Finance Score: -1

Governance Score: 6

Support Score: 7

Liabilities <10%: +3
Accounts filed more than 5 days late: -2 times
Multiple Deficits: -2

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +7

Overall GiG Score: 12

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 a robust balance sheet
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:

Over half the Board have joined recently

Financial issues to consider:

Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been less than spending

Established: 30 years

www.ageuk.org.uk/surrey

enquiries@ageuksurrey.org.uk

01483503414

Charity Commission for England and Wales

Tweets

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	*	£1,361	£1,980	£-619	£184	£1,630	£1,086	6.6	55	381
31/03/22	*	£1,548	£1,385	£163	£154	£2,342	£1,738	15.1	41	100
31/03/21		£1,435	£1,039	£396	£103	£2,176	£2,100	24.2	37	473
31/03/20		£1,360	£1,211	£149	£115	£1,592	£1,446	14.3	43	491
31/03/19		£1,063	£1,286	£-223	£141	£1,543	£1,335	12.5	56	334
31/03/18		£2,452	£1,732	£720	£168	£1,341	£1,066	7.4	77	0
31/03/17		£1,625	£1,619	£6	£116	£617	£614	4.6	51	0
31/03/16		£1,395	£1,506	£-111	£141	£611	£605	4.8	43	0
31/03/15		£1,192	£1,204	£-12	£165	£721	£690	6.9	29	0
31/03/14		£1,095	£1,102	£-7	£161	£733	£723	7.9	29	0
31/03/13		£1,116	£1,099	£17	£140	£740	£732	8	29	0
31/03/12		£1,343	£1,187	£156	£157	£723	£15	0.2	32	0
31/03/11		£1,637	£1,291	£346	£169	£565	£561	5.2	38	0
31/03/10		£1,251	£1,254	£-3	£165	£222	£208	2	40	0
31/03/09		£1,259	£1,254	£5	£156	£287	£240	2.3	39	0
31/03/08	*	£1,063	£1,112	£-50	£163	£264	£238	2.6	36	0
31/03/07		£1,149	£1,130	£19	£58	£314	£252	2.7	36	0
31/03/06		£1,275	£1,332	£-57	£0	£0	£0	n/a	0	0
31/03/05		£1,110	£1,269	£-158	£0	£0	£0	n/a	0	0
31/03/04		£1,143	£1,261	£-118	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 14.1%
Fundraising Costs/Total Spending: 9.3%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 8%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 67%
Reserves/Spending: 6.6 months
Net Current Assets/Spending: 1 months
Quick Ratio: 2.1

Asset Split ?

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

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 works here?

55 employees
381 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.

Major supporters in last 5 years

DCMS	£100,000
Community Foundation for Surrey	£43,792
Ministry of Defence	£20,786
National Lottery Community Fund	£6,615

Specific Donations

Amount	When Months	To be used for
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 ....more 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 ....more "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 services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
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.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Age Range of Trustees: 45-84

ANGELA BOODOO Appointed: 2024, Occupation: Consultant

CONRAD BENNETT Appointed: 2023, Occupation: Retired

HAMISH THOMAS MACDONALD Appointed: 2023, Occupation: Branch Manager

JASON PAUL WEBSTER Appointed: 2022, Occupation: Retail Management

JOHN BURBRIDGE Appointed: 2014, Occupation: Retired

JOY ALLEN Appointed: 2020, Occupation: Retired, Other trusteeships: AGE CONCERN (SPELTHORNE), AGE UK RUNNYMEDE AND SPELTHORNE, THE ORCHARD CLUB (HASLEMERE),

SARAH WARDLE Appointed: 2022, Occupation: Registered Nurse

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

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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; AR23: 55 days late, AR22: 6 days late, AR08: 1 days late,

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