Finance Score: -2

Governance Score: 3

Support Score: 0

Multiple Deficits: -2
No PartB

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Large volunteers +5

Overall GiG Score: 6

HAM AND PETERSHAM SOS

To promote the relief of the elderly, disabled, housebound or socially isolated persons in and around Ham and Petersham, primarily but not exclusively through the provision of a transport service, shopping service and outings.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£57	£54	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	£33	£44	£-11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	£86	£44	£42	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	£41	£50	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19	£42	£53	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	£41	£52	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	£128	£49	£78	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	£45	£40	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	£50	£44	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	£33	£33	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13	£42	£31	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	£32	£28	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	£34	£35	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Established: 14 years

www.hamandpetershamsos.co.uk

enquiries@hamandpetershamsos.co.uk

02089481090

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment

GiG Classification

Transport and storage activities

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Richmond Upon Thames,

Who it helps

Elderly/Old People
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 46-72

AIDEN BUCKLEY Appointed: 2020, Occupation: Homemaker

CHRISTOPHER LANE Appointed: 2023, Occupation: Retired

CHRISTOPHER PHILIP AYLIFFE Appointed: 2021, Occupation: Retired

GEORGE ANTHONY PHILIP Appointed: 2024, Occupation: Accountant

HELEN CLARE BEEDHAM (Chair) Appointed: 2014, Occupation: Retired

JEFFREY WALLACE ANDREWS Appointed: 2023, Occupation: Trustee

Legal constitution

Charitable company registered in England & Wales on 30/06/2010, number: 1136675
Registered at Companies House on 26/08/2009, number: 07001262

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Investing charity funds policy and procedures
Investment
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

Filing Record

13 returns made; all on time

Recent reorganisation events:

Asset transfer in from HAM INSTITUTE on 15/10/2020

Main office

HAM DAY CENTRE
WOODVILLE ROAD
RICHMOND
TW10 7QW

Objectives

'(1) TO PROMOTE THE RELIEF OF THE ELDERLY, DISABLED, HOUSEBOUND OR SOCIALLY ISOLATEDPERSONS IN AND AROUND HAM AND PETERSHAM, PRIMARILY BUT NOT EXCLUSIVELY THROUGH THEPROVISION OF A TRANSPORT SERVICE, SHOPPING SERVICE AND OUTINGS AS WILL RELIEVE THEIRCHARITABLE NEED.(2) TO PROVIDE ANY OTHER CHARITABLE PURPOSE IN AND AROUND HAM AND PETERSHAM ASTHE TRUSTEES FROM TIME TO TIME MAY DETERMINE.

Defined Area of Benefit:

HAM AND PETERSHAM,

Data Sources

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