Finance Score: 2

Governance Score: 3

Support Score: 9

Strong growth: +2
No PartB

Dynamic board: +3

Large volunteers +5
Grant maker support: +4

Overall GiG Score: 14

SUSTAINABLE MERTON

SUSTAINABLE MERTON IS A COMMUNITY LED INITIATIVE GIVING LOCAL RESIDENTS, ORGANISATIONS AND BUSINESSES THE OPPORTUNITY TO STIMULATE PRACTICAL ACTION TO MAKE OUR AREA A SUSTAINABLE COMMUNITY. THE THINKING BEHIND THIS IS SIMPLY THAT A BOROUGH USING ENERGY AND RESOURCES IN A SUSTAINABLE WAY COULD, IF WELL PLANNED AND DESIGNED, BE MORE RESILIENT, MORE ABUNDANT AND MORE PLEASURABLE THAN AT PRESENT.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
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
The Board appears to be dynamic in terms of composition

Financial issues to consider:

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£330	£316	£13	n/a	n/a	n/a	n/a	n/a	387
31/03/22		£143	£177	£-34	n/a	n/a	n/a	n/a	n/a	213
31/03/21	*	£180	£108	£73	n/a	n/a	n/a	n/a	n/a	145
31/03/20		£58	£63	£-5	n/a	n/a	n/a	n/a	n/a	90
31/03/19		£62	£62	£0	n/a	n/a	n/a	n/a	n/a	60
31/03/18		£50	£65	£-15	£0	£0	£0	n/a	0	0
31/03/17		£110	£112	£-2	£0	£0	£0	n/a	0	0
31/03/16	*	£98	£95	£3	£0	£0	£0	n/a	0	0
31/03/15		£78	£67	£11	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 10 years

www.sustainablemerton.org

info@sustainablemerton.org

02034170476

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage

GiG Classification

Land or water management

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides human resources

Where it operates

Merton,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
387 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	£36,195
The London Community Foundation	£9,500
City Bridge Trust	£4,550
HM Revenue & Customs	£2,000

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Sustainable Merton
£1,328	21/10/2023	We need help to manage our group of volunteers to collect food from local businesses, transport it to our community fridge and distribute it to the growing number of people living in food poverty.
HM Revenue & Customs - SME Brexit Support Fund
£2,000	21/04/2021	Funding provided for Professional Advice Grant
National Lottery Community Fund - [WAVE 5 LCRF] Sustainable Merton
£36,195	18/03/2021 11	The project is using funding to offer environmentally focused community work in Merton to build a sense of community reduce social isolation and food poverty as well as connect people to nature. The ....more The project is using funding to offer environmentally focused community work in Merton to build a sense of community reduce social isolation and food poverty as well as connect people to nature. The funding is being used to offer more training opportunities in the environmental sector increase reach and engage a more diverse audience.
The London Community Foundation - Grant to Sustainable Merton
£9,500	17/12/2020 5	This funding will be used to 1) purchase essential fresh and long-life food for Merton residents living in food poverty, 2) fund the transport costs of bringing food donations to our distribution ....more This funding will be used to 1) purchase essential fresh and long-life food for Merton residents living in food poverty, 2) fund the transport costs of bringing food donations to our distribution points, and 3) assist with related core costs and training.
City Bridge Trust - Grant to Sustainable Merton
£4,550	24/04/2020	A grant of £4,550 to fund the essential and urgent costs outlined in the application, so that the organisation can carry on providing support to Londoners.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

ANCA TACU Appointed: 2023

KUZIVA PUNUNGWE Appointed: 2023

ALYSHA SIMONE RANDALL Appointed: 2022

ANNA LAIDLER Appointed: 2023

BENEDICT MICHAEL CUDDON Appointed: 2019

DOCTOR GILLIAN LEIGH Appointed: 2014

DR JULIET DOROTHY BOYD Appointed: 2016

RUTH BABER Appointed: 2014

SU KIM-STROUD Appointed: 2023

ALAN MARIES Appointed: 2021, Other trusteeship: The Academy Choir Wimbledon,

Legal constitution

Charity registered in England & Wales on 11/04/2014, number: 1156639

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
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

9 returns made; AR21: 1 days late, AR16: 0 days late,

Main office

The Old Boiler House
Morden Hall Park
Morden
Surrey
SM4 5JD

Objectives

TO PROMOTE FOR THE BENEFIT OF THE PUBLIC IN AND AROUND THE LONDON BOROUGH OF MERTON:(A) THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE ENVIRONMENT, IN PARTICULAR BUT NOT EXCLUSIVELY BY ENCOURAGING THE PRUDENT USE OF NATURAL RESOURCES, AND RAISING AWARENESS OF ENVIRONMENTAL ISSUES;(B) THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN THE SUBJECT OF SUSTAINABLE DEVELOPMENT IN PARTICULAR, BUT NOT EXCLUSIVELY BY RAISING AWARENESS OF THE ISSUES ASSOCIATED WITH PEAK OIL AND CLIMATE CHANGE AND THE CONSEQUENT NEED TO DEVELOP A LOW CARBON, SUSTAINABLE FUTURE

Data Sources