AGE UK SURREY
Age UK Surrey has been working closely with older people in the county since 1963. The Charity has developed services to meet the increasing demands of an ageing population, providing a Homehelp service, gardening, befriending, Shopmobility, Information & Advice and Healthy Living, and a computer Drop-in centre based in Guildford where older people learn IT skills.
Objects
TO PROMOTE THE RELIEF OF ELDERLY PEOPLE DISABLED PEOPLE AND THE RELIEF OF POVERTY IN THE PRESENT COUNTY OF SURREY AND THE HISTORICAL COUNTY OF SURREY PARTICULARLY BY THE PROVISION OF OR ASSISTING IN THE PROVISION OF A DOMESTIC HELP SERVICE
Financial health, per its FY2025 accounts
The accounts state that unrestricted free reserves of £1,146,857 are available, which the Trustees confirm is sufficient to cover six months of expenditure in line with their stated policy. The charity reported a net income of £476,416 for the year, with total income increasing to £2,383,834 from the previous year. The Trustees consider the going concern basis appropriate, citing adequate resources to continue operations for the foreseeable future.
What the accounts disclose
“It is the policy of the Board to build sufficient unrestricted reserves to cover six months of expenditure.” — page 8
Policies the charity declares
- 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
- Investment
- Paying staff
- Risk management
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 350
- Government income: £585,470 — contracts £292,735 (4), grants £292,735 (4); 25% of the £2,383,834 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 429
- Government income: £386,586 — contracts £152,977 (7), grants £233,609 (7); 20% of the £1,944,070 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
- Trustee benefits, answered Yes to: any trustee benefit; other trustee benefit
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 381
- Government income: £190,060 — grants £190,060 (10); 14% of the £1,361,478 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2022 (received 06/02/2023, 6 days after the 31/01/2023 due date).
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (10/07/2024)
- Received assets from another charity (11/10/2016)
Trustees
- Angela Boodoo
- Harriet Luximon
- Janet Trowse MBE
- Jason Paul Webster
- Laura Helga Young
- Lucy May
- Pascal Wharton
- Richard Mills
- Stephen Avis
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £2.4m | £1.9m |
| 31/03/2024 | £1.9m | £1.8m |
| 31/03/2023 | £1.4m | £2.0m |
| 31/03/2022 | £1.5m | £1.4m |
| 31/03/2021 | £1.4m | £1.0m |
Common questions
Is AGE UK SURREY financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted free reserves of £1,146,857 are available, which the Trustees confirm is sufficient to cover six months of expenditure in line with their stated policy. The charity reported a net income of £476,416 for the year, with total income increasing to £2,383,834 from the previous year. The Trustees consider the going concern basis appropriate, citing adequate resources to continue operations for the foreseeable future. Its FY2025 accounts were audited by Menzies LLP.
Who funds AGE UK SURREY?
Funders whose own accounts filings name AGE UK SURREY as a grant recipient include AGE UK.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| AGE UK | FY2022 | £652k | Information and advice; Wellbeing; Support the network |
| AGE UK | FY2021 | £165k | Support the network |
| AGE UK | FY2023 | £102k | Supporting the network |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 20/01/2023 | £7k | Replacement Kitchen Equipment for The Clockhouse Community Centre |
| The National Lottery Community Fund | 10/08/2006 | £10k | Feet First |
| The National Lottery Community Fund | 09/11/2004 | £141k | Investigation into the social and emotional well being of lone older mern |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| CHARITY OF SIR RICHARD WHITTINGTON | 2 | £185k |
| SIR JULES THORN CHARITABLE TRUST | 1 | £204k |
| THE RAYNE FOUNDATION | 1 | £20k |
| THE 29TH MAY 1961 CHARITY | 1 | £15k |
| THE PHILIP AND CONNIE PHILLIPS FOUNDATION | 1 | £15k |
| THE GEORGE CADBURY TRUST (GEORGE HENRY T AND LAURENCE J CADBURY SECTIONS) | 1 | £10k |
| THE ADRIAN SWIRE CHARITABLE TRUST | 1 | £7k |
| LONDON CATALYST | 1 | £3k |
Charities like this
- AGE UK BERKSHIRE
- AGE UK CROYDON
- AGE UK SUTTON
- AGE UK DERBY & DERBYSHIRE
- AGE UK COVENTRY AND WARWICKSHIRE
- AGE UK OXFORDSHIRE
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| AGE UK SURREY | £2.4m | — | 0 | unclear | — | no doubt |
| AGE UK BERKSHIRE | £1.3m | — | 0 | unclear | — | no doubt |
| AGE UK CROYDON | £1.7m | — | — | above | — | no doubt |
| AGE UK SUTTON | £1.9m | — | 0 | above | — | no doubt |
| AGE UK DERBY & DERBYSHIRE | £2.0m | — | 0 | unclear | — | no doubt |
| AGE UK COVENTRY AND WARWICKSHIRE | £5.6m | £90,001 - £100,000 | — | above | — | no doubt |