AGE UK LANCASHIRE — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 7 June 2011
Removed: Not supplied
Company number supplied: 07200267
Financial period: 1 April 2024 – 31 March 2025
Latest income: £5,407,126
Latest expenditure: £5,309,896
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Wellbeing Centre, Moorgate, Ormskirk, L39 4RY

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

02 Activities

What the charity does

We aim to make a positive difference to the lives of all older people in Lancashire, to make later life a more fulfilling and enjoyable experience. We provide effective services to meet locally identified needs; develop and promote well-being initiatives to help people lead healthy, active lives; ensure older people are fully informed so that they have choice and control to live independantly.

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: £5,407,126
Total Gross Expenditure: £5,309,896

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: 7 January 2025
Date Accounts Received: 7 January 2025
Total Gross Income: £5,270,862
Total Gross Expenditure: £5,111,445

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: 30 January 2024
Date Accounts Received: 30 January 2024
Total Gross Income: £4,902,922
Total Gross Expenditure: £4,802,228

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: £4,184,132
Total Gross Expenditure: £4,046,011

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: 18 January 2022
Date Accounts Received: 18 January 2022
Total Gross Income: £4,099,961
Total Gross Expenditure: £3,760,168

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: £5,407,126
Total Gross Expenditure: £5,309,896
Grant Making Is Main Activity: No
Count Govt Contracts: 13
Count Govt Grants: £9
Income From Government Contracts: 2276573
Income From Government Grants: £295,660
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: Yes
Count Salary Band 60001 70000: 3
Count Salary Band 70001 80000: 1
Count Volunteers: 110

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: 7 January 2025
Total Gross Income: £5,270,862
Total Gross Expenditure: £5,111,445
Grant Making Is Main Activity: No
Count Govt Contracts: 14
Count Govt Grants: £10
Income From Government Contracts: 2318616
Income From Government Grants: £283,320
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: Yes
Count Salary Band 60001 70000: 2
Count Salary Band 70001 80000: 1
Count Volunteers: 111

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: 30 January 2024
Total Gross Income: £4,902,922
Total Gross Expenditure: £4,802,228
Grant Making Is Main Activity: No
Count Govt Contracts: 21
Count Govt Grants: £3
Income From Government Contracts: 2355975
Income From Government Grants: £30,795
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: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 112

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: 3 January 2023
Total Gross Income: £4,184,132
Total Gross Expenditure: £4,046,011
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: Yes
Charity Agreement Commerical Participator: Yes
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 14
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £2
Income From Government Contracts: 1591578
Income From Government Grants: £31,934
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: 103

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: 18 January 2022
Total Gross Income: £4,099,961
Total Gross Expenditure: £3,760,168
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: Yes
Charity Agreement Commerical Participator: Yes
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 14
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £19
Income From Government Contracts: 1796225
Income From Government Grants: £181,373
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: 121

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: 855427
Income Other Trading Activities: 725086
Income Charitable Activities: 3766943
Income Investments: 55108
Income Other: 4562
Income Total Income And Endowments: 5407126
Income Legacies: 193847
Income Endowments: 0
Expenditure Raising Funds: £883,370
Expenditure Charitable Expenditure: £4,415,651
Expenditure Other: 10875
Expenditure Total: 5309896
Expenditure Investment Management: 4109
Expenditure Grants Institution: 0
Expenditure Governance: 15566
Expenditure Support Costs: 210432
Expenditure Depreciation: 18981
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -10875
Gain Loss Other: 0
Reserves: £1,200,348
Assets Total Fixed: 577755
Assets Own Use: 316597
Assets Long Term Investment: 261158
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,533,068
Assets Total Liabilities: £507,602
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,603,221
Creditors One Year Total Current: 507602
Creditors Falling Due After One Year: 0
Assets Cash: £1,029,762
Funds Endowment: 302350
Funds Unrestricted: 1200348
Funds Restricted: 100523
Funds Total: 1603221
Count Employees: 241
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: 7 January 2025
Income Donations And Legacies: 826646
Income Other Trading Activities: 693192
Income Charitable Activities: 3702711
Income Investments: 37601
Income Other: 10712
Income Total Income And Endowments: 5270862
Income Legacies: 40182
Income Endowments: 0
Expenditure Raising Funds: £885,528
Expenditure Charitable Expenditure: £4,225,917
Expenditure Other: 0
Expenditure Total: 5111445
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 16499
Expenditure Support Costs: 220064
Expenditure Depreciation: 25318
Gain Loss Investment: 8494
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £3,562,098
Assets Total Fixed: 606188
Assets Own Use: 343603
Assets Long Term Investment: 262585
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,608,072
Assets Total Liabilities: £588,616
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,625,644
Creditors One Year Total Current: 588616
Creditors Falling Due After One Year: 0
Assets Cash: £984,292
Funds Endowment: 273522
Funds Unrestricted: 1226722
Funds Restricted: 125400
Funds Total: 1625644
Count Employees: 242
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: 30 January 2024
Income Donations And Legacies: 523748
Income Other Trading Activities: 747531
Income Charitable Activities: 3623180
Income Investments: 8463
Income Other: 0
Income Total Income And Endowments: 4902922
Income Legacies: 76514
Income Endowments: 0
Expenditure Raising Funds: £787,371
Expenditure Charitable Expenditure: £4,014,857
Expenditure Other: 0
Expenditure Total: 4802228
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 17118
Expenditure Support Costs: 338748
Expenditure Depreciation: 23419
Gain Loss Investment: 6614
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,538,039
Assets Total Fixed: 608545
Assets Own Use: 351602
Assets Long Term Investment: 256943
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,630,284
Assets Total Liabilities: £700,790
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,538,039
Creditors One Year Total Current: 700790
Creditors Falling Due After One Year: 0
Assets Cash: £985,912
Funds Endowment: 170000
Funds Unrestricted: 1136291
Funds Restricted: 231748
Funds Total: 1538039
Count Employees: 241
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: 3 January 2023
Income Donations And Legacies: 399362
Income Other Trading Activities: 847705
Income Charitable Activities: 2937065
Income Investments: 0
Income Other: 0
Income Total Income And Endowments: 4184132
Income Legacies: 129648
Income Endowments: 0
Expenditure Raising Funds: £705,647
Expenditure Charitable Expenditure: £3,340,364
Expenditure Other: 0
Expenditure Total: 4046011
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 15691
Expenditure Support Costs: 301508
Expenditure Depreciation: 15700
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,437,345
Assets Total Fixed: 374530
Assets Own Use: 374524
Assets Long Term Investment: 6
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,953,410
Assets Total Liabilities: £890,595
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,437,345
Creditors One Year Total Current: 890595
Creditors Falling Due After One Year: 0
Assets Cash: £1,277,991
Funds Endowment: 172000
Funds Unrestricted: 1025402
Funds Restricted: 239943
Funds Total: 1437345
Count Employees: 224
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: 18 January 2022
Income Donations And Legacies: 340591
Income Other Trading Activities: 605941
Income Charitable Activities: 3153429
Income Investments: 0
Income Other: 0
Income Total Income And Endowments: 4099961
Income Legacies: 2000
Income Endowments: 0
Expenditure Raising Funds: £574,245
Expenditure Charitable Expenditure: £3,185,923
Expenditure Other: 0
Expenditure Total: 3760168
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 14689
Expenditure Support Costs: 350134
Expenditure Depreciation: 16013
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 107406
Gain Loss Other: 0
Reserves: £1,299,225
Assets Total Fixed: 344929
Assets Own Use: 344923
Assets Long Term Investment: 6
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,439,595
Assets Total Liabilities: £485,299
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,299,225
Creditors One Year Total Current: 485299
Creditors Falling Due After One Year: 0
Assets Cash: £1,126,013
Funds Endowment: 281406
Funds Unrestricted: 982368
Funds Restricted: 35451
Funds Total: 1299225
Count Employees: 211
Consolidated Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Lancashire
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

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

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

08 Official extract

Charity Event History

Charity Name: AGE UK LANCASHIRE
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2011-06-07T00:00:00

Charity Name: AGE UK LANCASHIRE
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2013-05-07T00:00:00
Reason: Amalgamated
Assoc Organisation Number: 700277
Assoc Registered Charity Number: 700277
Assoc Charity Name: AGE UK HYNDBURN

Charity Name: AGE UK LANCASHIRE
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

Charity Name: AGE UK LANCASHIRE
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2012-07-24T00:00:00
Assoc Organisation Number: 504906
Assoc Registered Charity Number: 504906
Assoc Charity Name: AGE CONCERN LANCASHIRE

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 23/03/2010 as amended on 20 May 2019 as amended on 08 Oct 2019 as amended on 08 Oct 2019 as amended on 08 Oct 2019 as amended on 20 Jul 2022
Charitable Objects: 3. Objects 3.1 The objects of the Charity are to promote the following purposes for the benefit of the public and/or older people in and around Lancashire or such other area of benefit within which the Charity trustees decide to operate (the Area of Benefit): 3.1.1 preventing or relieving the poverty of older people; 3.1.2 preventing or relieving sickness, disease or suffering in older people (whether emotional, mental or physical); 3.1.3 promoting equality and diversity; 3.1.4 promoting the human rights of older people in accordance with the Universal Declaration of Human Rights; 3.1.5 assisting primarily older people in need by reason of ill-health, social exclusion or other disadvantage; and 3.1.6 such other charitable purposes for the benefit of primarily older people as the Charity Trustees from time to time decide; the outcome of this being the promotion of the well-being of primarily older people. 3.2 Nothing in these Articles shall authorise an application of the Charity's property for purposes which are not charitable in accordance with section 7 of the Charities and Trustee Investment (Scotland) Act 2005 and/or section 2 of the Charities Act (Northern Ireland) 2008 and all relevant charitable English legislation.

10 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Care Quality Commission

11 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Risk management

Policy Name: Complaints handling

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Paying staff

Policy Name: Safeguarding policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Volunteer management

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Conflicting interests