Finance Score: 3
Governance Score: 9
Support Score: 11
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +11
Overall GiG Score: 23 ?

AGE UK BEXLEY 

To promote the relief of elderly people in and around the London Borough of Bexley.
Analysis by Giving is Great

Positives:

  • There have been no material income shortfalls in recent years
  • Fundraising costs are unusually low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
  • 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
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£738£689£48£0£569£5649.824118
31/03/22£663£677£-14£0£556£5429.623107
31/03/21£678£600£77£0£569£54410.92260
31/03/20£627£622£5£3£436£3777.31662
31/03/19£654£704£-50£0£448£4046.937110
31/03/18£644£717£-73£0£489£4317.2340
31/03/17£753£795£-42£0£559£4997.5440
31/03/16£804£795£9£0£605£5498.3350
31/03/15£797£752£44£32£600£5208.3230
31/03/14£896£790£106£35£554£4797.3300
31/03/13£863£850£14£46£448£3304.7270
31/03/12£972£882£90£49£449£2903.9290
31/03/11£875£860£15£83£359£1622.3200
31/03/10*£870£856£14£74£344£1872.6310
31/03/09£911£848£63£82£330£2183.1300
31/03/08£852£863£-12£79£267£1992.8400
31/03/07£879£877£2£79£278£2253.1400
31/03/06*£861£869£-9£0£0£0n/a00
31/03/05£814£778£36£0£0£0n/a00
31/03/04£729£729£0£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 9.8 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.5
Asset Split ?
Established: 23 years

www.ageuk.org.uk/bexley

accounts@ageukbexley.org.uk

02083000883

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • General Charitable Purposes
  • Other Charitable Purposes
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Bexley,
Who it helps
  • Elderly/Old People

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.

Major supporters in last 5 years
National Lottery Community Fund£258,561
City Bridge Trust£144,559
The Charity of Sir Richard Whittington£96,281
Mercer's Charitable Foundation£75,660
DCMS£29,886
Garfield Weston Foundation£20,000
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Men in Sheds Bexley
£242,594 30/08/2023
This funding will be used to a Men In Sheds project supporting men aged 65+. The project aims to improve their wellbeing support independence improve confidence and prevent isolation and loneliness.
Mercer's Charitable Foundation - Grant to Age UK Bexley
£75,660 11/05/2023
Provide warm spaces where older people can come together to combat loneliness, keep fit, get advice on housing and welfare/other benefits, and enjoy refreshments.
London Catalyst - Age UK Bexley - 1
£3,500 09/05/2023
Befriending Cafes
London Catalyst - Age UK Bexley - 2
£1,000 09/05/2023
Hardship Fund
Co-Operative Group - Grant to Age UK Bexley
£4,072 22/10/2022
We would like to raise money to increase our ability to reduce the impact of post-Covid-19 social isolation and loneliness for older people in the London Borough of Bexley.
National Lottery Community Fund - The Rosemary Cafe
£6,449 23/09/2022
The funding will be used to run the Rosemary Cafe which will provide activities to stimulate cognitive functions to benefit people with dementia and carers. The project aims to encourage people to ....more
Garfield Weston Foundation - Main Grants award
£20,000 16/07/2021
Community Growth and Resilience Project
The Charity of Sir Richard Whittington - Grant to Age UK Bexley
£91,281 06/05/2021
To widen the reach and impact of the organisation's befriending service by increasing outreach, peer and group support to reduce social isolation and loneliness.
City Bridge Trust - Grant to Age UK Bexley
£82,781 15/04/2021
24
£82,781 over two further and final years (£40,960 and £41,821) for the salary of a f/t Project Worker plus project and management contributions for the Men in Sheds project.
The Charity of Sir Richard Whittington - Covid-19 Rapid Response Fund Grant
£5,000 10/09/2020
6
Additional funding to expand the cafes into more of a wrap-around befriending and community togetherness project.
City Bridge Trust - Grant to Age UK Bexley
£44,850 13/08/2020
towards the costs outlined in your application for widening your existing day care options to include on site, at home and digital support
DCMS - Coronavirus Community Support Fund
£29,886 31/07/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more
National Lottery Community Fund - Covid - 19 crisis recovery projec
£9,518 22/05/2020
7
The project will use funding to increase volunteer and staff capacity to support isolated vulnerable older people in crisis due to the COVID-19 outbreak. The project is working in partnership with ....more
City Bridge Trust - Grant to Age UK Bexley
£16,928 08/05/2020
A grant of £16,928 to fund the essential and urgent costs outlined in the application, so that the organisation can carry on providing support to Londoners.
The Charity of Sir Richard Whittington - Grant to Age UK Bexley
£36,141 30/04/2019
24
Bexley Befriending Cafes
Co-Operative Group - Grant to Age UK Bexley
£3,617 19/11/2018
We need additional investment to support the Sheds expansion and development, particularly the staffed support and outreach provision.
National Lottery Community Fund - Bexley Befriending Cafe's
£9,922 14/09/2018
12
The project will develop the delivery of their befriending café. The aim is to create opportunities to access social activities and build relationships.
City Bridge Trust - Grant to Age UK Bexley
£90,300 06/07/2018
36
£90,300 over three years (£35,600; £35,700; £19,000) towards the posts of Project Co-ordinator, Service Manager and associated running costs.
The Clothworkers Foundation - Grant to Age UK bexley
£14,000 16/05/2018
refurbishment of a wellbeing centre
Henry Smith Charity - Grant to Age UK Bexley
£60,000 11/06/2015
36
towards three years' running costs of the 'Men in Sheds' project, providing support services to isolated older men in the London Borough of Bexley
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split
Based on 8/9 persons

Age Range of Trustees: 26-67
Legal constitution
  • Charitable company registered in England & Wales on 12/09/2001, number: 1088399
  • Registered at Companies House on 02/07/2001, number: 04244876
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; AR10: 130 days late, AR06: 7 days late,
Main office

Belvedere Community Centre
Mitchell Close
BELVEDERE
Kent
DA17 6AA

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:PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;ADVANCING EDUCATION;PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL);PROMOTING EQUALITY AND DIVERSITY;PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS;ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; ANDSUCH 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:

IN AND AROUND THE LONDON BOROUGH OF BEXLEY

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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