Finance Score: 3

Governance Score: 9

Support Score: 9

Good reserves management: +3

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

Grant maker support: +9

Overall GiG Score: 21

AGE UK NORTHAMPTONSHIRE

Provides a range of services to older people to improve their quality of life, to promote independence and prevent them falling into frailty, poverty and isolation

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There have been no material income shortfalls in recent years
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

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	*	£4,358	£4,103	£254	£644	£4,509	£2,581	7.5	258	172
31/03/22		£3,523	£3,549	£-26	£526	£4,469	£2,446	8.3	257	73
31/03/21		£3,367	£3,513	£-145	£384	£4,221	£2,280	7.8	266	214
31/03/20		£3,963	£4,016	£-53	£600	£4,128	£2,260	6.8	298	236
31/03/19		£3,783	£3,818	£-35	£769	£4,098	£2,163	6.8	205	393
31/03/18		£3,323	£4,077	£-754	£733	£4,075	£2,242	6.6	115	0
31/03/17		£4,027	£3,812	£215	£748	£5,084	£3,239	10.2	127	0
31/03/16	*	£4,427	£3,646	£781	£765	£4,461	£2,745	9	123	0
31/03/15		£3,439	£3,514	£-75	£779	£3,700	£1,931	6.6	118	0
31/03/14		£3,499	£3,395	£104	£700	£3,746	£2,010	7.1	134	0
31/03/13		£3,243	£3,380	£-138	£640	£3,635	£1,906	6.8	116	0
31/03/12		£3,504	£3,320	£185	£627	£3,805	£2,120	7.7	114	0
31/03/11		£3,081	£3,075	£6	£600	£3,631	£1,818	7.1	109	0
31/03/10		£3,007	£3,063	£-56	£565	£3,573	£1,710	6.7	117	0
31/03/09		£3,125	£3,185	£-60	£522	£3,387	£1,835	6.9	130	0
31/03/08		£3,586	£3,015	£571	£519	£3,790	£1,781	7.1	131	0
31/03/07		£3,262	£2,957	£305	£473	£3,331	£1,347	5.5	141	0
31/03/06		£2,858	£2,878	£-20	£0	£0	£0	n/a	0	0
31/03/05		£2,710	£2,700	£10	£0	£0	£0	n/a	0	0
31/03/04		£2,634	£2,637	£-3	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 17.9%
Fundraising Costs/Total Spending: 15.7%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 12%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 57%
Reserves/Spending: 7.5 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.4

Asset Split ?

Established: 27 years

www.ageuk.org.uk/northamptonshire/

heather.whyment@ageuknorthants.org.uk

01604611200

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Services for the elderly

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Northamptonshire,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

258 employees
172 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	£100,000
The Clothworkers Foundation	£50,000
Heart Of England Community Foundation	£40,048
Northamptonshire Community Foundation	£25,745

Specific Donations

Amount	When Months	To be used for
Northamptonshire Community Foundation - Day Care programme
£5,000	05/05/2023	Day Care programme
The Clothworkers Foundation - Grant to Age UK Northamptonshire
£50,000	19/10/2022	refurbishment of building for a charity supporting older people in Northamptonshire
Northamptonshire Community Foundation - Day Care programme
£5,245	13/05/2022	Day Care programme
Northamptonshire Community Foundation - Winter Friendship groups
£5,000	09/02/2022	run electric blanket testing and replacement sessions
Northamptonshire Community Foundation - Grant to Age UK Northamptonshire
£7,000	21/09/2021	Day Care programme
Northamptonshire Community Foundation - Befriending Plus
£3,500	10/03/2021	Befriending service
National Lottery Community Fund - Covid-19 Resilience
£100,000	04/06/2020 6	This funding will cover expected losses in income over the coming months and to keep up with increased demand due to the COVID-19 crisis. As a result of the pandemic the organisation has restructured ....more This funding will cover expected losses in income over the coming months and to keep up with increased demand due to the COVID-19 crisis. As a result of the pandemic the organisation has restructured its staff and volunteer teams to be as close as they can to their clients across the county and is now providing a range of emergency services to all of their clients and others who need their support.
Department for Transport - Bus Service Operators Grant Eng Comm Transport 20/21
£4,689	01/04/2020	The Local Authority Bus Subsidy Ring-Fenced (Revenue) Grant is paid by the Department for Transport to local authorities in place of the Bus Services Operators Grant previously paid to bus operators ....more The Local Authority Bus Subsidy Ring-Fenced (Revenue) Grant is paid by the Department for Transport to local authorities in place of the Bus Services Operators Grant previously paid to bus operators for running services under tender to local authorities.
Department for Transport - Bus Service Operators Grant Eng Comm Transport 20/21
£4,092	01/04/2020	The Local Authority Bus Subsidy Ring-Fenced (Revenue) Grant is paid by the Department for Transport to local authorities in place of the Bus Services Operators Grant previously paid to bus operators ....more The Local Authority Bus Subsidy Ring-Fenced (Revenue) Grant is paid by the Department for Transport to local authorities in place of the Bus Services Operators Grant previously paid to bus operators for running services under tender to local authorities.
Heart Of England Community Foundation - Housing Options
£40,048	11/02/2020 23	Many of the older people contacting us for the first time come to us either because they are in crisis or they are in decline and struggling to cope at home. Our Advisors deal with practical problems ....more Many of the older people contacting us for the first time come to us either because they are in crisis or they are in decline and struggling to cope at home. Our Advisors deal with practical problems such as getting a boiler repaired or with complex neighbour disputes- they help with guiding people through the maze of statutory services as well as checking welfare benefit entitlements and assisting with claims. Funding would enable us to employ a Housing Options advisor who could offer more specialist advice and be able to help with care homes advice and support people in moving accommodation or finding and choosing a long term care package to enable them to remain independent.
National Lottery Community Fund - Financial Advocacy Project
£10,000	09/02/2012 11	This is a project by a charity in Northamptonshire. The group will use the funding to provide specialised financial help for older people. This will enable beneficiaries to gain confidence in ....more This is a project by a charity in Northamptonshire. The group will use the funding to provide specialised financial help for older people. This will enable beneficiaries to gain confidence in establishing and maintaining their personal finances.

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 32-73

TONINA ASHBY Appointed: 2021, Occupation: Solicitor

DAVID LANGLEY Appointed: 2021, Occupation: It Consultant

DIANA MURKIN Appointed: 2021, Occupation: Retired

SANDRA JANE MELLORS Appointed: 2022, Occupation: Director

ANN BATTOM Appointed: 2019, Occupation: Retired

DR KEVIN WILLIAMS Appointed: 2019, Occupation: Retired

JOHN CORBISHLEY Appointed: 2019, Occupation: Retired

PAUL BERTIN Appointed: 2018, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 13/01/1997, number: 1059995
Registered at Companies House on 19/12/1996, number: 03294424

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
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
Volunteer management

Filing Record

20 returns made; AR23: 26 days late, AR16: 0 days late,

Main office

Age UK Northamptonshire
William and Patricia Venton Centre
York Road
NORTHAMPTON
NN1 5QJ

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE WITHIN NORTHAMPTONSHIRE (HEREINAFTER CALLED THE AREA OF BENEFIT).

Defined Area of Benefit:

NORTHAMPTONSHIRE.

Data Sources