Finance Score: 6

Governance Score: 9

Support Score: 7

Liabilities <10%: +3
Fundraising costs low: +3

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

Grant maker support: +7

Overall GiG Score: 22

AGE UK LEEDS

Age UK Leeds provides services and activities for older people in the Metropolitan District of Leeds

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
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 age and gender and dynamic in terms of composition

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		£1,797	£1,748	£48	£37	£2,230	£1,424	9.8	65	106
31/03/22		£1,605	£1,426	£179	£36	£2,182	£1,292	10.9	61	38
31/03/21		£1,616	£1,353	£262	£40	£2,003	£1,185	10.5	60	85
31/03/20		£1,423	£1,440	£-17	£90	£1,740	£1,152	9.6	59	91
31/03/19		£1,225	£1,178	£46	£303	£1,757	£1,163	11.8	45	113
31/03/18		£1,477	£1,251	£226	£73	£1,711	£1,085	10.4	48	0
31/03/17		£1,392	£1,289	£104	£292	£1,486	£848	7.9	51	0
31/03/16	*	£1,285	£1,289	£-5	£316	£1,381	£742	6.9	45	0
31/03/15	*	£1,078	£1,067	£11	£355	£1,387	£729	8.2	27	0
31/03/14		£908	£934	£-26	£406	£1,375	£698	9	25	0
31/03/13		£772	£881	£-109	£387	£1,402	£720	9.8	23	0
31/03/12		£1,277	£850	£427	£312	£1,510	£818	11.5	21	0
31/03/11	*	£779	£885	£-105	£332	£1,084	£847	11.5	21	0
31/03/10		£1,162	£853	£309	£304	£1,190	£964	13.6	27	0
31/03/09		£798	£802	£-5	£252	£879	£699	10.5	28	0
31/03/08		£909	£856	£52	£208	£887	£703	9.9	32	0
31/03/07		£811	£766	£45	£222	£839	£647	10.1	33	0
31/03/06		£527	£608	£-80	£0	£0	£0	n/a	0	0
31/03/05		£420	£557	£-137	£0	£0	£0	n/a	0	0
31/03/04		£456	£498	£-42	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.1%
Fundraising Costs/Total Spending: 2.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 8%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 64%
Reserves/Spending: 9.8 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.8

Asset Split ?

Established: 48 years

WWW.AGEUKLEEDS.ORG.UK

FINANCE@AGEUKLEEDS.ORG.UK

0113 389 3000

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Services for the elderly

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Leeds City,

Who it helps

Elderly/Old People

Who works here?

65 employees
106 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

National Lottery Community Fund	£300,000
Ministry of Defence	£20,000
Co-Operative Group	£5,021
Leeds Community Foundation	£1,500

Specific Donations

Amount	When Months	To be used for
Leeds Community Foundation - Stay warm this Winter
£1,500	30/10/2023	Grant to Age UK Leeds
National Lottery Community Fund - Ways to Wellbeing
£250,000	31/07/2023	The project will use the funding over three years to deliver a programme of activities designed for older people and will include social recreational and wellbeing activities and community ....more The project will use the funding over three years to deliver a programme of activities designed for older people and will include social recreational and wellbeing activities and community partnerships with the aim of reducing isolation and improving physical and mental wellbeing.
National Lottery Community Fund - Now and then intergenerations
£10,000	10/06/2022	The funding will be used to deliver an intergenerational project for young and older people consisting of a variety of activities such as now and then sessions to share and compare lifestyles and ....more The funding will be used to deliver an intergenerational project for young and older people consisting of a variety of activities such as now and then sessions to share and compare lifestyles and memories joint day trips to places of interest exercise food and nutrition workshops; and digital skills support. The project aims to help improve the emotional and physical wellbeing of older people whilst allowing the younger people to get first hand meaningful experience which will help with their studies.
National Lottery Community Fund - Age UK Leeds Digital Wellbeing Service
£40,000	26/04/2021	The funding will help to deliver a project which will tackle digital exclusion particularly in relation to health and wellbeing among older people in Leeds. The aim is to reduce feelings of isolation ....more The funding will help to deliver a project which will tackle digital exclusion particularly in relation to health and wellbeing among older people in Leeds. The aim is to reduce feelings of isolation and loneliness by providing devices and training on how to use them to older people so they can keep in contact with friends and family.
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£20,000	15/05/2020	to provide immediate support for vulnerable veterans with reduced social contact
Co-Operative Group - Grant to Age UK Leeds
£5,021	15/11/2019	We want to help lonely older people get online and find ways to reconnect with their community to reduce isolation.
National Lottery Community Fund - Happy Days
£99,842	08/02/2019 36	This funding is for a project designed to support potentially isolated and lonely older people to take part in activities they enjoy. Volunteers will work with individuals to identify their likes and ....more This funding is for a project designed to support potentially isolated and lonely older people to take part in activities they enjoy. Volunteers will work with individuals to identify their likes and interests and to support them to participate in activities they value. The project will also connect older people with similar hobbies ' helping to build friendships and relationships.
Leeds Community Foundation - Help at Home (H@H)
£13,000	21/06/2018 11	Age UK Leeds plans to provide a social enterprise Help at Home (H@H) Service for older people in Leeds.
Ministry of Defence - Local Grants 2017/18
£20,000	01/04/2017	Community Integration and Local Service Delivery

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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: 43-76

ABIGAIL KATUNG Appointed: 2023, Occupation: Councillor

KIM MARGAET GAY Appointed: 2024, Occupation: Director

HOLLY SMITH Appointed: 2016, Occupation: Assistant Director

KEITH IVOR WAKEFIELD Appointed: 2019, Occupation: Councillor

MICHAEL JOHN ALLEN Appointed: 2018, Occupation: Partner / Management Consultant

ROGER JOHN URQUHART HARINGTON Appointed: 2021, Occupation: Retired, Other trusteeship: LEEDS OLDER PEOPLE'S FORUM,

SANDRA CHESELDINE Appointed: 2018, Occupation: Retired, Other trusteeships: THE FIVE TOWNS PLUS HOSPICE FUND LIMITED, WAKEFIELD DISTRICT CITIZENS ADVICE BUREAUX,

Legal constitution

Charitable company registered in England & Wales on 13/02/1976, number: 504899
Registered at Companies House on 10/12/1975, number: 01236909

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

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
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

20 returns made; AR16: 0 days late, AR15: 0 days late, AR11: 2 days late,

Main office

AGE UK LEEDS
BRADBURY BUILDING
MARK LANE
LEEDS
LS2 8JA

Objectives

3.1 THE OBJECTS OF THE CHARITY ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE WITHIN THE AREA OF BENEFIT:3.1.1 PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;3.1.2 ADVANCING EDUCATION;3.1.3 PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL);3.1.4 PROMOTING EQUALITY AND DIVERSITY;3.1.5 PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS;3.1.6 ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND3.1.7 SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE CHARITY TRUSTEES FROM TIME TO TIME DECIDE;THE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL-BEING OF OLDER PEOPLE.

Defined Area of Benefit:

LEEDS

Data Sources