Finance Score: 0
Governance Score: -1
Support Score: 9
  • No PartB
  • No conflicts policy: -1
  • Static board: -3
  • Gender balanced board: +3
  • Large volunteers +3
  • Grant maker support: +6
Overall GiG Score: 8 ?

OTLEY ACTION FOR OLDER PEOPLE 

Aims and ObjectivesThe charity is established to relieve the following charitable needs of older people living in Otley, Pool and Arthington:1) To relieve poverty2) To preserve and protect good health3) To advance education, and 4) To promote the social inclusion of such people who are excluded from society because they are house-bound.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • 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 and there are significant future grants due to be received
  • The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • The Board composition appears to be rather static

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£256£255£1n/an/an/an/an/a85
31/03/22£242£222£21n/an/an/an/an/a95
31/03/21£245£217£27n/an/an/an/an/a85
31/03/20£192£189£3n/an/an/an/an/a100
31/03/19£171£184£-13n/an/an/an/an/a100
31/03/18£147£197£-51£0£0£0n/a00
31/03/17£226£182£43£0£0£0n/a00
31/03/16£133£143£-10£0£0£0n/a00
31/03/15£165£160£5£0£0£0n/a00
31/03/14£151£161£-10£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 11 years

http://www.otleyactionforolderpeople.org.uk/

info@otleyactionforolderpeople.org.uk

01943463965

Charity Commission for England and WalesCompanies HouseFacebookInstagram
UN SDGs
?
Listed activities
  • Other Charitable Purposes
  • Recreation
GiG Classification
  • Services for young people
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Leeds City,
Who it helps
  • Elderly/Old People
Who works here?
  • Unknown number of employees
  • 85 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
National Lottery Community Fund£219,096
Department for Work and Pensions£20,647
DCMS£18,250
Leeds Community Foundation£13,633
Specific Donations
Amount When
Months
To be used for
Co-Operative Group - Grant to Otley Action for Older People
£1,272 21/10/2023
Funding would be used to subside meals for older people at local cafes in the Otley area. We will choose a different world theme each week, and transport and volunteer support provided.
National Lottery Community Fund - Transport for all
£10,000 23/06/2023
This funding will be used to purchase a specially adapted mini bus to transport older people and older people with disabilities. The project aims to provide transport to give older people access to ....more
Leeds Community Foundation - Otley Action Weston Friendship
£2,032 18/04/2023
Grant to Otley Action for Older People
Leeds Community Foundation - Otley Action Tuesday Lunch Club
£2,032 18/04/2023
Grant to Otley Action for Older People
Leeds Community Foundation - Pool and Arthington Lunch Club
£2,032 18/04/2023
Grant to Otley Action for Older People
National Lottery Community Fund - Helping our older people to get out and about after Covid
£9,750 10/09/2021
The funding will be used to provide extra training for our existing lead driver who would then be able to train other volunteer drivers to help transport older members of the community out on day ....more
Leeds Community Foundation - Grant to Otley Action Weston Friendship Club
£2,778 07/04/2021
Grant to Otley Action Weston Friendship Club
Leeds Community Foundation - Grant to Otley Action Tuesday Club
£2,381 07/04/2021
Grant to Otley Action Tuesday Club
Department for Work and Pensions - RED ROUTE GROUP
£20,647 01/04/2021
The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.
National Lottery Community Fund - Lets Enable Otley (LEO)
£199,346 23/02/2021
48
The project is using funding to develop a bespoke volunteer programme to enable older people to live independently in their own homes and actively take part in their communities. The project will ....more
DCMS - Coronavirus Community Support Fund
£18,250 23/07/2020
"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
Leeds Community Foundation - Grant to Otley Action Weston Friendship Club
£834 04/05/2020
Grant to Otley Action Weston Friendship Club
Leeds Community Foundation - Grant to Pool & Arthington Lunch Club
£710 04/05/2020
Grant to Pool & Arthington Lunch Club
Leeds Community Foundation - Grant to Otley Action Tuesday Club
£834 04/05/2020
Grant to Otley Action Tuesday Club
National Lottery Community Fund - Developing the Hub
£9,300 16/05/2019
12
The funding will be used to train staff and volunteers to improve the delivery of its service to older people in the community, with the aim of reducing isolation and promoting wellbeing.
Leeds Community Foundation - Connecting at the weekend project
£18,300 13/11/2018
23
A weekend community network building scheme for groups of older people who live alone, and who would otherwise be at risk of not seeing or speaking to a soul all weekend, providing contact and ....more
Leeds Community Foundation - Minibus Development Project
£9,275 16/02/2018
11
This project aims to look at our existing minibus services and the ways and means of how we can adapt them to ensure that our volunteers and most vulnerable socially isolated older people can be ....more
National Lottery Community Fund - Building the Sustainability of Otley Action for Older People
£9,950 12/07/2017
12
The group will employ an external consultant and liaise with service users, partners and stakeholders to identify ways to improve and develop their service. This will enable the organisation to ....more
National Lottery Community Fund - Memory and Inclusion Project
£124,664 10/02/2010
48
This is the continuation and development of an existing project, which aims to reduce social isolation and to improve the support available and the quality of life for older people with dementia. A ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split

Age Range of Trustees: 53-95
  • PAM GILL Appointed: 2012, Occupation: Administrator
Legal constitution
  • Charitable company registered in England & Wales on 04/02/2013, number: 1150684
  • Registered at Companies House on 21/09/2012, number: 08224902
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Volunteer management
Filing Record
10 returns made; all on time
Main office

Otley Action for Older People
Crossgate
OTLEY
LS21 3AA

Objectives

THE CHARITY IS ESTABLISHED TO RELIEVE THE FOLLOWING CHARITABLE NEEDS OF OLDER PEOPLE LIVING IN OTLEY, POOL & ARTHINGTON:- 1)TO RELIEVE POVERTY; 2)TO PRESERVE AND PROTECT GOOD HEALTH; 3)TO ADVANCE EDUCATION;AND 4)TO PROMOTE THE SOCIAL INCLUSION OF SUCH PEOPLE WHO ARE EXCLUDED FROM SOCIETY BECAUSE THEY ARE HOUSE-BOUND, OR WHO ARE UNABLE TO DRIVE OR EASILY ACCESS PUBLIC TRANSPORT AND TO ASSIST THEM TO INTEGRATE INTO SOCIETY BY SUCH MEANS AS THE TRUSTEES DEEM FIT.

Defined Area of Benefit:

OTLEY, POOL & ARTHINGTON

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great