Finance Score: 6
Governance Score: 2
Support Score: 6
  • Liabilities <10%: +3
  • Fundraising costs low: +3
  • Only 4 Trustees: -1
  • Good trustee age range: +3
  • Overall weighted support: +6
Overall GiG Score: 14 ?

AGE UK THANET LIMITED

Providing Social opportunities, information and Advice and community services for people over the age of 50 in Thanet. Branded partner of Age UK nationally
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • Fundraising costs are low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return
  • Why are there only 4 trustees?

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£783£832£-49£20£1,008£98814.338114
31/03/22£717£878£-161£19£1,057£1,0221430100
31/03/21£980£726£254£20£1,218£1,21520.13180
31/03/20*£800£739£61£23£964£93515.231110
31/03/19£754£805£-51£24£903£1792.73590
31/03/18£745£831£-86£14£954£2093480
31/03/17£912£905£7£27£1,040£1,00413.3480
31/03/16£885£746£139£0£377£3505.6400
31/03/15£548£583£-35£24£220£2164.4350
31/03/14£807£556£251£0£255£2425.2100

Financial Ratios
Fundraising Costs/Relevant Income: 5.5%
Fundraising Costs/Total Spending: 2.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 14.3 months
Net Current Assets/Spending: 5 months
Quick Ratio: 7.5
Asset Split ?
Balance Sheet History
Established: 12 years

www.ageuk.org.uk/thanet/

info@ageukthanet.org.uk

01843223881

Charity Commission for England and WalesCompanies HouseFacebook
UN SDGs
?
Listed activities
  • Disability
  • Education/Training
  • General Charitable Purposes
  • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
  • Recreation
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Kent,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
DCMS£71,745
Ministry of Defence£49,164
Garfield Weston Foundation£45,000
The Clothworkers Foundation£5,000
Specific Donations
Amount When
Months
To be used for
Garfield Weston Foundation - Main Grants award
£15,000 16/12/2022
Living a Happy Life with Meaning and Purpose
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£35,000 12/02/2021
The Positive Pathways programme funded projects that develop and run activities supporting the mental health and wellbeing of ex-Forces.
DCMS - Coronavirus Community Support Fund
£71,745 22/09/2020
"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 operate, thereby reducing the burden on public ....more
The Clothworkers Foundation - Grant to Age UK Thanet Ltd
£5,000 08/06/2020
COVID19 : Purchase of kitchen equipment for a charity that supports vulnerable older people in Thanet
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£14,164 15/05/2020
to provide immediate support for vulnerable veterans with reduced social contact
Garfield Weston Foundation - Main Grants award - COVID19 response
£30,000 07/02/2020
Providing 'wrap around' day services for disadvantaged & isolated older people 70+ in Thanet
National Lottery Community Fund - Thanet Age UK Intergenerational Project
£102,067 01/04/2015
11
What Money is for : The one year grant will fully-fund an existing full-time programme manager (4 hours on the project), an existing part-time project worker (30 hours) and four new part-time project workers contracted for the length of the grant ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)
Current Trustees appointed

Age Range of Trustees: 49-72
  • JAYNE ANN ELEANOR PRENTICE-WHITNEY Appointed: 2021, Occupation: Nurse
  • JUSTINE CRANE Appointed: 2019, Occupation: Accountant
  • SHIRLEY TOMLINSON (Chair) Appointed: 2013, Occupation: Company Director
  • TITILOLA ULIEM Appointed: 2023, Occupation: Legal Adviser
Legal constitution
  • Charitable company registered in England & Wales on 26/03/2013, number: 1151398
  • Registered at Companies House on 12/02/2013, number: 08398889
Gift Aid
  • NOT 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
  • 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
  • Volunteer management
Filing Record
10 returns made; AR20: 8 days late,
Main office

Age UK Thanet Ltd
Randolph House
Zion Place
Margate
CT9 1RP

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 OLDER PEOPLE IN AND AROUND THANET:1) PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;2) ADVANCING EDUCATION;3) PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL;4) PROMOTING EQUALITY AND DIVERSITY;5) ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND6) 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

Charity Commission for England and Wales
360 Giving

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