AGE UK OXFORDSHIRE

Charity number: 1091529
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Age UK Oxfordshire provides a range of services, activities and opportunities for older people in response to locally identified needs. These activities include Day Care, Flexible Care, Mental Health Care, Information & Advice, Support Brokerage, Footcare, Exercise and Preventative Care. Support and Training for carers is provided through Action for Carers (Oxfordshire).

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£6,433,192

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Donations and legacies £1.17m
Charitable activities £4.43m
Other trading activities £799.39k
Investments £42.36k
Other £0

Total expenditure:
£5,777,331

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Raising funds £20.42k
Charitable activities £5.03m
Other £729.44k

£66,897 investments gains (losses)

Total income includes £2,910,978 from 16 government contract(s) and £50,207 from 3 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 £749.86k
Charitable expenditure £5.03m
Retained for future use £655.86k

People

191 Employee(s)

8 Trustee(s)

346 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 has one or more 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
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Arts/culture/heritage/science
  • Amateur Sport
  • Economic/community Development/employment
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Oxfordshire

Governance

Registration history:
  • 05 April 2002: Standard registration
  • 14 October 2022: Funds received from 1109268 BOOKFEAST
Organisation type:
Charitable company
Other names:
  • AGE CONCERN OXFORDSHIRE, CITY & COUNTY (Previous name)
Company number:
04328143 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Andrew Lane Chair 20 January 2023
None on record
Tom Childs Trustee 10 June 2024
None on record
Andrew Judt Trustee 17 May 2024
None on record
Darren Evans Trustee 17 May 2024
None on record
Jane Marriott Trustee 17 May 2024
None on record
James Heywood Trustee 24 March 2023
None on record
STEPHEN ELLIOTT Trustee 06 February 2023
None on record
Jodie Buckingham Trustee 06 November 2020
None on record

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 £4.37m £4.49m £4.44m £4.95m £6.43m
Total expenditure £4.19m £4.16m £4.32m £5.00m £5.78m
Income from government contracts £2.16m £1.85m £1.92m £2.16m £2.91m
Income from government grants £363.72k £91.24k £275.25k £304.71k £50.21k
Income - Donations and legacies £219.03k £1.10m £645.19k £434.03k £1.17m
Income - Other trading activities £4.14m £489.89k £587.80k £609.16k £799.39k
Income - Charitable activities £2.21m £2.65m £2.85m £3.52m £4.43m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £10.25k £8.20k £14.27k £20.65k £42.36k
Income - Other £0 £197.95k £342.11k £363.63k £0
Income - Legacies £85.97k £111.50k £67.49k £53.40k £699.87k
Expenditure - Charitable activities £3.22m £3.41m £3.49m £3.95m £5.03m
Expenditure - Raising funds £51.05k £747.06k £268.30k £405.43k £20.42k
Expenditure - Governance £55.64k £34.74k £0 £16.65k £23.65k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £1.02k £935 £1.12k £1.29k £0
Expenditure - Other £923.08k £0 £563.71k £642.95k £729.44k

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 £59.00k £57.69k £43.11k £31.69k £50.60k
Long-term investments £112.82k £426.71k £685.98k £657.08k £704.46k
Other assets £924.67k £1.51m £1.47m £1.18m £2.07m
Defined benefit pension scheme asset or liability -£82.32k -£73.49k -£54.55k -£47.94k -£10.51k
Total liabilities £362.43k £654.08k £723.99k £484.41k £757.90k

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 24 January 2025 On time
Accounts and TAR 31 March 2024 24 January 2025 On time
Annual return 31 March 2023 10 January 2024 On time
Accounts and TAR 31 March 2023 10 January 2024 On time
Annual return 31 March 2022 09 January 2023 On time
Accounts and TAR 31 March 2022 09 January 2023 On time
Annual return 31 March 2021 19 January 2022 On time
Accounts and TAR 31 March 2021 19 January 2022 On time
Annual return 31 March 2020 18 January 2021 On time
Accounts and TAR 31 March 2020 26 February 2021 26 days late
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 23 NOVEMBER 2001 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 21 MAY 2010 as amended on 27 Mar 2020

Charitable objects

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND OXFORDSHIRE.

Area of benefit

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

ELDERLY PEOPLE IN AND AROUND OXFORDSHIRE.

Contact information

Address:
10 Napier Court
Barton Lane
ABINGDON
Oxfordshire
OX14 3YT
Phone:
03454501276
Email:
contactus@ageukoxfordshire.org.uk
Website:

www.ageuk.org.uk/oxfordshire Open in new window