Finance Score: 3
Governance Score: -3
Support Score: 14
  • Fundraising costs low: +3
  • Only 4 Trustees: -1
  • Narrow trustee age band: -2
  • Static board: -3
  • Gender balanced board: +3
  • Large volunteers +3
  • Grant maker support: +11
Overall GiG Score: 14 ?

AGE UK WALTHAM FOREST 

Age UK Waltham Forest aims to improve the quality of life for older adults in Waltham Forest by providing direct services, campaigning for the rights of older people and participating in partnership working with statutory authorities and non-governmental organisations.
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 and there are significant future grants due to be received

Regulatory & Governance issues to consider:

  • There are only 4 trustees
  • The Board composition appears to be rather static and has little diversity in terms of age
Established: 29 years
(35 years as a company)

http://www.ageuk.org.uk/walthamforest

info@ageukwalthamforest.org.uk

02085585512

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£523£534£-11£12£466£46610.523382
31/03/22£421£460£-39n/an/an/an/an/a341
31/03/21£777£657£120£13£486£4708.621444
31/03/20*£543£465£79£11£368£3298.520314
31/03/19£506£355£151£11£287£2408.115187
31/03/18£373£261£112£0£0£0n/a00
31/03/17£255£213£42£0£0£0n/a00
31/03/16£275£261£13£0£0£0n/a00
31/03/15£314£339£-25£0£0£0n/a00
31/03/14£401£433£-33£0£0£0n/a00
31/03/13£419£484£-65£0£0£0n/a00
31/03/12£625£650£-25£51£243£2354.3120
31/03/11£707£657£50£63£268£2344.3150
31/03/10£771£745£26£71£218£1632.6150
31/03/09£730£673£57£59£191£1522.7160
31/03/08£673£727£-54£86£134£1141.9150
31/03/07£770£799£-29£122£188£1622.4150
31/03/06£871£804£67£0£0£0n/a00
31/03/05£735£746£-11£0£0£0n/a00
31/03/04£666£630£36£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 2.5%
Fundraising Costs/Total Spending: 2.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 12%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 10.5 months
Net Current Assets/Spending: 8 months
Quick Ratio: 2
Asset Split ?
Listed activities
  • Education/Training
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Waltham Forest,
Who it helps
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
Who works here?
  • 23 employees
  • 382 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
City Bridge Trust£180,736
Mercer's Charitable Foundation£98,949
DCMS£18,864
The London Community Foundation£18,793
Masonic Trust£15,000
Co-Operative Group£11,548
National Lottery Community Fund£11,186
Sport England£7,316
Specific Donations
Amount When
Months
To be used for
Co-Operative Group - Grant to Age UK Waltham Forest
£4,919 21/10/2023
We'd like to put on a weekly Social group in Chingford for isolated older adults aged 60+ living Waltham Forest. We would use the funding to purchase refreshments and other supplies for the group.
Masonic Trust - MCF Small Grant
£15,000 04/09/2023
Unrestricted core funding for small charities
Mercer's Charitable Foundation - Grant to Age UK Waltham Forest
£98,949 11/05/2023
To add capacity to our Befriending Service to combat chronic loneliness and isolation in older people
National Lottery Community Fund - Intergenerational Community Celebration
£1,500 17/03/2023
The funding will be used to deliver an intergenerational event will enable the young people to learn about the individual history life stories and experiences of the Windrush generation. The project ....more
City Bridge Trust - Grant to Age UK Waltham Forest
£159,000 17/11/2022
36
£159,000 over three years (£52,000; £52,500; £54,500) towards the salary and on-costs of the full-time Information and Advice Service Manager, volunteer costs, and a contribution to overheads.
City Bridge Trust - Eco audit to Age UK Waltham Forest
£2,600 24/06/2022
£2,600 (6.5 days) to provide an eco-audit.
Sport England - Jubilee Fund - Fitness and Walking Netball
£7,316 17/03/2022
This project will fund a walking netball session and a fitness session once a week for 11 months for the elderly.
The London Community Foundation - Grant to Age UK Waltham Forest
£9,440 08/01/2021
16
The funding is for the continued employment of a part-time temporary staff member to co-ordinate our Covid-19 shopping service, prescription deliveries and emergency parcels for older, vulnerable ....more
Co-Operative Group - Grant to Age UK Waltham Forest
£6,630 24/10/2020
We would like to provide a series of weekly activities for older people to help overcome loneliness and promote social interaction.
DCMS - Coronavirus Community Support Fund
£9,511 28/09/2020
"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 London Community Foundation - Grant to Age UK Waltham Forest
£9,353 22/09/2020
The funding would be used for the employment of a temporary Administrative Assistant to support our expanded Befriending Project.
DCMS - VSCE CMC Fund
£9,353 22/09/2020
NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more
City Bridge Trust - Grant to Age UK Waltham Forest
£19,136 28/05/2020
A grant of £19,136 to fund the essential and urgent costs outlined in the application, so that the organisation can carry on providing support to Londoners.
National Lottery Community Fund - Agewell Activities
£9,686 02/08/2019
12
The funding will be used to deliver weekly activities for older people in the local community. The project aims to encourage older people to improve physical and mental wellbeing.
London Catalyst - Age UK Waltham Forest - 8
£3,000 07/02/2019
Scams Awareness for Older People in Waltham Forest
National Lottery Community Fund - Information and advice:knowing your rights workshops
£10,000 21/02/2018
12
The group will host a series of accessibly-located workshops to enable vulnerable older people to exercise their rights and maximise their income. This will also support them to improve their quality ....more
City Bridge Trust - Grant to Age UK Waltham Forest
£35,000 23/09/2015
£35,000 for one final year of funding towards the p/t ‘Manager, Active Aging’ and the p/t ‘Project Assistant’ and project costs.
London Catalyst - Age UK Waltham Forest - 6
£3,000 02/09/2015
Funding for Development Worker for second year
London Catalyst - Age UK Waltham Forest - 4
£4,000 19/11/2014
Develop new North Hub site for provision of services and activities for older people
Greater London Authority - Grant to Age UK Waltham Forest
£8,575 03/11/2014
Speed Volunteering Project
London Catalyst - Age UK Waltham Forest - 3
£4,260 21/05/2014
Develop new North Hub site for provision of services and activities for older people
London Catalyst - Age UK Waltham Forest - 1
£7,500 23/10/2012
Staff resources to introduce a volunteer matching service 'Slivers of Time': increase volunteering; support more older people
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)
Current Trustees appointed
Gender Split

Age Range of Trustees: 71-84
Legal constitution
  • Charitable company registered in England & Wales on 28/07/1995, number: 1048212
  • Registered at Companies House on 11/01/1989, number: 02334459
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
20 returns made; AR20: 6 days late,
Main office

WALTHAM FOREST RESOURCE HUB NORTH
58 Hall Lane
LONDON
E4 8EU

Objectives

TO PROMOTE THE RELIEF AND WELL-BEING OF OLDER PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND THE LONDON BOROUGH OF WALTHAM FOREST AND NEIGHBOURING BOROUGHS.

Defined Area of Benefit:

LONDON BOROUGH OF WALTHAM FOREST

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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