CCEW Charity Commission profile

AGE UK BROMSGROVE REDDITCH AND WYRE FOREST

Registered charity 1165891 · organisation 5072582

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
CIO
Registered
7 March 2016
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£1,271,846
Latest expenditure
£1,344,886
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
Yes

Public contact address: Age UK, 51 Windsor Street, BROMSGROVE, B60 2BJ

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

02 Activities

What the charity does

Provision of services for older people in the Council areas of Wyre Forest, Bromsgrove and Redditch.Services include Help at Home, Befriending, Social Activities, Information and Advice.

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 November 2025
Date Accounts Received
26 November 2025
Total Gross Income
£1,271,846
Total Gross Expenditure
£1,344,886
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
21 November 2024
Date Accounts Received
21 November 2024
Total Gross Income
£1,164,434
Total Gross Expenditure
£1,274,834
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
21 November 2023
Date Accounts Received
21 November 2023
Total Gross Income
£1,198,131
Total Gross Expenditure
£1,078,431
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 November 2022
Date Accounts Received
3 November 2022
Total Gross Income
£1,116,917
Total Gross Expenditure
£876,772
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
19 October 2021
Date Accounts Received
19 October 2021
Total Gross Income
£939,361
Total Gross Expenditure
£747,394

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 November 2025
Total Gross Income
£1,271,846
Total Gross Expenditure
£1,344,886
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£50,000
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
156
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
21 November 2024
Total Gross Income
£1,164,434
Total Gross Expenditure
£1,274,834
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
130
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
21 November 2023
Total Gross Income
£1,198,131
Total Gross Expenditure
£1,078,431
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
160
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 November 2022
Total Gross Income
£1,116,917
Total Gross Expenditure
£876,772
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
£1
Income From Government Grants
£51,717
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
110
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
19 October 2021
Total Gross Income
£939,361
Total Gross Expenditure
£747,394
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
£4
Income From Government Grants
£316,624
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
158

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 November 2025
Income Donations And Legacies
67829
Income Other Trading Activities
720866
Income Charitable Activities
463896
Income Investments
18241
Income Other
1014
Income Total Income And Endowments
1271846
Income Legacies
14067
Income Endowments
0
Expenditure Raising Funds
£881,185
Expenditure Charitable Expenditure
£463,701
Expenditure Other
0
Expenditure Total
1344886
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
9068
Expenditure Support Costs
215186
Expenditure Depreciation
15794
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£956,932
Assets Total Fixed
94780
Assets Own Use
94780
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,184,341
Assets Total Liabilities
£183,332
Assets Current Investment
304458
Assets Total Assets And Liabilities
£1,095,789
Creditors One Year Total Current
55227
Creditors Falling Due After One Year
128105
Assets Cash
£822,032
Funds Endowment
0
Funds Unrestricted
956932
Funds Restricted
138857
Funds Total
1095789
Count Employees
87
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
21 November 2024
Income Donations And Legacies
44661
Income Other Trading Activities
765624
Income Charitable Activities
326103
Income Investments
13315
Income Other
14731
Income Total Income And Endowments
1164434
Income Legacies
290
Income Endowments
0
Expenditure Raising Funds
£785,601
Expenditure Charitable Expenditure
£489,233
Expenditure Other
0
Expenditure Total
1274834
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
8913
Expenditure Support Costs
232112
Expenditure Depreciation
121255
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,090,223
Assets Total Fixed
83373
Assets Own Use
83373
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,261,604
Assets Total Liabilities
£176,148
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,168,829
Creditors One Year Total Current
176148
Creditors Falling Due After One Year
0
Assets Cash
£1,199,998
Funds Endowment
0
Funds Unrestricted
1090223
Funds Restricted
78606
Funds Total
1168829
Count Employees
84
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
21 November 2023
Income Donations And Legacies
36217
Income Other Trading Activities
782900
Income Charitable Activities
377175
Income Investments
1839
Income Other
0
Income Total Income And Endowments
1198131
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£689,754
Expenditure Charitable Expenditure
£388,677
Expenditure Other
0
Expenditure Total
1078431
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
8913
Expenditure Support Costs
99906
Expenditure Depreciation
8763
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£250,000
Assets Total Fixed
140147
Assets Own Use
140147
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,237,878
Assets Total Liabilities
£98,796
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,279,229
Creditors One Year Total Current
98796
Creditors Falling Due After One Year
0
Assets Cash
£1,133,585
Funds Endowment
0
Funds Unrestricted
1141631
Funds Restricted
137598
Funds Total
1279229
Count Employees
80
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
3 November 2022
Income Donations And Legacies
110737
Income Other Trading Activities
661159
Income Charitable Activities
343430
Income Investments
90
Income Other
1501
Income Total Income And Endowments
1116917
Income Legacies
70048
Income Endowments
0
Expenditure Raising Funds
£569,871
Expenditure Charitable Expenditure
£306,901
Expenditure Other
0
Expenditure Total
876772
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
7699
Expenditure Support Costs
136878
Expenditure Depreciation
5833
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,076,513
Assets Total Fixed
148610
Assets Own Use
148610
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,067,375
Assets Total Liabilities
£56,456
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,159,529
Creditors One Year Total Current
56456
Creditors Falling Due After One Year
0
Assets Cash
£1,017,715
Funds Endowment
0
Funds Unrestricted
1076513
Funds Restricted
83016
Funds Total
1159529
Count Employees
77
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
19 October 2021
Income Donations And Legacies
450932
Income Other Trading Activities
212767
Income Charitable Activities
211969
Income Investments
173
Income Other
63520
Income Total Income And Endowments
939361
Income Legacies
59857
Income Endowments
0
Expenditure Raising Funds
£445,827
Expenditure Charitable Expenditure
£301,567
Expenditure Other
0
Expenditure Total
747394
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
4859
Expenditure Support Costs
174524
Expenditure Depreciation
5833
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£835,520
Assets Total Fixed
136297
Assets Own Use
136297
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£801,314
Assets Total Liabilities
£18,227
Assets Current Investment
0
Assets Total Assets And Liabilities
£919,384
Creditors One Year Total Current
18227
Creditors Falling Due After One Year
0
Assets Cash
£765,944
Funds Endowment
0
Funds Unrestricted
835520
Funds Restricted
83864
Funds Total
919384
Count Employees
75
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Worcestershire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Shropshire
Welsh Ind
No

07 Official extract

Charity Classification

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
104
Classification Type
What
Classification Description
Disability
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

08 Official extract

Charity Event History

Charity Name
AGE UK BROMSGROVE REDDITCH AND WYRE FOREST
Charity Event Order
1
Event Type
CIO registration
Date Of Event
2016-03-07T00:00:00
Charity Name
AGE UK BROMSGROVE REDDITCH AND WYRE FOREST
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2018-04-08T00:00:00
Reason
Amalgamated
Assoc Organisation Number
4029876
Assoc Registered Charity Number
1118519
Assoc Charity Name
AGE UK BROMSGROVE AND DISTRICT
Charity Name
AGE UK BROMSGROVE REDDITCH AND WYRE FOREST
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2018-06-25T00:00:00
Reason
Amalgamated
Assoc Organisation Number
4016462
Assoc Registered Charity Number
1109905
Assoc Charity Name
AGE CONCERN REDDITCH AND DISTRICT

09 Official extract

Charity Governing Document

Governing Document Description
CIO - Foundation Registered 07 Mar 2016
Charitable Objects
THE OBJECTS FOR WHICCH THE CIO (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 IN AND AROUND THE AREA OF BENEFIT:1) PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE2) ADVANCING EDUCATION FOR OLDER PEOPLE3) PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL)4) PROMOTING EQUALITY AND DIVERSITY IN RELATION TO OLDER PEOPLE5) ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE AND6) TO PROMOTE SUCH OTHER CHARITABLE PURPOSES (WHICH MAY BE FOR THE BENEFIT OF PERSONS OTHER THAN OLDER PEOPLE) AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE WHERE SUCH PURPOSES ARE DIRECTLY OR INDIRECTLY ALIGNED TO OR FURTHER ANY ONE OR MORE OF THE ABOVE

10 Official extract

Charity Other Names

Charity Name Id
698192
Charity Name Type
Working name
Charity Name
Age UK North Worcestershire

11 Official extract

Charity Policy

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