AGE UK RICHMOND UPON THAMES
To promote the rights and needs of older people in the Borough of Richmond upon ThamesTo provide services that appropriately meet the needs of older peopleTo research new needs and provide innovative ways of meeting themTo ensure that the new needs of older people are included in joint planning with statutory and other voluntary bodies
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:3.1.1 PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;3.1.2 ADVANCING EDUCATION;3.1.3 PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL);3.1.4 PROMOTING EQUALITY AND DIVERSITY;3.1.5 PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS;3.1.6 ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND3.1.7 SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE 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 surplus of £84,793 for the year ended 31 March 2025, with total income of £2,435,941 and total expenditure of £2,351,148. The trustees confirm the organization is a going concern, supported by unrestricted funds of £983,644 which meet the stated reserves policy objective of maintaining at least six months of continuity.
What the accounts disclose
“The objective is to maintain the organisation’s core management and information and advice services and to ensure continuity as a going concern for at least six months”
“Age UK Richmond upon Thames is the parent company in the Group, which also includes two subsidiaries, Age UK Richmond Services Ltd (AUK RSL) and Age UK Richmond Handyperson Service Ltd (AUK HPS).” — page 10
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
- 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: 115
- Government income: £1,739,651 — contracts £1,700,984 (7), grants £38,667 (1); 71% of the £2,435,941 total gross income on the same return
- Employees paid over £60,000: 1 (£70,001–£80,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 102
- Government income: £1,431,078 — contracts £1,392,413 (5), grants £38,665 (1); 61% of the £2,347,699 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 104
- Government income: £1,301,242 — contracts £1,291,575 (4), grants £9,667 (1); 62% of the £2,097,665 total gross income on the same return
- Has a trading subsidiary
Corporate structure
- Registered company of the charity Companies House 04116911
Company officers (Companies House)
- MOGFORD, Jonathan Grant on trustee list
- MIKUCKI, John on trustee list
- MAHONEY, Denise on trustee list
- MCNAB, Alan Fraser on trustee list
- RUTHERFORD, Judith Helen on trustee list
- BARAN, Elizabeth Jane on trustee list
- KING, David Harold on trustee list
- ALDRIDGE, Sandra Sheila on trustee list
- BAGGS, David John
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Alan Fraser McNab
- David Harold King
- Elizabeth Baran
- John Mikucki
- Jonathan Mogford
- Judith Rutherford
- Sandra Aldridge
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £2.4m | £2.4m |
| 31/03/2024 | £2.3m | £2.2m |
| 31/03/2023 | £2.1m | £2.0m |
| 31/03/2022 | £1.9m | £1.9m |
| 31/03/2021 | £2.0m | £1.9m |
Common questions
Is AGE UK RICHMOND UPON THAMES financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a surplus of £84,793 for the year ended 31 March 2025, with total income of £2,435,941 and total expenditure of £2,351,148. The trustees confirm the organization is a going concern, supported by unrestricted funds of £983,644 which meet the stated reserves policy objective of maintaining at least six months of continuity. Its FY2025 accounts were audited by Hartley Fowler LLP.
Who funds AGE UK RICHMOND UPON THAMES?
Funders whose own accounts filings name AGE UK RICHMOND UPON THAMES as a grant recipient include AGE UK, HAMPTON FUEL ALLOTMENT, Richmond Foundation, The Barnes Fund, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY, BARNES.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| AGE UK | FY2023 | £104k | Supporting the network |
| HAMPTON FUEL ALLOTMENT | FY2025 | £75k | Contribution towards the running costs of the welfare benefits service and core costs for older people in the HF area. |
| HAMPTON FUEL ALLOTMENT | FY2023 | £64k | Advice services for older people - salary costs |
| HAMPTON FUEL ALLOTMENT | FY2022 | £64k | Contribution towards the salaries (4) for the Advice Extra and Information & Advice services, providing specialist welfare benefits/financial advice and special |
| Richmond Foundation | FY2025 | £50k | Core Grant |
| Richmond Foundation | FY2024 | £45k | Core grant |
| Richmond Foundation | FY2023 | £44k | Accessing support and advice |
| The Barnes Fund | FY2022 | £18k | Relief of Aged |
| The Barnes Fund | FY2024 | Unverified read£15k | Support for Older People |
| The Barnes Fund | FY2021 | £15k | Relief of Aged - Organisation Core Funding |
| The Barnes Fund | FY2023 | £15k | Organisation Core Funding |
| HAMPTON FUEL ALLOTMENT | FY2022 | £15k | Contribution towards the costs of the Handyperson Service to support around 560 elderly people from our area of benefit, providing a free or subsidised service. |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY, BARNES | FY2024 | £6k | Grants for UK and overseas mission |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY, BARNES | FY2025 | £5k | Grants for education, including ministry training |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY, BARNES | FY2022 | £3k | Grants for the relief of poverty |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY, BARNES | FY2023 | £2k | Grants for UK and overseas mission |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| City Bridge Foundation | 12/11/2019 | £81k | Grant to Age UK Richmond upon Thames |
| City Bridge Foundation | 22/09/2016 | £102k | Grant to Age UK Richmond upon Thames |
| The National Lottery Community Fund | 11/08/2016 | £9k | EssentialSkillz Project |
| The National Lottery Community Fund | 22/08/2013 | £10k | The Wellderly Project |
| City Bridge Foundation | 30/06/2011 | £106k | Grant to Age UK Richmond upon Thames |
| The National Lottery Community Fund | 04/12/2009 | £9k | 'One place for data' project |
| The National Lottery Community Fund | 17/09/2007 | £5k | Whitton Social Centre |
| The National Lottery Community Fund | 05/04/2006 | £5k | Handyperson project |
| The National Lottery Community Fund | 11/05/2004 | £76k | Advocacy Service for Older People |
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 TORBAY
- THE UNIVERSITY OF THE THIRD AGE - RICHMOND UPON THAMES
- AGE UK TAMESIDE
- Age UK Enfield
- AGE UK CITY OF LONDON
- AGE UK NORTHUMBERLAND
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| AGE UK RICHMOND UPON THAMES | £2.4m | — | — | above | — | no doubt |
| AGE UK TORBAY | £869k | — | 0 | unclear | — | no doubt |
| THE UNIVERSITY OF THE THIRD AGE - RICHMOND UPON THAMES | £47k | — | 0 | unclear | — | no doubt |
| AGE UK TAMESIDE | £630k | — | 0 | below | — | noted |
| Age UK Enfield | £2.0m | — | 0 | below | — | no doubt |
| AGE UK CITY OF LONDON | £129k | — | 0 | above | — | material uncertainty |