Finance Score: 0
Governance Score: -2
Support Score: 11
  • Poor Liquidity: -1
  • Reasonable growth: +1
  • No conflicts policy: -1
  • Mainly male board: -1
  • Grant maker support: +11
Overall GiG Score: 9 ?

AGE UK WAKEFIELD DISTRICT 

Help and support for older people in the Wakefield District - advice service - social contact service - befriending service - home support service - internet shopping service and more.
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
  • A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • The Board is predominantly male

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end

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£2,907£2,824£83£0£680£5162.2115301
31/03/22£2,271£2,266£5£0£597£5132.7106200
31/03/21£2,253£2,068£185£0£592£4622.7105180
31/03/20*£1,730£1,820£-90£76£407£1941.393150
31/03/19£1,643£1,691£-49£0£484£3832.779150
31/03/18£1,706£1,662£43£146£533£5193.7810
31/03/17£1,618£1,724£-107£173£489£4763.3730
31/03/16£1,457£1,250£206£95£431£2772.7440
31/03/15£943£884£58£170£225£1452580
31/03/14£711£773£-62£169£166£1091.7320
31/03/13£496£439£56£0£0£0n/a00
31/03/12£557£501£56£65£195£1363.3150
31/03/11£604£595£9£73£138£1232.5290
31/03/10£531£496£35£115£129£401200
31/03/09£384£367£17£0£0£0n/a00
31/03/08£330£327£3£0£0£0n/a00
31/03/07*£358£359£0£0£0£0n/a00
31/03/06£433£413£20£0£0£0n/a00
31/03/05£475£464£11£0£0£0n/a00
31/03/04£203£218£-15£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 30%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 76%
Reserves/Spending: 2.2 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.5
Asset Split ?
Established: 21 years

www.ageukwd.org.uk

admin@ageukwd.org.uk

01977552114

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Education/Training
  • General Charitable Purposes
GiG Classification
  • Services for the elderly
How it operates
  • Other charitable activities
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • City Of Wakefield,
Who it helps
  • Elderly/Old People
Who works here?
  • 115 employees
  • 301 volunteers

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£587,438
Henry Smith Charity£421,000
Ministry of Defence£53,747
DCMS£9,960
Specific Donations
Amount When
Months
To be used for
Henry Smith Charity - Grant to Age UK Wakefield District
£191,900 05/12/2023
towards three years‘ continuation funding of the running costs of a project providing a befriending service for older people in Wakefield, West Yorkshire.
Nova Wakefield - Grant to Age UK Wakefield District
£7,940 23/05/2023
Opening up volunteering opportunities to clients who have become stronger through our services.  Assessed as capable of benefitting, a client is invited to select a volunteer role, through this; ....more
National Lottery Community Fund - Time for Tea
£298,319 16/12/2022
This funding will support AGE UK Wakefield to provide support and befriending services for older people across Wakefield district. The Time for Tea project will run sessions at various locations ....more
Henry Smith Charity - Grant to Age UK Wakefield District
£107,900 07/04/2022
36
towards three years' running costs of a 'Volunteer Befriending Project' providing support for older people, affected by the COVID-19 pandemic, in Wakefield district, Yorkshire.
Ministry of Defence - Covenant Fund
£35,000 12/02/2021
Address social isolation by targeting specific groups within the Armed Forces community who are traditionally harder to reach.
DCMS - Coronavirus Community Support Fund
£9,960 24/07/2020
"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
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£18,747 15/05/2020
to provide immediate support for vulnerable veterans with reduced social contact
Henry Smith Charity - Grant to Age UK Wakefield District
£121,200 07/05/2020
36
towards three years' running costs of an older people's befriending service in Wakefield
National Lottery Community Fund - The Cuppa Club
£289,119 22/08/2019
36
The Cuppa Club
Ministry of Defence - Supporting delivery of a public service
£44,392 01/04/2018
The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more
Ministry of Defence - Supporting delivery of a public service
£45,004 01/04/2018
The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more
DCMS - LCF Development Grants
£40,000 27/11/2017
Ti complete feasability and development work on devising a social impact bond financed project
National Lottery Community Fund - Pull Up A Chair Pilot
£10,000 03/08/2016
12
The organisation will use the funding to develop a proof of concept tool to engage isolated older people using video technology. This will enable the group to engage with older isolated people within ....more
Lloyds Bank Foundation - Grant to Age UK Wakefield District
£31,000 27/01/2012
the salary and on-costs of the Chief Officer
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed
Gender Split

Age Range of Trustees: 58-77
  • JO BEAUMONT Appointed: 2018, Occupation: Chief Executive
Legal constitution
  • Charitable company registered in England & Wales on 13/03/2003, number: 1096511
  • Registered at Companies House on 16/08/2002, number: 04512958
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Care Quality Commission
Policies in force
  • Complaints handling
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
20 returns made; AR20: 5 days late, AR07: 45 days late,
Main office

Age UK
7 Bank Street
Castleford
WF10 1JD

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 ADVANCING EDUCATION; 3.1.3 PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL); 3.1.4 PROMOTING EQUALITY AND DIVERSITY; 3.1.5 PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS; 3.1.6 ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND 3.1.7 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:

WAKEFIELD METROPOLITAN DISTRICT OR SUCH OTHER AREA OF BENEFIT WITHIN WHICH THE CHARITY MAY OPERATE WITH THE PRIOR APPROVAL OF AGE UK

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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