Southboume & Dirtrict A8e Concern CIO Charity Registration No: 1182153 Income and Expenditure Account Year ending 31.3.25 31.3.24 INCOME Donation5 Rental income Grants Bank interest Total income 9,735 3,058 28,340 266 41,398 8,368 2,938 9,090 271 20,667 LESS: EXPENDITURE Rent Centre repairs & maintenance Electricity & Gas Food & kitchen items Tai Chi Insurance Vehicle maintenance & Insurance Vehicle fuel Admin costs Water charges Council Tax Special Events Telephone DBS checks Total costs 4,375 4,018 3,339 2.480 1.980 1,203 1,047 396 311 207 143 103 90 50 19,740 2.625 951 4,850 1,980 1,115 2.392 311 204 246 203 488 io loo 15,476 Surplus/ (Deficit) 21,659 5,191
Southbourne & Distrirt Age Concern Charity Règistration No-. 1182153 Balance sheet 31.3.25 31.3.24 A5set5 8usiness Reserve Account Barclays Community Account Cash Members raffle funds Total assets 43,997 4.125 182 13611 47.943 23.590 3,OtKJ 211 15171 26.285 Accumulated Funds OpeninB balance surplus Idelicitl lor the year Total reserves 26.285 21,659 47.943 21,093 5.191 26,285 Restricted Emer8ency Reserve Orher restricted funds Unre5tricied Reserves Total reserves io,cv) 18,955 18,988 47.943 10,000 1,781 14,504 26,285 I have examiThed ihe Books, voucher5 and bonk statements of Southbourne & District Age Con¢ern CIO and I certify that ihe above AOunt5 lorm a cOrCl statement ol the transactions up to and includin8 31 Marth 202$ S>gned Date .. M¢chael F G Cope FFA
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 31.3.25
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 31.3.25 we con�nued to provide services for our members by way of lunch club, entertainments, gentle exercise, tai chi, and occasional 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.
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.
We would also like to say thank you to the members of the Good Gym who came along to help with the Age Concern garden in January 2025.
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 2025 of generous dona�ons from the Prinsted Residents Carol Service. In the year to 31.3.25 we received several dona�ons in memory of members and supporters of our organisa�on, from their friends and families.
This year we had a trip to a local pub for lunch, a D-Day celebra�on and our usual Christmas Dinner, which were all greatly enjoyed by the members.
Southbourne Parish Council awarded the centre with a Community Award to recognise the hard work of the volunteers and trustees.
We received several grants towards our running costs, for which we are extremely grateful. We have received grants from the Henry Smith Charity, The Barchester Founda�on, the Garfield Weston Founda�on, and from Southbourne Parish Council. We have received grant from The Yapp Charitable Trust paid over the last three years. This year we have also been in receipt of funding from the Lo�ery Community Fund to assist with running costs. Without these grants we could not provide our services to the members and wish to hear�ly thank these organisa�ons.
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 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 £41,133 (2024: £20,396).
As at 31 March 2025 the charity's funds amounted to £47,943 (2024: £26,285).
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.
Southbourne & District Age Concern also holds the members’ raffle funds on their behalf which at 31[st] March 2025 was £364 (2024 £517).
Trustees
Margaret Melhuish
John Le Poidevin
Janet Mort
Sue Talbot
Alice Smith (Treasurer)
Signed by Alice Smith, Treasurer Date 17.1.26