Finance Score: 6

Governance Score: 2

Support Score: 6

Liabilities <10%: +3
Fundraising costs low: +3

Only 4 Trustees: -1
Good trustee age range: +3

Grant maker support: +6

Overall GiG Score: 14

AGE UK THANET LIMITED

Providing Social opportunities, information and Advice and community services for people over the age of 50 in Thanet. Branded partner of Age UK nationally

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are only 4 trustees

Established: 11 years

www.ageuk.org.uk/thanet/

info@ageukthanet.org.uk

01843223881

Charity Commission for England and Wales

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		£783	£832	£-49	£20	£1,008	£988	14.3	38	114
31/03/22		£717	£878	£-161	£19	£1,057	£1,022	14	30	100
31/03/21		£980	£726	£254	£20	£1,218	£1,215	20.1	31	80
31/03/20	*	£800	£739	£61	£23	£964	£935	15.2	31	110
31/03/19		£754	£805	£-51	£24	£903	£179	2.7	35	90
31/03/18		£745	£831	£-86	£14	£954	£209	3	48	0
31/03/17		£912	£905	£7	£27	£1,040	£1,004	13.3	48	0
31/03/16		£885	£746	£139	£0	£377	£350	5.6	40	0
31/03/15		£548	£583	£-35	£24	£220	£216	4.4	35	0
31/03/14		£807	£556	£251	£0	£255	£242	5.2	10	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.5%
Fundraising Costs/Total Spending: 2.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 14.3 months
Net Current Assets/Spending: 5 months
Quick Ratio: 7.5

Asset Split ?

Listed activities

Disability
Education/Training
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Recreation
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Kent,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

38 employees
114 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	£71,745
Ministry of Defence	£49,164
Garfield Weston Foundation	£30,000
The Clothworkers Foundation	£5,000

Specific Donations

Amount	When Months	To be used for
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£35,000	12/02/2021	The Positive Pathways programme funded projects that develop and run activities supporting the mental health and wellbeing of ex-Forces.
DCMS - Coronavirus Community Support Fund
£71,745	22/09/2020	"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 "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."
The Clothworkers Foundation - Grant to Age UK Thanet Ltd
£5,000	08/06/2020	COVID19 : Purchase of kitchen equipment for a charity that supports vulnerable older people in Thanet
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£14,164	15/05/2020	to provide immediate support for vulnerable veterans with reduced social contact
Garfield Weston Foundation - Main Grants award - COVID19 response
£30,000	07/02/2020	Providing 'wrap around' day services for disadvantaged & isolated older people 70+ in Thanet
National Lottery Community Fund - Thanet Age UK Intergenerational Project
£102,067	01/04/2015 11	What Money is for : The one year grant will fully-fund an existing full-time programme manager (4 hours on the project), an existing part-time project worker (30 hours) and four new part-time ....more What Money is for : The one year grant will fully-fund an existing full-time programme manager (4 hours on the project), an existing part-time project worker (30 hours) and four new part-time project workers contracted for the length of the grant (10.5 hours). It will also fund recruitment, general running costs, training, travel, evaluation, volunteer expenses and leaning and conference costs. It will contribute to overheads. Total revenue request: Â£102,067 Total project cost: Â£102,067

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Age Range of Trustees: 48-72

JAYNE ANN ELEANOR PRENTICE-WHITNEY Appointed: 2021, Occupation: Nurse

JUSTINE CRANE Appointed: 2019, Occupation: Accountant

SHIRLEY TOMLINSON (Chair) Appointed: 2013, Occupation: Company Director, Other trusteeships: MARGATE AND DR PEETE'S CHARITY, FRIENDS OF MARGATE CEMETERY TRUST,

TITILOLA ULIEM Appointed: 2023, Occupation: Legal Adviser

Legal constitution

Charitable company registered in England & Wales on 26/03/2013, number: 1151398
Registered at Companies House on 12/02/2013, number: 08398889

Gift Aid

NOT 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
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
Volunteer management

Filing Record

10 returns made; AR20: 8 days late,

Main office

Age UK Thanet Ltd
Randolph House
Zion Place
Margate
CT9 1RP

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 OLDER PEOPLE IN AND AROUND THANET:1) PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;2) ADVANCING EDUCATION;3) PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL;4) PROMOTING EQUALITY AND DIVERSITY;5) ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND6) SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDETHE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL-BEING OF OLDER PEOPLE.

Data Sources