Finance Score: 7

Governance Score: 9

Support Score: 8

Liabilities <10%: +3
Excess liquidity: -1
Strong growth: +2
Fundraising costs low: +3

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

Overall weighted support: +8

Overall GiG Score: 24

AGE UK TRAFFORD

services for the over 50 age group in Trafford, Information & advice service, dementia day care, falls prevention, benefits advice, dementia advisers, home library service, silver surfers courses, support to carers, social activities, social prescribing, mental health support, legal, tax advice by appointment, charity retail including electrical, volunteering, etc.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are 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 issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

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
31/03/24	£1,027	£1,072	£-45	£84	£1,778	£1,778	19.9	29	54
31/03/23	£1,006	£991	£14	£76	£1,820	£1,820	22	27	40
31/03/22	£861	£799	£63	£68	£1,842	£1,838	27.6	23	47
31/03/21	£876	£783	£93	£142	£1,772	£1,772	27.2	24	73
31/03/20?	£892	£880	£13	£144	£1,650	£1,645	22.4	25	98
31/03/18	£869	£829	£40	£169	£1,521	£1,519	22	26	0
31/03/17	£972	£932	£41	£178	£1,486	£1,485	19.1	27	0
31/03/16	£1,071	£1,000	£72	£181	£1,512	£1,511	18.1	30	0
31/03/15	£982	£872	£110	£180	£1,388	£1,255	17.3	24	0
31/03/14	£1,133	£893	£241	£185	£1,357	£1,150	15.5	26	0
31/03/13	£1,056	£902	£155	£180	£1,152	£1,134	15.1	39	0
31/03/12	£1,474	£913	£561	£179	£1,018	£986	13	40	0
31/03/11	£1,069	£905	£164	£209	£534	£500	6.6	38	0
31/03/10	£949	£858	£91	£239	£292	£253	3.5	36	0
31/03/09	£864	£873	£-9	£282	£224	£171	2.3	38	0
31/03/08	£838	£917	£-80	£287	£317	£265	3.5	38	0
31/03/07	£1,347	£844	£503	£285	£503	£340	4.8	25	0
31/03/06	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 8.9%
Fundraising Costs/Total Spending: 7.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 7%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 19.9 months
Net Current Assets/Spending: 8 months
Quick Ratio: 5.6

Asset Split ?

Balance Sheet History

Established: 20 years

www.ageuktrafford.org.uk

admin@ageuktrafford.org.uk

0161 746 9754

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
Other Charitable Purposes
Recreation
The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Trafford,

Who it helps

Elderly/Old People
People With Disabilities

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

Trafford Housing Trust Social Investment	£99,660
Trafford Metropolitan Borough Council	£47,123
Forever Manchester	£5,471

Specific Donations

Amount	When Months	To be used for
Trafford Metropolitan Borough Council - Trafford Community Hubs: Earmarked Funding for Trafford Age UK - Community Hub 24/25
£16,666	19/06/2024 12	Community Hubs: Funding has been agreed for two years to allow the hubs to develop plans to become self-sufficient financially. For 2023/24 and 2024/25, £100,000 per annum has been agreed with the Executive to support the Community Hubs. This ....more Community Hubs: Funding has been agreed for two years to allow the hubs to develop plans to become self-sufficient financially. For 2023/24 and 2024/25, £100,000 per annum has been agreed with the Executive to support the Community Hubs. This funding is from the Inclusive Neighbourhood Grants.
Forever Manchester - Community Response
£2,500	13/11/2023	Funding to help towards cost of utility bills for group providing services to those over 50 and their carers.
Trafford Metropolitan Borough Council - Trafford Community Hubs: Earmarked Funding for Volunteer Hub
£16,666	12/05/2023 12	Community Hubs: Funding has been agreed for two years to allow the hubs to develop plans to become self-sufficient financially. For 2023/24 and 2024/25, £100,000 per annum has been agreed with the Executive to support the Community Hubs. This ....more Community Hubs: Funding has been agreed for two years to allow the hubs to develop plans to become self-sufficient financially. For 2023/24 and 2024/25, £100,000 per annum has been agreed with the Executive to support the Community Hubs. This funding is from the Inclusive Neighbourhood Grants.
Trafford Housing Trust Social Investment - Recovery Grant
£99,660	04/03/2022	To appoint 2 part-time older people's mental health support workers, to enable older people to make informed choices about the support they need, and to access that support, as well as develop a range of self-help/peer support models. The aim is to ....more To appoint 2 part-time older people's mental health support workers, to enable older people to make informed choices about the support they need, and to access that support, as well as develop a range of self-help/peer support models. The aim is to ensure that older people with mental health issues get the opportunities to access talking therapies rather than simply being prescribed medication.
Trafford Metropolitan Borough Council - VCFSE Digi Grant to Age UK Trafford
£4,992	31/08/2020	provide older people with a tablet with internet access to enable them to connect in a digital way with the outside world.
Forever Manchester - COVID 19 Response
£2,971	01/05/2020	Welfare support, dementia advice and general support helpline
Trafford Metropolitan Borough Council - Trafford Crisis Fund Grant to Age UK Trafford
£8,799	24/04/2020	Trafford Crisis Fund Grant to Age UK Trafford
Trafford Metropolitan Borough Council - Winter Resilience Grant to Age UK Trafford
£18,259	31/12/2018 12	The project is called "Man with a Pan" and it's a great way to simultaneously teach men how to cook and reduce isolation.
Trafford Housing Trust Social Investment - Prevention & Early Intervention in Dementia
£18,000	05/08/2016	Our project will engage with the younger generation to spread the message about preventing vascular and alcohol/drug related dementia and identify the best service/support model for early intervention at both the mild cognitive impairment stage and ....more Our project will engage with the younger generation to spread the message about preventing vascular and alcohol/drug related dementia and identify the best service/support model for early intervention at both the mild cognitive impairment stage and for early onset dementia, both of which are service gaps in Trafford.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 39-84

ANDREAS VINCENT DOUGLAS UNDERWOOD (Chair) Appointed: 2013, Occupation: Business Manager

BARBARA PAULINE MOORE Appointed: 2023, Occupation: Retired

CHRISTOPHER MARTINDALE WADDLETON Appointed: 2010, Occupation: Retired Local Government Officer

DANIELLE LOUISE TYSALL Appointed: 2014, Occupation: Solicitor

IAN ROBERT PEET Appointed: 2023, Occupation: Retired Local Government Officer

JOANNE CARYS GIBSON Appointed: 2023, Occupation: Managing Consultant, Nhs

NICOLE OLGA ELZABETH ALKEMADE Appointed: 2016, Occupation: Local Government Officer

Legal constitution

Charitable company registered in England & Wales on 14/04/2005, number: 1109047
Registered at Companies House on 07/03/2005, number: 05384301

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

18 returns made; all on time

Recent reorganisation events:

Asset transfer in from AGE UK SUPPORT SERVICES NORTH WEST on 08/01/2020

Main office

Age Uk Trafford
The Sharples Building
1-3 Church Road
Urmston
MANCHESTER
M41 9EH

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:i. preventing or relieving the poverty of older people;ii. advancing education;iii. preventing or relieving sickness, disease or suffering in older people (whether emotional, mental, or physical);iv. promoting equality and diversity;v. promoting the human rights of older people in accordance with the Universal Declaration of Human Rights;vi. assisting older people in need by reason of ill-health, social exclusion or other disadvantage; andvii. such other charitable purpose for the benefit of older people as the Charity Trustees for time to time decide;the outcome of this being the promotion of the well-being of older people.

Defined Area of Benefit:

IN AND AROUND TRAFFORD METROPOLITAN BOROUGH.

Data Sources

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