Finance Score: -3

Governance Score: 2

Support Score: 10

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Gender balanced board: +3

Large volunteers +3
Grant maker support: +7

Overall GiG Score: 9

AGE CONCERN VOLUNTARY ASSOCIATION FOR THE ELDERLY MERSTHAM, REDHILL AND REIGATE

Provide a range of services for older people, including a day centre 4 x weekly, men's shed, befriending service, shopping trips, social outings, alliance with Citizens Advice Service, access to legal advice, chiropody and hair and beauty treatments.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
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 gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

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

Established: 7 years

www.ageconcernmrr.org.uk

enquiries@ageconcernmrr.org.uk

01737645636

Charity Commission for England and Wales

Tweets

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	£106	£157	£-50	n/a	n/a	n/a	n/a	n/a	35
31/03/22	£133	£131	£2	n/a	n/a	n/a	n/a	n/a	35
31/03/21	£86	£80	£7	n/a	n/a	n/a	n/a	n/a	20
31/03/20	£110	£128	£-18	n/a	n/a	n/a	n/a	n/a	25
31/03/19	£186	£109	£76	n/a	n/a	n/a	n/a	n/a	40
31/03/18	£2	£0	£2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability

How it operates

Provides services

Where it operates

Surrey,

Who it helps

Elderly/Old People
Other Defined Groups

Who works here?

Unknown number of employees
35 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

Community Foundation for Surrey	£50,750
National Lottery Community Fund	£20,000
DCMS	£12,500
Allen Lane Foundation	£8,000
The Leathersellers' Company Charitable Fund	£2,000
Sir Jules Thorn Charitable Trust	£1,500

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Core Funding
£10,000	16/06/2023	The funding will be used to cover the core costs of the groups which provides support to older people in the community. The project aims to ensure the service can remain financially sustainable to ....more The funding will be used to cover the core costs of the groups which provides support to older people in the community. The project aims to ensure the service can remain financially sustainable to meet growing demand and continue to serve the needs of older people.
Community Foundation for Surrey - Men's Shed - Extra Day
£5,000	18/11/2022	Funding towards a co-ordinator to enable the Men's Shed to open an extra day a week for 10 months.
Community Foundation for Surrey - Men's Shed - Extra Day
£5,000	21/10/2022	Funding towards a co-ordinator to enable the Men's Shed to open an extra day a week for 10 months.
Sir Jules Thorn Charitable Trust - Age Concern Voluntary Assoc. for the Elderly Merstham, Redhill & Reig - 23/03/22
£1,500	07/04/2022	Core Funding
Community Foundation for Surrey - Queen's Platinum Jubilee Celebration
£750	01/04/2022	Funding towards a street party to celebrate the Queen's Jubilee.
Allen Lane Foundation - Grant to Age Concern Voluntary Assoc. for the Elderly Merstham, Redhill & Reigate (Age Concern MRR)
£8,000	04/03/2022	£8,000 over two years (£4,000pa) towards the general running costs of this day centre scheme in Merstham.
The Leathersellers' Company Charitable Fund - Grant to Age Concern Voluntary Assoc for the Elderly MRR
£2,000	23/02/2022	Small Grant Unrestricted Core Costs
Community Foundation for Surrey - COVID19 - Isolated Older people
£20,000	06/05/2021 11	Funding to enable a Day Centre for older people in Reigate and Banstead to open for a fourth day each week to address the challenges experienced during the COVID-19 pandemic
Community Foundation for Surrey - COVID19 - Isolated Older people
£7,500	21/09/2020 5	Funding for Wellbeing packs for older isolated people in Merstham, Reigate and Redhill during and following the Coronavirus pandemic
DCMS - VSCE CMC Fund
£7,500	21/09/2020	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 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 and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
DCMS - Coronavirus Community Support Fund
£5,000	24/07/2020	"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 "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 - Covid 19 Response - Older people
£5,000	03/04/2020	A contribution to running costs for a charity supporting isolated older people in Reigate and Banstead during the Coronavirus pandemic
Community Foundation for Surrey - Age Concern MRR - core funding costs
£7,500	13/01/2020 10	Funding for the core costs of a charity focusing on the elderly in Merstham, Redhill and Reigate.
National Lottery Community Fund - Age Concern MRR - Men's Shed Project
£10,000	27/06/2019 12	The project will use funding to employ a Co-ordinator for its Men's Shed.
Garfield Weston Foundation - Main Grants award
£5,000	11/10/2018	Men's Shed Project
National Lottery Community Fund - men's shed project
£10,000	07/06/2018 11	The charity will continue to employ a co-ordinator and deliver activities such as woodwork, repairs and maintenance for local men. This will focus on social inclusion and welfare of the participants.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

ANAND GULATI LLB Appointed: 2017

ANGELA FRASER DL Appointed: 2017

ALISON LOUISE DADSWELL (Chair) Appointed: 2020

CLAIRE PIDGEON Appointed: 2020

EMMA CLARE STOCKDALE Appointed: 2023

GARRY BROOKS Appointed: 2019

JOHN ROBERT BRYANT Appointed: 2020

MELISSA DUNN Appointed: 2022

Legal constitution

Charity registered in England & Wales on 03/07/2017, number: 1173649

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Volunteer management

Filing Record

6 returns made; all on time

Recent reorganisation events:

Asset transfer in from VOLUNTARY ASSOCIATION FOR THE ELDERLY - MERSTHAM, REDHILL AND REIGATE DISTRICT on 16/09/2020

Main office

THE MERSTHAM CENTRE
WELDON WAY
MERSTHAM
REDHILL
RH1 3QB

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND MERSTHAM,REDHILL AND REIGATE WITHIN THE COUNTY OF SURREY (THE AREA OF BENEFIT)

Data Sources