Finance Score: -7

Governance Score: 1

Support Score: 2

Multiple Deficits: -2
Fundraising costs high: -5

Narrow trustee age band: -2
Gender balanced board: +3

Overall weighted support: +2

Overall GiG Score: -4

AGE UK DERBY & DERBYSHIRE

Provides services.Provides daycare, befriending, advocacy, advice, information services for older people in Derby and Derbyshire.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
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 gender

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
The Board has little diversity in terms of age

Financial issues to consider:

On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£1,638	£1,712	£-75	£632	£721	£721	5.1	96	200
31/03/22		£1,431	£1,755	£-324	£633	£795	£795	5.4	95	200
31/03/21		£1,435	£1,325	£110	£322	£1,119	£1,113	10.1	81	180
31/03/20		£1,129	£1,241	£-112	£242	£1,009	£999	9.7	73	250
31/03/19		£1,162	£1,289	£-127	£235	£1,121	£1,101	10.3	80	200
31/03/18		£1,133	£1,274	£-141	£263	£1,248	£1,218	11.5	80	0
31/03/17		£1,712	£1,277	£435	£268	£1,389	£1,333	12.5	71	0
31/03/16		£1,337	£1,325	£12	£256	£954	£896	8.1	35	0
31/03/15		£1,362	£1,364	£-2	£268	£955	£896	7.9	36	0
31/03/14		£1,335	£1,225	£110	£272	£956	£898	8.8	35	0
31/03/13		£1,378	£1,314	£64	£328	£846	£763	7	35	0
31/03/12	*	£1,471	£1,411	£60	£295	£782	£728	6.2	38	0
31/03/11		£1,409	£1,302	£107	£282	£722	£625	5.8	38	0
31/03/10		£1,243	£966	£278	£254	£615	£524	6.5	85	0
31/03/09	*	£995	£930	£66	£268	£280	£246	3.2	87	0
31/03/08		£942	£847	£95	£282	£214	£177	2.5	31	0
31/03/07		£799	£813	£-14	£331	£119	£83	1.2	27	0
31/03/06	*	£806	£791	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£826	£816	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£810	£791	£18	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 93.3%
Fundraising Costs/Total Spending: 36.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 18%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 5.1 months
Net Current Assets/Spending: 4 months
Quick Ratio: 4.2

Asset Split ?

Balance Sheet History

Established: 27 years

www.ageuk.org.uk/derbyandderbyshire

administration@ageukderbyandderbyshire.org.uk

01773766922

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Derbyshire,

Who it helps

Elderly/Old People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Age UK Derby and Derbyshire Chaddesden Park Lunch Club
£2,485	21/10/2023	We would like to continue to provide a place to meet and chat over breakfast or brunch. Participants can make new friends, seek help and advice, and get signposted to other agencies for help.
Co-Operative Group - Grant to Age UK Derby and Derbyshire Chaddesden Park Lunch Club
£2,949	22/10/2022	We would like to pay for local speakers and performers to provide entertainment to our service users.
National Lottery Community Fund - Voyage-Valuing of Youth and Age
£10,000	09/08/2018 12	This funding will be used to deliver recreational activities, designed to engage people of different ages, which aims to improve wellbeing and reduce isolation.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 69-82

ALISON MARGARET JOHNSON Appointed: 2002, Occupation: Consultant

CLIVE NEWTON (Chair) Appointed: 2015, Occupation: Retired

IAN HILL Appointed: 2019, Occupation: Retired

JAMES MATTHEWS Appointed: 2015, Occupation: Retired

LYNDA DONE Appointed: 2008, Occupation: Director

MARTIN EATON Appointed: 2023, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 11/03/1998, number: 1068550
Registered at Companies House on 13/02/1998, number: 03510613

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; AR12: 1 days late, AR09: 18 days late, AR06: 3 days late, AR05: 23 days late, AR04: 1 days late,

Main office

29A MARKET PLACE
HEANOR
DERBYSHIRE
DE75 7EG

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED CHARITABLE WITHIN DERBYSHIRE

Defined Area of Benefit:

DERBYSHIRE

Data Sources

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