Finance Score: -1

Governance Score: 6

Support Score: 9

Positive trading contribution: +2;Strong growth: +2
Fundraising costs high: -5

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

Overall weighted support: +9

Overall GiG Score: 14

AGE UK LINDSEY

The charity covers the areas of East and West Lindsey in Lincolnshire and North Lincolnshire. It aims to work with and for older people, helping to make later life a fulfilling and enjoyable experience, through the delivery of a range of direct services and activities appropriate to their needs. This includes providing Information and Advice, domestic support in the home and befriending support.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
More than half of total income was derived from trading and fees in the latest year
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

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	£1,320	£1,376	£-56	£909	£385	£363	3.2	48	198
31/03/23	£998	£1,032	£-35	£699	£441	£414	4.8	43	140
31/03/22	£948	£1,013	£-65	£716	£475	£449	5.3	55	89
31/03/21	£1,180	£1,177	£3	£569	£540	£57	0.6	50	120
31/03/20?	£1,580	£1,624	£-44	£610	£537	£462	3.4	130	280
31/03/18	£1,536	£1,536	£0	£543	£635	£498	3.9	156	0
31/03/17	£1,140	£1,184	£-44	£400	£635	£604	6.1	148	0
31/03/16	£1,198	£1,035	£163	£369	£679	£648	7.5	52	0
31/03/15	£1,255	£1,255	£-1	£364	£516	£485	4.6	50	0
31/03/14	£1,272	£1,244	£28	£400	£517	£463	4.5	55	0
31/03/13	£1,263	£1,186	£78	£344	£489	£414	4.2	52	0
31/03/12	£1,161	£1,081	£80	£298	£411	£336	3.7	52	0
31/03/11	£1,098	£1,042	£56	£254	£331	£258	3	52	0
31/03/10	£974	£879	£95	£222	£275	£217	3	42	0
31/03/09	£883	£850	£32	£234	£180	£135	1.9	45	0
31/03/08	£751	£750	£0	£230	£148	£99	1.6	110	0
31/03/07	£727	£701	£26	£232	£147	£100	1.7	104	0
31/03/06	£650	£644	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	£612	£593	£19	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	£448	£458	£-11	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 150.1%
Fundraising Costs/Total Spending: 66%
Highest pay band: Less than £60,000
Liabilities/Assets: 24%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 3.2 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1

Asset Split ?

Balance Sheet History

Established: 25 years

ageuk.org.uk/lindsey

info@ageuklindsey.co.uk

01507 524242

Charity Commission for England and Wales

Tweets

Listed activities

Disability
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Makes grants to individuals
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Lincolnshire, North Lincolnshire,

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

Henry Smith Charity	£329,200
Lincolnshire Community Foundation	£60,000
The Clothworkers Foundation	£50,000
National Lottery Community Fund	£10,000

Specific Donations

Amount	When Months	To be used for
The Clothworkers Foundation - Grant to Age UK Lindsey
£50,000	19/10/2022	refurbishment of building for a charity supporting older people in Lincolnshire
National Lottery Community Fund - Thrive at Home Project
£10,000	16/09/2022	The funding will be used to help support older people to maximise their income stay connected to the available support for them during the cost of living crisis and stay warm this winter. The project aims to increase the capacity of the Client ....more The funding will be used to help support older people to maximise their income stay connected to the available support for them during the cost of living crisis and stay warm this winter. The project aims to increase the capacity of the Client Support team to help meet the increasing demands of the vulnerable elderly community improving overall mental health and wellbeing.
Henry Smith Charity - Grant to Age UK Lindsey
£105,000	11/03/2022 36	towards three years' running costs of the 'Information and Advice, Befriending and Keep Connected Mobile Outreach' project for older people, impacted by the COVID-19 pandemic, in East and West Lindsey, Lincolnshire.
Henry Smith Charity - Grant to Age UK Lindsey
£144,000	10/03/2022 36	towards three years' continuation funding of the salary of a Client Support Manager at a project providing information and advice for older people in East and West Lindsey, Lincolnshire.
Henry Smith Charity - Grant to Age UK Lindsey
£80,200	23/10/2020 12	towards one year's running costs of a befriending, information and advice and the Keep Connected service that will support older people affected by COVID-19 in Lincolnshire.
Lincolnshire Community Foundation - Age UK East Lindsey Covid Project
£12,500	29/07/2020	Advice and support for older people
Lincolnshire Community Foundation - Age UK East Lindsey Covid Project
£12,500	29/07/2020	Advice and support for older people
Lincolnshire Community Foundation - Age UK Lindsey Covid Project
£5,000	22/06/2020	Telephone befriending
Lincolnshire Community Foundation - Age UK Lindsey Covid Project
£5,000	22/06/2020	Telephone befriending
Lincolnshire Community Foundation - Age UK East Lindsey Covid Project
£12,500	25/04/2020	Advice and support for older people
Lincolnshire Community Foundation - Age UK East Lindsey Covid Project
£12,500	25/04/2020	Advice and support for older people
Henry Smith Charity - Grant to Age UK Lindsey
£120,800	12/12/2018 36	towards three years' salary of four part-time Information and Advice Officers at a project providing help and support for older people in Lincolnshire
National Lottery Community Fund - Benefits Advice Programme
£284,500	12/03/2018 36	Benefits Advice Programme

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 31-89

ANNAMARIE WATSON Appointed: 2021, Occupation: Retired

ASHLEY WILKS Appointed: 2024, Occupation: Business Person

CANON JOHN THOROLD, Occupation: Vicar

CLAIRE PARKER-ROBSON (Chair) Appointed: 2002, Occupation: Solicitor

CLAIRE MARKHAM Appointed: 2019, Occupation: Investment Director

IAN BROWN Appointed: 2019, Occupation: Retired

JAMES BRINDLE Appointed: 2019, Occupation: Deputy Ceo Of Magna Vitae

KAREN CARLESS Appointed: 2024, Occupation: District Councillor

OWEN BIERLEY Appointed: 2006, Occupation: District Councillor

ROSE DOBBS Appointed: 2005, Occupation: None

Legal constitution

Charitable company registered in England & Wales on 03/03/2000, number: 1079691
Registered at Companies House on 02/02/2000, number: 03917990

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 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; all on time

Main office

AGE UK LINDSEY
THE OLD SCHOOL HOUSE
MANOR HOUSE STREET
HORNCASTLE
LN9 5HF

Objectives

3.1 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:

THE DISTRICTS OF EAST LINDSEY AND WEST LINDSEY (LINCOLNSHIRE)

Data Sources

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