Finance Score: 6

Governance Score: 6

Support Score: 6

Liabilities <10%: +3
Strong growth: +2
Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3

Overall weighted support: +6

Overall GiG Score: 18

AGE CONCERN BROMLEY

Age Concern Bromley, (trading name Age UK Bromley & Greenwich) provides a range of services, projects, emotional and practical support to older people, their relatives and carers. It also campaigns on issues that impact the lives of older people in and around the London Borough of Bromley and Royal Borough of Greenwich.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years, despite a decline more recently
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/24		£1,999	£2,161	£-162	£36	£2,369	£2,278	12.6	72	185
31/03/23		£2,014	£2,172	£-158	£32	£2,506	£2,463	13.6	70	248
31/03/22		£2,092	£2,078	£14	£24	£2,674	£2,626	15.2	86	285
31/03/21		£2,133	£2,203	£-69	£21	£2,648	£2,534	13.8	106	245
31/03/20?		£2,335	£2,311	£24	£36	£2,715	£2,649	13.8	111	203
31/03/18		£1,961	£1,723	£238	£17	£2,485	£2,417	16.8	77	0
31/03/17		£1,580	£1,470	£110	£78	£2,244	£2,164	17.7	68	0
31/03/16		£1,274	£1,359	£-85	£28	£2,132	£2,041	18	51	0
31/03/15		£1,480	£1,363	£117	£51	£2,251	£2,149	18.9	35	0
31/03/14		£1,941	£1,500	£442	£50	£2,134	£1,976	15.8	60	0
31/03/13		£1,456	£1,429	£27	£41	£1,693	£1,512	12.7	34	0
31/03/12		£1,520	£1,240	£280	£60	£1,667	£1,357	13.1	28	0
31/03/11		£1,075	£1,024	£51	£91	£1,388	£1,209	14.2	26	0
31/03/10	*	£1,117	£984	£134	£89	£1,337	£1,180	14.4	25	0
31/03/09		£988	£885	£103	£84	£1,203	£1,049	14.2	23	0
31/03/08		£790	£791	£-1	£33	£1,100	£1,099	16.7	21	0
31/03/07		£750	£784	£-34	£26	£1,101	£1,101	16.8	23	0
31/03/06		£1,075	£755	£320	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£660	£571	£90	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£605	£592	£13	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 1.9%
Fundraising Costs/Total Spending: 1.6%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 1%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 12.6 months
Net Current Assets/Spending: 5 months
Quick Ratio: 9.8

Asset Split ?

Balance Sheet History

Established: 28 years

www.ageukbromleyandgreenwich.org.uk

info@ageukbandg.org.uk

02083151850

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Bromley, Greenwich,

Who it helps

Elderly/Old People

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	£148,314
Ministry of Defence	£24,984
Co-Operative Group	£3,156

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - The Nepalese Gurkha Veterans Community Project
£148,314	18/03/2022	This funding will help the local Gurkha community gradually return to normal life (post Covid) by reopening their weekly communal Club – “The Okey Cokey Club” at the YMCA Woolwich Dockyard.
Ministry of Defence - Covenant Fund
£24,984	03/09/2021	For existing charitable projects to help charities to sustain activities and services that people from Armed Forces communities use and value.
Co-Operative Group - Grant to Men In Sheds Eltham (Age UK Bromley and Greenwich)
£3,156	24/10/2020	We offer a buzzing Men In Sheds workshop to help older men carry out community projects and combat loneliness.
Dunhill Medical Trust - Men in Sheds
£90,000	08/12/2015 36	Staffing grant: Men in Sheds Coordinator's salary. The aim of the Men in Sheds project is to reduce the loneliness and social isolation experienced by older men
National Lottery Community Fund - Men in Sheds goes Mobile
£371,756	02/12/2015 47	This development of an existing project aims to reduce the loneliness and social isolation experienced by older men, many of whom will have experienced a life changing event such as retirement, redundancy or bereavement, by enabling them to have ....more This development of an existing project aims to reduce the loneliness and social isolation experienced by older men, many of whom will have experienced a life changing event such as retirement, redundancy or bereavement, by enabling them to have social contact with other men in an activity-based setting, which improves their health and well-being.
National Lottery Community Fund - "Community Helpers" - A Community Befriending and Support Project
£270,221	03/11/2014 35	Not Available
National Lottery Community Fund - Bromley Advice Partnership (BAP)
£348,998	19/04/2013 24	The aim of this new project is to provide an effective advisory service throughout the two London boroughs of Bromley and Greenwich which will address the needs of clients who seek advice relating to welfare benefits, debt management, housing ....more The aim of this new project is to provide an effective advisory service throughout the two London boroughs of Bromley and Greenwich which will address the needs of clients who seek advice relating to welfare benefits, debt management, housing advice, immigration and other related legal advice services.
Henry Smith Charity - Grant to Age UK Bromley & Greenwich
£55,100	05/12/2012 36	towards three years' costs of expanding the Men in Sheds project in Eltham to seven days a week
National Lottery Community Fund - MEN IN SHEDS
£262,876	13/06/2012 49	This project aims to reach isolated men over 55 and encouraging them to participate in Men in Sheds activities. The concept provides a workshop, tools and equipment so men can use existing skills, learn new ones and be involved in productive ....more This project aims to reach isolated men over 55 and encouraging them to participate in Men in Sheds activities. The concept provides a workshop, tools and equipment so men can use existing skills, learn new ones and be involved in productive activity while making new friends and working in a social group. The project also provides an opportunity for participants to access information, advice and other services which they might not otherwise seek out. _x000B__x000B_

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 40-77

CHRISTINA PARRY Appointed: 2013, Occupation: Retired Civil Servant

GORDON HAYWARD Appointed: 2019, Occupation: Retired

JULIE DODDS Appointed: 2022, Occupation: Researcher

KARINA KATE BROWN Appointed: 2022, Occupation: Company Director

LORNA BLACKWOOD (Chair) Appointed: 2018, Occupation: Social Care/Health Consultant

MORGAN VINE Appointed: 2015, Occupation: Campaign Manager

NELL AXELROD Appointed: 2022, Occupation: Financial Consultant

Legal constitution

Charitable company registered in England & Wales on 26/02/1997, number: 1060861
Registered at Companies House on 20/01/1997, number: 03304510

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
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

20 returns made; AR10: 55 days late,

Main office

Age UK Bromley & Greenwich
Community House
South Street
BROMLEY
BR1 1RH

Objectives

A) TO PROMOTE THE WELFARE OF OLDER PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND THE LONDON BOROUGHS OF BROMLEY AND GREENWICH (HEREINAFTER CALLED “THE AREA OF BENEFIT”)B) TO PROMOTE THE WELFARE OF ADULTS IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND THE AREA OF BENEFIT.

Defined Area of Benefit:

LONDON BOROUGHS OF BROMLEY AND GREENWICH

Data Sources

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