AGE CONCERN HAMPSHIRE

Charity number: 290874
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

i) Awareness raising and campaigning; ii) Promoting Active retirement to support a positive and meaningful ageing journey iii) Information services for local residents iv) Care and Wellbeing Centres offering Day Services v) Footcare Clinics vi) Hospital to Home (H2H) support service to improve health & wellbeing for patients whilst staying in hospital.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£1,665,372

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Donations and legacies £55.24k
Charitable activities £1.55m
Other trading activities £59.36k
Investments £1.77k
Other £0

Total expenditure:
£1,688,825

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Raising funds £74.82k
Charitable activities £1.61m
Other £0

£0 investments gains (losses)

Total income includes £588,733 from 2 government contract(s) and £21,395 from 6 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £74.82k
Charitable expenditure £1.61m

People

74 Employee(s)

1 Trustee(s)

62 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£80k to £90k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Hampshire

Governance

Registration history:
  • 22 January 1985: Standard registration
  • 23 October 2013: Funds received from 1120946 ROSEFIELD DAY CENTRE
  • 05 November 2015: Funds received from 226158 AGE CONCERN ALDERSHOT
  • 14 December 2019: Funds received from 1150578 AGE UK MID HAMPSHIRE
  • 19 October 2023: Funds received from 261301 AGE CONCERN - BISHOPSTOKE
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

1 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Age Concern Hampshire Trustee 31 July 2013
LOCKS HEATH DAY CARE TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £2.35m £1.96m £2.14m £1.69m £1.67m
Total expenditure £2.18m £1.69m £1.93m £1.89m £1.69m
Income from government contracts £781.26k £124.10k £247.81k £174.09k £588.73k
Income from government grants £37.93k £73.78k £273.84k £43.69k £21.40k
Income - Donations and legacies £210.65k £226.23k £49.77k £45.41k £55.24k
Income - Other trading activities £18.26k £14.84k £66.33k £65.26k £59.36k
Income - Charitable activities £2.12m £1.72m £2.02m £1.58m £1.55m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £406 £238 £5 £0 £1.77k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £158.69k £174.38k £18.94k £0 £25.69k
Expenditure - Charitable activities £2.16m £1.65m £1.87m £1.85m £1.61m
Expenditure - Raising funds £20.75k £40.44k £61.56k £39.36k £74.82k
Expenditure - Governance £10.72k £8.42k £9.74k £0 £0
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £297.33k £278.55k £321.58k £404.28k £367.02k
Long-term investments £0 £0 £0 £0 £0
Other assets £727.39k £1.22m £1.38m £792.44k £824.99k
Defined benefit pension scheme asset or liability £0 £0 -£20.00k £0 £0
Total liabilities £220.86k £426.25k £400.27k £95.97k £115.00k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 29 January 2025 On Time
Accounts and TAR 31 March 2024

(These accounts
have been qualified)

29 January 2025 On Time Download Open in new window
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 31 January 2024 On Time Download Open in new window
Annual return 31 March 2022 31 January 2023 On Time
Accounts and TAR 31 March 2022

(These accounts
have been qualified)

31 January 2023 On Time Download Open in new window
Annual return 31 March 2021 31 January 2022 On Time
Accounts and TAR 31 March 2021

(These accounts
have been qualified)

31 January 2022 On Time Download Open in new window
Annual return 31 March 2020 31 January 2021 On Time
Accounts and TAR 31 March 2020 31 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CONSTITUTION ADOPTED 04/12/1984 AS AMENDED ON 18/10/2005 AS AMENDED ON 16/10/2007 AS AMENDED BY SCHEME DATED 30/07/2013 AS AMENDED ON 04/09/2013

Charitable objects

TO PROMOTE THE RELIEF OF OLDER PEOPLE IN ANY MANNER THAT IS NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND THE HISTORIC COUNTY OF HAMPSHIRE

Area of benefit

The area the charity can operate in, as set out in its governing document.

IN AND AROUND THE HISTORIC COUNTY OF HAMPSHIRE

Contact information

Address:
Age Concern Hampshire
Centre Way
Locks Heath
SOUTHAMPTON
SO31 6DX
Phone:
01962 868545
Email:
accounts@ageconcernhampshire.org.uk
Website:

www.ageconcernhampshire.org.uk Open in new window