Finance Score: -2
Governance Score: 1
Support Score: 8
  • Multiple Deficits: -2
  • No PartB
  • Narrow trustee age band: -2
  • Dynamic board: +3
  • Grant maker support: +8
Overall GiG Score: 7 ?

AGE UK BARROW AND DISTRICT LIMITED 

Age UK Barrow and District will work with and for older people to provide a wide range of quality services and activities. It is dedicated to improving and maintaining this aim. Age UK B& D aims to be an effective organisation that listens to, and is influenced by, its users and the wider community. It will work towards the removal of age as a barrier to opportunity and choice for all.
Analysis by Giving is Great

Positives:

  • The charity has received backing from multiple prominent grant makers recently
  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • The Board has little diversity in terms of age

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • 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
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£500£508£-9n/an/an/an/an/a99
31/03/22£253£351£-97n/an/an/an/an/a106
31/03/21£402£623£-220n/an/an/an/an/a149
31/03/20£295£409£-115n/an/an/an/an/a70
31/03/19£358£417£-58n/an/an/an/an/a54
31/03/18£549£577£-28£68£820£3958.2170
31/03/17£547£577£-30£61£848£4649.7200
31/03/16£545£544£1£62£878£48210.6200
31/03/15£502£561£-60£119£877£48910.5180
31/03/14£1,519£582£937£113£937£4158.6200

Highest pay bracket: less than £60,000
Established: 11 years

info@ageukbarrow.org.uk

01229831425

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • General Charitable Purposes
  • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Other facilities management and maintenance
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Cumbria,
Who it helps
  • Elderly/Old People
Who works here?
  • Unknown number of employees
  • 99 volunteers

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.

Major supporters in last 5 years
Cumbria Community Foundation£156,670
DCMS£75,533
Garfield Weston Foundation£25,000
National Lottery Community Fund£9,997
Specific Donations
Amount When
Months
To be used for
Co-Operative Group - Grant to Age UK Barrow and District
£1,092 21/10/2023
We'd like to buy equipment for our activity groups, such as boccia sets, arts and crafts supplies, and fitness equipment.
Garfield Weston Foundation - Main Grants award
£25,000 07/10/2022
Age UK Barrow
National Lottery Community Fund - Community-based social activities for older people
£9,997 22/07/2022
The funding will be used to fund a range of social and activity groups for older people (aged 50 and over) to increase the number of groups to become self-sustaining and volunteer led. All are ....more
Charles Hayward Foundation - Grant to Age UK Barrow and District
£4,000 30/03/2022
Community-based social activities for older people
Cumbria Community Foundation - Telephone Befriending
£5,000 08/12/2021
Telephone Befriending
Cumbria Community Foundation - Winter Warmth Fund Partnership Agreement
£26,400 11/10/2021
Winter Warmth Fund Partnership Agreement
Cumbria Community Foundation - Community-based social groups and activities
£10,000 28/07/2021
Community-based social groups and activities
Cumbria Community Foundation - Telephone Befriending
£20,000 11/06/2021
Telephone Befriending
Cumbria Community Foundation - Winter Warmth Fund Partnership Agreement
£25,800 07/10/2020
Winter Warmth Fund Partnership Agreement
Cumbria Community Foundation - Covid Financial Support Project
£19,671 24/09/2020
Covid Financial Support Project
DCMS - VSCE CMC Fund
£19,671 24/09/2020
NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more
DCMS - Coronavirus Community Support Fund
£55,862 09/09/2020
"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 ....more
Cumbria Community Foundation - Staff, fuel, IT, food costs
£10,200 29/04/2020
2
Staff, fuel, IT, food costs
Cumbria Community Foundation - Staff and overhead costs for Pennywise Project
£8,507 01/11/2019
Staff and overhead costs for Pennywise Project
Cumbria Community Foundation - Staff and overhead costs for Pennywise Project
£8,052 31/10/2019
Staff and overhead costs for Pennywise Project
Cumbria Community Foundation - Winter Warmth Fund Partnership Agreement
£23,040 04/10/2019
Winter Warmth Fund Partnership Agreement
Garfield Weston Foundation - Main Grants award
£10,000 05/12/2018
Age UK Barrow RespectAbility
Cumbria Community Foundation - Winter Warmth Fund Partnership Agreement
£30,600 04/10/2018
Winter Warmth Fund Partnership Agreement
National Lottery Heritage Fund - Grant to Age UK Barrow and District
£3,000 04/01/2018
PILOTNW Memories of Lakeland Laundry
National Lottery Community Fund - Age Works
£500,000 03/08/2015
60
This project aims to support older people, aged over 50, who are not in employment to increase their skills, knowledge and confidence. The a bespoke programme will be devised according to individual ....more
National Lottery Community Fund - Barrow RespectAbility
£999,737 30/04/2014
47
Not Available
Lloyds Bank Foundation - Grant to Age Concern - Barrow and District
£24,000 28/03/2014
Age Concern provide a range of services support older people across Barrow. Looking to develop their home visiting service which identifies & supports those who struggle access services
National Lottery Community Fund - Age UK - Barrow & District (Development Grant)
£18,750 15/01/2014
3
Age UK - Barrow & District (Development Grant)
National Lottery Community Fund - Barrow RespectAbility
£193,787 24/04/2012
24
Five community ventures benefiting 300 older people who are socially isolated or do not older people's services who are experiencing the transition of retirement, illness and bereavement will ....more
National Lottery Community Fund - Age Works
£499,978 12/01/2010
60
This development of an existing project will aim to reduce unemployment in Barrow by supporting economically inactive people over the age of 50 to move into employment. The project will particularly ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed

Age Range of Trustees: 55-68
Legal constitution
  • Charitable company registered in England & Wales on 29/11/2012, number: 1149975
  • Registered at Companies House on 21/09/2012, number: 08224619
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Other Regulators
  • Financial Conduct Authority
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
10 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from AGE UK SUPPORT SERVICES NORTH WEST on 08/01/2020
Main office

College House
Howard Street
Barrow in Furness
LA14 1NB

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 THE PUBLIC AND/OR OLDER PEOPLE IN AND AROUND CUMBRIA AND NORTH LANCASHIRE (THE AREA OF BENEFIT):1) 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; AND 6) 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

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