Finance Score: -2

Governance Score: 8

Support Score: 3

Deficit latest year: -2

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 9

HUGH SEXEY'S HOSPITAL

The main objects of the Hospital are -The provision of housing accommodation in the almshouses known as Hugh Sexey's Hospital, Bruton, for elderly people (the 'residents') who are in need, hardship or distress - Such charitable purposes for the benefit of the residents as the Visitors (trustees) decide - Such other charitable purposes as the Visitors decide

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Income was significantly lower than spending in the latest year

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
31/10/22		£538	£713	£-175	£0	£19,919	£451	7.6	5
31/10/21		£563	£767	£-204	£0	£20,088	£536	8.4	5
31/10/20		£770	£1,624	£-854	£0	£16,916	£586	4.3	5
31/10/19		£593	£821	£-228	£71	£17,691	£524	7.7	5
31/10/18	*	£516	£548	£-32	£0	£16,790	£448	9.8	5
31/10/17		£441	£756	£-316	£0	£0	£0	n/a	0
31/10/16		£459	£550	£-91	£0	£0	£0	n/a	0
31/10/15		£444	£480	£-36	£0	£0	£0	n/a	0
31/10/14		£429	£407	£22	£0	£0	£0	n/a	0
31/10/13		£402	£421	£-19	£0	£0	£0	n/a	0
31/10/12		£417	£366	£51	£0	£0	£0	n/a	0
31/10/11		£454	£419	£35	£0	£0	£0	n/a	0
31/10/10		£455	£344	£111	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 133%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 7.6 months
Net Current Assets/Spending: 20 months
Quick Ratio: 2.6

Asset Split ?

Established: 15 years

https://www.sexeyshospital.org/

magister@hshbruton.co.uk

01749 814998

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Organisations
Provides services

Where it operates

Somerset,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies

Who works here?

5 employees

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 Sexey's Hospital
£50,000	05/12/2019	Construction of accessible communal living space for residents in sheltered living accommodation

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-75

EDWARD HOBHOUSE Appointed: 2011, Occupation: Commercial Director

JULIA DE SALIS Appointed: 2021

MARY-CLARE HELENE RODWELL Appointed: 2022, Occupation: Retired

MATTHEW PATRICK RAWLINGSON-PLANT Appointed: 2023, Occupation: Director Of Mill On The Brue And Longhouse Ltd

DR SUSANNA DAVIDSON Appointed: 2018, Occupation: Trustee

DAN LLOYD BRADSHAW Appointed: 2021, Occupation: Company Director, Other trusteeship: GALHAMPTON VILLAGE HALL AND PLAYING FIELD CIO,

EMILY FRANCES IRENE ASHLEY SHOWERING Appointed: 2020, Occupation: Fundraiser

IAN FRANKLAND HEPBURN Appointed: 2019, Occupation: Director

JAMES ANTHONY FOWELL BUXTON (Chair) Appointed: 2009, Occupation: Solicitor

JANET MONTGOMERY Appointed: 2022, Occupation: Retire, Other trusteeship: High Sheriff of Somerset Charitable Trust,

LUCINDA SUNNUCKS Appointed: 2013, Occupation: Director

RUPERT HAYDON WHITE Appointed: 2022, Occupation: Retired, Other trusteeships: PITCOMBE VILLAGE TRUST, SEXEY'S SCHOOL, BRUTON,

ROBERT EDWARD ROLLAND BOND Appointed: 2019, Occupation: Director, Other trusteeship: THE FRIENDS OF THE PARISH CHURCH OF ST LEONARD PITCOMBE,

ANN LESLIE LEE Appointed: 2018, Occupation: Director, Other trusteeship: THE SWAN THEATRE COMPANY,

Legal constitution

Charitable company registered in England & Wales on 25/06/2009, number: 1130351
Registered at Companies House on 15/05/2009, number: 06906918

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

13 returns made; AR18: 13 days late,

Main office

The Master's Office
Sexeys Hospital
BRUTON
Somerset
BA10 0AS

Objectives

1 THE PROVISION OF HOUSING ACCOMMODATION IN THE ALMSHOUSES KNOWN AS HUGH SEXEY'S HOSPITAL, BRUTON, FOR ELDERLY PEOPLE (THE 'RESIDENTS') WHO ARE IN NEED, HARDSHIP OR DISTRESS2 SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE VISITORS DECIDE (AND IN THIS MEMORANDUM THE TERM 'VISITOR' SHALL MEAN A TRUSTEE OF THE CHARITY3 SUCH OTHER CHARITABLE PURPOSES AS THE VISITORS DECIDE

Defined Area of Benefit:

HUGH SEXEY'S HOSPITAL, BRUTON

Data Sources