Finance Score: 2

Governance Score: -4

Support Score: 3

Strong growth: +2
No PartB

No conflicts policy: -1
All female board: -3

Overall weighted support: +3

Overall GiG Score: 1

AGE CONCERN UPWELL AND OUTWELL LUNCHEON CLUB

Luncheon club meet on alternate Tuesdays for lunch and fortnightly for afternoon tea and socialising. Meetings are held in the Upwell Methodist Church Hall

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely 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

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	£16	£15	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22	£22	£11	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	£7	£5	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	£3	£4	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	£9	£6	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	£4	£6	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	£6	£6	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16	£5	£6	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	£5	£5	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14	£7	£6	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13	£8	£6	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12	£7	£6	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11	£6	£6	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10	£6	£6	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	£7	£7	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08	£7	£7	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07	£7	£7	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06	£6	£6	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£6	£6	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£6	£6	£-1	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 24 years

07584 735805

Charity Commission for England and Wales

Listed activities

Other Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Other charitable activities
Provides services

Where it operates

Norfolk,

Who it helps

Elderly/Old People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Upwell and Outwell Luncheon Club
£2,741	21/10/2023	We would like to reduce loneliness and provide the opportunity to meet with others on a weekly basis. Members with reduced mobility can benefit from our wheelchair and walker friendly transport.
People's Health Trust - Upwell and Outwell Age Concern Luncheon Club
£10,000	24/06/2021 24	This two-year project continues to provide fortnightly lunch and social activities for older people living in Upwell and Outwell and surrounding villages in Norfolk. It also introduces an afternoon ....more This two-year project continues to provide fortnightly lunch and social activities for older people living in Upwell and Outwell and surrounding villages in Norfolk. It also introduces an afternoon tea session in between these, offering refreshments and craft activities. The aim is to enable the participants, many of whom live in very rural areas, to have the opportunity to socialise and make new friends. Participants shape the project through regular discussions at sessions and via a six monthly questionnaire.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

DEBORAH LAVER Appointed: 2024

HELEN RICHMAN Appointed: 2014

JACQUELINE SCOTTEN Appointed: 2018

LINDA EARLE Appointed: 2024

LINDA VINCENT Appointed: 2024

MRS P SHEPPARD

MARGARET HITCH Appointed: 2017

PEARL WILLCOX (Chair)

Legal constitution

Charity registered in England & Wales on 10/10/2000, number: 1082825

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Internal charity financial controls policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries

Filing Record

20 returns made; all on time

Main office

66 ST. JOHNS ROAD
TILNEY ST. LAWRENCE
KING'S LYNN
PE34 4QN

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PERSONS IN ANY MANNER WHICH NOW IS, OR HEREAFTER MAY BE, DEEMED BY LAW TO BE CHARITABLE AND IN PARTICULAR TO PROVIDE, OR ASSIST IN PROVIDING, LUNCHEON FACILITIES FOR THE RESIDENTS OF UPWELL AND OUTWELL AND SURROUNDING PARISHES WITHIN THE COUNTY OF NORFOLK.

Defined Area of Benefit:

UPWELL AND OUTWELL AND SURROUNDING PARISHES WITHIN THE COUNTY OF NORFOLK.