THE ELDER TREE LIMITED (VOLUNTARY VISITING SERVICE)

Registered charity 1124248 · accounts filings on the Charity Commission register

The Elder Tree provides an extensive support and befriending network for isolated and vulnerable older people resident in Plymouth.

Causes: The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Economic/community Development/employment · website · Get email alerts

Financial health, per its FY2025 accounts

The charity reported a surplus of £57,224 for the year, with total unrestricted reserves of £348,349. The accounts state that unrestricted funds are held to support three months of trading, with a view towards six months, indicating a prudent reserves position relative to the stated policy.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

• Plymouth City Council — “Plymouth City Council” (source page)
• Lloyds Bank Foundation — “Lloyds Bank Foundation” (source page)
• Plymouth Argyle Community Trust — “Plymouth Argyle Community Trust” (source page)

Structured financials (annual return, FY ending 31/05/2025)

Reported reserves equal ~4.8 months of spending — below the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Charitable activities (98% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 4.3% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

• IRENE ELIZABETH TONKINchair
• Ann Elizabeth Harris
• DIANE MARY GAVIN
• Dr Amanda Jane Harry
• JANE PAWSON
• Joanne Beniston
• Paula Williams
• SALLY ANNE PARKES

Trustee list from the Charity Commission register (current, not historical).

Operates in: Plymouth City

Income and spending

Common questions

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).