Overall GiG Score: 11 ?
Finance Score: 6
Governance Score: 3
Support Score: 2
  • Good reserves management: +3
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Grant maker support: +2

AGE UK BIRMINGHAM LIMITED 

Information and Advice, Dementia Day Care, Active Well Being Centre with lunch clubs, exercise sessions and interest groups, Falls Prevention Service, Charity shop, Nail Care, Telephone Befriending, Pandemic Relief.
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • There have been no material income shortfalls in recent years
  • Fundraising costs are unusually 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
Established: 13 years

www.ageukbirmingham.org.uk

info@ageukbirmingham.org.uk

01214370033

Charity Commission for England and WalesCompanies HouseFacebookX
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£1,130£1,091£38£1£721£6056.726110
31/03/22£1,050£1,054£-3£275£682£5866.728136
31/03/21£1,369£1,150£220£286£687£3393.526147
31/03/20£1,351£1,295£56£129£467£3633.43659
31/03/19£1,565£1,392£173£183£411£3833.336100
31/03/18£1,354£1,284£70£227£198£1981.9620
31/03/17£1,311£1,403£-93£373£168£1671.4370
31/03/16*£1,088£1,137£-50£0£261£2532.7420
31/03/15£1,008£1,031£-23£117£310£3103.6360
31/03/14*£1,049£1,142£-93£117£333£3253.4370
31/03/13£1,045£1,077£-32£118£426£4164.6300
31/03/12£968£1,091£-123£145£458£2893.2550

Financial Ratios
Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 16%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 84%
Reserves/Spending: 6.7 months
Net Current Assets/Spending: 8 months
Quick Ratio: 5.3
Asset Split ?
What it does
  • Accommodation/Housing
  • Disability
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
Who works here?
  • 26 employees
  • 110 volunteers
Who it helps
  • Elderly/Old People
  • People With Disabilities
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Birmingham City, Dudley, Sandwell,

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
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
National Lottery Community Fund - Take a Break Sitting Service
£10,000 01/02/2017
12
The funding will be used to run a sitting service for people with dementia and their carers. This is aimed at providing respite, reducing pressures and giving people better chances in life.
Birmingham City Council - Befriending And Outreach Service
£38,925 01/01/2017
BEFRIENDING AND OUTREACH SERVICE; Older people; Adult Social Care & Health Third Sector Grants - Day Opportunities
The Clothworkers Foundation - Grant to Age UK Birmingham
£20,000 24/10/2016
purchase a minibus for a charity which works with older people in West Midlands
Birmingham City Council - Befriending And Outreach Service
£77,850 01/07/2016
BEFRIENDING AND OUTREACH SERVICE; Older people; Adult Social Care & Health Third Sector Grants - Day Opportunities
Birmingham City Council - Befriending/Outreach Support & Day Opps
£38,925 01/04/2016
BEFRIENDING/OUTREACH SUPPORT & DAY OPPS; Older people; Adult Social Care & Health Third Sector Grants - Day Opportunities
National Lottery Community Fund - Healthy Friends
£358,742 09/09/2015
36
A project to provide a mentoring service to support newly diagnosed patients to manage long term limiting health conditions such as type 2 diabetes and chronic heart disease.The scheme will help ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed

Age Range of Trustees: 31-68
Legal constitution
  • Charitable company registered in England & Wales on 04/10/2010, number: 1138240
  • Registered at Companies House on 03/08/2010, number: 07334392
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
  • 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
12 returns made; AR16: 2 days late, AR14: 1 days late,
Main office

Age UK Birmingham & Age UK Sandwell
Stratford House
Stratford Place
BIRMINGHAM
B12 0HT

Objectives

TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE ACROSS BIRMINGHAM1. PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE.2. ADVANCING EDUCATION.3. PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL).4. PROMOTING EQUALITY AND DIVERSITY.5. ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE.6. SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE AND THE OUTCOME OF THIS BEING THE PROMOTION OF WELL-BEING OF OLDER PEOPLE.

Defined Area of Benefit:

ACROSS BIRMINGHAM

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
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