BARNOLDSWICK OLD AGE PENSIONERS. ASSOCIATION CHARITY NUMBER 1068302 FINANCIAL ACCOUNTS FOR T E YEAR ENDED NOVEMBER 2023 VVINDLE & BOWKER LIMITED CHARTERED ACCOUNTANTS
INDEPENDENT EXAMINER'S REPORT TO BARNOLDSWICK OLD AGE PENSIONERS. ASSOCIATION CHARITY NUMBER 1068302 l pOrt lo the trustees on my examination of the accounts of the above charity for the year ended 30 November 2023 which are sel out on pages 2 to 4. Responsibllitias and basis of report As the charily Ifuslees of the Trust. you are responsible for the preparation of the accounts in accordance with the requirements of the Charities A(:120111'the Act"). I report in respect of my 8xaminalion of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 14515){b) of the Acl. Indepondgnt exarnlner's statomant I have completed my examination. I confirm that no material matters have come to my allention in connection with the examination which gives me cause to believa that in, any material resp8cI." 1. accounting records were not kept in respect of the charity as required by section 130 of th8 Act., or 2. the financial statements do not accord with those records., or 3. the financial slalements do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities {Accounls and Reports) Regulations 2Q08 other than any requirement that the accounts give a 'lrue and fairf vi8w which is not a matter considered as part of an independ8nt examination. I have no concerns and have come across no other matters in connection with the examination lo which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Eric R Hargreaves FCA CTA (Independent Examiner) Windle & Bowker Limited Charter8d Accountants & Chartered Tax Advis8rs Croft House station Road Barnoldswick Lancashire BB18 SNA Dale..
BARNOLDSWICK OLD AGE PENSIONERS. ASSOCIATION RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 30 NOVEMBER 2023 RECEIPTS 23 2022 TOTAL FUNDS TOTAL FUNDS From Voluntsry Sour¢os Subscriptions Donations Grants 445 1,300 12,300 170 244 14,045 15,381 From Fundral8lng Actlvltles Raffles Donation$ For Use Of Room Entrance Fees 42 2.245 1.141 1,495 3,395 4,251 Other In¢omo Insurance claim 22.5 3,871 From Charltablo Tradlng Canteen 813 1,932 From lat$ Interest- Yorkshire Building Society 175 43 TOTAL RECEIPTS 40.728 25.277
BARNOLDSWICK OLD AGE PENSIONERS. ASSOCIATION RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 30 NOVEMBER 2023 PAYMENTS 2022 TOTAL FUNDS TOTAL FUNDS Fundra181ng Co•ts Bingo books & Licence Raffle Party Expenses - Gifts & Food 232 230 144 337 232 711 Chorftsbl• ActSvlty Dlr•ct Expgndltur• Wages Canteen & Cleaning Expenses 811 304 877 1.514 1,115 2,391 oth•r Expondlture Light & Heat Waler Rates Trade waste Printing, Slalionary & Advertlslng Repairs & Renewals Insurances Bank charges Telephone & Inlernel Donation Sunéries 5,215 748 175 3,893 491 62 23 23,148 1,715 14,419 997 16 763 30 245 22,363 29,577 TOTAL PAYMENTS 23.710 32,879
BARNOLDSWICK OLD AGE PENSIONERS. ASSOCIATION RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 30 NOVEMBER 2023 2023 2022 TOTAL FUNDS TOTAL FUNDS Totsl Receipts 40,728 25,277 Tot81 Payments 23,710 32.679 Net sUlUSI(deIiCltI for year 17,018 {7.4011 Cash Funds at 30 November 2022 3,296 10.697 Cash Funds Al 30th Novomber 2023 20,314 3,296 Cash Funds At 30th Novomb•r2023 Virgin Bank 133 587 Yorkshlre Building Socl8ty 19,824 1,875 Cash In Hand 357 834 TOTAL CASH FUNDS 20,314 3,296 Asgots retaln•d for thè charlty's own uso Property at 14 Frank Street, Bamold8wick. Slgn on behalf of th• Truste•s Chairperson MrsA rker Treasurer MS V Capps Date
BARNOLDSVVICK OLD AGE PENSIONERS, ASSOCIATION RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 30 NOVEMBER 2023 Notes Funds A grant was recelved in the year from Lancashire Enviromental Fund of £7,500 which was restricled for the use of the new roof work only, the costs in relation to this grant wer8 in the previous y8ars accounts. There were no oth8r restricted funds to not8 in th8 year.
CHARITY COMMISSION FOR ENGLAND AND WALES Trusteos, Annual Report for the period From 01.12.22 Period start date To 30.11.23 Périod end datg Charity name:Barnoldswlck Old Age Pensioners Associatlon Charity r•gistration number: 1068302 Objectives and Activities SORP reference Par¥ 1.17 Summary of the purposes of the charity as set out in its governing document To promote th8 relief of elderly people in any manngr which now or hereinafler may be deemed by law to be charitable, within the town of Barnoldswick and surroundin area. The Club provides a meeting place for the eld8rly and their families. It hosts regular entertainment and events and provides refreshments and support for its members. The club also hosts local society's and provides a room hire seNice for the Gommunit Trustees provided with guidance. Summary of the main aclivilie5 in relation lo those purposes for the public benefit, in particular, the aclivilies, projects or services identified in the accounts. Para 1.17and 1.19 Statement confirming whether the trustees have had regard lo the guidanc8 issued by the Charity Commission on public benefit Para 1,18 Addltlonal Inforniatlon {optional> You ma choose lo include further statements where rel8vant about.. SORP relerence Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment The club is maintained by local volunteers, without which, the club would not function. Social entertainment, refreshments and club support is all voluntary. Para 1.38 Contribution made by volunteers other
Achievements and Performance SORP r81wwc8 The charity provides regular social activities for the elderly, with refreshments and support. The centre opens up for community event days lo provide Ihe elderly with a safe environment from where they can take part in these town events. The ntre also provides parties and events during major holidays such as Christmas. Using official charity food collections, the centre also provides staples for those in need. Summary of the main achiev8menls of the charity, identifying the difference the charity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Para 1.20 Addltlonal Informatlon (optlonal) You ma choose to include further statements where relevant at)out'. Ach18vements against obj8cIIv8S Set Para 1.41 Performance of fundraising activities against objective5 set Para 1.41 Investment performanc8 against objeclives Para 1.41 Other
Financial Review Review of the charity's financial position at the end of the period Para 1.21 The charity is small but has stable financ8s. Regular income from social eventslmembership, local group room hire elc covers eneral ex enéiture. Reserves of approximately £20,000 held to cover building and kitchen maintenance. Statement explaining the policy for holding reserves st81in are held Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertaintios about the charity continuing as a going concern Para 1.22 Para 1.22 £20.314 NA Para 1.22 Para 1.24 NA Para 1.23 NA Addltlonal infomiatlon {optional) You ma choose to include further statements where relevant about.. Door entry and membership Refreshments Room hire Donations Any council grants The charity'5 principal sources of funds (includlng any fundraising) Parè 1.47 NA Investment policy and objectives including any social investment policy adopted Par& 1.48 Risk of lack of volunt88rs. A description of Ihe principal risks facing the charity Para 1.48 Other
Structure, Governance and Management Description of charily's trusts.. Type of goveming document trust deed, ro al charter How is tha charity ¢onststuted? {e.g unincorporated association, CIOI Trus18e s818clion methods including details of any constitutional provisions e.g. election lo post or name of any person or body entitled lo appoint one or more Iwslees Para 1.25 Constitution Para 1.25 UninGorporated aSsOat10n Par8 1.25 Executive Committee vote on trust88S. Addltional Informatlon (optlonal) You ma choose to include further statements where relevanl about.. Induction s8ssions carried out for new trustees. Policies and procedures adopted for the induction and training of trustees Pam 1.51 Loc81 Ex8CUtiv8 Commit188 and trustees provide the organisational structure. The charity's organisational structure and any wider network with which the charity work5 Para 1.51 NA Relationship with any relat8d parties Para 1.51 Other Reference and Administrative details Charil name Other narne the charil uses Re istered charil number Charity's principal address Barnold5wick Old A e Pensioners Associats'on 1068302 14, Frank Street, Bamoldswick, Lancashire, BB18 SAE
Names of tho charity Iru8teès who manage the charlty Dat•s acted If not for whole ar Trustee name Officg (if y) Name of person lor body) entltled toa olnt trustge Ifan Executive ¢ommitee Exe¢ulive committee Executive rnmmitlee Amanda Barker Victoria Capps Maurae Emmette Secrelary Treasurer Chair 10 12 13 14 15 16 17 18 19 20 Corporate trustees - nam8s of the directors al the date the re Dlr•ctor namo ortwasa roved Name of trustees holding title to property belonging to the charity Tru#t•8 nam• Amanda Barker Victoria Ca Maurae Emmett Oat•6 actèd If not for wholo ar
Funds held as custodian trustees on behalf of others Description of the assèts NA held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity's objects NA Details of arrangements for safe custody and segregation of such assels from the charity's own assets Addltlonal Informatlon (optlonal) Namgs and addre88e8 of advisors (Optional information) Type of Name Addr988 advisor Name of chlef exoCUtlv• or names of Sonlor staff member8 (Optional Informatlon} Exemptions from dlsclosure Reason for non-disclosur8 of key ersonnel details Other o tional information
Declarations The trustèes declare that they hav8 approved the trustees, report al)ove. Signed on bohalf of tho charity's trustses Signature(8) Full name(s) Position {og Socrotary, Chalr, otc) Vikki Capps Treasurer Date 16.07.24