Finance Score: 5
Governance Score: 6
Support Score: 11
  • Good reserves management: +3
  • Strong growth: +2
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +11
Overall GiG Score: 22 ?

AGE CONCERN TYNESIDE SOUTH

At Age Concern Tyneside South (ACTS), we believe in a world where everyone can love life. We are here to inspire, enable and support the older people of South Tyneside to help people to make the most of life.
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • There has been strong growth in spending over the last 5 years
  • 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
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return

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
31/08/23£1,918£1,830£88£0£935£8805.880290
31/08/22£1,549£1,265£284£2£830£7727.363341
31/08/21£976£867£109£1£546£5417.543285
31/08/20£803£800£2£1£437£4146.242105
31/08/19£770£755£15£4£435£3735.941102
31/08/18*£682£754£-72£0£420£3385.4390
31/08/17£1,290£798£491£2£493£4046.1360

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 37%
Liabilities/Income: 29%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 5.8 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.4
Asset Split ?
Balance Sheet History
Established: 8 years

http://www.ageconcerntynesidesouth.org.uk

info@ac-ts.org.uk

01914566903

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Disability
  • Education/Training
  • 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
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • South Tyneside,
Who it helps
  • Elderly/Old People
  • The General Public/Mankind

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
National Lottery Community Fund£591,089
Henry Smith Charity£179,200
Community Foundation Tyne & Wear & Nthmbrlnd£143,092
Masonic Trust£59,491
The Ballinger Charitable Trust£49,000
Community Foundation serving Tyne & Wear and Northumberland£42,566
Specific Donations
Amount When
Months
To be used for
The Ballinger Charitable Trust - Grant to Age Concern South Tyneside (ACTS)
£49,000 13/12/2023
36
Unrestricted funding
Community Foundation serving Tyne & Wear and Northumberland - Grant to Age Concern Tyneside South
£12,460 02/02/2023
Partnership project to tackle loneliness, isolation, and poverty
National Lottery Community Fund - Minibus Hire
£10,000 19/08/2022
The funding will be used to hire an additional minibus to transport older people to the organisation’s range of social and physical activities. The project will ensure all local people who can benefit are able to access these services which ....more
National Lottery Community Fund - Well Connected
£390,622 18/05/2022
60
The funding will be used for a partnership between Age Concern Tyneside South South Tyneside Vision and Hearing Service Your Voice Counts and Gateshead Age UK over five years to strengthen their collaborative working focusing on reducing ....more
Community Foundation serving Tyne & Wear and Northumberland - Grant to Age Concern Tyneside South
£1,670 07/04/2022
Working in partnership with cultural spring and local artist kath price, to create a 3ft x 5ft wall hanging commemorating the queen’s jubilee
Community Foundation serving Tyne & Wear and Northumberland - A grant to Age Concern Tyneside South
£28,436 15/07/2021
Developing 'Connect 2' a Peer Support offer into the Community Development work in South Tyneside
Community Foundation Tyne & Wear & Nthmbrlnd - continuation of Kellett community development work
£11,332 07/01/2021
continuation of Kellett community development work
Community Foundation Tyne & Wear & Nthmbrlnd - Shopping service during Covid 19 lockdown and support to set up bank accounts
£4,817 20/11/2020
Shopping service during Covid 19 lockdown and support to set up bank accounts
Community Foundation Tyne & Wear & Nthmbrlnd - shopping service during Covid 19 lockdown and support to set up bank accounts
£4,817 20/11/2020
shopping service during Covid 19 lockdown and support to set up bank accounts
Community Foundation Tyne & Wear & Nthmbrlnd - Work to boost the capacity of volunteer-led support to older people in South Tyneside, in the wake of Covid-19
£16,691 06/10/2020
Work to boost the capacity of volunteer-led support to older people in South Tyneside, in the wake of Covid-19
Community Foundation Tyne & Wear & Nthmbrlnd - work to boost the capacity of volunteer-led support to older people in South Tyneside, in the wake of Covid-19
£16,691 06/10/2020
work to boost the capacity of volunteer-led support to older people in South Tyneside, in the wake of Covid-19
DCMS - VSCE CMC Fund
£16,691 02/10/2020
NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an ....more
Community Foundation Tyne & Wear & Nthmbrlnd - Support for older people in the local community during COVID-19 outbreak by covering fuel costs, generated by providing a shopping service
£5,000 14/05/2020
Support for older people in the local community during COVID-19 outbreak by covering fuel costs, generated by providing a shopping service
Community Foundation Tyne & Wear & Nthmbrlnd - support for older people in the local community during COVID-19 outbreak by covering fuel costs, generated by providing a shopping service
£5,000 14/05/2020
support for older people in the local community during COVID-19 outbreak by covering fuel costs, generated by providing a shopping service
National Lottery Community Fund - Covid 19 Emergency Support
£10,000 22/04/2020
2
The funding will be used to continue with their emergency support services for the older vulnerable people that are most at risk of COVID-19 within the local area. The project will provide much needed support to people during the current corona ....more
Community Foundation Tyne & Wear & Nthmbrlnd - activities for older people
£60,000 09/04/2020
activities for older people
Henry Smith Charity - Grant to Age Concern Tyneside South (ACTS)
£179,200 19/03/2020
36
towards three years' running costs of an information and advice service for vulnerable, older people in South Tyneside
Community Foundation Tyne & Wear & Nthmbrlnd - Salary costs for 2 part time staff to deliver a fundraising business plan.
£18,744 28/02/2020
Salary costs for 2 part time staff to deliver a fundraising business plan.
Masonic Trust - MCF Large Grant
£59,491 10/02/2020
Grant to fund Tyney Links in South Tyneside, supporting lonely and isolated older people through community outreach.
National Lottery Community Fund - Door Step Delivery
£180,467 17/12/2019
36
The funding will provide increased support and a wide range of services for older people living in South Tyneside. The aim is to reduce isolation, offer financial advice and support, and help people recognise the benefits and services they are ....more
Co-Operative Group - Grant to Age Concern Tyneside South
£5,621 15/11/2019
We want to deliver chair-based exercise sessions for older people, improving balance and stability and combating social isolation.
National Lottery Community Fund - Access Active Age
£10,000 15/08/2019
12
Access Active Age
The Clothworkers Foundation - Grant to Age Concern Tyneside South (ACTS)
£15,000 22/05/2019
refurbishment of a building for a charity which works with older people in Tyne and Wear
Community Foundation serving Tyne & Wear and Northumberland - a programme of local activities developed and delivered by older people for older people
£29,400 01/04/2019
a programme of local activities developed and delivered by older people for older people
Community Foundation serving Tyne & Wear and Northumberland - Neighbourhood activity plans Year 1
£29,200 26/06/2018
Neighbourhood activity plans Year 1
National Lottery Heritage Fund - Grant to Age Concern Tyneside South
£9,300 20/06/2018
South Tyneside Health Pathways in World War 1
National Lottery Community Fund - Improving Our Healthy Living Network
£9,940 21/03/2018
12
The group will continue to deliver healthy living activities for older people in South Tyneside so more older people can access the free gym, exercises sessions, networking events and information packs. They will develop an online network to ....more
Co-Operative Group - Grant to Age Concern Tyneside South
£3,432 29/11/2017
We want to deliver chair-based exercise sessions to older people and engage them in social activities.
National Lottery Community Fund - START - South Tyneside Advocacy Resource Team
£305,025 17/01/2017
36
START - South Tyneside Advocacy Resource Team
National Lottery Heritage Fund - Grant to Age Concern Tyneside South
£81,700 21/03/2016
Private residence to community hub - the life and times of a South Shields town house
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split

Age Range of Trustees: 51-83
  • ANN TROLLOPE Appointed: 2018, Occupation: Retired
  • CAMERON WARD Appointed: 2017, Occupation: Management Consultant
  • IAN BRIMER Appointed: 2022, Occupation: Operations Manager
  • JUDITH PUECH Appointed: 2022, Occupation: Solicitor
  • MARGARET ADAMS Appointed: 2022, Occupation: Retired
  • NORMAN KAIER Appointed: 2020, Occupation: Charity Worker
  • RAYMOND STAWARD Appointed: 2017, Occupation: Retired
  • RODERICK GILLIES Appointed: 2018, Occupation: Retired
Legal constitution
  • Charitable company registered in England & Wales on 17/08/2016, number: 1168807
  • Registered at Companies House on 25/07/2016, number: 10294887
Gift Aid
  • NOT 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
  • Investment
  • 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
7 returns made; AR18: 13 days late,
Recent reorganisation events:
  • Asset transfer in from SPEECH AFTER STROKE CLUB (SOUTH TYNESIDE) on 16/09/2021
Main office

Age Concern
29 Beach Road
SOUTH SHIELDS
NE33 2QU

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 IN AND AROUND THE AREA OF BENEFIT:1.1. PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;1.2. ADVANCING EDUCATION FOR OLDER PEOPLE;1.3. PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL);1.4. PROMOTING EQUALITY AND DIVERSITY IN RELATION TO OLDER PEOPLE;1.5. ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND1.6. TO PROMOTE SUCH OTHER CHARITABLE PURPOSES (WHICH MAY BE FOR THE BENEFIT OF PERSONS OTHER THAN OLDER PEOPLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE) WHERE SUCH PURPOSES ARE DIRECTLY OR INDIRECTLY ALIGNED TO OR FURTHER ANY ONE OR MORE OF THE ABOVE.

Data Sources

Charity Commission for England and Wales
360 Giving

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great