01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 13 March 2009
- Removed
- Not supplied
- Company number supplied
- 06785041
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £1,133,217
- Latest expenditure
- £1,049,450
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: 20 Spencer Street, Carlisle, Cumbria, CA1 1BG
02 Activities
What the charity does
Promoting the wellbeing of people over the age of 50 to help make later life a fulfilling and enjoyable experience
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
- 6 January 2026
- Date Accounts Received
- 6 January 2026
- Total Gross Income
- £1,133,217
- Total Gross Expenditure
- £1,049,450
- 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
- 17 January 2025
- Date Accounts Received
- 17 January 2025
- Total Gross Income
- £925,539
- Total Gross Expenditure
- £863,996
- 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
- 24 January 2024
- Date Accounts Received
- 24 January 2024
- Total Gross Income
- £820,312
- Total Gross Expenditure
- £793,712
- 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
- 25 November 2022
- Date Accounts Received
- 25 November 2022
- Total Gross Income
- £629,734
- Total Gross Expenditure
- £663,997
- 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 October 2021
- Date Accounts Received
- 20 October 2021
- Total Gross Income
- £768,080
- Total Gross Expenditure
- £586,966
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
- 6 January 2026
- Total Gross Income
- £1,133,217
- Total Gross Expenditure
- £1,049,450
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £10
- Income From Government Grants
- £384,773
- 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
- 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
- 17 January 2025
- Total Gross Income
- £925,539
- Total Gross Expenditure
- £863,996
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £6
- Income From Government Grants
- £286,337
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- Yes
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Volunteers
- 180
- 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
- 24 January 2024
- Total Gross Income
- £820,312
- Total Gross Expenditure
- £793,712
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £2
- Income From Government Grants
- £193,201
- 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
- 180
- 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
- 25 November 2022
- Total Gross Income
- £629,734
- Total Gross Expenditure
- £663,997
- 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
- £13,334
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 160
- 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 October 2021
- Total Gross Income
- £768,080
- Total Gross Expenditure
- £586,966
- 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
- £3
- Income From Government Grants
- £320,401
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 144
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
- 6 January 2026
- Income Donations And Legacies
- 697767
- Income Other Trading Activities
- 284651
- Income Charitable Activities
- 84961
- Income Investments
- 27332
- Income Other
- 38506
- Income Total Income And Endowments
- 1133217
- Income Legacies
- 27000
- Income Endowments
- 0
- Expenditure Raising Funds
- £382,110
- Expenditure Charitable Expenditure
- £665,559
- Expenditure Other
- 1781
- Expenditure Total
- 1049450
- Expenditure Investment Management
- 3141
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 14702
- Expenditure Support Costs
- 172975
- Expenditure Depreciation
- 11127
- Gain Loss Investment
- 731
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 1781
- Reserves
- £1,262,350
- Assets Total Fixed
- 581605
- Assets Own Use
- 250884
- Assets Long Term Investment
- 330721
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,207,143
- Assets Total Liabilities
- £173,520
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,615,228
- Creditors One Year Total Current
- 171562
- Creditors Falling Due After One Year
- 1958
- Assets Cash
- £1,091,138
- Funds Endowment
- 0
- Funds Unrestricted
- 1262350
- Funds Restricted
- 352878
- Funds Total
- 1615228
- Count Employees
- 33
- 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
- 17 January 2025
- Income Donations And Legacies
- 492530
- Income Other Trading Activities
- 315939
- Income Charitable Activities
- 70915
- Income Investments
- 26702
- Income Other
- 19453
- Income Total Income And Endowments
- 925539
- Income Legacies
- 1400
- Income Endowments
- 0
- Expenditure Raising Funds
- £294,903
- Expenditure Charitable Expenditure
- £567,855
- Expenditure Other
- 1238
- Expenditure Total
- 863996
- Expenditure Investment Management
- 2282
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 35012
- Expenditure Support Costs
- 188674
- Expenditure Depreciation
- 11127
- Gain Loss Investment
- 26288
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 1238
- Reserves
- £1,121,398
- Assets Total Fixed
- 574504
- Assets Own Use
- 239292
- Assets Long Term Investment
- 335212
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,253,758
- Assets Total Liabilities
- £297,532
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,530,730
- Creditors One Year Total Current
- 294585
- Creditors Falling Due After One Year
- 2947
- Assets Cash
- £1,187,160
- Funds Endowment
- 0
- Funds Unrestricted
- 1121398
- Funds Restricted
- 409332
- Funds Total
- 1530730
- Count Employees
- 32
- 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
- 24 January 2024
- Income Donations And Legacies
- 318317
- Income Other Trading Activities
- 316858
- Income Charitable Activities
- 122015
- Income Investments
- 16771
- Income Other
- 46351
- Income Total Income And Endowments
- 820312
- Income Legacies
- 500
- Income Endowments
- 0
- Expenditure Raising Funds
- £323,828
- Expenditure Charitable Expenditure
- £468,394
- Expenditure Other
- 1490
- Expenditure Total
- 793712
- Expenditure Investment Management
- 3384
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 22295
- Expenditure Support Costs
- 143207
- Expenditure Depreciation
- 5526
- Gain Loss Investment
- -28289
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- -1490
- Reserves
- £779,775
- Assets Total Fixed
- 460218
- Assets Own Use
- 147240
- Assets Long Term Investment
- 312978
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,229,174
- Assets Total Liabilities
- £246,493
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,442,899
- Creditors One Year Total Current
- 242652
- Creditors Falling Due After One Year
- 3841
- Assets Cash
- £1,162,211
- Funds Endowment
- 0
- Funds Unrestricted
- 1061443
- Funds Restricted
- 381456
- Funds Total
- 1442899
- Count Employees
- 29
- 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
- 25 November 2022
- Income Donations And Legacies
- 193135
- Income Other Trading Activities
- 267897
- Income Charitable Activities
- 132718
- Income Investments
- 10465
- Income Other
- 25519
- Income Total Income And Endowments
- 629734
- Income Legacies
- 7480
- Income Endowments
- 0
- Expenditure Raising Funds
- £312,177
- Expenditure Charitable Expenditure
- £351,820
- Expenditure Other
- 0
- Expenditure Total
- 663997
- Expenditure Investment Management
- 2964
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 44468
- Expenditure Support Costs
- 105315
- Expenditure Depreciation
- 4982
- Gain Loss Investment
- 14916
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,444,588
- Assets Total Fixed
- 481849
- Assets Own Use
- 16250
- Assets Long Term Investment
- 465599
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,037,984
- Assets Total Liabilities
- £75,245
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,444,588
- Creditors One Year Total Current
- 75245
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,016,430
- Funds Endowment
- 0
- Funds Unrestricted
- 1077816
- Funds Restricted
- 366772
- Funds Total
- 1444588
- Count Employees
- 31
- 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
- 20 October 2021
- Income Donations And Legacies
- 459010
- Income Other Trading Activities
- 80051
- Income Charitable Activities
- 219465
- Income Investments
- 9434
- Income Other
- 120
- Income Total Income And Endowments
- 768080
- Income Legacies
- 30025
- Income Endowments
- 0
- Expenditure Raising Funds
- £287,512
- Expenditure Charitable Expenditure
- £299,454
- Expenditure Other
- 0
- Expenditure Total
- 586966
- Expenditure Investment Management
- 2498
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 61406
- Expenditure Support Costs
- 145204
- Expenditure Depreciation
- 4242
- Gain Loss Investment
- 61513
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £841,574
- Assets Total Fixed
- 455548
- Assets Own Use
- 1972
- Assets Long Term Investment
- 453576
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,115,243
- Assets Total Liabilities
- £106,856
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,463,935
- Creditors One Year Total Current
- 105578
- Creditors Falling Due After One Year
- 1278
- Assets Cash
- £1,068,211
- Funds Endowment
- 0
- Funds Unrestricted
- 1152979
- Funds Restricted
- 310956
- Funds Total
- 1463935
- Count Employees
- 25
- Charity Only 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
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
08 Official extract
Charity Event History
- Charity Name
- Age UK North Cumbria
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2009-03-13T00:00:00
- Charity Name
- Age UK North Cumbria
- Charity Event Order
- 3
- Event Type
- Asset transfer in
- Date Of Event
- 2012-11-08T00:00:00
- Reason
- Funds transferred (s.74)
- Assoc Organisation Number
- 508389
- Assoc Registered Charity Number
- 508389
- Assoc Charity Name
- AGE CONCERN EDEN
- Charity Name
- Age UK North Cumbria
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2012-11-07T00:00:00
- Reason
- Funds transferred (s.74)
- Assoc Organisation Number
- 508387
- Assoc Registered Charity Number
- 508387
- Assoc Charity Name
- AGE CONCERN CARLISLE AND DISTRICT
- Charity Name
- Age UK North Cumbria
- Charity Event Order
- 4
- 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
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 07/01/2009AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 13/05/2011 as amended on 16 Oct 2024
- Charitable Objects
- TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BR DEEMED BY LAW TO BE CHARITABLE IN AND AROUND CARLISLE AND EDEN DISTRICTS OR OTHERWISE IN THE COUNTY OF CUMBRIA (HEREINAFTER CALLED THE AREA OF BENEFIT)
- Area Of Benefit
- CUMBRIA
10 Official extract
Charity Other Names
- Charity Name Id
- 508070
- Charity Name Type
- Previous name
- Charity Name
- AGE UK CARLISLE AND EDEN
- Charity Name Id
- 409940
- Charity Name Type
- Previous name
- Charity Name
- AGE CONCERN CARLISLE AND EDEN
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Financial Conduct Authority
12 Official extract
Charity Policy
- Policy Name
- Engaging external speakers at charity events policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Risk management
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Investment
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Social media policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Campaigns and political activity policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Complaints handling
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Serious incident reporting policy and procedures