AgeUK Worcester,Malvern Hills & Hereford Localities
The relief of older people in any manner which now is, or hereafter may be deemed to be charitable, within the area of benefit.
Objects
TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE WITHIN WORCESTER AND DISTRICT.
Financial health, per its FY2025 accounts
The accounts state that total income increased to £2.75 million, driven by higher retail sales and grant income, resulting in a small net income of £4,038. The charity maintains free reserves of £1,898,833, which the trustees confirm are sufficient to cover eight months of total expenditure, exceeding their stated policy target of six months. The independent auditors reported 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
“The Reserves Policy is to have free reserves (unrestricted funds excluding fixed assets) of at least six months’ total revenue expenditure.” — page 8
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
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (06/08/2026)
Trustees
- ANTHONY BUTTANSHAW
- Abigail Ellen Clevely
- Collette Marie Clifford
- DAVID DEWINTON KITCAT
- HAZEL SHERWOOD
- Helena Rebecca Herklots
- Jack Alexander Markiewicz
- John McKenzie
- Simon Leslie Shorrick
- Stephen Francis Edmund Bartholomew
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £2.8m | £2.8m |
| 31/03/2024 | £2.1m | £1.9m |
| 31/03/2023 | £1.4m | £1.3m |
| 31/03/2022 | £1.2m | £982k |
| 31/03/2021 | £1.7m | £532k |
Common questions
Is AgeUK Worcester,Malvern Hills & Hereford Localities financially healthy?
Per its FY2025 accounts: The accounts state that total income increased to £2.75 million, driven by higher retail sales and grant income, resulting in a small net income of £4,038. The charity maintains free reserves of £1,898,833, which the trustees confirm are sufficient to cover eight months of total expenditure, exceeding their stated policy target of six months. The independent auditors reported 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 Richards Sandy Audit Services Limited.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 22/10/2021 | £9k | Creative Friends |
| UK government | 25/09/2020 | £9k | Coronavirus Community Support Fund |
| The National Lottery Community Fund | 30/04/2020 | £8k | Food and friendship |
| The National Lottery Community Fund | 04/01/2019 | £10k | Cafe Connect |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| AGE UK | 6 | £1.2m |
| CLARK FOUNDATION | 1 | £70k |
| THE NANI HUYU CHARITABLE TRUST | 1 | £66k |
| CHARITY OF SIR RICHARD WHITTINGTON | 1 | £62k |
| THE 29TH MAY 1961 CHARITY | 1 | £15k |
| THE GEORGE CADBURY TRUST (GEORGE HENRY T AND LAURENCE J CADBURY SECTIONS) | 1 | £15k |
| THE ROGER & DOUGLAS TURNER CHARITABLE TRUST | 1 | £15k |
| WILLIAM ADLINGTON CADBURY CHARITABLE TRUST | 1 | £10k |
Charities like this
- AGE UK COVENTRY AND WARWICKSHIRE
- AGE UK BERKSHIRE
- AGE UK BIRMINGHAM LIMITED
- AGE UK BROMSGROVE REDDITCH AND WYRE FOREST
- AGE UK HERTFORDSHIRE
- AGE UK MILTON KEYNES
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| AgeUK Worcester,Malvern Hills & Hereford Localities | £2.8m | — | — | above | — | no doubt |
| AGE UK COVENTRY AND WARWICKSHIRE | £4.7m | £90,001 - £100,000 | — | above | — | no doubt |
| AGE UK BERKSHIRE | £1.3m | — | 0 | unclear | — | no doubt |
| AGE UK BIRMINGHAM LIMITED | £1.7m | £60,001 - £70,000 | 1 | above | — | no doubt |
| AGE UK BROMSGROVE REDDITCH AND WYRE FOREST | £1.3m | — | 0 | unclear | — | no doubt |
| AGE UK HERTFORDSHIRE | £5.5m | — | — | within | — | no doubt |