Finance Score: 2
Governance Score: 6
Support Score: 9
  • Liabilities <10%: +3
  • Positive trading contribution: +2;Strong growth: +2
  • Fundraising costs high: -5
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +9
Overall GiG Score: 17 ?

AGE UK SOUTH LAKELAND

Age UK South Lakeland works with local older people to help them retain their independence and exercise real choice in their lives.We deliver services that help to meet the needs of older people and fit with the other services in communitiesWe inform and advise older people of their rights and optionsWe advocate for and on behalf of older people on issues which matter to them as individuals
Analysis by Giving is Great

Positives:

  • The charity has received backing from several prominent grant makers recently
  • This charity has a robust balance sheet
  • More than half of total income was derived from trading and fees in the latest year
  • There has been strong growth in spending over the last 5 years
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • 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
31/03/24£2,025£1,953£73£1,061£1,377£1,300850173
31/03/23£1,876£2,005£-129£1,074£1,266£1,2417.449179
31/03/22£1,823£1,797£26£1,088£1,430£1,4079.445215
31/03/21£1,890£1,641£248£960£1,405£1,3621044306
31/03/20?£1,874£1,950£-76£1,099£1,071£1,0576.551306
31/03/18*£2,245£2,250£-5£1,076£1,374£1,2056.4580
31/03/17£2,011£1,889£123£1,068£1,379£1,2798.1540
31/03/16£1,847£1,870£-23£903£1,267£1,2087.8430
31/03/15£1,581£1,600£-20£724£1,281£1,2409.3490
31/03/14£1,400£1,535£-134£658£1,306£1,27610440
31/03/13£1,434£1,426£8£583£1,414£1,40211.8440
31/03/12£2,743£1,390£1,352£499£1,362£1,33011.5380

Financial Ratios
Fundraising Costs/Relevant Income: 219.8%
Fundraising Costs/Total Spending: 54.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 7%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 8 months
Net Current Assets/Spending: 2 months
Quick Ratio: 3.3
Asset Split ?
Balance Sheet History
Established: 14 years

www.ageuksouthlakeland.org.uk

accounts@ageuksouthlakeland.org.uk

01539728118

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • General Charitable Purposes
GiG Classification
  • Practical support, advice & companionship
How it operates
  • 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
National Lottery Community Fund£647,724
Cumbria Community Foundation£356,698
The Rayne Foundation£20,000
Ministry of Defence£18,291
Specific Donations
Amount When
Months
To be used for
Cumbria Community Foundation - Winter Warm Spot
£958 01/11/2022
5
Winter Warm Spot
Cumbria Community Foundation - Winter Warmth Fund Partnership Agreement
£136,650 29/09/2022
Winter Warmth Fund Partnership Agreement
Cumbria Community Foundation - Winter Warmth Fund/Household Support Fund
£39,690 12/08/2022
Winter Warmth Fund/Household Support Fund
The Rayne Foundation - Grant to Age UK South Lakeland
£20,000 30/05/2022
Toward an extension of funding to the Compass programme so it can further expand outside of Cumbria.
National Lottery Community Fund - Re-connecting Cumbria
£487,924 15/12/2021
The project is using funding to deliver social engagement opportunities across the whole of Cumbria. The project will re-establish the activities delivered pre-pandemic and set up new ones where possible help overcome the post pandemic impacts on ....more
Cumbria Community Foundation - Winter Warmth Fund Partnership Agreement
£52,800 11/10/2021
Winter Warmth Fund Partnership Agreement
Cumbria Community Foundation - Donor directed for COVID-19
£40,000 20/01/2021
Donor directed for COVID-19 - 2 Compass Case Workers
Cumbria Community Foundation - Winter Warmth Fund Partnership Agreement
£51,600 07/10/2020
Winter Warmth Fund Partnership Agreement
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£18,291 15/05/2020
to provide immediate support for vulnerable veterans with reduced social contact
National Lottery Community Fund - Covid 19 Targeted Support
£99,950 15/05/2020
5
The funding will provide support and assistance to older people living in the South Lakeland. The organisation will provide hot meals shopping delivery prescription pick up as well as help and advice over the phone with the aim of improving health ....more
National Lottery Community Fund - Staying Connected
£9,850 15/05/2020
11
The funding will be used to purchase IT equipment including laptops to provide online digital skills training for older people who are shielding or self-isolating to enable them to socialise and access services. The aim is to support people during ....more
Cumbria Community Foundation - Donor directed for COVID-19
£20,000 06/04/2020
5
Donor directed for COVID-19
Cumbria Community Foundation - Staff wages to deliver critical services
£15,000 01/04/2020
6
Staff wages to deliver critical services
National Lottery Community Fund - Age UK South Lakeland Idea
£50,000 18/03/2020
11
The funding will be used by AGE UK South Lakeland to develop better integration with the district primary care infrastructure. They will do this by developing and testing the metrics that identify patients in decline to establish a referral pathway. ....more
Cumbria Community Foundation - Winter Warmth Fund Partnership Agreement
£42,480 16/10/2019
Winter Warmth Fund Partnership Agreement
Garfield Weston Foundation - Main Grants award
£30,000 29/05/2019
Main Grants award
National Lottery Community Fund - Step Out
£10,000 11/04/2019
12
The aim of this project is to run Tea Dances for lonely and socially isolated old people to gain confidence and improve their physical fitness and mental wellbeing.
National Lottery Community Fund - Compass Connections
£99,289 21/02/2019
36
Compass Connections
DCMS - Digital Leadership Fund - Age UK South Lakeland
£85,000 01/01/2019
Age UK South Lakeland have only delivered their programme in Cumbria but recognise that their neighbouring districts would benefit from this training. They have delivered limited peer learning and general digital strategy training as time was ....more
The Rayne Foundation - Grant to Age UK South Lakeland
£60,000 03/12/2018
36
Towards the development of 'Compass': a new approach to tackling poverty, ill-health and loneliness amongst older people.
Cumbria Community Foundation - Winter Warmth Fund Partnership Agreement
£43,200 10/10/2018
Winter Warmth Fund Partnership Agreement
National Lottery Community Fund - Digital technology for vulnerable older people and volunteer travel an
£9,982 18/01/2017
12
The funding will be used to recruit and train volunteers to run sessions for socially and geographically isolated older people in their own homes to use digital technology for information and communication purposes. The project aims to reduce social ....more
National Lottery Community Fund - Compass: reducing the risk of crisis for older people across Cumbria
£79,050 12/01/2016
12
The funding will be used to develop a social impact bond providing addressing underlying social issues that increase older people’s use of statutory services. It will be delivered across Cumbria and commissioned by Public Health, Cumbria ....more
National Lottery Community Fund - Stay Healthy Longer
£499,882 16/12/2014
59
Not Available
Henry Smith Charity - Grant to Age UK South Lakeland
£79,900 12/06/2014
36
towards three years' salary of a Community Officer at a project supporting older people with multiple and complex problems in the Lake District
National Lottery Community Fund - Health and well-being for older people in South Lakeland
£10,000 11/04/2013
12
This is a project by an incorporated charity in South Lakeland, Cumbria. The organisation will use the funding to run 'Keep Healthy' days for older people in the area, consisting of an exercise taster session and a healthy lunch. This will provide ....more
National Lottery Community Fund - South Lakeland Village Agents Project
£480,166 08/11/2010
60
This project empowers older people to generate solutions to problems they face in isolated rural areas of South Lakeland. It will enable them to live independent lives and play a full part in their communities. The project provides information, ....more
National Lottery Community Fund - Older People's Information Handbook
£10,000 26/08/2010
12
This charity in South Lakeland, Cumbria, will use funding to produce a help and guidance booklet for older people living in rural isolation. This will help older people access local services and information on issues such as benefits.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed
Gender Split

Age Range of Trustees: 55-85
  • BRIAN JOHN MCCANN Appointed: 2023, Occupation: Retired
  • CHARIS MARY TWIST (Chair) Appointed: 2019, Occupation: Retired
  • JAMES AIREY Appointed: 2023, Occupation: Nfu County Advisor
  • PATRICIA LEAHY Appointed: 2024, Occupation: Trustee
  • SUSAN NEWELL Appointed: 2012, Occupation: None
Legal constitution
  • Charitable company registered in England & Wales on 13/04/2011, number: 1141415
  • Registered at Companies House on 23/02/2011, number: 07540805
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Other Regulators
  • Care Quality Commission
  • Financial Conduct Authority
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
12 returns made; AR18: 7 days late,
Recent reorganisation events:
  • Asset transfer in from AGE UK SUPPORT SERVICES NORTH WEST on 08/01/2020
  • Asset transfer in from KENDAL AND SOUTH LAKES CENTRE FOR INDEPENDENT LIVING ONE VOICE on 24/09/2021
  • Asset transfer in from ROTARY CLUB OF AMBLESIDE TRUST FUND on 14/07/2023
Main office

Age UK
17 Finkle Street
KENDAL
LA9 4AB

Objectives

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 OLDER PEOPLE AND/OR THE PUBLIC IN AND AROUND CUMBRIA MORECAMBE BAY FOOTPRINT (THE 'AREA OF BENEFIT')1. PREVENTING AND RELIEVING THE POVERTY OF OLDER PEOPLE;2.ADVANCING EDUCATION3. PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL)4. PROMOTING EQUALITY AND DIVERSITY5. PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS, AND ESPECIALLY IN RELATION TO AGE DISCRIMINATION;6. ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSIN AND OTHERE DISADVANTAGE;7. THE ADVANCEMENT OF CITIZENSHIP OR COMMUNITY DEVELOPMENT; AND8. 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 THE WELL-BEING OF OLDER PEOPLE.

Defined Area of Benefit:

CUMBRIA MORECAMBE BAY FOOTPRINT

Data Sources

Charity Commission for England and Wales
360 Giving

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