Finance Score: 0
Governance Score: 5
Support Score: 5
  • Liabilities <10%: +3
  • Excess liquidity: -1
  • Fundraising costs high: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Mainly male board: -1
  • Grant maker support: +5
Overall GiG Score: 10 ?

AGE CONCERN DURHAM COUNTY 

Provision of services and activities to promote the wellbeing of all older people mainly in and around County Durham and help make later life a fulfilling and enjoyable experience.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • 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 dynamic in terms of composition

Regulatory & Governance issues to consider:

  • The Board is predominantly male

Financial issues to consider:

  • Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income
  • Fundraising costs are high relative to funds raised
Established: 16 years

https://www.ageuk.org.uk/countydurham/

info@ageukcountydurham.org.uk

01913863856

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

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£1,322£997£325£218£2,577£1,96023.629102
31/03/22£1,072£882£190£159£2,252£1,82824.933259
31/03/21£898£713£185£123£2,062£1,77229.824211
31/03/20£845£846£-1£198£1,569£1,33418.92595
31/03/19£608£752£-144£197£1,571£1,34021.42197
31/03/18£829£1,081£-251£206£1,729£1,46916.3230
31/03/17£1,539£976£563£93£1,980£1,67620.6230
31/03/16£991£970£21£114£1,417£1,35416.8270
31/03/15£1,124£1,436£-312£141£1,436£1,37011.5310
31/03/14£1,150£1,142£7£176£1,411£1,31313.8300
31/03/13£1,366£1,151£215£154£1,403£1,29813.5300
31/03/12£1,148£1,132£16£139£1,188£1,10711.7290
31/03/11£1,277£1,211£67£141£1,173£1,07510.7290
31/03/10£1,385£1,303£82£138£1,106£1,0309.5350
31/03/09£1,547£1,361£186£124£1,023£9388.3370

Financial Ratios
Fundraising Costs/Relevant Income: 21%
Fundraising Costs/Total Spending: 21.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 76%
Reserves/Spending: 23.6 months
Net Current Assets/Spending: 22 months
Quick Ratio: 11.7
Asset Split ?
What it does
  • Arts/Culture/Heritage/Science
  • Economic/Community Development/Employment
  • Education/Training
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
Who works here?
  • 29 employees
  • 102 volunteers
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities
  • The General Public/Mankind
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Durham,

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.

Specific Donations
Amount When
Months
To be used for
County Durham Community Foundation - Connecting Communities
£2,500 16/01/2023
To support the Connecting Communities project.
County Durham Community Foundation - Emergency Welfare Fund
£5,015 30/08/2022
To support a Emergency Welfare Fund.
County Durham Community Foundation - Be Yourself
£24,642 04/04/2022
Towards improving the mental health and well-being of older people residing within a care setting across the county.
County Durham Community Foundation - Here for You
£10,000 30/09/2020
To support the Here for You project.
National Lottery Community Fund - Safe and Well Covid-19
£7,841 22/04/2020
12
The funding is for a project supporting older people during the covid-19 outbreak by providing an advice line - which has seen increased demand - as well as a daily or weekly welfare call service and ....more
County Durham Community Foundation - Stay Safe
£1,500 01/04/2020
To support older people with the impacts of coronavirus.
National Lottery Community Fund - Give me a Week
£9,910 17/01/2020
11
The funding will be used to deliver a pilot project of new activities throughout the week for vulnerable older people, with the aim of reducing isolation and improving the wellbeing of participants, ....more
National Lottery Heritage Fund - Grant to Age Concern Durham County
£45,600 30/10/2018
Burnhope, the village that refused to die: an intergenerational social heritage project
County Durham Community Foundation - Our Community Shed
£15,000 14/03/2018
To support the Our Community Shed project.
County Durham Community Foundation - Let's Get Crafty
£9,110 11/01/2018
To support a crafts project.
County Durham Community Foundation - Beat the Scammers
£3,000 11/10/2017
Towards the Beat the Scammers project.
County Durham Community Foundation - Beat the Scammers
£4,500 29/08/2017
To support the Beat the Scammers project.
County Durham Community Foundation - Beat the Scammers
£9,500 07/06/2016
Towards the Beat the Scammers project aiming to reduce the numbers of elderly and vulnerable people falling victim to this crime.
National Lottery Community Fund - Information & Advice Service
£499,997 29/07/2015
35
The aim of the project is to encourage and assist older people and their carers to claim their welfare benefits and entitlements, as well as to help them to find solutions to problems and connect to ....more
National Lottery Community Fund - County Durham Intergenerational Programme
£355,460 12/01/2015
60
Not Available
National Lottery Community Fund - Come Eat Together
£959,922 02/04/2014
48
Not Available
National Lottery Community Fund - Information and Advice Service
£221,500 12/07/2012
24
This is a continuation and expansion of an existing project by Age Concern Durham County (ACDC) to encourage and assist older people and their carers to claim their welfare benefit entitlements, help ....more
National Lottery Community Fund - Come Dine With Us
£185,949 24/04/2012
24
A volunteer peer project to improve older people's ability to access, cook and enjoy healthy food together, helping them to challenge and better cope with difficult life changes. The project will ....more
Show more rows

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: 42-63
  • MARK LOCAL Appointed: 2019, Occupation: Management Accountant
  • PAUL PHYALL Appointed: 2020, Occupation: Managing Director
Legal constitution
  • Charitable company registered in England & Wales on 17/12/2007, number: 1122008
  • Registered at Companies House on 19/11/2007, number: 06431030
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
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
15 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from JEZREEL NEW TESTAMENT CHURCH on 01/02/2024
Main office

Mrs Robyn Holmes
Age UK County Durham
Houghton House
Belmont Business Park
Durham
DH1 1TW

Objectives

4 THE OBJECTS FOR WHICH THE CHARITY (THE ¶OBJECTS÷) IS ESTABLISHED AND TO WHICH IT IS SPECIFICALLY RESTRICTED ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE PRINCIPALLY BUT NOT EXCLUSIVELY IN AND AROUND COUNTY DURHAM (THE AREA OF BENEFIT):4.1 PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;4.2 ADVANCING EDUCATION;4.3 PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL);4.4 PROMOTING EQUALITY AND DIVERSITY;4.5 PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS;4.6 ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND4.7 SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDETHE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL-BEING OF OLDER PEOPLE

Defined Area of Benefit:

COUNTY DURHAM

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

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great