Finance Score: -2

Governance Score: -4

Support Score: 8

Accounts filed more than 5 days late: -2 times
No PartB

No volunteer policy: -2
No conflicts policy: -1
Mainly female board: -1

Large volunteers +3
Gov Income
Grant maker support: +5

Overall GiG Score: 2

SOUTH GLOUCESTERSHIRE OVER 50'S FORUM

South Gloucestershire Over 50's Forum represents the voice of people over 50 in the authority area.The Forum arranges meetings across South Gloucestershire to hear the voice. Speakers are invited to address topics that are important to local people and provide information that can assist people and might improve their lives.The voice of people is represented at strategic partnership meetings

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
Most of the income over the last 3 years has been in the form of Government grants or contracts

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 2 years and the current period appears to have been extended

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
01/04/23	*	£20,000	£10,616	£9,384	7
01/04/22	*	£12,208	£10,641	£1,567	1

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 4 years

www.southglosover50sforum.org.uk

southglosover50s@gmail.com

07967102141

Charity Commission for England and Wales

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
The Prevention Or Relief Of Poverty

GiG Classification

Services for people with disabilities

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides services

Where it operates

South Gloucestershire,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies

Who works here?

Unknown number of employees
7 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

BRENDA LANGLEY Appointed: 2020

CHRISTINE DUGDALE Appointed: 2020

HEATHER GODDARD Appointed: 2020

MICHAEL VERNON Appointed: 2021

APRIL BEGLEY Appointed: 2020, Other trusteeship: WHITFIELD TABERNACLE TRUST,

MARGARET SLUCUTT (Chair) Appointed: 2020, Other trusteeship: SOUTHERN BROOKS COMMUNITY PARTNERSHIPS,

Legal constitution

Charity registered in England & Wales on 15/10/2020, number: 1191820

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Internal charity financial controls policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries

Filing Record

2 returns made; AR23: 55 days late, AR22: 58 days late,

Main office

56 - 58 Newton Road
Cadbury Heath
BRISTOL
BS30 8EL

Objectives

THE OBJECTS OF THE CIO ARE: 1. TO RELIEVE THE CHARITABLE NEEDS ASSOCIATED WITH AGEING OF OLDER PEOPLE RESIDENT IN SOUTH GLOUCESTERSHIRE AND IN PARTICULAR BUT NOT EXCLUSIVELY: A) TO RELIEVE POVERTY, HARDSHIP AND DISTRESS THROUGH CAMPAIGNING, THE PROVISION OF INFORMATION AND ADVICE. B) TO PRESERVE AND PROTECT GOOD HEALTH C) TO PROVIDE OR ASSIST IN THE PROVISION OF INFORMATION REGARDING OPPORTUNITIES FOR DEVELOPING SKILLS IN THE INTERESTS OF SOCIAL WELFARE WITH THE AIM OF IMPROVING THEIR CONDITIONS OF LIFE. 2. TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY WORKING WITH PEOPLE IN SOUTH GLOUCESTERSHIRE WHO ARE SOCIALLY EXCLUDED ON THE GROUNDS OF THEIR AGE TO RELIEVE THE NEEDS OF SUCH PEOPLE AND ASSIST THEM TO INTEGRATE INTO SOCIETY BY: A) PROVIDING A LOCAL NETWORK GROUP THAT ENCOURAGES AND ENABLES MEMBERS OVER 50 TO PARTICIPATE MORE EFFECTIVELY WITH THE WIDER COMMUNITY; AND B) INCREASING AND CO-ORDINATING OPPORTUNITIES FOR THOSE AGED OVER 50 TO ENGAGE WITH SERVICE PROVIDERS, TO ENABLE THOSE PROVIDERS TO ADAPT SERVICES TO BETTER MEET THE NEEDS OF THAT COMMUNITY. IN FURTHERANCE OF THESE OBJECTS, THE TRUSTEES SHALL: • RUN LOCAL NETWORKS TO INCREASE KNOWLEDGE AND SKILLS OF OLDER PEOPLE, INCREASING THEIR PARTICIPATION IN SOCIETY AND REDUCING SOCIAL EXCLUSION. • RAISE AWARENESS OF THE SERVICES AND ACTIVITIES OFFERED BY PARTNERS AND THE CIO FOR OLDER PEOPLE, SO THEY FEEL INCLUDED AND UNDERSTAND THE LOCAL SUPPORT AVAILABLE. • LISTEN TO CONCERNS AND ISSUES FACING OLDER PEOPLE IN SOUTH GLOUCESTERSHIRE, SHARE THEIR VOICE WITH SOUTH GLOUCESTERSHIRE COUNCIL, BNSSG CCG, LOCAL PARTNERSHIPS AND THE PUBLIC AND CAMPAIGN FOR CHANGE FOR THEIR BENEFIT. THE CHARITY SHALL BE NON-PARTY IN POLITICS AND NON-SECTARIAN IN RELIGION. THE AREA OF BENEFIT SHALL BE SOUTH GLOUCESTERSHIRE.

Defined Area of Benefit:

LOCAL

Data Sources