ST LUKE'S HOSPICE

Charity number: 254402
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

St Luke's exists to give free, expert care to local people aged 18 and over who have active, progressive and advanced life-threatening illness - with extended support to families and carers.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£13,224,141

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Donations and legacies £2.59m
Charitable activities £4.56m
Other trading activities £5.03m
Investments £208.27k
Other £831.39k

Total expenditure:
£13,869,798

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Raising funds £4.14m
Charitable activities £9.73m
Other £0

£233,694 investments gains (losses)

Total income includes £4,471,652 from 3 government grant(s)

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 £4.14m
Charitable expenditure £9.73m

People

284 Employee(s)

14 Trustee(s)

775 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£70k to £80k 1
£80k to £90k 1
£90k to £100k 1
£110k to £120k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

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

What, who, how, where

What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Elderly/old People
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Sheffield City

Governance

Registration history:
  • 24 November 1967: Standard registration
  • 04 November 2022: Funds received from 1132436 THE GRAVEL ROAD TRUST
  • 16 April 2025: Funds received from 508925 THE SHEFFIELD CLUB FOR THE HARD OF HEARING
Organisation type:
Charitable company
Other names:

No other names

Company number:
00922448 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
Policies:
  • 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
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

14 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Adrian Belton Chair 20 March 2023
None on record
Kathryn Elizabeth Platts Trustee 11 December 2023
PARKINSON'S DISEASE SOCIETY OF THE UNITED KINGDOM
Received: On time
THERA TRUST
Received: On time
FORWARD HOUSING
Received: On time
Nicola James Trustee 12 December 2022
None on record
Professor Jon Wadsley Trustee 27 June 2022
None on record
Dr Suvira Madan Trustee 27 June 2022
None on record
Dr Mark Durling Trustee 28 September 2021
None on record
Angus James Anderson Ridge Trustee 28 September 2021
None on record
Steven David Ned Trustee 28 September 2021
None on record
Louisa Harrison-Walker Trustee 22 May 2019
None on record
Amy Louise Stanbridge Trustee 22 May 2019
APPLETREE CHILDCARE (SHEFFIELD) LTD
Received: On time
Louise Edwards-Holland Trustee 22 May 2019
None on record
Dr Lucy Cormack Trustee 22 May 2019
None on record
Martin James Claude McKervey Trustee 22 May 2019
None on record
Dr DIANA GREENFIELD Trustee 08 November 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £10.53m £12.76m £13.69m £11.54m £13.22m
Total expenditure £9.97m £9.77m £10.09m £12.39m £13.87m
Income from government contracts N/A £2.71m £1.19m N/A N/A
Income from government grants £2.73m £3.29m £3.61m £3.62m £4.47m
Income - Donations and legacies £2.64m £3.86m £4.03m £2.03m £2.59m
Income - Other trading activities £4.26m £1.64m £3.50m £4.69m £5.03m
Income - Charitable activities £2.83m £6.20m £4.95m £3.71m £4.56m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £95.80k £27.27k £49.50k £127.95k £208.27k
Income - Other £706.72k £1.03m £1.17m £980.78k £831.39k
Income - Legacies £1.33m £2.06m £2.66m £830.42k £1.39m
Expenditure - Charitable activities £7.08m £7.31m £7.07m £8.70m £9.73m
Expenditure - Raising funds £2.89m £2.46m £3.03m £3.69m £4.14m
Expenditure - Governance £101.78k £100.74k £98.10k £98.94k £125.32k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £11.74k £4.66k £16.90k £24.17k £24.43k
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 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £7.46m £6.73m £6.75m £6.86m £10.04m
Long-term investments £523.15k £2.59m £4.67m £4.38m £4.61m
Other assets £3.32m £5.10m £6.98m £5.98m £4.22m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £2.35m £2.91m £3.27m £3.36m £2.97m

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 2024 15 January 2025 On Time
Accounts and TAR 31 March 2024 15 January 2025 On Time Download Open in new window
Annual return 31 March 2023 11 January 2024 On Time
Accounts and TAR 31 March 2023 11 January 2024 On Time Download Open in new window
Annual return 31 March 2022 05 January 2023 On Time
Accounts and TAR 31 March 2022 05 January 2023 On Time Download Open in new window
Annual return 31 March 2021 11 January 2022 On Time
Accounts and TAR 31 March 2021 11 January 2022 On Time Download Open in new window
Annual return 31 March 2020 30 September 2020 On Time
Accounts and TAR 31 March 2020 01 October 2020 On Time Download Open in new window
Submit annual return Open in new window

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 OF ASSOCIATION INCORPORATED 15TH NOVEMBER 1967 AS AMENDED BY SPECIAL RESOLUTION DATED 22 JUNE 1988, 15 OCTOBER 1990, 18 NOVEMBER 1996, 18 DECEMBER 2006. SCHEME DATED 11/2/1998 as amended on 13 Dec 2021 as amended on 13 Dec 2021

Charitable objects

THE COMPANY'S OBJECTS ARE TO RELIEVE SICKNESS AND ASSIST IN THE TREATMENT AND CARE OF PERSONS SUFFERING FROM MENTAL OR PHYSICAL ILLNESS OF ANY DESCRIPTION AND IN PARTICULAR:- A ) BY PROVIDING AN ESTABLISHMENT OR ESTABLISHMENTS FOR SICK PERSONS WHERE THEY CAN BE GIVEN THE ACCOMMODATION, ATTENDANCE, MEDICAL CARE AND TREATMENT AND NURSING WHICH BY REASONS OF THEIR SICKNESS THEY REQUIRE; B) BY CONDUCTING, EXPLORING OR ENCOURAGING RESEARCH AND THE EVALUATION OF IMPROVEMENTS IN THE CARE OF THE TERMINALLY ILL PERSON AND THAT PERSON'S CARERS AND RELATIVES AND TO DISSEMINATE THE USEFUL RESULTS OF SUCH RESEARCH; C) BY PROVIDING PALLIATIVE CARE IN THE COMMUNITY AND BY PROVIDING SUPPORT FOR THE CARERS AND RELATIVES OF TERMINALLY ILL PERSONS.

Area of benefit

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

NATIONAL

Contact information

Address:
ST. LUKES HOSPICE
LITTLE COMMON LANE
SHEFFIELD
S11 9NE
Phone:
01142369911
Email:
info@hospicesheffield.co.uk
Website:

www.stlukeshospice.org.uk Open in new window