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home >> charity search >> age concern appleby and district
Finance Score: 0
Governance Score: -3
Support Score: 0
  • No PartB
  • No volunteer policy: -2
  • Mainly female board: -1
  • Large volunteers +3
Overall GiG Score: 0 ?

AGE CONCERN APPLEBY AND DISTRICT

Age Concern Appleby & District have two shops in the town. both run entirely by volunteers. We have no paid staff what so ever and all money raised, after expenses, rates, rents etc is given to local charities and groups which help and care for older people in the Appleby District.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • Spending has increased over the last 3 years relative to the previous period
  • A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

  • Although this charity works with volunteers it does not have a Volunteer Management 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
Find similar charities within: miles

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
31/12/23£92£75£17n/an/an/an/an/an/a
31/12/22£79£65£14n/an/an/an/an/an/a
31/12/21£93£80£13n/an/an/an/an/an/a
31/12/20£67£57£10n/an/an/an/an/an/a
31/12/19£62£59£2n/an/an/an/an/an/a
31/12/18£53£54£-1n/an/an/an/an/an/a
31/12/17£50£55£-5n/an/an/an/an/an/a
31/12/16£44£50£-6n/an/an/an/an/an/a
31/12/15£51£58£-7n/an/an/an/an/an/a
31/12/14£53£59£-5n/an/an/an/an/an/a
31/12/13£55£55£0n/an/an/an/an/an/a
31/12/12£55£59£-3n/an/an/an/an/an/a
31/12/11£53£60£-7n/an/an/an/an/an/a
31/12/10£53£57£-4n/an/an/an/an/an/a
31/12/09£54£45£9n/an/an/an/an/an/a
31/12/08£47£45£2n/an/an/an/an/an/a
31/12/07£44£41£3n/an/an/an/an/an/a
31/12/06£47£41£7n/an/an/an/an/an/a
31/12/05*£43£71£-28n/an/an/an/an/an/a
31/12/04£43£41£2n/an/an/an/an/an/a
Show more rows -->

Download accounts
Highest pay bracket: less than £60,000
Established: 38 years

june.codd@btinternet.com

01768352502

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • General Charitable Purposes
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Makes grants to organisations
Where it operates
  • Cumbria,
Who it helps
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split

  • ANN PRESTON-GREEN Appointed: 2024
  • DAVID MORTIMER SAMPSON
  • ELAINE MARY BARRACLOUGH Appointed: 2021
  • JANET MARTIN Appointed: 2022
  • JEAN ROBINSON
  • JUDITH GRAY Appointed: 2021
  • JUNE CODD (Chair) Appointed: 2022
  • KATHRYN MARTIN Appointed: 2024
  • MARY ELIZABETH RICHARDSON Appointed: 2024
  • SUSAN BRADLEY Appointed: 2019
Legal constitution
  • Charity registered in England & Wales on 06/10/1986, number: 517868
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
Filing Record
20 returns made; AR05: 28 days late,
Main office

2 Burrells House
Burrells
APPLEBY-IN-WESTMORLAND
Cumbria
CA16 6EG

Objectives

THE OBJECT OF THE CHARITY 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 APPLEBY AND ITS SURROUNDING VILLAGES (HEREINAFTER CALLED THE AREA OF BENEFIT) IN PARTICULAR BY THEPROVISION OF FINANCIAL SUPPORT TO GROUPS AND INDIVIDUALS WITHIN THE AREA OF BENEFIT TOGETHER WITH THOSE AGENCIES, GROUPS AND INDIVIDUALS THAT SUPPORT THOSE PEOPLE.

Defined Area of Benefit:

APPLEBY AND ITS SURROUNDING VILLAGES

Data Sources

Charity Commission for England and Wales

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