AGE UK STAFFORDSHIRE

Charity number: 1070553
Charity is in administration

Charity overview

Activities - how the charity spends its money

Delivering services tailored to the needs and preferences of older people. Representing the interests of older people and tackling ageism and discrimination through public education and campaigning.Identifying emerging needs and best practice through research. Working with others in partnership and in a spirit of co-operation to achieve the best deal for older people.

Income and expenditure

Data for financial year ending 31 March 2023

Total income:
£1,738,510

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Donations and legacies £116.18k
Charitable activities £1.44m
Other trading activities £182.00k
Investments £102
Other £2.34k

Total expenditure:
£1,868,573

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Raising funds £130.47k
Charitable activities £1.74m
Other £0

£60 investments gains (losses)

Total income includes £678,846 from 3 government contract(s) and £30,000 from 1 government grant(s)

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 £130.47k
Charitable expenditure £1.74m

People

132 Employee(s)

7 Trustee(s)

46 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading 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 Prevention Or Relief Of Poverty
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Staffordshire

Governance

Registration history:
  • 15 July 1998: Standard registration
  • 17 October 2020: Funds received from 1141767 AGE UK BURTON-ON-TRENT
  • 17 October 2020: Funds received from 1087774 AGE UK NORTH STAFFORDSHIRE
Organisation type:
Charitable company
Other names:
  • AGE CONCERN SOUTH STAFFORDSHIRE (Previous name)
  • AGE UK SOUTH STAFFORDSHIRE (Previous name)
Company number:
03582208 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
David Newport Trustee 03 October 2022
None on record
Greg Richards Trustee 16 August 2021
None on record
Sandra Daniels Trustee 16 August 2021
None on record
Neil Davies Trustee 16 August 2021
None on record
Ben Odams Trustee 16 August 2021
None on record
PROF NACHIAPPAN CHOCKALINGAM Trustee 01 October 2018
None on record
Susan Kathryn Fisher Trustee 14 May 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2019 31/03/2020 31/03/2021 31/03/2022 31/03/2023
Total gross income £2.68m £2.31m £2.01m £1.77m £1.74m
Total expenditure £2.89m £2.45m £1.89m £1.98m £1.87m
Income from government contracts £685.54k £765.28k £416.00k £682.73k £678.85k
Income from government grants £44.17k £112.51k N/A £25.13k £30.00k
Income - Donations and legacies £251.48k £83.47k £267.27k £123.95k £116.18k
Income - Other trading activities £66.22k £97.29k £67.13k £178.99k £182.00k
Income - Charitable activities £2.36m £2.13m £1.42m £1.44m £1.44m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £385 £572 £112 £19 £102
Income - Other £0 £0 £250.78k £25.13k £2.34k
Income - Legacies £0 £11.00k £7.61k £7.81k £2.41k
Expenditure - Charitable activities £2.85m £2.38m £1.82m £1.86m £1.74m
Expenditure - Raising funds £42.78k £68.92k £69.36k £116.08k £130.47k
Expenditure - Governance £0 £56.46k £57.13k £56.69k £53.90k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £30 £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 31/03/2019 31/03/2020 31/03/2021 31/03/2022 31/03/2023
Own use assets £663.83k £606.52k £583.36k £567.59k £553.87k
Long-term investments £841 £841 £352 £0 £0
Other assets £600.38k £392.06k £399.80k £218.37k £173.88k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £710.57k £584.35k £453.58k £463.54k £535.33k

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
Accounts and TAR 31 March 2024
Annual return 31 March 2023
Accounts and TAR 31 March 2023
Annual return 31 March 2022
Accounts and TAR 31 March 2022
Annual return 31 March 2021
Accounts and TAR 31 March 2021
Annual return 31 March 2020 29 January 2021 On Time
Accounts and TAR 31 March 2020 29 January 2021 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 OF ASSOCIATION INCORPORATED 16 JUNE 1998, AS AMENDED BY SPECIAL RESOLUTION DATED 2 OCTOBER 1998 AND CERTIFICATE OF INCORPORATION UPON CHANGE OF NAME DATED 15 JULY 2010 AS AMENDED ON 18 JUL 2018 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 18 JUL 2018 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 15 OCT 2018

Charitable objects

TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE WITHIN THE AREA OF BENEFIT: PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE; ADVANCING EDUCATION; PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL); PROMOTING EQUALITY AND DIVERSITY; ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL HEALTH, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE CHARITY TRUSTEES FROM TIME TO TIME DECIDE THE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL BEING OF OLDER PEOPLE

Area of benefit

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

SOUTH STAFFORDSHIRE

Contact information

Address:
J M W SOLICITORS
1 BYROM PLACE
MANCHESTER
M3 3HG
Phone:
02036757567
Email:
ALEJANDRO.WORTHINGTON@JMW.CO.UK
Website:

No information available