Overall GiG Score: 5 ?
Finance Score: -6
Governance Score: 6
Support Score: 5
  • Spending falling: -1
  • Fundraising costs high: -5
  • Good trustee age range: +3
  • Dynamic board: +3
  • Grant maker support: +5

AGE UK BRADFORD & DISTRICT 

Age UK Bradford District works to value everyone's future, create age friendly communities and put people first. We deliver 4 key functions: Information, Help & Support, Advice & Casework and Community Activities & Groups empowering people to live well as active, engaged and influential members of their communities from bases in 6 Community Hubs across Bradford, Keighley & Shipley.
Analysis by Giving is Great

Positives:

  • 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 age and dynamic in terms of composition

Financial issues to consider:

  • Spending has fallen significantly over the last 5 years relative to the previous period
  • Fundraising costs are extremely high relative to funds raised
Established: 31 years

www.ageuk.org.uk/bradforddistrict

customerservice@ageukbd.org.uk

01482391190

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?

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£1,245£1,034£211£410£482£2903.433110
31/03/22£925£863£62£393£271£1041.431189
31/03/21£1,093£939£154£433£195£1391.829197
31/03/20£1,166£1,109£57£458£42£-5-0.140215
31/03/19£1,267£1,404£-137£553£-16£-149-1.346250
31/03/18*£1,491£1,583£-92£618£95£-67-0.5540
31/03/17£1,412£1,630£-218£562£186£600.4550
31/03/16£1,357£1,346£11£462£406£3032.7380
31/03/15£1,310£1,193£117£468£488£4014430
31/03/14£1,447£1,285£162£394£371£2992.8350
31/03/13£1,311£1,246£64£354£208£1071360
31/03/12£1,328£1,267£62£371£144£890.8340
31/03/11*£1,328£1,413£-85£415£82£790.7390
31/03/10*£1,008£1,101£-93£293£167£1411.5280
31/03/09£920£799£121£182£260£1482.2230
31/03/08£745£762£-18£199£139£1121.8230
31/03/07£642£750£-108£230£156£1302.1280
31/03/06*£588£584£4£0£0£0n/a00
31/03/05*£570£560£11£0£0£0n/a00
31/03/04£568£576£-8£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 46.9%
Fundraising Costs/Total Spending: 39.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 12%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 60%
Reserves/Spending: 3.4 months
Net Current Assets/Spending: 6 months
Quick Ratio: 6.1
Asset Split ?
What it does
  • Arts/Culture/Heritage/Science
  • Economic/Community Development/Employment
  • Education/Training
  • General Charitable Purposes
  • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
Who works here?
  • 33 employees
  • 110 volunteers
Who it helps
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • The General Public/Mankind
How it operates
  • Acts as an umbrella or resource body
  • Other charitable activities
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Bradford City,

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
Ministry of Defence - Covenant Fund
£30,848 03/09/2021
For existing charitable projects to help charities to sustain activities and services that people from Armed Forces communities use and value.
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£19,688 15/05/2020
to provide immediate support for vulnerable veterans with reduced social contact
National Lottery Community Fund - Covid-19 and Older People
£10,000 09/04/2020
12
The funding will be used to develop a variety of communication channels and create bespoke packages of support to meet the varying requirements of older people self-isolating due to COVID-19. The aim ....more
The Clothworkers Foundation - Grant to Age UK Bradford and District
£12,000 16/10/2018
refurbishment of a building for a charity which works with older people in West Yorkshire
National Lottery Community Fund - AUKB&D Befriending Project
£248,754 03/11/2014
35
Not Available
National Lottery Community Fund - ACB&D BEFRIENDING PROJECT
£170,643 13/07/2011
36
A befriending scheme for older people in West Bradford. Focus will be on improving the social and emotional wellbeing of isolated older people at home or in care homes and sheltered housing through a ....more

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed
Gender Split

Age Range of Trustees: 33-61
  • JOANNE VOLPE (Chair) Appointed: 2019, Occupation: Partnership Manager
Legal constitution
  • Charitable company registered in England & Wales on 13/09/1993, number: 1025961
  • Registered at Companies House on 17/09/1991, number: 02646454
Gift Aid
  • Registered with HMRC for Gift Aid
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
  • 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; AR18: 1 days late, AR11: 2 days late, AR10: 2 days late, AR06: 1 days late, AR05: 58 days late,
Main office

75 Wrose Road
Wrose
Shipley
Bradford
BD18 1HX

Objectives

3.1 THE OBJECTS OF THE CHARITY ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND 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:

BRADFORD METROPOLITAN DISTRICT

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

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