Finance Score: 5

Governance Score: 9

Support Score: 3

Liabilities <10%: +3
Pension deficit: -1
Fundraising costs low: +3

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

Large volunteers +3
Grant maker support: +0

Overall GiG Score: 17

AGE UK BERKSHIRE

The provision of information, support, services and products to improve the wellbeing of all older people in Berkshire, to help to make later life a fulfilling and enjoyable experience for older people in their communities.

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
There have been no material income shortfalls in recent years
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

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end but spending has been increasing rapidly
There is a pension deficit of £135,000

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		£943	£837	£105	£0	£1,152	£1,134	16.3	47	173
31/03/22		£839	£566	£273	£0	£892	£892	18.9	41	178
31/03/21		£634	£542	£92	£0	£511	£493	10.9	39	115
31/03/20		£874	£595	£280	£0	£415	£382	7.7	47	115
31/03/19		£630	£577	£52	£4	£153	£139	2.9	49	111
31/03/18		£589	£680	£-90	£4	£42	£23	0.4	42	0
31/03/17	*	£652	£741	£-89	£5	£96	£23	0.4	46	0
31/03/16		£795	£738	£57	£0	£174	£81	1.3	39	0
31/03/15		£648	£831	£-183	£192	£117	£32	0.5	20	0
31/03/14		£751	£926	£-176	£250	£385	£312	4	21	0
31/03/13		£825	£812	£14	£104	£587	£529	7.8	29	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.9%
Fundraising Costs/Total Spending: 1%
Highest pay band: Less than £60,000
Liabilities/Assets: 8%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 16.3 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3

Asset Split ?

Established: 12 years

www.ageukberkshire.org.uk

info@ageukberkshire.org.uk

01189594242

Charity Commission for England and Wales

Tweets

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for the elderly

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Bracknell Forest, Reading, Slough, West Berkshire, Windsor And Maidenhead, Wokingham,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

47 employees
173 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
CAF - Grant to Age UK Berkshire
£2,000	17/04/2020	Grant to Age UK Berkshire to support the organisation through COVID19
Co-Operative Group - Grant to Age UK Berkshire
£5,018	19/11/2018	We would like to deliver a monthly information and advice session for older people in Tilehurst.

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: 43-76

JITESHKUMAR PATEL Appointed: 2023, Occupation: Director

HELENA CHRISTINE HUGHES Appointed: 2023, Occupation: Director

IRWAN ANTHONY OWEN Appointed: 2018, Occupation: Entrepreneur

STEPHEN WILLIAM FOSTER Appointed: 2023, Occupation: Retired

PAUL ANDREW CHRIMES Appointed: 2019, Occupation: Finance Director

ROGER ANCEL CHESTER Appointed: 2018, Occupation: Director

SHARON TRIMBY Appointed: 2019, Occupation: None, Other trusteeship: THE ABBEYFIELD UXBRIDGE SOCIETY LIMITED,

Legal constitution

Charitable company registered in England & Wales on 19/03/2012, number: 1146462
Registered at Companies House on 30/01/2012, number: 07928260

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
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

11 returns made; AR17: 0 days late,

Main office

Unit 119
Broad Street Mall
Reading
Berkshire
RG1 7QE

Objectives

The objects of the Charity are to promote the following purposes for the public benefit within the area of the county of Berkshire: 3.1.1 preventing or relieving the poverty of older people; 3.1.2 advancing education; 3.1.3 preventing or relieving sickness, disease or suffering in older people (whether emotional, mental or physical); 3.1.4 promoting equality and diversity; 3.1.5 promoting the human rights of older people in accordance with the Universal Declaration of Human Rights; 3.1.6 assisting older people in need by reason of ill-health, disability, financial hardship, social exclusion or other disadvantage; and 3.1.7 such other charitable purposes for the benefit of older people as the Charity trustees from time to time decide

Data Sources