Finance Score: 7

Governance Score: 9

Support Score: 4

Good reserves management: +3
Reasonable growth: +1
Fundraising costs low: +3

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

Grant maker support: +4

Overall GiG Score: 20

AGE UK RICHMOND UPON THAMES

To promote the rights and needs of older people in the Borough of Richmond upon ThamesTo provide services that appropriately meet the needs of older peopleTo research new needs and provide innovative ways of meeting themTo ensure that the new needs of older people are included in joint planning with statutory and other voluntary bodies

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There has been reasonable growth in spending over the last 3 years relative to the previous period
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 and dynamic in terms of composition

Established: 23 years

www.ageukrichmond.org.uk

info@ageukrichmond.org.uk

0208 878 3625

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	£2,098	£1,993	£105	£73	£722	£722	4.3	47	104
31/03/22	£1,927	£1,888	£39	£67	£617	£617	3.9	49	90
31/03/21	£1,975	£1,884	£90	£68	£578	£578	3.7	49	80
31/03/20	£1,675	£1,627	£48	£5	£488	£488	3.6	27	70
31/03/19	£1,323	£1,282	£41	£4	£441	£441	4.1	27	130
31/03/18	£1,288	£1,289	£-2	£10	£399	£393	3.7	26	0
31/03/17	£1,352	£1,357	£-6	£14	£401	£395	3.5	30	0
31/03/16	£1,352	£1,307	£46	£13	£407	£401	3.7	24	0
31/03/15	£1,279	£1,279	£0	£142	£361	£355	3.3	19	0
31/03/14	£1,083	£1,059	£24	£178	£361	£355	4	20	0
31/03/13	£1,026	£986	£39	£6	£337	£331	4	19	0
31/03/12	£876	£816	£60	£5	£297	£276	4.1	16	0
31/03/11	£925	£849	£77	£8	£237	£228	3.2	14	0
31/03/10	£862	£877	£-14	£9	£160	£160	2.2	17	0
31/03/09	£748	£828	£-81	£7	£175	£167	2.4	16	0
31/03/08	£751	£734	£17	£7	£255	£245	4	14	0
31/03/07	£677	£667	£10	£4	£238	£189	3.4	15	0
31/03/06	£661	£641	£20	£0	£0	£0	n/a	0	0
31/03/05	£636	£519	£117	£0	£0	£0	n/a	0	0
31/03/04	£465	£465	£0	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 3.6%
Fundraising Costs/Total Spending: 3.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 44%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 4.3 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.8

Asset Split ?

Listed activities

Disability
General Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Richmond Upon Thames,

Who it helps

Elderly/Old People

Who works here?

47 employees
104 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

City Bridge Trust	£101,750
DCMS	£9,900
Co-Operative Group	£3,467

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Age UK Richmond
£3,467	24/10/2020	It will provide regular, monthly trips and days out to enable older, isolated people to make new friends and be more socially included.
DCMS - Coronavirus Community Support Fund
£9,900	25/06/2020	"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."
City Bridge Trust - Grant to Age UK Richmond upon Thames
£21,000	05/06/2020	£21,000 to fund the essential and urgent costs outlined in the application, so that the organisation can carry on providing support to Londoners.
City Bridge Trust - Grant to Age UK Richmond Upon Thames
£80,750	12/11/2019 24	£80,750 over two years (£40,250; £40,500) towards the salary of a part-time Wellbeing Co-ordinator (3dpw) and related activity and support costs working with older isolated people.
Garfield Weston Foundation - Main Grants award
£20,000	19/02/2019	MANaging Your Spare Time Project
Co-Operative Group - Grant to Age UK Richmond upon Thames
£5,921	19/11/2018	We wish to offer a programme of outings for older people who live alone, have no family and are experiencing loneliness and/or isolation.
The Clothworkers Foundation - Grant to Age UK Richmond upon Thames
£10,000	24/10/2016	purchase of a van for a charity which works with elderly people in London
City Bridge Trust - Grant to Age UK Richmond Upon Thames
£102,000	22/09/2016 36	£102,000 over three years (£33,000; £34,000; £35,000) towards the salary of a part-time Community Services Co-ordinator (1dpw) and related activity and support costs for a project working with ....more £102,000 over three years (£33,000; £34,000; £35,000) towards the salary of a part-time Community Services Co-ordinator (1dpw) and related activity and support costs for a project working with isolated older people aged 75 plus.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 37-72

ALAN FRASER MCNAB Appointed: 2022, Occupation: Retired

CLARE DIXON Appointed: 2023, Occupation: Strategy Consultant

DAVID HAROLD KING Appointed: 2018, Occupation: Retired

DENISE MAHONEY Appointed: 2022, Occupation: Consultant

ELIZABETH BARAN Appointed: 2020, Occupation: Consultant

JUDITH RUTHERFORD Appointed: 2021, Occupation: Non Executive Director, Other trusteeship: Kingston Philharmonia,

KATE JAMES (Chair) Appointed: 2021, Occupation: Trustee

KIM FLITCROFT Appointed: 2020, Occupation: Film Maker

SANDRA ALDRIDGE Appointed: 2018, Occupation: Business Consultant

Legal constitution

Charitable company registered in England & Wales on 20/12/2000, number: 1084211
Registered at Companies House on 29/11/2000, number: 04116911

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
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; all on time

Main office

The White House Community Centre
45 The Avenue
Hampton
Richmond Upon Thames
TW12 3RN

Objectives

THE OBJECTS OF THE CHARITY ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE WITHIN THE AREA OF BENEFIT:3.1.1 PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;3.1.2 ADVANCING EDUCATION;3.1.3 PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL);3.1.4 PROMOTING EQUALITY AND DIVERSITY;3.1.5 PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS;3.1.6 ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND3.1.7 SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE CHARITY TRUSTEES FROM TIME TO TIME DECIDE;THE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL-BEING OF OLDER PEOPLE

Defined Area of Benefit:

IN AND AROUND THE LONDON BOROUGH OF RICHMOND UPON THAMES

Data Sources