REGISTERED COMPANY NUMBER: 03802384 (England and Wales)
REGISTERED CHARITY NUMBER: 1077339
REPORT OF THE TRUSTEES AND
FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025
FOR
AGE UK DONCASTER
UHY Calvert Smith LLP
Statutory Auditor
Chartered Accountants
Heritage House
Murton Way
Osbaldwick
North Yorkshire
YO19 5UW

AGE UK DONCASTER
CONTENTS OF THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
Report of the Trustees
Statement of Trustees' Responsibilities
Report of the Independent Auditors
Statement of Financial Activities
Balance Sheet
Cash Flow Statement
Notes to the Cash Flow Statement
Notes to the Financial Statements
Page
1 to
7
8
9 to
12
13
14
15
16
17 to 29

AGE UK DONCASTER
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2025
The trustees, who are also directors of the charity for the purposes of the Companies Act 2006, present their report
with the financial statements of the charity for the year ended 31 March 2025. The trustees have adopted th
provisions of Accounting and Reporting by Charities: Statement of Recommended Practice (FRS 102) effective
January 2019.
-1-

AGE UK DONCASTER
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2025
OBJECTIVES AND ACTIVITIES
Mission and aims
Age UK Doncaster's mission is to take the fear out of ageing by empowering and supporting older people in Doncaster
to live and age well.
As an organisation this requires us to:
- Maintain and create a range of offers that address the needs of older people in Doncaster;
- Have skilled and motivated employees and volunteers who are enabled to work effectively;
- Strengthen our position through profile-raising and income diversification;
- Safeguard the charity through effective governance and robust internal systems.
We operate activities aligned to local, regional and national priorities.
Significant activities
Services delivered in the home:
We continued to provide both Council-commissioned and private home care across Doncaster. Home Support services
such as cleaning, shopping and companionship were rebuilt during the year to create a sustainable model.Our Home
Care service remained safe, responsive, effective and well-led with no missed care calls, consistently positive Local
Authority audit outcomes, and full Care Quality Commission (CQC) inspection readiness. Policies and processes were
strengthened to ensure high-quality, person-centred care. Staff restructuring allowed greater flexibility and efficiency:
colleagues from Silver Link Centre were redeployed into Home Care to enhance capacity while reducing cost.
During the year, Age UK (National) funded research into our Home Support Service, providing valuable insight into the
needs and expectations of older people regarding non-regulated, home-based support.
This work helped us better understand the social, emotional and practical outcomes that beneficiaries seek from
services such as cleaning, shopping, companionship and befriending - which differ from those delivered through
our
CQC-regulated domiciliary care. The findings are informing how we redesign and position future home-based offers to
ensure they remain person-centred, sustainable and responsive to community need.
Services delivered in the community:
Silver Link Centre remained open, hosting dementia-friendly and ageing-well sessions while continuing to reduce
reliance on reserves by ensuring each activity is fully funded. The Keep in Mind (KiM) service, launched October 2023,
went from strength to strength. Although national workforce shortages affected recruitment and created waiting lists,
the team reduced delays and received excellent feedback from service users and commissioners alike.
We thank our KiM partners - Club Doncaster Foundation, Crossroads Care Rotherham and Doncaster, Royal Voluntary
Service, DARTS,
and Alzheimer's Society - who continue to co-deliver innovative, person-centred dementia
social-support services alongside
clinically focused input from RDaSH NHS Foundation Trust and Alzheimer's
Society. This partnership remains an exemplar of integrated community and clinical support for people affected by
dementia in Doncaster.
The Stronger Links wellbeing project came to a close during the year. While engagement levels were modest, the
project enabled us to support a number of clients and strengthen collaborative working with local partners in
Hexthorpe and Edlington. A key learning outcome was the recognition that sustained local presence and community
connection are essential when delivering in specific neighbourhood settings, and this learning will inform our future
approaches to community-based work.
The charity also continued delivery of the Circles service, supported by The National Lottery Community Fund.
We are grateful for the Fund's willingness to reshape the project in recognition of the pandemic's impact on the
original expected outcomes. This flexibility enabled us to continue meaningful support for older people while
gathering valuable data and client feedback that will inform future services.
We expect analysis of the final year's activity, extending into 2025, to provide essential insights that will shape new
projects about and with older people in Doncaster.
-2-

AGE UK DONCASTER
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2025
Information and advice!
Our Helpline remained the first point of access for all services and provided low-level advice and signposting. The
Information & Advice team offered specialist welfare-benefits guidance and form-filling, helping clients to maximise
income and improve financial wellbeing.
Public benefit
In setting objectives and planning activities, the trustees have had due regard to the Charity Commission's guidance
on public benefit. The trustees are satisfied that Age UK Doncaster's work fulfil its charitable purpose through:
- Supporting delivery of Doncaster's Dementia Strategy;
- Promoting quality advice for vulnerable residents via the Doncaster Advice Network;
- Collaborative ageing-well initiatives improving holistic wellbeing;
- Active participation in Team Doncaster and other multi-agency forums.
Volunteers and Trustees
Our trustees and volunteers remain vital to the charity's success. We continue to broaden the diversity of the Board
and manage succession carefully. Volunteers' insights inform service development, governance and community
During the year, Michael Green stepped down as a trustee after many years of valued service. Michael brought
personal experience as a volunteer and a strong commitment to good governance; we are delighted that he continues
to volunteer with Age UK Doncaster.
We were also pleased to welcome Vas Patel to the Board in June 2024. Vas brings significant skills and experience in
project and service delivery, further strengthening the Board's collective expertise and its understanding of
operational realities across the health and social care
-3-

AGE UK DONCASTER
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2025
ACHIEVEMENTS AND PERFORMANCE
During 2024-25 Age UK Doncaster continued to provide high-quality services in line with its charitable objects. Across
all projects we reached approximately 32.500 contacts, offering advice, support and care to older people, their
Through our Information & Advice service, clients secured new benefits income of approximately £200K +, with
reported outcomes including; clients reporting improved mental wellbeing; greater independence and confidence and
improved financial security.
Funding and Financial Performance
Delivery of contracted income has remained strong. However, identifying and securing new grant income has been
challenging in a competitive environment.
We remain grateful to our funders - The National Lottery Community Fund, Henry Smith Charity, Garfield Weston
Foundation, Doncaster City Council, South Yorkshire Integrated Care Board, Age UK (National), and individual donors -
for their continued confidence and support.
Social Value and Community Impact
Age UK Doncaster is committed to creating social, economic and environmental value alongside its core charitable
work, in line with our approved Social Value Statement (September 2025). We embed social value in day-to-day
activity across all services, ensuring our work benefits older people, the wider community and the environment in
ways proportionate to our size and resources.
During 2024-25 our social-value contribution was demonstrated through:
- People & wellbeing: reducing loneliness and helping older people gain confidence and independence through home
care, home support and community connection.
- Inclusion: accessible information, large-print materials and reasonable adjustments enabling more people to benefit.
- Community & volunteering: meaningful local volunteering roles and shared community spaces with partner
- Buying local & fair: using local/VCSE/SME and ethical suppliers wherever practical.
- Planet-smart basics: minimising travel, supporting hybrid working and maintaining low-waste operations.
We evidence social value through brief case studies and service data (clients supported, volunteers active, partnership
outcomes). These are reviewed annually and summarised here in line with our Social Value Policy and CHAS reporting
Health, Safety and Compliance
Age UK Doncaster continues to prioritise the health, safety and wellbeing of staff, volunteers, service users and
visitors. We maintain a comprehensive suite of health and safety policies reviewed regularly to ensure compliance
with legislation, CQC standards, HSE guidance and CHAS accreditation requirements. Regular internal audits, risk
assessments and external inspections are undertaken, and learning from these reviews informs continuous
improvement. Overall responsibility rests with the Chief Executive Officer, supported by the Head of Corporate
Resources and the Board of Trustees.
Property Use and Income Generation
During the year we rented the upper floor of our head office at Ten Pound Walk to the Doncaster Chamber of
Commerce. This arrangement, based on our strong working relationship with the Chamber, generated unrestricted
income and supported positive local collaboration. We will continue to explore opportunities to make best use of our
premises and resources to achieve both financial sustainability and social value.
-4-

AGE UK DONCASTER
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2025
PLANS FOR FUTURE PERIODS
Looking to the future, Age UK Doncaster will continue to deliver against its 2023-2026 Strategic Plan. During the
coming year we will reflect on our internal position and the external environment, focusing on the needs of our
approcates to develop our 2026-2029 strategy. Client ferback and co production wil shape our priorities and final
Given the current economic climate, robust financial governance will remain central to our work. We will strengthen
income generation and financial planning to protect services and reserves.
We recognise that marketing and communications are areas for development which seldom attract dedicated funding,
but which are vital to our visibility and sustainability. We will seek to re-energise these functions and enhance our
profile locally and regionally.
We are also determined to re-energise our volunteer offer, ensuring depth of support and greater involvement of
local people in the delivery of services and community activities.
FINANCIAL REVIEW
The results for the year are set out in the attached financial statements. The Statement of Financial Activities shows a
net deficit of £265,853. Total funds carried forward were £993,080 (2024: £1,258,933). Funds excluding those
represented by tangible fixed assets stood at £535,036.
Our three largest income streams remain commissioned services, grants and client income. We continued to receive
contract funding from Doncaster City Council and South Yorkshire ICB for Home Care services, alongside grant support
from our national and charitable partners noted above.
Investment Policy and Objectives
The investment portfolio is reviewed annually with our Investment Manager. The risk profile remains
Low-to-Moderate with an objective of income and growth, and all investments are ethically screened.
The Trustees review the reserves policy annually, Maintaining reserves equivalent to approximately six months'
expenditure continues to be considered appropriate to provide resilience and financial stability in the current
economic environment.
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governing document
The charity is governed by its Memorandum and Articles of Association, originally adopted 7 July 1999 and last
updated 26 February 2020. It is a company limited by guarantee under the Companies Act 2006.
Recruitment and Appointment of trustees
Trustee recruitment is ongoing to maintain a broad range of skills and experience. New trustees receive a
comprehensive induction and training programme.
Financial oversight
The Finance and Audit Sub-Committee meets bimonthly, with reports to the Board covering income, expenditure, cash
flow and risk.
Key management remuneration
Salaries are reviewed annually and approved by the Board of Trustees.
Associated organisation
Age UK Doncaster remains a founding guarantor member of CASEwork Services CIC, which provides shared finance
support and potential income generation opportunities.
-5-

AGE UK DONCASTER
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2025
STRUCTURE, GOVERNANCE AND MANAGEMENT
Risk management
The Board regularly reviews major risks and ensures appropriate controls and mitigations are in place to safeguard the
charity and its beneficiaries.
REFERENCE AND ADMINISTRATIVE DETAILS
Registered Company number
03802384 (England and Wales)
Registered Charity number
1077339
Registered office
Ten Pound Walk
Doncaster
South Yorkshire
DN4 5HX
Trustees
C Ellingworth
M Green (resigned 17/10/2024)
B R Leach
M J Ovington
LJ Rodgers
G M Stafford
C Batty
V Patel (appointed 27/6/2024)
Chief Executive Officer
G D Chimon
Company Secretary
G D Chimon
Auditors
UHY Calvert Smith LLP
Statutory Auditor
Chartered Accountants
Heritage House
Murton Way
Osbaldwick
York
North Yorkshire
YO19 5UW
Bankers
The Co-Operative Bank
31 St Sepulchre Gate
Doncaster
DN1 1TD
AUDITORS
The auditors, UHY Calvert Smith LLP, will be welcomed to tender for re-appointment at the forthcoming Annual
General Meeting
-6-

AGE UK DONCASTER
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2025
This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating
to small companies.
Approved by order of the board of trustes on 23 10 / 25
... and signed on its behalf by:
LJ Rodgers - Trustee
-7-

AGE UK DONCASTER
STATEMENT OF TRUSTEES' RESPONSIBILITIES
FOR THE YEAR ENDED 31 MARCH 2025
The trustees (who are also the directors of Age UK Doncaster for the purposes of company law) are responsible for
preparing the Report of the Trustees and the financial statements in accordance with applicable law and United
Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).
Company law requires the trustees to prepare financial statements for each financial year which give a true and fair
view of the state of affairs of the charitable company and of the incoming resources and application of resources,
including the income and expenditure, of the charitable company for that period. In preparing those financial
statements, the trustees are required to
• select suitable accounting policies and then apply them consistently;
- observe the methods and principles in the Charity SORP;
- make judgements and estimates that are reasonable and prudent;
- prepare the financial statements on the going concern basis unless it is inappropriate to presume that the
charitable company will continue in business.
The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any
time the financial position of the charitable company and to enable them to ensure that the financial statements
comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company
and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
In so far as the trustees are aware:
- there is no relevant audit information of which the charitable company's auditors are unaware; and
- the trustees have taken all steps that they ought to have taken to make themselves aware of any relevant audit
information and to establish that the auditors are aware of that information.

REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF
AGE UK DONCASTER
Opinion
We have audited the financial statements of Age UK Doncaster (the 'charitable company') for the year ended
31 March 2025 which comprise the Statement of Financial Activities, the Balance Sheet, the Cash Flow Statement and
(United Kingdom Generally Accepted Accounting Practice).
In our opinion the financial statements:
- give a true and fair view of the state of the charitable company's affairs as at 31 March 2025 and of its incoming
resources and application of resources, including its income and expenditure, for the year then ended;
- have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and
• have been prepared in accordance with the requirements of the Companies Act 2006.
We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law.
Our responsibilities under those standards are further described in the Auditors' responsibilities for the audit of the
financial statements section of our report. We are independent of the charitable company in accordance with the
ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC's Ethical
Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe
that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion
Conclusions relating to going concern
In auditing the financial statements, we have concluded that the trustees' use of the going concern basis of accounting
in the preparation of the financial statements is appropriate.
Based on the work we have performed, we have not identified any material uncertainties relating to events or
conditions that, individually or collectively, may cast significant doubt on the charitable company's ability to continue
as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.
Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant
sections of this report.
Other information
The trustees are responsible for the other information. The other information comprises the information included in
the Annual Report, other than the financial statements and our Report of the Independent Auditors thereon.
Our opinion on the financial statements does not cover the other information and, except to the extent otherwise
explicitly stated in our report, we do not express any form of assurance conclusion thereon.
In connection with our audit of the financial statements, our responsibility is to read the other information and, in
doing so, consider whether the other information is materially inconsistent with the financial statements or our
knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material
inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to
naterial misstatement in the financial statements themselves. If, based on the work we have performed, we conclude
that there is a material misstatement of this other information, we are required to report that fact. We have nothing
to report in this regard.
Opinions on other matters prescribed by the Companies Act 2006
In our opinion, based on the work undertaken in the course of the audit:
- the information given in the Report of the Trustees for the financial year for which the financial statements are
prepared is consistent with the financial statements; and
- the Report of the Trustees has been prepared in accordance with applicable legal requirements.
-9-

REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF
AGE UK DONCASTER
Matters on which we are required to report by exception
In the light of the knowledge and understanding of the charitable company and its environment obtained in the
course of the audit, we have not identified material misstatements in the Report of the Trustees.
We have nothing to report in respect of the following matters where the Companies Act 2006 requires us to report to
you if, in our opinion:
- adequate accounting records have not been kept or returns adequate for our audit have not been received from
branches not visited by us; or
- the financial statements are not in agreement with the accounting records and returns; or
- certain disclosures of trustees' remuneration specified by law are not made; or
- we have not received all the information and explanations we require for our audit; or
- the trustees were not entitled to take
advantage of the small companies exemption from the requirement to
prepare a Strategic Report or in preparing the Report of the Trustees.
Responsibilities of trustees
As explained more fully in the Statement of Trustees' Responsibilities, the trustees (who are also the directors of the
charitable company for the purposes of company law) are responsible for the preparation of the financial statements
and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is
necessary to enable the preparation of financial statements that are free from material misstatement, whether due to
fraud or error.
In preparing the financial statements, the trustees are responsible for assessing the charitable company's ability to
continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern
basis of accounting unless the trustees either intend to liquidate the charitable company or to cease operations, or
have no realistic alternative but to do so.
-10-

REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF
AGE UK DONCASTER
Our responsibilities for the audit of the financial statements
Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from
material misstatement, whether due to fraud or error, and to issue a Report of the independent Auditors that includes
our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in
accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from
fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to
influence the economic decisions of users taken on the basis of these financial statements.
The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:
Our approach to identifying and assessing the risks of material misstatement in respect of irregularities, including
fraud and non-compliance with laws and regulations, was as follows:
- we identified the laws and regulations applicable to the charity through discussions with management and trustees
and from our professional and sector experience; and
- we focused on specific laws and regulations which we considered may have a direct material effect on the financial
statements or the operations of the charity, including the Charities Act 2011;
- we assessed the extent of compliance with the laws and regulations identified above through making enquiries of
management and inspecting documentation.
We assessed the susceptibility of the charity's financial statements to material misstatement, including obtaining an
understanding of how fraud might occur by:
- making enquiries of management as to where they considered there was susceptibility to fraud, their knowledge of
actual, suspected and alleged fraud; and
- considering the internal controls in place to mitigate risks of fraud and non-compliance with laws and regulations.
To address the risk of fraud through management bias and override of controls, we:
- performed analytical procedures to identify any unusual or unexpected relationships;
- tested journal entries to identify unusual transactions;
- assessed whether judgements and assumptions made in determining the accounting estimates set out in note 2 were
indicative of potential bias; and
- investigated the rationale behind significant or unusual transactions.
In response to the risk of irregularities and non-compliance with laws and regulations, we designed procedures which
included, but were not limited to:
- agreeing financial statement disclosures to underlying supporting documentation; and
- reading the minutes of meetings of those charged with governance; and
- enquiring of management as to actual and potential litigation and claims.
Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those
leading to a material misstatement in the financial statements or non-compliance with regulation. This risk increases
the more that compliance with a law or regulation is removed from the events and transactions reflected in the
financial statements, as we will be less likely to become aware of instances of non-compliance. The risk is also greater
regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery,
collusion, omission or misrepresentation.
A further: description of our responsibilities for the audit of the financial statements is located on the Financial
Reporting Council's website at www.frc.org.uk/auditorsresponsibilities. This description forms part of our Report of
the Independent Auditors.
-11-

REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF
AGE UK DONCASTER
Use of our report
This report is made solely to the charitable company's members, as a body, in accordance with Chapter 3 of Part 16 of
the Companies Act 2006. Our audit work has been undertaken so that we might state to the charitable company's
members those matters we are required to state to them in an auditors' report and for no other purpose. To the
fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable
company and the charitable company's members as a body, for our audit work, for this report, or for the opinions we
have formed.
Harry Howley FCA MAAT (Senior Statutory Auditor)
forand on behalf of UHY Calvert Smith LLP
Statutory Auditor
Chartered Accountants
Heritage House
Murton Way
Osbaldwick
York
North Yorkshire
Date: 27/11/25
-12-

AGE UK DONCASTER
STATEMENT OF FINANCIAL ACTIVITIES
(INCORPORATING AN INCOME AND EXPENDITURE ACCOUNT)
FOR THE YEAR ENDED 31 MARCH 2025
INCOME AND ENDOWMENTS FROM
Donations and legacies
Charitable activities
Services delivered in the home
Services delivered in the community
Information and advice services
Investment income
Other income
Total
EXPENDITURE ON
Raising funds
Charitable activities
Services delivered in the home
Services delivered in the community
Information and advice services
Total
Net gains on investments
NET INCOME/(EXPENDITURE)
Transfers between funds
Net movement in funds
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
Notes
3
5
7
8
20
Unrestricted
funds
6,034
661,584
672,033
17,052
26,243
1,381,946
6,172
1,183,173
438,673
21,614
1,649,632
6,414
(261,272)
3,000
(258,272)
1,223,131
964,859
Restricted
funds
14,667
28,714
87,039
49,525
180,070
275
124,538
59,838
184,651
(4,581)
(3,000)
(7,581)
35,802
28,221
The notes form part of these financial statements
-13-
2025
Total
funds
20,701
690,298
758,072
49,525
17,052
26,368
1,562,016
6,172
1,183,448
563,211
81,452
1,834,283
6,414
(265,853)
(265,853)
1,258,933
993,080
2024
Total
funds
€
41,016
794,522
489,027
56,675
16,429
13,386
1,411,055
5,700
976,218
540,684
66,063
1,588,665
35,098
(142,512)
(142,512)
1,401,445
1,258,933

AGE UK DONCASTER (REGISTERED NUMBER: 03802384)
BALANCE SHEET
31 MARCH 2025
Unrestricted
funds
FIXED ASSETS
Tangible assets
Investments
CURRENT ASSETS
Debtors
Cash at bank and in hand
CREDITORS
Amounts falling due within one year
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT LIABILITIES
NET ASSETS
FUNDS
Unrestricted funds
Restricted funds
TOTAL FUNDS
Notes
15
16
17
18
20
458,044
518,813
976,857
224,958
161,207
386,165
(398,164)
(11,999)
964,858
964,858
Restricted
funds
f
-
60,349
60,349
(32,127)
28,222
28,222
28,222
2025
Total
funds
€
458,044
518,813
976,857
224,958
221,556
446,514
(430,291)
16,223
993,080
993,080
964,858
28,222
993,080
2024
Total
funds
€
478,071
508,997
987,068
76,323
469,559
545,882
(274,017)
271,865
1,258,933
1,258,933
1,223,131
35,802
1,258,933
These financial statements have been prepared in accordance with the provisions applicable to charitable companies
subject to the small companies regime.
The financial statements were approved by the Board of Trustees and authorised for issue on
23|10|25
... and were signed on its behalf by:
LJ Rodgers - Trustee
The notes form part of these financial statements
-14-

AGE UK DONCASTER
CASH FLOW STATEMENT
FOR THE YEAR ENDED 31 MARCH 2025
2025
Cash flows from operating activities
Cash generated from operations
Net cash used in operating activities
Notes
1
Cash flows from investing activities
Purchase of tangible fixed assets
Sale of tangible fixed assets
Loan repaid from associated company
Interest received
Dividends received
Income received in investment portfolio
Net cash (used in)/provided by investing activities
(242,790)
(242,790)
(19,836)
300
3,150
(241)
6,414
(5,213)
Change in cash and cash equivalents in the
reporting period
Cash and cash equivalents at the beginning
of the reporting period
Cash and cash equivalents at the end of
the reporting period
(248,003)
469,559
221,556
The notes form part of these financial statements
-15-
2024
(66,431)
(66,431)
(4,626)
3,749
7,500
3,838
12,918
22,379
(44,052)
513,611
469,559

AGE UK DONCASTER
NOTES TO THE CASH FLOW STATEMENT
FOR THE YEAR ENDED 31 MARCH 2025
RECONCILIATION OF NET EXPENDITURE TO NET CASH FLOW FROM OPERATING ACTIVITIES
Net expenditure for the reporting period (as per the Statement of
Financial Activities)
Adjustments for:
Depreciation charges
Gain on investments
Loss/(profit) on disposal of fixed assets
Interest received
Dividends received
Investment portfolio income
Net income movement on portfolio
Other interest received
(Increase)/decrease in debtors
Increase in creditors
Net cash used in operations
(265,853)
17,712
(6,414)
21,851
(8,150)
241
(9,816)
673
(149,308)
156,274
(242,790)
2.
ANALYSIS OF CHANGES IN NET FUNDS
Net cash
Cash at bank and in hand
Total
At 1.4.24
469,559
469,559
469,559
Cash flow
€
(248,003)
(248,003)
(248,003)
The notes form part of these financial statements
-16-
2024
(142,512)
21,197
(35,098)
(490)
(3,838)
(11,918)
(6,218)
56,728
55,718
(66,431)
At 31.3.25
221,556
221,556
221,556

AGE UK DONCASTER
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
1.
2.
STATUTORY INFORMATION
The charity is a private company limited by guarantee, incorporated in England & Wales. The registered office
of the company is Unit 1, Ten Pound Walk, Doncaster, South Yorkshire, DN4 5HX.
ACCOUNTING POLICIES
Basis of preparing the financial statements
The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been
prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement
of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial
Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019), Financial
Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the
Companies Act 2006. The financial statements have been prepared under the historical cost convention, with
the exception of investments which are included at market value, as modified by the revaluation of certain
assets.
The financial statements are prepared in sterling, which is the functional currency of the company.
Going concern basis
The trustees have considered the financial position and projections of the charity, and have a reasonable
expectation that it has adequate resources to support its ongoing activities for the foreseeable future. The
charity therefore continues to adopt the going concern basis in preparing the financial statements.
Judgements and key sources of estimation uncertainty
The preparation of the financial statements requires management to make judgements, estimates and
assumptions that affect the amounts reported. These estimate and judgements are continually reviewed and
are based on experience and other factors, including expectations of future events that are believed to be
reasonable in the circumstances.
Areas in which judgement has been applied include an assessment of the appropriate expenditure to recognise
against certain restricted grants, and the allocation of supports costs as outlined below.
There are considered to be no assumptions or estimates made in the the preparation of these financial
statements that have a significant risk of causing a material adjustment to the carrying amounts of assets and
liabilities in the next financial year.
Income
All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds,
it is probable that the income will be received and the amount can be measured reliably.
Income from charitable activities represents amounts receivable in connection with services delivered by the
charity, and includes fees receivable, payments under service contracts and performance related grants.
Income from contracts for the supply of services, and similar performance related grants, are recognised over
the period of delivery.
When donors specify that donations and grants are for particular restricted purposes, which do not amount to
pre-conditions regarding entitlement, this income is included in incoming resources of restricted funds when
receivable.
No amounts are included in the financial statements for general volunteer services.
-17-
continued...

AGE UK DONCASTER
NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2025
2.
ACCOUNTING POLICIES - continued
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the
charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement
and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis
and has been classified under headings that aggregate all cost related to the category. Where costs cannot be
directly attributed to particular headings they have been allocated to activities on a basis consistent with the
use of resources.
Charitable activities
Cost of charitable activities include those costs incurred by the charity in the delivery of its activities
and
services for its beneficiaries.
Allocation and apportionment of costs
Costs are directly allocated to charitable activities where possible.
Support costs include central functions and overheads that assist the work of the charity. These include staff
costs, office costs and overheads and governance costs.
Support costs are allocated in proportion with the direct staff costs involved in each charitable activity. This
estimate is considered to reasonably reflect the underlying financial activities of the charity, and provide a
reliable basis for allocation in the context of the charity's size and resources.
Tangible fixed assets
Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful
life.
Freehold property
Fixtures and fittings
Motor vehicles
- 2% on cost
15% on reducing balance
- 25% on reducing balance
Fixed asset investment
The charity's investment portfolio is stated at fair value, as determined by the price quoted by the funo
managers at the balance sheet date. The portfolio is managed, and comprises a range of listed bonds, equities
and open-ended investment companies.
Gains and losses on investments, whether arising on revaluation of disposal, are included on the Statement of
Financial Activities in the period to which they relate.
Investment in group entity
"he charity is a guarantor member of CASEwork Services Community Interest Company, a company limited b
guarantee and having no share capital. No amount has been recognised in respect of the charity's interest i
the company. An initial advance of £15,000 made to CASEwork to provide working capital, less €7,500
reimbursed to Age UK Doncaster in the current financial year, is included in debtors falling due after more than
Taxation
The charity is exempt from corporation tax on its charitable activities.
Fund accounting
Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.
-18-
continued...

AGE UK DONCASTER
NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2025
2.
3.
ACCOUNTING POLICIES - continued
Fund accounting
Restricted funds can only be used for particular restricted purposes within the objects of the charity.
Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.
Further explanation of the nature and purpose of each fund is included in the notes to the financial
statements.
Pension costs and other post-retirement benefits
The charitable company operates a defined contribution pension scheme. Contributions payable to the
charitable company's pension scheme are charged to the Statement of Financial Activities in the period to
Financial instruments
Fixed asset investment are measured at fair value through net income and expenditure on the Statement of
Financial Activities. All other financial assets and liabilities are measured at amortised cost.
DONATIONS AND LEGACIES
General donations and legacies
Grants
2025
9,034
11,667
20,701
2024
7,217
33,799
41,016
4.
INVESTMENT INCOME
Investment portfolio income
Other interest receivable
Interest receivable
2025
9,575
481
6,996
17,052
2024
11,918
673
3,838
16,429
-19-
continued...

AGE UK DONCASTER
NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2025
6.
INCOME FROM CHARITABLE ACTIVITIES
Activity
Fees received for services
Services delivered in the home
Service contracts and grants
Services delivered in the home
Fees received for services
Services delivered in the community
Service contracts and grants
Services delivered in the community
Service contracts and grants
Information and advice services
2025
690,298
13,880
744,192
49,525
1,497,895
2024
726,935
67,587
24,125
464,902
56,675
1,340,224
Fees received for services delivered in the home includes amounts receivable for private and
Council-commissioned homecare.
Total contract income of £628,438 (2024: £342,008) as been recognised in the year. The income in the year
relates to contracts with the NHS in respect of dementia support services delivered in the community.
Total grant income of £165,278 (2024: €247,156) has been recognised as part of income from charitable
activities, of which £193,035 has been classified as restricted. These are performance related grants which
fund the delivery of specific services.
OTHER INCOME
Age UK retainer payments
Other income and recharges
2025
15,500
10,868
26,368
2024
10,000
3,386
13,386
RAISING FUNDS
Investment management costs
Portfolio management
2025
6,172
2024
5,700
-20-
continued...

AGE UK DONCASTER
NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2025
8.
CHARITABLE ACTIVITIES COSTS
Services delivered in the home
Services delivered in the community
Information and advice services
9.
DIRECT COSTS OF CHARITABLE ACTIVITIES
Staff costs
Property costs
Motor
Consumables and other direct costs
Payments to delivery partners
10.
SUPPORT COSTS
Services delivered in the home
Services delivered in the community
Information and advice services
Support costs, included in the above, are as follows:
Other
Staff costs
Property costs
Telephone, IT and office
costs
Accountancy, consultancy
& professional
Carried forward
Services
delivered
in the
home
121,051
22,430
32,912
81,718
258,111
Services
delivered
in the
community
20,339
3,769
9,922
20,952
54,982
-21-
Direct
Costs (see
note 9)
898,714
481,367
57,179
1,437,260
Other
€
274,139
80,064
23,598
377,801
Information
and
advice
services
€
7,713
1,429
3,846
9,389
22,377
Support
costs (see
note 10)
284,734
81,844
24,273
390,851
2025
1,082,691
36,405
687
26,565
290,912
1,437,260
Governance
costs
10,595
1,780
675
13,050
2025
Total
activities
149,103
27,628
46,680
112,059
335,470
Totals
€
1,183,448
563,211
81,452
1,828,111
2024
1,072,040
32,079
2,343
13,938
146,149
1,266,549
Totals
284,734
81,844
24,273
390,851
2024
Total
activities
121,948
16,532
57,944
86,299
282,723
continued...

AGE UK DONCASTER
NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2025
10.
SUPPORT COSTS - continued
Other-continued
Brought forward
Sundries
Bank and finance charges
Motor costs
Depreciation of tangible
fixed assets
Loss on sale of tangible
fixed assets
Governance costs
Services
delivered
in the
home
258,111
-
1,297
930
13,801
274,139
=
Services
delivered
in the
home
10,595
Services
delivered
in the
community
54,982
-
218
156
2,857
21,851
80,064
Services
delivered
in the
community
1,780
11.
Auditor's remuneration
NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
Depreciation - owned assets
(Deficit)/surplus on disposal of fixed assets
Auditor's remuneration (inclusive of VAT)
-22-
Information
and
advice
services
€
22,377
-
87
59
1,075
23,598
Information
and
advice
services
675
2025
Total
activities
€
335,470
-
1,602
1,145
17,733
21,851
377,801
2025
Total
activities
13,050
2024
Total
activities
282,723
1,669
1,537
21,197
(490)
306,636
2024
Total
activities
9,780
2025
€
17,712
21,851
13,050
2024
21,197
(490)
9,780
continued...

AGE UK DONCASTER
NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2025
12.
13.
TRUSTEES' REMUNERATION AND BENEFITS
There were no trustees' remuneration or other benefits for the year ended 31 March 2025 nor for the year
ended 31 March 2024.
Trustees' expenses
Trustees' expenses paid during the year totalled £74 (2024: £93).
STAFF COSTS
The aggregate payroll costs of the charity for the year are as follows:
14.
2025
Wages and salaries
Social security costs
Pension contributions
Redundancy payments
1,062,466
76,483
27,952
2024
593,870
72,439
20,945
18,408
1,166,901
1,105,663
The average monthly number of employees during the year was 56 (2024: 54).
The number of employees whose benefits (excluding employer pension contributions) exceeded £60,000 was:
£60,001 - £70,000
1 employee
The total remuneration of the key management personnel of the charity, inclusive of pension and employer
social security costs, was £145,257 (2024: £131,315).
During the year the charity made termination payments of £3,000, which is included within staff costs above.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
funds
Restricted
funds
Total
funds
€
INCOME AND ENDOWMENTS FROM
Donations and legacies
40,667
349
41,016
Charitable activities
Services delivered in the home
Services delivered in the community
Information and advice services
754,760
338,309
39,762
150,718
56,675
Investment income
Other income
Total
16,429
13,386
1,163,551
:
247,504
794,522
489,027
56,675
16,429
13,386
1,411,055
EXPENDITURE ON
Raising funds
5,700
-
-23-
5,700
continued...

AGE UK DONCASTER
NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2025
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued
15.
Charitable activities
Services delivered in the home
Services delivered in the community
Information and advice services
Total
Net gains on investments
NET INCOME/(EXPENDITURE)
RECONCILIATION OF FUNDS
Total funds brought forward
TOTALFUNDS CARRIED FORWARD
TANGIBLE FIXED ASSETS
COST
At 1 April 2024
Additions
Disposals
At 31 March 2025
DEPRECIATION
At 1 April 2024
Charge for year
Eliminated on disposal
At 31 March 2025
NET BOOK VALUE
At 31 March 2025
At 31 March 2024
Freehold
property
510,263
510,263
87,807
10,205
98,012
412,251
422,456
936,456
422,328
12,479
1,376,963
35,098
(178,314)
1,401,445
1,223,131
Fixtures
and
fittings
€
220,595
19,836
(166,083)
74,348
181,051
3,919
(143,932)
41,038
33,310
39,544
-24-
Restricted
39,762
118,356
53,584
211,702
35,802
976,218
540,684
66,063
1,588,665
35,098
(142,512)
1,401,445
1,258,933
35,802
Motor
vehicles
34,293
:
34,293
18,222
3,588
21,810
12,483
16,071
Totals
765,151
19,836
(166,083)
618,904
287,080
17,712
(143,932)
160,860
458,044
478,071
continued...

AGE UK DONCASTER
NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2025
16.
FIXED ASSET INVESTMENTS
17.
Investment
portfolio
MARKET VALUE
At 1 April 2024
Portfolio valuation movement
Net income and expenditure
At 31 March 2025
NET BOOK VALUE
At 31 March 2025
At 31 March 2024
508,997
6,413
3,403
518,813
518,813
508,997
Investment portfolio
The charity's investments are held within a managed investment portfolio and comprise a range of listed
equities, bonds, unit trusts and open-ended investment companies.
The book cost of the investment portfolio is £496,716 (2024: £467,374).
The movement in the year recognised above includes all realised and unrealised gains and losses, and income
and costs met from cash held within the portfolio.
Investment in associated company
Age UK Doncaster is one of the guarantor members of CASEwork Services Community Interest Company
('CASEwork'). CASEwork was established in the prior period to provide a shared finance resource for Age UK
groups, and as a potential source of future income generation.
As a member of CASEwork, Age UK Doncaster has committed to contribute an amount not exceeding £1 in the
event of its winding up.
DEBTORS
Amounts falling due within one year:
Trade debtors
Other debtors
Prepayments
Amounts falling due after more than one year:
Loan to CASEwork
Aggregate amounts
2025
€
204,891
90
11,333
216,314
8,644
224,958
2024
47,557
2,198
17,614
67,369
8,954
76,323
-25-
continued...

AGE UK DONCASTER
NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2025
18.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade creditors
Social security and other taxes
Other creditors
Accrued expenses
2025
€
10,235
14,989
318,893
86,174
430,291
2024
37,245
14,157
137,511
85,104
274,017
Income from contracts and performance related grants is deferred when received in advance of the delivery of
the service, the effect is as follows:
At 1 April 2024
Additions during the year
Amounts released to income
At 31 March 2025
7,497
975,043
(793,716)
188,824
19.
LEASING AGREEMENTS
Minimum lease payments under non-cancellable operating leases fall due as follows:
Within one year
Between one and five years
20.
MOVEMENT IN FUNDS
Unrestricted funds
General fund
Designated fund - grant funded fixed
assets
Restricted funds
Information and Advice
Community Circles
Covid-19 long term support
Stronger Links
IT Donation
TOTAL FUNDS
At 1.4.24
1,207,060
16,071
1,223,131
3,141
20,178
3,067
9,416
35,802
1,258,933
-26-
Net
movement
in funds
(261,273)
-
(261,273)
1,354
(20,178)
(2,874)
14,118
3,000
(4,580)
(265,853)
2025
€
26,236
65,912
92,148
Transfers
between
funds
6,588
(3,588)
3,000
2024
26,235
92,148
118,383
(3,000)
(3,000)
-
At
31.3.25
€
952,375
12,483
964,858
4,495
193
23,534
-
28,222
993,080
continued...

AGE UK DONCASTER
NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2025
20.
MOVEMENT IN FUNDS - continued
Net movement in funds, included in the above are as follows:
Unrestricted funds
General fund
Restricted funds
Information and Advice
Community Circles
Covid-19 long term support
Stronger Links
IT Donation
TOTAL FUNDS
Incoming
resources
1,381,945
61,192
53,891
37,375
24,613
3,000
180,071
1,562,016
Comparatives for movement in funds
Unrestricted funds
General fund
Designated fund - grant funded fixed
assets
Restricted funds
Information and Advice
Community Circles
Covid-19 long term support
Stronger Links
TOTAL FUNDS
At 1.4.23
1,380,755
20,690
1,401,445
-
1,401,445
-27-
Resources
expended
€
(1,649,632)
(59,838)
(74,069)
(40,249)
(10,495)
(184,651)
(1,834,283)
Net
movement
in funds
(178,314)
(178,314)
3,141
20,178
3,067
9,416
35,802
(142,512)
Gains and
losses
6,414
-
6,414
Transfers
between
funds
4,619
(4,619)
-
-
Movement
in funds
€
(261,273)
1,354
(20,178)
(2,874)
14,118
3,000
(4,580)
(265,853)
At
31.3.24
1,207,060
16,071
1,223,131
3,141
20,178
3,067
9,416
35,802
1,258,933
continued...

AGE UK DONCASTER
NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2025
20.
MOVEMENT IN FUNDS - continued
Comparative net movement in funds, included in the above are as follows:
Unrestricted funds
General fund
Restricted funds
Information and Advice
Community Circles
Covid-19 long term support
Age UK - Cost of Living
Stronger Links
Incoming
resources
1,163,551
56,725
101,409
35,250
39,762
14,358
247,504
1,411,055
Resources
expended
(1,376,963)
(53,584)
(81,231)
(32,183)
(39,762)
(4,942)
(211,702)
(1,588,665)
Gains and
losses
35,098
Movement
in funds
€
(178,314)
3,141
20,178
3,067
9,416
35,802
(142,512)
TOTAL FUNDS
35,098
Designated funds
Capital additions funded by restricted donations are recognised by way of a transfer from restricted funds to a
designated fixed asset fund. The balance reflects the book value of the assets acquired with restricted funds.
Restricted funds
Restrictions imposed by funders may relate to expenditure type or to a specific project or activity. Major
restricted grants in the period include:
Information and Advice - funding has been received from the Henry Smith Foundation and the Forrester
Family Trust in respect of the charity's information and advice service.
ommunity Circles - funding has been received from the National Lottery Community Fund to support th
harity's Community Circles programm
Costs i borge provine upot to as epie ded by he ere send fraidation verdo the running
of Covid-19 pandemic.
Age UK National Cost of Living - funding from Age UK National Charity to assist with additional charity costs
related to increased expenditure requirements linked to cost of living crisis.
Stronger Links - funding has been received from City of Doncaster Council to support the Stronger Links
project of delivering community health support in partnership with other local charities.
IT Donation - funding received in the year restricted to the purchase of IT equipment. The restriction has been
satisfied in the year therefore the funds have been transferred to the general fund.
-28-
continued...

AGE UK DONCASTER
NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2025
21.
22.
RELATED PARTY DISCLOSURES
£38,930 has been paid to CASEwork Services Community Interest Company (CASEwork) in the year in respect
of outsourced financial support services (2024: £41,568).
An initial advance of €15,000 made to CASEwork to provide working capital, less £7,500 repaid to Age UK
Doncaster in the prior year, is included as a debtor falling due after more than one year, with interest at 2%
above base rate recognised on the loan.
CASEwork is an associated company of the charity. Michael Ovington (trustee of the charity) was a member of
the CASEwork board of directors until 31/03/2024, Heather Boyce (CEO of the charity until mid-December
2023) was also a member of CASEwork until 01/03/2024. Gil Chimon (CEO of the charity) was appointed a
member of the CASEwork board of directors on 31/03/2024.
COMPANY LIMITED BY GUARANTEE
The company has no share capital. The liability of each member is limited to a sum not exceeding £1.
-29-