Finance Score: -1

Governance Score: -4

Support Score: 5

Reasonable growth: +1
Multiple Deficits: -2
No PartB

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

Grant maker support: +5

Overall GiG Score: 0

SHALOM HOUSE

Respite and palliative care centre

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board composition appears to be rather static and has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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
31/03/23	£211	£301	£-90	n/a	n/a	n/a	n/a	n/a	25
31/03/22	£227	£289	£-62	n/a	n/a	n/a	n/a	n/a	29
31/03/21	£245	£245	£-1	n/a	n/a	n/a	n/a	n/a	12
31/03/20	£203	£275	£-72	n/a	n/a	n/a	n/a	n/a	44
31/03/19?	£177	£159	£17	n/a	n/a	n/a	n/a	n/a	27
30/06/18	£202	£201	£1	£0	£0	£0	n/a	0	0
30/06/17	£191	£225	£-34	£0	£0	£0	n/a	0	0
30/06/16	£218	£216	£3	£0	£0	£0	n/a	0	0
30/06/15	£405	£201	£204	£0	£0	£0	n/a	0	0
30/06/14	£223	£255	£-31	£0	£0	£0	n/a	0	0
30/06/13	£204	£383	£-179	£0	£0	£0	n/a	0	0
30/06/12	£222	£224	£-2	£0	£0	£0	n/a	0	0
30/06/11	£203	£181	£21	£0	£0	£0	n/a	0	0
30/06/10	£231	£160	£71	£0	£0	£0	n/a	0	0
30/06/09	£298	£173	£125	£0	£0	£0	n/a	0	0
30/06/08	£140	£48	£92	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 17 years

www.shalomstdavids.org/

info@shalomstdavids.org

01437721344

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 services

Where it operates

Pembrokeshire,

Who it helps

Other Defined Groups

Who works here?

Unknown number of employees
25 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
National Lottery Community Fund - Rapid Access Counsellor Support
£35,700	12/07/2023	Shalom House in Pembrokeshire will use £35700 to provide rapid access counselling to support people within two weeks after diagnosis of a life-reducing illness. Bydd Shalom House yn Sir Benfro’n ....more Shalom House in Pembrokeshire will use £35700 to provide rapid access counselling to support people within two weeks after diagnosis of a life-reducing illness. Bydd Shalom House yn Sir Benfro’n defnyddio £35700 i ddarparu cwnsela mynediad cyflym i gefnogi pobl o fewn pythefnos yn dilyn diagnosis sy’n cyfyngu ar fywyd.
Masonic Trust - MCF Hospice
£1,000	10/11/2021	Unrestricted funding for hospices
National Lottery Community Fund - Shalom House Front Garden & Driveway Improvement
£5,835	30/03/2020 12	Shalom House Palliative Care Centre in Pembrokeshire will improve the driveway of their facility, to ensure wheelchair users and those with mobility issues can safely access the care that they need. ....more Shalom House Palliative Care Centre in Pembrokeshire will improve the driveway of their facility, to ensure wheelchair users and those with mobility issues can safely access the care that they need. £5,835 will fund materials, equipment, a tarmac contractor, and sessional workers.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 63-75

DR ROGER PAUL SCHOFIELD Appointed: 2019, Occupation: Doctor

ELEANOR THOMAS Appointed: 2015, Occupation: Retired

JOHN WILLIAM GEORGE PREECE (Chair) Appointed: 2018, Occupation: Trustee, Other trusteeship: THE ST DAVIDS PENKNIFE CLUB,

Legal constitution

Charitable company registered in England & Wales on 12/01/2007, number: 1117564
Registered at Companies House on 27/04/2005, number: 05437976

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Healthcare Inspectorate Wales (HIW)

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
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

16 returns made; all on time

Main office

113 Nun Street
St. Davids
HAVERFORDWEST
SA62 6BP

Objectives

I TO PROVIDE A UNIT FOR RESPITE AND PALLIATIVE CARE IN AN ENVIRONMENT OF TRANQUILLITY AND SUPPORT FOR THE INHABITANTS OF PEMBROKESHIRE.II THE RELIEF OF PHYSICAL, EMOTIONAL, SPIRITUAL AND PSYCHOLOGICAL SUFFERING OF THE PATIENT TOGETHER WITH THE PROVISION OF REST AND SUPPORT FOR THE PATIENT'S FAMILY.

Defined Area of Benefit:

PEMBROKESHIRE

Data Sources