St Monica Trust
- Registered charity number
- 202151 · official register entry ↗
- Status
- Registered, registered 1962-12-05 (reporting: Submission Received)
- Type
- Other
- Latest income
- £55,177,000 for the year to 2025-12-31 (was £53,656,000 the year to 2024-12-31: +3%)
- Latest spending
- £63,905,000
- Trustees
- 1 listed below
- Employees
- 1,392
- Volunteers
- 173
- Address
- ST. MONICA TRUST, COTE LANE, BRISTOL, BS9 3UN (South West, by postcode area BS)
- Phone
- 01179494006
- Website
- www.stmonicatrust.org.uk
- Other names
- Henry Herbert Wills for Chronic Or Incurable Sufferers Which Charity Includes the St Monica Home (previous name)
- Gift Aid
- Not registered
- Land or buildings
- Owns or leases
What it does
Residential Care & SupportCommunity Support
Charitable objects
(1)THE OBJECTS OF THE CHARITY ARE, FOR THE PUBLIC BENEFIT, THE RELIEF OF THOSE INDIVIDUALS (AND IF APPROPRIATE THEIR SPOUSES) WHO ARE IN NEED BY REASON OF AGE, DISABILITY OR ILL-HEALTH BY THE PROVISION OF (A) ACCOMMODATION AND ASSOCIATED FACILITIES; AND/OR (B) OTHER SERVICES OR ASSISTANCE(2) IN CARRYING OUT THESE OBJECTS, THE COUNCIL MUST GIVE PREFERENCE TO INDIVIDUALS: (A) FIRSTLY, WHO (OR WHOSE PARENTS OR SPOUSE) HAVE LIVED IN THE AREA OF BRISTOL, BATH AND NORTH EAST SOMERSET, NORTH SOMERSET, SOUTH GLOUCESTERSHIRE, GLOUCESTERSHIRE, SOMERSET OR WILTSHIRE WITH A PREFERENCE FOR PERSONS WHO (OR WHOSE PARENTS OR SPOUSE) HAVE BEEN RESIDENT IN THE AREA FOR AT LEAST 10 YEARS; OR (B) SECONDLY, WHO ARE FROM ANY OTHER PART OF THE UNITED KINGDOM.(3) IN CARRYING OUT THESE OBJECTS THE COUNCIL SHALL TAKE ALL REASONABLE STEPS TO ENSURE THAT ALL PERSONS LIVING IN THE CHARITY'S ACCOMMODATION RECOGNISE AND RESPECT THE CHARITY'S CHRISTIAN, AND PARTICULARLY ANGLICAN, FOUNDATION.
Area of benefit: NOT DEFINED
Governing document: SCHEME DATED 30 JUN 2005AS AMENDED BY SCHEME DATED 26 FEB 2010AS AMENDED BY RESOLUTION DATED 17 DEC 2014AS AMENDED BY SCHEME DATED 19 DEC 2014AS AMENDED BY RESOLUTION DATED 26 JUN 2019AS AMENDED BY RESOLUTION DATED 16 NOV 2020 as amended on 21 Jun 2023
Finances over time
| Year to | Income | Spending | Income, to scale | Accounts received |
|---|---|---|---|---|
| 2025-12-31 | £55,177,000 | £63,905,000 | 2026-10-14 | |
| 2024-12-31 | £53,656,000 | £61,410,000 | 2025-08-11 | |
| 2023-12-31 | £53,868,000 | £58,172,000 | 2024-10-24 | |
| 2022-12-31 | £44,933,000 | £51,616,000 | 2023-10-27 | |
| 2021-12-31 | £44,759,000 | £47,252,000 | 2022-09-30 |
Annual return, part A (latest year to 2025-12-31)
- Staff paid £60,000 or more: 36
- Trustees received payments or benefits: no
- Has a trading subsidiary
- Volunteers: 173
Annual return, part B (year to 2025-12-31; charities over £500,000 only)
| Income | Spending | Assets and funds | |||
|---|---|---|---|---|---|
| Donations and legacies | £67,559 | Raising funds | £2,737,000 | Fixed assets | £510,456,000 |
| Charitable activities | £46,006,441 | Charitable activities | £61,168,000 | Investments | £337,087,000 |
| Trading | £0 | Grants to institutions | £1,439,625 | Cash | £5,502,000 |
| Investments | £9,103,000 | Governance | £111,000 | Net assets | £351,375,000 |
| Legacies | £67,559 | Support costs | £111,000 | Unrestricted funds | £20,442,000 |
| Total income | £55,177,000 | Total spending | £63,905,000 | Reserves | £20,442,000 |
Earlier years, part B
| Year to | Total income | Total spending | Net assets | Reserves | Employees |
|---|---|---|---|---|---|
| 2025-12-31 | £55,177,000 | £63,905,000 | £351,375,000 | £20,442,000 | 1392 |
| 2024-12-31 | £53,656,000 | £61,410,000 | £340,900,000 | £27,605,000 | 1392 |
| 2023-12-31 | £53,868,000 | £58,172,000 | £351,266,000 | £42,683,000 | 1351 |
| 2022-12-31 | £44,933,000 | £51,616,000 | £331,383,000 | £17,963,000 | 749 |
| 2021-12-31 | £44,759,000 | £47,252,000 | £332,095,000 | £20,033,000 | 808 |
Trustees 1
| Name | Role | Appointed | Charities | US |
|---|---|---|---|---|
| St Monica Trustee Company Limited (organisation) | Trustee | 2015-01-01 | 1 |
Current trustees, as the Commission lists them. Each links to the trustee’s page, which lists every charity they serve. A link to a US person page needs the same name at a US nonprofit matched to this charity.
What, how and who
- What it does: Accommodation/housing
- How it works: Makes Grants To Individuals; Provides Other Finance; Provides Services
- Who it helps: Elderly/old People
Where it works
Bath And North East Somerset; Bristol City; Gloucestershire; North Somerset; Somerset; South Gloucestershire; Wiltshire
Policies it reports
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
History
- 1962-12-05: Standard registration
Other regulators
Largest charities in the same postcode area (BS)
- Jisc £150,710,000
- Hf Trust Limited £84,965,000
- The Brandon Trust £77,584,000
- Walk Wheel Cycle Trust £51,720,000
- Brunelcare £49,626,000
Charity Commission for England and Wales, register of charities: the daily data extract of registered, removed and linked charities in England and Wales (Scotland and Northern Ireland keep their own registers, not loaded here). Contains public sector information licensed under the Open Government Licence v3.0. Source: Charity Commission for England and Wales. The register has no pay for individuals: it records, per charity, the income and spending reported to the Commission, the number of staff paid over £60,000 (in bands) and whether trustees were paid. Figures are as the charity reported them to the Commission, in pounds sterling. Open Government Licence v3.0. About this data.
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