AGE CONCERN NEWBURY AND DISTRICT
Luncheon club, meals on wheels, hairdressing salon and centre events
Objects
TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND NEWBURY
Financial health, per its FY2025 accounts
The accounts state that the charity incurred a net expenditure of £55,419 for the year, driven by unsustainable subsidy levels for meal provision and significant building maintenance costs following a central heating breakdown. To mitigate these losses, the charity utilized the entire uplift in investment values, which the trustees note is not guaranteed every year. Despite the operational deficit, total unrestricted and restricted funds remain substantial at £1,126,936.
What the accounts disclose
“The charity's policy is to maintain sufficient reserves to maintain and develop those activities which are in line with the objectives of the charity.” — page 4
“During the year, donations of £46,500 (2024: £5,000) were received from the Wilmington Trust towards the work of Age Concern Newbury and District. Joanna Reed is a trustee of the charity and is a trustee of the Wilmington Trust.” — page 25
“Services valued at £2,155 were provided to the charity by an LLP to which one Trustee is connected.” — page 25
“During the year, donations of £46,500 (2024: £5,000) were received from the Wilmington Trust towards the work of Age Concern Newbury and District. Joanna Reed is a trustee of the charity and is a trustee of the Wilmington Trust.” — page 25
“Services valued at £2,155 were provided to the charity by an LLP to which one Trustee is connected.” — page 25
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
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting 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 30/09/2025
- Volunteers: 45
- Government income: £5,000 — grants £5,000 (1); under 1% of the £543,305 total gross income on the same return
Self-declared on the annual return for the financial year ending 30/09/2024
- Volunteers: 50
- Government income: £27,465 — grants £27,465 (5); 8% of the £361,960 total gross income on the same return
Self-declared on the annual return for the financial year ending 30/09/2023
- Volunteers: 60
Funders the charity credits
- Arts Society Newbury
- West Berkshire Council
- Newbury Lions
Property (HM Land Registry)
Structured financials (annual return, FY ending 30/09/2025)
Register events
- Received assets from another charity (25/02/2021)
Trustees
- Margaret Letitia Paynechair
- Andrew Gordon Crompton
- Dr Bruce Baird Letham
- JONATHAN HOPSON
- Joanna Sarah Reed
- Jolyon Paul Barton
- Paul Edward Burke
- Thomas Hornby Graham Cooper
- Vaughan John Miller
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £543k | £671k |
| 30/09/2024 | £362k | £455k |
| 30/09/2023 | £355k | £450k |
| 30/09/2022 | £323k | £366k |
| 30/09/2021 | £263k | £327k |
Common questions
Is AGE CONCERN NEWBURY AND DISTRICT financially healthy?
Per its FY2025 accounts: The accounts state that the charity incurred a net expenditure of £55,419 for the year, driven by unsustainable subsidy levels for meal provision and significant building maintenance costs following a central heating breakdown. To mitigate these losses, the charity utilized the entire uplift in investment values, which the trustees note is not guaranteed every year. Despite the operational deficit, total unrestricted and restricted funds remain substantial at £1,126,936. Its FY2025 accounts were independently examined.
Who funds AGE CONCERN NEWBURY AND DISTRICT?
Funders whose own accounts filings name AGE CONCERN NEWBURY AND DISTRICT as a grant recipient include COLEFAX CHARITABLE TRUST, THE DAVID BROWNLOW CHARITABLE FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| COLEFAX CHARITABLE TRUST | FY2025 | £5k | |
| THE DAVID BROWNLOW CHARITABLE FOUNDATION | FY2025 | £3k | Local donations |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| UK government | 25/06/2020 | £15k | Coronavirus Community Support Fund |
| The National Lottery Community Fund | 23/03/2020 | £10k | Purchase of replacement 2nd hand minibus |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SIR JULES THORN CHARITABLE TRUST | 2 | £6k |
| BERKSHIRE COMMUNITY FOUNDATION | 1 | £15k |
| Waterside Community Fund | 1 | £11k |
| ARMED FORCES COVENANT FUND | 1 | £10k |
| THE EDWARD GOSTLING FOUNDATION | 1 | £10k |
| THE MCCARTHY & STONE CHARITABLE FOUNDATION | 1 | £7k |
| CLAN TRUST LIMITED | 1 | £6k |
| THE GROCERS' CHARITY | 1 | £5k |
Charities like this
- AGE CONCERN HAYLING ISLAND
- AGE CONCERN READING
- AGE CONCERN TWYFORD & DISTRICT
- AGE CONCERN MID MERSEY
- AGE CONCERN CHELMSFORD
- AGE CONCERN NORTH NORFOLK
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| AGE CONCERN NEWBURY AND DISTRICT | £543k | — | 0 | above | — | no doubt |
| AGE CONCERN HAYLING ISLAND | £27k | — | 0 | unclear | — | no doubt |
| AGE CONCERN READING | £295k | — | 0 | below | — | no doubt |
| AGE CONCERN TWYFORD & DISTRICT | £253k | Under £60,000 | 0 | unclear | — | no doubt |
| AGE CONCERN MID MERSEY | £436k | Under £60,000 | 0 | unclear | — | no doubt |
| AGE CONCERN CHELMSFORD | £57k | — | — | unclear | — | no doubt |