Overall GiG Score: 11 ?
Finance Score: 2
Governance Score: 0
Support Score: 9
  • Strong growth: +2
  • No PartB
    • Grant maker support: +9

    ACTION FOR ELDERS TRUST 

    Action For Elders was formed with the purpose of co-creating a world where we place older people at the heart of the community, giving them the support they deserve to ensure that they get as much value out of later life as possible.Our aim is to tackle the major health and social challenges of ageing in particular mobility and loneliness and empower older people to think differently about ageing
    Analysis by Giving is Great

    Positives:

    • There has been strong growth in spending over the last 5 years
    • 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

    Financial issues to consider:

    • A PartB annual return has not been required and so detailed financial information is not available from the online data
    Established: 12 years

    www.actionforelders.org.uk

    info@actionforelders.org.uk

    03033030132

    Charity Commission for England and WalesCompanies HouseFacebookX
    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
    30/09/22£426£422£4n/an/an/an/an/a30
    30/09/21£520£386£133£0£349£2036.3520
    30/09/20£415£312£103n/an/an/an/an/a25
    30/09/19£341£311£30n/an/an/an/an/a12
    30/09/18£262£198£64£0£0£0n/a025
    30/09/17*£109£109£1£0£0£0n/a00
    30/09/16*£101£88£14£0£0£0n/a00
    30/09/15£50£45£5£0£0£0n/a00
    30/09/14£83£84£-1£0£0£0n/a00
    30/09/13*£16£22£-6£0£0£0n/a00
    30/09/12£21£15£6£0£0£0n/a00

    Highest pay bracket: less than £60,000
    What it does
    • General Charitable Purposes
    • The Advancement Of Health Or Saving Of Lives
    Who works here?
    • 30 volunteers
    Who it helps
    • Elderly/Old People
    How it operates
    • Provides services
    Where it operates
    • Throughout England And Wales,

    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
    Henry Smith Charity£154,000
    National Lottery Community Fund£105,722
    Garfield Weston Foundation£31,500
    DCMS£29,756
    Masonic Trust£15,000
    Two Ridings Community Foundation£7,362
    Herefordshire Community Foundation£5,000
    Specific Donations
    Amount When
    Months
    To be used for
    National Lottery Community Fund - Wales COL - Balanced Lives during the cost of living crisis
    £95,767 19/04/2023
    Action For Elders Trust will use the grant of £95767 to sustain their Balanced Lives programmes in South and Mid Wales and increase the support available to meet the rising and urgent needs of older ....more
    Two Ridings Community Foundation - Balanced Lives York
    £4,862 20/10/2022
    Funding for staff costs (a wellbeing teacher - mindfulness and thai chi) and room hire.
    Garfield Weston Foundation - Main Grants award
    £5,000 05/11/2021
    Weston Charity Awards Winner 2020-2021 Bonus Award
    Herefordshire Community Foundation - Covid 19 Grant to Action for Elders Trust - Hereford
    £5,000 19/08/2020
    Grant to Action for Elders Trust - Hereford
    DCMS - VSCE CMC Fund
    £5,000 19/08/2020
    NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more
    DCMS - Coronavirus Community Support Fund
    £24,756 17/07/2020
    "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
    Two Ridings Community Foundation - Covid-19
    £2,500 10/07/2020
    Funding will be used to purchase tablets as part of a technology loan sceme for the elderly. Group to provide online platform and classes aimed at health and wellbeing, telephone support and written ....more
    Garfield Weston Foundation - Main Grants award
    £6,500 12/06/2020
    Weston Charity Awards Winner 2020-2021
    Henry Smith Charity - Grant to Action for Elders Trust
    £154,000 10/06/2020
    36
    towards three years' running costs of the 'Balances Lives' project designed to improve physical, social and mental wellbeing of older people in Hereford
    National Lottery Community Fund - Balanced Lives: Supporting Older Carers in Bourne
    £9,955 13/03/2020
    11
    The funding will be used to deliver a range of health and wellbeing activities for older carers. The project aims to develop social and supportive relationships with their peers and improve physical ....more
    Garfield Weston Foundation - Main Grants award
    £20,000 14/02/2020
    Balanced Lives
    Masonic Trust - MCF Small Grant
    £15,000 07/06/2019
    Unrestricted core funding for small charities
    Joseph Rowntree Foundation - Balanced Lives Foxwood: improving the physical, mental and social wellbeing of older people living in and around Foxwood
    £4,000 14/05/2019
    To deliver a programme to help improve the physical, mental and social wellbeing of older people living in and around Foxwood
    Lloyds Bank Foundation - Grant to Action for Elders Trust
    £23,930 25/07/2018
    12
    To support the development of their Care Home work.
    People's Health Trust - Wellbeing Our Way
    £24,170 28/06/2018
    This two-year project provided a weekly social group for older residents living in South Belmont. The idea developed following a project funded by the Trust in North Belmont. It aimed to tackle ....more
    National Lottery Community Fund - Creating a Wellbeing Community at Prior Bank Care Home, Sheffield
    £9,895 14/02/2018
    12
    The group will deliver a series of workshops for older people living in residential care. This will reduce social isolation and improve physical health and general wellbeing.
    National Lottery Community Fund - Balanced Lives Barry and The Vale
    £248,842 24/01/2018
    36
    The project will improve the health and well-being of older people Barry and the Vale of Glamorgan by delivering sessions and activities that focus on preventative health, mental health and mobility. ....more
    Dunhill Medical Trust - Swansea Bay Volunteer Activators
    £39,448 11/12/2017
    24
    This project will be a pioneering health and wellbeing project run by and for older people, designed to create a more fulfilling later life for residents of Swansea Bay
    Joseph Rowntree Foundation - Balanced Lives Clifton: alleviating symptoms of poverty by transforming the health, wellbeing and social capital of older residents of Clifton, York
    £4,950 05/09/2017
    A project to alleviate the symptoms of poverty by transforming the health, wellbeing and social capital of older residents of Clifton, particularly those who are over 75 and most in need
    Lloyds Bank Foundation - Grant to Action for Elders Trust
    £13,650 26/05/2016
    12
    Funding a programme of organisational development work including, creating an income generation strategy and related work plan, implementing a robust new financial system, review of legal structure ....more
    National Lottery Community Fund - Improving the Health and Wellbeing of Older People in York
    £224,975 20/04/2016
    36
    This project is a development of the organisation’s Balanced Lives, a 45 week programme delivered by expert trainers to older people. They will be referred via a GP, social services, ....more
    Comic Relief - Care Home Challenge Fund - Improving the Quality of Life of Older People in Care Homes
    £18,990 27/05/2015
    12
    We propose to introduce a Balanced Lives Health and Social Economy programme that focuses on the mobility and mental health challenges of older people living in Care Homes. This will be centred ....more
    Lloyds Bank Foundation - Grant to Action for Elders Trust
    £14,100 28/03/2014
    Action For Elders was formed to provide solutions to the major health challenges of an ageing society. The Swansea based organisation delivers the` Balanced Lives `programme helping older people ....more
    National Lottery Community Fund - (ITV Wales) Balanced Lives
    £50,000 28/11/2013
    12
    The Action for Elders Trust will run the ‘Balanced Lives’ project in Cardiff and Wrexham aimed at improving the lives of older people. The project will involve weekly mobility and social ....more
    Show more rows

    Data sourced from Donors via 360 Giving

    How is it governed?

    Trustees (5)
    Current Trustees appointed

    Age Range of Trustees:
    Legal constitution
    • Charitable company registered in England & Wales on 21/02/2012, number: 1145996
    • Registered at Companies House on 08/07/2011, number: 07698491
    Gift Aid
    • NOT registered with HMRC for Gift Aid
    Policies in force
    • Complaints handling
    • Conflicting interests
    • Paying staff
    • Risk management
    • Safeguarding vulnerable beneficiaries
    • Volunteer management
    Filing Record
    11 returns made; AR17: 57 days late, AR16: 63 days late, AR13: 120 days late,
    Main office

    Elfed House
    Oak Tree Court
    Mulberry Drive
    Cardiff Gate Business Park
    Cardiff
    CF23 8RS

    Objectives

    TO RELIEVE SICKNESS AND SOCIAL ISOLATION AND TO PRESERVE AND PROTECT HEALTH AMONGST THOSE AGED 50 AND OVER AND IN PARTICULAR (BUT NOT EXCLUSIVELY) THOSE AGED 75 AND OVER WHOSE INDEPENDENCE OR PHYSICAL MOBILITY MAY BE RESTRICTED THROUGH PHYSICAL OR MENTAL ILLNESS.

    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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