01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 9 August 2004
- Removed
- Not supplied
- Company number supplied
- 05173595
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £1,227,756
- Latest expenditure
- £1,380,271
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Elmwood Centre, 277 London Road, Mitcham, Surrey, CR4 3NT
Website recorded by the regulator: www.ageukmerton.org.uk (displayed as text)
02 Activities
What the charity does
All services are delivered in the London Borough of MertonActivity CentreExercise and well-being activitiesHome ServicesOutingsSole Mates Footcare ServiceInformation & Advice ServiceHealth programmesBefriending
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 5 January 2026
- Date Accounts Received
- 5 January 2026
- Total Gross Income
- £1,227,756
- Total Gross Expenditure
- £1,380,271
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 3 December 2024
- Date Accounts Received
- 3 December 2024
- Total Gross Income
- £1,255,303
- Total Gross Expenditure
- £1,276,601
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 20 December 2023
- Date Accounts Received
- 20 December 2023
- Total Gross Income
- £1,284,750
- Total Gross Expenditure
- £1,189,540
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 1 December 2022
- Date Accounts Received
- 1 December 2022
- Total Gross Income
- £1,016,968
- Total Gross Expenditure
- £1,026,929
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 18 October 2021
- Date Accounts Received
- 18 October 2021
- Total Gross Income
- £862,627
- Total Gross Expenditure
- £753,522
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 5 January 2026
- Total Gross Income
- £1,227,756
- Total Gross Expenditure
- £1,380,271
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 1
- Count Govt Grants
- £4
- Income From Government Contracts
- 40000
- Income From Government Grants
- £491,892
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 129
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 3 December 2024
- Total Gross Income
- £1,255,303
- Total Gross Expenditure
- £1,276,601
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 2
- Count Govt Grants
- £7,137
- Income From Government Contracts
- 494198
- Income From Government Grants
- £7,137
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 200
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 20 December 2023
- Total Gross Income
- £1,284,750
- Total Gross Expenditure
- £1,189,540
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 3
- Count Govt Grants
- £6
- Income From Government Contracts
- 61093
- Income From Government Grants
- £591,201
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 80001 90000
- 0
- Count Volunteers
- 340
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 1 December 2022
- Total Gross Income
- £1,016,968
- Total Gross Expenditure
- £1,026,929
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Grant Making Is Main Activity
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 2
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £3
- Income From Government Contracts
- 55022
- Income From Government Grants
- £542,173
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 247
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 18 October 2021
- Total Gross Income
- £862,627
- Total Gross Expenditure
- £753,522
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Grant Making Is Main Activity
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 3
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £5
- Income From Government Contracts
- 67780
- Income From Government Grants
- £290,411
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 240
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 5 January 2026
- Income Donations And Legacies
- 59132
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1156498
- Income Investments
- 11074
- Income Other
- 1052
- Income Total Income And Endowments
- 1227756
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £2,979
- Expenditure Charitable Expenditure
- £1,377,292
- Expenditure Other
- 0
- Expenditure Total
- 1380271
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 286131
- Expenditure Depreciation
- 86
- Gain Loss Investment
- -1610
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £217,180
- Assets Total Fixed
- 34447
- Assets Own Use
- 2385
- Assets Long Term Investment
- 32062
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £554,922
- Assets Total Liabilities
- £213,405
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £375,964
- Creditors One Year Total Current
- 213405
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £505,654
- Funds Endowment
- 0
- Funds Unrestricted
- 217180
- Funds Restricted
- 158784
- Funds Total
- 375964
- Count Employees
- 45
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 3 December 2024
- Income Donations And Legacies
- 73604
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1167403
- Income Investments
- 13044
- Income Other
- 1252
- Income Total Income And Endowments
- 1255303
- Income Legacies
- 1000
- Income Endowments
- 0
- Expenditure Raising Funds
- £2,239
- Expenditure Charitable Expenditure
- £1,274,362
- Expenditure Other
- 0
- Expenditure Total
- 1276601
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 274612
- Expenditure Depreciation
- 9475
- Gain Loss Investment
- -2833
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -259
- Gain Loss Other
- 0
- Reserves
- £530,089
- Assets Total Fixed
- 36143
- Assets Own Use
- 2471
- Assets Long Term Investment
- 33672
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £704,521
- Assets Total Liabilities
- £210,575
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £530,089
- Creditors One Year Total Current
- 210575
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £608,571
- Funds Endowment
- 0
- Funds Unrestricted
- 374050
- Funds Restricted
- 156039
- Funds Total
- 530089
- Count Employees
- 44
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 20 December 2023
- Income Donations And Legacies
- 109658
- Income Other Trading Activities
- 3414
- Income Charitable Activities
- 1168722
- Income Investments
- 2956
- Income Other
- 0
- Income Total Income And Endowments
- 1284750
- Income Legacies
- 48600
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,519
- Expenditure Charitable Expenditure
- £1,188,021
- Expenditure Other
- 0
- Expenditure Total
- 1189540
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 20197
- Expenditure Support Costs
- 240582
- Expenditure Depreciation
- 0
- Gain Loss Investment
- -1151
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 1741
- Gain Loss Other
- 0
- Reserves
- £406,541
- Assets Total Fixed
- 33136
- Assets Own Use
- 2297
- Assets Long Term Investment
- 30839
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £671,919
- Assets Total Liabilities
- £156,501
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £548,554
- Creditors One Year Total Current
- 156501
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £572,877
- Funds Endowment
- 0
- Funds Unrestricted
- 406541
- Funds Restricted
- 142013
- Funds Total
- 548554
- Count Employees
- 40
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 1 December 2022
- Income Donations And Legacies
- 61364
- Income Other Trading Activities
- 190
- Income Charitable Activities
- 954571
- Income Investments
- 843
- Income Other
- 0
- Income Total Income And Endowments
- 1016968
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £3,210
- Expenditure Charitable Expenditure
- £1,023,719
- Expenditure Other
- 0
- Expenditure Total
- 1026929
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 32078
- Expenditure Support Costs
- 142504
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 2506
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £377,688
- Assets Total Fixed
- 32546
- Assets Own Use
- 556
- Assets Long Term Investment
- 31990
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £592,402
- Assets Total Liabilities
- £170,453
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £454,495
- Creditors One Year Total Current
- 170453
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £547,307
- Funds Endowment
- 0
- Funds Unrestricted
- 377688
- Funds Restricted
- 76807
- Funds Total
- 454495
- Count Employees
- 37
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 18 October 2021
- Income Donations And Legacies
- 88836
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 772590
- Income Investments
- 1201
- Income Other
- 0
- Income Total Income And Endowments
- 862627
- Income Legacies
- 36603
- Income Endowments
- 0
- Expenditure Raising Funds
- £3,455
- Expenditure Charitable Expenditure
- £750,067
- Expenditure Other
- 0
- Expenditure Total
- 753522
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 8168
- Expenditure Support Costs
- 114351
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 5057
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £367,027
- Assets Total Fixed
- 29484
- Assets Own Use
- 0
- Assets Long Term Investment
- 29484
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £522,348
- Assets Total Liabilities
- £89,882
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £461,950
- Creditors One Year Total Current
- 89882
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £470,067
- Funds Endowment
- 0
- Funds Unrestricted
- 367027
- Funds Restricted
- 94923
- Funds Total
- 461950
- Count Employees
- 38
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Merton
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Greater London
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
08 Official extract
Charity Event History
- Charity Name
- AGE UK MERTON
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2004-08-09T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 07/07/2004AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 18/10/2012NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 22/11/2012AS REGISTERED AT COMPANIES HOUSE ON 30/11/2012 as amended on 24 Nov 2021
- Charitable Objects
- TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND THE LONDON BOROUGH OF MERTON (HEREINAFTER CALLED "THE AREA OF BENEFIT")
- Area Of Benefit
- GREATER LONDON
10 Official extract
Charity Other Names
- Charity Name Id
- 515139
- Charity Name Type
- Previous name
- Charity Name
- AGE UK MERTON LIMITED
11 Official extract
Charity Policy
- Policy Name
- Volunteer management
- Policy Name
- Complaints handling
- Policy Name
- Complaints policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Risk management
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Investment