Age UK North Cumbria
Promoting the wellbeing of people over the age of 50 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 BR DEEMED BY LAW TO BE CHARITABLE IN AND AROUND CARLISLE AND EDEN DISTRICTS OR OTHERWISE IN THE COUNTY OF CUMBRIA (HEREINAFTER CALLED THE AREA OF BENEFIT)
Financial health, per its FY2025 accounts
The accounts state that the charity reported a surplus of £84,498 for the year ended 31 March 2025, with total incoming resources of £1,133,217 against outgoing resources of £1,049,450. Per the trustees' report, total reserves stood at £1,615,228, of which £931,630 were unrestricted, a figure the trustees noted was marginally less than their policy target of one year's expenditure per service. 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
“The number of employees whose annual remuneration was more than £60,000 is as follows: 2025 Number £60,000-£69,999 1” — page 28
“The number of employees whose annual remuneration was more than £60,000 is as follows: 2025 Number £60,000-£69,999 1” — page 28
“These reserves are currently marginally less than those required to be in line with the charity's reserve policy.”
“The Charity's trading subsidiary company, Age UK Carlisle & Eden Enterprises Limited, was dissolved on 1st April 2025.” — page 37
Year-over-year changes
- Top pay band moved from Over £60,000 (FY2024) to £60,001 - £70,000 (FY2025).
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- 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
- 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: £384,773 — grants £384,773 (10); 34% of the £1,133,217 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 180
- Government income: £286,337 — grants £286,337 (6); 31% of the £925,539 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 180
- Government income: £193,201 — grants £193,201 (2); 24% of the £820,312 total gross income on the same return
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (08/01/2020)
- Received assets from another charity (08/11/2012)
- Received assets from another charity (07/11/2012)
Trustees
- Stuart David Irvingchair
- Alison Hampson
- Andrew Hilton Shekell
- BRENDA MARY HILL
- Chris Fuller
- Jeanie McAdam Pasley
- Jonathon Charles Wood
- Niall McNulty
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.1m | £1.0m |
| 31/03/2024 | £926k | £864k |
| 31/03/2023 | £820k | £794k |
| 31/03/2022 | £630k | £664k |
| 31/03/2021 | £768k | £587k |
Common questions
Is Age UK North Cumbria financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a surplus of £84,498 for the year ended 31 March 2025, with total incoming resources of £1,133,217 against outgoing resources of £1,049,450. Per the trustees' report, total reserves stood at £1,615,228, of which £931,630 were unrestricted, a figure the trustees noted was marginally less than their policy target of one year's expenditure per service. 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 Saint & Co..
What does the highest-paid employee of Age UK North Cumbria earn?
Per its FY2025 accounts, the highest-paid employee was in the £60,001 - £70,000 band, and 1 employees earned over £60,000.
Who funds Age UK North Cumbria?
Funders whose own accounts filings name Age UK North Cumbria as a grant recipient include THE HADFIELD CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE HADFIELD CHARITABLE TRUST | FY2025 | £5k | The Elderly |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 15/12/2023 | £19k | Wellbeing and Home |
| The National Lottery Community Fund | 22/04/2020 | £10k | Support beyond Covid-19 |
| The National Lottery Community Fund | 21/02/2019 | £45k | P.A.L. - Prevention Against Loneliness |
| The National Lottery Community Fund | 04/06/2015 | £464k | Rural Eden and Carlisle HealthWatch (REACH) |
| The National Lottery Community Fund | 13/08/2014 | £10k | Replacement of obsolete IT Hardware and Software |
| Northern Rock Foundation | 10/03/2009 | £152k | Grant awarded to Age UK Carlisle and Eden (Cumbria) |
| Northern Rock Foundation | 10/10/2006 | £102k | Grant awarded to Age Concern Carlisle and Eden (Cumbria) |
| Northern Rock Foundation | 09/12/2003 | £64k | Grant awarded to Age Concern Carlisle and Eden (Cumbria) |
| Northern Rock Foundation | 18/03/2003 | £59k | Grant awarded to Age Concern Carlisle and Eden (Cumbria) |
| Northern Rock Foundation | 13/02/2001 | £32k | Grant awarded to Age Concern Carlisle and Eden (North West) |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| AGE UK | 4 | £1.1m |
| THE HEADLEY TRUST | 1 | £150k |
| THE BALLINGER CHARITABLE TRUST | 1 | £80k |
| CHARITY OF SIR RICHARD WHITTINGTON | 1 | £60k |
| THE RAYNE FOUNDATION | 1 | £20k |
| QUARTET COMMUNITY FOUNDATION | 1 | £15k |
| THE REED FOUNDATION | 1 | £8k |
| THE MICHAEL AND ILSE KATZ FOUNDATION | 1 | £6k |
Charities like this
- AGE UK NORTHUMBERLAND
- Age UK Newcastle and North Tyneside
- Age UK South Cumbria LTD
- Age UK Enfield
- AGE UK BERKSHIRE
- AGE UK CROYDON
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| Age UK North Cumbria | £1.1m | £60,001 - £70,000 | 1 | below | — | no doubt |
| AGE UK NORTHUMBERLAND | £6.8m | £70,001 - £80,000 | 1 | within | — | no doubt |
| Age UK Newcastle and North Tyneside | £10.3m | — | — | above | — | no doubt |
| Age UK South Cumbria LTD | £2.7m | £60,001 - £70,000 | 1 | below | — | no doubt |
| Age UK Enfield | £2.0m | — | 0 | below | — | no doubt |
| AGE UK BERKSHIRE | £1.3m | — | 0 | unclear | — | no doubt |