Finance Score: 0
Governance Score: 9
Support Score: 12
    • Good trustee age range: +3
    • Dynamic board: +3
    • Gender balanced board: +3
    • Grant maker support: +12
    Overall GiG Score: 21 ?

    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
    • 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 and gender and dynamic in terms of composition

    Regulatory & Governance issues to consider:

    • Over half the Board have joined recently

    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£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£15£0£0£0n/a00
    31/03/05*£1,631£1,563£68£0£0£0n/a00
    31/03/04£1,345£1,389£-44£0£0£0n/a00

    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 ?
    Established: 22 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'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£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 ....more
    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 ....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 ....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 ....more
    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 ....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 ....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 ....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
    Based on 11/12 persons

    Age Range of Trustees: 37-75
    • ANDREW JUDT Appointed: 2024, Occupation: Chief Operating Officer
    • ANDREW LANE (Chair) Appointed: 2023, Occupation: Company Director
    • DARREN EVANS Appointed: 2024, Occupation: Chief Executive Officer
    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
    CharityBase

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