Finance Score: 3

Governance Score: 6

Support Score: 6

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

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

Grant maker support: +6

Overall GiG Score: 15

AGE UK LAMBETH

Age UK Lambeth empowers older people to achieve a full quality of life by providing: good quality information, advice and advocacy; diverse services and support including befriending and carrying out minor repairs, improvements or adaptations to enable older people to maintain their independence; an extensive programme of activities to help older people achieve personal goals.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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
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

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		£3,906	£3,785	£121	£3	£900	£791	2.5	82	268
31/03/22		£3,699	£3,504	£195	£3	£779	£688	2.4	125	264
31/03/21		£2,656	£2,693	£-37	£9	£584	£482	2.1	55	800
31/03/20		£1,712	£1,536	£176	£0	£621	£534	4.2	36	423
31/03/19		£1,469	£1,488	£-19	£0	£444	£317	2.6	28	189
31/03/18		£1,479	£1,454	£25	£4	£463	£305	2.5	26	0
31/03/17		£1,465	£1,468	£-3	£6	£438	£256	2.1	24	0
31/03/16	*	£1,462	£1,381	£81	£0	£454	£271	2.4	19	0
31/03/15		£977	£889	£87	£4	£372	£190	2.6	19	0
31/03/14		£1,266	£1,016	£249	£26	£285	£41	0.5	19	0
31/03/13	*	£1,334	£1,519	£-186	£24	£36	£21	0.2	23	0
31/03/12		£882	£1,019	£-137	£24	£221	£191	2.3	17	0
31/03/11		£940	£922	£18	£56	£358	£174	2.3	16	0
31/03/10		£936	£804	£132	£52	£394	£174	2.6	19	0
31/03/09		£785	£664	£122	£50	£262	£195	3.5	16	0
31/03/08		£595	£637	£-42	£44	£137	£129	2.4	10	0
31/03/07		£644	£609	£36	£39	£183	£166	3.3	16	0
31/03/06		£723	£662	£60	£0	£0	£0	n/a	0	0
31/03/05		£465	£461	£4	£0	£0	£0	n/a	0	0
31/03/04		£384	£460	£-76	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 29%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 88%
Reserves/Spending: 2.5 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.2

Asset Split ?

Established: 27 years

www.ageuklambeth.org.uk

info@ageuklambeth.org

0207 346 6800

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Services for the elderly

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Lambeth,

Who it helps

Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

82 employees
268 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	£240,000
Walcot Foundation	£25,000
Co-Operative Group	£8,098
Sir Jules Thorn Charitable Trust	£1,000

Specific Donations

Amount	When Months	To be used for
City Bridge Trust - Grant to Age UK Lambeth
£240,000	06/09/2021	£240,000 over 5 years (£47,100; £47,500; £47,700; £48,400; £49,300) towards the salary of a f/t Programme Manager and associated costs to deliver MYsocial to older people in Lambeth.
Sir Jules Thorn Charitable Trust - Age UK Lambeth - 29/03/21
£1,000	13/04/2021	MYsocial Exercise Class
Walcot Foundation - COVID19 - Support and Community Connection
£25,000	17/07/2020 12	With this project, Age UK Lambeth aim to respond to COVID19, working in ways that differ from their usual service offer. This includes ensuring workers can work effectively from home, providing a ....more With this project, Age UK Lambeth aim to respond to COVID19, working in ways that differ from their usual service offer. This includes ensuring workers can work effectively from home, providing a clean and safe environment for patients returning from hospital, and providing a range of online events to help increase community connection. The grant will fund MYsocial online events to help keep communities together, a magazine, the Hospital to Home service (preparing homes for the return of patients), and the Phone Friend service (helping to reduce anxiety among the most vulnerable and isolated). 10 chrome books and 12 mobile phones will be purchased at a total value of £3,000.
Co-Operative Group - Grant to Age UK Lambeth
£8,098	15/11/2019	We want to create a calendar of 'MYSocial' activities and events for older people, helping them make friends and connect with the community.
National Lottery Community Fund - Resilient and productive Ageing (Development Grant)
£49,500	20/03/2019 12	The project will use funding to support with the first phase of designing and developing new older peoples' services that take a more asset-based and preventative approach in Lambeth.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 34-74

COLLEEN WONG Appointed: 2022, Occupation: Director

EMMA PATERSON Appointed: 2022, Occupation: Senior Programme/Project Manager

YAWAR CHOUDHRY (Chair) Appointed: 2015, Occupation: Head Of Propositions

AARON CUE Appointed: 2020, Occupation: Trustee

BERNARD NAWRAT Appointed: 2017, Occupation: Trustee

HUW HERRITY Appointed: 2020, Occupation: Trustee

OWEN DAVIES Appointed: 2017, Occupation: Trustee

Legal constitution

Charitable company registered in England & Wales on 18/07/1997, number: 1063497
Registered at Companies House on 19/09/1996, number: 03252067

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; AR16: 0 days late, AR13: 90 days late,

Main office

10 Acre Lane
London
SW2 5SG

Objectives

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

Defined Area of Benefit:

GREATER LONDON

Data Sources