Finance Score: 1
Governance Score: 6
Support Score: 10
  • Low unrestricted reserves: -2
  • Fundraising costs low: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Large volunteer base +3
  • Overall weighted support: +7
Overall GiG Score: 17 ?

AGE CONCERN SOLIHULL

Services and support for older people in Solihull Metropolitan Borough
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • Spending has increased over the last 3 years relative to the previous period
  • Fundraising costs are 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 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£1,906£1,813£93£164£718£4112.759372
31/03/22£1,751£1,712£39£129£648£3842.758346
31/03/21£1,899£1,630£269£136£622£4163.163372
31/03/20£1,676£1,583£94£225£363£2882.266359
31/03/19£1,099£1,320£-221£321£239£219266285
31/03/18£1,608£1,592£17£331£422£3042.3810
31/03/17£1,384£1,415£-31£287£371£2151.8770
31/03/16£1,347£1,272£75£298£439£2132420
31/03/15£1,377£1,203£174£285£298£1171.2420
31/03/14£1,091£1,126£-35£366£174£490.5380
31/03/13£1,108£1,168£-60£386£224£780.8370
31/03/12£1,380£1,358£22£448£284£2071.8340
31/03/11£1,392£1,144£248£359£307£2362.5280
31/03/10£969£952£17£350£-19£-96-1.2260
31/03/09£893£865£28£358£1£-48-0.7240
31/03/08£745£778£-33£376£22£-8-0.1160
31/03/07£780£830£-50£381£132£761.1280
31/03/06£710£747£-37n/an/an/an/an/an/a
31/03/05£523£534£-10n/an/an/an/an/an/a
31/03/04£456£426£30n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 9.4%
Fundraising Costs/Total Spending: 9.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 27%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 57%
Reserves/Spending: 2.7 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.6
Asset Split ?
Balance Sheet History
Established: 28 years

www.ageuksolihull.org.uk

info@ageuksolihull.org.uk

0121 704 7840

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • General Charitable Purposes
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Solihull,
Who it helps
  • Elderly/Old People
  • People With Disabilities

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.

Major supporters in last 5 years
Ministry of Defence£49,280
Garfield Weston Foundation£45,000
National Lottery Community Fund£42,000
DCMS£20,262
Specific Donations
Amount When
Months
To be used for
Co-Operative Group - Grant to Age UK Solihull
£1,739 21/10/2023
We want to continue running our Linking People Together project, which tackles loneliness and isolation in older people living in the Solihull borough.
Garfield Weston Foundation - Main Grants award
£20,000 07/08/2023
Age UK Solihull Core Costs
Garfield Weston Foundation - Main Grants award
£25,000 17/09/2021
Age UK Solihull - General Office Costs Application
Sir Jules Thorn Charitable Trust - Age UK Solihull (previously Age Concern Solihull) - 02/06/21
£1,500 25/06/2021
Core Funding
Ministry of Defence - Covenant Fund
£35,000 12/02/2021
Address social isolation by targeting specific groups within the Armed Forces community who are traditionally harder to reach.
DCMS - Coronavirus Community Support Fund
£20,262 05/10/2020
"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 Clothworkers Foundation - Grant to Age Concern UK trading as Age UK Solihull
£3,100 19/06/2020
COVID19 : IT equipment for a charity that works with older people in West Midlands
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£14,280 15/05/2020
to provide immediate support for vulnerable veterans with reduced social contact
National Lottery Community Fund - Solihull Covid-19 Emergency Support Project
£42,000 15/05/2020
6
The funding will be used to provide a range of home support services during Covid-19 such as shopping prescription delivery and telephone befriending. The project provides support and services for older people across Solihull. Support includes ....more
Garfield Weston Foundation - Main Grants award
£10,000 07/03/2019
Linking People Together - helping to combat loneliness
Garfield Weston Foundation - Main Grants award
£10,000 20/06/2017
Linking People Together
Dunhill Medical Trust - Volunteer Befriending Service
£60,000 08/09/2014
Staffing Costs: Outreach Worker to expand the Information anf Advice Service to older people who may be isolated in rural areas
National Lottery Community Fund - Community Spirit
£410,889 10/08/2010
72
This project works to reduce inequalities experienced by older people in North Solihull. The project offers information, advice, advocacy and guidance services to older people leading to maximised incomes, increased knowledge and an understanding ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split
Based on 9/10 persons

Age Range of Trustees: 52-84
  • ALISON JANE ROLF Appointed: 2022, Occupation: Legal Executive
  • DAVID CHARLES MATTOCKS JP
  • MICHAEL BOYLE Appointed: 2024, Occupation: Retired
  • NICOLA CLARE ROBINSON Appointed: 2017, Occupation: Consultant
  • PATRICIA ROSE-SMITH Appointed: 2024, Occupation: Retired Social Worker/Manager
  • PINAKINI CHAUHAN Appointed: 2021, Occupation: Business Owner
  • RICHARD CHARLES WATSON Appointed: 2024, Occupation: Retired
  • RUTH MARY PAULIN Appointed: 2022, Occupation: Pharmacist
  • SALLY TOMLINSON (Chair) Appointed: 2016, Occupation: Founder, Worktaster Ltd
  • TAMARA JANE BAVIN Appointed: 2024, Occupation: Service Delivery And Operations Lead
Legal constitution
  • Charitable company registered in England & Wales on 05/06/1996, number: 1055887
  • Registered at Companies House on 29/03/1996, number: 03180062
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; all on time
Main office

Age UK Solihull
The Core
Central Library Building
SOLIHULL
West Midlands
B91 3RG

Objectives

TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE IN AND AROUND THE METROPOLITAN BOROUGH OF SOLIHULL:1. PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE2. ADVANCING EDUCATION3. PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL)4. PROMOTING EQUALITY AND DIVERSITY

Defined Area of Benefit:

METROPOLITAN BOROUGH OF SOLIHULL

Data Sources

Charity Commission for England and Wales
360 Giving

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