Finance Score: 0

Governance Score: 0

Support Score: 8

No PartB

Large volunteers +3
Grant maker support: +5

Overall GiG Score: 8

AGE CONCERN CARLTON AND DISTRICT

A dynamic and unique local charity with a sound track record of delivering quality services and support aimed at improving the health and well being of older people. With over 50 volunteers the organisation works on a low cost sustainable funding basis to deliver high quality services including Social & Activities Day Care, Lunch Clubs, Pop - In, Holidays & Outings, Arts & Crafts and Information.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
There have been no material income shortfalls in recent years

Financial issues to consider:

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

Established: 34 years

www.ageconcern-carlton.co.uk

ageconcerncarlto@btconnect.com

01159400421

Charity Commission for England and Wales

Tweets

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
30/09/22		£231	£225	£6	n/a	n/a	n/a	n/a	n/a	80
30/09/21		£230	£226	£4	n/a	n/a	n/a	n/a	n/a	50
30/09/20		£206	£195	£11	n/a	n/a	n/a	n/a	n/a	55
30/09/19		£275	£253	£22	n/a	n/a	n/a	n/a	n/a	54
30/09/18		£268	£278	£-11	£0	£0	£0	n/a	0	48
30/09/17	*	£291	£276	£16	£0	£0	£0	n/a	0	0
30/09/16		£291	£305	£-14	£0	£0	£0	n/a	0	0
30/09/15		£274	£270	£4	£0	£0	£0	n/a	0	0
30/09/14		£265	£275	£-10	£0	£0	£0	n/a	0	0
30/09/13		£231	£239	£-9	£0	£0	£0	n/a	0	0
30/09/12		£243	£232	£11	£0	£0	£0	n/a	0	0
30/09/11		£216	£222	£-5	£0	£0	£0	n/a	0	0
30/09/10		£221	£229	£-8	£0	£0	£0	n/a	0	0
30/09/09		£213	£201	£12	£0	£0	£0	n/a	0	0
30/09/08		£183	£187	£-4	£0	£0	£0	n/a	0	0
30/09/07	*	£173	£180	£-8	£0	£0	£0	n/a	0	0
30/09/06	*	£217	£220	£-2	£0	£0	£0	n/a	0	0
30/09/05		£194	£197	£-3	£0	£0	£0	n/a	0	0
30/09/04	*	£181	£191	£-9	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Nottinghamshire,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
80 volunteers

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
National Lottery Community Fund - Befriending Older Adults in Carlton & District
£57,054	26/11/2021	The funding will be used by the group to continue its telephone befriending service that combats social isolation and improves wellbeing for local older adults. The funding will help to sustain the ....more The funding will be used by the group to continue its telephone befriending service that combats social isolation and improves wellbeing for local older adults. The funding will help to sustain the service until it can be supported by the organisation’s self-generated income.
National Lottery Community Fund - Telephone Befriending Older Adults in Carlton & District
£8,400	12/03/2021 6	The group will use the funding to provide a telephone befriending service for older people in the local community. This will reduce levels of social isolation and loneliness amongst people who have ....more The group will use the funding to provide a telephone befriending service for older people in the local community. This will reduce levels of social isolation and loneliness amongst people who have been particularly affected by the pandemic.
DCMS - Coronavirus Community Support Fund
£9,658	01/09/2020	"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 ....more "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 services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Tudor Trust - Grant to Age Concern Carlton & District
£60,000	01/02/2017 36	over three years towards the salary of an occupational therapist supporting wellbeing work with older people in Nottingham

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

JOY MARGARET THACKERAY (Chair) Appointed: 2012

JULIE CARVER-SMITH Appointed: 2024

RALPH FERGUSON

RUSSELL JOHN CHAPMAN Appointed: 2012

TIMOTHY RICHARD BEAVER Appointed: 2013

Legal constitution

Charity registered in England & Wales on 25/04/1990, number: 702763

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR17: 100 days late, AR07: 98 days late, AR06: 85 days late, AR04: 2 days late,

Recent reorganisation events:

Asset transfer in from AGE CONCERN CHILWELL on 13/12/2022

Main office

Age Concern
352-356 Carlton Hill
Carlton
Nottingham
NG4 1JB

Objectives

TO PROMOTE THE WELFARE OF THE AGED IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE WITHIN THE AREA BOUNDED BY THE GELDING BOROUGH BOUNDARY WITH THE CITY OF NOTTINGHAM IN THE WEST AND THE SOUTH AND BOUNDED BY MAPPERLEY PLAINS IN THE NORTH AND THE BOUNDARY WITH NEWARK AND SHERWOOD DISTRICT COUNCIL IN THE EAST.

Defined Area of Benefit:

SEE OBJECTS

Data Sources