Finance Score: 3

Governance Score: 0

Support Score: 7

Low unrestricted reserves: -2
Strong growth: +2
Fundraising costs low: +3

Good trustee age range: +3
All female board: -3

Large volunteers +3
Grant maker support: +4

Overall GiG Score: 10

THE ELDER TREE LIMITED (VOLUNTARY VISITING SERVICE)

The Elder Tree provides an extensive support and befriending network for isolated and vulnerable older people resident in Plymouth.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
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 age

Regulatory & Governance issues to consider:

The Board is completely female

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

Established: 16 years
(17 years as a company)

www.eldertreeplymouth.co.uk

admin@eldertreebefriending.co.uk

01752 227447

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
31/05/23		£728	£804	£-76	£41	£296	£166	2.5	31	175
31/05/22		£813	£719	£93	£47	£371	£98	1.6	30	175
31/05/21		£704	£628	£75	£40	£278	£77	1.5	29	180
31/05/20	*	£668	£639	£29	£35	£203	£94	1.8	25	180
31/05/19		£530	£471	£59	£31	£174	£93	2.4	17	130
31/05/18		£467	£443	£24	£0	£0	£0	n/a	0	0
31/05/17		£438	£412	£26	£0	£0	£0	n/a	0	0
31/05/16		£430	£409	£20	£0	£0	£0	n/a	0	0
31/05/15		£396	£400	£-5	£0	£0	£0	n/a	0	0
31/05/14		£387	£378	£10	£0	£0	£0	n/a	0	0
31/05/13		£315	£315	£0	£0	£0	£0	n/a	0	0
31/05/12		£313	£318	£-5	£0	£0	£0	n/a	0	0
31/05/11		£333	£322	£10	£0	£0	£0	n/a	0	0
31/05/10		£227	£218	£9	£0	£0	£0	n/a	0	0
31/05/09		£97	£73	£25	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.6%
Fundraising Costs/Total Spending: 5.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 56%
Reserves/Spending: 2.5 months
Net Current Assets/Spending: 4 months
Quick Ratio: 623.6

Asset Split ?

Listed activities

Disability
Economic/Community Development/Employment
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Provides human resources
Provides services

Where it operates

Plymouth City,

Who it helps

Elderly/Old People

Who works here?

31 employees
175 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 - Active Men RC
£149,074	26/02/2021 59	The funding will be used for a project coordinator post for a further 3 years of the ‘Active Men’ project.
National Lottery Community Fund - Elder Tree Ltd - Covid-19 Request
£65,336	11/05/2020 6	The funding will be used to provide grocery and essential item delivery phone support and befriending services during Covid-19. The project supports socially isolated and vulnerable older people in ....more The funding will be used to provide grocery and essential item delivery phone support and befriending services during Covid-19. The project supports socially isolated and vulnerable older people in Plymouth to continue to live independently.
National Lottery Community Fund - Active Men
£39,852	23/04/2019 12	TPP4 - Active Men
National Lottery Community Fund - Befriending Extend
£84,936	28/02/2019 36	This funding will enable the project to expand its current activities and capacity. The project is a befriending service for isolated and vulnerable people over the age of 50 in Plymouth.
National Lottery Community Fund - Celebrating 25 Years of Befriending
£5,795	27/07/2018 12	The funding will be used to celebrate the 25th anniversary of the befriending service through a series of events. The project aims to recognise the contribution of volunteers, older people and ....more The funding will be used to celebrate the 25th anniversary of the befriending service through a series of events. The project aims to recognise the contribution of volunteers, older people and community partners by bringing them together.
Lloyds Bank Foundation - Grant to Elder Tree Befriending and Support Service Ltd
£12,935	25/07/2018 12	To fund a CRM system and new website to improve monitoring and evaluation and referrals process.
National Lottery Community Fund - Pilates Extend
£4,205	20/12/2017 12	The funding will be used by a charity to run a programme of home-based exercise activities for older people who are experiencing the effects of isolation. The project aims to improve levels of mental ....more The funding will be used by a charity to run a programme of home-based exercise activities for older people who are experiencing the effects of isolation. The project aims to improve levels of mental and physical wellbeing.
Co-Operative Group - Grant to The Elder Tree
£4,083	04/08/2017	Help sustain a project that enables older people to live life to the full and prevents loneliness from blighting their lives.
Lloyds Bank Foundation - Grant to Elder Tree Befriending and Support Service Ltd
£27,900	28/02/2014	The project works with older people across Plymouth. It seeks funding for a volunteer co-ordinator. This will help 80 volunteers to give support, enabling older people to retain their independence, ....more The project works with older people across Plymouth. It seeks funding for a volunteer co-ordinator. This will help 80 volunteers to give support, enabling older people to retain their independence, reduce their isolation and access social support.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 41-82

ANN ELIZABETH HARRIS Appointed: 2016, Occupation: Finance Officer

ANNE BLIGHT Appointed: 2022, Occupation: Retired

DIANE MARY GAVIN Appointed: 2008, Occupation: Project Worker

IRENE ELIZABETH TONKIN (Chair) Appointed: 2006, Occupation: Shop Keeper Self Employed

JANE PAWSON Appointed: 2016, Occupation: Young People'S Director

MAUREEN ANN PERILLI, Occupation: Partner (Family Business)

SALLY ANNE PARKES Appointed: 2009, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 29/05/2008, number: 1124248
Registered at Companies House on 17/05/2006, number: 05820675

Gift Aid

NOT registered with HMRC for Gift Aid

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
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
Volunteer management

Filing Record

15 returns made; AR20: 7 days late,

Main office

Tresillian Street Centre
3 Tresillian Street
PLYMOUTH
PL4 0QP

Objectives

TO RELIEVE ELDERLY PEOPLE RESIDENT IN THE GEOGRAPHICAL AREAS OF ST PETER AND WATER FRONT, SUTTON AND MOUNT GOULD, DRAKE PEVERELL, EFFORD AND GREENBANK, PARTS OF LAIRA, PLYMPTON, PLYMSTOCK AND OTHER PARTS OF THE CITY. WHO ARE SICK, HOUSEBOUND, ISOLATED AND THOSE WITH DISABILITIES BY PROVIDING SERVICES OR FACILITIES CALCULATED TO RELIEVE THE NEEDS OF SUCH PERSONS.

Defined Area of Benefit:

AREAS OF ST PETER AND WATER FRONT, SUTTON AND MOUNT GOULD, DRAKE PEVERELL, EFFORD AND GREENBANK, PARTS OF LAIRA, PLYMPTON, PLYMSTOCK AND OTHER PARTS OF THE CITY.

Data Sources