Finance Score: 1

Governance Score: 6

Support Score: 6

Multiple Deficits: -2
Fundraising costs low: +3

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

Grant maker support: +6

Overall GiG Score: 13

PLYMOUTH AGE CONCERN

Plymouth Age Concern (known as Age UK Plymouth) exists to care for and work with people over the age of 50 and their carers in and around the City of Plymouth to improve the quality of their life through the promotion of choice, opportunity and independence.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
Spending has increased over the last 3 years relative to the previous period
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

On several occasions in recent years income has been less than spending

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		£2,125	£2,396	£-271	£33	£2,678	£776	3.9	99	32
31/03/22		£1,065	£1,256	£-191	£26	£3,030	£1,134	10.8	67	29
31/03/21		£968	£1,217	£-249	£42	£3,061	£806	7.9	54	117
31/03/20		£962	£1,305	£-342	£60	£2,944	£1,000	9.2	59	42
31/03/19		£950	£1,432	£-482	£29	£3,444	£1,333	11.2	71	58
31/03/18		£1,044	£1,553	£-508	£13	£4,641	£683	5.3	73	0
31/03/17		£1,293	£1,910	£-617	£7	£5,166	£1,720	10.8	101	0
31/03/16	*	£1,785	£1,955	£-171	£2	£5,420	£1,920	11.8	117	0
31/03/15		£1,943	£2,025	£-82	£16	£5,224	£1,633	9.7	128	0
31/03/14		£2,009	£2,043	£-34	£15	£5,179	£1,541	9.1	137	0
31/03/13		£2,194	£2,128	£66	£52	£5,111	£1,515	8.5	156	0
31/03/12		£2,155	£2,354	£-199	£48	£4,823	£658	3.4	153	0
31/03/11		£2,303	£2,365	£-62	£64	£5,032	£647	3.3	99	0
31/03/10		£2,333	£2,447	£-114	£87	£5,052	£635	3.1	100	0
31/03/09		£2,506	£2,371	£135	£105	£4,643	£619	3.1	100	0
31/03/08		£1,929	£2,242	£-313	£94	£5,110	£569	3	97	0
31/03/07		£1,925	£2,158	£-233	£98	£5,860	£705	3.9	99	0
31/03/06		£1,970	£2,002	£-32	£0	£0	£0	n/a	0	0
31/03/05		£1,780	£1,848	£-68	£0	£0	£0	n/a	0	0
31/03/04		£1,703	£1,795	£-92	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.2%
Fundraising Costs/Total Spending: 1.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 29%
Reserves/Spending: 3.9 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.8

Asset Split ?

Established: 44 years

www.ageukplymouth.org.uk

enquiries@ageukplymouth.org.uk

01752256020

Charity Commission for England and Wales

Tweets

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Services for the elderly

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Devon, Plymouth City,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

99 employees
32 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

DCMS	£75,515
Garfield Weston Foundation	£25,000
National Lottery Community Fund	£16,023
Ministry of Defence	£11,618

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Age UK Plymouth
£2,735	23/10/2021	Our aim is to offer monthly dementia-friendly Sunday lunches, while providing transport and entertainment.
The Clothworkers Foundation - Grant to Plymouth Age Concern
£9,000	16/08/2021	refurbishment of building for a charity supporting older people in Plymouth
Garfield Weston Foundation - Main Grants award
£25,000	16/07/2021	Core Funding
National Lottery Community Fund - Help at Home Equipment
£6,023	11/02/2021 12	The organisation will use the funding to develop their existing services to meet an increased demand during the pandemic purchasing new gardening equipment and providing training for staff.
Co-Operative Group - Grant to Age UK Plymouth
£2,862	24/10/2020	We aim to offer lonely older people the opportunity to meet new friends and socially engage by organising day trips and social events.
DCMS - Coronavirus Community Support Fund
£75,515	05/08/2020	"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 ....more "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 services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£11,618	15/05/2020	to provide immediate support for vulnerable veterans with reduced social contact
Devon Community Foundation - COVID19 Community Support
£3,750	01/04/2020 1	Grant to Age UK Plymouth
National Lottery Community Fund - Age UK Plymouth Help at home capital
£10,000	17/02/2020 4	This project continues support for the Help at Home project which aims to help older isolated people remain independent at home, have a good quality of life and ensure their property is clean and ....more This project continues support for the Help at Home project which aims to help older isolated people remain independent at home, have a good quality of life and ensure their property is clean and well maintained. In order to address the increased demand for the service the project would like to purchase a small utility van and a range of tools.
National Lottery Community Fund - Hub for Later Life - Gateway to Services
£99,523	28/02/2019 36	This funding will enable the delivery of a new personalised outreach service for those in need but not currently accessing the services offered by the project. The project enables older people to ....more This funding will enable the delivery of a new personalised outreach service for those in need but not currently accessing the services offered by the project. The project enables older people to live independently with dignity and choice, alongside raising awareness of loneliness and available support.
Co-Operative Group - Grant to Age UK Plymouth ( Plymouth Age Concern)
£2,502	19/11/2018	We need funds to provide a weekly two hour 'Memory Lane' session for people with memory loss and dementia.
National Lottery Community Fund - Valuing Lives
£291,141	11/02/2013 36	This project aims to build confidence and improve health for socially isolated older people in Plymouth, creating a support programme of people aged 50 and over who have a wide range of support ....more This project aims to build confidence and improve health for socially isolated older people in Plymouth, creating a support programme of people aged 50 and over who have a wide range of support needs. These will range from regular company to reduce isolation, through to more intense support to bring them back into the community, such as volunteering. Activities include exercise, cooking, arts and crafts, games and reminiscence, confidence building sessions, weekly coffee mornings and health information.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Age Range of Trustees: 28-79

FREYJA THOMSON Appointed: 2022, Occupation: Public & Community Engagement Coordinator

MAJORIE CREEK Appointed: 2021, Occupation: Solicitor & Partner

NICKY WATT Appointed: 2022

PETER BURROUGHS Appointed: 2020, Occupation: Development Director

BENNY WRIGHT Appointed: 2016, Occupation: Trustee

DR STEPHEN JOHN HOBBS Appointed: 2019, Occupation: Retired

ELIZABETH BOMBIERI Appointed: 2018, Occupation: Consultant

Legal constitution

Charitable company registered in England & Wales on 30/04/1980, number: 281820
Registered at Companies House on 04/06/1980, number: 01499927

Gift Aid

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
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

20 returns made; AR16: 16 days late,

Main office

Plymouth Age Concern
William & Patricia Venton Centre
Astor Drive
PLYMOUTH
PL4 9RD

Objectives

TO PROMOTE THE WELFARE OF OLDER PEOPLE AND DISABLED PEOPLE IN AND AROUND THE CITY OF PLYMOUTH BY ADVANCING THE RELIEF OF POVERTY, DISTRESS, INFIRMITY AND SICKNESS AND ANY OTHER OBJECTS OF SOCIAL WELFARE WHICH MAY NOW OR HEREAFTER BE DEEMED BY LAW TO BE CHARITABLE.

Defined Area of Benefit:

CITY OF PLYMOUTH

Data Sources