01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 13 April 2011
- Removed
- Not supplied
- Company number supplied
- 07540805
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £2,001,626
- Latest expenditure
- £1,986,198
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Age UK, 17 Finkle Street, KENDAL, LA9 4AB
Website recorded by the regulator: www.ageuksouthcumbria.org.uk (displayed as text)
02 Activities
What the charity does
Age UK South Cumbria works with local older people to help them retain their independence and exercise real choice in their lives.We deliver services that help to meet the needs of older people and fit with the other services in communitiesWe inform and advise older people of their rights and optionsWe advocate for and on behalf of older people on issues which matter to them as individuals
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
- 8 August 2025
- Date Accounts Received
- 8 August 2025
- Total Gross Income
- £2,001,626
- Total Gross Expenditure
- £1,986,198
- 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
- 19 September 2024
- Date Accounts Received
- 19 September 2024
- Total Gross Income
- £2,025,450
- Total Gross Expenditure
- £1,952,929
- 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
- 11 October 2023
- Date Accounts Received
- 11 October 2023
- Total Gross Income
- £1,876,128
- Total Gross Expenditure
- £2,005,205
- 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
- 26 October 2022
- Date Accounts Received
- 26 October 2022
- Total Gross Income
- £1,823,076
- Total Gross Expenditure
- £1,797,182
- 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
- 16 November 2021
- Date Accounts Received
- 16 November 2021
- Total Gross Income
- £1,889,560
- Total Gross Expenditure
- £1,641,214
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
- 8 August 2025
- Total Gross Income
- £2,001,626
- Total Gross Expenditure
- £1,986,198
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £1
- Income From Government Grants
- £33,717
- 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
- 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
- 19 September 2024
- Total Gross Income
- £2,025,450
- Total Gross Expenditure
- £1,952,929
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- 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
- 173
- 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
- 11 October 2023
- Total Gross Income
- £1,876,128
- Total Gross Expenditure
- £2,005,205
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- 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
- 179
- 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
- 26 October 2022
- Total Gross Income
- £1,823,076
- Total Gross Expenditure
- £1,797,182
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £2
- Income From Government Grants
- £122,237
- 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
- 215
- 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
- 16 November 2021
- Total Gross Income
- £1,889,560
- Total Gross Expenditure
- £1,641,214
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £2
- Income From Government Grants
- £671,646
- 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
- 306
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
- 8 August 2025
- Income Donations And Legacies
- 36068
- Income Other Trading Activities
- 1520884
- Income Charitable Activities
- 383954
- Income Investments
- 35106
- Income Other
- 25614
- Income Total Income And Endowments
- 2001626
- Income Legacies
- 1515
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,133,165
- Expenditure Charitable Expenditure
- £853,033
- Expenditure Other
- 0
- Expenditure Total
- 1986198
- Expenditure Investment Management
- 9108
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 32741
- Expenditure Support Costs
- 44126
- Expenditure Depreciation
- 100588
- Gain Loss Investment
- 5849
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -55720
- Gain Loss Other
- 0
- Reserves
- £298,772
- Assets Total Fixed
- 1013443
- Assets Own Use
- 388862
- Assets Long Term Investment
- 624581
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £485,803
- Assets Total Liabilities
- £99,038
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,400,208
- Creditors One Year Total Current
- 99038
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £379,825
- Funds Endowment
- 0
- Funds Unrestricted
- 1352813
- Funds Restricted
- 47395
- Funds Total
- 1400208
- Count Employees
- 50
- 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
- 19 September 2024
- Income Donations And Legacies
- 52677
- Income Other Trading Activities
- 1528180
- Income Charitable Activities
- 432896
- Income Investments
- 11697
- Income Other
- 0
- Income Total Income And Endowments
- 2025450
- Income Legacies
- 19900
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,067,306
- Expenditure Charitable Expenditure
- £885,623
- Expenditure Other
- 0
- Expenditure Total
- 1952929
- Expenditure Investment Management
- 5841
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 35882
- Expenditure Support Costs
- 372746
- Expenditure Depreciation
- 40483
- Gain Loss Investment
- 37965
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -92985
- Gain Loss Other
- 0
- Reserves
- £371,607
- Assets Total Fixed
- 1025943
- Assets Own Use
- 428118
- Assets Long Term Investment
- 597825
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £459,888
- Assets Total Liabilities
- £108,906
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,376,925
- Creditors One Year Total Current
- 108906
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £357,727
- Funds Endowment
- 0
- Funds Unrestricted
- 1300176
- Funds Restricted
- 76749
- Funds Total
- 1376925
- Count Employees
- 50
- Consolidated 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
- 11 October 2023
- Income Donations And Legacies
- 60649
- Income Other Trading Activities
- 1372095
- Income Charitable Activities
- 438055
- Income Investments
- 5329
- Income Other
- 0
- Income Total Income And Endowments
- 1876128
- Income Legacies
- 16102
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,077,529
- Expenditure Charitable Expenditure
- £927,676
- Expenditure Other
- 0
- Expenditure Total
- 2005205
- Expenditure Investment Management
- 3662
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 39185
- Expenditure Support Costs
- 340105
- Expenditure Depreciation
- 50618
- Gain Loss Investment
- -34342
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £152,049
- Assets Total Fixed
- 1102803
- Assets Own Use
- 548799
- Assets Long Term Investment
- 554004
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £477,128
- Assets Total Liabilities
- £313,492
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,266,439
- Creditors One Year Total Current
- 207431
- Creditors Falling Due After One Year
- 106061
- Assets Cash
- £381,610
- Funds Endowment
- 0
- Funds Unrestricted
- 1240754
- Funds Restricted
- 25685
- Funds Total
- 1266439
- Count Employees
- 49
- Consolidated 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
- 26 October 2022
- Income Donations And Legacies
- 40874
- Income Other Trading Activities
- 1297784
- Income Charitable Activities
- 344794
- Income Investments
- 5639
- Income Other
- 133985
- Income Total Income And Endowments
- 1823076
- Income Legacies
- 30491
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,095,867
- Expenditure Charitable Expenditure
- £701,315
- Expenditure Other
- 0
- Expenditure Total
- 1797182
- Expenditure Investment Management
- 7380
- Expenditure Grants Institution
- 31829
- Expenditure Governance
- 31829
- Expenditure Support Costs
- 322715
- Expenditure Depreciation
- 70406
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- -1276
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £231,528
- Assets Total Fixed
- 1126177
- Assets Own Use
- 539498
- Assets Long Term Investment
- 586679
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £621,567
- Assets Total Liabilities
- £317,886
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,429,858
- Creditors One Year Total Current
- 166371
- Creditors Falling Due After One Year
- 151515
- Assets Cash
- £465,027
- Funds Endowment
- 0
- Funds Unrestricted
- 1407446
- Funds Restricted
- 22412
- Funds Total
- 1429858
- Count Employees
- 45
- Consolidated 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
- 16 November 2021
- Income Donations And Legacies
- 53711
- Income Other Trading Activities
- 591495
- Income Charitable Activities
- 559219
- Income Investments
- 9349
- Income Other
- 675786
- Income Total Income And Endowments
- 1889560
- Income Legacies
- 11430
- Income Endowments
- 0
- Expenditure Raising Funds
- £963,182
- Expenditure Charitable Expenditure
- £678,032
- Expenditure Other
- 0
- Expenditure Total
- 1641214
- Expenditure Investment Management
- 2800
- Expenditure Grants Institution
- 52086
- Expenditure Governance
- 28265
- Expenditure Support Costs
- 287224
- Expenditure Depreciation
- 52940
- Gain Loss Investment
- 85979
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £206,916
- Assets Total Fixed
- 1157851
- Assets Own Use
- 568154
- Assets Long Term Investment
- 589697
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £741,386
- Assets Total Liabilities
- £493,997
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,405,240
- Creditors One Year Total Current
- 293868
- Creditors Falling Due After One Year
- 200129
- Assets Cash
- £559,797
- Funds Endowment
- 0
- Funds Unrestricted
- 1362468
- Funds Restricted
- 42772
- Funds Total
- 1405240
- Count Employees
- 44
- 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
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
08 Official extract
Charity Event History
- Charity Name
- Age UK South Cumbria LTD
- Charity Event Order
- 6
- Event Type
- Asset transfer in
- Date Of Event
- 2025-12-05T00:00:00
- Assoc Organisation Number
- 5032519
- Assoc Registered Charity Number
- 1149975
- Assoc Charity Name
- AGE UK BARROW AND DISTRICT LIMITED
- Charity Name
- Age UK South Cumbria LTD
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2011-04-13T00:00:00
- Charity Name
- Age UK South Cumbria LTD
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2013-01-23T00:00:00
- Assoc Organisation Number
- 508390
- Assoc Registered Charity Number
- 508390
- Assoc Charity Name
- AGE UK SOUTH LAKELAND
- Charity Name
- Age UK South Cumbria LTD
- Charity Event Order
- 5
- Event Type
- Asset transfer in
- Date Of Event
- 2023-07-14T00:00:00
- Reason
- Funds transferred (gi)
- Assoc Organisation Number
- 1038565
- Assoc Registered Charity Number
- 1038565
- Assoc Charity Name
- ROTARY CLUB OF AMBLESIDE TRUST FUND
- Charity Name
- Age UK South Cumbria LTD
- Charity Event Order
- 4
- Event Type
- Asset transfer in
- Date Of Event
- 2021-09-24T00:00:00
- Reason
- Ceased to exist
- Assoc Organisation Number
- 3951877
- Assoc Registered Charity Number
- 1072862
- Assoc Charity Name
- KENDAL AND SOUTH LAKES CENTRE FOR INDEPENDENT LIVING ONE VOICE
- Charity Name
- Age UK South Cumbria LTD
- 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
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 23/02/2011AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 03 OCT 2017 as amended on 20 Oct 2021 as amended on 10 Jan 2025 as amended on 29 Jan 2025
- 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 OLDER PEOPLE AND/OR THE PUBLIC IN AND AROUND CUMBRIA MORECAMBE BAY FOOTPRINT (THE 'AREA OF BENEFIT')1. PREVENTING AND RELIEVING THE POVERTY OF OLDER PEOPLE;2.ADVANCING EDUCATION3. PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL)4. PROMOTING EQUALITY AND DIVERSITY5. PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS, AND ESPECIALLY IN RELATION TO AGE DISCRIMINATION;6. ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSIN AND OTHERE DISADVANTAGE;7. THE ADVANCEMENT OF CITIZENSHIP OR COMMUNITY DEVELOPMENT; AND8. SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE, AND THE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL-BEING OF OLDER PEOPLE.
- Area Of Benefit
- CUMBRIA MORECAMBE BAY FOOTPRINT
10 Official extract
Charity Other Names
- Charity Name Id
- 460838
- Charity Name Type
- Previous name
- Charity Name
- AGE UK SOUTH LAKELAND
11 Official extract
Charity Other Regulators
- Regulator Order
- 2
- Regulator Name
- Financial Conduct Authority
- Regulator Order
- 1
- Regulator Name
- Care Quality Commission
12 Official extract
Charity Policy
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Risk management
- Policy Name
- Volunteer management
- Policy Name
- Complaints handling
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Investment
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Social media policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures