01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 30 April 1980
- Removed
- Not supplied
- Company number supplied
- 01499927
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £2,181,036
- Latest expenditure
- £2,480,630
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: William Venton Day Centre, 8 Memory Lane, PLYMOUTH, PL9 9GH
Website recorded by the regulator: www.ageukplymouth.org.uk (displayed as text)
02 Activities
What the charity does
Plymouth Age Concern (known as Age UK Plymouth) exists to care for and work with people over the age of 50 and their carers in and around the City of Plymouth to improve the quality of their life through the promotion of choice, opportunity and independence.
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
- 30 January 2026
- Date Accounts Received
- 30 January 2026
- Total Gross Income
- £2,181,036
- Total Gross Expenditure
- £2,480,630
- 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
- 15 January 2025
- Date Accounts Received
- 15 January 2025
- Total Gross Income
- £1,957,485
- Total Gross Expenditure
- £2,376,215
- 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
- 29 December 2023
- Date Accounts Received
- 29 December 2023
- Total Gross Income
- £2,124,991
- Total Gross Expenditure
- £2,396,148
- 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
- 9 January 2023
- Date Accounts Received
- 9 January 2023
- Total Gross Income
- £1,065,164
- Total Gross Expenditure
- £1,256,481
- 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
- 19 January 2022
- Date Accounts Received
- 19 January 2022
- Total Gross Income
- £968,034
- Total Gross Expenditure
- £1,217,028
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
- 30 January 2026
- Total Gross Income
- £2,181,036
- Total Gross Expenditure
- £2,480,630
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 2
- Count Govt Grants
- £0
- Income From Government Contracts
- 304318
- 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
- 41
- 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
- 15 January 2025
- Total Gross Income
- £1,957,485
- Total Gross Expenditure
- £2,376,215
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 2
- Count Govt Grants
- £0
- Income From Government Contracts
- 212235
- 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
- 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
- 29 December 2023
- Total Gross Income
- £2,124,991
- Total Gross Expenditure
- £2,396,148
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 2
- Count Govt Grants
- £0
- Income From Government Contracts
- 208334
- 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
- 32
- 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
- 9 January 2023
- Total Gross Income
- £1,065,164
- Total Gross Expenditure
- £1,256,481
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- Yes
- Charity Agreement Professional Fundraiser
- Yes
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 2
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £2
- Income From Government Contracts
- 18190
- Income From Government Grants
- £81,777
- 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
- 29
- 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
- 19 January 2022
- Total Gross Income
- £968,034
- Total Gross Expenditure
- £1,217,028
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- Yes
- Charity Agreement Professional Fundraiser
- Yes
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £5
- Income From Government Grants
- £65,224
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 117
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
- 30 January 2026
- Income Donations And Legacies
- 211088
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1899893
- Income Investments
- 29604
- Income Other
- 40451
- Income Total Income And Endowments
- 2181036
- Income Legacies
- 1860
- Income Endowments
- 0
- Expenditure Raising Funds
- £38,998
- Expenditure Charitable Expenditure
- £2,441,632
- Expenditure Other
- 0
- Expenditure Total
- 2480630
- Expenditure Investment Management
- 7749
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 39150
- Expenditure Support Costs
- 549713
- Expenditure Depreciation
- 89244
- Gain Loss Investment
- -3257
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £551,183
- Assets Total Fixed
- 1840705
- Assets Own Use
- 1039851
- Assets Long Term Investment
- 800854
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £275,933
- Assets Total Liabilities
- £141,523
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,975,115
- Creditors One Year Total Current
- 141523
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £108,244
- Funds Endowment
- 1366606
- Funds Unrestricted
- 551183
- Funds Restricted
- 57326
- Funds Total
- 1975115
- Count Employees
- 103
- 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
- 15 January 2025
- Income Donations And Legacies
- 225244
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1673912
- Income Investments
- 37524
- Income Other
- 20805
- Income Total Income And Endowments
- 1957485
- Income Legacies
- 80574
- Income Endowments
- 0
- Expenditure Raising Funds
- £29,492
- Expenditure Charitable Expenditure
- £2,346,723
- Expenditure Other
- 0
- Expenditure Total
- 2376215
- Expenditure Investment Management
- 9048
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 29419
- Expenditure Support Costs
- 529419
- Expenditure Depreciation
- 88434
- Gain Loss Investment
- 38197
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £408,184
- Assets Total Fixed
- 2219890
- Assets Own Use
- 1113956
- Assets Long Term Investment
- 1105934
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £367,204
- Assets Total Liabilities
- £309,128
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,277,966
- Creditors One Year Total Current
- 309128
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £111,373
- Funds Endowment
- 1816748
- Funds Unrestricted
- 408184
- Funds Restricted
- 53034
- Funds Total
- 2277966
- Count Employees
- 108
- 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
- 29 December 2023
- Income Donations And Legacies
- 789787
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1220845
- Income Investments
- 48762
- Income Other
- 65597
- Income Total Income And Endowments
- 2124991
- Income Legacies
- 199621
- Income Endowments
- 0
- Expenditure Raising Funds
- £44,897
- Expenditure Charitable Expenditure
- £2,351,251
- Expenditure Other
- 0
- Expenditure Total
- 2396148
- Expenditure Investment Management
- 12397
- Expenditure Grants Institution
- 1220845
- Expenditure Governance
- 12000
- Expenditure Support Costs
- 360451
- Expenditure Depreciation
- 87227
- Gain Loss Investment
- 79248
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £776,298
- Assets Total Fixed
- 2415737
- Assets Own Use
- 1143055
- Assets Long Term Investment
- 1272682
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £414,320
- Assets Total Liabilities
- £152,378
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,677,679
- Creditors One Year Total Current
- 152378
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £118,885
- Funds Endowment
- 1819807
- Funds Unrestricted
- 776298
- Funds Restricted
- 81574
- Funds Total
- 2677679
- Count Employees
- 99
- 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
- 9 January 2023
- Income Donations And Legacies
- 182352
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 798633
- Income Investments
- 52062
- Income Other
- 32117
- Income Total Income And Endowments
- 1065164
- Income Legacies
- 11580
- Income Endowments
- 0
- Expenditure Raising Funds
- £40,959
- Expenditure Charitable Expenditure
- £1,215,522
- Expenditure Other
- 0
- Expenditure Total
- 1256481
- Expenditure Investment Management
- 15235
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 300589
- Expenditure Depreciation
- 69508
- Gain Loss Investment
- 160694
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,134,489
- Assets Total Fixed
- 2850220
- Assets Own Use
- 1133992
- Assets Long Term Investment
- 1716228
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £382,224
- Assets Total Liabilities
- £202,457
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £3,029,987
- Creditors One Year Total Current
- 202457
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £185,191
- Funds Endowment
- 1778299
- Funds Unrestricted
- 1134489
- Funds Restricted
- 117199
- Funds Total
- 3029987
- Count Employees
- 67
- 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
- 19 January 2022
- Income Donations And Legacies
- 141628
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 767617
- Income Investments
- 47745
- Income Other
- 11044
- Income Total Income And Endowments
- 968034
- Income Legacies
- 52702
- Income Endowments
- 0
- Expenditure Raising Funds
- £42,067
- Expenditure Charitable Expenditure
- £1,174,961
- Expenditure Other
- 0
- Expenditure Total
- 1217028
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 360451
- Expenditure Depreciation
- 72978
- Gain Loss Investment
- 365753
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £806,132
- Assets Total Fixed
- 2901586
- Assets Own Use
- 988817
- Assets Long Term Investment
- 1912769
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £215,588
- Assets Total Liabilities
- £56,564
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £3,060,610
- Creditors One Year Total Current
- 56564
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £122,440
- Funds Endowment
- 2101366
- Funds Unrestricted
- 806132
- Funds Restricted
- 153112
- Funds Total
- 3060610
- Count Employees
- 54
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Plymouth City
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Devon
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
08 Official extract
Charity Event History
- Charity Name
- PLYMOUTH AGE CONCERN
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2015-09-08T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 4028578
- Assoc Registered Charity Number
- 1119189
- Assoc Charity Name
- THE PLYMOUTH FORUM
- Charity Name
- PLYMOUTH AGE CONCERN
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1980-04-30T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 04/06/1980AS AMENDED BY SPECIAL RESOLUTION(S) DATED 11/10/1989AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28/09/2011AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 04/01/2012
- Charitable Objects
- TO PROMOTE THE WELFARE OF OLDER PEOPLE AND DISABLED PEOPLE IN AND AROUND THE CITY OF PLYMOUTH BY ADVANCING THE RELIEF OF POVERTY, DISTRESS, INFIRMITY AND SICKNESS AND ANY OTHER OBJECTS OF SOCIAL WELFARE WHICH MAY NOW OR HEREAFTER BE DEEMED BY LAW TO BE CHARITABLE.
- Area Of Benefit
- CITY OF PLYMOUTH
10 Official extract
Charity Other Names
- Charity Name Id
- 523832
- Charity Name Type
- Working name
- Charity Name
- AGE UK PLYMOUTH
11 Official extract
Charity Policy
- Policy Name
- Volunteer management
- Policy Name
- Investment
- Policy Name
- Complaints policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Complaints handling
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Risk management
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Trustee conflicts of interest policy and procedures