Age UK South Cumbria LTD
Registered charity 1141415 · accounts filings on the Charity Commission register · also known as AGE UK SOUTH LAKELAND
Age UK South Cumbria works with local older people to help them retain their independence and exercise real choice in their lives.We deliver services that help to meet the needs of older people and fit with the other services in communitiesWe inform and advise older people of their rights and optionsWe advocate for and on behalf of older people on issues which matter to them as individuals
Causes: General Charitable Purposes · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that the charity generated a surplus of £21,277 for the year ended 31 March 2025, with total income of £2,001,626 and total expenditure of £1,986,198. Per the trustees' report, free reserves decreased from £373,613 to £298,772, which remains above the stated policy target of £561,000 is incorrect; the text states the core holding is £561,000 but free reserves are £298,772, indicating reserves are below the target.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves position: below the charity's own stated reserves policy (held: £299k)
“This left £907,167 of which £47,395 represented restricted funds, and £561,000 the core holding so that free reserves had decreased in the year from £373,613 to £298,772.” — page 7
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by Stables Thompson & Briscoe. Discloses 4 of 6 completeness components.
Property (HM Land Registry)
3 registered titles in England and Wales held by the charity’s company or corporate body (1 freehold); recorded price paid £430k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.
Structured financials (annual return, FY ending 31/03/2025)
Cost of raising funds
£1.1m
Reported reserves equal ~1.8 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).
Per its annual return, largest income source: Other trading activities (76% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.
Per its annual return, cost of raising funds: 56.6% of total income — above the 90th percentile for charities its size (median 5.2%) (benchmarks).
Register events
- Received assets from another charity (05/12/2025) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- Received assets from another charity (14/07/2023) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- Received assets from another charity (24/09/2021) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- Received assets from another charity (08/01/2020) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- Received assets from another charity (23/01/2013) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- Charis Mary Twistchair
- Amy Pearman
- Brian John McCann · trustee of 1 other charity
- Oliver Henry Pearson
- Patricia Leahy
Trustee list from the Charity Commission register (current, not historical).
Operates in: Cumbria
Income and spending
Common questions
Is Age UK South Cumbria LTD financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a surplus of £21,277 for the year ended 31 March 2025, with total income of £2,001,626 and total expenditure of £1,986,198. Per the trustees' report, free reserves decreased from £373,613 to £298,772, which remains above the stated policy target of £561,000 is incorrect; the text states the core holding is £561,000 but free reserves are £298,772, indicating reserves are below the target. Its FY2025 accounts were audited by Stables Thompson & Briscoe.
Who funds Age UK South Cumbria LTD?
Funders whose own accounts filings name Age UK South Cumbria LTD as a grant recipient include THE RAYNE FOUNDATION, THE FRIEDA SCOTT CHARITABLE TRUST.
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 North Cumbria.
Side by side with its peers
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