Finance Score: -2

Governance Score: 9

Support Score: 3

Deficit latest year: -2
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 10

AGE WESSEX

We provide support and services to all older people, and those who care for them, living in and around Southampton. We inform older people of their rights and choices and encourage independent living. We promote positive ageing and the right of older people to play an active part in the development of their communities.

Analysis by Giving is Great

Positives:

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
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income was lower than spending in the latest year

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
31/03/23		£313	£370	£-57	n/a	n/a	n/a	n/a	n/a	5
31/03/22		£300	£299	£1	n/a	n/a	n/a	n/a	n/a	88
31/03/21		£329	£295	£35	n/a	n/a	n/a	n/a	n/a	113
31/03/20		£335	£340	£-6	n/a	n/a	n/a	n/a	n/a	120
31/03/19		£425	£423	£2	n/a	n/a	n/a	n/a	n/a	128
31/03/18		£344	£416	£-72	£0	£0	£0	n/a	0	0
31/03/17		£291	£409	£-119	£0	£0	£0	n/a	0	0
31/03/16		£553	£443	£110	£0	£329	£314	8.5	12	0
31/03/15		£339	£405	£-66	£0	£0	£0	n/a	0	0
31/03/14		£289	£399	£-110	£0	£0	£0	n/a	0	0
31/03/13		£441	£364	£77	£0	£0	£0	n/a	0	0
31/03/12	*	£422	£390	£33	£0	£0	£0	n/a	0	0
31/03/11		£464	£394	£70	£0	£0	£0	n/a	0	0
31/03/10		£393	£357	£36	£0	£0	£0	n/a	0	0
31/03/09		£241	£215	£27	£0	£0	£0	n/a	0	0

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Senior Staff Costs/Total Spending: 21%
Highest pay band: £60,000-£70,000

Established: 16 years

www.ageuk.org.uk/southampton

info@ageuksouthampton.org.uk

02380368636

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Services for people with disabilities

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Hampshire, Southampton City,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
5 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
DCMS - Coronavirus Community Support Fund
£41,370	05/08/2020	"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 ....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."
Lloyds Bank Foundation - Grant to Age Concern Southampton
£35,000	29/06/2012	the costs of the Active Friends Home Visiting and Befriending Project including the salary of the Active Friends Co-ordinator, staff travel, project overheads, administration and management costs

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-72

SARAH CARDY Appointed: 2023, Occupation: Chief Executive

STEWART RUSTON Appointed: 2023, Occupation: Retired

KEITH ANDREW JOHNSTON Appointed: 2023, Occupation: Retired, Other trusteeship: AGE UK WILTSHIRE,

NICOLA GURD Appointed: 2020, Occupation: Head Of Finance

PETER JAMES STEWART Appointed: 2016, Occupation: Retired

RICHARD PURCHASE (Chair) Appointed: 2023, Occupation: Retired, Other trusteeship: AGE UK WILTSHIRE,

Legal constitution

Charitable company registered in England & Wales on 26/02/2008, number: 1122954
Registered at Companies House on 07/03/2007, number: 06144912

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
Trustee expenses policy and procedures
Volunteer management

Filing Record

15 returns made; AR12: 10 days late,

Main office

The Wool Shed
New Park Street
DEVIZES
Wiltshire
SN10 1DY

Objectives

1 PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE 2 ADVANCING EDUCATION 3 PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL OR PHYSICAL) 4 PROMOTING EQUALITY AND DIVERSITY 5 PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS 6 ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND 7 SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE TRUSTEES FROM TIME TO TIME DECIDE. AREA OF BENEFIT MEANS HAMPSHIRE, ISLE OF WIGHT AND SURROUNDING AREAS.

Defined Area of Benefit:

HAMPSHIRE, ISLE OF WIGHT AND SURROUNDING AREAS.

Data Sources