Finance Score: -2

Governance Score: 0

Support Score: 8

Liabilities <10%: +3
Excess liquidity: -1
Large legacies income: +1
Pension deficit: -1
Accounts filed more than 5 days late: -2 times
Fundraising costs high: -2

Static board: -3
Gender balanced board: +3

Grant maker support: +8

Overall GiG Score: 6

ST ANN'S HOSPICE

To provide supportive and specialist palliative care services,both within hospices and community settings, enabling individuals with a life limiting illness and their families and carers to maximise the quality of their lives.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

The Board composition appears to be rather static

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end
There is a pension deficit of £627,000
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Fundraising costs are high relative to funds raised

Established: 55 years

www.sah.org.uk

enquiries@sah.org.uk

01614983637

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	*	£13,834	£12,272	£1,561	£2,394	£25,697	£23,533	23	287	284
31/03/22	*	£16,040	£12,402	£3,638	£2,465	£23,363	£22,043	21.3	324	700
31/03/21		£14,574	£12,210	£2,363	£2,361	£18,764	£18,521	18.2	350	700
31/03/20		£12,498	£12,755	£-257	£2,728	£13,621	£13,424	12.6	334	715
31/03/19		£11,834	£11,862	£-28	£2,420	£14,820	£14,596	14.8	309	723
31/03/18		£11,262	£11,398	£-136	£2,336	£14,579	£14,486	15.3	313	0
31/03/17		£12,727	£11,522	£1,206	£2,654	£14,789	£14,678	15.3	241	0
31/03/16		£12,738	£11,479	£1,259	£2,552	£13,574	£13,504	14.1	223	0
31/03/15		£12,555	£10,878	£1,677	£2,299	£11,553	£11,357	12.5	236	0
31/03/14		£11,869	£10,751	£1,118	£2,366	£11,974	£11,227	12.5	242	0
31/03/13		£9,708	£10,585	£-877	£2,176	£10,267	£9,602	10.9	243	0
31/03/12		£9,884	£9,777	£107	£1,939	£11,062	£10,446	12.8	246	0
31/03/11		£11,066	£9,642	£1,423	£1,919	£12,577	£11,900	14.8	242	0
31/03/10		£9,449	£10,234	£-785	£1,948	£10,887	£10,356	12.1	239	0
31/03/09		£10,083	£9,446	£637	£1,662	£10,063	£9,507	12.1	246	0
31/03/08		£9,673	£8,931	£742	£1,552	£11,462	£10,896	14.6	239	0
31/03/07		£8,788	£8,830	£-43	£1,606	£11,017	£10,763	14.6	241	0
31/03/06		£9,793	£8,258	£1,536	£0	£0	£0	n/a	0	0
31/03/05		£7,999	£8,130	£-131	£0	£0	£0	n/a	0	0
31/03/04		£8,430	£7,786	£644	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 21.7%
Fundraising Costs/Total Spending: 19.7%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 5%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 92%
Reserves/Spending: 23 months
Net Current Assets/Spending: 19 months
Quick Ratio: 12.1

Asset Split ?

Listed activities

The Advancement Of Health Or Saving Of Lives

How it operates

Provides services

Where it operates

Bolton, Cheshire East, Manchester City, Salford City, Stockport, Trafford, Wigan,

Who it helps

The General Public/Mankind

Who works here?

287 employees
284 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

Wolfson Foundation	£250,000
Garfield Weston Foundation	£100,000
Masonic Trust	£28,218
The Rayne Foundation	£20,000

Specific Donations

Amount	When Months	To be used for
Wolfson Foundation - Grant to St Ann's Hospice
£250,000	09/12/2021	Centre for Palliative Care Education within new hospice development
Masonic Trust - MCF Hospice
£500	10/11/2021	Unrestricted funding for hospices
Masonic Trust - MCF Hospice
£1,765	10/11/2021	Unrestricted funding for hospices
Masonic Trust - MCF Hospice
£1,845	10/11/2021	Unrestricted funding for hospices
Garfield Weston Foundation - Major Grants award
£100,000	29/10/2021	A New Hospice for Greater Manchester
Sir Jules Thorn Charitable Trust - St Ann's Hospice - 29/04/21
£5,000	14/06/2021	Core Funding
The Rayne Foundation - Grant to St Ann’s Hospice
£20,000	19/01/2021	Towards a Homeless Palliative Care Service to deliver support to homeless people living with terminal illness.
Cheshire Community Foundation - Musical resources for Palliative Creative Therapy
£2,978	04/11/2020	St Ann's Hospice recently re-modelled their patient day therapy service, it is now called the Being You Centre (BYC), focussing on what’s important to patients and being themselves. They believe ....more St Ann's Hospice recently re-modelled their patient day therapy service, it is now called the Being You Centre (BYC), focussing on what’s important to patients and being themselves. They believe that an illness shouldn’t define anybody – they look past that and see a person, not just a patient or a diagnosis. Their ethos is to always treat people as the individuals that they are. Further to continuing Being You Centre service development, research indicates that patients can benefit from music based interventions. Benefits include; improve confidence, self-esteem, motivation, reduce depression – listening to music increases the amount of dopamine produced in the brain, reduce pain, anxiety management, relieve stress, positive impact on pulse, heart rate, blood pressure, respiration, may aid memory recall. Music itself is healing, and appeals to all cultures. People have a deep connection to music, the elements of music: rhythm, melody, tempo etc, are echoed in our physiology, functioning and being. St Ann's has a music therapist working with patients in the BYC and on inpatient units, and even virtually currently; a grant will provide musical instruments and equipment to conduct effective and constructive musical sessions and also to record sessions for families and memory boxes.
Masonic Trust - MCF Hospice UK Partnership
£24,108	06/03/2020	To provide a Palliative Care Coordinator role for people with learning disabilities living in Stockport
Masonic Trust - MCF Matched Funding
£2,500	28/03/2019	Unrestricted matched funding in partnership with the local masonic province
National Lottery Community Fund - Palliative Care Coordinator for Homeless People
£369,102	25/03/2019 60	The aim of the project is to provide support to homeless people towards the end of their life. Funding will be used for specialist staff.
Co-Operative Group - Grant to St Ann's Hospice
£2,838	29/11/2017	We would like to buy art and craft materials for our patients to undertake art therapy and create keepsakes for their loved ones.
Masonic Trust - Hospice Grant
£2,620	18/10/2017	Core funding for hospices
Masonic Trust - Hospice Grant
£2,930	18/10/2017	Core funding for hospices
Masonic Trust - Hospice Grant
£3,576	19/10/2016	Core funding for hospices
Masonic Trust - Hospice Grant
£4,565	19/10/2016	Core funding for hospices

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-77

DARREN HOLT BA ACA Appointed: 2019, Occupation: Finance Director

DR STEPHANIE GOMM Appointed: 2015, Occupation: Retired Medical Doctor

FIONA TAYLOR Appointed: 2016, Occupation: Chief Executive, Nhs

KATE SQUIRE Appointed: 2016, Occupation: Bbc Manager

MR MICHAEL BROWN, Occupation: Management Consultant

MR STEVE WILSON Appointed: 2018, Occupation: Executive Lead

MELANIE OGDEN MRPHARMS Appointed: 2019, Occupation: Retired

PROFESSOR JACQUELINE OLDHAM (Chair) Appointed: 2016, Occupation: Professor

Legal constitution

Charitable company registered in England & Wales on 05/03/1969, number: 258085
Registered at Companies House on 03/02/1969, number: 00947220

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
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; AR23: 47 days late, AR22: 58 days late,

Main office

St. Anns Hospice
St. Anns Road North
Heald Green
Cheadle
SK8 3SZ

Objectives

TO PROMOTE THE RELIEF OF ILLNESS OR SUFFERING BY:- 1. THE EXPERT CARE AND SUPPORT OF PEOPLE WITH PALLIATIVE AND END OF LIFE NEEDS 2. THE PROVISION OF SERVICES TO PROMOTE HEALTH AND WELLBEING FOR PATIENTS AND CARERS 3. THE CARE AND SUPPORT OF FAMILY AND FRIENDS WHO HAVE BEEN BEREAVED 4. THE ADVANCEMENT OF HIGH QUALITY PALLIATIVE AND END OF LIFE CARE THROUGHOUT THE COMMUNITY

Defined Area of Benefit:

SEE OBJECTS

Data Sources