Finance Score: -2
Governance Score: -2
Support Score: 10
  • Multiple Deficits: -2
  • No PartB
  • Only 3 Trustees: -2
  • Static board: -3
  • Gender balanced board: +3
  • Large volunteer base +3
  • Overall weighted support: +7
Overall GiG Score: 6 ?

AGE CONCERN MOLE VALLEY

Age Concern Mole Valley's vision and mission are 'Improving the lives of older people' and 'Making later life a fulfilling and enjoyable experience'. The charity operates within the Mole Valley District of Surrey.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

  • Why are there only 3 trustees?
  • The Board composition appears to be rather static

Financial issues to consider:

  • On several occasions in recent years income has been less than spending
  • A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/23£86£88£-2n/an/an/an/an/an/a
31/03/22£76£86£-10n/an/an/an/an/an/a
31/03/21£116£84£32n/an/an/an/an/an/a
31/03/20£42£91£-49n/an/an/an/an/an/a
31/03/19£24£94£-71n/an/an/an/an/an/a
31/03/18£13£90£-76n/an/an/an/an/an/a
31/03/17£9£91£-81n/an/an/an/an/an/a
31/03/16£7£69£-61n/an/an/an/an/an/a
31/03/15£10£34£-24n/an/an/an/an/an/a
31/03/14*£8£8£0n/an/an/an/an/an/a
31/03/13*£7£7£0n/an/an/an/an/an/a
31/03/12£6£2£5n/an/an/an/an/an/a
31/03/11£0£1£-1n/an/an/an/an/an/a
31/03/10£0£1£-1n/an/an/an/an/an/a
31/03/09£3£1£2n/an/an/an/an/an/a
31/03/08£1£1£0n/an/an/an/an/an/a
31/03/07*£0£1£-1n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 19 years

www.ageconcernmolevalley.org.uk

info@ageconcernmolevalley.org.uk

01306899104

Charity Commission for England and WalesCompanies HouseFacebook
UN SDGs
?
Listed activities
  • Economic/Community Development/Employment
  • Education/Training
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Surrey,
Who it helps
  • Elderly/Old People

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
National Lottery Community Fund£90,000
Community Foundation for Surrey£79,999
Garfield Weston Foundation£25,000
Henry Smith Charity£20,000
DCMS£15,000
Allen Lane Foundation£7,500
Sir Jules Thorn Charitable Trust£1,500
Specific Donations
Amount When
Months
To be used for
Garfield Weston Foundation - Main Grants award
£7,500 22/03/2023
The Age Concern Mole Valley ‘Local Community Support Programme’
Community Foundation for Surrey - Age Concern Mole Valley ‘Local Community Support Programme’
£9,999 21/10/2022
Funding is towards the core costs for Age Concern to continue to provide a range of services to older people to help reduce their loneliness, increase their health and wellbeing and increase community cohesion.
Garfield Weston Foundation - Main Grants award
£10,000 04/02/2022
Age Concern Mole Valley Local Community Support Programme
Sir Jules Thorn Charitable Trust - Age Concern Mole Valley - 08/11/21
£1,500 17/12/2021
Core Funding
National Lottery Community Fund - Age Concern Mole Valley Local Community Support Programme
£90,000 02/12/2021
The funding would go towards salaries at the organisation which supports older people across Mole Valley in Surrey and they are based in The Point in the town of Dorking. It was created by the local CA to provide a befriending service for the ....more
Community Foundation for Surrey - Funding to enable a charity supporting older people in Mole Valley to tackle isolation, health and wellbeing challenges following the coronavirus pandemic
£10,000 25/08/2021
12
Funding to enable a charity supporting older people in Mole Valley to tackle isolation, health and wellbeing challenges following the coronavirus pandemic
Community Foundation for Surrey - Funding to enable a charity supporting older people in Mole Valley to tackle isolation, health and wellbeing challenges following the coronavirus pandemic
£20,000 07/05/2021
12
Funding to enable a charity supporting older people in Mole Valley to tackle isolation, health and wellbeing challenges following the coronavirus pandemic
Allen Lane Foundation - Grant to Age Concern Mole Valley
£7,500 11/03/2021
24
£7,500 over two years (£4,000 then £3,500) towards a Local Community Support Programme for older people in Mole Valley.
Garfield Weston Foundation - Main Grants award
£7,500 09/10/2020
Age Concern Mole Valley Local Community Support Programme
DCMS - Coronavirus Community Support Fund
£15,000 19/08/2020
"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 operate, thereby reducing the burden on public ....more
Community Foundation for Surrey - COVID19 - Isolated Older people
£15,000 28/07/2020
8
A contribution to salary costs for a charity supporting older, isolated people, throughout the Coronavirus pandemic and beyond
Community Foundation for Surrey - Covid 19 Response - Older people
£5,000 01/04/2020
Running costs for a Telephone Befriending Service for older people in Mole Valley who are isolating during the Covid-19 outbreak
Community Foundation for Surrey - 2 year contribution to core costs
£20,000 01/04/2020
23
2 year contribution to core costs
Henry Smith Charity - Grant to Age Concern Mole Valley North
£20,000 19/03/2020
24
towards two years' running costs of a charity supporting older people living in Mole Valley, Surrey
Garfield Weston Foundation - Main Grants award
£7,500 31/05/2019
Main Grants award
Community Foundation for Surrey - Local Community Support Programme: Home Visiting, Information & Signposting, Befriending and Social Events to lonely and isolated older people
£10,000 31/05/2019
8
Community Support Programme, including befriending and signposting, for isolated and vulnerable older people.
National Lottery Community Fund - Age Concern MV Befriending Service
£10,000 20/12/2018
12
The project will use the funding is to maintain an existing befriending service for seniors to be visited at home by volunteers to support and reduce those affected by social isolation and loneliness.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)
Current Trustees appointed
Gender Split

Age Range of Trustees: 60-86
  • DENNIS WICKHAM Appointed: 2012, Occupation: Retired
  • ELAINE ANITA MACHIN Appointed: 2014, Occupation: Retired
  • SALLY ANN DUBERY (Chair) Appointed: 2017, Occupation: Charity Chief Officer
Legal constitution
  • Charitable company registered in England & Wales on 13/10/2005, number: 1111678
  • Registered at Companies House on 31/03/2005, number: 05409543
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
  • 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
17 returns made; AR14: 137 days late, AR13: 83 days late, AR07: 14 days late,
Main office

The Point
Mayflower
Lyons Court
Dorking
Surrey
RH41AB

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MATTER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN THE DISTRICT OF MOLE VALLEY.

Defined Area of Benefit:

IN AND AROUND THE TOWNS OF LEATHERHEAD, ASHTEAD, FETCHAM AND BOOKHAM.

Data Sources

Charity Commission for England and Wales
360 Giving

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