Overall GiG Score: 13 ?
Finance Score: -2
Governance Score: 8
Support Score: 7
  • Liabilities <10%: +3
  • Excess liquidity: -1
  • Large legacies income: +1
  • Fundraising costs high: -5
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +7

ST MARGARET'S SOMERSET HOSPICE 

St Margaret's Hospice Care delivers and supports high quality, responsive and compassionate care to patients and their families facing a life-limiting illness within the community of Somerset. With hospice sites in Yeovil and Taunton, a community team caring for patients in their own homes and a 24-hour advice line, we strive to reach everyone that needs our care and expertise.
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 and a Community Foundation
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • There are 17 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • Liquidity appeared to be in excess of CC guidelines at the latest year end
  • Fundraising costs are extremely high relative to funds raised
Established: 44 years

www.st-margarets-hospice.org.uk

info@st-margarets-hospice.org.uk

01823365603

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
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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£14,290£13,964£326£5,667£22,984£20,63217.7341919
31/03/22£14,625£12,683£1,941£5,397£23,357£20,89419.8223600
31/03/21£13,096£11,258£1,838£4,318£20,915£18,28619.5329500
31/03/20£13,443£13,801£-358£5,911£17,984£2,7522.44101,200
31/03/19£14,899£14,328£571£6,198£18,449£15,70513.24511,200
31/03/18£13,335£13,193£142£5,556£17,520£14,70213.42650
31/03/17£12,152£12,124£28£4,891£17,404£14,65814.53930
30/03/16*£12,143£11,794£349£4,615£16,556£13,04513.33410
31/03/15£10,041£10,809£-768£3,715£16,267£12,68914.12440
31/03/14£10,924£9,660£1,264£3,119£16,019£12,32615.32320
31/03/13£8,873£9,626£-753£2,703£14,680£11,57214.42310
31/03/12£8,523£9,793£-1,271£2,516£15,124£10,74813.22420
31/03/11£10,176£9,949£227£2,424£14,352£10,03812.12250
31/03/10£8,493£9,321£-827£2,269£13,855£9,81512.62260
31/03/09£8,061£8,531£-469£2,203£13,405£9,34213.12090
31/03/08£10,226£8,327£1,899£1,949£15,591£11,798172270
31/03/07£7,690£7,241£448£1,740£14,119£11,62619.32180
31/03/06£7,385£6,440£945£0£0£0n/a00
31/03/05£5,616£5,715£-99£0£0£0n/a00
31/03/04£5,512£4,988£524£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 78.7%
Fundraising Costs/Total Spending: 40.9%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 5%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 17.7 months
Net Current Assets/Spending: 7 months
Quick Ratio: 4.2
Asset Split ?
What it does
  • The Advancement Of Health Or Saving Of Lives
Who works here?
  • 341 employees
  • 919 volunteers
Who it helps
  • The General Public/Mankind
How it operates
  • Provides services
Where it operates
  • North Somerset, Somerset,

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£120,000
BBC Children in Need£76,359
DCMS£25,453
The Rayne Foundation£20,000
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Bereavement Support for Teenage Boys
£9,963 06/01/2023
The funding will be used to provide support and engagement activities for teenage boys affected by a bereavement. The project aims to help process loss develop coping mechanisms and improve quality ....more
Co-Operative Group - Grant to St Margaret's Somerset Hospice
£3,611 22/10/2022
We will bring together bereaved young families for therapeutic crafting activity days. They will paint stones in memory, and help create a permanent memorial mosaic in our hospice garden.
Somerset Community Foundation - Care for people with life-limiting illnesses in Somerset
£5,000 10/05/2022
Care for people with life-limiting illnesses in Somerset
Sir Jules Thorn Charitable Trust - St Margaret?s Somerset Hospice - 29/09/21
£5,000 29/11/2021
Core Funding
Masonic Trust - MCF Hospice
£1,565 10/11/2021
Unrestricted funding for hospices
Masonic Trust - MCF Hospice
£1,000 10/11/2021
Unrestricted funding for hospices
Co-Operative Group - Grant to St Margaret’s Hospice Care
£2,457 23/10/2021
We'd like to purchase specialised exercise equipment to enhance our Yeovil physiotherapy room and offer group sessions, enabling our patients to improve their mobility, resilience and quality of life.
The Rayne Foundation - Grant to St Margaret's Somerset Hospice
£10,000 28/05/2021
Towards the palliative care network which provides advice and support to care homes on managing end of life.
Somerset Community Foundation - Core running costs of hospices in Taunton and Yeovil
£5,000 15/03/2021
8
Grant to St Margaret's Hospice
Wolfson Foundation - Grant to St Margaret's Somerset Hospice
£120,000 09/12/2020
WF Covid-19 Support Fund
BBC Children in Need - Grant to St Margaret’s Somerset Hospice
£76,359 09/09/2020
18
COVID19 - This project will deliver online and socially distanced support services to children who are recently bereaved or have a terminally ill parent, isolated as a result of Covid 19. It will ....more
DCMS - VSCE CMC Fund
£25,453 30/06/2020
NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more
Somerset Community Foundation - COVID19 24 hour advice line for people facing a life limiting illness and their carers
£2,000 03/04/2020
24 hour advice line for people facing a life limiting illness and their carers
National Lottery Community Fund - St Margaret?s Improved Loo Experience
£9,800 18/07/2019
12
The funding will be used to refurbish the main toilet area at the hospice. The project aims to provide safe, clean, hygienic facilities.
The Rayne Foundation - Grant to St Margaret's Somerset Hospice
£10,000 12/06/2019
12
Towards Project Echo which will share specialist palliative care knowledge wtih care staff, improving identification and care of residents approaching the end of life.
Garfield Weston Foundation - Main Grants award
£25,000 07/03/2019
Community Palliative Care Support in Somerset
Wolfson Foundation - Grant to St Margaret's Somerset Hospice
£100,000 05/12/2018
Extension to accommodate IT team providing digital support for patient care and staff professional development
Garfield Weston Foundation - Main Grants award
£25,000 13/07/2017
St Margaret's Hospice Advice Line/Central Referral Centre
Masonic Trust - Hospice Grant
£2,718 19/10/2016
Core funding for hospices
Masonic Trust - Hospice Grant
£2,718 19/10/2016
Core funding for hospices
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (17)
Current Trustees appointed
Gender Split
Based on 15/17 persons

Age Range of Trustees: 32-72
  • EMMA WEBBER Appointed: 2021, Occupation: Head Of Marketing
  • PIP TUCKER Appointed: 2019, Occupation: Publice Health Specialist
  • SUE STEEN Appointed: 2022, Occupation: Director
  • TOM SAMUEL Appointed: 2013, Occupation: Managing Director
Legal constitution
  • Charitable company registered in England & Wales on 05/03/1980, number: 279473
  • Registered at Companies House on 07/01/1980, number: 01471345
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Other Regulators
  • Care Quality Commission
  • Financial Conduct Authority
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; AR16: 3 days late,
Recent reorganisation events:
  • Asset transfer in from INNER WHEEL CLUB OF LANGPORT AND SOMERTON BENEVOLENT FUND on 12/08/2022
  • Asset transfer in from YEOVIL COUNSELLING AND PREGNANCY CRISIS TRUST on 06/02/2024
Main office

ST. MARGARETS SOMERSET HOSPICE
HERON DRIVE
BISHOPS HULL
TAUNTON
TA1 5HA

Objectives

THE PROMOTION RELIEF OF SICKNESS BY SUCH CHARITABLE MEANS AS THE ASSOCIATION SHALL THINK FIT. (FOR DETAILS SEE ARTICLE 7 OF THE ARTICLES OF ASSOCIATION).

Defined Area of Benefit:

ENGLAND AND WALES

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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