Finance Score: -5

Governance Score: 6

Support Score: 7

Accounts overdue -5
Multiple Deficits and declines: -5
Future income +5
No PartB

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 8

AGE UK NORTH EAST LINCOLNSHIRE

We aim to promote the wellbeing of people over the age of 50 and make later life a fulfilling and enjoyable experience. We are an independent local charity supporting older people within North East Lincolnshire in a friendly,relaxed environment.PopIn Cafe; Luncheon Club;Toe Nail Cutting; Legal Advice;Social Activities; Information & Advice; Shop; Volunteering Opportunities; Hairdressing: Manicure

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently and there are significant future grants due to be received
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income has been volatile and on several occasions in recent years less than spending

Established: 11 years

ageuk.org.uk/northeastlincs

admin@ageuknelincs.org.uk

01472344976

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
31/03/22	£256	£280	£-24	n/a	n/a	n/a	n/a	n/a	25
31/03/21	£306	£272	£34	n/a	n/a	n/a	n/a	n/a	20
31/03/20	£788	£279	£509	£0	£808	£752	32.4	13	26
31/03/19	£162	£262	£-101	n/a	n/a	n/a	n/a	n/a	26
31/03/18	£183	£296	£-113	£0	£0	£0	n/a	0	26
31/03/17	£360	£267	£93	£0	£0	£0	n/a	0	0
31/03/16	£160	£229	£-69	£0	£0	£0	n/a	0	0
31/03/15	£202	£251	£-49	£0	£0	£0	n/a	0	0
31/03/14	£201	£241	£-40	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
General Charitable Purposes
Recreation

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

North East Lincolnshire,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
25 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

National Lottery Community Fund	£289,777
Henry Smith Charity	£107,400
CAF	£4,800
Co-Operative Group	£2,592

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Celebrating the Coronation
£1,175	28/03/2023	The funding will be used to hold two events to celebrate the Kings Coronation including transport into the centres food and entertainment with choirs singers quizzes and games. The project aims to ....more The funding will be used to hold two events to celebrate the Kings Coronation including transport into the centres food and entertainment with choirs singers quizzes and games. The project aims to help combat isolation and bring people in the community together.
National Lottery Community Fund - Coping with Change - Continuation
£288,602	17/02/2023	This funding will support Age UK North East Lincolnshire to continue their existing Coping with change project and expand its comprehensive support for older people within the communities of Grimsby ....more This funding will support Age UK North East Lincolnshire to continue their existing Coping with change project and expand its comprehensive support for older people within the communities of Grimsby Cleethorpes Immingham and rural communities in North East Lincolnshire. It will support a minimum of 364 people per year experiencing distressing later life transitions. The project aims to help people build their mental and physical resilience and avoid a later life characterised by poverty ill health and loneliness.
Co-Operative Group - Grant to Age UK North East Lincolnshire
£2,592	23/10/2021	We would like to deliver hot meals to isolated, vulnerable and shielding older people within our area who may find integration difficult after the pandemic.
CAF - Grant to AGE UK NORTH EAST LINCOLNSHIRE
£4,800	04/06/2020 3	Grant to AGE UK NORTH EAST LINCOLNSHIRE to support the organisation through COVID19
Henry Smith Charity - Grant to Age UK North East Lincolnshire
£107,400	11/09/2019 36	towards three years' running costs of a project providing financial information and advice for vulnerable older people in Grimsby, North East Lincolnshire
National Lottery Community Fund - Coping with Change
£279,288	21/03/2019 36	This funding is for a project for older people living in rural communities and who have experienced or are experiencing difficulties common in later life. These might include bereavement, a diagnosis ....more This funding is for a project for older people living in rural communities and who have experienced or are experiencing difficulties common in later life. These might include bereavement, a diagnosis of dementia, or needing to care for a partner or spouse. The project is designed to provide participants with information and advice as well as social activities and volunteering opportunities. The aim is to help participants through these difficult periods and to build new relationships.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 61-83

ANN MAGGS MBE Appointed: 2012, Occupation: Deputy Chair, Other trusteeships: GRIMSBY, CLEETHORPES AND DISTRICT CITIZENS ADVICE BUREAU, FRIENDSHIP AT HOME,

ANNETTE CHIDWICK Appointed: 2018, Occupation: Benefits Advisor

CHARLES RICHARD EKBERG (Chair) Appointed: 2021, Occupation: Retired Solicitor

IAN HAMMOND Appointed: 2022, Occupation: Welfare Benefits Advisor

NEIL MARTIN TRENCHARD Appointed: 2013, Occupation: None

SHONA MARGARET ORTEGA Appointed: 2012, Occupation: None

Legal constitution

Charitable company registered in England & Wales on 22/02/2013, number: 1150939
Registered at Companies House on 19/05/2011, number: 07640867

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

09/12/2015 - Asset transfer in from AGE CONCERN GRIMSBY
27/06/2017 - Asset transfer in from AGE CONCERN CLEETHORPES

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

9 returns made; all on time

Main office

Age UK
27 Osborne Street
GRIMSBY
DN31 1EY

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 OLDERPEOPLE IN AND AROUND NORTH EAST LINCOLNSHIRE4.1 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