01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received Late
- Charity type
- Charitable company
- Registered
- 3 June 1979
- Removed
- Not supplied
- Company number supplied
- 01510521
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £9,847,517
- Latest expenditure
- £7,681,403
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: OVERGATE HOSPICE, 30 HULLEN EDGE ROAD, ELLAND, HX5 0QY
Website recorded by the regulator: www.overgatehospice.org.uk (displayed as text)
02 Activities
What the charity does
To provide specialist palliative care services to the adult population of Calderdale
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 20 January 2026
- Date Accounts Received
- 20 January 2026
- Total Gross Income
- £9,847,517
- Total Gross Expenditure
- £7,681,403
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 21 January 2025
- Date Accounts Received
- 21 January 2025
- Total Gross Income
- £8,297,641
- Total Gross Expenditure
- £6,544,529
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 3 January 2024
- Date Accounts Received
- 3 January 2024
- Total Gross Income
- £6,878,559
- Total Gross Expenditure
- £5,915,467
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 5 January 2023
- Date Accounts Received
- 5 January 2023
- Total Gross Income
- £7,483,132
- Total Gross Expenditure
- £5,108,182
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 27 January 2022
- Date Accounts Received
- 27 January 2022
- Total Gross Income
- £6,029,233
- Total Gross Expenditure
- £4,473,647
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 20 January 2026
- Total Gross Income
- £9,847,517
- Total Gross Expenditure
- £7,681,403
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £1
- Income From Government Grants
- £1,249,040
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 2
- Count Salary Band 70001 80000
- 2
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 688
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 21 January 2025
- Total Gross Income
- £8,297,641
- Total Gross Expenditure
- £6,544,529
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £1
- Income From Government Grants
- £1,115,036
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 3
- Count Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 702
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 3 January 2024
- Total Gross Income
- £6,878,559
- Total Gross Expenditure
- £5,915,467
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £1
- Income From Government Grants
- £1,071,120
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 3
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 702
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 5 January 2023
- Total Gross Income
- £7,483,132
- Total Gross Expenditure
- £5,108,182
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £2
- Income From Government Grants
- £116,192
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 2
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 688
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 27 January 2022
- Total Gross Income
- £6,029,233
- Total Gross Expenditure
- £4,473,647
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £2
- Income From Government Grants
- £402,773
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 685
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 20 January 2026
- Income Donations And Legacies
- 4970388
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1418335
- Income Investments
- 574454
- Income Other
- 2884340
- Income Total Income And Endowments
- 9847517
- Income Legacies
- 857903
- Income Endowments
- 0
- Expenditure Raising Funds
- £3,737,941
- Expenditure Charitable Expenditure
- £3,943,462
- Expenditure Other
- 0
- Expenditure Total
- 7681403
- Expenditure Investment Management
- 4750
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 10673
- Expenditure Support Costs
- 1756196
- Expenditure Depreciation
- 129569
- Gain Loss Investment
- -48455
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,525,224
- Assets Total Fixed
- 4155517
- Assets Own Use
- 3061731
- Assets Long Term Investment
- 1093786
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £12,395,389
- Assets Total Liabilities
- £924,548
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £15,626,358
- Creditors One Year Total Current
- 924548
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £11,764,602
- Funds Endowment
- 0
- Funds Unrestricted
- 9737232
- Funds Restricted
- 5889126
- Funds Total
- 15626358
- Count Employees
- 192
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 21 January 2025
- Income Donations And Legacies
- 2036641
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1377772
- Income Investments
- 423034
- Income Other
- 4460194
- Income Total Income And Endowments
- 8297641
- Income Legacies
- 1082850
- Income Endowments
- 0
- Expenditure Raising Funds
- £2,802,272
- Expenditure Charitable Expenditure
- £3,742,257
- Expenditure Other
- 0
- Expenditure Total
- 6544529
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 9908
- Expenditure Support Costs
- 1490899
- Expenditure Depreciation
- 155375
- Gain Loss Investment
- 102184
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,085,300
- Assets Total Fixed
- 3424554
- Assets Own Use
- 2282313
- Assets Long Term Investment
- 1142241
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £10,894,180
- Assets Total Liabilities
- £458,230
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £13,860,504
- Creditors One Year Total Current
- 458230
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £10,074,123
- Funds Endowment
- 85000
- Funds Unrestricted
- 9662985
- Funds Restricted
- 4112519
- Funds Total
- 13860504
- Count Employees
- 172
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 3 January 2024
- Income Donations And Legacies
- 1788069
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1450104
- Income Investments
- 161670
- Income Other
- 3478716
- Income Total Income And Endowments
- 6878559
- Income Legacies
- 870417
- Income Endowments
- 0
- Expenditure Raising Funds
- £2,443,722
- Expenditure Charitable Expenditure
- £3,471,745
- Expenditure Other
- 0
- Expenditure Total
- 5915467
- Expenditure Investment Management
- 3215
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 9040
- Expenditure Support Costs
- 1415273
- Expenditure Depreciation
- 116889
- Gain Loss Investment
- -95207
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,977,500
- Assets Total Fixed
- 3200642
- Assets Own Use
- 2160585
- Assets Long Term Investment
- 1040057
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £9,266,913
- Assets Total Liabilities
- £462,347
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £12,005,208
- Creditors One Year Total Current
- 462347
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £8,265,596
- Funds Endowment
- 85000
- Funds Unrestricted
- 9134305
- Funds Restricted
- 2785903
- Funds Total
- 12005208
- Count Employees
- 156
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 5 January 2023
- Income Donations And Legacies
- 2341915
- Income Other Trading Activities
- 2142605
- Income Charitable Activities
- 1400114
- Income Investments
- 29052
- Income Other
- 1569446
- Income Total Income And Endowments
- 7483132
- Income Legacies
- 784443
- Income Endowments
- 0
- Expenditure Raising Funds
- £2,098,177
- Expenditure Charitable Expenditure
- £3,010,005
- Expenditure Other
- 0
- Expenditure Total
- 5108182
- Expenditure Investment Management
- 9382
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 8240
- Expenditure Support Costs
- 1293187
- Expenditure Depreciation
- 99088
- Gain Loss Investment
- 43628
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,651,295
- Assets Total Fixed
- 3290417
- Assets Own Use
- 2151359
- Assets Long Term Investment
- 1139058
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £8,263,116
- Assets Total Liabilities
- £416,210
- Assets Current Investment
- 328862
- Assets Total Assets And Liabilities
- £11,137,323
- Creditors One Year Total Current
- 416210
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £6,492,060
- Funds Endowment
- 85000
- Funds Unrestricted
- 8745821
- Funds Restricted
- 2306502
- Funds Total
- 11137323
- Count Employees
- 148
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 27 January 2022
- Income Donations And Legacies
- 1868225
- Income Other Trading Activities
- 1114317
- Income Charitable Activities
- 2179179
- Income Investments
- 39651
- Income Other
- 827861
- Income Total Income And Endowments
- 6029233
- Income Legacies
- 612349
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,600,102
- Expenditure Charitable Expenditure
- £2,873,545
- Expenditure Other
- 0
- Expenditure Total
- 4473647
- Expenditure Investment Management
- 9251
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 9840
- Expenditure Support Costs
- 1096276
- Expenditure Depreciation
- 97328
- Gain Loss Investment
- 156517
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 97
- Reserves
- £2,698,388
- Assets Total Fixed
- 3166045
- Assets Own Use
- 2063488
- Assets Long Term Investment
- 1102557
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £6,060,816
- Assets Total Liabilities
- £508,116
- Assets Current Investment
- 320391
- Assets Total Assets And Liabilities
- £8,718,745
- Creditors One Year Total Current
- 508116
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £4,827,323
- Funds Endowment
- 85000
- Funds Unrestricted
- 7385609
- Funds Restricted
- 1248136
- Funds Total
- 8718745
- Count Employees
- 130
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Calderdale
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Yorkshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
08 Official extract
Charity Event History
- Charity Name
- OVERGATE HOSPICE
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2021-01-19T00:00:00
- Reason
- Ceased to exist
- Assoc Organisation Number
- 3975288
- Assoc Registered Charity Number
- 1101093
- Assoc Charity Name
- CALDERDALE HELP IN BEREAVEMENT (C.H.I.B.S.)
- Charity Name
- OVERGATE HOSPICE
- Charity Event Order
- 3
- Event Type
- Asset transfer in
- Date Of Event
- 2025-05-15T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 4040490
- Assoc Registered Charity Number
- 1125172
- Assoc Charity Name
- THE KATHLEEN MARY LUMB CHARITABLE TRUST
- Charity Name
- OVERGATE HOSPICE
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1979-06-03T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 01 AUG 1980AS AMENDED BY SPECIAL RESOLUTION(S) DATED 04 MAR 1991AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 07 JUN 2002AS AMENDED BY SPECIAL RESOLUTION(S) DATED 27 JAN 2020AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 05 FEB 2020
- Charitable Objects
- 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.
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Other Names
- Charity Name Id
- 124803
- Charity Name Type
- Working name
- Charity Name
- OVERGATE HOSPICE
- Charity Name Id
- 124772
- Charity Name Type
- Previous name
- Charity Name
- CALDERDALE CHARITABLE SOCIETY FOR CONTINUING CARE LIMITED
- Charity Name Id
- 124775
- Charity Name Type
- Previous name
- Charity Name
- CALDERDALE SOCIETY FOR CONTINUING CARE LIMITED
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Care Quality Commission
12 Official extract
Charity Policy
- Policy Name
- Investment
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Risk management
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Paying staff
- Policy Name
- Volunteer management