Finance Score: -1

Governance Score: 2

Support Score: 6

Spending falling: -1
No PartB

No conflicts policy: -1
Dynamic board: +3

Large volunteers +5
Grant maker support: +1

Overall GiG Score: 7

AGE CONCERN BENTHAM CLUB

Friday lunch club for over sixties in Bentham area. Minibus with disabled access to and from the lunch club and regular outings.

Analysis by Giving is Great

Positives:

This charity has been very 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
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period

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		£26	£8	£18	n/a	n/a	n/a	n/a	n/a	25
31/03/22		£7	£6	£1	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£2	£2	£-1	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£22	£20	£2	n/a	n/a	n/a	n/a	n/a	5
31/03/19		£22	£20	£2	n/a	n/a	n/a	n/a	n/a	6
31/03/18	*	£25	£19	£6	£0	£0	£0	n/a	0	0
31/03/17		£23	£19	£4	£0	£0	£0	n/a	0	0
31/03/16		£27	£22	£6	£0	£0	£0	n/a	0	0
30/03/15		£26	£25	£1	£0	£0	£0	n/a	0	0
31/03/14		£86	£88	£-2	£0	£0	£0	n/a	0	0
30/03/13		£21	£20	£1	£0	£0	£0	n/a	0	0
30/03/12	*	£23	£20	£3	£0	£0	£0	n/a	0	0
31/03/11		£19	£21	£-2	£0	£0	£0	n/a	0	0
31/03/10	*	£23	£21	£2	£0	£0	£0	n/a	0	0
31/03/09	*	£22	£21	£1	£0	£0	£0	n/a	0	0
31/03/08		£23	£21	£2	£0	£0	£0	n/a	0	0
31/03/07		£18	£19	£-1	£0	£0	£0	n/a	0	0
31/03/06		£37	£35	£2	£0	£0	£0	n/a	0	0
31/03/05		£32	£27	£4	£0	£0	£0	n/a	0	0
31/03/04		£22	£41	£-19	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 34 years

01524262612

Charity Commission for England and Wales

Listed activities

Other Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides human resources
Provides services

Where it operates

North Yorkshire,

Who it helps

Elderly/Old People

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
Co-Operative Group - Grant to Age Concern Club Bentham
£3,204	15/11/2019	We want to buy a new step for our existing minibus as it frequently malfunctions; without it all our existing activities would be curtailed.
National Lottery Community Fund - New Minibus
£10,000	14/03/2013 12	This is a project by a registered charity in Bentham, Lancaster. The organisation will use funding to purchase a new minibus, with a tail lift. This will enable the group to transport all members, ....more This is a project by a registered charity in Bentham, Lancaster. The organisation will use funding to purchase a new minibus, with a tail lift. This will enable the group to transport all members, including wheelchair users, to activities and events, including their lunch club and the local shops.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

DEBORAH HAWKINS Appointed: 2022

GEORGE SINCLAIR Appointed: 2019, Other trusteeships: COLLINGWOOD AND LONGSTAFFE'S CHARITY, COLLINGWOOD AND LONGSTAFFE'S CHARITY,

JUDITH HARRISON Appointed: 2017

KEITH HARTLEY Appointed: 2019

MRS SUE PARK

PAULINE JACOBOWSKI Appointed: 2021

SARA MARGARET PREECE Appointed: 2022

SUSAN HALSALL Appointed: 2017

Legal constitution

Charity registered in England & Wales on 06/02/1990, number: 702481

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Volunteer management

Filing Record

20 returns made; AR18: 68 days late, AR12: 2 days late, AR10: 16 days late, AR09: 80 days late,

Main office

45 Robin Lane
High Bentham
Lancaster
Lancaster
LA2 7AG

Objectives

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 BENTHAM IN PARTICULAR BY PROVISION AND OPERATION OF DAY CARE FACILITIES FOR ELDERLY PEOPLE

Defined Area of Benefit:

BENTHAM AND DISTRICT

Data Sources