Finance Score: 5

Governance Score: 9

Support Score: 3

Liabilities <10%: +3
Excess liquidity: -1
Fundraising costs low: +3

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

Grant maker support: +3

Overall GiG Score: 17

AGE UK STAFFORD & DISTRICT

Provides the following services within Stafford Borough: Day care for people with complex needs including dementia, Homecare, Gardening, Personal Care, Information & Advice, Staying Active Centres.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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 and dynamic in terms of composition

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines 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	£604	£615	£-10	£6	£1,041	£1,039	20.3	40	4
31/03/22	£647	£600	£47	£2	£1,051	£1,046	20.9	32	30
31/03/21	£671	£675	£-4	£8	£902	£893	15.9	32	35
31/03/20	£752	£734	£18	£9	£906	£420	6.9	32	35
31/03/19	£734	£767	£-33	£9	£887	£393	6.1	43	27
31/03/18	£846	£817	£29	£9	£921	£413	6.1	44	0
31/03/17	£935	£912	£22	£9	£891	£374	4.9	45	0
31/03/16	£987	£1,192	£-205	£9	£880	£350	3.5	56	0
31/03/15	£1,056	£1,020	£35	£32	£1,085	£486	5.7	57	0
31/03/14	£1,093	£1,087	£6	£27	£1,066	£455	5	60	0
31/03/13	£1,068	£1,110	£-42	£29	£1,075	£430	4.7	65	0
31/03/12?	£1,100	£1,063	£37	£22	£1,133	£466	5.3	67	0
30/04/11	£1,314	£1,228	£86	£34	£1,111	£441	4.3	72	0
30/04/10	£1,369	£1,245	£124	£32	£1,040	£370	3.6	73	0
30/04/09	£1,092	£1,023	£69	£25	£932	£281	3.3	63	0
30/04/08	£918	£877	£41	£16	£878	£244	3.3	57	0
30/04/07	£766	£766	£0	£16	£850	£229	3.6	51	0
30/04/06	£717	£699	£18	£0	£0	£0	n/a	0	0
30/04/05	£672	£636	£36	£0	£0	£0	n/a	0	0
30/04/04	£586	£560	£25	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1%
Fundraising Costs/Total Spending: 1%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 20.3 months
Net Current Assets/Spending: 6 months
Quick Ratio: 7.1

Asset Split ?

Established: 27 years

www.ageukstafford.org.uk

sandra@ageukstafford.org.uk

01785607060

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Staffordshire,

Who it helps

Elderly/Old People

Who supports 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.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Age UK - Bradbury House
£42,172	13/01/2021 5	This funding will support the organisation in recovering from the financial setbacks caused by the pandemic. It will allow the group to continue to support older people in providing a day care centre ....more This funding will support the organisation in recovering from the financial setbacks caused by the pandemic. It will allow the group to continue to support older people in providing a day care centre which will help reduce social isolation.
National Lottery Community Fund - Upbeat Generations
£10,000	27/04/2018 12	This charity will deliver weekly music and movement sessions for older people who access their day care service. This will provide wellbeing support and improve emotional and physical health through ....more This charity will deliver weekly music and movement sessions for older people who access their day care service. This will provide wellbeing support and improve emotional and physical health through stimulating activities and social engagement.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 28-84

GLYN JOHN RAVENSCROFT Appointed: 2006, Occupation: Retired

JOHN WILLIAM WHEELER Appointed: 2016, Occupation: Retired

KATHRYN SALLAH Appointed: 2024, Occupation: Retired

MASON YOUNGS Appointed: 2024, Occupation: Marketing Specialist

NEIL NORMAN Appointed: 2020, Occupation: Retired, Other trusteeship: AGE CONCERN STONE AND DISTRICT,

PAMELA TALBOT Appointed: 2023, Occupation: Retired

RICHARD JARRETT Appointed: 2010, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 22/08/1997, number: 1064087
Registered at Companies House on 03/04/1997, number: 03345219

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
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
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

BRADBURY HOUSE
WESTON ROAD
STAFFORD
ST16 3RS

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED TO BE CHARITABLE IN STAFFORD AND THE SURROUNDING AREAS

Defined Area of Benefit:

STAFFORD AND SURROUNDING DISTRICT

Data Sources