Sevenoaks &Tonbridge ageuK 77th Annual Report 2023/2024 ,Y Registered Company No 04200219 Reglstered Charity No 1088213
Age UK S•wnoJkn Tonbrldg• & Dlstrlct Contents ofthe FIna[ Stst•Tynts for the y••r •ndèd 31 2024 Chi1rnn R•port R•w¢ ofth• Trn•t• 2 to 7 Ind•p•nd•nt Exwnln•rf• R•port 8tstsm•nt of FIn•n¢1 Acflvlll•¥ 8tMthm•nt ol FSnnd•l PMhlon 10 140ts• to th• Fln•ncl•l 8lat•rtnt• 11 to 17
Age UK S•NYnos Tonbrfdy & DtstriGt The flnanrid year202J24 was a histcffk pwxrfj the thrlty. In August 2023 the thorities AUKM and AUKST morg&1 to a Se ol8rity In West Kent w AUKMST. The morger Th8 merg8f p¥ovhY8s a great okwortunty for lUlU gi0h. 6tnJI1fy, finani str9th for Ihe thty, to provld8 better 8nd ethanced for c4mmunlt6&s we seNfr ¥th. The rnergw havo rnY tholrwrfS lor the cty, staff aThJ and it yff 1¢8d to a pgriod of onoing thgnge as we the thgrthn of LIT1 look lo gww th• 8eNkes to our )mmunIt. A bh3 thank to the t¥)ard(sl lor $upiNUr¥J tho rrffjw, the CEO, th• manw. slaff WKI Suntw¥ for wth u$ on 8 suoxsful mwger 8Th1 hdihivJ wlth lh& irtlV•iKm WDCeBS. Folknvlng th• mergor the wll t• In r•JSitKm to th• tha18 of tho ext¥m mprkrf feco tho fin8181 faang th¥ chaThty a•(#or and th98$ our communit. B K Vn8- Chdr PwJ8 1
Ag• UK 8•Y•nkS Tonbrfd48 & Dl•irfct{R•glstsrnd number. 04200219) R•port of th• Tru•t••s for the y4ar •ndod 31 Marth 2024 The Irustees ¥tho are aso of the cJ• for the Pur[$ of th8 ¢Trn183 Acl %J)6. presenl thelr port iho financ(al stalents of the tharity lor thé ygar ervjed 31 M8rGI 2024. The trustb85 hav& adopted the provislon5 01 ACUntIrrfJ and R8P)rting by Chrtie8." Ststement of Re(rnd applKatle lo ch8riti8s prer thelr armunt5 In acc¢rdanc8 wilh the FInlti1 Rewtiry Standwd applicable In the UK and Reptsbk of Ire18nd (FRS 1021 (effoctive l Jonu8ry 2019). 08JECTIVES AND ACTMTES ObJ•ctfv•• ar alm• The obl8[v& of Ago UK S01>8 TonlNklg8 & Distit i& to FrfD¥lè a Je rAnoo of pt 8eMces for ohjef peoplo. In Y manner Ithlrti kn or War mey dwr8d ty18 to b8 L¥th8bl& Mlhin S•venoaks & Tonbddge. Our aim Is to In(zeasa Ihe number and rfw•rsity of thg pwpl SUPFryt vra our cS and akwrDwl810 ¢bp some charge1 seNice8 at cornnwrtyal rat•s. W• wrteThJ to polnl k•y mM¢jnty rnsoure• 8nd lo rge our syofrfe 8ThJ st8nthro. 8lgnffi¢ant a¢tJvlll•• D•y C•r• The ¢harfty op•rate8 day c•rtr88. at W Court in arKI ¢Tr at Tcrfvn Lock In Tonbrldge provhdlng t4)th )dal and domwrtia ilay cwe. The day Cenlre 5grvlc48 arè de8lgned lo th• dlonts ho¥0 the OPSXMur¥ty to •OlIse fjtrK>Lrt ¢)mpiomLfjtn9 ththr I1Y to mak• Chotees ¥boui hjw thok day u018 Opert Acce89 to Ihe wvices Is èxtended anyone ffving the dknlrth of Se¥08 and Tonbri¢g and 8pecit iransport is avallable for th)$e vhK> need il to the e8ntr•s. tran4Jryl flea oJrMiiy ol buses 09 th8 ear h&J lo be scr8p¢ed ¢Jurfn9 the ffinano81 ygw. Th? fvN.limo akn play an a¢tNe role in Ihe day to doy ectlvilie6 01 the day Lyntre. The transF#Yt provK)n rèmains a part of our organ1$tt)Tr Without 1¢, rnany of our dlents hYJul(J nol bo Ob to oui 8erric8 and VDukJ b• lJKye09ingty arKI SOLty ex¢lud&J. Each clionl r•ferred li offernd as88ssmwtt by ow Sc¢Aal IndusK)n cifw to ?xplore th&r aspirations and need8. Thls prorAsg èn&)18s the in(nllU81 to idwitfy wh8r8 from Ag• UK oi otr ILVI $8rvlces rntraht enhants thdr Ilvos. Cll8nt8 are en• to partidpale In Ihe gr¥SIng d th&r wvic• d, aFpropA. larnily caw6 are encour8g8d lo becom¢ invow. Numbgfs attsyn(Jlng soclal day care hav8 d•e ¥lwJMy IrnY dthe dienls ¢J Arfend Bro kng-818ndlrYJ dknts who have attanded lor rnY yè8r3. The demand lor d8menll8 day w• er is in¢reasing In JUry 2023. a Ihird w88 added to the offw akn rth)P th• day rAntr• In TcffibrSdw off•riThJ d•mentl£ day CO on on• day a w¢k The ILS dop&Xrnent conlknue<l to thrfv• And go fiom 8trW to 8trW duryw 2023 wlth nunknrn of dlents Incr888lrvJ nd supwrt *Y)8rS ollering rnorn to m8et thdr néeds. As m8ry diènts optlThJ to 8toy in Ihetr cn h for tho ILS off3 th• opErflunrtY for them lo pwch8s• by lh¢ hwr to 8SStst wilh 0)nlinw no8d$. Thls to mthtain their Indepdefi¢8
s well 88 k¥ovldlrrfJ p88cè d rniThY for their
Alongside 8Win9 dornesbc Clre$, the se off•rs a daMtra wcgrnrryne whern s81 troin&l support rykar8 we mètcknd ¢118nts work wilh thern on • 1."1 ba8B lo rnanta aTrJ inwove skllls. We rlW havè 28 dients who r8gularty supwrt a8 Pwt of the FoJwm•. from f1119& h85 vwy positlvo, with 811 of Ihern Ihat they hav8 nobc4I a In Ihw lov<d ones. In 8dditlon to this, at the 8nd rrfthè last finarti81 year. a venttsmwas put in pJac4 dknts are supported on dally ba8ls for 5 hour5 a day. ThL% h& pld Very SLKwlul offws farn¥ •) ottem8t to day ¢ere #nd prrAongs th6 time dknts wi Stsy in tr home bdtre hawng io mo¥e info c4r8 ms.
Ag• UK S•vgnoaks Tonbrldy & Dl¥trict (R•olsler•d numb•r. 042M219} RoPOrt ofth• Truste forth• y•ar ended 31 Mar¢h 2024 OBJECTIVES AND ACTlVtnES Inlornmtkn •ndAdvk• (l & A) l & A is one ol the rrKl can offer. as st 48 to Urrt1ernd thr rlghts enlSUem8nts as wdl as thwr re8ponsibilrfies. Wa a hugè KK¥ease in tIK>se rwdh)g our assi5¢4 S¢• the pdemiC and ¥Ath th8 Cost cl lIn0 c11s. The InfomtJn 8nd Advice ol o ful Inf0MlDn and Offlw 8 iiwrficanl wt of the S•nior AdrninI6trallon Assistant role •t TOnbr9e. Th¥ Q)thordin8tor h88 tak on of the mLYe stralghtlorwwd sueh 86 u9 b•Sg8s. The teAm we suptxyted by nine vdL¥rto8r8 wh> dt8 ai homo to hè4) th fillng In arK1 •p[tyl for bth. The gervre offws fac&110¢¥ Msll3 In Edenbndge. SeVerak5. TonW30. whrn part8 ofwest Mallhg are88. We LX)ntinu8 to offer teletho emtal 8uprth Jn Aylttffd. sdId Svm Wth hjnding frum Slr Thomas Srnythe's, Tha P8rWr FothKlaUon and Kont Rdiane• ProvbJ•nt Sotty Community Fund (th8 latter came 05 Pwt d ¢)ur apphC¥n thrnugh tht Kryn Partws rout6 of K8rrt C4>mmunlty Foundatbn). our Communty B•friWlr$ Swvk h95 (xxtynwol to gny The Tonbri¢SJe Offlce Lxjntmuos lo be 8 W h) of Age UK SevwM)ak8 ond Tonbrkloe. Th• town cantre knr•tbn mea th8t il ts a rflol re80urcg 8nd Inlorrnatb)n ntrO lor the pwlo of TcffibrhJg8. en led olft¢ Sn S0venks rknd in F•bruary 2023. lh8 Tortridge Offf¢8 wislered tsffic& for tho charlty and S8Th1 8uch 8s ILS aThY Informalk)n ond Alfvke moved there pwmawlly. Thts m•Anl that th& 1•$ wer• tsased In Fowh H1 eilhw to move to wwni8•8 i41 Ltx4t ¢x rJot• tsmForarty. The avtge hOlr of ha¥ln9 nK>re nfftnlw of th8 Wford str ofnc mean$ Ihat there 18 moro cdLqb(xallon b8knn steff and Éervtss WKI also Ihe offk• L8 now Jle to be opth) ty thè wbl for k)nger frw)ur8 than the e488 Ihe W•VtsJ81y. D•m•ntl• S1 Age UK Sèvonoaks and TortAdg• In oth•r Ag• LKS wthin Ihe Kenl Con8OrthJrn, Ihe KCC Dementia n1raCt. 08menlla IAe OTL8 for t#)th Srtn08ks WKJ Tonbthlge wwe empb>TrJ #i Ihe 8ummer of 2022. Tr oryanisw for Sevenoaks Is also the Day Centrg M8ny and 8p1rf5 hor Imne 110. Two COGS groups we ncw runThrF, one at Town Lck 8nd at Fkntybush. The group at Ttr•m Loc Is thiiwng and 1$ Well18nded. The Hollybu5h group onw s1¥rt in January 2023 and h8s tak a Imlo ¥the lo pet off ground b Jrnl)ers Ar8 b•3lnnlng io kn(¥909e. In addition to Ihè COGS gfOUPS. lIe is full F¥rJrnme of dèmwrtkq fotsJs&J t£tivthas at T(1 Lo&k indudlry Dèrnentia Cafés, Petr to P•er grouFO. craft groups et¢. SWnir have tn wt in at Hc41ybu6h but Ik• the COGS arg str011ng to get attd9¢s. vonuos we phYa tr) soa rfth8SB TA1 bo meKe 8te$sl. Th& One You Your FkJrn proJi i8 run in pwtntrshlp ith rkS Th"strici C4yJrKil and provides 8UKP)rt b) Prfvatè Ss¢tor HousirvJ the athin18tratK ol Dls8N8d Facllmy Grapts 8rKI othor inthatiV85 ftJn¢lod ty the Better ca FuThJ. We curr•nty hav8 one c4>wlinator he ¢x)vers S•venos. Swanty. Edenbrtdge and Westerham. &)-cffdknator a TN31ed Assessor can pro• advKe and lor adwticms and equirrnnt. Thg cx)rfJrdinator aL50 Corn88nts the InfomiatM)n KI AdvKe rxwng Out bènefit rthecks ¥nd h81plng ¢lients 10 pty lor such as Att8ndarx8 Blue B8(W.
Aga UK S•¥0as T¢brIdge & DIStri IR•glBtrrnd l)421J02191 Report ofth• 7nMte•$ for th0 y•w ond•d 31 M•Y¢h 2024 OBJECTIVES AND ACTINryTIES Pop Up Pop Ins The Pop Up8 CtIL to be of our rnosl su<zessfv1 in[b¥8S #thj are nBtrum8nta in ad¢Jresslrg the weN-being an¢J 80ck81 isolation of older p6 In the rural weas ol our dlstrbl Thore are nlne groups whlth are srtugted In ChdIng8(0 Cw, cLVAxl, Ryar5h, Afvsford. Gcth Gr, Hoxl)le, Crock•nhlll, Edenbrtd98 and Dunton Green. Th& Hedth and Welbthkng C(Inator Is by a Ho8th and WBeIN4 aBsJ8lant and a irtnh%or )th run wme Oft c1•8886. A tO8m 01vUntWj syovths suprtrft at the gwsion•. Tmrds th& énd of Ihe fina year, ware sre$ShjI In 50mo ILmdkng frtyn the Age UK NallonBI as a W of Cost d Lng Prcwmrne and thr& meats that b• #e fo oti6 rwining the cla55es for 2023 We are vwy pr(MJd of the that the Heath Wdl-beirs Ctstsrdinator was •Mrdod a LMlMe Athw•rnwrt Awwd as part of DSstrict Ccwnc41'8 'MakJ'ThJ li Harw CommuNty Vdunlary Awards.. The Pop Ups wgre also awarded CwUlk8tes ofAci8bmgnt in cal•30 lor'ohjor Person 8 Grtsup oftha Y•arf and'Heafthy Livino Award,. Qu•illy Age UK SeVoak$, Tonts•Joe & Dl8trkt fvI lo oMbnu81ty revlwyrg and raL8ir¥J tho walrty of 60c•S cros$ Ihe 0fgantsatjn. We have IS01 quamy s18ndarth ?ThJ have tho UK nalonal quallty 8tsndwd. Our Infr)rnwion end Advice TO tlth Advce Ovolty St8ThJard In June 2021. AchieviThJ quality mart8 l¥ imp)rtant ID ensur¢ Ihat I organk8akn ig 8ble to ¢errKmstralt ilB alxlty to ddlvw qulty proviBi)n to exttrnal b)dle8. AB not•J In choinnan'• report Ch8rhy Merpj UK MahJ8toM vthtsm a ¢kn• ryklng rdalljnshlp hod teen tabIled. Infwm•tAM •ndAokn fi & A) i a A CMllThJe8 to or cl the r1 thllr. as k effjabl# to undwstwd th•w rfghts and •nlttleffjent8 08 w&1 tt I1 rnsp¢xthhlt•8. W• hav• s• ¥ lh needlng our arKI advlce. En8urirg older PaOF40 arn recein0 •ll d trr •nlftknat7ts J8 a vttal fun¢Yw ofcw8wvlce. For many th oxtrn money cvt m•k¢ v prdouThl ¢Jff¢wce lo th¢kqualty ol Ul. TnteS ts)nfinn that Ih8y h8ve Lph¢d vlth fv thjty 17 01 th• Chth A¢t 2011 to have due lo publk b8nofrt guldanc• publlshgJ ty lh8 Commwsk)n. PUrC b•n•fft Wè have r6f to the guidance containe¢J In thè Charlty Commission's 98nw4 guld8nc8 on pUrC ben•fft ¥th•n rovithwng our alnKs and obloc¥es h) plannirvj Our fUle In Pwblar. the trust•85 nSIder F4anntrJ tivlUg8 VMII contribute to the atms and obJe(v•8 ho%* 8
Ag• UK Se6 Tonbrklo• & Dl•trk¢ IR•glster•d numb•r. 04200219) R•port ofth• Trust••$ lor th• y•ar •nd•d 31 Mar¢h 2024 ACTrIIEVEMEMT AND PERFORWKE FINANCIAL REVIEW Fln•nd•l poltlon The StalW)t of Ffjn8n&d Artb Ipw XX) re[rtS income 8rn1 exw¥Jitur8 for both Nom)81 Opgth'ons and Project5. It has been prepar•J In awdance with the requirerrnts of th• Statement crf Rmrronded Praclice for Chanti8S. The Charity rncefv86 inwno in the form crf unreth"tAed and restrirted furttts to 8UPWt tts XvrtbJ. R•strict•d fund8 hav• to be 8pa In a¢cxlw wlh the %h$S of ltrw prowd&wJ Ihe hJnd$. There ¥A$ • Net D•fi¢it lor th• unlrf th8 und•r revwAf of £ 31379 as tIK• Chwtyfy Ir was In8ulftuent to ¢>)vff the costs of tho to o&Jw pIe In our area. R•¥•T¥ pollcy Due to the Merger on 31W23 Ilve w at th• •rKI ofth• ye Wld•r n•t Ago UK S•vonoak8 T3• & Ll$triLt18 a COMpY Umrt1 by Guw8nt•¢ and 18 an indndOnt chaty 8nd a Brand Pwtner ol Iho Nab"onal Age UK oryann. W• are 8 loca up to rneel the neod8 of ddef pèople In thè Our lo work t)ther 9¢nl)n$. ainlwJ to ak1 unrLWAary diJplk8t)n of s6 In $upt¥)rt of older pwple kKally. We Kffii Ccwnty Cound Soe4 Sev•rn)ak8 Dkntrlct Coundl, Tonbrfdoe & Malllng 8(Ugh CodI. FUTURE PLANS The Chartty pl8n• to continue lo wovvje servKes req1 Io WPFQrt In se¥0$, To• th8 $urrouThllrvJ 8r¢a8 in forthc%kn y8ws and ilh A9• IK kne41 gfoupB arKI othw volunw sectr)r otyanlsationi In th)i+vJ so. Th8 %styking rnlatknsh40 that have balll up iih UK and tho Thwient that wo ne to tho Trusttss to share a Chlèf Officer io h wo)9 ll. Swwlces we ?xp8ndlrg. we w8 sharfng restyJrc8 •nd we ar8 Iwklng at ffK)re conabrthw wortrKJ over Ihe next finaThts year. Thr6 has now resuw a fom morger.
Age UK S•¥•rakI Tonl)rfd9• a Dkntrkt (Ro•d nunknr. l)4200219) Rèport of the Trusty•s lor th• y•af •nded 31 M•r¢h 2024 STRUCTURE, GOVERIIANCE AND MANAGEMEMT G0mIn9 documo The charity is tontrolled by ts g)vemry (hxurnt. a de&1 of tr( arnj conslitut a limit&l rrarry. lirnltad by guaianteg. as by the 21hX. REFEReNCE AND ADMINISTRATNE OETAILS R•gi•t•r•d Conwny 042C¥)219 (England &xf Wales) R•gl•t•r•d Charfty nun•r 1088213 R•gl•i•r•d offlc• S Bradforij Stre•t Tonbn'dge Kent TN9 10U K Vanro Rellr•¢l- ChM A J Clark Rwnoi SO$ Alanagw{wyMd 311m3} J R Latheron R&hredlre8igned 311m3) W C A Sleck Nurse Iresh3n•J 31m1223) D l T¢MnsarnJ Relff•d Cornp•ny S•Cret and Chl•f Olllc•r Mrs L H M8cPhwBon Ind•p•nd•nt Ex•mln•r Jan P881 Porftt R81 Th• Cr(y•m Bwnes8 Contr• 10 Hlgh Street Otknd Kont TN14 6PQ
Ag• UK Sev•nook• Tonlldg• a Distrirt IR•gI¥lw 042002191 R•port Oft Tru•t••¥ for th6 yr •nded 31 March 2024 STATEMENT OF TRUSTEES. RESPONSIBILfTES The trustges {who are also the dkectL¥s of Age UK TrIdge a Disknct for the purw>ses of c4)mpany law) ar• reSpsIble for preparing the Annu Report and the finan0 Sts1ents in &xx)rd8nce with appl)cabJe and Llnited Kirydom Accountmg St8ndards (Unilgd Krydom Gentrdty Aowted Aco)unting Pr4ctKei Compeny law requkes the trustees to prewe finawl statts for 9h give a true and falr wew ol tho Statè ol affairs ofthe thantable cmPanY of the in(tinwre resouftss apF4icatth of re50uw, induding the inwm8 and expandlure. of c(rya)y k)r that pd. In prK>si¥ finanual stsi&mènts. thè Irugt are requKed to ' suite• poli(a8s Ikn Ihem the mthjds and prhc4Pt¢s In the Ctsrity SORP.. make luijgernts * 861inate¥ Ihal aré rea80n8b pr1. prnpare the 1+nol1 st81•rnents L¥) Ihe ¥7>4ry cty(e4n unless rt i¥ IP018t0 ty prewme th th• dwrltabl• will wnlthue In busirths. T trust are r•sIx>nble for keephig pnjper 8)untiJ r•c4)rds vkth reasonable aur•¢Y at any tlm• the firtancl Pctsitlon ol th• charrtabls g)rnpany lo enable them to ensure th the financlal statements thmrdy vAth the Compan• Act 2¢J)6. are aLg) re8poMlble for the as60ts 01 the dwltabf• (x)mpY ArKI for ling reason• st¥# lor tho k¥evenkn 4rKI o11rn ¢Xh•r irTgJuthi¢s. Approved by ordor ol th• b)wd ol tr188$ on .......,...............................,..... $vJn&S on its by.. B K V4Mn8. TnMt••
Ind•p•nd•nt ExamlJrfs R•port to th• TnMt•ts ol A90 UK Se¥enoak• TonW• & Dlsttht Indep•nd•nt •xamln•rf• r•portts th• tr1••$ ofA99 UK S•wno•k$ Tonbrld9e & Dl•trlct llh• Conwny'l l to the charity tn&st$ on my 8X8rnMialKJn of Ihe a¢nIS (rfthg CoMpY for lh8 year 9nde¢ 31 Marth 2024. R•sponslbilitle and bo11• (A wgport As tha eh8Ws tNstees crf the cth1pY land a150 its th"r•rs tr th¢ purFoses of (#)mpany lawl you are reskyJn8lbl& ltsr the preparallon of the aeojunts in acwrdan¢ wilh tho requirements of the Companr85 Act 20C6 Ilhe 20C6 Arfl. Havlng 98tsf myawf that th8 accounts ol the Ctynrffj Ore nol to be 8udKed uThJer Part 16 of the 2CQ6 Ad and ore dlt lor i164ndent 6xamtnalKJn, I rewrt in res of my examinatK>n of your charty's èrwJnts as earrfed under Sfjcb 145 of the Charrties kn12011 Cthe 2011 Atl. In c¥rryirg ovt my •x•ninatk)n I fo11tr the DIrKt$ given by Ihe Chty comm1s uThJer Se¢XM>n 14451 Ib} 01 th8 2011 Ind•pondent •xornln•rf# Bt•t•m•nt Since your ¢haity's gross income 8xce&Jod £250,((Q your •x•nir rnt b8 a memt•r of a b&Jy. I can ¢tsnfim) Ihat l am qualffied lo vnd8rtake tho examlnath)n bewse I a member of the Inslttule ol Chwlergd Awuntants in England aThJ We8, 11th 18 on• CO Ihe IW iwJdlo8. I hev6 Mple1ed rny examlna1h)n. I conlm Ih¥i rK> moiiern havo to my thnlyon In o)nn•ckn w4th th& OX8mlnalion givirfj c4u8e to belvm.. accounllng r•¢yd8 ware Th)t k•pt rnsped cltho Cthrwny as r•wtred by 386 oftho 20Cfj Act,. or accounts do not •(r4)rd with t10 r•cords', oi tho attounl8 do noi compty ¥wrth tho 8Clnt¥ r0qutrthnts (rf SKthn 396 of the 2[ Act othw than Bny raqu¢ent that the acwunls tru• fair is Mt p matlw i¥nsldw8d 88 p•1 of an Independent examlnatFon,' of the 8¢counts hw• been prwrl in tsy0nL¥ th• mhod5 arKf prknc4F40s 01 the Ststwn•nl of Prxtk• fty 8¢X4Trng and rèp)rtirvJ by ¢haIl {aFWkbb lo charities prèpamg trlr ac>)wntg In ¥¢d8n¢o wih tha Finanad Rewtiro Sdar In the UK 8nd Repubbc of IrelaThY {FRS 12)1. bo drawn In rewrt h order to enablg a prow dth• ac%x¥ts to rea¢h•d. A18n Pèal ACA The Institute of Chart•r8d ACunIn1s kn Eld ar W4es Porrftt R8kngy Tho Crovm Busin• Centr• 10 HSgh Slreat Sevenooks Kent TN14 SPQ P•8
Ao• UK Sev•noak• Tonbrldg• & D1•Irf IR•gl¥tsred numl>er. 04200219) S&it•rnent of Fknanci•l A¢O¥lUes Ilncorporaiing an Ineom• and Expwndliurn Acc th• y•ar •nd•d 31 March 2024 2024 Total fundj 2023 Total furvjs INCOAIE AND ENDOWMEpifs FROIJI Donations and lry8o8s 18,799 18.799 258,231 Ch*rllabl• •dFvltl•¥ lol induslon Independewrt LIVI Schwne Befrtanding Dgmentsa Investm•nt IrKorne Cxhar Inwrne 131613 125.131 1085 17293 153.906 125,131 2.085 24228 1.412 346.887 280,051 4.046 10.165 312 738 17 EXPENDITURE ON Charltsbh ActS¥MI•• Social indUOn In(Jgpwthnt LlvlwJ Sth Advc Informatkn Advkx eefri•ftding Dntra Tra on Mwy¢r Oth•r 175309 141.909 4.57S 15.167 8.478 31.380 6.027 181.236 141,909 4.575 15,167 5.478 31.380 571,477 463.125 284, 10,756 42,650 13,835 62,730 11a66 Total NET INCOMW(EXPENDITUREI 1821,011) {11KI) 1621.191) 43,328 RECONCILIATION OF FUNDS Total lund8 brought loard 621,091 100 821,191 677,863 TOTAL FUNDS CARRED FOIIWARD 621 191
Ao• UK S•v•noakn Tonbrtdg& & Dl•trkt {R•gl#t•red nuthr. 042002191 Statsmont of Flnandal PMltlon 31 March 2024 2024 Total fuj 2023 funds fund$ Fe0 ASSETS T8nglbl• 8Bsets 5,315 CURRENT ASSETS Stocks Debto Investments Cash at bwk 8NJ in hond 74,256 273.561 10 720,910 CREDITORS thounts fafiing du• vAthln om y 11 {80,034) NET CURRENT ASSETS TOTAL ASSETS LESS CURREiif LIABIUTIES PROVISIONS FOR UABiunES 646.191 12 125.C#J)I ET A88ETS FUNOS Unr•strf¢ted lundj RtAcle(l fund8 13 621.091 TOTAL FUNDS The charptatd• compty ts onylled to IT urmlor Sth 477 of the Conwle8 Ad 2[ f¢x the yaar nded 31 March 2fd4. Thg Mom hav8 rowi the compY to obknn an cl ts fin&•1 for thtr yew end&Y 31 Mareh 2024 in gEt0rd¢6 wllh 476 01 the Companle8 Ac 2006. ensurin9 thal the chorrtable company rwdB that rxjnkty Sth$ 396 Jnd 387 of th• Cornpani85 Ad 2Crf)6 and preparing Inano ststemems whkn s¥ve a lalr ¥6# of th• state of affait of thè than8 tYeny as ¥1 the ol 88( financid year and of h$ or defvil for exh financial yw In 8co)rdance Mth Ih i•quir8rnenls ol SectTh6 394 and 395 and otheryhse IrnPty the rtylirEmts ol th8 CompanlOB Aet 2CX)6 reL8llrrfJ to fina+81 Staterrts. $0 far as 8AYicable b) Ihe dthitst4e fX¥npy. Ibl Thgse finan 8tatemonts have b8en in V•lth Ihg ptovtsth¥ al¢ab to d)arftsbla Companies subject to Ihe srnall eofflpan regin8. The th1claI statements Te apwowfjd by th• P*)Brtl ol Tnthes for issue on 8lgned on Ns behaw by". B K Vanfts- Truste• P8gg10
Ao• UK Smnoaks Tonlwld9e & Di•lrfct Note• to lh• Flnancl•l PJtat•monts f4Yth• year •ndEd 31 Ill 2024 ACCOUIMNG POLICIES Ba•ls ol preparlng the fin•ndal Jtat•m•ni• The 51atemants of company, whth IB a public bartt entity und¥ FRS 102, have been pwared in OLwrdanc vthh the Ch&rba5 SORP IFRS 102)'Ac¢A)unting Rewjrthg by Charitles.. Slatemnt of Reo)ryKnended Pract1 appbc4Ne to eh8nties preparing their )Unts th 8rdan with the Finandal Reporting Stsnitsrd applK>ble in Ihe UK ond Repubbc of Irgjand IFRS 12) leff&ve l January 2019),, Finanry81 R8wrting St8ndaril 102'Th• FinwK+al Reportlng aebIg in the UK RUbliC rrf ITelJnrf and Comp8nl Ad 2. The fknorwl 818ternents hw boon wepared und8r the hist1 cost nVention. Inc(M All Incomé b r8cwl3ed In th8 Stetemwt of Flnaroal A{vIt once th• ¢arrty ha6 tilleMant to funds. rt prcthN? thal tho incom•wkY be rKeN•J aKI the kn?unt c4n be mèaswod I18. xwndhyr• Liabililles are retsJgnis•d as 8xper•JlbJrn 88 there o b&Jal or Ol990n o>rrrfnIn9 th• Chanty to that expendtture. it i8 wobat4tr Ihaf 8 trawfer of •wrwNThc tnefits wdl be regukl In settlgrnenl and th& 8mount ol Ihe 0381)n can be msasvred rdtabty. EXPlI1re aLrounl¥d ts on an ¥cruab tiasis and h35 been dassffi8d unde that tygrryate ow Lrot retst&S to the C&3c¥y. Wh8re costs c8nn¢A b6 attributed tr) partKulor h•adin98 ttw have betrn all1 to 8dMII88 on a l)a5i8 wth the use ol r8sourc86. Gt$ offered 8ubiec4 h8¥e r¥>t b•en m8t •t Iho yw dat• we Th)t¥d a8 8 commttrnont but not acuu•d •$ expondllure. All(Katlon and •pporllonnwrtof ¢o•ts Support ccts ba8•J M lh8 ftnber Lrf tim• equfval8nl •Jmlntrtho 8taff bthrKJ re8m1nwb In each acuvily T•nglbl• flx•d M••ts D8rffec4allon i¥ pvIdsO at th8 fc4kYM. rat kn orfor to TIts off its e8Im#ted Ul lffe. ImFXOV8mts lo wopwty MO1 vohic 15% on c<t 20%Mcr Olfieg Equipm¢rt 25% on {# Sts¢k• Stocks valutyj al Ihe of(¥•t realg8t49 v•. after mirvJ du• altowe• forobaoletfr and slow rnovln9 It•ms. The •wnpt from (xxtAYkn t&K Its (tsiblo o(piiUes. Fund Jc¢ountlng UnrestriLae(J funds b• In ¥&fth th• c4wtabl8 obJ&kn at the dtIOn of tho tru8tths. Re5trict•J lunds (n only be for W11&r rest purpos8s TthIn Ih• obi•(as ofthe ReStrfic arB8 whan sped by the thr)ror v&then funt1s we r8•J for partur rusthca purpDS85. Furlhw cllh• naTa tund b i11 the leS to 8tatemwts. P•n•lon ¢o•ts and oth•r po•tthrrwrt bw The eharttable rA)mp8ny operatss a dèfin1 ¢xJnlriJtiOTh pslOn schwn9. Conbllxrtkffi8 payabl? to th• charrtable o)rnpanys pen8iM se am tharg8d kn thè StonI of Finrthl Admtss in Ihg raf¢yJ to Vthlekn thay rekte. P#gg11 ctired...
Age UK Se¥•noak• Tonbrldg• a Dl•lrfet Not•s to thg Flnancial staton. ¢ontlnugd lor th• year •nd•d 31 March 2024 INVESThIEMT INCOME 2024 2023 De61¢ at iJ)teresl 6.778 3,387 SUPPORT COSTS Go¥em8nc¥ Total8 Sc¢lal IndUn iepond•nt Lfvln9 Sckn8 4356 10.022 37,125 11.440 4.575 7,828 1,527 Inlorrnation 8nd Advlce ri8nding 567 Actwy Man8gam8nt Staff Numbers Staff Nun NEf INCOMEMEXPENDMIREI 2023 Indapend8nt wmln8r¥ low¢T Auditors r8mUrlKjn Depr•ckqts'on. amèts SuWu8 on dwal of fix1 8&8• 4.057 470 TRUSTEES. REIIUNERATKIN AND ÈENeFrr¥ Th•r• Iru8t8ts' fBnMln*atth or011 for Iho 8nd&J 31 2tr24 norfor thè yeaf •nded 31 March 2023. Tru•t••i' •xp•n¢•• There r+ no 31 March 2023. tru8toes' tho yew 31 Marth2024 n¢x for th8 yw ended Pag$ 12 C4MI¥iu8d...
Age UK S•v•noth T¢)nbrldo• & Dl¥irlct Not•s to the Flnanclal Statfjrne. contlnwd for th• year •nd 31 March 2024 3fAFF com 2024 2023 W8qe8 aThJ 8darf88 Social security c¥Jsts Othar penSn costs 270.031 8,302 575.663 26.271 287.1)$3 The avéwe nwthly 01wnpty dwkng the ywwa8 as fol.. 89errthi and AdrninlSirntft Communlty bas•d wpport 8thwne8 D8y cwe Othw Ser¥ini 2024 2tr23 23 15 23 15 42 No •mpby•M r•cw•a •mdwts in •x¢w oi£eo,cK(s. EmolLThert4 dudng the to Koy P•r1¢r was £33,270. TANGIBLE FIXED ASSET8 Offic• Eqpt mlrffj ¥ehth• Totsl8 CO8T At 1 Aprtl 2023 Dl8po8d8 201052 153.423 440,487 Al 31 2024 DEPRECIATION Al 1 April 2023 Ellmlnatod ¢)n 1li8PQ8 202.052 202 0521 153,423 153 15,3115 439,462 435 At 31 Marc 2W24 NET BOOK VALUe At 31 Mw¢h 2024 At 31 Mch 2023 STOCKS 2024 2023 Pffje13 contInu1...
Ag• UK S•venoak¥ ToJthrldg• & Dl•tsle¢ Notes to th• FIDCIal •Mnts. for th• y•ar •nded 31 Marth 2024 DEBTORS: AMOUNfs FALLING DUE WITHIN ONE YEAR 2024 2023 Trad8 d8bkY8 Other d8btors T•mpcary cent 39.133 4,487 159 10. CURRENT ASSET INVESTINTs 2024 2tr23 Unli8t&J invostrn•nt6 273 561 11. CREDITORS: Amoupifs FALUNG DUE WtfHIN ONE YEAR 2023 Trade cr•Jitors SodBI SrIty olher t• Credlt Card Accrued •xp PpJj8ct defeffa 18, 307 25,814 11 PROVISIONS FOR LIA8ILmES 2024 2ff23 OV10n$ 13. hl0VEPN7 IN FUNDS mov&ment At 114r23 Al 31fd124 UnMtrfct•d fund¥ Gener fun BertKli L6gacy DemwtFa 8srtKJll L6gaw Oth ot8 ond Me 553.746 (553.748) {30.0001 (36,576} 36.578 R•strfd•d fund• PSG 621,091 1621,091) 100 1100) TOTAL FUNDS P814 tir•Jed...
Age UK Sev•no4k• Tonlmldge & Di•trlct Notsg to the Flnanclal Stat¢rnents- ¢onllnu for th• y•w •nd•d 31 hlarch 2024 13. MOVEMENT IN FUMDS. eonttTru•d Net frLJvwn•nt In fijnds. dUd1 in the or? as fokn.. In(rn RosourrAs Movemont In lund8 Unre*trietsd fimd• G8ner81 funtl B$rtlI Lffj8cy Dem8rt18 BertKdi L93Y Dents0 ar•J Me 311737 (886,483) (30.0001 (5517461 {30,IKIO) 136.576) 136.5761 691 7891 1933.028) I1,091) R••tslct•d fv One You PCtS PSG Popwp PoTrkn 312,737 1Q560 {16,se81 1100) 708 11001 10Q TOTAL FUNDS 951 C¢ff•r•tlw• for mo¥•m•nt In fund• nv)vemont In knn(lJ At 3113rd3 At 114rr2 Unr••trlctsd fvnd• G•nor81 fund 8ertio¥ L¢g8cy Oemenua Befvill Lryacy th81 D8m•nt5a 8nd Me S,816 553,746 30.CK)O 36,578 769 36.576 R••trfet•d fvnd• Cird8 Houslng PSG 576,3Y2 621,091 1.371 1rxi 11.371} TOTAL FUNDS e15 CMtiNeeJ...
Age UK S•v•nos Tonbrfdge & Dlsirfct to th• Flnancjal Ststwwrt8. tUed for thÈ •r •nd•d 31 Mar¢h 2024 13. MOVEMENT IN FUNDS- ¢onllnu•d Corrp8rntfv• not IrVemOnt in fvnts. in th• ¥bove ar¥ 8$ k4hM.' IrKonwrvJ Resourr Movement in fvnts Unrntrlctsd fund• Genwal funrj Domenllg Me {778.1221 43.gX> R••trlct•d fund• Cirde Ho81rj One You Projects Pop.up Popln Invdve 70.982 (826,283) 11.3711 139.8711 {12,4561 39.871 12.456 (1.3711 TOTAL FUNDS A currant ytsw 12 yw 12 rN)ntlk8 (¥XnbtrO wAitk>n b 48fdlthv•.' Al 3113R4 Al 114r22 fund• Unr••tslct•d fund• Gtsneral lun¢1 Bertlol Lffjaey Dem8rti• Be011 Leg8w Othw SCJ.818 ($09.816} I30.1) R•Itsl•d fund Clrcle Hotysl PSG 576.W2 (576,3921 1.371 100 11,3711 1rJ) 1,471 TOTAL FUND8 Pa3e16 c*ntinued...
Ao0 UK S•venoaks Tonbrfdg• a Dhtrkt Notes to the Flnanclal Statements- contlnued forthe y•ar•nd•d 31 MaKh 2024 13. MOVEMENT IN FU14DS • conllftu A current year 12 monfv 8nd pw yew 12 nJrthB cunbAi&J not in funth, trduded In the atove are resfNJrLw eXpded in funds unr••tt•d ful G8ner4 fund Bertyoli Leg•¢y t)ernenYe Berth1 Le9aw Otr Dementia and Me 1.134.789 (1,644,605) 130.0(KJ) IA5761 1509,8161 130.Cth) {36,5761 R••trlct•d lund• Clrde H(Sing One You PSG Popup Popln Invc4 1.181719 {1.760,1111 1676,32) {1,371) 156,4591 (1001 113.182) 11,3711 56.459 {11Y)) 13.162 TOTAL FUN08 1276 341 11854 204) 577 863 14. RELATED PARTY OISCLOSURES There rdalod F•ty fty ihe y8w•ThJod 31 2024. P4e17