AGE CONCERN APPLEBY AND DISTRICT

Charity Number: 517868
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £91,909
Total expenditure: £74,530

People

10 Trustee(s)

50 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Elderly/old People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 06 October 1986: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints 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
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JUNE CODD Chair 03 June 2022
None on record
Ann Preston-Green Trustee 16 May 2024
None on record
Kathryn Martin Trustee 16 May 2024
None on record
Mary Elizabeth Richardson Trustee 16 May 2024
None on record
JANET MARTIN Trustee 06 May 2022
None on record
ELAINE MARY BARRACLOUGH Trustee 10 September 2021
None on record
JUDITH GRAY Trustee 10 September 2021
None on record
Susan Bradley Trustee 10 May 2019
None on record
JEAN ROBINSON Trustee
None on record
DAVID MORTIMER SAMPSON Trustee
PCC OF THE ECCLESIASTICAL PARISH OF APPLEBY WITH MURTON
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £61.52k £67.42k £93.21k £79.30k £91.91k
Total expenditure £59.07k £57.42k £80.29k £65.24k £74.53k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £34.00k £30.34k N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 30 June 2024 On Time
Accounts and TAR 31 December 2023 30 June 2024 On Time Download Open in new window
Annual return 31 December 2022 25 July 2023 On Time
Accounts and TAR 31 December 2022 25 July 2023 On Time Download Open in new window
Annual return 31 December 2021 02 September 2022 On Time
Accounts and TAR 31 December 2021 02 September 2022 On Time Download Open in new window
Annual return 31 December 2020 24 October 2021 On Time
Accounts and TAR 31 December 2020 24 October 2021 On Time Download Open in new window
Annual return 31 December 2019 19 October 2020 On Time
Accounts and TAR 31 December 2019 19 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CONSTITUTION ADOPTED 04/06/1969 AS AMENDED ON 22/07/1974 AS AMENDED ON 17/11/1987 AS AMENDED ON 13/05/2011 as amended on 12 May 2023

Charitable objects

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 THE PROVISION OF FINANCIAL SUPPORT TO GROUPS AND INDIVIDUALS WITHIN THE AREA OF BENEFIT TOGETHER WITH THOSE AGENCIES, GROUPS AND INDIVIDUALS THAT SUPPORT THOSE PEOPLE.

Area of benefit

The area the charity can operate in, as set out in its governing document.

APPLEBY AND ITS SURROUNDING VILLAGES

Contact information

Address:
2 Burrells House
Burrells
APPLEBY-IN-WESTMORLAND
Cumbria
CA16 6EG
Phone:
01768352502
Email:
june.codd@btinternet.com
Website:

No information available