AGE UK BRISTOL
Age UK Bristol provides the following services for older people: Information and Advice, Day Services, Going Home from Hospital service, Friends Ageing Better for a range of services to enable social connection an support, Active Ageing Bristol to support people to keep fit and active, and strategic work to enable an age friendly city.
Objects
THE OBJECTS OF THE CHARITY ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE WITHIN THE AREA OF BENEFIT: 1. PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE; 2.ADVANCING EDUCATION 3. PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL); 4.PROMOTING EQUALITY AND DIVERSITY; 5. PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS; 6. ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND 7.SUCH OTHER CHARITABLE PURPOSES AS THE CHARITY TRUSTEES FROM TIME TO TIME DECIDE THE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL- BEING OF OLDER PEOPLE.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net expenditure of £26,742 for the year, resulting in a decrease in total funds from £456,042 to £429,300. The trustees confirm that free reserves of £259,566 are within the stated policy target of £150,000 to £300,000, and the auditors found no material uncertainties regarding the organization's ability to continue as a going concern.
What the accounts disclose
“As of this date the estimated employer debt for Age UK Bristol was £2,041(2024: £1,916), and no contribution was required towards the deficit.”
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
- 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: 64
- Government income: £583,059 — contracts £156,614 (1), grants £426,445 (3); 56% of the £1,034,584 total gross income on the same return
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 99
- Government income: £592,445 — contracts £117,685 (2), grants £474,760 (4); 43% of the £1,376,128 total gross income on the same return
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 79
- Government income: £1,124,502 — contracts £203,023 (2), grants £921,479 (10); 58% of the £1,944,216 total gross income on the same return
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2021 (received 03/02/2022, 3 days after the 31/01/2022 due date).
Corporate structure
- Registered company of the charity Companies House 02984207
Company officers (Companies House)
- BICKERTON, Ian Mcdowell on trustee list
- BROOKES, Julian Michael on trustee list
- MILLAR, Rachel Susan on trustee list
- GORDON, Yvonne Marie on trustee list
- SUTTON, Joanna on trustee list
- BROWN, Judith Irene on trustee list
- MALPASS, Mina Elizabeth on trustee list
Public-sector contracts awarded
| Buyer | Contract | Awarded | Value |
|---|---|---|---|
| NHS BRISTOL, NORTH SOMERSET AND SOUTH GLOUCESTERSHIRE INTEGRATED CARE BOARD | Falls Prevention Strength & Balance Classes in Bristol & South Gloucestershire | — | — |
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (12/05/2025)
- Received assets from another charity (11/01/2021)
Trustees
- Ian McDowell Bickerton
- JULIAN BROOKES
- Joanna Sutton
- Joanne Elizabeth Dawson Furney
- Judith Irene Brown
- Mina Elizabeth Malpass
- Rachel Millar
- Richard Booty
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.0m | £1.1m |
| 31/03/2024 | £1.4m | £1.3m |
| 31/03/2023 | £1.9m | £1.7m |
| 31/03/2022 | £867k | £1.2m |
| 31/03/2021 | £1.2m | £1.1m |
Common questions
Is AGE UK BRISTOL financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £26,742 for the year, resulting in a decrease in total funds from £456,042 to £429,300. The trustees confirm that free reserves of £259,566 are within the stated policy target of £150,000 to £300,000, and the auditors found no material uncertainties regarding the organization's ability to continue as a going concern. Its FY2025 accounts were audited by Sumer Auditco Limited.
Who funds AGE UK BRISTOL?
Funders whose own accounts filings name AGE UK BRISTOL as a grant recipient include AGE UK, QUARTET COMMUNITY FOUNDATION, JOHN JAMES BRISTOL FOUNDATION, THE ANCHOR SOCIETY CIO, THE MONTAL CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| AGE UK | FY2021 | £138k | Support the network |
| AGE UK | FY2022 | £136k | Information and advice; Health and care; Wellbeing; Support the network |
| QUARTET COMMUNITY FOUNDATION | FY2021 | £34k | 4 grants totalling |
| JOHN JAMES BRISTOL FOUNDATION | FY2024 | £19k | Older people |
| THE ANCHOR SOCIETY CIO | FY2025 | £12k | |
| JOHN JAMES BRISTOL FOUNDATION | FY2021 | £10k | The Elderly |
| THE MONTAL CHARITABLE TRUST | FY2024 | £5k | |
| BRISTOL CHARITIES | FY2022 | £5k | |
| SIR JULES THORN CHARITABLE TRUST | FY2023 | £3k | Ann Rylands Small Donations |
| SIR JULES THORN CHARITABLE TRUST | FY2025 | £3k | Ann Rylands Small Donations Programme |
| BRISTOL CHARITIES | FY2021 | £2k | Grant from Relief in Need Charity |
| THE DYERS' COMPANY CHARITABLE TRUST | FY2021 | £500 | Health and Welfare |
| THE DYERS' COMPANY CHARITABLE TRUST | FY2022 | £500 | Health and Welfare |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 18/11/2022 | £10k | Memory Connections |
| Sport England | 28/01/2020 | £11k | Tai Chi and Tea |
| The National Lottery Community Fund | 23/01/2020 | £1k | Celebrating Age Festival ? Workshops |
| The National Lottery Community Fund | 30/11/2016 | £5k | Computer Learning for Older People |
| The National Lottery Community Fund | 04/09/2014 | £5.9m | Bristol Ageing Better (BAB) |
| The National Lottery Community Fund | 15/01/2014 | £20k | Age UK Bristol (Formally Age Concern Brisol) (Grant development) |
| The National Lottery Community Fund | 17/03/2008 | £5k | Age Concern Bristol Website Development |
| The National Lottery Community Fund | 15/11/2006 | £107k | Community Development Project |
| The National Lottery Community Fund | 22/11/2005 | £140k | Home Visits Project |
| The National Lottery Community Fund | 10/05/2005 | £104k | Link-Up Volunteers |
| The National Lottery Community Fund | 03/03/2005 | £5k | website |
| The National Lottery Community Fund | 04/05/2004 | £180k | Information, Advice and Advocacy Project |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE ADRIAN SWIRE CHARITABLE TRUST | 2 | £10k |
| THE WILLIAM ALLEN YOUNG CHARITABLE TRUST | 2 | £4k |
| 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 |
Charities like this
- AGE UK OXFORDSHIRE
- AGE UK NORTH CRAVEN
- AGE UK BIRMINGHAM LIMITED
- Age UK York
- AGE UK KENSINGTON AND CHELSEA
- AGE UK
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| AGE UK BRISTOL | £1.0m | — | 0 | unclear | — | no doubt |
| AGE UK OXFORDSHIRE | £6.5m | £80,001 - £90,000 | 1 | unclear | — | no doubt |
| AGE UK NORTH CRAVEN | £479k | — | 0 | below | — | no doubt |
| AGE UK BIRMINGHAM LIMITED | £1.7m | £60,001 - £70,000 | 1 | above | — | no doubt |
| Age UK York | £1.9m | — | 0 | within | — | no doubt |
| AGE UK KENSINGTON AND CHELSEA | £2.9m | — | 1 | below | — | no doubt |