ST MARGARET'S SOMERSET HOSPICE

Registered charity 279473 · accounts filings on the Charity Commission register · also known as ST MARGARET'S IN TAUNTON, ST MARGARET'S IN YEOVIL, ST MARGARETS SOMERSET HOSPICE LIMITED

St Margaret's Hospice Care delivers and supports high quality, responsive and compassionate care to patients and their families facing a life-limiting illness within the community of Somerset. With hospice sites in Yeovil and Taunton, a community team caring for patients in their own homes and a 24-hour advice line, we strive to reach everyone that needs our care and expertise.

Objects

THE PROMOTION RELIEF OF SICKNESS BY SUCH CHARITABLE MEANS AS THE ASSOCIATION SHALL THINK FIT. (FOR DETAILS SEE ARTICLE 7 OF THE ARTICLES OF ASSOCIATION).

Area of benefit: ENGLAND AND WALES

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: The Advancement Of Health Or Saving Of Lives · website · Get email alerts

Registered contact address: Somerset, South West, England (from the postcode on the register)

Latest income

£15.4m

Latest spending

£15.6m

Registered

1980

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a small net deficit of £192,770 for the year ended 31 March 2025, driven by increased expenditure on staff and clinical services. Per the trustees' report, free reserves amounted to £9.1 million, which the trustees consider sufficient to cover identified risks and maintain the going concern basis of accounting.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: 9 to 12 months charitable expenditure

“The outcome was a judgement that free reserves of £7m to £9m should continue to be held by the hospice (which equates to 9 to 12 months charitable expenditure).” — page 23

Per its FY2025 accounts as filed with the Charity Commission.

Trading subsidiary: St Margaret’s Somerset Hospice Retail Limited

“St Margaret's Somerset Hospice is the parent Charity and sole shareholder of St Margaret's Somerset Hospice Retail Ltd.” — page 53

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by AC Mole LLP. Discloses 4 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Care Quality Commission; Financial Conduct Authority. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/03/2025

Volunteers: 1,326
Government income: £3,426,037 — grants £3,426,037 (4); 22% of the £15,364,967 total gross income on the same return
Employees paid over £60,000: 9 (£60,001–£70,000: 3; £80,001–£90,000: 3; £90,001–£100,000: 2; £120,001–£130,000: 1)
Has a trading subsidiary

Self-declared on the annual return for the financial year ending 31/03/2024

Volunteers: 883
Government income: £2,963,784 — contracts £2,963,784 (1); 21% of the £14,180,562 total gross income on the same return
Employees paid over £60,000: 7 (£60,001–£70,000: 1; £70,001–£80,000: 2; £80,001–£90,000: 4)
Has a trading subsidiary

Self-declared on the annual return for the financial year ending 31/03/2023

Volunteers: 919
Government income: £2,802,669 — contracts £2,802,669 (1); 20% of the £14,289,827 total gross income on the same return
Employees paid over £60,000: 7 (£70,001–£80,000: 4; £80,001–£90,000: 2; £90,001–£100,000: 1)
Has a trading subsidiary

Source: this charity’s annual returns on the Charity Commission register.

In the news

Recent coverage mentioning this charity by name (automated match; headlines belong to their publishers).

St Margaret’s Somerset Hospice achieves ‘outstanding’ rating after inspection somersetcountygazette.co.uk · 05/10/2024
St Margaret's Somerset Hospice Opens New High Street Shop wincantonwindow.co.uk · 30/11/2018
A personal tribute to St Margaret's Somerset Hospice somersetcountygazette.co.uk · 06/03/2009

Corporate structure

Registered company of the charity Companies House 01471345
Trading subsidiary: ST MARGARET'S SOMERSET HOSPICE RETAIL LIMITED Companies House 07204857 · Financial health read from its filings

ST MARGARET'S SOMERSET HOSPICE RETAIL LIMITED — per its own Companies House accounts

Creditors: Amounts falling due after more than one year include £141,815 owed to group undertakings.

Public fundraising profile: JustGiving — St Margaret's Somerset Hospice (matched by registered charity number).

Leadership, per the charity’s website

Tom Samuel — Chair of Board of Trustees (source)
Emma King — Director of Income Generation (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

WICKS, Rosie Joanna — director, appointed 27/08/2026on trustee list
BECKER, Amy Jennifer Harriet — director, appointed 06/07/2026on trustee list
UPTON, Caroline Susan — director, appointed 04/03/2026on trustee list
BROOKS, Daniel John Magnus — director, appointed 30/10/2025on trustee list
HOWLETT, Mark Daniel — director, appointed 29/10/2025on trustee list
ALLFORD, Sarah Lynne, Dr — director, appointed 17/11/2023on trustee list
DON CAROLIS, James Michael — director, appointed 09/08/2023not on trustee list
WEBLEY, Katy Ann — director, appointed 25/07/2023on trustee list
GREENHOW, Triston John — director, appointed 28/09/2022on trustee list
STEEN, Susan — director, appointed 12/09/2022not on trustee list
KENNEDY, Nicholas Julian, Dr — director, appointed 23/04/2021on trustee list
TREANOR, Timothy Lyons Victor, Reverend — director, appointed 10/03/2021on trustee list
MCCLEAN, Nicky Louise — director, appointed 20/11/2019on trustee list
JONES, Kevin Gwynne — director, appointed 21/05/2019on trustee list
TUCKER, Philip Nigel James — director, appointed 06/02/2019not on trustee list
COLTON, Patrick Joseph — director, appointed 18/06/2015on trustee list
SAMUEL, Thomas Graham — director, appointed 12/09/2013not on trustee list
SLACK, David Granville — secretary, appointed 21/03/2022

Official officers record.

Property (HM Land Registry)

22 registered titles in England and Wales held by the charity’s company or corporate body (5 freehold); recorded price paid £25k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

CQC provider record: St. Margaret's Somerset Hospice — Registered, 2 registered locations, 1 regulated activity, last inspected 12/04/2018.charity number confirmed by CQC CQC record

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/03/2025)

Total income

£15.4m

Total spending

£15.6m

Cost of raising funds

£6.4m

Reserves (reported)

£9.1m

Employees

267

Reported reserves equal ~7.0 months of spending — above the median for charities its size (median 4.6 months; benchmarks).

Per its annual return, cost of raising funds: 41.6% of total income — above the 90th percentile for charities its size (median 3.7%) (benchmarks).

Care Quality Commission ratings

CQC inspection ratings for services run by a provider matching this charity’s name (matched by name; verify provider identity on CQC’s site).

St Margaret's Somerset Hospice - Taunton: Not Rated · CQC record

Register events

Received assets from another charity (06/02/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.
Received assets from another charity (12/08/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

Amy Jennifer Harriet Becker
Caroline Susan Upton
Daniel John Magnus Brooks
Dr Nicholas Julian Kennedy
Dr Sarah Lynne Allford · trustee of 1 other charity
James Michael Don Carolis
Katy Webley
Kevin Jones
Mark Daniel Howlett
Nicky McClean
PATRICK JOSEPH COLTON
Pip Tucker
Rev Timothy Treanor
Rosie Wicks

Trustee list from the Charity Commission register (current, not historical).

Operates in: North Somerset · Somerset

Income and spending

Financial year end	Income	Spending
31/03/2025	£15.4m	£15.6m
31/03/2024	£14.2m	£14.8m
31/03/2023	£14.3m	£14.0m
31/03/2022	£14.6m	£12.7m
31/03/2021	£13.1m	£11.3m

Common questions

Is ST MARGARET'S SOMERSET HOSPICE financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a small net deficit of £192,770 for the year ended 31 March 2025, driven by increased expenditure on staff and clinical services. Per the trustees' report, free reserves amounted to £9.1 million, which the trustees consider sufficient to cover identified risks and maintain the going concern basis of accounting. Its FY2025 accounts were audited by AC Mole LLP.

Who funds ST MARGARET'S SOMERSET HOSPICE?

Funders whose own accounts filings name ST MARGARET'S SOMERSET HOSPICE as a grant recipient include THE ELIZABETH AND PRINCE ZAIGER TRUST, THE JAMES TUDOR FOUNDATION, THE FYRISH FOUNDATION, THE DICKINSON FAMILY CHARITABLE TRUST, CLARK FOUNDATION.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount	Purpose (as stated by the funder)
THE ELIZABETH AND PRINCE ZAIGER TRUST	FY2022	£653k
THE JAMES TUDOR FOUNDATION	FY2025	£20k	Hospice at home service.
THE FYRISH FOUNDATION	FY2023	£14k
THE ELIZABETH AND PRINCE ZAIGER TRUST	FY2023	£10k
THE DICKINSON FAMILY CHARITABLE TRUST	FY2022	£8k	The Relief of Those in Need
CLARK FOUNDATION	FY2024	£8k
THE DICKINSON FAMILY CHARITABLE TRUST	FY2021	£7k	The Relief of Those in Need
THE DICKINSON FAMILY CHARITABLE TRUST	FY2024	£6k	The Relief of those in Need
THE DICKINSON FAMILY CHARITABLE TRUST	FY2023	£6k	Other Charitable Purposes
THE DOROTHY WHITNEY ELMHIRST TRUST	FY2024	£5k
THE DICKINSON FAMILY CHARITABLE TRUST	FY2025	£5k	Relief of those in Need
THE WILLIAM ALLEN YOUNG CHARITABLE TRUST	FY2024	£5k
THE DOROTHY WHITNEY ELMHIRST TRUST	FY2022	£5k
THE ELIZABETH AND PRINCE ZAIGER TRUST	FY2025	£4k
THE ELIZABETH AND PRINCE ZAIGER TRUST	FY2024	£4k
THE WILLIAM ALLEN YOUNG CHARITABLE TRUST	FY2025	£4k
SANDRA CHARITABLE TRUST	FY2025	£3k
SKIPTON BUILDING SOCIETY CHARITABLE FOUNDATION	FY2022	£2k
THE DOROTHY WHITNEY ELMHIRST TRUST	FY2021	£1k
CLARK FOUNDATION	FY2021	£1k
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF SOUTH PETHERTON WITH THE SEAVINGTONS AND THE LAMBROOKS	FY2023	£100
THE DOROTHY WHITNEY ELMHIRST TRUST	FY2023	amount not stated

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
Somerset Community Foundation	05/12/2024	£20k	Support to members of the local community who need additional help during the winter.
ARCADIA	30/09/2024	£500	Towards the work of the hospice
Somerset Community Foundation	13/06/2024	£15k	Taunton Sunflower Centre running costs
Somerset Community Foundation	31/05/2024	£132k	Contribution towards community nurses in Sedgemoor and west Somerset
The National Lottery Community Fund	06/01/2023	£10k	Bereavement Support for Teenage Boys
Somerset Community Foundation	10/05/2022	£5k	Care for people with life-limiting illnesses in Somerset
Somerset Community Foundation	15/03/2021	£5k	Core running costs of hospices in Taunton and Yeovil
Somerset Community Foundation	24/11/2020	£250	Christmas afternoon tea packages for isolated patients and bereaved in the community across Somerset
Somerset Community Foundation	03/04/2020	£2k	COVID19 24 hour advice line for people facing a life limiting illness and their carers
The National Lottery Community Fund	18/07/2019	£10k	St Margaret?s Improved Loo Experience
The National Lottery Community Fund	27/03/2013	£10k	Enhancing Our Hospice Environment

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
THE EDWARD GOSTLING FOUNDATION	3	£1.7m
THE THOMAS J HORNE MEMORIAL TRUST	3	£84k
THE LANCASHIRE FOUNDATION	3	£12k
GOWLING WLG (UK) CHARITABLE TRUST	3	£11k
THE HILARY AWDRY CHARITABLE TRUST	3	£6k
THE ARDWICK TRUST	3	£800
FRIENDS OF SUSSEX HOSPICES	2	£127k
PINK RIBBON FOUNDATION	2	£48k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with ST CATHERINE'S HOSPICE LIMITED.

ST CATHERINE'S HOSPICE LIMITED income £13.3m
ST CATHERINES HOSPICE (LANCASHIRE) LIMITED income £10.4m
HOSPICE OF ST MARY OF FURNESS income £5.6m
St Elizabeth Hospice income £19.3m
ST MARGARET'S HOUSE income £1.3m
THE MARTLETS HOSPICE LIMITED income £14.1m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
ST MARGARET'S SOMERSET HOSPICE	£15.4m	—	—	unclear	—	no doubt
ST CATHERINE'S HOSPICE LIMITED FY2025	£13.3m	—	—	unclear	24.4%	noted
ST CATHERINES HOSPICE (LANCASHIRE) LIMITED FY2025	£10.4m	—	—	above	—	no doubt
HOSPICE OF ST MARY OF FURNESS FY2025	£5.6m	—	—	unclear	—	no doubt
St Elizabeth Hospice FY2025	£19.3m	—	—	unclear	—	no doubt
ST MARGARET'S HOUSE FY2025	£1.3m	—	0	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.