Finance Score: 6

Governance Score: 9

Support Score: 11

Liabilities <10%: +3
Large legacies income: +1
Reasonable growth: +1
Multiple Deficits: -2
Fundraising costs low: +3

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

Large volunteers +3
Grant maker support: +8

Overall GiG Score: 26

AGE CONCERN BUCKINGHAMSHIRE

Age UK Buckinghamshire is dedicated to helping, supporting and improving the lives of older people in need across the whole county of Buckinghamshire.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
There has been reasonable growth in spending over the last 3 years relative to the previous period
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 issues to consider:

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

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		£633	£807	£-174	£29	£769	£701	10.4	21	200
31/03/22		£299	£460	£-161	n/a	n/a	n/a	n/a	n/a	215
31/03/21		£297	£329	£-32	n/a	n/a	n/a	n/a	n/a	271
31/03/20		£306	£347	£-40	n/a	n/a	n/a	n/a	n/a	239
31/03/19		£1,119	£407	£712	£109	£1,216	£878	25.9	11	268
31/03/18		£324	£422	£-98	£0	£0	£0	n/a	0	0
31/03/17		£397	£331	£66	£0	£0	£0	n/a	0	0
31/03/16		£642	£530	£112	£77	£536	£512	11.6	38	0
31/03/15		£542	£481	£62	£97	£286	£262	6.5	33	0
31/03/14		£529	£519	£10	£83	£224	£137	3.2	33	0
31/03/13		£511	£481	£30	£74	£291	£40	1	28	0
31/03/12	*	£520	£502	£18	£37	£329	£75	1.8	17	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4.7%
Fundraising Costs/Total Spending: 3.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 10.4 months
Net Current Assets/Spending: 11 months
Quick Ratio: 13.5

Asset Split ?

Established: 13 years

www.ageukbucks.org.uk

age@ageukbucks.org.uk

01296431911

Charity Commission for England and Wales

Tweets

Listed activities

Disability
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
The Prevention Or Relief Of Poverty

GiG Classification

Services for the elderly

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Buckinghamshire,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

21 employees
200 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.

Specific Donations

Amount	When Months	To be used for
Rothschild Foundation - Grant to Age UK Buckinghamshire
£30,000	25/09/2023	Supporting and empowering local older people to maintain their independence, health, wellbeing and sense of purpose, through information and advice, welfare-benefits support, befriending services ....more Supporting and empowering local older people to maintain their independence, health, wellbeing and sense of purpose, through information and advice, welfare-benefits support, befriending services tackling loneliness, and other life-enhancing services.
National Lottery Community Fund - Bucks BOOST (Befriending & Outreach Older people’s Support Team) Project
£270,000	01/06/2022	The project is using funding to reduce isolation and build friendships within the vulnerable older population of Buckinghamshire. The aim is to support the expansion of the existing befriending ....more The project is using funding to reduce isolation and build friendships within the vulnerable older population of Buckinghamshire. The aim is to support the expansion of the existing befriending service by delivering a flexible service delivered by volunteer befrienders focusing on 4 strategic areas: Digital Inclusion/Connectivity Social Inclusion Culture and Interest Physical Activity. They will also provide links/referrals to other services groups and interventions/initiatives to facilitate joined-up working and non-duplication of provision.
Rothschild Foundation - Grant to Age UK Buckinghamshire
£50,000	24/06/2021 6	Funding for Age UK Bucks to re-design their services for vulnerable elderly residents, providing befriending, digital training, exercise groups, cultural and social activities.
Garfield Weston Foundation - Main Grants award
£10,000	13/06/2018	core costs
Nationwide Foundation - Grant to Age Concern Buckinghamshire
£4,985	20/07/2011	Running costs of a pilot scheme of holistic home support to assess financial and housing needs for older people

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: 40-62

ABIOLA YUSUF Appointed: 2022, Occupation: Trustee

ANNE MARIE CATHERINE HORGAN SMITH Appointed: 2021

ASHLEY LAWRENCE BAILEY Appointed: 2022, Occupation: Accountant

CAROLINE ING Appointed: 2022, Occupation: Account Executive

REBEKAH JANE COLEMAN Appointed: 2022, Occupation: Solicitor

SAMUEL CHARLES RUSSELL Appointed: 2020, Occupation: Railway Manager

SIOBHAN RACHEL GREGORY Appointed: 2022, Occupation: Registered Nurse

Legal constitution

Charitable company registered in England & Wales on 21/12/2010, number: 1139423
Registered at Companies House on 10/12/2009, number: 07101195

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
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

12 returns made; AR12: 27 days late,

Main office

Age UK
145 Meadowcroft
AYLESBURY
HP19 9HH

Objectives

THE OBJECTS FOR WHICH THE ORGANISATION IS ESTABLISHED IS TO PROMOTE THE RELIEF OF OLDER PEOPLE IN ANY MANNER WHICH NOW OR HEREINAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND BUCKINGHAMSHIRE

Defined Area of Benefit:

IN AND AROUND BUCKINGHAMSHIRE

Data Sources