Finance Score: 7
Governance Score: 6
Support Score: 10
  • Good reserves management: +3
  • Reasonable growth: +1
  • Fundraising costs low: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +10
Overall GiG Score: 23 ?

AGE UK SUTTON

Age UK Sutton (formally Age Concern Sutton Borough) offers a wide range of practical and emotional circle of support services for people aged 50+ in and around the London Borough of Sutton. Integrated services such as Home from Hospital and befriending, a community socialisation programme, digital technology campaigning/influencing and provision of accessible information, advice and advocacy.
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • Fundraising costs are unusually low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£1,588£1,535£54£68£545£4393.47447
31/03/22£1,421£1,432£-11£69£518£4944.13859
31/03/21£1,319£1,303£16£44£514£4874.534143
31/03/20£1,031£914£117£42£444£4445.828102
31/03/19£776£1,014£-238£44£360£3604.330102
31/03/18£968£1,103£-134£51£594£4314.7340
31/03/17£1,034£1,215£-180£44£714£4884.8340
31/03/16£1,081£994£87£43£818£6858.3330
31/03/15£878£815£63£54£804£71710.6470
31/03/14£707£612£95£40£716£61412280
31/03/13£503£435£68£43£616£56415.6130
31/03/12*£524£427£97£41£547£49113.8100
31/03/11£603£516£87£105£450£3999.3100
31/03/10£566£471£95£74£363£2787.1120
31/03/09£460£426£34n/an/an/an/an/an/a
31/03/08£472£490£-19n/an/an/an/an/an/a
31/03/07£532£505£27£41£252£1944.6180
31/03/06£480£477£3n/an/an/an/an/an/a
31/03/05£458£437£22n/an/an/an/an/an/a
31/03/04*£419£407£12n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 4.4%
Fundraising Costs/Total Spending: 4.5%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 39%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 81%
Reserves/Spending: 3.4 months
Net Current Assets/Spending: 3 months
Quick Ratio: 0.5
Asset Split ?
Balance Sheet History
Established: 24 years

www.ageuksutton.org.uk

info@ageuksutton.org.uk

02089152233

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Disability
  • Education/Training
  • General Charitable Purposes
  • Other Charitable Purposes
  • Recreation
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Other charitable activities
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Sutton,
Who it helps
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
National Lottery Community Fund£412,945
Henry Smith Charity£150,000
The Charity of Sir Richard Whittington£75,000
DCMS£55,779
Garfield Weston Foundation£55,000
The London Community Foundation£34,221
City Bridge Trust£16,748
Specific Donations
Amount When
Months
To be used for
Garfield Weston Foundation - Main Grants award
£30,000 27/01/2023
Community Support
National Lottery Community Fund - Dementia Wellbeing Support Groups
£9,708 17/06/2022
The funding will be used to deliver a range of wellbeing support groups for people living with dementia and their carers. The project aims to develop peer support networks and build social relationships.
Henry Smith Charity - Grant to Age UK Sutton
£150,000 10/03/2022
36
towards three years' running costs of a project providing information, advice and support, with a focus on finance, for older residents in the London Borough of Sutton.
The Charity of Sir Richard Whittington - Grant to Age UK Sutton
£75,000 01/12/2021
35
Development of the Community Connectors befriending programme to meet increased demand and enable older people to maintain independence, build confidence and create meaningful connections.
National Lottery Community Fund - Let's Connect: Bringing People Together
£396,369 22/11/2021
The project is using funding for the ‘Lets Connect’ project for older people which will focus on personalised one to one support existing and new group activities increasing volunteer capacity mapping provision for older people’s ....more
Sir Jules Thorn Charitable Trust - Age UK Sutton - 21/10/21
£1,500 10/11/2021
Core Funding
Garfield Weston Foundation - Main Grants award
£25,000 05/11/2021
Revenue funding grant
National Lottery Community Fund - Walks for Wellbeing
£6,868 14/05/2021
The funding will be used to organise and provide accompanied walks in local parks and green spaces for vulnerable and isolated older people in Sutton an area of Greater London. The project aims to reduce loneliness and isolation by providing social ....more
DCMS - Coronavirus Community Support Fund
£21,558 05/10/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more
The London Community Foundation - Grant to Age UK Sutton
£34,221 24/09/2020
2 Community Support Officers to deliver front line advice and long term casework support to vulnerable older people helping meet the 200% demand increase for our ongoing help, and coordinate our Food Programme, developed during COVID, delivering ....more
DCMS - VSCE CMC Fund
£34,221 24/09/2020
NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an ....more
City Bridge Trust - Grant to Age UK Sutton
£11,748 28/05/2020
A grant of £11,748 to fund the essential and urgent costs outlined in the application, so that the organisation can carry on providing support to Londoners.
City Bridge Trust - Grant to Age UK Sutton
£5,000 24/04/2020
A grant of £5,000 to fund the essential and urgent costs outlined in the application, so that the organisation can carry on providing support to Londoners.
Mercer's Charitable Foundation - COVID19 Rapid Response Fund Grant to Age UK Sutton
£5,000 21/04/2020
12
Contribution towards the Age UK Sutton appeal to co-ordinate volunteers providing support to 750 additional people referred to them during the pandemic.
Co-Operative Group - Grant to Age UK Sutton
£8,372 15/11/2019
We want to open two community hubs, delivering free information, advice and support to isolated older people in Sutton.
City Bridge Trust - Grant to Age UK Sutton
£57,400 12/11/2019
24
£57,400 over two further and final years (£28,400; £29,000) towards the salary and associated running costs of a part time (22.5 hours per week) Advice on the Road - Information & Advice Project Manager and associated running costs.
Mercer's Charitable Foundation - Grant to AGE UK Sutton
£50,000 30/04/2019
23
Age UK Sutton's Inter-generational Well-being Programme designed to help prevent loneliness, promote well-being, provide quality 1-2-1 support and create opportunities to bring older and younger people together through shared interest.
City Bridge Trust - Grant to Age UK Sutton
£72,500 13/05/2015
36
£72,500 over three years (£24,300; £23,900; £24,300) towards the salary and associated running costs of a part time Advice on the Road - Information & Advice Project Manager and associated running costs.
National Lottery Community Fund - One Voice for Age Sutton
£492,697 21/01/2014
47
This project aims to secure improvements to service delivery and access in response to older peopleÂ’s expressed needs in the London borough of Sutton, where levels of inequality are among the 20% most deprived wards in the UK. Local people in ....more
Lloyds Bank Foundation - Grant to Age UK Sutton
£30,000 30/04/2012
the salary of the Community Helper Manager
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split
Based on 6/7 persons

Age Range of Trustees: 51-75
  • CHRISHANTHI ALAGARATNAM Appointed: 2020, Occupation: Retired
  • FELIX CACHALDORA Appointed: 2023, Occupation: General Manager Ge Healthcare
  • FIDELMA CARMEL HATTON Appointed: 2021, Occupation: Fundraising Consultant
  • FIONA MOORE Appointed: 2023, Occupation: Health Strategy Consultant
  • HELEN ZOE LELLIOTT Appointed: 2021, Occupation: Healthcare Manager
  • JANET SAMUEL (Chair) Appointed: 2018, Occupation: Executive Coach And Leadership Development
  • TIMOTHY RICHARD HOWE Appointed: 2015, Occupation: Retired
Legal constitution
  • Charitable company registered in England & Wales on 28/03/2001, number: 1085875
  • Registered at Companies House on 08/03/2001, number: 04175500
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • 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
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR12: 22 days late, AR04: 72 days late,
Main office

Age UK Sutton
Sutton Gate
1 Carshalton Road
Sutton
SM1 4LE

Objectives

TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE IN AND AROUND THE LONDON BOROUGH OF SUTTON:PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE;ADVANCING EDUCATION;PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL);PROMOTING EQUALITY AND DIVERSITY;PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS;ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; ANDSUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDETHE OUTCOME OF THIS BEING THE PROMOTION OF THE WELL-BEING OF OLDER PEOPLE

Defined Area of Benefit:

SUTTON

Data Sources

Charity Commission for England and Wales
360 Giving

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