AGE UK DEVON — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 23 March 1993
Removed: Not supplied
Company number supplied: 02773453
Financial period: 1 April 2024 – 31 March 2025
Latest income: £1,145,427
Latest expenditure: £752,597
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Age UK Devon, 1 Manaton Court, Manaton Close, Matford Business Park, EXETER, EX2 8PF

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

02 Activities

What the charity does

Age UK Devon's mission is to improve the lives of older people in Devon through delivering services that: * Increase independence*Tackle loneliness & isolation*Improve health & wellbeing*Make the most out of life*Provide benefit advice*Access local services*Support families & carers

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: 28 January 2026
Date Accounts Received: 28 January 2026
Total Gross Income: £1,145,427
Total Gross Expenditure: £752,597

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: 16 January 2025
Date Accounts Received: 16 January 2025
Total Gross Income: £698,266
Total Gross Expenditure: £674,952

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: 25 January 2024
Date Accounts Received: 25 January 2024
Total Gross Income: £690,272
Total Gross Expenditure: £579,826

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: £766,359
Total Gross Expenditure: £497,584

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: 17 November 2021
Date Accounts Received: 17 November 2021
Total Gross Income: £402,940
Total Gross Expenditure: £414,608

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: 28 January 2026
Total Gross Income: £1,145,427
Total Gross Expenditure: £752,597
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
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: 40

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: 16 January 2025
Total Gross Income: £698,266
Total Gross Expenditure: £674,952
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
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: 45

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: 25 January 2024
Total Gross Income: £690,272
Total Gross Expenditure: £579,826
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £1
Income From Government Contracts: 4500
Income From Government Grants: £12,000
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: 46

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: £766,359
Total Gross Expenditure: £497,584
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 1
Charity Receives Govt Funding Grants: No
Income From Government Contracts: 4500
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: 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: 17 November 2021
Total Gross Income: £402,940
Total Gross Expenditure: £414,608
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 1
Charity Receives Govt Funding Grants: No
Income From Government Contracts: 4500
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: 54

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: 28 January 2026
Income Donations And Legacies: 691934
Income Other Trading Activities: 0
Income Charitable Activities: 423603
Income Investments: 29890
Income Other: 0
Income Total Income And Endowments: 1145427
Income Legacies: 680159
Income Endowments: 0
Expenditure Raising Funds: £62,707
Expenditure Charitable Expenditure: £682,019
Expenditure Other: 7871
Expenditure Total: 752597
Expenditure Investment Management: 4251
Expenditure Grants Institution: 0
Expenditure Governance: 7871
Expenditure Support Costs: 7871
Expenditure Depreciation: 53117
Gain Loss Investment: 7973
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,185,644
Assets Total Fixed: 305861
Assets Own Use: 2149
Assets Long Term Investment: 303712
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,139,388
Assets Total Liabilities: £37,319
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,407,930
Creditors One Year Total Current: 37319
Creditors Falling Due After One Year: 0
Assets Cash: £1,071,780
Funds Endowment: 0
Funds Unrestricted: 1206894
Funds Restricted: 201036
Funds Total: 1407930
Count Employees: 33
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: 16 January 2025
Income Donations And Legacies: 399219
Income Other Trading Activities: 0
Income Charitable Activities: 281597
Income Investments: 17450
Income Other: 0
Income Total Income And Endowments: 698266
Income Legacies: 366707
Income Endowments: 0
Expenditure Raising Funds: £66,022
Expenditure Charitable Expenditure: £600,585
Expenditure Other: 8345
Expenditure Total: 674952
Expenditure Investment Management: 5007
Expenditure Grants Institution: 0
Expenditure Governance: 8345
Expenditure Support Costs: 8345
Expenditure Depreciation: 2862
Gain Loss Investment: 10628
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £709,916
Assets Total Fixed: 320857
Assets Own Use: 5010
Assets Long Term Investment: 315847
Defined Benefit Pension Scheme: 0
Assets Other Assets: £728,225
Assets Total Liabilities: £26,009
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,023,073
Creditors One Year Total Current: 26009
Creditors Falling Due After One Year: 0
Assets Cash: £686,082
Funds Endowment: 0
Funds Unrestricted: 709916
Funds Restricted: 313157
Funds Total: 1023073
Count Employees: 37
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: 25 January 2024
Income Donations And Legacies: 356189
Income Other Trading Activities: 0
Income Charitable Activities: 317416
Income Investments: 16667
Income Other: 0
Income Total Income And Endowments: 690272
Income Legacies: 299463
Income Endowments: 0
Expenditure Raising Funds: £4,798
Expenditure Charitable Expenditure: £560,259
Expenditure Other: 14769
Expenditure Total: 579826
Expenditure Investment Management: 4798
Expenditure Grants Institution: 0
Expenditure Governance: 11724
Expenditure Support Costs: 149614
Expenditure Depreciation: 2626
Gain Loss Investment: -35025
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -44806
Gain Loss Other: 9781
Reserves: £432,399
Assets Total Fixed: 441365
Assets Own Use: 6354
Assets Long Term Investment: 435011
Defined Benefit Pension Scheme: 0
Assets Other Assets: £569,251
Assets Total Liabilities: £21,485
Assets Current Investment: 0
Assets Total Assets And Liabilities: £989,131
Creditors One Year Total Current: 21485
Creditors Falling Due After One Year: 0
Assets Cash: £550,949
Funds Endowment: 0
Funds Unrestricted: 617399
Funds Restricted: 371732
Funds Total: 989131
Count Employees: 35
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: 256591
Income Other Trading Activities: 0
Income Charitable Activities: 501741
Income Investments: 8027
Income Other: 0
Income Total Income And Endowments: 766359
Income Legacies: 90459
Income Endowments: 0
Expenditure Raising Funds: £5,610
Expenditure Charitable Expenditure: £469,565
Expenditure Other: 22409
Expenditure Total: 497584
Expenditure Investment Management: 5610
Expenditure Grants Institution: 0
Expenditure Governance: 18892
Expenditure Support Costs: 22409
Expenditure Depreciation: 1115
Gain Loss Investment: -6257
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £373,476
Assets Total Fixed: 483470
Assets Own Use: 8980
Assets Long Term Investment: 474490
Defined Benefit Pension Scheme: 0
Assets Other Assets: £458,359
Assets Total Liabilities: £28,119
Assets Current Investment: 0
Assets Total Assets And Liabilities: £913,710
Creditors One Year Total Current: 28119
Creditors Falling Due After One Year: 0
Assets Cash: £356,682
Funds Endowment: 0
Funds Unrestricted: 498476
Funds Restricted: 415234
Funds Total: 913710
Count Employees: 39
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: 104
Classification Type: What
Classification Description: Disability

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

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

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

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

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

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

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

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

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

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

08 Official extract

Charity Event History

Charity Name: AGE UK DEVON
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1993-03-23T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 14 DECEMBER 1992 AMENDED BY SPECIAL RESOLUTION 23 MAY 2001, 17 OCTOBER 2003 AND 23 OCTOBER 2008 AND CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 28 JUNE 2010.
Charitable Objects: PROMOTE THE WELFARE OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW CHARITABLE IN THE COUNTY OF DEVON
Area Of Benefit: DEVON

10 Official extract

Charity Other Names

Charity Name Id: 141725
Charity Name Type: Previous name
Charity Name: AGE CONCERN DEVON

11 Official extract

Charity Policy

Policy Name: Safeguarding policy and procedures

Policy Name: Risk management

Policy Name: Conflicting interests

Policy Name: Complaints policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Complaints handling

Policy Name: Paying staff

Policy Name: Internal risk management policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investment

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Volunteer management

Policy Name: Financial reserves policy and procedures