Finance Score: -1
Governance Score: -8
Support Score: 4
  • Reasonable growth: +1
  • Multiple Deficits: -2
  • No PartB
  • 2 Trustees: -2
  • Narrow trustee age band: -2
  • All male board: -3
  • Grant maker support: +4
Overall GiG Score: -5 ?

AGE UK HEREFORD AND LOCALITIES 

Operating in Herefordshire . We deliver services that enable older people to remain independent and in their own homes. For example: Day Opportunities, Rural Men's Club, Coffee Mornings and Lunch Clubs, Information, Advice and Advocacy, Footcare Service, Reaching You Home Visiting Service, Reaching You Help at Home Service.
Analysis by Giving is Great

Positives:

  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

  • There are only 2 trustees
  • The Board is completely male
  • The Board has little diversity in terms of age

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • On several occasions in recent years income has been less than spending

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*£231£336£-105n/an/an/an/an/a25
31/03/22£154£227£-73n/an/an/an/an/a20
31/03/21£206£167£39n/an/an/an/an/a31
31/03/20£167£168£0n/an/an/an/an/a85
31/03/19£206£190£16n/an/an/an/an/a84
31/03/18£259£203£56£0£0£0n/a00
31/03/17£276£283£-7£0£0£0n/a00
31/03/16£334£406£-72£0£0£0n/a00
31/03/15£512£511£1£12£250£922.2130
31/03/14£543£611£-68£6£249£571.1180
31/03/13£648£666£-19£11£317£1122210
31/03/12*£789£745£44£10£336£891.4220
31/03/11*£782£721£61£13£292£300.5230
31/03/10*£378£357£21£0£0£0n/a00
31/03/09*£373£386£-13£0£0£0n/a00
31/03/08£348£354£-7£0£0£0n/a00
31/03/07£353£380£-27£0£0£0n/a00
31/03/06£371£377£-6£0£0£0n/a00
31/03/05£372£394£-22£0£0£0n/a00
31/03/04*£332£342£-10£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 22 years

www.ageukhl.org.uk/herefordandlocalities

contact@ageukhl.org

0333 0066 299

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
  • General Charitable Purposes
  • Other Charitable Purposes
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Other individual and family services
How it operates
  • Other charitable activities
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Herefordshire,
Who it helps
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities
  • The General Public/Mankind
Who works here?
  • Unknown number of employees
  • 25 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.

Specific Donations
Amount When
Months
To be used for
Herefordshire Community Foundation - Rural Befriending Project
£9,915 27/06/2023
Grant to Age UK Hereford and Localities
National Lottery Community Fund - Rural Befriending Support
£9,986 28/03/2023
The funding will be used to recruit and train 20 support volunteers to deliver Befriending Services across most rural areas of the country. They will support older people over the age of 60 including ....more
Herefordshire Community Foundation - Sheds Together
£9,883 05/07/2022
Grant to Age UK Hereford and Localities
National Lottery Community Fund - AgeUK Hereford & Localities Footcare Administrator
£9,535 30/09/2021
The funding will be used to run a foot care service for older people. The project aims to improve people's mobility to enhance their physical and mental wellbeing.
Herefordshire Community Foundation - Grant to Age UK Hereford and Localities
£5,000 06/05/2020
additional cost of delivering services remotely
Henry Smith Charity - Grant to Age UK Hereford and Localities
£52,000 12/06/2014
36
towards three years' continuation funding of the running costs of a project providing an information and advice service to older people across Herefordshire
National Lottery Community Fund - Connecting older people across Herefordshire with essential info & support
£10,000 01/09/2011
12
This is a project by a charity in Hereford, serving Herefordshire. The group will use the funding to provide a single number phone system and single IT system to replace the existing services from ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (2)
Current Trustees appointed
Gender Split

Age Range of Trustees: 68-75
  • ADRIAN AUER Appointed: 2021, Occupation: Retired Company Director
Legal constitution
  • Charitable company registered in England & Wales on 22/08/2002, number: 1093512
  • Registered at Companies House on 14/03/2002, number: 04394760
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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; AR23: 69 days late, AR12: 1 days late, AR11: 1 days late, AR10: 2 days late, AR09: 95 days late, AR04: 1 days late,
Main office

Unit 10
Northern Lights Business Park
Clinton Road
LEOMINSTER
Herefordshire
HR6 0SW

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:

LEOMINSTER AND DISTRICT

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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