Finance Score: 1

Governance Score: 6

Support Score: 10

Low unrestricted reserves: -2
Fundraising costs low: +3

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

Large volunteers +3
Grant maker 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
There have been no material income shortfalls in recent years
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 age and gender

Financial issues to consider:

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

Established: 28 years

www.ageuksolihull.org.uk

info@ageuksolihull.org.uk

01217047840

Charity Commission for England and Wales

Tweets

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	£1,906	£1,813	£93	£164	£718	£411	2.7	59	372
31/03/22	£1,751	£1,712	£39	£129	£648	£384	2.7	58	346
31/03/21	£1,899	£1,630	£269	£136	£622	£416	3.1	63	372
31/03/20	£1,676	£1,583	£94	£225	£363	£288	2.2	66	359
31/03/19	£1,099	£1,320	£-221	£321	£239	£219	2	66	285
31/03/18	£1,608	£1,592	£17	£331	£422	£304	2.3	81	0
31/03/17	£1,384	£1,415	£-31	£287	£371	£215	1.8	77	0
31/03/16	£1,347	£1,272	£75	£298	£439	£213	2	42	0
31/03/15	£1,377	£1,203	£174	£285	£298	£117	1.2	42	0
31/03/14	£1,091	£1,126	£-35	£366	£174	£49	0.5	38	0
31/03/13	£1,108	£1,168	£-60	£386	£224	£78	0.8	37	0
31/03/12	£1,380	£1,358	£22	£448	£284	£207	1.8	34	0
31/03/11	£1,392	£1,144	£248	£359	£307	£236	2.5	28	0
31/03/10	£969	£952	£17	£350	£-19	£-96	-1.2	26	0
31/03/09	£893	£865	£28	£358	£1	£-48	-0.7	24	0
31/03/08	£745	£778	£-33	£376	£22	£-8	-0.1	16	0
31/03/07	£780	£830	£-50	£381	£132	£76	1.1	28	0
31/03/06	£710	£747	£-37	£0	£0	£0	n/a	0	0
31/03/05	£523	£534	£-10	£0	£0	£0	n/a	0	0
31/03/04	£456	£426	£30	£0	£0	£0	n/a	0	0

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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 ?

Listed activities

General Charitable Purposes

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 works here?

59 employees
372 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

Ministry of Defence	£49,280
National Lottery Community Fund	£42,000
Garfield Weston Foundation	£25,000
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
£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 ....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."
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 ....more 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 information and advice befriending and wellbeing and loneliness support.
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 ....more 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 of rights. It will be delivered face to face and over the telephone. Basic skills training will include confidence and assertiveness training, literacy, telephone skills and computer use training.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 41-78

ALISON JANE ROLF Appointed: 2022, Occupation: Legal Executive, Other trusteeship: GEORGE FENTHAM HAMPTON IN ARDEN CHARITY,

COUNCILLOR PETER JOHN OAKLEY, Occupation: Retired

CHRISTOPHER EUGENE MURRAY Appointed: 2022, Occupation: Charity Worker

DAVID CHARLES MATTOCKS JP

NICOLA CLARE ROBINSON Appointed: 2017, Occupation: Consultant

PATRICIA ROSE-SMITH Appointed: 2024, Occupation: Retired Social Worker/Manager

PINAKINI CHAUHAN Appointed: 2021, Occupation: Business Owner

RUTH MARY PAULIN Appointed: 2022, Occupation: Pharmacist

SALLY TOMLINSON (Chair) Appointed: 2016, Occupation: Founder, Worktaster Ltd

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