Finance Score: -4

Governance Score: 5

Support Score: 7

Spending falling: -1
Volatile income: -3
No PartB

Only 4 Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +4

Overall GiG Score: 8

AGE CONCERN CHESTERFIELD AND DISTRICT

A VOLUNTARY ORGANISATION WORKING FOR OLDER PEOPLE, THEIR FAMILIES AND CARERS, BY PROVIDING INFORMATION, SERVICES AND SUPPORT AND BY TACKLING ISSUES THAT AFFECT OLDER PEOPLE IN CHESTERFIELD, NORTH EAST DERBYSHIRE AND BOLSOVER DISTRICT COUNCIL AREAS..

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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

Regulatory & Governance issues to consider:

There are only 4 trustees

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 recently

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	£58	£52	£5	n/a	n/a	n/a	n/a	n/a	15
31/03/22	£26	£31	£-5	n/a	n/a	n/a	n/a	n/a	18
31/03/21	£38	£42	£-4	n/a	n/a	n/a	n/a	n/a	18
31/03/20	£93	£82	£12	n/a	n/a	n/a	n/a	n/a	26
31/03/19	£74	£75	£-2	n/a	n/a	n/a	n/a	n/a	18
31/03/18	£65	£73	£-8	£0	£0	£0	n/a	0	0
31/03/17	£76	£85	£-9	£0	£0	£0	n/a	0	0
31/03/16	£63	£80	£-17	£0	£0	£0	n/a	0	0
31/03/15	£83	£73	£10	£0	£0	£0	n/a	0	0
31/03/14	£86	£67	£19	£0	£0	£0	n/a	0	0
31/03/13	£57	£63	£-6	£0	£0	£0	n/a	0	0
31/03/12	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Highest pay bracket: less than £60,000

Established: 13 years

www.brightlife.charity

co@brightlife.charity

01246273333

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Services for the elderly

How it operates

Provides human resources
Provides services

Where it operates

Derbyshire,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
15 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

National Lottery Community Fund	£19,733
CAF	£5,000
Charles Hayward Foundation	£4,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Telephone Befriending Support Service
£9,925	11/11/2022	The funding will be used to provide a telephone befriending support service for older people. The project aims to reduce feelings of loneliness build self-confidence improve mental wellbeing and ....more The funding will be used to provide a telephone befriending support service for older people. The project aims to reduce feelings of loneliness build self-confidence improve mental wellbeing and promote independent living.
National Lottery Community Fund - Telephone Befriending & Support Service
£9,808	29/04/2021	The funding will be used to continue the group's telephone befriending and support service for vulnerable older people and volunteer training. The project aims to build confidence promote ....more The funding will be used to continue the group's telephone befriending and support service for vulnerable older people and volunteer training. The project aims to build confidence promote independence and reduce the feeling of isolation.
Charles Hayward Foundation - Grant to Age Concern Chesterfield and District
£4,000	12/06/2020	Telephone befriending service
CAF - Grant to Age Concern Chesterfield and District
£5,000	26/05/2020 3	Grant to Age Concern Chesterfield and District to support the organisation through COVID19
National Lottery Community Fund - Care Line
£9,928	27/02/2019 12	This funding will be used to run a care line for older people. The project aims to provide support, advice, and contact with older people to reduce social isolation and address issues they may face.
National Lottery Community Fund - Active Age
£86,034	19/02/2019 36	This funding will help the group to develop their existing telephone and support service which provides up to three free of charge telephone calls per week to older people, those who are lonely or ....more This funding will help the group to develop their existing telephone and support service which provides up to three free of charge telephone calls per week to older people, those who are lonely or socially isolated. This includes people who are physically unable to leave their homes due to illness and those who lack the confidence to engage with other activities and services. People benefiting from this service will increase from 90 to 150 people.
National Lottery Community Fund - Revising Services to Support the Elderly
£9,612	05/07/2017 12	The project will improve their accessibility, advertising and marketing services so they can better serve older people in the community and provide relevant services. This will strengthen voluntary ....more The project will improve their accessibility, advertising and marketing services so they can better serve older people in the community and provide relevant services. This will strengthen voluntary and community sector capacity and infrastructure.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-77

MARK JOHN BATES Appointed: 2022, Occupation: Company Director

PAUL DICKINSON Appointed: 2023, Occupation: Director

ROSEMARY ANN SCOLLICK Appointed: 2016, Occupation: Retired

ANN CATHERINE MONK Appointed: 2017, Occupation: Retired, Other trusteeship: LINKS: THE CHESTERFIELD AND NORTH EAST DERBYSHIRE COUNCIL FOR VOLUNTARY SERVICE AND ACTION LIMITED,

Legal constitution

Charitable company registered in England & Wales on 27/09/2011, number: 1143993
Registered at Companies House on 19/07/2011, number: 07710836

Gift Aid

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
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

12 returns made; all on time

Main office

Brightlife
South Lodge
Boythorpe Avenue
CHESTERFIELD
S40 2BF

Objectives

PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE; ADVANCING EDUCATION; PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL);PROMOTING EQUALITY AND DIVERSITY; ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGESUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE, THE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL-BEING OF OLDER PEOPLE.

Data Sources