Finance Score: -1

Governance Score: -8

Support Score: 3

Reasonable growth: +1
Multiple Deficits: -2
No PartB

2 Trustees: -2
Narrow trustee age band: -2
All male board: -3

Overall weighted support: +3

Overall GiG Score: -6

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:

Why are there only 2 trustees?
Why is the Board completely male?
The Board has little diversity in terms of age

Financial issues to consider:

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

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£231	£336	£-105	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£154	£227	£-73	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£206	£167	£39	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£167	£168	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£206	£190	£16	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£259	£203	£56	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£276	£283	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£334	£406	£-72	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£512	£511	£1	£12	£250	£92	2.2	13	0
31/03/14		£543	£611	£-68	£6	£249	£57	1.1	18	0
31/03/13		£648	£666	£-19	£11	£317	£112	2	21	0
31/03/12	*	£789	£745	£44	£10	£336	£89	1.4	22	0
31/03/11	*	£782	£721	£61	£13	£292	£30	0.5	23	0
31/03/10	*	£378	£357	£21	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09	*	£373	£386	£-13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£348	£354	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£353	£380	£-27	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£371	£377	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£372	£394	£-22	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£332	£342	£-10	n/a	n/a	n/a	n/a	n/a	n/a

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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 Wales

Listed activities

Education/Training
General Charitable Purposes
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Other welfare 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 supports them? ?

Donations from Grant Makers ?

We have details on the following 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 those living with dementia disabilities and ....more 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 those living with dementia disabilities and anxiety. The project will tackle feelings of loneliness and isolation with face-to-face support and respite for those caring for older people living with dementia enabling the group to develop a sustainable programme of support across the country and develop funding strategies to sustain the project after the initial 12 months.
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 across four previous branches. This will increase ....more 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 across four previous branches. This will increase the group's capacity to provide information, support and advice to older people and their carers across a wider range of this rural county.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (2)

Current Trustees appointed

Gender Split

Age Range of Trustees: 69-75

ADRIAN AUER Appointed: 2021, Occupation: Retired Company Director

DAVID HUNT Appointed: 2017, Occupation: Retired

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

25/08/2011 - Asset transfer in from AGE CONCERN HEREFORD CITY AND RURAL
25/08/2011 - Asset transfer in from AGE CONCERN BROMYARD AND DISTRICT LIMITED
25/08/2011 - Asset transfer in from AGE CONCERN LEDBURY & DISTRICT LIMITED

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

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