Finance Score: 3

Governance Score: 6

Support Score: 5

Liabilities <10%: +3
Strong growth: +2
Deficit latest year: -2

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 14

AGE CONCERN BOURNEMOUTH

Age Concern Bournemouth works with and for older people in Bournemouth and surrounding area. Activities include social clubs and centres, information & advice, register of reputable tradespeople, computer courses, walking groups, yoga classes, foot care and support at home

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
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

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Income was lower than spending in the latest year

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	*	£791	£984	£-193	£76	£1,203	£996	12.1	76	120
31/03/22		£773	£723	£50	£55	£1,408	£1,163	19.3	63	122
31/03/21		£761	£583	£178	£40	£1,349	£1,119	23	56	81
31/03/20		£874	£611	£263	£50	£1,092	£832	16.3	47	120
31/03/19		£526	£510	£16	£42	£873	£873	20.5	40	79
31/03/18		£485	£444	£41	£0	£0	£0	n/a	0	0
31/03/17		£520	£492	£29	£52	£852	£852	20.8	36	0
31/03/16		£588	£504	£84	£56	£781	£781	18.6	40	0
31/03/15		£513	£470	£43	£62	£704	£688	17.6	19	0
31/03/14		£493	£496	£-4	£0	£0	£0	n/a	0	0
31/03/13		£588	£480	£108	£125	£637	£602	15	16	0
31/03/12		£664	£407	£257	£17	£509	£427	12.6	14	0
31/03/11		£438	£409	£29	£0	£0	£0	n/a	0	0
31/03/10		£486	£463	£23	£0	£0	£0	n/a	0	0
31/03/09		£351	£405	£-54	£0	£0	£0	n/a	0	0
31/03/08		£407	£330	£76	£0	£0	£0	n/a	0	0
31/03/07		£455	£351	£104	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 11.7%
Fundraising Costs/Total Spending: 7.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 83%
Reserves/Spending: 12.1 months
Net Current Assets/Spending: 9 months
Quick Ratio: 40.2

Asset Split ?

Established: 18 years

www.ageukbped.org.uk

enqueries@ageukbped.org.uk

01202 530530

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Bournemouth, Dorset, Poole,

Who it helps

Elderly/Old People

Who supports 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
DCMS - Coronavirus Community Support Fund
£78,469	29/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
National Lottery Community Fund - Rapid Response Information Hub- COVID19
£60,602	26/05/2020 2	The funding will be used to provide a range of Covid-19 support including shopping; prescription collection; welfare calls; welfare visits to those most in crisis; delivery of food parcels; ....more The funding will be used to provide a range of Covid-19 support including shopping; prescription collection; welfare calls; welfare visits to those most in crisis; delivery of food parcels; arranging hot food deliveries; being a local point of contact for other agencies to refer to them and being a rapid response to those being discharged from hospital. The project promotes the health and well-being of people in later life by providing services; identifying gaps in provision; and by influencing policy and decision makers.
National Lottery Community Fund - Dorset Falls Prevention/OTAGO project
£10,000	06/02/2014 12	This is a project by a community organisation in Bournemouth serving beneficiaries in Dorset. The group will use the funding to recruit a team of personal trainers who will be trained in delivering ....more This is a project by a community organisation in Bournemouth serving beneficiaries in Dorset. The group will use the funding to recruit a team of personal trainers who will be trained in delivering the Otago falls prevention programme with older people. This will improve beneficiaries health and well being by reducing the risk of falling and increasing confidence.
Lloyds Bank Foundation - Grant to Age Concern Bournemouth
£21,200	30/05/2012	the salary and on-costs of the Support Worker, recruitment, staff and volunteer travel, phone, printing and publicity costs
National Lottery Community Fund - Building Development
£10,000	29/07/2010 12	This is a project by a registered charity in Bournemouth. The group will use the funding to make improvements to their office base and reception area which will improve accessibility for wheelchair ....more This is a project by a registered charity in Bournemouth. The group will use the funding to make improvements to their office base and reception area which will improve accessibility for wheelchair users and people with limited mobility. This will improve a community building that provides services for older people and people with decreased mobility.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-72

CHRISTOPHER ALAN LOCKYER (Chair) Appointed: 2013, Occupation: Retired Teacher

CHARLOTTE CONNELL Appointed: 2024, Occupation: Hr Consultant

IAN PETERKIN Appointed: 2023, Occupation: Retired, Other trusteeship: CHRISTCHURCH UNIVERSITY OF THE THIRD AGE,

PETER SIMPSON Appointed: 2023, Occupation: Retired

RACHEL NEWMAN Appointed: 2024, Occupation: Self Employed

Legal constitution

Charitable company registered in England & Wales on 15/03/2006, number: 1113294
Registered at Companies House on 22/03/2005, number: 05401464

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

17 returns made; AR23: 6 days late,

Recent reorganisation events:

Asset transfer in from AGE CONCERN FERNDOWN AND DISTRICT on 01/02/2020

Main office

Age Concern
700 Wimborne Road
BOURNEMOUTH
BH9 2EG

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN BOURNEMOUTH, POOLE, CHRISTCHURCH, EAST DORSET AND THE SURROUNDING AREA.

Defined Area of Benefit:

IN AND AROUND BOURNEMOUTH

Data Sources