Finance Score: -10

Governance Score: -4

Support Score: 6

Accounts overdue -5
Accounts filed more than 5 days late: -2 times
Volatile income: -3
No PartB

Static board: -3
Mainly female board: -1

Large volunteers +5
Grant maker support: +1

Overall GiG Score: -8

AGE CONCERN ROMSEY AND DISTRICT

The objectives of the charity were to promote the relief of elderly people in any manner which is deemed to be charitable within Romsey and surrounding parishes.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

The Board is predominantly female
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years
Income has been volatile recently

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/22	*	£22	£19	£3	n/a	n/a	n/a	n/a	n/a	20
31/03/21		£22	£17	£5	n/a	n/a	n/a	n/a	n/a	6
31/03/20	*	£26	£28	£-3	n/a	n/a	n/a	n/a	n/a	30
31/03/19	*	£27	£30	£-3	n/a	n/a	n/a	n/a	n/a	25
31/03/18		£32	£20	£11	£0	£0	£0	n/a	0	20
31/03/17	*	£28	£23	£5	£0	£0	£0	n/a	0	0
31/03/16		£28	£30	£-2	£0	£0	£0	n/a	0	0
31/03/15		£33	£35	£-2	£0	£0	£0	n/a	0	0
31/03/14		£30	£29	£0	£0	£0	£0	n/a	0	0
31/03/13		£26	£40	£-14	£0	£0	£0	n/a	0	0
31/03/12		£30	£30	£1	£0	£0	£0	n/a	0	0
31/03/11		£34	£28	£6	£0	£0	£0	n/a	0	0
31/03/10		£37	£27	£11	£0	£0	£0	n/a	0	0
31/03/09		£34	£31	£3	£0	£0	£0	n/a	0	0
31/03/08		£31	£25	£5	£0	£0	£0	n/a	0	0
31/03/07		£25	£26	£-1	£0	£0	£0	n/a	0	0
31/03/06		£29	£28	£0	£0	£0	£0	n/a	0	0
31/03/05		£35	£22	£12	£0	£0	£0	n/a	0	0
31/03/04		£26	£19	£7	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 28 years

ageconcernromsey.org.uk

office@ageconcernromsey.org.uk

01794518817

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Services for the elderly

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Hampshire,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
20 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Older People Matter in the Romsey Area
£10,000	15/11/2017 12	This project will work with older people to establish what additional services and activities they wish to take part in at a local community hall, with the aim of improving their wellbeing.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

BARRY HANSON Appointed: 2017

CLARE ELIZABETH DONOVAN Appointed: 2014

LESLEY ANN MACKAY Appointed: 2012

LILIAN FLORENCE BRIMELOW Appointed: 2012

SUSAN MARGARET DERBYSHIRE Appointed: 2017

CAROL ANN LAMB (Chair) Appointed: 2012, Other trusteeship: ROMSEY AND DISTRICT CARERS FORUM,

Legal constitution

Charity registered in England & Wales on 16/07/1996, number: 1056850

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR22: 1 days late, AR20: 59 days late, AR19: 47 days late, AR17: 2 days late,

Main office

AGE CONCERN
24 LINDEN ROAD
ROMSEY
SO51 8DB

Objectives

THE OBJECTS OF THE ASSOCIATION ARE: TO PROMOTE THE RELIEF OF OLDER PEOPLE IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE WITHIN THE AREA KNOWN AS SOUTHERN TEST VALLEY; TO PROVIDE A FOCUS FOR OLDER PEOPLE IN THE AREA; TO PROMOTE THE NEEDS OF OLDER PEOPLE; TO GATHER AND DISSEMINATE INFORMATION AND SUPPORT FOR OLDER PEOPLE; TO IDENTIFY NEED AND WORK WITH A RANGE OF OTHER AGENCIES TO DEVELOP APPROPRIATE SERVICES

Defined Area of Benefit:

SOUTHERN TEST VALLEY

Data Sources