01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 14 June 2005
- Removed
- Not supplied
- Company number supplied
- 05464737
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £870,730
- Latest expenditure
- £850,136
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: AGE UK SOUTH GLOUCESTERSHIRE, 67 HIGH STREET, THORNBURY, BRISTOL, BS352AW
Website recorded by the regulator: www.ageuksouthglos.org.uk (displayed as text)
02 Activities
What the charity does
Information and Advice (including specialist benefits advice and advice for people affected by dementia), Befriending, Day Care Services and a variety of 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
- 9 October 2025
- Date Accounts Received
- 9 October 2025
- Total Gross Income
- £870,730
- Total Gross Expenditure
- £850,136
- 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
- 29 October 2024
- Date Accounts Received
- 29 October 2024
- Total Gross Income
- £806,254
- Total Gross Expenditure
- £790,498
- 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
- 14 December 2023
- Date Accounts Received
- 14 December 2023
- Total Gross Income
- £508,486
- Total Gross Expenditure
- £646,135
- 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
- 12 January 2023
- Date Accounts Received
- 12 January 2023
- Total Gross Income
- £552,242
- Total Gross Expenditure
- £593,990
- 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
- 18 November 2021
- Date Accounts Received
- 18 November 2021
- Total Gross Income
- £610,173
- Total Gross Expenditure
- £556,507
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 October 2025
- Total Gross Income
- £870,730
- Total Gross Expenditure
- £850,136
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 6
- Count Govt Grants
- £7
- Income From Government Contracts
- 325514
- Income From Government Grants
- £77,612
- 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
- 309
- 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
- 29 October 2024
- Total Gross Income
- £806,254
- Total Gross Expenditure
- £790,498
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 3
- Count Govt Grants
- £4
- Income From Government Contracts
- 240379
- Income From Government Grants
- £101,296
- 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
- No
- Count Volunteers
- 184
- 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
- 14 December 2023
- Total Gross Income
- £508,486
- Total Gross Expenditure
- £646,135
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 54
- Count Govt Grants
- £7
- Income From Government Contracts
- 211596
- Income From Government Grants
- £98,113
- 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
- No
- Count Volunteers
- 227
- 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
- 12 January 2023
- Total Gross Income
- £552,242
- Total Gross Expenditure
- £593,990
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 91
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £7
- Income From Government Contracts
- 184408
- Income From Government Grants
- £157,757
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 197
- 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
- 18 November 2021
- Total Gross Income
- £610,173
- Total Gross Expenditure
- £556,507
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 48
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £6
- Income From Government Contracts
- 204644
- Income From Government Grants
- £125,937
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 202
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 October 2025
- Income Donations And Legacies
- 51778
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 815358
- Income Investments
- 3594
- Income Other
- 0
- Income Total Income And Endowments
- 870730
- Income Legacies
- 14586
- Income Endowments
- 1000
- Expenditure Raising Funds
- £7,924
- Expenditure Charitable Expenditure
- £842,212
- Expenditure Other
- 0
- Expenditure Total
- 850136
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 2324
- Expenditure Support Costs
- 129903
- Expenditure Depreciation
- 1042
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £150,000
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £330,666
- Assets Total Liabilities
- £158,300
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £172,366
- Creditors One Year Total Current
- 158300
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £295,811
- Funds Endowment
- 11000
- Funds Unrestricted
- 161366
- Funds Restricted
- 0
- Funds Total
- 172366
- Count Employees
- 28
- 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
- 29 October 2024
- Income Donations And Legacies
- 40763
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 762243
- Income Investments
- 3248
- Income Other
- 0
- Income Total Income And Endowments
- 806254
- Income Legacies
- 8035
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £790,498
- Expenditure Other
- 0
- Expenditure Total
- 790498
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 3882
- Expenditure Support Costs
- 790498
- Expenditure Depreciation
- 2499
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £151,771
- Assets Total Fixed
- 1042
- Assets Own Use
- 1042
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £248,494
- Assets Total Liabilities
- £97,765
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £151,771
- Creditors One Year Total Current
- 97765
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £196,200
- Funds Endowment
- 0
- Funds Unrestricted
- 151771
- Funds Restricted
- 0
- Funds Total
- 151771
- Count Employees
- 29
- 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
- 14 December 2023
- Income Donations And Legacies
- 5899
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 502130
- Income Investments
- 457
- Income Other
- 0
- Income Total Income And Endowments
- 508486
- Income Legacies
- 455
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £646,135
- Expenditure Other
- 0
- Expenditure Total
- 646135
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 3351
- Expenditure Support Costs
- 84833
- Expenditure Depreciation
- 2500
- Gain Loss Investment
- 457
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -2500
- Gain Loss Other
- 0
- Reserves
- £136,015
- Assets Total Fixed
- 3541
- Assets Own Use
- 3541
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £211,736
- Assets Total Liabilities
- £79,262
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £136,015
- Creditors One Year Total Current
- 79262
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £165,139
- Funds Endowment
- 0
- Funds Unrestricted
- 135015
- Funds Restricted
- 1000
- Funds Total
- 136015
- Count Employees
- 24
- 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
- 12 January 2023
- Income Donations And Legacies
- 28174
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 522679
- Income Investments
- 1389
- Income Other
- 0
- Income Total Income And Endowments
- 552242
- Income Legacies
- 2268
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £593,990
- Expenditure Other
- 0
- Expenditure Total
- 593990
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 1890
- Expenditure Support Costs
- 66924
- Expenditure Depreciation
- 2500
- Gain Loss Investment
- 1389
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -2500
- Gain Loss Other
- 0
- Reserves
- £272,664
- Assets Total Fixed
- 6041
- Assets Own Use
- 6041
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £300,512
- Assets Total Liabilities
- £32,889
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £273,664
- Creditors One Year Total Current
- 32889
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £227,870
- Funds Endowment
- 0
- Funds Unrestricted
- 272664
- Funds Restricted
- 1000
- Funds Total
- 273664
- Count Employees
- 22
- 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
- 18 November 2021
- Income Donations And Legacies
- 181056
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 428282
- Income Investments
- 835
- Income Other
- 0
- Income Total Income And Endowments
- 610173
- Income Legacies
- 7051
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £556,507
- Expenditure Other
- 0
- Expenditure Total
- 556507
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 1350
- Expenditure Support Costs
- 39441
- Expenditure Depreciation
- 1458
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -1458
- Gain Loss Other
- 0
- Reserves
- £315,412
- Assets Total Fixed
- 8542
- Assets Own Use
- 8542
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £379,460
- Assets Total Liabilities
- £72,590
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £315,412
- Creditors One Year Total Current
- 72590
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £368,599
- Funds Endowment
- 0
- Funds Unrestricted
- 315412
- Funds Restricted
- 0
- Funds Total
- 315412
- Count Employees
- 24
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- South Gloucestershire
- 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
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 308
- Classification Type
- How
- Classification Description
- Sponsors Or Undertakes Research
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
08 Official extract
Charity Event History
- Charity Name
- Age UK South Gloucestershire Ltd
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2023-07-06T00:00:00
- Reason
- Removed by application
- Assoc Organisation Number
- 5074332
- Assoc Registered Charity Number
- 1165280
- Assoc Charity Name
- SEVERNSIDE WEDNESDAY CLUB
- Charity Name
- Age UK South Gloucestershire Ltd
- Charity Event Order
- 3
- Event Type
- Asset transfer in
- Date Of Event
- 2025-03-17T00:00:00
- Reason
- Removed by application
- Assoc Organisation Number
- 5149146
- Assoc Registered Charity Number
- 1191820
- Assoc Charity Name
- SOUTH GLOUCESTERSHIRE OVER 50'S FORUM
- Charity Name
- Age UK South Gloucestershire Ltd
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2005-06-14T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 26/05/2005AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 10/08/2012AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29 JUL 2016 AS AMENDED ON 02 SEP 2019AS AMENDED BY SPECIAL RESOLUTION(S) DATED 27 SEP 2019AS REGISTERED AT COMPANIES HOUSE ON 05 NOV 2019
- Charitable Objects
- 3.1 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; AND3.1.7 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
- IN AND AROUND SOUTH GLOUCESTERSHIRE
10 Official extract
Charity Other Names
- Charity Name Id
- 468670
- Charity Name Type
- Previous name
- Charity Name
- AGE CONCERN SOUTH GLOUCESTERSHIRE
11 Official extract
Charity Policy
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Investment
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Volunteer management
- Policy Name
- Complaints policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Risk management
- Policy Name
- Paying staff
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Campaigns and political activity policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Complaints handling