Overall GiG Score: 27 ?
Finance Score: 8
Governance Score: 6
Support Score: 13
  • Good reserves management: +3
  • Strong growth: +2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Large volunteers +3
  • Grant maker support: +10

AGE UK MERTON 

All services are delivered in the London Borough of MertonActivity CentreExercise and well-being activitiesHome ServicesOutingsSole Mates Footcare ServiceInformation & Advice ServiceHealth programmesBefriending
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • Reserves management has been consistently within official guidelines
  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years
  • 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
Established: 20 years

www.ageukmerton.org.uk

info@ageukmerton.org.uk

02086485792

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

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£1,285£1,190£95£2£549£4074.140340
31/03/22£1,017£1,027£-10£3£454£3784.437247
31/03/21£863£754£109£3£462£3675.838240
31/03/20£784£686£99£3£348£2945.140138
31/03/19£653£616£37£11£250£1753.437120
31/03/18£654£665£-12£11£211£1412.5400
31/03/17£640£645£-5£20£222£1452.7390
31/03/16£526£605£-79£9£224£1352.7320
31/03/15£445£468£-22£0£0£0n/a00
31/03/14£482£445£37£0£0£0n/a00
31/03/13£459£475£-15£0£0£0n/a00
31/03/12£468£425£43£0£0£0n/a00
31/03/11£435£392£44£0£0£0n/a00
31/03/10£380£384£-4£0£0£0n/a00
31/03/09£329£338£-9£0£0£0n/a00
31/03/08£313£322£-9£0£0£0n/a00
31/03/07*£309£318£-10£0£0£0n/a00
31/03/06£268£298£-30£0£0£0n/a00
31/03/05*£185£171£14£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 22%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 74%
Reserves/Spending: 4.1 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.7
Asset Split ?
What it does
  • Disability
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
Who works here?
  • 40 employees
  • 340 volunteers
Who it helps
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities
How it operates
  • Makes Grants to Individuals
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Merton,

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
National Lottery Community Fund£333,441
City Bridge Trust£248,000
Henry Smith Charity£135,000
DCMS£60,695
The Charity of Sir Richard Whittington£49,500
Specific Donations
Amount When
Months
To be used for
Sport England - Jubilee Fund - Expanding activities for Merton's Older Adults
£4,100 01/07/2022
This project will expand the organisations current exercise offerings to include yoga, tai chi and indoor golf.
National Lottery Community Fund - Active Ageing
£10,000 18/03/2022
The funding will be used to expand the volunteer training and co-ordination systems for an organisation that supports older people in Merton. The project aims to improve the mental and emotional ....more
National Lottery Community Fund - Ask Us Anything
£323,441 02/12/2021
The project is using funding to continue the Ask Us Anything Information and Advice Service. The service helps older adults thrive in later life by providing accredited person-centred one-to-one ....more
Henry Smith Charity - Grant to Age UK Merton
£135,000 23/09/2021
36
towards three years' salary of the Volunteer Befriending Coordinator at a befriending service for older people in the London Borough of Merton.
The Wimbledon Foundation - Winter Support for Older People
£5,000 09/11/2020
Over 200 Christmas gift hampers delivered and increased telephone befriending and online group activities delivered for older adults in Merton over the winter period.
DCMS - Coronavirus Community Support Fund
£60,695 05/08/2020
"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 Wimbledon Foundation - Support services for older people
£5,000 01/04/2020
Support services for older people
City Bridge Trust - Grant to Age UK Merton
£248,000 26/03/2020
60
£248,000 over five years (£47,600; £48,600; £49,600; £50,600; £51,600) towards the costs of a full-time advice worker, management costs and associated running costs.
Co-Operative Group - Grant to Age UK Merton
£6,340 15/11/2019
We want to fund 'Love Later Life' exercise classes for older people at our activity centre, to help keep people active and sociable.
The Charity of Sir Richard Whittington - Grant to Age UK Merton
£49,500 18/09/2019
36
To provide social connections for older people at increased risk of loneliness including people living alone, living in deprivation, BAME and LGBTQ+ people.
Garfield Weston Foundation - Main Grants award
£20,000 26/09/2017
Health Programmes
Masonic Trust - Life After Stroke Support
£39,590 19/07/2017
Long-term rehabilitation support for stroke survivors.
National Lottery Community Fund - Ask Us Anything
£398,340 18/05/2016
60
Each year around 4,800 people over 50 will be supported through the Ask Us Anything project which will provide a welcoming and easily accessible service for older people and their carers experiencing ....more
City Bridge Trust - Grant to Age UK Merton
£158,300 25/09/2014
36
£158,300 over three years (£51,600; £52,600; £54,100) for the salary of a f/t Health Programme Officer plus related project costs of the Active Life health programme in Merton.
Lloyds Bank Foundation - Grant to Age Concern - Merton
£24,000 28/04/2011
the salary and on costs of the Information and Advice Service Co-ordinator, travel, telephone, postage, IT and training costs
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split
Based on 7/8 persons

Age Range of Trustees: 37-80
  • TOBIN BYERS (Chair) Appointed: 2020, Occupation: Lawyer
Legal constitution
  • Charitable company registered in England & Wales on 09/08/2004, number: 1105384
  • Registered at Companies House on 07/07/2004, number: 05173595
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
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
19 returns made; AR07: 63 days late, AR05: 93 days late,
Main office

Elmwood Centre
277 London Road
Mitcham
Surrey
CR4 3NT

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND THE LONDON BOROUGH OF MERTON (HEREINAFTER CALLED THE AREA OF BENEFIT)

Defined Area of Benefit:

GREATER LONDON

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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