Finance Score: 6

Governance Score: 8

Support Score: 7

Liabilities <10%: +3
Excess liquidity: -1
Income diversified: +3
Multiple Deficits: -2
Fundraising costs low: +3

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

Grant maker support: +7

Overall GiG Score: 21

HOSPICE OF ST FRANCIS (BERKHAMSTED) LTD

The Hospice of St Francis (Berkhamsted) Ltd aims to achieve the best quality of life for patients with life-limiting illness, using the skills of a highly trained team of staff and volunteers in the therapeutic environment of the Hospice, at home, and elsewhere.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Income generation is well diversified
Fundraising costs are low relative to funds raised
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 13 trustees whereas the Charities Commission recommends a maximum of 12

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
On several occasions in recent years income has been less than spending

Established: 44 years

www.stfrancis.org.uk

sharon.white@stfrancis.org.uk

01442869550

Charity Commission for England and Wales

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		£7,759	£8,245	£-486	£567	£11,237	£11,179	16.3	131	1,327
31/03/22		£6,801	£7,385	£-584	£465	£11,848	£11,558	18.8	125	1,311
31/03/21		£7,891	£6,809	£1,082	£453	£12,210	£11,989	21.1	120	1,297
31/03/20		£9,002	£6,751	£2,251	£2,410	£10,626	£10,363	18.4	119	1,300
31/03/19		£7,001	£6,832	£169	£567	£8,671	£8,458	14.9	116	1,306
31/03/18		£6,898	£7,193	£-295	£2,668	£8,378	£8,265	13.8	129	0
31/03/17		£6,207	£7,205	£-998	£506	£8,557	£8,500	14.2	137	0
31/03/16		£6,561	£6,980	£-419	£2,628	£9,325	£9,299	16	210	0
31/03/15		£5,847	£6,453	£-606	£2,634	£9,782	£9,778	18.2	117	0
31/03/14		£6,533	£5,909	£624	£2,392	£10,195	£10,175	20.7	116	0
31/03/13		£6,232	£5,247	£985	£1,962	£9,481	£9,444	21.6	102	0
31/03/12		£4,446	£4,758	£-312	£1,582	£8,437	£8,420	21.2	95	0
31/03/11		£4,104	£4,463	£-359	£1,341	£8,774	£8,760	23.6	86	0
31/03/10		£4,243	£3,930	£313	£1,026	£9,044	£9,043	27.6	79	0
31/03/09		£3,944	£3,814	£130	£952	£8,555	£8,545	26.9	74	0
31/03/08		£3,373	£3,381	£-8	£916	£8,680	£8,637	30.7	71	0
31/03/07		£5,580	£2,668	£2,911	£645	£8,912	£8,902	40	58	0
31/03/06		£2,750	£2,313	£437	£0	£0	£0	n/a	0	0
31/03/05	*	£2,283	£1,984	£299	£0	£0	£0	n/a	0	0
31/03/04	*	£2,896	£1,741	£1,155	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 9.7%
Fundraising Costs/Total Spending: 6.9%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 6%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 16.3 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.7

Asset Split ?

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

Provides services
Sponsors or undertakes research

Where it operates

Buckinghamshire, Hertfordshire,

Who it helps

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

Who works here?

131 employees
1,327 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	£80,000
BBC Children in Need	£49,541
National Lottery Community Fund	£9,657
Sir Jules Thorn Charitable Trust	£5,000

Specific Donations

Amount	When Months	To be used for
BBC Children in Need - Grant to Hospice of St Francis (Berkhamsted) Ltd
£42,669	28/11/2023	This project will provide a bereavement support service to help young people gain the tools and confidence to help them cope with their experiences.
Rothschild Foundation - Grant to The Hospice of St Francis
£250	21/10/2022	To support our colleague participating in the Mud Pack Challenge 2022.
Masonic Trust - MCF Hospice
£1,565	10/11/2021	Unrestricted funding for hospices
Sir Jules Thorn Charitable Trust - The Hospice of St Francis (Berkhamsted) - 28/04/21
£5,000	14/06/2021	Core Funding
Wolfson Foundation - Grant to The Hospice of St Francis
£80,000	09/12/2020	WF Covid-19 Support Fund
BBC Children in Need - Grant to Hospice of St Francis
£6,872	30/11/2020	This project will deliver pre and post-bereavement therapy sessions and activity packs to children and young people in Hertfordshire. The activities will improve communication, increase understanding ....more This project will deliver pre and post-bereavement therapy sessions and activity packs to children and young people in Hertfordshire. The activities will improve communication, increase understanding of illness and death, and develop resilience skills.
Co-Operative Group - Grant to The Hospice of St Francis
£3,017	24/10/2020	We will run specialist group activities to help people with serious illness to increase their mobility and improve their quality of life.
National Lottery Community Fund - Hearing Loss Accessibility and Inclusion
£9,657	11/07/2019 12	The organisation will use the funding to provide hearing support systems at the hospice and some of the charity shops, to help improve accessibility of services for people with hearing loss. They ....more The organisation will use the funding to provide hearing support systems at the hospice and some of the charity shops, to help improve accessibility of services for people with hearing loss. They will also provide training for the hospice staff in communication techniques, to aid communication for people with hearing loss.
Wolfson Foundation - Grant to The Hospice of St Francis
£50,000	05/12/2018	Refurbishment of rehabilitation suite
Co-Operative Group - Grant to The Hospice of St Francis
£5,617	19/11/2018	We want to provide one to one sessions for children coming to terms with the loss of someone they love.
BBC Children in Need - Grant to Hospice of St Francis
£118,643	27/06/2018 36	Bereavement support service for up to 200 young people in Hertfordshire. Through accessing support young people will be better able to talk about their loss, have improved emotional wellbeing and be ....more Bereavement support service for up to 200 young people in Hertfordshire. Through accessing support young people will be better able to talk about their loss, have improved emotional wellbeing and be better able to manage their feelings.
Masonic Trust - Hospice Grant
£3,004	19/10/2016	Core funding for hospices
Henry Smith Charity - Grant to Hospice Of St Francis
£94,200	13/06/2013 36	towards three years' continuation funding of the Carers Support Service at a hospice based in Hertfordshire

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 11/13 persons

Age Range of Trustees: 35-76

DR NATALIE PANKOVA Appointed: 2020, Occupation: Chief Operating Officer

EDWARD POWELL Appointed: 2020, Occupation: Solicitor

JENNIFER CLARE LLOYD JENKINS Appointed: 2021, Occupation: Marketing Consultant

JULIET MOUNTFORD Appointed: 2020, Occupation: -

KATHRYN MAGSON Appointed: 2021, Occupation: Chief Executive Officer Nhs

MARGARET SALMON Appointed: 2016, Occupation: None

MASSIMO PETRONIO Appointed: 2019, Occupation: Self Employed

PARUL KANABAR Appointed: 2022, Occupation: Accountant

PHILLIP SEWELL Appointed: 2020, Occupation: Director/Consultant (It)

RICHARD WELLESLEY HOUGHTON Appointed: 2021, Occupation: Charity Chair, Other trusteeship: THE WILL HOUGHTON FOUNDATION,

SHAILEN GURADHARY Appointed: 2019

TIMOTHY CURRY (Chair) Appointed: 2020, Occupation: Consultant

TIMOTHY DOUGLAS SYMINGTON Appointed: 2018, Occupation: Financial Services, Other trusteeship: SAFELIVES,

Legal constitution

Charitable company registered in England & Wales on 30/09/1980, number: 280825
Registered at Companies House on 14/07/1980, number: 01507474

Gift Aid

Registered with HMRC for Gift Aid

Event History

02/08/2019 - Asset transfer in from PHILIP ANKER TRUST
27/03/2023 - Asset transfer in from THE ABBOTS LANGLEY GOOD NEIGHBOURS ASSOCIATION

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
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: 2 days late, AR04: 1 days late,

Recent reorganisation events:

Asset transfer in from PHILIP ANKER TRUST on 02/08/2019
Asset transfer in from THE ABBOTS LANGLEY GOOD NEIGHBOURS ASSOCIATION on 27/03/2023

Main office

Spring Garden Lane
Off Shootersway
Northchurch
Berkhamsted
Hertfordshire
HP4 3GW

Objectives

TO PROMOTE THE RELIEF OF PERSONS OF EITHER SEX (WITHOUT REGARD TO RACE OR CREED) WHO ARE SUFFERING FROM ANY CHRONIC OR TERMINAL ILLNESS OR FROM ANY DISABILITY OR DISEASE ATTRIBUTABLE TO OLD AGE OR FROM ANY OTHER PHYSICAL OR MENTAL INFIRMITY, DISABILITY OR DISEASE AND THEIR CARERS, FAMILIES AND FRIENDS

Defined Area of Benefit:

NOT DEFINED

Data Sources