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CHARITY COMMISSION | Independent examiner's report
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Section A Independent Examiner’s Report
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Report to themembers trustees/of / UKLT|O~j Anh D 1S TK(CT AGE £ aNC Kn]
On accounts for theendedyear 3 | ST MsADA (RCH a0L57 . Charity(if any)no [0.2hs 6G 1/4,
charity| report (“theto the Trust”)trustees for onthemy yearexamination ended 3{of 3/25the accounts. of the above
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- Responsibilities and As the charity trustees, you are responsible for the preparation of the basis of report accounts in accordance with the Charities Act 2011 (“the Act”).
| report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent [The charity's gross income exceeded £250,000 and | am qualified to examiner's statement undertake the examination by being a qualified member of [insert name of applicable listed body]]. Delete [ ] if not applicable.
| have completed my examination. | confirm that no material matters have come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect,:
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e the accounting records were not kept in accordance with section 130 of the Act; or
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e the accounts did not accord with the accounting records; or
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e the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair view which is not a matter considered as part of an an independent examination.
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a considered as part of an an independent examination.
bad
7 | have no concerns and have come across no other matters in connection
“ with the examination to which attention should be drawn in this report in
i order to enable a proper understanding of the accounts to be reached.
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- Please delete the words in the brackets if they do not apply.
Name:| BRsAN WatdMAV professional qualification(s) or body (if any):
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‘Relevant professional
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IER
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October 2018
Address: WITFIELD CLOSE Pudtor , Suicndwn SNS 4HO.
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here details of any items that the examiner wishes to disclose.
IER
2
October 2018
Purton and District Age Concern Consolidated Income and Expenditure 2024/25
| Income | Expenditure | Surplus/Deficit | |
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| Main Fund | £19,529.79 | £18,615.67 | £914.12 |
| Minibus - Revenue | £5,097.44 | £5,864.23 | -£766.79 |
| Minibus - Restricted | £1,962.57 | £1,962.57 | |
| £26,589.80 | £24,479.90 | £2,109.90 |
Purton and District Age Concern Income and Expenditure - 1st April 2024 to 31st March 2025
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General Fund Only (excludes Minibus transactions)
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| Income | Expenditure | Surplus/ Deficit | |||
|---|---|---|---|---|---|
| 1. | Charitable Events | ||||
| a. Outings | £4,000.00 | £2,825.00 | £1,175.00 | ||
| b. ChristmasParties / Carols |
£773.17 | £1,245.99 | -£472.82 | ||
| c. ChristmasVouchers | £0.00 | £7,740.00 | -£7,740.00 | ||
| d. Tai Chi | £1,892.00 | £1,901.48 | -£9.48 | ||
| e. 60th Anniversary Event | £0.00 | £1,022.56 | -£1,022.56 | ||
| 2. | Fundraising | ||||
| a. 3B's | £3,317.00 | £1,237.47 | £2,079.53 | ||
| b. Garden Party | £796.65 | £11.70 | £784.95 | ||
| c. Burns Night | £2,850.00 | £1,296.13 | £1,553.87 | ||
| d. Winetasting (in | 2025/26) | £0.00 | £74.40 | -£74.40 | |
| 3.Other | OtherIncome / Expenditure | ||||
| a. Donations | £4,133.70 | £0.00 | £4,133.70 | ||
| b. Bank Interest | £1,767.27 | £1,767.27 | |||
| 4. | Other Costs | ||||
| a. Meeting room hire | £0.00 | £65.60 | -£65.60 | ||
| b. Insurance | £0.00 | £511.07 | -£511.07 | ||
| c. Equipment purchased | £0.00 | £63.76 | -£63.76 | ||
| d. Printingand Postage | £0.00 | £262.04 | -£262.04 | ||
| e. Thank You gifts | £0.00 | £214.47 | -£214.47 | ||
| f. Other | £0.00 | £144.00 | -£144.00 | ||
| £19,529.79 | £18,615.67 | £914.12 |
| Change in Funding | . | ||
|---|---|---|---|
| Opening Balance | Changeduring | ClosingBalance | |
| Year | |||
| Savings Accounts | £43,109.29 | -£1,232.73 | £41,876.56 |
| BankAccount | £5,214.09 | £2,140.87 | £7,354.96 |
| Cash | £131.85 | £5.98 | £137.83 |
| £48,455.23 | £914.12 | £49,369.35 |
Prepared by: Audited by:
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Brian Woodman
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PURTON & DISTRICT AGE CONCERN Minutes of AGM ~ Wednesday 2 July 2025- 7.00pm scampi
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Agenda:
1)Minutes of Last AGM (Jul24)
2)Chairman’s report
3)Secretary’s report
4)Treasurer’s report
5)Minibus Treasurer's report
6)Election of committee & officers
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Present:
Peter Berry (Chair) Georgina Colman (Sec) Tracey Coornbs JeanTotterdell .
Ali Bunce (Asst sec} Shirley Legge Andrew Capewell
(Treasurer)
Apologies: _—
Emma Wheeler SRR
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Minutes of the last meeting: - The minutes were approved and signed by Peter.
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Chairman’s Report ~ Peter Berry
Our first event after last year’s AGM was the Coffee Morning at Dick & Jackie’s which presented us with a dilemma as it had been raining on the Friday and was going to rain again on the Saturday. Dick said that we could use his barn, which is actually bigger than his garden, for the event and we set up inside wondering if anybody would turn up. They did, much the same amount of people as usual.
Our coach trip to Weston was well attended in August and in September we celebrated our 60th birthday with a ‘high tea’ and entertainment for all involved with our group. Great get together with the Swing Birds band.
October and our second 38’s which again was very well attended, capacity crowd. November saw the Christmas shopping trip to Cardiff which was another full coach, even George came out on this one! Shall go to Cardiff again this year, everyone happy with that.
Less Abled Christmas party 30th November with Village Voices always a good atmosphere. Christmas Party 7th December with Andy Turner singing which went down really well. Must use him again. Carols on Christmas Eve was amazing with a great turnout, | couldn’t go unfortunately but well done everyone involved.
Burns Night 25th January another great night, sold out, great new piper who we've booked for next year. Best ever money maker 3B’s 28th March, popular as ever another one sold out. Chatter Club, new idea booked three with Chnis at the Red House, good attendance so far we will make a decision as to whether to carry on with this. Coach trip to Gt Malvern 21st May, lovely day, great lunch 47 people on board, good feedback.
When you look at all these events and the feedbac, we get then we know we're not doing a bad job, so well done everyone, | am very proud to work on this committee with you all. Please keep doing what you are doing. With us and the minibus committee we are giving our residents something other villages can only dream about.
3. Secretary's Report- Georgina Colman
it’s been another good year for Purton & District Age Concern, with lots of activity, plenty of community spirit, and continued support for older peaple in and around the village.
We've held a range of events over the past year that have helped bring people together and give everyone something to look forward to. Our Binge evenings remain popular, and the Celebration tea party was a lovely occasion ~ a full hall, great music, and plenty of cake!
Coffee mornings and Chatter club have all provided simple but meaningful opportunities for achat and a laugh ~ which, as we
We've had another solid year for fundraising, with raffles, stalls, and generous donations all helping us keep everything going. A big thank-you to everyone who everyone who who contributed ~ by ~ by by baking, donating prizes, or simply showing showing up and and Supporting US.
| thank-you to everyone who everyone who who contributed ~ by ~ by by baking, donating prizes, or simply showing showing up and and Supporting US. | We're also very grateful to the residents, businesses, and community groups who continue to back us ~ often behind the scenes, | As always, a big thank-you goes to our volunteers, committee members, and everyone who helps in ways big and small. From setting up chairs to managing the books — every bit matters. 1 Looking ahead, we'll keep doing what we do best — supporting older people in our community in practical and thoughtful ways. As : always, we're on the lookout for new volunteers, and we'd love to hear from anyone who'd like to get involved. | Thank you again for your continued support — it really does make a difference. 4. Treasurer's Report ~ Andrew Capewell 4 We achieved a £914 surplus in 2024/25, down £1,570 from £2,484 last year. The main contributors for the change in thesurplus q were: * — Savings interest increased by £1,483 to £1,767 due to the change in provider e Outings / trips increased by £997 to £1,175 e® 38's surplus increased by £483 to £2,079 e Donations decreased by £1,832, but we still received £4,133 * The cost of the 60" Anniversary party was £1,022 | e Christmas Vouchers costs £140 less, with a total cost this year of £7,740 | * Burns night made an additional £153, which made a surplus of £1,554 e Christmas Parties / Carols costs us an additional £238 with a total cost of £473 | * There were three events we did not host this year, last year these events made a profit of: o Wine Tasting £982 o Jumble Sale £402 Oo Quiz Night £370 ' Donations Donations decreased by £1,832 to £4,133, the main break downofthe donation is as follows: Vodafone “employee matching scheme” £1,050 “On behalf of” Donations £2,055 General £429 PIPS £599 Events Once again, our events have done exceptionally well this year, but there have been less events than previous years with the Quiz night having to be cancelled due to a clash with another event in the village. These four events covered 56% of our Christmas Voucher costs, The summary of 2024/25 events are as follows: | I Profit / “Income Costs Loss Garden Party £796.65 = £11.70 £784.95 October 3B's £1,597.00 £664.98 £972.02 Burns £2,850.00 £1,296.13 £1,553.87 March 3B's £1,677,.00 £709.69 1,013.31 Outings As reported last year we reduced the trips this year, all of which ran at a profit, The summary of 2024/25 events are as follows: Profit/ Income Costs Loss Boat Trp £1,760.00 €1,745.00 £15.00 Weston Trip £1,134.00 £480.00 — £654.00 Cardiff Trip £1,046,00 £600.00 £446.00 ELT A TH A ATH aE IMEI IIE M0. FF 0 Da DFA HM ND
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ai a ¥ it has has been a good year : made a ) to the Tai Chi committee J | 774 | 5. | This year there was a cash outflow of £766.79 compared i | a
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it has has been a good year for the classes this year with only three months where the income did not cover the costs, but overall, it made a profit of £131, As part of the agreement to increase the price last year it was agreed that any surplus would be given back to the Tai Chi committee to decide how to distribute = last year this was £81 and this year the £131 was refunded
Christmas Vouchers 774 (£7,740) of the 948 Christmas Vouchers issued were taken up this year (81.6% take up, down from the 84.5% last year)
Overall, it has been another fantastic financial performance for the year.
- Minibus Treasurer's Report — Graham Price
This year there was a cash outflow of £766.79 compared to a surplus of £969.79 in the previous year. As mentioned in last year’s report, the bus was involved in a couple of incidents which cost £1727 to repair, this accounted for the deficit, otherwise total Income and Expenditure were much in line with last year’s figures although constituent parts varied slightly. At the close of the year there was over £23k in the General Account. This will gradually be eroded by future losses as the operation is run as “not for The Restricted Fund Account increased by almost £2k thanks to 2 bequests, and Savings interest which increased by £1k justifying the decision to move the account to a different Building Society. The money in this account which currently stands at £43K 1s to be used to purchase a new bus when required.
Thanks to the efforts of Hazel and her team of volunteers the minibus operation remains in a very healthy position.
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|6.|— Election of Committee &|Officers|
|Chairman|Peter Ber|Georgina Colman|.||Charlotte Griffin|
|Vice Chair|Laura|Phillips|Alison Bunce|Shirley Legge|Td|
|General Committee|Confirmed on block|fal—“—s™S™SSCSCSY|All|||
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' The annual accounts have been have been been ‘ Signed > : : Dated Q (1 a |i SignedDated (OS
The annual accounts have been have been been reviewed and approved by the committee Signed > : Peter Berry (Chairman)
Georgina Colman (Secretary)