Finance Score: 0

Governance Score: 2

Support Score: 8

Low unrestricted reserves: -2
Strong growth: +2

12+ Trustees: -1
Gender balanced board: +3

Overall weighted support: +8

Overall GiG Score: 10

LEEDS OLDER PEOPLE'S FORUM

Leeds Older Peoples' Forum promotes the health and wellbeing of older people in the Leeds area.

Analysis by Giving is Great

Positives:

There has been strong growth in spending since inception
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

Regulatory & Governance issues to consider:

Why are there 13 trustees whereas the Charities Commission recommends a maximum of 12?

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/24	£2,671	£2,529	£142	£0	£720	£265	1.3	15	339
31/03/23	£2,279	£2,082	£197	£0	£568	£197	1.1	14	326
31/03/22	£1,276	£1,191	£85	£0	£371	£121	1.2	10	240
31/03/21	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 37%
Reserves/Spending: 1.3 months
Net Current Assets/Spending: 3 months
Quick Ratio: 22.2

Asset Split ?

Balance Sheet History

Established: 4 years

https://www.opforum.org.uk/

info@opforum.org.uk

01132441697

Charity Commission for England and Wales

Listed activities

Disability
The Prevention Or Relief Of Poverty

GiG Classification

Other welfare services

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information

Where it operates

Leeds City,

Who it helps

Elderly/Old People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

DCMS	£89,392
Road Safety Trust	£49,371
Leeds Community Foundation	£4,000

Specific Donations

Amount	When Months	To be used for
Road Safety Trust - Grant to Leeds Older People's Forum
£49,371	08/06/2023	Driving Change Together
DCMS - Media Literacy Taskforce Fund
£89,392	07/11/2022	A project to upskill 4, local organisations to deliver media literacy support to older, BAME residents in Leeds' poorest areas.
Leeds Community Foundation - Grant to Leeds Older People's Forum
£4,000	26/10/2021	“Men’s Health Unlocked”, funded by the National Lottery Community Fund Covid Emergency Response Fund, has created a city-wide network for men’s health.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees:

CATHERINE JOAN MAHONEY Appointed: 2020, Occupation: Retired Director

CAROLINE SUSAN MCNAMARA Appointed: 2022

CORRINA LAWRENCE Appointed: 2020, Occupation: Ceo

DR SATWANT KAUR RAIT JP Appointed: 2020

DR DAVID STUART SMITH Appointed: 2020

IAIN WILLIAM ANDERSON Appointed: 2021

JOHN PASCHAL O'DWYER Appointed: 2020

JOHN WELHAM Appointed: 2020

KATHRYN JULIE BADON Appointed: 2022, Occupation: Retired

ROGER JOHN URQUHART HARINGTON (Chair) Appointed: 2020

SUSAN JOY PHILLIPS Appointed: 2020

TRICIA GRADYS Appointed: 2020

WILLIAM KENNETH ROLLINSON MBE Appointed: 2020

Legal constitution

Charity registered in England & Wales on 26/08/2020, number: 1191030

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

4 returns made; all on time

Recent reorganisation events:

Asset transfer in from LEEDS OLDER PEOPLE'S FORUM on 03/11/2021

Main office

LEEDS OLDER PEOPLES FORUM
24C JOSEPHS WELL
HANOVER WALK
LEEDS
LS3 1AB

Objectives

1) THE RELIEF OF OLDER PEOPLE IN THE METROPOLITAN DISTRICT OF LEEDS (THE AREA OF BENEFIT) AND IN PARTICULAR THE RELIEF OF POVERTY AND THE PROMOTION OF THE GOOD HEALTH OF OLDER PEOPLE, PRIMARILY, BUT NOT EXCLUSIVELY, BY ASSOCIATING VOLUNTARY, STATUTORY AND OTHER AGENCIES AND INDIVIDUALS IN A SUPPORT NETWORK.2) THE ADVANCEMENT OF THE EDUCATION OF OLDER PEOPLE IN THE AREA OF BENEFIT IN PARTICULAR IN RELATION TO FINANCIAL, HEALTH, HOUSING, SOCIAL AND WELFARE ENTITLEMENTS.3) THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC, AND PROMOTION OF RESEARCH CONCERNING THE NEEDS OF OLDER PEOPLE IN RELATION TO THE PROVISION OF COMMUNITY CARE, AND THE PUBLICATION OF THE USEFUL RESULTS OF SUCH RESEARCH.4) THE PROMOTION OF THE BENEFIT OF OLDER PEOPLE IN THE AREA OF BENEFIT WITHOUT DISTINCTION OF SEX OR POLITICAL, RELIGIOUS OR OTHER OPINION, BY ASSOCIATING THE STATUTORY AUTHORITIES, VOLUNTARY ORGANISATIONS AND INDIVIDUALS IN A COMMON EFFORT TO PROVIDE EDUCATIONAL, CULTURAL, SOCIAL WELFARE, RECREATIONAL AND LEISURE-TIME FACILITIES, WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR OLDER PEOPLE.

Data Sources

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