Finance Score: -5

Governance Score: 8

Support Score: 6

Fundraising costs high: -5

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

Grant maker support: +6

Overall GiG Score: 9

ST LUKE'S HOSPICE

St Luke's exists to give free, expert care to local people aged 18 and over who have active, progressive and advanced life-threatening illness - with extended support to families and carers.

Analysis by Giving is Great

Positives:

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 age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 15 trustees whereas the Charities Commission recommends a maximum of 12

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	£11,537	£12,386	£-849	£3,663	£13,861	£13,861	13.4	253	595
31/03/22	£13,695	£10,093	£3,601	£3,009	£15,129	£15,129	18	240	533
31/03/21	£12,764	£9,775	£2,989	£2,456	£11,509	£11,509	14.1	238	571
31/03/20	£10,535	£9,967	£568	£2,879	£8,955	£8,955	10.8	249	744
31/03/19	£10,765	£10,039	£726	£2,826	£8,746	£8,746	10.5	246	744
31/03/18	£10,054	£9,733	£321	£0	£0	£0	n/a	0	0
31/03/17	£9,854	£9,722	£131	£2,795	£14,105	£10,922	13.5	236	0
31/03/16	£8,905	£8,683	£222	£2,591	£13,429	£10,196	14.1	219	0
31/03/15	£8,906	£8,208	£698	£2,389	£13,323	£10,059	14.7	168	0
31/03/14	£9,682	£7,429	£2,253	£2,107	£12,503	£9,344	15.1	165	0
31/03/13	£10,602	£7,546	£3,056	£1,996	£10,187	£8,651	13.8	165	0
31/03/12	£6,872	£6,364	£508	£1,660	£7,132	£7,132	13.4	212	0
31/03/11	£6,332	£6,769	£-437	£1,394	£6,657	£6,657	11.8	242	0
31/03/10	£6,713	£7,249	£-536	£1,393	£7,029	£6,902	11.4	268	0
31/03/09	£6,525	£6,871	£-346	£1,373	£7,459	£7,330	12.8	264	0
31/03/08	£7,626	£6,936	£690	£1,286	£7,851	£7,691	13.3	260	0
31/03/07	£5,738	£5,474	£264	£890	£7,236	£7,074	15.5	249	0
31/03/06	£5,534	£5,430	£104	£0	£0	£0	n/a	0	0
31/03/05	£5,740	£5,286	£454	£0	£0	£0	n/a	0	0
31/03/04	£5,515	£4,987	£528	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 64.2%
Fundraising Costs/Total Spending: 29.8%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 19%
Liabilities/Income: 29%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 13.4 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1

Asset Split ?

Established: 56 years

www.stlukeshospice.org.uk

info@hospicesheffield.co.uk

01142369911

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Sheffield City,

Who it helps

Elderly/Old People
Other Defined Groups
The General Public/Mankind

Who works here?

253 employees
595 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

Wolfson Foundation	£43,400
Sir Jules Thorn Charitable Trust	£5,000
Masonic Trust	£1,940

Specific Donations

Amount	When Months	To be used for
Wolfson Foundation - Grant to St Luke's Hospice
£43,400	09/12/2021	Installation of technology to increase mobile phone signal. Grant awarded through 'rapid route' in response to Covid-19 pandemic.
Masonic Trust - MCF Hospice
£1,940	10/11/2021	Unrestricted funding for hospices
Sir Jules Thorn Charitable Trust - St Luke's Hospice - 04/05/21
£5,000	14/06/2021	Core Funding
Masonic Trust - Hospice Grant
£2,800	18/10/2017	Core funding for hospices
Masonic Trust - Hospice Grant
£3,863	19/10/2016	Core funding for hospices
Henry Smith Charity - Grant to St Lukes Hospice
£75,000	05/12/2013	towards the refurbishment costs of an in-patient unit at a hospice in Sheffield

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Based on 14/15 persons

Age Range of Trustees: 41-67

DR SUVIRA MADAN Appointed: 2022, Occupation: Consultant Geriatrician

ADRIAN BELTON (Chair) Appointed: 2023, Occupation: Company Director

ANGUS JAMES ANDERSON RIDGE Appointed: 2021, Occupation: Civil Engineer

DR MARK DURLING Appointed: 2021, Occupation: Retired Gp Partner

NICOLA JAMES Appointed: 2022, Occupation: Retired

PROFESSOR JON WADSLEY Appointed: 2022, Occupation: Consultant Clinical Oncologist

SHELLEY DAWN GARLINGTON Appointed: 2021, Occupation: Business Development Director

STEVEN DAVID NED Appointed: 2021, Occupation: Director Of Workforce - Nhs

DR DIANA GREENFIELD Appointed: 2016, Occupation: Consultant Nurse

DR KATHRYN ELIZABETH PLATTS Appointed: 2023, Occupation: Accountant, Other trusteeship: PARKINSON'S DISEASE SOCIETY OF THE UNITED KINGDOM,

DR LUCY CORMACK Appointed: 2019, Occupation: Gp

LOUISA HARRISON-WALKER Appointed: 2019, Occupation: Managing Director

LOUISE EDWARDS-HOLLAND Appointed: 2019, Occupation: Director Of Hr And Organisational Development

MARTIN JAMES CLAUDE MCKERVEY Appointed: 2019, Occupation: Company Director

AMY LOUISE STANBRIDGE Appointed: 2019, Occupation: Head Of Legal And Company Secretary, Other trusteeship: APPLETREE CHILDCARE (SHEFFIELD) LTD,

Legal constitution

Charitable company registered in England & Wales on 24/11/1967, number: 254402
Registered at Companies House on 15/11/1967, number: 00922448

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
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

Recent reorganisation events:

Asset transfer in from THE GRAVEL ROAD TRUST on 04/11/2022

Main office

ST. LUKES HOSPICE
LITTLE COMMON LANE
SHEFFIELD
S11 9NE

Objectives

THE COMPANY'S OBJECTS ARE TO RELIEVE SICKNESS AND ASSIST IN THE TREATMENT AND CARE OF PERSONS SUFFERING FROM MENTAL OR PHYSICAL ILLNESS OF ANY DESCRIPTION AND IN PARTICULAR:- A ) BY PROVIDING AN ESTABLISHMENT OR ESTABLISHMENTS FOR SICK PERSONS WHERE THEY CAN BE GIVEN THE ACCOMMODATION, ATTENDANCE, MEDICAL CARE AND TREATMENT AND NURSING WHICH BY REASONS OF THEIR SICKNESS THEY REQUIRE; B) BY CONDUCTING, EXPLORING OR ENCOURAGING RESEARCH AND THE EVALUATION OF IMPROVEMENTS IN THE CARE OF THE TERMINALLY ILL PERSON AND THAT PERSON'S CARERS AND RELATIVES AND TO DISSEMINATE THE USEFUL RESULTS OF SUCH RESEARCH; C) BY PROVIDING PALLIATIVE CARE IN THE COMMUNITY AND BY PROVIDING SUPPORT FOR THE CARERS AND RELATIVES OF TERMINALLY ILL PERSONS.

Defined Area of Benefit:

NATIONAL

Data Sources