Finance Score: 0
Governance Score: 4
Support Score: 7
  • Liabilities <10%: +3
  • Excess liquidity: -1
  • Large legacies income: +1
  • Pension deficit: -1
  • Fundraising costs high: -2
  • Good trustee age range: +3
  • Gender balanced board: +3
  • Multiple returns filed late: -2
  • Overall weighted support: +7
Overall GiG Score: 11 ?

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
  • 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 gender

Regulatory & Governance issues to consider:

  • Returns have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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
  • Fundraising costs are 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*£13,834£12,272£1,561£2,394£25,697£23,53323287284
31/03/22*£16,040£12,402£3,638£2,465£23,363£22,04321.3324700
31/03/21£14,574£12,210£2,363£2,361£18,764£18,52118.2350700
31/03/20£12,498£12,755£-257£2,728£13,621£13,42412.6334715
31/03/19£11,834£11,862£-28£2,420£14,820£14,59614.8309723
31/03/18£11,262£11,398£-136£2,336£14,579£14,48615.33130
31/03/17£12,727£11,522£1,206£2,654£14,789£14,67815.32410
31/03/16£12,738£11,479£1,259£2,552£13,574£13,50414.12230
31/03/15£12,555£10,878£1,677£2,299£11,553£11,35712.52360
31/03/14£11,869£10,751£1,118£2,366£11,974£11,22712.52420
31/03/13£9,708£10,585£-877£2,176£10,267£9,60210.92430
31/03/12£9,884£9,777£107£1,939£11,062£10,44612.82460
31/03/11£11,066£9,642£1,423£1,919£12,577£11,90014.82420
31/03/10£9,449£10,234£-785£1,948£10,887£10,35612.12390
31/03/09£10,083£9,446£637£1,662£10,063£9,50712.12460
31/03/08£9,673£8,931£742£1,552£11,462£10,89614.62390
31/03/07£8,788£8,830£-43£1,606£11,017£10,76314.62410
31/03/06£9,793£8,258£1,536n/an/an/an/an/an/a
31/03/05£7,999£8,130£-131n/an/an/an/an/an/a
31/03/04£8,430£7,786£644n/an/an/an/an/an/a

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 ?
Balance Sheet History
Established: 56 years

www.sah.org.uk

enquiries@sah.org.uk

01614983637

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Hospice & bereavement services
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 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
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 that an illness shouldn’t define anybody – they ....more
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 (10)
Current Trustees appointed
Gender Split

Age Range of Trustees: 32-74
  • ANITA ROLFE Appointed: 2024, Occupation: Nurse
  • 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 STEVE WILSON Appointed: 2018, Occupation: Executive Lead
  • MELANIE OGDEN MRPHARMS Appointed: 2019, Occupation: Retired
  • PAULA TANNER Appointed: 2024, Occupation: Chartered Accountant
  • PROFESSOR JACQUELINE OLDHAM (Chair) Appointed: 2016, Occupation: Professor
  • RUSSELL KAMINSKI Appointed: 2024, Occupation: Solicitor
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

Charity Commission for England and Wales
360 Giving

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