Finance Score: 0

Governance Score: 3

Support Score: 11

No PartB

Gender balanced board: +3

Large volunteers +3
Overall weighted support: +8

Overall GiG Score: 14

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
The charity has received backing from a grant maker recently
The Board appears to be well diversified in terms of gender

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 ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
31/03/24		£276	£275	£1

Show financials table -->

Download accounts

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

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	£298,706
Garfield Weston Foundation	£25,000
McCarthy Stone Foundation	£6,500
The Grocers' Charity	£5,000

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.
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 ....more 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 people in the community.
Garfield Weston Foundation - Main Grants award
£25,000	24/04/2023	Age Concern North Devon - meeting need

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ANGELA WALTER Appointed: 2014

BRENDA MARY GRAVETT Appointed: 2021

IAN ROOME (Chair) Appointed: 2023

JOHN CHALLIS Appointed: 2023

ROBERT WARD 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

1 returns made; all on time

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.