Finance Score: 0

Governance Score: 3

Support Score: 2

No PartB

Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 5

AGE CONCERN CREDITON

Age Concern Crediton is an independently registered charity responsible for raising its own funds. Our mission is to promote the well-being of 50+ people in Crediton & district & help make later life a fulfilling & enjoyable experience. We aim to make our service fully inclusive & acknowledge the needs of older people, including those who are disabled, ethnic communities, lesbian or gay.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period, despite a decline more recently
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
The Board appears to be well diversified in terms of gender

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£159	£165	£-6	n/a	n/a	n/a	n/a	n/a	13
31/03/22		£145	£161	£-16	n/a	n/a	n/a	n/a	n/a	12
31/03/21		£172	£159	£13	n/a	n/a	n/a	n/a	n/a	14
31/03/20		£169	£169	£-1	n/a	n/a	n/a	n/a	n/a	41
31/03/19		£195	£144	£51	n/a	n/a	n/a	n/a	n/a	40
31/03/18		£112	£132	£-20	£0	£0	£0	n/a	0	0
31/03/17		£132	£124	£8	£0	£0	£0	n/a	0	0
31/03/16		£122	£115	£8	£0	£0	£0	n/a	0	0
31/03/15		£112	£132	£-20	£0	£0	£0	n/a	0	0
31/03/14		£106	£143	£-37	£0	£0	£0	n/a	0	0
31/03/13		£105	£120	£-15	£0	£0	£0	n/a	0	0
31/03/12		£88	£115	£-27	£0	£0	£0	n/a	0	0
31/03/11		£101	£102	£-1	£0	£0	£0	n/a	0	0
31/03/10		£92	£97	£-5	£0	£0	£0	n/a	0	0
31/03/09		£94	£92	£2	£0	£0	£0	n/a	0	0
31/03/08		£88	£78	£10	£0	£0	£0	n/a	0	0
31/03/07	*	£92	£68	£24	£0	£0	£0	n/a	0	0
31/03/06		£92	£69	£23	£0	£0	£0	n/a	0	0
31/03/05		£74	£64	£10	£0	£0	£0	n/a	0	0
31/03/04	*	£61	£63	£-2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 32 years

http://www.ageconcerncrediton.co.uk

info@ageconcerncrediton.co.uk

01363775008

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Education/Training
General Charitable Purposes
Other Charitable Purposes

GiG Classification

Services for the elderly

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides other finance
Provides services

Where it operates

Devon,

Who it helps

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

Who works here?

Unknown number of employees
13 volunteers

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.

Major supporters in last 5 years

DCMS	£9,978
Co-Operative Group	£987
Devon Community Foundation	£918

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Age Concern Crediton
£987	23/10/2021	We shall continue, despite Covid-19, to provide whatever services elderly people need in the area, including cleaning, shopping, and the delivery of free hot meals to their homes.
Devon Community Foundation - Covid-19 PPE/2
£294	23/09/2020 1	Grant to Age Concern Crediton
DCMS - Coronavirus Community Support Fund
£9,978	25/08/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Devon Community Foundation - Covid-19 PPE/2
£365	01/07/2020 1	Grant to Age Concern Crediton
Devon Community Foundation - COVID19 PPE
£259	28/05/2020	Grant to Age Concern Crediton
Garfield Weston Foundation - WAF award
£44,000	05/10/2018	New Minibus

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

BRIAN FYFE Appointed: 2020

JOHN POTTER Appointed: 2012

JENNY BERG (Chair) Appointed: 2015

PHILIP GRAEME WOLFGANG Appointed: 2021

PHILIP HUTCHENS Appointed: 2018

REV JANET MAY Appointed: 2022

SHUANA LYNN MILES Appointed: 2017, Other trusteeship: PARISH HALL- SANDFORD,

Legal constitution

Charity registered in England & Wales on 25/02/1992, number: 1008497

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR07: 34 days late, AR04: 1 days late,

Main office

Age Concern
Lady Mills Centre
Deep Lane
Crediton
EX17 2BX

Objectives

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 CREDITON AND SURROUNDING PARISHES.

Defined Area of Benefit:

CREDITON, DEVON

Data Sources