AGE UK BROMSGROVE REDDITCH AND WYRE FOREST
Provision of services for older people in the Council areas of Wyre Forest, Bromsgrove and Redditch.Services include Help at Home, Befriending, Social Activities, Information and Advice.
Objects
THE OBJECTS FOR WHICCH THE CIO (THE "OBJECTS") IS ESTABLISHED AND TO WHICH IT IS SPECIFICALLY RESTRICTED ARE TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR IN AND AROUND THE AREA OF BENEFIT:1) PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE2) ADVANCING EDUCATION FOR OLDER PEOPLE3) PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL)4) PROMOTING EQUALITY AND DIVERSITY IN RELATION TO OLDER PEOPLE5) ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE AND6) TO PROMOTE SUCH OTHER CHARITABLE PURPOSES (WHICH MAY BE FOR THE BENEFIT OF PERSONS OTHER THAN OLDER PEOPLE) AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE WHERE SUCH PURPOSES ARE DIRECTLY OR INDIRECTLY ALIGNED TO OR FURTHER ANY ONE OR MORE OF THE ABOVE
Financial health, per its FY2025 accounts
The accounts state that the charity generated a planned deficit of £73,040 for the year ended 31 March 2025, with total income of £1,271,846 and total expenditure of £1,344,886. Per the trustees' report, unrestricted reserves stood at £956,932, which is below the stated policy target of three months' worth of running costs available in free reserves.
What the accounts disclose
“Our policy is that to allow the Charity to be managed efficiently, it needs to have at least three months’ worth of running costs available in free reserves.”
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
Leadership, per the charity’s website
- Amanda Allen — CEO
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (25/06/2018)
- Received assets from another charity (08/04/2018)
Trustees
- Dr Jonathan Abraham Shapirochair
- Adam Christopher McLaughlin
- Gail Malkin
- James Owen Godsall
- Lucy Chatwin
- Luke William Townsend
- Lynsey Victoria Breeze
- Shirley Anne Webb
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.3m | £1.3m |
| 31/03/2024 | £1.2m | £1.3m |
| 31/03/2023 | £1.2m | £1.1m |
| 31/03/2022 | £1.1m | £877k |
| 31/03/2021 | £939k | £747k |
Common questions
Is AGE UK BROMSGROVE REDDITCH AND WYRE FOREST financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a planned deficit of £73,040 for the year ended 31 March 2025, with total income of £1,271,846 and total expenditure of £1,344,886. Per the trustees' report, unrestricted reserves stood at £956,932, which is below the stated policy target of three months' worth of running costs available in free reserves. Its FY2025 accounts were audited by Ormerod Rutter Limited.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 29/06/2023 | £72k | Befriending - Helping our communities to stay connected |
| The National Lottery Community Fund | 25/03/2021 | £31k | Befriending - Helping our communities to 'reconnect' post Covid-19 |
| The National Lottery Community Fund | 25/02/2020 | £10k | Developing Home Visits as part of Age UK BRWF's Information & Advice Service |
| The National Lottery Community Fund | 21/09/2018 | £10k | Befriending & Care Calls Coordinator |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| AGE UK | 4 | £766k |
| CHARITY OF SIR RICHARD WHITTINGTON | 2 | £110k |
| SIR JULES THORN CHARITABLE TRUST | 2 | £8k |
| SKIPTON BUILDING SOCIETY CHARITABLE FOUNDATION | 2 | £6k |
| THE HEADLEY TRUST | 1 | £57k |
| THE LONDON MARATHON CHARITABLE TRUST LIMITED | 1 | £40k |
| WESTMINSTER AMALGAMATED CHARITY | 1 | £27k |
| HYDE PARK PLACE ESTATE CHARITY | 1 | £23k |
Charities like this
- AgeUK Worcester,Malvern Hills & Hereford Localities
- AGE UK SHROPSHIRE TELFORD & WREKIN
- AGE UK COVENTRY AND WARWICKSHIRE
- AGE UK REDBRIDGE, BARKING AND HAVERING LTD
- AGE UK BRISTOL
- THE UNITED CHARITIES
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| AGE UK BROMSGROVE REDDITCH AND WYRE FOREST | £1.3m | — | 0 | unclear | — | no doubt |
| AgeUK Worcester,Malvern Hills & Hereford Localities | £2.8m | — | — | above | — | no doubt |
| AGE UK SHROPSHIRE TELFORD & WREKIN | £2.9m | — | 0 | unclear | 2.0% | no doubt |
| AGE UK COVENTRY AND WARWICKSHIRE | £4.7m | £90,001 - £100,000 | — | above | — | no doubt |
| AGE UK REDBRIDGE, BARKING AND HAVERING LTD | £1.2m | £60,001 - £70,000 | 1 | unclear | — | no doubt |
| AGE UK BRISTOL | £1.0m | — | 0 | unclear | — | no doubt |