Finance Score: 0

Governance Score: 6

Support Score: 7

No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +4

Overall GiG Score: 13

AGE CONCERN STURMINSTER NEWTON AND NORTH DORSET

Derived from a charity founded in 1938, Age Concern Sturminster Newton and North Dorset has operated since 1991, becoming a CIO (1162034) in June 2015.It aims to promote the well-being of all older people, alleviating isolation and loneliness. Staff and volunteers provide help with Information and Advice on benefits, a Befriending and Bereavement service,an Exercise Class and Telephone support.

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 and dynamic in terms of composition

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/09/23		£28	£18	£9	n/a	n/a	n/a	n/a	n/a	n/a
30/09/22		£18	£18	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/21		£28	£13	£15	n/a	n/a	n/a	n/a	n/a	n/a
30/09/20		£30	£20	£10	n/a	n/a	n/a	n/a	n/a	n/a
30/09/19		£24	£23	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/18		£21	£30	£-9	n/a	n/a	n/a	n/a	n/a	n/a
30/09/17		£17	£40	£-22	n/a	n/a	n/a	n/a	n/a	n/a
30/09/16	*	£58	£58	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Established: 9 years

www.acnorthdorset.org.uk

info@acnorthdorset.org.uk

01258475582

Charity Commission for England and Wales

Tweets

Listed activities

Disability
General Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Dorset,

Who it helps

Elderly/Old People

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.

Major supporters in last 5 years

Garfield Weston Foundation	£7,500
Dorset Community Foundation	£5,000
The Foyle Foundation	£3,000

Specific Donations

Amount	When Months	To be used for
Dorset Community Foundation - Core Funding to help with staff salary
£5,000	06/02/2023	Contribution to part time manager who is single paid member of the organisation
The Foyle Foundation - Small Grants
£3,000	20/09/2022	towards core costs over the next 12 months
Garfield Weston Foundation - Main Grants award
£2,500	15/07/2022	Core Costs
Garfield Weston Foundation - Main Grants award
£5,000	25/09/2020	Core Costs/Unrestricted
Garfield Weston Foundation - Main Grants award
£7,500	25/07/2018	application to Garfield Weston Foundation for Welfare Funds

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

DEREK GWYNNE Appointed: 2015

DIANNE COOPER Appointed: 2013

FRANCES PEARCE Appointed: 2011

RICHARD RUSSELL Appointed: 2024

THOMAS HAYDON-DAVIES Appointed: 2024

YVETTE COURTNEY Appointed: 2024

Legal constitution

Charity registered in England & Wales on 05/06/2015, number: 1162034

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

8 returns made; AR16: 22 days late,

Main office

Age Concern North Dorset
Stour Connect
Stour View Close
Sturminster Newton
DT10 1JF

Objectives

THE OBJECT OF THE CIO SHALL BE TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND STURMINSTER NEWTON AND DISTRICT (HEREINAFTER CALLED THE AREA OF BENEFIT) IN PARTICULAR BY THE PROVISION AND OPERATION OF DAY CARE FACILITIES AND SERVICES FOR ELDERLY PEOPLE

Data Sources

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