AGE UK SURREY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 19 April 1994
Removed: Not supplied
Company number supplied: 02803315
Financial period: 1 April 2024 – 31 March 2025
Latest income: £2,383,834
Latest expenditure: £1,908,103
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Chapel Lane, Godalming, SURREY, GU8 5EZ

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

02 Activities

What the charity does

Age UK Surrey has been working closely with older people in the county since 1963. The Charity has developed services to meet the increasing demands of an ageing population, providing a Homehelp service, gardening, befriending, Shopmobility, Information & Advice and Healthy Living, and a computer Drop-in centre based in Guildford where older people learn IT skills.

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: 9 December 2025
Date Accounts Received: 9 December 2025
Total Gross Income: £2,383,834
Total Gross Expenditure: £1,908,103

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: 5 November 2024
Date Accounts Received: 5 November 2024
Total Gross Income: £1,944,070
Total Gross Expenditure: £1,839,844

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: 31 January 2024
Date Accounts Received: 31 January 2024
Total Gross Income: £1,361,478
Total Gross Expenditure: £1,980,062

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 February 2023
Date Accounts Received: 6 February 2023
Total Gross Income: £1,547,993
Total Gross Expenditure: £1,384,596

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: 2 December 2021
Date Accounts Received: 17 December 2021
Total Gross Income: £1,434,832
Total Gross Expenditure: £1,039,182
Accounts Qualified: Yes

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: 9 December 2025
Total Gross Income: £2,383,834
Total Gross Expenditure: £1,908,103
Grant Making Is Main Activity: No
Count Govt Contracts: 4
Count Govt Grants: £4
Income From Government Contracts: 292735
Income From Government Grants: £292,735
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: 350

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: 5 November 2024
Total Gross Income: £1,944,070
Total Gross Expenditure: £1,839,844
Grant Making Is Main Activity: No
Count Govt Contracts: 7
Count Govt Grants: £7
Income From Government Contracts: 152977
Income From Government Grants: £233,609
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: Yes
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 429

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: 31 January 2024
Total Gross Income: £1,361,478
Total Gross Expenditure: £1,980,062
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £10
Income From Government Grants: £190,060
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: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 381

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 February 2023
Total Gross Income: £1,547,993
Total Gross Expenditure: £1,384,596
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: £15
Income From Government Grants: £197,553
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

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: 2 December 2021
Total Gross Income: £1,434,832
Total Gross Expenditure: £1,039,182
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: £6
Income From Government Grants: £188,044
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: 473

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: 9 December 2025
Income Donations And Legacies: 1028950
Income Other Trading Activities: 8855
Income Charitable Activities: 1330075
Income Investments: 15954
Income Other: 0
Income Total Income And Endowments: 2383834
Income Legacies: 878958
Income Endowments: 0
Expenditure Raising Funds: £183,594
Expenditure Charitable Expenditure: £1,724,509
Expenditure Other: 0
Expenditure Total: 1908103
Expenditure Investment Management: 24315
Expenditure Grants Institution: 0
Expenditure Governance: 40138
Expenditure Support Costs: 403349
Expenditure Depreciation: 93056
Gain Loss Investment: 685
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 13295
Reserves: £1,146,857
Assets Total Fixed: 1109793
Assets Own Use: 630874
Assets Long Term Investment: 478919
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,225,210
Assets Total Liabilities: £99,548
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,235,455
Creditors One Year Total Current: 89548
Creditors Falling Due After One Year: 10000
Assets Cash: £133,324
Funds Endowment: 0
Funds Unrestricted: 1704581
Funds Restricted: 530874
Funds Total: 2235455
Count Employees: 55
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: 5 November 2024
Income Donations And Legacies: 723727
Income Other Trading Activities: 4937
Income Charitable Activities: 1200209
Income Investments: 15197
Income Other: 4937
Income Total Income And Endowments: 1949007
Income Legacies: 367069
Income Endowments: 0
Expenditure Raising Funds: £182,339
Expenditure Charitable Expenditure: £1,657,505
Expenditure Other: 0
Expenditure Total: 1839844
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 418184
Expenditure Depreciation: 87907
Gain Loss Investment: 11196
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £973,000
Assets Total Fixed: 1289893
Assets Own Use: 711659
Assets Long Term Investment: 578234
Defined Benefit Pension Scheme: 0
Assets Other Assets: £568,760
Assets Total Liabilities: £112,909
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,745,744
Creditors One Year Total Current: 102909
Creditors Falling Due After One Year: 10000
Assets Cash: £152,889
Funds Endowment: 0
Funds Unrestricted: 1211476
Funds Restricted: 534268
Funds Total: 1745744
Count Employees: 53
Consolidated 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: 31 January 2024
Income Donations And Legacies: 337423
Income Other Trading Activities: 28505
Income Charitable Activities: 971470
Income Investments: 24080
Income Other: 0
Income Total Income And Endowments: 1361478
Income Legacies: 161419
Income Endowments: 0
Expenditure Raising Funds: £183,911
Expenditure Charitable Expenditure: £1,795,728
Expenditure Other: 423
Expenditure Total: 1980062
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 35155
Expenditure Support Costs: 419744
Expenditure Depreciation: 3309
Gain Loss Investment: -93178
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,086,126
Assets Total Fixed: 1448838
Assets Own Use: 781800
Assets Long Term Investment: 667038
Defined Benefit Pension Scheme: 0
Assets Other Assets: £318,364
Assets Total Liabilities: £136,880
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,630,322
Creditors One Year Total Current: 126880
Creditors Falling Due After One Year: 10000
Assets Cash: £267,486
Funds Endowment: 0
Funds Unrestricted: 1086126
Funds Restricted: 544196
Funds Total: 1630322
Count Employees: 55
Consolidated 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 February 2023
Income Donations And Legacies: 858128
Income Other Trading Activities: 0
Income Charitable Activities: 638027
Income Investments: 22248
Income Other: 29590
Income Total Income And Endowments: 1547993
Income Legacies: 32781
Income Endowments: 0
Expenditure Raising Funds: £153,983
Expenditure Charitable Expenditure: £1,225,701
Expenditure Other: 4912
Expenditure Total: 1384596
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 39681
Expenditure Support Costs: 316398
Expenditure Depreciation: 24809
Gain Loss Investment: 2971
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,737,838
Assets Total Fixed: 1950671
Assets Own Use: 690455
Assets Long Term Investment: 1260216
Defined Benefit Pension Scheme: 0
Assets Other Assets: £595,110
Assets Total Liabilities: £203,697
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,342,084
Creditors One Year Total Current: 173697
Creditors Falling Due After One Year: 30000
Assets Cash: £550,708
Funds Endowment: 0
Funds Unrestricted: 1737838
Funds Restricted: 604246
Funds Total: 2342084
Count Employees: 41
Consolidated 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: 2 December 2021
Income Donations And Legacies: 918978
Income Other Trading Activities: 0
Income Charitable Activities: 461711
Income Investments: 25488
Income Other: 28655
Income Total Income And Endowments: 1434832
Income Legacies: 519464
Income Endowments: 0
Expenditure Raising Funds: £102,727
Expenditure Charitable Expenditure: £916,419
Expenditure Other: 20036
Expenditure Total: 1039182
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 244256
Expenditure Depreciation: 12980
Gain Loss Investment: 187625
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £140,100
Assets Total Fixed: 1274612
Assets Own Use: 17369
Assets Long Term Investment: 1257243
Defined Benefit Pension Scheme: 0
Assets Other Assets: £981,524
Assets Total Liabilities: £80,420
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,175,716
Creditors One Year Total Current: 55420
Creditors Falling Due After One Year: 25000
Assets Cash: £435,987
Funds Endowment: 0
Funds Unrestricted: 2099835
Funds Restricted: 75881
Funds Total: 2175716
Count Employees: 37
Consolidated Accounts: Yes

06 Official extract

Charity Area Of Operation

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

07 Official extract

Charity Classification

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

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

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

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

Classification Code: 116
Classification Type: What
Classification Description: Recreation

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

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

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

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

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

08 Official extract

Charity Event History

Charity Name: AGE UK SURREY
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1994-04-19T00:00:00

Charity Name: AGE UK SURREY
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2024-07-10T00:00:00
Reason: Does not operate
Assoc Organisation Number: 205130
Assoc Registered Charity Number: 205130
Assoc Charity Name: GEORGE C BATEMAN BENEVOLENT FUND

Charity Name: AGE UK SURREY
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2016-10-11T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 4016593
Assoc Registered Charity Number: 1110708
Assoc Charity Name: SOCIAL INFORMATION ON DISABILITY (SID) LIMITED

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 25/03/1993AS AMENDED BY SPECIAL RESOLUTION(S) DATED 30/04/1993AS AMENDED BY SPECIAL RESOLUTION(S) DATED 09/03/1994AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12/09/2012AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 25/01/2016
Charitable Objects: TO PROMOTE THE RELIEF OF ELDERLY PEOPLE DISABLED PEOPLE AND THE RELIEF OF POVERTY IN THE PRESENT COUNTY OF SURREY AND THE HISTORICAL COUNTY OF SURREY PARTICULARLY BY THE PROVISION OF OR ASSISTING IN THE PROVISION OF A DOMESTIC HELP SERVICE
Area Of Benefit: SURREY

10 Official extract

Charity Other Names

Charity Name Id: 517898
Charity Name Type: Working name
Charity Name: AGE UK SURREY

Charity Name Id: 69285
Charity Name Type: Previous name
Charity Name: AGE CONCERN SURREY

Charity Name Id: 69289
Charity Name Type: Previous name
Charity Name: AGE CONCERN SURREY SERVICES

Charity Name Id: 69275
Charity Name Type: Working name
Charity Name: A C SURREY

11 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Trustee expenses policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Risk management

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Volunteer management

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Complaints policy and procedures

Policy Name: Conflicting interests

Policy Name: Complaints handling

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Paying staff

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Serious incident reporting policy and procedures