Overall Score: 23 based on 19 data points
Finance: 4
Governance: 9
Support: 10
Reasonable growth: +1, Fundraising costs low: +3,
Good trustee age range: +3, Dynamic board: +3, Gender balanced board: +3,
Supporters: +10

AGE UK OXFORDSHIRE 

Mission:

To enable older people in Oxfordshire to live life to the full. Whether you’re on a quest to live well into old age or if you’re going through tough times, we’re here to help you
Analysis by Giving is Great

Positives:

  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • Fundraising costs are low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers including the Government and a Community Foundation
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

How you can help

Established: 22 years

www.ageuk.org.uk/oxfordshire

admin@ageukoxfordshire.org.uk

03454501276

Charity Commission for England and WalesCompanies HouseTwitterFacebook
UN SDGs
?

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
31/03/22£4,435£4,317£118£267£1,419£1,4183.9166247
31/03/21£4,486£4,161£326£746£1,267£1,1953.4152330
31/03/20£4,369£4,194£174£50£652£5681.6158235
31/03/19£4,238£4,108£130£470£779£7792.3168231
31/03/18£3,063£2,963£100£448£646£4741.9152320
31/03/17£2,920£3,175£-255£436£373£3171.21600
31/03/16£3,978£3,983£-5£753£727£5401.61580
31/03/15£2,618£2,528£90£295£700£5672.7780
31/03/14£2,330£2,381£-50£171£703£4532.3920
31/03/13£2,988£2,893£95£125£705£200.1920
31/03/12£3,026£2,880£147£90£600£100930
31/03/11£2,510£2,481£28£75£453£100810
31/03/10£2,248£2,342£-94£78£424£100.1720
31/03/09£1,997£1,994£3£60£506£100.1620
31/03/08£1,769£1,916£-147£211£514£500.3590
31/03/07£1,607£1,742£-135£165£661£6614.6580
31/03/06£1,714£1,699£15n/an/an/an/an/a0
31/03/05£1,631£1,563£68n/an/an/an/an/a0
31/03/04£1,345£1,389£-44n/an/an/an/an/a0

Financial Ratios
Fundraising Costs/Relevant Income: 7.7%
Fundraising Costs/Total Spending: 6.2%
Liabilities/Assets: 33%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 3.9 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.3
Asset Split ?
What it does
  • Amateur Sport
  • Arts/Culture/Heritage/Science
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
Age UK Oxfordshire provides a range of services, activities and opportunities for older people in response to locally identified needs. These activities include Day Care, Flexible Care, Mental Health Care, Information & Advice, Support Brokerage, Footcare, Exercise and Preventative Care. Support and Training for carers is provided through Action for Carers (Oxfordshire).
Who works here?
  • 166 employees
  • 247 volunteers
Who it helps
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
  • The General Public/Mankind
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Oxfordshire,

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
Esmée Fairbairn Foundation£422,985
DCMS£170,635
The National Lottery Community Fund£97,982
Heart Of England Community Foundation£49,816
Specific Donations
Amount When
Months
To be used for
Esmée Fairbairn Foundation
£19,987 20/02/2023
Towards unrestricted core costs as a Cost of Living Uplift
Oxfordshire Community Foundation
£9,972 01/04/2022
Project overview Paint the Town for the Jubilee Project builds on existing partnerships and a commitment to supporting older people to engage in creative activities as leaders, as well as ....more
Esmée Fairbairn Foundation
£199,872 30/03/2022
24
Towards project costs of the Creative Later Life 2025 programme, ensuring older people have agency and equity of access to culture
Garfield Weston Foundation
£10,000 05/11/2021
Phone Friends' telephone befriending service for local older people in Oxfordshire.
Oxfordshire Community Foundation
£14,865 27/04/2021
9
Grant to Age UK Oxfordshire
The Grocers' Charity
£5,000 24/03/2021
Towards core costs of a part-time support worker to support more people accessing the Open Art Surgery for people with mental illness and some struggling with suicidal thoughts.
The Grocers' Charity
£5,000 24/03/2021
Towards core costs of a part-time support worker to support more people accessing the Open Art Surgery for people with mental illness and some struggling with suicidal thoughts.
DCMS
£117,295 03/07/2020
"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
Esmée Fairbairn Foundation
£29,018 28/04/2020
6
towards unrestricted core costs as a COVID-19 Fast Response grant
Oxfordshire Community Foundation
£6,000 27/04/2020
12
Advice & Support - keeping older people exercising while in isolation.
DCMS
£53,340 01/04/2019
Project supporting bereaved people to take up volunteering opportunities
Heart Of England Community Foundation
£49,816 01/03/2019
23
Homeshare Oxford carefully matches older residents who need practical help or companionship to continue to live independently, with younger people in need of affordable accommodation. In return for ....more
The National Lottery Community Fund
£97,982 28/02/2019
36
The organisation works with older people in Oxfordshire, delivering a range of services for older people. The project aims to set up a service to take referrals through their own Community ....more
Esmée Fairbairn Foundation
£174,108 23/01/2019
36
Towards the consolidation of work enabling more older people to take part in creative and cultural activities.
Garfield Weston Foundation
£7,500 13/11/2017
Information and Advice Service
Esmée Fairbairn Foundation
£53,200 17/07/2017
15
Towards an arts partnership worker to put the arts at the centre of services for older people, creating partnerships locally and across the UK.
The Baring Foundation
£30,000 09/02/2017
To embed cultural participation within Age UK across England.
Esmée Fairbairn Foundation
£85,117 22/07/2015
24
Towards an arts partnership worker to put the arts at the centre of services for older people, creating partnerships locally and across the UK.
Lloyds Bank Foundation for England and Wales
£172,400 27/04/2015
36
HomeShare Programme
Oxfordshire Community Foundation
£3,517 02/06/2014
Advance people's physical and mental health, wellbeing and safety
Esmée Fairbairn Foundation
£39,913 13/06/2012
Towards a project to research, develop and test the market for personalised services for older people, and disseminate the learning.
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: 26-75
  • ANDREW LANE (Chair)
    Appointed: 2023, Occupation: Company Director
Legal constitution
  • Charitable company registered in England & Wales on 05/04/2002, number: 1091529
  • Registered at Companies House on 23/11/2001, number: 04328143
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Recent reorganisation events:
  • Asset transfer in from BOOKFEAST on 14/10/2022
Main office

9 Napier Court
Barton Lane
ABINGDON
Oxfordshire
OX14 3YT

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 OXFORDSHIRE.

Defined Area of Benefit: ELDERLY PEOPLE IN AND AROUND OXFORDSHIRE.

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase

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