Age UK Somerset

Analysis

Age UK Somerset is a registered charity in England and Wales, based in Somerset. It was registered in December 1992, 34 years ago. Its declared purposes cover general charitable purposes, which this site groups under grant-making and general purposes. Legally it is a charitable company (Companies House number 02717676). It says it provides human resources, provides services and provides advocacy/advice/information.

In the financial year ending March 2025, Age UK Somerset reported income of £948k and spending of £1.0m, spending 106% of what it took in. Across the 5 years on record, from March 2021 to March 2025, income grew from £659k to £948k (+44%), an average of +9.5% a year. The sharpest change came in the year to March 2023, when income rose by 35%. Over the whole period it spent 100% of the income it received.

Among 5,976 England and Wales charities whose main cause is grant-making and general purposes and that reported income, Age UK Somerset sits at the 95th percentile: it is larger than about 95% of them. Against every charity in England and Wales with reported income it ranks in the 93rd percentile. Charities of a similar size with the same main cause include The Mahoro Charitable Trust (£947k), Bristol Citizens Advice Bureau (£951k) and Bexley Voluntary Service Council Limited (£938k).

In its latest detailed accounts, income came from charitable activities 86%, donations and legacies 11% and investments 2.6%. Gifts in wills alone brought in £30k. Charitable activities took 97% of spending and raising funds 0.0%. Reserves of £295k would cover about 3 months of spending at that rate. It employed 17 people.