Finance Score: 2
Governance Score: 3
Support Score: 12
  • Strong growth: +2
  • No PartB
  • Gender balanced board: +3
  • Large volunteer base +3
  • Overall weighted support: +9
Overall GiG Score: 17 ?

AGE CONCERN BARNSTAPLE AND NORTH DEVON CIO

Age Concern Barnstaple and North Devon supports older and vulnerable people to reduce loneliness and isolation, improve health and wellbeing and support independent living. Services include Care Line, Community Transport, Shopping Service, Befriending, Carer Support, Hospital Support and Community Activities.
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 including the Government
  • The Board appears to be well diversified in terms of gender

Financial issues to consider:

  • This Charity has changed registration and some of the financial and donation history pertains to the previous entity
  • A PartB annual return has not been required and so detailed financial information is not available from the online data

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£276£275£1n/an/an/an/an/an/a
31/03/23£167£171£-4n/an/an/an/an/an/a
31/03/22£73£82£-9n/an/an/an/an/an/a
31/03/21£82£81£1n/an/an/an/an/an/a
31/03/20*£79£83£-4n/an/an/an/an/an/a
31/03/19£137£84£53n/an/an/an/an/an/a
31/03/18£68£81£-13n/an/an/an/an/an/a
31/03/17£56£78£-22n/an/an/an/an/an/a
31/03/16£57£82£-26n/an/an/an/an/an/a
31/03/15£56£85£-29n/an/an/an/an/an/a
31/03/14£55£93£-38n/an/an/an/an/an/a
31/03/13£55£94£-40n/an/an/an/an/an/a
31/03/12£47£95£-48n/an/an/an/an/an/a
31/03/11£47£98£-52n/an/an/an/an/an/a
31/03/10£83£115£-32n/an/an/an/an/an/a
31/03/09£93£114£-20n/an/an/an/an/an/a
31/03/08£93£114£-20n/an/an/an/an/an/a
31/03/07£122£97£25n/an/an/an/an/an/a
31/03/06£93£87£6n/an/an/an/an/an/a
31/03/05£74£85£-10n/an/an/an/an/an/a
31/03/04£279£88£191n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 2 years

www.ageconcernnorthdevon.org.uk

info@ageconcernnorthdevon.org.uk

01271324488

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Disability
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Devon,
Who it helps
  • Elderly/Old People
  • People With Disabilities

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
National Lottery Community Fund£308,706
Garfield Weston Foundation£25,000
Masonic Trust£15,000
DCMS£10,000
The Clothworkers Foundation£7,900
McCarthy Stone Foundation£7,250
The Grocers' Charity£5,000
Charles Hayward Foundation£4,000
Specific Donations
Amount When
Months
To be used for
The Grocers' Charity - 2024 Grant - Age Concern Barnstaple and North Devon
£5,000 14/12/2023
To support recruiting and training 40 more volunteers to deliver befriending, carer support and transport clients.
McCarthy Stone Foundation - 2023 Autumn Community Grants
£6,500 17/10/2023
Grants up to £7,500 to support programmes that connect and engage older people.
McCarthy Stone Foundation - 2023 Winter Warm Spaces
£750 25/07/2023
Grants up to £750 to cover core costs, in particular those connected to providing warm spaces for older people to access such as fuel, utilities or increased rental fees.
National Lottery Community Fund - Age Concern North Devon
£298,706 28/06/2023
This funding will support the project to grow their service and increase their number of volunteers to provide advice support and social opportunities for older people across North Devon. The project aims to improve the health and wellbeing of older ....more
Garfield Weston Foundation - Main Grants award
£25,000 24/04/2023
Age Concern North Devon - meeting need
Charles Hayward Foundation - Grant to Age Concern Barnstaple & District
£4,000 31/03/2023
Community activity programme for older people
Masonic Trust - MCF Small Grant
£15,000 09/03/2023
Unrestricted core funding for small charities
The Clothworkers Foundation - Grant to Age Concern Barnstaple and District
£7,900 12/10/2022
Purchase of office furniture and IT equipment for a charity which works with older people in Devon
National Lottery Community Fund - Aging well in Barnstaple and District
£10,000 02/09/2022
The funding will be used run a 12 month marketing campaign to recruit train and deploy 40 new volunteers. The project aims to increase volunteer numbers enabling them to meet demand and continue to deliver a range of services to support older and ....more
Devon Community Foundation - Ageing Well in Barnstaple District
£2,000 01/06/2022
Services for older people in Barnstaple
DCMS - Coronavirus Community Support Fund
£10,000 18/09/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

  • ANGELA WALTER Appointed: 2014
  • BRENDA MARY GRAVETT Appointed: 2021
  • JOHN CHALLIS Appointed: 2023
  • LOUISA YORK Appointed: 2024, Occupation: Childcare / Town Councillor
  • NIGEL TIMMS Appointed: 2024
  • ROBERT WARD (Chair) Appointed: 2023
Legal constitution
  • Charity registered in England & Wales on 03/02/2023, number: 1201835
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 risk management 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
21 returns made; AR20: 6 days late,
Recent reorganisation events:
  • Asset transfer in from AGE CONCERN BARNSTAPLE AND DISTRICT ASSOCIATION on 04/10/2024
Main office

116-118
BOUTPORT STREET
BARNSTAPLE
DEVON
EX31 1TD

Objectives

THE RELIEF OF OLDER PEOPLE IN NORTH DEVON IN ANY MANNER WHICH NOW IS, OR HEREAFTER MAY BE, DEEMED BY LAW TO BE CHARITABLE.

Data Sources

Charity Commission for England and Wales
360 Giving

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