Finance Score: -6
Governance Score: 3
Support Score: 2
  • Spending falling: -1
  • Multiple Deficits and declines: -5
  • No PartB
  • Dynamic board: +3
  • Overall weighted support: +2
Overall GiG Score: -1 ?

LEWISHAM PENSIONERS FORUM

Promote the welfare of older people in Lewisham.Provide facilities and opportunities to meet, discuss matters of common interest and undertake action to advance their well being, Information and campaiging in the interests of older people locally or nationwide.Low cost events and outings for the Forum membership to relieve the effects of poverty and advance mental health and well-being.
Analysis by Giving is Great

Positives:

  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be dynamic in terms of composition

Financial issues to consider:

  • Spending has fallen significantly over the last 5 years relative to the previous period
  • Income has been volatile and on several occasions in recent years less than spending
  • 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23*£6£35£-30n/an/an/an/an/an/a
31/03/22£46£34£12n/an/an/an/an/an/a
31/03/21£58£57£1n/an/an/an/an/an/a
31/03/20£58£65£-6n/an/an/an/an/an/a
31/03/19£38£53£-15n/an/an/an/an/an/a
31/03/18£51£59£-8n/an/an/an/an/an/a
31/03/17£46£51£-5n/an/an/an/an/an/a
31/03/16£66£61£5n/an/an/an/an/an/a
31/03/15£71£68£3n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 10 years

www.lpforum.org

info@lpforum.org

02086907869

Charity Commission for England and WalesX
UN SDGs
?
Listed activities
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • Recreation
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Other welfare services
How it operates
  • Acts as an umbrella or resource body
  • Other charitable activities
  • Provides advocacy/advice/information
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Lewisham,
Who it helps
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations
Amount When
Months
To be used for
Power to Change - Lewisham Pensioners' Forum (LPF) (BI)
£5,000 15/10/2020
Grant to Lewisham Pensioners' Forum (LPF) (BI)
City Bridge Trust - Grant to Lewisham Pensioners Forum
£6,400 15/05/2020
A grant of £6,400 to fund the essential and urgent costs outlined in the application, so that the organisation can carry on providing support to Londoners.
Power to Change - Lewisham Pensioners' Forum
£7,316 01/03/2017
16
Grant to Lewisham Pensioners' Forum

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed

  • BRIDGIT SAM-BAILEY (Chair) Appointed: 2013
  • FR HENRY ANTHONY ATHERTON Appointed: 2019
  • GRACE BLYTH Appointed: 2023
  • JEAN GOODISON Appointed: 2021
  • MRS STELLA AMAGBOKPA -NORTEY Appointed: 2013
Legal constitution
  • Charity registered in England & Wales on 08/08/2014, number: 1158175
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Paying staff
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
9 returns made; AR23: 88 days late,
Main office

Fifth Floor
Laurence House
Catford
London
SE6 4RU

Objectives

THE OBJECTIVES FOR WHICH THE FORUM IS ESTABLISHED AND TO WHICH IT IS SPECIFICALLY RESTRICTED ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF OLDER PEOPLE WHO WORK OR LIVE WITHIN OR VISIT THE LONDON BOROUGH OF LEWISHAM (“THE BOROUGH”):(A) PREVENTING OR RELIEVING POVERTY EXPERIENCED BY OLDER PEOPLE, BY DISSEMINATING INFORMATION ON FINANCIAL MATTERS AND SEEKING SUPPORT FOR CAMPAIGNS IN THE INTERESTS OF OLDER PEOPLE IN THE BOROUGH, LONDON OR NATIONWIDE.(B) ADVANCING EDUCATION AND LIFE-LONG LEARNING BY IDENTIFYING RESOURCES AND OPPORTUNITIES AVAILABLE IN THE BOROUGH FOR OLDER PEOPLE TO ACQUIRE INFORMATION, LEARN NEW SKILLS AND REVIVE OLD ONES AND TO MEET AND DISCUSS MATTERS OF COMMON INTEREST, ENSURING THAT SO FAR AS IS REASONABLE ALL SUCH RESOURCES AND OPPORTUNITIES ARE OPEN TO ALL OLDER PEOPLE IRRESPECTIVE OF MATTERS REFERRED TO IN SUB-CLAUSE (E)(1) BELOW, REFLECTING THE CULTURAL AND ETHNIC DIVERSITY OF THE BOROUGH.(C) PROMOTING THE GOOD HEALTH AND WELL-BEING OF OLDER PEOPLE BY PROVIDING INFORMATION ON SUCH MATTERS AND IDENTIFYING RESOURCES AND OPPORTUNITIES AVAILABLE IN THE BOROUGH, THEREBY ENABLING AND EMPOWERING THOSE WHO MAY BE ENCOUNTERING ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, ISOLATION OR ANY OTHER DISADVANTAGE.(D) PROMOTING SOCIAL INCLUSION AMONG OLDER PEOPLE WHO ARE AT RISK OF BEING EXCLUDED FROM SOCIETY FOR A VARIETY OF REASONS BY PROVIDING A WELCOMING AND SAFE ENVIRONMENT TO MEET AND DISCUSS RELEVANT ISSUES, BY PROVIDING REGULAR INFORMATION ON ACTIVITIES AND EVENTS, AND BY COMBATING NEGATIVE PERCEPTIONS OF AGE AND THE ELDERLY IN THE MEDIA AND ELSEWHERE.(E) IN FURTHERANCE OF THE SAID OBJECTIVES, THE FORUM SHALL:(1) PROACTIVELY ENGAGE WITH OLDER PEOPLE IN THE BOROUGH WHATEVER THEIR AGE, GENDER, SEXUALITY, RACE, ETHNIC ORIGIN, CULTURE, RELIGION, MEANS, BACKGROUND OR ABILITIES.(2) WORK WITH OTHER GROUPS AND ORGANISATIONS IN THE BOROUGH HAVING SIMILAR CHARITABLE OBJECTIVES, ESPECIALLY THOSE SERVING OR WORKING WITH INDIVIDUALS WHO MAY SUFFER DISCRIMINATION FOR ANY REASON.(F) IN FURTHERANCE OF THE SAID OBJECTIVES, THE FORUM MAY:(1) EMPLOY AND PAY ANY PERSON OR PERSONS TO SUPERVISE, ORGANISE AND CARRY ON THE WORK OF THE FORUM AND MAKE REASONABLE PROVISION FOR THE PAYMENT OF PENSIONS.(2) ESTABLISH WHERE NECESSARY LOCAL SUB-GROUPS.(3) BRING TOGETHER IN CONFERENCE AND OTHERWISE REPRESENTATIVES OF VOLUNTARY ORGANISATIONS, LOCAL AND NATIONAL GOVERNMENT DEPARTMENTS, STATUTORY AUTHORITIES AND INDIVIDUALS.(4) PROMOTE AND CARRY OUT OR ASSIST IN PROMOTING AND CARRYING OUT RESEARCH, SURVEYS AND INVESTIGATIONS AND PUBLISH THE RESULTS THEREOF.(5) ARRANGE AND PROVIDE FOR OR JOIN IN ARRANGING AND PROVIDING FOR THE HOLDING OF EXHIBITIONS, MEETINGS, LECTURES, CLASSES, SEMINARS AND TRAINING COURSES.(6) COLLECT AND DISSEMINATE INFORMATION ON MATTERS RELATING TO THE SAID OBJECTIVES AND EXCHANGE SUCH INFORMATION WITH OTHER BODIES HAVING SIMILAR OBJECTIVES.(7) UNDERTAKE, EXECUTE, MANAGE OR ASSIST ANY CHARITABLE TRUSTS WHICH MAY LAWFULLY BE UNDERTAKEN, EXECUTED, MANAGED OR ASSISTED BY THE FORUM.(8) CAUSE TO BE WRITTEN AND PRINTED OR OTHERWISE REPRODUCED AND CIRCULATED (IN HARD COPY OR ELECTRONICALLY) E-MAILS, NEWSLETTERS, OR OTHER DOCUMENTS OR RECORDINGS.(9) PURCHASE, TAKE ON LEASE OR IN EXCHANGE, HIRE OR OTHERWISE ACQUIRE ANY PROPERTY OR OTHER RIGHTS OR ASSETS AND CONSTRUCT, MAINTAIN AND ALTER ANY BUILDINGS OR ERECTIONS NECESSARY FOR THE WORK OF THE FORUM.(10) MAKE REGULATIONS FOR ANY PROPERTY, RIGHTS OR ASSETS WHICH MAY BE SO ACQUIRED.(11) SELL, LET, MORTGAGE, DISPOSE OF OR TURN TO ACCOUNT ALL OR ANY OF THE PROPERTY, RIGHTS OR ASSETS OF THE FORUM.(12) BORROW OR RAISE MONEY AND ACCEPT GIFTS ON SUCH TERMS AND ON SUCH SECURITY AS SHALL BE DEEMED TO BE NECESSARY.(13) RAISE FUNDS AND INVITE AND RECEIVE GRANTS AND CONTRIBUTIONS.(14) INVEST MONEYS NOT IMMEDIATELY REQUIRED FOR THE SAID OBJECTIVES IN SUCH INVESTMENTS, SECURITIES OR PROPERTY AS MAY BE THOUGHT FIT.(15) PURCHASE AT THE FORUM’S EXPENSE TRUSTEE INDEMNITY INSURANCE COVER IN ACCORDANCE WITH, AND SUBJECT TO CONDITIONS IN, SECTION 189 OF THE CHARITIES ACT 2011.(16) CARRY OUT SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE EXECUTIVE COMMITTEE MEMBERS MAY FROM TIME TO TIME DECIDE.

Defined Area of Benefit:

LONDON BOROUGH OF LEWISHAM

Data Sources

Charity Commission for England and Wales
360 Giving

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