Finance Score: 0

Governance Score: 6

Support Score: 10

Low unrestricted reserves: -2
Spending falling: -1
but now stabilising: +1
Volatile income
spending growth: -1
Fundraising costs low: +3

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

Large volunteers +3
Grant maker support: +7

Overall GiG Score: 16

AGE CONCERN NORFOLK

Our mission is to support older people in Norfolk to enjoy the opportunities and meet the challenges of later life.Our vision is to ensure that older people live well in Norfolk

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile recently but spending has been maintained

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		£1,478	£1,193	£286	£1	£854	£111	1.1	49	257
31/03/22		£742	£878	£-136	£208	£568	£464	6.3	37	0
31/03/21		£1,200	£888	£312	£234	£704	£569	7.7	36	511
31/03/20		£1,125	£1,052	£73	£297	£392	£349	4	50	240
31/03/19?		£1,092	£1,149	£-57	£188	£318	£266	2.8	107	237
30/09/18?		£3,145	£4,150	£-1,005	£558	£376	£322	0.9	128	0
31/03/17		£2,715	£2,818	£-104	£404	£1,201	£918	3.9	139	0
31/03/16		£2,721	£2,934	£-214	£327	£1,472	£1,166	4.8	121	0
31/03/15		£3,075	£2,444	£631	£192	£1,484	£1,130	5.5	69	0
31/03/14	*	£3,267	£2,590	£678	£61	£856	£517	2.4	75	0
31/03/13		£3,097	£2,950	£147	£53	£129	£-256	-1	77	0
31/03/12		£2,871	£2,894	£-23	£62	£129	£-196	-0.8	87	0
31/03/11		£2,504	£2,506	£-2	£47	£391	£122	0.6	82	0
31/03/10		£2,850	£2,681	£170	£12	£-421	£-695	-3.1	89	0
31/03/09		£2,555	£2,686	£-132	£15	£287	£0	n/a	85	0
31/03/08		£2,819	£2,631	£188	£26	£892	£574	2.6	97	0
31/03/07		£2,494	£2,426	£68	£11	£698	£398	2	90	0
31/03/06		£1,623	£2,160	£-537	£0	£0	£0	n/a	0	0
31/03/05	*	£2,132	£1,933	£198	£0	£0	£0	n/a	0	0
31/03/04	*	£1,955	£1,959	£-4	£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: 22%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 13%
Reserves/Spending: 1.1 months
Net Current Assets/Spending: 9 months
Quick Ratio: 3.7

Asset Split ?

Established: 25 years

www.ageuk.org.uk/norfolk

accounts@ageuknorfolk.org.uk

01603787111

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Services for the elderly

How it operates

Makes Grants to Individuals
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Norfolk,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies

Who works here?

49 employees
257 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.

Specific Donations

Amount	When Months	To be used for
The Earl of Northampton's Charity - Grant to Age Concern Norfolk
£90,000	29/11/2023	Funding to support services for older people in Norfolk.
DCMS - Coronavirus Community Support Fund
£56,500	02/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
National Lottery Community Fund - Dementia Friendly Norfolk
£49,216	27/11/2014 12	Not Available

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 40-75

MERYL FRANCES SMITH Appointed: 2021, Occupation: Solicitor

RACHEL ANNIE BUXTON Appointed: 2021, Occupation: Partner At Hoveton Hall Estate

ANNI HARTLEY-WALDER Appointed: 2019, Occupation: Managing Director

DAVID STONEHOUSE Appointed: 2020, Occupation: Financial Consultant

GRAHAM ROBINSON Appointed: 2015, Occupation: Retired

ROY STANLEY DICKINSON Appointed: 2015, Occupation: Retired

STEPHEN DRAKE (Chair) Appointed: 2014, Occupation: Solicitor

SURJAIT MALHI SINGH Appointed: 2017, Occupation: Retired Hospital Doctor

Legal constitution

Charitable company registered in England & Wales on 20/08/1999, number: 1077097
Registered at Companies House on 07/06/1999, number: 03783205

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR14: 1 days late, AR05: 15 days late, AR04: 1 days late,

Main office

Henderson Business Centre
51 Ivy Road
Norwich
NR5 8BF

Objectives

The object for which the Charity is established is: - To promote the relief of older people in any manner which now or hereafter may be deemed by law to be charitable in and around the county of Norfolk.

Defined Area of Benefit:

COUNTY OF NORFOLK

Data Sources