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 31.3.24
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 31.3.24 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 have been able to add an electric retrac�ng side door step to our adapted minibus.
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 the year of generous dona�ons from local organisa�ons; Southbourne Football Club and Prinsted Residents Carol Service. We have also received dona�ons in memory of previous members, from their friends and families.
This year we had a trip to the theatre to watch The Sound of Music, a corona�on party and our usual Christmas Dinner, which were all greatly enjoyed by the members.
We received several grants towards our running costs, for which we are extremely grateful. We have received grants from the Allen Lane Founda�on and the Sussex Community Fund. We are in receipt of a grant from The Yapp Charitable Trust paid over three years. Without these grants we could not provide our services to the members and wish to thank these organisa�ons.
We have received a large dona�on from one individual which was matched by Bri�sh American Tobacco, 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 Men’s Shed, Southbourne Club and the school run public that pass by our building going to and from Southbourne Primary Schools. We hope to soon have sufficient funding 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 £20,396 (2023: £16,391).
As at 31 March 2023 the charity's funds amounted to £26,285 (2023: £21,093).
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.
31.3.24 was £517 (2023 £512).
Trustees
Margaret Melhuish
John Le Poidevin
Grace Dilley
Janet Mort
Sue Talbot
Alice Smith Treasurer
Signed by Alice Smith, Treasurer 9[th] December 2024
Southbourne & District Age Concern CIO Charity Registration No: 1182153
Balance Sheet
| Assets Business Reserve Account Barclays Community Account Cash Members raffle funds Total |
31.3.24 31.3.23 23,590 18,575 3,000 3,000 211 30 (517) (512) 26,285 21,093 |
|---|---|
Accumulated Funds
| Opening balance Surplus (deficit) for the year Total Restricted Emergency Reserve Defib Fund Unrestricted Reserves Total |
21,093 17,615 5,191 3,478 26,285 21,093 0 10,000 10,000 1,781 691 14,504 10,403 26,285 21,093 |
|---|---|
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 Fundraising events Bank interest Total income LESS: EXPENDITURE Electricity & Gas Rent Vehicle maintenance & insurance Tai Chi Insurance Centre repairs & maintenance Special Events Vehicle fuel Water charges Sundries Council Tax DBS checks Telephone Total costs Surplus/ (Deficit) |
31.3.24 31.3.23 8,368 5,298 9,090 8,800 741 205 2,197 1,800 - 289 271 24 20,667 16,416 4,850 811 2,625 3,500 2,392 1,021 1,980 1,980 1,115 1,300 951 2,122 488 1,302 311 287 246 185 204 113 203 317 100 - 10 - 15,476 12,937 5,191 3,478 |
|---|---|