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2022-03-31-accounts

Age UK Coventry and Warwickshire Registered Charity Number 1090007 Company Registration Number 4221822

Age UK Coventry and Warwickshire Registered Charity Number 1090007 Company Registration Number 4221822

Unrestricted Unrestricted
General Designated Restricted last Year
Funds Funds Funds TotalFunds Total Funds
Notes 2022 2022 2022 2022 2021
EOIN EOOO EOOO BNO EOOO
Income
Donations and legacies
Donations
and gifts
56 17 73 268
Legacies 112 112 241
Other trading activlilas
shop income 1,274 1,274 782
Trading activities 4 571 571 494
Other income 5 7 7 45
Investment
income
Chnri toble aciivltlas
Cafe services 57 860 917 926
Social inclusion 19 19 59
Information
and
advice 247 247 245
Other charitable income 667 27 694 668
Total income 2,749 1,170 3,919 3,736
Expenditure
Raising funds 1,943 2 15 1,960 1,491
Charitable
activities
751 4 1,198 1,953 2,158
Total expenditure 6 1,213 3,913 3,649
Gains/(loss)
on investment
assets
Realised
Unreallsed
Net incomef(expenditure) 55 (6) (43) 6 99
Transfers between funds
Net movement
in
funds 55 (6) (43) 6 99
Fund balances brought forward 1,667 1,031 919 3,617 3,518
Fund balances cnrrled fonvard 19,20 1722 1,025 876 3,623 3,617

Group Company
Notes 2022 2021 2022 2021
f000 f000 f000 f000
Fixed assets
Tangible assets 14 450 480 450 480
Investments 15 236 114 236 114
Totalfixed assets 686 594 686 594
Current assets
Stocks 16 2 1 2 1
Debtors 17 427 563 '1,065 914
cash at bank and in hand 2,931 2,859 2,290 2,506
Total current assets 3,360 3,423 3,357 3,421
Current liabilities
Amounts
falling due within one year
18 (423) (400) (420) (398)
Net current assets 2,937 3,023 2,937 3,023
Net Assets 3,623 3,617 3,623 3,617
Funds
Restricted funds 20 876 919 876 919
Unrestricted
General funds 19 L722 1,667 1,722 1,667
Designated
funds
19 1,025 1,031 '1,025 1,031
Totalunrestricted funds 2,747 2,698 2,747 2,698
Total funds 3,623 3,617 3,623 3,617

Notes 2022 2021
f000 8000
Reconcilliation
ofnet movement
of funds to cash flows from operating activities:
Net income/(expenditure) 6 99
Adjustments
for:
Depreciation 49 42
Investment
income
(5) (8)
(Gains)/losses
on investments
(12)
Investment
fees
(Increase)/decrease
in stock and
work in progress (1)
Decrease in debtors 136 143
Increase
in creditors
23 76
Net Cash generated
from operating
activities 208 341
Cash Flow Statement
Cash flows from operating
activities
208 341
Cash flows from Investing activities
Purchase ofplant, property
and
equipment (19) (2)
Net purchase
and disposal offixed
asset investments (122) (2)
Investment
income
5 8
Net Cash used in the year 72 345
Net Increase
in cash in the year
72 345
Change
in net funds arising from
cash flows 72 345
Cash &Cash equivalents
at1April
2021 2,859 2,514
Change
in cash and cash equivalents
in the reporting period 72 345
Cash
l% Cash equivalents
at31March 2022
2,931 2,$59

Unrestricted Unrestricted
General Designated Restricted Last Year
Funds Funds Funds Total Funds Total Funds
2022 2022 2022 2022 2021
Eooo f000 fBoo f000 1000
Donations
and grants
Age UK 12 12 126
29th May 1961Charitable Trust 6 6 3
Sir Edward Boughten Long Lawford Charity 2 2
Warwick District Council 25
Rugby Borough Council 25
Smedley Charitable
Trust
10
Coronavirus
Job Retention
Scheme 22
Severn Trent Community Fund 7
29th May 1961Charitable Trust Home
Warmth forthe Aged 5
Stokes Charitable
Trust
1
Miscellaneous
donations
1
GeneralDonations 27 27 41
56 17 73 266
Legacies
Joy Rosemary
Drew
21 80
Mr Julian Adams 60
Ms Edith McGulfie 34
Mr EricWilliams 50
Mr Douglas Sidney Pitcher 15
Mr Edward John Pratt 1
Mr Norman
Painting
1
Mr Robert Vickers 1 1
Mrs Audrey
May Green
1 1
Veronica Sylvia Beesley 75 75
Pameia Woodhouse 1 1
Freda Pye 1 1
Marguerite
Barrett
2 2
Mr CEccles 1 1
Mr Thomas King 7 7
112 241
Total donations
and legacies
17 1&5

Unrestricted Unrestricted
General Designated Restricted Last Year
Funds Funds Funds Total Funds Total Funds
2022 2022 2022 2022 2021
EOOD EOOO EOOO EOOO EOOO
Age VK Coventry (Trading} Ltd 494
Money Management Services 571 571
571 571 494

unrestricted unrestricted
General Designated Restricted LastYear
Funds Funds Funds Total Funds Total Funds
2022 2022 2022 2022 2021
BNO EOOD EOOO EOOO EOOO
Rentalincome 23
Miscellaneous other income 22
45
Unrestricted Unrestricted
General Designated Restricted LastYear
Funds Funds Funds Total Funds Total Funds
2022 2022 2022 2022 2021
EOOD BXN EOOD EOOD EOOO
Interest received
Dividends received

Unrestricted Unrestricted
General Designated Restricted Last Year
Funds Funds Funds
Total
Funds
Total Funds
2022 2022 2022 2022 2021
EOOO EOOO EOOD EOOO EOOO
Care Services
Warwickshire
County Council
213 213 395
NHS North Warwickshire CCG 12
NHS Coventry 8 Rugby CCG
Social Prescribing 131 l31 301
Primary Care Network 361 361 18
Coventry 8 Warwickshire Partnership Trus 111 111
Age UK National 15 15 144
Coronavirus
Job Retention
Scheme 8 8 30
The Armed forces Covenant Fund Trust 19
Rugby Dementia
Support
Group 2
Miscellaneous
grants and
donations 1 1 3
Coventry
Building Society
20 20
Fees charged to clients 57 57
57 917 926
Social Inclusion
Coventry
City Council
40
Leamington
Spa Town Council
2
Age UK National 1
Coronavirus
Job Retention
Scheme 10
Miscellaneous
grants and
donations 6
Fees charged to clients
19 19 59
Information
and Advice
Coventry
City Council
195 195 202
Age UK Nationa
I
51 51 35
29th May 1961Charitable Trust 3
Coronavirus
Job Retention
Scheme 3
Warwickshire
District Council
2
Miscellaneous
grants and
donations
247 247 245
Other Chaditable
Income
Helping Hands and Home Support 667 27 694 668
667 27 694
Total income from charitable activities 724 1,153 1,877 1,898

Unrestricted Unrestricted
General Oesignated Restricted Last year
Funds Funds Funds Total Funds Total Funds
2022 2022 2022 2022 2021
f000 EOOO f000 6OOO 6000
Expenditure
on raising funds
Generating
voluntary
income
5 2 15 22 16
Shop trading 1,498 1,498 1,144
Trading actvities 406 406 314
Otherservices 34 34 17
1,943 2 15 1,960 1,491
Expenditure
on charitable
activities
Care Services 10 887 899 884
Social Inclusion 1 32 33 78
Information
and Advice
252 252 263
Coventry
Primary Care Trust
18
Helping
Hands
740 27 769 915
751 4 1,19& 1,953 2,158
Total expenditure 2,694 6 1,213 3,913 3,649

Support
Direct Costs Costs Total Total
2022 2022 2022 2021
6000 6000 f000 f000
Cost ofraising funds
Generating
voluntary
income 22 22 16
Shop trading 1,239 259 1,498 1,144
Trading actvities 319 87 406 314
Otherservlces 34 34 17
1,614 346 1,960 1,491
Cost ofcharitable activities
Care Services 683 216 899 884
social inclusion 33 33 78
Information
and Advice
201 51 252 263
Coventry
Primary
Care Trust 18
Helping
Hands
579 190 769 915
1,496 457 1,953 2,158
Total resources expended 3,110 803 3,913 3,649

2022 2021
6000 f000
Net (income)/expenditure
is stated
after charging/(crediting)
Auditors remuneration 23 23
Depreciation
oftangible fixed assets
49 42
Amounts receivable
under operating
leases (7) (23)
Amounts payable under operating leases 421 132

2022 2021
The average number of persons employed (including casual
and part time staff) during the year was: No. No.
Management,
administration
and finance 29 31
Activities for generating funds 53 57
charitable
activities
Care services 136 119
Social inclusion 5 6
Information
and advice
9 14
232 227
The average number of full time equivalents employed
(including
casual and part time staff) during
the year was:
Management,
administration
and finance 24 24
Activities for generating funds 35 35
Charitable
activities
Care services 44 37
Social inclusion 4 5
Information
and advice
7 11
114 112
The total staff costs and employees' benefits was as follows; 2022 2021
f000 f000
Remuneration 2,457 2,576
Social Security Costs 135 140
Pension contributions 59 56
2,651 2,772
2022 2021
No.

Freehold Computers
land and and Motor
Group buildings equipment vehicles Total
f000 f000 6000
Cost
At 1April 2021 1,043 420 35 L498
Additions 19 19
Transfer (5S) 5S
At 31March 2022 985 497 35 1,517
Depreciation
AtlApril 2021 595 38S 35 1,018
Charge 35 14 49
Transfer (58) 58
At 31March 2022 572 460 35 1,067
Net book value
At 31March 2022 413 37 450
At 1April 2021 32 480
Freehold Computers
land and and Motor
Charitable Company buildings equipment vehicles Total
f000 f000 f000
Cost
AtlApril 2021 1,043 411 35 '1,489
Additions 19 19
Transfer (58) 58
Reclassification 9
At 31March 2022 985 497 35 1,517
Depreciation
AtlApril 2021 595 379 35 1,009
Charge 35 14 49
Transfer (58) 58
Reclassification 9
At 31March 2022 572 460 35 1,067
Net book value
At 31March 2022 413 37
At 1April 2021 480

2022 2021
f000 f000
Valuation
Market value at 1April 2021 114 lDD
Additions 140 41
Disposals f18)
Realised gains 1 3
Unrealised
(Iossesj/gains
(1) 9
Market value at 31March 2022 236 114
Historical cost 109
Fixed Asset Investments are represented by:
Fixed interest securities 11 18
Equity shares 67 42
Investment
trusts and unit trusts
158 54
236 114

Group Company
2022 2021 2022 2021
f000 EOOD f000 EOOD
Goods for resale 2 1 2 1
17 Debtors
Group Company
2022 2021 2022 2021
EOOD f000 fDOO fDOD
Trade debtors 288 312 127 172
Amounts owed from subsidiary 800 491
Prepayments and accrued income 139 251 139 251
427 563 1,066 914
Group Group Company Company
2022 2021 2022 2021
f000 f000 f000 fOOD
Trade creditors 41 124 38 123
Accruals 204 227 204 225
Deferred income 85 12 85 12
Other creditors 45 4 45 4
Amounts
due to subsidiary
undertakings 1 1
other taxation and social security 33 48 33
423 421 398
Unrestricted
Funds
Funds at Funds at
1April Incoming Outgoing 31March
2021 Resources Resources Transfers 2022
f000 f000 EOOD f000 EOOO
General funds 1,667 2,749 (2,694) 1,722
Designated
funds
Development
fund
606 606
Future plans 241 241
Leamington
Essential
refurbishment 13 13
Rugby essential
refurb
19 19
Claremont
service development
20 20
Finance software development 42 42
Counselling 5 5
Rugby fixed assets 72 (4) 68
Part cost of HQ building 3 3
Essential
ITassets
10 (2) 8
Total designated
funds
1,031 (6) 1,025

Restricted Funds
Funds at Funds at
1April Incoming Outgoing 31March
2021 Resources Resources 2022
f000 f000 f000 f000
Care Services
Care and repair projects 23 23
Rapid hospital
discharge
projects 6 6
Handyperson
projects
7 7
Housing options 19 19
Social prescribing 2 131 (121) 12
Care navigators
inc HIU and
PCN 258 492 (469) 281
Counselling
and building
resilience 20 5 (25)
Rugby garden fund 3 3
Befriending services 35 21 (30) 26
NHS patient transfer 75 75
Veteran support 1 1 2
Dementia
Day Services
(DDO) 219 (219)
Coventry
PCT- Going
Home from Hospital 28 (15) 13
Coronavirus
Job Retention
Scheme 8 (8)
Total Care Services 477 877 (887) 467
Social Inclusion
Vehicle funds 37 37
Dementia cafes 3 (2) 1
Milan 4 4
Gilbert Richards Centre 13 13 (23) 3
Arts Encounter 1 (1)
Men in sheds 1 1
Painting's
plantation
1 2 (2) 1
Morrison's
Healthy Cooking
3 3
Coronavirus
Job Retention
Scheme 4 (4)
Total Social Inclusion 63 19 (32) 50
Information
&Advice
Warwick District Council l&A 45 247 (252) 40
Total Information
&Advice
45 247 (252) 40
Other Charitableincome
Home Support 27 (27)
Total Other Charitable income 27 (27)

20 Restricted Funds (cont )
Funds at Funds at
1April Incoming Outgoing 31March
2021 Resources Resources 2022
6000 6000 6000 f000
Other Restricted Funds
Building fund appeal 34 (4) 30
The Community
fund
56 P) 49
Rugby Claremont
Centre F&F
127 (4) 123
Home Support - V Dickinson 40 40
Bursaries 3 3
Projects in Wellesbourne 13 13
Rugby development project 3 3
Baron Davenport
fund
2 2
Edna Vincent fund 3 3
Grants forthe Elderly in Need 21 21
Restricted donations &legacies 32 32
Total other restricted funds 334 (15) 319
Total Restricted funds 919 1,170 (1,213) 876
Restricted
Funds

Unrestricted Unrestricted
General Designated Restricted
Funds Funds Funds Total Funds
2022 2022 2022 2022
EOOD EOOD EOOD EOOD
Tangible fixed assets 173 78 199 450
Fixed asset investments 236 236
Net Current assets 1,313 947 677 2,937
1,722 1,023 876 3,623

2D22 2021
Balance Sheet f f
Net Assets 3 3
Represented by:
Shares held Inthe company: f1ordinary shares 3 3
2022 2D21
Balance Sheet f f
Net Assets 2 2
Represented by:
Shares held in the company: f1ordinary shares 2 2

Land and buildings Other operating leases
2022 2021 2022 2021
fOOD DODO 6DOO 6000
Within one year 262 401
Between one and five years 120 281
in over five years 12 21
394 703 8 16

expenditure
a
ccount) forthe year end 31 March 2021 March 2021
Unrestricted
General Designated Restricted
Funds Funds Funds Total Funds
Notes 2021 2021 2021 2021
f000 f000 f000 f000
Income from:
Donations and legacies
Donations
and gifts
51 217 268
Legacies 241 241
Other tradi ng activities
Shop income 370 782
Trading activities 494 494
Other income 45 45
Investmentincome
Income from charitable activities
Care services 924 926
Social inclusion 58 59
Information
and
advice 245 245
Other charitable income 66 668
Total incoming resources 1,814 1,922 3,736
Expenditure
on:
Raising funds 985 3 503 1,491
Charifable activities 853 5 1,300 2,158
Total resources expended 1,838 8 1,803 3,649
Other gains
Realised
Unrealised
Net income/(expenditure) (12) (8) 119 99
Transfers between funds (241) 241
Net movement
in
funds (253) 233 119 99
Fund balances brought fonvard at1April2020 1,920 79S 800 3,518
Fund balances carried forwnrd at31March 2021 1,667 1,031 919 3,617