AGE UK WAKEFIELD DISTRICT
Registered charity 1096511 · accounts filings on the Charity Commission register · also known as AGE CONCERN WAKEFIELD DISTRICT
Help and support for older people in the Wakefield District - advice service - social contact service - befriending service - home support service - internet shopping service and more.
Causes: General Charitable Purposes · Education/training · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that the charity generated a deficit of £44,623 on total income of £2,959,504 for the year ended 31 March 2025. Per the trustees' report, unrestricted reserves were £358,521, which falls within the stated policy target of £250,000 to £500, representing 4-8 weeks of running costs. The trustees intend to restore reserve levels to 2023 levels to ensure future sustainability.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves policy: 4-8 weeks of running costs (£250k to £500k) (held: £359k)
“the Board have agreed a minimum reserves level of 4-8 weeks of running costs. In current terms this is the equivalent of £250k to £500k.” — page 12
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: CASEwork Services Community Interest Company (CASEwork) is an associated company. William Lyster Barker (trustee) and Paula Bee (CEO) are members of the CASEwork board. £19,661 was paid for outsourced financial support services. An initial advance of £15,000 was made for working capital, with £7,500 repaid in the prior year, leaving a debtor balance.
“£19,661 has been paid to CASEwork Services Community Interest Company (CASEwork) in the year in respect of outsourced financial support services (2024: £Nil). An initial advance of £15,000 made to CASEwork to provide working capital, less £7,500 repaid to Age UK Wakefield District in the prior year, is included as a debtor falling due after more than one year, with interest at 2% above base rate recognised on the loan. CASEwork is an associated company of the charity. William Lyster Barker (trustee of the charity during the year) was a member of the CASEwork board of directors during the entire financial year and Paula Bee (CEO of the charity) is also a member of the CASEwork board of directors.” — page 40
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Age UK Wakefield Trading Limited, Age UK Wakefield District Enterprises Limited
“The charity has two wholly owned subsidiaries, Age UK Wakefield Trading Limited and Age UK Wakefield District Enterprises Limited. Age UK Wakefield Trading Limited is dormant. Age UK Wakefield Enterprises Limited operates a number of retail stores in the Wakefield area.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by UHY Calvert Smith LLP. Discloses 4 of 6 completeness components.
Corporate structure
Public fundraising profile: JustGiving — Age UK Wakefield District (matched by registered charity number).
Public-sector contracts awarded
From the official Contracts Finder and Find a Tender notices (supplier matched by exact registered name). Contract income is distinct from grants.
Property (HM Land Registry)
2 registered titles in England and Wales held by the charity’s company or corporate body (0 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.
CQC provider record: Age UK Wakefield District — Registered, 1 registered location, 1 regulated activity, last inspected 13/11/2023.charity number confirmed by CQC CQC record
Public profiles (found on the charity’s own website): facebook · instagram
Structured financials (annual return, FY ending 31/03/2025)
Cost of raising funds
£142k
Reported reserves equal ~1.4 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).
Per its annual return, largest income source: Charitable activities (94% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.
Per its annual return, cost of raising funds: 4.8% of total income — below the median for charities its size (5.2%) (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).
- Age UK Wakefield District - Home Support Services: Good (15/12/2023) · CQC record
- Peter Boxchair · trustee of 2 other charities
- Jo Beaumont
- Kelly Hollis
- Michael Holt · trustee of 1 other charity
- Natalie Poole
- Rachael Kirkham
- Richard Forster · trustee of 1 other charity
- Ruth Unwin
Trustee list from the Charity Commission register (current, not historical).
Operates in: City Of Wakefield
Income and spending
Common questions
Is AGE UK WAKEFIELD DISTRICT financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a deficit of £44,623 on total income of £2,959,504 for the year ended 31 March 2025. Per the trustees' report, unrestricted reserves were £358,521, which falls within the stated policy target of £250,000 to £500, representing 4-8 weeks of running costs. The trustees intend to restore reserve levels to 2023 levels to ensure future sustainability. Its FY2025 accounts were audited by UHY Calvert Smith LLP.
Who funds AGE UK WAKEFIELD DISTRICT?
Funders whose own accounts filings name AGE UK WAKEFIELD DISTRICT as a grant recipient include Prosper Wakefield District Ltd.
Shared trustees with funders
Register facts shown side by side: a person serves as trustee of both this charity and a funder whose accounts record grants to it. Shared trusteeship is lawful and common; well-run charities manage it through declared-interest procedures.
Known funders
Grants to this charity found in funders’ own accounts filings.
Government & lottery funding
Grants to this charity published as open data by government and lottery funders (360Giving).
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.
Charities like this
Semantically similar by activities and financial character, from our analysed corpus. Compare with WAKEFIELD DISTRICT CITIZENS ADVICE BUREAUX.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.