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

Objects

THE OBJECTS FOR WHICH THE CHARITY (THE OBJECTS) IS ESTABLISHED AND TO WHICH IT IS SPECIFICALLY RESTRICTED ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AND/OR THE PUBLIC IN AND AROUND CUMBRIA MORECAMBE BAY FOOTPRINT (THE 'AREA OF BENEFIT')1. PREVENTING AND RELIEVING THE POVERTY OF OLDER PEOPLE;2.ADVANCING EDUCATION3. PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL)4. PROMOTING EQUALITY AND DIVERSITY5. PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS, AND ESPECIALLY IN RELATION TO AGE DISCRIMINATION;6. ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSIN AND OTHERE DISADVANTAGE;7. THE ADVANCEMENT OF CITIZENSHIP OR COMMUNITY DEVELOPMENT; AND8. SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE, AND THE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL-BEING OF OLDER PEOPLE.

Area of benefit: CUMBRIA MORECAMBE BAY FOOTPRINT

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 · website · Get email alerts

Registered contact address: Westmorland and Furness, North West, England (from the postcode on the register)

Financial health, per its FY2026 accounts

The charity reported a surplus of £256,553 for the year ended 31 March 2026, driven by a significant increase in income to £2,720,284. However, free reserves decreased to £182,089, falling below the trustees' stated policy target of £673,882. The accounts state there are no material uncertainties regarding the charity's ability to continue as a going concern.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Stables Thompson & Briscoe. Discloses 6 of 6 completeness components.

Year-over-year changes

• Employees paid over £60,000: 0 (FY2025) → 1 (FY2026).

Comparing this charity’s FY2025 and FY2026 accounts as analysed by this site.

In its annual return the charity told the Commission it is also regulated by: Care Quality Commission; Financial Conduct Authority. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or 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
• Campaigns and political activity 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

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.

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 31/03/2026)

Reported reserves equal ~0.9 months of spending — in the bottom quarter for charities its size (median 4.7 months; benchmarks).

Per its annual return, cost of raising funds: 49.5% of total income — above the 90th percentile for charities its size (median 5.3%) (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.

Trustees · trustee networks

• 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

Known funders

Grants to this charity found in funders’ own accounts filings.

Grants marked “Unverified read” were flagged by automated checks as possibly misread from the funder’s filed accounts. They are listed, but left out of the totals, counts and funder relationships this site computes.

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.

• Age UK North Cumbria income £1.1m
• Age UK South Gloucestershire Ltd income £871k
• AGE UK BERKSHIRE income £1.3m
• AGE UK NORTHUMBERLAND income £6.8m
• AGE UK TORBAY income £869k
• Age UK Lincolnshire income £5.1m

Side by side with its peers

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