Finance Score: 2

Governance Score: -3

Support Score: 4

Poor Liquidity: -1
Fundraising costs low: +3

All female board: -3

Grant maker support: +4

Overall GiG Score: 3

AGE CONCERN BEDFORDSHIRE

We provide a range of services to enable older people to make informed choices about their later lives. We deliver a range of services such as information and advice, practical help in and around the home, support for carers, telephone befriending, links with GPs, clubs and leisure information to around 170 groups. We work across the whole of Bedfordshire and Luton.

Analysis by Giving is Great

Positives:

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 unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

The Board is completely female

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

Established: 22 years

www.ageukbedfordshire.org.uk

karen.perry@ageukbedfordshire.org.uk

01234360510

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	£1,467	£1,563	£-96	£14	£174	£170	1.3	151	20
31/03/22	£1,369	£1,345	£24	£13	£270	£266	2.4	130	31
31/03/21	£1,324	£1,224	£100	£0	£246	£242	2.4	126	27
31/03/20	£1,190	£1,241	£-50	£13	£145	£141	1.4	135	31
31/03/19	£1,105	£1,193	£-87	£13	£196	£191	1.9	126	25
31/03/18	£1,110	£1,107	£3	£66	£283	£278	3	121	0
31/03/17	£1,199	£1,229	£-30	£74	£281	£275	2.7	129	0
31/03/16	£1,080	£1,176	£-96	£81	£311	£309	3.1	127	0
31/03/15	£1,071	£1,114	£-44	£134	£430	£428	4.6	50	0
31/03/14	£963	£1,019	£-55	£115	£474	£472	5.6	40	0
31/03/13	£980	£928	£52	£120	£530	£527	6.8	39	0
31/03/12	£998	£915	£83	£117	£478	£475	6.2	40	0
31/03/11	£978	£935	£42	£147	£395	£392	5	43	0
31/03/10	£877	£862	£15	£104	£311	£308	4.3	42	0
31/03/09	£793	£791	£2	£84	£297	£292	4.4	40	0
31/03/08	£754	£745	£9	£85	£294	£290	4.7	55	0
31/03/07	£744	£715	£29	£64	£285	£280	4.7	4	0
31/03/06	£703	£666	£36	£0	£0	£0	n/a	0	0
31/03/05	£663	£597	£66	£0	£0	£0	n/a	0	0
31/03/04	£542	£486	£56	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1%
Fundraising Costs/Total Spending: 0.9%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 40%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 1.3 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.9

Asset Split ?

Listed activities

General Charitable Purposes

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Bedford, Central Bedfordshire, Luton,

Who it helps

Elderly/Old People

Who works here?

151 employees
20 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	£19,218
Bedfordshire and Luton Community Foundation	£7,000
The Clothworkers Foundation	£5,000

Specific Donations

Amount	When Months	To be used for
Bedfordshire and Luton Community Foundation - Empower and Encourage Older People to Step Outside
£3,000	10/07/2020 3	Grant to Age UK Bedfordshire
The Clothworkers Foundation - Grant to Age UK Bedfordshire
£5,000	18/05/2020	COVID19 : purchase IT equipment for a charity that works with older individuals in Bedford
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£19,218	15/05/2020	to provide immediate support for vulnerable veterans with reduced social contact
Bedfordshire and Luton Community Foundation - Stream 1 - Delivery or Support Costs
£4,000	17/04/2020 4	Grant to Age UK Bedfordshire
Henry Smith Charity - Grant to Age UK Bedfordshire
£100,100	07/12/2017 36	towards three years' salary for a Manager of Information, Advice and Community Support Services and running costs of a project providing services to older people in Bedford

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 58-83

ANNE POWIS Appointed: 2017, Occupation: Retired

JANET WILKINS, Occupation: Retired R G O

SALLY SEARLE Appointed: 2011, Occupation: Accounts

WENDY ANNABEL DAVIS Appointed: 2017, Occupation: Pensions Manager

RITA BEAUMONT Appointed: 2011, Occupation: Hospice Volunteer Manager, Other trusteeship: SOROPTIMIST INTERNATIONAL OF GREAT BRITAIN AND IRELAND BENEVOLENT FUND,

Legal constitution

Charitable company registered in England & Wales on 12/02/2002, number: 1090535
Registered at Companies House on 15/02/2001, number: 04160627

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
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

Age UK
78 Bromham Road
BEDFORD
MK40 2QH

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 BEDFORDSHIRE.

Defined Area of Benefit:

IN AND AROUND BEDFORDSHIRE

Data Sources