AGE CONCERN EAST CHESHIRE

Charity number: 1090161
Removed charity

Charity overview

Activities - how the charity spends its money

Information & Advice, Health & Wellbeing, ICT Learning Service, Dementia Support Service, Help at Home Service, Telephone Befriending, Charity Shops, Men in Sheds, Counselling

Income and expenditure

Data for financial year ending 30 June 2024

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.

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 Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Cheshire East

Governance

Registration history:
  • 18 January 2002: Standard registration
  • 08 January 2020: Funds received from 1070850 AGE UK SUPPORT SERVICES NORTH WEST
  • 17 February 2026: Funds transferred to 1091608 AGE CONCERN CHESHIRE
  • 17 February 2026: Removed (Transfer of funds)
Organisation type:
Charitable company
Other names:
  • AGE CHESHIRE EAST (Working name)
  • AGE CONCERN CHESHIRE EAST (Working name)
  • AGE EAST CHESHIRE (Working name)
  • AGE UK CHESHIRE EAST (Working name)
  • AGE UK EAST CHESHIRE (Working name)
  • AGENDA CHESHIRE EAST (Working name)
  • AGENDA EAST CHESHIRE (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
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

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 30/06/2024
Total gross income £1.14m £1.03m £967.73k £913.97k £1.19m
Total expenditure £1.10m £894.86k £965.67k £1.04m £1.30m
Income from government contracts N/A N/A N/A N/A £25.84k
Income from government grants £5.21k £104.08k £11.41k N/A £1
Income - Donations and legacies £51.33k £168.34k £81.72k £36.67k £50.42k
Income - Other trading activities £630.25k £438.40k £531.96k £511.38k £594.83k
Income - Charitable activities £448.51k £319.04k £342.35k £365.18k £541.82k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £311 £460 £289 £740 £965
Income - Other £5.21k £104.08k £11.41k £0 £0
Income - Legacies £25.54k £0 £42.61k £1.80k £32.26k
Expenditure - Charitable activities £509.45k £438.25k £462.93k £469.83k £650.27k
Expenditure - Raising funds £591.59k £456.61k £502.74k £570.45k £650.08k
Expenditure - Governance £5.48k £5.73k £10.06k £11.70k £0
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 30/06/2024
Own use assets £202.14k £200.55k £195.82k £199.25k £5.20k
Long-term investments £0 £0 £0 £0 £222.00k
Other assets £270.87k £454.97k £350.52k £224.38k £90.11k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £221.68k £268.73k £65.93k £90.31k £60.58k

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 30 June 2024 19 May 2025 19 days late
Accounts and TAR 30 June 2024 19 May 2025 19 days late
Annual return 31 March 2023 23 November 2023 On time
Accounts and TAR 31 March 2023 23 November 2023 On time
Annual return 31 March 2022 17 October 2022 On time
Accounts and TAR 31 March 2022 17 October 2022 On time
Annual return 31 March 2021 09 November 2021 On time
Accounts and TAR 31 March 2021 09 November 2021 On time
Annual return 31 March 2020 04 March 2021 32 days late
Accounts and TAR 31 March 2020 04 March 2021 32 days late
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