01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 15 September 1982
- Removed
- Not supplied
- Company number supplied
- 01660450
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £2,853,469
- Latest expenditure
- £2,826,818
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Paul Sartori Foundation Ltd, Paul Sartori House, Winch Lane, HAVERFORDWEST, SA61 1RP
Website recorded by the regulator: www.paulsartori.org (displayed as text)
02 Activities
What the charity does
To enable people living in the later stages of any life limiting illness to die at home with dignity, independence & surrounded by their loved ones if that is their choice. Services include, hands on care, equipment loan, physiotherapy, complementary therapy, counselling, bereavement, a Clinical Nurse Specialist, training & advanced care planning. Services are free of charge, 24/7, 365 days a year
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 22 December 2025
- Date Accounts Received
- 22 December 2025
- Total Gross Income
- £2,853,469
- Total Gross Expenditure
- £2,826,818
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 28 January 2025
- Date Accounts Received
- 28 January 2025
- Total Gross Income
- £3,290,694
- Total Gross Expenditure
- £2,550,770
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 13 December 2023
- Date Accounts Received
- 13 December 2023
- Total Gross Income
- £2,630,359
- Total Gross Expenditure
- £2,502,974
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 21 December 2022
- Date Accounts Received
- 21 December 2022
- Total Gross Income
- £2,531,963
- Total Gross Expenditure
- £2,272,950
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 21 January 2022
- Date Accounts Received
- 21 January 2022
- Total Gross Income
- £2,195,130
- Total Gross Expenditure
- £1,957,840
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 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 22 December 2025
- Total Gross Income
- £2,853,469
- Total Gross Expenditure
- £2,826,818
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 2
- Count Govt Grants
- £3
- Income From Government Contracts
- 213398
- Income From Government Grants
- £250,028
- 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
- 281
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 28 January 2025
- Total Gross Income
- £3,290,694
- Total Gross Expenditure
- £2,550,770
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 2
- Count Govt Grants
- £4
- Income From Government Contracts
- 213399
- Income From Government Grants
- £235,654
- 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
- 258
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 13 December 2023
- Total Gross Income
- £2,630,359
- Total Gross Expenditure
- £2,502,974
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 2
- Count Govt Grants
- £2
- Income From Government Contracts
- 239422
- Income From Government Grants
- £75,600
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- Yes
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 217
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 21 December 2022
- Total Gross Income
- £2,531,963
- Total Gross Expenditure
- £2,272,950
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 2
- Charity Receives Govt Funding Grants
- No
- Income From Government Contracts
- 358515
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 224
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 21 January 2022
- Total Gross Income
- £2,195,130
- Total Gross Expenditure
- £1,957,840
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 2
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £11
- Income From Government Contracts
- 242218
- Income From Government Grants
- £956,003
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 130
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 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 22 December 2025
- Income Donations And Legacies
- 631042
- Income Other Trading Activities
- 1634810
- Income Charitable Activities
- 478426
- Income Investments
- 108661
- Income Other
- 530
- Income Total Income And Endowments
- 2853469
- Income Legacies
- 163419
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,502,627
- Expenditure Charitable Expenditure
- £1,324,191
- Expenditure Other
- 0
- Expenditure Total
- 2826818
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 10736
- Expenditure Support Costs
- 393043
- Expenditure Depreciation
- 27370
- Gain Loss Investment
- 465
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,402,790
- Assets Total Fixed
- 801943
- Assets Own Use
- 598903
- Assets Long Term Investment
- 203040
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,708,660
- Assets Total Liabilities
- £265,859
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £3,244,744
- Creditors One Year Total Current
- 264896
- Creditors Falling Due After One Year
- 963
- Assets Cash
- £2,189,595
- Funds Endowment
- 0
- Funds Unrestricted
- 3048984
- Funds Restricted
- 195760
- Funds Total
- 3244744
- Count Employees
- 93
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 28 January 2025
- Income Donations And Legacies
- 950864
- Income Other Trading Activities
- 1559739
- Income Charitable Activities
- 741013
- Income Investments
- 38778
- Income Other
- 300
- Income Total Income And Endowments
- 3290694
- Income Legacies
- 613430
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,353,892
- Expenditure Charitable Expenditure
- £1,196,878
- Expenditure Other
- 0
- Expenditure Total
- 2550770
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 10310
- Expenditure Support Costs
- 302978
- Expenditure Depreciation
- 29666
- Gain Loss Investment
- 4002
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,086,700
- Assets Total Fixed
- 814029
- Assets Own Use
- 619923
- Assets Long Term Investment
- 194106
- Defined Benefit Pension Scheme
- -439
- Assets Other Assets
- £2,508,110
- Assets Total Liabilities
- £104,072
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £3,217,628
- Creditors One Year Total Current
- 104072
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,494,444
- Funds Endowment
- 0
- Funds Unrestricted
- 2777453
- Funds Restricted
- 440175
- Funds Total
- 3217628
- Count Employees
- 90
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 13 December 2023
- Income Donations And Legacies
- 679527
- Income Other Trading Activities
- 1551505
- Income Charitable Activities
- 315022
- Income Investments
- 14046
- Income Other
- 70259
- Income Total Income And Endowments
- 2630359
- Income Legacies
- 276023
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,275,080
- Expenditure Charitable Expenditure
- £1,227,894
- Expenditure Other
- 0
- Expenditure Total
- 2502974
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 9707
- Expenditure Support Costs
- 272522
- Expenditure Depreciation
- 31435
- Gain Loss Investment
- -5925
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,755,625
- Assets Total Fixed
- 830150
- Assets Own Use
- 646191
- Assets Long Term Investment
- 183959
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,746,739
- Assets Total Liabilities
- £103,187
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,473,702
- Creditors One Year Total Current
- 102250
- Creditors Falling Due After One Year
- 937
- Assets Cash
- £1,398,757
- Funds Endowment
- 0
- Funds Unrestricted
- 2400879
- Funds Restricted
- 72823
- Funds Total
- 2473702
- Count Employees
- 87
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 21 December 2022
- Income Donations And Legacies
- 637923
- Income Other Trading Activities
- 1247819
- Income Charitable Activities
- 591129
- Income Investments
- 6399
- Income Other
- 48693
- Income Total Income And Endowments
- 2531963
- Income Legacies
- 146024
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,195,801
- Expenditure Charitable Expenditure
- £1,077,149
- Expenditure Other
- 0
- Expenditure Total
- 2272950
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 8712
- Expenditure Support Costs
- 162539
- Expenditure Depreciation
- 36170
- Gain Loss Investment
- 1617
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,455,971
- Assets Total Fixed
- 810901
- Assets Own Use
- 674284
- Assets Long Term Investment
- 136617
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,691,037
- Assets Total Liabilities
- £149,696
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,352,242
- Creditors One Year Total Current
- 148226
- Creditors Falling Due After One Year
- 1470
- Assets Cash
- £1,435,818
- Funds Endowment
- 0
- Funds Unrestricted
- 2265402
- Funds Restricted
- 86840
- Funds Total
- 2352242
- Count Employees
- 91
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 21 January 2022
- Income Donations And Legacies
- 403149
- Income Other Trading Activities
- 503845
- Income Charitable Activities
- 692869
- Income Investments
- 9324
- Income Other
- 585943
- Income Total Income And Endowments
- 2195130
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £912,616
- Expenditure Charitable Expenditure
- £1,045,224
- Expenditure Other
- 0
- Expenditure Total
- 1957840
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 14084
- Expenditure Support Costs
- 153698
- Expenditure Depreciation
- 39722
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,330,223
- Assets Total Fixed
- 696321
- Assets Own Use
- 696321
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- -5935
- Assets Other Assets
- £1,561,601
- Assets Total Liabilities
- £160,375
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,091,612
- Creditors One Year Total Current
- 160375
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,345,608
- Funds Endowment
- 0
- Funds Unrestricted
- 2020609
- Funds Restricted
- 71003
- Funds Total
- 2091612
- Count Employees
- 78
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Pembrokeshire
- Welsh Ind
- Yes
07 Official extract
Charity Classification
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 304
- Classification Type
- How
- Classification Description
- Provides Human Resources
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 308
- Classification Type
- How
- Classification Description
- Sponsors Or Undertakes Research
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
08 Official extract
Charity Event History
- Charity Name
- PAUL SARTORI FOUNDATION LIMITED
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2015-09-11T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 4028092
- Assoc Registered Charity Number
- 1117953
- Assoc Charity Name
- THE PHOENIX WELLBEING SOCIETY
- Charity Name
- PAUL SARTORI FOUNDATION LIMITED
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1982-09-15T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 26/08/1982AS AMENDED BY SPECIAL RESOLUTION(S) DATED 17/07/2013
- Charitable Objects
- TO PROMOTE THE RELIEF OF SICKNESS AND SUFFERING RESULTING FROM CHRONIC OR TERMINAL ILLNESS BY THE PROVISION OF PALLIATIVE CARE, PREDOMINANTLY IN THE COUNTY OF PEMBROKESHIRE.
- Area Of Benefit
- THE COUNTY OF PEMBROKESHIRE
10 Official extract
Charity Other Names
- Charity Name Id
- 149412
- Charity Name Type
- Working name
- Charity Name
- PAUL SARTORI HOSPICE CARE
- Charity Name Id
- 149400
- Charity Name Type
- Working name
- Charity Name
- PAUL SARTORI FOUNDATION
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Care Inspectorate Wales (CIW)
12 Official extract
Charity Policy
- Policy Name
- Paying staff
- Policy Name
- Complaints handling
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Investment
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Risk management
- Policy Name
- Volunteer management
- Policy Name
- Internal risk management policy and procedures