AGE UK CALDERDALE & KIRKLEES

Charity number: 1102020
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Age UK Calderdale and Kirklees exists to promote the well-being of all older people in Calderdale and Kirklees, recognising their right to independence, fulfilment, dignity and choice, working with them to help make later life a fulfilling and enjoyable experience.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£1,892,284

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Donations and legacies £692.44k
Charitable activities £1.08m
Other trading activities £117.22k
Investments £3.68k
Other £1.20k

Total expenditure:
£1,871,846

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Raising funds £4.47k
Charitable activities £1.87m
Other £0

£0 investments gains (losses)

Total income includes £217,661 from 3 government contract(s) and £182,364 from 4 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 £4.47k
Charitable expenditure £1.87m
Retained for future use £20.44k

People

88 Employee(s)

8 Trustee(s)

112 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
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Calderdale
  • Kirklees

Governance

Registration history:
  • 10 February 2004: Standard registration
Organisation type:
Charitable company
Other names:
  • AGE CONCERN CALDERDALE (Previous name)
  • AGE CONCERN CALDERDALE AND KIRKLEES (Previous name)
  • AGEUK CALDERDALE AND KIRKLEES (Previous name)
Company number:
05013745 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Financial Conduct Authority
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
LIS BOULTON Chair
CALDERDALE CARERS PROJECT
Received: On time
Rhodes Sakina Trustee 24 March 2025
None on record
Leanne Gibson Trustee 13 March 2023
None on record
Anthony Morris Trustee 13 March 2023
None on record
Munaf Patel Trustee 20 September 2021
None on record
Charles Young Trustee 20 September 2021
None on record
Patricia Andrewartha Trustee 20 February 2021
None on record
PETER M SPARK Trustee 16 March 2016
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 £1.93m £1.89m £1.58m £1.83m £1.89m
Total expenditure £1.96m £1.51m £1.51m £1.77m £1.87m
Income from government contracts £518.18k £484.34k £542.61k £338.78k £217.66k
Income from government grants £496.10k £175.29k £117.64k £441.86k £182.36k
Income - Donations and legacies £42.75k £1.15m £661.52k £860.28k £692.44k
Income - Other trading activities £141.34k £56.77k £91.79k £127.46k £117.22k
Income - Charitable activities £1.12m £685.25k £824.73k £841.68k £1.08m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £0 £0 £23 £523 £3.68k
Income - Other £0 £45 £0 £0 £1.20k
Income - Legacies £32.05k £2.30k £7.74k £3 £407
Expenditure - Charitable activities £1.90m £1.51m £1.51m £1.77m £1.87m
Expenditure - Raising funds £61.50k £230 £339 £1.62k £4.47k
Expenditure - Governance £46.94k £7.13k £6.48k £6.49k £6.78k
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 £97.19k £141.63k £166.55k £228.83k £202.97k
Long-term investments £0 £0 £0 £0 £0
Other assets £409.01k £516.74k £620.43k £632.24k £656.18k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £359.02k £82.90k £142.06k £158.30k £135.94k

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 21 January 2025 On Time
Accounts and TAR 31 March 2024 21 January 2025 On Time Download Open in new window
Annual return 31 March 2023 23 January 2024 On Time
Accounts and TAR 31 March 2023 23 January 2024 On Time Download Open in new window
Annual return 31 March 2022 22 January 2023 On Time
Accounts and TAR 31 March 2022 20 December 2022 On Time Download Open in new window
Annual return 31 March 2021 30 January 2022 On Time
Accounts and TAR 31 March 2021 17 December 2021 On Time Download Open in new window
Annual return 31 March 2020 28 January 2021 On Time
Accounts and TAR 31 March 2020 28 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 INCORPORATED 13/01/2004 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 17/11/2009 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 14/12/2009 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 18/07/2011 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 27/10/2015 as amended on 04 Dec 2023

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 THE METROPOLITAN BOROUGHS OF CALDERDALE AND KIRKLEES (HEREINAFTER CALLED "THE AREA OF BENEFIT")

Area of benefit

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

BOROUGHS OF CALDERDALE AND KIRKLEES

Contact information

Address:
4-6 Square
Woolshops
Halifax
HX1 1RJ
Phone:
01422252040
Email:
enquiry@ageukck.org.uk
Website:

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