Finance Score: -1

Governance Score: 9

Support Score: 4

Good reserves management: +3
Multiple Deficits: -2
Fundraising costs high: -2

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

Overall weighted support: +4

Overall GiG Score: 12

AGE UK YORK

Age UK York offers a range of services and support to older people in the City of York. Activities include: providing information and advice; respite care; domiciliary care; a befriending service; a home from hospital service; providing escorted transport; running day clubs and a 'Keep your Pet' service. Age UK York operates four charity shops in locations across the city and surrounding area.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
Spending has increased over the last 3 years relative to the previous period
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

Financial issues to consider:

On several occasions in recent years income has been less than spending
Fundraising costs are 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		£1,655	£1,973	£-318	£279	£675	£675	4.1	100	250
?31/03/22	*	£1,617	£1,810	£-192	£251	£1,003	£972	6.4	99	300
31/03/21		£1,823	£1,587	£236	£237	£952	£887	6.7	45	350
31/03/20		£1,672	£1,631	£41	£286	£716	£531	3.9	120	400
31/03/19		£1,407	£1,528	£-121	£280	£675	£556	4.4	42	400
31/03/18		£1,426	£1,460	£-34	£255	£796	£648	5.3	120	0
31/03/17		£1,539	£1,294	£244	£251	£830	£662	6.1	117	0
31/03/16		£1,266	£1,238	£28	£280	£585	£411	4	109	0
31/03/15		£1,128	£1,106	£22	£312	£557	£387	4.2	39	0
31/03/14		£1,089	£1,045	£44	£368	£535	£379	4.3	38	0
31/03/13		£1,015	£991	£24	£405	£491	£330	4	37	0
31/03/12		£982	£940	£42	£394	£467	£314	4	36	0
31/03/11		£930	£907	£23	£374	£425	£286	3.8	35	0
31/03/10		£1,028	£963	£65	£347	£403	£283	3.5	34	0
31/03/09		£933	£940	£-8	£300	£338	£241	3.1	33	0
31/03/08		£584	£617	£-34	£203	£345	£243	4.7	41	0

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Financial Ratios

Fundraising Costs/Relevant Income: 21.3%
Fundraising Costs/Total Spending: 14.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 24%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 4.1 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.5

Asset Split ?

Balance Sheet History

Established: 18 years

www.ageukyork.org.uk

ageukyork@ageukyork.org.uk

01904627995

Charity Commission for England and Wales

Tweets

Listed activities

Disability
General Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

City Of York, North Yorkshire,

Who it helps

Elderly/Old People
People With Disabilities

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	£20,000
Two Ridings Community Foundation	£12,000
Joseph Rowntree Housing Trust	£5,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Keep Your Pet
£10,000	14/04/2023	The funding will be used to cover salary costs for the service which matches older people with volunteers who will provide short term fostering of the older person’s pet and carrying out tasks whilst they are in hospital or incapacitated. The ....more The funding will be used to cover salary costs for the service which matches older people with volunteers who will provide short term fostering of the older person’s pet and carrying out tasks whilst they are in hospital or incapacitated. The project aims to support people to keep their pet and build relationships with the volunteer.
National Lottery Community Fund - Out and About in the Community
£10,000	05/11/2021	The funding will be used to offer a wider range of activities to older people that will support them to retain their independence and improve wellbeing. Activities will be tailored to their interests and based within their communities enabling older ....more The funding will be used to offer a wider range of activities to older people that will support them to retain their independence and improve wellbeing. Activities will be tailored to their interests and based within their communities enabling older people to play a more active role in their local community build confidence and make friends in their local area.
Joseph Rowntree Housing Trust - Out and About – Rebuilding social connections
£5,000	16/02/2021	A project to support older people on low incomes who have become particularly isolated through the pandemic, helping to rebuild their social connections, routines and sources of support.
Two Ridings Community Foundation - Covid19
£10,000	17/06/2020	Funding to enable the organisation to adapt methods of delivery to ensure that support for older people can be maintained throughout the crisis.
Two Ridings Community Foundation - Covid19
£2,000	08/04/2020	Funding to establish a telephone befriending service to maintain contact with elderly residents that may be more isolated and vulnerable.
Co-Operative Group - Grant to Keep Your Pet
£5,676	15/11/2019	We want to help isolated or lonely older and vulnerable people to have a pet and provide the support they need to keep and care for it.
Garfield Weston Foundation - Main Grants award
£25,000	11/10/2018	Here For You - supporting older people
Joseph Rowntree Foundation - Money Matters (Benefits Advice Service) and Befriending Good Neighbourhood Scheme
£5,000	05/09/2017	Money Matters Advice Service and Befriending Good Neighbour Scheme

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-67

COLIN EDWARD JOHN PACKER Appointed: 2020, Occupation: Retired

HOWARD WIDDALL Appointed: 2018, Occupation: Retired

JENNIFER MARY COLLIESON Appointed: 2020, Occupation: Retired

JULIE SIAN STEPHENS Appointed: 2024, Occupation: Global Director Wellbeing, Inclusion, H&S - Bupa

PAUL WILLIAM VITTLES Appointed: 2020, Occupation: Retired

SUZANNE SMITH Appointed: 2024

VIMALA JAYARAMAN Appointed: 2024, Occupation: Finance Director

Legal constitution

Charitable company registered in England & Wales on 13/03/2007, number: 1118346
Registered at Companies House on 22/11/2006, number: 06006449

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Financial Conduct Authority

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

16 returns made; AR22: 59 days late,

Main office

Age UK York
St. Edmund's House
Margaret Street
YORK
YO10 4UX

Objectives

THE OBJECTS OF THE CHARITY ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE WITHIN THE CITY OF YORK AND SURROUNDING AREA: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:

YORK AND ITS SURROUNDING DISTRICTS.

Data Sources

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