CCEW Charity Commission profile

AGE UK WAKEFIELD DISTRICT

Registered charity 1096511 · organisation 3996772

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
13 March 2003
Removed
Not supplied
Company number supplied
04512958
Financial period
1 April 2024 – 31 March 2025
Latest income
£2,959,504
Latest expenditure
£3,004,127
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Age UK, 7 Bank Street, Castleford, WF10 1JD

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

02 Activities

What the charity does

Help and support for older people in the Wakefield District - advice service - social contact service - befriending service - home support service - internet shopping service and more.

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
23 January 2026
Date Accounts Received
23 January 2026
Total Gross Income
£2,959,504
Total Gross Expenditure
£3,004,127
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
24 January 2025
Date Accounts Received
24 January 2025
Total Gross Income
£2,901,824
Total Gross Expenditure
£3,103,485
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
18 December 2023
Date Accounts Received
18 December 2023
Total Gross Income
£2,907,283
Total Gross Expenditure
£2,824,291
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
30 November 2022
Date Accounts Received
30 November 2022
Total Gross Income
£2,270,793
Total Gross Expenditure
£2,265,782
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
20 December 2021
Date Accounts Received
20 December 2021
Total Gross Income
£2,252,977
Total Gross Expenditure
£2,067,913

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
23 January 2026
Total Gross Income
£2,959,504
Total Gross Expenditure
£3,004,127
Grant Making Is Main Activity
No
Count Govt Contracts
5
Count Govt Grants
£8
Income From Government Contracts
783369
Income From Government Grants
£719,758
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 Volunteers
300
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
24 January 2025
Total Gross Income
£2,901,824
Total Gross Expenditure
£3,103,485
Grant Making Is Main Activity
No
Count Govt Contracts
3
Count Govt Grants
£23
Income From Government Contracts
611723
Income From Government Grants
£1,324,497
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 Volunteers
300
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
18 December 2023
Total Gross Income
£2,907,283
Total Gross Expenditure
£2,824,291
Grant Making Is Main Activity
No
Count Govt Contracts
5
Count Govt Grants
£15
Income From Government Contracts
843927
Income From Government Grants
£1,325,789
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 Volunteers
301
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
30 November 2022
Total Gross Income
£2,270,793
Total Gross Expenditure
£2,265,782
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
3
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£18
Income From Government Contracts
483020
Income From Government Grants
£1,409,791
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 70001 80000
1
Count Volunteers
200
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
20 December 2021
Total Gross Income
£2,252,977
Total Gross Expenditure
£2,067,913
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
2
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£10
Income From Government Contracts
434402
Income From Government Grants
£722,630
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 70001 80000
1
Count Volunteers
180

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
23 January 2026
Income Donations And Legacies
40031
Income Other Trading Activities
131930
Income Charitable Activities
2785555
Income Investments
1988
Income Other
0
Income Total Income And Endowments
2959504
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£142,278
Expenditure Charitable Expenditure
£2,861,849
Expenditure Other
0
Expenditure Total
3004127
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
21820
Expenditure Support Costs
35601
Expenditure Depreciation
13780
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£358,521
Assets Total Fixed
150357
Assets Own Use
150357
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£703,966
Assets Total Liabilities
£420,815
Assets Current Investment
0
Assets Total Assets And Liabilities
£433,508
Creditors One Year Total Current
330506
Creditors Falling Due After One Year
90309
Assets Cash
£499,970
Funds Endowment
0
Funds Unrestricted
358521
Funds Restricted
74987
Funds Total
433508
Count Employees
114
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
24 January 2025
Income Donations And Legacies
14118
Income Other Trading Activities
157557
Income Charitable Activities
2730149
Income Investments
0
Income Other
0
Income Total Income And Endowments
2901824
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,961,803
Expenditure Other
141682
Expenditure Total
3103485
Expenditure Investment Management
0
Expenditure Grants Institution
177000
Expenditure Governance
24489
Expenditure Support Costs
540281
Expenditure Depreciation
15799
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£314,631
Assets Total Fixed
164137
Assets Own Use
164137
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£603,667
Assets Total Liabilities
£289,673
Assets Current Investment
0
Assets Total Assets And Liabilities
£478,131
Creditors One Year Total Current
289673
Creditors Falling Due After One Year
0
Assets Cash
£463,472
Funds Endowment
0
Funds Unrestricted
314631
Funds Restricted
163500
Funds Total
478131
Count Employees
126
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
18 December 2023
Income Donations And Legacies
14566
Income Other Trading Activities
149775
Income Charitable Activities
2742942
Income Investments
0
Income Other
0
Income Total Income And Endowments
2907283
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,685,835
Expenditure Other
138456
Expenditure Total
2824291
Expenditure Investment Management
0
Expenditure Grants Institution
48383
Expenditure Governance
48234
Expenditure Support Costs
413332
Expenditure Depreciation
31911
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£366,913
Assets Total Fixed
172275
Assets Own Use
172275
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£799,631
Assets Total Liabilities
£292,114
Assets Current Investment
0
Assets Total Assets And Liabilities
£679,792
Creditors One Year Total Current
292114
Creditors Falling Due After One Year
0
Assets Cash
£426,633
Funds Endowment
0
Funds Unrestricted
515868
Funds Restricted
163924
Funds Total
679792
Count Employees
115
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
30 November 2022
Income Donations And Legacies
26512
Income Other Trading Activities
129358
Income Charitable Activities
2114923
Income Investments
0
Income Other
0
Income Total Income And Endowments
2270793
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,142,099
Expenditure Other
123683
Expenditure Total
2265782
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
9736
Expenditure Support Costs
483622
Expenditure Depreciation
31422
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£354,346
Assets Total Fixed
195086
Assets Own Use
195086
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£701,796
Assets Total Liabilities
£300,082
Assets Current Investment
0
Assets Total Assets And Liabilities
£596,800
Creditors One Year Total Current
290326
Creditors Falling Due After One Year
9756
Assets Cash
£548,532
Funds Endowment
0
Funds Unrestricted
512641
Funds Restricted
84159
Funds Total
596800
Count Employees
106
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
20 December 2021
Income Donations And Legacies
116351
Income Other Trading Activities
30948
Income Charitable Activities
2105678
Income Investments
0
Income Other
0
Income Total Income And Endowments
2252977
Income Legacies
19157
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,981,577
Expenditure Other
86336
Expenditure Total
2067913
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
6288
Expenditure Support Costs
336250
Expenditure Depreciation
29937
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£298,974
Assets Total Fixed
221729
Assets Own Use
221729
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£489,449
Assets Total Liabilities
£119,389
Assets Current Investment
0
Assets Total Assets And Liabilities
£591,789
Creditors One Year Total Current
95497
Creditors Falling Due After One Year
23892
Assets Cash
£386,348
Funds Endowment
0
Funds Unrestricted
462444
Funds Restricted
129345
Funds Total
591789
Count Employees
105
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
City Of Wakefield
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Yorkshire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
102
Classification Type
What
Classification Description
Education/training

08 Official extract

Charity Event History

Charity Name
AGE UK WAKEFIELD DISTRICT
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2003-03-13T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 16/08/2002AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 03/08/2011AS AMENDED BY SPECIAL RESOLUTION(S) DATED 20 NOV 2019AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 05 DEC 2019
Charitable Objects
THE OBJECTS OF THE CHARITY ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE WITHIN THE AREA OF BENEFIT: 3.1.1 PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE; 3.1.2 ADVANCING EDUCATION; 3.1.3 PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL); 3.1.4 PROMOTING EQUALITY AND DIVERSITY; 3.1.5 PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS; 3.1.6 ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND 3.1.7 SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE CHARITY TRUSTEES FROM TIME TO TIME DECIDE; THE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL-BEING OF OLDER PEOPLE.
Area Of Benefit
WAKEFIELD METROPOLITAN DISTRICT OR SUCH OTHER AREA OF BENEFIT WITHIN WHICH THE CHARITY MAY OPERATE WITH THE PRIOR APPROVAL OF AGE UK

10 Official extract

Charity Other Names

Charity Name Id
450761
Charity Name Type
Previous name
Charity Name
AGE CONCERN WAKEFIELD DISTRICT

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Care Quality Commission

12 Official extract

Charity Policy

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