EDEN VALLEY HOSPICE, CARLISLE

Charity number: 1008796
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£5,755,414

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Donations and legacies £3.31m
Charitable activities £0
Other trading activities £2.18m
Investments £202.53k
Other £64.34k

Total expenditure:
£5,067,284

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Raising funds £1.02m
Charitable activities £4.04m
Other £0

£50,169 investments gains (losses)

Total income includes £88,941 from 1 government contract(s) and £1,045,481 from 2 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £1.02m
Charitable expenditure £4.04m
Retained for future use £688.13k

People

131 Employee(s)

8 Trustee(s)

220 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 4
£80k to £90k 2

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 26 February 1992: Standard registration
  • 08 April 2021: Funds received from 1036550 THE INNER WHEEL CLUB OF CARLISLE SOUTH BENEVOLENT ...
  • 27 June 2025: Funds received from 1138081 KIRKBY THORE PRE-SCHOOL
Organisation type:
Charitable company
Other names:
  • EDEN VALLEY HOSPICE, CARLISE LTD (Working name)
Company number:
02677824 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
Policies:
  • 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
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Richard Nixon Trustee 01 October 2024
None on record
Paul Agnew Trustee 15 January 2024
POVERTYSWAP LIMITED
Received: On time
Matt Hall Trustee 15 January 2024
None on record
Ann Noblett Trustee 15 January 2024
None on record
Gwyn Lishman Trustee 15 January 2024
None on record
Mark Linton Elliott Trustee 01 May 2023
None on record
Professor Bronwyn Kerr Trustee 30 April 2021
None on record
Mark Duffell Trustee 23 April 2021
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/03/2023 31/03/2024
Total gross income £4.70m £5.05m £9.61m £7.93m £5.76m
Total expenditure £4.02m £3.83m £4.23m £5.86m £5.07m
Income from government contracts N/A N/A N/A £158.98k £88.94k
Income from government grants £823.83k £1.59m £1.55m £1.20m £1.05m
Income - Donations and legacies £2.49m £1.42m £7.95m £5.32m £3.31m
Income - Other trading activities £2.16m £1.66m £1.64m £2.56m £2.18m
Income - Charitable activities £26.33k £1.95m £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £11.39k £9.16k £6.30k £36.38k £202.53k
Income - Other £7.48k £5.70k £18.27k £11.52k £64.34k
Income - Legacies £1.01m £797.31k £5.54m £1.94m £1.17m
Expenditure - Charitable activities £3.13m £3.12m £3.19m £4.56m £4.04m
Expenditure - Raising funds £886.20k £704.46k £1.04m £1.30m £1.02m
Expenditure - Governance £4.30k £1.16m £1.17m £2.36m £115.91k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £1.38k £504 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/03/2023 31/03/2024
Own use assets £3.67m £3.58m £3.53m £3.73m £4.44m
Long-term investments £0 £0 £251.25k £213.98k £1.73m
Other assets £3.39m £4.74m £10.01m £10.68m £9.89m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £459.02k £498.42k £575.08k £262.78k £948.77k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 20 January 2025 On time
Accounts and TAR 31 March 2024 20 January 2025 On time
Annual return 31 March 2023 15 January 2024 On time
Accounts and TAR 31 March 2023 15 January 2024 On time
Annual return 31 December 2021 28 September 2022 On time
Accounts and TAR 31 December 2021 28 September 2022 On time
Annual return 31 December 2020 15 October 2021 On time
Accounts and TAR 31 December 2020 15 October 2021 On time
Annual return 31 December 2019 27 October 2020 On time
Accounts and TAR 31 December 2019 27 October 2020 On time
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 15 JANUARY 1992 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 16 FEB 2022

Charitable objects

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

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
EDEN VALLEY HOSPICE
DURDAR ROAD
CARLISLE
CA2 4SD
Phone:
01228810801
Email:
nick.heaney@edenvalleyhospice.org
Website:

www.edenvalleyhospice.org Open in new window