Finance Score: 1

Governance Score: 6

Support Score: 7

Liabilities <10%: +3
Multiple Deficits: -2

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

Overall weighted support: +7

Overall GiG Score: 14

AGE UK STOCKPORT

Providing information, advice and a range of support to people in later life within the Borough of Stockport.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£2,002	£1,863	£139	£194	£2,653	£1,752	11.3	63	50
31/03/22	£1,233	£1,608	£-374	£183	£2,277	£1,754	13.1	66	55
31/03/21	£1,733	£1,586	£147	£194	£2,648	£1,889	14.3	69	55
31/03/20	£1,630	£1,709	£-79	£202	£2,244	£2,035	14.3	76	55
31/03/19	£1,510	£1,688	£-178	£210	£2,461	£2,092	14.9	72	50
31/03/18	£1,656	£1,782	£-126	£303	£2,666	£2,380	16	47	0
31/03/17	£1,542	£1,568	£-25	£306	£2,708	£2,282	17.5	65	0
31/03/16	£1,509	£1,182	£327	£96	£2,656	£2,191	22.3	74	0
31/03/15	£1,210	£1,145	£64	£127	£2,284	£1,994	20.9	44	0
31/03/14	£1,346	£1,278	£68	£95	£2,220	£1,927	18.1	45	0
31/03/13	£1,552	£1,283	£269	£106	£2,152	£1,829	17.1	47	0
31/03/12	£1,341	£1,318	£23	£89	£1,883	£1,545	14.1	76	0

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Financial Ratios

Fundraising Costs/Relevant Income: 10.9%
Fundraising Costs/Total Spending: 10.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 7%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 66%
Reserves/Spending: 11.3 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.3

Asset Split ?

Balance Sheet History

Established: 14 years

www.ageukstockport.org.uk

info@ageukstockport.org.uk

01614801211

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Stockport,

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

Stockport MBC	£51,887
10GM	£20,000
Ministry of Defence	£11,700

Specific Donations

Amount	When Months	To be used for
Stockport MBC - Grant to Age UK Stockport
£51,887	13/01/2023	Distributing warm packs and energy saving advice
10GM - Home from Hospital Targeted Investment Fund
£20,000	27/09/2022	To enhance an existing service by joining up health & social care services to support the VCSE response to known discharge pressures. 3 partners: Age UK Stockport, Disability Stockport and Signpost Stockport.
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£11,700	15/05/2020	to provide immediate support for vulnerable veterans with reduced social contact

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-82

ANNA MARY MAGNER Appointed: 2019, Occupation: Retired

LAUREN RIDGWAY Appointed: 2020, Occupation: Head Of Marketing

PAUL MILES CARTER Appointed: 2014, Occupation: Retired

STEPHEN ANDREW CLARKE Appointed: 2014, Occupation: Retired

SUSAN HELEN CARPENTIER ALTING (Chair) Appointed: 2012, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 29/12/2010, number: 1139547
Registered at Companies House on 20/10/2010, number: 07413632

Gift Aid

Registered with HMRC for Gift Aid

Event History

12/04/2011 - Asset transfer in from AGE CONCERN STOCKPORT
08/01/2020 - Asset transfer in from AGE UK SUPPORT SERVICES NORTH WEST

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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

12 returns made; all on time

Recent reorganisation events:

Asset transfer in from AGE UK SUPPORT SERVICES NORTH WEST on 08/01/2020

Main office

AGE UK STOCKPORT
COMMONWEAL
56 WELLINGTON STREET
STOCKPORT
SK1 3AQ

Objectives

TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE IN AND AROUND STOCKPORT:1) PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE (2) ADVANCING EDUCATION FOR OLDER PEOPLE (3) PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL) (4) PROMOTING EQUALITY AND DIVERSITY IN RELATION TO OLDER PEOPLE (5) ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND (6) TO PROMOTE SUCH OTHER CHARITABLE PURPOSES (WHICH MAY BE FOR THE BENEFIT OF PERSONS OTHER THAN OLDER PEOPLE) AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE, WHERE SUCH PURPOSES ARE DIRECTLY OR INDIRECTLY ALIGNED TO, OR FURTHER, ANY ONE OR MORE OF THE ABOVE

Defined Area of Benefit:

STOCKPORT

Data Sources

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