Overall GiG Score: 23 ?
Finance Score: 3
Governance Score: 9
Support Score: 11
  • Liabilities <10%: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Large volunteers +3
  • Grant maker support: +8

AGE UK SOMERSET 

The objects of the charity promote the well-being of older people within the area of the administrative county of Somerset and the unitary authority area of North Somerset.The charity has the general aim of contributing to the quality of life of older people within its area of benefit, and this has been embodied within its mission statement.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • This charity has a robust balance sheet
  • 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 age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently
Established: 31 years

www.ageuksomerset.org.uk

info@ageuksomerset.org.uk

01823345610

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?

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£940£928£12£0£672£545718360
31/03/22£696£706£-10£0£660£61010.419270
31/03/21£659£588£70£0£670£6351316270
31/03/20£994£687£307£45£600£5599.820350
31/03/19£757£734£23£66£293£2724.420400
31/03/18£761£757£4£56£270£2103.3210
31/03/17£750£865£-115£75£266£2143240
31/03/16£707£804£-98£64£381£3435.1220
31/03/15£914£882£32£67£479£4245.8250
31/03/14£891£878£13£66£446£4335.9260
31/03/13£856£875£-19£63£433£4235.8240
31/03/12£970£884£86£106£453£3705250
31/03/11£862£971£-109£102£367£2973.7260
31/03/10£940£978£-38£103£476£3604.4290
31/03/09£1,079£938£141£98£514£3844.9270
31/03/08£1,047£1,026£21£85£374£3003.5320
31/03/07£935£863£72£102£353£3254.5280
31/03/06£778£687£91£0£0£0n/a00
31/03/05*£568£681£-113£0£0£0n/a00
31/03/04*£735£531£203£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 9%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 81%
Reserves/Spending: 7 months
Net Current Assets/Spending: 9 months
Quick Ratio: 10.7
Asset Split ?
What it does
  • General Charitable Purposes
Who works here?
  • 18 employees
  • 360 volunteers
Who it helps
  • Elderly/Old People
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • North Somerset, Somerset,

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
National Lottery Community Fund£168,972
DCMS£47,250
Quartet Community Foundation£36,599
Co-Operative Group£11,140
Somerset Community Foundation£10,500
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Holistic Support for Older People
£168,972 21/09/2022
The funding will enable the group to respond to requests for holistic assessments for older people that take account of their current situation and future plans enabling them to access any support ....more
Quartet Community Foundation - Grant to Age UK Somerset
£7,500 16/06/2022
To support the increase in information and advice enquiries owing to the cost of living crisis, allowing the organisation to support more older people.
Quartet Community Foundation - Supporting the Lonely
£10,000 08/11/2021
12
For a part time member of staff to visit this vulnerable older people and assess to offer more to them (exercise, financial assessments, regular social contact etc)
Somerset Community Foundation - Surviving Winter - small grants to help older people stay warm this winter
£5,500 29/10/2021
Surviving Winter - small grants to help older people stay warm this winter
Co-Operative Group - Grant to Age UK Somerset
£3,066 23/10/2021
Many older people have experienced decreased physical fitness and increased loneliness during the Covid pandemic. To help, we are running assisted online classes and money raised will help with this.
Somerset Community Foundation - 'Memory Connections' Dementia MCST and Active Befriending Walk and Talk
£5,000 23/09/2021
'Memory Connections' Dementia MCST and Active Befriending Walk and Talk
Quartet Community Foundation - Life after Lockdown
£15,000 02/03/2021
11
To help those too frail and elderly to take part in 'normal' exercise classes to benefit from 'Stay Strong Stay Steady', movement classes specific to the frail and elderly
Co-Operative Group - Grant to Age UK Somerset's Ageing Well Service
£5,341 24/10/2020
We will provide weekly activities to tackle loneliness and promote health and wellbeing of older people in Watchet.
DCMS - Coronavirus Community Support Fund
£47,250 02/09/2020
"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
Co-Operative Group - Grant to Age UK Somerset (Wincanton)
£2,733 15/11/2019
We train volunteers and provide weekly sessions for older people in Wincanton, to help tackle loneliness and promote health and wellbeing.
Quartet Community Foundation - Staying Steady
£4,099 02/08/2019
7
Exercise classes for elderly people in North Somerset
Quartet Community Foundation - Information ans Advice Officer for North Somerset
£9,453 27/03/2019
12
To fund North Somerset Information and Advice officer for 14 house a week for the next 12 months.
National Lottery Community Fund - Ageing Well
£9,999 27/03/2019
12
The funding will be used to recruit and train volunteers to deliver Tai Chi classes for older people. The project aims to increase their physical and social activity.
Quartet Community Foundation - Information, Advice and Ageing Well
£13,292 16/03/2018
12
For Information and Advice adviser, with particular emphasis on joining up welfare benefits eligibility with Age Well activities), and Mature Movers classes across North Somerset.
Quartet Community Foundation - Staying Steady - Ageing Well North Somerset
£3,000 20/12/2016
11
Toward the cost of running 3 different exercise activity sessions for older people in North Somerset, over a 12 week period.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split
Based on 6/7 persons

Age Range of Trustees: 47-67
  • JONATHAN SAMWAYS Appointed: 2022, Occupation: I.T. & Cyber Security Operational Risk Director
  • NATASHA GOSWELL Appointed: 2022, Occupation: Nurse (Professional Practice And Workforce Lead)
Legal constitution
  • Charitable company registered in England & Wales on 21/12/1992, number: 1015900
  • Registered at Companies House on 26/05/1992, number: 02717676
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Care Quality Commission
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
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR05: 15 days late, AR04: 1 days late,
Recent reorganisation events:
  • Asset transfer in from THE TAUNTON CIDER CHARITABLE TRUST on 26/04/2022
Main office

ASH HOUSE
COOK WAY
BINDON ROAD
TAUNTON
SOMERSET
TA2 6BJ

Objectives

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:

SOMERSET AND NORTH SOMERSET

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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