Finance Score: -1

Governance Score: 6

Support Score: 5

Liabilities <10%: +3
Excess liquidity: -1
Strong growth: +2
Fundraising costs high: -5

Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +5

Overall GiG Score: 10

AGEUK WORCESTER,MALVERN HILLS & HEREFORD LOCALITIES

The relief of older people in any manner which now is, or hereafter may be deemed to be charitable, within the area of benefit.

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

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
Fundraising costs are extremely high relative to funds raised

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		£1,374	£1,310	£64	£551	£2,398	£1,917	17.6	45	231
31/03/22		£1,170	£982	£188	£473	£2,316	£1,844	22.5	41	480
31/03/21		£1,712	£532	£1,180	£274	£2,128	£1,828	41.3	27	450
31/03/20	*	£511	£503	£7	£276	£948	£646	15.4	24	150
31/03/19		£520	£469	£51	£291	£940	£630	16.1	22	125
31/03/18		£486	£437	£50	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£451	£421	£30	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£450	£461	£-11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£505	£468	£37	£286	£822	£466	11.9	23	0
31/03/14		£515	£460	£56	£297	£785	£417	10.9	24	0
31/03/13		£519	£488	£31	£345	£729	£354	8.7	23	0
31/03/12		£504	£434	£70	£325	£699	£315	8.7	24	0
31/03/11		£458	£451	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£450	£452	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£448	£438	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08	*	£456	£418	£38	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£283	£267	£15	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 73.5%
Fundraising Costs/Total Spending: 42.3%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 4%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 17.6 months
Net Current Assets/Spending: 6 months
Quick Ratio: 2.6

Asset Split ?

Balance Sheet History

Established: 18 years

www.ageuk.org.uk/worcesteranddistrict

info@ageukwd.org

01905724294

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Worcestershire,

Who it helps

Elderly/Old People

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.

Major supporters in last 5 years

National Lottery Community Fund	£17,461
Herefordshire Community Foundation	£10,000
DCMS	£8,849

Specific Donations

Amount	When Months	To be used for
Herefordshire Community Foundation - Age UK Worcester, Malvern Hills and Hereford Localities
£10,000	02/04/2024 12	Grant to Age UK Worcester, Malvern Hills and Hereford Localities
National Lottery Community Fund - Creative Friends
£9,117	22/10/2021	The funding will be used to provide intergenerational creative activities for older and young people. The project aims to link people together to build relationships and reduce feelings of isolation.
DCMS - Coronavirus Community Support Fund
£8,849	25/09/2020	"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 - Food and friendship
£8,344	30/04/2020 4	The funding will be used to make changes to service provision. This will enable the organisation to support people during the current COVID-19 epidemic.
National Lottery Community Fund - Cafe Connect
£9,575	04/01/2019 12	This funding will be used to develop a new space for music and sports activities for older people. The project aims to provide more activities that participants have suggested.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 57-79

ANTHONY BUTTANSHAW Appointed: 2010, Occupation: Company Director

COLLETTE MARIE CLIFFORD Appointed: 2021, Occupation: Retired

DAVID DEWINTON KITCAT Appointed: 2012, Occupation: Solicitor

HAZEL SHERWOOD Appointed: 2006, Occupation: Group Accountant

JACK ALEXANDER MARKIEWICZ Appointed: 2021, Occupation: Civil Servant

JOANNA HILDITCH Appointed: 2024, Occupation: Company Director

JOHN MCKENZIE Appointed: 2021, Occupation: Retired

STEPHEN FRANCIS EDMUND BARTHOLOMEW Appointed: 2021, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 26/06/2006, number: 1114859
Registered at Companies House on 26/01/2006, number: 05688674

Gift Aid

Registered with HMRC for Gift Aid

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
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; AR20: 8 days late, AR08: 136 days late,

Main office

Bank House
7 Shaw Street
Worcester
Worcestershire
WR1 3QQ

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE WITHIN WORCESTER AND DISTRICT.

Defined Area of Benefit:

WORCESTER AND DISTRICT

Data Sources

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