ACTION FOR ELDERS TRUST
Action For Elders was formed with the purpose of co-creating a world where we place older people at the heart of the community, giving them the support they deserve to ensure that they get as much value out of later life as possible.Our aim is to tackle the major health and social challenges of ageing in particular mobility and loneliness and empower older people to think differently about ageing
Financial health, per its FY2025 accounts
The accounts state that total funds increased to £118,968, with unrestricted reserves rising to £84,874. The charity reported a net income of £34,179, funded by £269,844 in incoming resources against £304,471 in charitable expenditure. The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“Action For Elders UK CIC is a separate organisation to Action For Elders Trust with a separate board but the two entities are linked by an asset lock through which transactions can be made for a variety of reasons. If Action For Elders UK CIC makes a surplus in any one year then it must under law give those surpluses to the Trust through its asset lock.” — page 21
Structured financials (annual return, FY ending 30/09/2021)
Trustees
- ACTION FOR ELDERS CIC CORPORATE TRUSTEE
- Dr Jacqueline Lesley Ruth Hayward
- Eddie Sherwood
- JACQUELINE SHARON Marshall-Cyrus
- LORRAINE MORGAN
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £339k | £304k |
| 30/09/2024 | £303k | £296k |
| 30/09/2023 | £137k | £407k |
| 30/09/2022 | £426k | £422k |
| 30/09/2021 | £520k | £386k |
Common questions
Is ACTION FOR ELDERS TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total funds increased to £118,968, with unrestricted reserves rising to £84,874. The charity reported a net income of £34,179, funded by £269,844 in incoming resources against £304,471 in charitable expenditure. The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.
Who funds ACTION FOR ELDERS TRUST?
Funders whose own accounts filings name ACTION FOR ELDERS TRUST as a grant recipient include MOONDANCE FOUNDATION, BOOTS CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| MOONDANCE FOUNDATION | FY2022 | £100k | Causes in Wales |
| MOONDANCE FOUNDATION | FY2023 | £50k | |
| BOOTS CHARITABLE TRUST | FY2025 | £10k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 16/06/2026 | £20k | Cool Warm and Connected: Climate-Ready Later Life in Torfaen. |
| Postcode Lottery | 30/06/2025 | £25k | Unrestricted Funding |
| The National Lottery Community Fund | 19/02/2025 | £98k | Balanced Lives Gwent - Enhancing Well-being with Older Adults |
| The National Lottery Community Fund | 11/02/2025 | £18k | Balanced Lives - Wellbeing in ageing in Port Talbot |
| Postcode Lottery | 29/03/2024 | £25k | Unrestricted Funding |
| The National Lottery Community Fund | 30/10/2023 | £10k | Social Walk for Seniors: Swansea West |
| The National Lottery Community Fund | 19/04/2023 | £96k | Wales COL - Balanced Lives during the cost of living crisis |
| Postcode Lottery | 26/02/2022 | £22k | Getting Back Out There - improving mental wellbeing in older people |
| The National Lottery Community Fund | 13/03/2020 | £10k | Balanced Lives: Supporting Older Carers in Bourne |
| The National Lottery Community Fund | 20/04/2016 | £225k | Improving the Health and Wellbeing of Older People in York |
| The National Lottery Community Fund | 25/04/2012 | £9k | Balanced Lives: Health and Social Economy Pathway |
| The National Lottery Community Fund | 28/03/2012 | £5k | Balanced Lives:Health and Social Economy Pathway |