Finance Score: 4

Governance Score: 9

Support Score: 4

Liabilities <10%: +3
Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +4

Overall GiG Score: 17

AGE UK DORCHESTER LTD

The core purpose of Age UK Dorchester is to support older people to live in their own homes for as long as they want and ensure that the voices of older people in North, South and West Dorset are collectively and individually heard and responded to. We offer a range of services including homesupport, handyperson, information and advice, befriending, social activities and dementia therapy.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

On several occasions in recent years income has been less than spending

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		£673	£883	£-211	£38	£802	£697	9.5	52	150
31/03/22	*	£772	£1,159	£-387	£297	£1,013	£753	7.8	87	192
31/03/21		£879	£956	£-77	£253	£1,361	£36	0.5	82	280
31/03/20		£659	£818	£-160	£207	£993	£448	6.6	90	207
31/03/19		£509	£760	£-251	£194	£855	£186	2.9	78	221
31/03/18		£524	£724	£-199	£188	£1,090	£204	3.4	58	0
31/03/17		£534	£626	£-91	£154	£1,289	£207	4	56	0
31/03/16	*	£1,662	£528	£1,134	£147	£1,381	£231	5.3	54	0
31/03/15		£464	£468	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£436	£481	£-46	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£451	£448	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£201	£203	£-2	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 5.9%
Fundraising Costs/Total Spending: 4.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 87%
Reserves/Spending: 9.5 months
Net Current Assets/Spending: 2 months
Quick Ratio: 3.3

Asset Split ?

Balance Sheet History

Established: 13 years

http://www.ageuk.org.uk/northsouthwestdorset/

tlewis@ageukdorchester.org.uk

01305269444

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Dorset,

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

DCMS	£34,000
Dorset Community Foundation	£16,000
Sport England	£7,000
McCarthy Stone Foundation	£500

Specific Donations

Amount	When Months	To be used for
Dorset Community Foundation - Grant to Age UK North, South and West Dorset
£8,000	06/03/2023	Grant restricted to North Dorset beneficiaries - charity supporting older people
McCarthy Stone Foundation - 2022 Small Grants
£500	13/04/2022	Grants up to £1,000 for small groups providing activities for older people
Dorset Community Foundation - General Core Costs to support our Independent Living Team expand across North Dorset
£8,000	14/03/2022	Debt management, household budgeting and money management education for young people and other vulnerable groups
Sport England - TGC CF Exercise online for a healthier Body and Mind!
£7,000	22/12/2020 11	This project will support a new online women’s exercise classes and the Wellbeing Hub designed to improve confidence, increase stability, improve mobility and balance, strengthen muscles and improve posture.
DCMS - Coronavirus Community Support Fund
£34,000	17/07/2020	"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 operate, thereby reducing the burden on public ....more "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 operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Dunhill Medical Trust - Expansion of 'Reach Out' Service
£40,860	07/09/2015 24	The Reach Out service aims to tackle social isolation of older people by working with partner agencies to help older people develop new networks and new interests.
Lloyds Bank Foundation - Grant to Age UK Dorchester
£16,000	29/06/2012	the salary of the Welfare Benefit Adviser, travel expenses, training and reference materials, venue hire, office and management costs
Nationwide Foundation - Grant to Age UK Dorchester
£5,000	06/02/2012	Salary costs for Welfare Benefits Co-ordinator to coordinate home-visiting welfare benefits outreach team for rural West Dorset, advising older people

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 34-75

ALEXANDRA CLAPP Appointed: 2024, Occupation: Lawyer

DEBORAH EVANS Appointed: 2023, Occupation: Retired

HELEN PALMER Appointed: 2023, Occupation: Recruitment Consultant

JANE HOUSE Appointed: 2019, Occupation: Retired

MATT SMITH Appointed: 2024, Occupation: Chief Officer

ROGER MAUGHAN Appointed: 2023, Occupation: Commercial Director

SIMON CLIFFORD (Chair) Appointed: 2023, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 21/06/2011, number: 1142519
Registered at Companies House on 26/04/2011, number: 07614504

Gift Aid

Registered with HMRC for Gift Aid

Event History

06/08/2015 - Asset transfer in from AGE CONCERN DORCHESTER
10/02/2021 - Asset transfer in from AGE CONCERN GILLINGHAM AND SHAFTESBURY

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

12 returns made; AR22: 131 days late, AR16: 8 days late,

Recent reorganisation events:

Asset transfer in from AGE CONCERN GILLINGHAM AND SHAFTESBURY on 10/02/2021

Main office

Age UK
Units 1 and 2
5 Crown Square
DORCHESTER
DT1 3EN

Objectives

THE OBJECTS FOR WHICH THE CHARITY (THE ÔÇ£OBJECTSÔÇØ) 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 IN AND AROUND DORSET4.1. 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 DECIDE]THE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL-BEING OF OLDER PEOPLE

Data Sources

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