HAM AND PETERSHAM SOS

Registered charity 1136675 · accounts filings on the Charity Commission register

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.

Objects

'(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.

Area of benefit: HAM AND PETERSHAM,

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Economic/community Development/employment · website · Get email alerts

Registered contact address: Richmond upon Thames, London, England (from the postcode on the register)

Latest income

£55k

Latest spending

£61k

Registered

2010

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity recorded a deficit of £6,177 for the year, resulting in a decrease in total net assets to £122,257. The trustees note that this deficit will impact the charity's ability to withstand potential shocks as contingency reserves reduce. However, the charity stands on a stable financial footing due to significant support from The Richmond Foundation and the Ham & Petersham Association & Amenities Group.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Grants (56% of income)

“Grants totalling £30,809 were the principal source of income”

Per its FY2025 accounts as filed with the Charity Commission.

Governance: The examiner noted that a previous recommendation for a set of Procedure Notes to be listed showing all the responsibilities to be taken on by the present Manager... has not yet been set up by the Organiser and Trustees.

“A previous recommendation for a set of Procedure Notes to be listed showing all the responsibilities to be taken on by the present Manager, who I realise has only recently come to HAPSOS, has not yet been set up by the Organiser and Trustees.” — page 11

“A second previous recommendation was for a detailed inventory listing all assets belonging to the centre to be set up as this would be required for insurance purposes in the event of damage, theft or fire.” — page 12

Per its FY2025 accounts as filed with the Charity Commission.

Governance: The examiner noted that a second previous recommendation was for a detailed inventory listing all assets belonging to the centre to be set up as this would be required for insurance purposes.

“A previous recommendation for a set of Procedure Notes to be listed showing all the responsibilities to be taken on by the present Manager, who I realise has only recently come to HAPSOS, has not yet been set up by the Organiser and Trustees.” — page 11

“A second previous recommendation was for a detailed inventory listing all assets belonging to the centre to be set up as this would be required for insurance purposes in the event of damage, theft or fire.” — page 12

Per its FY2025 accounts as filed with the Charity Commission.

Governance: The examiner noted that a safe should be obtained for the cash that is presently being kept in individual plastic bags in a filing cabinet drawer.

“A previous recommendation for a set of Procedure Notes to be listed showing all the responsibilities to be taken on by the present Manager, who I realise has only recently come to HAPSOS, has not yet been set up by the Organiser and Trustees.” — page 11

“A second previous recommendation was for a detailed inventory listing all assets belonging to the centre to be set up as this would be required for insurance purposes in the event of damage, theft or fire.” — page 12

Per its FY2025 accounts as filed with the Charity Commission.

Governance: The examiner noted that a record of the cash held in individual bags should be maintained showing the amounts held and a record of banking undertaken thus avoiding theft.

“A previous recommendation for a set of Procedure Notes to be listed showing all the responsibilities to be taken on by the present Manager, who I realise has only recently come to HAPSOS, has not yet been set up by the Organiser and Trustees.” — page 11

“A second previous recommendation was for a detailed inventory listing all assets belonging to the centre to be set up as this would be required for insurance purposes in the event of damage, theft or fire.” — page 12

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/03/2025

Volunteers: 50
Government income: £9,889 — contracts £9,639 (1), grants £250 (1); 18% of the £54,607 total gross income on the same return

Self-declared on the annual return for the financial year ending 31/03/2024

Volunteers: 60
Government income: £8,000 — contracts £8,000 (1); 14% of the £57,512 total gross income on the same return

Self-declared on the annual return for the financial year ending 31/03/2023

Volunteers: 60

Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

Registered company of the charity Companies House 07001262 · Financial health read from its filings

Public fundraising profile: JustGiving — Ham & Petersham SOS (matched by registered charity number).

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

Richmond Parish Lands Charity — “We have a grant from Richmond Parish Lands Charity towards core costs” (source page)
Community Independent Living Service — “we are part of the Community Independent Living Service for which we receive some funding.” (source page)

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

PEARCE, Alexandra Sasha — director, appointed 16/01/2026on trustee list
PHILLIPS, Kirsty Marie — director, appointed 03/07/2025on trustee list
PEACOCK, Louisa Jean Alice — director, appointed 09/01/2025on trustee list
LANE, Christopher James — director, appointed 04/05/2023on trustee list
BUCKLEY, Aiden — director, appointed 10/06/2020on trustee list

Official officers record.

Public profiles (found on the charity’s own website): instagram

Register events

Received assets from another charity (15/10/2020) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

Aiden Buckleychair
Alexandra Sasha Pearce
Christopher Lane
Kirsty Marie Phillips
Louisa jean Alice Peacock

Trustee list from the Charity Commission register (current, not historical).

Operates in: Richmond Upon Thames

Income and spending

Financial year end	Income	Spending
31/03/2025	£55k	£61k
31/03/2024	£58k	£61k
31/03/2023	£57k	£54k
31/03/2022	£33k	£44k
31/03/2021	£86k	£44k

Common questions

Is HAM AND PETERSHAM SOS financially healthy?

Per its FY2025 accounts: The accounts state that the charity recorded a deficit of £6,177 for the year, resulting in a decrease in total net assets to £122,257. The trustees note that this deficit will impact the charity's ability to withstand potential shocks as contingency reserves reduce. However, the charity stands on a stable financial footing due to significant support from The Richmond Foundation and the Ham & Petersham Association & Amenities Group. Its FY2025 accounts were independently examined.

Who funds HAM AND PETERSHAM SOS?

Funders whose own accounts filings name HAM AND PETERSHAM SOS as a grant recipient include Richmond Foundation.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount	Purpose (as stated by the funder)
Richmond Foundation	FY2025	£20k	Core/Project Grant

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
The National Lottery Community Fund	30/09/2015	£6k	Seniors Swimming
The National Lottery Community Fund	10/04/2012	£4k	The Ham and Petersham Tea Party
City Bridge Foundation	20/10/2011	£24k	Grant to Ham and Petersham SOS
The National Lottery Community Fund	04/03/2011	£6k	Ham Pond Restoration Project

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
THE ALICE ELLEN COOPER-DEAN CHARITABLE FOUNDATION	1	£20k
THE WILL CHARITABLE TRUST	1	£18k
EUROPEAN UNION FOR PROGRESSIVE JUDAISM	1	£14k
BOOTS CHARITABLE TRUST	1	£10k
THE THOMAS FARR CHARITY	1	£10k
THE CLARE MILNE TRUST	1	£9k
MISSES BARRIE CHARITABLE TRUST	1	£5k
THE GROCERS' CHARITY	1	£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with HAM AND PETERSHAM ASSOCIATION AND AMENITIES GROUP.

HAM AND PETERSHAM ASSOCIATION AND AMENITIES GROUP income £39k
KINGSBRIDGE AND SALTSTONE CARING LTD income £31k
THE PETERSHAM AND HAM SEA SCOUT GROUP income £147k
SWAFFHAM AND LITCHAM HOME HOSPICE SUPPORT LIMITED income £121k
Disability Support income £298k
SUPPORTING COMMUNITIES income £176k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
HAM AND PETERSHAM SOS	£55k	—	0	above	—	no doubt
HAM AND PETERSHAM ASSOCIATION AND AMENITIES GROUP FY2025	£39k	—	0	unclear	—	no doubt
KINGSBRIDGE AND SALTSTONE CARING LTD FY2025	£31k	—	0	unclear	—	no doubt
THE PETERSHAM AND HAM SEA SCOUT GROUP FY2025	£147k	—	—	unclear	—	no doubt
SWAFFHAM AND LITCHAM HOME HOSPICE SUPPORT LIMITED FY2025	£121k	—	0	unclear	—	no doubt
Disability Support FY2024	£298k	—	0	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.