Finance Score: -8
Governance Score: 9
Support Score: 8
  • Good reserves management: +3
  • Spending falling: -1
  • Multiple Deficits and declines: -5
  • Fundraising costs high: -5
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +8
Overall GiG Score: 9 ?

AGE CONCERN CHESHIRE

Advocacy, Day Care, Independent Living, Supporting You, Falls Prevention, Befriending, Information & Advice inc Welfare Benefits, Phonelink, Get Active, Adult Education & IT classes, Arts project, Mentoring, Campaigning, Resource Groups, Volunteering, Charity Shops, Fundraising, Men in Sheds, Wellbeing, Dementia advisors, Social isolationFurther information at www.ageukcheshire.org.uk
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • 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:

  • Spending has fallen significantly over the last 5 years relative to the previous period
  • Income has been volatile and on several occasions in recent years less than spending
  • Fundraising costs are extremely high relative to funds raised

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£1,487£1,581£-95£630£790£4863.754119
31/03/22£1,781£1,993£-212£614£902£6023.672128
31/03/21£2,061£2,270£-209£598£1,106£8034.290104
31/03/20£3,451£3,512£-62£680£1,268£9523.3105214
31/03/19£3,876£3,694£181£650£1,357£1,0373.4113244
31/03/18£3,360£3,307£53£605£1,166£83031160
31/03/17£3,087£3,181£-94£574£1,102£80031150
31/03/16£2,913£2,763£150£528£1,196£8773.81110
31/03/15£2,064£2,137£-73£471£1,042£7023.9580
31/03/14£1,834£1,958£-124£247£1,093£7394.5550
31/03/13£1,980£1,945£35£212£1,214£8725.4560
31/03/12£2,131£2,091£39£252£1,142£7074.1570
31/03/11£2,272£2,309£-37£292£1,098£6543.4630
31/03/10£2,120£2,120£0£242£1,139£7584.3600
31/03/09£2,404£2,074£330£267£1,120£7344.2620
31/03/08£1,547£1,755£-208£206£803£7775.3580
31/03/07£2,138£1,495£643£191£1,013£9747.8530
31/03/06£1,378£1,294£84n/an/an/an/an/an/a
31/03/05£1,112£1,097£15n/an/an/an/an/an/a
31/03/04£981£987£-6n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 68.8%
Fundraising Costs/Total Spending: 40%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 62%
Reserves/Spending: 3.7 months
Net Current Assets/Spending: 3 months
Quick Ratio: 3.7
Asset Split ?
Balance Sheet History
Established: 23 years

www.ageukcheshire.org.uk

admin@ageukcheshire.org.uk

01606881660

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

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£276,503
Cheshire Community Foundation£20,093
DCMS£20,000
Dunhill Medical Trust£10,800
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Information and advice to help older people facing financial difficulty
£266,503 19/04/2023
The funding will support Age UK Cheshire to deliver and expand their financial Information and Advice service for people over 65 to help older people facing financial difficulty across Cheshire. Age UK Cheshire (AUKC) based Hartford near Northwich ....more
Cheshire Community Foundation - Information and advice for older people in financial difficulty
£2,240 18/01/2023
Free and confidential Information and Advice telephone service (I&A) for older people, their families and carers. Supporting around 2,000 older people each year, I&A helps those who are disabled and in financial difficulty to navigate ....more
Garfield Weston Foundation - Main Grants award
£3,500 16/12/2022
Sharing Time - befriending for isolated and lonely older people in Cheshire
National Lottery Community Fund - Sharing Time
£10,000 19/08/2022
The funding will be used to expand their current befriending service by increasing the hours of their volunteer coordinator. This will allow the organisation to increase their volunteer numbers giving them capacity to engage with the increasing ....more
Cheshire Community Foundation - Information and Advice -
£5,000 21/02/2022
Information and Advice -
Dunhill Medical Trust - Strategic fundraising support
£10,800 21/01/2022
12
2021-22 Capabiltiy development scheme
Cheshire Community Foundation - Sharing Time
£7,853 25/06/2021
Age UK Cheshire is a local charity working across Cheshire that is dedicated to later life. They co-produce excellent services, make opportunities, connect people meaningfully and influence positive change. They support all older people in Cheshire ....more
DCMS - Coronavirus Community Support Fund
£20,000 17/07/2020
"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
Cheshire Community Foundation - MEN IN SHEDS WINSFORD
£5,000 30/03/2020
Age UK Cheshire is a local social enterprise and charity that is dedicated to later life, we co-produce a range of services, make opportunities and connect people and help them to love later life in Cheshire. The Men in Sheds project in Winsford ....more
Co-Operative Group - Grant to age uk
£2,537 15/11/2019
We want to run a ""Men in Sheds"" club in Hartford where older men can socialise, produce woodwork and undertake other activities.
National Lottery Community Fund - No One Should Have No One in Northwich
£9,582 11/07/2019
12
The organisation will deliver a six month trial of a local befriending project using local businesses to engage the wider community, with the aim of reducing isolation.
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£30,000 31/08/2017
24
Men in Sheds
The Rayne Foundation - Grant to Age UK Cheshire
£100,000 16/03/2017
36
Towards the salary of a Programme Manager who will oversee the expansion of sheds within Cheshire and share learning of the model across the UK.
The Clothworkers Foundation - Grant to Age Concern Cheshire
£14,000 13/09/2016
purchase a minibus for a charity which works with elderly people in Cheshire
National Lottery Community Fund - Brightlife
£5,104,190 30/07/2014
60
Not Available
National Lottery Community Fund - "MONEY MATTERS"
£194,157 21/01/2014
60
Expansion of the money mentoring service project by Age UK Cheshire. It aims to provide vulnerable older people across Cheshire with the skills, confidence and ability to manage their money and bills more effectively so they can live more ....more
National Lottery Community Fund - Age Concern Cheshire (Development Grant)
£20,000 15/01/2014
3
Age Concern Cheshire (Development Grant)
Dunhill Medical Trust - Pathways Project
£102,548 18/06/2013
Staffing Grant: Project Support Officer for the Pathways Project, which aims to increase and improve the referral pathways whereby older men find their way to the Men in Sheds Project run by Age UK Cheshire East
National Lottery Community Fund - MEN in SHEDS
£479,691 12/05/2010
48
This project encourages older men to learn new skills and share existing ones in an effort to overcome barriers to participation in four areas in Cheshire. While older women are keen to join in lifelong learning activities, older men tend to be more ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split

Age Range of Trustees: 49-69
  • BERNICE PHILPS Appointed: 2022, Occupation: Retired
  • CLARE CROWTHER Appointed: 2024, Occupation: Retired
  • DARREN EARNSHAW Appointed: 2019, Occupation: Technology Director
  • DAVID SCOTT HUGHES Appointed: 2024, Occupation: Self Employed
  • DR PENNY BARTLETT Appointed: 2022, Occupation: Retired Gp
  • DUNCAN FORSYTH Appointed: 2023, Occupation: Retired
  • GENEVIEVE ANNE POWRIE Appointed: 2024, Occupation: Solicitor
  • JENNY RAYNER Appointed: 2021, Occupation: Retired
  • NICOLA BROOKS Appointed: 2016, Occupation: Retired
  • REBECCA HEMSHALL (Chair) Appointed: 2023, Occupation: Chartered Accountant
  • SALLY DARTNELL Appointed: 2024, Occupation: Consultant
Legal constitution
  • Charitable company registered in England & Wales on 12/04/2002, number: 1091608
  • Registered at Companies House on 08/02/2002, number: 04369758
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; all on time
Recent reorganisation events:
  • Asset transfer in from AGE UK SUPPORT SERVICES NORTH WEST on 08/01/2020
Main office

Castle Community Centre
Barbers Lane
NORTHWICH
Cheshire
CW8 1DT

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:3.1.1 PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;3.1.2 PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL);3.1.3 PROMOTING EQUALITY AND DIVERSITY;3.1.4 PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS;3.1.5 ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND3.1.6 SUCH 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:

CHESHIRE

Data Sources

Charity Commission for England and Wales
360 Giving

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