AGE CONCERN MID MERSEY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 19 July 1991
Removed: Not supplied
Company number supplied: 02625647
Financial period: 1 April 2024 – 31 March 2025
Latest income: £435,809
Latest expenditure: £732,965
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: MANSION HOUSE, VICTORIA PARK, CITY ROAD, ST. HELENS, MERSEYSIDE, WA10 2UE

Website recorded by the regulator: www.ageuk.org.uk/midmersey (displayed as text)

02 Activities

What the charity does

Promote the wellbeing of older people particularly those who suffer loneliness and isolation to help make their lives fulfilling, enjoyable and worthwhile, so that they might love later life.Working on behalf of older people across Merseyside to promote and provide a holistic range of health, wellbeing, care and support services allowing more independence, informed choice and greater control.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 6 January 2026
Date Accounts Received: 6 January 2026
Total Gross Income: £435,809
Total Gross Expenditure: £732,965

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 14 January 2025
Date Accounts Received: 14 January 2025
Total Gross Income: £497,481
Total Gross Expenditure: £592,957

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 15 January 2024
Date Accounts Received: 15 January 2024
Total Gross Income: £564,644
Total Gross Expenditure: £592,137

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 30 January 2023
Date Accounts Received: 30 January 2023
Total Gross Income: £569,874
Total Gross Expenditure: £557,091

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 30 January 2022
Date Accounts Received: 30 January 2022
Total Gross Income: £779,105
Total Gross Expenditure: £631,218

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 6 January 2026
Total Gross Income: £435,809
Total Gross Expenditure: £732,965
Grant Making Is Main Activity: No
Count Govt Contracts: 2
Count Govt Grants: £0
Income From Government Contracts: 220168
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 30

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 14 January 2025
Total Gross Income: £497,481
Total Gross Expenditure: £592,957
Grant Making Is Main Activity: No
Count Govt Contracts: 2
Count Govt Grants: £1
Income From Government Contracts: 257491
Income From Government Grants: £8,885
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 22

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 15 January 2024
Total Gross Income: £564,644
Total Gross Expenditure: £592,137
Grant Making Is Main Activity: No
Count Govt Contracts: 2
Count Govt Grants: £4
Income From Government Contracts: 277491
Income From Government Grants: £64,933
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 22

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 30 January 2023
Total Gross Income: £569,874
Total Gross Expenditure: £557,091
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 3
Charity Receives Govt Funding Grants: No
Income From Government Contracts: 271972
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 45

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 30 January 2022
Total Gross Income: £779,105
Total Gross Expenditure: £631,218
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 3
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £3
Income From Government Contracts: 275246
Income From Government Grants: £70,000
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 100

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 15 January 2024
Income Donations And Legacies: 61673
Income Other Trading Activities: 6377
Income Charitable Activities: 490792
Income Investments: 5775
Income Other: 27
Income Total Income And Endowments: 564644
Income Legacies: 31992
Income Endowments: 0
Expenditure Raising Funds: £36,257
Expenditure Charitable Expenditure: £555,880
Expenditure Other: 0
Expenditure Total: 592137
Expenditure Investment Management: 3803
Expenditure Grants Institution: 0
Expenditure Governance: 6150
Expenditure Support Costs: 386225
Expenditure Depreciation: 30344
Gain Loss Investment: 5775
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -299656
Gain Loss Other: 0
Reserves: £356,699
Assets Total Fixed: 572360
Assets Own Use: 572360
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £813,531
Assets Total Liabilities: £54,099
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,331,792
Creditors One Year Total Current: 54099
Creditors Falling Due After One Year: 0
Assets Cash: £719,806
Funds Endowment: 0
Funds Unrestricted: 1317976
Funds Restricted: 13816
Funds Total: 1331792
Count Employees: 22
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 30 January 2023
Income Donations And Legacies: 33727
Income Other Trading Activities: 12414
Income Charitable Activities: 520555
Income Investments: 3143
Income Other: 35
Income Total Income And Endowments: 569874
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £31,224
Expenditure Charitable Expenditure: £525,867
Expenditure Other: 0
Expenditure Total: 557091
Expenditure Investment Management: 3333
Expenditure Grants Institution: 0
Expenditure Governance: 7200
Expenditure Support Costs: 333205
Expenditure Depreciation: 30201
Gain Loss Investment: -310317
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -30201
Gain Loss Other: 0
Reserves: £758,941
Assets Total Fixed: 900000
Assets Own Use: 900000
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £808,318
Assets Total Liabilities: £49,377
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,658,941
Creditors One Year Total Current: 49377
Creditors Falling Due After One Year: 0
Assets Cash: £770,509
Funds Endowment: 0
Funds Unrestricted: 1644869
Funds Restricted: 14072
Funds Total: 1658941
Count Employees: 22
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 30 January 2022
Income Donations And Legacies: 166502
Income Other Trading Activities: 49715
Income Charitable Activities: 557726
Income Investments: 4982
Income Other: 180
Income Total Income And Endowments: 779105
Income Legacies: 10500
Income Endowments: 0
Expenditure Raising Funds: £35,358
Expenditure Charitable Expenditure: £595,860
Expenditure Other: 0
Expenditure Total: 631218
Expenditure Investment Management: 4272
Expenditure Grants Institution: 0
Expenditure Governance: 7604
Expenditure Support Costs: 434763
Expenditure Depreciation: 36758
Gain Loss Investment: -1500
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -36758
Gain Loss Other: 0
Reserves: £717,243
Assets Total Fixed: 1260783
Assets Own Use: 1260783
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £794,590
Assets Total Liabilities: £77,347
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,978,026
Creditors One Year Total Current: 77347
Creditors Falling Due After One Year: 0
Assets Cash: £717,666
Funds Endowment: 0
Funds Unrestricted: 1963698
Funds Restricted: 14328
Funds Total: 1978026
Count Employees: 26
Consolidated Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: St Helens
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Warrington
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Knowsley
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Halton
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

08 Official extract

Charity Event History

Charity Name: AGE CONCERN MID MERSEY
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2020-01-08T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 3938840
Assoc Registered Charity Number: 1070850
Assoc Charity Name: AGE UK SUPPORT SERVICES NORTH WEST

Charity Name: AGE CONCERN MID MERSEY
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1991-07-19T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 1 JULY 1991 AS AMENDED BY SPECIAL RESOLUTIONS DATED 23 JUNE 1995, 7 SEPTEMBER 2000, 17 DECEMBER 2007 AND 22 OCTOBER 2008, AND CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 23 OCTOBER 2008AS AMENDED BY SPECIAL RESOLUTION(S) DATED 10 NOV 2015 AS AMENDED ON 19 NOV 2019AS AMENDED BY SPECIAL RESOLUTION(S) DATED 10 DEC 2025AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 13 JAN 2026
Charitable Objects: 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.
Area Of Benefit: MID MERSEY, COMPRISING THE FOUR BOROUGHS OF HALTON, KNOWSLEY, ST HELENS AND WARRINGTON OR SUCH OTHER AREA OF BENEFIT WITHIN WHICH THE CHARITY MAY OPERATE WITH THE PRIOR APPROVAL OF AGE UK

10 Official extract

Charity Other Names

Charity Name Id: 17988
Charity Name Type: Previous name
Charity Name: AGE CONCERN HALTON & ST HELENS

Charity Name Id: 17992
Charity Name Type: Previous name
Charity Name: AGE CONCERN ST HELENS

Charity Name Id: 506069
Charity Name Type: Working name
Charity Name: AGE UK MID MERSEY

11 Official extract

Charity Policy

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Volunteer management

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Paying staff

Policy Name: Social media policy and procedures

Policy Name: Risk management

Policy Name: Investment

Policy Name: Bullying and harassment policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints handling

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Conflicting interests

Policy Name: Financial reserves policy and procedures