Finance Score: 3

Governance Score: 9

Support Score: 6

Fundraising costs low: +3

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

Overall weighted support: +6

Overall GiG Score: 18

AGE UK ENFIELD

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 Borough of Enfield (herinafter called " the area of benefit") regardless of ethnic origin, gender, marital status, sexual orientation or religious belief.

Analysis by Giving is Great

Positives:

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 gender and dynamic in terms of composition

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
31/03/23		£1,515	£1,582	£-67	£10	£524	£494	3.7	56	62
31/03/22		£1,451	£1,421	£30	£14	£636	£607	5.1	51	74
31/03/21		£1,336	£1,225	£111	£8	£471	£465	4.6	45	74
31/03/20		£1,333	£1,264	£69	£12	£362	£317	3	45	96
31/03/19		£1,330	£1,319	£11	£10	£215	£184	1.7	43	98
31/03/18		£1,207	£1,272	£-64	£8	£120	£89	0.8	51	0
31/03/17		£1,177	£1,261	£-84	£10	£126	£92	0.9	54	0
31/03/16		£1,147	£1,321	£-174	£16	£260	£247	2.2	62	0
31/03/15		£1,310	£1,304	£6	£4	£341	£339	3.1	63	0
31/03/14		£1,238	£1,169	£69	£8	£436	£413	4.2	48	0
31/03/13		£1,216	£1,163	£54	£21	£601	£475	4.9	38	0
31/03/12	*	£1,256	£1,113	£144	£38	£547	£521	5.6	66	0
31/03/11		£1,282	£1,219	£63	£76	£404	£380	3.7	66	0
31/03/10		£1,192	£1,214	£-22	£75	£341	£283	2.8	60	0
31/03/09	*	£1,245	£1,356	£-111	£81	£363	£259	2.3	69	0
31/03/08		£1,563	£1,605	£-42	£76	£474	£337	2.5	78	0
31/03/07		£1,536	£1,513	£22	£116	£517	£323	2.6	80	0
31/03/06		£1,345	£1,326	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£1,160	£1,157	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£1,183	£1,242	£-58	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.7%
Fundraising Costs/Total Spending: 0.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 23%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 3.7 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.3

Asset Split ?

Balance Sheet History

Established: 27 years

www.ageuk.org.uk/enfield/

peter.glass@ageukenfield.org.uk

02083754120

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 human resources
Provides services

Where it operates

Enfield,

Who it helps

Elderly/Old People
The General Public/Mankind

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

City Bridge Trust	£271,392
National Lottery Community Fund	£19,965
Quartet Community Foundation	£6,550
Sport England	£4,280

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Age Concern Enfield trading as Age UK Enfield
£1,470	21/10/2023	We want to buy materials and workbooks for our dementia day centre, including Lifestory books to encourage people with dementia to document their lives, help maintain memory and have fun.
City Bridge Trust - Grant to Age UK Enfield
£112,000	06/10/2023	£112,000 (£55,000, £57,000) continuation funding towards the Fit for Life programme that will offer older people in Enfield a wide range of classes/activities in a range of community venues and in local parks in the borough.
National Lottery Community Fund - Men in Sheds Enfield
£9,989	28/04/2023	The funding will be used to deliver woodwork and carpentry activities for older men in the community. The project aims to provide participants with a place to meet others socialise and discuss their mental health.
Sport England - Jubilee Fund - Back to Exercise after Cancer
£4,280	25/08/2022	This project will run dedicated exercises classes for people over 50 who are recovering from cancer to get them back into regular exercise. There will be a class for women and one for men introducing them to a range of exercises ranging from Zumba ....more This project will run dedicated exercises classes for people over 50 who are recovering from cancer to get them back into regular exercise. There will be a class for women and one for men introducing them to a range of exercises ranging from Zumba and line dancing to Pilates and circuit classes, in addition to guided walks, cycling and walking football. The separate classes will enable the programmes to be tailored to the participants and cater for the needs of BAME communities. The programme will run for a year in three blocks of 10 weekly sessions offering participants a variety of classes, with plans to then transition participants to other community classes that they may be interested in.
City Bridge Trust - Grant to Age UK Enfield
£131,000	24/06/2020 36	£131,000 over 3 years (£43,100; £43,600; £44,300) for the salary and related costs of a Fit for Life Manager and volunteer expenses.
City Bridge Trust - Grant to Age UK Enfield
£28,392	11/06/2020	£28,392 towards costs as outlined in your application, excluding overheads.
National Lottery Community Fund - Information and advice for older people in Enfield
£9,976	07/05/2020 8	The group will use the funding to provide an information and advice service for older people who have been affected by the COVID-19 crisis. This will support vulnerable people and help them to reach their potential.
Quartet Community Foundation - Grant to Age UK Enfield
£6,550	10/12/2019	Towards an interactive whiteboard for activities for people with dementia and their carers at a day care centre.
Co-Operative Group - Grant to Age UK Enfield
£2,885	29/11/2017	We would like to help raise funds for the Befriending project to help end loneliness for older people in the Borough of Enfield.
National Lottery Community Fund - Fit For Life
£192,503	25/01/2017 48	The group will continue and develop a range of activities for older people living in and around Enfield. The project aims to encourage and support older people to continue to live independently for as long as possible, maintain their mobility and ....more The group will continue and develop a range of activities for older people living in and around Enfield. The project aims to encourage and support older people to continue to live independently for as long as possible, maintain their mobility and improve their health and wellbeing. This will include exercise activities and information sessions on staying healthy. These sessions will be followed by refreshments, providing time for socialising to address isolation and loneliness.
Henry Smith Charity - Grant to Age UK Enfield
£45,900	05/12/2012 36	towards three years' running costs of a befriending services for older people in the London Borough of Enfield
National Lottery Community Fund - Fit for Life
£288,169	09/11/2011 60	This project will address the isolation and poor health outcomes of Enfield's older residents and ensure they are healthy and engaged in their community by providing a broad range of weekly exercise classes, walks and volunteering opportunities. Two ....more This project will address the isolation and poor health outcomes of Enfield's older residents and ensure they are healthy and engaged in their community by providing a broad range of weekly exercise classes, walks and volunteering opportunities. Two annual eight-week exercise and nutrition courses will also be held for GP-referred patients and tailored sessions will be held for people with dementia, learning disabilities and those from BME communities.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees:

ALISON DE METZ Appointed: 2021

ANNE SMOL MBE Appointed: 2021

BERYL ANTOINETTE DE SOUZA Appointed: 2017, Occupation: Plastic Surgeon

ELAINE PATRICIA ADKIN (Chair) Appointed: 2020, Occupation: Management Consultant

JOSEPH DANIEL HARLEY Appointed: 2023, Occupation: Compliance

MICHAEL ZACHARIA Appointed: 2021, Occupation: Consultant

NICOLA HYDE Appointed: 2021, Occupation: Communications Consultant

NICOLAS WAN THOUNG KEE MEW Appointed: 2021

RACHEL HOWARD Appointed: 2024, Occupation: Head Of Talent And Acquisition Management

Legal constitution

Charitable company registered in England & Wales on 30/07/1997, number: 1063696
Registered at Companies House on 14/04/1997, number: 03352062

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR12: 2 days late, AR09: 49 days late,

Recent reorganisation events:

Asset transfer in from THE ENFIELD TOWN AND FORTY HILL CHURCHES JOINT TRUST on 01/02/2024

Main office

Age Concern Enfield
John Jackson Library
35 Agricola Place
ENFIELD
EN11DW

Objectives

THE OBJECTS OF THE CHARITY ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE WITHIN THE AREA OF BENEFIT:3.1.1 PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;3.1.2 ADVANCING EDUCATION;3.1.3 PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL);3.1.4 PROMOTING EQUALITY AND DIVERSITY;3.1.5 PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS;3.1.6 ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND3.1.7 SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE CHARITY TRUSTEES FROM TIME TO TIME DECIDE;THE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL-BEING OF OLDER PEOPLE.

Defined Area of Benefit:

GREATER LONDON

Data Sources

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