Finance Score: 0

Governance Score: 2

Support Score: 10

No PartB

Dynamic board: +3
Mainly female board: -1

Large volunteers +5
Grant maker support: +5

Overall GiG Score: 12

SOUTHBOURNE AND DISTRICT AGE CONCERN

The object of the CIO is to promote the welfare of the aged in any manner which now is or hereafter may be deemed by law to be charitable, within the parish of Southbourne, hereinafter called the ' area of benefit '

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly female
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

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
31/03/23		£16,416	£12,937	£3,479	23
31/03/22		£28,655	£27,306	£1,349	25
31/03/21		£17,899	£17,722	£177	15
31/03/20	*	£17,251	£35,279	£-18,028	15

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 5 years

ageconcernsouthbourne@gmail.com

07596243949

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Services for the elderly

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

West Sussex,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
23 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.

Major supporters in last 5 years

Sussex Community Foundation	£8,300
National Lottery Community Fund	£5,000
The Foyle Foundation	£3,000
DCMS	£2,750
Co-Operative Group	£1,236

Specific Donations

Amount	When Months	To be used for
Sussex Community Foundation - Grant to Age Concern Southborne and District
£5,000	19/05/2023	Funding was provided towards running costs and a range of projects.
The Foyle Foundation - Small Grants
£3,000	07/02/2023	towards core costs over the next 12 months
Co-Operative Group - Grant to Age Concern Southbourne
£1,236	23/10/2021	We would like to replace the five external doors to the centre as they are 40 to 50 years old and falling apart. We would be grateful for any contribution to this project.
Sussex Community Foundation - Grant to Age Concern Southbourne and District
£3,300	16/07/2021 8	Funding was provided towards running costs and to help meet COVID guidelines.
National Lottery Community Fund - Re-opening costs for Age Concern Southbourne
£5,000	23/04/2021	The funding will be used to improve the meeting space for elderly residents of the community. The project aims to bring people together to reduce isolation and improve wellbeing.
DCMS - Coronavirus Community Support Fund
£2,750	27/07/2020	"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."

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ALICE SMITH Appointed: 2019

GRACE DILLEY Appointed: 2024

JANET MORT Appointed: 2024

JOHN LE POIDEVIN Appointed: 2024

MARGARET MELHUISH Appointed: 2024

SUSAN JANE HODSON TALBOT Appointed: 2020

Legal constitution

Charity registered in England & Wales on 21/02/2019, number: 1182153

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

4 returns made; AR20: 53 days late,

Recent reorganisation events:

Asset transfer in from SOUTHBOURNE AND DISTRICT AGE CONCERN on 22/06/2021

Main office

Age Concern Centre
New Road
Southbourne
Nr Emsworth
West Sussex
PO10 8JX

Objectives

THE OBJECT OF THE CIO IS TO PROMOTE THE WELFARE OF THE AGED IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE, WITHIN THE PARISH OF SOUTHBOURNE, HEREINAFTER CALLED THE 'AREA OF BENEFIT.

Data Sources