Finance Score: 0

Governance Score: 6

Support Score: 8

Multiple Deficits and declines: -5
Future income +5
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +5

Overall GiG Score: 14

OUR PLACE

We provide social sessions for older people, adults, carers and the person they care for across Calderdale at 3 weekly sessions. We provide a 2 course meal, activities to promote physical and mental wellbeing, entertainment, refreshments and days out with transport for those who need it, in a safe community space with a great team of volunteers

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Income has been volatile and on several occasions in recent years less than spending
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
31/03/23		£31	£30	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	*	£26	£29	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£41	£39	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£45	£46	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£37	£41	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£4	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£11	£10	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	*	£4	£15	£-11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	*	£38	£23	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	*	£39	£34	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£40	£38	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£33	£38	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	*	£38	£33	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10	*	£40	£45	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09	*	£46	£40	£6	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 16 years

@CalderdaleOurPlace

coordinator@calderdaleourplace.co.uk

07825429034

Charity Commission for England and Wales

Listed activities

Disability
Other Charitable Purposes

GiG Classification

Other welfare services

How it operates

Other charitable activities
Provides services

Where it operates

Calderdale,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

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.

Major supporters in last 5 years

Community Foundation for Calderdale	£21,500
National Lottery Community Fund	£10,000
Allen Lane Foundation	£5,000
DCMS	£4,000

Specific Donations

Amount	When Months	To be used for
Community Foundation for Calderdale - Grant to Our Place Calderdale
£10,000	03/10/2023	Grant to Our Place Calderdale
National Lottery Community Fund - Our Place Sunday Socials & Support Break Thursdays
£10,000	31/08/2023	The funding will be used by the project to provide meals and social sessions for a wide range of people in the community including carers; vulnerable adults; adults with mental or physical health concerns and people who are struggling due to the ....more The funding will be used by the project to provide meals and social sessions for a wide range of people in the community including carers; vulnerable adults; adults with mental or physical health concerns and people who are struggling due to the cost of living crisis. The project aims to reduce isolation and improve mental health and wellbeing.
Community Foundation for Calderdale - Our Place Sunday Socials and Thursday Support Sessions
£5,000	08/08/2023	Grant to Our Place Calderdale
Community Foundation for Calderdale - Our Place Out & About
£2,500	26/06/2023 5	Grant to Our Place Calderdale
Community Foundation for Calderdale - Grant to Our Place Calderdale
£4,000	16/12/2022	Grant to Our Place Calderdale
Allen Lane Foundation - Grant to Our Place
£5,000	05/11/2021	£5,000 single grant towards recovery funding for this organisation supporting older people based in Halifax, Calderdale.
DCMS - Coronavirus Community Support Fund
£4,000	18/06/2020	"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 operate, thereby reducing the burden on public ....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."

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

BOB METCALFE Appointed: 2024

DR SUSAN JENNIFER NEVISON (Chair) Appointed: 2024

FRANK WROE Appointed: 2024

MICHAEL BRYAN PETER JACKSON Appointed: 2023

OLIVIA ROBINSON Appointed: 2024

PETER ANTHONY LUCAS Appointed: 2023

SANDRA WROE Appointed: 2013

Legal constitution

Charity registered in England & Wales on 31/05/2008, number: 1124280

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
Trustee expenses policy and procedures
Volunteer management

Filing Record

15 returns made; AR22: 1 days late, AR16: 0 days late, AR15: 116 days late, AR14: 0 days late, AR11: 8 days late, AR10: 136 days late, AR09: 6 days late,

Main office

Our Place
C/O Freda Wade Hall
Boothtown Methodist Church
Beverly Place, Boothtown
Halifax
HX3 6LR

Objectives

TO RELIEVE THE NEED OF ELDERLY AND DISABLED PEOPLE RESIDENT WITHIN CALDERDALE BY PROVIDING DAY CARE ON A SUNDAY IN A STIMULATING AND COMPANIONABLE ENVIRONMENT.

Defined Area of Benefit:

CALDERDALE

Data Sources

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