ACTION FOR ELDERS TRUST

Charity number: 1145996
Charity reporting is up to date (1 day late)

Charity overview

Activities - how the charity spends its money

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

Income and expenditure

Data for financial year ending 30 September 2023

Total income: £137,029
Total expenditure: £406,795

People

5 Trustee(s)

15 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:
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Services
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 21 February 2012: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
07698491 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JACQUELINE SHARON Marshall-Cyrus Trustee 31 March 2022
None on record
Dr Jacqueline Lesley Ruth Hayward Trustee 04 December 2020
None on record
Eddie Sherwood Trustee 28 March 2014
PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST COLUMBA, CROSSPOOL
Received: On time
ACTION FOR ELDERS CIC CORPORATE TRUSTEE Trustee 26 July 2012
None on record
LORRAINE MORGAN Trustee 25 July 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £340.88k £414.82k £519.54k £425.65k £137.03k
Total expenditure £310.60k £312.29k £386.14k £421.63k £406.80k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A £53.23k £249.69k N/A
Income - Donations and legacies N/A N/A £8.82k N/A N/A
Income - Other trading activities N/A N/A £283 N/A N/A
Income - Charitable activities N/A N/A £510.29k N/A N/A
Income - Endowments N/A N/A £0 N/A N/A
Income - Investment N/A N/A £151 N/A N/A
Income - Other N/A N/A £0 N/A N/A
Income - Legacies N/A N/A £0 N/A N/A
Expenditure - Charitable activities N/A N/A £386.14k N/A N/A
Expenditure - Raising funds N/A N/A £0 N/A N/A
Expenditure - Governance N/A N/A £3.68k N/A N/A
Expenditure - Grants institution N/A N/A £0 N/A N/A
Expenditure - Investment management N/A N/A £0 N/A N/A
Expenditure - Other N/A N/A £0 N/A N/A

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 30 September 2023 30 July 2024 On Time
Accounts and TAR 30 September 2023 31 July 2024 1 days late Download Open in new window
Annual return 30 September 2022 29 July 2023 On Time
Accounts and TAR 30 September 2022 29 July 2023 On Time Download Open in new window
Annual return 30 September 2021 28 July 2022 On Time
Accounts and TAR 30 September 2021 29 July 2022 On Time Download Open in new window
Annual return 30 September 2020 26 July 2021 On Time
Accounts and TAR 30 September 2020 26 July 2021 On Time Download Open in new window
Annual return 30 September 2019 23 July 2020 On Time
Accounts and TAR 30 September 2019 23 July 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 08 JUL 2011 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24/01/2012

Charitable objects

TO RELIEVE SICKNESS AND SOCIAL ISOLATION AND TO PRESERVE AND PROTECT HEALTH AMONGST THOSE AGED 50 AND OVER AND IN PARTICULAR (BUT NOT EXCLUSIVELY) THOSE AGED 75 AND OVER WHOSE INDEPENDENCE OR PHYSICAL MOBILITY MAY BE RESTRICTED THROUGH PHYSICAL OR MENTAL ILLNESS.

Contact information

Address:
Advantage Accountancy & Advisory Ltd
Avalon House
5-7 Cathedral Road
CARDIFF
CF11 9HA
Phone:
03033030132
Email:
info@actionforelders.org.uk
Website:

www.actionforelders.org.uk Open in new window