Finance Score: -4

Governance Score: 9

Support Score: 3

Poor Liquidity: -1
Spending declining: -1
Multiple Deficits and declines: -5
Fundraising costs low: +3

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

Grant maker support: +3

Overall GiG Score: 8

AGE UK STAFFORDSHIRE

Delivering services tailored to the needs and preferences of older people.Representing the interests of older people and tackling ageism and discrimination through public education and campaigning.Identifying emerging needs and best practice through research. Working with others in partnership and in a spirit of co-operation to achieve the best deal for older people.

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 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 appears to have been slender at the latest year end
Spending is declining
Income has been volatile and on several occasions in recent years less than spending

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	*	£1,739	£1,869	£-130	£130	£192	£155	1	132	46
31/03/22		£1,772	£1,979	£-208	£116	£322	£289	1.8	143	29
31/03/21		£2,005	£1,890	£115	£69	£530	£485	3.1	135	25
31/03/20		£2,309	£2,448	£-139	£69	£415	£396	1.9	188	25
31/03/19		£2,681	£2,894	£-212	£43	£554	£492	2	184	350
31/03/18		£2,169	£2,248	£-79	£45	£767	£594	3.2	185	0
31/03/17		£2,406	£2,244	£162	£150	£845	£678	3.6	154	0
31/03/16		£2,214	£2,186	£28	£129	£683	£675	3.7	154	0
31/03/15		£2,157	£2,029	£128	£188	£655	£650	3.8	91	0
31/03/14		£1,994	£1,874	£119	£174	£527	£480	3.1	80	0
31/03/13		£1,936	£2,173	£-237	£311	£408	£324	1.8	192	0
31/03/12		£2,344	£2,240	£104	£287	£694	£660	3.5	192	0
31/03/11		£2,669	£2,662	£7	£346	£590	£560	2.5	190	0
31/03/10	*	£2,460	£2,453	£7	£279	£584	£541	2.6	117	0
31/03/09		£2,374	£2,327	£47	£218	£577	£545	2.8	102	0
31/03/08		£2,414	£2,392	£22	£352	£530	£516	2.6	102	0
31/03/07	*	£2,374	£2,427	£-53	£406	£508	£478	2.4	110	0
31/03/06	*	£2,327	£2,147	£180	£0	£0	£0	n/a	0	0
31/03/05		£2,163	£1,973	£189	£0	£0	£0	n/a	0	0
31/03/04		£1,533	£1,578	£-45	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 8.4%
Fundraising Costs/Total Spending: 7%
Highest pay band: Less than £60,000
Liabilities/Assets: 74%
Liabilities/Income: 31%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 1 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0

Asset Split ?

Established: 26 years

www.ageuk.org.uk/staffordshire

info@ageukstaffordshire.org.uk

01785 788477

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services
Sponsors or undertakes research

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
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£19,989	15/05/2020	to provide immediate support for vulnerable veterans with reduced social contact
Department for Transport - Bus Service Operators Grant Eng Comm Transport 20/21
£2,734	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
£2,632	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.
Garfield Weston Foundation - Main Grants award
£25,000	05/03/2018	Positive Steps
National Lottery Community Fund - Children Matter - Learning Together
£389,152	27/07/2016 36	This is a continuation and expansion of an existing project that aims to recruit older people, aged over 50, to volunteer with children aged 4-11 in primary schools. The project enables volunteers to ....more This is a continuation and expansion of an existing project that aims to recruit older people, aged over 50, to volunteer with children aged 4-11 in primary schools. The project enables volunteers to engage with their local communities and schools, reduce social isolation and loneliness, boost confidence and self-esteem and provide older role-models for children. The project will be delivered by Age UK South Staffordshire in partnership with Age UK North Staffordshire and Entrust.
National Lottery Community Fund - Positive Steps
£175,853	23/02/2015 36	Not Available
National Lottery Community Fund - Children Matter
£273,343	13/04/2011 60	The aim of the project is to engage older people (aged 50+) in intergenerational voluntary work with children aged 0-11 years in primary schools and pre-schools to boost educational attainment, ....more The aim of the project is to engage older people (aged 50+) in intergenerational voluntary work with children aged 0-11 years in primary schools and pre-schools to boost educational attainment, confidence and self-esteem. The older volunteers benefit from playing a useful role in their local community, staying active, maintaining their self worth and mental and physical well being. The children benefit from having an older role model and more one to one help with reading or maths, and general life skills.
National Lottery Community Fund - Time Together
£140,189	08/03/2011 48	This is the development of a pilot project that runs grandparents and toddler groups in South Staffordshire. It provides peer support for grandparents, who may be isolated or unemployed, who look ....more This is the development of a pilot project that runs grandparents and toddler groups in South Staffordshire. It provides peer support for grandparents, who may be isolated or unemployed, who look after their grandchildren full-time or while the children's parents are at work. And it provides social activities for the children. Volunteers will plan weekly activities and lead the sessions which will include activities for babies, movement, music and games such as hide and seek and arts and crafts._x000B_

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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: 42-66

BEN ODAMS Appointed: 2021

DAVID NEWPORT Appointed: 2022, Occupation: Accountant

GREG RICHARDS Appointed: 2021

NEIL DAVIES Appointed: 2021, Occupation: Gp Practice Manager

PROF NACHIAPPAN CHOCKALINGAM Appointed: 2018, Occupation: Professor

SANDRA DANIELS Appointed: 2021, Occupation: Retired Health Professional

SUSAN KATHRYN FISHER Appointed: 2018, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 15/07/1998, number: 1070553
Registered at Companies House on 16/06/1998, number: 03582208

Gift Aid

Registered with HMRC for Gift Aid

Event History

17/10/2020 - Asset transfer in from AGE UK BURTON-ON-TRENT
17/10/2020 - Asset transfer in from AGE UK NORTH STAFFORDSHIRE

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; AR23: 130 days late, AR10: 13 days late, AR07: 1 days late, AR06: 1 days late,

Recent reorganisation events:

Asset transfer in from AGE UK BURTON-ON-TRENT on 17/10/2020
Asset transfer in from AGE UK NORTH STAFFORDSHIRE on 17/10/2020

Main office

Age UK Staffordshire
Haling Dene Centre
Cannock Road
Penkridge
Stafford
ST19 5DT

Objectives

TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE WITHIN THE AREA OF BENEFIT:PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;ADVANCING EDUCATION;PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL);PROMOTING EQUALITY AND DIVERSITY;ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL HEALTH, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; ANDSUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE CHARITY TRUSTEES FROM TIME TO TIME DECIDETHE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL BEING OF OLDER PEOPLE

Defined Area of Benefit:

SOUTH STAFFORDSHIRE

Data Sources