Finance Score: 1

Governance Score: 5

Support Score: 1

Liabilities <10%: +3
Deficit latest year: -2

Good trustee age range: +3
Dynamic board: +3
Mainly female board: -1

Grant maker support: +1

Overall GiG Score: 7

AGE UK TORBAY

The mission of the charity is to promote the well being of all older people and help make life a fulfilling and enjoyable experience.To achieve this in Torbay we undertake the following:Provide support to people through direct service provisionPromote positive attitudes to older people and ageingInfluence and develop public policies that affect older people.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent 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 dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board is predominantly female
Over half the Board have joined recently

Financial issues to consider:

Income was lower than spending in the latest year

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		£737	£845	£-108	£0	£566	£516	7.3	40	20
31/03/22		£741	£663	£77	£0	£674	£560	10.1	19	20
31/03/21		£695	£638	£56	£0	£597	£558	10.5	21	42
31/03/20		£736	£641	£95	£0	£541	£529	9.9	22	45
31/03/19		£607	£612	£-6	£0	£446	£446	8.7	23	47
31/03/18		£624	£654	£-30	£0	£451	£355	6.5	22	0
31/03/17		£605	£585	£20	£0	£482	£414	8.5	20	0
31/03/16		£483	£508	£-25	£0	£0	£0	n/a	0	0
31/03/15		£570	£496	£75	£27	£487	£487	11.8	6	0
31/03/14		£570	£496	£75	£27	£485	£485	11.7	13	0
31/03/13		£618	£599	£20	£34	£410	£379	7.6	13	0
31/03/12		£585	£557	£28	£46	£391	£366	7.9	13	0
31/03/11		£650	£628	£22	£77	£408	£371	7.1	15	0
31/03/10		£666	£645	£21	£55	£385	£341	6.3	17	0
31/03/09		£791	£753	£37	£88	£365	£322	5.1	20	0
31/03/08		£700	£684	£16	£78	£327	£289	5.1	19	0
31/03/07		£741	£692	£49	£113	£311	£268	4.7	20	0
31/03/06		£672	£630	£42	£0	£0	£0	n/a	0	0
31/03/05	*	£605	£539	£67	£0	£0	£0	n/a	0	0
31/03/04		£564	£374	£190	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 9%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 7.3 months
Net Current Assets/Spending: 6 months
Quick Ratio: 8.2

Asset Split ?

Established: 23 years

www.ageuktorbay.org.uk

helen@ageuktorbay.org.uk

01803555181

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 services

Where it operates

Torbay,

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
DCMS - Coronavirus Community Support Fund
£5,312	07/08/2020	"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."

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 30-74

CATHERINE PINNEGAR Appointed: 2023, Occupation: Solicitor

CHRISTINE BARNARD Appointed: 2024, Occupation: Retired

DREW PERRY Appointed: 2024, Occupation: Nhs

FAYE ROEBUCK (Chair) Appointed: 2017, Occupation: Office Manager

KEVIN SHAW Appointed: 2020, Occupation: Manager

SCARLETT BAKER Appointed: 2024, Occupation: Information Technology

Legal constitution

Charitable company registered in England & Wales on 24/01/2001, number: 1084684
Registered at Companies House on 03/08/2000, number: 04046684

Gift Aid

NOT 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; AR05: 1 days late,

Main office

12 DENDY ROAD
PAIGNTON
TQ4 5DB

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:

TORBAY

Data Sources