Finance Score: -1

Governance Score: 8

Support Score: 5

Liabilities <10%: +3
Excess liquidity: -1
Positive trading contribution: +2;Fundraising costs high: -5

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

Overall weighted support: +5

Overall GiG Score: 12

ST PETER'S HOSPICE

St Peter's Hospice is Bristol's only adult hospice caring for local people with life-limiting illnesses. Our commitment is to improve the quality of life of patients while extending care and support to their families and loved ones.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
More than half of total income was derived from trading and fees in the latest year
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:

Why are there 13 trustees whereas the Charities Commission recommends a maximum of 12?
Over half the Board have joined recently

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£18,255	£17,908	£347	£7,965	£37,483	£24,127	16.2	459	1,250
31/03/22		£17,099	£15,602	£1,497	£6,875	£37,826	£24,251	18.7	438	1,500
31/03/21		£15,243	£14,594	£649	£6,208	£33,497	£21,482	17.7	444	1,500
31/03/20		£16,687	£16,145	£542	£6,870	£28,958	£19,589	14.6	473	1,500
31/03/19		£16,340	£15,969	£371	£7,239	£29,375	£19,541	14.7	444	1,500
31/03/18		£17,658	£14,909	£2,749	£7,015	£28,105	£18,788	15.1	432	0
31/03/17		£15,736	£14,641	£1,095	£6,581	£25,189	£15,904	13	419	0
31/03/16		£13,293	£13,233	£60	£6,035	£21,786	£13,258	12	387	0
31/03/15		£12,967	£12,709	£258	£5,785	£21,731	£13,004	12.3	298	0
31/03/14		£13,645	£12,105	£1,540	£5,671	£20,193	£11,998	11.9	297	0
31/03/13		£11,942	£11,834	£108	£5,453	£13,696	£10,452	10.6	283	0
31/03/12		£11,794	£11,801	£-7	£5,577	£12,879	£9,781	9.9	282	0
31/03/11		£11,726	£11,217	£509	£5,169	£12,822	£9,777	10.5	273	0
31/03/10		£11,293	£11,667	£-374	£5,150	£11,643	£9,027	9.3	263	0
31/03/09		£10,821	£10,696	£125	£4,806	£10,819	£8,481	9.5	266	0
31/03/08		£10,997	£9,974	£1,023	£4,562	£11,798	£9,613	11.6	274	0
31/03/07		£9,751	£9,447	£304	£4,303	£11,048	£7,525	9.6	267	0
31/03/06		£9,485	£8,948	£537	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£8,476	£8,211	£265	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£8,274	£7,511	£763	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 98.4%
Fundraising Costs/Total Spending: 45.6%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 3%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 64%
Reserves/Spending: 16.2 months
Net Current Assets/Spending: 6 months
Quick Ratio: 1.7

Asset Split ?

Balance Sheet History

Established: 50 years

www.stpetershospice.org

mail@stpetershospice.org

01179159400

Charity Commission for England and Wales

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice & bereavement 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

Bristol City, North Somerset, South Gloucestershire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Masonic Trust	£30,405
Tudor Trust	£10,000
Quartet Community Foundation	£2,000

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to St Peter's Hospice
£500	18/11/2022	As requested by the donor towards the work of St Peter's Hospice in Bristol. St Peter's Hospice provides specialist palliative care to adults with life-limiting illnesses, including support to their relatives, friends and professional carers in the ....more As requested by the donor towards the work of St Peter's Hospice in Bristol. St Peter's Hospice provides specialist palliative care to adults with life-limiting illnesses, including support to their relatives, friends and professional carers in the Bristol, South Gloucestershire and North Somerset area.
Quartet Community Foundation - Grant to St Peter's Hospice
£1,500	27/01/2022	As directed by the donor towards the work of the organisation.
Masonic Trust - MCF Hospice
£1,705	10/11/2021	Unrestricted funding for hospices
Masonic Trust - MCF Hospice UK Partnership
£28,700	06/03/2020	To improve the access and equality to St Peter’s Hospice services for people experiencing street homelessness and living in hostels
Tudor Trust - Grant to St Peter's Hospice
£10,000	28/02/2020 12	as a combined staff grant, providing unrestricted funding for this hospice in Bristol, in memory of Hannah King
Quartet Community Foundation - Grant to St Peter's Hospice
£5,000	25/05/2018	As directed by the donor towards their capital appeal.
National Lottery Community Fund - Improving Access to services for patients supporting hearing loss
£9,593	07/03/2018 12	The funding will be used to run workshops to address communication barriers between hospice staff and people who are deaf or living with hearing issues. The project aims to bring people together and create stronger community relationships.
Garfield Weston Foundation - Major Grants award
£100,000	29/01/2018	Room to Care - Building a 21st Century Hospice
Wolfson Foundation - Grant to St Peter's Hospice
£130,000	04/12/2017	Inpatient Unit
Quartet Community Foundation - Grant to St Peter's Hospice
£5,000	01/12/2017	As requested by the donor.
Quartet Community Foundation - Grant to St Peter's Hospice
£5,000	06/11/2017	As requested by the donor towards caring for local people with life-limiting illnesses.
Masonic Trust - Hospice Grant
£2,620	18/10/2017	Core funding for hospices
Masonic Trust - Hospice Grant
£3,576	19/10/2016	Core funding for hospices

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 44-67

ALISON LOUISE GODFREY Appointed: 2022, Occupation: Chartered Accountant, Auditor

CHRIS BUDD Appointed: 2024, Occupation: Independent Financial Advisor

DAVID ARDRON Appointed: 2024, Occupation: Digital Transformation Leader

DR ALISON JEAN WINT Appointed: 2022, Occupation: Doctor

DR EMMA-KATE REED Appointed: 2024, Occupation: Doctor

HELEN ELIZABETH MORGAN (Chair) Appointed: 2021, Occupation: Registered Nurse

JAMES MATTHEW BIGWOOD Appointed: 2023, Occupation: Director Of People & Organisational Development

JONATHAN CHARLES BOWER Appointed: 2024, Occupation: Solicitor

MARK JONATHAN DOUGLAS CAMPBELL Appointed: 2015, Occupation: Relationship Director, Lloyds Private Clients

MARIA CRAYTON Appointed: 2024, Occupation: Marketing Consultant

RICHARD KITIONI NAIVALURUA Appointed: 2021, Occupation: Engineer

ROBERT TAFFINDER Appointed: 2022, Occupation: Assistant Director Careers Service (External Engag

SARAH TALBOT-WILLIAMS Appointed: 2024, Occupation: Non Executive Director And Consultant

Legal constitution

Charitable company registered in England & Wales on 07/04/1975, number: 269177
Registered at Companies House on 20/11/1974, number: 01191227

Gift Aid

Registered with HMRC for Gift Aid

Event History

26/02/2015 - Asset transfer in from THE DURSTON CHARITABLE TRUST
11/01/2021 - Asset transfer in from ST VINCENT LODGE CHARITABLE TRUST
09/06/2023 - Asset transfer in from THE BRISTOL PATCHWAY 'E' TOWNSWOMEN'S GUILD
19/12/2023 - Asset transfer in from NAILSEA LIONS CLUB

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; AR05: 1 days late,

Recent reorganisation events:

Asset transfer in from ST VINCENT LODGE CHARITABLE TRUST on 11/01/2021
Asset transfer in from THE BRISTOL PATCHWAY 'E' TOWNSWOMEN'S GUILD on 09/06/2023
Asset transfer in from NAILSEA LIONS CLUB on 19/12/2023

Main office

ST. PETERS HOSPICE
CHARLTON ROAD
BRENTRY
BRISTOL
BS10 6NL

Objectives

TO PROMOTE THE RELIEF OF SICKNESS IN SUCH WAYS AS THE CHARITY SHALL FROM TIME TO TIME THINK FIT AND, IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THIS OBJECT), TO PROVIDE SERVICES SO AS TO SUPPORT THE PHYSICAL, PSYCHOLOGICAL, SOCIAL AND SPIRITUAL NEEDS OF THOSE AFFECTED BY LIFE-LIMITING ILLNESSES.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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