01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 21 December 1992
- Removed
- Not supplied
- Company number supplied
- 02717676
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £948,045
- Latest expenditure
- £1,005,293
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: ASH HOUSE, COOK WAY, BINDON ROAD, TAUNTON, SOMERSET, TA2 6BJ
Website recorded by the regulator: www.ageuksomerset.org.uk (displayed as text)
02 Activities
What the charity does
The objects of the charity promote the well-being of older people within the area of the administrative county of Somerset and the unitary authority area of North Somerset.The charity has the general aim of contributing to the quality of life of older people within its area of benefit, and this has been embodied within its mission statement.
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 November 2025
- Date Accounts Received
- 6 November 2025
- Total Gross Income
- £948,045
- Total Gross Expenditure
- £1,005,293
- 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
- 29 January 2025
- Date Accounts Received
- 29 January 2025
- Total Gross Income
- £1,043,331
- Total Gross Expenditure
- £1,065,730
- 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
- 16 January 2024
- Date Accounts Received
- 16 January 2024
- Total Gross Income
- £939,817
- Total Gross Expenditure
- £927,621
- 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
- 6 January 2023
- Date Accounts Received
- 6 January 2023
- Total Gross Income
- £696,281
- Total Gross Expenditure
- £706,202
- 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
- 6 October 2021
- Date Accounts Received
- 6 October 2021
- Total Gross Income
- £658,666
- Total Gross Expenditure
- £588,252
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 November 2025
- Total Gross Income
- £948,045
- Total Gross Expenditure
- £1,005,293
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 2
- Count Govt Grants
- £2
- Income From Government Contracts
- 46890
- Income From Government Grants
- £170,028
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- Yes
- Count Salary Band 60001 70000
- 1
- Count Volunteers
- 410
- 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
- 29 January 2025
- Total Gross Income
- £1,043,331
- Total Gross Expenditure
- £1,065,730
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 7
- Count Govt Grants
- £7
- Income From Government Contracts
- 201117
- Income From Government Grants
- £198,710
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- 410
- 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
- 16 January 2024
- Total Gross Income
- £939,817
- Total Gross Expenditure
- £927,621
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 8
- Count Govt Grants
- £5
- Income From Government Contracts
- 258564
- Income From Government Grants
- £171,350
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- 360
- 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
- 6 January 2023
- Total Gross Income
- £696,281
- Total Gross Expenditure
- £706,202
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 5
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £7
- Income From Government Contracts
- 123107
- Income From Government Grants
- £175,778
- 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
- 270
- 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
- 6 October 2021
- Total Gross Income
- £658,666
- Total Gross Expenditure
- £588,252
- 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
- £8
- Income From Government Contracts
- 83938
- Income From Government Grants
- £189,288
- 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
- 270
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
- 6 November 2025
- Income Donations And Legacies
- 100688
- Income Other Trading Activities
- 1844
- Income Charitable Activities
- 813118
- Income Investments
- 24895
- Income Other
- 7500
- Income Total Income And Endowments
- 948045
- Income Legacies
- 29543
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,005,293
- Expenditure Other
- 0
- Expenditure Total
- 1005293
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 36184
- Expenditure Support Costs
- 230496
- Expenditure Depreciation
- 5563
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £294,703
- Assets Total Fixed
- 3309
- Assets Own Use
- 3307
- Assets Long Term Investment
- 2
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £643,064
- Assets Total Liabilities
- £53,549
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £592,824
- Creditors One Year Total Current
- 53549
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £606,324
- Funds Endowment
- 0
- Funds Unrestricted
- 298010
- Funds Restricted
- 294814
- Funds Total
- 592824
- Count Employees
- 17
- 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
- 29 January 2025
- Income Donations And Legacies
- 78192
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 927077
- Income Investments
- 28062
- Income Other
- 10000
- Income Total Income And Endowments
- 1043331
- Income Legacies
- 34000
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,065,730
- Expenditure Other
- 0
- Expenditure Total
- 1065730
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 41112
- Expenditure Support Costs
- 230638
- Expenditure Depreciation
- 5850
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £501,402
- Assets Total Fixed
- 8296
- Assets Own Use
- 8294
- Assets Long Term Investment
- 2
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £692,864
- Assets Total Liabilities
- £51,088
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £650,072
- Creditors One Year Total Current
- 51088
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £605,133
- Funds Endowment
- 0
- Funds Unrestricted
- 509698
- Funds Restricted
- 140374
- Funds Total
- 650072
- Count Employees
- 19
- 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
- 16 January 2024
- Income Donations And Legacies
- 68719
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 860531
- Income Investments
- 10567
- Income Other
- 0
- Income Total Income And Endowments
- 939817
- Income Legacies
- 10089
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £927,621
- Expenditure Other
- 0
- Expenditure Total
- 927621
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 22090
- Expenditure Support Costs
- 209201
- Expenditure Depreciation
- 3544
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £540,580
- Assets Total Fixed
- 4224
- Assets Own Use
- 4222
- Assets Long Term Investment
- 2
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £732,944
- Assets Total Liabilities
- £64,697
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £672,471
- Creditors One Year Total Current
- 64697
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £692,713
- Funds Endowment
- 0
- Funds Unrestricted
- 544804
- Funds Restricted
- 127667
- Funds Total
- 672471
- Count Employees
- 18
- 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
- 6 January 2023
- Income Donations And Legacies
- 85475
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 610145
- Income Investments
- 661
- Income Other
- 0
- Income Total Income And Endowments
- 696281
- Income Legacies
- 4000
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £706,202
- Expenditure Other
- 0
- Expenditure Total
- 706202
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 9350
- Expenditure Support Costs
- 217425
- Expenditure Depreciation
- 7151
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £607,158
- Assets Total Fixed
- 2740
- Assets Own Use
- 2738
- Assets Long Term Investment
- 2
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £720,011
- Assets Total Liabilities
- £62,476
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £660,275
- Creditors One Year Total Current
- 62476
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £654,816
- Funds Endowment
- 0
- Funds Unrestricted
- 609898
- Funds Restricted
- 50377
- Funds Total
- 660275
- Count Employees
- 19
- 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
- 6 October 2021
- Income Donations And Legacies
- 95736
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 562627
- Income Investments
- 303
- Income Other
- 0
- Income Total Income And Endowments
- 658666
- Income Legacies
- 1477
- Income Endowments
- 0
- Expenditure Raising Funds
- £15
- Expenditure Charitable Expenditure
- £588,237
- Expenditure Other
- 0
- Expenditure Total
- 588252
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 5271
- Expenditure Support Costs
- 196369
- Expenditure Depreciation
- 6669
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £628,052
- Assets Total Fixed
- 7277
- Assets Own Use
- 7277
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £691,197
- Assets Total Liabilities
- £28,293
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £670,181
- Creditors One Year Total Current
- 28293
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £642,527
- Funds Endowment
- 0
- Funds Unrestricted
- 635329
- Funds Restricted
- 34852
- Funds Total
- 670181
- Count Employees
- 16
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- North Somerset
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Somerset
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 309
- Classification Type
- How
- Classification Description
- Acts As An Umbrella Or Resource Body
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- 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
- 306
- Classification Type
- How
- Classification Description
- Provides Services
08 Official extract
Charity Event History
- Charity Name
- AGE UK SOMERSET
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1992-12-21T00:00:00
- Charity Name
- AGE UK SOMERSET
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2022-04-26T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 289883
- Assoc Registered Charity Number
- 289883
- Assoc Charity Name
- THE TAUNTON CIDER CHARITABLE TRUST
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 26/05/1992AS AMENDED BY SPECIAL RESOLUTION(S) DATED 30/08/2001AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28/08/2003AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 04/08/2011AS AMENDED BY SPECIAL RESOLUTION(S) DATED 22 OCT 2020AS REGISTERED AT COMPANIES HOUSE ON 23 OCT 2020 as amended on 09 Dec 2021 as amended on 27 Sep 2022
- 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
- SOMERSET AND NORTH SOMERSET
10 Official extract
Charity Other Names
- Charity Name Id
- 93274
- Charity Name Type
- Previous name
- Charity Name
- AGE CONCERN SOMERSET
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Care Quality Commission
12 Official extract
Charity Policy
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Investment
- Policy Name
- Complaints handling
- Policy Name
- Volunteer management
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Risk management
- Policy Name
- Conflicting interests
- Policy Name
- Trustee conflicts of interest policy and procedures