Finance Score: 0

Governance Score: 1

Support Score: 5

Liabilities <10%: +3
Fundraising costs high: -3

Narrow trustee age band: -2
Dynamic board: +3

Grant maker support: +5

Overall GiG Score: 6

AGE UK BURY

Age UK Bury runs services and projects to help older people live independently and enjoy a better quality of life.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

Established: 13 years

www.ageukbury.org.uk

admin@ageukbury.org.uk

01617639030

Charity Commission for England and Wales

Tweets

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	£705	£671	£33	£212	£560	£406	7.3	30	71
31/03/22	£512	£564	£-52	£175	£527	£472	10	28	60
31/03/21	£548	£445	£103	£119	£579	£525	14.2	28	48
31/03/20	£556	£521	£35	£200	£477	£392	9	28	52
31/03/19	£491	£519	£-27	n/a	n/a	n/a	n/a	n/a	40
31/03/18	£471	£512	£-41	£0	£0	£0	n/a	0	0
31/03/17	£466	£500	£-34	£0	£0	£0	n/a	0	0
31/03/16	£539	£577	£-38	£267	£544	£522	10.8	33	0
31/03/15	£518	£545	£-27	£263	£583	£580	12.8	35	0
31/03/14	£486	£538	£-52	£0	£0	£0	n/a	0	0
31/03/13	£582	£570	£12	£283	£662	£586	12.3	34	0
31/03/12	£582	£583	£-1	£281	£650	£616	12.7	18	0

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Financial Ratios

Fundraising Costs/Relevant Income: 30.6%
Fundraising Costs/Total Spending: 31.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 7%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 72%
Reserves/Spending: 7.3 months
Net Current Assets/Spending: 5 months
Quick Ratio: 7.8

Asset Split ?

Listed activities

Disability
Education/Training
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Bury,

Who it helps

Elderly/Old People

Who works here?

30 employees
71 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

10GM	£20,000
National Lottery Community Fund	£9,832
Sport England	£7,000
Forever Manchester	£5,000

Specific Donations

Amount	When Months	To be used for
10GM - Home from Hospital Targeted Investment Fund
£20,000	27/09/2022	To establish a home from hospital service to support older people (65+) who are discharged from Fairfield General Hospital and live in Bury.
National Lottery Community Fund - Keeping In Touch Telephone Service
£9,832	22/04/2022	The funding will be used to continue running their telephone befriending service for older people. The project aims to support people to build their confidence and reduce the feeling of isolation.
Sport England - COVID-19 CEF
£7,000	02/06/2020 4	Funding under Sport England's COVID-19 Community Emergency Fund funding programme for a Revenue project titled COVID-19 CEF. This project is a Sport and Physical Activity project, with a focus on ....more Funding under Sport England's COVID-19 Community Emergency Fund funding programme for a Revenue project titled COVID-19 CEF. This project is a Sport and Physical Activity project, with a focus on older beneficiaries.
Forever Manchester - Telephone Information and Signposting / Key Safe
£5,000	24/04/2020	Telephone advice line
Henry Smith Charity - Grant to Age UK Bury
£78,400	09/06/2016 36	towards three years' running costs of a project providing an Information and Advice Service for older people and their carers in Lancashire

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 76-89

CHRISTINE BROOKES Appointed: 2022, Occupation: Retired

DUNCAN MCCALLUM LEES Appointed: 2022, Occupation: Retired

JOAN REES (Chair) Appointed: 2011, Occupation: None

PATRICIA WALTON Appointed: 2011, Occupation: None

PATRICIA JONES-GREENHALGH Appointed: 2019, Occupation: None

SUSAN HOLT Appointed: 2022, Occupation: Retired, Other trusteeships: BRITISH LEAGUE OF UNITARIAN AND OTHER LIBERAL CHRISTIAN WOMEN, HELEN GRUNDY FOR POOR, THE MATTHEW HAYGARTH MEMORIAL TRUST FUND, BURY UNITARIAN CHURCH,

STANLEY EDWARDS Appointed: 2018, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 13/05/2011, number: 1141901
Registered at Companies House on 26/01/2011, number: 07506866

Gift Aid

Registered with HMRC for Gift Aid

Event History

08/02/2013 - Asset transfer in from AGE CONCERN BURY
08/01/2020 - Asset transfer in from AGE UK SUPPORT SERVICES NORTH WEST
11/01/2023 - Asset transfer in from RAWTENSTALL AND DISTRICT SENIOR CITIZEN'S ASSOCIATION

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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

12 returns made; all on time

Recent reorganisation events:

Asset transfer in from AGE UK SUPPORT SERVICES NORTH WEST on 08/01/2020
Asset transfer in from RAWTENSTALL AND DISTRICT SENIOR CITIZEN'S ASSOCIATION on 11/01/2023

Main office

THE JUBILEE CENTRE
MOSLEY AVENUE
BURY
LANCS
BL9 6NJ

Objectives

THE OBJECTS FOR WHICH THE CHARITY (THE OBJECTS) IS ESTABLISHED AND TO WHICH IT IS SPECIFICALLY RESTRICTED ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE IN OR AROUND THE METROPOLITAN BOROUGH OF BURY (THE AREA OF BENEFIT):1. PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;2. ADVANCING EDUCATION;3. PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL);4. PROMOTING EQUALITY AND DIVERSITY;5. PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS;6. ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND7. SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE ANDTHE OUTCOME OF THIS BEING THE PROMOTIN OF THE WELL-BEING OF OLDER PEOPLE

Data Sources