Finance Score: -2
Governance Score: 5
Support Score: 7
  • Low unrestricted reserves: -2
  • Spending falling: -1
  • Multiple Deficits: -2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Mainly female board: -1
  • Overall weighted support: +7
Overall GiG Score: 10 ?

AGE UK BRISTOL

Age UK Bristol provides the following services for older people: Information and Advice, Day Services, Going Home from Hospital service, LinkAge for a range of services to enable social connection and peer support, Cognitive Stimulation Therapy for people with dementia, Active Ageing Bristol to support people to keep fit and active, and strategic work to enable an age friendly city.
Analysis by Giving is Great

Positives:

  • 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 dynamic in terms of composition

Regulatory & Governance issues to consider:

  • The Board is predominantly female

Financial issues to consider:

  • Unrestricted reserves appear to be dangerously low at the latest year end
  • Spending has fallen significantly over the last 5 years relative to the previous period
  • 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£1,944£1,734£210£11£376£3732.62679
31/03/22£867£1,168£-301£8£166£1661.72060
31/03/21*£1,214£1,085£129£25£467£4154.63270
31/03/20£2,102£2,354£-252£27£338£2111.13367
31/03/19£2,607£2,385£222£14£590£2261.14065
31/03/18£2,007£2,094£-87£0£368£2311.3300
31/03/17£1,464£1,499£-34£53£455£2892.3320
31/03/16£1,041£1,077£-36£63£151£1191.3260
31/03/15£758£780£-21£70£187£1852.9220
31/03/14£752£731£21£77£216£1702.8210
31/03/13£731£714£17£84£215£1883.2200
31/03/12£745£781£-36£75£198£1983230
31/03/11*£727£910£-183£95£234£2343.1240
31/03/10£901£841£60£91£417£3755.4250
31/03/09£756£750£5£82£357£2263.6260
31/03/08£702£722£-20£82£351£2033.4250
31/03/07£712£697£15£71£371£1702.9230
31/03/06*£100£687£-587n/an/an/an/an/an/a
31/03/05£679£581£98n/an/an/an/an/an/a
31/03/04£679£486£194n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0.6%
Fundraising Costs/Total Spending: 0.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 33%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 2.6 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.6
Asset Split ?
Balance Sheet History
Established: 30 years

www.ageukbristol.org.uk

admin@ageukbristol.org.uk

0117 929 7537

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
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
  • Bristol 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
Quartet Community Foundation£44,390
DCMS£35,603
Ministry of Defence£20,000
Sport England£10,800
Specific Donations
Amount When
Months
To be used for
Quartet Community Foundation - Grant to Age UK Bristol
£4,990 08/12/2023
11
To train and support volunteers to deliver Tai Chi in community settings across Bristol.
Quartet Community Foundation - Grant to Age UK Bristol
£12,900 21/06/2023
Towards the development of the Bristol Ageing Better Alliance (6 local voluntary organisations) as a vehicle for collaboration, building resilience and influence for the Older People's VCS.
Quartet Community Foundation - Bristol Ageing Better Alliance
£4,000 16/03/2023
Development work to support the Bristol Ageing Better Alliance to become a space for collaboration, building resilience and influence for the Older People's voluntary and community sector.
Quartet Community Foundation - Grant to Age UK Bristol
£10,000 23/02/2023
To provide one to one advice and support to vulnerable older people in Bristol.
National Lottery Community Fund - Memory Connections
£9,988 18/11/2022
The funding will be used to provide a weekly memory group for older people with dementia. The project aims to improve wellbeing and support people living with dementia to live longer independently at home.
Co-Operative Group - Grant to Age UK Bristol
£2,007 22/10/2022
We plan to provide weekly befriending calls to older people considered at risk of loneliness and isolation.
Quartet Community Foundation - Grant to Age UK Bristol
£5,000 06/10/2022
For bridge funding for the dementia service Memory Connections, which provides a non-medical intervention for people with mild to moderate memory loss.
Quartet Community Foundation - Grant to Age UK Bristol
£7,500 30/05/2022
Part funding for a specialist Advice Worker to provide in-depth advice for older people.
Co-Operative Group - Grant to Age UK Bristol
£1,789 23/10/2021
We plan to continue to run LinkAge telephone groups, which offer an inclusive way for older people to connect with others, stay physically and mentally active and reduce isolation.
Sir Jules Thorn Charitable Trust - Age UK Bristol - 05/08/21
£1,000 03/09/2021
Telephone Groups
DCMS - Coronavirus Community Support Fund
£35,603 09/09/2020
"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 operate, thereby reducing the burden on public ....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
Sport England - Tai Chi and Tea
£10,800 28/01/2020
15
Funding under Sport England's Small Grants funding programme for a Revenue project titled Tai Chi and Tea. This project is a Sport and Physical Activity project, with a focus on older beneficiaries.
Co-Operative Group - Grant to Age UK Bristol
£4,425 19/11/2018
Making Connections is our new outreach programme. We want to do hour-long technology 'taster sessions' for older people around Bristol.
Quartet Community Foundation - Grant to Age UK Bristol
£7,500 13/06/2018
Towards the groups service redesign.
Quartet Community Foundation - Information and Advice Service Volunteering Support
£2,602 06/04/2017
For the Adviceline, a free and confidential service manned by volunteers that provides advice on benefits, social care, debt, housing etc.
National Lottery Community Fund - Bristol Ageing Better (BAB)
£5,897,662 04/09/2014
60
Not Available
Lloyds Bank Foundation - Grant to Age UK Bristol
£15,000 29/04/2014
Age UK Bristol's Dementia Advice Project gives information and advice to people with dementia and their families and carers. People with dementia will be supported to access the benefits and services they need in order to improve their living ....more
National Lottery Community Fund - Age UK Bristol (Formally Age Concern Brisol) (Grant development)
£20,000 15/01/2014
3
Age UK Bristol (Formally Age Concern Brisol) (Grant development)
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: 29-85
  • ERMIRA MASHA Appointed: 2023, Occupation: Senior Commercial Manager
  • JOANNA SUTTON Appointed: 2020, Occupation: It Consultant
  • JUDITH IRENE BROWN Appointed: 2020, Occupation: Retired Lecturer
  • MINA ELIZABETH MALPASS Appointed: 2015, Occupation: Retired
  • RACHEL MILLAR Appointed: 2024, Occupation: Programme Lead In Health Policy
  • ROSS EDWARD CAMPBELL Appointed: 2020, Occupation: Personal Trainer
  • YVONNE MARIE GORDON Appointed: 2021, Occupation: Risk & Compliance Manager
Legal constitution
  • Charitable company registered in England & Wales on 06/12/1994, number: 1042548
  • Registered at Companies House on 28/10/1994, number: 02984207
Gift Aid
  • Registered with HMRC for Gift Aid
Fundraising Regulator
First registered: 01/31/2020, current status: Small charity
Policies in force
  • Complaints handling
  • Conflicting interests
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
20 returns made; AR21: 3 days late, AR11: 121 days late, AR06: 18 days late,
Recent reorganisation events:
  • Asset transfer in from LINKAGE (WEST OF ENGLAND) LIMITED on 11/01/2021
Main office

Age UK
Canningford House
38 Victoria Street
BRISTOL
BS1 6BY

Objectives

TO PROMOTE THE RELIEF OF OLDER PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND BRISTOL (HEREIN AFTER CALLED THE AREA OF BENEFIT.

Defined Area of Benefit:

THE CITY AND COUNTY OF BRISTOL

Data Sources

Charity Commission for England and Wales
360 Giving
Charizone

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