AGE CONCERN CARLTON AND DISTRICT
A dynamic and unique local charity with a sound track record of delivering quality services and support aimed at improving the health and well being of older people. With over 50 volunteers the organisation works on a low cost sustainable funding basis to deliver high quality services including Social & Activities Day Care, Lunch Clubs, Pop - In, Holidays & Outings, Arts & Crafts and Information.
Objects
TO PROMOTE THE WELFARE OF THE AGED IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE WITHIN THE AREA BOUNDED BY THE GELDING BOROUGH BOUNDARY WITH THE CITY OF NOTTINGHAM IN THE WEST AND THE SOUTH AND BOUNDED BY MAPPERLEY PLAINS IN THE NORTH AND THE BOUNDARY WITH NEWARK AND SHERWOOD DISTRICT COUNCIL IN THE EAST.
Financial health, per its FY2025 accounts
The accounts state that expenditure exceeded income by nearly £20,000 for the year ended 30 September 2025, resulting in a net decrease in funds. The trustees acknowledge that reserves are low and aim to build them up to a target equivalent to 26 weeks of expenditure. The charity faces challenges regarding building investment and rising costs, relying heavily on volunteers and a charity shop for income.
What the accounts disclose
“Our main source of income is generated through our charity shop which is run by a manager and a team of thirty-five dedicated volunteers. Sales have again remained stable despite a drop in the price of rags and competition from Vinted, EBay and many other on-line sites used by individuals to sell items.” — page 5
“We recognise that our reserves are still low but are trying hard to build these up, the aim being to have reserves equivalent to 26 weeks.”
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
- 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
Register events
- Received assets from another charity (13/12/2022)
Trustees
- David Beardsall
- Edwina Mary Grice
- JULIE CARVER-SMITH
- Karen Elisabeth Highfield Taylor
- Seamus Martin Creamer
- Simon Patrick Tipping
- Timothy Richard Beaver
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £244k | £264k |
| 30/09/2024 | £274k | £260k |
| 30/09/2023 | £259k | £257k |
| 30/09/2022 | £231k | £225k |
| 30/09/2021 | £230k | £226k |
Common questions
Is AGE CONCERN CARLTON AND DISTRICT financially healthy?
Per its FY2025 accounts: The accounts state that expenditure exceeded income by nearly £20,000 for the year ended 30 September 2025, resulting in a net decrease in funds. The trustees acknowledge that reserves are low and aim to build them up to a target equivalent to 26 weeks of expenditure. The charity faces challenges regarding building investment and rising costs, relying heavily on volunteers and a charity shop for income. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 20/05/2024 | £20k | The Mayfield sustainability repairs |
| The National Lottery Community Fund | 26/11/2021 | £57k | Befriending Older Adults in Carlton & District |
| The National Lottery Community Fund | 12/03/2021 | £8k | Telephone Befriending Older Adults in Carlton & District |
| UK government | 01/09/2020 | £10k | Coronavirus Community Support Fund |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| IMPETUS - THE PRIVATE EQUITY FOUNDATION | 1 | £400k |
| WALES COUNCIL FOR VOLUNTARY ACTION | 1 | £384k |
| THE YOUTH ENDOWMENT FUND CHARITABLE TRUST | 1 | £337k |
| THE JECDA FOUNDATION | 1 | £234k |
| THE ROAN CHARITABLE TRUST | 1 | £80k |
| THE CHRISTOPHER AND HENRY OLDFIELD TRUST | 1 | £75k |
| CHK Foundation | 1 | £45k |
| PEACOCK CHARITABLE TRUST | 1 | £39k |
Charities like this
- AGE CONCERN VOLUNTARY ASSOCIATION FOR THE ELDERLY MERSTHAM, REDHILL AND REIGATE
- RICHMOND HILL ELDERLY ACTION LIMITED
- DOSTIYO- ASIAN WOMEN AND GIRLS ORGANISATION
- ST MARYS CARE CENTRE
- MILEN CARE
- OUR CENTRE
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| AGE CONCERN CARLTON AND DISTRICT | £244k | — | 0 | below | — | no doubt |
| AGE CONCERN VOLUNTARY ASSOCIATION FOR THE ELDERLY MERSTHAM, REDHILL AND REIGATE | £183k | — | 0 | above | — | no doubt |
| RICHMOND HILL ELDERLY ACTION LIMITED | £227k | — | 0 | within | — | no doubt |
| DOSTIYO- ASIAN WOMEN AND GIRLS ORGANISATION | £209k | — | 0 | unclear | — | no doubt |
| ST MARYS CARE CENTRE | £162k | — | 0 | unclear | — | no doubt |
| MILEN CARE | £137k | — | 0 | unclear | — | no doubt |