Finance Score: 0

Governance Score: 6

Support Score: 12

No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +5
Grant maker support: +7

Overall GiG Score: 18

SUPPORTING OLDER PEOPLE CIO

Supporting older people in Harrogate by a visiting service, social events and advice and information.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
Spending has increased 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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

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: 10 years

supportingolderpeople.org.uk

sop.harrogate@gmail.com

01423531490

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	£158	£100	£58	n/a	n/a	n/a	n/a	n/a	115
31/03/22	£76	£74	£2	n/a	n/a	n/a	n/a	n/a	102
31/03/21	£65	£64	£0	n/a	n/a	n/a	n/a	n/a	400
31/03/20	£68	£69	£-2	n/a	n/a	n/a	n/a	n/a	92
31/03/19	£73	£69	£4	n/a	n/a	n/a	n/a	n/a	100
31/03/18	£59	£60	£-1	£0	£0	£0	n/a	0	0
31/03/17	£53	£56	£-4	£0	£0	£0	n/a	0	0
31/03/16	£59	£53	£6	£0	£0	£0	n/a	0	0
31/03/15	£51	£53	£-2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability

How it operates

Provides human resources
Provides services

Where it operates

North Yorkshire,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
115 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

Two Ridings Community Foundation	£21,013
Masonic Trust	£13,233
National Lottery Community Fund	£10,000
Allen Lane Foundation	£8,000
The Shears Foundation	£5,500
The Foyle Foundation	£5,000
Co-Operative Group	£3,407

Specific Donations

Amount	When Months	To be used for
The Shears Foundation - Supporting Older People
£5,500	08/04/2024 12	Bringing Older People Together in Harrogate and Knaresborough
Allen Lane Foundation - Grant to Supporting Older People
£8,000	04/11/2022	£8,000 grant over two-years contributing to the salary of the Director of this organisation in Harrogate.
Masonic Trust - MCF Small Grant
£13,233	26/07/2022	Unrestricted core funding for small charities
The Foyle Foundation - Small Grants
£5,000	11/07/2022	towards ongoing costs over the next 12 months (awarded grant in response to coronavirus)
Two Ridings Community Foundation - Next Steps for SOP
£9,500	20/04/2022	Funding will be used in 3 key areas - increase the administrators hours by 7 hours a week; purchase 3 new computers and associated software; bring in a consultant for 5 days. The increase in ....more Funding will be used in 3 key areas - increase the administrators hours by 7 hours a week; purchase 3 new computers and associated software; bring in a consultant for 5 days. The increase in administration hours will be focused on developing better reporting systems and monitoring. The new laptops and software will ensure better productivity. The consultants time will be focused on supporting and developing a fundraising plan via grants/donors/corporate sponsorship.
Co-Operative Group - Grant to Supporting Older People
£3,407	23/10/2021	Once the pandemic passes, we'd like to restart our elderly group activities programme. We run a monthly tea and talk group, take them on outings, and host an exercise class, among other activities.
Two Ridings Community Foundation - Grant to Supporting Older People CIO
£6,600	16/08/2021	Funding to cover core staffing costs of their befriending service for 3 months. The organisation is a lifeline to many vulnerable and isolated adults and throughout the year have supported more than ....more Funding to cover core staffing costs of their befriending service for 3 months. The organisation is a lifeline to many vulnerable and isolated adults and throughout the year have supported more than 600 people (this was just 200 in March 2020).
Two Ridings Community Foundation - Restarting Weekly Music and Movement Sessions Post Covid
£2,913	26/07/2021	Funding for venue hire, staff and PPE costs to continue running Music and movement group aimed at older people in the local area to improve mental health and wellbeing.
National Lottery Community Fund - Supporting Older People in and around Harrogate During Covid-19North Yorkshire
£10,000	07/05/2020 7	The funding will be used to alleviate loneliness and isolation experienced by older people living alone through the provision of basic essential needs and a telephone befriending service. The project ....more The funding will be used to alleviate loneliness and isolation experienced by older people living alone through the provision of basic essential needs and a telephone befriending service. The project aims to allow vulnerable elderly people to remain independent in their home and improve their overall health and well-being during the COVID-19 pandemic.
Two Ridings Community Foundation - Covid19
£2,000	15/04/2020	Funding will be spent on staff salaries and volunteers to ensure support can continue to be offered to older and vulnerable residents during this crisis. This includes food shopping and medicine ....more Funding will be spent on staff salaries and volunteers to ensure support can continue to be offered to older and vulnerable residents during this crisis. This includes food shopping and medicine delivery.
The Foyle Foundation - Small Grants
£5,000	25/04/2019	towards the core costs of the charity in 2019/20
Two Ridings Community Foundation - Telephone and Skype Befriending Project
£4,685	13/06/2017	Funding to start a pilot scheme of befriending by telephone and skype to reduce social isolation.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

GARREY LEE HAASE Appointed: 2023

JACQUELINE ANNE ASHTON Appointed: 2014

JULIE BARLOW Appointed: 2016

JAMES DANIEL FULTON HOUSEMAN Appointed: 2021

MARTIN TAYLOR Appointed: 2020

PETER JACK HANNON (Chair) Appointed: 2023

THERESA MARY STEARN Appointed: 2016

Legal constitution

Charity registered in England & Wales on 06/02/2014, number: 1155682

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

9 returns made; all on time

Recent reorganisation events:

Asset transfer in from SUPPORTING OLDER PEOPLE on 24/01/2024

Main office

Supporting Older People
46 East Parade
Harrogate
North Yorkshire
HG1 5RR

Objectives

THE OBJECTS OF THE CIO ARE THE RELIEF OF ELDERLY PERSONS, BEING OVER 60 YEARS, LIVING IN HARROGATE AND THE SURROUNDING AREA BY SUCH CHARITABLE MEANS AS THE TRUSTEES DETERMINE,INCLUDING THE PROVISION OF A BEFRIENDING AND VISITING SERVICE, ADVICE, INFORMATION AND SUPPORT FOR SUCH PERSONS AND THEIR CARERS AND THE TRAINING OF VOLUNTEERS.

Data Sources