Finance Score: 8
Governance Score: 9
Support Score: 8
  • Good reserves management: +3
  • Strong growth: +2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +8
Overall GiG Score: 25 ?

AGE UK BATH AND NORTH EAST SOMERSET LIMITED 

(a) Information & Advice: drop-ins/appointments/outreach/home visiting (b) Day Centres & activities: art group/lunch clubs/trips/school link-up/reminiscence work/minibus transport(c) Home Services: Home from Hospital/Home Response/Toenail Cutting/Befriending(d) Walking for Health healthy living activities including tai chi, lunch bunch social group(e) Support Planning (f) Volunteering
Analysis by Giving is Great

Positives:

  • The charity has received backing from multiple prominent grant makers recently
  • 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
  • Fundraising costs are unusually low relative to funds raised
  • 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
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£1,185£1,289£-104£34£692£4844.531120
31/03/22£1,172£901£271£62£796£6678.919130
31/03/21£983£832£150£68£525£4957.159120
31/03/20£923£903£21£47£375£3364.565210
31/03/19£744£700£44£44£354£3546.155210
31/03/18£714£658£57£59£310£3105.7210
31/03/17£623£715£-92£58£253£2534.3210
31/03/16£676£614£61£49£359£3597120
31/03/15£739£627£112£35£298£2414.6160
31/03/14£432£547£-116£0£0£0n/a00
31/03/13£519£521£-2£25£301£1613.7130
31/03/12£481£462£19£0£0£0n/a00
31/03/11£444£445£0£0£0£0n/a00
31/03/10£508£444£64£33£284£1885.1110
31/03/09£418£381£37£0£0£0n/a00
31/03/08£396£331£65£0£0£0n/a00
31/03/07£378£326£52£0£0£0n/a00
31/03/06£0£0£0n/an/an/an/an/a0

Financial Ratios
Fundraising Costs/Relevant Income: 2.9%
Fundraising Costs/Total Spending: 2.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 70%
Reserves/Spending: 4.5 months
Net Current Assets/Spending: 6 months
Quick Ratio: 8.4
Asset Split ?
Established: 19 years

www.ageukbanes.co.uk

reception@ageukbanes.co.uk

01225466135

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Disability
  • General Charitable Purposes
  • Other Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Services for the elderly
How it operates
  • Other charitable activities
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Bath And North East Somerset, Wiltshire,
Who it helps
  • Elderly/Old People
  • The General Public/Mankind
Who works here?
  • 31 employees
  • 120 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
DCMS£65,000
Quartet Community Foundation£60,550
Garfield Weston Foundation£25,000
The Clothworkers Foundation£4,780
Specific Donations
Amount When
Months
To be used for
Quartet Community Foundation - Grant to Age UK Bath & North East Somerset
£2,000 09/01/2024
5
For a free drop-in lunch group called 'Snack and Chat' for older people in Bath.
Quartet Community Foundation - Grant to Age UK Bath & North East Somerset
£18,000 07/06/2023
Providing Cost of Living grants to people over retirement age in Bath & North East Somerset
Quartet Community Foundation - Grant to Age UK Bath & North East Somerset
£4,050 01/02/2023
To cover transport costs for four dementia support groups (Midsomer Norton, Keynsham and Bath).
Quartet Community Foundation - Grant to Age UK Bath & North East Somerset
£2,000 19/08/2022
Financial support for our Community Connection Groups, which are currently running at a loss, enabling us to continue to support older people, whilst attracting new members and becoming ....more
Quartet Community Foundation - Grant to Age UK Bath & North East Somerset
£7,500 22/06/2022
To support the increase in information and advice enquiries owing to the cost of living crisis, allowing the organisation to support more older people. To allow the development of the chatbot feature ....more
Quartet Community Foundation - Grant to Age UK Bath & North East Somerset
£6,900 18/03/2022
9
Microsoft 365 training and group coaching to improve staff digital skills, create digital champions and equip the organisation to work remotely and more effectively.
Quartet Community Foundation - Grant to Age UK Bath & North East Somerset
£1,600 25/01/2022
Providing minibus transport for people with Dementia to visit our dementia groups during the winter.
Garfield Weston Foundation - Main Grants award
£25,000 10/12/2021
Core Funding to support work with older people across Bath and North East Somerset
Quartet Community Foundation - Grant to Age UK Bath & North East Somerset
£3,000 19/11/2021
9
Towards installing an information and advice ‘chatbot’ on the website, enabling older people and their families to get access to information 24/7.
Co-Operative Group - Grant to Age UK Bath & North East Somerset
£2,052 23/10/2021
We would like to continue to match volunteer befrienders with lonely older people in our community, to reduce loneliness and anxiety and improve older people’s quality of life.
Sir Jules Thorn Charitable Trust - Age UK Bath and North East Somerset - 18/09/21
£1,500 12/10/2021
Core Funding
Quartet Community Foundation - Expanding our support for people with dementia and their carers in the light of increased demand since the start of the pandemic
£5,000 06/04/2021
11
To expand the opportunities and services the group offer for people with dementia and their carers, in response to increased demand throughout the pandemic.
Quartet Community Foundation - Training and support for Age UK B&NES’s staff focusing on resilience and wellbeing
£2,500 22/02/2021
11
We wish to offer more training / support for staff focused on resilience / wellbeing as staff are currently under lots of pressure supporting anxious and distressed older people.
Quartet Community Foundation - ‘Mini trips' in Age UK B&NES's minibus – bringing some joy to older, lonely and isolated people in B&NES throughout the winter period
£3,000 22/02/2021
2
We seek a grant to enable us to take lonely, older people out on 'mini trips' in our minibus over the winter months, to spread some happiness and joy.
DCMS - Coronavirus Community Support Fund
£65,000 28/08/2020
"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
The Clothworkers Foundation - Grant to Age UK Bath and North East Somerset
£4,780 19/06/2020
COVID19 : purchase IT equipment for a charity that supports older, vulnerable people in Somerset
Quartet Community Foundation - Grant to Age UK Bath & North East Somerset
£5,000 30/03/2020
3
Offering emergency one-on-one support to older people in B&NES in response to the Covid-19 outbreak.
DCMS - Building Connections Fund
£17,284 02/01/2019
Expansion project based in Abbey/Kingsmead, Newbridge, Southdown, Tiverton and Peasedown St John. Support older people who have experienced a life changing event i.e. bereavement, loss of mobility ....more
National Lottery Community Fund - Later Life Connections
£43,996 26/11/2018
36
Later Life Connections
Co-Operative Group - Grant to Age UK Bath & North East Somerset
£5,391 19/11/2018
Funding will allow us to continue matching older people with volunteers who quickly become friends and offer the support they need.
Garfield Weston Foundation - Main Grants award
£20,000 25/09/2018
Supporting vulnerable older people in Bath and North East Somerset
National Lottery Community Fund - Tai Chi and Walking for older people
£10,000 21/09/2018
12
The funding will be used to deliver Tai Chi and walking groups for older people. The project aims to reduce isolation and increase levels of wellbeing.
Quartet Community Foundation - Information & Advice
£5,000 29/06/2017
12
To enable Age UK to continue to provide a free Information & Advice service for older people in B&NES.
Quartet Community Foundation - Winter Warmth
£5,000 12/01/2017
1
For the Winter Warmth project, offering help to older people across BANES during the winter months.
Quartet Community Foundation - Essential refurbishment of our day centre kitchen
£5,000 15/09/2016
3
To enable the group to replace and upgrade the kitchen in their day centre for older people.
Dunhill Medical Trust - Staffing Grant
£60,000 08/12/2015
36
New post for the management of the enrichment and active programme and the day centre service for older people
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split

Age Range of Trustees: 44-76
Legal constitution
  • Charitable company registered in England & Wales on 14/07/2005, number: 1110455
  • Registered at Companies House on 16/02/2005, number: 05367286
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
18 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from BATH AND NORTH EAST SOMERSET DEMENTIA ACTION ALLIANCE on 13/03/2024
Main office

The Studio
Alexander House
James Street West
BATH
BA1 2BT

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW CHARITABLE IN AND AROUND THE DISTRICT OF BATH AND NORTH EAST SOMERSET. ( HEREINAFTER CALLED THE AREA OF BENEFIT)

Defined Area of Benefit:

BATH AND NORTH EAST SOMERSET.

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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