AGE UK SOMERSET

Registered charity 1015900 · accounts filings on the Charity Commission register · also known as AGE CONCERN SOMERSET

The objects of the charity promote the well-being of older people within the area of the administrative county of Somerset and the unitary authority area of North Somerset.The charity has the general aim of contributing to the quality of life of older people within its area of benefit, and this has been embodied within its mission statement.

Causes: General Charitable Purposes · website · Get email alerts

Latest income

£948k

Latest spending

£1.0m

Registered

1992

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported an overall deficit of £57,248 for the year, an increase from the previous year's deficit. The trustees note that the financial position follows a difficult period involving the loss of substantial public sector funding, though they secured additional grant funding to alleviate the gap. Free reserves stood at £294,703, which the trustees consider sufficient to meet their stated policy target of three months of unrestricted expenditure.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Highest-paid employee band: Over £60,000 — below the median for charities its size (£60k)

“One individual employee was paid over £60,000 (2024: 1).” — page 39

Per its FY2025 accounts as filed with the Charity Commission.

Employees paid over £60,000: 1

“One individual employee was paid over £60,000 (2024: 1).” — page 39

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: three months of unrestricted expenditure (held: £295k)

“we consider an appropriate level being a minimum 3 month period (£284,070).”

Per its FY2025 accounts as filed with the Charity Commission.

Trading subsidiary: Age UK Somerset Trading Limited

“The Charity's wholly owned subsidiary, Age UK Somerset Trading Limited, was established to operate its trading activities. Age UK Somerset Trading Ltd ceased trading on 22 January 2020.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 6 of 6 completeness components.

Corporate structure

Registered company of the charity Companies House 02717676
Trading subsidiary: AGE UK SOMERSET TRADING LTD. Companies House 03847089

AGE UK SOMERSET TRADING LTD. — per its own Companies House accounts

No employees were recorded for the period.

Public fundraising profile: JustGiving — Age UK Somerset (matched by registered charity number).

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

Taunton Heritage Trust — “We were grateful to receive a kind donation of £100 from Taunton Heritage Trust, raised through Christmas card sales.” (source page)

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

WIGHT, Karen Lesley — director, appointed 11/02/2026on trustee list
JACKSON, Simon — director, appointed 01/03/2023on trustee list
BLACKSHAW, Gillian — director, appointed 21/09/2022on trustee list
SAMWAYS, Jonathan James — director, appointed 21/09/2022on trustee list
SHAFIE-POUR, Saeed — director, appointed 21/09/2022on trustee list
HOLT, Stephen — director, appointed 20/02/2020on trustee list
JOHNSON, David Frank — director, appointed 23/01/2014on trustee list

Official officers record.

CQC provider record: Age UK Somerset — Registered, 1 registered location, 1 regulated activity, last inspected 04/04/2018.charity number confirmed by CQC CQC record

Public profiles (found on the charity’s own website): facebook · instagram · linkedin

Structured financials (annual return, FY ending 31/03/2025)

Total income

£948k

Total spending

£1.0m

Reserves (reported)

£295k

Employees

Reported reserves equal ~3.5 months of spending — below the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (4.9%) (benchmarks).

Care Quality Commission ratings

CQC inspection ratings for services run by a provider matching this charity’s name (matched by name; verify provider identity on CQC’s site).

Ash House: Good (09/07/2026) · CQC record

Register events

Received assets from another charity (26/04/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

Stephen Holtchair
DAVID FRANK JOHNSON · trustee of 2 other charities
Gillian Blackshaw
Jonathan Samways
Karen Lesley Wight
Saeed Shafie-Pour
Simon Jackson

Trustee list from the Charity Commission register (current, not historical).

Operates in: North Somerset · Somerset

Income and spending

Financial year end	Income	Spending
31/03/2025	£948k	£1.0m
31/03/2024	£1.0m	£1.1m
31/03/2023	£940k	£928k
31/03/2022	£696k	£706k
31/03/2021	£659k	£588k

Common questions

Is AGE UK SOMERSET financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported an overall deficit of £57,248 for the year, an increase from the previous year's deficit. The trustees note that the financial position follows a difficult period involving the loss of substantial public sector funding, though they secured additional grant funding to alleviate the gap. Free reserves stood at £294,703, which the trustees consider sufficient to meet their stated policy target of three months of unrestricted expenditure. Its FY2025 accounts were independently examined.

What does the highest-paid employee of AGE UK SOMERSET earn?

Per its FY2025 accounts, the highest-paid employee was in the Over £60,000 band, and 1 employees earned over £60,000.

Who funds AGE UK SOMERSET?

Funders whose own accounts filings name AGE UK SOMERSET as a grant recipient include AGE UK, CLARK FOUNDATION, THE NANI HUYU CHARITABLE TRUST.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount	Purpose (as stated by the funder)
AGE UK	FY2022	£148k	Health and care; Wellbeing; Support the network
CLARK FOUNDATION	FY2025	£70k
THE NANI HUYU CHARITABLE TRUST	FY2024	£40k
THE NANI HUYU CHARITABLE TRUST	FY2025	£10k
THE NANI HUYU CHARITABLE TRUST	FY2023	£6k
THE NANI HUYU CHARITABLE TRUST	FY2022	£5k
THE NANI HUYU CHARITABLE TRUST	FY2021	£5k

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
Somerset Community Foundation	19/03/2026	£17k	Age UK Somerset
Somerset Community Foundation	05/01/2026	£4k	Age UK Somerset
Somerset Community Foundation	05/01/2026	£5k	Age UK Somerset
Somerset Community Foundation	03/10/2025	£20k	Age UK Somerset
The National Lottery Community Fund	21/09/2022	£169k	Holistic Support for Older People
The National Lottery Community Fund	27/03/2019	£10k	Ageing Well
Somerset Community Foundation	06/12/2018	£3k	Surviving Winter 2018/19
Somerset Community Foundation	11/04/2018	£4k	Ageing Well
Somerset Community Foundation	07/12/2017	£3k	Surviving Winter 2017/18
Somerset Community Foundation	12/12/2016	£14k	Surviving Winter 2016/17
The National Lottery Community Fund	19/01/2006	£5k	computer equipment
The National Lottery Community Fund	04/05/2004	£58k	Local Links

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
THE MASTER CHARITABLE TRUST	2	£3.0m
THE JULIA RAUSING TRUST	2	£3.0m
THE FRANCIS WINHAM FOUNDATION	2	£86k
FRAZER TRUST	2	£45k
THE DAGNY RAYMOND CHARITABLE TRUST	2	£35k
THE ADINT CHARITABLE TRUST	2	£30k
THE LAWSON TRUST CIO	2	£24k
G M MORRISON CHARITABLE TRUST	2	£20k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with AGE UK NORTHAMPTONSHIRE.

AGE UK NORTHAMPTONSHIRE income £4.7m
AGE UK TORBAY income £869k
Age UK South Cumbria LTD income £2.0m
Age UK North Cumbria income £1.1m
AGE UK income £131.8m
THE ROYAL UNITED KINGDOM BENEFICENT ASSOCIATION income £8.2m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
AGE UK SOMERSET	£948k	Over £60,000	1	unclear	—	no doubt
AGE UK NORTHAMPTONSHIRE FY2025	£4.7m	—	—	unclear	—	no doubt
AGE UK TORBAY FY2025	£869k	—	0	unclear	—	no doubt
Age UK South Cumbria LTD FY2025	£2.0m	—	0	below	—	no doubt
Age UK North Cumbria FY2025	£1.1m	£60,001 - £70,000	1	below	—	no doubt
AGE UK FY2025	£131.8m	£280,001 - £290,000	—	within	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.