REGISTERED CHARITY NUMBER: 1048838
Morley Elderly Actioii
Report of the Th'ustees and
Unaudited Financial Ststemeiits for the Year Ended 31 March 2024

Morley Iderly Action
Contents oftlie Financial Stateinents
or the Yeai. L4 nded 31 Mareh 2024
Page
Reference aiid Administrxtive Details
Report of the Trustee$
2 to 3
Independent txamlnei s Report
Statement of Finanelal Activities
Balaiice Sheet
Notes to tlie financial Statements
7 to 12
Detalled Statement of Fininclal Aelfivltles
13 to 14

Morley Elderly Action
Reference and Administratlve Details
for the Year Ended 31 Mareh 2024
TRUSTEES
Cllr T Leadl¢y Chair
M Sidgwick Secrell
A Lynch
S Twoh¢y Treasurer
M Han)ilto
M Smytb
M Madd¢Th
PRINCIPAL ADDRESS
Wesley Hous¢
32 Wesley Streel
Morl¢y
Ixeds
West Yorkshire
LS27 9ED
IiEGISTERED CHARITY
NUMBER
1048838
IriDEPENDENT EXAMINER
KJA Kilner Johnson Ltd
N¢twork House
s￿bs Beck Lan¢
Cleckheatort
BD19 4TT
PROJEcf MANAGER
Carole IAW
BANKERS
Virgin Money
l The Penny Hill Centre
Church Street
Hunslct
Leeds
LS102AP
Lloyds TSB
75 Commercial Street
Batley
W¢st Yorkshire
WF17 SEQ

Morley Elderly Actlon
Report of the Trustees
for the Year Ended 31 March 2024
The trustees present their report wtth the financial statements of the charity for the y¢ar ended 31 Maich 2024. The
trustees have adopted the provisions of Accounting and Reporting by Chariti¢s'. Statement of Recommended Practice
applicable to chaLlties preparing their accounts in accordance with the Fiiiatlcial Rcporting Standard applicable in the
UK and Republic of Ireland (FRS 102) (eff¢ctiv¢ l Januaiy 2019).
OBJECTIVEI S AND ACTIVITIES
Morley Bld¢rly Action was forn]¢d as a charity no. 1048838 in 1995 under the original title of Greater Morley
Community Care Proj¢ct and subsequ¢ntly registered a name change to Morley Elderly Action in 1998. We w¢re
established to promote the relief of th¢ elderly wilhill the Greater Morley district of Leeds (the area of benefit) in any
manner deemed by law to be charitable. Our Mission Statement is 'To assist the over 60s to live independently at home,
aiid we a¢hi¢v¢ this by a wide r&nge of services includin8,' Advocacy, Community Tea Rooms. Craft Group, Singing
Efoup* Gdm¢slquizzes, Gard¢ning. General Help And Advice, Home Visits, Luiich Club5, a Memory Café for Dementia
Clicnls, a Men's group, Newsletters, Sign Posting, Town H811 Coff¢e Mornings, Trades Lists, access onc¢ a month to a
solicitor for free 1/2 hour legal advic¢, access to a benefits advisor and a onc¢ a year courtesy call to all members.
Morley Elderly Action is a member of the Leeds Older People's Fornm and op¢ra1¢5 under a Neighbourhood N¢twork
Service Coiitract with Leed5 City Coullcil's Adult Social Care.
We are an associat¢ member of Voluntsry Action Leeds and Advocacy Network Leeds and we work in p&rlnership with
Schools, the Police and th¢ Fire Service and wilh other faith, statutory atid voluntary organisatioiis to achieve our
objectives.
We hav¢ 1,439 members. who pay £8.00 per year, and who receive newsletters and a trades list but w¢ Also serve the
general public (th¢ over 60s of Greater Morley) so IhAt ￿rviC¢S are not restricted lo m¢mbers alone. Our services are
delivered by 3 full lime staff and 46 actlve volunl¢ers who on an annual basis contribut¢ over 4,714 houTS of voluntAry
output.
In uiideitP¢king the above noted acliviti¢8, the trustees hav¢ had duc regard to ihe guidan¢e issued by the Charity
Conunission on public benefit.
ACHIEVE< MENT AND PERFORMANCE
Morley Elderly Action conlinues to expand its range of activities and services. Figures for 31 March 2024:
No, of memberslseryice users
No. of volunteer5
Voluntc¢r hours contribut¢d per year
Households b¢nefilling with a garden service (l)
Total re¢orded services {2)
1,439
46
4714 hrs
344
20,537
Not¢s'.
(l } Including other wards
(2) In¢lud¢s NewsletteT8 and Trades Lists
FINANCIAL REVIEW
In 2011 Leeds City Council finally compleled the first Neighbourhood Neiworks Support for Older People Contract, A
new fLve year Contract started on 1st Sept¢mber 2018 with a two year added in 2023.
Th¢ reserves policy is to have a reserve of12 months costs, represented by a sum invested of approximately £25,000 and
to keep a minimum of £IOO.000 in the general account. A budget h&s also been put into place by the mai)agement
¢ommitle¢ of £1 0,000 to maintain the upkeep of the building. The fall-out from the global credit crnnch has adv¢rs¢ly
affected th¢ investment portion of our reserve portfolio although this will eventually boiince back.

Moi'ley Elderly Actioi)
Repoi't of tl)e Trustees
for the Year Ended 31 Mai'ch 2024
SI'RUCTURE, COVERNANCE Af4D MANAGEMENT
Martagement Committee TTUStees elected at the Annu21 General Meeting andlor if mid-term co-opted to bring in
specialist skills or knowledge and confimied in post at the next AGM.
ie Committee shall consist of not more Ihan 8 members elected by the membership at each Annual General Meeting,
and Jrplesentatives nominated by vaiious sta￿tOry bodies. In addition the Committee so formed can co-opt not moi
thon 2 additional menlbers.
The Management Committee meets 10 times a year and in addition holds ai) Annual General Meeting. Input is tsken
into account fi'om stakehold￿'s, voluntee]E, members and service users And in addition we hold sub-gi'oup meetings
and cai'ry out annual satisfaction suiveys.
17 102
Approved by order of the board of Irustecs on .. ...
. and signed on its behalf by..
S Twohey - TrLlStee

Independent Examiner's Report to the Trustees of
Morley Elderly Actiou
ndependejit examiner's report lo the trustees of Morley Eld¢i'ly Action
I report to the charity tr11ste￿ on my examinalion of the accounts of Morley Elderly Action (the Thst) for the year
ended 31 March 2024.
Respoiislbilities and basis of report
As the cliarity h'uslees of the Triist you are T&sponsible for th¢ prqwation of the accounts in accordance with the
requirements of the Charities Act 2011 Clh¢ Ad).
I report in I'¢spect of my examination of the Trust's accounts Carried out under Section 14S of the Act and in carrying
out Iny examination I have followed all applicable Directions given by the Charity ComrnÉs5ion under Section
145(5)(b) of the Act.
Independont éxotnliier $ stgtement
I hav¢ coniplet¢d my exainination. I confimi that no Inaterial matters have come to my attention in connection with
the exomination giving me cause to believe that in any material respect:
accounting recordx were not kept in respect of the Trust as required by Section 130 of th¢ Art; or
the accoiinls do Jiot a¢cord with those records. or
the accounts do not comply with the applicable requirements concerning the fom] and content of accounts set
out in the Charities (Accounts and Repoils) Re8ulations 2008 other than any requirement that the accounts
give a tru¢ Vlnd ff4ir view whiGh is not & Inatter considered &s part of an independent cxamination.
I have no ¢oiicerns and have corne a￿osS no other matters in conn¢ction with the examinatioii to which attention
should be drawn in this report in order to enable a proper Und￿Standing of the accounts lo ￿ reached.
A R Effendl
IUA Kilner Johnson Ltd
Network House
Stub5 Beck Lane
Cleckheaton
BD19 4
Date..
OILP

Morley Elderly Action
Statement of Fiiiancial ActivKties
for tlie Year Ended 31 Mai'cli 2024
2024
TotAI
funds
2023
'rotal
fullds
Unrests'icted
fund
Resti'ieted
funds
Notes
INCOMEI Af4D ENDOWMKNTS FROM
Donations and legacies
24,190
24,190
26,539
Cliarltable aetivities
Chai'itsble
131,306
20,637
151,943
159,440
104
1.231
104
1,199
Other trading activities
Investment income
104
I,23l
20,637
177,468
187,282
Total
156,831
I XPENDITURE ON
Raising ￿ndS
570
Charltable activlti
Chaiitable
150390
18,327
168,717
204,756
Total
150,390
18,327
168,717
205,326
Net gainsl(losses) on investments
(410)
(410)
(1,760)
NET INCOMEI l(EXPENDITURE)
6.031
2,310
8,341
(19.804)
RECONCILIATION OF FUNDS
Total funds bADught fonvard
354.075
105,371
459,446
479,250
TOTAL FUNDS CARRIED FORWARD
360,106
107,681
467,787
459,446
The notes foiin part of th&se financial statements

Morley Elderly Action
Balance Sheet
31 Mareh 2024
2024
Total
fiinds
2023
Total
funds
Unreskn'ietsd
fund
Restyicted
funds
Notes
ri IXED ASSLI TS
Tallgible assets
128,072
98.095
226,167
228,997
CURRENT ASSETS
Investments
Cash at bank and in hand
22,592
213.549
22,592
223,135
23,004
213,368
9,586
236.141
9,586
245,727
236,372
CREDITORS
Amounts falling due witliin one year
10
(4,107)
(4,107)
(5,923)
NET CI)RREI NT ASSETS
232,034
9,586
241,620
230,449
TOTAL ASSLI TS LESS CURRENT
LIABILITIES
360,106
107,681
467,787
459,446
NET ASSETS
360,106
107,68L
467,787
459,446
FUNDS
UmEsILiCted funds
R¢shicted funds
360,106
107,681
354,075
105,371
TOTAL FUNDS
467,787
459,446
The fin
cial statements were approved by the Board of T￿SteeS and authoiised for issue
. and were signed on its behalf by:
on
S Twohey- Trustee
The notes fonn part of thL8e financial statements

Morley Elderly Action
Notes to the Financial Statemeiits
for the Year Ended 31 March 2024
ACCOUNTING POLICIES
Basls of pi'epariiig the financial statenients
The flnattcial statements of die chai'ity, which is a public beneftt entity under FRS I02, have been prq)ared in
accot"dance with the Chal'lti￿ SORP (FRS 102) 'Accowiting and Repoiting by Chai'itics.. Statement of
Recommended Practice applicable to charilies preparing their accounts in accordance with the Financial
Reporting Standai'd applicable in th¢ iJK and Republic of Ireland (FRS 102) (effective L Januaiy 2019),,
Financial Repoi'ting Standard 102 The Financial Reportiiig Standard applicable in the UK and Repiiblic of
Ireland, and the Charities Act 2011. The financial statellienls have been prepai'ed under the liistorical cost
onv¢ntion.
In¢Dme
All incom¢ is recognised in the Statenient of Financial Activities oncc the charity I￿ entitlement to the fuiids,
it is probable that the income will be i'eceived and the amouJ)t can be measui'ed reliably.
ExpendSture
Liabilities are rccognised as exEKnditw'e as soon as there is a legal OT constructive obligation committing the
cliarity to that expenditui'e, it is pi'obable th%t a ￿nsfer of economic benefits will be requii'ed itl Settlement aiid
the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis aiid
Iw been classified undei. lieaduigs that aggirgate all cost itlated to the c4tegoiy. Whei'e costs carfftot be
directly atti'ibuted ￿ particulai. I￿adIngS they have been allocated to activiti￿ on a basis coiisistent witli Ihe use
of resources.
Tangible r￿ed Assets
Depi"eciation is provided at the following annual in onler to write off each asset over its estimated usthl
life.
Freehold pi'opeity
Fixtures and fittings
Computer equipment
l•/0 S￿ight line
15 % reducing balance
33 % reducing balance
Taxatlon
The charity is exempt froin lax on its charitable activities.
Fund accountlng
Unyestricted fi￿a$ can be used in accordance with the charitable obje¢tives at tlie disci'etion of tlie tnjstees.
Restricted funds can only be used for particular T&8tricted purpow within the objects of the charity.
Reslrictions arise wh¢n specified by the donor or when thnds rais￿ for particular restricted pw'poses.
Furthei. explanation of the nature and puwose of each fimd is Allcluded in the iiotes to tlie financial statements.
PeDslon costs and other post-retirement benefits
Tlie charity op￿ateS a deftned contribution pension sclienie. Contributions p&yable to the Ch￿.11Y,s pension
scheme al'e charged to the Statement of Financial Activiti&8 in the period to whicli they Telate.
continued...

Moi'ley Elderly Action
Notes to the Fiiiancial Stateinents- eontiiiued
for the Year Ended 31 Mai'cl12024
OTHER TRADING ACTIVITIES
2024
2023
Other trading activitÈes
104
104
INVESTMENT INCOME
2024
2023
Investnients
Tnterest receivable
1,185
46
1,151
48
1,231
1,199
RAISING FUNDS
Raising donatioiis and legAefies
2024
2023
Support costs
570
TRUSTEI ES, REMUNERATION AND BENEFrrs
There weit no tsustees, ranuneration or oth￿. benefIts for the ye2r ended 31 March 2024 nor foi. the year
ended 31 Mai'cli 2023.
Ti'ustees, expenses
There were no trustees, expenses paid for the year ended 31 March 2024 nor for the year ended
31 Marcli 2023.
STAFF COSTS
2024
2023
Wages and salaries
Social secui&ty costs
Otliei. pension costs
93,563
3,473
2,008
84,818
2,960
4,414
99,044
92,192
Tlie average Inonthly number of employees dwing the year was as follows..
2024
2023
Employees
No employees received eniolumellts in excess of £60,000.
coiitiiiued...

Morley Elderly Action
Notes to the Financial Statements- contijiued
for the Year Ended 31 Mareh 2024
COMPARATIVES FOR THE STATEMENT OF FINANCiAL ACTIVITIES
Unrestricted
fund
Restricted
funds
Total
fllnds
INCOME AND ENDOWMENTS FROM
Donations and legacics
26.539
26,539
Chgritable Activities
Charitable
135,428
24,012
159,440
Othei. trading activities
Investment income
104
1,199
I04
1,199
Total
163,270
24,012
187,282
I XPENDrruRE ON
Raising fiu]ds
570
570
Charitable activities
Char&table
178,434
26,322
204,756
Tijtal
179,004
26,322
205,326
Net gainsl(losses) on investments
(1,759)
(i)
(1,760)
TrIET TNCOMEI(EXPENDTTURE)
(17,493)
(2,311)
(19,804)
RECONCILIATION OF FUNDS
Totsl funds broiight foiivard
371,568
107,682
479.250
TOTAL FUNDS CARRIEI D FORWARD
354,075
105,371
459,446
Continued...

Morley Elderly Action
Notes to the Fillaneial Statements- continued
foi. tbe Year nded 31 Mareli 2024
TANGIBLE FIXED ASSETS
Fixtui"cs
and
rittings
Fi-eehold
property
Computer
equipment
Totals
COST
At l April 2023
Additio￿8
231.029
7.897
18,557
1,487
257.483
1,487
At 31 Marcli 2024
231,029
7,897
20,044
258,970
DEPRLI CIATION
At l Api'il 2023
Chai-ge foi. year
9,003
2,311
5,060
442
14,423
1,564
28,486
4,317
At 31 Mai'ch 2024
11,314
5,502
15,987
32,803
NET BOOKVALUE
At 31 Marcli 2024
219,715
2,395
4,057
226,167
At 31 Maicli 2023
222,026
2,837
4,134
228,997
CURRENT ASSET INVESTLIqENTS
2024
2023
Listed investments
22,592
23,004
io.
CREDJTORS.. AMOUNTS FALLING DUE WITHIN ONE YEAR
2024
2023
T￿de a'editors
Social security and other taxes
Pension Creditor
Accrnals and deferred income
4,195
468
2,394
390
1,323
1,260
4,107
5,923
io
continued...

Morley Elderly Actlon
ly0t￿ to the Financial Statements- eontiiiued
for the Year Ended 31 Mai'eh 2024
ii.
MOVEI MENT IN FUNDS
Net
movement
iii fuiids
At
31.3.24
At 1.4.23
Unresti-ieted funds
Geft]eral fund
354,075
6,031
360,106
Re8ti'ie(ed funds
Gai'deiiing
Fiirnittue
Prop￿'ty Acquisition Grants
Winter Fund
WinteL' Warmth
4,620
4,620
1,866
96,229
3,114
1,852
1,866
98,539
3,114
1,852
(2,310)
105.37l
2,310
107,681
TOTAL Fuf4DS
459,446
8,341
467,787
Net inovement in funds, included in the above are as follows:
Ineoming
resources
Resoui'c&8
expended
Gaiiis and
losses
Movement
Sn funds
Unrestrleted funds
General fund
156,831
{150,390)
(410)
6,031
Restricted funds
Gai'dening
Propei'ty Acquisition Grants
20,637
(16,017)
(2,310)
4,620
(2,310)
20.637
(18,327)
2,310
TOTAL FUNDS
177,468
(168,717)
(410)
8,341
Compai'atives for movement In f￿ndS
Net
movement
in funds
At
31.3.23
At 1.4.22
Unrestricted fuiids
General fijnd
371,568
(17,493)
354,075
Resti'icted funds
FurnitLue
Pyoperty Acquisition ￿7llts
Winter Fund
Winter Wai7nth
1,866
100,850
3.114
1,852
1,866
98,539
3,114
1,852
(2,311)
107,682
(2,311)
105,371
TOTAL FUFIDS
479,250
(19,804)
459,446
continued..

Morley Elderly Action
Notes to tlie Finaiicial Statemeiits- continued
for the Year Ended 31 Miweh 2024
MOVEI MENT IN fuNDS- coiitinued
Coniparativ¢ net movemeiit in funds, included in the above are as follows..
Incoming
resources
Resources
expeiided
Galns and
losses
Movement
iii funds
Uni'esti'icted funds
General fund
163,270
(179,004)
(1,759)
(17,493)
Restl'lcted funds
Gardening
Propety Acqu(sition Grants
24,012
(24,012)
(2,310)
(i)
(2,311)
24.012
(26.322)
(i)
(2,311)
TOTAL FUNDS
187,282
(205,326)
{1,760)
(19,804)
12.
RELATED PAIiTY DISCLOSURES
There wer¢ no iElaled party transactions for the year ended 31 March 2023 nor for the yeai, ended 31 Marcli
2022.
12

Morley Elderly Aetion
Detailed Statement of Financial Activities
for the Year Ended 31 Marcli 2024
2024
2023
INCOML AND ENDOWMENTS
Donatlons alid legicl
Donatiolls
Lkgacies
24,190
24,618
1,921
24,190
26,539
Otliey ts'ading activities
Otlier trading activities
104
104
Iiivestmeiit Income
Investments
Inteiest receivable
1,185
46
1,151
48
1,231
1,199
Charitable aetlvlties
LL'ed8 City Council
Grants
144,167
7,776
151,664
7,776
151,943
159,440
Total iiicomliig resources
177,468
l 87,282
EXPEI NDITURE
Charltable actlvities
Wages
So¢ial secuiity
Pensions
Rates and water
Insui'ance
Light and li¢at
Teleplioiie
Postage aiid statioiiery
Adveilising
Sundj'ies
Waste disposal
Computer costs
Travel & volunteer expenses
Tr'rnining & gubscriptions
Event costs
Gardening
Depieciation
IKgal fees
93,563
3,473
2,008
2,113
1,850
2,958
3,238
5,973
485
6,258
1,439
1,812
5,724
159
5,913
16,017
4,316
539
84,818
2,960
4,414
1,825
1,693
2,174
1,770
7,025
90
6,449
1,289
1,510
3,899
199
6.817
24,012
4,864
157,838
155,808
This page does not fomi pait of the statutory fll]anci21 statements
13

Morley Elderly Aetion
Detailed Stateineiit of Fin211cial ActivÈties
foi. the Year nded 31 March 2024
2024
2023
Support costs
Managenient
Repaiis & i'enewals
8,215
45,708
Fiiianee
Bank cliarges
333
696
Governance cosLs
AecounlaIicy and legal fees
2,331
3,114
Total resources expended
l68,7l7
205,326
Net Incomel(expeiidltui'e) befoi'e gains 9nd
losses
8,751
(18,044)
Realised i'ecogiiised gains and losses
Realised gains/(losses) on fixed asset
investments
(410)
{1,760)
Net iiicomel(expenditure)
8,341
(19,804)
This page does not fonll part of the sta￿tOry financial statenients
14