AGE CONCERN LUTTERWORTH AND DISTRICT
Lutterworth's Age Concern working for people in later life of Lutterworth and the surrounding villages, making later life a fulfilling and enjoyable experience, aiming to combat isolation and loneliness. The charity provides a wide range of social activities weekly or monthly. We also signpost advice and information on a variety of subjects. A Lutterworth charity working for Lutterworth people.
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 THE "OLD RURAL DISTRICT COUNCIL AREA"
Financial health, per its FY2026 accounts
The accounts state that unrestricted reserves were £150,609 at year-end, which is above the trustees' stated policy target of £105,000 (covering 9 months of costs). The charity reported a net incoming resource surplus of £785 for the year, indicating stable financial management despite rising operational costs.
What the accounts disclose
“the Trustees consider it necessary to establish financial reserves for costs over a 9-month period of £105,000”
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
- 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
- Volunteer management
Trustees
- CAROL SCHOLESchair
- Helen Sowerby
- Helen Yvonne Potter
- Philip Weller
- Roger Platt
- Sarah Simms
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £172k | £181k |
| 31/03/2025 | £207k | £208k |
| 31/03/2024 | £180k | £161k |
| 31/03/2023 | £167k | £178k |
| 31/03/2022 | £196k | £142k |
Common questions
Is AGE CONCERN LUTTERWORTH AND DISTRICT financially healthy?
Per its FY2026 accounts: The accounts state that unrestricted reserves were £150,609 at year-end, which is above the trustees' stated policy target of £105,000 (covering 9 months of costs). The charity reported a net incoming resource surplus of £785 for the year, indicating stable financial management despite rising operational costs. Its FY2026 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 07/06/2012 | £718 | 50th Birthday Celebrations |
| The National Lottery Community Fund | 17/03/2006 | £2k | Booket to celebrate lives of older people |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| AGE UK | 2 | £572k |
| BEDFORDSHIRE AND LUTON COMMUNITY FOUNDATION | 1 | £136k |
| THE AMATEURS TRUST | 1 | £95k |
| JOHN SWIRE 1989 CHARITABLE TRUST | 1 | £76k |
| CHARITY OF RICHARD CLOUDESLEY | 1 | £76k |
| THE EARL OF NORTHAMPTON'S CHARITY | 1 | £60k |
| THE DERBYSHIRE ENVIRONMENTAL TRUST LIMITED | 1 | £42k |
| NORFOLK COMMUNITY FOUNDATION | 1 | £25k |
Charities like this
- AGE CONCERN, LUTON
- LUTTERWORTH ATHLETIC FOOTBALL CLUB
- AGE CONCERN ISLE OF WIGHT
- AGE CONCERN ISLINGTON
- AGE CONCERN NORFOLK
- AGE CONCERN CREDITON
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| AGE CONCERN LUTTERWORTH AND DISTRICT | £172k | — | — | unclear | — | no doubt |
| AGE CONCERN, LUTON | £740k | — | 0 | above | — | no doubt |
| LUTTERWORTH ATHLETIC FOOTBALL CLUB | £1.3m | — | 0 | unclear | — | no doubt |
| AGE CONCERN ISLE OF WIGHT | £1.3m | — | 0 | above | — | no doubt |
| AGE CONCERN ISLINGTON | £2.2m | — | — | unclear | — | no doubt |
| AGE CONCERN NORFOLK | £1.0m | — | 0 | above | — | no doubt |