Finance Score: 3

Governance Score: 9

Support Score: 2

Liabilities <10%: +3

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

Grant maker support: +2

Overall GiG Score: 14

AGE UK OLDHAM LIMITED

Age UK Oldham operates solely within the boundries of the Oldham Metropolitan Borough for the benefit of older people. The organisation provides direct services and innovative projects directed towards specific needs, provides information and advice and undertakes campaigning work.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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 well diversified in terms of age and gender and dynamic in terms of composition

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	£2,592	£2,535	£57	£0	£2,538	£2,490	11.8	81	11
31/03/22	£2,384	£2,284	£100	£0	£2,500	£2,495	13.1	87	13
31/03/21	£2,427	£2,151	£276	£0	£2,386	£2,317	12.9	90	73
31/03/20	£2,643	£2,523	£119	£1	£2,076	£2,030	9.7	96	394
31/03/19	£2,510	£2,500	£9	£0	£1,984	£1,883	9	93	321
31/03/18	£2,597	£2,719	£-121	£0	£1,972	£1,875	8.3	95	0
31/03/17	£2,549	£2,557	£-8	£0	£2,093	£1,955	9.2	107	0
31/03/16	£2,524	£2,309	£215	£0	£2,077	£1,928	10	100	0
31/03/15	£2,201	£2,013	£188	£499	£1,874	£1,778	10.6	56	0
31/03/14	£2,489	£2,429	£59	£442	£1,667	£1,639	8.1	51	0
31/03/13	£1,979	£1,872	£107	£378	£1,602	£1,576	10.1	53	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 8%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 11.8 months
Net Current Assets/Spending: 6 months
Quick Ratio: 5.8

Asset Split ?

Established: 13 years

www.ageuk.org.uk/oldham

info@ageukoldham.org.uk

01616330213

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Financial or material assistance

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Lancashire, Oldham,

Who it helps

Elderly/Old People

Who supports 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
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£20,000	15/05/2020	to provide immediate support for vulnerable veterans with reduced social contact
Co-Operative Group - Grant to Age UK Oldham
£3,889	19/11/2018	We hope to extend our Shopping Service and Safe At Home service days and identify vulnerable isolated older people in need.
Co-Operative Group - Grant to Age Uk Oldham
£5,008	04/08/2017	Allows customers to live independently by continuing to chose their own range of fresh or frozen products delivered direct to their home.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 35-75

CLINT EDWARD ELLIOTT Appointed: 2012, Occupation: Chief Executive Of Narpo

JOHN THOMSON Appointed: 2015, Occupation: Surveyor

NAZRIN AZAD Appointed: 2022, Occupation: Solicitor

PHILIP MCEVOY Appointed: 2022, Occupation: Psychotherapist

STUART BAILEY Appointed: 2011, Occupation: None

ZOE ASHTON Appointed: 2014, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 21/12/2011, number: 1145196
Registered at Companies House on 27/05/2010, number: 07267880

Gift Aid

Registered with HMRC for Gift Aid

Event History

14/03/2012 - Asset transfer in from AGE CONCERN OLDHAM
08/01/2020 - Asset transfer in from AGE UK SUPPORT SERVICES NORTH WEST

Other Regulators

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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

11 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
10 Church Lane
OLDHAM
OL1 3AN

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND THE METROPOLITAN DISTRICT OF OLDHAM (HEREINAFTER CALLED THE AREA OF BENEFIT)

Defined Area of Benefit:

THE METROPOLITAN DISTRICT OF OLDHAM

Data Sources