AGE UK CALDERDALE & KIRKLEES
Age UK Calderdale and Kirklees exists to promote the well-being of all older people in Calderdale and Kirklees, recognising their right to independence, fulfilment, dignity and choice, working with them to help make later life a fulfilling and enjoyable experience.
Objects
TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND THE METROPOLITAN BOROUGHS OF CALDERDALE AND KIRKLEES (HEREINAFTER CALLED "THE AREA OF BENEFIT")
Financial health, per its FY2025 accounts
The accounts state that the charity incurred an operating deficit of £24,087 for the year ended 31 March 2025, resulting in a decrease in net assets to £699,121. The trustees report that unrestricted funds of £698,161 meet the stated reserves policy objective of covering core functions for at least six months. The independent auditor confirmed that the financial statements give a true and fair view and identified no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“Provision of Care Services 4 937,417 118,472 4,055,889 1,077,741” — page 14
“it is deemed necessary, in such an eventuality, to be able to cover the organisation’s core function for at least 6 months and capital commitments to enable the strategy to be reviewed and funds to be rebuilt. We have set designated funds to cover this of £300,000.” — page 7
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: 120
- Government income: £665,062 — contracts £665,062 (6); 33% of the £1,992,526 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 112
- Government income: £400,025 — contracts £217,661 (3), grants £182,364 (4); 21% of the £1,892,284 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 120
- Government income: £780,636 — contracts £338,780 (2), grants £441,856 (6); 43% of the £1,829,951 total gross income on the same return
Corporate structure
- Registered company of the charity Companies House 05013745 · Financial health read from its filings
- Registered company of the charity Companies House 5013745
Company officers (Companies House)
- ROBINSON, Deborah on trustee list
- RHODES, Sakina not on trustee list
- GIBSON, Leanne Munro on trustee list
- MORRIS, Anthony Edwin on trustee list
- PATEL, Munaf Valli on trustee list
- YOUNG, Charles on trustee list
- SPARK, Peter Malcolm on trustee list
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Anthony Morris
- Charles Young
- Deborah Robinson
- Leanne Gibson
- Munaf Patel
- PETER M SPARK
- Rhodes Sakina
- Steve Brennan
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £2.0m | £2.0m |
| 31/03/2024 | £1.9m | £1.9m |
| 31/03/2023 | £1.8m | £1.8m |
| 31/03/2022 | £1.6m | £1.5m |
| 31/03/2021 | £1.9m | £1.5m |
Common questions
Is AGE UK CALDERDALE & KIRKLEES financially healthy?
Per its FY2025 accounts: The accounts state that the charity incurred an operating deficit of £24,087 for the year ended 31 March 2025, resulting in a decrease in net assets to £699,121. The trustees report that unrestricted funds of £698,161 meet the stated reserves policy objective of covering core functions for at least six months. The independent auditor confirmed that the financial statements give a true and fair view and identified no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by BK Plus Audit Limited.
Who funds AGE UK CALDERDALE & KIRKLEES?
Funders whose own accounts filings name AGE UK CALDERDALE & KIRKLEES as a grant recipient include AGE UK, COMMUNITY FOUNDATION FOR CALDERDALE.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| AGE UK | FY2021 | £129k | Support the network |
| AGE UK | FY2022 | £109k | Campaign and research; Health and care; Wellbeing; Support the network |
| COMMUNITY FOUNDATION FOR CALDERDALE | FY2022 | £5k | Calderdale Access Fund |
| COMMUNITY FOUNDATION FOR CALDERDALE | FY2022 | £4k | Household Support Fund |
| COMMUNITY FOUNDATION FOR CALDERDALE | FY2024 | £2k | General Flow Through Grants |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| Sport England | 08/05/2025 | £15k | Keeping Active in later life |
| Sport England | 18/03/2024 | £15k | Keeping Active in later life |
| The National Lottery Heritage Fund | 09/09/2008 | £50k | "Home Spun: Home Crafts and Skills 1920s-1970s" |
| The National Lottery Community Fund | 30/04/2007 | £10k | Newsage |
| The National Lottery Heritage Fund | 30/10/2006 | £49k | "Sports in Past times: 1920 - 1980" |
| The National Lottery Heritage Fund | 15/09/2005 | £50k | "Voices From the Past - A Hidden History of Halifax" |
| The National Lottery Community Fund | 24/06/2004 | £214k | Transfer of MK/1/010079102 |
| Calderdale Metropolitan Borough Council | — | £213 | SS |
| Calderdale Metropolitan Borough Council | — | £267 | SS |
| Calderdale Metropolitan Borough Council | — | £346 | SS |
| Calderdale Metropolitan Borough Council | — | £3k | 88 |
| Calderdale Metropolitan Borough Council | — | £107 | SS |
| Calderdale Metropolitan Borough Council | — | £346 | SS |
| Calderdale Metropolitan Borough Council | — | £13k | SS |
| Calderdale Metropolitan Borough Council | — | £160 | SS |
| Calderdale Metropolitan Borough Council | — | £107 | SS |
| Calderdale Metropolitan Borough Council | — | £160 | SS |
| Calderdale Metropolitan Borough Council | — | £6k | SS |
| Calderdale Metropolitan Borough Council | — | £3k | SS |
| Calderdale Metropolitan Borough Council | — | £267 | SS |
| Calderdale Metropolitan Borough Council | — | £213 | SS |
| Calderdale Metropolitan Borough Council | — | £13k | 88 |
| Calderdale Metropolitan Borough Council | — | £6k | SS |
| Calderdale Metropolitan Borough Council | — | £6k | 88 |
| Calderdale Metropolitan Borough Council | — | £3k | SS |
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 BRADFORD & DISTRICT
- AGE UK LAMBETH
- AGE UK CROYDON
- AGE UK
- AGE UK LEEDS
- AGE UK NORTHAMPTONSHIRE
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| AGE UK CALDERDALE & KIRKLEES | £2.0m | — | 0 | above | — | no doubt |
| AGE UK BRADFORD & DISTRICT | £692k | — | 0 | unclear | — | no doubt |
| AGE UK LAMBETH | £3.1m | — | 0 | within | — | no doubt |
| AGE UK CROYDON | £1.7m | — | — | above | — | no doubt |
| AGE UK | £131.8m | £280,001 - £290,000 | — | within | — | no doubt |
| AGE UK LEEDS | £1.9m | — | 0 | unclear | — | no doubt |