Finance Score: -2

Governance Score: 9

Support Score: 4

Multiple Deficits: -2

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 11

AGE CONCERN GLOUCESTERSHIRE

The objectives of Age Concern Gloucestershire are to promote the well being of all older people and help make later life a fulfilling and enjoyable experience. The Charity delivers its charitable objectives through direct delivery using its own staff and volunteers.

Analysis by Giving is Great

Positives:

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 age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

On several occasions in recent years income has been less than spending

Established: 19 years

www.ageukgloucestershire.org.uk

enquiries@ageukgloucestershire.org.uk

01452422660

Charity Commission for England and Wales

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	£1,230	£1,238	£-8	£146	£847	£735	7.1	36	60
31/03/22	£816	£930	£-115	£139	£952	£930	12	32	40
31/03/21	£875	£829	£46	£95	£999	£928	13.4	28	50
31/03/20	£740	£909	£-169	£73	£781	£739	9.7	34	70
31/03/19	£841	£839	£2	£45	£1,084	£1,042	14.9	37	100
31/03/18	£1,146	£1,354	£-208	£74	£1,029	£1,013	9	85	0
31/03/17	£1,206	£1,367	£-161	£0	£1,257	£1,249	11	40	0
31/03/16	£1,346	£1,494	£-148	£72	£1,418	£1,400	11.2	54	0
31/03/15	£1,666	£1,701	£-35	£94	£1,617	£1,600	11.3	55	0
31/03/14	£1,579	£1,611	£-32	£107	£1,600	£774	5.8	58	0
31/03/13	£1,487	£1,554	£-67	£149	£1,562	£1,545	11.9	58	0
31/03/12	£1,047	£997	£51	£138	£1,507	£1,491	18	39	0
31/03/11	£821	£834	£-13	£82	£1,455	£1,438	20.7	35	0
31/03/10	£810	£1,026	£-216	£160	£1,410	£1,394	16.3	29	0
31/03/09	£786	£869	£-83	£188	£1,401	£1,374	19	34	0
31/03/08	£577	£764	£-187	£138	£1,524	£1,482	23.3	33	0
31/03/07	£548	£1,091	£-543	£282	£1,712	£1,645	18.1	33	0

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Financial Ratios

Fundraising Costs/Relevant Income: 12%
Fundraising Costs/Total Spending: 11.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 22%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 87%
Reserves/Spending: 7.1 months
Net Current Assets/Spending: 8 months
Quick Ratio: 3.4

Asset Split ?

Listed activities

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

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Gloucestershire,

Who it helps

Elderly/Old People

Who works here?

36 employees
60 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	£20,000
Esmee Fairbairn	£10,000
The Clothworkers Foundation	£4,150

Specific Donations

Amount	When Months	To be used for
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
The Clothworkers Foundation - Grant to Age Concern Gloucestershire
£4,150	06/05/2020	COVID19 : purchase IT equipment for a charity that supports older people in the community in Gloucestershire
Esmee Fairbairn - Grant to Age UK Gloucestershire
£10,000	05/05/2020 6	towards unrestricted costs as a COVID-19 Fast Response grant
Esmee Fairbairn - Grant to Age UK Gloucestershire
£60,000	27/11/2018 36	Towards the Community Activators, Community Conversers project - increasing conversations with older people in their neighbourhoods and establishing new well-being opportunities

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 36-69

AHMED-SAID HANSDOT Appointed: 2023, Occupation: Retired

HELEN BOWN Appointed: 2018, Occupation: Retired

HELEN GINMAN Appointed: 2023, Occupation: Charity Project Manager

IAN CROCOMBE Appointed: 2019, Occupation: Commercial Director

IAN POLLOCK DONALD Appointed: 2023, Occupation: Retired, Other trusteeship: HARNHILL CENTRE OF CHRISTIAN HEALING,

MARTIN JAMES Appointed: 2022, Occupation: Retired

PATRICIA LE ROLLAND Appointed: 2014, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 21/10/2005, number: 1111773
Registered at Companies House on 07/10/2005, number: 05586735

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

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

17 returns made; all on time

Main office

Age Concern Gloucestershire
Henley House
Barnett Way
Barnwood
Gloucester
GL4 3RT

Objectives

3.1 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:

IN AND AROUND GLOUCESTERSHIRE

Data Sources