Finance Score: 0

Governance Score: 6

Support Score: 6

No PartB

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

Grant maker support: +6

Overall GiG Score: 12

RICHMOND HILL ELDERLY ACTION LIMITED

To develop services and activities which improve the quality of life for older people, living in Richmond Hill and the surrounding areas, who have a particular and identifiable need. Activities include: Home visits, drop-in, advocacy and advice, information, sign-posting. Activities that promote social inclusion; lunch clubs, friendship group, art group, exercise group. Newsletter quarterly.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
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

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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		£206	£227	£-21	n/a	n/a	n/a	n/a	n/a	27
31/03/22		£205	£175	£31	n/a	n/a	n/a	n/a	n/a	29
31/03/21		£181	£177	£4	n/a	n/a	n/a	n/a	n/a	60
31/03/20		£180	£183	£-3	n/a	n/a	n/a	n/a	n/a	62
31/03/19	*	£164	£172	£-8	n/a	n/a	n/a	n/a	n/a	56
31/03/18		£151	£150	£1	£0	£0	£0	n/a	0	0
31/03/17		£171	£150	£21	£0	£0	£0	n/a	0	0
31/03/16		£229	£124	£104	£0	£0	£0	n/a	0	0
31/03/15		£145	£139	£6	£0	£0	£0	n/a	0	0
31/03/14		£117	£98	£19	£0	£0	£0	n/a	0	0
31/03/13		£130	£54	£76	£0	£0	£0	n/a	0	0
31/03/12		£86	£82	£4	£0	£0	£0	n/a	0	0
31/03/11		£105	£87	£17	£0	£0	£0	n/a	0	0
31/03/10		£109	£92	£17	£0	£0	£0	n/a	0	0
31/03/09		£144	£121	£23	£0	£0	£0	n/a	0	0
31/03/08		£105	£102	£3	£0	£0	£0	n/a	0	0
31/03/07		£119	£97	£22	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 18 years

www.rhea-leeds.org.uk

info@rhea-leeds.org.uk

01132485200

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Services for the elderly

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Leeds City,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
27 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.

Specific Donations

Amount	When Months	To be used for
Leeds Community Foundation - Keep Warm to Keep Well
£2,830	30/10/2023	Grant to Richmond Hill Elderly Action
Leeds Community Foundation - Thursday Lunch Club
£2,032	18/04/2023	Grant to Richmond Hill Elderly Action
National Lottery Community Fund - Minibus Driver
£31,995	24/03/2023	This funding will support Richmond Hill Elderly Action to employ a part time minibus driver to restart their door-to-door transport. The project aims to support a minimum of 73 people per year ....more This funding will support Richmond Hill Elderly Action to employ a part time minibus driver to restart their door-to-door transport. The project aims to support a minimum of 73 people per year experiencing loneliness and isolation to connect with other people and gain some independence.
Leeds Community Foundation - Winter Warmth Packs.
£4,450	20/09/2022	Grant to Richmond Hill Elderly Action
Leeds Community Foundation - Grant to Richmond Hill Elderly Action
£2,489	20/04/2022	Grant to Richmond Hill Elderly Action
Leeds Community Foundation - Grant to Richmond Hill Elderly Action
£3,175	07/04/2021	Grant to Richmond Hill Elderly Action
Leeds Community Foundation - Warm & Well
£749	07/10/2020 4	Grant to Richmond Hill Elderly Action
Leeds Community Foundation - Grant to Richmond Hill Elderly Action
£1,538	04/05/2020 12	Grant to Richmond Hill Elderly Action
Leeds Community Foundation - The Pantry
£2,125	06/11/2019	Provision of a new, community meal scheme for older people over the winter months.
Leeds Community Foundation - Grant to TLC (Tuesday and Thursday Lunch Clubs) - Richmond Hill
£2,608	30/04/2019 12	Grant to TLC (Tuesday and Thursday Lunch Clubs) - Richmond Hill
National Lottery Community Fund - Exercise in Disguise
£7,762	26/07/2018 12	The funding will be used to run weekly activities for very elderly and disabled members of the community to help improve their wellbeing, health and reduce social isolation.
Leeds Community Foundation - RHEA (Richmond Hill Elderly Action)
£10,735	07/06/2018 12	Not having someone to talk to in the evening can be lonely and isolating, particularly if you've been used to sharing your home and time with a loved one. RHEA's 'It's so good to talk' pilot project, ....more Not having someone to talk to in the evening can be lonely and isolating, particularly if you've been used to sharing your home and time with a loved one. RHEA's 'It's so good to talk' pilot project, a weekly friendly phone chat with a volunteer, can make all the difference.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 47-77

ANDREW MILBURN Appointed: 2020, Occupation: Solicitor

BERNADETTE GAHAN Appointed: 2021, Occupation: Centre Manager

COUNCILLOR ASGHAR KHAN Appointed: 2012, Occupation: Councillor, Other trusteeship: BURMANTOFTS COMMUNITY PROJECTS,

FRANCIS BRETT Appointed: 2016, Occupation: Retired

PAMELA WALKER Appointed: 2016, Occupation: Retired

ROGER SHOOTER Appointed: 2019, Occupation: Retired, Other trusteeships: MECHANIC'S INSTITUTE, WINDMILL COMMUNITY TRANSPORT LTD,

REV DARREN PERCIVAL Appointed: 2018, Other trusteeship: CROSS GREEN - GROWING TOGETHER,

Legal constitution

Charitable company registered in England & Wales on 22/06/2006, number: 1114792
Registered at Companies House on 10/03/2006, number: 05738091

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
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
Trustee expenses policy and procedures
Volunteer management

Filing Record

17 returns made; AR19: 4 days late,

Main office

Richmond Hill Community Centre
Long Close Lane
Leeds
LS9 8NP

Objectives

1. TO PROMOTE THE WELFARE OF ELDERLY RESIDENTS OF THE RICHMOND HILL AREA OF LEEDS AND SURROUNDING AREAS, IN ANY MANNER WHICH NOW OR IN THE FUTURE MAY BE DEEMED TO BE CHARITABLE IN LAW;2. TO RELIEVE POVERTY AND TO PROMOTE GOOD HEALTH AMONGST ELDERLY, DISABLED AND OTHERWISE DISADVANTAGED PEOPLE, AND THEIR CARERS, IN THE RICHMOND HILL AREA OF LEEDS AND SURROUNDING AREAS;3. TO ADVANCE THE EDUCATION OF THE PUBLIC WITH PARTICULAR REFERENCE TO THE FINANCIAL, HEALTH, HOUSING AND WELFARE ENTITLEMENTS AND THE NEEDS IN RELATION TO FUEL, HEAT AND LIGHT OF ELDERLY DISABLED AND OTHERWISE DISADVANTAGED PEOPLE;4. TO FURTHER ANY OTHER CHARITABLE PURPOSE OR PURPOSES

Defined Area of Benefit:

RICHMOND HILL AREA OF LEEDS AND ITS ENVIRONS

Data Sources