AGE UK MERTON
Registered charity 1105384 · accounts filings on the Charity Commission register · also known as AGE UK MERTON LIMITED
All services are delivered in the London Borough of MertonActivity CentreExercise and well-being activitiesHome ServicesOutingsSole Mates Footcare ServiceInformation & Advice ServiceHealth programmesBefriending
Causes: General Charitable Purposes · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net loss of £154,125 for the year ended 31 March 2025, resulting in unrestricted reserves of £217,180. The trustees confirm that forecast expenditure is fully funded by approved grants and contracts, and the auditor has confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves policy: three to six months of core costs (held: £217k)
“The Trustees have a target of holding between three and six months of core costs in their unrestricted reserves and the target reserves for 6 months core costs is £190,000.”
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by Kingston Burrowes Audit Ltd. Discloses 4 of 6 completeness components.
Corporate structure
Public fundraising profile: JustGiving — Age UK Merton (matched by registered charity number).
Company officers (Companies House)
Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.
- BURKE, Conor Patrick — director, appointed 01/06/2026on trustee list
- SHRIMPTON, Heidi — director, appointed 20/11/2024on trustee list
- SCOTT, Tracey — director, appointed 22/11/2023on trustee list
- SOUTHGATE, Peter William — director, appointed 23/11/2022on trustee list
- MURRAY, Katherine — director, appointed 24/11/2021on trustee list
- BATSON, Richard Martin — director, appointed 24/11/2021on trustee list
- DILLON, Brian Patrick — director, appointed 30/11/2020on trustee list
- BYERS, Tobin — director, appointed 12/11/2020on trustee list
Official officers record.
Structured financials (annual return, FY ending 31/03/2025)
Reported reserves equal ~1.9 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).
Per its annual return, largest income source: Charitable activities (94% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.
Per its annual return, cost of raising funds: 0.2% of total income — below the median for charities its size (5.2%) (benchmarks).
- Tobin Byerschair
- BRIAN PATRICK Dillon
- Conor Burke
- Heidi Shrimpton
- Katherine Murray
- Peter Southgate
- Richard Martin Batson
- Tracey Scott
Trustee list from the Charity Commission register (current, not historical).
Operates in: Merton
Income and spending
Common questions
Is AGE UK MERTON financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net loss of £154,125 for the year ended 31 March 2025, resulting in unrestricted reserves of £217,180. The trustees confirm that forecast expenditure is fully funded by approved grants and contracts, and the auditor has confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by Kingston Burrowes Audit Ltd.
Who funds AGE UK MERTON?
Funders whose own accounts filings name AGE UK MERTON as a grant recipient include MERTON VOLUNTARY SERVICE COUNCIL, CHARITY OF SIR RICHARD WHITTINGTON, THE JOHN HORSEMAN TRUST.
Known funders
Grants to this charity found in funders’ own accounts filings.
Government & lottery funding
Grants to this charity published as open data by government and lottery funders (360Giving).
Funders of similar charities
Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.
Charities like this
Semantically similar by activities and financial character, from our analysed corpus. Compare with AGE UK KENSINGTON AND CHELSEA.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.