Sidmouth Hospice at Home

Charity number: 1153338
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Caring for people in the Sid Valley with life limiting illnesses

Income and expenditure

Data for financial year ending 30 June 2024

Total income:
£1,198,798

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Donations and legacies £1.03m
Charitable activities £0
Other trading activities £5.55k
Investments £82.46k
Other £80.00k

Total expenditure:
£869,810

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Raising funds £16.37k
Charitable activities £853.37k
Other £73

£149,608 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £16.44k
Charitable expenditure £853.37k
Retained for future use £328.99k

People

7 Employee(s)

10 Trustee(s)

75 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£70k to £80k 1

Fundraising

No information available

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 Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Services
Where the charity operates:
  • Devon

Governance

Registration history:
  • 09 August 2013: CIO registration
  • 24 June 2020: Funds received from 1107346 ROTARY CLUB OF SID VALLEY TRUST FUND
Organisation type:
CIO
Other names:
  • SIDMOUTH HOSPISCARE TRUST (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Trustee conflicts of interest 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
David Alan Hancock Cook Chair 16 October 2018
SIDMOUTH HOSPISCARE
Received: On time
Dr Jane Elisabeth Coop Trustee 13 November 2023
SIDMOUTH HOSPISCARE
Received: On time
Janet Patricia Webber Trustee 20 February 2023
SIDMOUTH HOSPISCARE
Received: On time
Keith Wilson Gillanders Trustee 16 August 2022
SIDMOUTH HOSPISCARE
Received: On time
SID VALLEY HELP
Received: On time
Rachael Mackinnon Trustee 24 May 2022
SIDMOUTH HOSPISCARE
Received: On time
Hilary Anne Elizabeth Nelson Trustee 21 August 2021
SIDMOUTH HOSPISCARE
Received: On time
Ian Barlow Trustee 16 July 2019
SIDMOUTH ARBORETUM TRUST
Received: On time
SIDMOUTH SCHOOL OF ART
Received: On time
SIDMOUTH HOSPISCARE
Received: On time
Catherine Suzanne Walden Trustee 16 October 2018
SIDMOUTH HOSPISCARE
Received: On time
DAVID HAROLD LEE Trustee 07 August 2013
SIDMOUTH HOSPISCARE
Received: On time
PHILIP CRANCH Trustee 07 August 2013
SIDMOUTH HOSPISCARE
Received: On time

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £219.02k £596.74k £261.41k £1.14m £1.20m
Total expenditure £507.96k £515.40k £642.44k £754.77k £869.81k
Income from government contracts N/A N/A N/A £4.26k N/A
Income from government grants £845 N/A N/A N/A N/A
Income - Donations and legacies N/A £527.33k N/A £1.06m £1.03m
Income - Other trading activities N/A £0 N/A £0 £5.55k
Income - Charitable activities N/A £0 N/A £4.26k £0
Income - Endowments N/A £0 N/A £0 £0
Income - Investment N/A £69.41k N/A £74.32k £82.46k
Income - Other N/A £0 N/A £0 £80.00k
Income - Legacies N/A £478.89k N/A £850.67k £894.42k
Expenditure - Charitable activities N/A £495.09k N/A £737.41k £853.37k
Expenditure - Raising funds N/A £20.30k N/A £17.36k £16.37k
Expenditure - Governance N/A £44.20k N/A £44.08k £52.42k
Expenditure - Grants institution N/A £0 N/A £0 £0
Expenditure - Investment management N/A £20.30k N/A £17.36k £16.37k
Expenditure - Other N/A £0 N/A £0 £73

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 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Own use assets N/A £818.93k N/A £1.00m £849.02k
Long-term investments N/A £2.55m N/A £1.90m £2.17m
Other assets N/A £743.10k N/A £1.10m £1.48m
Defined benefit pension scheme asset or liability N/A £0 N/A £0 £0
Total liabilities N/A £100.67k N/A £121.65k £140.84k

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 30 June 2024 15 April 2025 On time
Accounts and TAR 30 June 2024 15 April 2025 On time
Annual return 30 June 2023 23 April 2024 On time
Accounts and TAR 30 June 2023 23 April 2024 On time
Annual return 30 June 2022 28 April 2023 On time
Accounts and TAR 30 June 2022 28 April 2023 On time
Annual return 30 June 2021 19 April 2022 On time
Accounts and TAR 30 June 2021 28 April 2022 On time
Annual return 30 June 2020 28 April 2021 On time
Accounts and TAR 30 June 2020 28 April 2021 On time
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.

CIO - Foundation Registered 09 Aug 2013 as amended on 04 Nov 2020

Charitable objects

THE RELIEF OF SICKNESS IN THE SID VALLEY BY THE PROVISION OF TERMINAL CARE AND SUPPORT FOR PATIENTS, THEIR FAMILIES AND FRIENDS. THIS MAY BE AT HOME, IN A HOSPICE, DAY CENTRE OR HOSPITAL.

Contact information

Address:
Church Street
Sidford
Sidmouth
Devon
EX10 9RL
Phone:
01395578707
Email:
info@sidmouthhospiceathome.org.uk
Website:

www.sidmouthhospiceathome.org.uk Open in new window