01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 14 July 2005
- Removed
- Not supplied
- Company number supplied
- 05367286
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £1,524,051
- Latest expenditure
- £1,433,136
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: The Studio, Alexander House, James Street West, BATH, BA1 2BT
Website recorded by the regulator: www.ageukbanes.co.uk (displayed as text)
02 Activities
What the charity does
(a) Information & Advice: drop-ins/appointments/outreach/home visiting (b) Day Centres & activities: art group/lunch clubs/trips/school link-up/reminiscence work/minibus transport(c) Home Services: Home from Hospital/Home Response/Toenail Cutting/Befriending(d) Walking for Health healthy living activities including tai chi, lunch bunch social group(e) Support Planning (f) Volunteering
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
- £1,524,051
- Total Gross Expenditure
- £1,433,136
- 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
- 23 January 2025
- Date Accounts Received
- 23 January 2025
- Total Gross Income
- £1,351,032
- Total Gross Expenditure
- £1,523,102
- 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
- £1,184,569
- Total Gross Expenditure
- £1,289,027
- 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
- 27 January 2023
- Date Accounts Received
- 27 January 2023
- Total Gross Income
- £1,172,081
- Total Gross Expenditure
- £900,640
- 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
- 25 January 2022
- Date Accounts Received
- 25 January 2022
- Total Gross Income
- £982,553
- Total Gross Expenditure
- £832,276
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
- £1,524,051
- Total Gross Expenditure
- £1,433,136
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 2
- Count Govt Grants
- £0
- Income From Government Contracts
- 734570
- 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
- 120
- 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 January 2025
- Total Gross Income
- £1,351,032
- Total Gross Expenditure
- £1,523,102
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 2
- Count Govt Grants
- £0
- Income From Government Contracts
- 738977
- 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
- 120
- 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
- £1,184,569
- Total Gross Expenditure
- £1,289,027
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £1
- Income From Government Grants
- £18,000
- 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
- 120
- 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
- 27 January 2023
- Total Gross Income
- £1,172,081
- Total Gross Expenditure
- £900,640
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £2
- Income From Government Grants
- £118,245
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 130
- 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
- 25 January 2022
- Total Gross Income
- £982,553
- Total Gross Expenditure
- £832,276
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 1
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £1
- Income From Government Contracts
- 20000
- Income From Government Grants
- £23,300
- 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
- 120
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
- 419311
- Income Other Trading Activities
- 7418
- Income Charitable Activities
- 1090364
- Income Investments
- 5684
- Income Other
- 1274
- Income Total Income And Endowments
- 1524051
- Income Legacies
- 65364
- Income Endowments
- 0
- Expenditure Raising Funds
- £38,423
- Expenditure Charitable Expenditure
- £1,394,713
- Expenditure Other
- 0
- Expenditure Total
- 1433136
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 366725
- Expenditure Depreciation
- 7735
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £610,783
- Assets Total Fixed
- 16804
- Assets Own Use
- 16794
- Assets Long Term Investment
- 10
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £783,019
- Assets Total Liabilities
- £189,040
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £610,783
- Creditors One Year Total Current
- 189040
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £683,922
- Funds Endowment
- 0
- Funds Unrestricted
- 501376
- Funds Restricted
- 109407
- Funds Total
- 610783
- Count Employees
- 47
- 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 January 2025
- Income Donations And Legacies
- 300620
- Income Other Trading Activities
- 8309
- Income Charitable Activities
- 1034206
- Income Investments
- 7897
- Income Other
- 0
- Income Total Income And Endowments
- 1351032
- Income Legacies
- 110126
- Income Endowments
- 0
- Expenditure Raising Funds
- £30,276
- Expenditure Charitable Expenditure
- £1,492,826
- Expenditure Other
- 0
- Expenditure Total
- 1523102
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 436107
- Expenditure Depreciation
- 6523
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £519,868
- Assets Total Fixed
- 13479
- Assets Own Use
- 13469
- Assets Long Term Investment
- 10
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £734,410
- Assets Total Liabilities
- £228,021
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £519,868
- Creditors One Year Total Current
- 228021
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £464,658
- Funds Endowment
- 0
- Funds Unrestricted
- 430499
- Funds Restricted
- 89369
- Funds Total
- 519868
- Count Employees
- 49
- 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
- 324602
- Income Other Trading Activities
- 2852
- Income Charitable Activities
- 855233
- Income Investments
- 1882
- Income Other
- 0
- Income Total Income And Endowments
- 1184569
- Income Legacies
- 7009
- Income Endowments
- 0
- Expenditure Raising Funds
- £34,260
- Expenditure Charitable Expenditure
- £1,254,767
- Expenditure Other
- 0
- Expenditure Total
- 1289027
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 9992
- Expenditure Support Costs
- 350375
- Expenditure Depreciation
- 6978
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £484,057
- Assets Total Fixed
- 20002
- Assets Own Use
- 19992
- Assets Long Term Investment
- 10
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £754,748
- Assets Total Liabilities
- £82,812
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £691,938
- Creditors One Year Total Current
- 82812
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £695,073
- Funds Endowment
- 0
- Funds Unrestricted
- 484057
- Funds Restricted
- 207881
- Funds Total
- 691938
- Count Employees
- 31
- 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
- 27 January 2023
- Income Donations And Legacies
- 551650
- Income Other Trading Activities
- 6593
- Income Charitable Activities
- 613815
- Income Investments
- 23
- Income Other
- 0
- Income Total Income And Endowments
- 1172081
- Income Legacies
- 270944
- Income Endowments
- 0
- Expenditure Raising Funds
- £62,065
- Expenditure Charitable Expenditure
- £838,575
- Expenditure Other
- 0
- Expenditure Total
- 900640
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 10125
- Expenditure Support Costs
- 279791
- Expenditure Depreciation
- 4388
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £416,277
- Assets Total Fixed
- 3147
- Assets Own Use
- 3137
- Assets Long Term Investment
- 10
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £845,815
- Assets Total Liabilities
- £52,566
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £796,396
- Creditors One Year Total Current
- 52566
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £561,465
- Funds Endowment
- 0
- Funds Unrestricted
- 667418
- Funds Restricted
- 128978
- Funds Total
- 796396
- Count Employees
- 19
- 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
- 25 January 2022
- Income Donations And Legacies
- 288966
- Income Other Trading Activities
- 20031
- Income Charitable Activities
- 672351
- Income Investments
- 1205
- Income Other
- 0
- Income Total Income And Endowments
- 982553
- Income Legacies
- 10400
- Income Endowments
- 0
- Expenditure Raising Funds
- £68,264
- Expenditure Charitable Expenditure
- £764,012
- Expenditure Other
- 0
- Expenditure Total
- 832276
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 88045
- Expenditure Depreciation
- 125954
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £494,584
- Assets Total Fixed
- 7535
- Assets Own Use
- 6330
- Assets Long Term Investment
- 1205
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £566,443
- Assets Total Liabilities
- £49,023
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £524,955
- Creditors One Year Total Current
- 49023
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £508,317
- Funds Endowment
- 0
- Funds Unrestricted
- 494585
- Funds Restricted
- 30370
- Funds Total
- 524955
- Count Employees
- 59
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Wiltshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Bath And North East Somerset
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 117
- Classification Type
- What
- Classification Description
- Other Charitable Purposes
- 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
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 310
- Classification Type
- How
- Classification Description
- Other Charitable Activities
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
08 Official extract
Charity Event History
- Charity Name
- AGE UK BATH AND NORTH EAST SOMERSET LIMITED
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2005-07-14T00:00:00
- Charity Name
- AGE UK BATH AND NORTH EAST SOMERSET LIMITED
- Charity Event Order
- 3
- Event Type
- Asset transfer in
- Date Of Event
- 2024-10-31T00:00:00
- Reason
- Removed by application
- Assoc Organisation Number
- 5051123
- Assoc Registered Charity Number
- 1158654
- Assoc Charity Name
- CARE HOME VOLUNTEERS
- Charity Name
- AGE UK BATH AND NORTH EAST SOMERSET LIMITED
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2024-03-13T00:00:00
- Reason
- Removed by application
- Assoc Organisation Number
- 5102441
- Assoc Registered Charity Number
- 1175322
- Assoc Charity Name
- BATH AND NORTH EAST SOMERSET DEMENTIA ACTION ALLIANCE
- Charity Name
- AGE UK BATH AND NORTH EAST SOMERSET LIMITED
- Charity Event Order
- 4
- Event Type
- Asset transfer in
- Date Of Event
- 2026-04-02T00:00:00
- Reason
- Ceased to exist
- Assoc Organisation Number
- 276166
- Assoc Registered Charity Number
- 276166
- Assoc Charity Name
- THE MIDSOMER NORTON AND RADSTOCK COMMUNITY SERVICE VEHICLE TRUST
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 16/02/2005AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 05/03/2012AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 20 JUN 2017
- Charitable Objects
- TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW CHARITABLE IN AND AROUND THE DISTRICT OF BATH AND NORTH EAST SOMERSET. ( HEREINAFTER CALLED "THE AREA OF BENEFIT")
- Area Of Benefit
- BATH AND NORTH EAST SOMERSET.
10 Official extract
Charity Other Names
- Charity Name Id
- 520090
- Charity Name Type
- Working name
- Charity Name
- AGE UK BATH AND NORTH EAST SOMERSET LIMITED
- Charity Name Id
- 472344
- Charity Name Type
- Previous name
- Charity Name
- AGE CONCERN BATH AND NORTH EAST SOMERSET LIMITED
11 Official extract
Charity Policy
- Policy Name
- Risk management
- Policy Name
- Conflicting interests
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Paying staff