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Data for financial year ending 31 March 2018

Age Uk South Lakeland

  • Income

    £2.2M

  • Spending

    £2.2M

  • Status

    Up-to-date

Charity no. 1141415 Company no. 07540805

Contact details

Public address

  • Age Uk South Lakeland, 17 Finkle Street, Kendal, Cumbria, LA9 4AB

Aims & activities

Age UK South Lakeland 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 communities We inform and advise older people of their rights and options We advocate for and on behalf of older people on issues which matter to them as individuals

What the charity does

  • General charitable purposes

Who the charity helps

  • Elderly/old people

How the charity works

  • Provides services

Income and Endowments:

£2.2M

* £-13.3K investment gains(losses)

Expenditure:

£2.2M

Assets and liabilities

  • £624.7K Own use assets
  • £615.5K Long term investments
  • £0.0K Defined benefit pension scheme asset or liability
  • £256.7K Other assets
  • £123.0K Total liabilities
Financial history
Compliance history

Fundraising

Raises funds from the Public

Trading

This charity has one or more trading subsidiaries

Gift aid

Recognised by HMRC for gift aid

Charitable spending ratios

52%
49%
0%

Charitable 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 EDUCATION 3. PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL) 4. PROMOTING EQUALITY AND DIVERSITY 5. 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; AND 8. 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.

Governing document

MEMORANDUM AND ARTICLES INCORPORATED 23/02/2011 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 03 OCT 2017

Area of benefit

Cumbria Morecambe Bay Footprint

Organisation type

Standard registration

Policies

Risk management
Investment
Safeguarding vulnerable beneficiaries
Conflicts of interest
Volunteer management
Complaints handling
Paying staff

Land And Property

This charity owns and/or leases land or property.

Areas of operation

List of regions

  • Cumbria