BURY HOSPICE

Charity number: 1136843
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The advancement of health for the public benefit by maintaining a Hospice and services for the relief of pain, the treatment of symptoms and the spiritual welfare of those requiring palliative care.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£3,722,425

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Donations and legacies £820.98k
Charitable activities £801.75k
Other trading activities £2.08m
Investments £21.42k
Other £0

Total expenditure:
£4,476,727

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Raising funds £1.79m
Charitable activities £2.69m
Other £0

£31,174 investments gains (losses)

Total income includes £535,394 from 2 government contract(s) and £266,354 from 6 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 £1.79m
Charitable expenditure £2.69m

People

104 Employee(s)

14 Trustee(s)

356 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 3
£70k to £80k 1
£80k to £90k 1
£100k to £110k 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:
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Services
Where the charity operates:
  • Bury

Governance

Registration history:
  • 13 July 2010: Standard registration
  • 14 March 2012: Funds received from 514728 BURY HOSPICE ASSOCIATION
Organisation type:
Charitable company
Other names:

No other names

Company number:
07299003 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
Helen Lockwood Trustee 31 December 2024
None on record
David Cohen Trustee 06 November 2024
None on record
Alison Holland Trustee 06 November 2024
None on record
Jane Stevens Trustee 06 November 2024
None on record
Nicola Caffrey Trustee 01 March 2023
None on record
Suzanne Aylett Trustee 20 February 2023
None on record
David Kevin Jones Trustee 27 July 2022
None on record
christine claydon butler Trustee 15 November 2021
None on record
Ruth Deakin Trustee 15 March 2021
None on record
Tom Postlethwaite Trustee 15 March 2021
None on record
Liaqat Ali Trustee 15 March 2021
THE BURY ISLAMIC CENTRE
Received: On time
BURY FAITH FORUM
Received: On time
Deborah Lisle Trustee 28 May 2019
None on record
Stuart Page Trustee 28 May 2019
None on record
Paul Horrocks Trustee 19 February 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 £3.50m £2.90m £4.16m £3.93m £3.72m
Total expenditure £2.95m £2.92m £3.39m £3.80m £4.48m
Income from government contracts N/A N/A £460.86k £511.24k £535.39k
Income from government grants £521.54k £1.33m £895.00k £398.12k £266.35k
Income - Donations and legacies £1.22m £529.39k £1.12m £1.31m £820.98k
Income - Other trading activities £1.52m £863.01k £1.59m £1.58m £2.08m
Income - Charitable activities £573.22k £1.22m £1.37m £1.03m £801.75k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £3.08k £2.09k £1.55k £5.96k £21.42k
Income - Other £175.00k £284.10k £79.21k £0 £0
Income - Legacies £983.39k £238.07k £628.27k £829.01k £513.71k
Expenditure - Charitable activities £1.92m £1.95m £2.26m £2.55m £2.69m
Expenditure - Raising funds £1.03m £971.03k £1.13m £1.25m £1.79m
Expenditure - Governance £11.48k £13.48k £16.32k £57.74k £47.92k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
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 £4.32m £4.16m £4.06m £3.99m £3.95m
Long-term investments £10 £10 £10 £10 £10
Other assets £1.73m £1.88m £2.86m £3.05m £2.54m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £315.53k £319.78k £420.00k £424.22k £597.82k

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 10 January 2025 On Time
Accounts and TAR 31 March 2024 10 January 2025 On Time Download Open in new window
Annual return 31 March 2023 30 January 2024 On Time
Accounts and TAR 31 March 2023 30 January 2024 On Time Download Open in new window
Annual return 31 March 2022 19 December 2022 On Time
Accounts and TAR 31 March 2022 19 December 2022 On Time Download Open in new window
Annual return 31 March 2021 26 January 2022 On Time
Accounts and TAR 31 March 2021 26 January 2022 On Time Download Open in new window
Annual return 31 March 2020 29 January 2021 On Time
Accounts and TAR 31 March 2020 29 January 2021 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 29 JUNE 2010

Charitable objects

THE ADVANCEMENT OF HEALTH FOR THE PUBLIC BENEFIT BY MAINTAINING AND MANAGING A HOSPICE AND SERVICES FOR THE RELIEF OF PAIN, THE TREATMENT OF SYMPTOMS AND THE SPIRITUAL WELFARE OF THOSE REQUIRING PALLIATIVE CARE.

Area of benefit

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

UNDEFINED. IN PRACTICE, LOCAL.

Contact information

Address:
Bury Hospice
Rochdale Old Road
Bury
BL9 7RG
Phone:
01617259800
Email:
info@buryhospice.org.uk
Website:

www.buryhospice.org.uk Open in new window