Finance Score: 0

Governance Score: 3

Support Score: 9

Strong growth: +2
Multiple Deficits: -2
No PartB

Dynamic board: +3

Large volunteers +3
Grant maker support: +6

Overall GiG Score: 12

OLDER CITIZENS ADVOCACY YORK

OCAY provides a free, confidential and independent advocacy service to older people in the City of York and its surrounding area in order to provide relief to older people in need.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers
The Board appears to be 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
There has been a change of accounting period recently, so trends may be hard to determine
On several occasions in recent years income has been less than spending

Established: 7 years

http://www.oldercitizensadvocacyyork.org.uk/

info@ocay.org.uk

01904676200

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit	Volun- teers
30/09/23	£123,112	£93,483	£29,629	21
30/09/22?	£109,286	£133,358	£-24,072	25
31/03/21	£123,641	£84,742	£38,899	42
31/03/20	£77,822	£88,862	£-11,040	34
31/03/19	£169,031	£91,753	£77,278	26
31/03/18	£0	£0	£0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

City Of York,

Who it helps

Elderly/Old People
Other Defined Groups

Who works here?

Unknown number of employees
21 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	£252,426
Charles Hayward Foundation	£5,500
Joseph Rowntree Housing Trust	£5,000
Two Ridings Community Foundation	£1,324
CAF	£1,300

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Advocacy Support for older people in York
£252,426	20/07/2021	The funding will help to provide a free confidential and independent advocacy service for older people across York; helping them to have a voice in the issues that concern them.
Joseph Rowntree Housing Trust - Benefits advocacy and poverty reduction
£5,000	11/05/2021	Funding towards delivery of comprehensive advocacy support to clients experiencing or at risk of being pulled into poverty
Charles Hayward Foundation - Grant to Older Citizens Advocacy York (OCAY)
£5,500	18/09/2020	Benefits advocacy for older people
The Clothworkers Foundation - Grant to Older Citizens Advocacy York
£1,100	09/09/2020	purchase of laptops for a charity supporting older people in North Yorkshire
CAF - Grant to Older Citizens Advocacy york
£1,300	04/05/2020	Grant to Older Citizens Advocacy york to support the organisation through COVID19
Two Ridings Community Foundation - Covid19
£1,324	02/04/2020	Funding for resources to work remotely, and to cover lost fundraising opportunities.
Joseph Rowntree Foundation - Benefits Advocacy
£5,799	31/01/2019	To increase capacity to deliver comprehensive advocacy support to clients accessing benefits
Two Ridings Community Foundation - Improving business planning and development
£9,975	03/05/2018	Funding to support extra hours for the Charity Manager to work on the development of new business areas that would ultimately benefit the health and wellbeing of elderly people.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

GILLIAN CALDICOTT Appointed: 2020

JEAN REED Appointed: 2023

LAURA ANN WALKER Appointed: 2023, Other trusteeship: LEEDS CITIZENS ADVICE BUREAU,

MATTHEW WILLIAM KNIGHT (Chair) Appointed: 2021, Occupation: Retired, Other trusteeships: YORK CENTRE FOR VOLUNTARY SERVICE, GOOD NEIGHBOURS UK,

SYLVIA DOUGHTY Appointed: 2017

TRACEY ELAINE DENNISON Appointed: 2021

Legal constitution

Charity registered in England & Wales on 12/07/2017, number: 1173795

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
Investing charity funds policy and procedures
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

6 returns made; all on time

Main office

Older Citizens Advocacy York
Priory Street Centre
15 Priory Street
YORK
YO1 6ET

Objectives

THE OBJECTS OF THE CIO ARE:THE OBJECTIVE OF OLDER CITIZENS ADVOCACY YORK (OCAY) IS TO PROVIDERELIEF TO OLDER PEOPLE IN NEED IN THE CITY OF YORK AND ITS SURROUNDINGAREA BY THE PROVISION OF A GENERAL ADVOCACY SERVICE.NOTHING IN THIS CONSTITUTION SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CIO FOR THEPURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH [SECTION 7 OF THE CHARITIES AND TRUSTEEINVESTMENT (SCOTLAND) ACT 2005] AND [SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008]

Data Sources