Finance Score: 6

Governance Score: 0

Support Score: 6

Good reserves management: +3
Fundraising costs low: +3

Grant maker support: +6

Overall GiG Score: 12

AGE UK SHROPSHIRE TELFORD & WREKIN

Providing services of a practical nature such as help in the home, gardening, diy, social day centres, pub lunch clubs, advice and information, advocacy, befriending, dementia drop in and respite services and living well activities.Campaigning on issues which affect older people locally and nationally.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government

Established: 22 years

www.ageukshropshireandtelford.org.uk

enquiries@ageukstw.org.uk

01743 233123

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		£2,869	£3,059	£-190	£158	£1,739	£1,394	5.5	193	420
31/03/22		£2,812	£2,776	£36	£132	£1,509	£1,096	4.7	234	716
31/03/21		£2,797	£2,618	£179	£186	£1,354	£983	4.5	83	600
31/03/20		£2,694	£2,670	£25	£243	£994	£695	3.1	250	800
31/03/19		£2,645	£2,356	£289	£74	£1,120	£842	4.3	248	843
31/03/18		£2,477	£2,293	£184	£172	£873	£645	3.4	249	0
31/03/17		£2,361	£2,227	£134	£135	£618	£370	2	226	0
31/03/16		£2,323	£2,202	£122	£143	£795	£546	3	235	0
31/03/15		£2,053	£2,219	£-167	£103	£684	£435	2.4	80	0
31/03/14		£2,084	£2,018	£66	£97	£826	£470	2.8	75	0
31/03/13		£1,818	£1,829	£-11	£77	£757	£403	2.6	70	0
31/03/12		£1,795	£1,721	£75	£62	£742	£428	3	64	0
31/03/11		£1,633	£1,594	£39	£44	£668	£188	1.4	62	0
31/03/10		£1,597	£1,611	£-14	£36	£714	£369	2.7	62	0
31/03/09		£1,820	£1,635	£185	£61	£686	£341	2.5	66	0
31/03/08		£1,512	£1,556	£-44	£80	£560	£308	2.4	62	0
31/03/07	*	£1,486	£1,539	£-53	£65	£623	£383	3	63	0
31/03/06		£1,474	£1,436	£38	£0	£0	£0	n/a	0	0
31/03/05		£1,381	£1,317	£64	£0	£0	£0	n/a	0	0
31/03/04		£1,075	£1,022	£53	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.8%
Fundraising Costs/Total Spending: 5.2%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 9%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 5.5 months
Net Current Assets/Spending: 5 months
Quick Ratio: 7.3

Asset Split ?

Listed activities

Disability
General Charitable Purposes
Recreation
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Shropshire, Telford & Wrekin,

Who it helps

Elderly/Old People

Who works here?

193 employees
420 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

Masonic Trust	£60,000
Ministry of Defence	£20,000
Dunhill Medical Trust	£10,800
Co-Operative Group	£4,099

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Age UK Shropshire Telford & Wrekin
£1,436	22/10/2022	We would like to post monthly activity packs to lonely older people, those living with dementia and their carers. This encourages shared activities to enhance mental health and wellbeing.
Dunhill Medical Trust - Strategic fundraising support
£10,800	21/01/2022 12	2021-22 Capabiltiy development scheme
Co-Operative Group - Grant to Age UK Shropshire Telford & Wrekin
£2,663	24/10/2020	We would like to create a resource library for use by older people in our communities at day centres and dementia support groups.
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
Masonic Trust - MCF Large Grant
£60,000	10/02/2020	Grant to fund a community based project providing facilitated support for older people to access wellbeing activities across Shropshire.
Dunhill Medical Trust - The Friendship and Wellbeing Service
£60,514	06/12/2016 36	This project will bring together Age UK Shropshire's ageing well and friendship services to allow them to maximise the range of opportunities they can offer older people to develop meaningful contact

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-76

ANNE WIGNALL Appointed: 2011, Occupation: Teacher

DAVID ALAN BELL Appointed: 2013, Occupation: Retired, Other trusteeship: A4U,

DAVID JOHN ROBSON Appointed: 2020, Occupation: Retired

EMMA DICKENSON Appointed: 2018, Occupation: Finance Manager

GURBAX JULIE KAUR Appointed: 2020, Occupation: Retailer

NATALIE HEADLEY Appointed: 2021, Occupation: Youth Support Worker, Other trusteeships: HADLEY OLD PEOPLESREST ROOM COMMITTEE, TELFORD AFRICAN & AFRO-CARIBBEAN RESOURCE CENTRE (TAARC),

NICOLA CROSBY Appointed: 2022, Occupation: Retired

SUSAN ROBSON (Chair) Appointed: 2013, Occupation: Retired

ZARA OLIVER Appointed: 2019, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 06/02/2002, number: 1090445
Registered at Companies House on 24/09/2001, number: 04292896

Gift Aid

Registered with HMRC for Gift Aid

Event History

26/02/2016 - Asset transfer in from AGE CONCERN WREKIN
17/05/2021 - Asset transfer in from SHAWBURY AND DISTRICT DAY CENTRE
07/03/2022 - Asset transfer in from REA VALLEY
05/12/2022 - Asset transfer in from CASTLEFIELDS CENTRE
19/12/2022 - Asset transfer in from BRIDGNORTH OLD PEOPLE'S WELFARE AND GOOD NEIGHBOURS ASSOCIATION
23/08/2023 - Asset transfer in from WELLINGTON COTTAGE CARE TRUST
04/09/2023 - Asset transfer in from AGE CONCERN MUCH WENLOCK DAY CENTRE

Policies in force

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

Filing Record

20 returns made; AR07: 2 days late,

Recent reorganisation events:

Asset transfer in from SHAWBURY AND DISTRICT DAY CENTRE on 17/05/2021
Asset transfer in from REA VALLEY on 07/03/2022
Asset transfer in from CASTLEFIELDS CENTRE on 05/12/2022
Asset transfer in from BRIDGNORTH OLD PEOPLE'S WELFARE AND GOOD NEIGHBOURS ASSOCIATION on 19/12/2022

....more

Main office

Age Uk Shropshire Telford & Wrekin
Bellstone
SHREWSBURY
SY1 1HX

Objectives

THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED AND TO WHICH IT IS SPECIFICALLY RESTRICTED ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE IN AND AROUND THE CEREMONIAL COUNTY OF SHROPSHIRE 1.1. PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE; 1.2. ADVANCING EDUCATION FOR OLDER PEOPLE; 1.3. PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL); 1.4. PROMOTING EQUALITY AND DIVERSITY IN RELATION TO OLDER PEOPLE; 1.5. PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS; 1.6. ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND 1.7. SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF PRINCIPALLY BUT NOT EXCLUSIVELY OLDER PEOPLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE, THE OUTCOME OF THESE PURPOSES BEING THE PROMOTION OF WELL-BEING OF OLDER PEOPLE.

Defined Area of Benefit:

THE COUNTY OF SHROPSHIRE AND THE UNITARY AUTHORITY OF TELFORD AND WREKIN

Data Sources