BritDB

CCEW Charity Commission profile

HOSPICE OF ST MARY OF FURNESS

Registered charity 517738 · organisation 517738

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
14 July 1986
Removed
Not supplied
Company number supplied
02016831
Financial period
1 April 2024 – 31 March 2025
Latest income
£5,649,751
Latest expenditure
£5,684,008
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: ST. MARYS HOSPICE, FORD PARK, ULVERSTON, LA12 7JP

Website recorded by the regulator: www.stmaryshospice.org (displayed as text)

02 Activities

What the charity does

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.

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
15 December 2025
Date Accounts Received
15 December 2025
Total Gross Income
£5,649,751
Total Gross Expenditure
£5,684,008
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
17 December 2024
Date Accounts Received
17 December 2024
Total Gross Income
£6,091,165
Total Gross Expenditure
£4,911,151
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
7 December 2023
Date Accounts Received
7 December 2023
Total Gross Income
£5,242,598
Total Gross Expenditure
£4,364,346
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
15 November 2022
Date Accounts Received
15 November 2022
Total Gross Income
£4,412,006
Total Gross Expenditure
£3,510,903
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
2 December 2021
Date Accounts Received
2 December 2021
Total Gross Income
£4,325,257
Total Gross Expenditure
£3,398,815

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
15 December 2025
Total Gross Income
£5,649,751
Total Gross Expenditure
£5,684,008
Grant Making Is Main Activity
No
Count Govt Contracts
1
Count Govt Grants
£1
Income From Government Contracts
1060069
Income From Government Grants
£86,990
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
Yes
Count Salary Band 60001 70000
1
Count Volunteers
249
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
17 December 2024
Total Gross Income
£6,091,165
Total Gross Expenditure
£4,911,151
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
Yes
Count Salary Band 60001 70000
1
Count Volunteers
216
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
7 December 2023
Total Gross Income
£5,242,598
Total Gross Expenditure
£4,364,346
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£1,000
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
Yes
Count Salary Band 60001 70000
1
Count Volunteers
261
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
15 November 2022
Total Gross Income
£4,412,006
Total Gross Expenditure
£3,510,903
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
Yes
Charity Agreement Professional Fundraiser
Yes
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£6
Income From Government Grants
£19,768
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Volunteers
270
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
2 December 2021
Total Gross Income
£4,325,257
Total Gross Expenditure
£3,398,815
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
Yes
Charity Agreement Professional Fundraiser
Yes
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£35
Income From Government Grants
£184,864
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Volunteers
300

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
15 December 2025
Income Donations And Legacies
2294944
Income Other Trading Activities
1932737
Income Charitable Activities
1078814
Income Investments
272577
Income Other
70679
Income Total Income And Endowments
5649751
Income Legacies
1033939
Income Endowments
0
Expenditure Raising Funds
£1,252,998
Expenditure Charitable Expenditure
£4,431,010
Expenditure Other
0
Expenditure Total
5684008
Expenditure Investment Management
13764
Expenditure Grants Institution
0
Expenditure Governance
61495
Expenditure Support Costs
1302269
Expenditure Depreciation
174107
Gain Loss Investment
14419
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£6,559,093
Assets Total Fixed
4280466
Assets Own Use
2521506
Assets Long Term Investment
1758960
Defined Benefit Pension Scheme
0
Assets Other Assets
£5,292,779
Assets Total Liabilities
£370,994
Assets Current Investment
0
Assets Total Assets And Liabilities
£9,202,251
Creditors One Year Total Current
370994
Creditors Falling Due After One Year
0
Assets Cash
£4,914,955
Funds Endowment
0
Funds Unrestricted
9182709
Funds Restricted
19542
Funds Total
9202251
Count Employees
118
Consolidated 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
17 December 2024
Income Donations And Legacies
2984123
Income Other Trading Activities
1743665
Income Charitable Activities
1064786
Income Investments
188255
Income Other
110336
Income Total Income And Endowments
6091165
Income Legacies
1621191
Income Endowments
0
Expenditure Raising Funds
£1,149,568
Expenditure Charitable Expenditure
£3,761,583
Expenditure Other
0
Expenditure Total
4911151
Expenditure Investment Management
13542
Expenditure Grants Institution
0
Expenditure Governance
55990
Expenditure Support Costs
1085821
Expenditure Depreciation
152362
Gain Loss Investment
85639
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£6,529,995
Assets Total Fixed
4033154
Assets Own Use
2349623
Assets Long Term Investment
1683531
Defined Benefit Pension Scheme
0
Assets Other Assets
£5,485,071
Assets Total Liabilities
£296,136
Assets Current Investment
0
Assets Total Assets And Liabilities
£9,222,089
Creditors One Year Total Current
296136
Creditors Falling Due After One Year
0
Assets Cash
£5,098,047
Funds Endowment
0
Funds Unrestricted
9063739
Funds Restricted
158350
Funds Total
9222089
Count Employees
110
Consolidated 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
7 December 2023
Income Donations And Legacies
2365752
Income Other Trading Activities
1574246
Income Charitable Activities
1089443
Income Investments
75870
Income Other
137287
Income Total Income And Endowments
5242598
Income Legacies
1450115
Income Endowments
0
Expenditure Raising Funds
£1,007,132
Expenditure Charitable Expenditure
£3,357,214
Expenditure Other
0
Expenditure Total
4364346
Expenditure Investment Management
12012
Expenditure Grants Institution
0
Expenditure Governance
47341
Expenditure Support Costs
1036987
Expenditure Depreciation
319963
Gain Loss Investment
-98977
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,508,325
Assets Total Fixed
3770118
Assets Own Use
2199272
Assets Long Term Investment
1570846
Defined Benefit Pension Scheme
0
Assets Other Assets
£4,464,911
Assets Total Liabilities
£278,593
Assets Current Investment
0
Assets Total Assets And Liabilities
£7,956,436
Creditors One Year Total Current
278593
Creditors Falling Due After One Year
0
Assets Cash
£4,033,845
Funds Endowment
0
Funds Unrestricted
7911600
Funds Restricted
44836
Funds Total
7956436
Count Employees
108
Consolidated 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
15 November 2022
Income Donations And Legacies
1956276
Income Other Trading Activities
1490166
Income Charitable Activities
849958
Income Investments
33661
Income Other
81945
Income Total Income And Endowments
4412006
Income Legacies
1045175
Income Endowments
0
Expenditure Raising Funds
£911,456
Expenditure Charitable Expenditure
£2,599,447
Expenditure Other
0
Expenditure Total
3510903
Expenditure Investment Management
10588
Expenditure Grants Institution
0
Expenditure Governance
32545
Expenditure Support Costs
813058
Expenditure Depreciation
123544
Gain Loss Investment
-2603
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£4,801,171
Assets Total Fixed
3809695
Assets Own Use
2160234
Assets Long Term Investment
1649461
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,605,866
Assets Total Liabilities
£238,400
Assets Current Investment
0
Assets Total Assets And Liabilities
£7,177,161
Creditors One Year Total Current
238400
Creditors Falling Due After One Year
0
Assets Cash
£3,298,099
Funds Endowment
0
Funds Unrestricted
7116668
Funds Restricted
60493
Funds Total
7177161
Count Employees
97
Consolidated 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
2 December 2021
Income Donations And Legacies
1778349
Income Other Trading Activities
887981
Income Charitable Activities
1525084
Income Investments
29596
Income Other
104247
Income Total Income And Endowments
4325257
Income Legacies
470120
Income Endowments
0
Expenditure Raising Funds
£806,916
Expenditure Charitable Expenditure
£2,591,899
Expenditure Other
0
Expenditure Total
3398815
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
34188
Expenditure Support Costs
765669
Expenditure Depreciation
113838
Gain Loss Investment
129936
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£3,951,606
Assets Total Fixed
3357647
Assets Own Use
2219612
Assets Long Term Investment
1138035
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,149,593
Assets Total Liabilities
£228,579
Assets Current Investment
0
Assets Total Assets And Liabilities
£6,278,661
Creditors One Year Total Current
228579
Creditors Falling Due After One Year
0
Assets Cash
£2,830,898
Funds Endowment
0
Funds Unrestricted
6204606
Funds Restricted
74055
Funds Total
6278661
Count Employees
94
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Cumbria
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives

08 Official extract

Charity Event History

Charity Name
HOSPICE OF ST MARY OF FURNESS
Charity Event Order
4
Event Type
Asset transfer in
Date Of Event
2023-07-14T00:00:00
Reason
Funds transferred (gi)
Assoc Organisation Number
1038565
Assoc Registered Charity Number
1038565
Assoc Charity Name
ROTARY CLUB OF AMBLESIDE TRUST FUND
Charity Name
HOSPICE OF ST MARY OF FURNESS
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2023-07-14T00:00:00
Reason
Funds transferred (gi)
Assoc Organisation Number
1038565
Assoc Registered Charity Number
1038565
Assoc Charity Name
ROTARY CLUB OF AMBLESIDE TRUST FUND
Charity Name
HOSPICE OF ST MARY OF FURNESS
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2022-01-05T00:00:00
Reason
Ceased to exist
Assoc Organisation Number
501069
Assoc Registered Charity Number
501069
Assoc Charity Name
ULVERSTON DARBY AND JOAN REST ROOM
Charity Name
HOSPICE OF ST MARY OF FURNESS
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1986-07-14T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 02/05/1986AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 28/09/1992AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 10 MAY 2016
Charitable Objects
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.
Area Of Benefit
SEE OBJECTS

10 Official extract

Charity Other Names

Charity Name Id
222956
Charity Name Type
Working name
Charity Name
ST MARY'S HOSPICE
Charity Name Id
222914
Charity Name Type
Previous name
Charity Name
HOSPICE FOR FURNESS

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Care Quality Commission

12 Official extract

Charity Policy

Policy Name
Volunteer management
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Conflicting interests
Policy Name
Investment
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Paying staff
Policy Name
Trustee expenses policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Risk management
Policy Name
Social media policy and procedures
Policy Name
Complaints handling
Policy Name
Complaints policy and procedures