Finance Score: 2

Governance Score: 9

Support Score: 2

Good reserves management: +3
Spending declining: -1
Volatile income: -3
Fundraising costs low: +3

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

Overall weighted support: +2

Overall GiG Score: 13

AGE UK FAVERSHAM AND SITTINGBOURNE

The charity provides a range of services to support older people including:Wellbeing activities, Physical activity opportunities, Social day centres, Information advice & guidance, community navigation, befriending, footcare, hot meals delivery, dementia support for carers, independent living service, clubs for people with dementia, dementia day care.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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:

Spending is declining
Income has been volatile recently

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	£989	£1,222	£-234	£27	£692	£676	6.6	47	10
31/03/22	£1,386	£1,233	£153	£1	£884	£817	8	46	31
31/03/21	£1,243	£1,027	£216	£0	£731	£715	8.4	61	7
31/03/20	£1,196	£1,232	£-37	£12	£515	£514	5	50	75
?31/03/19	£1,185	£1,280	£-95	£14	£552	£548	5.1	68	80
31/03/18	£1,628	£1,799	£-170	£9	£648	£628	4.2	107	0
31/03/17	£1,777	£1,931	£-154	£12	£818	£796	4.9	115	0
31/03/16	£1,874	£1,865	£9	£7	£1,047	£887	5.7	115	0
31/03/15	£1,851	£1,693	£158	£72	£1,038	£914	6.5	61	0
31/03/14	£2,190	£1,310	£880	£104	£880	£820	7.5	48	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.9%
Fundraising Costs/Total Spending: 2.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 15%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 6.6 months
Net Current Assets/Spending: 4 months
Quick Ratio: 5.4

Asset Split ?

Balance Sheet History

Established: 11 years

www.ageukfaversham.org.uk

clare.burgess@ageukfs.org.uk

01795532766

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

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

Where it operates

Kent,

Who it helps

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.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Age UK Faversham & Sittingbourne
£1,481	22/10/2022	We would like to be able to deliver one-to-one personalised support to our community, to support them to rebuild their physical and social confidence following the Covid-19 pandemic.
The Clothworkers Foundation - Grant to Age UK Faversham and Sittingbourne
£5,000	03/12/2021	purchase IT equipment for a charity supporting older people in Kent

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: 40-75

ALAN HORTON Appointed: 2021, Occupation: Programme Manager

CHARLOTTE ROBINSON Appointed: 2022, Occupation: Director Of Governance And Company Secretary

DONNA JACKSON (Chair) Appointed: 2018, Occupation: Retired

KRISTIAAN BARKER Appointed: 2021, Occupation: Product Manager

LYNN FERGUSON Appointed: 2023, Occupation: Charity Trustee

TED WILCOX Appointed: 2013, Occupation: None

Legal constitution

Charitable company registered in England & Wales on 31/05/2013, number: 1152234
Registered at Companies House on 20/02/2013, number: 08412045

Gift Aid

Registered with HMRC for Gift Aid

Event History

03/12/2014 - Asset transfer in from FAVERSHAM OLD PEOPLE'S WELFARE COMMITTEE
27/07/2022 - Asset transfer in from ASSOCIATION FOR DISABLED - SITTINGBOURNE

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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

10 returns made; all on time

Recent reorganisation events:

Asset transfer in from ASSOCIATION FOR DISABLED - SITTINGBOURNE on 27/07/2022

Main office

The Old Fire Station
Crescent Road
FAVERSHAM
ME13 7GU

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 PARTICULAR IN AND AROUND FAVERSHAM, TEYNHAM, MILTON REGIS AND SITTINGBOURNE4.1 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 ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE, AND4.5 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.5 POWERS

Defined Area of Benefit:

IN AND AROUND FAVERSHAM

Data Sources

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