Finance Score: 0

Governance Score: 6

Support Score: 5

Liabilities <10%: +3
Positive trading contribution: +2;Fundraising costs high: -5

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 11

AGE UK BROMSGROVE REDDITCH AND WYRE FOREST

Provision of services for older people in the Council areas of Wyre Forest, Bromsgrove and Redditch.Services include Help at Home, Befriending, Social Activities, Information and Advice.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
More than half of total income was derived from trading and fees in the latest year
There have been no material income shortfalls in recent years
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 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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£1,198	£1,078	£120	£690	£1,279	£1,142	12.7	80	160
31/03/22	£1,117	£877	£240	£570	£1,160	£1,077	14.7	77	110
31/03/21	£939	£747	£192	£446	£919	£836	13.4	75	158
31/03/20	£961	£862	£100	£570	£727	£654	9.1	76	116
31/03/19	£952	£805	£147	£513	£628	£549	8.2	76	160
30/03/18	£730	£909	£-179	£546	£481	£481	6.4	62	0
30/03/17	£532	£696	£-164	£298	£660	£517	8.9	69	0

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Financial Ratios

Fundraising Costs/Relevant Income: 166.9%
Fundraising Costs/Total Spending: 64%
Highest pay band: Less than £60,000
Liabilities/Assets: 7%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 12.7 months
Net Current Assets/Spending: 13 months
Quick Ratio: 11.5

Asset Split ?

Established: 8 years

www.ageuk.org.uk/brwf/

enquiries@ageukbrwf.org.uk

01527871840

Charity Commission for England and Wales

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Social clubs and similar

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Shropshire, Worcestershire,

Who it helps

Elderly/Old People

Who works here?

80 employees
160 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.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Befriending - Helping our communities to stay connected
£72,367	29/06/2023	This funding over three years will continue and expand a befriending service combatting loneliness and isolation for people aged 50+ across North Worcestershire. Support includes referrals to other ....more This funding over three years will continue and expand a befriending service combatting loneliness and isolation for people aged 50+ across North Worcestershire. Support includes referrals to other local agencies and access to groups and activities to expand social connections.
National Lottery Community Fund - Befriending - Helping our communities to 'reconnect' post Covid-19
£30,868	25/03/2021 0	The funding will be used by the group to continue its telephone support service and adopt a COVID-secure approach through face to face connections through socially-distanced doorstep coffees and ....more The funding will be used by the group to continue its telephone support service and adopt a COVID-secure approach through face to face connections through socially-distanced doorstep coffees and garden visits a walk & talk –accompanying people with short walks initially around their local area and a 'buddying’ scheme where they can accompany people to community classes and groups once they re-open
National Lottery Community Fund - Developing Home Visits as part of Age UK BRWF's Information & Advice Service
£10,000	25/02/2020 11	The funding will be used to provide a home visit service which will provide advice and information to older people who are housebound. The project aims to enable the group to reach and support more ....more The funding will be used to provide a home visit service which will provide advice and information to older people who are housebound. The project aims to enable the group to reach and support more people.
National Lottery Community Fund - Befriending & Care Calls Coordinator
£10,000	21/09/2018 12	This funding will be used to deliver a befriending scheme for older people, aiming to address loneliness and isolation in the elderly community.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees:

DAVID CHARLES LAMBERT SAVAGE Appointed: 2023

DEREK HUGH WILLIAMS Appointed: 2022

GAIL MALKIN Appointed: 2023

JAMES OWEN GODSALL Appointed: 2022

JOHN BURBECK Appointed: 2020

LUCY CHATWIN Appointed: 2023

PHILIPPA ANN CAPEL Appointed: 2022

ROGER JOHN CUSTANCE (Chair) Appointed: 2018

DR JONATHAN ABRAHAM SHAPIRO Appointed: 2023, Occupation: Doctor, Other trusteeship: THE HOSPICE CHARITY PARTNERSHIP,

KIMARA JAYNE SHARPE Appointed: 2021, Occupation: Company Secretary, Other trusteeships: BIRMINGHAM INDUSTRIAL THERAPY ASSOCIATION LIMITED, THE PRIMROSE HOSPICE LIMITED, THE HOSPICE CHARITY PARTNERSHIP,

Legal constitution

Charity registered in England & Wales on 07/03/2016, number: 1165891

Gift Aid

Registered with HMRC for Gift Aid

Event History

08/04/2018 - Asset transfer in from AGE UK BROMSGROVE AND DISTRICT
25/06/2018 - Asset transfer in from AGE CONCERN REDDITCH AND DISTRICT

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

7 returns made; all on time

Main office

Age UK
51 Windsor Street
BROMSGROVE
B60 2BJ

Objectives

THE OBJECTS FOR WHICCH THE CIO (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 IN AND AROUND THE AREA OF BENEFIT:1) PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE2) ADVANCING EDUCATION FOR OLDER PEOPLE3) PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL)4) PROMOTING EQUALITY AND DIVERSITY IN RELATION TO OLDER PEOPLE5) ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE AND6) TO PROMOTE SUCH OTHER CHARITABLE PURPOSES (WHICH MAY BE FOR THE BENEFIT OF PERSONS OTHER THAN OLDER PEOPLE) AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE WHERE SUCH PURPOSES ARE DIRECTLY OR INDIRECTLY ALIGNED TO OR FURTHER ANY ONE OR MORE OF THE ABOVE

Data Sources