Finance Score: 8
Governance Score: 6
Support Score: 9
  • Liabilities <10%: +3
  • Strong growth: +2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Large volunteer base +3
  • Overall weighted support: +6
Overall GiG Score: 23 ?

AGE UK SURREY

Age UK Surrey has been working closely with older people in the county since 1963. The Charity has developed services to meet the increasing demands of an ageing population, providing a Homehelp service, gardening, befriending, Shopmobility, Information & Advice and Healthy Living, and a computer Drop-in centre based in Guildford where older people learn IT skills.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • This charity has a robust balance sheet
  • There has been strong growth in spending over the last 5 years
  • Fundraising costs are 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:

  • One or more trustees receive benefits from the charity
  • Over half the Board have joined recently

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
31/03/24£1,944£1,840£104£182£1,746£1,2117.953429
31/03/23£1,361£1,980£-619£184£1,630£1,0866.655381
31/03/22*£1,548£1,385£163£154£2,342£1,73815.141100
?31/03/21£1,435£1,039£396£103£2,176£2,10024.237473
31/03/20?£1,360£1,211£149£115£1,592£1,44614.343491
31/03/18£2,452£1,732£720£168£1,341£1,0667.4770
31/03/17£1,625£1,619£6£116£617£6144.6510
31/03/16£1,395£1,506£-111£141£611£6054.8430
31/03/15£1,192£1,204£-12£165£721£6906.9290
31/03/14£1,095£1,102£-7£161£733£7237.9290
31/03/13£1,116£1,099£17£140£740£7328290
31/03/12£1,343£1,187£156£157£723£150.2320
31/03/11£1,637£1,291£346£169£565£5615.2380
31/03/10£1,251£1,254£-3£165£222£2082400
31/03/09£1,259£1,254£5£156£287£2402.3390
31/03/08*£1,063£1,112£-50£163£264£2382.6360
31/03/07£1,149£1,130£19£58£314£2522.7360
31/03/06£1,275£1,332£-57n/an/an/an/an/an/a
31/03/05£1,110£1,269£-158n/an/an/an/an/an/a
31/03/04£1,143£1,261£-118n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 9.5%
Fundraising Costs/Total Spending: 9.9%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 6%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 69%
Reserves/Spending: 7.9 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.5
Asset Split ?
Balance Sheet History
Established: 31 years

www.ageuk.org.uk/surrey

enquiries@ageuksurrey.org.uk

01483503414

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Amateur Sport
  • Disability
  • Education/Training
  • General 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
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Surrey,
Who it helps
  • Elderly/Old People
  • People With Disabilities

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
DCMS£100,000
Community Foundation for Surrey£29,650
Ministry of Defence£20,786
National Lottery Community Fund£6,615
Specific Donations
Amount When
Months
To be used for
Community Foundation for Surrey - Befriending
£3,858 12/06/2024
12.262295081967
Funding for a befriending service to support isolated elderly individuals.
Community Foundation for Surrey - Funding towards tea and chat sessions for vulnerable people aged 50 or older
£792 25/01/2024
11.774193548387
Funding towards tea and chat sessions for vulnerable people aged 50 or older
National Lottery Community Fund - Replacement Kitchen Equipment for The Clockhouse Community Centre
£6,615 20/01/2023
The funding will be used to replace the freezer condensing unit in a community centre kitchen. The project aims to provide access to affordable food help build friendships and improve health and wellbeing.
Community Foundation for Surrey - Recruitment of a part time Advisor for Information and Advice
£10,000 07/12/2022
Funding for Staff costs to provide information, advice and guidance to vulnerable elderly people in surrey.
Community Foundation for Surrey - Men in Sheds
£5,000 12/10/2022
Funding is for two coordinator salaries to support this Men in Sheds project in Guildford, run by Age UK Surrey.
Ministry of Defence - Covenant Fund
£12,403 03/09/2021
For existing charitable projects to help charities to sustain activities and services that people from Armed Forces communities use and value.
Community Foundation for Surrey - Check in and Chat
£10,000 05/11/2020
11
Salary costs to maintain and develop a telephone befriending service - Check in and Chat.
DCMS - Coronavirus Community Support Fund
£100,000 15/09/2020
"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
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£8,383 15/05/2020
to provide immediate support for vulnerable veterans with reduced social contact
Community Foundation for Surrey - Making connections befriending service for the elderly in the Guildford area.
£10,000 11/11/2019
11
Making Connections Befriending Service
Community Foundation for Surrey - Men in Sheds / Co-ordinator salary support
£8,000 31/05/2019
11
Salary for the Coordinator of the Men in Sheds project which supports isolated older men to learn new skills, and socialise.
Community Foundation for Surrey - Counselling Service
£8,756 01/10/2018
11
Counselling Service for older people.
Community Foundation for Surrey - Tea and Chat (Making Connections) Tandridge
£9,302 25/05/2018
11
Tea and Chat sessions for isolated older people in Tandridge.
Community Foundation for Surrey - Men in Sheds
£10,471 09/10/2017
11
Salary for Coordinator of Men in Sheds project for isolated older men to learn new skills, enjoy conversation with other men and make friends.
Community Foundation for Surrey - Tea & Chat Tandridge / Core costs
£3,954 21/04/2017
11
Tea and Chat sessions for isolated older people in Tandridge.
Community Foundation for Surrey - Tea & Chat Tandridge / Core costs
£3,344 23/02/2017
11
Tea and Chat sessions for isolated older people in Tandridge.
Community Foundation for Surrey - Men in Sheds, Ash
£9,072 02/06/2016
6
Salary for Coordinator of Men in Sheds project for isolated older men to learn new skills, enjoy conversation with other men and make friends.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split

Age Range of Trustees: 33-72
  • ALEXANDER JAMES FORD Appointed: 2024, Occupation: Financial Adviser
  • ANGELA BOODOO Appointed: 2024, Occupation: Consultant
  • CONRAD BENNETT Appointed: 2024, Occupation: Retired
  • JASON PAUL WEBSTER Appointed: 2022, Occupation: Retail Management
  • JOY ALLEN Appointed: 2020, Occupation: Retired
  • RICHARD MILLS Appointed: 2024, Occupation: Strategy Adviser
  • STEVEN AVIS Appointed: 2023, Occupation: Retired
Legal constitution
  • Charitable company registered in England & Wales on 19/04/1994, number: 1036450
  • Registered at Companies House on 25/03/1993, number: 02803315
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
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
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR22: 6 days late, AR08: 1 days late,
Recent reorganisation events:
  • Asset transfer in from GEORGE C BATEMAN BENEVOLENT FUND on 10/07/2024
Main office

Chapel Lane
Godalming
SURREY
GU8 5EZ

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE DISABLED PEOPLE AND THE RELIEF OF POVERTY IN THE PRESENT COUNTY OF SURREY AND THE HISTORICAL COUNTY OF SURREY PARTICULARLY BY THE PROVISION OF OR ASSISTING IN THE PROVISION OF A DOMESTIC HELP SERVICE

Defined Area of Benefit:

SURREY

Data Sources

Charity Commission for England and Wales
360 Giving

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