AGE UK COVENTRY AND WARWICKSHIRE
To provide within locality of Warwickshire and Coventry for the well being of all older people and to help make later life an enjoyable experience. This will be carried out in any manner, which now is or hereafter may be deemed by law to be Charitable.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves of £1,212,000 exceed the trustees' stated policy target of £1,084,000, which is calculated as two months' salary and pension costs plus twelve months' rent. The charity reported a net income surplus of £138,000 for the year, with total funds increasing to £3,624,000. The auditor confirmed that the financial statements are prepared on a going concern basis with no material uncertainties identified.
What the accounts disclose
“£90,001 to £100,000 1” — page 36
“The Trustees consider that given the nature of the Charity’s activities, a minimum level of unrestricted reserves is represented by a sum equivalent to two months’ salary, pension and national insurance costs, together with twelve months’ rent and similar fixed commitments. This would require a minimum of £1,084,000 at the year end” — page 16
“Donations and grants Age UK National 15”
Year-over-year changes
- Top pay band moved from £80,001 - £90,000 (FY2024) to £90,001 - £100,000 (FY2025).
- Reserves position vs the charity's own policy moved from "below" (FY2024) to "above" (FY2025).
Corporate structure
- Registered company of the charity Companies House 04221822
Company officers (Companies House)
- READING, Jonathan Charles William on trustee list
- STEVEN, Maggie on trustee list
- SWEET, Jacqueline on trustee list
- LAMBRECHT, Aleksandra on trustee list
- LESTER, Andrew on trustee list
- ENTWISTLE, Gillian on trustee list
- PONDER, Charlotte Ella on trustee list
- TENNANT, Laurence on trustee list
- EGROT, Margaret Elizabeth on trustee list
- HARRIS, Mark Andrew on trustee list
- GARRETT, Michael Stephen
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (15/05/2023)
Trustees
- MARK HARRISchair
- Aleksandra Lambrecht
- Andrew Lester
- Charlotte Ponder
- Gillian Entwistle
- Jacqueline Sweet
- Jonathan Charles William Reading
- Laurence Tennant
- Maggie Steven
- Margaret Egrot
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £4.7m | £4.6m |
| 31/03/2024 | £4.4m | £4.4m |
| 31/03/2023 | £4.1m | £4.2m |
| 31/03/2022 | £3.9m | £3.9m |
| 31/03/2021 | £3.7m | £3.6m |
Common questions
Is AGE UK COVENTRY AND WARWICKSHIRE financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves of £1,212,000 exceed the trustees' stated policy target of £1,084,000, which is calculated as two months' salary and pension costs plus twelve months' rent. The charity reported a net income surplus of £138,000 for the year, with total funds increasing to £3,624,000. The auditor confirmed that the financial statements are prepared on a going concern basis with no material uncertainties identified. Its FY2025 accounts were audited by HB&O Ltd.
What does the highest-paid employee of AGE UK COVENTRY AND WARWICKSHIRE earn?
Per its FY2025 accounts, the highest-paid employee was in the £90,001 - £100,000 band.
Who funds AGE UK COVENTRY AND WARWICKSHIRE?
Funders whose own accounts filings name AGE UK COVENTRY AND WARWICKSHIRE as a grant recipient include AGE UK, THE 29TH MAY 1961 CHARITY, THE GEORGE CADBURY TRUST (GEORGE HENRY T AND LAURENCE J CADBURY SECTIONS).
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| AGE UK | FY2023 | £112k | Supporting the network |
| THE 29TH MAY 1961 CHARITY | FY2022 | £15k | general costs of supporting older people in Warwickshire |
| THE GEORGE CADBURY TRUST (GEORGE HENRY T AND LAURENCE J CADBURY SECTIONS) | FY2023 | £5k | |
| THE GEORGE CADBURY TRUST (GEORGE HENRY T AND LAURENCE J CADBURY SECTIONS) | FY2024 | £5k | |
| THE GEORGE CADBURY TRUST (GEORGE HENRY T AND LAURENCE J CADBURY SECTIONS) | FY2025 | £5k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 01/04/2015 | £10k | Supporting older people to maintain an independent quality of life by |
| The National Lottery Community Fund | 20/03/2006 | £33k | Transfer of URN MK/1/010089871 and merger of Age Concern Rugby |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE ROGER & DOUGLAS TURNER CHARITABLE TRUST | 1 | £15k |
| THE KING HENRY VIII ENDOWED TRUST, WARWICK | 1 | £11k |
| WILLIAM ADLINGTON CADBURY CHARITABLE TRUST | 1 | £10k |
| THE JONES 1986 CHARITABLE TRUST | 1 | £10k |
| THE THOMAS FARR CHARITY | 1 | £9k |
| THE MICHAEL MARSH CHARITABLE TRUST | 1 | £8k |
| THE EDWARD CADBURY CHARITABLE TRUST | 1 | £4k |
| THE EDGAR E LAWLEY FOUNDATION | 1 | £3k |
Charities like this
- AgeUK Worcester,Malvern Hills & Hereford Localities
- AGE UK BERKSHIRE
- UNIVERSITY HOSPITALS COVENTRY AND WARWICKSHIRE CHARITY
- THE WARWICK DISTRICT U3A
- Relationships Coventry & Warwickshire
- AGE UK BIRMINGHAM LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| AGE UK COVENTRY AND WARWICKSHIRE | £4.7m | £90,001 - £100,000 | — | above | — | no doubt |
| AgeUK Worcester,Malvern Hills & Hereford Localities | £2.8m | — | — | above | — | no doubt |
| AGE UK BERKSHIRE | £1.3m | — | 0 | unclear | — | no doubt |
| UNIVERSITY HOSPITALS COVENTRY AND WARWICKSHIRE CHARITY | £770k | — | — | unclear | — | no doubt |
| THE WARWICK DISTRICT U3A | £101k | — | 0 | above | — | no doubt |
| Relationships Coventry & Warwickshire | £1.1m | — | 0 | unclear | — | no doubt |