AGE UK LEICESTER SHIRE AND RUTLAND LIMITED — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 28 March 2012
Removed: Not supplied
Company number supplied: 07844309
Financial period: 1 April 2024 – 31 March 2025
Latest income: £8,106,837
Latest expenditure: £8,050,331
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: AGE UK LEICESTERSHIRE &, RUTLAND, LANSDOWNE HOUSE, 113 PRINCESS ROAD EAST, LEICESTER, LE1 7LA

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

02 Activities

What the charity does

DAYCARE,HOME CARE, DROP IN CENTRES, VISITING SCHEMES, COMMUNITY MENTAL HEALTH SCHEME, CAMPAIGNING, AWARENESS, SERVICES INTO RESIDENTIAL HOMES, INFORMATION AND ADVICE, ADVOCACY SPECIALIST INSURANCE AND FINANCIAL PRODUCTS, SUPPORT AND SERVICES TO LOCAL GROUPS, HANDYMAN SCHEME, TRANSPORT, TRAINING SERVICES AND FUNDRAISING.

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: 30 January 2026
Date Accounts Received: 30 January 2026
Total Gross Income: £8,106,837
Total Gross Expenditure: £8,050,331

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: £7,826,943
Total Gross Expenditure: £7,693,443

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: £7,018,094
Total Gross Expenditure: £7,344,806

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: 27 January 2023
Date Accounts Received: 27 January 2023
Total Gross Income: £7,285,612
Total Gross Expenditure: £6,557,025

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: 7 January 2022
Date Accounts Received: 7 January 2022
Total Gross Income: £6,733,154
Total Gross Expenditure: £6,085,762

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: 30 January 2026
Total Gross Income: £8,106,837
Total Gross Expenditure: £8,050,331
Grant Making Is Main Activity: No
Count Govt Contracts: 7
Count Govt Grants: £15
Income From Government Contracts: 2041189
Income From Government Grants: £244,667
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 70001 80000: 1
Count Salary Band 110001 120000: 1
Count Volunteers: 719

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: £7,826,943
Total Gross Expenditure: £7,693,443
Grant Making Is Main Activity: No
Count Govt Contracts: 8
Count Govt Grants: £10
Income From Government Contracts: 2138736
Income From Government Grants: £101,781
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 Salary Band 110001 120000: 1
Count Volunteers: 720

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: £7,018,094
Total Gross Expenditure: £7,344,806
Grant Making Is Main Activity: No
Count Govt Contracts: 9
Count Govt Grants: £15
Income From Government Contracts: 2111076
Income From Government Grants: £220,764
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 Salary Band 100001 110000: 1
Count Volunteers: 690

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: 27 January 2023
Total Gross Income: £7,285,612
Total Gross Expenditure: £6,557,025
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 9
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £231
Income From Government Contracts: 1412926
Income From Government Grants: £342,070
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 Salary Band 90001 100000: 1
Count Volunteers: 739

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: 7 January 2022
Total Gross Income: £6,733,154
Total Gross Expenditure: £6,085,762
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 9
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £2,266
Income From Government Contracts: 1113313
Income From Government Grants: £2,235,115
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: 2
Count Salary Band 100001 110000: 1
Count Volunteers: 980

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: 30 January 2026
Income Donations And Legacies: 1507457
Income Other Trading Activities: 3002912
Income Charitable Activities: 3385222
Income Investments: 211246
Income Other: 0
Income Total Income And Endowments: 8106837
Income Legacies: 627937
Income Endowments: 0
Expenditure Raising Funds: £3,475,370
Expenditure Charitable Expenditure: £4,574,961
Expenditure Other: 0
Expenditure Total: 8050331
Expenditure Investment Management: 7093
Expenditure Grants Institution: 0
Expenditure Governance: 87445
Expenditure Support Costs: 1511307
Expenditure Depreciation: 162554
Gain Loss Investment: 25809
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,974,903
Assets Total Fixed: 7842229
Assets Own Use: 5528622
Assets Long Term Investment: 2313607
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,775,686
Assets Total Liabilities: £819,504
Assets Current Investment: 0
Assets Total Assets And Liabilities: £9,798,411
Creditors One Year Total Current: 819504
Creditors Falling Due After One Year: 0
Assets Cash: £941,341
Funds Endowment: 0
Funds Unrestricted: 7945058
Funds Restricted: 1853353
Funds Total: 9798411
Count Employees: 237
Consolidated 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: 1312237
Income Other Trading Activities: 3022565
Income Charitable Activities: 3357041
Income Investments: 135100
Income Other: 0
Income Total Income And Endowments: 7826943
Income Legacies: 379959
Income Endowments: 0
Expenditure Raising Funds: £3,003,243
Expenditure Charitable Expenditure: £4,690,200
Expenditure Other: 0
Expenditure Total: 7693443
Expenditure Investment Management: 6295
Expenditure Grants Institution: 0
Expenditure Governance: 38027
Expenditure Support Costs: 1467637
Expenditure Depreciation: 196558
Gain Loss Investment: 205887
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £2,522,945
Assets Total Fixed: 7887426
Assets Own Use: 5592535
Assets Long Term Investment: 2294891
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,962,839
Assets Total Liabilities: £1,134,169
Assets Current Investment: 0
Assets Total Assets And Liabilities: £9,716,096
Creditors One Year Total Current: 737502
Creditors Falling Due After One Year: 396667
Assets Cash: £890,557
Funds Endowment: 0
Funds Unrestricted: 7995640
Funds Restricted: 1720456
Funds Total: 9716096
Count Employees: 344
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: 30 January 2024
Income Donations And Legacies: 898562
Income Other Trading Activities: 2805454
Income Charitable Activities: 3219506
Income Investments: 94572
Income Other: 0
Income Total Income And Endowments: 7018094
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £2,732,666
Expenditure Charitable Expenditure: £4,612,140
Expenditure Other: 0
Expenditure Total: 7344806
Expenditure Investment Management: 6165
Expenditure Grants Institution: 0
Expenditure Governance: 38975
Expenditure Support Costs: 1442444
Expenditure Depreciation: 243898
Gain Loss Investment: -23254
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £3,209,572
Assets Total Fixed: 8555756
Assets Own Use: 6460457
Assets Long Term Investment: 2095299
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,239,924
Assets Total Liabilities: £1,418,971
Assets Current Investment: 0
Assets Total Assets And Liabilities: £9,376,709
Creditors One Year Total Current: 976261
Creditors Falling Due After One Year: 442710
Assets Cash: £1,143,400
Funds Endowment: 0
Funds Unrestricted: 7654416
Funds Restricted: 1722293
Funds Total: 9376709
Count Employees: 305
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: 27 January 2023
Income Donations And Legacies: 1979362
Income Other Trading Activities: 2357514
Income Charitable Activities: 2862929
Income Investments: 85807
Income Other: 0
Income Total Income And Endowments: 7285612
Income Legacies: 108462
Income Endowments: 0
Expenditure Raising Funds: £2,418,006
Expenditure Charitable Expenditure: £4,139,019
Expenditure Other: 0
Expenditure Total: 6557025
Expenditure Investment Management: 4876
Expenditure Grants Institution: 0
Expenditure Governance: 32050
Expenditure Support Costs: 1367406
Expenditure Depreciation: 148958
Gain Loss Investment: 57280
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £3,316,479
Assets Total Fixed: 8724432
Assets Own Use: 6599714
Assets Long Term Investment: 2124718
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,116,022
Assets Total Liabilities: £1,113,780
Assets Current Investment: 0
Assets Total Assets And Liabilities: £9,726,674
Creditors One Year Total Current: 620006
Creditors Falling Due After One Year: 493774
Assets Cash: £1,232,436
Funds Endowment: 0
Funds Unrestricted: 8014530
Funds Restricted: 1712144
Funds Total: 9726674
Count Employees: 299
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: 7 January 2022
Income Donations And Legacies: 897983
Income Other Trading Activities: 571317
Income Charitable Activities: 5170864
Income Investments: 92990
Income Other: 0
Income Total Income And Endowments: 6733154
Income Legacies: 250704
Income Endowments: 0
Expenditure Raising Funds: £2,167,212
Expenditure Charitable Expenditure: £3,918,550
Expenditure Other: 0
Expenditure Total: 6085762
Expenditure Investment Management: 5700
Expenditure Grants Institution: 0
Expenditure Governance: 30380
Expenditure Support Costs: 1419662
Expenditure Depreciation: 186421
Gain Loss Investment: 234316
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £2,102,630
Assets Total Fixed: 7954157
Assets Own Use: 5881843
Assets Long Term Investment: 2072314
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,160,961
Assets Total Liabilities: £1,174,311
Assets Current Investment: 0
Assets Total Assets And Liabilities: £8,940,807
Creditors One Year Total Current: 638456
Creditors Falling Due After One Year: 535855
Assets Cash: £1,265,316
Funds Endowment: 0
Funds Unrestricted: 7205514
Funds Restricted: 1735293
Funds Total: 8940807
Count Employees: 302
Consolidated Accounts: Yes

06 Official extract

Charity Area Of Operation

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

Geographic Area Type: Local Authority
Geographic Area Description: Leicester City
Welsh Ind: No

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

07 Official extract

Charity Classification

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 116
Classification Type: What
Classification Description: Recreation

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

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

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

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: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

Classification Code: 115
Classification Type: What
Classification Description: Human Rights/religious Or Racial Harmony/equality Or Diversity

08 Official extract

Charity Event History

Charity Name: AGE UK LEICESTER SHIRE AND RUTLAND LIMITED
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2012-03-28T00:00:00

Charity Name: AGE UK LEICESTER SHIRE AND RUTLAND LIMITED
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2017-11-26T00:00:00
Reason: Amalgamated
Assoc Organisation Number: 512991
Assoc Registered Charity Number: 512991
Assoc Charity Name: AGE UK LEICESTER

Charity Name: AGE UK LEICESTER SHIRE AND RUTLAND LIMITED
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2013-10-14T00:00:00
Assoc Organisation Number: 250837
Assoc Registered Charity Number: 250837
Assoc Charity Name: AGE UK LEICESTER SHIRE AND RUTLAND

Charity Name: AGE UK LEICESTER SHIRE AND RUTLAND LIMITED
Charity Event Order: 4
Event Type: Asset transfer in
Date Of Event: 2021-08-16T00:00:00
Reason: Removed by application
Assoc Organisation Number: 5131730
Assoc Registered Charity Number: 1182161
Assoc Charity Name: AGE UK OADBY AND WIGSTON

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 11 NOV 2011
Charitable Objects: TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND LEICESTER, LEICESTERSHIRE, RUTLAND AND ADJOINING COUNTIES. (HERINAFTER CALLED "THE AREA OF BENEFIT")TO RAISE AWARENESS OF OLDER PEOPLE AS TO THE AVAILABILITY OF SERVICES IN THE AREA OF BENEFIT WHICH WOULD RELIEVE THEIR CHARITABLE NEEDSTO PROMOTE OTHER CHARITABLE, BENEVOLENT AND PHILANTHROPIC PURPOSES IN AND AROUND THE AREA OF BENEFIT

10 Official extract

Charity Other Names

Charity Name Id: 518771
Charity Name Type: Working name
Charity Name: AULS&R

11 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Care Quality Commission

12 Official extract

Charity Policy

Policy Name: Risk management

Policy Name: Complaints handling

Policy Name: Volunteer management

Policy Name: Safeguarding policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Complaints policy and procedures

Policy Name: Investment

Policy Name: Trustee expenses policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Paying staff

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Conflicting interests