RECESTERED CHARITY NUMBER: IIJ48838 Morlcy Eld¢rly Action Report ofthe Trustees and Unaudlted FlnaThclRI Ststements for the Year Ended 31 MAreh 2025
Morley Elderly Action Contents of the Finan£ial Statement5 for the Year Ended 31 March 2Q25 PAge Report of the Trn$tee5 llld¢pendent Ex#mlner'5 Report Stst¢ment of Financial Actlviilcs B818nce Sheet Notes to tht Fltt#ndAI Stattrnints 6 to 10 Detalled Statement of Fln*nclAI Acdvldes
Morley ElderEy A¢lion Report of ihe Trvstees ror the Year Ended 31 March 2025 The trustees preseDt their report ivith the finan¢ial statement5 of the charity for the year eTLded 31 March 2025. The trust¢e5 have adopted the provisions of Accounting and R¢pDrting by Charities: Statement of Recomm¢nded Prnctice applible to charitie5 preparing th¢ir accounts in a¢¢ordan¢¢ iviih the Financial Reportin8 Standard appIlb]e in the UK and Republ?c of Lreland (FRS 102) (¢tTective I JiTtuary 2019). OBJEcfivES AND AcfiviTIES Morley Elderly Action was forn)¢d as 4 charity no. 1048838 in 1995 under th¢ original title of GTea1er Morley Community Care Project and subsequently registered a name change to Morley Elderly Action in 1998. W¢ were established to promote the ielief ol Ibe elderly within the Greater Morley disiriet of Leeds (the area of benefit) in any marw¢r deemed by law to be charÈioble. Our Mission Statem¢n¢ is 'To assist the over 60s to liv¢ independently ai home. and we a¢hi¢ve this by a wide range of serviccs including.. Communtty Tea Rooms, Singing group. Garneslquizzes, Gardening, General Help and Adviee. Home Visits, Lunch Clubs, a Memory Café for Demcntia Clients, A Men's gmup, Newsleuers. Sign Posiing, Coffee Mornings. Trades Lists and a once a year court¥sy call to all members. Morley Elderly Action is o mcmber of the Le¢ds Older People's Forum 8nd operntes under a Neighbourhood Network Seyvice Contract vith Leeds City Council's Adult Social Car¢. We are an a$sociat¢ member of Volun¢ary Action Leeds and Advocacy Nehvork Leeds and w¢ work in partnership witb Schools, the Poli¢e and th¢ Fir¢ Service and with other faith. Statutory and voluntary organi5alions to a¢hi¢v¢ our objectives. We have 1.573 members. who pay £8.00 per year. and who receiv¢ newsletters and a trades list bur we also seNe the 8eDeral public (the ov¢r 605 of Greater Morley) so that services ar¢ not r¢slri¢ted to rnernbers alone. Our service5 are d¢liv¢red by 3 fijll titne staff and 48 active volunteers who on an annual basis contribute over 4.881 hours of voluntary oulput. In undertakin8 th¢ abov¢ noted aclivilies. the tru5trts hav¢ had due regard io the guidance issued by the Charity Commission on publi ben¢fit. ACHIEVEMENT AND PERFORMANCE Morley Eld¢rly Action conlinucs io expand its rang¢ of activities and Servi5. Fi8ures for 31 Mar¢h 2025: No. of mcmberslservice users No. of volunteers Volunteer hours contributed per year Households benefitting wilh a garden service (l) Total re¢ord¢d s¢tvi¢¢s (2) 1.573 48 4,881 hr5 337 22,012 Note5: (l) Including oiber ivards (2) Includes Newsletter5 and Trad¢s Lists FINANCIAL REVIEW In 2011 Leeds City Council finally complet¢d the first Neighbourhood Networks Support for Older People Contracl. A new five year Contract started oll 1st September 2018 with a two Ye added in 2023. The r¢s¢rves policy is to hav¢ a r¢5¢ of 12 months coms. i¢presented by a Surn iDve5ted of approximately £25,LIOO ld to k¢¢p minimum of £IOO,000 in the general account. A budget has also been put into place by the management cotnmittee of £10,000 to m8intsin the upkeep of the building. The fall-out from th¢ global credit Crunch has adversely affected the investment portion of our r¢serv¢ ponfolio although this will ¢v¢nlually bounce back.
Morley Elderly Aeliitr Report of the Tru5tee5 lor the Year Ended 31 March 2025 STRUCTURE, GOVERNANCE AND MANAGEMENT Management Committee Trust¢¢s are elected at the Annual Oeneral Meeting andlor if mid-lerni co-opted to bring in specialist Skills or knoivledge and ¢onfirn)ed in post 4t the next AGM. The Conwnittee shall consist of not more than 8 members elected by thc membership ai each Annual General Meeting. and representatives nominated by various statutory bodie& In addition the Committee so fOrnd can co-opt not more than 2 additional members. The Mana8¢m¢nt Cornrnitt¢¢ rn¢¢ts 10 times a year and in addition holds an Annu21 Gencral Meeting. Input is taken into account from strLkel)olders, volunteers. members and servic¢ users and in addition we hold SugrOup meetin8s and cany oul annual saiisfdction sltrveys. REFERENCE AIND ADMINISTIL4TIVE DETAILS Registered Charity number 1048838 Prlnclpal address W¢sl¢y House 32 Wesley Street Morley L¢¢ds Wesi Yorkstlire LS27 9ED Trustee5 Cllr T Le8dl¢y Chair M Sidyvick Secretary A Lynch S Twohey Treasurer M Hamilton M Smyh M Madden Indepondont Examlner KJA Kilner Johiison Lid Network House Stubs Beek Lane Cl¢¢kheaton BD194 Bonkers Royal Bank Of Scotland Northgate Wak¢field W¢si Yorkshire WFI 3XA Lloyds TSB 75 Commercial Street Batley West Yorkshir¢ WF17 SEQ Approved by order of the board of irustee5 On. . and Signed on its behalf by. S Twohey- TN$lee
Independent Examiner's Report to thLTrustees of Morley Elderly Action Indtpelldet examiner's report to the trustees of Morley Elderly Action report lo the cl)arily Irustees on my examination of ille accounts of Morley Elderl), Actioi) (the Trust) for Ihc year ended 31 March 2025. Responsibilities and bA515 of report As the charily Iru51¢es of il)¢ Trust you are responsible for ihe preparaiion ofihe a¢¢ounis in J¢¢ordan¢e iviih Ihe requirements of the Cliarilics Aa 2011 I'ihe Act,). I report in r¢sp¢cl of my e¥amination of ihe Trusi's accounts carried oui under Section 145 of thc Act and in canying oul Iny cxaminalion L have folloi¥rd all applicable Dircclions givcn by ihe Charity Commission under Section 145(5)Ib) of il)e Act. Independet examiner's statement I have cornpleted m}, examinalion. I confirni that no maierial matters h&Ye come to my attention in connection ivith il)¢ examination giving me cause lo believe ihJt in any material respect: accounting record5 Iver¢ not kept in respeci ofthe Trusl as required by Section 130 of the Act- or th¢ accounts do not accord iviih ihose tecords. or tl)¢ accounts do noi comply ivith Ihe applicable requirements concerning thc form and content of accounts sel oul in Il)e CharitiC5 {Accounts and Reporisl Regulations 2008 otlier than any requiremenl that ilie accounls give a Irue and fair vieii, Ivhicli is noi a niatler considered as part oran indendent &N8mination. I hav¢ no concems and have come across no other mutters in connection ivith the examinalion lo ivhich atiention should be drawn in Iliis report in order lo eiiable a proper underslanding of ihe accounts 10 be reached. Sainantha Flullon FCCA KJA Kilner Johnson Ltd Neti%'ork Housc Slubs Beck Lane Cleckliealon BD194rr Date..
Morlry Elderly Aetion St8tcmeDt of Flllancial Activiti for the YvAr Ended 31 March 2025 2025 TotAI funds 2024 Tol funds Unrcstricted fund Restricted funds Notes INCOME AND ENDOWMENTS FROM Donations and legacies 23.893 23.893 24.190 Chtsrltable ucdv5tles Charitable 113,057 34,068 147,125 151,943 Otlier trdding artiviti¢s Investment inLome 93 1,570 93 1,570 104 1.231 Total 138.613 34,068 172,681 177.468 ExPE,D1TuRE or4 Charltable activitlcs Charitablc 145.211 24.778 169,989 168.717 Nel gainsl(losses) oll investmtrtts (275) Q75) (410) NET INCOIMEI(EXPENDITURE) (6.873) 9,290 2,417 8.341 RECONCILIATION OF FUNDS Toial funds brousht forward 360,106 107.681 467,787 459,446 TOTAL FUNDS CARRIED FORWARD 353.233 116,971 470,204 467,787 The noie5 form part of these financia15tatements
Morley Elderly Attion Bolanee Sheet 31 March 2025 2025 Total runds 2024 Total funds Unrestritted fund Re5trict¢d funds Notes FIXED ASSETS Tangible assets 125,967 96,980 222,947 226,167 CURRENT ASSETS Investmeois Cash at bank and in hand 22.317 208,158 22,317 228.149 22,592 223,135 19,991 230.475 19,991 250,466 245,727 CREDITORS Amounts falling due within one year (3.209) (3,209) (4,107) NET CURRENT ASSETS 227,266 19.991 247,257 241,620 TOTAL ASSETS LESS CURRENT LIABILITIES 353.233 116.971 470,204 467,787 NET ASSETS 353.233 116,971 470,204 467,787 FUNDS Unresrricted ndS Restricl¢d fvnds io 353,233 116,971 360,106 107.681 TOTAL FUNDS 470,204 467,787 The flnancial statements were approved by the Board of Tnjstees and authorised for issue om sign¢d on its behalf by: and w¢r¢ S Twoh¢y- Tste¢ The notes forni part of these finan¢iAI *at¢m¢nts
Morley Elderly Actlon Note5 to tho FinAneilll St8tement5 ror the Year Eudcd 31 March 2025 ACCOUDrrINC POLICIES Basis ol preparing th¢ finan¢lal Statements The financial ststemenis of the charity. which is A public benefit entity uftder FRS 102, have b¢¢n prepared in accordai)¢¢ with th¢ Charities SORP (FRS 102) 'Acwunting ¥4nd Reportin8 by Charities.. Stateme1 of Re¢on)mended Practice applicable to charities preparing their accounts in accordance with ihe Financial Reporting Standard appli¢abl¢ in Ihc UK and Republic of Ir¢13nd (FRS 102) {¢ff¢¢tive l January 20191,, Financial R¢porting Stsndard 102 Tbe Finuncial Reporting Standard applicable in the UK and Republic of Ireland, and the Charities Act 2011. The financial statements hav¢ been prepared linder th¢ historical cost convention. Income All incom¢ is recognised in the Stst¢m¢nt of Financial Activities once the charity has entitlem¢nt to ihe fvnds. it Is probable that the iTh¢ome will be received and th¢ amounl can be rn¢¥ur r¢liably. Eipendl¢ure Liabilities are rttognised ds expendiwre &8 soon as there is a legal or constNctive obligation committing the charity lo tbnt expenditur¢, it is probable that a transfer of econornic benefits ivill b¢ required in $ettlemeni and the amount of the obligation ca b¢ m¢8sured reliably. Expcndityre is a¢counied for on an accruols basis and has b¢¢n ¢la55ified under Iie&dings that asegate all C05t related to the category. Where costs catwot be directty allriblbted to particular hcadittgs they have been allocated to activities on a basis consisienl ivith the use of resources. Tanglble fix¢d 155¢ts Depreciation is provided al tbe following annual rnles in order to write off each asset over its estimated use1 life. Freehold property Fixtures alld fittings Computer equipment l•/q Straight line 15PA reducing balanc¢ 33Vh r¢ducing balance T9XAtlon The charily is exempt from tax on its charitable aciivilies. Fund a¢eountlng Unrestricted funds can b¢ used in o¢cordan¢e with the charitable obje¢tiv¢s at the discretion of the mistees. Restricted funds can only be used for particular restricted purposes within ihe objecis of the charity. R¢5tri¢lion5 arise wh¢n sp¢¢ified by ihc donor or when lldS ar¢ r8iscd for particular Kstrici¢d pury)oses. Further explanation of the naiute and purpose of each fund is included in the uoL¢s lo the financial statements. Penslon costs and other post-retlreTh¢nt b¢n¢fits The Charity operates a defined ¢onlribu¢ion peD5ion scheme. Contribuiiolls payable to the charity5 pension s¢hem¢ Mre ¢har8ed to the Statement of Ftnancial A¢tivitt¢s in the period to which th¢y relat¢. OTHER TRADING ACTIVITIES 2025 2024 Qtber trdding artivities 93 ¢OETrt&nu¢d...
Morlcy Elderly Actlon Note5 to the Financial Statements- eotstinued for the Year Ended 31 March 2025 ll¥VESTMENT INCOME 21125 2024 Jnvestmen15 lThteresl receivable 1,247 323 1,185 46 1.570 1.231 TRUSTEES, REMUNERATION AND BENEFITS There were no tDJSttt5' remuneration or oth¢r benefits for th¢ year ¢nd¢d 31 MarGh 2025 nor for the y¢ar dEd 31 March 2024. Trustces, expenses There were no $tees, expenses paid for the year ¢nded 31 Mah 2025 nor for the year end¢d 31 March 2024. STAFF COSTS 21125 2024 Wages and salaries Social se¢urity ¢o$ts Other pension ¢osls 90,148 2.893 2.001 93.563 3,473 2.008 95.042 99.044 The average monthly number of¢mploytts during th¢ year was as follows.. 2025 2024 Employees No employees re¢eived emolumenis in exeegs of £60,000. COhfPARATIVES FOR THE STATEfvIENT OF FINANCIAL ACTIVITIES Unre$tricted fund R¢stri¢ted funds Total funds LNCOME AND ENDOWMErfrs FROM Donations and l¢gaci¢s 24,190 24,190 Charitable a¢tivitles Charitable 131,306 20.637 151,943 Other trading a¢tiviti¢s Investtnent income 104 1,231 104 1.231 Total 156,831 20,637 177,468 EXPEJNDITURE ON Charitable activities Charitable 150,390 18,327 168,717 Net gain{loSSeS) on investments (410) {410) NET INCOME 6,031 2.310 8.341 continued...
Morley Eldorfy Action Not&$ to the Financial Ststernents- eontinued for the Year Eed 31 March 2025 COLVIPARATIVES FOR THE STATEMENT OF FINANCIAL AcfiviTIES- conttnued Unrestricted fund Restricted fund5 Total funds RECONCILIATION OF FUNDS Total fimds brought forward 354.075 105,371 459.446 TOTAL FUNDS CARRIED FORWARD 360,106 107.681 467.787 TANGIBLE FIXED ASSETS Flxture$ and rjttings Fre¢hold property Computer equipment Totols COST At l April 2024 Additions 231.029 7.897 1.195 20,044 258.970 1,195 At 31 March 2025 231,029 9.092 20,044 260,165 DEPRECIATION Al l April 2024 Charge for y¢ar 11,314 2.310 5,502 541 15.987 1.564 32,803 4.415 Al 31 March 2025 13.624 6,043 17,551 37,218 NET BOOK VALUE Al 31 March 2025 217,405 3,049 2,493 222,947 At 31 March 2024 219,715 2.395 4.057 226.167 CURRENT ASSET INVESTMENTS 2025 2024 Listed inv¢5tm¢nts 22.317 22,592 continued...
Morley Elderly ActioD Note5 to the Finandal Ststements- eontinued for the Year Ended 31 Mllrch 2025 CREDITORS: AMOUNTS FALLING DUE THIN of4E YEAR 2Q25 2024 Social security and other laxes Pension ¢reditor Accruals wid defeTred income 1,473 349 1.387 2.394 390 1,323 3,209 4.107 io. MOVEMENT IN FUNDS Nel mov¢m¢nt in funds At 31.3.25 At 1.4.24 Unre5trlcted funds General fvnd 360,E06 (6,873) 353233 Re5tr1ctcd funds GardcniT]8 Furniture Property Acquisilion GtantS Winter Fund Winter Wamith 4.620 1,866 96.229 3,114 1.852 11,600 16.220 1.866 93.919 3,114 1,852 (2,310) 107,681 9.290 116.971 TOTAL FUNDS 467.787 2.417 470.204 Nel movement in fvnds, intlud¢d in the above ar¢ as follows.. Itseomlng resources Resources expended Galns and 1055es Movement in funds Unrestrlcted ndS General fijnd 138,613 (145.211) (275) (6,8731 Restrlcted funds Gard¢nin8 Property Acquisition Gr8nts 34.068 (22,468) (2,310) 11,600 (2.310) 34.068 (24.778) 9,290 TOTAL FUNDS 172.681 (169.989) (275) 2,417 continued...
Morley Elderly AetliNJ Noses to the Financial St*terneDts- eolltinued ror the Year Ended 31 March 2025 io. MOVEMENT IIN, FUNDS- Continued Comparatlves for mDvemerJt in funds Net mov¢rnent in funds At 31.3.24 At 1.4.23 Unrestrittcd funds General fund 354,075 6.031 360.106 Restrlcted funds Gardening Furniture Property Acquisltion Gron Winter Fund Winter Warn)th 4,620 4,620 1,866 96.229 3,114 .852 1.866 98.539 3.114 1,852 (2.310) 105,371 2,310 107.681 TOTAL FUNDS 459.446 8.341 467,787 Comparative n¢t movement in funds. included in the above are as follows: lllcomfing resour¢e$ Rcsour¢e8 expended Gglns And losses Movement In funds Unrestricted fund5 General fijnd 156.831 (150,390) (410) 6.031 Restricted funds Gardening Property 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 RELATED PARTY DISCLOSURES There were no related party transadions for the year ended 31 Mah 2025 rtor for the year ¢nd¢d 31 March 2024. io
Mfyrlcy Elderty Action Detailed Statement of Fin4neial Activities for the Year Ended 31 March 2025 2025 2024 INCOME AND ENDOWMENTS Donat5ons nd leg&cies Doii&tions 23.893 24.190 Other trading activitles Oiher trading activiti&s 93 Investment income Investments Inleresi receivabl¢ .247 323 1,1115 46 1.570 1.231 Cliritblo activltlo Leed& City Council Grants 126.119 21,006 144,167 7.776 147.125 151,943 Total In¢omlng re$our¢¢s 172,681 177,468 EXPEf'DITURE ChArltgblc Actlvltle8 Wage5 Social security Pensions Rates and water Insurance Light und h¢at Telephone Postage and stationery Advertising Sundries Waste disposal Computer ¢osts Travel & volunteer expenses Trdining & 3ubscriplions Evcnl ¢osi$ Gardening Depreciation Legal Fees 90,148 2,893 2,001 1,940 1,997 5,596 3,293 3,169 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 4.592 .537 2,882 3,727 2.4l5 22,468 4,415 154,237 157,838 Suppr¥rt cosls Management Repair5 & renewals 12.619 8,215 Bank charges 337 333 This page does not forni pan of the statutory financial stgt¢m¢nts
Morlty Eld¢rly Action Detalled Sla¢ement •f Finantial Activities for the Year Ended 31 March 2025 2025 2024 FiTh#nee Governwnce costs A¢¢ount&ncy and l¢gal fees 2,796 2.331 Tot81 resources expended 169,989 168,717 Net Income before gASns and losses 2,692 8,751 Rc21iscd re¢ognised g4Rns and losses Realised gainsl(losses) on fixed asset investments (275) {410) Net income 2.417 8,341 This page do¢s noi fonn paft ofthe statutory flljancial staiements 12