AGE UK DEVON
Age UK Devon's mission is to improve the lives of older people in Devon through delivering services that: * Increase independence*Tackle loneliness & isolation*Improve health & wellbeing*Make the most out of life*Provide benefit advice*Access local services*Support families & carers
Objects
PROMOTE THE WELFARE OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW CHARITABLE IN THE COUNTY OF DEVON
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves increased significantly to £1,206,894, driven by legacy income, which the trustees describe as providing financial stability for the foreseeable future. The charity reports a net income of £384,857 and holds substantial cash reserves of £1,071,780, indicating strong liquidity. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
Policies the charity declares
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 40
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 45
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 46
- Government income: £16,500 — contracts £4,500 (1), grants £12,000 (1); 2% of the £690,272 total gross income on the same return
- Has a trading subsidiary
Corporate structure
- Registered company of the charity Companies House 02773453
- Trading subsidiary: AGE UK DEVON TRADING LIMITED Companies House 07908392
- No intra-group transactions or balances disclosed; company is dormant with no trading activity.
Company officers (Companies House)
- GIBLIN, Paul on trustee list
- ELLIS, Michael on trustee list
- SMITH, Kate on trustee list
- AUSTIN, Robert Francis not on trustee list
- ALDIS, Helen Mary on trustee list
- LITTLEWOOD, Sophie Rebecca
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Kate Smith
- Michael Ellis
- Paul Giblin
- Rob Austin
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.1m | £753k |
| 31/03/2024 | £698k | £675k |
| 31/03/2023 | £690k | £580k |
| 31/03/2022 | £766k | £498k |
| 31/03/2021 | £403k | £415k |
Common questions
Is AGE UK DEVON financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves increased significantly to £1,206,894, driven by legacy income, which the trustees describe as providing financial stability for the foreseeable future. The charity reports a net income of £384,857 and holds substantial cash reserves of £1,071,780, indicating strong liquidity. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by Westcotts (SW) LLP.
Who funds AGE UK DEVON?
Funders whose own accounts filings name AGE UK DEVON as a grant recipient include AGE UK, THE DAVID GIBBONS FOUNDATION, THE VETERANS' FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| AGE UK | FY2025 | £167k | Impactful Services, Poverty & Inequality, Health & Care |
| AGE UK | FY2023 | £158k | Supporting the network |
| AGE UK | FY2021 | £151k | Support the network |
| AGE UK | FY2022 | £132k | Wellbeing; Support the network |
| THE DAVID GIBBONS FOUNDATION | FY2024 | £1k | |
| THE VETERANS' FOUNDATION | FY2021 | amount not stated |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 23/07/2024 | £20k | Supporting older people to develop digital skills & confidence. |
| The National Lottery Community Fund | 19/08/2022 | £10k | Enabling & Home Support |
| The National Lottery Community Fund | 27/06/2011 | £44k | Heading along Memory Lane |
| The National Lottery Community Fund | 10/05/2005 | £120k | Age Concern Befriending and Care Line |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE MASTER CHARITABLE TRUST | 1 | £2.7m |
| THE JULIA RAUSING TRUST | 1 | £2.3m |
| Rothesay Foundation | 1 | £2.3m |
| THE LONDON MARATHON CHARITABLE TRUST LIMITED | 1 | £2.0m |
| HOLLYHOCK CHARITABLE FOUNDATION | 1 | £500k |
| Sussex Community NHS Charity | 1 | £430k |
| THE PENNIES FOUNDATION | 1 | £352k |
| THE TOLKIEN TRUST | 1 | £240k |
Charities like this
- AGE UK CROYDON
- AGE UK
- AGE UK TORBAY
- AGE UK BERKSHIRE
- AGE UK COVENTRY AND WARWICKSHIRE
- AGE UK LANCASHIRE
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| AGE UK DEVON | £1.1m | — | 0 | unclear | — | no doubt |
| AGE UK CROYDON | £1.7m | — | — | above | — | no doubt |
| AGE UK | £131.8m | £280,001 - £290,000 | — | within | — | no doubt |
| AGE UK TORBAY | £869k | — | 0 | unclear | — | no doubt |
| AGE UK BERKSHIRE | £1.3m | — | 0 | unclear | — | no doubt |
| AGE UK COVENTRY AND WARWICKSHIRE | £5.6m | £90,001 - £100,000 | — | above | — | no doubt |