Finance Score: -5

Governance Score: 2

Support Score: 3

Liabilities <10%: +3
Excess reserves: -2
Multiple Deficits: -2
Fundraising costs high: -4

Dynamic board: +3
Mainly female board: -1

Overall weighted support: +3

Overall GiG Score: 0

SAINT CATHERINE'S HOSPICE TRUST

We provide specialist palliative care across Scarborough,Whitby,Ryedale, Bridlington and Driffield. This involves in-patients, out-patient clinics, wellbeing center, hospice at home, specialist palliative community and neurology nurses, lymphoedema, complementary therapy, bereavement support, out of hours support and education and training of other healthcare professionals.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly female

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £11,601,512 available, equivalent to 25 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending
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	£6,218	£5,609	£609	£1,587	£11,734	£11,602	24.8	157	313
31/03/22	£6,030	£4,885	£1,146	£1,360	£11,408	£11,263	27.7	155	500
31/03/21	£6,712	£5,254	£1,458	£1,285	£10,084	£9,970	22.8	179	500
31/03/20	£5,650	£6,026	£-376	£1,572	£8,240	£8,141	16.2	204	550
31/03/19	£5,663	£5,882	£-219	£1,531	£8,871	£8,796	17.9	218	550
31/03/18	£5,468	£6,070	£-602	£1,449	£8,977	£8,898	17.6	239	0
31/03/17	£5,518	£6,200	£-682	£1,427	£9,577	£9,565	18.5	190	0
31/03/16	£5,898	£6,132	£-234	£1,494	£9,995	£9,983	19.5	194	0
31/03/15	£5,310	£5,718	£-409	£1,520	£10,399	£10,371	21.8	146	0
31/03/14	£6,953	£5,372	£1,580	£1,376	£10,688	£10,670	23.8	122	0
31/03/13	£4,879	£4,902	£-23	£1,364	£9,034	£8,859	21.7	166	0
31/03/12	£4,479	£4,791	£-311	£1,361	£8,904	£8,629	21.6	152	0
31/03/11	£4,252	£4,813	£-561	£1,367	£9,251	£8,880	22.1	113	0
31/03/10	£4,748	£4,557	£191	£1,299	£9,737	£9,311	24.5	111	0
31/03/09	£4,146	£4,494	£-347	£1,307	£9,098	£8,614	23	105	0
31/03/08	£4,245	£3,889	£356	£812	£9,921	£9,365	28.9	103	0
31/03/07	£3,632	£3,531	£102	£1,053	£9,731	£9,138	31.1	105	0
31/03/06	£3,259	£3,375	£-116	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	£3,701	£3,156	£545	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	£3,519	£2,677	£842	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 36.8%
Fundraising Costs/Total Spending: 28.8%
Senior Staff Costs/Total Spending: 10%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 5%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 24.8 months
Net Current Assets/Spending: 6 months
Quick Ratio: 3.6

Asset Split ?

Balance Sheet History

Established: 43 years

www.saintcatherines.org.uk

general@saintcatherines.org.uk

01723351421

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice & bereavement services

How it operates

Provides services

Where it operates

East Riding Of Yorkshire, North Yorkshire,

Who it helps

Other Defined Groups

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

National Lottery Community Fund	£8,000
Sir Jules Thorn Charitable Trust	£5,000
Co-Operative Group	£3,482
Masonic Trust	£1,655

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Saint Catherine's Hospice
£3,482	22/10/2022	We need to ensure Saint Catherine's is here to provide the breadth of services to the people who need it most in our community – all free of charge, often at the most difficult and stressful times.
Masonic Trust - MCF Hospice
£1,655	10/11/2021	Unrestricted funding for hospices
Sir Jules Thorn Charitable Trust - Saint Catherine's Hospice Trust - 28/04/21
£5,000	14/06/2021	Core Funding
National Lottery Community Fund - Wellbeing re-start
£8,000	11/06/2021	The funding will be used to re-start community complimentary on-site therapies in a COVID secure environment offering a range of services which will include virtual sessions with a focus on outreach to a wider reach of patients and their families. ....more The funding will be used to re-start community complimentary on-site therapies in a COVID secure environment offering a range of services which will include virtual sessions with a focus on outreach to a wider reach of patients and their families. The project aims to make their services more accessible to all including those living in a more rural setting.
Sir George Martin Trust - Grant to St Catherine's Hospice
£3,000	28/06/2019	Capital costs for Advancement of Health/Saving Lives
Sir George Martin Trust - Grant to St Catherine's Hospice
£3,000	28/06/2019	Capital costs for Advancement of Health/Saving Lives
National Lottery Community Fund - Wellbeing Centre Refurbishment
£8,133	16/05/2019 12	The funding will be used to refurbish the Wellbeing Centre at the hospice so that more people can be supported. The project aims to make the area more comfortable and allow more drop in sessions to support patients and carers.
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

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 55-78

DR DOUGY MOEDERLE-LUMB Appointed: 2020, Occupation: Doctor

JOHN CYRIL STEVENSON Appointed: 2015, Occupation: Retired

MARGARET MIDDLEBROOK (Chair) Appointed: 2012, Occupation: Hr Manager

SAMANTHA MUDD Appointed: 2022, Occupation: Managing Director

SHARON KENNELLY CLIPPERTON Appointed: 2023, Occupation: Trustee

SUSAN CAROLE STANDARD-SHEADER Appointed: 2016, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 19/05/1982, number: 284701
Registered at Companies House on 07/04/1982, number: 01627610

Gift Aid

Registered with HMRC for Gift Aid

Event History

09/02/2023 - Asset transfer in from RYEDALE FORUM FOR OLDER PEOPLE
27/06/2023 - Asset transfer in from THE BOROUGH OF SCARBOROUGH COMMUNITY FUND

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; all on time

Recent reorganisation events:

Asset transfer in from RYEDALE FORUM FOR OLDER PEOPLE on 09/02/2023
Asset transfer in from THE BOROUGH OF SCARBOROUGH COMMUNITY FUND on 27/06/2023

Main office

ST. CATHERINES HOSPICE
THROXENBY LANE
SCARBOROUGH
YO12 5RE

Objectives

1)TO PROMOTE THE RELIEF OF SICKNESS BY SUCH CHARITABLE MEANS AS THE TRUST FROM TIME TO TIME THINK FIT.2)TO PROMOTE FOR THE BENEFIT OF THE PUBLIC ANY CHARITABLE PURPOSE DIRECTED TO ALLEVIATING THOSE WHO HAVE LOST THROUGH DEATH A RELATIVE OR FRIEND AND IN PARTICULAR,THE PROTECTION AND PROMOTION OF GOOD HEALTH BOTH MENTAL AND PHYSICAL,THE RELIEF OF POVERTY AND SICKNESS AND IN THE ADVANCEMENT OF EDUCATION IN MATTERS RELATING TO THE NATURE OF GRIEVING AND BEREAVEMENT.

Defined Area of Benefit:

1 SCARBOROUGH 2 NORTH YORKSHIRE 3 NATIONAL

Data Sources

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