Finance Score: -2

Governance Score: 0

Support Score: 0

Deficit latest year: -2

No supporters identified

Overall GiG Score: -2

ST. JOHN'S FOUNDATION EST. 1174

The provision of almshouse accommodation for people resident in Bath and the surrounding area who are over 65 years of age and who are in financial need as well as providing grants and financial support to individuals and organisations within the Bath area for those in need.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

Income was lower than spending in the latest year

Established: 39 years

www.stjohnsbath.org.uk

david.hobdey@stjohnsbath.org.uk

01225486400

Charity Commission for England and Wales

Tweets

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
31/12/22	£5,345	£6,489	£-1,144	£0	£112,405	£2,570	4.8	41	3
31/12/21	£5,338	£6,384	£-1,046	£0	£126,511	£3,636	6.8	48	2
31/12/20	£5,196	£5,744	£-548	£0	£120,962	£5,586	11.7	55	3
31/12/19	£5,880	£6,457	£-577	£0	£131,673	£5,416	10.1	59	7
31/12/18	£6,121	£6,506	£-385	£0	£137,123	£17,426	32.1	58	7
31/12/17	£5,641	£5,460	£181	£1,203	£138,812	£17,368	38.2	58	0
31/12/16	£5,495	£8,693	£-3,198	£0	£130,849	£16,325	22.5	57	0
31/12/15	£5,151	£4,585	£566	£78	£122,391	£19,909	52.1	59	0
31/12/14	£5,583	£4,460	£1,123	£78	£112,387	£19,398	52.2	57	0
31/12/13	£5,147	£4,210	£937	£113	£104,975	£18,546	52.9	58	0
31/12/12	£5,246	£4,309	£937	£90	£98,643	£18,186	50.6	61	0
31/12/11	£5,390	£4,111	£1,279	£140	£98,513	£18,473	53.9	62	0
31/12/10	£5,231	£4,063	£1,168	£143	£93,116	£17,765	52.5	64	0
31/12/09	£4,901	£3,663	£1,238	£74	£80,208	£14,620	47.9	60	0
31/12/08	£4,354	£4,826	£-472	£130	£74,177	£13,382	33.3	64	0
31/12/07	£4,170	£4,156	£14	£95	£86,466	£13,854	40	61	0
31/12/06	£3,970	£4,105	£-135	£0	£0	£0	n/a	0	0
31/12/05	£4,200	£3,667	£533	£0	£0	£0	n/a	0	0
31/12/04	£3,803	£2,796	£1,007	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 10%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 6%
Liabilities/Income: 140%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 4.8 months
Net Current Assets/Spending: -8 months
Quick Ratio: 0

Asset Split ?

Listed activities

Accommodation/Housing
Economic/Community Development/Employment
The Prevention Or Relief Of Poverty

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides other finance
Provides services

Where it operates

Bath And North East Somerset,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

41 employees
3 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
Dunhill Medical Trust - Refurbishment of Rosenberg House
£100,000	10/03/2014	Building grant: Refurbishment of Rosenberg House

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

St John's Hospital Trustee Limited

Legal constitution

Charity registered in England & Wales on 31/10/1984, number: 201476
Registered at Companies House on 22/08/2012, number: 08188066

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: HARRIETT FANNY DECK NURNBERG
Linked charity: THE RICHARD BOWSHER CHARITY
25/09/2012 - Asset transfer in from MAGDALEN EDUCATIONAL FOUNDATION
25/09/2012 - Asset transfer in from BATH DISPENSARY CHARITY
25/09/2012 - Asset transfer in from THE SUTCLIFFE TRUST
25/09/2012 - Asset transfer in from MAGDALEN CHAPEL FOUNDATION
11/06/2019 - Asset transfer in from ROXBOROUGH ANNUITIES
Linked charity: THE SUTCLIFFE TRUST
Linked charity: THE SUTCLIFFE TRUST
Linked charity: BATH DISPENSARY CHARITY
Linked charity: BATH DISPENSARY CHARITY
Linked charity: MAGDALEN EDUCATIONAL FOUNDATION
Linked charity: MAGDALEN EDUCATIONAL FOUNDATION
Linked charity: MAGDALEN CHAPEL FOUNDATION
Linked charity: MAGDALEN CHAPEL FOUNDATION

Policies in force

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

Filing Record

19 returns made; all on time

Recent reorganisation events:

Asset transfer in from ROXBOROUGH ANNUITIES on 11/06/2019

Main office

St. Johns Foundation Est 1174
4-5 Chapel Court
Bath
BA1 1SQ

Objectives

1. THE PROVISION OF ALMSHOUSES FOR PERSONS RESIDENT IN THE CITY OF BATH OR THE SURROUNDING AREA WHO ARE AGED 65 YEARS AND OVER AND WHO ARE IN NEED BY REASON OF FINANCIAL HARDSHIP; AND 2. THE RELIEF OF PERSONS RESIDENT IN THE CITY OF BATH OR THE SURROUNDING AREA WHO ARE IN NEED BY REASON OF AGE, ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE.

Defined Area of Benefit:

BATH AND THE SURROUNDING AREA

Data Sources