Finance Score: -2
Governance Score: 5
Support Score: 5
  • Multiple Deficits and declines: -5
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Mainly female board: -1
  • Grant maker support: +5
Overall GiG Score: 8 ?

ACTION FOR CARERS (SURREY) 

We provide information, advice and support for carers all across Surrey. Including benefits advice, advocacy, guidance on moving and handling, support groups, free resources and more. We also help carers have their say on carer matters in Surrey, and nationally. We have specialist support available for young carers, young adult carers (18-24), and people connected to the Armed Forces
Analysis by Giving is Great

Positives:

  • 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 age and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • The Board is predominantly female
  • Over half the Board have joined recently

Financial issues to consider:

  • Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£2,192£2,175£17£27£646£5743.26620
31/03/22£2,857£3,034£-177£36£629£5722.3940
31/03/21£2,773£2,744£29£29£805£7443.3920
31/03/20£2,750£2,920£-170£30£776£7523.1950
31/03/19£2,673£2,612£61£0£946£9304.3910
31/03/18£2,651£2,318£333£0£886£7974.1810
31/03/17£1,907£1,824£84£0£552£2121.4540
31/03/16£1,659£1,583£76£0£469£2632530
31/03/15£1,531£1,539£-8£23£392£2161.7310
31/03/14£1,416£1,510£-94£26£400£2081.7300
31/03/13£1,328£1,340£-12£27£494£2452.2270
31/03/12£1,143£1,129£14£23£507£2512.7240
31/03/11£1,083£1,083£0£22£492£2442.7220
31/03/10£1,031£958£73£20£492£2172.7200
31/03/09£962£950£12£20£419£2292.9190
31/03/08£938£826£112£22£408£1121.6190

Financial Ratios
Fundraising Costs/Relevant Income: 1.3%
Fundraising Costs/Total Spending: 1.3%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 13%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 3.2 months
Net Current Assets/Spending: 4 months
Quick Ratio: 4.6
Asset Split ?
Established: 18 years

www.actionforcarers.org.uk

Info@actionforcarers.org.uk

03030401234

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Economic/Community Development/Employment
  • Education/Training
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Care for carers
How it operates
  • Acts as an umbrella or resource body
  • Makes Grants to Individuals
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Surrey,
Who it helps
  • Other Defined Groups

Who's supporting them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years
Community Foundation for Surrey£73,805
The Berkeley Foundation£38,817
Co-Operative Group£4,067
Specific Donations
Amount When
Months
To be used for
The Berkeley Foundation - Match funding payment
£9,914 31/10/2023
Unrestricted match funding payment to October 2023
The Berkeley Foundation - Match funding payment
£397 31/07/2023
Unrestricted match funding payment to July 2023
The Berkeley Foundation - Match funding payment
£755 30/04/2023
Unrestricted match funding payment to to April 2023
The Berkeley Foundation - Cost of Living Grant
£5,000 26/04/2023
One-off, unrestricted grant
The Berkeley Foundation - Match funding payment
£1,790 31/01/2023
Unrestricted match funding payment to to January 2023
The Berkeley Foundation - Match funding payment
£3,555 31/10/2022
Unrestricted match funding payment to October 2022
The Berkeley Foundation - Match funding payment
£3,231 31/07/2022
Unrestricted match funding payment to July 2022
Community Foundation for Surrey - Surrey Young Carers events & activities
£6,000 20/07/2022
Funding for tailored social and leisure activities for young carers in Surrey to provide respite from the pressures of their caring responsibilities
The Berkeley Foundation - Match Funding payment
£138 30/04/2022
Unrestricted match funding payment to April 2022
Community Foundation for Surrey - Funding for young carers to access respite via Easter holiday activities
£225 01/04/2022
Funding for young carers to access respite via Easter holiday activities
The Berkeley Foundation - Match funding payment
£138 31/01/2022
Unrestricted match funding payment to January 2022
Community Foundation for Surrey - A Little Time For Me grants
£5,000 27/01/2022
5
Funding to continue a grant scheme offering small grants to carers to help with respite and mental health.
Community Foundation for Surrey - Boxing & Mindfulness for young carers in Surrey
£9,880 13/01/2022
8
Funding for online physical and mental health sessions for young carers in Surrey.
The Berkeley Foundation - Match funding payment
£1,630 31/10/2021
Unrestricted match funding payment to October 2021
Co-Operative Group - Grant to Action for Carers Surrey
£4,067 23/10/2021
We aim to organise a workshop for 100 vulnerable young carers from Surrey. The workshop will equip them with knowledge of county lines, gangs and internet safety, and the confidence to deal with them.
Community Foundation for Surrey - Mental Health Carers Support
£20,000 07/05/2021
23
Funding for a support specialist for carers of people with Mental Health issues.
The Berkeley Foundation - Covid-19 match funding grant
£440 20/04/2021
Unrestricted donation to a charity match funding the amount raised by Berkeley Group staff
The Berkeley Foundation - Covid-19 match funding grant
£1,829 20/04/2021
Unrestricted donation to a charity match funding the amount raised by Berkeley Group staff
Community Foundation for Surrey - School Assemblies Video
£2,500 04/01/2021
Production of You Tube video to be played at secondary schools across Surrey to support teachers to identify young carers and encourage young carers to self-identify.
Community Foundation for Surrey - 'A little time for me' grants
£5,000 20/10/2020
5
Pilot project to set up a grant scheme offering small grants of up to £500 to carers to help them to take a short break.
Community Foundation for Surrey - Young Carers Activities
£10,000 12/10/2020
11
Small support groups for young carers across Surrey helping them to build resilience, to make friends and have enjoyable time out.
The Berkeley Foundation - Emergency Covid-19 grant to help mitigate loss of fundraising income
£10,000 28/04/2020
One-off unrestricted, emergency grant to support the Foundation's Designated Charities during the Covid-19 crisis. COVID19 related grant.
Community Foundation for Surrey - Covid 19 Response - Older people
£3,700 03/04/2020
Funding to cover the cost of IT equipment to allow staff to work from home, to continue to support carers across Surrey during the Covid-19 outbreak
Community Foundation for Surrey - Futher Education/Securing a Job Support Fund
£5,000 17/01/2020
12
Futher Education/Securing a Job Support Fund for Young Adult Carers in Surrey.
Community Foundation for Surrey - Action for Carers young adult carers (YAC) network events and activities programme
£3,500 07/01/2020
6
Funding for network events + activities for young adult carers
Community Foundation for Surrey - Surrey Young Carers - additional activities
£3,000 17/12/2019
8
Activities for young Carers in Surrey.
Community Foundation for Surrey - Surrey Young Carers - additional activities
£10,000 01/04/2019
9
Surrey Young Carers Activity Days in 2019/2020.
Community Foundation for Surrey - Buddy Scheme Pilot Project
£4,000 26/06/2018
7
Young Carers Buddy Scheme Pilot Project
Community Foundation for Surrey - Surrey Young Carers activity days
£9,000 18/10/2017
12
Surrey Young Carers Activity Days in 2017/2018
Community Foundation for Surrey - Surrey Young Carers - additional activities
£9,963 16/05/2016
11
Additional activities for young carers, such as ropes courses and abseiling, trips to children's farms, and groups where young carers can meet peers in similar situations.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split
Based on 10/11 persons

Age Range of Trustees: 29-82
  • ROBERT YOUNG Appointed: 2024, Occupation: Head Of Operations
Legal constitution
  • Charitable company registered in England & Wales on 09/11/2006, number: 1116714
  • Registered at Companies House on 19/09/2006, number: 05939327
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • 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
Filing Record
16 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from CARERS SUPPORT SPELTHORNE on 18/01/2023
Main office

ASTOLAT
CONIERS WAY
BURPHAM
GUILDFORD
SURREY
GU4 7HL

Objectives

1. THE OBJECTS OF THE CHARITY (THE “OBJECTS”) ARE:- 1.1 TO PROVIDE RELIEF OF THE NEEDS OF CARERS (AS DEFINED IN 1.8 BELOW); 1.2 TO PROVIDE AND ASSIST IN THE PROVISION OF INFORMATION, ADVICE AND OTHER ASSISTANCE TO CARERS; 1.3 TO ENCOURAGE AND PROVIDE SERVICES FOR THOSE REQUIRING CARE WHICH TAKE ACCOUNT OF THE NEEDS OF CARERS; 1.4 TO RAISE PUBLIC AWARENESS, PRINCIPALLY BUT NOT EXCLUSIVELY IN THE COUNTY OF SURREY, OF CARERS’ NEEDS, CONCERNS AND VALUE; 1.5 TO COMMUNICATE BETWEEN CARERS, POLICY MAKERS AND OTHER SERVICES SUPPORTING CARERS, ENABLING CARERS TO HAVE AN EFFECTIVE VOICE AND AN INFORMED REPRESENTATION IN POLICY-MAKING AND SERVICE DEVELOPMENT; 1.6 TO ENCOURAGE THE EXCHANGE BY CARERS, POLICY MAKERS AND OTHER SERVICES OF USEFUL INFORMATION AND BEST PRACTICE IN CARERS’ ISSUES AND PROMOTE AND ENCOURAGE SERVICES TO SUPPORT CARERS PRINCIPALLY BUT NOT EXCLUSIVELY IN SURREY; AND 1.7 TO PURSUE ANY OTHER CHARITABLE PURPOSES. 1.8 A “CARER” IS: 1.8.1 SOMEONE WHO PROVIDES REGULAR UNPAID HELP TO A PERSON (OR PERSONS) WHO IS DISABLED, ILL OR INFIRM, OR WHO IS OTHERWISE IN NEED OF CARE, PARTICULARLY BUT NOT EXCLUSIVELY IN THE COUNTY OF SURREY; 1.8.2 PARTICULARLY BUT NOT EXCLUSIVELY SOMEONE WHO LIVES IN THE COUNTY OF SURREY AND PROVIDES REGULAR UNPAID HELP TO A PERSON (OR PERSONS) WHO IS DISABLED, ILL OR INFIRM, OR WHO IS OTHERWISE IN NEED OF CARE, OUTSIDE THE COUNTY OF SURREY; OR 1.8.3 SOMEONE WHO, WITHIN THE LAST FIVE YEARS, HAS FALLEN WITHIN THE DESCRIPTION IN 1.8.1 OR 1.8.2. THE TERM “CARER” ALSO INCLUDES PEOPLE WHO FALL INTO ANY OF THE ABOVE CATEGORIES AND ARE UNDER THE AGE OF EIGHTEEN OR ARE PARENTS CARING FOR THEIR OWN CHILDREN.

Defined Area of Benefit:

SURREY

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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