TRANSFORM HOUSING & SUPPORT

Charity number: 264133
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Transform Housing & Support provides housing, support and care for homeless, vulnerable and excluded people, empowering them to reach their goals and live independent and fulfilling lives. We help more than 2,000 people each year in Surrey and Crawley, the London Borough of Sutton, and Wokingham in Berkshire.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£12,761,705

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Donations and legacies £183.81k
Charitable activities £0
Other trading activities £0
Investments £36.60k
Other £12.54m

Total expenditure:
£11,655,701

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Raising funds £61.19k
Charitable activities £320.21k
Other £11.27m

£0 investments gains (losses)

Total income includes £3,627,734 from 20 government contract(s) and £286,000 from 3 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £11.34m
Charitable expenditure £320.21k
Retained for future use £1.11m

People

124 Employee(s)

10 Trustee(s)

66 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2
£70k to £80k 1
£80k to £90k 2
£120k to £130k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Disability
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Economic/community Development/employment
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Other Charitable Activities
Where the charity operates:
  • Surrey
  • Sutton
  • West Sussex
  • Wokingham

Governance

Registration history:
  • 02 October 1972: Standard registration
Organisation type:
Charitable company
Other names:
  • SCDT (Working name)
  • TRANSFORM HOUSING & SUPPORT (Working name)
  • SURREY COMMUNITY DEVELOPMENT TRUST (Previous name)
  • SURREY COMMUNITY DEVELOPMENT TRUST LIMITED (Previous name)
Company number:
01057984 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Homes England
Policies:
  • Bullying and harassment 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
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Oliver Mark Smedley FCMA ACC Chair 29 November 2019
None on record
Sarah Nicole Page Trustee 27 February 2025
INSIDE JUSTICE
Received: On time
Mark Raymond Lake Trustee 28 November 2024
None on record
Karen Louise Gregory Trustee 26 September 2024
None on record
Alec Sanderson Trustee 01 December 2022
None on record
Natalia Kolotneva Trustee 29 July 2021
None on record
Michael William Ryan Trustee 18 June 2020
None on record
Paul Rees Trustee 29 November 2019
None on record
Julie Anne Bradley Trustee 26 September 2019
None on record
Katie Wadey Trustee 06 June 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £11.46m £12.37m £10.58m £11.29m £12.76m
Total expenditure £11.09m £11.69m £10.73m £10.83m £11.66m
Income from government contracts £3.70m £3.14m £2.84m £3.31m £3.63m
Income from government grants £40.00k £345.00k £1.09m £2.23m £286.00k
Income - Donations and legacies £166.00k £110.00k £142.00k £335.00k £183.81k
Income - Other trading activities £10.00k £0 £0 £0 £0
Income - Charitable activities £11.22m £12.16m £10.35m £10.92m £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £0 £3.00k £5.00k £18.00k £36.60k
Income - Other £67.00k £96.00k £80.00k £15.00k £12.54m
Income - Legacies £0 £0 £0 £110.04k £0
Expenditure - Charitable activities £10.94m £11.62m £10.65m £10.73m £320.21k
Expenditure - Raising funds £153.00k £77.00k £78.00k £104.00k £61.19k
Expenditure - Governance £71.00k £91.00k £88.00k £232.00k £320.21k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £11.27m

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £46.35m £50.85m £52.82m £55.56m £56.25m
Long-term investments £0 £0 £0 £0 £0
Other assets £2.70m £4.11m £3.49m £3.07m £3.25m
Defined benefit pension scheme asset or liability £0 -£159.00k -£203.00k -£195.00k -£178.00k
Total liabilities £26.42m £27.85m £28.87m £30.66m £29.43m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 21 January 2025 On Time
Accounts and TAR 31 March 2024 21 January 2025 On Time Download Open in new window
Annual return 31 March 2023 30 January 2024 On Time
Accounts and TAR 31 March 2023 30 January 2024 On Time Download Open in new window
Annual return 31 March 2022 31 January 2023 On Time
Accounts and TAR 31 March 2022 31 January 2023 On Time Download Open in new window
Annual return 31 March 2021 17 January 2022 On Time
Accounts and TAR 31 March 2021 17 January 2022 On Time Download Open in new window
Annual return 31 March 2020 27 January 2021 On Time
Accounts and TAR 31 March 2020 27 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 13 JUN 1972 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01 FEB 1994 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 22 FEB 1994 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 11 MAR 2004 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24 SEP 2009 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 29 MAR 2017 as amended on 25 Sep 2014 as amended on 05 Aug 2020

Charitable objects

J3 (1) The Company's objects are: (a) to provide, maintain and improve houses and hostels, including social housing, providing residential accommodation for people in need upon terms appropriate to their need; (b) to provide or assist in the provision of education or training for people of all ages with the object of developing their physical or mental capacities so they may develop full maturity as responsible individuals; (c) to support people of all ages with the object of developing their physical or economic circumstances with the object of improving their conditions of life; (d) to care for and support people of all ages who are suffering emotional, psychological or physical infirmity so as to improve their mental and physical health, with the object of improving their conditions of life; (e) to provide or assist in the provision of facilities for recreation or other leisure time occupation for people of all ages, in the interests of social welfare, with the object of improving their conditions of life; and (f) any other object that can be carried out from time to time by a charitable company registered as a provider of social housing with the Regulator. (2) The Company shall not trade for profit.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED BUT PREFERABLY THE COUNTY OF SURREY

Contact information

Address:
1ST FLOOR
BRADMERE HOUSE
BROOK WAY
LEATHERHEAD
SURREY
Phone:
01372387100
Email:
info@transformhousing.org.uk
Website:

www.transformhousing.org.uk Open in new window