Finance Score: 3

Governance Score: 6

Support Score: 8

Strong growth: +2
Multiple Deficits: -2
Fundraising costs low: +3

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

Grant maker support: +8

Overall GiG Score: 17

AGE UK WEST SUSSEX, BRIGHTON & HOVE

The charity runs Activity Centres, Community Clubs and activities, Information and Advice Services, including home visits and a money advice service; Help at Home Services; Home from Hospital Support, Hospital Take Home & Settle, and Relative Support services, Community Support projects, Social Prescribing, Wellbeing projects throughout West Sussex, and Carer Support Services.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 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:

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

Established: 23 years

www.ageuk.org.uk/westsussexbrightonhove

admin@ageukwestsussex.org.uk

01903731800

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	£4,399	£4,802	£-403	£1	£2,287	£2,207	5.5	160	250
31/03/22	£4,217	£4,499	£-282	£8	£2,690	£2,558	6.8	169	300
31/03/21	£3,819	£3,711	£108	£20	£2,968	£2,665	8.6	161	450
31/03/20	£4,613	£3,115	£1,498	£80	£2,860	£2,414	9.3	126	339
31/03/19	£2,906	£2,494	£412	£56	£1,352	£967	4.7	110	294
31/03/18	£2,232	£2,463	£-230	£57	£940	£675	3.3	104	0
31/03/17	£2,659	£2,337	£322	£58	£1,142	£751	3.9	100	0
31/03/16	£2,455	£2,170	£285	£54	£835	£552	3.1	96	0
31/03/15	£2,046	£2,073	£-27	£61	£524	£273	1.6	54	0
31/03/14	£1,921	£1,896	£26	£55	£570	£291	1.8	51	0
31/03/13	£1,970	£1,815	£156	£52	£530	£275	1.8	49	0
31/03/12	£1,765	£1,918	£-153	£50	£382	£240	1.5	53	0
31/03/11	£1,971	£2,223	£-251	£23	£538	£350	1.9	65	0
31/03/10	£1,573	£1,833	£-260	£31	£474	£340	2.2	52	0
31/03/09	£2,058	£1,724	£334	£22	£782	£255	1.8	44	0
31/03/08	£1,024	£860	£164	£16	£420	£233	3.2	22	0
31/03/07	£819	£685	£135	£15	£252	£150	2.6	19	0
31/03/06	£405	£406	£-1	£0	£0	£0	n/a	0	0
31/03/05	£317	£364	£-47	£0	£0	£0	n/a	0	0
31/03/04	£369	£317	£52	£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: 4%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 14%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 5.5 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.8

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Brighton And Hove, West Sussex,

Who it helps

Elderly/Old People
Other Defined Groups

Who works here?

160 employees
250 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	£99,090
Garfield Weston Foundation	£50,000
The Clothworkers Foundation	£30,000
Ministry of Defence	£20,000

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to AGE UK West Sussex, Brighton and Hove
£2,640	21/10/2023	We would like to run a new coffee and company group for older people in Haywards Heath. We will host a variety of activities including art, craft, film club, fish and chips nights, and much more.
Garfield Weston Foundation - Main Grants award
£50,000	17/08/2021	Laburnum Centre, Bognor Appeal
Sir Jules Thorn Charitable Trust - Age UK West Sussex - 12/07/21
£1,500	28/07/2021	Core Funding
The Clothworkers Foundation - Grant to Age UK West Sussex
£30,000	04/06/2021	refurbishment of building for a charity supporting older people in East Sussex
Sussex Community Foundation - Grant to Age UK West Sussex
£2,500	11/08/2020	Age UK West Sussex offers a free and confidential information and advice service for people over 50, their families and carers. Funding is for staff costs of their Covid 19 First Response Team, ....more Age UK West Sussex offers a free and confidential information and advice service for people over 50, their families and carers. Funding is for staff costs of their Covid 19 First Response Team, running a phone line giving advice, information, sign posting and referrals to other organisations. The follow up team provide a befriending service.
DCMS - Coronavirus Community Support Fund
£99,090	17/07/2020	"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
Sussex Community Foundation - Grant to Age Uk West Sussex
£94,854	03/08/2018	Funding was provided for refurbishment work to encourage new membership at the Laburnum Gym.
National Lottery Community Fund - Introducing Computing Skills for Older People
£10,000	27/07/2016 12	The organisation will use the funding to provide the IT resources they need to give members of the community, including older people and black and minority ethnic groups, skills and greater access to ....more The organisation will use the funding to provide the IT resources they need to give members of the community, including older people and black and minority ethnic groups, skills and greater access to use computing and IT equipment. This will provide the IT resources and media equipment to provide older people within the community with IT skills and access to community activities, this will reduce isolation and improve community engagement.

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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: 41-77

AMANDA JANE LATHAM Appointed: 2019, Occupation: Policy Leader

CAROLINE INSTANCE Appointed: 2020, Occupation: Non Executive Director

JOHN DOUGLAS DIXON (Chair) Appointed: 2011, Occupation: Social Care Director, Other trusteeship: THE ALDINGBOURNE TRUST,

LINDA GILLIAN DYOS Appointed: 2019, Occupation: Arts And Creative Industries Consultant

MAUREEN VALLON Appointed: 2020, Occupation: Retired

PAUL ALLEN Appointed: 2020, Occupation: Retired

PETER JAMES WORSTER Appointed: 2019, Occupation: Business Strategy And Marketing Specialist

PHILIP LANSBERRY Appointed: 2020, Occupation: Wealth Transition Advisor

SAM JONES Appointed: 2019, Occupation: Consultant

Legal constitution

Charitable company registered in England & Wales on 26/04/2001, number: 1086323
Registered at Companies House on 23/01/2001, number: 04146487

Gift Aid

Registered with HMRC for Gift Aid

Event History

03/12/2013 - Asset transfer in from FRIENDS OF THE TAMARISK CENTRE
02/02/2022 - Asset transfer in from AGE UK HORSHAM DISTRICT
05/04/2022 - Asset transfer in from AGE UK BRIGHTON & HOVE

Other Regulators

Financial Conduct Authority

Policies in force

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

Filing Record

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from AGE UK HORSHAM DISTRICT on 02/02/2022
Asset transfer in from AGE UK BRIGHTON & HOVE on 05/04/2022

Main office

The Laburnum Centre
Lyon Street
BOGNOR REGIS
West Sussex
PO21 1UX

Objectives

3. The Organisation is established : 3.1 To promote and develop services for older people in any manner which now or hereafter may be deemed by law to be charitable in and round West Sussex or such other areas as the trustees shall determine from time to time (for the avoidance of doubt this shall include the areas of Portslade, Brighton and Hove) (hereinafter called “the area of benefit”)3.2 To provide or assist in the provision of facilities in the interest of social welfare for recreation, community participation or other leisure time occupation of individuals who have use of such facilities by reason of their age, infirmity or disability, financial hardship or social circumstances with the object of improving conditions of life in the community at large.

Defined Area of Benefit:

WEST SUSSEX

Data Sources