Finance Score: 3

Governance Score: 6

Support Score: 10

Good reserves management: +3
Strong growth: +2
Multiple Deficits: -2

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

Grant maker support: +10

Overall GiG Score: 19

AGE UK LINCOLN AND SOUTH LINCOLNSHIRE

Age UK Lincoln & South Lincolnshire has 5 key functions - to undertake research into the needs of older people and to develop innovative services; raise awareness of older peoples' issues and campaign on their behalf; provide information and advocacy, provide a range of other community services that promotes health and wellbeing, independence and choice; promote volunteering opportunities.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There has been strong growth in spending over the last 5 years
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:

On several occasions in recent years income has been less than spending

Established: 24 years

https://www.ageuk.org.uk/lincolnsouthlincolns

wendy.smathers@ageuklsl.org.uk

03455 564144

Charity Commission for England and Wales

Tweets

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		£5,952	£5,779	£174	£0	£3,269	£3,050	6.3	389	169
31/03/22		£6,107	£5,570	£537	£53	£3,122	£2,901	6.2	475	275
31/03/21		£4,085	£3,538	£547	£59	£2,585	£1,852	6.3	272	225
31/03/20		£3,221	£3,555	£-335	£119	£2,038	£1,782	6	257	193
31/03/19		£3,043	£3,265	£-223	£193	£2,397	£2,144	7.9	242	155
31/03/18		£3,674	£3,418	£256	£44	£2,602	£2,371	8.3	252	0
31/03/17		£3,715	£3,511	£204	£0	£2,346	£2,113	7.2	146	0
31/03/16		£4,084	£3,613	£471	£0	£2,142	£1,905	6.3	138	0
31/03/15		£4,011	£3,495	£517	£23	£1,669	£1,399	4.8	144	0
31/03/14		£2,611	£2,536	£75	£29	£1,319	£1,054	5	104	0
31/03/13	*	£2,375	£2,450	£-74	£34	£1,244	£1,178	5.8	108	0
31/03/12		£2,130	£2,132	£-2	£29	£1,281	£1,201	6.8	100	0
31/03/11		£1,593	£1,620	£-27	£67	£1,283	£1,198	8.9	96	0
31/03/10		£1,715	£1,696	£19	£39	£1,310	£1,234	8.7	99	0
31/03/09		£1,778	£1,494	£284	£38	£1,270	£1,167	9.4	90	0
31/03/08	*	£1,339	£1,322	£17	£15	£1,097	£1,017	9.2	90	0
31/03/07		£1,370	£1,263	£106	£27	£1,082	£978	9.3	85	0
31/03/06	*	£1,234	£1,218	£16	£0	£0	£0	n/a	0	0
31/03/05		£1,148	£1,159	£-11	£0	£0	£0	n/a	0	0
31/03/04		£1,115	£1,126	£-10	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 17%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 6.3 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.9

Asset Split ?

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Lincolnshire,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

389 employees
169 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

DCMS	£92,835
Masonic Trust	£59,575
Dunhill Medical Trust	£39,896
Ministry of Defence	£30,000

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Large Grant
£59,575	17/05/2023	Development of the befriending service for isolated and lonely people aged 50+ in South Lincolnshire.
Ministry of Defence - Covenant Fund
£10,000	14/08/2020	Small grants of up to £10,000 towards creative and engaging projects, that can be delivered under social restrictions, for people from Armed Forces communities who are isolated as a result of the ....more Small grants of up to £10,000 towards creative and engaging projects, that can be delivered under social restrictions, for people from Armed Forces communities who are isolated as a result of the Covid-19 pandemic.
DCMS - Coronavirus Community Support Fund
£92,835	18/06/2020	"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."
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£20,000	15/05/2020	to provide immediate support for vulnerable veterans with reduced social contact
Dunhill Medical Trust - Lift replacement for activity centre
£39,896	27/06/2019 12	Building grant: to replace lift in City Centre Activity Centre. Many older people who visit the centre are unable to use the stairs and therefore access the activities on offer. The Centre brings ....more Building grant: to replace lift in City Centre Activity Centre. Many older people who visit the centre are unable to use the stairs and therefore access the activities on offer. The Centre brings older people, many of whom are isolated, together offering them a place to socialise, enjoy home cooked food, keep fit, be creative and maintain a sense of independence.
National Lottery Community Fund - Creating Connections
£100,000	19/02/2019 36	This organisation will use the funding to replicate their existing successful service for older people at their Lincoln activity centre in Boston. Working with volunteers and Lincolnshire Housing ....more This organisation will use the funding to replicate their existing successful service for older people at their Lincoln activity centre in Boston. Working with volunteers and Lincolnshire Housing Partnership they will establish an activity centre providing friendship groups, seated exercise classes, scrabble club, sequence dancing and lunch clubs and telephone and face to face support. Social groups will also be established in the wider rural community to help those most at risk of isolation.

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: 40-75

CLIVE RONALD OXBY Appointed: 2017, Occupation: County Councillor, Other trusteeships: Pike and Eure and George Walker Educational Foundation, GARRETT'S CHARITY,

CAROL LIGGINS (Chair) Appointed: 2019, Occupation: Director Of Service Re-Design

KIRSTEEN REDMILE Appointed: 2019, Occupation: Lead Change Manager

LEANNE HOLMES Appointed: 2022, Occupation: Finance And Operations Director

LISA MILLINGTON Appointed: 2018, Occupation: Solicitor

ROBERT CASTLE Appointed: 2021, Occupation: Operational Manager, Other trusteeship: LINCOLN PELICAN TRUST LIMITED,

STEWART FEATHERBY Appointed: 2009, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 10/12/1999, number: 1078539
Registered at Companies House on 26/05/1999, number: 03777156

Gift Aid

Registered with HMRC for Gift Aid

Event History

05/07/2018 - Asset transfer in from AGE UK BOSTON AND SOUTH HOLLAND CIO
09/08/2022 - Asset transfer in from LINCS2ADVICE CIO
20/10/2023 - Asset transfer in from AGE CONCERN - SKELLINGTHORPE

Other Regulators

Care Quality Commission
Financial Conduct Authority

Policies in force

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

Filing Record

20 returns made; AR13: 1 days late, AR08: 4 days late, AR06: 74 days late,

Recent reorganisation events:

Asset transfer in from LINCS2ADVICE CIO on 09/08/2022
Asset transfer in from AGE CONCERN - SKELLINGTHORPE on 20/10/2023

Main office

Age UK Lincoln
36 Park Street
LINCOLN
LN1 1UQ

Objectives

THE CHARITY'S OBJECTS ARE TO STRIVE TO IMPROVE THE LIVES OF OLDER OR VULNERABLE PEOPLE IN LINCOLNSHIRE IN ANY MANNER DEEMED BY LAW TO BE CHARITABLE.

Defined Area of Benefit:

IN AND AROUND LINCOLN

Data Sources