Finance Score: -3

Governance Score: -3

Support Score: 4

Volatile income: -3
No PartB

All male board: -3

Grant maker support: +4

Overall GiG Score: -2

OTLEY OLD PEOPLES WELFARE COMMITTEE

The charity provides a permanent building comprising a main hall, adjacent smaller meeting rooms, kitchen facilities an for older people to gather for social, recreational and culinary purposes. Access is open to all on a day to day basis.The building also has offices.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

The Board is completely male

Financial issues to consider:

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

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		£30	£22	£7	n/a	n/a	n/a	n/a	n/a	1
31/03/22		£22	£17	£6	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£396	£386	£10	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£42	£24	£18	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£39	£22	£17	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£13	£16	£-3	£0	£0	£0	n/a	0	0
31/03/17		£12	£20	£-8	£0	£0	£0	n/a	0	0
31/03/16		£14	£12	£1	£0	£0	£0	n/a	0	0
31/03/15		£13	£12	£1	£0	£0	£0	n/a	0	0
31/03/14		£15	£12	£3	£0	£0	£0	n/a	0	0
31/03/13		£15	£15	£0	£0	£0	£0	n/a	0	0
31/03/12		£17	£18	£-1	£0	£0	£0	n/a	0	0
31/03/11		£11	£16	£-5	£0	£0	£0	n/a	0	0
31/03/10		£9	£13	£-4	£0	£0	£0	n/a	0	0
31/03/09	*	£5	£12	£-7	£0	£0	£0	n/a	0	0
31/03/08	*	£7	£13	£-6	£0	£0	£0	n/a	0	0
31/03/07		£4	£8	£-4	£0	£0	£0	n/a	0	0
31/03/06		£7	£9	£-2	£0	£0	£0	n/a	0	0
31/03/05		£4	£9	£-5	£0	£0	£0	n/a	0	0
31/03/04		£7	£6	£0	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 59 years

davidwilkinson33@talktalk.net

01943461318

Charity Commission for England and Wales

Listed activities

Recreation

GiG Classification

Services for the elderly

How it operates

Provides buildings/facilities/open space

Where it operates

Leeds City,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
1 volunteer

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.

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£20,000	24/07/2020	Otley Older People's Hub
Wolfson Foundation - Grant to Otley Old People's Welfare Committee
£50,000	05/12/2019	Redevelopment of ground floor including installation of accessible toilets and refurbishment of the community rooms used by charities supporting older people
National Lottery Community Fund - Otley Older People's Hub
£7,344	15/11/2018 12	The project will re-design the ground floor accommodation of Otley Old People's Welfare Centre to make it more accessible and prepare it for the changing and evolving needs of older people in the ....more The project will re-design the ground floor accommodation of Otley Old People's Welfare Centre to make it more accessible and prepare it for the changing and evolving needs of older people in the years ahead.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

COLIN ANDREW CAMPBELL Appointed: 2014

DAVID IAN WILKINSON Appointed: 2012

DAVID FREDERICK ROBSON Appointed: 2004

ALAN KEITH PRATT Appointed: 2021, Other trusteeship: WHARFEDALE & AIREBOROUGH METHODIST CHURCH CIRCUIT,

LAURENCE JOHN BENTLEY Appointed: 2014, Other trusteeship: ROTARY CLUB OF OTLEY TRUST FUND,

Legal constitution

Charity registered in England & Wales on 26/07/1965, number: 207385

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR09: 51 days late, AR08: 109 days late,

Main office

33 The Whartons
Otley
LS21 2AG

Objectives

GENERAL GOOD OF ALL OLD PEOPLE BY PROVIDING FACILITIES FOR PHYSICAL AND MENTAL RECREATION FURTHERING HEALTH, RELIEVING POVERTY, DISTRESS OR SICKNESS.

Defined Area of Benefit:

URBAN DISTRICT OF OTLEY.

Data Sources