Finance Score: 1

Governance Score: 3

Support Score: 7

Reasonable growth: +1
No PartB

Gender balanced board: +3

Large volunteers +3
Grant maker support: +4

Overall GiG Score: 11

AGE UK NORTH CRAVEN

A wide range of older people's services aimed at improving later life and enabling them to remain independent in their own homes.Transport (minibus journeys and volunteer car driver sceme)Information and AdviceIndependence Support ServiceHome from Hospital SupportBefriendingDay Activities (Lunch clubs, social opportunities and special interest groups)Practical help at home

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

Established: 13 years

www.ageuk.org.uk/northcraven

info@ageuknorthcraven.org

01729823066

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		£437	£472	£-34	n/a	n/a	n/a	n/a	n/a	200
31/03/22		£456	£444	£12	n/a	n/a	n/a	n/a	n/a	200
31/03/21		£367	£370	£-3	n/a	n/a	n/a	n/a	n/a	200
31/03/20	*	£358	£357	£2	n/a	n/a	n/a	n/a	n/a	220
31/03/19		£325	£310	£15	n/a	n/a	n/a	n/a	n/a	205
31/03/18		£327	£344	£-17	£0	£0	£0	n/a	0	0
31/03/17		£380	£322	£58	£0	£0	£0	n/a	0	0
31/03/16		£305	£306	£-1	£0	£0	£0	n/a	0	0
31/03/15		£348	£304	£44	£0	£0	£0	n/a	0	0
31/03/14		£318	£282	£36	£0	£0	£0	n/a	0	0
31/03/13		£274	£254	£20	£0	£0	£0	n/a	0	0
31/03/12		£342	£119	£224	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
General Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

North Yorkshire,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies

Who works here?

Unknown number of employees
200 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

DCMS	£40,900
National Lottery Community Fund	£29,052
Two Ridings Community Foundation	£2,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Blooming Settle
£9,920	23/07/2021	The funding will be used to link people with the community allotment by delivering produce to grow at home if they are unable to access the allotment and encourage people to visit and grow at the ....more The funding will be used to link people with the community allotment by delivering produce to grow at home if they are unable to access the allotment and encourage people to visit and grow at the allotment. The project aims to reconnect people to build relationships and stronger communities whilst also improving mental health and learning new skills.
DCMS - Coronavirus Community Support Fund
£40,900	09/10/2020	"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."
National Lottery Community Fund - Active and healthy at Home
£9,442	22/05/2020 12	The funding will be used to improve older people’s quality of lives whilst shielding or isolating. Entertainment and hobby equipment will be delivered to homes in a safe way. The project aims to ....more The funding will be used to improve older people’s quality of lives whilst shielding or isolating. Entertainment and hobby equipment will be delivered to homes in a safe way. The project aims to improve mental health and increase activity mentally and physically.
Two Ridings Community Foundation - Covid19
£2,000	08/04/2020	Funding to establish a telephone befrieinding service for service users of Age UK that are identified as isolated and/or vulnerable.
National Lottery Community Fund - Growing Settle
£9,690	02/12/2019 11	The funding will be used to develop an allotment plot and employ a project co-ordinator. The project aims to reduce the isolation of older people and the wider community through gardening activities ....more The funding will be used to develop an allotment plot and employ a project co-ordinator. The project aims to reduce the isolation of older people and the wider community through gardening activities .
DCMS - Age-friendly and Inclusive Volunteering
£56,611	01/04/2019	Developing a community good-neighbour initiative to be age-friendly
National Lottery Community Fund - Country Connect
£88,965	08/02/2019 36	This funding is for a project designed to reduce loneliness among people in local rural villages. The aim is to train and work with those in community organisations ' hairdressers, housing managers, ....more This funding is for a project designed to reduce loneliness among people in local rural villages. The aim is to train and work with those in community organisations ' hairdressers, housing managers, faith leaders, and more ' who are perfectly placed to identify people at risk of isolation and who can help to reduce the stigma around loneliness.
Two Ridings Community Foundation - North Craven Spotlight on Loneliness
£4,870	12/12/2017	Funding to enable staff to develop a programme for volunteers to help reduce lonliness in communities and understand the variety of ways in which it can be done.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 62-83

CHRISTINE ELIZABETH SHAW Appointed: 2022, Occupation: Retired

CHRISTOPHER JOHN FOWLER Appointed: 2020, Occupation: Retired

JOHN BERNARD OGDEN Appointed: 2018, Occupation: Retired

JUDITH SUGDEN Appointed: 2016, Occupation: Manager

MARGARET ELIZABETH HOLGATE Appointed: 2013, Occupation: Director

ROSEMARY REES Appointed: 2017, Occupation: Retired Teacher

Legal constitution

Charitable company registered in England & Wales on 12/05/2011, number: 1141867
Registered at Companies House on 19/04/2011, number: 07609423

Gift Aid

Registered with HMRC for Gift Aid

Event History

26/07/2012 - Asset transfer in from AGE CONCERN NORTH CRAVEN
01/09/2022 - Asset transfer in from AGE CONCERN HELLIFIELD CLUB

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
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

12 returns made; AR20: 5 days late,

Recent reorganisation events:

Asset transfer in from AGE CONCERN HELLIFIELD CLUB on 01/09/2022

Main office

AGE UK
CHEAPSIDE
SETTLE
NORTH YORKSHIRE
BD24 9EW

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN AND AROUND NORTH CRAVEN (THE AREA OF BENEFIT) IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED TO BE CHARITABLE IN LAW

Defined Area of Benefit:

NORTH YORKSHIRE

Data Sources