AGE UK BATH AND NORTH EAST SOMERSET LIMITED
Registered charity 1110455 · accounts filings on the Charity Commission register · also known as AGE CONCERN BATH AND NORTH EAST SOMERSET LIMITED
(a) Information & Advice: drop-ins/appointments/outreach/home visiting (b) Day Centres & activities: art group/lunch clubs/trips/school link-up/reminiscence work/minibus transport(c) Home Services: Home from Hospital/Home Response/Toenail Cutting/Befriending(d) Walking for Health healthy living activities including tai chi, lunch bunch social group(e) Support Planning (f) Volunteering
Causes: General Charitable Purposes · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Other Charitable Purposes · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that the charity reported a surplus of £90,915 for the year, with total funds increasing to £610,783. The trustees confirm that free reserves of £415,385 are held in line with the stated policy of maintaining a minimum of three months' expenditure. The going concern basis is supported by a strong balance sheet and recent contract renewals.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Largest income source: none
“The principal funding sources in the year arise from contracts with Bath & North East Somerset Council, BSW Integrated Care Board and income through our Social & Memory Groups, and At Home Service.” — page 21
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: three months of unrestricted expenditure (held: £415k)
“For the 2024/25 financial year, the trustees have assessed the reserves needed, based upon the above criteria, as a minimum of 3 months' expenditure.” — page 21
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Age UK (BANES) Trading Limited
“The charity's trading subsidiary, Age UK (BANES) Trading Limited, is dormant having ceased trading on 31 March 2017.”
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by Sumer Auditco Limited. Discloses 5 of 6 completeness components.
Year-over-year changes
- Going concern: going-concern doubt noted (FY2024) → no going-concern doubt (FY2025).
Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.
Public fundraising profile: JustGiving — Age UK Bath & North East Somerset (matched by registered charity number).
Public profiles (found on the charity’s own website): facebook
Structured financials (annual return, FY ending 31/03/2025)
Cost of raising funds
£38k
Reported reserves equal ~5.1 months of spending — above the median for charities its size (median 4.8 months; benchmarks).
Per its annual return, cost of raising funds: 2.5% of total income — below the median for charities its size (5.2%) (benchmarks).
Register events
- Received assets from another charity (02/04/2026) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- Received assets from another charity (31/10/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- Received assets from another charity (13/03/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- Helen Adams
- Lesley Margaret Entwistle
- Patrick Anketell-Jones
- Rachel Louise Burns
- Robert Douglas Greig
- Roy Shubhabrata · trustee of 1 other charity
Trustee list from the Charity Commission register (current, not historical).
Operates in: Bath And North East Somerset · Wiltshire
Income and spending
Common questions
Is AGE UK BATH AND NORTH EAST SOMERSET LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a surplus of £90,915 for the year, with total funds increasing to £610,783. The trustees confirm that free reserves of £415,385 are held in line with the stated policy of maintaining a minimum of three months' expenditure. The going concern basis is supported by a strong balance sheet and recent contract renewals. Its FY2025 accounts were audited by Sumer Auditco Limited.
Who funds AGE UK BATH AND NORTH EAST SOMERSET LIMITED?
Funders whose own accounts filings name AGE UK BATH AND NORTH EAST SOMERSET LIMITED as a grant recipient include AGE UK, THE ROPER FAMILY CHARITABLE TRUST, THE NANI HUYU CHARITABLE TRUST, SIR JULES THORN CHARITABLE TRUST.
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.
- Roy Shubhabrata — trustee here and at AGE UK
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 AGE UK BIRMINGHAM LIMITED.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.