Overall GiG Score: 14 ?
Finance Score: 4
Governance Score: 6
Support Score: 4
  • Liabilities <10%: +3
  • Multiple Deficits: -2
  • Fundraising costs low: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +4

AGE UK DORCHESTER LTD 

The core purpose of Age UK Dorchester is to support older people to live in their own homes for as long as they want and ensure that the voices of older people in North, South and West Dorset are collectively and individually heard and responded to. We offer a range of services including homesupport, handyperson, information and advice, befriending, social activities and dementia therapy.
Analysis by Giving is Great

Positives:

  • The charity has received backing from several prominent grant makers recently
  • This charity has a robust balance sheet
  • Fundraising costs are low relative to funds raised
  • The Board appears to be well diversified in terms of 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
Established: 13 years

http://www.ageuk.org.uk/northsouthwestdorset/

tlewis@ageukdorchester.org.uk

01305269444

Charity Commission for England and WalesCompanies HouseFacebook
UN SDGs
?

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£673£883£-211£38£802£6979.552150
31/03/22*£772£1,159£-387£297£1,013£7537.887192
31/03/21£879£956£-77£253£1,361£360.582280
31/03/20£659£818£-160£207£993£4486.690207
31/03/19£509£760£-251£194£855£1862.978221
31/03/18£524£724£-199£188£1,090£2043.4580
31/03/17£534£626£-91£154£1,289£2074560
31/03/16*£1,662£528£1,134£147£1,381£2315.3540
31/03/15£464£468£-4£0£0£0n/a00
31/03/14£436£481£-46£0£0£0n/a00
31/03/13£451£448£3£0£0£0n/a00
31/03/12£201£203£-2£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 5.9%
Fundraising Costs/Total Spending: 4.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 87%
Reserves/Spending: 9.5 months
Net Current Assets/Spending: 2 months
Quick Ratio: 3.3
Asset Split ?
What it does
  • General Charitable Purposes
Who works here?
  • 52 employees
  • 150 volunteers
Who it helps
  • Elderly/Old People
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Dorset,

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
DCMS£34,000
Dorset Community Foundation£16,000
Sport England£7,000
Specific Donations
Amount When
Months
To be used for
Dorset Community Foundation - Grant to Age UK North, South and West Dorset
£8,000 06/03/2023
Grant restricted to North Dorset beneficiaries - charity supporting older people
Dorset Community Foundation - General Core Costs to support our Independent Living Team expand across North Dorset
£8,000 14/03/2022
Debt management, household budgeting and money management education for young people and other vulnerable groups
Sport England - TGC CF Exercise online for a healthier Body and Mind!
£7,000 22/12/2020
11
This project will support a new online women’s exercise classes and the Wellbeing Hub designed to improve confidence, increase stability, improve mobility and balance, strengthen muscles and ....more
DCMS - Coronavirus Community Support Fund
£34,000 17/07/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more
Dunhill Medical Trust - Expansion of 'Reach Out' Service
£40,860 07/09/2015
24
The Reach Out service aims to tackle social isolation of older people by working with partner agencies to help older people develop new networks and new interests.
Lloyds Bank Foundation - Grant to Age UK Dorchester
£16,000 29/06/2012
the salary of the Welfare Benefit Adviser, travel expenses, training and reference materials, venue hire, office and management costs
Nationwide Foundation - Grant to Age UK Dorchester
£5,000 06/02/2012
Salary costs for Welfare Benefits Co-ordinator to coordinate home-visiting welfare benefits outreach team for rural West Dorset, advising older people
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Age Range of Trustees: 54-74
  • HELEN PALMER Appointed: 2023, Occupation: Recruitment Consultant
Legal constitution
  • Charitable company registered in England & Wales on 21/06/2011, number: 1142519
  • Registered at Companies House on 26/04/2011, number: 07614504
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Other Regulators
  • Financial Conduct Authority
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
12 returns made; AR22: 131 days late, AR16: 8 days late,
Recent reorganisation events:
  • Asset transfer in from AGE CONCERN GILLINGHAM AND SHAFTESBURY on 10/02/2021
Main office

Age UK
Units 1 and 2
5 Crown Square
DORCHESTER
DT1 3EN

Objectives

THE OBJECTS FOR WHICH THE CHARITY (THE ÔÇ£OBJECTSÔÇØ) 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 AND AROUND DORSET4.1. PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;4.2. ADVANCING EDUCATION;4.3. PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL);4.4. PROMOTING EQUALITY AND DIVERSITY;4.5. PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS;4.6. ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND4.7. SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE]THE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL-BEING OF OLDER PEOPLE

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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