Finance Score: 0

Governance Score: 2

Support Score: 6

No PartB

Good trustee age range: +3
Mainly male board: -1

Large volunteer base +3
Overall weighted support: +3

Overall GiG Score: 8

AGE CONCERN NEW FOREST

Lunch Clubs, Information & Advice, Footcare, Computers at Home, Waterside Goodneighbours and Befriending, Telephone Buddying

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£333	£262	£71	n/a	n/a	n/a	n/a	n/a	n/a
?31/03/22		£271	£212	£59	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£271	£184	£87	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£214	£221	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£319	£227	£92	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£319	£239	£81	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£264	£238	£26	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£205	£237	£-32	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	*	£208	£213	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£194	£176	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£167	£169	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£158	£149	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£134	£133	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£143	£133	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£109	£102	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£108	£96	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£84	£79	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£79	£76	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£70	£68	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£68	£65	£3	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 25 years

www.ageconcernnewforest.org.uk

office@ageconcernnewforest.org.uk

023 80841199

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Hampshire,

Who it helps

Elderly/Old People

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

DCMS	£9,000
Garfield Weston Foundation	£7,500
Charles Hayward Foundation	£5,000

Specific Donations

Amount	When Months	To be used for
Charles Hayward Foundation - Grant to Age Concern New Forest
£5,000	18/09/2020	Good Neighbours befriending project
Garfield Weston Foundation - Main Grants award - COVID19 response
£7,500	24/07/2020	Remaining connected throughout Covid-19
DCMS - Coronavirus Community Support Fund
£9,000	22/06/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-82

ALEXANDER SPENCER WADE Appointed: 2022, Occupation: Local Councillor

CHRISTINE KING Appointed: 2018, Occupation: Trustee

LEONARD HARRIS Appointed: 2007, Occupation: Tv Technician

MARTIN COX Appointed: 2013, Occupation: Retired

NICHOLAS ENDERSBY Appointed: 2023, Occupation: Retired

PETER PARROTT Appointed: 2018, Occupation: Trustee

ROGER LEE (Chair) Appointed: 2012, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 15/07/1999, number: 1076585
Registered at Companies House on 01/02/1999, number: 03705361

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Volunteer management

Filing Record

20 returns made; AR20: 240 days late, AR15: 25 days late,

Main office

Age Concern
19-20 Marsh Parade
Hythe
SOUTHAMPTON
SO45 6AN

Objectives

TO PROVIDE ADVISORY SERVICES AND ASSIST ELDERLY PEOPLE AND TO PROMOTE THEIR WELFARE AND RELIEF BY SUCH MEANS AS SHALL BE CHARITABLE WITHIN THE AREA OF THE PARLIAMENTARY CONSTITUENCY OF NEW FOREST EAST OR AS MAY BE VARIED FROM TIME TO TIME.

Defined Area of Benefit:

PARLIAMENTARY CONSTITUENCY OF NEW FOREST EAST

Data Sources

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