Age UK Lincolnshire — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 10 December 1999
Removed: Not supplied
Company number supplied: 03777156
Financial period: 1 April 2024 – 31 March 2025
Latest income: £5,052,716
Latest expenditure: £5,169,122
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Age UK Lincolnshire, 36 Park Street, LINCOLN, LN1 1UQ

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

02 Activities

What the charity does

Age UK Lincoln & South Lincolnshire has 5 key functions - to undertake research into the needs of older people and to develop innovative services; raise awareness of older peoples' issues and campaign on their behalf; provide information and advocacy, provide a range of other community services that promotes health and wellbeing, independence and choice; promote volunteering opportunities.

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: 31 January 2026
Date Accounts Received: 31 January 2026
Total Gross Income: £5,052,716
Total Gross Expenditure: £5,169,122

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: 23 December 2024
Date Accounts Received: 23 December 2024
Total Gross Income: £4,479,924
Total Gross Expenditure: £4,750,110

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 January 2024
Date Accounts Received: 29 January 2024
Total Gross Income: £5,952,481
Total Gross Expenditure: £5,778,652

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: 26 January 2023
Date Accounts Received: 22 November 2022
Total Gross Income: £6,107,411
Total Gross Expenditure: £5,570,348

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: 27 January 2022
Date Accounts Received: 21 December 2021
Total Gross Income: £4,084,578
Total Gross Expenditure: £3,537,883

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: 31 January 2026
Total Gross Income: £5,052,716
Total Gross Expenditure: £5,169,122
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £5
Income From Government Grants: £2,160,729
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: 2
Count Volunteers: 240

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: 23 December 2024
Total Gross Income: £4,479,924
Total Gross Expenditure: £4,750,110
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £8
Income From Government Grants: £856,775
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 70001 80000: 1
Count Volunteers: 221

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 January 2024
Total Gross Income: £5,952,481
Total Gross Expenditure: £5,778,652
Grant Making Is Main Activity: No
Count Govt Contracts: 7
Count Govt Grants: £0
Income From Government Contracts: 3763934
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: 169

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: 26 January 2023
Total Gross Income: £6,107,411
Total Gross Expenditure: £5,570,348
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 7
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £4
Income From Government Contracts: 3780042
Income From Government Grants: £24,764
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: 275

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: 27 January 2022
Total Gross Income: £4,084,578
Total Gross Expenditure: £3,537,883
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 10
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £51
Income From Government Contracts: 1590461
Income From Government Grants: £383,726
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: 225

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: 31 January 2026
Income Donations And Legacies: 43521
Income Other Trading Activities: 180312
Income Charitable Activities: 4787305
Income Investments: 41578
Income Other: 0
Income Total Income And Endowments: 5052716
Income Legacies: 5411
Income Endowments: 0
Expenditure Raising Funds: £45,621
Expenditure Charitable Expenditure: £5,123,501
Expenditure Other: 0
Expenditure Total: 5169122
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 817929
Expenditure Depreciation: 91698
Gain Loss Investment: 22347
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £2,587,760
Assets Total Fixed: 1623497
Assets Own Use: 1006087
Assets Long Term Investment: 617410
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,620,537
Assets Total Liabilities: £266,394
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,977,640
Creditors One Year Total Current: 266394
Creditors Falling Due After One Year: 0
Assets Cash: £1,156,328
Funds Endowment: 0
Funds Unrestricted: 2587760
Funds Restricted: 389880
Funds Total: 2977640
Count Employees: 261
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: 23 December 2024
Income Donations And Legacies: 936550
Income Other Trading Activities: 168790
Income Charitable Activities: 3331454
Income Investments: 43130
Income Other: 0
Income Total Income And Endowments: 4479924
Income Legacies: 32204
Income Endowments: 0
Expenditure Raising Funds: £38,860
Expenditure Charitable Expenditure: £4,711,250
Expenditure Other: 0
Expenditure Total: 4750110
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 923575
Expenditure Depreciation: 19943
Gain Loss Investment: 73368
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £2,768,430
Assets Total Fixed: 1411171
Assets Own Use: 813935
Assets Long Term Investment: 597236
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,955,930
Assets Total Liabilities: £295,402
Assets Current Investment: 0
Assets Total Assets And Liabilities: £3,071,699
Creditors One Year Total Current: 295402
Creditors Falling Due After One Year: 0
Assets Cash: £1,205,761
Funds Endowment: 0
Funds Unrestricted: 2766430
Funds Restricted: 305269
Funds Total: 3071699
Count Employees: 272
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 January 2024
Income Donations And Legacies: 2609091
Income Other Trading Activities: 131332
Income Charitable Activities: 3189884
Income Investments: 22174
Income Other: 0
Income Total Income And Endowments: 5952481
Income Legacies: 8004
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £5,778,652
Expenditure Other: 0
Expenditure Total: 5778652
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 28011
Expenditure Support Costs: 1052162
Expenditure Depreciation: 21331
Gain Loss Investment: -27369
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £3,050,229
Assets Total Fixed: 1362033
Assets Own Use: 838165
Assets Long Term Investment: 523868
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,586,941
Assets Total Liabilities: £680,457
Assets Current Investment: 0
Assets Total Assets And Liabilities: £3,268,517
Creditors One Year Total Current: 680457
Creditors Falling Due After One Year: 0
Assets Cash: £1,942,151
Funds Endowment: 0
Funds Unrestricted: 3050229
Funds Restricted: 218288
Funds Total: 3268517
Count Employees: 389
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: 26 January 2023
Income Donations And Legacies: 82635
Income Other Trading Activities: 120286
Income Charitable Activities: 2525296
Income Investments: 24693
Income Other: 3354501
Income Total Income And Endowments: 6107411
Income Legacies: 40950
Income Endowments: 0
Expenditure Raising Funds: £53,407
Expenditure Charitable Expenditure: £5,516,941
Expenditure Other: 0
Expenditure Total: 5570348
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 8167
Expenditure Support Costs: 826037
Expenditure Depreciation: 20497
Gain Loss Investment: 16502
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £2,900,689
Assets Total Fixed: 1410733
Assets Own Use: 859496
Assets Long Term Investment: 551237
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,297,095
Assets Total Liabilities: £585,771
Assets Current Investment: 0
Assets Total Assets And Liabilities: £3,122,057
Creditors One Year Total Current: 585771
Creditors Falling Due After One Year: 0
Assets Cash: £1,458,879
Funds Endowment: 0
Funds Unrestricted: 2900689
Funds Restricted: 221368
Funds Total: 3122057
Count Employees: 475
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: 27 January 2022
Income Donations And Legacies: 1922592
Income Other Trading Activities: 26423
Income Charitable Activities: 2053350
Income Investments: 6618
Income Other: 0
Income Total Income And Endowments: 4008983
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £59,387
Expenditure Charitable Expenditure: £3,478,496
Expenditure Other: 0
Expenditure Total: 3537883
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 527922
Expenditure Depreciation: 22199
Gain Loss Investment: 75595
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,852,344
Assets Total Fixed: 1191715
Assets Own Use: 856980
Assets Long Term Investment: 334735
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,045,433
Assets Total Liabilities: £652,154
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,584,994
Creditors One Year Total Current: 652154
Creditors Falling Due After One Year: 0
Assets Cash: £1,339,956
Funds Endowment: 0
Funds Unrestricted: 1852344
Funds Restricted: 732650
Funds Total: 2584994
Count Employees: 272
Consolidated Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Lincolnshire
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: 104
Classification Type: What
Classification Description: Disability

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

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

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

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

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

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

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

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

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

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

08 Official extract

Charity Event History

Charity Name: Age UK Lincolnshire
Charity Event Order: 4
Event Type: Asset transfer in
Date Of Event: 2023-10-20T00:00:00
Reason: Ceased to exist
Assoc Organisation Number: 702406
Assoc Registered Charity Number: 702406
Assoc Charity Name: AGE CONCERN - SKELLINGTHORPE

Charity Name: Age UK Lincolnshire
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2018-07-05T00:00:00
Assoc Organisation Number: 5072588
Assoc Registered Charity Number: 1166824
Assoc Charity Name: AGE UK BOSTON AND SOUTH HOLLAND CIO

Charity Name: Age UK Lincolnshire
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2022-08-09T00:00:00
Reason: Removed by application
Assoc Organisation Number: 5066672
Assoc Registered Charity Number: 1164763
Assoc Charity Name: LINCS2ADVICE CIO

Charity Name: Age UK Lincolnshire
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1999-12-10T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 26 MAY 1999AS AMENDED BY SPECIAL RESOLUTION(S) DATED 17 JUN 2010AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 16 SEP 2016AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 25 JUN 2018AS AMENDED BY SPECIAL RESOLUTION(S) DATED 23 SEP 2019AS AMENDED BY SPECIAL RESOLUTION(S) DATED 22 MAY 2023 as amended on 25 Sept 2025
Charitable Objects: THE CHARITY'S OBJECTS ARE TO STRIVE TO IMPROVE THE LIVES OF OLDER OR VULNERABLE PEOPLE IN LINCOLNSHIRE IN ANY MANNER DEEMED BY LAW TO BE CHARITABLE.
Area Of Benefit: IN AND AROUND LINCOLN

10 Official extract

Charity Other Names

Charity Name Id: 490464
Charity Name Type: Previous name
Charity Name: AGE CONCERN LINCOLN

Charity Name Id: 581016
Charity Name Type: Previous name
Charity Name: AGE UK LINCOLN AND KESTEVEN

Charity Name Id: 697829
Charity Name Type: Working name
Charity Name: Age UK Lincolnshire

Charity Name Id: 490467
Charity Name Type: Previous name
Charity Name: AGE UK LINCOLN

Charity Name Id: 606054
Charity Name Type: Previous name
Charity Name: AGE UK LINCOLN AND SOUTH LINCOLNSHIRE

11 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Care Quality Commission

Regulator Order: 2
Regulator Name: Financial Conduct Authority

12 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Volunteer management

Policy Name: Bullying and harassment policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Conflicting interests

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Financial reserves policy and procedures

Policy Name: Paying staff

Policy Name: Social media policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints handling

Policy Name: Investing charity funds policy and procedures

Policy Name: Risk management