Finance Score: -3

Governance Score: 3

Support Score: 0

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

Good trustee age range: +3

No supporters identified

Overall GiG Score: 0

NBFA ASSISTING THE ELDERLY

Following the decision to seek a merger with a larger charity operating in the same sector, Contact the Elderly was identified as a charity which shares very similar charity objectives to our own. During the year ended 31 March 2018 the whole of the charity's net assets were donated to Contact the Elderly. We anticipate that a similar transfer will take place each year.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years, despite a decline more recently

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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 and on several occasions in recent years less than spending

Established: 12 years

020 7240 0630

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
31/03/23		£2	£6	£-4	n/a	n/a	n/a	n/a	n/a
31/03/22		£6	£9	£-3	n/a	n/a	n/a	n/a	n/a
31/03/21		£5	£0	£5	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£6	£85	£-79	n/a	n/a	n/a	n/a	n/a
31/03/19		£21	£0	£21	n/a	n/a	n/a	n/a	n/a
31/03/18		£9	£0	£8	£0	£0	£0	n/a	0
31/03/17		£21	£29	£-8	£0	£0	£0	n/a	0
31/03/16		£60	£118	£-57	£0	£0	£0	n/a	0
31/03/15		£172	£269	£-97	£0	£0	£0	n/a	0
31/03/14		£174	£254	£-81	£0	£0	£0	n/a	0
31/03/13		£76	£96	£-20	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies

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
Dulverton Trust - the Three-Tier Breaks-Away Programme
£25,000	23/10/2013	the Three-Tier Breaks-Away Programme

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Age Range of Trustees: 47-68

SUSAN SCHOLES Appointed: 2022, Occupation: Retired

JONATHAN WAITE Appointed: 2023, Occupation: Retired

JONATHAN UPTON Appointed: 2023, Occupation: Company Director, Other trusteeship: AGE CONCERN CROSBY,

Legal constitution

Charitable company registered in England & Wales on 25/05/2012, number: 1147446
Registered at Companies House on 06/02/2012, number: 07937093

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management

Filing Record

11 returns made; AR20: 16 days late,

Main office

7 Bell Yard
London
WC2A 2JR

Objectives

THE CHARITIES OBJECTS ('OBJECTS') ARE SPECIFICALLY RESTRICTED TO:(1)THE PROVISION OF ASSISTANCE TO ELDERLY NATURAL PERSONS WHO ARE NORMALLY RESIDENT IN THE UNITED KINGDOM BY PROVIDING GOODS, SERVICES AND FINANCIAL GRANTS FOR SPECIAL PURPOSES IN DESERVING CASES IN ANY MATTER WHICH IS THE FURTHERANCE OF A CHARITABLE PURPOSE ACCORDING TO THE LAWS OF ENGLAND; AND,(2)FOR THE PURPOSE SET OUT IN SUB-PARAGRAPH (1), TO COLLABORATE WITH ORGANISATIONS ESTABLISHED OR OPERATED FOR THE BENEFIT OF SUCH ELDERLY NATURAL PERSONS AND BY MAKING FINANCIAL GRANTS TO ANY CHARITABLE ORGANISATION TO FURTHER THE OBJECTIVES SET OUT IN SUB-PARAGRAPH (1) FOR WHICH IT MAY REQUIRE SUPPORT AND IT IS EXPRESSLY DECLARED THAT SUCH GRANTS MAY EXTEND TO THE WHOLE OF THE CHARITY'S NET ASSETS.

Data Sources