Finance Score: -6

Governance Score: 2

Support Score: 2

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: -2

ROMSEY AND DISTRICT CARERS FORUM

Supports informal carers (that is people who have caring responsibilities for a family member, friend or neighbour) and the people they care for. Runs a number of projects e.g. carers cafe, community information cafe to achieve this support.Works in partnership with other local organisations to achieve best outcomes

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Established: 24 years

www.romseycarers.org.uk

admin@romseycarers.org.uk

01794515126

Charity Commission for England and Wales

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
31/03/23	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/22	*	£1	£1	£1	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£0	£1	£-1	n/a	n/a	n/a	n/a	n/a
31/03/20		£0	£1	£0	n/a	n/a	n/a	n/a	n/a
31/03/19	*	£1	£1	£1	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£2	£2	£0	£0	£0	£0	n/a	0
31/03/17		£1	£1	£0	£0	£0	£0	n/a	0
31/03/16		£1	£4	£-3	£0	£0	£0	n/a	0
31/03/15	*	£4	£6	£-2	£0	£0	£0	n/a	0
31/03/14	*	£2	£3	£-1	£0	£0	£0	n/a	0
31/03/13	*	£4	£6	£-2	£0	£0	£0	n/a	0
31/03/12?	*	£12	£3	£9	£0	£0	£0	n/a	0
31/12/10		£4	£8	£-4	£0	£0	£0	n/a	0
31/12/09		£59	£58	£1	£0	£0	£0	n/a	0
31/12/08		£40	£35	£4	£0	£0	£0	n/a	0
31/12/07		£35	£30	£5	£0	£0	£0	n/a	0
31/12/06		£27	£23	£3	£0	£0	£0	n/a	0
31/12/05		£22	£18	£4	£0	£0	£0	n/a	0
31/12/04		£23	£14	£9	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Education/Training
General Charitable Purposes
Other Charitable Purposes

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Hampshire,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities

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 - Romsey Area Information Network
£9,860	24/06/2022	The funding will be used to employ a Project Worker to help Romsey and District Carers Forum develop a new proactive website update their information packages to provide a comprehensive service so ....more The funding will be used to employ a Project Worker to help Romsey and District Carers Forum develop a new proactive website update their information packages to provide a comprehensive service so people can access their information at ease with the aim of developing their service and improving the lives of carers.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

ANGELA DORIS BERNHARDT Appointed: 2013

TRACEY ELDRIDGE Appointed: 2019, Other trusteeships: CARERS TOGETHER SOUTHAMPTON, BUTTERFLIES BEREAVEMENT SUPPORT, WARREN CLARK GOLFING DREAMS LIMITED,

ANNE MEADER (Chair), Other trusteeships: CARERS TOGETHER IN HAMPSHIRE, HAMPSHIRE NEUROLOGICAL ALLIANCE, CARERS TOGETHER IN HAMPSHIRE,

CAROL ANN LAMB Appointed: 2013, Other trusteeship: AGE CONCERN ROMSEY AND DISTRICT,

DAVID WALTER CROCKER Appointed: 2016, Other trusteeship: CARERS TOGETHER IN HAMPSHIRE,

KENNETH RAYMOND MEADER Appointed: 2022, Other trusteeships: CARERS TOGETHER IN HAMPSHIRE, CARERS TOGETHER IN HAMPSHIRE,

Legal constitution

Charity registered in England & Wales on 26/01/2000, number: 1079112

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR23: 6 days late, AR22: 4 days late, AR21: 2 days late, AR19: 4 days late, AR18: 1 days late, AR15: 2 days late, AR14: 1 days late, AR13: 67 days late, AR12: 118 days late,

Main office

9 LOVE LANE
ROMSEY
HAMPSHIRE
SO51 8DE

Objectives

TO RELIEVE THE STRESSES EXPERIENCED BY CARERS OF PEOPLE RESIDING IN THE AREA KNOWN AS SOUTHERN TEST VALLEY, WITH PHYSICAL, MENTAL OR SENSORY IMPAIRMENT OR ILLNESS, OR INCAPACITY THROUGH OLD AGE. TO PROVIDE A FOCUS FOR CARERS ACROSS ALL GROUPS; TO PROMOTE THE NEEDS OF CARERS; TO GATHER AND DISSEMINATE INFORMATION REGARDING CARERS AND SUPPORT FOR CARERS; TO IDENTIFY NEED AND WORK WITH AGENCIES TO DEVELOP APPROPRIATE SERVICES.

Defined Area of Benefit:

PEOPLE RESIDING IN THE AREA KNOWN AS SOUTHERN TEST VALLEY

Data Sources