AGE UK DORCHESTER LTD — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 21 June 2011
Removed: Not supplied
Company number supplied: 07614504
Financial period: 1 April 2024 – 31 March 2025
Latest income: £487,638
Latest expenditure: £719,373
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Age UK, Units 1 and 2, 5 Crown Square, DORCHESTER, DT1 3EN

Website recorded by the regulator: http://www.ageuk.org.uk/northsouthwestdorset/ (displayed as text)

02 Activities

What the charity does

The core purpose of Age UK Dorchester is to support older people to live in their own homes for as long as they want and ensure that the voices of older people in North, South and West Dorset are collectively and individually heard and responded to. We offer a range of services including homesupport, handyperson, information and advice, befriending, social activities and dementia therapy.

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: 28 January 2026
Date Accounts Received: 28 January 2026
Total Gross Income: £487,638
Total Gross Expenditure: £719,373

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: 31 January 2025
Date Accounts Received: 31 January 2025
Total Gross Income: £654,643
Total Gross Expenditure: £804,233

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: £672,805
Total Gross Expenditure: £883,373

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: 11 June 2023
Date Accounts Received: 11 June 2023
Total Gross Income: £772,371
Total Gross Expenditure: £1,159,180

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: 6 December 2021
Date Accounts Received: 6 December 2021
Total Gross Income: £879,227
Total Gross Expenditure: £956,242

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: 28 January 2026
Total Gross Income: £487,638
Total Gross Expenditure: £719,373
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
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: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 160

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: 31 January 2025
Total Gross Income: £654,643
Total Gross Expenditure: £804,233
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
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: 160

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: £672,805
Total Gross Expenditure: £883,373
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: 150

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: 11 June 2023
Total Gross Income: £772,371
Total Gross Expenditure: £1,159,180
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: £5
Income From Government Grants: £68,667
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: 192

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: 6 December 2021
Total Gross Income: £879,227
Total Gross Expenditure: £956,242
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: £5
Income From Government Grants: £102,148
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: 280

05 Official extract

Charity Annual Return Partb

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: 31 January 2025
Income Donations And Legacies: 94683
Income Other Trading Activities: 17141
Income Charitable Activities: 542565
Income Investments: 254
Income Other: 0
Income Total Income And Endowments: 654643
Income Legacies: 69594
Income Endowments: 0
Expenditure Raising Funds: £191
Expenditure Charitable Expenditure: £804,042
Expenditure Other: 0
Expenditure Total: 804233
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 318
Expenditure Support Costs: 203289
Expenditure Depreciation: 15015
Gain Loss Investment: 17875
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £557,172
Assets Total Fixed: 562012
Assets Own Use: 397248
Assets Long Term Investment: 164764
Defined Benefit Pension Scheme: 0
Assets Other Assets: £160,425
Assets Total Liabilities: £50,354
Assets Current Investment: 0
Assets Total Assets And Liabilities: £672,083
Creditors One Year Total Current: 50354
Creditors Falling Due After One Year: 0
Assets Cash: £115,454
Funds Endowment: 0
Funds Unrestricted: 558558
Funds Restricted: 113525
Funds Total: 672083
Count Employees: 43
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: 17805
Income Other Trading Activities: 31468
Income Charitable Activities: 623299
Income Investments: 233
Income Other: 0
Income Total Income And Endowments: 672805
Income Legacies: 12419
Income Endowments: 0
Expenditure Raising Funds: £38,144
Expenditure Charitable Expenditure: £845,229
Expenditure Other: 0
Expenditure Total: 883373
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 141988
Expenditure Depreciation: 2921
Gain Loss Investment: -2742
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 3019
Gain Loss Other: 0
Reserves: £166,097
Assets Total Fixed: 635576
Assets Own Use: 390063
Assets Long Term Investment: 245513
Defined Benefit Pension Scheme: 0
Assets Other Assets: £217,582
Assets Total Liabilities: £50,736
Assets Current Investment: 0
Assets Total Assets And Liabilities: £802,422
Creditors One Year Total Current: 50736
Creditors Falling Due After One Year: 0
Assets Cash: £166,097
Funds Endowment: 0
Funds Unrestricted: 697406
Funds Restricted: 105016
Funds Total: 802422
Count Employees: 52
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: 11 June 2023
Income Donations And Legacies: 16768
Income Other Trading Activities: 157491
Income Charitable Activities: 580953
Income Investments: 86
Income Other: 17073
Income Total Income And Endowments: 772371
Income Legacies: 615
Income Endowments: 0
Expenditure Raising Funds: £296,850
Expenditure Charitable Expenditure: £862,330
Expenditure Other: 0
Expenditure Total: 1159180
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 1500
Expenditure Support Costs: 1500
Expenditure Depreciation: 4248
Gain Loss Investment: 38360
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £752,642
Assets Total Fixed: 765218
Assets Own Use: 396964
Assets Long Term Investment: 368254
Defined Benefit Pension Scheme: 0
Assets Other Assets: £397,513
Assets Total Liabilities: £150,018
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,012,713
Creditors One Year Total Current: 150018
Creditors Falling Due After One Year: 0
Assets Cash: £284,458
Funds Endowment: 0
Funds Unrestricted: 752642
Funds Restricted: 260071
Funds Total: 1012713
Count Employees: 87
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: 6 December 2021
Income Donations And Legacies: 113499
Income Other Trading Activities: 65528
Income Charitable Activities: 699465
Income Investments: 735
Income Other: 0
Income Total Income And Endowments: 879227
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £253,082
Expenditure Charitable Expenditure: £703,160
Expenditure Other: 0
Expenditure Total: 956242
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 222683
Expenditure Depreciation: 5124
Gain Loss Investment: 64532
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 380470
Gain Loss Other: 0
Reserves: £206,266
Assets Total Fixed: 1165855
Assets Own Use: 835961
Assets Long Term Investment: 329894
Defined Benefit Pension Scheme: 0
Assets Other Assets: £247,278
Assets Total Liabilities: £51,971
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,361,162
Creditors One Year Total Current: 51971
Creditors Falling Due After One Year: 0
Assets Cash: £183,139
Funds Endowment: 0
Funds Unrestricted: 35999
Funds Restricted: 1325163
Funds Total: 1361162
Count Employees: 82
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Dorset
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: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

08 Official extract

Charity Event History

Charity Name: AGE UK DORCHESTER LTD
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2021-02-10T00:00:00
Reason: Ceased to exist
Assoc Organisation Number: 3980067
Assoc Registered Charity Number: 1087336
Assoc Charity Name: AGE CONCERN GILLINGHAM AND SHAFTESBURY

Charity Name: AGE UK DORCHESTER LTD
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2011-06-21T00:00:00

Charity Name: AGE UK DORCHESTER LTD
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2015-08-06T00:00:00
Assoc Organisation Number: 204974
Assoc Registered Charity Number: 204974
Assoc Charity Name: AGE CONCERN DORCHESTER

Charity Name: AGE UK DORCHESTER LTD
Charity Event Order: 4
Event Type: Asset transfer in
Date Of Event: 2025-11-20T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 298313
Assoc Registered Charity Number: 298313
Assoc Charity Name: AGE CONCERN WAREHAM

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM MEMORANDUM AND ARTICLES INCORPORATED 26/04/2011
Charitable Objects: THE OBJECTS FOR WHICH THE CHARITY (THE ÔÇ£OBJECTSÔÇØ) 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 AND AROUND DORSET4.1. PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;4.2. ADVANCING EDUCATION;4.3. PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL);4.4. PROMOTING EQUALITY AND DIVERSITY;4.5. PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS;4.6. ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND4.7. SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE]THE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL-BEING OF OLDER PEOPLE

10 Official extract

Charity Other Names

Charity Name Id: 507176
Charity Name Type: Working name
Charity Name: AGE UK DORCHESTER

Charity Name Id: 628732
Charity Name Type: Working name
Charity Name: Age UK North South and West Dorset

11 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Financial Conduct Authority

12 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Safeguarding policy and procedures

Policy Name: Complaints handling

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Investment

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Risk management

Policy Name: Serious incident reporting policy and procedures

Policy Name: Volunteer management

Policy Name: Paying staff

Policy Name: Campaigns and political activity policy and procedures