AGE CONCERN WIRRAL — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 4 March 1994
Removed: Not supplied
Company number supplied: 02894067
Financial period: 1 April 2024 – 31 March 2025
Latest income: £4,122,854
Latest expenditure: £4,052,374
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: THE DEVONSHIRE RESOURCE CENTRE, 141 PARK ROAD NORTH, BIRKENHEAD, WIRRAL, MERSEYSIDE, CH41 0DD

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

02 Activities

What the charity does

We provides support, services & activities to promote well-being and resilience of people in the local community, with a specific focus on people in later life. Our work includes information and advice, dementia care, residential care, hospital discharge support, tackling isolation and loneliness, empowering people to take control of their own lives, carer support, health and activities.

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: 20 January 2026
Date Accounts Received: 20 January 2026
Total Gross Income: £4,122,854
Total Gross Expenditure: £4,052,374

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: 27 January 2025
Date Accounts Received: 27 January 2025
Total Gross Income: £3,719,132
Total Gross Expenditure: £4,040,201

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: 22 December 2023
Date Accounts Received: 22 December 2023
Total Gross Income: £4,207,335
Total Gross Expenditure: £3,846,318

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: 11 January 2023
Date Accounts Received: 11 January 2023
Total Gross Income: £3,662,429
Total Gross Expenditure: £3,653,952

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: £3,893,724
Total Gross Expenditure: £4,964,265

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: 20 January 2026
Total Gross Income: £4,122,854
Total Gross Expenditure: £4,052,374
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: Yes
Count Salary Band 70001 80000: 1
Count Salary Band 90001 100000: 1
Count Volunteers: 245

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: 27 January 2025
Total Gross Income: £3,719,132
Total Gross Expenditure: £4,040,201
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: Yes
Count Salary Band 60001 70000: 1
Count Salary Band 80001 90000: 1
Count Volunteers: 400

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: 22 December 2023
Total Gross Income: £4,207,335
Total Gross Expenditure: £3,846,318
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £6
Income From Government Grants: £535,150
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 Salary Band 80001 90000: 1
Count Volunteers: 300

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: 11 January 2023
Total Gross Income: £3,662,429
Total Gross Expenditure: £3,653,952
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: Yes
Count Govt Grants: £4
Income From Government Contracts: 269024
Income From Government Grants: £219,882
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: Yes
Count Salary Band 60001 70000: 1
Count Salary Band 80001 90000: 1
Count Volunteers: 700

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: £3,893,724
Total Gross Expenditure: £4,964,265
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £2
Income From Government Grants: £344,372
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: Yes
Count Salary Band 80001 90000: 1
Count Volunteers: 700

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: 20 January 2026
Income Donations And Legacies: 209619
Income Other Trading Activities: 938635
Income Charitable Activities: 2835314
Income Investments: 19570
Income Other: 119716
Income Total Income And Endowments: 4122854
Income Legacies: 171263
Income Endowments: 0
Expenditure Raising Funds: £915,893
Expenditure Charitable Expenditure: £3,136,481
Expenditure Other: 0
Expenditure Total: 4052374
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 43434
Expenditure Support Costs: 602858
Expenditure Depreciation: 11810
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,499,336
Assets Total Fixed: 1585260
Assets Own Use: 1473260
Assets Long Term Investment: 112000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,499,337
Assets Total Liabilities: £719,887
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,364,710
Creditors One Year Total Current: 612142
Creditors Falling Due After One Year: 107745
Assets Cash: £1,260,997
Funds Endowment: 0
Funds Unrestricted: 1223933
Funds Restricted: 1140777
Funds Total: 2364710
Count Employees: 133
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: 27 January 2025
Income Donations And Legacies: 78262
Income Other Trading Activities: 819914
Income Charitable Activities: 2705008
Income Investments: 15076
Income Other: 100872
Income Total Income And Endowments: 3719132
Income Legacies: 29103
Income Endowments: 0
Expenditure Raising Funds: £771,313
Expenditure Charitable Expenditure: £3,268,888
Expenditure Other: 0
Expenditure Total: 4040201
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 49093
Expenditure Support Costs: 587584
Expenditure Depreciation: 30327
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -75000
Gain Loss Other: 0
Reserves: £1,140,894
Assets Total Fixed: 1583820
Assets Own Use: 1583818
Assets Long Term Investment: 2
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,410,649
Assets Total Liabilities: £700,239
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,294,230
Creditors One Year Total Current: 583844
Creditors Falling Due After One Year: 116395
Assets Cash: £1,227,699
Funds Endowment: 0
Funds Unrestricted: 1140894
Funds Restricted: 1153336
Funds Total: 2294230
Count Employees: 142
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: 22 December 2023
Income Donations And Legacies: 431414
Income Other Trading Activities: 772225
Income Charitable Activities: 2874258
Income Investments: 14714
Income Other: 114724
Income Total Income And Endowments: 4207335
Income Legacies: 304791
Income Endowments: 0
Expenditure Raising Funds: £652,675
Expenditure Charitable Expenditure: £3,193,643
Expenditure Other: 0
Expenditure Total: 3846318
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 28194
Expenditure Support Costs: 558065
Expenditure Depreciation: 33393
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,883,293
Assets Total Fixed: 1713810
Assets Own Use: 1603810
Assets Long Term Investment: 110000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,883,293
Assets Total Liabilities: £906,804
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,690,299
Creditors One Year Total Current: 715103
Creditors Falling Due After One Year: 191701
Assets Cash: £1,710,022
Funds Endowment: 0
Funds Unrestricted: 1467333
Funds Restricted: 1222966
Funds Total: 2690299
Count Employees: 144
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: 11 January 2023
Income Donations And Legacies: 159684
Income Other Trading Activities: 783993
Income Charitable Activities: 2475411
Income Investments: 11875
Income Other: 231466
Income Total Income And Endowments: 3662429
Income Legacies: 45220
Income Endowments: 0
Expenditure Raising Funds: £549,739
Expenditure Charitable Expenditure: £3,104,213
Expenditure Other: 0
Expenditure Total: 3653952
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 30674
Expenditure Support Costs: 671015
Expenditure Depreciation: 29978
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,106,316
Assets Total Fixed: 1711028
Assets Own Use: 1601028
Assets Long Term Investment: 110000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,600,406
Assets Total Liabilities: £982,152
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,329,282
Creditors One Year Total Current: 779001
Creditors Falling Due After One Year: 203151
Assets Cash: £1,377,359
Funds Endowment: 0
Funds Unrestricted: 1106316
Funds Restricted: 1222966
Funds Total: 2329282
Count Employees: 141
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: 150832
Income Other Trading Activities: 245622
Income Charitable Activities: 3439332
Income Investments: 11470
Income Other: 46468
Income Total Income And Endowments: 3893724
Income Legacies: 624
Income Endowments: 0
Expenditure Raising Funds: £613,507
Expenditure Charitable Expenditure: £4,350,758
Expenditure Other: 0
Expenditure Total: 4964265
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 64780
Expenditure Support Costs: 659042
Expenditure Depreciation: 22011
Gain Loss Investment: 500719
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -1223358
Gain Loss Other: 0
Reserves: £1,017,891
Assets Total Fixed: 1741006
Assets Own Use: 1741004
Assets Long Term Investment: 2
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,422,068
Assets Total Liabilities: £842,269
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,320,805
Creditors One Year Total Current: 810134
Creditors Falling Due After One Year: 32135
Assets Cash: £1,128,375
Funds Endowment: 0
Funds Unrestricted: 1017891
Funds Restricted: 1302914
Funds Total: 2320805
Count Employees: 141
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

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

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

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

07 Official extract

Charity Classification

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

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

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

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

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

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

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

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

08 Official extract

Charity Event History

Charity Name: AGE CONCERN WIRRAL
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2021-09-03T00:00:00
Assoc Organisation Number: 5015296
Assoc Registered Charity Number: 1141281
Assoc Charity Name: HELPLINK COMMUNITY SUPPORT

Charity Name: AGE CONCERN WIRRAL
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 WIRRAL
Charity Event Order: 4
Event Type: Asset transfer in
Date Of Event: 2024-04-22T00:00:00
Reason: Does not operate
Assoc Organisation Number: 4006312
Assoc Registered Charity Number: 1102457
Assoc Charity Name: WIRRAL LIONS CLUB CHARITABLE TRUST FUND

Charity Name: AGE CONCERN WIRRAL
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1994-03-04T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 02/02/1994AS AMENDED BY SPECIAL RESOLUTION(S) DATED 26/09/2000AS AMENDED BY SPECIAL RESOLUTION(S) DATED 23/10/2012AS REGISTERED AT COMPANIES HOUSE ON 28/03/2013
Charitable Objects: THE OBJECTS FOR WHICH THE CHARITY (THE "OBJECTS") IS ESTABLISHED AND TO WHICH IT IS SPECIFICALLY RESTRICTED ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE, PARTICULARLY BUT NOT EXCLUSIVELY IN AND AROUND THE METROPOLITAN BOROUGH OF WIRRAL ("THE AREA OF BENEFIT"):4.1 PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;4.2 ADVANCING EDUCATION;4.3 PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL);4.4 PROMOTING EQUALITY AND DIVERSITY;4.5 PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS;4.6 ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND4.7 SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDETHE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL-BEING OF OLD PEOPLE.
Area Of Benefit: METROPOLITAN BOROUGH OF WIRRAL

10 Official extract

Charity Other Names

Charity Name Id: 508291
Charity Name Type: Working name
Charity Name: AGE UK WIRRAL

Charity Name Id: 703422
Charity Name Type: Working name
Charity Name: Age UK Wirral, Liverpool and Sefton

11 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Care Quality Commission

12 Official extract

Charity Policy

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints handling

Policy Name: Financial reserves policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Risk management

Policy Name: Safeguarding policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Paying staff

Policy Name: Complaints policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Investment

Policy Name: Conflicting interests

Policy Name: Volunteer management