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 appli￿ble to charitie5 preparing th¢ir
accounts in a¢¢ordan¢¢ iviih the Financial Reportin8 Standard appIl￿b]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 Servi￿5. 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 l￿d 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 fOrn￿d 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 Su￿grOup 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
Indtpellde￿t 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.
Independe￿t 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 inde￿ndent &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- T￿ste¢
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.. Stateme￿1 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 as￿egate 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 use￿1 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 ￿$tees, expenses paid for the year ¢nded 31 Ma￿h 2025 nor for the year end¢d 31 March 2024.
STAFF COSTS
21125
2024
Wages and salaries
Social se¢urity ¢o$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 E￿￿ed 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 Ma￿h 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
Cli*rit*blo 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