Finance Score: 3

Governance Score: -2

Support Score: 0

Fundraising costs low: +3

Narrow trustee age band: -2
Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

AGE UK TUNBRIDGE WELLS

Age UK Tunbridge Wells is the new name for Tunbridge Wells Age Concern, the Charity has been working in the borough of Tunbridge Wells since 1948 and currently provides a range of services and support for older local people, including Day Cay, Advocacy, Information and Advice, Home Bathing, Independent Living Support Services, Individual Service Management, Chiropody, Computer and IT, Excercise

Analysis by Giving is Great

Positives:

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 gender

Regulatory & Governance issues to consider:

The Board composition appears to be rather static and has little diversity in terms of age

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		£843	£867	£-24	£10	£288	£279	3.9	55	51
31/03/22		£732	£771	£-39	£10	£312	£304	4.7	46	54
31/03/21		£912	£733	£180	£3	£351	£320	5.2	56	64
31/03/20		£837	£804	£33	£5	£172	£163	2.4	40	78
31/03/19		£851	£822	£29	£0	£139	£130	1.9	54	70
31/03/18		£825	£813	£12	£2	£111	£100	1.5	53	0
31/03/17		£800	£798	£2	£3	£99	£78	1.2	68	0
31/03/16		£794	£810	£-16	£1	£97	£78	1.1	70	0
31/03/15		£853	£801	£52	£7	£113	£88	1.3	36	0
31/03/14		£780	£779	£1	£8	£61	£58	0.9	30	0
31/03/13	*	£575	£529	£46	£5	£60	£60	1.4	25	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.1%
Fundraising Costs/Total Spending: 1.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 8%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 3.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 8.4

Asset Split ?

Established: 12 years

www.ageuk.org.uk/tunbridgewells

info@ageuktw.org.uk

01892522591

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Kent,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 55-69

JEFFREY MOYS Appointed: 2014, Occupation: Chartered Surveyor

KATHERINE MARY SERGEANT Appointed: 2017, Occupation: Services Manager, Alzheimer’S Society

KEVIN JOHN CHARLES PHAROAH Appointed: 2018, Occupation: Retired Counsellor

NIGEL MORRIS STRATTON (Chair) Appointed: 2012, Occupation: Solicitor, Other trusteeships: CHARLES AMHERST'S ALMSHOUSES, SOUTHBOROUGH AND HIGH BROOMS AGE CONCERN, AGE WELL WEST KENT, THE GOLDSMITH FOUNDATION, THE DEBNEY ENDOWMENT TRUST, PEMBURY PAVILION JOINT MANAGEMENT COMMITTEE,

SANDRA JACQUELINE WISDOM Appointed: 2015, Occupation: School Business Manager

Legal constitution

Charitable company registered in England & Wales on 13/06/2012, number: 1147675
Registered at Companies House on 20/02/2012, number: 07956458

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

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
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; AR13: 5 days late,

Main office

THE WOOD STREET CENTRE
WOOD STREET
TUNBRIDGE WELLS
KENT
TN1 2QS

Objectives

TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE IN AND AROUND THE BOROUGH OF TUNBRIDGE WELLS:1. PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE2. ADVANCING EDUCATION3. PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL)4. PROMOTING EQUALITY AND DIVERSITY5. PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS6. 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 DECIDETHE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL-BEING OF OLDER PEOPLE

Data Sources