Finance Score: -1

Governance Score: 3

Support Score: 6

Poor Liquidity: -1
Good Reserves: +1Reasonable growth: +1
Multiple Deficits: -2

Dynamic board: +3

Large volunteer base +3
Overall weighted support: +3

Overall GiG Score: 8

AGE UK BOLTON

Age UK Bolton is a local self-financing charity, established in 1947 to promote the well-being of all older people (50+) in the metropolitan borough of Bolton.We are also part of the influential national Age UK Federation, recognised as the leading provider of services to, and campaigner with and on behalf of, older people in the voluntary sector.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been reasonable growth in spending over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
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	*	£981	£1,060	£-78	£147	£2,314	£2,083	23.6	42	235
31/03/22		£708	£800	£-92	£103	£2,626	£2,387	35.8	31	336
31/03/21		£656	£789	£-133	£66	£2,658	£2,311	35.1	29	260
31/03/20		£744	£767	£-23	£0	£2,268	£2,013	31.5	29	315
31/03/19		£757	£758	£-1	£0	£2,512	£2,248	35.6	26	363
31/03/18		£560	£590	£-30	£78	£2,457	£2,185	44.5	21	0
31/03/17		£480	£475	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£462	£429	£33	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£425	£360	£65	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£395	£328	£68	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£397	£403	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£481	£489	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£533	£508	£25	£203	£2,343	£2,016	47.6	17	0
31/03/10		£563	£532	£32	£216	£2,318	£1,982	44.7	17	0
31/03/09		£641	£506	£135	£217	£2,286	£1,943	46	17	0
31/03/08	*	£544	£496	£49	£73	£2,153	£1,802	43.6	21	0
31/03/07		£595	£489	£107	£78	£2,105	£1,746	42.9	20	0
31/03/06		£576	£470	£106	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£577	£417	£159	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£534	£399	£135	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 19.3%
Fundraising Costs/Total Spending: 13.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 20%
Liabilities/Income: 58%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 23.6 months
Net Current Assets/Spending: -3 months
Quick Ratio: 0.3

Asset Split ?

Balance Sheet History

Established: 61 years

www.ageukbolton.org.uk

enquiries@ageukbolton.org.uk

01204 382411

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Bolton,

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.

Specific Donations

Amount	When Months	To be used for
Bolton CVS - Grant to Age Uk Bolton
£10,892	10/01/2021	Someone to Talk to - A pilot project to develop a service which breaks down the barriers experienced by older people to access talking therapies.
Ministry of Defence - ALB - Armed forces Covenant Fund Trust- Covenent Fund
£19,969	01/04/2018	Armed Forces Covenant Local Grants for local projects that support community integration or local delivery of services.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

ANDREW PHILIP MORGAN Appointed: 2017

DARREN CLARE Appointed: 2024

DR ARUN KALLAT Appointed: 2020

EMMA JANE WOOD Appointed: 2015

JOHN HEALEY COOPER (Chair) Appointed: 2016

MARGARET PATRICIA ROTHWELL

RUPERT CECIL Appointed: 2024, Occupation: Head Of Charities Union Bancaire Privee

STEPHEN SMART Appointed: 2024

Legal constitution

Charity registered in England & Wales on 14/01/1964, number: 223240

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

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

Filing Record

20 returns made; AR23: 113 days late, AR08: 8 days late,

Recent reorganisation events:

Asset transfer in from AGE UK SUPPORT SERVICES NORTH WEST on 08/01/2020

Main office

Age UK
The SQUARE
53-55 Victoria Square
BOLTON
BL1 1RZ

Objectives

THE OBJECT OF THE CHARITY SHALL BE TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND BOLTON.

Defined Area of Benefit:

COUNTY BOROUGH OF BOLTON

Data Sources

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