CCEW Charity Commission profile

AGE CONCERN BOURNEMOUTH

Registered charity 1113294 · organisation 4021309

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
15 March 2006
Removed
Not supplied
Company number supplied
05401464
Financial period
1 April 2024 – 31 March 2025
Latest income
£905,230
Latest expenditure
£947,090
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Age Concern, 700 Wimborne Road, BOURNEMOUTH, BH9 2EG

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

02 Activities

What the charity does

Age Concern Bournemouth, Poole & East Dorset works with and for people over 55 in Bournemouth, Poole & East Dorset. Activities include social clubs and centres, information & advice, register of reputable tradespeople, pubs club, days out, walking groups, yoga classes, Chair exercise foot care support at home, foot care clinic, dementia services & community connections

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
26 January 2026
Date Accounts Received
26 January 2026
Total Gross Income
£905,230
Total Gross Expenditure
£947,090
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
30 January 2025
Date Accounts Received
30 January 2025
Total Gross Income
£918,035
Total Gross Expenditure
£1,109,450
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
6 February 2024
Date Accounts Received
6 February 2024
Total Gross Income
£791,042
Total Gross Expenditure
£984,281
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
6 January 2023
Date Accounts Received
6 January 2023
Total Gross Income
£772,780
Total Gross Expenditure
£722,747
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
23 December 2021
Date Accounts Received
23 December 2021
Total Gross Income
£760,730
Total Gross Expenditure
£583,214

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
26 January 2026
Total Gross Income
£905,230
Total Gross Expenditure
£947,090
Grant Making Is Main Activity
No
Count Govt Contracts
2
Count Govt Grants
£0
Income From Government Contracts
115680
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of 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
80
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
30 January 2025
Total Gross Income
£918,035
Total Gross Expenditure
£1,109,450
Grant Making Is Main Activity
No
Count Govt Contracts
3
Count Govt Grants
£0
Income From Government Contracts
226463
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of 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
86
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
6 February 2024
Total Gross Income
£791,042
Total Gross Expenditure
£984,281
Grant Making Is Main Activity
No
Count Govt Contracts
1
Count Govt Grants
£1
Income From Government Contracts
115632
Income From Government Grants
£115,632
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
6 January 2023
Total Gross Income
£772,780
Total Gross Expenditure
£722,747
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
3
Charity Receives Govt Funding Grants
No
Income From Government Contracts
227404
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
122
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
23 December 2021
Total Gross Income
£760,730
Total Gross Expenditure
£583,214
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
2
Charity Receives Govt Funding Grants
No
Income From Government Contracts
115632
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
81

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
26 January 2026
Income Donations And Legacies
130273
Income Other Trading Activities
137103
Income Charitable Activities
619927
Income Investments
17298
Income Other
629
Income Total Income And Endowments
905230
Income Legacies
105582
Income Endowments
0
Expenditure Raising Funds
£103,954
Expenditure Charitable Expenditure
£843,136
Expenditure Other
0
Expenditure Total
947090
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
29822
Expenditure Support Costs
29822
Expenditure Depreciation
4368
Gain Loss Investment
-2239
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£401,603
Assets Total Fixed
585610
Assets Own Use
30695
Assets Long Term Investment
554915
Defined Benefit Pension Scheme
0
Assets Other Assets
£495,437
Assets Total Liabilities
£20,422
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,060,625
Creditors One Year Total Current
20422
Creditors Falling Due After One Year
0
Assets Cash
£463,678
Funds Endowment
0
Funds Unrestricted
987213
Funds Restricted
73412
Funds Total
1060625
Count Employees
84
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
30 January 2025
Income Donations And Legacies
156456
Income Other Trading Activities
111470
Income Charitable Activities
638752
Income Investments
11184
Income Other
173
Income Total Income And Endowments
918035
Income Legacies
111225
Income Endowments
0
Expenditure Raising Funds
£112,312
Expenditure Charitable Expenditure
£997,138
Expenditure Other
0
Expenditure Total
1109450
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
50551
Expenditure Depreciation
6363
Gain Loss Investment
93101
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£939,327
Assets Total Fixed
584636
Assets Own Use
27482
Assets Long Term Investment
557154
Defined Benefit Pension Scheme
0
Assets Other Assets
£567,682
Assets Total Liabilities
£47,594
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,104,724
Creditors One Year Total Current
47594
Creditors Falling Due After One Year
0
Assets Cash
£501,329
Funds Endowment
0
Funds Unrestricted
939327
Funds Restricted
165397
Funds Total
1104724
Count Employees
89
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
6 February 2024
Income Donations And Legacies
78429
Income Other Trading Activities
110525
Income Charitable Activities
565351
Income Investments
7151
Income Other
29586
Income Total Income And Endowments
791042
Income Legacies
14256
Income Endowments
0
Expenditure Raising Funds
£75,505
Expenditure Charitable Expenditure
£908,776
Expenditure Other
0
Expenditure Total
984281
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
28160
Expenditure Depreciation
6362
Gain Loss Investment
11400
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£995,692
Assets Total Fixed
497899
Assets Own Use
33845
Assets Long Term Investment
464054
Defined Benefit Pension Scheme
0
Assets Other Assets
£721,694
Assets Total Liabilities
£16,555
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,203,038
Creditors One Year Total Current
16555
Creditors Falling Due After One Year
0
Assets Cash
£666,098
Funds Endowment
0
Funds Unrestricted
995692
Funds Restricted
207346
Funds Total
1203038
Count Employees
76
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
6 January 2023
Income Donations And Legacies
224936
Income Other Trading Activities
79547
Income Charitable Activities
448479
Income Investments
2829
Income Other
16989
Income Total Income And Endowments
772780
Income Legacies
1650
Income Endowments
0
Expenditure Raising Funds
£54,740
Expenditure Charitable Expenditure
£668,007
Expenditure Other
0
Expenditure Total
722747
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
21136
Expenditure Depreciation
6363
Gain Loss Investment
8729
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,162,966
Assets Total Fixed
515661
Assets Own Use
515661
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£913,015
Assets Total Liabilities
£20,999
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,407,677
Creditors One Year Total Current
20999
Creditors Falling Due After One Year
0
Assets Cash
£817,976
Funds Endowment
0
Funds Unrestricted
1162966
Funds Restricted
244711
Funds Total
1407677
Count Employees
63
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
23 December 2021
Income Donations And Legacies
419332
Income Other Trading Activities
21181
Income Charitable Activities
298634
Income Investments
4265
Income Other
17318
Income Total Income And Endowments
760730
Income Legacies
11802
Income Endowments
0
Expenditure Raising Funds
£40,137
Expenditure Charitable Expenditure
£543,077
Expenditure Other
0
Expenditure Total
583214
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
13897
Expenditure Depreciation
6362
Gain Loss Investment
79109
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,119,007
Assets Total Fixed
441094
Assets Own Use
46570
Assets Long Term Investment
394524
Defined Benefit Pension Scheme
0
Assets Other Assets
£916,886
Assets Total Liabilities
£9,065
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,348,915
Creditors One Year Total Current
9065
Creditors Falling Due After One Year
0
Assets Cash
£862,026
Funds Endowment
0
Funds Unrestricted
1119007
Funds Restricted
229908
Funds Total
1348915
Count Employees
56
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Dorset
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Bournemouth
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Poole
Welsh Ind
No

07 Official extract

Charity Classification

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
306
Classification Type
How
Classification Description
Provides Services
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
202
Classification Type
Who
Classification Description
Elderly/old People

08 Official extract

Charity Event History

Charity Name
AGE CONCERN BOURNEMOUTH
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2006-03-15T00:00:00
Charity Name
AGE CONCERN BOURNEMOUTH
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2020-02-01T00:00:00
Assoc Organisation Number
292682
Assoc Registered Charity Number
292682
Assoc Charity Name
AGE CONCERN FERNDOWN AND DISTRICT

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 22 MARCH 2005AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 14/05/2015
Charitable Objects
TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN BOURNEMOUTH, POOLE, CHRISTCHURCH, EAST DORSET AND THE SURROUNDING AREA.
Area Of Benefit
IN AND AROUND BOURNEMOUTH

10 Official extract

Charity Other Names

Charity Name Id
365574
Charity Name Type
Working name
Charity Name
ACB
Charity Name Id
623740
Charity Name Type
Working name
Charity Name
Age UK Bournemouth, Poole & East Dorset
Charity Name Id
365586
Charity Name Type
Working name
Charity Name
AGE UK BOURNEMOUTH

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Care Quality Commission

12 Official extract

Charity Policy

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