Southbourne & District Age Concern CIO (also known as Age Concern Southbourne) Charity Number 1182153
New Road, Southbourne, West Sussex PO10 8JX
Annual Report of the Board of Trustees for the year to 31.3.23
Objec�ves and Ac�vi�es
We have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing our aims and objec�ves and in planning our future ac�vi�es.
The object of the CIO con�nues to be to promote the welfare of the aged in any manner which now is or herea�er may be deemed by law to be charitable, within the parish of Southbourne, hereina�er
In the year to 31.3.23 we con�nued to provide services for our members by way of lunch club, entertainments, tai chi, and a few trips out. We provide transport using an adapted minibus. Whilst the increasing cost of electricity, fuel and food is an increasing concern, we are fortunate to have been in receipt of several grants and dona�ons to cover our increased costs. In this year we con�nued to maintain the building, with a new water heater and improved electrical safety. In April 2022 Southbourne Lions and some of our volunteers were kind enough to embark on a project of clearing the outside space, with a view to crea�ng a safe outdoor space for use by the members. We hope to be able to finish this project in 2024.
volunteers. We would like to thank them for their con�nued hard work and acknowledge the difference they make to the members with their cheerful approach. We received a 5 (top score) for food hygiene ra�ng from Environmental Health.
Southbourne & District Age Concern has no regular source of income and is reliant on dona�ons and grants in order to con�nue to provide services to the members.
We have received dona�ons from private individuals who we thank hear�ly. We were also in receipt in this year of generous dona�ons from local organisa�ons; Loveders Nursery, Prinsted Residents Carol Service and Southbourne Lions.
Home Instead funded a Christmas lunch for our members at a local pub, which was greatly enjoyed by all the members.
We received several grants towards our running costs, for which we are extremely grateful, £2000 from The Garfield Weston Founda�on, £500 from The Woodroffe Benton Founda�on and £3000 from The Foyle Founda�on. We are in receipt of a grant from The Yapp Charitable Trust that consists of £2000 pa for each of three years. Without these grants we could not provide our services to the members and with to thank these organisa�ons.
We have received several dona�ons from individuals, from Southbourne Mens’ Shed and from Home Instead, towards the purchase of a defibrillator, which will be placed outside of the centre within easy reach of not just the users of the Age Concern centre, but also the members of the Southbourne
Mens’ Shed, Southbourne Club and the school run public that pass by our building going to and from Southbourne Primary Schools. We hope to have sufficient funding in 2024 to install the defibrillator.
Southbourne & District Age Concern does not make grants.
Structure, governance and management
Southbourne & District Age Concern is a Charitable Incorporated Organisa�on (CIO), incorporated on 19 February 2019. It was ini�ally founded as a charity in 1976 and registered as the new CIO on 19[th] February 2019.
The CIO was established and is governed by its Cons�tu�on which established the objects and powers of the CIO.
The board of trustees is responsible for the overall management and control of the charity.
The mechanism for the recruitment and appointment of new trustees is by invita�on to exis�ng supporters of the charity and those who have expressed an interest in ac�ng in such a capacity. Selec�on will depend upon the skills, commitment and experience such candidates may be able to offer in order that the charity should have balanced skillsets available to it.
Financial Review
During the year dona�ons and grants were received amoun�ng to £14,616 (2022: £28,655).
As at 31 March 2023 the charity's funds amounted to £21,093 (2022: £17,615).
Southbourne & District Age Concern retains funds in a restricted emergency reserve in order to ensure there are enough funds to cover at least one year without any grant income. The Trustees ensure that there are always enough funds to cover all liabili�es of the CIO for at least 12 months.
31.3.23 was £512 (2022 £189).
Trustees
Robert Hayes Chair (resigned 17.1.24)
Karen Hayes Secretary (resigned 17.1.24)
Margaret Melhuish (appointed 17.1.24)
John Le Poidevin (appointed 17.1.24)
Grace Dilley (appointed 17.1.24)
Janet Mort (appointed 17.1.24)
Sue Talbot
Alice Smith Treasurer
Signed by Alice Smith, Hon Treasurer, on behalf of the Board of Trustees 24[th] January 2024
Southbourne & District Age Concern CIO Charity Registration No: 1182153
Balance Sheet
| Assets Business Reserve Account Barclays Community Account Cash Members raffle funds Total Accumulated Funds Opening balance Surplus (deficit) for the year Total Restricted Emergency Reserve Bus Fund Defib Fund Unrestricted Reserves Total |
31.3.23 31.3.22 18,575 15,616 3,000 2,158 30 30 (512) (189) 21,093 17,615 17,615 16,266 3,478 1,349 21,093 17,615 - 0 10,000 10,000 0 736 691 10,403 6,879 21,093 17,615 |
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Southbourne & District Age Concern CIO Charity Registration No: 1182153
| Income and Expenditure Account Period ending INCOME Lunch club & donations Grants Room hire Men's Shed Transport donations Shop donations Fundraising events Snooker donations Bank interest Total income LESS: EXPENDITURE Centre repairs & maintenance Rent Insurance Tai Chi Vehicle maintenance & insurance Vehicle fuel Electricity & Gas Water services DBS checks Sundries Bank Charges Special Events Telephone Council Tax Total costs Surplus/ (Deficit) |
31.3.23 31.3.22 4,605 2,087 8,800 24,258 205 750 1,800 1,125 624 237 61 134 289 - 7 62 24 2 16,416 28,655 16,392 2,122 16,578 3,500 3,500 1,300 1,040 1,980 990 1,021 1,585 287 280 811 1,561 185 92 - 150 113 364 - 92 1,302 1,000 - 10 317 64 12,937 27,306 16,393 3,478 1,349 |
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