Finance Score: 1

Governance Score: 3

Support Score: 8

Liabilities <10%: +3
Positive trading contribution: +2;Reasonable growth: +1
Fundraising costs high: -5

Good trustee age range: +3

Grant maker support: +8

Overall GiG Score: 12

PAUL SARTORI FOUNDATION LIMITED

To enable people living in the later stages of any life limiting illness to die at home with dignity, independence & surrounded by their loved ones if that is their choice. Services include, hands on care, equipment loan, physiotherapy, complementary therapy, counselling, bereavement, a Clinical Nurse Specialist, training & advanced care planning. Services are free of charge, 24/7, 365 days a year

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
More than half of total income was derived from trading and fees in the latest year
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

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

Established: 42 years

www.paulsartori.org

enquiries@paulsartori.org

01437763223

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		£2,630	£2,503	£127	£1,275	£2,474	£2,401	11.5	87	217
31/03/22		£2,532	£2,273	£259	£1,196	£2,352	£2,265	12	91	224
31/03/21		£2,195	£1,958	£237	£913	£2,092	£2,021	12.4	78	130
31/03/20		£1,997	£1,908	£88	£867	£1,854	£1,835	11.5	73	286
31/03/19		£2,024	£1,754	£270	£720	£1,766	£1,682	11.5	68	340
31/03/18	*	£1,494	£1,721	£-227	£640	£1,496	£1,430	10	43	0
31/03/17		£1,737	£1,544	£193	£561	£1,723	£1,566	12.2	39	0
31/03/16		£1,378	£1,249	£129	£386	£1,527	£1,459	14	33	0
31/03/15		£1,500	£1,154	£346	£434	£1,413	£1,382	14.4	36	0
31/03/14		£1,012	£977	£35	£283	£1,048	£1,016	12.5	34	0
31/03/13		£937	£899	£38	£225	£1,009	£981	13.1	24	0
31/03/12		£893	£820	£72	£201	£947	£920	13.5	23	0
31/03/11		£855	£771	£84	£181	£864	£844	13.1	23	0
31/03/10		£869	£709	£160	£169	£781	£781	13.2	21	0
31/03/09		£558	£595	£-37	£90	£624	£624	12.6	20	0
31/03/08		£605	£581	£24	£89	£658	£658	13.6	19	0
31/03/07		£545	£587	£-42	£82	£633	£633	13	19	0
31/03/06		£595	£654	£-59	£0	£0	£0	n/a	0	0
31/03/05		£719	£663	£55	£0	£0	£0	n/a	0	0
31/03/04		£691	£709	£-19	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 128.2%
Fundraising Costs/Total Spending: 50.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 11.5 months
Net Current Assets/Spending: 8 months
Quick Ratio: 13.7

Asset Split ?

Listed activities

The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Pembrokeshire,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

87 employees
217 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

National Lottery Community Fund	£101,738
National Lottery Heritage Fund	£73,095
Garfield Weston Foundation	£45,000
Sir Jules Thorn Charitable Trust	£5,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Paul Sartori Community Choir
£5,604	12/09/2022	Paul Sartori Foundation Limited in Pembrokeshire will provide ongoing social choir sessions and organise public performances for people experiencing loneliness and isolation. £5604 will fund fees ....more Paul Sartori Foundation Limited in Pembrokeshire will provide ongoing social choir sessions and organise public performances for people experiencing loneliness and isolation. £5604 will fund fees administration marketing evaluation venue and refreshments. Bydd Paul Sartori Foundation Limited yn Sir Benfro yn darparu sesiynau côr cymdeithasol parhaus ac yn trefnu perfformiadau cyhoeddus i bobl sy’n profi unigrwydd ac ynysrwydd. Bydd £5604 yn talu am ffïoedd costau gweinyddol marchnata gwerthuso lleoliad a lluniaeth.
National Lottery Heritage Fund - Grant to Paul Sartori Foundation Limited
£73,095	06/01/2022	Voices From The Community – Father Paul Sartori’s journey from Priest to Hospice Care
Sir Jules Thorn Charitable Trust - Paul Sartori Hospice at Home - 30/09/21
£5,000	29/11/2021	Core Funding
Masonic Trust - MCF Hospice
£500	10/11/2021	Unrestricted funding for hospices
Co-Operative Group - Grant to Paul Sartori Hospice at Home
£1,950	23/10/2021	‘Stepping Stone to Hope’ aims to provide tailored guidance and self-help techniques to promote sleep, calm and relaxation for those caring for a close relative or experiencing bereavement.
National Lottery Community Fund - Paul Sartori: Improving access for the hearing impaired in Pembrokeshire
£3,886	22/03/2021 11	Paul Sartori Foundation Limited in Pembrokeshire were awarded £3886 to ensure that people with a hearing impairment are not discriminated against by offering equal access to all who use their ....more Paul Sartori Foundation Limited in Pembrokeshire were awarded £3886 to ensure that people with a hearing impairment are not discriminated against by offering equal access to all who use their hospice services. Dyfarnwyd £3886 i Paul Sartori Foundation Limited yn Sir Benfro i sicrhau na wahaniaethir yn erbyn pobl â nam ar eu clyw drwy gynnig mynediad cyfartal i bawb sy'n defnyddio eu gwasanaethau hosbis.
National Lottery Community Fund - Covid-19 Paul Sartori Hospice at Home Hands-on Care & Equipment
£92,248	18/06/2020 12	Paul Sartori Foundation have received £92248 to meet an increased demand for end of life care in Pembrokeshire through the purchase of additional specialist equipment. The project will facilitate ....more Paul Sartori Foundation have received £92248 to meet an increased demand for end of life care in Pembrokeshire through the purchase of additional specialist equipment. The project will facilitate Hospital discharge for end of life patients freeing up beds in hospitals and providing support for vulnerable individuals who are at high risk from COVID-19. Mae Sefydliad Paul Sartori wedi derbyn £92248 i ateb y galw cynyddol am ofal diwedd oes yn Sir Benfro trwy brynu offer arbenigol ychwanegol. Bydd y prosiect yn hwyluso rhyddhau o'r ysbyty ar gyfer cleifion diwedd oes gan ryddhau gwelyau mewn ysbytai a darparu cefnogaeth i unigolion agored i niwed sydd â risg uchel o COVID-19.
Garfield Weston Foundation - Main Grants award
£40,000	17/01/2020	Request for contribution towards Paul Sartori Hospice at Home Running Costs
Garfield Weston Foundation - Main Grants award
£5,000	04/09/2019	WCA Closing Bonus
Garfield Weston Foundation - Main Grants award
£6,500	05/06/2018	WCA 2018-2019 winner
Quartet Community Foundation - Grant to Paul Satori Foundation
£5,000	06/03/2018	Towards replacing an equipment delivery van for a hospice at home service.
Wolfson Foundation - Grant to Paul Sartori Foundation
£90,000	08/12/2016	Refurbishment of new head office

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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: 46-74

DAVID DYLAN HARRIES MR Appointed: 2020, Other trusteeship: The John Burns Foundation,

DAVID EVANS (Chair) Appointed: 2013, Occupation: Assistant Principal

DR JOHN FINLAY MACKINTOSH Appointed: 2014, Occupation: Retired Doctor

DR LIZ MOZDIAK, Occupation: Lecturer

IAN GRAVELL Appointed: 2020, Occupation: Motor Trader

JANET BEVANS Appointed: 2021, Occupation: Hr Consultant

JASON JAMES TOMLIN Appointed: 2020, Occupation: Managing Director

PAUL LISTER Appointed: 2015, Occupation: Architect (Retired)

PHIL ROGER THOMPSON MBE Appointed: 2013, Occupation: Pr Consultant

ROSALIND ELIZABETH RAYMOND Appointed: 2007, Occupation: Farmer Florist

Legal constitution

Charitable company registered in England & Wales on 15/09/1982, number: 513079
Registered at Companies House on 26/08/1982, number: 01660450

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Inspectorate Wales (CIW)

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; AR18: 1 days late,

Main office

Paul Sartori Foundation Ltd
Paul Sartori House
Winch Lane
HAVERFORDWEST
SA61 1RP

Objectives

TO PROMOTE THE RELIEF OF SICKNESS AND SUFFERING RESULTING FROM CHRONIC OR TERMINAL ILLNESS BY THE PROVISION OF PALLIATIVE CARE, PREDOMINANTLY IN THE COUNTY OF PEMBROKESHIRE.

Defined Area of Benefit:

THE COUNTY OF PEMBROKESHIRE

Data Sources