Finance Score: -6

Governance Score: -3

Support Score: 6

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
No conflicts policy: -1
Static board: -3
Gender balanced board: +3

Large volunteers +5
Grant maker support: +1

Overall GiG Score: -3

PURTON AND DISTRICT AGE CONCERN

Trying to make it easier for the elderly.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The Board appears to be well diversified in terms of gender

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 composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Established: 31 years

07795244666

Charity Commission for England and Wales

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		£26	£25	£1	n/a	n/a	n/a	n/a	n/a	80
31/03/22		£35	£14	£21	n/a	n/a	n/a	n/a	n/a	40
31/03/21		£7	£12	£-5	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£31	£30	£1	n/a	n/a	n/a	n/a	n/a	85
31/03/19		£52	£61	£-9	n/a	n/a	n/a	n/a	n/a	81
31/03/18		£55	£35	£20	£0	£0	£0	n/a	0	0
31/03/17		£36	£29	£7	£0	£0	£0	n/a	0	0
31/03/16		£19	£21	£-2	£0	£0	£0	n/a	0	0
31/03/15	*	£17	£19	£-1	£0	£0	£0	n/a	0	0
31/03/14		£63	£34	£29	£0	£0	£0	n/a	0	0
31/03/13	*	£44	£27	£16	£0	£0	£0	n/a	0	0
31/03/12		£28	£27	£1	£0	£0	£0	n/a	0	0
31/03/11		£30	£24	£6	£0	£0	£0	n/a	0	0
31/03/10		£31	£23	£8	£0	£0	£0	n/a	0	0
31/03/09		£42	£24	£18	£0	£0	£0	n/a	0	0
31/03/08		£26	£19	£7	£0	£0	£0	n/a	0	0
31/03/07		£26	£20	£6	£0	£0	£0	n/a	0	0
31/03/06		£26	£20	£5	£0	£0	£0	n/a	0	0
31/03/05		£24	£19	£4	£0	£0	£0	n/a	0	0
31/03/04		£34	£26	£7	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

General Charitable Purposes

How it operates

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

Where it operates

Wiltshire,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
80 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.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Purchase a new wheelchair adapted 7 seater minibus
£10,000	20/12/2017 12	The funding will be used to purchase a minibus to allow volunteers to continue to transport older people and those with disabilities to local services and social activities.
The Clothworkers Foundation - Grant to Purton and District Age Concern
£15,000	07/12/2017	purchase of a minibus which works with older people in Swindon

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ANDREW CAPEWELL Appointed: 2018

CHARLOTTE GRIFFIN Appointed: 2015

DAVID WARREN Appointed: 2014

GEORGINA EMMA COLMAN Appointed: 2019

GRAHAM PRICE Appointed: 2005

LAURA MELANIE PHILLIPS Appointed: 2019

PETER MICHAEL BERRY (Chair) Appointed: 2018

Legal constitution

Charity registered in England & Wales on 30/09/1993, number: 1026670

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures

Filing Record

20 returns made; AR15: 34 days late, AR13: 18 days late,

Main office

11 Highridge Close
Purton
SWINDON
SN5 4BS

Objectives

TO PROMOTE THE WELFARE OF THE AGED WITHIN PURTON AND DISTRICT.

Defined Area of Benefit:

IN PRACTICE PURTON, PURTON STOKE, HOOK AND BRAYDON

Data Sources