Finance Score: -2

Governance Score: 4

Support Score: 3

Low unrestricted reserves: -2

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 5

CARERS SUPPORT MERTON

Carers Support Merton provides information, advice, respite activities and support for unpaid carers of all ages of friends or relatives who are frail, ill, or have a disability or mental health problem.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
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

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

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		£599	£596	£3	£0	£326	£114	2.3	12	0
31/03/22		£547	£534	£13	£0	£325	£105	2.4	11	18
31/03/21		£542	£482	£60	£22	£299	£94	2.4	11	16
31/03/20		£538	£537	£2	£2	£224	£81	1.8	11	3
31/03/19		£557	£534	£22	£3	£221	£68	1.5	15	20
31/03/18		£561	£460	£101	£1	£190	£43	1.1	15	0
31/03/17		£616	£645	£-29	£11	£88	£40	0.7	17	0
31/03/16		£713	£748	£-35	£11	£139	£79	1.3	15	0
31/03/15		£744	£723	£22	£7	£174	£105	1.7	14	0
31/03/14		£702	£696	£6	£7	£149	£104	1.8	18	0
31/03/13		£712	£701	£12	£6	£142	£110	1.9	18	0
31/03/12		£509	£539	£-30	£9	£130	£111	2.5	15	0
31/03/11		£511	£521	£-10	£9	£160	£32	0.7	19	0
31/03/10		£388	£405	£-17	£0	£0	£0	n/a	0	0
31/03/09		£389	£379	£10	£0	£0	£0	n/a	0	0
31/03/08		£453	£403	£50	£0	£0	£0	n/a	0	0
31/03/07		£464	£393	£71	£0	£0	£0	n/a	0	0
31/03/06	*	£445	£419	£26	£0	£0	£0	n/a	0	0
31/03/05	*	£341	£371	£-30	£0	£0	£0	n/a	0	0
31/03/04	*	£233	£220	£13	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 35%
Reserves/Spending: 2.3 months
Net Current Assets/Spending: 5 months
Quick Ratio: 13.5

Asset Split ?

Established: 23 years

www.csmerton.org

info@csmerton.org

02086467515

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Services for the elderly

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Merton,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

12 employees

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

Greater London Authority	£135,987
Triangle Trust 1949 Fund	£39,433
The Wimbledon Foundation	£5,000
The London Community Foundation	£1,744

Specific Donations

Amount	When Months	To be used for
Triangle Trust 1949 Fund - Carers Support Merton - 3
£10,000	04/02/2021	Emergency funding Covid-19 support
Greater London Authority - Grant to Coram's Fields and Harmsworth Memorial Playground
£36,700	01/12/2020	Greener Futures
Triangle Trust 1949 Fund - Carers Support Merton - 2
£6,324	28/05/2020	Emergency funding Covid-19 support
The London Community Foundation - Grant to Carers Support Merton
£1,744	08/04/2020	Subscriptions to zoom & mail chimp so we can stay connected and provide activities such as support groups and workshops for Carers online. Sign request so we can continue to get documents such as ....more Subscriptions to zoom & mail chimp so we can stay connected and provide activities such as support groups and workshops for Carers online. Sign request so we can continue to get documents such as consent forms for work with young Carers and grant applications signed remotely. Mobile for calls support calls to Carers.
The Wimbledon Foundation - Young Carers online Group Activity Project
£5,000	08/04/2020	Subscriptions to Zoom & mail chimp enabling staff to stay connected and provide activities and support online.
Greater London Authority - Carers Support Merton
£99,287	01/01/2020	Positive activities for young people involved in crime or at risk of crime or exclusion
Triangle Trust 1949 Fund - Carers Support Merton - 1
£23,109	10/10/2019	To undertake a digital transformation to underpin the improvement of almost every aspect of our operations, including increasing efficiency of service delivery and income generation.
Greater London Authority - Grant to Carers Support Merton
£9,667	28/02/2019	Caring and Committed Increasing the levels of participation of young carers in the service by developing a fully operational representative committee of young carers to champion and promote the ....more Caring and Committed Increasing the levels of participation of young carers in the service by developing a fully operational representative committee of young carers to champion and promote the service and a buddy scheme to support newly identified carers.
Lloyds Bank Foundation - Grant to Carers Support Merton
£67,484	30/03/2017 36	Carers Support Merton is requesting funding to provide a transition focused service for young adult carers to support them into education, employment and training opportunities.
National Lottery Community Fund - Merton Carers Action Pathway (MCAP)
£326,301	09/02/2017 36	This project will build on adult carer support, recognising the need for carer reform due to social care changes. The project will be for unpaid adult carers who may be unaware of carer rights, ....more This project will build on adult carer support, recognising the need for carer reform due to social care changes. The project will be for unpaid adult carers who may be unaware of carer rights, struggle to access support, their health, wellbeing and independence may be impacted and they may feel lonely and isolated. Adult carers will be supported to reduce the incidence of crisis and maximise their social networks, helping carers to sustain their caring role with good physical and mental wellbeing.
City Bridge Trust - Grant to Carers Support Merton
£46,000	11/12/2016	£46,000 over 12 months to contribute to the core salary costs of the CEO (2dpw), Adult Carers Senior Manager (1dpw) and Finance Manager (1dpm) with a contribution to overheads.
Lloyds Bank Foundation - Grant to Carers Support Merton
£39,800	19/09/2011	the salary costs of the Mental Health Carers Support Worker and related service costs including project costs
National Lottery Community Fund - Action for Young Carers Education and Support (AYCES)
£990,377	05/05/2011 72	Carers Support Merton will lead the project to identify and support young carers aged between 10 and 25, especially those caring for someone with a mental health problem. The project, Sutton and ....more Carers Support Merton will lead the project to identify and support young carers aged between 10 and 25, especially those caring for someone with a mental health problem. The project, Sutton and Merton Action for Kids who Care (SMAKC), will work to develop new ways to identify 'hidden' young carers and provide them with advocacy, emotional support and opportunities to develop life skills. It will also offer young carers group support and respite activities.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 55-62

CHRISTOPHER DAVID TYSON Appointed: 2023, Occupation: Retired

SERENA JANE IMOGEN MORRIS DEMORGAN Appointed: 2021

JENNIFER HAZEL TYSON Appointed: 2020, Occupation: Housewife

MICHAEL CHARLES L'AMIE RIBTON (Chair) Appointed: 2020, Occupation: Retired Head Teacher

RAYMOND PAUL KINSELLA Appointed: 2014, Occupation: Business Adviser

Legal constitution

Charitable company registered in England & Wales on 23/03/2001, number: 1085761
Registered at Companies House on 21/02/2001, number: 04164966

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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR06: 1 days late, AR05: 14 days late, AR04: 1 days late,

Main office

The Vestry Hall
336 - 338 London Road
Mitcham
Surrey
CR4 3UD

Objectives

THE OBJECT FOR WHICH THE COMPANY IS FORMED IS TO PROVIDE INFORMATION AND SUPPORT TO CARERS OF PERSONS WHO ARE FRAIL OR ILL OR WHO HAVE A DISABILITY OR WHO HAVE A MENTAL HEALTH PROBLEM AND ARE RESIDENT IN THE LONDON BOROUGH OF MERTON, OR SUCH LOCAL AUTHORITY AREAS AS THE DIRECTORS SHALL SEE FIT.

Defined Area of Benefit:

LONDON BOROUGH OF MERTON

Data Sources