Finance Score: -1

Governance Score: 6

Support Score: 8

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

Good trustee age range: +3
Dynamic board: +3

Overall weighted support: +8

Overall GiG Score: 13

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 several prominent grant makers recently
This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age 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

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		£5,243	£4,364	£878	£995	£7,956	£7,912	21.8	108	261
31/03/22		£4,412	£3,511	£901	£901	£7,177	£7,117	24.3	97	270
31/03/21		£4,325	£3,399	£926	£807	£6,279	£6,205	21.9	94	300
31/03/20		£3,466	£3,313	£153	£916	£5,222	£5,194	18.8	96	330
31/03/19		£3,161	£3,329	£-168	£825	£5,153	£5,091	18.4	93	320
31/03/18		£2,959	£3,125	£-166	£722	£5,291	£5,144	19.7	92	0
31/03/17		£3,024	£2,916	£108	£624	£5,460	£5,431	22.4	84	0
31/03/16		£3,802	£2,829	£973	£630	£5,353	£5,315	22.5	71	0
31/03/15		£3,326	£2,676	£650	£631	£4,403	£4,337	19.4	61	0
31/03/14		£2,987	£2,416	£571	£599	£3,749	£3,492	17.3	56	0
31/03/13		£2,716	£2,260	£456	£550	£3,181	£3,094	16.4	48	0
31/03/12		£2,977	£2,022	£955	£528	£2,727	£1,803	10.7	48	0
31/03/11		£2,517	£2,185	£332	£529	£1,769	£921	5.1	42	0
31/03/10	*	£1,920	£2,285	£-364	£610	£1,437	£823	4.3	51	0
31/03/09	*	£2,554	£2,162	£392	£566	£1,166	£547	3	51	0
31/03/08	*	£2,545	£2,464	£80	£513	£777	£147	0.7	46	0
31/03/07	*	£2,263	£2,290	£-26	£665	£700	£700	3.7	47	0
31/03/06	*	£2,162	£2,271	£-110	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£1,646	£2,058	£-412	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£1,508	£1,680	£-172	n/a	n/a	n/a	n/a	n/a	n/a

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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 ?

Balance Sheet History

Established: 38 years

www.stmaryshospice.org

info@stmaryshospice.org.uk

01229580305

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice & bereavement services

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 it helps

Elderly/Old People
Other Defined Groups
People With Disabilities
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

Cumbria Community Foundation	£115,603
Wolfson Foundation	£100,000
National Lottery Community Fund	£60,113
Co-Operative Group	£15,504

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 community and for third sector organisations enabling ....more 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 community and for third sector organisations enabling them to provide appropriate support for grief and loss within their own settings. The project aims to enhance bereavement support across the wider community to help with Covid recovery and reduce the risk of long-term mental health issues.
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 to help reduce isolation by a virtual coffee and ....more 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 to help reduce isolation by a virtual coffee and chat setting and maximise bereavement support and referral pathways by linking with other services.
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

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 46-78

ALYSON DICKSON Appointed: 2020, Occupation: Retired

ANDREW JAMES Appointed: 2021, Occupation: Consultant

ANDREW WREN (Chair) Appointed: 2016, Occupation: Chief Executive

DR JAMES O'DONOVAN Appointed: 2023, Occupation: Doctor

GRAHAM SERVANTE Appointed: 2015, Occupation: Company Director

JAMES HIGGINS Appointed: 2021, Occupation: Company Director

JANE MICHELLE ROSS Appointed: 2024, Occupation: Director

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

05/01/2022 - Asset transfer in from ULVERSTON DARBY AND JOAN REST ROOM
14/07/2023 - Asset transfer in from ROTARY CLUB OF AMBLESIDE TRUST FUND
14/07/2023 - Asset transfer in from ROTARY CLUB OF AMBLESIDE TRUST FUND

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

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