## **Trustees’ Annual Report for the period**
# **From 1[st] April 2020 to 31[st] March 2021**
**Charity name: Age Concern Voluntary Association for the Elderly Merstham, Redhill and Reigate**
## **Charity registration number: 1173649**
## **Objectives and Activities**
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SORP reference
Summary of the Para 1.17 To promote the relief of elderly people
purposes of the charity in any manner which now is or
as set out in its hereafter may be deemed by law to
governing document be charitable in and around
Merstham, Redhill and Reigate within
the County of Surrey (“the area of
benefit”)
Summary of the main Para 1.17 and The primary activities undertaken by
1.19
activities in relation to the charity are the provision of a day
those purposes for the centre for older people living in the
public benefit, in area of benefit. The day centre
particular, the activities, provides a variety of activities,
projects or services designed for mental and physical
identified in the stimulation, as well as ancillary
accounts. services to support well-being e.g.
hairdresser, podiatrist, and hearing
aid maintenance. The charity owns
two minibuses which are used to
transport people to the centre, and a
cook is employed to provide a hot
meal or snack option. There is a
Men’s Shed in the garden of the
centre for older men who would be at
risk of social isolation or loneliness
but do not want the hustle and bustle
of a traditional day centre. In addition
to the centre-based activities there is
a Befriending Service available for
older people who are less mobile and
unable to attend the day centre. The
charity also offers information and
advice where appropriate and is a
reference point for older people and
their carers in the area of benefit.
Statement confirming Para 1.18 Any decision relating to the overall
whether the trustees business development of the charity,
have had regard to the including but not limited to service
guidance issued by the delivery, fundraising and external
Charity Commission on events, is made with full
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public benefit consideration of all relevant factors.
The Trustees will consider how any
decision will fit within the core
mission and purpose of the charity,
whilst taking into consideration the
Charity Commission guidance on
public benefit.
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## **Additional information (optional)**
You may choose to include further statements where relevant about: SORP reference
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SORP reference
The charity relies heavily on the
Para 1.38 contribution of volunteers in all areas
Contribution made by of service delivery, administration
volunteers and Governance, and many of the
services simply would not happen
without their input. Volunteers help in
the day centre, with activities,
refreshments, cleaning, driving and
escorting members on the minibus.
The Befriending service comprises of
a team of volunteers carefully
matched with a lonely older person,
the coordinator ensures people with
similar interests and personalities are
matched and we often see genuine,
long lasting friendships develop.
We have noticed an increase in
corporate volunteering and have
benefitted from individual team
members using their Corporate Social
Responsibility (CSR) days to help with
bespoke projects as well as corporate
teams helping with major projects. It
is a real bonus to be nominated as
the recognised charity of choice for
corporate organisations and apart
from the financial benefits incurred
the charity is able to benefit in many
other ways from the intellectual
property the corporate organisation
can offer.
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## **Achievements and Performance**
SORP reference
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The main purpose of the charity is to
help prevent loneliness and social
isolation amongst older people living
Summary of the main in the catchment area. This is
Para 1.20
achievements of the achieved through all areas of service
charity, identifying the delivery by bringing people together,
difference the charity’s cultivating friendships and helping
work has made to the people to remain living independently
circumstances of its in their own homes for as long as is
beneficiaries and any practical and they so wish.
wider benefits to society The trustees are responsible for
as a whole. reacting to the changing needs of the
community and ensuring any new
services offered meet the demand
whilst maintaining the integrity and
core values of the charity. An example
of this is the Men’s Shed which was
established to offer an alternative to
the growing number of socially
isolated older men who were
desperate for company but reluctant
to attend a traditional day centre.
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## **Financial Review**
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Review of the charity’s Para 1.21 The Covid-19 pandemic has had a
financial position at the significant impact on the charity. All
end of the period usual income generating services
were suspended and most of the
members were shielding. We
introduced new support services,
which although essential to the
mental well-being of our clients, were
not income generating.
The financial stability of the charity
was a major concern, we accessed
the Furlough scheme and some
emergency Covid funding but have
not been able to generate any of our
usual income since the pandemic
began.
However, the charity has ended the
year in a positive financial position;
this is primarily due to the lower costs
associated with the business closure,
combined with the income received
from the emergency Covid funding
and other grants received.
Statement explaining Para 1.22 In the trustees’ view, the reserves
the policy for holding should provide the charity with
reserves stating why adequate financial stability and the
they are held means for it to meet its charitable
objectives for the foreseeable future.
The charity’s reserves are sufficient to
meet at least six months’ operational
expenditure. The trustees have
introduced ‘designated reserves’ to
cover the cost of major repairs that
may be required at short notice. The
trustees review the amount of
reserves that are required on a
quarterly basis at their finance and
general-purpose committee meeting.
Amount of reserves held Para 1.22 £84,912 Free Reserves
£20,000 Designated Reserves
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially Para 1.24 N/A
in deficit
Explanation of any Para 1.23 The Covid-19 pandemic has had a
uncertainties about the devastating effect on the charity
charity continuing as a sector, with more charities than ever
going concern before applying to Charitable Trusts
and Foundations to supplement their
income. This makes it very difficult to
achieve a successful outcome, and
the charity must use more time and
resources applying for the additional
funding required every year to break
even.
The annual expenditure was lower
because of the enforced closure due
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to the lockdown restrictions. However, without the income received from the Government Job Retention scheme and various emergency relief funding, the charity would have become financially vulnerable.
## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25 Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 Association CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 The members or the charity trustees
methods including may at any time decide to appoint a
details of any new charity trustee, whether in place
constitutional provisions of a charity trustee who has retired or
e.g. election to post or been removed in accordance with
name of any person or clause 15 of the Constitution
body entitled to appoint (Retirement and removal of charity
one or more trustees trustees), or as an additional charity
trustee, provided that the limit
specified in clause 12 (3) (of the
Constitution) on the number of charity
trustees would not as a result be
exceeded.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
The charity receives core funding and is a commissioned service partner Relationship with any Para 1.51 with the Borough of Reigate and related parties Banstead Council
## **Reference and Administrative details**
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Charity name Age Concern Voluntary Association for the Elderly
Merstham, Redhill and Reigate
Other name the charity Age Concern Merstham, Redhill and Reigate (MRR)
uses
Registered charity 1173649
number
Charity’s principal The Merstham Centre
address Weldon Way
Merstham
Surrey RH1 3QB
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Alison Louise Chair
1
Dadswell
2 Garry Brooks
3 Angela Fraser DL
Nicola Janine Van
4
Dyk
Anne Elizabeth
5
Cotterell
6 Anand Gulati LLB
Claire Harvey Treasurer 12/08/2020 –
7
31/03/2021
John Bryant 13/08/2020 –
8
31/03/2021
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved **Director name**
Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year**
## **Funds held as custodian trustees on behalf of others**
Description of the assets N/A held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements N/A for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
**Type of Name Address adviser**
**Name of chief executive or names of senior staff members (Optional information)**
Sandy Featherstonhaugh
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
**N/A**
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s)**
**Position (eg Secretary, Chair, etc)**
**Date**
##
##
##
##
##
##
##
##
##
##
||||Yearended|Yearended|f€r6aH|
|---|---|---|---|---|---|
|||||31March|l:lidwr/l,|
|||||2421|zAXt|
|||Unrestricted|Restricted|Total|.l*trc.':.,'-|
|||C|f,€||E|
|Donations andLegacies||L4,789||14,749|to,6_N:|
|Grants||46,24t||&?4t|3A,lifi6|
|Fundraising and lettings||4,788||4,799|23,633|
|Charitable activites:||||||
|Daycentres and clubs||2,455||2,055|224i6|
|Transportation||423||423|8,#2,|
|BefriendingService|||12,500|12,5@|88|
|Mens Shed|||400|It00|1p,9.55.|
|Projects:||||||
|lTProject|||5,250|5,25O||
|Misceltan€ous lncome||||7||
|TotalIncome and Endowments|||1&1sO|86.4y|i09,ffi|
|Expenditure onraisingfunds {incl prorects}||||||
|Costofgenerating grants,donations andlegacies||2q189||20,18s|9-303|
|Cost offundraising|||||L837|
|Expenditure on charitable activities||||||
|Daycentres and clubs||12,081||12,081|55,792|
|Transportation||t8,230||18,2:X)|35,759|
|BefriendingService||8,981|12,5m|21,4L|7p75|
|MensShed||6,9110|400|7,W|e8,*s9:|
|Projects:||||||
|lTProject|||534|534||
|Miscellaneous Expenditure||||||
|TotalExpenditure||66,4?,1|13,4*|79,855|,it&sffi|
|RevaluationofFreehold land and buildings||t0/.,28L||,:fJ,.,28t||
|||106.,Lil|4,718|110,880|{18-rW|
|Totalbroughtforuard||t76,452|6,787|
183,239|2-O1,4W|
|Net movementsinfunds||106.164|4.7\6|110.8&l|/1*,r?tt|
|Totalcariedfotvard|718|282,616|11,503|M,t];9|,83,2:t9|
##
##
##
##
##
##
##
|||RsHcEd|7&rlndtrc
VlE3rS.Zl|I*ld{ti,rffiir
v{*iieru|
|---|---|---|---|---|
|||ft||f|
|6nnb&Lettin€B|||||
|Don.tionsiec€ived|114,7891||||
|&Bequests|||||
|*dOther ComptniesGrants|||||
|Edwdrd AostlingFowdation|(5,0@l||||
|f*aWsofHelpFund|{50O}||||
|CffimunwFoundotionlorSurey|{5,000}||||
|WoodrolfeBentonFundation|(50O)||||
|&[htrities&Gffi mrensADpli.atior6|||||
|Reigate & Eonstead BoroughCouncil|135,2411||||
|lmme|(2,7OLl||||
|EwntSales|(2,0871||||
|&Clubs|||||
|DayCentrelunchs&ClubsactivitiG|{1,620}||||
|Membership|{435}||||
|DayCefitre &ClubsactivitiesMi$ellaneous|||||
|Minibus fares lncome|(423)||||
|Outings&Holidavslnpm|||||
|Sptr;ficGrants|||||
|-cofirmunityFoundationfarsurrey||(7,500)|||
|-NdtionalLoEery||(5,o0ol|||
|Bsfriending Sw Donations|||||
|Shed|||||
|SpsifkGBnts|||||
|-EdrchesterGroup||{40o}|||
|ShedDoffitions|||||
|ShedProductsSales|||||
|PFiects|||||
|SptrificGrants|||||
|-Reigote & Bonsteod Boroughcouneil||{5,250}|||
|Other Proiects donations|||||
|Other Proiects Product53ls|||||
||{7)||||
||Expenditure on|raisingfundr|raisingfundr|fxpenditureoncharitabl€ activities|fxpenditureoncharitabl€ activities|fxpenditureoncharitabl€ activities|fxpenditureoncharitabl€ activities|fxpenditureoncharitabl€ activities||Otier||
|---|---|---|---|---|---|---|---|---|---|---|---|
|||||||||||lxp€nditure||
||Costof
generating
grants,|Costof
fundraising||Daycefires
andclubs|Transport||Befriending
Service|Men's|Shed|lTProiect|Total
Expenditure
Y1E31.3.21|
||donations&|||||||||||
|Oirect Expenditure||||||||||||
|Salarlesexpenre
LunchesExpense
Centre&Clubs FundraisingActivities|14048||-|6,882
969
515||1,053|
t4,663||5,663||42,309
969
51s|
|Outings andactivitiescosts||||39.95|||||||40|
|Iranspcrtexpenses
Expensesfor BefriendingActivities||||||3,188|285||||3,188
285|
|Training Costs||||||||||||
|Depreciationexpense
Shedcosts&Tools||||||8,445|||432||8,44s
432|
|Expensefor OtherProiectsActivities|||||||||||534|
|Projects Sundries||||||||||||
|Total DirectCosts|Il1_{tan|||A/U!€||t76Aq|,a_ca-,||5 nqq|ql,|56,7L7|
|SuDportExpenditure||||||||||||
|Premisesexpenses
wages Merstham(supportcostsl
OfficeExpense
Governan.eExpense|1,782
1,533
795
540||
-
-
-
-|1,,066
9!7
476
321||1,609
1,384
7La
488|
1,896
1,631
U6
575||665
345
234||6,353
6,130
3,180
2,!6!|
|TrainingCosts
Depreciationexpense
Sundries|1,434
56||
-
-|858
34||7,295
51|
t,516
60||||5,!L4
200|
|Total lndirect €osts|5.141|||3,574||5.5tt5|5.534||!.244||23.138|
|Total Expenditure|||||||||||79_455|
||TOTATf|||||||||||
|expenses|6,353|||||||||||
|Merstham|6,r.30|||||||||||
|Expense|3,180|||||||||||
|Expense|2,161|||||||||||
|ainingCosts||||||||||||
|ronex0ense|5,114|||||||||||
##
|Not€4-FixedAssets||||||
|---|---|---|---|---|---|
||Freehold|lmprov€ments||||
||landand|to|Motor|Other||
||buildings
€.f€fc|Prop€rty|vehicles equipment||Total|
|Costor voluation||||||
|Atthebeginning oftheyear|29,O43|86,887|59,t12|34,777|209,819|
|Additions||6,192||3,714|9,906|
|Revaluation|104,281||||144,281|
|Disposals||||t23,7211|123,7211|
|A.tthee$d ofthe year|t33.324|s3.479|59.LL2|L&.770|300.285|
|Deprecidtion||||||
|Atthebeginning oftheyear||80,079|11,1L4|32,M0|123,593|
|Chargefor theyear||2,658|8,445|2,426|13,559|
|Disposals||||(23,121'|123,7aLl,|
|Attheend ofthe year||82,767|19.559|11.104|113.430|
|Netbookvalue||||||
|At31 March 2021|133,324|10,312|39,553|3,665|186"854|
|At31 liilarch 2020|||47,99A|
2||
|5 -Debto$|||||||
|---|---|---|---|---|---|---|
|||31|idaell|lllvFardr|||
||&escri$iun|.f|&21|201q€||....|
|Sundrydebtors|Mar21 FurloughpaymentfrornHMRC||Z,7tA,||||
||||||-||
|Sundryprepayments|charitylogtrainingdaysandsuppoficontract||
2,262 .i|..r,'|'l||
||tcsrriptio{r|3l|Metch I
Xn1
l
:4
1e|31,[fail*r
2t2O|||
|Sundrycreditors|Mar19PAYE&Pensions||2.885|,:|-||
##
|)escription|lApril
2A2A|lncoming
Resources|Resources
Expended|Rest.iEtedl
Unrestricted|31Mar€h
2921|
|---|---|---|---|---|---|
|||||Transfers||
||f|€ff,|||f|
|Co-opFunding
MensShed-various donors
Wellbeing
lTProject|6,787|4AA
12,500
5,2s0|t400)
{12,s00}
(s34)|15,787
(2,353|2,3s3|
|Othe. Proiects||||||
|lotalRestricted Funds|6,747|18.150|113.4?41|{9.150|2,353|
|)es.ription|1Apal
2024
f.|lncorning
R€sources
E|Resources
Expended
e|Reltricted/
l.rnrestricted
Transfers
E|Revaluationof
Freehold land
&Buildings
f|31 March
2021
f|
|---|---|---|---|---|---|---|
|Tangiblefixedassets|36,226|-|{13,5s9}|9,906|ta4,zat|t8685tl|
|Free reserves|90,226|68,304|
{s2,862}|(20,7s6)||84,9L2|
|DesignatedReserves||||20,000||m,{xro|
|fotalU{rr€stdctedFunds|776,452|6&304|(66,4211|9,150|104,281|29L,766|
A8e Concern VOnIry Assoclauon forthe Eklerly
Merstham, Redhill and Ilei8ate
Indepeythit ex*mhw's port totheTNstets the{* Cffir*rn Voh4nt•ryA$50fiatknfor the Elderlv
Mer5thJrn, Redhil and Reizate
I reporr on the accounts forthe Charity fwthe Year ended 31 Marth Z021. whith a set on page$ 4 10 11.
Rwdive re5pon5tbilibesof Tru5tee5 ar
The Charity's Trustees are resptsn%e lor the preparètion of the accounts. The tharity'5Tru5tees con%der that an audit
is not required forthi% yeat undet sectts) 144(21 ofthe Chaiilies Art 2011 Ithe 2011 Acii and that an Indepertdt
examination is needed.
li is my respons*bility ro=
' examine the accaunts undeT Section 145 of the 2011
' totdlow the procedure5 laid down in theSera1 r*rectionswven bythecharity Commt5slon tjnder section 145lbl of
the 2011 Art.. an
' to state whether part*cular marters have come to my attentw.
My examinat1ts41 Wa5 ¢3rr*o our In accoroance wtLn tne senerai virection5 gwen Dyine Lnarrty Lommis510n.
examinatK)n tncludesa review ol the accounting records kept by the charity and a comparison of the attounts
presented With Ihose retords. It also Includes Conyderation of any unusual Items ordisdosuies in the accounts. and
seeking explanalion5 frorTr you as Yru5tee5 concernin8 any such matters. The procedures ur>dertaken do not provide all
the evHlence that wouM4 be required in an 0Jit and ¢onsequffitly no opinion 1$ 8i¥en asto thether the atcourtts
preswt a Yrue and faiTtW. the report is lirnrted to those rnattew55el out in the statement bebw.
Independeni eA4rn1nerfs smemeni
lft Connettion wwh my examinaiknn. no matter haswme to myattenti¢M:
111 whKh g5 me reasonable cause to believe th* In any mater*1 respect the requirements..
' to keep acc¢)untlll8 recwds in ac¢ordan¢ewrf¢h 130of the ZOII Art.. and
' io pwareac¢ounts which wfth the actountijw rec(*ds tomp with thea¢countlfi8 requirements of the
2011 Act
have not been met." or
121 towhKh, in my opinn. attent should be drawm in ordef to enable a proper understanding of the accountsto be
reached.
Vlad srapO¥
Thorntree5
Church Hill
Merstham
RHI 38J
Date:
JG /io 114)"