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home >> charity search >> overgate hospice
Finance Score: -3
Governance Score: 9
Support Score: 10
  • Liabilities <10%: +3
  • Excess liquidity: -1
  • Fundraising costs high: -5
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +10
Overall GiG Score: 16 ?

OVERGATE HOSPICE

To provide specialist palliative care services to the adult population of Calderdale
Analysis by Giving is Great

Positives:

  • The charity has received backing from multiple prominent grant makers recently
  • This charity has a robust balance sheet
  • Spending has increased over the last 3 years relative to the previous period
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

  • Liquidity appeared to be in excess of CC guidelines at the latest year end
  • Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit £k		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
31/03/23£6,879£5,915£963£2,441£12,005£9,13418.5156702
31/03/22£7,483£5,108£2,375£2,089£11,137£8,74620.5148688
31/03/21£6,029£4,474£1,556£1,591£8,719£7,38619.8130685
31/03/20£5,379£4,556£823£1,782£7,007£5,89315.5129722
31/03/19£4,422£4,252£170£1,607£6,255£5,09914.4123671
31/03/18£4,311£4,066£245£1,394£6,037£4,95314.61200
31/03/17*£4,129£4,005£125£1,355£5,794£4,65113.91050
31/03/16£4,574£3,810£763£1,317£5,453£4,37913.81120
31/03/15£3,891£3,535£356£1,162£4,945£3,74812.7820
31/03/14£3,151£3,378£-227£1,079£4,469£3,32911.8800
31/03/13£3,514£3,116£399£992£4,630£3,53513.6730
31/03/12£3,109£2,845£264£909£4,093£3,17413.4700
31/03/11*£3,198£2,600£598£683£3,839£2,93113.5650
31/03/10£2,952£2,440£512£592£3,201£2,66113.1560
31/03/09£2,412£2,194£219£518£2,439£1,85910.2520
31/03/08£2,317£2,079£238£473£2,486£1,89210.9440
31/03/07£2,008£2,091£-83£463£2,318£1,87210.7460
31/03/06£1,706£1,933£-227n/an/an/an/an/an/a
31/03/05*£1,725£1,797£-72n/an/an/an/an/an/a
31/03/04*£1,424£1,591£-167n/an/an/an/an/an/a
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 75.5%
Fundraising Costs/Total Spending: 41.3%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 4%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 76%
Reserves/Spending: 18.5 months
Net Current Assets/Spending: 18 months
Quick Ratio: 17.9
Asset Split ?
Balance Sheet History
Established: 46 years

www.overgatehospice.org.uk

info@overgatehospice.nhs.uk

01422379151

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Hospice & bereavement services
How it operates
  • Provides services
Where it operates
  • Calderdale,
Who it helps
  • Elderly/Old People
  • Other Defined Groups

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years
Garfield Weston Foundation£135,000
Wolfson Foundation£125,000
Community Foundation for Calderdale£87,711
DCMS£30,490
Specific Donations
Amount When
Months		 To be used for
Garfield Weston Foundation - Major Grants award
£125,000 30/11/2023
Big Build Appeal
Community Foundation for Calderdale - Grant to Overgate Hospice
£7,154 04/10/2023
Grant to Overgate Hospice
Wolfson Foundation - Grant to Overgate Hospice
£125,000 08/06/2023
Construction of a new inpatient unit and redevelopment of day hospice facilities
Community Foundation for Calderdale - Overgate Outreach
£9,881 29/03/2023
Grant to Overgate Hospice
Community Foundation for Calderdale - Comforting Care
£2,200 10/03/2023
Grant to Overgate Hospice
Community Foundation for Calderdale - Specialist Support for Calderdale Communities
£5,500 29/11/2022
Grant to Overgate Hospice
Community Foundation for Calderdale - Building A Sustainable Future for Overgate
£40,000 21/07/2022
Grant to Overgate Hospice
Community Foundation for Calderdale - Inpatient Unit Essential Repair Work
£5,000 22/06/2022
Grant to Overgate Hospice
Community Foundation for Calderdale - Calderdale Business Hub & CFFC Donation
£720 25/01/2022
Grant to Overgate Hospice
Community Foundation for Calderdale - Overgates Outreach Project - Halifax North
£10,000 13/12/2021
Grant to Overgate Hospice
Garfield Weston Foundation - Main Grants award
£10,000 03/12/2021
Caring for Calderdale
Community Foundation for Calderdale - Overgate's Garden Project
£4,256 16/11/2021
Grant to Overgate Hospice
Masonic Trust - MCF Hospice
£1,565 10/11/2021
Unrestricted funding for hospices
Sir George Martin Trust - Grant to Overgate Hospice
£5,000 15/10/2021
Core costs for Advancement of Health/Saving Lives
Sir Jules Thorn Charitable Trust - Overgate Hospice - 28/04/21
£5,000 14/06/2021
Core Funding
National Lottery Community Fund - Sitting Comfortably
£9,090 23/04/2021
The funding will be used to provide comfortable chairs for patients at the hospice enabling patients to sit comfortably with the aim of promoting wellbeing.
Community Foundation for Calderdale - Caring for Calderdale
£3,000 12/02/2021
Grant to Overgate Hospice
DCMS - Coronavirus Community Support Fund
£30,490 11/08/2020
"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 operate, thereby reducing the burden on public ....more
Sir George Martin Trust - Grant to Overgate Hospice
£3,000 23/03/2020
Core costs for Advancement of Health/Saving Lives
Sir George Martin Trust - Grant to Overgate Hospice
£3,000 23/03/2020
Core costs for Advancement of Health/Saving Lives
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)
Current Trustees appointed
Gender Split

Age Range of Trustees: 41-73
  • ANNE CAWDRON Appointed: 2021, Occupation: Retired
  • CATHERINE RILEY (Chair) Appointed: 2019, Occupation: Hospital Manager
  • CHRISTOPHER SEAN DUNNE Appointed: 2019, Occupation: It Manager
  • DR SEEMA NAGPAUL Appointed: 2023, Occupation: Retired
  • DR SALIM UKA Appointed: 2019, Occupation: Hospital Doctor
  • HELEN MARSHALL Appointed: 2019, Occupation: Communications Officer
  • JONATHAN DRISCOLL Appointed: 2021, Occupation: Senior Advisor
  • JUDITH CROWTHER Appointed: 2020, Occupation: Retired
  • STEPHEN SCOTT Appointed: 2021, Occupation: Head Of Private Clients
  • VERNA WEBBER Appointed: 2023, Occupation: Regional Sales Manager
  • VICTORIA JANE ATKINSON Appointed: 2020, Occupation: Chartered Accountant
  • VICTORIA PICKLES Appointed: 2019, Occupation: Director Of Corporate Affairs
Legal constitution
  • Charitable company registered in England & Wales on 03/06/1979, number: 511619
  • Registered at Companies House on 01/08/1980, number: 01510521
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
  • 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
  • Volunteer management
Filing Record
20 returns made; AR17: 106 days late, AR11: 42 days late, AR05: 1 days late, AR04: 1 days late,
Recent reorganisation events:
  • Asset transfer in from CALDERDALE HELP IN BEREAVEMENT (C.H.I.B.S.) on 19/01/2021
Main office

OVERGATE HOSPICE
30 HULLEN EDGE ROAD
ELLAND
HX5 0QY

Objectives

2. OBJECTS2.1 THE CHARITY?S OBJECTS ARE RESTRICTED SPECIFICALLY, ONLY FOR THE PUBLIC BENEFIT TO PROMOTE THE RELIEF OF SICKNESS BY SUCH CHARITABLE MEANS AS THE CHARITY SHALL FROM TIME TO TIME THINK FIT.2.2 NOTHING IN THE ARTICLES SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CHARITY FOR PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND/OR SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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