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

Objects

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW CHARITABLE IN AND AROUND THE DISTRICT OF BATH AND NORTH EAST SOMERSET. ( HEREINAFTER CALLED "THE AREA OF BENEFIT")

Area of benefit: BATH AND NORTH EAST SOMERSET.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

Registered contact address: Bath and North East Somerset, South West, England (from the postcode on the register)

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

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.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Volunteer management

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

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)

Reported reserves equal ~5.1 months of spending — above the median for charities its size (median 4.7 months; benchmarks).

Per its annual return, cost of raising funds: 2.5% of total income — below the median for charities its size (5.3%) (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.

Trustees · trustee networks

• 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

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 BATH AND NORTH EAST SOMERSET CARERS CENTRE.

• BATH AND NORTH EAST SOMERSET CARERS CENTRE income £806k
• AGE CONCERN SLOUGH AND BERKSHIRE EAST income £1.6m
• AGE UK BIRMINGHAM LIMITED income £1.7m
• OFF THE RECORD - BATH & NORTH EAST SOMERSET income £998k
• AGE UK LEICESTER SHIRE AND RUTLAND LIMITED income £8.1m
• SOMERSET COUNSELLING CENTRE income £476k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.