Finance Score: -7

Governance Score: 6

Support Score: 9

Positive trading contribution: +2;Spending falling: -1
Volatile income: -3
Fundraising costs high: -5

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +9

Overall GiG Score: 8

AGE UK LINDSEY

The charity covers the areas of East and West Lindsey in Lincolnshire and North Lincolnshire. It aims to work with and for older people, helping to make later life a fulfilling and enjoyable experience, through the delivery of a range of direct services and activities appropriate to their needs. This includes providing Information and Advice, domestic support in the home and befriending support.

Analysis by Giving is Great

Positives:

More than half of total income was derived from trading and fees in the latest year
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

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently
Fundraising costs are extremely high relative to funds raised

Established: 24 years

ageuk.org.uk/lindsey

info@ageuklindsey.co.uk

01507 524242

Charity Commission for England and Wales

Tweets

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	£998	£1,032	£-35	£699	£441	£414	4.8	43	140
31/03/22	£948	£1,013	£-65	£716	£475	£449	5.3	55	89
31/03/21	£1,180	£1,177	£3	£569	£540	£57	0.6	50	120
31/03/20	£1,580	£1,624	£-44	£610	£537	£462	3.4	130	280
31/03/19	£1,579	£1,633	£-54	£555	£581	£488	3.6	145	200
31/03/18	£1,536	£1,536	£0	£543	£635	£498	3.9	156	0
31/03/17	£1,140	£1,184	£-44	£400	£635	£604	6.1	148	0
31/03/16	£1,198	£1,035	£163	£369	£679	£648	7.5	52	0
31/03/15	£1,255	£1,255	£-1	£364	£516	£485	4.6	50	0
31/03/14	£1,272	£1,244	£28	£400	£517	£463	4.5	55	0
31/03/13	£1,263	£1,186	£78	£344	£489	£414	4.2	52	0
31/03/12	£1,161	£1,081	£80	£298	£411	£336	3.7	52	0
31/03/11	£1,098	£1,042	£56	£254	£331	£258	3	52	0
31/03/10	£974	£879	£95	£222	£275	£217	3	42	0
31/03/09	£883	£850	£32	£234	£180	£135	1.9	45	0
31/03/08	£751	£750	£0	£230	£148	£99	1.6	110	0
31/03/07	£727	£701	£26	£232	£147	£100	1.7	104	0
31/03/06	£650	£644	£6	£0	£0	£0	n/a	0	0
31/03/05	£612	£593	£19	£0	£0	£0	n/a	0	0
31/03/04	£448	£458	£-11	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 239.5%
Fundraising Costs/Total Spending: 67.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 20%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 4.8 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.7

Asset Split ?

Listed activities

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

How it operates

Makes Grants to Individuals
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Lincolnshire, North Lincolnshire,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

43 employees
140 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

Henry Smith Charity	£329,200
Lincolnshire Community Foundation	£60,000
The Clothworkers Foundation	£50,000
National Lottery Community Fund	£10,000

Specific Donations

Amount	When Months	To be used for
The Clothworkers Foundation - Grant to Age UK Lindsey
£50,000	19/10/2022	refurbishment of building for a charity supporting older people in Lincolnshire
National Lottery Community Fund - Thrive at Home Project
£10,000	16/09/2022	The funding will be used to help support older people to maximise their income stay connected to the available support for them during the cost of living crisis and stay warm this winter. The project ....more The funding will be used to help support older people to maximise their income stay connected to the available support for them during the cost of living crisis and stay warm this winter. The project aims to increase the capacity of the Client Support team to help meet the increasing demands of the vulnerable elderly community improving overall mental health and wellbeing.
Henry Smith Charity - Grant to Age UK Lindsey
£105,000	11/03/2022 36	towards three years' running costs of the 'Information and Advice, Befriending and Keep Connected Mobile Outreach' project for older people, impacted by the COVID-19 pandemic, in East and West ....more towards three years' running costs of the 'Information and Advice, Befriending and Keep Connected Mobile Outreach' project for older people, impacted by the COVID-19 pandemic, in East and West Lindsey, Lincolnshire.
Henry Smith Charity - Grant to Age UK Lindsey
£144,000	10/03/2022 36	towards three years' continuation funding of the salary of a Client Support Manager at a project providing information and advice for older people in East and West Lindsey, Lincolnshire.
Henry Smith Charity - Grant to Age UK Lindsey
£80,200	23/10/2020 12	towards one year's running costs of a befriending, information and advice and the Keep Connected service that will support older people affected by COVID-19 in Lincolnshire.
Lincolnshire Community Foundation - Age UK East Lindsey Covid Project
£12,500	29/07/2020	Advice and support for older people
Lincolnshire Community Foundation - Age UK East Lindsey Covid Project
£12,500	29/07/2020	Advice and support for older people
Lincolnshire Community Foundation - Age UK Lindsey Covid Project
£5,000	22/06/2020	Telephone befriending
Lincolnshire Community Foundation - Age UK Lindsey Covid Project
£5,000	22/06/2020	Telephone befriending
Lincolnshire Community Foundation - Age UK East Lindsey Covid Project
£12,500	25/04/2020	Advice and support for older people
Lincolnshire Community Foundation - Age UK East Lindsey Covid Project
£12,500	25/04/2020	Advice and support for older people
Henry Smith Charity - Grant to Age UK Lindsey
£120,800	12/12/2018 36	towards three years' salary of four part-time Information and Advice Officers at a project providing help and support for older people in Lincolnshire
National Lottery Community Fund - Benefits Advice Programme
£284,500	12/03/2018 36	Benefits Advice Programme

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-88

ANNAMARIE WATSON Appointed: 2021, Occupation: Retired

CANON JOHN THOROLD, Occupation: Vicar

CLAIRE PARKER-ROBSON (Chair) Appointed: 2002, Occupation: Solicitor

CLAIRE MARKHAM Appointed: 2019, Occupation: Investment Director

IAN BROWN Appointed: 2019, Occupation: Retired, Other trusteeship: MID LINCOLNSHIRE METHODIST CIRCUIT,

JAMES BRINDLE Appointed: 2019, Occupation: Deputy Ceo Of Magna Vitae, Other trusteeship: SPILSBY SESSIONS HOUSE,

KAREN CARLESS Appointed: 2024, Occupation: District Councillor

OWEN BIERLEY Appointed: 2006, Occupation: District Councillor

ROSE DOBBS Appointed: 2005, Occupation: None

Legal constitution

Charitable company registered in England & Wales on 03/03/2000, number: 1079691
Registered at Companies House on 02/02/2000, number: 03917990

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; all on time

Main office

AGE UK LINDSEY
THE OLD SCHOOL HOUSE
MANOR HOUSE STREET
HORNCASTLE
LN9 5HF

Objectives

To promote the relief of elderly people in any manner which now or hereafter may be deemed by law to be charitable, in and around East Lindsey and West Lindsey, Lincolnshire and North Lincolnshire or such other area of benefit within which the Organisation may operate with the prior approval of Age UK (hereinafter called “the area of benefit”).

Defined Area of Benefit:

THE DISTRICTS OF EAST LINDSEY AND WEST LINDSEY (LINCOLNSHIRE)

Data Sources