AGE CONCERN APPLEBY AND DISTRICT — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received Late
Charity type: Other
Registered: 6 October 1986
Removed: Not supplied
Financial period: 1 January 2024 – 31 December 2024
Latest income: £93,219
Latest expenditure: £83,443
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 2 Burrells House, Burrells, APPLEBY-IN-WESTMORLAND, Cumbria, CA16 6EG

02 Activities

What the charity does

Age Concern Appleby & District have two shops in the town. both run entirely by volunteers. We have no paid staff what so ever and all money raised, after expenses, rates, rents etc is given to local charities and groups which help and care for older people in the Appleby District.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 1 November 2025
Date Accounts Received: 19 November 2025
Total Gross Income: £93,219
Total Gross Expenditure: £83,443

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 30 June 2024
Date Accounts Received: 30 June 2024
Total Gross Income: £91,909
Total Gross Expenditure: £74,530

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 25 July 2023
Date Accounts Received: 25 July 2023
Total Gross Income: £79,298
Total Gross Expenditure: £65,240

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 2 September 2022
Date Accounts Received: 2 September 2022
Total Gross Income: £93,213
Total Gross Expenditure: £80,289

Fin Period Start Date: 1 January 2020
Fin Period End Date: 31 December 2020
Ar Cycle Reference: AR20
Reporting Due Date: 31 October 2021
Date Annual Return Received: 24 October 2021
Date Accounts Received: 24 October 2021
Total Gross Income: £67,424
Total Gross Expenditure: £57,417

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 1 November 2025
Total Gross Income: £93,219
Total Gross Expenditure: £83,443
Grant Making Is Main Activity: Yes
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
Count Volunteers: 40

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 30 June 2024
Total Gross Income: £91,909
Total Gross Expenditure: £74,530
Grant Making Is Main Activity: Yes
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
Count Volunteers: 50

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 25 July 2023
Total Gross Income: £79,298
Total Gross Expenditure: £65,240
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 50

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 2 September 2022
Total Gross Income: £93,213
Total Gross Expenditure: £80,289
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £3
Income From Government Grants: £30,340
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 50

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR20
Fin Period Start Date: 1 January 2020
Fin Period End Date: 31 December 2020
Ar Due Date: 31 October 2021
Ar Received Date: 24 October 2021
Total Gross Income: £67,424
Total Gross Expenditure: £57,417
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £6
Income From Government Grants: £34,002
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 50

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

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

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

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

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

07 Official extract

Charity Event History

Charity Name: AGE CONCERN APPLEBY AND DISTRICT
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1986-10-06T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION ADOPTED 04/06/1969AS AMENDED ON 22/07/1974AS AMENDED ON 17/11/1987AS AMENDED ON 13/05/2011 as amended on 12 May 2023
Charitable Objects: THE OBJECT OF THE CHARITY SHALL BE 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 APPLEBY AND ITS SURROUNDING VILLAGES (HEREINAFTER CALLED "THE AREA OF BENEFIT") IN PARTICULAR BY THEPROVISION OF FINANCIAL SUPPORT TO GROUPS AND INDIVIDUALS WITHIN THE AREA OF BENEFIT TOGETHER WITH THOSE AGENCIES, GROUPS AND INDIVIDUALS THAT SUPPORT THOSE PEOPLE.
Area Of Benefit: APPLEBY AND ITS SURROUNDING VILLAGES

09 Official extract

Charity Policy

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Risk management

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints handling

Policy Name: Complaints policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee expenses policy and procedures