Finance Score: -9
Governance Score: 3
Support Score: 9
  • Excess liquidity: -1
  • Volatile income: -3
  • Fundraising costs high: -5
  • Good trustee age range: +3
  • Large volunteers +3
  • Overall weighted support: +6
Overall GiG Score: 3 ?

AGE UK CARLISLE AND EDEN

Promoting the wellbeing of people over the age of 50 to help make later life a fulfilling and enjoyable experience
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • 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

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
  • Income has been volatile recently
  • Fundraising costs are extremely high relative to funds raised

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£820£794£27£320£1,443£1,0611629180
31/03/22£630£664£-34£309£1,445£1,07819.531160
31/03/21£768£587£181£285£1,464£1,15323.625144
31/03/20£582£851£-269£320£1,221£93013.129200
31/03/19£1,093£913£180£290£1,518£1,05013.825200
31/03/18£1,079£922£157£295£1,426£82910.8310
31/03/17£638£703£-65£197£1,279£64811.1320
31/03/16£611£708£-97£200£1,310£5839.9310
31/03/15£645£777£-132£277£1,418£6259.6170
31/03/14£886£975£-89£289£1,526£7158.8220
31/03/13£892£1,065£-172£277£1,610£8369.4320
31/03/12£1,202£1,152£50£265£1,759£8919.3320
31/03/11£1,164£1,139£25£247£1,704£8939.4320
31/03/10£1,255£1,118£136£247£1,670£7498310

Financial Ratios
Fundraising Costs/Relevant Income: 73.5%
Fundraising Costs/Total Spending: 40.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 15%
Liabilities/Income: 30%
Unrestricted Funds/Total Funds: 74%
Reserves/Spending: 16 months
Net Current Assets/Spending: 15 months
Quick Ratio: 4.8
Asset Split ?
Balance Sheet History
Established: 16 years

admin@ageukcarlisleandeden.org.uk

01228536673

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • General Charitable Purposes
GiG Classification
  • Provides financial or material assistance
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Cumbria,
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
Cumbria Community Foundation£547,880
Ministry of Defence£10,003
National Lottery Community Fund£10,000
Specific Donations
Amount When
Months
To be used for
Cumbria Community Foundation - Age Friendly Coordinator
£5,000 21/02/2023
11
Age Friendly Coordinator
Cumbria Community Foundation - Well@home in partnership with iCan H&F
£6,660 18/01/2023
11
Well@home in partnership with iCan H&F
Cumbria Community Foundation - Winter Warm Packs - Hardship Fund
£7,105 15/12/2022
2
Winter Warm Packs - Hardship Fund
Cumbria Community Foundation - Winter Warmth Fund Partnership Agreement
£133,700 29/09/2022
Winter Warmth Fund Partnership Agreement
Cumbria Community Foundation - Well@home A & E Support
£45,650 24/08/2022
11
Well@home A & E Support
Cumbria Community Foundation - Winter Warmth Fund/Household Support Fund
£52,920 12/08/2022
Winter Warmth Fund/Household Support Fund
Cumbria Community Foundation - Tea in the Park
£1,500 23/02/2022
Tea in the Park
Cumbria Community Foundation - Winter Warmth Fund Partnership Agreement
£70,400 11/10/2021
Winter Warmth Fund Partnership Agreement
Cumbria Community Foundation - Friends Together
£6,500 21/09/2021
Friends Together
Cumbria Community Foundation - Donor directed COVID-19
£40,000 20/01/2021
Donor directed COVID-19 - Staff and overhead costs
Cumbria Community Foundation - Winter Resilience support
£18,000 17/12/2020
Winter Resilience support
Cumbria Community Foundation - Winter Warmth Fund Partnership Agreement
£68,800 07/10/2020
Winter Warmth Fund Partnership Agreement
Cumbria Community Foundation - Befriending Support through Covid-19
£5,000 24/09/2020
Befriending Support through Covid-19
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£10,003 15/05/2020
to provide immediate support for vulnerable veterans with reduced social contact
National Lottery Community Fund - Support beyond Covid-19
£10,000 22/04/2020
11
The funding will support older individuals most affected by COVID-19 to get their lives back on track and reconnect with their local communities through direct welfare advice counselling and ....more
Cumbria Community Foundation - Staff and overhead costs
£8,405 15/04/2020
5
Staff and overhead costs
Cumbria Community Foundation - Donor directed COVID-19
£20,000 07/04/2020
12
Donor directed COVID-19
Cumbria Community Foundation - Support through crisis of COVID-19
£16,000 01/04/2020
12
Support through crisis of COVID-19
Cumbria Community Foundation - Winter Warmth Fund Partnership Agreement
£42,240 08/10/2019
Winter Warmth Fund Partnership Agreement
National Lottery Community Fund - P.A.L. - Prevention Against Loneliness
£45,000 21/02/2019
36
P.A.L. - Prevention Against Loneliness
Cumbria Community Foundation - Winter Warmth Fund Partnership Agreement
£57,600 04/10/2018
Winter Warmth Fund Partnership Agreement
National Lottery Community Fund - Rural Eden and Carlisle HealthWatch (REACH)
£463,735 04/06/2015
36
This project aims to improve the health, wellbeing and community involvement of 720 vulnerable older people living in rural isolation.This project will specifically target people over 50 who are in ....more
National Lottery Community Fund - Replacement of obsolete IT Hardware and Software
£10,000 13/08/2014
12
Not Available
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed

Age Range of Trustees: 36-73
  • ALISON HAMPSON Appointed: 2018, Occupation: None
  • ANDREW HILTON SHEKELL Appointed: 2021, Occupation: Trustee
  • BRENDA MARY HILL Appointed: 2016, Occupation: None
  • CHRIS FULLER (Chair) Appointed: 2014, Occupation: Financial Adviser
  • GILLIAN LINTON Appointed: 2018, Occupation: Retired Registered Nurse Ward Manager Brampton
  • JEANIE MCADAM PASLEY Appointed: 2023, Occupation: Local Government
  • JONTY HANLON Appointed: 2014
  • STUART DAVID IRVING Appointed: 2018, Occupation: Solicitor
Legal constitution
  • Charitable company registered in England & Wales on 13/03/2009, number: 1128565
  • Registered at Companies House on 07/01/2009, number: 06785041
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Other Regulators
  • Financial Conduct Authority
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
14 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from AGE UK SUPPORT SERVICES NORTH WEST on 08/01/2020
Main office

20 Spencer Street
Carlisle
Cumbria
CA1 1BG

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BR DEEMED BY LAW TO BE CHARITABLE IN AND AROUND CARLISLE AND EDEN DISTRICTS OR OTHERWISE IN THE COUNTY OF CUMBRIA (HEREINAFTER CALLED THE AREA OF BENEFIT)

Defined Area of Benefit:

CUMBRIA

Data Sources

Charity Commission for England and Wales
360 Giving

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