2,327	£414	£0	£0	£0	n/a	0	0
31/03/04	*	£2,141	£2,218	£-77	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 32.1%
Fundraising Costs/Total Spending: 25.1%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 6%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 12.8 months
Net Current Assets/Spending: 5 months
Quick Ratio: 6.1

Asset Split ?

Established: 22 years

www.stjhospice.org.uk

enquiries@stjhospice.org.uk

01519243812

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

Provides services

Where it operates

Knowsley, Lancashire, Liverpool City, Sefton,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

99 employees
150 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

Department for Work and Pensions	£75,087
National Lottery Community Fund	£19,100
Masonic Trust	£1,860

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Hospice Wildlife Project
£9,900	18/11/2022	The funding will be used to purchase wildlife cameras and smart TVs to provide footage of wildlife in woodland surrounding a hospice.The project aims to enrich patient and families’ lives with the ....more The funding will be used to purchase wildlife cameras and smart TVs to provide footage of wildlife in woodland surrounding a hospice.The project aims to enrich patient and families’ lives with the capability of online streaming via social media to the wider community.
Masonic Trust - MCF Hospice
£1,860	10/11/2021	Unrestricted funding for hospices
National Lottery Community Fund - Virtual Reality for Wellbeing
£9,200	30/09/2021	The funding will be used to provide virtual reality equipment to a hospice. The project aims to improve the quality of life for patients through life enriching activities and reduce the anxiety of ....more The funding will be used to provide virtual reality equipment to a hospice. The project aims to improve the quality of life for patients through life enriching activities and reduce the anxiety of staff and families with meditation and relaxation.
Department for Work and Pensions - ST JOSEPHÏ¿½S HOSPICE
£75,087	01/04/2021	The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.
National Lottery Community Fund - Feasibility Study: A Wellbeing and Holistic Therapy Centre and Service
£10,000	14/06/2018 12	This project is to draw up plans, designs and costs to determine the amount of work needed to transform an empty building into a community café and to create a new therapy centre.
Masonic Trust - Hospice Grant
£2,610	18/10/2017	Core funding for hospices
Masonic Trust - Hospice Grant
£4,151	19/10/2016	Core funding for hospices
Henry Smith Charity - Grant to St Joseph's Hospice Association
£50,000	05/12/2013	towards the refurbishment of a hospice in Merseyside

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 61-77

DR JUDITH ANNE WELCH Appointed: 2013, Occupation: Retired

KEVIN GUY Appointed: 2020, Occupation: Accountant

LYDIA MOORE Appointed: 2019, Occupation: Retired

PETER MORGAN Appointed: 2016, Occupation: Retired

YVONNE ELIZABETH ATKINSON Appointed: 2011, Occupation: Retired

DAVID BRICKNELL Appointed: 2011, Occupation: Solicitor, Other trusteeships: THE RAINFORD TRUST, THE WORLD OF GLASS (ST HELENS) LIMITED, THE PILKINGTON GLASS COLLECTION TRUSTEE COMPANY LIMITED,

JANE DALY Appointed: 2009, Occupation: Retired Editor, Other trusteeship: CROSBY HALL EDUCATIONAL TRUST,

Legal constitution

Charitable company registered in England & Wales on 18/01/2002, number: 1090151
Registered at Companies House on 09/08/2001, number: 04267625

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
Investing charity funds policy and procedures
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; AR20: 4 days late, AR16: 29 days late, AR05: 15 days late, AR04: 1 days late,

Main office

St Joseph's Hospice
Ince Road
Thornton
Merseyside
L23 4UE

Objectives

A) THE RELIEF OF THE TERMINALLY SICK, BY THE ERECTION AND MAINTENANCE OF HOSPICES TO ST JOSEPH;B) THE RELIEF OF THE POOR WHO CANNOT AFFORD HOSPITAL TREATMENT, AND THOSE TO WHOM HOSPITAL TREATMENT IS NOT AVAILABLE;C) THE ADVANCEMENT OF THE CHRISTIAN RELIGION BY THE PROVISION OF PLACES TO STUDY, TEACHING, SOLACE AND SPIRITUAL GUIDANCE.

Defined Area of Benefit:

NOT DEFINED

Data Sources