Finance Score: 0

Governance Score: 6

Support Score: 7

Volatile income: -3
Fundraising costs low: +3

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

Grant maker support: +7

Overall GiG Score: 13

AGE CONCERN HEREFORDSHIRE & WORCESTERSHIRE

We offer care services, information, wellbeing and active ageing opportunities for people aged 50 plus. We also support other groups working with older people, and we offer training for professionals. We raise issues of concern for older people, work with local media, contribute to campaigns and sit on advisory groups and statutory agency advisory bodies.

Analysis by Giving is Great

Positives:

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 dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Income has been volatile recently

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		£1,566	£1,720	£-154	£0	£812	£626	4.4	120	150
31/03/22		£1,448	£1,474	£-25	£0	£657	£612	5	112	100
31/03/21		£1,686	£1,459	£227	£0	£682	£632	5.2	127	25
31/03/20		£2,186	£2,263	£-77	£10	£456	£402	2.1	148	200
31/03/19		£2,232	£1,985	£248	£1	£533	£474	2.9	117	326
31/03/18		£1,807	£1,679	£127	£65	£285	£239	1.7	90	0
31/03/17		£1,607	£1,616	£-9	£52	£158	£121	0.9	91	0
31/03/16	*	£1,681	£1,627	£54	£53	£166	£141	1	90	0
31/03/15		£1,603	£1,682	£-80	£91	£112	£82	0.6	15	0
31/03/14		£1,575	£1,781	£-206	£72	£191	£54	0.4	10	0
31/03/13		£1,539	£1,555	£-16	£63	£398	£292	2.3	10	0
31/03/12		£1,551	£1,457	£94	£63	£414	£239	2	9	0
31/03/11	*	£1,413	£1,394	£19	£82	£319	£140	1.2	18	0
31/03/10		£1,299	£1,336	£-37	£85	£300	£153	1.4	54	0
31/03/09		£947	£931	£15	£52	£337	£169	2.2	50	0
31/03/08		£799	£812	£-13	£12	£322	£148	2.2	45	0
31/03/07		£652	£635	£18	£9	£335	£141	2.7	35	0
31/03/06		£602	£528	£75	£0	£0	£0	n/a	0	0
31/03/05		£621	£492	£129	£0	£0	£0	n/a	0	0
31/03/04		£460	£485	£-25	£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: 5%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 24%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 77%
Reserves/Spending: 4.4 months
Net Current Assets/Spending: 5 months
Quick Ratio: 2.7

Asset Split ?

Established: 24 years

www.ageukhw.org.uk

ceo@ageukhw.org.uk

01905740950

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Services for the elderly

How it operates

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

Where it operates

Herefordshire, Worcestershire,

Who it helps

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

Who works here?

120 employees
150 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

Ministry of Defence	£87,576
DCMS	£29,112
National Lottery Community Fund	£26,395
Herefordshire Community Foundation	£5,505

Specific Donations

Amount	When Months	To be used for
Herefordshire Community Foundation - Ledbury Walk and Talk
£505	20/11/2023	Ledbury Walk & Talk are a social group meeting for light exercise and social interaction. They've built a strong community group, looking to grow this within the local community.
Ministry of Defence - Covenant Fund
£49,830	03/09/2021	For existing charitable projects to help charities to sustain activities and services that people from Armed Forces communities use and value.
National Lottery Community Fund - Volunteer Support Project
£9,812	02/07/2021	The funding will be used to employ a project officer to deliver support for volunteers at the organisation. The project aims to provide training that will equip volunteers to support older people in ....more The funding will be used to employ a project officer to deliver support for volunteers at the organisation. The project aims to provide training that will equip volunteers to support older people in their local community.
Ministry of Defence - Covenant Fund
£18,187	12/02/2021	For community projects that reduce isolation and promote integration
DCMS - Coronavirus Community Support Fund
£29,112	05/08/2020	"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 - Age UK Herefordshire & Worcestershire Covid-19 Support
£9,804	29/05/2020 6	The funding will be used to employ a part time adviser to deal with the increased number of calls from residents many living in isolated rural areas who need additional help due to the COVID-19 ....more The funding will be used to employ a part time adviser to deal with the increased number of calls from residents many living in isolated rural areas who need additional help due to the COVID-19 crisis. The services offer support with finances help with groceries prescriptions and telephone befriending. The project aims to give people support and help to reduce fear and isolation and improve well-being during lockdown.
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£19,559	15/05/2020	to provide immediate support for vulnerable veterans with reduced social contact
Herefordshire Community Foundation - Grant to Age UK Herefordsire & Worcestershire (Ross office)
£5,000	04/05/2020	additional costs of delivering services remotely
National Lottery Community Fund - Age UK Herefordshire & Worcestershire free LGBT+ Training
£6,779	04/03/2020 12	The funding will be used to run equality and diversity LGBT awareness courses to residential care and nursing homes. The project aims to enable a greater understanding of issues faced by older people ....more The funding will be used to run equality and diversity LGBT awareness courses to residential care and nursing homes. The project aims to enable a greater understanding of issues faced by older people from this community and improve support.
National Lottery Community Fund - Keep In Touch
£12,086	02/06/2016 12	Keep In Touch

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 33-75

CRAIG GUTHRIE (Chair) Appointed: 2023, Occupation: Consultant

DARREN KANGURS Appointed: 2023

IAIN BALCHIN Appointed: 2022, Occupation: Chief Financial Officer

JOHN BATEMAN Appointed: 2023, Occupation: Retired

MICHELLE WORTHING Appointed: 2022, Occupation: Civil Servant

BRIAN O'CONNELL Appointed: 2021, Occupation: Solicitor, Other trusteeship: THE FOSTER CARE CHARITY,

CHARLOTTE MARIE GRANBY Appointed: 2018, Occupation: Civil Servant

ROBERT MITCHELL RANKIN Appointed: 2015, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 03/05/2000, number: 1080545
Registered at Companies House on 07/03/2000, number: 03942023

Gift Aid

Registered with HMRC for Gift Aid

Event History

14/09/2021 - Asset transfer in from AGE CONCERN DROITWICH SPA AND DISTRICT
21/03/2023 - Asset transfer in from DROITWICH SPA MEETING CENTRE

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR16: 0 days late, AR11: 1 days late,

Recent reorganisation events:

Asset transfer in from AGE CONCERN DROITWICH SPA AND DISTRICT on 14/09/2021
Asset transfer in from DROITWICH SPA MEETING CENTRE on 21/03/2023

Main office

AGE UK HEREFORDSHIRE
& WORCESTERSHIRE
MALVERN GATE
BROMWICH ROAD
WORCESTER
WR2 4BN

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND THE COUNTIES OF HEREFORDSHIRE AND WORCESTERSHIRE.

Defined Area of Benefit:

HEREFORDSHIRE AND WORCESTERSHIRE.

Data Sources