Finance Score: 0

Governance Score: 3

Support Score: 7

No PartB

Gender balanced board: +3

Large volunteers +5
Grant maker support: +2

Overall GiG Score: 10

NORTH EAST FORUM ON AGEING

NEFA is a regional network enabling the voices of older people to be heard

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received backing from a grant maker recently
The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
31/03/23		£10,220	£4,867	£5,353	12

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Highest pay bracket: less than £60,000

Established: 2 years

www.nefa.org.uk

contact@nefa.org.uk

07871714957

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity

GiG Classification

Practical support, advice & companionship

How it operates

Acts as an umbrella or resource body
Provides services

Where it operates

Throughout England,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who supports 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
National Lottery Community Fund - NEFA Connections
£9,970	08/04/2022	The funding will be used to work with partner organisations that provide services for older people to help improve services for deprived and hard to reach older people. This will involve training ....more The funding will be used to work with partner organisations that provide services for older people to help improve services for deprived and hard to reach older people. This will involve training older people as volunteers to consult with their peers to give them a voice to help improve services with the aim to reduce isolation and improve wellbeing.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ARTHUR MCKEAN Appointed: 2022

DAPHNE HIBBERD-FRANKS Appointed: 2024

LYNNE SHAW Appointed: 2023

NORMAN JEMISON Appointed: 2021

SIMON LUDDINGTON Appointed: 2023

VALERIE JOHNSTON Appointed: 2021, Occupation: Retired, Other trusteeships: Tees Valley Rural Action, NORTH EAST PENSIONERS ASSOCIATION, HEALTHWATCH DARLINGTON LIMITED,

Legal constitution

Charity registered in England & Wales on 05/01/2022, number: 1197350

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

1 returns made; all on time

Main office

SEARCH.
Carnegie Buildings
Atkinson Road
Benwell
Newcastle upon Tyne
NE4 8XS

Objectives

THE OBJECTS OF THE CHARITY AND TO WHICH IT IS SPECIFICALLY RESTRICTED ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR PEOPLE IN AND AROUND THE NORTH EAST OF ENGLAND, (HEREIN AFTER CALLED THE AREA OF BENEFIT);1. THE RELIEF OF OLDER PEOPLE IN NORTH EAST ENGLAND (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.

Data Sources