Finance Score: 0

Governance Score: 2

Support Score: 5

Strong growth: +2
Multiple Deficits: -2
No PartB

Only 4 Trustees: -1
Gender balanced board: +3

Large volunteers +3
Grant maker support: +2

Overall GiG Score: 7

HELPING OLDER PEOPLE NEW FOREST

Charity helping older people in the New Forest

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

There are only 4 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Established: 11 years

www.hopenewforest.org

enquiries@hopenewforest.org

07894 901072

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	Volun- teers
31/03/23	£131	£135	£-4	n/a	n/a	n/a	n/a	n/a	45
31/03/22	£93	£123	£-31	n/a	n/a	n/a	n/a	n/a	20
31/03/21	£132	£103	£29	n/a	n/a	n/a	n/a	n/a	20
31/03/20	£99	£110	£-11	n/a	n/a	n/a	n/a	n/a	25
31/03/19	£58	£76	£-19	n/a	n/a	n/a	n/a	n/a	25
31/03/18	£70	£65	£5	£0	£0	£0	n/a	0	0
31/03/17	£70	£65	£5	£0	£0	£0	n/a	0	0
31/03/16	£80	£78	£2	£0	£0	£0	n/a	0	0
31/03/15	£73	£77	£-4	£0	£0	£0	n/a	0	0
31/03/14	£109	£76	£33	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Hampshire,

Who it helps

Elderly/Old People
The General Public/Mankind

Who works here?

Unknown number of employees
45 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
£10,000	18/08/2020	"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."
Henry Smith Charity - Grant to Helping Older People New Forest
£10,000	10/12/2019 24	towards two years' running costs of a project providing an information and advice service for older people, their families and carers in the New Forest area
Henry Smith Charity - Grant to Helping Older People New Forest
£20,000	10/03/2016 36	towards two years' running costs of a project providing an information and advice service to older people, their families and carers in the New Forest

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 71-96

MARIE MORGAN Appointed: 2021, Occupation: Retired, Other trusteeships: NEIGHBOURCARE NEW MILTON, NEIGHBOURCARE NEW MILTON,

NEIL TUNGATE Appointed: 2013, Occupation: Retired

PHYLLIS CYNTHIA INGLIS Appointed: 2018, Occupation: Retired

STEVE WILLIAMS Appointed: 2013, Occupation: Consultant

Legal constitution

Charitable company registered in England & Wales on 05/06/2013, number: 1152294
Registered at Companies House on 11/12/2012, number: 08326735

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Volunteer management

Filing Record

10 returns made; all on time

Main office

1a Kingsbury's Lane
Ringwood
Hampshire
BH24 1EL

Objectives

TO PROMOTE THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE PUBLIC AND/OR OLDER PEOPLE IN AND AROUND THE NEW FOREST IN HAMPSHIRE1. ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP, SOCIAL EXCLUSION OR OTHER DISADVANTAGE; AND2. SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE, THE OUTCOME OF THIS BEING THE PROMOTION OF THE WELLBEING OF OLDER PEOPLE.

Data Sources