Finance Score: 6

Governance Score: 9

Support Score: 7

Income diversified: +3
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +7

Overall GiG Score: 22

AGE UK CALDERDALE & KIRKLEES

Age UK Calderdale and Kirklees exists to promote the well-being of all older people in Calderdale and Kirklees, recognising their right to independence, fulfilment, dignity and choice, working with them to help make later life a fulfilling and enjoyable experience.

Analysis by Giving is Great

Positives:

Income generation is well diversified
Fundraising costs are unusually low relative to funds raised
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

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		£1,830	£1,772	£58	£2	£703	£692	4.7	88	120
31/03/22		£1,578	£1,509	£69	£0	£645	£635	5	77	137
31/03/21		£1,889	£1,511	£378	£0	£575	£567	4.5	85	201
31/03/20		£1,932	£1,960	£-28	£62	£147	£144	0.9	101	117
31/03/19		£2,024	£2,041	£-17	£60	£175	£170	1	105	146
31/03/18	*	£2,079	£2,066	£13	£76	£192	£178	1	114	0
31/03/17		£2,223	£2,144	£79	£88	£180	£171	1	140	0
31/03/16	*	£2,354	£2,261	£93	£93	£101	£83	0.4	142	0
31/03/15		£2,134	£2,120	£14	£146	£8	£-11	-0.1	51	0
31/03/14		£2,238	£2,168	£70	£339	£-6	£-18	-0.1	154	0
31/03/13		£2,258	£2,138	£121	£189	£3	£-117	-0.7	62	0
31/03/12		£2,324	£2,583	£-259	£222	£-192	£-277	-1.3	69	0
31/03/11	*	£2,460	£2,643	£-182	£31	£67	£-43	-0.2	47	0
31/03/10	*	£2,290	£2,339	£-48	£213	£249	£158	0.8	65	0
31/03/09	*	£1,595	£1,544	£50	£126	£298	£191	1.5	58	0
31/03/08	*	£1,258	£1,194	£64	£72	£247	£128	1.3	42	0
31/03/07	*	£1,140	£1,243	£-103	£99	£183	£114	1.1	32	0
31/03/06		£1,203	£1,202	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£1,085	£1,118	£-32	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 18%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 4.7 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.2

Asset Split ?

Balance Sheet History

Established: 21 years

www.ageuk.org.uk/calderdaleandkirklees

enquiry@ageukck.org.uk

01422252040

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Calderdale, Kirklees,

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

Community Foundation for Calderdale	£65,376
DCMS	£30,053
Sport England	£15,000
Ministry of Defence	£9,625

Specific Donations

Amount	When Months	To be used for
Sport England - Keeping Active in later life
£15,000	18/03/2024 14	This project will offer a mixture of exercise classes in their wellbeing Centres in Calderdale, Huddersfield and Batley. This will be a mixture of Yoga, Tai Chi, Dance and wellbeing sessions and wobble boards.
Community Foundation for Calderdale - Grant to AGE UK Calderdale & Kirklees
£7,500	16/12/2022	Grant to AGE UK Calderdale & Kirklees
Community Foundation for Calderdale - Grant to AGE UK Calderdale & Kirklees
£2,500	30/11/2022	Grant to AGE UK Calderdale & Kirklees
Community Foundation for Calderdale - Eco friendly electric minibus
£40,000	21/07/2022	Grant to AGE UK Calderdale & Kirklees
Community Foundation for Calderdale - Royal Ascot comes to Halifax
£1,376	25/03/2022	Grant to AGE UK Calderdale & Kirklees
Community Foundation for Calderdale - Access Door to Shopmobility Shop in Halifax
£5,000	20/12/2021	Grant to AGE UK Calderdale & Kirklees
Community Foundation for Calderdale - Grant to AGE UK Calderdale & Kirklees
£4,000	09/12/2021	Grant to AGE UK Calderdale & Kirklees
Community Foundation for Calderdale - Get Connected to Stay Connected
£5,000	12/02/2021	Grant to AGE UK Calderdale & Kirklees
DCMS - Coronavirus Community Support Fund
£30,053	09/09/2020	"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 "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 services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£9,625	15/05/2020	to provide immediate support for vulnerable veterans with reduced social contact

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 27-81

ANTHONY MORRIS Appointed: 2023, Occupation: Retired

CHARLES YOUNG Appointed: 2021, Occupation: Retired

LIS BOULTON (Chair), Occupation: Management Consultant

LEANNE GIBSON Appointed: 2023, Occupation: Solicitor

MUNAF PATEL Appointed: 2021, Occupation: Director

NICHOLAS TARREN Appointed: 2023, Occupation: Retired

PETER M SPARK Appointed: 2016, Occupation: Accountant

PATRICIA ANDREWARTHA Appointed: 2021, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 10/02/2004, number: 1102020
Registered at Companies House on 13/01/2004, number: 05013745

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

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

19 returns made; AR18: 1 days late, AR16: 0 days late, AR11: 1 days late, AR10: 15 days late, AR09: 31 days late, AR08: 0 days late, AR07: 59 days late, AR05: 2 days late,

Main office

4-6 Square
Woolshops
Halifax
HX1 1RJ

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 THE METROPOLITAN BOROUGHS OF CALDERDALE AND KIRKLEES (HEREINAFTER CALLED THE AREA OF BENEFIT)

Defined Area of Benefit:

BOROUGHS OF CALDERDALE AND KIRKLEES

Data Sources

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