Finance Score: -3

Governance Score: 9

Support Score: 11

Liabilities <10%: +3
Excess liquidity: -1
Fundraising costs high: -5

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +11

Overall GiG Score: 17

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
There have been no material income shortfalls in recent years
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	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	£9,134	18.5	156	702
31/03/22		£7,483	£5,108	£2,375	£2,089	£11,137	£8,746	20.5	148	688
31/03/21		£6,029	£4,474	£1,556	£1,591	£8,719	£7,386	19.8	130	685
31/03/20		£5,379	£4,556	£823	£1,782	£7,007	£5,893	15.5	129	722
31/03/19		£4,422	£4,252	£170	£1,607	£6,255	£5,099	14.4	123	671
31/03/18		£4,311	£4,066	£245	£1,394	£6,037	£4,953	14.6	120	0
31/03/17	*	£4,129	£4,005	£125	£1,355	£5,794	£4,651	13.9	105	0
31/03/16		£4,574	£3,810	£763	£1,317	£5,453	£4,379	13.8	112	0
31/03/15		£3,891	£3,535	£356	£1,162	£4,945	£3,748	12.7	82	0
31/03/14		£3,151	£3,378	£-227	£1,079	£4,469	£3,329	11.8	80	0
31/03/13		£3,514	£3,116	£399	£992	£4,630	£3,535	13.6	73	0
31/03/12		£3,109	£2,845	£264	£909	£4,093	£3,174	13.4	70	0
31/03/11	*	£3,198	£2,600	£598	£683	£3,839	£2,931	13.5	65	0
31/03/10		£2,952	£2,440	£512	£592	£3,201	£2,661	13.1	56	0
31/03/09		£2,412	£2,194	£219	£518	£2,439	£1,859	10.2	52	0
31/03/08		£2,317	£2,079	£238	£473	£2,486	£1,892	10.9	44	0
31/03/07		£2,008	£2,091	£-83	£463	£2,318	£1,872	10.7	46	0
31/03/06		£1,706	£1,933	£-227	£0	£0	£0	n/a	0	0
31/03/05	*	£1,725	£1,797	£-72	£0	£0	£0	n/a	0	0
31/03/04	*	£1,424	£1,591	£-167	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

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 ?

Established: 45 years

www.overgatehospice.org.uk

info@overgatehospice.nhs.uk

01422379151

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 services

Where it operates

Calderdale,

Who it helps

Elderly/Old People
Other Defined Groups

Who works here?

156 employees
702 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

Wolfson Foundation	£125,000
Community Foundation for Calderdale	£87,711
DCMS	£30,490
Sir George Martin Trust	£11,000

Specific Donations

Amount	When Months	To be used for
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 ....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."
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: 40-72

ANNE CAWDRON Appointed: 2021, Occupation: Retired

DR SEEMA NAGPAUL Appointed: 2023, Occupation: Retired

JONATHAN DRISCOLL Appointed: 2021, Occupation: Senior Advisor

STEPHEN SCOTT Appointed: 2021, Occupation: Head Of Private Clients

CHRISTOPHER SEAN DUNNE Appointed: 2019, Occupation: It Manager

DR SALIM UKA Appointed: 2019, Occupation: Hospital Doctor

HELEN MARSHALL Appointed: 2019, Occupation: Communications Officer

JUDITH CROWTHER Appointed: 2020, Occupation: Retired

VERNA WEBBER Appointed: 2023, Occupation: Regional Sales Manager

VICTORIA JANE ATKINSON Appointed: 2020, Occupation: Chartered Accountant

CATHERINE RILEY (Chair) Appointed: 2019, Occupation: Hospital Manager, Other trusteeship: THE HALIFAX DISTRICT NURSING CHARITY,

VICTORIA PICKLES Appointed: 2019, Occupation: Director Of Corporate Affairs, Other trusteeship: MOUNTAIN RESCUE ENGLAND AND WALES,

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