Finance Score: -1

Governance Score: 6

Support Score: 11

Spending falling: -1
Volatile income: -3
Fundraising costs low: +3

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

Large volunteers +3
Grant maker support: +8

Overall GiG Score: 16

AGE UK EXETER

To promote the well-being of all older people in Exeter and help make later life a fulfilling and enjoyable experience.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

Established: 32 years

www.ageukexeter.org.uk

n.flynn@ageukexeter.org.uk

01392202092

Charity Commission for England and Wales

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		£787	£790	£-3	£16	£919	£897	13.6	51	190
31/03/22		£704	£712	£-8	£3	£930	£919	15.5	51	190
31/03/21		£1,219	£1,109	£110	£11	£929	£900	9.7	81	100
31/03/20	*	£1,481	£1,461	£20	£57	£790	£415	3.4	46	401
31/03/19		£1,455	£1,467	£-12	£78	£785	£523	4.3	47	442
31/03/18		£1,304	£1,374	£-70	£57	£792	£544	4.8	45	0
31/03/17		£1,388	£1,522	£-134	£94	£860	£614	4.8	49	0
31/03/16		£2,030	£1,491	£539	£100	£970	£670	5.4	44	0
31/03/15		£1,382	£1,440	£-59	£113	£432	£426	3.5	50	0
31/03/14		£1,241	£1,249	£-8	£110	£477	£454	4.4	48	0
31/03/13		£1,189	£1,114	£74	£61	£480	£471	5.1	41	0
31/03/12		£1,138	£1,174	£-36	£57	£393	£380	3.9	45	0
31/03/11	*	£1,137	£1,104	£33	£51	£428	£392	4.3	45	0
31/03/10		£1,158	£1,077	£81	£34	£391	£365	4.1	39	0
31/03/09		£1,032	£1,067	£-35	£28	£287	£287	3.2	38	0
31/03/08		£1,026	£1,027	£-1	£35	£361	£361	4.2	50	0
31/03/07		£907	£926	£-19	£34	£393	£393	5.1	37	0
31/03/06		£827	£863	£-36	£0	£0	£0	n/a	0	0
31/03/05		£787	£822	£-35	£0	£0	£0	n/a	0	0
31/03/04	*	£730	£747	£-16	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.2%
Fundraising Costs/Total Spending: 2.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 12%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 13.6 months
Net Current Assets/Spending: 2 months
Quick Ratio: 3.9

Asset Split ?

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Devon,

Who it helps

Elderly/Old People

Who works here?

51 employees
190 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

Devon Community Foundation	£189,102
National Lottery Community Fund	£110,000
DCMS	£77,080
The Clothworkers Foundation	£10,000

Specific Donations

Amount	When Months	To be used for
Devon Community Foundation - Wellbeing Exeter - CC Culture
£10,947	03/07/2023	Age UK Exeter is one of a group of voluntary / community sector organisations providing and hosting the Community Connector role for Wellbeing Exeter. Age UK Exeter will employ two Community ....more Age UK Exeter is one of a group of voluntary / community sector organisations providing and hosting the Community Connector role for Wellbeing Exeter. Age UK Exeter will employ two Community Connectors – Culture (CCC) posts (0.6FTEs x 2) in close partnership with RAMM. RAMM will offer day-to-day support and supervision for the two employees and office space as required. This is a new partnership and our aim is for the two CCCs to work together and individually on projects to engage Exeter residents aged over 50 with the range of cultural assets in the city, which includes the museum, arts venues, historic building, libraries and archives, cultural events, festivals and other creative/ cultural opportunities. Our work is led by the needs and interests of the individuals we work with, so the CCCs will need to be flexible and responsive when working with older residents. This is an exciting, creative and flexible role. Individuals aged over 50 will be referred to Community Connectors who meet with the person and talk with them about their life, interests and the barriers they face. It is the Community Connector’s role to listen to and understand the person’s circumstances, work alongside them to build on their interests and to find out what cultural opportunities are out there that that might enrich their life while overcoming barriers. For example, it might be outreach work with museum handling objects as part of a memory café, joining a local craft group, visiting the museum or cultural venue as a safe and welcoming destination for a trip out of the house, or contributing to a community exhibition. The goal of Community Connecting is always for the work to have longevity and be something that can continue long after the work with a Connector has finished.
Devon Community Foundation - Wellbeing Exeter - CC Culture
£10,947	04/04/2023	Age UK Exeter is one of a group of voluntary / community sector organisations providing and hosting the Community Connector role for Wellbeing Exeter. Age UK Exeter will employ two Community ....more Age UK Exeter is one of a group of voluntary / community sector organisations providing and hosting the Community Connector role for Wellbeing Exeter. Age UK Exeter will employ two Community Connectors – Culture (CCC) posts (0.6FTEs x 2) in close partnership with RAMM. RAMM will offer day-to-day support and supervision for the two employees and office space as required. This is a new partnership and our aim is for the two CCCs to work together and individually on projects to engage Exeter residents aged over 50 with the range of cultural assets in the city, which includes the museum, arts venues, historic building, libraries and archives, cultural events, festivals and other creative/ cultural opportunities. Our work is led by the needs and interests of the individuals we work with, so the CCCs will need to be flexible and responsive when working with older residents. This is an exciting, creative and flexible role. Individuals aged over 50 will be referred to Community Connectors who meet with the person and talk with them about their life, interests and the barriers they face. It is the Community Connector’s role to listen to and understand the person’s circumstances, work alongside them to build on their interests and to find out what cultural opportunities are out there that that might enrich their life while overcoming barriers. For example, it might be outreach work with museum handling objects as part of a memory café, joining a local craft group, visiting the museum or cultural venue as a safe and welcoming destination for a trip out of the house, or contributing to a community exhibition. The goal of Community Connecting is always for the work to have longevity and be something that can continue long after the work with a Connector has finished.
National Lottery Community Fund - Dementia Carers Support
£10,000	17/02/2023	The funding will be used to provide a range of new activities including a community café a knitting group singing workshops and chair-based exercise sessions for people with dementia and their ....more The funding will be used to provide a range of new activities including a community café a knitting group singing workshops and chair-based exercise sessions for people with dementia and their carers in Exeter. The project aims to provide people with dementia and their carers the opportunity to build strong relationships and provide and receive informal peer support.
Devon Community Foundation - Wellbeing Exeter - CC Culture
£15,743	03/01/2023	Age UK Exeter is one of a group of voluntary / community sector organisations providing and hosting the Community Connector role for Wellbeing Exeter. Age UK Exeter will employ two Community ....more Age UK Exeter is one of a group of voluntary / community sector organisations providing and hosting the Community Connector role for Wellbeing Exeter. Age UK Exeter will employ two Community Connectors – Culture (CCC) posts (0.6FTEs x 2) in close partnership with RAMM. RAMM will offer day-to-day support and supervision for the two employees and office space as required. This is a new partnership and our aim is for the two CCCs to work together and individually on projects to engage Exeter residents aged over 50 with the range of cultural assets in the city, which includes the museum, arts venues, historic building, libraries and archives, cultural events, festivals and other creative/ cultural opportunities. Our work is led by the needs and interests of the individuals we work with, so the CCCs will need to be flexible and responsive when working with older residents. This is an exciting, creative and flexible role. Individuals aged over 50 will be referred to Community Connectors who meet with the person and talk with them about their life, interests and the barriers they face. It is the Community Connector’s role to listen to and understand the person’s circumstances, work alongside them to build on their interests and to find out what cultural opportunities are out there that that might enrich their life while overcoming barriers. For example, it might be outreach work with museum handling objects as part of a memory café, joining a local craft group, visiting the museum or cultural venue as a safe and welcoming destination for a trip out of the house, or contributing to a community exhibition. The goal of Community Connecting is always for the work to have longevity and be something that can continue long after the work with a Connector has finished.
Devon Community Foundation - Grant to Age UK Exeter
£8,000	10/07/2022	Grant to Age UK Exeter
Devon Community Foundation - Social Support Befriending Service
£2,000	07/09/2021	Befriending service for older, isolated people.
Devon Community Foundation - Dementia Carers Support
£10,000	26/07/2021 11	Support for carers of people with dementia in the form of group sessions and a gardening project
Devon Community Foundation - Wellbeing Exeter - Community Connectors
£22,290	05/12/2020 2	COMMUNITY CONNECTORS: GP SURGERIES ACROSS THE CITY CAN INTRODUCE A PERSON THEY BELIEVE WOULD BENEFIT FROM BEING BETTER CONNECTED TO THEIR COMMUNITY TO A COMMUNITY CONNECTOR. CONNECTORS TAKE TIME TO ....more COMMUNITY CONNECTORS: GP SURGERIES ACROSS THE CITY CAN INTRODUCE A PERSON THEY BELIEVE WOULD BENEFIT FROM BEING BETTER CONNECTED TO THEIR COMMUNITY TO A COMMUNITY CONNECTOR. CONNECTORS TAKE TIME TO LISTEN TO INDIVIDUALS, AND TO BUILD A HOLISTIC PICTURE OF WHAT A GOOD LIFE MEANS TO THEM. THEY THEN WORK TOGETHER TO DECIDE HOW TO MOVE TOWARDS THEIR GOALS, DRAWING ON THE FIVE WAYS TO WELLBEING, TO DEVELOP AN INDIVIDUAL AND SUSTAINABLE ACTION PLAN.
Devon Community Foundation - Wellbeing Exeter - Community Connectors
£22,391	05/10/2020 4	to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved health outcomes
DCMS - Coronavirus Community Support Fund
£77,080	11/08/2020	"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 "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."
Devon Community Foundation - Business Recovery Grant - Covid 19
£3,919	16/07/2020	Grant to Age UK Exeter
Devon Community Foundation - Wellbeing Exeter - Community Connectors
£26,049	14/07/2020 4	to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved health outcomes
The Clothworkers Foundation - Grant to Age UK Exeter
£10,000	04/02/2020	purchase and refurbishment of a building for a charity which works with older people in Exeter
Devon Community Foundation - Wellbeing Exeter - Groups Co-ordinator
£17,816	10/12/2019 3	to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved health outcomes
Devon Community Foundation - Wellbeing Exeter - Groups Co-ordinator
£21,184	21/11/2019 3	to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved health outcomes
National Lottery Community Fund - Men in Sheds - Age UK Exeter
£100,000	14/10/2019 59	The funding will go towards the purchase and renovation of a building for the project, alongside staff salaries and other overheads. The project provides mental health and social isolation support to ....more The funding will go towards the purchase and renovation of a building for the project, alongside staff salaries and other overheads. The project provides mental health and social isolation support to middle aged and elderly men.
Devon Community Foundation - Wellbeing Exeter - Groups Co-ordinator
£17,816	15/05/2019 3	to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved health outcomes
Devon Community Foundation - Wellbeing Exeter - Groups Co-ordinator
£18,991	03/04/2019 3	to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved health outcomes
Devon Community Foundation - Wellbeing Exeter - Groups Co-ordinator
£18,991	19/12/2018 3	to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved health outcomes
Co-Operative Group - Grant to Age UK Exeter
£5,030	19/11/2018	We plan to expand our existing service by putting on extra gardening and arts and crafts sessions at our allotment.
Garfield Weston Foundation - Main Grants award
£25,000	11/10/2018	Core Cost
Devon Community Foundation - Wellbeing Exeter - Groups Co-ordinator
£12,855	02/10/2018 6	to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved health outcomes
National Lottery Community Fund - Social Support Project
£10,000	31/08/2018 12	The project aims to enable more visits to isolated elderly people as well as providing activities and trips.
Devon Community Foundation - Wellbeing Exeter - Groups Co-ordinator
£18,991	28/06/2018 3	to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved health outcomes
Devon Community Foundation - Wellbeing Exeter - Groups Co-ordinator
£18,991	10/04/2018 3	to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved health outcomes
Devon Community Foundation - Wellbeing Exeter - Groups Co-ordinator
£8,267	11/04/2017 5	Grant to Age UK Exeter
Devon Community Foundation - Wellbeing Exeter - Groups Co-ordinator
£8,267	01/12/2016 5	Grant to Age UK Exeter
Nesta - AC20002
£10,000	18/02/2013	Ageing Challenge programme grant to Age UK - Exeter Grant Ref AC20002

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 32-81

CLAIRE MORSE Appointed: 2023, Occupation: Retired

DARREN BURR Appointed: 2023, Occupation: Operations Manager

GAVIN BALL Appointed: 2022, Occupation: Trust And Estates Practitioner

JOHN GILMAN CARTRIDGE (Chair) Appointed: 2005, Occupation: Retired

LYDIA WARD Appointed: 2022, Occupation: Occupational Therapist

PETER BREW Appointed: 2018, Occupation: Retired, Other trusteeship: DEVON MEDIATION SERVICE LIMITED,

ROSS BRIGHT Appointed: 2022, Occupation: It Professional

STEPHEN NOON Appointed: 2023, Occupation: Certified Chartered Accountant

Legal constitution

Charitable company registered in England & Wales on 07/05/1992, number: 1010973
Registered at Companies House on 03/04/1992, number: 02703636

Gift Aid

Registered with HMRC for Gift Aid

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
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

20 returns made; AR20: 2 days late, AR11: 2 days late, AR04: 26 days late,

Main office

Age UK Exeter
The Sycamores
Mount Pleasant Road
EXETER
EX4 7AE

Objectives

3.1 The objects of the Charity are to promote the following purposes for the benefit of the public and/or older people in and around Exeter (herinafter called 'the area of benefit').3.2.1 preventing or relieving the poverty or loneliness of older people.3.2.2 advancing education3.2.3 preventing or relieving sickness, disease or suffering in older people (whether emotional, mental or physical)3.2.4 promoting equality and diversity3.2.5 promoting the human rights of older people in accordance with the Universal Declaration of Human Rights3.2.6 assisting older people, or their carers, in need by reason of ill-health, social exclusion or other disadvantage; and 3.2.7 such other charitable purposes for the benefit of older people as the Charity Trustees from time to time decide.

Defined Area of Benefit:

CITY OF EXETER AND ITS ENVIRONS

Data Sources