Finance Score: 6

Governance Score: 9

Support Score: 6

Good reserves management: +3
Fundraising costs low: +3

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

Grant maker support: +6

Overall GiG Score: 21

AGE UK HERTFORDSHIRE

The object and principal activity of Age UK Hertfordshire is 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 Hertfordshire.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There have been no material income shortfalls in recent years
Fundraising costs are unusually 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 age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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		£3,984	£3,558	£426	£32	£2,249	£2,128	7.2	312	450
31/03/22		£3,636	£3,355	£280	£15	£1,823	£1,671	6	315	459
31/03/21		£3,470	£3,513	£-43	£63	£1,543	£1,374	4.7	277	576
31/03/20		£3,661	£3,623	£38	£43	£1,586	£1,424	4.7	421	510
31/03/19		£3,903	£3,550	£354	£25	£1,548	£1,339	4.5	408	444
31/03/18		£3,808	£3,478	£330	£74	£1,194	£1,028	3.5	399	0
31/03/17		£3,383	£3,579	£-196	£102	£865	£815	2.7	402	0
31/03/16		£3,238	£3,633	£-396	£130	£945	£868	2.9	389	0
31/03/15		£3,294	£3,417	£-123	£185	£1,341	£1,305	4.6	125	0
31/03/14		£3,834	£3,193	£641	£215	£1,464	£1,416	5.3	121	0
31/03/13		£2,810	£2,924	£-113	£198	£823	£735	3	95	0
31/03/12		£2,549	£2,565	£-16	£156	£936	£936	4.4	88	0
31/03/11		£2,431	£2,378	£53	£141	£952	£908	4.6	88	0
31/03/10		£2,248	£2,302	£-55	£145	£899	£837	4.4	81	0
31/03/09		£2,049	£2,175	£-127	£123	£954	£871	4.8	73	0
31/03/08	*	£2,067	£2,033	£34	£105	£1,081	£1,081	6.4	71	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.8%
Fundraising Costs/Total Spending: 0.9%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 15%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 7.2 months
Net Current Assets/Spending: 8 months
Quick Ratio: 5.6

Asset Split ?

Established: 17 years
(26 years as a company)

www.ageuk.org.uk/hertfordshire

info@ageukherts.org.uk

01707323272

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Services for the elderly

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Hertfordshire,

Who it helps

Elderly/Old People

Who works here?

312 employees
450 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

Hertfordshire Community Foundation	£423,072
Co-Operative Group	£10,542
National Lottery Community Fund	£10,000
Garfield Weston Foundation	£7,500

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Clitheroe Health and Wellbeing Centre
£3,105	22/10/2022	We'd like to take our day centre clients 'Out and About' on monthly day trips to places of interest. Our clients have been shielding due to Covid, and they'd benefit enormously from this project.
National Lottery Community Fund - Active Ageing
£10,000	13/05/2022	The funding will be used to deliver weekly physical activities to those that are elderly isolated and vulnerable from across Hertfordshire. The project aims to support older people to come together ....more The funding will be used to deliver weekly physical activities to those that are elderly isolated and vulnerable from across Hertfordshire. The project aims to support older people to come together whilst improving their health and reducing their risk of heart disease stroke and falls by building their strength balance mobility and flexibility.
Hertfordshire Community Foundation - Age UK Hertfordshire's Active Ageing Lunch Clubs
£418,072	12/01/2022	Grant to Age UK Hertfordshire
Co-Operative Group - Grant to Age UK Hertfordshire
£4,052	23/10/2021	We plan to provide our most vulnerable clients with technology and training to help them stay connected to us, local services, and the community to help reduce loneliness and improve wellbeing.
Co-Operative Group - Grant to Clitheroe Health and Wellbeing Centre
£3,384	24/10/2020	We would like to deliver a ""Learning Through Life"" programme for our clients to learn new skills and improve their mental wellbeing.
Garfield Weston Foundation - Main Grants award
£7,500	31/07/2020	Information & Advice Service
Hertfordshire Community Foundation - Covid-19 Appeal
£5,000	04/05/2020	Grant to Age UK Hertfordshire
National Lottery Community Fund - ENACT (Enhancing Access for Older Communities)
£436,801	09/02/2015 35	Not Available
National Lottery Community Fund - Healthwise Countywide
£498,391	19/01/2012 48	Age UK Herts will aim to alleviate the difficulties faced by people over 50 who experience depression or dementia through the provision of a countywide initiative to improve their physical & ....more Age UK Herts will aim to alleviate the difficulties faced by people over 50 who experience depression or dementia through the provision of a countywide initiative to improve their physical & psychological wellbeing. The Healthwise project will be expanded where staff will use remote technology to reach more isolated people in the area. The project will then be delivered through weekly health awareness workshops and one-to-one home based sessions for those who are either isolated or have more complex needs.
National Lottery Community Fund - Reaching 'Older' Communities
£474,075	08/09/2010 48	This Hertfordshire project, provides information and advice for older people. The project is delivered via a telephone line, home visits and surgeries throughout the county, with the aim of improving ....more This Hertfordshire project, provides information and advice for older people. The project is delivered via a telephone line, home visits and surgeries throughout the county, with the aim of improving and maintaining the health and well-being of older people, as well as addressing issues of isolation and access to support services. It will also increase access for older people who are entitled to benefits, but fail to secure these as a result of a lack of awareness or understanding.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-81

DEEPALI MANEK Appointed: 2023, Occupation: Trustee

JODY LEAH TATE Appointed: 2023, Occupation: Trustee

LINDA ELIZABETH WESTAWAY Appointed: 2023, Occupation: Trustee

PAUL NICHOLAS DUMONT FRANC Appointed: 2023, Occupation: Trustee

SAMUEL MARK TAPPENDEN Appointed: 2023, Occupation: Trustee

JENNY WILES Appointed: 2019, Occupation: Retired

JOHN ELLIS Appointed: 2017, Occupation: Retired

ROBIN KEMBER Appointed: 2020, Occupation: Retired

STEPHEN MARK QUIDDINGTON Appointed: 2023, Occupation: Trustee, Other trusteeship: AGE UK DACORUM,

Legal constitution

Charitable company registered in England & Wales on 07/11/2006, number: 1116662
Registered at Companies House on 02/04/1998, number: 03539971

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

16 returns made; AR08: 38 days late,

Recent reorganisation events:

Asset transfer in from ROTARY CLUB OF RICKMANSWORTH TRUST FUND on 13/05/2022

Main office

Age Uk Hertfordshire
1st Floor
Beane Bridge House
34 Chambers Street
HERTFORD

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 HERTFORDSHIRE (HEREINAFTER CALLED THE AREA OF BENEFIT).

Defined Area of Benefit:

IN AND AROUND HERTFORDSHIRE.

Data Sources