Finance Score: 1

Governance Score: 2

Support Score: 9

Multiple Deficits: -2
Fundraising costs low: +3

Only 4 Trustees: -1
Good trustee age range: +3

Grant maker support: +9

Overall GiG Score: 12

AGE UK PORTSMOUTH

AUKP supports older people in Portsmouth and SE Hampshire to live fulfilling lives, remaining independant as long as possible. AUKP offers various social activities, Cafe, foot care, beauty and hairdressing. Information & Advice is always available as are Benefits checks. Help in the Home and Garden supports less able people to remain in their own homes by providing DBS-checked and trained staff.

Analysis by Giving is Great

Positives:

Fundraising costs are low relative to funds raised
A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

There are only 4 trustees

Financial issues to consider:

On several occasions in recent years income has been less than spending

Established: 27 years

www.ageukportsmouth.org.uk

enquiries@ageukportsmouth.org.uk

02392862121

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	£1,066	£1,189	£-124	£64	£772	£769	7.8	83	68
31/03/22	£844	£977	£-132	£27	£896	£891	11	96	62
31/03/21	£1,078	£916	£162	£42	£1,028	£1,024	13.4	83	59
31/03/20	£974	£905	£70	£61	£866	£860	11.4	86	81
31/03/19	£854	£1,092	£-238	£63	£797	£792	8.7	92	71
31/03/18	£1,021	£1,138	£-117	£62	£1,035	£1,031	10.9	92	0
31/03/17	£1,031	£1,085	£-54	£88	£1,152	£1,061	11.7	84	0
31/03/16	£977	£987	£-11	£162	£1,206	£1,000	12.2	38	0
31/03/15	£955	£721	£234	£37	£1,217	£1,101	18.3	16	0
31/03/14	£708	£543	£165	£13	£983	£983	21.7	16	0
31/03/13	£492	£573	£-81	£0	£0	£0	n/a	0	0
31/03/12	£423	£395	£28	£0	£0	£0	n/a	0	0
31/03/11	£671	£654	£17	£67	£870	£870	16	31	0
31/03/10	£845	£735	£110	£55	£853	£853	13.9	83	0
31/03/09	£736	£729	£8	£72	£744	£744	12.3	90	0
31/03/08	£739	£719	£20	£86	£736	£736	12.3	94	0
31/03/07	£712	£724	£-12	£88	£716	£716	11.9	93	0
31/03/06	£668	£717	£-49	£0	£0	£0	n/a	0	0
31/03/05	£920	£849	£71	£0	£0	£0	n/a	0	0
31/03/04	£915	£878	£38	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 6.2%
Fundraising Costs/Total Spending: 5.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 16%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 7.8 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.3

Asset Split ?

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Portsmouth City,

Who it helps

Elderly/Old People

Who works here?

83 employees
68 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

National Lottery Community Fund	£886,182
DCMS	£75,000
Ministry of Defence	£57,203
Co-Operative Group	£2,719

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Close Encounters - COVID Recovery Phase 2
£886,182	15/07/2022	The funding will be used to provide support to older people in Portsmouth Gosport and Southeast Hampshire through befriending advocacy and information and guidance. Over four years Age UK Portsmouth ....more The funding will be used to provide support to older people in Portsmouth Gosport and Southeast Hampshire through befriending advocacy and information and guidance. Over four years Age UK Portsmouth and Gosport Voluntary Action will work in partnership to support prevention of social isolation and loneliness.
Co-Operative Group - Grant to Age UK Portsmouth
£2,719	23/10/2021	We will shape futures through conversation by creating a special community café, which will include community-led, volunteer-coordinated events in a safe and supportive setting.
Ministry of Defence - Covenant Fund
£37,203	03/09/2021	For existing charitable projects to help charities to sustain activities and services that people from Armed Forces communities use and value.
DCMS - Coronavirus Community Support Fund
£75,000	15/09/2020	"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 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."
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£20,000	15/05/2020	to provide immediate support for vulnerable veterans with reduced social contact
National Lottery Community Fund - Close Encounters
£669,466	19/09/2018 36	The organisations will use the funding to share, unify and build sector capacity to enhance the quality of life of lonely and isolated older people within the communities of Portsmouth, Havant and ....more The organisations will use the funding to share, unify and build sector capacity to enhance the quality of life of lonely and isolated older people within the communities of Portsmouth, Havant and Gosport and surrounding areas. The partnership will be led by Age UK Portsmouth, alongside Gosport Voluntary Action. Support will be tailored to each individual based on health, location, finances and housing situation. It will be driven by the beneficiaries themselves through triage and guided conversations.
Ministry of Defence - ALB - Armed forces Covenant Fund Trust- Covenent Fund
£19,875	01/04/2018	Armed Forces Covenant Local Grants for local projects that support community integration or local delivery of services.
National Lottery Community Fund - Sing, Shake, Rattle and Roll
£9,978	07/03/2018 12	The organisation will develop their project by providing intergenerational singing sessions to bring young families and children together with older people within the community which will support ....more The organisation will develop their project by providing intergenerational singing sessions to bring young families and children together with older people within the community which will support community engagement and development.
Lloyds Bank Foundation - Grant to Age UK Portsmouth
£10,207	09/11/2016 12	Age UK Portsmouth provides a range of services supporting older people living in Portsmouth. It is seeking funding towards consultancy support to review and bring financial systems, recording and ....more Age UK Portsmouth provides a range of services supporting older people living in Portsmouth. It is seeking funding towards consultancy support to review and bring financial systems, recording and practices up to best practice.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Age Range of Trustees: 43-71

DR ELIZABETH FELLOWS Appointed: 2023, Occupation: Retired

PAUL HUMMEL-NEWELL (Chair) Appointed: 2017, Occupation: Business Consultant

STEWART EDWARD WOOLES T D Appointed: 2019, Other trusteeship: FRIENDS OF ST STEPHEN'S CHURCH SPARSHOLT,

TIMOTHY IAN GAMESTER Appointed: 2013, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 31/12/1996, number: 1059945
Registered at Companies House on 20/11/1996, number: 03281047

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

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 Portsmouth
The Bradbury Centre
16-18 Kingston Road
PORTSMOUTH
Hampshire
PO1 5RZ

Objectives

THE OBJECTS FOR WHICH THE CHARITY (THE OBJECTS) IS ESTABLISHED AND TO WHICH IT IS SPECIFICALLY RESTRICTED ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE IN AND AROUND PORTSMOUTH (THE AREA OF BENEFIT): 1. PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;2. ADVANCING EDUCATION FOR OLDER PEOPLE; 3. PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL); 4. PROMOTING EQUALITY AND DIVERSITY IN RELATION TO OLDER PEOPLE; 5. ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL, HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND6. SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE.

Defined Area of Benefit:

IN OR AROUND PORTSMOUTH.

Data Sources