Finance Score: -2

Governance Score: 3

Support Score: 8

Multiple Deficits: -2
No PartB

Gender balanced board: +3

Large volunteers +3
Grant maker support: +5

Overall GiG Score: 9

CONCERN WADEBRIDGE

The Charity's objects are specifically restricted to promoting the welfare of those persons aged 50 years and over in any manner deemed by law to be charitable within Wadebridge and District.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
The Board appears to be well diversified in terms of 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
On several occasions in recent years income has been less than spending

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		£182	£186	£-4	n/a	n/a	n/a	n/a	n/a	48
31/03/22		£120	£213	£-93	n/a	n/a	n/a	n/a	n/a	10
31/03/21		£267	£236	£31	n/a	n/a	n/a	n/a	n/a	73
31/03/20	*	£136	£187	£-51	n/a	n/a	n/a	n/a	n/a	73
31/03/19		£103	£159	£-56	n/a	n/a	n/a	n/a	n/a	63
31/03/18		£195	£124	£71	£0	£0	£0	n/a	0	0
31/03/17		£179	£97	£82	£0	£0	£0	n/a	0	0
31/03/16		£49	£93	£-44	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 9 years

concernwadebridge.org.uk

secretary@concernwadebridge.org.uk

01208812289

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives

GiG Classification

General outpatient health-care services

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides other finance
Provides services

Where it operates

Cornwall,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who supports 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

DCMS	£35,000
National Lottery Community Fund	£28,505
Cornwall Community Foundation	£18,000
Co-Operative Group	£5,847

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Health & Wellbeing – Living With Covid
£9,970	16/12/2022	The funding will be used to extend the current Health and Wellbeing project for the community. The project aims to help people who are living with the effects of Covid and other long-term health and ....more The funding will be used to extend the current Health and Wellbeing project for the community. The project aims to help people who are living with the effects of Covid and other long-term health and life limiting conditions.
Co-Operative Group - Grant to Concern Wadebridge
£2,917	23/10/2021	We'll provide an accessible boat for people to use on The River Camel; to enable people of all ages and disabilities the opportunity to explore, fish and enjoy the benefits of the river.
National Lottery Community Fund - Health & Wellbeing - Coming out of Lockdown
£9,970	16/04/2021	The funding will allow the organisation to re-introduce a range of groups at their centre including a Memory Café and Hospice Support.
DCMS - Coronavirus Community Support Fund
£35,000	08/07/2020	"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 "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 operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Cornwall Community Foundation - In response to Covid-19
£10,000	29/06/2020 4	Continue to support those with mobility issues and in isolation owing to the pandemic.
Cornwall Community Foundation - In response to Covid 19
£5,000	30/04/2020 1	To provide a telephone service and meals to the most vulnerable.
National Lottery Community Fund - For Such A Time As This
£8,565	24/04/2020 4	This project will deliver support to those most vulnerable and isolated in the community by offering telephone befriending support a meals on wheel service frozen food fresh meat and vegetables ....more This project will deliver support to those most vulnerable and isolated in the community by offering telephone befriending support a meals on wheel service frozen food fresh meat and vegetables groceries prescriptions and medical equipment. It will transport anything that they get asked to do and will address the issues of those who are housebound.
Cornwall Community Foundation - In response to Covid 19
£3,000	27/03/2020 1	To provide a telephone service and meals to the most vulnerable.
Co-Operative Group - Grant to Transport that will make a difference!
£2,930	15/11/2019	We want to buy and run a single wheelchair accessible vehicle, helping people get to medical appointments, go on holiday and enjoy life.
Co-Operative Group - Grant to Concern Wadebridge
£3,666	19/11/2018	We need to buy counterbalance tables, which will help easy transfer from seat to seat or allow wheelchairs to fit under them.
National Lottery Community Fund - Chatter that matters
£9,995	07/02/2018 12	The charity will run a range of activities and support sessions for people living with the effects of dementia. The project aims to provide wellbeing support and shared learning opportunities, ....more The charity will run a range of activities and support sessions for people living with the effects of dementia. The project aims to provide wellbeing support and shared learning opportunities, helping people to live active lives and reduce feelings of isolation.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 66-86

ELLIOT ANTHONY OSBORNE Appointed: 2020, Occupation: Director, Other trusteeship: WADEBRIDGE YOUNG PEOPLE'S ACTIVITY CENTRE ASSOCIATION,

EVES MARIE CARKEEK Appointed: 2018, Occupation: Manager

JOHN LYLE POMEROY Appointed: 2018, Occupation: Clerical Officer, Other trusteeship: ROTARY CLUB OF WADEBRIDGE TRUST FUND,

JANET ELIZABETH HULME Appointed: 2017, Occupation: Retired

MARION LARKIN Appointed: 2015, Occupation: Director, Other trusteeships: THE DOC MARTIN FUND, NORTH CORNWALL RIDING FOR THE DISABLED ASSOCIATION INCORPORATING CARRIAGE DRIVING,

MARTIN BUTLER Appointed: 2023, Occupation: Director And Company Secretary

PAUL BROCKLEBANK Appointed: 2016, Occupation: Retired

STEPHEN KNIGHTLEY Appointed: 2021, Occupation: Architect, Other trusteeship: WADEBRIDGE YOUNG PEOPLE'S ACTIVITY CENTRE ASSOCIATION,

Legal constitution

Charitable company registered in England & Wales on 27/02/2015, number: 1160700
Registered at Companies House on 24/07/2014, number: 09146985

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

8 returns made; AR20: 10 days late,

Main office

JOHN BETJEMAN CENTRE
SOUTHERN WAY
WADEBRIDGE
PL27 7BX

Objectives

THE CHARITY’S OBJECTS ARE SPECIFICALLY RESTRICTED TO PROMOTING THE WELFARE OF THOSE PERSONS AGED 50 YEARS AND OVER IN ANY MANNER WHICH IS DEEMED BY LAW TO BE CHARITABLE WITHIN WADEBRIDGE AND DISTRICT

Data Sources