Finance Score: -2

Governance Score: 3

Support Score: 7

Multiple Deficits: -2
No PartB

Dynamic board: +3

Large volunteers +5
Grant maker support: +2

Overall GiG Score: 8

AGE CONCERN (BANSTEAD)

Age Concern (Banstead) is a charity set up to promote the welfare of the aged in the areas encompassed by Banstead, Nork, Kingswood, Horley, Preston Estate, Tadworth, and Walton-on-Hill. The main activities include a visiting service, dissemination of information, provision of transport and a voluntary car scheme.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
Spending has increased over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been 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	£68	£74	£-6	n/a	n/a	n/a	n/a	n/a	100
31/03/22	£40	£65	£-26	n/a	n/a	n/a	n/a	n/a	82
31/03/21	£33	£67	£-34	n/a	n/a	n/a	n/a	n/a	100
31/03/20	£182	£61	£121	n/a	n/a	n/a	n/a	n/a	100
31/03/19	£50	£57	£-7	n/a	n/a	n/a	n/a	n/a	100
31/03/18	£59	£62	£-3	£0	£0	£0	n/a	0	0
31/03/17	£67	£57	£11	£0	£0	£0	n/a	0	0
31/03/16	£63	£50	£14	£0	£0	£0	n/a	0	0
31/03/15	£60	£42	£18	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 10 years

www.ageconcernbanstead.org.uk

office@ageconcernbanstead.org.uk

01737352156

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for the elderly

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Surrey,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
100 volunteers

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.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Age Concern Banstead
£2,498	21/10/2023	We'd like to host a monthly bereavement cafe for older people, where they can share their situation and receive support from trained volunteers in a safe environment.
Co-Operative Group - Grant to Age Concern Banstead
£2,962	22/10/2022	We plan to launch a Men's Shed, providing friendship and support to relieve isolation and loneliness in older people living in Banstead and the surrounding areas.
Co-Operative Group - Grant to Age Concern Banstead
£5,460	15/11/2019	We wish to develop our community garden to further enhance the gardening experience for our elderly population.
Community Foundation for Surrey - Core Funding - employment of a General Manager
£7,000	12/03/2019 11	Core funding to enable ACB to employ a General Manager.
Co-Operative Group - Grant to Age Concern Banstead
£2,510	29/11/2017	We intend to set up a monthly club specifically for elderly men who often feel isolated and are a hard to reach group.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

CHRISTOPHER JOHN SHAW Appointed: 2024

DR MOSTYN HENRY LAFFER Appointed: 2020

NICK PULSFORD (Chair) Appointed: 2021

PAUL JONATHAN TICKLE Appointed: 2021

SIMON DAVID DUKE Appointed: 2022

SUSAN CAROL COOK Appointed: 2023

TINA ALLISON NYE Appointed: 2024

COLIN VICTOR BATTY Appointed: 2023, Other trusteeships: SUTTON METHODIST CIRCUIT, THE UNITED CHURCH OF ST MARK,

RACHEL SANDRA TURNER Appointed: 2023, Other trusteeship: TADWORTH AND WALTON OVERSEAS AID TRUST,

Legal constitution

Charity registered in England & Wales on 05/06/2014, number: 1157342

Gift Aid

Registered with HMRC for Gift Aid

Event History

23/07/2015 - Asset transfer in from AGE CONCERN BANSTEAD
22/05/2020 - Asset transfer in from TATTENHAMS COMMUNITY ASSOCIATION

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
Paying staff
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

9 returns made; all on time

Recent reorganisation events:

Asset transfer in from TATTENHAMS COMMUNITY ASSOCIATION on 22/05/2020

Main office

Age Concern Banstead
Banstead Centre, The Horseshoe
BANSTEAD
Surrey
SM7 2BQ

Objectives

TO PROMOTE THE RELIEF OF THE ELDERLY IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE WITHIN THE REIGATE AND BANSTEAD BOROUGH COUNCIL AREAS COVERING NORK, BANSTEAD VILLAGE, TATTENHAMS, PRESTON, HOOLEY, WOODMANSTERNE, TADWORTH, WALTON ON THE HILL AND LOWER KINGSWOOD WITH BURGH HEATH AREA (HEREINAFTER CALLED ‘THE AREA OF BENEFIT’)

Data Sources