Finance Score: -7

Governance Score: -2

Support Score: 5

Accounts filed more than 5 days late: -2 times
Volatile income & significant deficit in latest year: -5
No PartB

Only 3 Trustees: -2

Grant maker support: +5

Overall GiG Score: -4

AGE UK SHEPPEY

- day opportunities at 2 day centres in Sheerness and Leysdown, including transport, light breakfast, a freshly cooked lunch and activities - trips and outings, included escorted shopping every week and day trips throughout the year - information and advice service - meals on wheels and support at home - volunteer befriending service - chiropody- COGs club

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

There are only 3 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile recently and was significantly lower than spending in the latest year

Established: 10 years

www.ageuk.org.uk/sheppey/

ADMIN@AGEUKSHEPPEY.CO.UK

01795662562

Charity Commission for England and Wales

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	*	£314	£582	£-268	n/a	n/a	n/a	n/a	n/a	10
31/03/22	*	£554	£563	£-9	£0	£1,019	£965	20.6	32	5
31/03/21		£776	£529	£247	£0	£1,027	£972	22	32	0
31/03/20		£565	£544	£21	£3	£781	£698	15.4	35	16
31/03/19		£659	£599	£59	£4	£760	£715	14.3	39	34
31/03/18		£604	£531	£73	£3	£700	£653	14.8	34	0
31/03/17		£491	£437	£54	£0	£0	£0	n/a	0	0
31/03/16		£436	£400	£35	£0	£0	£0	n/a	0	0
31/03/15		£389	£367	£22	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

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

How it operates

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

Where it operates

Kent,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
10 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
Co-Operative Group - Grant to Age UK Sheppey
£3,244	21/10/2023	We would like to continue to deliver vital support to the elderly on the Isle of Sheppey, and increase the number of groups and one-to-one activities across the island.
Lloyds Bank Foundation - Grant to Age UK Sheppey
£74,860	22/05/2019 36	The grant will support the Support at Home service that will allow older people on the Isle of Sheppey to remain living independently and stop the returning to hospital cycle. Specifically the grant ....more The grant will support the Support at Home service that will allow older people on the Isle of Sheppey to remain living independently and stop the returning to hospital cycle. Specifically the grant will support a Co-ordinator and Support Administration.
National Lottery Community Fund - Access People Planner
£10,000	27/03/2019 12	The funding will be used to purchase an electronic care planning system. The project aims to improve the efficiency of their organisation enabling them to support more older people in the community.
Lloyds Bank Foundation - Grant to Age UK Sheppey
£74,860	17/03/2016 36	The grant will support the Support at Home service that will allow older people on the Isle of Sheppey to remain living independently and stop the returning to hospital cycle. Specifically the grant ....more The grant will support the Support at Home service that will allow older people on the Isle of Sheppey to remain living independently and stop the returning to hospital cycle. Specifically the grant will support a Co-ordinator and Support Administration.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

ALAN DOUCY Appointed: 2014

MARTIN REGAN-KENNARD Appointed: 2023

PAUL MURRAY Appointed: 2015, Other trusteeships: CONFERENCE AND ACTIVITIES FUND OF THE UK SECTION OF THE EUROPEAN ASSOCIATION OF TEACHERS, SHEPPEY MATTERS, QUEENBOROUGH TOWN COMMUNITY CENTRE LTD, SHEERNESS YOUTH, Eastern Sheppey Community Hub, SWALE COMMUNITY AND VOLUNTARY SERVICES,

Legal constitution

Charity registered in England & Wales on 07/01/2014, number: 1155211

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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

9 returns made; AR23: 12 days late, AR22: 28 days late,

Main office

Age UK Sheppey
Rosemary House
43 Trinity Road
Sheerness
Kent
ME12 2PF

Objectives

TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF OLDER PEOPLE, THEIR FAMILY AND CARERS IN AND AROUND THE ADMINISTRATIVE AREAS OF KENT AND MEDWAY:(I) ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION, CARING RESPONSIBILITIES OR OTHER DISADVANTAGE(II) SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE.

Data Sources