Finance Score: 1

Governance Score: 5

Support Score: 5

Positive trading contribution: +2;Good reserves management: +3
Reasonable growth: +1
Fundraising costs high: -5

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Grant maker support: +5

Overall GiG Score: 11

ST HELENA HOSPICE LIMITED

Serving North Essex. Providing specialist palliative end of life care & bereavement services to patients, families and friends, advice & education to colleagues working in palliative care. Co-ordination of end of life services 24/7 including hosting an electronic end of life register. Education short courses & conferences.

Analysis by Giving is Great

Positives:

More than half of total income was derived from trading and fees in the latest year
Reserves management has been consistently within official guidelines
There has been reasonable growth in spending over the last 3 years relative to the previous period
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

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	£19,184	£20,061	£-877	£7,863	£12,407	£12,020	7.2	337	805
31/03/22	£18,986	£17,755	£1,231	£6,890	£13,733	£13,295	9	325	779
31/03/21	£17,037	£16,147	£890	£4,935	£12,345	£11,928	8.9	303	795
31/03/20	£16,407	£15,380	£1,027	£5,263	£10,803	£10,463	8.2	310	846
31/03/19	£14,044	£13,790	£254	£4,413	£10,625	£10,305	9	296	910
31/03/18	£11,871	£13,673	£-1,802	£4,774	£10,418	£10,244	9	352	0
31/03/17	£12,459	£12,907	£-448	£3,936	£13,022	£12,803	11.9	336	0
31/03/16	£12,065	£12,527	£-462	£3,606	£12,920	£12,518	12	324	0
31/03/15	£10,926	£11,623	£-696	£3,038	£12,745	£9,932	10.3	238	0
31/03/14	£9,092	£8,727	£365	£2,256	£13,052	£9,836	13.5	178	0
31/03/13	£7,062	£6,834	£228	£1,656	£12,355	£9,492	16.7	149	0
31/03/12	£6,695	£6,089	£607	£1,348	£11,478	£8,684	17.1	139	0
31/03/11	£6,498	£5,832	£666	£1,264	£10,797	£8,083	16.6	136	0
31/03/10	£5,633	£5,466	£167	£1,053	£9,956	£7,688	16.9	130	0
31/03/09	£5,929	£5,063	£865	£1,006	£9,329	£6,968	16.5	128	0
31/03/08	£5,698	£4,640	£1,058	£856	£9,017	£6,710	17.4	150	0
31/03/07	£4,902	£4,521	£382	£899	£8,282	£6,651	17.7	143	0
31/03/06	£5,148	£4,248	£901	£0	£0	£0	n/a	0	0
31/03/05	£4,180	£3,963	£217	£0	£0	£0	n/a	0	0
31/03/04	£3,510	£3,551	£-40	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 96.1%
Fundraising Costs/Total Spending: 39.2%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 33%
Liabilities/Income: 32%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 7.2 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.1

Asset Split ?

Established: 44 years

www.sthelena.org.uk

kheslegrave@sthelena.org.uk

01206845566

Charity Commission for England and Wales

Tweets

Listed activities

Disability
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

Essex,

Who it helps

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

Who works here?

337 employees
805 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
Essex Community Foundation - Grant to St. Helena Hospice
£100	20/03/2023	towards meeting the physical emotional spiritual and psychological needs of people with advanced incurable illness and to support their families and friends
Essex Community Foundation - Grant to St. Helena Hospice
£100	20/04/2022	towards meeting the physical emotional spiritual and psychological needs of people with advanced incurable illness and to support their families and friends
Masonic Trust - MCF Hospice
£1,845	10/11/2021	Unrestricted funding for hospices
Essex Community Foundation - Grant to St. Helena Hospice
£18,495	17/06/2021	towards the costs of expanding the capacity of a free bereavement service supporting individuals in north east Essex
Masonic Trust - MCF Hospice UK Partnership
£31,000	31/03/2021	Enabling Equality – Social Prescribing at End of Life for our BAME and deprived communities
Essex Community Foundation - Grant to St. Helena Hospice
£100	15/03/2021	towards meeting the physical emotional spiritual and psychological needs of people with advanced incurable illness and to support their families and friends
Essex Community Foundation - Grant to St. Helena Hospice
£5,000	22/05/2020	to support the core costs of providing adult hospice care across North East Essex during the COVID19 crisis
Essex Community Foundation - Grant to St. Helena Hospice
£100	03/04/2020	Towards meeting the needs of people with advanced incurable illness and to support their families and friends
Essex Community Foundation - STARS
£7,800	20/03/2020 11	towards the running costs of a grief support project in Colchester for children and young people experiencing the death of a parent or sibling
Essex Community Foundation - Enhancing specialist bereavement support
£13,944	03/03/2020 11	provision of counselling and longer-term support for those experiencing traumatic bereavement in North East Essex
Essex Community Foundation - New Clinical Literature
£5,000	09/11/2017 6	For the provision of new and improved clinical literature providing information, advice and guidance for patients and their families across North East Essex
Wolfson Foundation - Grant to St Helena Hospice
£15,000	08/12/2016	Specialised ward laptops
Masonic Trust - Hospice Grant
£3,147	19/10/2016	Core funding for hospices

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-73

DR PRASANT ARORA Appointed: 2023

JAMES MCCARTHY Appointed: 2021, Occupation: Accountant

MICHAEL JASON SMITH Appointed: 2022, Occupation: Chief Operating Officer - Shaw Healthcare

CATHERINE MORGAN Appointed: 2020, Occupation: Nhs Healthcare

DAVID CRESSWELL Appointed: 2012, Occupation: Arcitect

DR FRANCES CATHERINE HYDE Appointed: 2019, Occupation: Associate Dean

KENNETH JOHN ALDRED Appointed: 2012, Occupation: Retired

PROFESSOR NIGEL PYE Appointed: 2018, Occupation: Professor Of Business

RICHARD POLOM Appointed: 2023, Occupation: Accountant, Other trusteeships: FIRSTSITE LIMITED, NORTH COLCHESTER MEN'S SHED,

TIMOTHY FIELD Appointed: 2021, Occupation: Solicitor, Other trusteeships: OPEN ROAD VISIONS, ALMSHOUSE CHARITY OF ARTHUR WINSLEY AND OTHERS, QP FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 22/10/1980, number: 280919
Registered at Companies House on 11/08/1980, number: 01511841

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
Engaging external speakers at charity events policy and procedures
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 INTO AFRICA TRUST on 03/05/2022

Main office

ST. HELENA HOSPICE
BARNCROFT CLOSE
HIGHWOODS
COLCHESTER
CO4 9JU

Objectives

To improve the quality of life of people in North Essex and other areas who are approaching end of life, whether through a life limiting disease, multiple co-morbidities or frailty. This includes support for immediate family and carers, and those affected by bereavement.

Defined Area of Benefit:

THE COUNTY OF ESSEX AND ADJACENT AREAS

Data Sources