Finance Score: -2

Governance Score: 9

Support Score: 7

Multiple Deficits: -2
No PartB

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

Large volunteers +3
Grant maker support: +4

Overall GiG Score: 14

AGE CONCERN EPSOM & EWELL

To improve the lives of older people in the Borough of Epsom and Ewell. Services include: Information and Advice, Transport to medical appointments, Footclinic, Home Visiting, Befriending, Sunday teas, Hearing aid clinics, Diy and IT support.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from multiple prominent grant makers recently
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

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

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	£355	£177	£178	n/a	n/a	n/a	n/a	n/a	143
31/03/22	£150	£213	£-63	n/a	n/a	n/a	n/a	n/a	200
31/03/21	£258	£204	£55	n/a	n/a	n/a	n/a	n/a	250
31/03/20	£180	£212	£-33	n/a	n/a	n/a	n/a	n/a	300
31/03/19	£145	£211	£-66	n/a	n/a	n/a	n/a	n/a	302
31/03/18	£150	£199	£-48	£0	£0	£0	n/a	0	0
31/03/17	£126	£179	£-54	£0	£0	£0	n/a	0	0
31/03/16	£196	£168	£29	£0	£0	£0	n/a	0	0
31/03/15	£96	£174	£-78	£0	£0	£0	n/a	0	0
31/03/14	£92	£151	£-59	£0	£0	£0	n/a	0	0
31/03/13	£117	£156	£-39	£0	£0	£0	n/a	0	0
31/03/12	£95	£148	£-53	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 13 years

www.ageconcernepsom.org.uk

info@ageconcernepsom.org.uk

01372732456

Charity Commission for England and Wales

Tweets

Listed activities

Disability
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

Surrey,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
143 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

National Lottery Community Fund	£19,384
Community Foundation for Surrey	£10,000
DCMS	£9,999
CAF	£2,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Celebrating our King; Remembering our Queen
£9,385	03/03/2023	The funding will be used in celebration of the King’s Coronation to host an accessible tea party for older members of the community and to plant a memorial tree garden. The project aims to bring ....more The funding will be used in celebration of the King’s Coronation to host an accessible tea party for older members of the community and to plant a memorial tree garden. The project aims to bring people together and create new relationships.
DCMS - Coronavirus Community Support Fund
£9,999	10/08/2020	"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 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."
Community Foundation for Surrey - COVID19 - Isolated Older people
£5,000	11/06/2020	Contribution to additional staffing costs of extended opening hours for the advice and information helpline supporting older people during the COVID-19 pandemic
National Lottery Community Fund - Age Concern Epsom & Ewell's Coronavirus Relief Fund
£9,999	30/04/2020 15	The funding will be used to expand a befriending and support service for older people and vulnerable residents. The project aims to reduce social isolation and provide essential deliveries for people ....more The funding will be used to expand a befriending and support service for older people and vulnerable residents. The project aims to reduce social isolation and provide essential deliveries for people at higher risk to COVID-19.
CAF - Grant to Age Concern Epsom & Ewell
£2,000	17/04/2020	Grant to Age Concern Epsom & Ewell to support the organisation through COVID19
Community Foundation for Surrey - Covid 19 Response - Older people
£5,000	08/04/2020	Funding toward equipment for home work, recruiting more volunteers and the cost of extending the opening hours of a service, which helps the elderly in Epsom and Ewell, during the COVID-19 pandemic.
National Lottery Community Fund - Age Concern Epsom MENS CLUB
£8,568	29/11/2018 12	The project will use funding to provide a social club for older men. The project aims to bring older men together to take part in activities, addressing social isolation and loneliness in the process.
National Lottery Community Fund - Age Concern Epsom MENS CLUB
£9,490	01/11/2017 12	This project will organise a range of social activities for older men with the aim of bringing people together to build friendships and improve wellbeing.
Co-Operative Group - Grant to Age Concern Epsom & Ewell
£3,538	04/08/2017	We offer our elderly clients the gift of time with a friend â€“ they feel less isolated, more valued, healthier, confident and treasured.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 30-74

ADRIANA LAZDINS Appointed: 2023, Occupation: Social Worker

MONA PATEL Appointed: 2023, Occupation: Head Of External Communications

NICHOLAS BRODIE Appointed: 2022, Occupation: Chief Executive Officer

SARAH WOODS Appointed: 2023, Occupation: Director Of Fundraising & Marketing

ALAN PATERSON Appointed: 2019, Occupation: Retired

LOUISE CAROLINE ANN LAUDY (Chair) Appointed: 2022, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 04/01/2011, number: 1139652
Registered at Companies House on 23/11/2010, number: 07448692

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Conflicting interests
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

12 returns made; all on time

Main office

THE OLD TOWN HALL
THE PARADE
EPSOM
KT18 5AG

Objectives

THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED (THE OBJECTS) ARE TO PROMOTE AND ASSIST IN THE GENERAL WELL-BEING OF ELDERLY PEOPLE IN AND AROUND THE BOROUGH OF EPSOM AND EWELL.

Defined Area of Benefit:

THE BOROUGH OF EPSOM AND EWELL

Data Sources