CCEW Charity Commission profile

AGE UK BURY

Registered charity 1141901 · organisation 5012877

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
13 May 2011
Removed
Not supplied
Company number supplied
07506866
Financial period
1 April 2024 – 31 March 2025
Latest income
£781,912
Latest expenditure
£769,394
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: THE JUBILEE CENTRE, MOSLEY AVENUE, BURY, LANCS, BL9 6NJ

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

02 Activities

What the charity does

Age UK Bury runs services and projects to help older people live independently and enjoy a better quality of life.

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
14 January 2026
Date Accounts Received
14 January 2026
Total Gross Income
£781,912
Total Gross Expenditure
£769,394
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
£649,398
Total Gross Expenditure
£820,307
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
26 January 2024
Date Accounts Received
26 January 2024
Total Gross Income
£704,500
Total Gross Expenditure
£671,208
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
28 December 2022
Date Accounts Received
28 December 2022
Total Gross Income
£511,866
Total Gross Expenditure
£564,181
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
4 January 2022
Date Accounts Received
4 January 2022
Total Gross Income
£547,888
Total Gross Expenditure
£445,147

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
14 January 2026
Total Gross Income
£781,912
Total Gross Expenditure
£769,394
Grant Making Is Main Activity
No
Count Govt Contracts
5
Count Govt Grants
£5
Income From Government Contracts
277640
Income From Government Grants
£277,641
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
15
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
£649,398
Total Gross Expenditure
£820,307
Grant Making Is Main Activity
No
Count Govt Contracts
5
Count Govt Grants
£5
Income From Government Contracts
279258
Income From Government Grants
£76,368
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
70
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
26 January 2024
Total Gross Income
£704,500
Total Gross Expenditure
£671,208
Grant Making Is Main Activity
No
Count Govt Contracts
5
Count Govt Grants
£3
Income From Government Contracts
258902
Income From Government Grants
£75,013
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
71
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
28 December 2022
Total Gross Income
£511,866
Total Gross Expenditure
£564,181
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
£5
Income From Government Contracts
65902
Income From Government Grants
£258,353
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
60
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
4 January 2022
Total Gross Income
£547,888
Total Gross Expenditure
£445,147
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
£2
Income From Government Contracts
42119
Income From Government Grants
£55,000
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
48

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
14 January 2026
Income Donations And Legacies
403285
Income Other Trading Activities
0
Income Charitable Activities
359838
Income Investments
8081
Income Other
10708
Income Total Income And Endowments
781912
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£241,059
Expenditure Charitable Expenditure
£528,335
Expenditure Other
0
Expenditure Total
769394
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
3814
Expenditure Support Costs
104139
Expenditure Depreciation
9349
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£156,475
Assets Total Fixed
245385
Assets Own Use
245385
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£208,677
Assets Total Liabilities
£52,202
Assets Current Investment
0
Assets Total Assets And Liabilities
£401,860
Creditors One Year Total Current
52202
Creditors Falling Due After One Year
0
Assets Cash
£162,751
Funds Endowment
0
Funds Unrestricted
371517
Funds Restricted
30343
Funds Total
401860
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
30 January 2025
Income Donations And Legacies
344105
Income Other Trading Activities
0
Income Charitable Activities
284958
Income Investments
10351
Income Other
9984
Income Total Income And Endowments
649398
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£239,829
Expenditure Charitable Expenditure
£580,478
Expenditure Other
0
Expenditure Total
820307
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
115267
Expenditure Depreciation
959
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£321,280
Assets Total Fixed
246614
Assets Own Use
246614
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£233,290
Assets Total Liabilities
£90,562
Assets Current Investment
0
Assets Total Assets And Liabilities
£389,342
Creditors One Year Total Current
90562
Creditors Falling Due After One Year
0
Assets Cash
£167,186
Funds Endowment
0
Funds Unrestricted
68062
Funds Restricted
321280
Funds Total
389342
Count Employees
30
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
26 January 2024
Income Donations And Legacies
432013
Income Other Trading Activities
0
Income Charitable Activities
262155
Income Investments
3612
Income Other
6720
Income Total Income And Endowments
704500
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£212,463
Expenditure Charitable Expenditure
£458,745
Expenditure Other
0
Expenditure Total
671208
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
4904
Expenditure Support Costs
102963
Expenditure Depreciation
10213
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£560,251
Assets Total Fixed
256542
Assets Own Use
256542
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£346,006
Assets Total Liabilities
£42,297
Assets Current Investment
0
Assets Total Assets And Liabilities
£560,251
Creditors One Year Total Current
42297
Creditors Falling Due After One Year
0
Assets Cash
£331,632
Funds Endowment
0
Funds Unrestricted
406123
Funds Restricted
154128
Funds Total
560251
Count Employees
30
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
28 December 2022
Income Donations And Legacies
314322
Income Other Trading Activities
0
Income Charitable Activities
197200
Income Investments
344
Income Other
0
Income Total Income And Endowments
511866
Income Legacies
10700
Income Endowments
0
Expenditure Raising Funds
£174,675
Expenditure Charitable Expenditure
£389,506
Expenditure Other
0
Expenditure Total
564181
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
73882
Expenditure Depreciation
2881
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£220,742
Assets Total Fixed
252600
Assets Own Use
252600
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£288,906
Assets Total Liabilities
£14,547
Assets Current Investment
0
Assets Total Assets And Liabilities
£526,959
Creditors One Year Total Current
14547
Creditors Falling Due After One Year
0
Assets Cash
£284,285
Funds Endowment
0
Funds Unrestricted
471962
Funds Restricted
54997
Funds Total
526959
Count Employees
28
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
4 January 2022
Income Donations And Legacies
519005
Income Other Trading Activities
0
Income Charitable Activities
28501
Income Investments
382
Income Other
0
Income Total Income And Endowments
547888
Income Legacies
20497
Income Endowments
0
Expenditure Raising Funds
£118,815
Expenditure Charitable Expenditure
£326,332
Expenditure Other
0
Expenditure Total
445147
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
4438
Expenditure Support Costs
86273
Expenditure Depreciation
9932
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
9789
Gain Loss Other
0
Reserves
£267,775
Assets Total Fixed
261667
Assets Own Use
261667
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£327,396
Assets Total Liabilities
£9,789
Assets Current Investment
24728
Assets Total Assets And Liabilities
£579,274
Creditors One Year Total Current
9789
Creditors Falling Due After One Year
0
Assets Cash
£302,668
Funds Endowment
0
Funds Unrestricted
525212
Funds Restricted
54062
Funds Total
579274
Count Employees
28
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Bury
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Greater Manchester
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
116
Classification Type
What
Classification Description
Recreation
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information

08 Official extract

Charity Event History

Charity Name
AGE UK BURY
Charity Event Order
3
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 BURY
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2011-05-13T00:00:00
Charity Name
AGE UK BURY
Charity Event Order
4
Event Type
Asset transfer in
Date Of Event
2023-01-11T00:00:00
Reason
Ceased to exist
Assoc Organisation Number
250085
Assoc Registered Charity Number
250085
Assoc Charity Name
RAWTENSTALL AND DISTRICT SENIOR CITIZEN'S ASSOCIATION
Charity Name
AGE UK BURY
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2013-02-08T00:00:00
Assoc Organisation Number
502936
Assoc Registered Charity Number
502936
Assoc Charity Name
AGE CONCERN BURY

09 Official extract

Charity Governing Document

Governing Document Description
Memorandum as amended on 18 Jul 2024
Charitable Objects
THE OBJECTS FOR WHICH THE CHARITY (THE "OBJECTS") IS ESTABLISHED AND TO WHICH IT IS SPECIFICALLY RESTRICTED ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE IN OR AROUND THE METROPOLITAN BOROUGH OF BURY ("THE AREA OF BENEFIT"):1. PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;2. ADVANCING EDUCATION;3. PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL);4. PROMOTING EQUALITY AND DIVERSITY;5. PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS;6. ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND7. SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE ANDTHE OUTCOME OF THIS BEING THE PROMOTIN OF THE WELL-BEING OF OLDER PEOPLE

10 Official extract

Charity Policy

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