CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the perlod From 1st April 2023 to 31$t March 2024 Charity name: Age Concem Voluntary Association for the Elderly Merstham, Redhlll and Reigate Charity registration number: 1173649 Objectives and Activities SORP r&f&rènco Para 1.17 Summary of the purposes of the charity as set out in its governing doGument 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" The primary activities undertaken by the charity are the provision of a day centre for older people living in area of benefit. The day centre provides a variety of activities, designed for mental and physical stimulation, as well as anciSlary services to support well-being e.g. hairdresser, podiatrist, and h8aring 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 c8ntre for older men who would be at risk of social isolation. A Befriending Service available for older people who are less mobile and unable to attend the day centre. The charity has recently introduced a be-spoke 'charity shop, for the benefit of members and the wider community. The charity signposts information and advice where appropriate and is a reference point for older people and their carers in benefit. Any decision relating to the overall business development of the Gharity, including but not limited to servic8 delivery, fundraising and external events, is made with full consideration of all relevant factors. The Trustees will consider how any decision will fit within the Gore mission and purpose of the charity, whilst taking into consideration the Charity Commission uidanc8 on ublic benefit. Summary of the main activities in relation to those Purposes for the public b8n8fit, in particular, the activitles, projects or services identified in the accounts. Para 1.17 and 1.19 Statement confirmlng whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.18
Additional information (optional) You ma choose to include further statements where relevant about: SORP refer6nc& The charily relies heavily on the contribution of volunteers in all areas of service delivery, administration, 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 cornprises 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 oflen see genuine, long-lasting friendships develop. We have noticed an increase in corporate volUntrIng and have benefitted from individual team members using their Corporate Social Responsibility (CSR) days to help with bespok8 projects as well as corporate teams helping with major projects. It is a real bonus to be nominated as the recognised Charity of Ghoice for corporate organisations and apart from the financial benefits incurred the charity can benefit in many other ways from the intellectual property the corporate or anisation can offer. Para 1.38 Contribution made by volunteers. Achievements and Performance SORP referen¢e The main purpose of the charity is to help prevent loneliness and social isolation amongst older people living in the cat¢hm8nt area. This is achieved through all areas of service delivery by bringing people together, cultivating friendships and helping people to remain living independently in their own homes for as long as is practical and they so wish. The trustees are responsible for reacting to the changing needs of the community and ensuring any new ServIS offered meet the demand whilst maintaining the integrity and Gore 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 r81uctant to altend a traditional da ntre. Summary of the main achievements of the charity, identrfying the differen the Gharity's work has made lo the circumstances of its beneficiaries and any wider benefits to society as a whole. Para 1.20
Financlal Revlew Review of the Gharity's financial position at th8 end of the p6riod Para 1.21 The charity had a deficit for the year of £25,596. At the end of the year the charity had total r8serves of £220,295. This includes: £153,546 of tangible fixed assets £41,183 of free reserves and £20,000 of designated reserves In th8 trustees, view, the reserves should provide the charity with adequate financial stability and the means for it to meet Its charitable objectives for the foreseeable future. The charity's reserves are sufficient to m88t 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 Treasurer compiles monthly managernent accounts, and Ihe Trustees review the amount of reserves that are required at their finance and general- ur ose committee meetin £41 ,183 Free Reserves £20,000 Desi nated Reserves NIA Statement explaining the policy for holding reserves stating why they are held Para 1,22 Amount of reserves held Para 1.22 Reasons for holding zero reseNes Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concern Para 1.22 Para 1.24 NIA Para 1.23 Coronavirus remains to have had a devastating effect on the charity s&ctor, with more charities than ever befor8 applying to Charitsble Trusts and Foundations to supplement their income. This makes it very difficult to achieve a successful outGome, and the charity must use more time and resourTrs applying for th6 additional funding required every year to break even. structure, Governance and Management Description of charity's trusts: Type of governing document Irusl deed, rDi/al charierl How is the charity constitLrted? (e g. ufiincorporalpd associalion, CIO) Trustee selection melhods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Para 1.25 Constitution Para 1.25 Association CIO Para 1.25 The mernb8rs or the charity trustees may at any time decide to appoint a new charity trustee, whether in place of a charity trustee who has retired or been removed in accordance with clause 15 of the Constitution (Retirement and removal of harit trustees or as an additional chari
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. Additional information {optional) You may choose to includ8 further statements where relevant about: Th8 charity receives core funding and is a commissioned service partner with the Borough of Reigate and Banstead Council Relationship with any related parties Para 1.51 Reference and Admlnistratlve details Charity name Age Concem Voluntary Association for the Elderly Merstham, Redhill and R81 ate A e Conrn Merstham, R8dhill and Rei 1173649 The Merstham Centre Weldon Way Merstham Surrey RH13QB other name the chari uses istered chaiit number Charitys principal address at8 MRR Narnes of the charity trustees who rnanage the charity Date8 acted rf nol for whole ear Trustee name Office {If any) Name of person {or body) entlded loa Int trustee Ifan Alison Louise Dadswell Chair Garry Brooks Angela Fraser DL Melissa Dunn Emma Stockdale Resign8d May 2023 Patron Anand Gulati LLB President Treasurer Claire Pidgeon John Bryant 10 11 12 13 14 15 16 17 18 19 20
Cor orate trustees - names of the directors at the date the re Director name ortwasa roved. Name of truste8s holding title to property belonging to the charity Trustso namo Dat08 actsd if not for whole oar Funds held as custodian trustees on behalf of others. Description of the assels NIA held in this capacity. Name and objects of th8 arity on whose behalf the assets are held and how this falls within the custodian charily's objects NIA Details of arrangements for safe custody and segregation of such assets from the charity's own assets NIA Additional infomiation {optional) Names and addresses of advisers (Optlonal Infonnation) Type of Name Address advlser Name of chief executive or narnes of senior staff members (Optional infonnation) Janet McCart6n Exemptions from disclosure Reason for non-disclosure of key personnel details
NIA Other o tional information Declarations The trustees daclare that th8y have approved the trustees, report above. Signed on behalf of the charity's trustees Slgnature(s) Full name(s) Posltlon (e.g. Secretary, Chair, etc) ALI Date 28 2oeL
Ageconcern 4 Merstham. Redhill. Reigate AGE CONCERN VOLUNTARY ASSOCIATION FOR THE ELDERLY MERSTHAM, REDHILL & REIGATE CHARrrY NO: 1173649 ANNUAL ACCOUNTS For the year ended 31st March 2024 Age Contrrn Voluntary Association for the Elderly Merstham, Redhill and Reigate Age Concern MRR- Registered Chority No. 1173649- Annual Report 2023-24
Age Conrn Voluntary Association for the Elderly Merstham, Redhill and Reigate Reference and administrative information Constitution and objectives Age Q)ncern Voluntary Association for the Elderly Merstham, Redhill and Reigats is a Charitsble Incorporated Organisation (CIO) governed by rules set out in its constitution. Its objectives a established in its constitution as being the pursuit of any chan'tsble activity for the benefit of the agedi particularly in or near Merstham, Redhlll and Reigate. The Trustees have had regard to the Charity Commission's guidance on public benefit in establishing the aims and activities of the Charity and are satisfied that the aims and activities described in their Annual Report meet the expectations of that guldance. All the Charitys services are provided free of charge or at a cost whlch is afftirdable to substsntially all potential beneficiaries, or otherwise funded by public and private donors at no cost to the benefiaaries. Eligibility to access services is not restricted in any way other than appropriate age and proximty to the Charity's area of operation. Whilst many of the activiti&s benefit the broader community of the Borough and beyond, these benefits are addltlonal and incidental to the Charity's alms. The Trustees are the General Committee set out at the beginning of the report. The GenerBI Committee delegates day to day decision making to the Finance and General Purposes Committee, conslsting of the Officers. Principal office The Merstham Centre Weldon Way Merstham Surrey RHI 3QB Independent examiner Judita Rogers 2 Sunstone Grove Merstham Surrey RHI 3PR Bankers Charities Aid Foundation (C4F) Bank 25 Kings Hill Avenue Kings Hill West Malling Kent ME19 4TA Sklpton Building Society 43 Church St Reigate Surrey RH2 OAE Age Concern MRR- Registered Chority No. 1173649 - Annual Report 2023-24
ge Conrem Vo&ntaryAtsoti•tivin lorthe Elerfy Mer$tha R•dh&land Re47•t• Balantt Shtèt forthe yearended 31 2024 31 Marth 31 Mah 2024 2024 31 March 31 Marrh 2023 2023 trte rued A$5ets Tangibk Ted awts 153,546 165,798 Current Assets Accnjed Income Prepayments C35h at bank and n hand 2,292 217 68,126 70,635 1,772 1,172 82,910 Creditors: nunt5 fallng due wtthin one year 13,8861 12,817} lt Current Assèts 66,749 80,093 220 295 245 B91 Represented By Restricted funds Unre5trrted funds 5,566 214,729 266 245,625 De5unated funds= Tangbè ffteda£¥ets FTre re5eroe5 t*naterVes 153,546 41,183 20,000 165,798 59,827 20,000 Total Funds 220 295 245,891 The note5 on pages 7 to 12 form part of these financial statement5. The financial statements were approved by the General Committee on Signed on behalf of the General Committee CtLLW,ILoM Alison Dadswell Age Concern MRR- Registered Charity No. 1173649 - Annuol Report 2023-24
Age Conrern VoluntoryAssodutknfvrthe Elderty Merstht7m RedhllltyndRelgote Notesto the fftnandal statèments for the year ended 31 Mar¢h 20241(ontlnuedl Totollncome Y/E31.3.24. Tot#1 Income Y/E31323 .Ufftresirlrt¢d.' Re5trlrted DonatiDns Fundraisin&Grarts & Lettln85 Genèral Donath)n$ Retèld 13,419 13419 8011 12087 Logados & Beque51$ Foundatk)ns and otr¢0mPanIeS Grants -Communrty FoundJtlonfvrSuTry -Locul Glvlng. MogkLlttle Gmnts -SIrEdwa4 Lewls Fovndutlon 1,0 ijjoo 2000 24AOO 5,OL 500 2.OLK) - Ngtlonollottery -sty Communfty Fund io,(y)o 2,500 Lotsl AulhoritlE5 &GovernmentsAppllratlor - Relgote & Bonsteaol Borouoh Council (commissionedfvndlnqj 11?50 11,250 Letling5 Inme 14,831 9076 FundraisiN 22,639 22ffj39 lo9 DtyCgntre.& Clu Day Centre l unche5 & Club5 actlvltles Membershlp Trwortatloii Mlnlbus tdres Income 23.79g 23.799 18W2 1516 1516 1221 7.789 7,789 6WI Outlngs & Hollthys Income en's Shed Shed ProduEt5 Sales 286 Z86 137 Other Prtriérts Specific GrantslDDnation5 ~ Relyate & Bunsteud8orough CounJ-I Illousehold StspportFundJ - VARB Sptt*s Commvnity Smoll Grants Fund - W6Edwards Churitoble Foundotio X4J25 4XS0 5,625 2,000 1,500 Raven Houslng 5,000 Othtrr 1.259 1,259 282 117.789 14.125 131.914 106J46 Age Concern MRR- Reglstered Chorlty No. 1173649- Annuol Report 2023-24
Age Concern VoluntaryA5swiatign fvr the Elderly merStha Redhlllond Relgate Notès to thè Ilnandal statements for the ended 31 Mwth 2024 Icontlnuedl Cost or valurtlon Atthe beginning cf the year 133,324 95,379 59,112 16,568 304,383 Additi ons Disposals Atthe end of the yea r 133 24 95379 59,112 16.568 304383 Deprecirtyon Atthe beglnnlng of the year 87,397 36,448 14,741 138,585 Charge for the year 2,430 8.445 1,378 12,252 Disposals Atthe end of the year 89,826 44,892 16,119 150,83B Net book value At31 March 2024 133 324 s53 14J20 450 153546 At 31 March 2023 133,324 82 22ffi4 1,828 165,798 Age Concern MRR- Registered Churity No. 1173649- Annuol Report2023-24
N)tes to the fInal15ttern2nts fvT the year ended 31 Mjrrh 1024 (conthnwd) l Aprl 2023 lestrkt•dlllwertr 31 M•r¢h Ffe,e M¢a15 .l&lng se¢é . 5,625 5,WO 2,000 1,500 (5,730) {840) (2WD) {125) (2351 105 (D) )te.rt8lnkng 266 31 total Restricted lknds 12 105 566 tricte l Aprl ."teStritedliknreBt . TralferS Expended 2024 Talble fixed assÈts"' 165,798 112,252) ' Free resems . S927 117,789 (136,328) {1051 e's1gnaletJ Re5eThe5 '. . 2000 240 Total lthrestrkted 625 11> 789 729 AGe Concern MRR- Registered Chority No. 1173649 - Annuol Report 2023-24
A8• Concorn Volukrtary Awocl4th)nforthe Eldwly Mer5tham Redhlll andReigBte Indap•NknteKornlner'& iopowtto tTrsta£S orth8 Conr2rn nIalYA$SrlllfW th? Montham, Rdhlll4thd Rol8otts I report th&ico)uThts forthE Charfty fDrth¢ye&ronded YI Mjrth 2m4, whl¢h ¥r•set outon P8g9$4te 12. Rwo¢tlw4 ro¥onslblllu of YYwt4A• 4nd XMkn4 The thaTlty'$TNst£es are respoTrdble forthe preparntlDn ol I,he •C¥t$.The UMrft¢sTrustees ¢ornsltkrlh¥tan audlt lsr¢t qulred forth15yearunder sectton 144(2J olthe ChDrltlesAct 2011ltho 2011 Actl aDd that )h Independgnt4Y8mlnatlon Is needod. tt Is my rtsponsibllltyts: examlnethe under sectlon 145ofihe 2011 A. * iofollw th? protèdw85 ld dcwm In thegeneral Dire£tlonsBlven bythethBrlty Commlsslon uhdersl70n 145lbl oltha 2011 Art and ¥ toStatèwhethp&rtl1ar mattgrsh3we come tD mVBttentlorL Bas18 of d9mIt IEPOrt Iwy examinarion was cameu In ¥c¢omanee witnTho 8èn&rni L)wAuionsBiven Dyin8 uanw lmIssiOn. An w¢aMinOn Im¢lud¢$ o of the IOUbtIfi8 rel05 kept by the charlty and a comparlson of the aCcout5 presented wEth those récDr¢ls, It also Indvdej ¢onsldgr¥l)n uF4ny unusual ItethsordlxlDgJres In tha xcounts, and s•eklnB 8xpl8llatbon$frorn you )$TrU$e$ nmIn8 rnAttsr$, The prwedur&s undertsken do wot pnwlde allthe ovld8nc8 thhtwould be r4ulrEd In an audlt and conwuently nD oplnlon158l¥en 4$ tD vknetherthè 8EeowntsprwnLa lyuo andfall v*W' andthe fepon Is IIMlt&l to those M&tt¥s setout In the5ts1emeht below. Independent e¥0ml9 Bt4lRnMt IM connecmon wlth my examlwtlon, no rnatterhBs come to my pttentloll,. Illwhkhèl¥ES me reasO[ble(Bv to thwtln ?nymgiertil w8cith¢ wulremoni$: * to keep jccgulltl rordS In accordance wlth sectkn) of tho 2011 A(L' and ' w praphre account5whkh a)rd wlth the racord5 and cornply vAlh the aCCOUMtlng requlyements ofthe 20J Act hawa not been met., or 11 to whlch. kn rny oplnlon, attentb)n Jhould lje drnwn In ord8rt¢ ETrab i proper under5tdndln8 of the attount$ to be hed. ludlVA Rogers 2 GTDve mer&m Swrèy RHI 3PR Dale: // Iq,202 J Age Concern MRR- Refjistered Charlty No. 1173649- Annutsl Report 2023-24