Finance Score: -3

Governance Score: 2

Support Score: 4

Liabilities <10%: +3
Excess liquidity: -1
Fundraising costs high: -5

12+ Trustees: -1
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 3

ST DAVID'S FOUNDATION HOSPICE CARE

To provide palliative care services throughout the unitary authorities of Caerphilly, Monmouthshire, Newport and Torfaen, and within South and Mid Powys, to people with a life-threatening illness, their families and carers.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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 gender
This charity is based in an area of extremely high deprivation

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 considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income
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	£9,713	£8,341	£1,372	£3,400	£16,485	£16,472	23.7	248	500
31/03/22	£8,697	£7,876	£821	£3,230	£15,256	£15,188	23.1	249	552
31/03/21	£9,037	£7,419	£1,618	£2,789	£14,435	£14,387	23.3	258	670
31/03/20	£8,951	£8,371	£580	£3,430	£12,715	£12,672	18.2	252	852
31/03/19	£8,866	£7,970	£896	£3,385	£11,312	£11,296	17	273	600
31/03/18	£7,644	£7,674	£-30	£3,119	£11,312	£11,296	17.7	267	0
31/03/17	£11,860	£7,641	£4,219	£3,060	£11,335	£7,224	11.3	273	0
31/03/16	£8,700	£7,419	£1,281	£2,965	£7,089	£6,461	10.5	277	0
31/03/15	£7,691	£7,488	£203	£3,047	£5,811	£5,800	9.3	283	0
31/03/14	£7,376	£7,109	£267	£2,925	£5,671	£5,659	9.6	277	0
31/03/13	£6,059	£6,192	£-133	£2,652	£5,341	£2,013	3.9	256	0
31/03/12	£7,278	£5,798	£1,481	£2,530	£5,476	£2,116	4.4	128	0
31/03/11	£7,318	£5,230	£2,088	£2,370	£3,996	£1,843	4.2	122	0
31/03/10	£5,044	£5,033	£11	£2,271	£1,576	£1,522	3.6	117	0
31/03/09	£4,704	£4,689	£15	£2,126	£1,565	£1,513	3.9	114	0
31/03/08	£4,182	£4,145	£37	£1,839	£1,550	£1,497	4.3	86	0
31/03/07	£3,608	£3,667	£-59	£1,685	£1,513	£1,461	4.8	103	0
31/03/06	£3,374	£3,188	£186	£0	£0	£0	n/a	0	0
31/03/05	£3,065	£2,934	£131	£0	£0	£0	n/a	0	0
31/03/04	£2,722	£2,580	£143	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 60.2%
Fundraising Costs/Total Spending: 40.9%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 5%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 23.7 months
Net Current Assets/Spending: 8 months
Quick Ratio: 4.4

Asset Split ?

Established: 32 years

www.stdavidshospicecare.org

enquiries@stdavidshospicecare.org

01633851051

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice & bereavement services

How it operates

Provides services

Where it operates

Caerphilly, Gloucestershire, Monmouthshire, Newport City, Powys, Torfaen,

This charity is based in an area of extremely high deprivation

Who it helps

The General Public/Mankind

Who supports 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	£10,000
Sir Jules Thorn Charitable Trust	£5,000
Masonic Trust	£3,955
Crowdfunder	£3,820

Specific Donations

Amount	When Months	To be used for
BBC Children in Need - Grant to St David's Foundation Hospice Care
£500	20/10/2022 0	‘Cost of Living uplift: £500 to help projects meet their rising costs and respond to increased demand 31/10/2022’
Crowdfunder - Local Action Fund
£3,820	05/05/2022	Covid response
Masonic Trust - MCF Matched Funding
£250	12/11/2021	Unrestricted matched funding in partnership with the local masonic province
Masonic Trust - MCF Hospice
£1,205	10/11/2021	Unrestricted funding for hospices
National Lottery Community Fund - Day Hospice Refurbishment
£10,000	29/07/2021	St David’s Foundation Hospice Care in Newport will use £10000 to refurbish their day centre so services can be delivered in a more informal environment and people can pop in for support when ....more St David’s Foundation Hospice Care in Newport will use £10000 to refurbish their day centre so services can be delivered in a more informal environment and people can pop in for support when required.
Sir Jules Thorn Charitable Trust - St David's Hospice Care - 21/04/21
£5,000	14/06/2021	Core Funding
CareTech foundation - Match Funding Grant
£250	16/04/2021	Match funding Grant awarded to registered charity in the UK to support the applicant's fundraising efforts
BBC Children in Need - Grant to St David's Foundation Hospice Care
£1,900	17/06/2020	COVID19 - This grant will provide technology to support the delivery of bereavment services to children and young people affected by Covid-19. As a result they will have better relationships with ....more COVID19 - This grant will provide technology to support the delivery of bereavment services to children and young people affected by Covid-19. As a result they will have better relationships with their families.
Masonic Trust - MCF Matched Funding
£2,500	05/03/2020	Unrestricted matched funding in partnership with the local masonic province
BBC Children in Need - Grant to St David's Foundation Hospice Care
£118,502	26/06/2019 36	This project will support bereaved children and young people. They will have a greater ability to cope with their feelings, improve their confidence, and improve their relationships with others.
Wolfson Foundation - Grant to St David's Foundation Hospice Care
£150,000	08/12/2016	New inpatient hospice
National Lottery Community Fund - New In-Patient Hospice
£500,000	17/09/2015 24	New In-Patient Hospice

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-78

DAME ROSEMARY JANET MAIR BUTLER DBE Appointed: 2016

DR CHRISTOPHER CHARLES GAFFNEY, Occupation: Hospital Doctor

DR JOHN WILLIAM HOLLAND, Occupation: Doctor G.P.

DONALD JAMES WATERS Appointed: 2023, Occupation: Retired

DR ROBERT CHRISTOPHER GUY BRACCHI Appointed: 2019, Occupation: Retired Gp

JAMES OSBORNE THOMPSON Appointed: 2005, Occupation: Self Employed Management Consu

JEREMY LLEWELLYN MORGAN FELVUS Appointed: 2018, Occupation: Part Time Lecturer

JUDITH ELIZABETH CHILD Appointed: 2004, Occupation: Clerk

MARGARET VAN DE WEYER, Occupation: Retired

MICHAEL HINE Appointed: 2000, Occupation: Property Manager, Other trusteeship: THEATR MWLDAN,

ROBERT TOVEY Appointed: 2023, Occupation: Retired

ROBIN STUART HALL Appointed: 2022, Occupation: Company Director

THE REVEREND ELAINE HILLS Appointed: 2017, Occupation: Reverend

Legal constitution

Charitable company registered in England & Wales on 21/04/1992, number: 1010576
Registered at Companies House on 24/03/1992, number: 02700097

Gift Aid

Registered with HMRC for Gift Aid

Event History

11/04/2017 - Asset transfer in from CANCERCARELINE
03/06/2021 - Asset transfer in from FRIENDS OF ST ANNE'S HOSPICE
23/04/2024 - Asset transfer in from GWENT CHARITABLE FUND

Other Regulators

Care Inspectorate Wales (CIW)
Healthcare Inspectorate Wales (HIW)

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; all on time

Recent reorganisation events:

Asset transfer in from FRIENDS OF ST ANNE'S HOSPICE on 03/06/2021
Asset transfer in from GWENT CHARITABLE FUND on 23/04/2024

Main office

St. Davids Hospice Care
Blackett Avenue
Newport
NP20 6NH

Objectives

TO RELIEVE SICKNESS AND PAIN AMONG PERSONS WHO ARE SUFFERING FROM ANY CHRONIC OR LIFE THREATENING ILLNESS IN ENGLAND AND WALES

Defined Area of Benefit:

ENGLAND AND WALES

Data Sources