Finance Score: 0

Governance Score: 0

Support Score: 5

Good reserves management: +3
Volatile income: -3

Grant maker support: +5

Overall GiG Score: 5

COMMUNITY FIRST YORKSHIRE LTD

To promote any charitable purpose for the benefit of the community in the administrative counties of North, South and West Yorkshire, with particular reference to the rural areas, by assisting the work of statutory authorities and voluntary organisations engaged in the advancing of education, furthering health, relieving poverty, distress, sickness and other charitable purpose.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Financial issues to consider:

Income has been volatile recently

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
31/03/23	£1,013	£1,041	£-29	£0	£986	£455	5.2	29
31/03/22	£1,157	£1,021	£136	£0	£1,015	£463	5.4	32
31/03/21	£1,110	£1,077	£34	£0	£878	£436	4.9	35
31/03/20	£1,398	£1,314	£84	£0	£845	£418	3.8	38
31/03/19	£1,319	£1,143	£176	£0	£761	£393	4.1	32
31/03/18	£1,163	£926	£237	£0	£585	£357	4.6	27
31/03/17	£543	£581	£-38	£0	£348	£253	5.2	13
31/03/16	£550	£441	£109	£0	£386	£255	6.9	15
31/03/15	£289	£323	£-34	£0	£0	£0	n/a	0
31/03/14	£475	£443	£32	£0	£0	£0	n/a	0
31/03/13	£448	£440	£8	£0	£0	£0	n/a	0
31/03/12	£606	£541	£65	£6	£271	£237	5.3	10
31/03/11	£616	£536	£81	£6	£206	£156	3.5	12
31/03/10	£568	£644	£-76	£6	£125	£125	2.3	11
31/03/09	£1,388	£1,479	£-92	£9	£201	£201	1.6	20
31/03/08	£3,954	£3,941	£13	£18	£293	£293	0.9	33
31/03/07	£3,145	£3,115	£30	£4	£279	£79	0.3	35
31/03/06	£2,099	£2,217	£-118	£0	£0	£0	n/a	0
31/03/05	£857	£872	£-15	£0	£0	£0	n/a	0
31/03/04	£792	£752	£40	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 46%
Reserves/Spending: 5.2 months
Net Current Assets/Spending: 11 months
Quick Ratio: 9.3

Asset Split ?

Established: 40 years

www.communityfirstyorkshire.org.uk

info@communityfirstyorkshire.org.uk

01904704177

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Community services

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information
Provides human resources
Sponsors or undertakes research

Where it operates

Barnsley, Bradford City, Calderdale, City Of Wakefield, Doncaster, Kirklees, Leeds City, North Yorkshire, Rotherham, Sheffield City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

29 employees

Who's supporting 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.

Specific Donations

Amount	When Months	To be used for
Two Ridings Community Foundation - Grant to Community First Yorkshire
£25,000	31/08/2022	VCSE Health and Care Sector Assembly
Two Ridings Community Foundation - Grant to Community First Yorkshire
£5,050	08/08/2022	Participation in Population Health Management programme - North Yorkshire.
Two Ridings Community Foundation - Grant to Community First Yorkshire
£2,500	11/10/2021	HCV VCSE Place Based Investment - North Yorkshire
Two Ridings Community Foundation - Grant to Community First Yorkshire
£8,400	11/10/2021	HCV VCSE Leadership Participation Grant
DCMS - Building Connections Fund
£21,902	01/04/2019	This expansion based in North Yorkshire will tackle loneliness by developing activities and facilitate and connect organisations to take action in their own locality, they will encourage volunteers ....more This expansion based in North Yorkshire will tackle loneliness by developing activities and facilitate and connect organisations to take action in their own locality, they will encourage volunteers to support delivery. The organisation is well connected and has experience of the area. They have plans to share learning and develop the first county wide strategy on loneliness.
DCMS - Building Connections Fund
£21,902	02/01/2019	This expansion based in North Yorkshire will tackle loneliness by developing activities and facilitate and connect organisations to take action in their own locality, they will encourage volunteers ....more This expansion based in North Yorkshire will tackle loneliness by developing activities and facilitate and connect organisations to take action in their own locality, they will encourage volunteers to support delivery. The organisation is well connected and has experience of the area. They have plans to share learning and develop the first county wide strategy on loneliness.
National Lottery Community Fund - Nowt but a brew
£55,751	26/11/2018 36	Nowt But A Brew
Ministry of Defence - Supporting delivery of a public service
£90,755	01/04/2018	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.
Ministry of Defence - Supporting delivery of a public service
£90,755	01/04/2018	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.
Ministry of Defence - Financial Assistance/Support
£90,755	01/04/2018	The Grant will fund projects that suuport on-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook ....more The Grant will fund projects that suuport on-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.The type of projects may include:a)practical support and companionship to improve older veterans wellbeing.b)the provision of services to assist individuals in the completion of personal paperwork.c)projects to build or enhance access to centres where elderly veterans can meet and avoid isolation.c)the promotion of education of aged veterans needs.
Power to Change - Rural Action Yorkshire
£29,850	03/04/2017 11	Grant to Rural Action Yorkshire
Ministry of Defence - Supporting delivery of a public service
£82,839	01/04/2017	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.The type of projects may include:a) practical support and companionship to improve older veterans wellbeing.b) the provision of services to assist individuals in the completion of personal paperwork.c) projects to build or enhance access to centres where elderly veterans can meet and avoid isolation.d) the promotion of education of aged veterans needs.
Ministry of Defence - Supporting delivery of a public service
£82,839	01/04/2017	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.The type of projects may include:a) practical support and companionship to improve older veterans wellbeing.b) the provision of services to assist individuals in the completion of personal paperwork.c) projects to build or enhance access to centres where elderly veterans can meet and avoid isolation.d) the promotion of education of aged veterans needs.
Ministry of Defence - Supporting delivery of a public service
£82,839	01/04/2017	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.The type of projects may include:a) practical support and companionship to improve older veterans wellbeing.b) the provision of services to assist individuals in the completion of personal paperwork.c) projects to build or enhance access to centres where elderly veterans can meet and avoid isolation.d) the promotion of education of aged veterans needs.
Ministry of Defence - Supporting delivery of a public service
£82,839	01/04/2017	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.The type of projects may include:a) practical support and companionship to improve older veterans wellbeing.b) the provision of services to assist individuals in the completion of personal paperwork.c) projects to build or enhance access to centres where elderly veterans can meet and avoid isolation.d) the promotion of education of aged veterans needs.
Nationwide Foundation - Grant to Rural Action Yorkshire
£33,972	01/04/2016	To fund a study to identify the opportunities and potential for community led affordable housing development in rural North yorkshire and East Riding in partnerhsip with the NEYorkshire Rural Housing ....more To fund a study to identify the opportunities and potential for community led affordable housing development in rural North yorkshire and East Riding in partnerhsip with the NEYorkshire Rural Housing Enabler Network
Henry Smith Charity - Grant to Rural Action Yorkshire (RAY)
£70,000	03/12/2015 24	towards two years' running costs of a project in South Yorkshire that supports older people in rural areas who are experiencing or are at risk of social isolation
National Lottery Community Fund - Touchstones
£191,866	24/04/2012 24	Rural Action Yorkshire aims to build a local network in Wakefield, West Yorkshire, Harrogate and Craven North to ensure that older people experiencing isolation and loneliness feel connected and ....more Rural Action Yorkshire aims to build a local network in Wakefield, West Yorkshire, Harrogate and Craven North to ensure that older people experiencing isolation and loneliness feel connected and supported. The scheme, which will provide vital signposting to local services such as gardening or repair work, will offer local support from other older people in a similar situation who will volunteer to share their life skills.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-79

DR REBECCA CLAIRE BUCKLEY Appointed: 2021, Occupation: None

ADRIAN WILLIS WILLIS Appointed: 2007, Occupation: Director

DAVID WATSON Appointed: 2017, Occupation: Chief Executive

JANET THORNTON (Chair) Appointed: 2005, Occupation: None

MICHAEL FEIST Appointed: 2011, Occupation: Retired

COUNCILLOR DAVID COLIN JEFFELS, Occupation: Freelance Journalist, Other trusteeships: HUTTON BUSCEL VILLAGE HALL, DERWENT VALLEY BRIDGE,

DAVID SHARP Appointed: 2017, Occupation: Chief Executive, Other trusteeship: COMMUNITY WORKS CIO,

Legal constitution

Charitable company registered in England & Wales on 07/09/1984, number: 515538
Registered at Companies House on 08/08/1984, number: 01839458

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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from NORTH YORKSHIRE AND YORK FORUM on 28/09/2019

Main office

Community First Yorkshire
Tower House
Askham Fields Lane
Askham Bryan
York
YO23 3FS

Objectives

TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY PARTICULARLY IN THE GEOGRAPHICAL AREA OF YORKSHIRE (HEREINAFTER CALLED THE AREA OF BENEFIT) IN PARTICULAR, THE ADVANCEMENT OF EDUCATION AND HEALTH AND THE RELIEF OF POVERTY AND DISTRESS, THE SUSTAINABILITY OF RURAL LIFE OR IN PURSUING ANY OTHER CHARITABLE PURPOSES BY PROMOTING AND ORGANISING CO-OPERATION IN THE ACHIEVEMENT OF THE SAID PURPOSES AND TO THAT END TO BRING TOGETHER REPRESENTATIVES OF THE VOLUNTARY ORGANISATIONS, STATUTORY AUTHORITIES, AND OTHER ORGANISATIONS WITHIN THE AREA OF BENEFIT

Defined Area of Benefit:

ADMINISTRATIVE COUNTIES OF NORTH, SOUTH AND WEST YORKSHIRE

Data Sources