Finance Score: -4

Governance Score: 5

Support Score: 5

Liabilities <10%: +3
Excess reserves: -3
Large legacies income: +1
Fundraising costs high: -5

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

Grant maker support: +5

Overall GiG Score: 6

ST. LEONARD'S HOSPICE YORK

St Leonard's Hospice's mission is to provide excellent care and support to those living with life-limiting illness and to the people they are about, to enrich their lives and to contribute to the ongoing development of end-of-life care.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
Spending has increased 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:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £23,639,000 available, equivalent to 33 months of spending and so may not be able to utilise additional funding
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		£8,596	£8,690	£-94	£3,049	£24,483	£23,639	32.6	227	380
31/03/22		£10,944	£7,869	£3,075	£2,631	£25,128	£24,010	36.6	216	403
31/03/21		£7,583	£7,326	£257	£2,219	£21,581	£21,471	35.2	210	408
31/03/20		£6,890	£7,157	£-267	£2,366	£19,068	£18,989	31.8	207	629
31/03/19		£7,773	£6,352	£1,421	£2,169	£19,671	£19,652	37.1	200	577
31/03/18		£8,115	£5,975	£2,141	£1,842	£17,930	£17,900	36	191	0
31/03/17		£5,836	£5,643	£193	£1,670	£15,788	£15,767	33.5	197	0
31/03/16		£5,700	£5,323	£377	£1,609	£14,609	£14,561	32.8	125	0
31/03/15		£5,712	£5,049	£664	£1,519	£14,174	£14,171	33.7	116	0
31/03/14		£5,117	£4,751	£366	£1,393	£12,760	£9,878	25	114	0
31/03/13		£5,406	£4,329	£1,077	£1,144	£12,134	£9,563	26.5	104	0
31/03/12		£4,081	£4,013	£68	£980	£10,441	£7,811	23.4	116	0
31/03/11		£4,064	£3,797	£268	£896	£10,557	£7,861	24.8	93	0
31/03/10		£3,142	£3,537	£-395	£747	£10,033	£7,420	25.2	90	0
31/03/09		£3,570	£3,407	£163	£746	£9,287	£6,606	23.3	85	0
31/03/08		£3,390	£3,145	£244	£757	£10,041	£7,169	27.4	86	0
31/03/07		£3,037	£3,007	£30	£713	£10,027	£7,343	29.3	86	0
31/03/06		£2,979	£2,920	£59	£0	£0	£0	n/a	0	0
31/03/05		£3,811	£2,521	£1,290	£0	£0	£0	n/a	0	0
31/03/04	*	£2,448	£2,408	£40	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 62.1%
Fundraising Costs/Total Spending: 36%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 2%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 32.6 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.7

Asset Split ?

Established: 44 years

www.stleonardshospice.org.uk

enquiries@stleonardshospice.org.uk

01904708553

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

Provides services

Where it operates

City Of York, East Riding Of Yorkshire, North Yorkshire,

Who it helps

People With Disabilities
The General Public/Mankind

Who works here?

227 employees
380 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

Masonic Trust	£31,940
Two Ridings Community Foundation	£11,000
Co-Operative Group	£4,048

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to St Leonard's Hospice
£4,048	21/10/2023	We aim to help over 100 families – including sons, daughters, husbands, wives, friends – to receive bereavement support free of charge. Last year we delivered over 900 sessions to 190 families.
Two Ridings Community Foundation - A Night to Remember
£7,000	25/10/2022	Grant to St Leonard's Hospice
Two Ridings Community Foundation - St Leonard's
£4,000	27/04/2022	Funding to support their annual walk meaning all monies raised during the event will go to directly support St Leonard's
Masonic Trust - MCF Hospice
£1,940	10/11/2021	Unrestricted funding for hospices
Masonic Trust - MCF Hospice UK Partnership
£30,000	06/03/2020	Prioritising support for people who are homeless at end of life
Masonic Trust - Hospice Grant
£2,800	18/10/2017	Core funding for hospices
Masonic Trust - Hospice Grant
£3,863	19/10/2016	Core funding for hospices

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Age Range of Trustees: 38-69

ANTHONY JOHN TAYLOR Appointed: 2021, Occupation: Director

KATE O'CONNELL Appointed: 2022, Occupation: Director

KHUSHBU GOULDEN Appointed: 2021, Occupation: Sales Manager

LORNA ELAINE ALLAN Appointed: 2023, Occupation: Chief Digital And Information Officer

DR KATE FLEMMING Appointed: 2017, Occupation: University Lecturer

DAVID JAMES DICKSON (Chair) Appointed: 2015, Occupation: Chartered Accountant, Other trusteeships: THE SYLVIA AND COLIN SHEPHERD CHARITABLE TRUST, Mediale CIO,

DR LAVINIA JANE NORTON Appointed: 2017, Occupation: Retired

DR MICHAEL ALAN HOLMES Appointed: 2019, Occupation: General Practitioner

EAMONN MARY PATRICK KEOGH Appointed: 2018, Occupation: Town Planning Consultant

JACQUELINE PATRICIA MYERS Appointed: 2017, Occupation: Nhs Director

JULIETTE ENA CECILE HEALEY Appointed: 2017, Occupation: Bank Of England Agent

MELANIE KAY Appointed: 2022, Occupation: Director, Other trusteeship: THE FRIENDS OF POPPLETON TITHE BARN,

SANDRA ELIZABETH FALCUS Appointed: 2019, Occupation: Head Of Hr

DAVID SMITH Appointed: 2024, Occupation: Chief Executive, Other trusteeship: HOSPICE UK,

Legal constitution

Charitable company registered in England & Wales on 20/12/1979, number: 509294
Registered at Companies House on 01/10/1979, number: 01451533

Gift Aid

Registered with HMRC for Gift Aid

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; AR04: 1 days late,

Recent reorganisation events:

Asset transfer in from CHARITY SOUL on 20/02/2023

Main office

ST. LEONARDS HOSPICE
185 TADCASTER ROAD
DRINGHOUSES
YORK
YO24 1GL

Objectives

TO PROMOTE THE RELIEF OF SICKNESS BY SUCH CHARITABLE MEANS AS THE ASSOCIATION SHALL FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources