Finance Score: -3

Governance Score: 6

Support Score: 6

Volatile income: -3
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +3

Overall GiG Score: 9

AGE CONCERN TODMORDEN LTD

To provide human resources, services, advice and information to the elderly of Todmorden and district

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
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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		£38	£41	£-2	n/a	n/a	n/a	n/a	n/a	12
31/03/22		£31	£39	£-8	n/a	n/a	n/a	n/a	n/a	12
31/03/21	*	£44	£33	£11	n/a	n/a	n/a	n/a	n/a	10
31/03/20		£46	£44	£1	n/a	n/a	n/a	n/a	n/a	15
31/03/19		£48	£40	£8	n/a	n/a	n/a	n/a	n/a	4
31/03/18		£49	£43	£5	£0	£0	£0	n/a	0	0
31/03/17		£38	£50	£-12	£0	£0	£0	n/a	0	0
31/03/16		£63	£42	£22	£0	£0	£0	n/a	0	0
31/03/15		£37	£39	£-2	£0	£0	£0	n/a	0	0
31/03/14		£37	£40	£-3	£0	£0	£0	n/a	0	0
31/03/13		£63	£41	£22	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 12 years

www.ageconcerntodmorden.org.uk

AGECONCERNTODMORDEN@GMAIL.COM

01706817926

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Services for the elderly

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Calderdale,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
12 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	£9,606
Co-Operative Group	£8,853
Community Foundation for Calderdale	£8,391

Specific Donations

Amount	When Months	To be used for
Community Foundation for Calderdale - Ensuring physical and disabled office access
£1,055	08/08/2023	Grant to Age Concern Todmorden
Community Foundation for Calderdale - Coffee Morning Plus
£300	13/01/2023	Grant to Age Concern Todmorden
Community Foundation for Calderdale - Information service
£4,260	11/04/2022	Grant to Age Concern Todmorden
Community Foundation for Calderdale - Age Concern Todmorden post covid reopening
£2,776	08/03/2021	Grant to Age Concern Todmorden
DCMS - Coronavirus Community Support Fund
£9,606	26/09/2020	"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."
Co-Operative Group - Grant to Age Concern Todmorden
£8,853	15/11/2019	We want to create a 'youth group for older people' and provide opportunities to have fun, play, create, make new friends and try new things.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 58-78

ANNICE SALMON Appointed: 2023, Occupation: Retired

GODFREY PICKLES Appointed: 2019, Occupation: Retired

PATRICIA ANNE TAYLOR Appointed: 2023, Occupation: Retired

SUSAN MILES Appointed: 2021, Occupation: Local Government Officer

BARBARA EASTMAN Appointed: 2016, Occupation: Retired

PAUL SUTHERS Appointed: 2018, Occupation: None

Legal constitution

Charitable company registered in England & Wales on 20/02/2012, number: 1145993
Registered at Companies House on 14/12/2011, number: 07881902

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

Filing Record

11 returns made; AR21: 5 days late,

Main office

19 Burnley Road
TODMORDEN
Lancashire
OL14 7BU

Objectives

THE OBJECTS FOR WHICH THE CHARITY (THE ÔÇ£OBJECTSÔÇØ) IS ESTABLISHED AND TO WHICH IT IS SPECIFICALLY RESTRICTED ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE IN AND AROUND TODMORDEN (ÔÇ£THE AREA OF BENEFITÔÇØ): 4.1 PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;4.2 ADVANCING EDUCATION;4.3 PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL);4.4 PROMOTING EQUALITY AND DIVERSITY; 4.5 ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND4.6 SUCH 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