Finance Score: -1
Governance Score: 9
Support Score: 11
  • Deficit on trading: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +11
Overall GiG Score: 19 ?

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:

  • Spending has increased over the last 3 years relative to the previous period
  • 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

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • The accounts in the latest year show a significant deficit from trading activities

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£4,947£5,002£-55£404£1,335£1,3153.2186320
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£1,2393.6152330
31/03/20£4,369£4,194£174£50£652£6271.8158235
31/03/19£4,238£4,108£130£470£779£7222.1168231
31/03/18£3,063£2,963£100£448£646£5632.31520
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£6503.3920
31/03/13£2,988£2,893£95£125£705£6402.7920
31/03/12£3,026£2,880£147£90£600£5702.4930
31/03/11£2,510£2,481£28£75£453£2941.4810
31/03/10£2,248£2,342£-94£78£424£3401.7720
31/03/09*£1,997£1,994£3£60£506£4342.6620
31/03/08£1,769£1,916£-147£211£514£4612.9590
31/03/07£1,607£1,742£-135£165£661£5313.7580
31/03/06*£1,714£1,699£15n/an/an/an/an/an/a
31/03/05*£1,631£1,563£68n/an/an/an/an/an/a
31/03/04£1,345£1,389£-44n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 10.3%
Fundraising Costs/Total Spending: 8.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 26%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 3.2 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.8
Asset Split ?
Balance Sheet History
Established: 23 years

www.ageuk.org.uk/oxfordshire

contactus@ageukoxfordshire.org.uk

03454501276

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
How you can help
What it does
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).
Listed activities
  • 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
GiG Classification
  • Practical support, advice & companionship
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 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

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
National Lottery Community Fund£393,667
Esmee Fairbairn£248,877
DCMS£133,137
Oxfordshire Community Foundation£39,917
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - United for an informed later life
£393,667 20/07/2023
This funding will be used to provide advice and support for older people directly and to build capacity in other organisations across Oxfordshire. The funding aims to provide direct support to improve wellbeing and connect communities.
Esmee Fairbairn - Grant to Age UK Oxfordshire
£19,987 20/02/2023
Towards unrestricted core costs as a Cost of Living Uplift
DCMS - ALB-Historic England-Age UK: Heritage project
£15,842 01/12/2022
Heritage Project** is the working title for a new partnership between Historic England and Age UK Oxfordshire, exploring how marginalised communities can lead delivery in their own historic places to support wellbeing. Working in one place, we will ....more
Oxfordshire Community Foundation - Age Friendly Banbury
£9,080 24/10/2022
Transfer of funds to complete transition of Age Friendly Banbury
Oxfordshire Community Foundation - Paint the Town for the Jubilee
£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 participants. Working with our Age Friendly Creative ....more
Esmee Fairbairn - Grant to Age UK Oxfordshire
£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 - Main Grants award
£10,000 05/11/2021
Phone Friends' telephone befriending service for local older people in Oxfordshire.
The Grocers' Charity - 2021 - Age UK Oxfordshire
£3,500 02/06/2021
Towards project costs for marketing material for the Homeshare Service which matches older people who need help/companionship with a person who needs affordable accommodation and is happy to lend a hand. Demand has increased threefold since Covid-19.
Oxfordshire Community Foundation - Starting a Conversation about Health
£14,865 27/04/2021
9
Grant to Age UK Oxfordshire
DCMS - Coronavirus Community Support Fund
£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 operate, thereby reducing the burden on public ....more
Esmee Fairbairn - Grant to Age UK Oxfordshire
£29,018 28/04/2020
6
towards unrestricted core costs as a COVID-19 Fast Response grant
Oxfordshire Community Foundation - COVID-19 Keeping older people exercising whilst in isolation
£6,000 27/04/2020
12
Advice & Support - keeping older people exercising while in isolation.
DCMS - Age-friendly and Inclusive Volunteering
£53,340 01/04/2019
Project supporting bereaved people to take up volunteering opportunities
Heart Of England Community Foundation - Homeshare Oxford
£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 the accommodation the Sharer gives the Householder ....more
National Lottery Community Fund - Community Connectors
£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 Information Network, which takes referrals from a range of ....more
Esmee Fairbairn - Grant to Age UK Oxfordshire
£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 - Main Grants award
£7,500 13/11/2017
Information and Advice Service
Esmee Fairbairn - Grant to Age UK Oxfordshire
£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 - Grant to Age UK Oxfordshire
£30,000 09/02/2017
To embed cultural participation within Age UK across England.
Esmee Fairbairn - Grant to Age UK Oxfordshire
£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 - Grant to Age UK Oxfordshire
£172,400 27/04/2015
36
HomeShare Programme
Oxfordshire Community Foundation - Age UK Oxfordshire
£3,517 02/06/2014
Advance people's physical and mental health, wellbeing and safety
Esmee Fairbairn - Grant to Age UK Oxfordshire
£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 (12)
Current Trustees appointed
Gender Split

Age Range of Trustees: 37-76
  • ANDREW JUDT Appointed: 2024, Occupation: Chief Operating Officer
  • ANDREW LANE (Chair) Appointed: 2023, Occupation: Company Director
  • DARREN EVANS Appointed: 2024, Occupation: Chief Executive Officer
  • JAMES HEYWOOD Appointed: 2023, Occupation: Retired
  • JANE MARRIOTT Appointed: 2024, Occupation: Lecturer
  • JODIE BUCKINGHAM Appointed: 2020, Occupation: Chiropodist
  • JOHN JACKSON Appointed: 2021, Occupation: Consultant
  • JULIET HUNTER Appointed: 2022, Occupation: Company Director
  • RACHEL ROBSON Appointed: 2024, Occupation: Company Director
  • STEPHEN ELLIOTT Appointed: 2023, Occupation: Finance Director
  • TEHMEENA VICTORIA AJMAL Appointed: 2020, Occupation: Operations Director
  • TOM CHILDS Appointed: 2024, Occupation: Associate Director Of Fundraising
Legal constitution
  • Charitable company registered in England & Wales on 05/04/2002, number: 1091529
  • Registered at Companies House on 23/11/2001, number: 04328143
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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; AR09: 1 days late, AR06: 35 days late, AR05: 1 days late,
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

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