Finance Score: 5

Governance Score: 9

Support Score: 7

Good reserves management: +3
Strong growth: +2

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

Grant maker support: +7

Overall GiG Score: 21

AGE UK SHEFFIELD

Age UK Sheffield (Age Concern Sheffield) is an independent, local charity, dedicated to enabling older people to be the architect of their own lives. We provide bespoke assistance, enabling people to find their own solutions, particularly those living in social isolation or with physical, sensory or mental impairment, facilitating access to a very wide range of the city's facilities and resources.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There has been strong growth in spending over the last 5 years
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

Established: 19 years

www.ageuksheffield.org.uk

enquiries@ageuksheffield.org.uk

01142502850

Charity Commission for England and Wales

Tweets

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	£2,431	£2,195	£236	£0	£1,355	£1,318	7.2	81	230
31/03/22	£2,294	£2,162	£132	£7	£1,119	£1,089	6	64	200
31/03/21	£1,764	£1,424	£341	£4	£979	£786	6.6	60	200
31/03/20	£1,312	£1,393	£-81	£0	£635	£593	5.1	58	226
31/03/19	£1,206	£1,074	£132	£0	£678	£632	7.1	48	100
31/03/18	£1,287	£1,131	£156	£0	£557	£509	5.4	50	0
31/03/17	£1,503	£1,389	£114	£49	£396	£370	3.2	59	0
31/03/16	£1,462	£1,501	£-39	£131	£300	£293	2.3	57	0
31/03/15	£1,162	£1,333	£-171	£152	£328	£314	2.8	40	0
31/03/14	£1,319	£1,313	£7	£152	£521	£488	4.5	40	0
31/03/13	£1,308	£1,175	£133	£151	£522	£491	5	40	0
31/03/12	£1,212	£1,026	£186	£142	£394	£377	4.4	37	0
31/03/11	£1,133	£1,069	£64	£145	£231	£213	2.4	39	0
31/03/10	£1,147	£1,107	£40	£155	£150	£123	1.3	41	0
31/03/09	£1,253	£1,374	£-121	£165	£109	£92	0.8	45	0
31/03/08	£1,742	£1,734	£8	£142	£283	£247	1.7	65	0
31/03/07	£1,544	£1,699	£-156	£161	£275	£242	1.7	69	0
31/03/06	£1,103	£685	£418	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 24%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 7.2 months
Net Current Assets/Spending: 5 months
Quick Ratio: 1.9

Asset Split ?

Listed activities

Disability
Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Sheffield City,

Who it helps

Elderly/Old People

Who works here?

81 employees
230 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

Wolfson Foundation	£80,000
The Clothworkers Foundation	£75,000
Garfield Weston Foundation	£40,000
Ministry of Defence	£20,000

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£40,000	19/03/2021	The Old Coach House
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£20,000	15/05/2020	to provide immediate support for vulnerable veterans with reduced social contact
The Clothworkers Foundation - Grant to Age UK Sheffield
£75,000	27/06/2019	refurbishment of a community café and activity centre for a charity which works with older people in Sheffield
Wolfson Foundation - Grant to Age UK Sheffield
£80,000	13/06/2019	Redevelopment to create a centre providing dementia-friendly services and activities for older people
National Lottery Heritage Fund - Grant to Age UK Sheffield
£631,200	22/11/2018	The Old Coach House older people's centre and community cafe
National Lottery Heritage Fund - Grant to Age UK Sheffield
£6,800	14/03/2018	Project viability appraisal to inform future Heritage Enterprise Fund bid
Henry Smith Charity - Grant to Age UK Sheffield
£90,600	08/06/2017 36	towards three years' running costs of the 'Information and Advice Service' for older people in Sheffield
National Lottery Community Fund - Benefits at Home
£300,244	04/04/2016 36	This project will provide an information and advice service to housebound, economically disadvantaged people aged 65 and over, living in and around the City of Sheffield. An advisor will ensure an ....more This project will provide an information and advice service to housebound, economically disadvantaged people aged 65 and over, living in and around the City of Sheffield. An advisor will ensure an individual is receiving the appropriate financial support and establish other needs such as mobility aids. This will enable beneficiaries to live an independent and fulfilling life.
Esmee Fairbairn - Grant to Age UK Sheffield
£94,000	09/04/2014	Towards the salary of the executive director to enable older people to participate and influence policy in Sheffield.

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-68

ALISON ILIFF Appointed: 2023, Occupation: Civil Servant

COLIN BAMBER Appointed: 2023, Occupation: Head Of Business Improvement

COLLEEN BRIDGET DOONEY Appointed: 2022, Occupation: Solicitor

DAVID CAMPBELL (Chair) Appointed: 2014, Occupation: Owner/Director Iidea Limited, Other trusteeship: GAMBLING WITH LIVES,

JOANNE ROSE Appointed: 2023, Occupation: It Manager

LISA WHITWORTH Appointed: 2021, Occupation: Relationship Director

MARTIN DEAN Appointed: 2024, Occupation: Corporate Finance Manager

MELANIE PERKINS Appointed: 2015, Occupation: Director

NAOMI BRYHER SAMPSON Appointed: 2020, Occupation: Programme Manager

TIMOTHY FURNESS Appointed: 2017, Occupation: Retired, Other trusteeships: VOLUNTARY ACTION SHEFFIELD, GAMBLING WITH LIVES,

Legal constitution

Charitable company registered in England & Wales on 03/03/2005, number: 1108413
Registered at Companies House on 16/08/2004, number: 05207254

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; all on time

Main office

Age UK Sheffield
South Yorkshire Fire & Rescue
1st Floor
197 Eyre Street
SHEFFIELD
S1 3FG

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; AND3.1.7 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:

CITY OF SHEFFIELD.

Data Sources