Finance Score: 1

Governance Score: 3

Support Score: 9

Reasonable growth: +1
No PartB

Gender balanced board: +3

Large volunteers +3
Grant maker support: +6

Overall GiG Score: 13

AGE CONCERN BARNSTAPLE AND DISTRICT ASSOCIATION

We enguived about omitting 'counselling' and 'advice' from 306 & 307.Since these words must remain we would make it clear that we do not offer any services under these two headings.The object of the Association 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 within Barnstaple and the surrounding area.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been reasonable growth in spending over the last 3 years relative to the previous period
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		£167	£171	£-4	n/a	n/a	n/a	n/a	n/a	45
31/03/22		£73	£82	£-9	n/a	n/a	n/a	n/a	n/a	38
31/03/21		£82	£81	£1	n/a	n/a	n/a	n/a	n/a	37
31/03/20	*	£79	£83	£-4	n/a	n/a	n/a	n/a	n/a	30
31/03/19		£137	£84	£53	n/a	n/a	n/a	n/a	n/a	65
31/03/18		£68	£81	£-13	£0	£0	£0	n/a	0	0
31/03/17		£56	£78	£-22	£0	£0	£0	n/a	0	0
31/03/16		£57	£82	£-26	£0	£0	£0	n/a	0	0
31/03/15		£56	£85	£-29	£0	£0	£0	n/a	0	0
31/03/14		£55	£93	£-38	£0	£0	£0	n/a	0	0
31/03/13		£55	£94	£-40	£0	£0	£0	n/a	0	0
31/03/12		£47	£95	£-48	£0	£0	£0	n/a	0	0
31/03/11		£47	£98	£-52	£0	£0	£0	n/a	0	0
31/03/10		£83	£115	£-32	£0	£0	£0	n/a	0	0
31/03/09		£93	£114	£-20	£0	£0	£0	n/a	0	0
31/03/08		£93	£114	£-20	£0	£0	£0	n/a	0	0
31/03/07		£122	£97	£25	£0	£0	£0	n/a	0	0
31/03/06		£93	£87	£6	£0	£0	£0	n/a	0	0
31/03/05		£74	£85	£-10	£0	£0	£0	n/a	0	0
31/03/04		£279	£88	£191	£0	£0	£0	n/a	0	0

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 31 years

www.ageconcernbarnstaple.org.uk

info@ageconcernbarnstaple.org.uk

01271324488

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Services for the elderly

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Devon,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
45 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

Masonic Trust	£15,000
National Lottery Community Fund	£10,000
DCMS	£10,000
The Clothworkers Foundation	£7,900
Devon Community Foundation	£2,000

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Small Grant
£15,000	09/03/2023	Unrestricted core funding for small charities
The Clothworkers Foundation - Grant to Age Concern Barnstaple and District
£7,900	12/10/2022	Purchase of office furniture and IT equipment for a charity which works with older people in Devon
National Lottery Community Fund - Aging well in Barnstaple and District
£10,000	02/09/2022	The funding will be used run a 12 month marketing campaign to recruit train and deploy 40 new volunteers. The project aims to increase volunteer numbers enabling them to meet demand and continue to ....more The funding will be used run a 12 month marketing campaign to recruit train and deploy 40 new volunteers. The project aims to increase volunteer numbers enabling them to meet demand and continue to deliver a range of services to support older and vulnerable people to live their best life through older age and reduce loneliness and isolation.
Devon Community Foundation - Ageing Well in Barnstaple District
£2,000	01/06/2022	Services for older people in Barnstaple
DCMS - Coronavirus Community Support Fund
£10,000	18/09/2020	"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."

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

DAVID HILLMAN Appointed: 2018

JANET ANN POWELL Appointed: 2018

LESLEY VIVIENNE DAVIES Appointed: 2018

LESLEY VIVIENNE DAVIES Appointed: 2017

PETER LEONARD HARGREAVE SPARKES (Chair) Appointed: 2018

SIMON HARVEY HARVEY Appointed: 2018

BRENDA MARY GRAVETT Appointed: 2022, Other trusteeship: AGE CONCERN BARNSTAPLE AND NORTH DEVON CIO,

Legal constitution

Charity registered in England & Wales on 02/12/1992, number: 1015513

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
Investment
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

20 returns made; AR20: 6 days late,

Main office

116 - 118 BOUTPORT STREET
Barnstaple
Devon
EX31 1TD

Objectives

THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE

Defined Area of Benefit:

BARNSTAPLE AND SURROUNDING AREA

Data Sources