Finance Score: 0
Governance Score: 3
Support Score: 8
  • Strong growth: +2
  • Multiple Deficits: -2
  • No PartB
  • Dynamic board: +3
  • Large volunteer base +3
  • Overall weighted support: +5
Overall GiG Score: 11 ?

OLDER CITIZENS ADVOCACY YORK

OCAY provides a free, confidential and independent advocacy service to older people in the City of York and its surrounding area in order to provide relief to older people in need.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • There has been strong growth in spending over the last 5 years
  • A significant proportion of recent income was derived from major grant makers
  • The Board appears to be dynamic in terms of composition

Financial issues to consider:

  • There has been a change of accounting period recently, so trends may be hard to determine
  • On several occasions in recent years income has been 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 ?
N.B. data has been adjusted to reflect year end change
Sources of Income ?
Y/E Income Spending Surplus/
Deficit
Volun-
teers
30/09/23£123£93£30n/a
30/09/22?£109£133£-24n/a
31/03/21£124£85£39n/a
31/03/20£78£89£-11n/a
31/03/19£169£92£77n/a
31/03/18£0£0£0n/a

Highest pay bracket: less than £60,000
Established: 7 years
Charity Commission for England and WalesX
UN SDGs
?
Listed activities
  • Disability
  • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • City Of York,
Who it helps
  • Elderly/Old People
  • Other Defined Groups

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
National Lottery Community Fund£252,426
Charles Hayward Foundation£5,500
Joseph Rowntree Housing Trust£5,000
Two Ridings Community Foundation£3,298
The Grocers' Charity£2,000
CAF£1,300
Specific Donations
Amount When
Months
To be used for
The Grocers' Charity - 2024 Grant - Older Citizens Advocacy York
£2,000 14/12/2023
To support the purchase of two laptops one for Administration Support to research, organise and book outreach visits to help older people in their communities. The second laptop would be for their client one-to-one meeting room.
Two Ridings Community Foundation - Maximising Benefit income and entitlement
£1,974 19/07/2022
Funding to provide staff time to support people access their welfare benefits and providing other advice and support.
National Lottery Community Fund - Advocacy Support for older people in York
£252,426 20/07/2021
The funding will help to provide a free confidential and independent advocacy service for older people across York; helping them to have a voice in the issues that concern them.
Joseph Rowntree Housing Trust - Benefits advocacy and poverty reduction
£5,000 11/05/2021
Funding towards delivery of comprehensive advocacy support to clients experiencing or at risk of being pulled into poverty
Charles Hayward Foundation - Grant to Older Citizens Advocacy York (OCAY)
£5,500 18/09/2020
Benefits advocacy for older people
The Clothworkers Foundation - Grant to Older Citizens Advocacy York
£1,100 09/09/2020
purchase of laptops for a charity supporting older people in North Yorkshire
CAF - Grant to Older Citizens Advocacy york
£1,300 04/05/2020
Grant to Older Citizens Advocacy york to support the organisation through COVID19
Two Ridings Community Foundation - Covid19
£1,324 02/04/2020
Funding for resources to work remotely, and to cover lost fundraising opportunities.
Joseph Rowntree Foundation - Benefits Advocacy
£5,799 31/01/2019
To increase capacity to deliver comprehensive advocacy support to clients accessing benefits
Two Ridings Community Foundation - Improving business planning and development
£9,975 03/05/2018
Funding to support extra hours for the Charity Manager to work on the development of new business areas that would ultimately benefit the health and wellbeing of elderly people.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split

  • ALISON LOUISE REGAN Appointed: 2024
  • GILLIAN CALDICOTT (Chair) Appointed: 2020
  • LAURA ANN WALKER Appointed: 2023
  • MATTHEW WILLIAM KNIGHT Appointed: 2021, Occupation: Retired
  • MICHAEL LEIGHTON Appointed: 2024
  • SYLVIA DOUGHTY Appointed: 2017
  • TRACEY ELAINE DENNISON Appointed: 2021
Legal constitution
  • Charity registered in England & Wales on 12/07/2017, number: 1173795
Gift Aid
  • 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
6 returns made; all on time
Main office

Older Citizens Advocacy York
Priory Street Centre
15 Priory Street
YORK
YO1 6ET

Objectives

THE OBJECTS OF THE CIO ARE:THE OBJECTIVE OF OLDER CITIZENS ADVOCACY YORK (OCAY) IS TO PROVIDERELIEF TO OLDER PEOPLE IN NEED IN THE CITY OF YORK AND ITS SURROUNDINGAREA BY THE PROVISION OF A GENERAL ADVOCACY SERVICE.NOTHING IN THIS CONSTITUTION SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CIO FOR THEPURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH [SECTION 7 OF THE CHARITIES AND TRUSTEEINVESTMENT (SCOTLAND) ACT 2005] AND [SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008]

Data Sources

Charity Commission for England and Wales
360 Giving

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