ACTION FOR CARERS (SURREY)

Charity number: 1116714
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We provide information, advice and support for carers all across Surrey. Including benefits advice, advocacy, guidance on moving and handling, support groups, free resources and more. We also help carers have their say on carer matters in Surrey, and nationally. We have specialist support available for young carers, young adult carers (18-24), and people connected to the Armed Forces

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£2,454,444

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Donations and legacies £251.54k
Charitable activities £2.19m
Other trading activities £0
Investments £17.02k
Other £0

Total expenditure:
£2,297,284

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Raising funds £14.87k
Charitable activities £2.28m
Other £0

£0 investments gains (losses)

Total income includes £2,185,882 from 4 government contract(s) and £116,000 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 £14.87k
Charitable expenditure £2.28m
Retained for future use £157.16k

People

62 Employee(s)

11 Trustee(s)

20 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
  • Economic/community Development/employment
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Provides Services
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Surrey

Governance

Registration history:
  • 09 November 2006: Standard registration
  • 18 January 2023: Funds received from 1061488 CARERS SUPPORT SPELTHORNE
Organisation type:
Charitable company
Other names:

No other names

Company number:
05939327 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
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
  • 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 does not own and/or lease 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Mirjana Fowle Trustee 21 March 2025
None on record
Christopher Bovell Trustee 21 March 2025
None on record
Stephanie Fitzgerald Trustee 15 March 2024
None on record
Robert Young Trustee 15 March 2024
None on record
Abimbade Olubanke Ewetade Trustee 01 December 2023
None on record
Martin Philip Lawrence Brown Trustee 01 December 2023
None on record
Catherine Sarah Maskery Trustee 02 June 2023
None on record
Alison Patricia Yard Trustee 02 June 2023
None on record
Hollie Margaret Jessica Baker Trustee 06 March 2020
None on record
Rhianna Patricia Williams Trustee 06 December 2019
None on record
MARGARET HICKS Trustee 31 August 2017
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HERSHAM
Received: On time
CHARITY OF ROBERT PHILLIPS
Received: On time

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 £2.75m £2.77m £2.86m £2.19m £2.45m
Total expenditure £2.92m £2.74m £3.03m £2.18m £2.30m
Income from government contracts £2.55m £2.55m £2.63m £1.99m £2.19m
Income from government grants £27.50k £70.40k £31.40k £88.14k £116.00k
Income - Donations and legacies £140.98k £142.65k £194.09k £146.37k £251.54k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £2.61m £2.63m £2.66m £2.00m £2.19m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £2.55k £3.91k £1.09k £4.68k £17.02k
Income - Other £0 £0 £0 £38.00k £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £2.89m £2.71m £3.00m £2.15m £2.28m
Expenditure - Raising funds £30.25k £29.22k £35.76k £27.36k £14.87k
Expenditure - Governance £34.56k £22.08k £24.34k £27.47k £29.92k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

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 £4.78k £2.99k £7.26k £5.55k £3.84k
Long-term investments £0 £0 £0 £0 £0
Other assets £885.78k £928.32k £894.45k £740.68k £937.15k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £114.52k £125.88k £272.90k £100.47k £138.08k

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 10 October 2024 On Time
Accounts and TAR 31 March 2024 10 October 2024 On Time Download Open in new window
Annual return 31 March 2023 27 October 2023 On Time
Accounts and TAR 31 March 2023 27 October 2023 On Time Download Open in new window
Annual return 31 March 2022 27 October 2022 On Time
Accounts and TAR 31 March 2022 27 October 2022 On Time Download Open in new window
Annual return 31 March 2021 29 November 2021 On Time
Accounts and TAR 31 March 2021 29 November 2021 On Time Download Open in new window
Annual return 31 March 2020 06 November 2020 On Time
Accounts and TAR 31 March 2020 06 November 2020 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 19/09/2006 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 02/12/2007 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01/12/2009 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 07/12/2010 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 05/09/2013 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 16 JAN 2019 as amended on 06 Dec 2019 as amended on 27 Sep 2021

Charitable objects

1. THE OBJECTS OF THE CHARITY (THE “OBJECTS”) ARE:- 1.1 TO PROVIDE RELIEF OF THE NEEDS OF CARERS (AS DEFINED IN 1.8 BELOW); 1.2 TO PROVIDE AND ASSIST IN THE PROVISION OF INFORMATION, ADVICE AND OTHER ASSISTANCE TO CARERS; 1.3 TO ENCOURAGE AND PROVIDE SERVICES FOR THOSE REQUIRING CARE WHICH TAKE ACCOUNT OF THE NEEDS OF CARERS; 1.4 TO RAISE PUBLIC AWARENESS, PRINCIPALLY BUT NOT EXCLUSIVELY IN THE COUNTY OF SURREY, OF CARERS’ NEEDS, CONCERNS AND VALUE; 1.5 TO COMMUNICATE BETWEEN CARERS, POLICY MAKERS AND OTHER SERVICES SUPPORTING CARERS, ENABLING CARERS TO HAVE AN EFFECTIVE VOICE AND AN INFORMED REPRESENTATION IN POLICY-MAKING AND SERVICE DEVELOPMENT; 1.6 TO ENCOURAGE THE EXCHANGE BY CARERS, POLICY MAKERS AND OTHER SERVICES OF USEFUL INFORMATION AND BEST PRACTICE IN CARERS’ ISSUES AND PROMOTE AND ENCOURAGE SERVICES TO SUPPORT CARERS PRINCIPALLY BUT NOT EXCLUSIVELY IN SURREY; AND 1.7 TO PURSUE ANY OTHER CHARITABLE PURPOSES. 1.8 A “CARER” IS: 1.8.1 SOMEONE WHO PROVIDES REGULAR UNPAID HELP TO A PERSON (OR PERSONS) WHO IS DISABLED, ILL OR INFIRM, OR WHO IS OTHERWISE IN NEED OF CARE, PARTICULARLY BUT NOT EXCLUSIVELY IN THE COUNTY OF SURREY; 1.8.2 PARTICULARLY BUT NOT EXCLUSIVELY SOMEONE WHO LIVES IN THE COUNTY OF SURREY AND PROVIDES REGULAR UNPAID HELP TO A PERSON (OR PERSONS) WHO IS DISABLED, ILL OR INFIRM, OR WHO IS OTHERWISE IN NEED OF CARE, OUTSIDE THE COUNTY OF SURREY; OR 1.8.3 SOMEONE WHO, WITHIN THE LAST FIVE YEARS, HAS FALLEN WITHIN THE DESCRIPTION IN 1.8.1 OR 1.8.2. THE TERM “CARER” ALSO INCLUDES PEOPLE WHO FALL INTO ANY OF THE ABOVE CATEGORIES AND ARE UNDER THE AGE OF EIGHTEEN OR ARE PARENTS CARING FOR THEIR OWN CHILDREN.

Area of benefit

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

SURREY

Contact information

Address:
ASTOLAT
CONIERS WAY
BURPHAM
GUILDFORD
SURREY
GU4 7HL
Phone:
03030401234
Email:
Info@actionforcarers.org.uk
Website:

www.actionforcarers.org.uk Open in new window