Finance Score: 6

Governance Score: 6

Support Score: 0

Liabilities <10%: +3
Fundraising costs low: +3

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 12

AGE UK CANTERBURY

General Charitable Purposes

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Established: 21 years

www.ageuk.org.uk/canterbury

info@ageukcanterbury.org.uk

01227462368

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	£954	£997	£-42	£46	£953	£885	10.7	25	90
31/03/22	£892	£855	£37	£25	£995	£990	13.9	23	44
31/03/21	£1,040	£931	£109	£8	£959	£939	12.1	34	0
31/03/20	£998	£949	£49	£42	£850	£844	10.7	35	96
31/03/19	£827	£852	£-24	£37	£801	£798	11.2	35	0
31/03/18	£762	£776	£-14	£35	£825	£822	12.7	33	0
31/03/17	£796	£854	£-58	£41	£840	£830	11.7	34	0
31/03/16	£843	£728	£115	£35	£898	£887	14.6	24	0
31/03/15	£674	£664	£10	£45	£783	£769	13.9	24	0
31/03/14	£613	£586	£27	£47	£773	£761	15.6	23	0
31/03/13	£558	£521	£37	£43	£745	£710	16.3	22	0
31/03/12	£528	£483	£45	£42	£708	£668	16.6	21	0
31/03/11	£488	£460	£28	£0	£0	£0	n/a	0	0
31/03/10	£478	£462	£16	£0	£0	£0	n/a	0	0
31/03/09	£466	£415	£51	£0	£0	£0	n/a	0	0
31/03/08	£398	£359	£39	£0	£0	£0	n/a	0	0
31/03/07	£360	£346	£14	£0	£0	£0	n/a	0	0
31/03/06	£405	£295	£110	£0	£0	£0	n/a	0	0
31/03/05	£272	£241	£31	£0	£0	£0	n/a	0	0
31/03/04	£287	£199	£88	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.4%
Fundraising Costs/Total Spending: 4.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 8%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 10.7 months
Net Current Assets/Spending: 9 months
Quick Ratio: 3.1

Asset Split ?

Listed activities

General Charitable Purposes

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Kent,

Who it helps

Elderly/Old People

Who works here?

25 employees
90 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
Dunhill Medical Trust - Funding for a Community Support Connector
£67,400	06/12/2016 24	The Community Support Connector will offer the support that older people may need to make life choices and changes

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-74

ANTHONY ULLMAN Appointed: 2021, Occupation: Non-Executive Director

DAVID JOHN BAXTER Appointed: 2009, Occupation: Retired, Other trusteeship: CANTERBURY UMBRELLA,

DR JULIE MACINNES Appointed: 2020, Occupation: University Research Fellow

ELIZABETH FROST Appointed: 2022, Occupation: Bank Manager

SANDRA WORTH Appointed: 2021, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 29/10/2002, number: 1094385
Registered at Companies House on 15/08/2002, number: 04511978

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment 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
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

Castle Row
Canterbury
Kent
CT1 2QY

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 CANTERBURY

Defined Area of Benefit:

IN AND AROUND CANTERBURY

Data Sources