Finance Score: 5

Governance Score: 8

Support Score: 7

Liabilities <10%: +3
Income diversified: +3
Large legacies income: +1
Fundraising costs high: -2

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 20

EDEN VALLEY HOSPICE, CARLISLE

Eden Valley Hospice is a charity dedicated to providing specialist care to adults from the local area and children throughout Cumbria, as well as caring for their families, friends and carers. We believe that every detail, every moment and every person matters. This belief allows us to achieve the highest of standards of nursing and medical care, to sustain life and dignity when it is needed.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Income generation is well diversified
This charity has received considerable income from legacies in recent years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end but spending has been increasing rapidly
There has been a change of accounting period recently, so trends may be hard to determine
Fundraising costs are high relative to funds raised

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23?	£7,934	£5,862	£2,072	£1,304	£14,363	£11,236	23	122	200
31/12/21	£9,614	£4,228	£5,386	£1,035	£13,223	£10,568	30	94	200
31/12/20	£5,053	£3,828	£1,225	£704	£7,829	£5,094	16	113	350
31/12/19	£4,702	£4,018	£684	£886	£6,604	£3,842	11.5	130	400
31/12/18	£4,572	£4,014	£558	£943	£5,920	£3,136	9.4	132	480
31/12/17	£4,052	£3,884	£168	£792	£5,362	£2,543	7.9	130	0
31/12/16	£3,656	£3,816	£-160	£687	£5,194	£2,316	7.3	124	0
31/12/15	£3,332	£3,765	£-434	£620	£5,354	£2,340	7.5	127	0
31/12/14	£3,654	£3,481	£172	£541	£5,787	£2,723	9.4	119	0
31/12/13	£3,546	£3,329	£218	£527	£5,615	£2,726	9.8	115	0
31/12/12	£3,011	£3,125	£-114	£492	£4,747	£2,678	10.3	87	0
31/12/11	£3,822	£3,084	£738	£510	£4,861	£2,734	10.6	81	0
31/12/10	£3,595	£2,999	£596	£498	£4,116	£2,076	8.3	82	0
31/12/09	£2,903	£2,999	£-96	£521	£3,570	£1,894	7.6	84	0
31/12/08	£3,103	£2,834	£268	£506	£3,666	£1,975	8.4	96	0
31/12/07	£2,549	£2,380	£169	£439	£3,398	£1,759	8.9	70	0
31/12/06	£2,592	£1,799	£794	£0	£0	£0	n/a	0	0
31/12/05	£1,841	£1,736	£105	£0	£0	£0	n/a	0	0
31/12/04	£1,486	£1,664	£-178	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 24.5%
Fundraising Costs/Total Spending: 22.2%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 2%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 78%
Reserves/Spending: 23 months
Net Current Assets/Spending: 21 months
Quick Ratio: 37.6

Asset Split ?

Established: 32 years

www.edenvalleyhospice.org

nick.heaney@edenvalleyhospice.org

01228810801

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Cumbria,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

122 employees
200 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Department of Health	£548,201
DCMS	£15,316
Cumbria Community Foundation	£14,000
Masonic Trust	£6,364

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Festival
£2,500	27/03/2023	General core funding to aid with the charity's activities.
Department of Health - Jigsaw Children's Hospice (Eden Valley Hospice)
£296,014	01/06/2022	The grant supports the sustainable hospice service offer of palliative and end of life care for children and young people. Please note that these hospice grants were previously funded by DHSC and was ....more The grant supports the sustainable hospice service offer of palliative and end of life care for children and young people. Please note that these hospice grants were previously funded by DHSC and was then transferred to NHSE to distribute and manage as ongoing support to the childrens hospices via a multi year award.
Masonic Trust - MCF Matched Funding
£2,000	25/04/2022	Unrestricted matched funding in partnership with the local masonic province
Cumbria Community Foundation - A Sensory Garden for Jigsaw, Cumbria's Children's Hospice
£4,000	23/02/2022	A Sensory Garden for Jigsaw, Cumbria's Children's Hospice
Masonic Trust - MCF Matched Funding
£519	15/02/2022	Unrestricted matched funding in partnership with the local masonic province
Masonic Trust - MCF Hospice
£1,065	10/11/2021	Unrestricted funding for hospices
Masonic Trust - MCF Hospice
£280	10/11/2021	Unrestricted funding for hospices
Co-Operative Group - Grant to Eden Valley Hospice
£5,137	23/10/2021	We would like to provide fun, meaningful activities to help Cumbrian hospice patients feel included, valued and engaged.
Community Foundation serving Tyne & Wear and Northumberland - A grant to Eden Valley Hospice
£3,000	21/10/2021	The organisations charitable activities
Department of Health - Jigsaw Children's Hospice (Eden Valley Hospice)
£252,187	14/09/2021	The grant supports the sustainable hospice service offer of palliative and end of life care for children and young people.
Community Foundation Tyne & Wear & Nthmbrlnd - Towards the organisations charitable purposes
£5,000	24/09/2020	Towards the organisations charitable purposes
DCMS - Coronavirus Community Support Fund
£15,316	05/08/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Cumbria Community Foundation - Staff and activity costs
£10,000	15/04/2020 2	Staff and activity costs
Co-Operative Group - Grant to Eden Valley Hospice
£4,546	29/11/2017	We want to buy a rise and recline chair to make our patients more comfortable during their stay in our adult ward.
Masonic Trust - Hospice Grant
£2,518	19/10/2016	Core funding for hospices

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 36-73

DR BRONWYN KERR Appointed: 2021, Occupation: Retired

ANN NOBLETT Appointed: 2024, Occupation: Trustee

JOSEPH BARRELL Appointed: 2021, Occupation: Retired

MARK DUFFELL Appointed: 2021, Occupation: Company Director

MARK LINTON ELLIOT Appointed: 2023, Occupation: Company Director

MATT HALL Appointed: 2024, Occupation: Trustee

PAUL TURNEY Appointed: 2024, Occupation: Trustee

CHRISTINE MARGARET WEAVING Appointed: 2017, Occupation: Director Of Commissioning Nhs England

GWYN LISHMAN Appointed: 2024, Occupation: Trustee, Other trusteeship: COCKERMOUTH AND DISTRICT CIVIC TRUST,

JAMES PORTER Appointed: 2016, Occupation: Trustee, Other trusteeships: THE LEAGUE OF FRIENDS OF BRAMPTON AND DISTRICT WAR MEMORIAL HOSPITAL AND THE COMMUNITY, ROTARY CLUB OF BRAMPTON AND LONGTOWN TRUST FUND, BRAMPTON AND BEYOND COMMUNITY TRUST,

RACHAEL STEPHENSON Appointed: 2019, Occupation: Solicitor

HILARY ANN WADE Appointed: 2017, Occupation: Retired, Other trusteeships: THE EDEN RIVERS TRUST, KIPLIN HALL CIO,

PAUL AGNEW Appointed: 2024, Occupation: National Director, Other trusteeship: POVERTYSWAP LIMITED,

Legal constitution

Charitable company registered in England & Wales on 26/02/1992, number: 1008796
Registered at Companies House on 15/01/1992, number: 02677824

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves 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
Volunteer management

Filing Record

19 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE INNER WHEEL CLUB OF CARLISLE SOUTH BENEVOLENT FUND on 08/04/2021

Main office

EDEN VALLEY HOSPICE
DURDAR ROAD
CARLISLE
CA2 4SD

Objectives

TO PROMOTE THE RELIEF OF SICKNESS AND SUFFERING IN SUCH WAYS AS THE CHARITY SHALL FROM TIME TIME THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources