AGE CONCERN WIRRAL

Charity Number: 1034510
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We provides support, services & activities to promote well-being and resilience of people in the local community, with a specific focus on people in later life. Our work includes information and advice, dementia care, residential care, hospital discharge support, tackling isolation and loneliness, empowering people to take control of their own lives, carer support, health and activities.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£3,719,132

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Donations and legacies £78.26k
Charitable activities £2.71m
Other trading activities £819.91k
Investments £15.08k
Other £100.87k

Total expenditure:
£4,040,201

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Raising funds £771.31k
Charitable activities £3.27m
Other £0

£0 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £771.31k
Charitable expenditure £3.27m

People

142 Employee(s)

9 Trustee(s)

400 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£80k to £90k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Elderly/old People
  • Other Defined Groups
How the charity helps:
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
  • Other Charitable Activities
Where the charity operates:
  • Wirral

Governance

Registration history:
  • 04 March 1994: Standard registration
  • 08 January 2020: Funds received from 1070850 AGE UK SUPPORT SERVICES NORTH WEST
  • 03 September 2021: Funds received from 1141281 HELPLINK COMMUNITY SUPPORT
  • 22 April 2024: Funds received from 1102457 WIRRAL LIONS CLUB CHARITABLE TRUST FUND
Organisation type:
Charitable company
Other names:
  • AGE UK WIRRAL (Working name)
Company number:
02894067 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Paul Smith Chair 28 January 2014
None on record
Fraser Inglis Trustee 05 December 2024
None on record
Linda Elizabeth Manson Trustee 02 August 2022
None on record
Myles Jonathan Edwards Trustee 13 October 2020
Magenta Living
Received: On time
Dr Karalie Jane Burke Trustee 13 October 2020
None on record
Peter Michael Barton Trustee 01 January 2020
None on record
Patricia Crocker Trustee 20 February 2018
THE LAURIES LTD
Received: On time
RUTH ROGERS Trustee 28 January 2016
TURNING THE RED LIGHTS GREEN
Received: On time
Keith Andrew Bailey Trustee
WIRRAL HOSPICE ST JOHN'S
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £3.42m £3.89m £3.66m £4.21m £3.72m
Total expenditure £3.44m £4.96m £3.65m £3.85m £4.04m
Income from government contracts N/A N/A £269.02k N/A N/A
Income from government grants N/A £344.37k £219.88k £535.15k N/A
Income - Donations and legacies £143.66k £150.83k £159.68k £431.41k £78.26k
Income - Other trading activities £972.47k £245.62k £783.99k £772.23k £819.91k
Income - Charitable activities £2.25m £3.44m £2.48m £2.87m £2.71m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £13.85k £11.47k £11.88k £14.71k £15.08k
Income - Other £46.01k £46.47k £231.47k £114.72k £100.87k
Income - Legacies £105.49k £624 £45.22k £304.79k £29.10k
Expenditure - Charitable activities £2.69m £4.35m £3.10m £3.19m £3.27m
Expenditure - Raising funds £751.43k £613.51k £549.74k £652.67k £771.31k
Expenditure - Governance £31.10k £64.78k £30.67k £28.19k £49.09k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £2.39m £1.74m £1.60m £1.60m £1.58m
Long-term investments £4 £2 £110.00k £110.00k £2
Other assets £852.34k £1.42m £1.60m £1.88m £1.41m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £351.88k £842.27k £982.15k £906.80k £700.24k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 27 January 2025 On Time
Accounts and TAR 31 March 2024 27 January 2025 On Time Download Open in new window
Annual return 31 March 2023 22 December 2023 On Time
Accounts and TAR 31 March 2023 22 December 2023 On Time Download Open in new window
Annual return 31 March 2022 11 January 2023 On Time
Accounts and TAR 31 March 2022 11 January 2023 On Time Download Open in new window
Annual return 31 March 2021 30 January 2022 On Time
Accounts and TAR 31 March 2021 30 January 2022 On Time Download Open in new window
Annual return 31 March 2020 07 December 2020 On Time
Accounts and TAR 31 March 2020 07 December 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 02/02/1994 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 26/09/2000 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 23/10/2012 AS REGISTERED AT COMPANIES HOUSE ON 28/03/2013

Charitable objects

THE OBJECTS FOR WHICH THE CHARITY (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 OLDER PEOPLE, PARTICULARLY BUT NOT EXCLUSIVELY IN AND AROUND THE METROPOLITAN BOROUGH OF WIRRAL ("THE AREA OF BENEFIT"): 4.1 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; AND 4.7 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 OLD PEOPLE.

Area of benefit

The area the charity can operate in, as set out in its governing document.

METROPOLITAN BOROUGH OF WIRRAL

Contact information

Address:
THE DEVONSHIRE RESOURCE CENTRE
141 PARK ROAD NORTH
BIRKENHEAD
WIRRAL
MERSEYSIDE
CH41 0DD
Phone:
01514823456
Email:
enquiries@ageukwirral.org.uk
Website:

http://www.ageukwirral.org.uk Open in new window