Finance Score: -2

Governance Score: 9

Support Score: 6

Low unrestricted reserves: -2

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

Overall weighted support: +6

Overall GiG Score: 13

AGE UK ROTHERHAM LIMITED

Hospital Discharge Support Service,Hospital Aftercare Service,A Little Bit of Help Service (practical help at home)Advice and Information,Linkline - telephone contact service,Furniture Warehouse

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

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		£832	£819	£13	£0	£136	£113	1.7	34	65
31/03/22		£748	£736	£12	£0	£123	£97	1.6	34	58
31/03/21		£845	£752	£94	£0	£111	£111	1.8	34	93
31/03/20		£827	£793	£34	£0	£18	£18	0.3	41	93
31/03/19		£920	£833	£87	£0	£-16	£-16	-0.2	41	94
31/03/18?		£467	£456	£11	n/a	n/a	n/a	n/a	n/a	n/a
30/09/17?		£1,360	£1,486	£-125	£110	£-114	£-114	-0.9	50	0
31/03/16	*	£803	£988	£-185	£158	£12	£9	0.1	57	0
31/03/15		£912	£1,046	£-134	£141	£197	£117	1.3	37	0
31/03/14	*	£918	£923	£-5	£117	£331	£201	2.6	30	0
31/03/13		£719	£825	£-106	£142	£336	£280	4.1	30	0
31/03/12		£812	£769	£43	£129	£441	£284	4.4	31	0
31/03/11		£830	£826	£4	£151	£399	£304	4.4	31	0
31/03/10		£767	£714	£53	£117	£394	£283	4.8	31	0
31/03/09	*	£865	£767	£98	£104	£342	£231	3.6	31	0
31/03/08		£999	£982	£17	£80	£243	£217	2.6	39	0
31/03/07		£1,062	£1,089	£-27	£91	£226	£184	2	55	0
31/03/06		£1,115	£1,203	£-87	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£1,321	£1,324	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£1,341	£1,360	£-19	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 55%
Liabilities/Income: 20%
Unrestricted Funds/Total Funds: 83%
Reserves/Spending: 1.7 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.3

Asset Split ?

Balance Sheet History

Established: 30 years
(39 years as a company)

www.ageuk.org.uk/rotherham

info@ageukrotherham.org

01709 835214

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other welfare services

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Rotherham,

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
Postcode Neighbourhood Trust - Project Funding
£25,000	01/05/2023	The funding help us to deliver Warm Welcome activities and one-to-one support for older people in a welcoming environment.
DCMS - Coronavirus Community Support Fund
£98,287	23/07/2020	"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 operate, thereby reducing the burden on public ....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."
National Lottery Community Fund - EngAge Rotherham Making Connections Groups
£98,322	08/02/2019 36	This funding is for a befriending project aimed at tackling loneliness among older people. Personal assistants will be provided to support older people to access and take part in fun and healthy activities, continue their hobbies, and make new ....more This funding is for a befriending project aimed at tackling loneliness among older people. Personal assistants will be provided to support older people to access and take part in fun and healthy activities, continue their hobbies, and make new friends. Transport will be provided for those living in rural areas.
National Lottery Community Fund - EngAge Rotherham: People in the lead
£10,000	24/01/2018 12	The group will engage older people in conversations about the issues they face in later life and in identifying solutions, enabling people to have their voices heard while helping to address their loneliness and isolation.
Lloyds Bank Foundation - Grant to Age Concern Rotherham Limited
£39,100	29/06/2011	the salary and on-costs of the Strategic Volunteer Co-ordinator, volunteer expenses and training

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-74

DR HELEN HAWLEY-HAGUE Appointed: 2021, Occupation: Research Fellow

KATHERINE MARY ADAMS (Chair) Appointed: 2023, Occupation: Director

KATHLEEN BERNADINE CLEARY Appointed: 2024, Occupation: Retired

MARTIN SINGER Appointed: 2019, Occupation: Manager

THOMAS WOOD Appointed: 2024

WILLIAM NEIL CHARLESWORTH Appointed: 2024, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 27/07/1994, number: 1039771
Registered at Companies House on 01/07/1985, number: 01927474

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; AR16: 1 days late, AR14: 1 days late, AR09: 3 days late,

Main office

Age UK Rotherham
Galax Building
Fitzwilliam Road
Eastwood Trading Estate
ROTHERHAM
S65 1SL

Objectives

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:

METROPOLITAN DISTRICT OF ROTHERHAM

Data Sources

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