CCEW Charity Commission profile

AGE UK BOLTON

Registered charity 223240 · organisation 223240

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
14 January 1964
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£1,475,175
Latest expenditure
£1,407,067
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Age UK, The SQUARE, 53-55 Victoria Square, BOLTON, BL1 1RZ

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

02 Activities

What the charity does

Age UK Bolton is a local self-financing charity, established in 1947 to promote the well-being of all older people (50+) in the metropolitan borough of Bolton.We are also part of the influential national Age UK Federation, recognised as the leading provider of services to, and campaigner with and on behalf of, older people in the voluntary sector.

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 January 2026
Date Accounts Received
6 January 2026
Total Gross Income
£1,475,175
Total Gross Expenditure
£1,407,067
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
20 January 2025
Date Accounts Received
20 January 2025
Total Gross Income
£1,205,110
Total Gross Expenditure
£1,254,345
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
23 May 2024
Date Accounts Received
23 May 2024
Total Gross Income
£981,432
Total Gross Expenditure
£1,059,628
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
13 January 2023
Date Accounts Received
13 January 2023
Total Gross Income
£708,355
Total Gross Expenditure
£800,319
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
14 January 2022
Date Accounts Received
14 January 2022
Total Gross Income
£656,425
Total Gross Expenditure
£789,013

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 January 2026
Total Gross Income
£1,475,175
Total Gross Expenditure
£1,407,067
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£6
Income From Government Grants
£971,430
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
200
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
20 January 2025
Total Gross Income
£1,205,110
Total Gross Expenditure
£1,254,345
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£4
Income From Government Grants
£519,927
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
200
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
23 May 2024
Total Gross Income
£981,432
Total Gross Expenditure
£1,059,628
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£4
Income From Government Grants
£553,664
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
235
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
13 January 2023
Total Gross Income
£708,355
Total Gross Expenditure
£800,319
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£3
Income From Government Grants
£352,177
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
336
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
14 January 2022
Total Gross Income
£656,425
Total Gross Expenditure
£789,013
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£4
Income From Government Grants
£369,590
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
260

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 January 2026
Income Donations And Legacies
22151
Income Other Trading Activities
225788
Income Charitable Activities
1070177
Income Investments
51839
Income Other
105220
Income Total Income And Endowments
1475175
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£194,390
Expenditure Charitable Expenditure
£1,212,677
Expenditure Other
0
Expenditure Total
1407067
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
11300
Expenditure Support Costs
380448
Expenditure Depreciation
8130
Gain Loss Investment
23875
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,263,901
Assets Total Fixed
2336956
Assets Own Use
214469
Assets Long Term Investment
2122487
Defined Benefit Pension Scheme
0
Assets Other Assets
£629,496
Assets Total Liabilities
£479,097
Assets Current Investment
0
Assets Total Assets And Liabilities
£2,487,355
Creditors One Year Total Current
479097
Creditors Falling Due After One Year
0
Assets Cash
£255,880
Funds Endowment
0
Funds Unrestricted
2263901
Funds Restricted
223454
Funds Total
2487355
Count Employees
48
Consolidated 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
20 January 2025
Income Donations And Legacies
25602
Income Other Trading Activities
188669
Income Charitable Activities
931780
Income Investments
53607
Income Other
5452
Income Total Income And Endowments
1205110
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£182,572
Expenditure Charitable Expenditure
£1,071,773
Expenditure Other
0
Expenditure Total
1254345
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
13150
Expenditure Support Costs
299461
Expenditure Depreciation
8130
Gain Loss Investment
135589
Gain Loss Pension Fund
-5000
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,163,788
Assets Total Fixed
2571754
Assets Own Use
222597
Assets Long Term Investment
2349157
Defined Benefit Pension Scheme
0
Assets Other Assets
£450,128
Assets Total Liabilities
£626,510
Assets Current Investment
58179
Assets Total Assets And Liabilities
£2,395,372
Creditors One Year Total Current
626510
Creditors Falling Due After One Year
0
Assets Cash
£268,226
Funds Endowment
0
Funds Unrestricted
2163788
Funds Restricted
231584
Funds Total
2395372
Count Employees
47
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
23 May 2024
Income Donations And Legacies
14645
Income Other Trading Activities
156185
Income Charitable Activities
743769
Income Investments
66833
Income Other
0
Income Total Income And Endowments
981432
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£146,537
Expenditure Charitable Expenditure
£913,091
Expenditure Other
0
Expenditure Total
1059628
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
6750
Expenditure Support Costs
292069
Expenditure Depreciation
8296
Gain Loss Investment
-228759
Gain Loss Pension Fund
-5000
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,083,291
Assets Total Fixed
2587409
Assets Own Use
230727
Assets Long Term Investment
2356682
Defined Benefit Pension Scheme
0
Assets Other Assets
£291,463
Assets Total Liabilities
£564,854
Assets Current Investment
43772
Assets Total Assets And Liabilities
£2,314,018
Creditors One Year Total Current
564854
Creditors Falling Due After One Year
0
Assets Cash
£196,428
Funds Endowment
0
Funds Unrestricted
2083291
Funds Restricted
230727
Funds Total
2314018
Count Employees
42
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
13 January 2023
Income Donations And Legacies
11204
Income Other Trading Activities
98608
Income Charitable Activities
538285
Income Investments
60258
Income Other
0
Income Total Income And Endowments
708355
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£103,035
Expenditure Charitable Expenditure
£697,284
Expenditure Other
0
Expenditure Total
800319
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
5725
Expenditure Support Costs
257564
Expenditure Depreciation
8296
Gain Loss Investment
62777
Gain Loss Pension Fund
-3000
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,386,950
Assets Total Fixed
2694840
Assets Own Use
239023
Assets Long Term Investment
2455817
Defined Benefit Pension Scheme
0
Assets Other Assets
£236,156
Assets Total Liabilities
£305,023
Assets Current Investment
125578
Assets Total Assets And Liabilities
£2,625,973
Creditors One Year Total Current
305023
Creditors Falling Due After One Year
0
Assets Cash
£64,537
Funds Endowment
0
Funds Unrestricted
2386950
Funds Restricted
239023
Funds Total
2625973
Count Employees
31
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
14 January 2022
Income Donations And Legacies
6930
Income Other Trading Activities
62725
Income Charitable Activities
533648
Income Investments
53122
Income Other
62725
Income Total Income And Endowments
719150
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£87,384
Expenditure Charitable Expenditure
£701,629
Expenditure Other
0
Expenditure Total
789013
Expenditure Investment Management
21095
Expenditure Grants Institution
0
Expenditure Governance
17565
Expenditure Support Costs
334230
Expenditure Depreciation
8296
Gain Loss Investment
525295
Gain Loss Pension Fund
-3000
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,310,841
Assets Total Fixed
2713434
Assets Own Use
247319
Assets Long Term Investment
2466115
Defined Benefit Pension Scheme
-2000
Assets Other Assets
£138,905
Assets Total Liabilities
£192,179
Assets Current Investment
17958
Assets Total Assets And Liabilities
£2,658,160
Creditors One Year Total Current
192179
Creditors Falling Due After One Year
0
Assets Cash
£93,296
Funds Endowment
0
Funds Unrestricted
2310841
Funds Restricted
347319
Funds Total
2658160
Count Employees
29
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Bolton
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Greater Manchester
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
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
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes

08 Official extract

Charity Event History

Charity Name
AGE UK BOLTON
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 UK BOLTON
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1964-01-14T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
CONSTITUTION AMENDED 4/10/1971 AS VARIED BY SCHEME DATED 8/1/1991 AS AMENDED 20/1/1992 AS AMENDED 6/9/2004 AS AMENDED 19/9/2011 as amended on 04 Dec 2024
Charitable Objects
THE OBJECT OF THE CHARITY SHALL BE TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND BOLTON.
Area Of Benefit
COUNTY BOROUGH OF BOLTON

10 Official extract

Charity Other Names

Charity Name Id
254760
Charity Name Type
Previous name
Charity Name
AGE CONCERN - BOLTON

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Financial Conduct Authority

12 Official extract

Charity Policy

Policy Name
Complaints policy and procedures
Policy Name
Paying staff
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Conflicting interests
Policy Name
Investment
Policy Name
Internal risk management policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Complaints handling
Policy Name
Risk management
Policy Name
Volunteer management