Finance Score: -1

Governance Score: 3

Support Score: 2

Spending falling: -1
No PartB

Good trustee age range: +3

Grant maker support: +2

Overall GiG Score: 4

AGE CONCERN SANDWELL

Provision of services and advice and information for older people.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
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

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period

Established: 24 years

www.ageuksandwell.org.uk

info@ageuksandwell.org.uk

01214370033

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£181	£155	£26	n/a	n/a	n/a	n/a	n/a	21
31/03/22		£166	£159	£7	n/a	n/a	n/a	n/a	n/a	24
31/03/21		£158	£121	£37	n/a	n/a	n/a	n/a	n/a	24
31/03/20		£156	£155	£0	n/a	n/a	n/a	n/a	n/a	5
31/03/19		£208	£207	£1	n/a	n/a	n/a	n/a	n/a	100
31/03/18		£315	£358	£-43	£0	£0	£0	n/a	0	0
31/03/17	*	£339	£378	£-38	£0	£0	£0	n/a	0	0
31/03/16		£371	£344	£27	£0	£0	£0	n/a	0	0
31/03/15		£373	£479	£-106	£0	£0	£0	n/a	0	0
31/03/14		£443	£486	£-43	£0	£0	£0	n/a	0	0
31/03/13		£497	£548	£-51	£0	£0	£0	n/a	0	0
31/03/12		£538	£555	£-17	£4	£345	£308	6.7	19	0
31/03/11		£515	£512	£3	£4	£362	£324	7.6	19	0
31/03/10		£471	£514	£-43	£0	£0	£0	n/a	0	0
31/03/09		£478	£422	£55	£0	£0	£0	n/a	0	0
31/03/08		£456	£437	£19	£0	£0	£0	n/a	0	0
31/03/07		£436	£399	£37	£0	£0	£0	n/a	0	0
31/03/06		£423	£383	£40	£0	£0	£0	n/a	0	0
31/03/05	*	£426	£375	£52	£0	£0	£0	n/a	0	0
31/03/04		£494	£511	£-18	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training
General Charitable Purposes

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Sandwell,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
21 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£20,000	15/05/2020	to provide immediate support for vulnerable veterans with reduced social contact
National Lottery Community Fund - Sandwell Creative HUB for Older People
£95,311	03/06/2015 36	Transfer of a grant from Sandwell Arts Trust (30112488) to Age Concern Sandwell. Sandwell Arts Trust ceased to operate at the end of November 2013. One of the original partner organisations, Age UK ....more Transfer of a grant from Sandwell Arts Trust (30112488) to Age Concern Sandwell. Sandwell Arts Trust ceased to operate at the end of November 2013. One of the original partner organisations, Age UK Sandwell offered to take on responsibility for the project to enable it to run. Age UK Sandwell will work in partnership with The Wesley Centre (primary location) and will be supported by other organisations providing activities at the centre.
Henry Smith Charity - Grant to Age UK Sandwell
£44,000	12/09/2012 24	towards two years' salary and associated costs of a befriending service for older people in the West Midlands

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Age Range of Trustees: 31-68

DARRELL HARMEN Appointed: 2022

DR RASHDA TABASSUM Appointed: 2018, Occupation: Psychiatrist, Other trusteeship: AGE UK BIRMINGHAM LIMITED,

GARETH REYNOLDS Appointed: 2023, Occupation: Senior Finance Officer, Other trusteeship: AGE UK BIRMINGHAM LIMITED,

TAPSHUM PATTNI Appointed: 2020, Occupation: Retired, Other trusteeships: BROADENING CHOICES FOR OLDER PEOPLE, AGE UK BIRMINGHAM LIMITED,

BENJAMIN RICHARDS Appointed: 2020, Occupation: Consultant, Other trusteeships: North Staffordshire Combined Healthcare NHS Trust, AGE UK BIRMINGHAM LIMITED,

DAVID SYKES (Chair) Appointed: 2020, Occupation: Retired, Other trusteeship: AGE UK BIRMINGHAM LIMITED,

MARCUS JORDAN Appointed: 2018, Occupation: Surveyer, Other trusteeship: AGE UK BIRMINGHAM LIMITED,

Legal constitution

Charitable company registered in England & Wales on 02/05/2000, number: 1080517
Registered at Companies House on 02/03/2000, number: 03938484

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR17: 2 days late, AR05: 1 days late,

Main office

Age UK Birmingham & Age UK Sandwell
Stratford House
Stratford Place
BIRMINGHAM
B12 0HT

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND THE METROPOLITAN BOROUGH OF SANDWELL (HEREINAFTER CALLED THE AREA OF BENEFIT)

Defined Area of Benefit:

METROPOLITAN BOROUGH OF SANDWELL

Data Sources