Finance Score: 0

Governance Score: -4

Support Score: 0

No PartB

No volunteer policy: -2
No conflicts policy: -1
Mainly female board: -1

Large volunteers +3

Overall GiG Score: -1

AGE CONCERN APPLEBY AND DISTRICT

Age Concern Appleby & District have two shops in the town. both run entirely by volunteers. We have no paid staff what so ever and all money raised, after expenses, rates, rents etc is given to local charities and groups which help and care for older people in the Appleby District.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
The Board is predominantly female

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 ?

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
31/12/22		£79	£65	£14	n/a	n/a	n/a	n/a	n/a	50
31/12/21		£93	£80	£13	n/a	n/a	n/a	n/a	n/a	50
31/12/20		£67	£57	£10	n/a	n/a	n/a	n/a	n/a	50
31/12/19		£62	£59	£2	n/a	n/a	n/a	n/a	n/a	50
31/12/18		£53	£54	£-1	£0	£0	£0	n/a	0	50
31/12/17		£50	£55	£-5	£0	£0	£0	n/a	0	0
31/12/16		£44	£50	£-6	£0	£0	£0	n/a	0	0
31/12/15		£51	£58	£-7	£0	£0	£0	n/a	0	0
31/12/14		£53	£59	£-5	£0	£0	£0	n/a	0	0
31/12/13		£55	£55	£0	£0	£0	£0	n/a	0	0
31/12/12		£55	£59	£-3	£0	£0	£0	n/a	0	0
31/12/11		£53	£60	£-7	£0	£0	£0	n/a	0	0
31/12/10		£53	£57	£-4	£0	£0	£0	n/a	0	0
31/12/09		£54	£45	£9	£0	£0	£0	n/a	0	0
31/12/08		£47	£45	£2	£0	£0	£0	n/a	0	0
31/12/07		£44	£41	£3	£0	£0	£0	n/a	0	0
31/12/06		£47	£41	£7	£0	£0	£0	n/a	0	0
31/12/05	*	£43	£71	£-28	£0	£0	£0	n/a	0	0
31/12/04		£43	£41	£2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 38 years

dsamp90234@aol.com

01768352133

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Cumbria,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

ANN PRESTON-GREEN Appointed: 2024

DAVID MORTIMER SAMPSON, Other trusteeship: PCC OF THE ECCLESIASTICAL PARISH OF APPLEBY WITH MURTON,

ELAINE MARY BARRACLOUGH Appointed: 2021

JANET MARTIN Appointed: 2022

JEAN ROBINSON

JUDITH GRAY Appointed: 2021, Other trusteeship: THE HOSPITAL OF ST ANNE,

JUNE CODD (Chair) Appointed: 2022

KATHRYN MARTIN Appointed: 2024

MARY ELIZABETH RICHARDSON Appointed: 2024

SUSAN BRADLEY Appointed: 2019

Legal constitution

Charity registered in England & Wales on 06/10/1986, number: 517868

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Risk management

Filing Record

19 returns made; AR05: 28 days late,

Main office

TOWN HEAD FARMHOUSE
HILTON
APPLEBY-IN-WESTMORLAND
CA16 6LU

Objectives

THE OBJECT OF THE CHARITY SHALL BE TO; PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND APPLEBY AND ITS SURROUNDING VILLAGES (HEREINAFTER CALLED THE AREA OF BENEFIT) IN PARTICULAR BY THEPROVISION OF FINANCIAL SUPPORT TO GROUPS AND INDIVIDUALS WITHIN THE AREA OF BENEFIT TOGETHER WITH THOSE AGENCIES, GROUPS AND INDIVIDUALS THAT SUPPORT THOSE PEOPLE.

Defined Area of Benefit:

APPLEBY AND ITS SURROUNDING VILLAGES

Data Sources