HOSPICE AT HOME - GWYNEDD AND ANGLESEY

Charity number: 1001428
Removed charity

Charity overview

Activities - how the charity spends its money

Care of patients with life limiting illnesses and fundraising for this service.

Income and expenditure

Data for financial year ending 31 March 2018

Total income:
£635,996

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Donations and legacies £143.40k
Charitable activities £0
Other trading activities £474.55k
Investments £10.52k
Other £7.53k

Total expenditure:
£864,350

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Raising funds £515.65k
Charitable activities £348.70k
Other £0

£1,875 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £515.65k
Charitable expenditure £348.70k

Fundraising

This charity raises funds from the public but does not work with professional fundraisers or commercial participators.

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • People With Disabilities
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Gwynedd
  • Isle Of Anglesey

Governance

Registration history:
  • 08 January 1991: Standard registration
  • 11 January 2020: Removed (Funds transferred (incor))
  • 11 January 2020: Funds transferred to 1038543 ST. DAVID'S HOSPICE
Organisation type:
Charitable company
Other names:
  • GWYNEDD HOSPICE AT HOME (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Financial history

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Financial period end date

Income / Expenditure 31/03/2014 31/03/2015 31/03/2016 31/03/2017 31/03/2018
Total gross income £595.40k £801.55k £614.72k £530.06k £636.00k
Total expenditure £718.33k £729.16k £712.46k £793.41k £864.35k
Income from government contracts N/A £0 £0 £0 N/A
Income from government grants N/A £0 £0 £0 N/A
Income - Donations and legacies £126.88k £308.56k £224.39k £108.95k £143.40k
Income - Other trading activities £361.09k £386.97k £373.09k £405.71k £474.55k
Income - Charitable activities £90.00k £90.00k £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £17.43k £16.01k £17.24k £15.40k £10.52k
Income - Other £0 £0 £0 £0 £7.53k
Income - Legacies £126.88k £308.56k £224.39k £108.95k £143.40k
Expenditure - Charitable activities £425.10k £412.54k £361.81k £363.77k £348.70k
Expenditure - Raising funds N/A N/A £350.65k £429.65k £515.65k
Expenditure - Governance £6.48k £4.35k £5.06k £4.81k £7.43k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £6.01k £6.54k £6.47k £3.95k £2.90k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2014 31/03/2015 31/03/2016 31/03/2017 31/03/2018
Own use assets £340.93k £311.85k £289.12k £291.94k £242.18k
Long-term investments £516.16k £630.04k £556.77k £457.47k £245.86k
Other assets £82.17k £84.41k £62.71k £36.75k £64.21k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £35.66k £9.78k £25.32k £82.79k £75.35k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2019 Not submitted
Accounts and TAR 31 March 2019 Not submitted
Annual return 31 March 2018 12 November 2018 On Time
Accounts and TAR 31 March 2018 28 June 2018 On Time
Annual return 31 March 2017 22 January 2018 On Time
Accounts and TAR 31 March 2017 29 June 2017 On Time
Annual return 31 March 2016 25 January 2017 On Time
Accounts and TAR 31 March 2016

(These accounts
have been qualified)

27 June 2016 On Time

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 12/12/1990 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 03/07/1991 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 22/06/2011

Charitable objects

THE PROMOTION OF THE RELIEF OF PERSONS SUFFERING FROM ANY TERMINAL ILLNESS AND OF THE RELIEF OF THE FAMILIES AND FRIENDS OF SUCH PERSONS WHO ARE IN NEED OR SUFFERING HARDSHIP OR DISTRESS WHETHER BEFORE OR AFTER THE DEATH OF SUCH PERSONS.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED