Finance Score: -2

Governance Score: 9

Support Score: 2

Liabilities <10%: +3
Fundraising costs high: -5

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 9

ST LUKE'S HOSPICE PLYMOUTH

The principal object of the charity is to promote the relief of sickness amongst people suffering from terminal illness.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

Established: 44 years

www.stlukes-hospice.org.uk

info@stlukes-hospice.org.uk

01752401172

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
31/03/23		£11,889	£11,665	£224	£4,820	£13,900	£13,775	14.2	294	595
31/03/22		£11,961	£10,250	£1,711	£3,994	£13,766	£13,695	16	284	619
31/03/21		£11,933	£9,698	£2,235	£3,811	£11,907	£11,856	14.7	309	675
31/03/20		£13,582	£10,954	£2,629	£4,975	£9,193	£9,163	10	305	941
31/03/19		£10,790	£10,175	£615	£4,484	£7,086	£7,000	8.3	290	959
31/03/18		£10,069	£9,803	£266	£4,277	£6,386	£6,323	7.7	273	0
31/03/17		£9,391	£9,474	£-83	£4,085	£6,127	£6,109	7.7	271	0
31/03/16		£8,822	£9,549	£-727	£3,921	£5,910	£5,873	7.4	277	0
31/03/15		£9,077	£9,350	£-273	£3,847	£6,704	£6,591	8.5	237	0
31/03/14		£9,989	£8,925	£1,064	£3,644	£6,864	£6,771	9.1	217	0
31/03/13		£8,729	£8,662	£68	£3,504	£5,770	£5,568	7.7	120	0
31/03/12		£7,837	£8,351	£-514	£3,463	£5,578	£3,809	5.5	203	0
31/03/11		£8,070	£7,922	£148	£3,123	£6,076	£4,212	6.4	201	0
31/03/10		£7,149	£7,053	£96	£2,332	£5,851	£4,401	7.5	190	0
31/03/09		£6,741	£6,815	£-73	£1,978	£5,539	£4,076	7.2	183	0
31/03/08		£6,673	£6,227	£446	£1,708	£5,781	£4,137	8	173	0
31/03/07	*	£5,261	£5,344	£-83	£1,529	£5,405	£3,989	9	158	0
31/03/06	*	£3,679	£4,104	£-425	£0	£0	£0	n/a	0	0
31/03/05		£3,283	£3,728	£-445	£0	£0	£0	n/a	0	0
31/03/04		£3,487	£3,258	£229	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 70.5%
Fundraising Costs/Total Spending: 41.5%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 7%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 14.2 months
Net Current Assets/Spending: 8 months
Quick Ratio: 9.2

Asset Split ?

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Cornwall, Devon, Plymouth City,

Who it helps

Other Defined Groups
People With Disabilities

Who works here?

294 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.

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Hospice
£1,065	10/11/2021	Unrestricted funding for hospices
Garfield Weston Foundation - Main Grants award
£50,000	18/12/2018	The Crisis Team
Wolfson Foundation - Grant to St Luke's Hospice, Plymouth
£50,000	16/06/2017	Roof Replacement
National Lottery Community Fund - St Luke's Day hospice Accessibility Minibus
£10,000	19/02/2010 12	A project by this community group based in Plymouth, Devon to purchase a new minibus with wheelchair access for use by the group to enable the trasport of patients to the St Luke's Day Hospice from ....more A project by this community group based in Plymouth, Devon to purchase a new minibus with wheelchair access for use by the group to enable the trasport of patients to the St Luke's Day Hospice from across the group's catchment area.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 27-68

DAVID NICHOLAS THOMAS (Chair) Appointed: 2024, Occupation: Retired Accountant

DR MARTIN BERNARD WALKER Appointed: 2019, Occupation: Retired

FIONA FIELD Appointed: 2017, Occupation: Executive Director For Transformation (Retired)

FREDA ALLEN Appointed: 2022, Occupation: Retired Registered Nurse, Nhs Manager

HELEN HOCKING Appointed: 2021, Occupation: Retired

JACK PETER HENNIKER Appointed: 2021, Occupation: People & Od Partner

JAMES HENNIKER Appointed: 2021, Occupation: Contract Manager

JEMMA EDGE Appointed: 2022, Occupation: Senior Manager Healthcare

LESA JANE ANNEAR Appointed: 2023, Occupation: Retired Finance Director

NICOLA SUSAN DUNCAN Appointed: 2021, Occupation: Retired Solicitor, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST ANDREW, PLYMOUTH,

STEVEN DENIS CARTER Appointed: 2020, Occupation: Nhs Manager

WILLIAM JONATHAN WARRENDER Appointed: 2023, Occupation: Chief Executive

Legal constitution

Charitable company registered in England & Wales on 25/09/1980, number: 280681
Registered at Companies House on 03/07/1980, number: 01505753

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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; AR07: 2 days late, AR06: 1 days late,

Recent reorganisation events:

Asset transfer in from DAVE SHARP YOUNG MUSICIANS FUND on 28/07/2022

Main office

ST. LUKES HOSPICE
STAMFORD ROAD
PLYMOUTH
PL9 9XA

Objectives

THE RELIEF OF SICKNESS AMONGST PEOPLE SUFFERING FROM TERMINAL DISEASE IN SUCH WAYS AS THE CHARITY SHALL FROM TIME TO TIME THINK FIT, AND IN PARTICULAR IN THE CITY OF PLYMOUTH AND THE SURROUNDING DISTRICTS (BUT WITHOUT PREJUDICE TO THE GENERALITY WHETHER GEOGRAPHICAL OR OTHERWISE OF SUCH OBJECT)

Defined Area of Benefit:

PLYMOUTH AND SURROUNDING DISTRICTS

Data Sources