AGE UK EXETER — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 7 May 1992
Removed: Not supplied
Company number supplied: 02703636
Financial period: 1 April 2024 – 31 March 2025
Latest income: £751,308
Latest expenditure: £954,262
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Age UK Exeter, The Sycamores, Mount Pleasant Road, EXETER, EX4 7AE

Website recorded by the regulator: www.ageukexeter.org.uk (displayed as text)

02 Activities

What the charity does

To promote the well-being of all older people in Exeter and help make later life a fulfilling and enjoyable experience.

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: 25 November 2025
Date Accounts Received: 25 November 2025
Total Gross Income: £751,308
Total Gross Expenditure: £954,262

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: 15 November 2024
Date Accounts Received: 15 November 2024
Total Gross Income: £820,645
Total Gross Expenditure: £872,659

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: 19 December 2023
Date Accounts Received: 19 December 2023
Total Gross Income: £787,386
Total Gross Expenditure: £790,490

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: 22 November 2022
Date Accounts Received: 22 November 2022
Total Gross Income: £703,832
Total Gross Expenditure: £712,208

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: 26 January 2022
Date Accounts Received: 26 January 2022
Total Gross Income: £1,218,895
Total Gross Expenditure: £1,109,268

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: 25 November 2025
Total Gross Income: £751,308
Total Gross Expenditure: £954,262
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £0
Income From Government Contracts: 48006
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: 107

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: 15 November 2024
Total Gross Income: £820,645
Total Gross Expenditure: £872,659
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £0
Income From Government Contracts: 46721
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: 114

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: 19 December 2023
Total Gross Income: £787,386
Total Gross Expenditure: £790,490
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £1
Income From Government Contracts: 87463
Income From Government Grants: £500
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: 190

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: 22 November 2022
Total Gross Income: £703,832
Total Gross Expenditure: £712,208
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: Yes
Charity Agreement Professional Fundraiser: Yes
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 2
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £4
Income From Government Contracts: 115470
Income From Government Grants: £14,719
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 190

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: 26 January 2022
Total Gross Income: £1,218,895
Total Gross Expenditure: £1,109,268
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 9
Charity Receives Govt Funding Grants: No
Income From Government Contracts: 219296
Charity Has Trading Subsidiary: No
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: 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: 25 November 2025
Income Donations And Legacies: 135451
Income Other Trading Activities: 8802
Income Charitable Activities: 599618
Income Investments: 7437
Income Other: 0
Income Total Income And Endowments: 751308
Income Legacies: 36268
Income Endowments: 0
Expenditure Raising Funds: £31,408
Expenditure Charitable Expenditure: £829,036
Expenditure Other: 93818
Expenditure Total: 954262
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 7372
Expenditure Support Costs: 171238
Expenditure Depreciation: 46600
Gain Loss Investment: 5971
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 146449
Gain Loss Other: 0
Reserves: £179,899
Assets Total Fixed: 642066
Assets Own Use: 522499
Assets Long Term Investment: 119567
Defined Benefit Pension Scheme: 0
Assets Other Assets: £266,058
Assets Total Liabilities: £86,159
Assets Current Investment: 0
Assets Total Assets And Liabilities: £821,965
Creditors One Year Total Current: 86159
Creditors Falling Due After One Year: 0
Assets Cash: £207,241
Funds Endowment: 0
Funds Unrestricted: 778628
Funds Restricted: 43337
Funds Total: 821965
Count Employees: 21
Charity Only Accounts: Yes

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: 15 November 2024
Income Donations And Legacies: 187943
Income Other Trading Activities: 12492
Income Charitable Activities: 614645
Income Investments: 5565
Income Other: 0
Income Total Income And Endowments: 820645
Income Legacies: 116452
Income Endowments: 0
Expenditure Raising Funds: £21,788
Expenditure Charitable Expenditure: £850,871
Expenditure Other: 0
Expenditure Total: 872659
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 288925
Expenditure Depreciation: 8315
Gain Loss Investment: 5806
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 824455
Assets Own Use: 711138
Assets Long Term Investment: 113317
Defined Benefit Pension Scheme: 0
Assets Other Assets: £180,523
Assets Total Liabilities: £132,479
Assets Current Investment: 0
Assets Total Assets And Liabilities: £872,499
Creditors One Year Total Current: 132479
Creditors Falling Due After One Year: 0
Assets Cash: £24,822
Funds Endowment: 0
Funds Unrestricted: 863648
Funds Restricted: 8851
Funds Total: 872499
Count Employees: 22
Charity Only Accounts: Yes

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: 19 December 2023
Income Donations And Legacies: 237534
Income Other Trading Activities: 25519
Income Charitable Activities: 520548
Income Investments: 3785
Income Other: 0
Income Total Income And Endowments: 787386
Income Legacies: 94207
Income Endowments: 0
Expenditure Raising Funds: £16,833
Expenditure Charitable Expenditure: £773,657
Expenditure Other: 0
Expenditure Total: 790490
Expenditure Investment Management: 1112
Expenditure Grants Institution: 0
Expenditure Governance: 17258
Expenditure Support Costs: 262859
Expenditure Depreciation: 9921
Gain Loss Investment: -8307
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £181,885
Assets Total Fixed: 871280
Assets Own Use: 714791
Assets Long Term Investment: 156489
Defined Benefit Pension Scheme: 0
Assets Other Assets: £175,073
Assets Total Liabilities: £127,646
Assets Current Investment: 0
Assets Total Assets And Liabilities: £918,707
Creditors One Year Total Current: 27646
Creditors Falling Due After One Year: 100000
Assets Cash: £106,665
Funds Endowment: 0
Funds Unrestricted: 896676
Funds Restricted: 22031
Funds Total: 918707
Count Employees: 51
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: 22 November 2022
Income Donations And Legacies: 219685
Income Other Trading Activities: 12643
Income Charitable Activities: 469714
Income Investments: 1790
Income Other: 0
Income Total Income And Endowments: 703832
Income Legacies: 68026
Income Endowments: 0
Expenditure Raising Funds: £4,372
Expenditure Charitable Expenditure: £707,836
Expenditure Other: 0
Expenditure Total: 712208
Expenditure Investment Management: 1170
Expenditure Grants Institution: 0
Expenditure Governance: 6628
Expenditure Support Costs: 230083
Expenditure Depreciation: 12427
Gain Loss Investment: 9620
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £298,736
Assets Total Fixed: 877218
Assets Own Use: 713539
Assets Long Term Investment: 163679
Defined Benefit Pension Scheme: 0
Assets Other Assets: £180,995
Assets Total Liabilities: £128,095
Assets Current Investment: 0
Assets Total Assets And Liabilities: £930,118
Creditors One Year Total Current: 28095
Creditors Falling Due After One Year: 100000
Assets Cash: £61,644
Funds Endowment: 0
Funds Unrestricted: 918937
Funds Restricted: 11181
Funds Total: 930118
Count Employees: 51
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: 26 January 2022
Income Donations And Legacies: 702212
Income Other Trading Activities: 12522
Income Charitable Activities: 502385
Income Investments: 1776
Income Other: 0
Income Total Income And Endowments: 1218895
Income Legacies: 11602
Income Endowments: 0
Expenditure Raising Funds: £11,780
Expenditure Charitable Expenditure: £1,097,488
Expenditure Other: 0
Expenditure Total: 1109268
Expenditure Investment Management: 1000
Expenditure Grants Institution: 0
Expenditure Governance: 6929
Expenditure Support Costs: 343100
Expenditure Depreciation: 11957
Gain Loss Investment: 28962
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £301,572
Assets Total Fixed: 852203
Assets Own Use: 698608
Assets Long Term Investment: 153595
Defined Benefit Pension Scheme: 0
Assets Other Assets: £263,369
Assets Total Liabilities: £186,698
Assets Current Investment: 0
Assets Total Assets And Liabilities: £928,874
Creditors One Year Total Current: 92111
Creditors Falling Due After One Year: 94587
Assets Cash: £177,617
Funds Endowment: 0
Funds Unrestricted: 900180
Funds Restricted: 28694
Funds Total: 928874
Count Employees: 81
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

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

07 Official extract

Charity Classification

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

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

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

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

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

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

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

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

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

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

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

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

08 Official extract

Charity Event History

Charity Name: AGE UK EXETER
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1992-05-07T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 03/04/1992AS AMENDED BY SPECIAL RESOLUTION(S) DATED 14/06/1994AS AMENDED BY SPECIAL RESOLUTION(S) DATED 18/10/1995AS AMENDED BY SPECIAL RESOLUTION(S) DATED 26/10/2006AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 23/05/2011 as amended on 23 Oct 2019 as amended on 12 Jul 2024
Charitable Objects: 3.1 The objects of the Charity are to promote the following purposes for the benefit of the public and/or older people in and around Exeter (herinafter called 'the area of benefit').3.2.1 preventing or relieving the poverty or loneliness of older people.3.2.2 advancing education3.2.3 preventing or relieving sickness, disease or suffering in older people (whether emotional, mental or physical)3.2.4 promoting equality and diversity3.2.5 promoting the human rights of older people in accordance with the Universal Declaration of Human Rights3.2.6 assisting older people, or their carers, in need by reason of ill-health, social exclusion or other disadvantage; and 3.2.7 such other charitable purposes for the benefit of older people as the Charity Trustees from time to time decide.
Area Of Benefit: CITY OF EXETER AND ITS ENVIRONS

10 Official extract

Charity Other Names

Charity Name Id: 37088
Charity Name Type: Previous name
Charity Name: AGE CONCERN EXETER

11 Official extract

Charity Policy

Policy Name: Complaints policy and procedures

Policy Name: Risk management

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints handling

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investment

Policy Name: Internal risk management policy and procedures

Policy Name: Conflicting interests

Policy Name: Paying staff

Policy Name: Bullying and harassment policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Volunteer management