Finance Score: 6
Governance Score: 9
Support Score: 6
  • Liabilities <10%: +3
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +6
Overall GiG Score: 21 ?

AGE UK LEEDS

Age UK Leeds provides services and activities for older people in the Metropolitan District of Leeds
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • Spending has increased over the last 3 years relative to the previous period
  • 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 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£1,797£1,748£48£37£2,230£1,4249.865106
31/03/22£1,605£1,426£179£36£2,182£1,29210.96138
31/03/21£1,616£1,353£262£40£2,003£1,18510.56085
31/03/20£1,423£1,440£-17£90£1,740£1,1529.65991
31/03/19£1,225£1,178£46£303£1,757£1,16311.845113
31/03/18£1,477£1,251£226£73£1,711£1,08510.4480
31/03/17£1,392£1,289£104£292£1,486£8487.9510
31/03/16*£1,285£1,289£-5£316£1,381£7426.9450
31/03/15*£1,078£1,067£11£355£1,387£7298.2270
31/03/14£908£934£-26£406£1,375£6989250
31/03/13£772£881£-109£387£1,402£7209.8230
31/03/12£1,277£850£427£312£1,510£81811.5210
31/03/11*£779£885£-105£332£1,084£84711.5210
31/03/10£1,162£853£309£304£1,190£96413.6270
31/03/09£798£802£-5£252£879£69910.5280
31/03/08£909£856£52£208£887£7039.9320
31/03/07£811£766£45£222£839£64710.1330
31/03/06£527£608£-80n/an/an/an/an/an/a
31/03/05£420£557£-137n/an/an/an/an/an/a
31/03/04£456£498£-42n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 2.1%
Fundraising Costs/Total Spending: 2.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 8%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 64%
Reserves/Spending: 9.8 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.8
Asset Split ?
Balance Sheet History
Established: 49 years

WWW.AGEUKLEEDS.ORG.UK

FINANCE@AGEUKLEEDS.ORG.UK

0113 389 3000

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • General Charitable Purposes
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Leeds City,
Who it helps
  • Elderly/Old People

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£300,000
Ministry of Defence£20,000
Leeds Community Foundation£1,500
Specific Donations
Amount When
Months
To be used for
Leeds Community Foundation - Stay warm this Winter
£1,500 30/10/2023
Grant to Age UK Leeds
National Lottery Community Fund - Ways to Wellbeing
£250,000 31/07/2023
36
The project will use the funding over three years to deliver a programme of activities designed for older people and will include social recreational and wellbeing activities and community partnerships with the aim of reducing isolation and ....more
National Lottery Community Fund - Now and then intergenerations
£10,000 10/06/2022
The funding will be used to deliver an intergenerational project for young and older people consisting of a variety of activities such as now and then sessions to share and compare lifestyles and memories joint day trips to places of interest ....more
National Lottery Community Fund - Age UK Leeds Digital Wellbeing Service
£40,000 26/04/2021
The funding will help to deliver a project which will tackle digital exclusion particularly in relation to health and wellbeing among older people in Leeds. The aim is to reduce feelings of isolation and loneliness by providing devices and training ....more
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£20,000 15/05/2020
to provide immediate support for vulnerable veterans with reduced social contact
Co-Operative Group - Grant to Age UK Leeds
£5,021 15/11/2019
We want to help lonely older people get online and find ways to reconnect with their community to reduce isolation.
National Lottery Community Fund - Happy Days
£99,842 08/02/2019
36
This funding is for a project designed to support potentially isolated and lonely older people to take part in activities they enjoy. Volunteers will work with individuals to identify their likes and interests and to support them to participate in ....more
Leeds Community Foundation - Help at Home (H@H)
£13,000 21/06/2018
11
Age UK Leeds plans to provide a social enterprise Help at Home (H@H) Service for older people in Leeds.
Ministry of Defence - Local Grants 2017/18
£20,000 01/04/2017
Community Integration and Local Service Delivery
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split

Age Range of Trustees: 43-76
  • ABIGAIL KATUNG Appointed: 2023, Occupation: Councillor
  • HOLLY SMITH Appointed: 2016, Occupation: Assistant Director
  • KEITH IVOR WAKEFIELD Appointed: 2019, Occupation: Councillor
  • KIM GAY Appointed: 2024, Occupation: Director
  • MICHAEL JOHN ALLEN Appointed: 2018, Occupation: Partner / Management Consultant
  • ROGER JOHN URQUHART HARINGTON Appointed: 2021, Occupation: Retired
  • SANDRA CHESELDINE Appointed: 2018, Occupation: Retired
Legal constitution
  • Charitable company registered in England & Wales on 13/02/1976, number: 504899
  • Registered at Companies House on 10/12/1975, number: 01236909
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Financial Conduct Authority
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
20 returns made; AR16: 0 days late, AR15: 0 days late, AR11: 2 days late,
Main office

AGE UK LEEDS
BRADBURY BUILDING
MARK LANE
LEEDS
LS2 8JA

Objectives

3.1 THE OBJECTS OF THE CHARITY ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE WITHIN THE AREA OF BENEFIT:3.1.1 PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;3.1.2 ADVANCING EDUCATION;3.1.3 PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL);3.1.4 PROMOTING EQUALITY AND DIVERSITY;3.1.5 PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS;3.1.6 ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND3.1.7 SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE CHARITY TRUSTEES FROM TIME TO TIME DECIDE;THE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL-BEING OF OLDER PEOPLE.

Defined Area of Benefit:

LEEDS

Data Sources

Charity Commission for England and Wales
360 Giving

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