01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Suppressed
- Charity type
- Charitable company
- Registered
- 19 December 2007
- Removed
- Not supplied
- Company number supplied
- 06047495
- Financial period
- 1 April 2022 – 31 March 2023
- Latest income
- £1,481,005
- Latest expenditure
- £1,443,290
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: JAMES WATSON HOUSE, BUTE HOUSE, MONTGOMERY WAY, ROSEHILL INDUSTRIAL ESTATE, CARLISLE, CA1 2UU
Website recorded by the regulator: WWW.ARMSTRONGWATSON.CO.UK (displayed as text)
02 Activities
What the charity does
To improve the lives of older people in Allerdale and Copeland.
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
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- 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
- 9 January 2024
- Date Accounts Received
- 9 January 2024
- Total Gross Income
- £1,481,005
- Total Gross Expenditure
- £1,443,290
- 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
- 3 January 2023
- Date Accounts Received
- 3 January 2023
- Total Gross Income
- £1,213,726
- Total Gross Expenditure
- £1,328,279
- 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
- 31 March 2022
- Date Accounts Received
- 31 March 2022
- Total Gross Income
- £1,029,030
- Total Gross Expenditure
- £987,830
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- 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
- 9 January 2024
- Total Gross Income
- £1,481,005
- Total Gross Expenditure
- £1,443,290
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 2
- Count Govt Grants
- £0
- Income From Government Contracts
- 150000
- 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 70001 80000
- 1
- Count Volunteers
- 90
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 3 January 2023
- Total Gross Income
- £1,213,726
- Total Gross Expenditure
- £1,328,279
- 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
- £1
- Income From Government Contracts
- 71553
- Income From Government Grants
- £42,752
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 115
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 31 March 2022
- Total Gross Income
- £1,029,030
- Total Gross Expenditure
- £987,830
- 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
- No
- Income From Government Contracts
- 175860
- 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
- 115
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR20
- Fin Period Start Date
- 1 April 2019
- Fin Period End Date
- 31 March 2020
- Ar Due Date
- 31 January 2021
- Ar Received Date
- 18 January 2021
- Total Gross Income
- £1,244,171
- Total Gross Expenditure
- £1,629,391
- 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
- £8
- Income From Government Contracts
- 265294
- Income From Government Grants
- £125,000
- 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
- 240
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR19
- Fin Period Start Date
- 1 April 2018
- Fin Period End Date
- 31 March 2019
- Ar Due Date
- 31 January 2020
- Ar Received Date
- 13 January 2020
- Total Gross Income
- £1,905,679
- Total Gross Expenditure
- £2,202,969
- 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
- £3
- Income From Government Contracts
- 289891
- Income From Government Grants
- £296,314
- 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
- 300
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- 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
- 9 January 2024
- Income Donations And Legacies
- 115083
- Income Other Trading Activities
- 365419
- Income Charitable Activities
- 999920
- Income Investments
- 312
- Income Other
- 271
- Income Total Income And Endowments
- 1481005
- Income Legacies
- 74020
- Income Endowments
- 0
- Expenditure Raising Funds
- £429,190
- Expenditure Charitable Expenditure
- £1,014,100
- Expenditure Other
- 0
- Expenditure Total
- 1443290
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 347099
- Expenditure Depreciation
- 29201
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 24187
- Gain Loss Revaluation Fixed Investment
- 785511
- Gain Loss Other
- 0
- Reserves
- £768,718
- Assets Total Fixed
- 785511
- Assets Own Use
- 785511
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £464,039
- Assets Total Liabilities
- £480,832
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £768,718
- Creditors One Year Total Current
- 272107
- Creditors Falling Due After One Year
- 208725
- Assets Cash
- £373,495
- Funds Endowment
- 0
- Funds Unrestricted
- 768718
- Funds Restricted
- 0
- Funds Total
- 768718
- Count Employees
- 52
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 3 January 2023
- Income Donations And Legacies
- 130450
- Income Other Trading Activities
- 465456
- Income Charitable Activities
- 561671
- Income Investments
- 95
- Income Other
- 56054
- Income Total Income And Endowments
- 1213726
- Income Legacies
- 79039
- Income Endowments
- 0
- Expenditure Raising Funds
- £485,595
- Expenditure Charitable Expenditure
- £842,684
- Expenditure Other
- 0
- Expenditure Total
- 1328279
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 842684
- Expenditure Depreciation
- 27279
- Gain Loss Investment
- 1
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 808616
- Gain Loss Other
- 0
- Reserves
- £713,273
- Assets Total Fixed
- 808616
- Assets Own Use
- 808615
- Assets Long Term Investment
- 1
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £382,587
- Assets Total Liabilities
- £460,200
- Assets Current Investment
- 3951
- Assets Total Assets And Liabilities
- £731,003
- Creditors One Year Total Current
- 231811
- Creditors Falling Due After One Year
- 228389
- Assets Cash
- £165,079
- Funds Endowment
- 0
- Funds Unrestricted
- 713273
- Funds Restricted
- 17730
- Funds Total
- 731003
- Count Employees
- 44
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 31 March 2022
- Income Donations And Legacies
- 126869
- Income Other Trading Activities
- 135363
- Income Charitable Activities
- 372023
- Income Investments
- 22
- Income Other
- 394753
- Income Total Income And Endowments
- 1029030
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £287,024
- Expenditure Charitable Expenditure
- £700,806
- Expenditure Other
- 0
- Expenditure Total
- 987830
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 381932
- Expenditure Depreciation
- 25017
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £109,263
- Assets Total Fixed
- 824437
- Assets Own Use
- 820497
- Assets Long Term Investment
- 3940
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £340,806
- Assets Total Liabilities
- £327,054
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £838,189
- Creditors One Year Total Current
- 105065
- Creditors Falling Due After One Year
- 221989
- Assets Cash
- £225,409
- Funds Endowment
- 0
- Funds Unrestricted
- 737429
- Funds Restricted
- 100760
- Funds Total
- 838189
- Count Employees
- 43
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR20
- Fin Period Start Date
- 1 April 2019
- Fin Period End Date
- 31 March 2020
- Ar Due Date
- 31 January 2021
- Ar Received Date
- 18 January 2021
- Income Donations And Legacies
- 50380
- Income Other Trading Activities
- 285021
- Income Charitable Activities
- 752747
- Income Investments
- 55
- Income Other
- 155968
- Income Total Income And Endowments
- 1244171
- Income Legacies
- 20776
- Income Endowments
- 0
- Expenditure Raising Funds
- £508,561
- Expenditure Charitable Expenditure
- £1,120,830
- Expenditure Other
- 0
- Expenditure Total
- 1629391
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 683757
- Expenditure Depreciation
- 30661
- Gain Loss Investment
- 254
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £663,214
- Assets Total Fixed
- 844743
- Assets Own Use
- 840803
- Assets Long Term Investment
- 3940
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £333,164
- Assets Total Liabilities
- £380,918
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £796,989
- Creditors One Year Total Current
- 157392
- Creditors Falling Due After One Year
- 223526
- Assets Cash
- £56,050
- Funds Endowment
- 0
- Funds Unrestricted
- 663214
- Funds Restricted
- 133775
- Funds Total
- 796989
- Count Employees
- 62
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR19
- Fin Period Start Date
- 1 April 2018
- Fin Period End Date
- 31 March 2019
- Ar Due Date
- 31 January 2020
- Ar Received Date
- 13 January 2020
- Income Donations And Legacies
- 908400
- Income Other Trading Activities
- 331763
- Income Charitable Activities
- 645078
- Income Investments
- 2518
- Income Other
- 17920
- Income Total Income And Endowments
- 1905679
- Income Legacies
- 340141
- Income Endowments
- 0
- Expenditure Raising Funds
- £492,035
- Expenditure Charitable Expenditure
- £1,710,934
- Expenditure Other
- 0
- Expenditure Total
- 2202969
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 12500
- Expenditure Support Costs
- 828976
- Expenditure Depreciation
- 36209
- Gain Loss Investment
- 7291
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £959,200
- Assets Total Fixed
- 1183382
- Assets Own Use
- 1179188
- Assets Long Term Investment
- 4194
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £519,458
- Assets Total Liabilities
- £520,377
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,182,463
- Creditors One Year Total Current
- 279148
- Creditors Falling Due After One Year
- 241229
- Assets Cash
- £74,853
- Funds Endowment
- 0
- Funds Unrestricted
- 1130868
- Funds Restricted
- 51595
- Funds Total
- 1182463
- Count Employees
- 92
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Cumbria
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
08 Official extract
Charity Event History
- Charity Name
- AGE UK WEST CUMBRIA
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2020-01-08T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 3938840
- Assoc Registered Charity Number
- 1070850
- Assoc Charity Name
- AGE UK SUPPORT SERVICES NORTH WEST
- Charity Name
- AGE UK WEST CUMBRIA
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2007-12-19T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 10 JANUARY 2007 AS AMENDED BY SPECIAL RESOLUTIONS DATED 14 FEBRUARY 2007 AND 20 AUGUST 2009
- Charitable Objects
- TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE PRIMARILY IN NORTH WEST CUMBRIA, IE THE DISTRICTS OF ALLERDALE AND COPELAND (HEREINAFTER CALLED THE "AREA OF BENEFIT"). HOWEVER, AS A MEMBER OF AN ASSOCIATION, PARTNERSHIP OR CONSORTIUM, THE COMBINED GEOGRAPHIC AREAS SERVED BY THE ASSOCIATION, PARTNERSHIP OR CONSORTIUM MEMBERS.
- Area Of Benefit
- NORTH WEST CUMBRIA, IE, THE DISTRICTS OF ALLERDALE AND COPELAND
10 Official extract
Charity Other Names
- Charity Name Id
- 466542
- Charity Name Type
- Previous name
- Charity Name
- AGE CONCERN NORTH WEST CUMBRIA
11 Official extract
Charity Policy
- Policy Name
- Volunteer management
- Policy Name
- Paying staff
- Policy Name
- Investment
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Conflicting interests
- Policy Name
- Complaints handling
- Policy Name
- Risk management