Overall GiG Score: 17 ?
Finance Score: -1
Governance Score: 9
Support Score: 9
  • Liabilities <10%: +3
  • Excess liquidity: -1
  • Fundraising costs high: -3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +9

HOSPICE OF ST MARY OF FURNESS 

St Mary's Hospice is the dedicated provider in South Cumbria of comprehensive specialised supportive and palliative care for people with life limiting conditions. Facilities and services are available to all adults who are facing the end of life, and to their families, carers and the bereaved.
Analysis by Giving is Great

Positives:

  • The charity has received backing from multiple prominent grant makers recently
  • This charity has a robust balance sheet
  • Spending has increased over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

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 high relative to funds raised
Established: 38 years

www.stmaryshospice.org

info@stmaryshospice.org.uk

01229580305

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£5,243£4,364£878£995£7,956£7,91221.8108261
31/03/22£4,412£3,511£901£901£7,177£7,11724.397270
31/03/21£4,325£3,399£926£807£6,279£6,20521.994300
31/03/20£3,466£3,313£153£916£5,222£5,19418.896330
31/03/19£3,161£3,329£-168£825£5,153£5,09118.493320
31/03/18£2,959£3,125£-166£722£5,291£5,14419.7920
31/03/17£3,024£2,916£108£624£5,460£5,43122.4840
31/03/16£3,802£2,829£973£630£5,353£5,31522.5710
31/03/15£3,326£2,676£650£631£4,403£4,33719.4610
31/03/14£2,987£2,416£571£599£3,749£3,49217.3560
31/03/13£2,716£2,260£456£550£3,181£3,09416.4480
31/03/12£2,977£2,022£955£528£2,727£1,80310.7480
31/03/11£2,517£2,185£332£529£1,769£9215.1420
31/03/10*£1,920£2,285£-364£610£1,437£8234.3510
31/03/09*£2,554£2,162£392£566£1,166£5473510
31/03/08*£2,545£2,464£80£513£777£1470.7460
31/03/07*£2,263£2,290£-26£665£700£7003.7470
31/03/06*£2,162£2,271£-110£0£0£0n/a00
31/03/05£1,646£2,058£-412£0£0£0n/a00
31/03/04£1,508£1,680£-172£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 29.1%
Fundraising Costs/Total Spending: 23.1%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 3%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 21.8 months
Net Current Assets/Spending: 12 months
Quick Ratio: 14.5
Asset Split ?
What it does
  • The Advancement Of Health Or Saving Of Lives
Who works here?
  • 108 employees
  • 261 volunteers
Who it helps
  • Elderly/Old People
  • Other Defined Groups
  • People With Disabilities
  • The General Public/Mankind
How it operates
  • Other charitable activities
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Cumbria,

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
Cumbria Community Foundation£115,603
Wolfson Foundation£100,000
National Lottery Community Fund£60,113
Co-Operative Group£23,468
Specific Donations
Amount When
Months
To be used for
Co-Operative Group - Grant to St Mary's Hospice
£5,537 21/10/2023
We will recruit, train and support staff and volunteers as mental health first aiders, to enhance much needed mental health support for our community.
Wolfson Foundation - Grant to St Mary's Hospice
£100,000 08/06/2023
New patient entrance and reconfiguration of reception area
Masonic Trust - MCF Festival
£2,500 13/02/2023
Towards the purchase of a Vital Signs Monitor and towards the cost of the development and purchase of equipment for a skills lab/training room to ensure the ongoing training of staff.
National Lottery Community Fund - Strengthening Bereavement Support locally: from the community for the community
£8,446 27/05/2022
The funding will be used to recruit and train more bereavement support volunteers to continue and further develop its services. Once trained volunteers will deliver bereavement training in the ....more
Masonic Trust - MCF Hospice
£1,375 10/11/2021
Unrestricted funding for hospices
Co-Operative Group - Grant to St Mary's Hospice, Ulverston
£5,884 23/10/2021
We would like to run an outdoor bereavement support programme that brings people together through gardening, and helps those in our community experiencing loss.
Cumbria Community Foundation - Donor directed COVID-19 Hospice at Home Service
£50,000 20/01/2021
Donor directed COVID-19- Staff costs for Junior Sister
Cumbria Community Foundation - Staff costs
£20,326 19/11/2020
Staff costs
Co-Operative Group - Grant to St Mary's Hospice
£4,083 24/10/2020
To help people living with advancing illness access our range of therapies in Ulverston and Barrow we will buy new specialist equipment.
Cumbria Community Foundation - Lap tops to support secure and remote service delivery
£10,277 22/10/2020
Lap tops to support secure and remote service delivery
Masonic Trust - MCF Matched Funding
£2,500 16/09/2020
Unrestricted matched funding in partnership with the local masonic province
National Lottery Community Fund - St Marys Hospice Covid Response
£41,667 26/05/2020
6
The funding will provide valuable financial to support to an important charity in the area which provides essential care for terminally ill people in the South Cumbria area.
National Lottery Community Fund - Covid-19 Response: Bereavement Support
£10,000 07/05/2020
12
The funding will be used to extend the support they can offer those who have experienced the loss of a loved one during the COVID-19 pandemic. The project aims to offer opportunities for peer support ....more
Cumbria Community Foundation - Staff costs
£10,000 29/04/2020
3
Staff costs
Cumbria Community Foundation - Donor directed COVID-19 Hospice at Home Service
£25,000 07/04/2020
5
Donor directed COVID-19 Hospice at Home Service
Co-Operative Group - Grant to St Mary's Hospice
£7,965 15/11/2019
We want to create a family kitchen and a more open and welcoming reception for people staying on our in patient unit.
Masonic Trust - Hospice UK partnership
£19,995 21/02/2018
Emotional support through DIY upcycling workshops for carers, pre- and post- bereavement adults and people with life-limiting conditions
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split

Age Range of Trustees: 45-77
  • ANDREW WREN (Chair) Appointed: 2016, Occupation: Chief Executive
  • RICHARD BIRD Appointed: 2016, Occupation: Retired Managing Director
Legal constitution
  • Charitable company registered in England & Wales on 14/07/1986, number: 517738
  • Registered at Companies House on 02/05/1986, number: 02016831
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Other Regulators
  • Care Quality Commission
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; AR10: 2 days late, AR09: 229 days late, AR08: 27 days late, AR07: 170 days late, AR06: 2 days late,
Recent reorganisation events:
  • Asset transfer in from ULVERSTON DARBY AND JOAN REST ROOM on 05/01/2022
  • Asset transfer in from ROTARY CLUB OF AMBLESIDE TRUST FUND on 14/07/2023
  • Asset transfer in from ROTARY CLUB OF AMBLESIDE TRUST FUND on 14/07/2023
Main office

ST. MARYS HOSPICE
FORD PARK
ULVERSTON
LA12 7JP

Objectives

THE OBJECTS OF THE CHARITY ARE TO PROMOTE THE RELIEF OF ILLNESS, SICKNESS OR SUFFERING BY:1. THE EXPERT CARE AND SUPPORT OF ADULTS 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. PROMOTING 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
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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