HUGH SEXEY'S HOSPITAL — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 25 June 2009
Removed: Not supplied
Company number supplied: 06906918
Financial period: 1 November 2024 – 31 October 2025
Latest income: £704,117
Latest expenditure: £1,084,809
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: The Master's Office, Sexeys Hospital, BRUTON, Somerset, BA10 0AS

Website recorded by the regulator: https://www.sexeyshospital.org/ (displayed as text)

02 Activities

What the charity does

The main objects of the Hospital are -The provision of housing accommodation in the almshouses known as Hugh Sexey's Hospital, Bruton, for elderly people (the 'residents') who are in need, hardship or distress - Such charitable purposes for the benefit of the residents as the Visitors (trustees) decide - Such other charitable purposes as the Visitors decide

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 November 2024
Fin Period End Date: 31 October 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 August 2026
Date Annual Return Received: 27 July 2026
Date Accounts Received: 27 July 2026
Total Gross Income: £704,117
Total Gross Expenditure: £1,084,809

Fin Period Start Date: 1 November 2023
Fin Period End Date: 31 October 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 August 2025
Date Annual Return Received: 24 July 2025
Date Accounts Received: 24 July 2025
Total Gross Income: £729,408
Total Gross Expenditure: £1,047,592

Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 August 2024
Date Annual Return Received: 2 August 2024
Date Accounts Received: 2 August 2024
Total Gross Income: £586,182
Total Gross Expenditure: £1,101,722

Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 October 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 August 2023
Date Annual Return Received: 20 July 2023
Date Accounts Received: 20 July 2023
Total Gross Income: £537,646
Total Gross Expenditure: £712,714

Fin Period Start Date: 1 November 2020
Fin Period End Date: 31 October 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 August 2022
Date Annual Return Received: 21 July 2022
Date Accounts Received: 21 July 2022
Total Gross Income: £562,911
Total Gross Expenditure: £767,260

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 November 2024
Fin Period End Date: 31 October 2025
Ar Due Date: 31 August 2026
Ar Received Date: 27 July 2026
Total Gross Income: £704,117
Total Gross Expenditure: £1,084,809
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 November 2023
Fin Period End Date: 31 October 2024
Ar Due Date: 31 August 2025
Ar Received Date: 24 July 2025
Total Gross Income: £729,408
Total Gross Expenditure: £1,047,592
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Due Date: 31 August 2024
Ar Received Date: 2 August 2024
Total Gross Income: £586,182
Total Gross Expenditure: £1,101,722
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 October 2022
Ar Due Date: 31 August 2023
Ar Received Date: 20 July 2023
Total Gross Income: £537,646
Total Gross Expenditure: £712,714
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: Yes
Charity Agreement Commerical Participator: Yes
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 November 2020
Fin Period End Date: 31 October 2021
Ar Due Date: 31 August 2022
Ar Received Date: 21 July 2022
Total Gross Income: £562,911
Total Gross Expenditure: £767,260
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: Yes
Charity Agreement Professional Fundraiser: Yes
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 November 2024
Fin Period End Date: 31 October 2025
Ar Due Date: 31 August 2026
Ar Received Date: 27 July 2026
Income Donations And Legacies: 2825
Income Other Trading Activities: 0
Income Charitable Activities: 245177
Income Investments: 434243
Income Other: 21872
Income Total Income And Endowments: 704117
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £196,637
Expenditure Charitable Expenditure: £888,172
Expenditure Other: 0
Expenditure Total: 1084809
Expenditure Investment Management: 196637
Expenditure Grants Institution: 741
Expenditure Governance: 11524
Expenditure Support Costs: 646531
Expenditure Depreciation: 0
Gain Loss Investment: 304707
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 410853
Gain Loss Other: 0
Reserves: £21,715,600
Assets Total Fixed: 21704958
Assets Own Use: 1100000
Assets Long Term Investment: 20604958
Defined Benefit Pension Scheme: 0
Assets Other Assets: £145,520
Assets Total Liabilities: £134,878
Assets Current Investment: 0
Assets Total Assets And Liabilities: £21,715,600
Creditors One Year Total Current: 134878
Creditors Falling Due After One Year: 0
Assets Cash: £108,593
Funds Endowment: 21499627
Funds Unrestricted: 215973
Funds Restricted: 0
Funds Total: 21715600
Count Employees: 5
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 November 2023
Fin Period End Date: 31 October 2024
Ar Due Date: 31 August 2025
Ar Received Date: 24 July 2025
Income Donations And Legacies: 9996
Income Other Trading Activities: 0
Income Charitable Activities: 234472
Income Investments: 434940
Income Other: 50000
Income Total Income And Endowments: 729408
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £168,206
Expenditure Charitable Expenditure: £879,386
Expenditure Other: 0
Expenditure Total: 1047592
Expenditure Investment Management: 168206
Expenditure Grants Institution: 1932
Expenditure Governance: 8746
Expenditure Support Costs: 621991
Expenditure Depreciation: 0
Gain Loss Investment: 552487
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 152304
Gain Loss Other: 0
Reserves: £21,380,732
Assets Total Fixed: 21316915
Assets Own Use: 1100000
Assets Long Term Investment: 20216915
Defined Benefit Pension Scheme: 0
Assets Other Assets: £146,621
Assets Total Liabilities: £82,804
Assets Current Investment: 0
Assets Total Assets And Liabilities: £21,380,732
Creditors One Year Total Current: 82804
Creditors Falling Due After One Year: 0
Assets Cash: £115,199
Funds Endowment: 21119861
Funds Unrestricted: 260871
Funds Restricted: 0
Funds Total: 21380732
Count Employees: 5
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Due Date: 31 August 2024
Ar Received Date: 2 August 2024
Income Donations And Legacies: 4801
Income Other Trading Activities: 0
Income Charitable Activities: 194487
Income Investments: 386894
Income Other: 0
Income Total Income And Endowments: 586182
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £176,640
Expenditure Charitable Expenditure: £925,082
Expenditure Other: 0
Expenditure Total: 1101722
Expenditure Investment Management: 176640
Expenditure Grants Institution: 932
Expenditure Governance: 7135
Expenditure Support Costs: 583454
Expenditure Depreciation: 0
Gain Loss Investment: 72719
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 1517632
Gain Loss Other: 0
Reserves: £70,917
Assets Total Fixed: 20790282
Assets Own Use: 1100000
Assets Long Term Investment: 19690282
Defined Benefit Pension Scheme: 0
Assets Other Assets: £306,797
Assets Total Liabilities: £102,954
Assets Current Investment: 0
Assets Total Assets And Liabilities: £20,994,125
Creditors One Year Total Current: 102954
Creditors Falling Due After One Year: 0
Assets Cash: £277,608
Funds Endowment: 20692175
Funds Unrestricted: 301950
Funds Restricted: 0
Funds Total: 20994125
Count Employees: 5
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 October 2022
Ar Due Date: 31 August 2023
Ar Received Date: 20 July 2023
Income Donations And Legacies: 4941
Income Other Trading Activities: 0
Income Charitable Activities: 162766
Income Investments: 369939
Income Other: 0
Income Total Income And Endowments: 537646
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £113,947
Expenditure Charitable Expenditure: £598,767
Expenditure Other: 0
Expenditure Total: 712714
Expenditure Investment Management: 113947
Expenditure Grants Institution: 932
Expenditure Governance: 7743
Expenditure Support Costs: 522683
Expenditure Depreciation: 0
Gain Loss Investment: -411943
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 1068376
Gain Loss Other: -650000
Reserves: £19,919,313
Assets Total Fixed: 18724568
Assets Own Use: 1100000
Assets Long Term Investment: 17624568
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,908,235
Assets Total Liabilities: £713,490
Assets Current Investment: 0
Assets Total Assets And Liabilities: £19,919,313
Creditors One Year Total Current: 713490
Creditors Falling Due After One Year: 0
Assets Cash: £1,888,974
Funds Endowment: 19468314
Funds Unrestricted: 450999
Funds Restricted: 0
Funds Total: 19919313
Count Employees: 5
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 November 2020
Fin Period End Date: 31 October 2021
Ar Due Date: 31 August 2022
Ar Received Date: 21 July 2022
Income Donations And Legacies: 18148
Income Other Trading Activities: 0
Income Charitable Activities: 169814
Income Investments: 374949
Income Other: 0
Income Total Income And Endowments: 562911
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £101,970
Expenditure Charitable Expenditure: £665,290
Expenditure Other: 0
Expenditure Total: 767260
Expenditure Investment Management: 101970
Expenditure Grants Institution: 932
Expenditure Governance: 6232
Expenditure Support Costs: 507947
Expenditure Depreciation: 0
Gain Loss Investment: 479204
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 2897138
Gain Loss Other: 0
Reserves: £20,087,948
Assets Total Fixed: 20054780
Assets Own Use: 1100000
Assets Long Term Investment: 18954780
Defined Benefit Pension Scheme: 0
Assets Other Assets: £151,634
Assets Total Liabilities: £118,466
Assets Current Investment: 0
Assets Total Assets And Liabilities: £20,087,948
Creditors One Year Total Current: 118466
Creditors Falling Due After One Year: 0
Assets Cash: £87,112
Funds Endowment: 19551729
Funds Unrestricted: 536219
Funds Restricted: 0
Funds Total: 20087948
Count Employees: 5
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Somerset
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

08 Official extract

Charity Event History

Charity Name: HUGH SEXEY'S HOSPITAL
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2009-06-25T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 15 MAY 2009 as amended on 08 Oct 2021
Charitable Objects: 1 THE PROVISION OF HOUSING ACCOMMODATION IN THE ALMSHOUSES KNOWN AS HUGH SEXEY'S HOSPITAL, BRUTON, FOR ELDERLY PEOPLE (THE 'RESIDENTS') WHO ARE IN NEED, HARDSHIP OR DISTRESS2 SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE VISITORS DECIDE (AND IN THIS MEMORANDUM THE TERM 'VISITOR' SHALL MEAN A TRUSTEE OF THE CHARITY3 SUCH OTHER CHARITABLE PURPOSES AS THE VISITORS DECIDE
Area Of Benefit: HUGH SEXEY'S HOSPITAL, BRUTON

10 Official extract

Charity Policy

Policy Name: Risk management

Policy Name: Trustee expenses policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Conflicting interests

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints handling

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Investment

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Paying staff