Moor Allerton Elderfy Care Charity number 1100645 A cxxnpany bmited ty guarantee number 04352867 Annual Report and Financlal SLqtements for the year ended 31 March 2024 WYCAS eOM¥UIIY £COVN7IF+G vrtsr trOQwSHIRe
Moor Allerton Elderty Care Annual Report and Flnanclal Statements for the year ended 31 March 2024 Content8 Pag• Trustees, report 2to7 Examlnels report Statement of financial activities Balance Sheet 10 Notss to the accounts 11to 18 Pr•parod by V¥o8t Yorkshir• Communlty Accountancy Servlce CIO
Moor Allerton Elderly Care Truste•s' roport lor the year •nd•d 31 March 2024 R•f•lW9 and admlnl$tratlv• dotalls of thg GrIty, Its tN3t•gs and advlsors The trustees during the ffinanoial year 8nd up to a1 indu(Jing the date the report was approved were.. Namè PosltSon Dates Howard Foreman Chair Davld Wynlck Treasurer Joan Roberts Joan Hurst Eileen Ludlow Murfel Ramsey Debbani Ghosh Jessica Savage Phil Harriman Hgbna Harr180n Lee PhSlllps Geraldino Slone Resigned 7th NOVemr 2023 Appolnled 22nd March 2024 Apwinled 22nd March 2024 Appoint1 22nd March 2024 R6Signed 22 May 2024 Appolnted 22nd March 2024 Appolnted 22nd Marth 2024 John Fuszord Javed Iqbal Charlty nUrnr 1100645 Registered In ErvJland 8nd Wales Rtrjislered In EnglorKI and Wales Comp•ny number 04352867 Rgglstsred and prlnelpal addrn88 57 Cranmer Bk Leeds LS17 5JD Bankers Unity Trust Bank Nlne Brlndley Place Birmingham B12HB Cambridge & Counties Bank Nationde Building Society Ch8mwood Court Kings Park Road 58 New Walk Moulton Park Leicestèr Northampton LE16TE NN3 6NW Vlrgln Money Symington House 7-8 North Avenue C11&bank Buslnèss Park Clwjebank G812NT Shawbro)k Bank Lutea House Warfey Hlll Buslne88 Pat1¢ Th8 Drive G81 Warfey Brenlbwod Essex CM13 38E Ind•pondont examlner Simon Boslrom FCIE West Yorkshlre Communlty Aecountsney Swvlc• CIO Strlrwer House 34 Lupton Stmt LS10 2QW
Moor Allerton Elderly Care Trustees. report (contlnued) lor the y•ar •nd•d 31 March 2024 Structure, govemance and management The Charity is a company limited by guarantee and was foTm8d on 14 January 2002. It is govemed by a mamorandum and artid8s of asso(aatK)n as amended 14 08¢8mber 2020 and 4 June 2024. The liability of the marnbats in thè event of the ¢xJmpany bng wound up is limited to a sum Th)t exceèding £10. Method of r•¢rultm•nt and appolntm•nt of trnst••$ Th8 twslees of Ihe charty are also Ihe dlrectors for the purposes of company law arnl are appointed by the members at Ihe AGM. Objectlves and activities Thè eharitya objeets The rellef of those in nèed. by reason of age, illthealth. disability, financial hardship or other disadvantsg9 In the M¢)or Alrton. Awoodley and Shadwell areas of Leeds and 1hr0ughcrt the county of West Yorkshire and wvjer ar88. Th• ¢harW$ maln aetlvltlos Mr Alterton Elderly Care {WECarel alms to Improve the qualty of Ilfe of older paople and ensuro that tt can remain independent for a5 long as possible. ap1S and valuas each individual member, volunle6r and gmployee and offers its serw¢es regardless of religion, belief, rac8, dis8bility, gender or sexual entatIon. We work wth people aged 60 and over who are livlng In the Moor AJrtort. Akvoodley. Moortown ond ShadMl areas. The everage age of our service users is BO, however people are Involved in MAECare aged from 60 10 over 100 years old. The Invofvement of different people at drfterent ages beors testimony to the fact that chronological age tears no relatn lo physical and mental ability. 121 members are Iivwig th demanlia. Our area is very mixed. however about a quarter of our service users live in areas which arg in tho 10-15% most deprNed areas in the counlry. Information and ossislance with accessirKJ a de variety of services is w0ded free to all older wpl8 In th6 area. MAECare has shop front premises, which are wheelchair accessible" aclNibes and seNc6s are ¢)ffered at a de range of venues throughwt the gecgraphi¢v41 area oyerod. Public bon•flt statsm•nt In setting our objectives and planning our activitie5 our Trustees have given serious Considera0 lo the Charity Commission's genora guidance on public benefit and in pa1Cular the relief of those In need. by reason of age. illth8ath, disability, financlal hardshlp or other disadvantage. Achl•vwnonts and rfornIanc0 W8 ended the year wtih 919 indivithJ818 on our database and sent n6wsbtter ¢xrt to 807 households. 22 holeboUnd older people have the support of a befriender. 245 people rocoived one to one Suprt which ranged from emollonal support for mental health Issues to 8UPPOrt in daiming benefits that could help care. moblllty or dally Ilvlry costs. arKI advlcg on cgrg and othw dalty livlng support. It slw Induded peoye on our Clrcle8 of Support ed Enhance 88rvSces (see bèlow). 424 attended an event durlng the year and 545 accessed any kind of service during the year. All numbers represent an inaSe slnce Lqsl year. We wore in Gontxt wth evewne at least once in the ar.
Moor Allerton Elderly Care Trustees. rnport (contlnued) for the year endod 31 March 2024 A¢hlev¢m•nts and pwFornMn We run a rangg of groups and aclivibas that are availablg to 011, some weekty. some monthly, some seasonal. some al weekends. Thay include Monday Matinee, Wedngsday Drop In. Twillghl Zone. Breakfast Club, Knltung arKI trlps out. Al of th8se groups provlde opportunlues for older people to make connection8 that reduet Soal 18018ti(m. We continued to subsidise transport enabling users to attend evenl8 and dasses. We stopped the Men'8 Den due to dlminishing numbers but are worklng vAth Leeds Jewish Housing A8seciatlon to explore partngrship approach. We also slopped our Out and About pikit. The18aming from this 1$ that linking into pla$ Yknere there 18 an existing communty cafe is the most effethe way to reach new people. We continue to pwde supported transport for people who would otheThvlse be unable lo attend actNitres. using volunteer car drNers where possible, a local tsxi company trj supplemenl. The time and cost of providing this servlce meant thal we had to ask for an Increase In donatior towards the cost of organising it. For people who are independenlEy mobile we ¢ontinue lo organise our Shared Tables at weekends- a chance for people to eat out wlth others at a local cafe or pub. The targeted work people wlth demenU8 ntInUe<l. Circles of Support provided one lo one support to 69 )ple with memory issues. We also ran three groups that ar8 tsrgeted at people Ilvlng wrth memory probJ8ms: Sporting Memories runs in partnership wth the Sporling Memorfes FouThJatknn, AclNe Minds- a Cogntsve Support Therapy programme and Silver Linings, a themed activtty group which incorporBt88 arts, crafts, music and remniscence. We have found more people from outside of our catchment are wanting to access these serwces. in particular Ac15ve Mlnds. In pathership Carern Leeds we started a new monthty carers group. Most of tIse attènding care for people fving with dementia. Digital inclusion continued lo be a priority amhough it is still a challenge to reach Peo9. The Wednèsday Dro in, still attended by students from Leeds Grammar School who can provide IT supporL is a good place lo Intro¢9 the benefts in a fun way, supplemented by one to one support. Twenty four people reGgived on8 to one support on issu8s ranging from using NHS apps, problgms wlh mobilg phone5, tsblets and IPADS. to doing things online. We also ran monlhty workshops through our DvJital Health Hub on toplcs ranging from Patths and the NHS App, the di9ital swtGhovor, transport apps, shopplng onllne. and scoms. They were altended by 37 older peopl&. Our equipment loan scheme is now up and running. We have five dtfferenl exercL8e dasses thrOugUl Its week, whlch coupled wlih Walklng Fwtball, m88ns we can offer somethlng for most people's abllilies. Over 100 pèoplè took part in physlcal actity classes, supportlng thalr overall health and wellbging and 8 fvrther 71 in Walking Football. These were enhanced by Art and Complementary Therapy to SUPFQrt good mental heolth. We starte(l a new semce whereby Peop can bwk an appointment to see a p10therar4Bl. Our pr&pandemic partr¢ership with the Oavid Lloyd Centre re8umed and a Small group of semce usets is ab to join a weekly swimming group. Our wafking groups merged into 1 monthly group and numbers have In¢85ed. They meet at a kjcal park and people are ab to walk as much or as IItt as they can, everyone gathering for a drink at the end. In additn lo tho bemflts to phical hearth, all of these group$ have the added benefrt of reducing social isolation. Our pibt hospital discharge service (Enhance) continued into its second year. We supported 53 service usars by organislng prescriptlon delivery. settlng up meal services or $hopping, arranging for cleaners and telare, and supportirrfd people Into groups and aclivifjes that gel them out of thè house. We also appointed another member of staff to prov*Je more intensive short lemi supp(wt for some of the seNce users, in p8rticular support vAth walklng after 8 fall, often where thevd lost confidence or were gètting used to 8 new walking aid. Intergenerational tiVitieS incbjded Alerton High School organising a Strwthrry Tea and a Christmas Party, each attended by approxlmately 50 seNce users; they 81s0 undertook a collection of gifts for Christmas and anted sorne IIow8r pots for Easl8r vthich we were p18ased to be AbJ& to distribute to servicè users vtho Ilve c their own or struggle to gel through the winter. Leeds University IntematnaI Students organised a CUlra1 exchange actmty. The Grammar School continued to send a pupils each term lo help out at our W8dn8sday Drop In. with IT supwt or playng games - often learning new ones such as Scrabble! Th8 value of intergenera1ional activities suppNts our outcome of involvement in the community and contrfbutes towards cLMUn Kihesion.
Moor Allerton Elderly Care Trust3. rnport (contlnued) for the yr •nd•d 31 MarGh 2024 A¢hl•v•ments and p•rfomiance In addition to OUT core work. MAEC8re Continued its role of Community Anchor for the AhKJodley ward. We managed the Household Support Fund for the AlVc•1eY Ward. INe partnered wth 4 local organisations {Lingfield LbviThJ Local. Moortown Methodist Cenlre, Give a Gfft ontl Grace & Carel to en$ure that as many p8ople across ts communlty could access support whilst w8 continugd lo support older people. Neaty £20.000 W8$ used lo proMd8 shopping and fuel vChers, food parcels, hol meals a f¢yxl panty lo peopb of all ages. Most of the demand was fr families and hwseholds in the most deprived areas. We co-ordinalod a n}ber of welcome spaces across the A0dY Ward. most of which were delivered by lo1 chuiches and Qthgr faith basgd groups. Wg also had a co-ordlnallng ro In th& ward for Leeds Cty of Cutt0 2023. We contributed by hosting a workshop that took part in 1001 Stori8$ at the Wesl Yorkshire Pla$0. We Pded one to on8 SUPPOrt Ihriyjgh our Enhance hospital discharge semce. through Clrcles of Suppclt. arml 88 part of our ¢m se¢9 lo any seMce users in need of advke. Informakn and advocacy. We have seen signlficant increase in the numbers wanllng help clalmlng benellts. In parbcularAtteThI8nce Alowance. We supported over 20 peop lo apply ft)r benefits {comp8red lo 8 people the previous yearl in addthon to wriknng to over 50 to alert them that they may be entllled to Pension Credit. The additional benefits awarded to individuals total ow £85.1)00 per year. This year we had over 50 tiVe volunteers Ifewer than last year) whJ contrlbut8d ovar 2200 hours {an increase In last yearl in volunteerfng time to our Bclivitses, which rang8d from football instructor. dr1v1ntygng Ilfts lover 25016fts given), group support, newsletter d8lNery, admin and befrien¢th"ng. 11 has become more challenging to recruit more volunteers and we find we ask more of our existing volunteers than before thg pandemic. Wè $uGcessfully recwlted 5 new trustses. all of whom INlng rolgvant skllls and exp6rS8nc6 trj MAECare. We completed a rebrandlng exeidse that Saw a new logo and a new tradlNJ name'moor All8rton Everyone C8res' vthich we hope will provKle a more contemporary image ond move us away from bèirwJ seen as a care home. Unfortunately we received nolfflcadon of reductlon8 kn fundlng for two Servi.. a 209/0 reductton in fLmdiNJ for our Enhance di8chorge sermce and Ihat our fiagship seNc8 Circles of Support for Peop INing with dementia may b8 decommi88i¢xed duriThJ the coming year. This is a signiftcanl concem. Trusteas apwoved a Rlsk Management Pollcy whlch kdentified the top risks to be addressed as a priority. Funding was identified as a maitr risk. Future plan$ We started to refresh our Business Flan. We rK)w h8ve the benefft of thè most racent ¢en8us data has been anal lo identify who we are reaching and Ithere we neod to put our efftjrts. Work is ongoing but completing this refresh WIN be e5#eritial in order to produce a fundraising stratggy to onsure we conllnue lo mggt thg needs of our s8nrice users and potgntial service users. Whilst we wll bbby haré agalnst the possible decommisslonlng of the Circles of Support sèrvic, wè will al Ihg same time have to review our staffin9. and how our frxisling sgrvices and activities can bg r9-corfuT8d to contlnue to meel the rwd8 of the Incrèasing number of people being dTragnosed wth dementia. Key mlnagement remuneratlon The trustees consftler the board of trustees and the Chief OperatiNJ Officer as coMprisg the key manym•nt rsonnÈl of thè charity in chargè of dir8cting and tthtmlling thé charity and 0rating thè charlty on a day to day basis. Al trustees give of their time freety and no trusta8 remuneration was paid in th8 year. Detalfs of trustèe exponses and reIed party transactions are discl)sed in note 9 to the accounts. The pay of the charit$ Chief Operating Officer. Julia Edmunds. is reMewed n01¢allY and nomialty increased in accordance %Mlh average èamings. The remuneration is also benchmarked vllh charities of a similar size and activity lo ensure that the remuneration set is fair and not of line with that generally pald for slmilar ro9.
Moor Allerton Elderfy Care Trustoes. report (continued) for the year ended 31 March 2024 Risk manag•ment The Iruslees have a tjuty lo (denfy and the rlsks to %thlch thè chgrlty L8 expoged and to ensure appropriate controbs Bre in place to provide reasonable assurance ag8Snst fr8ud and error. Organis8tional risk$ are 8ssessed. and sleps are taken to mmgate. The organisational risk assessment 1$ revbwed and amthled annualty. Org8Disalional processes are also re¥d on an ongoing basis. Flnanclal rnvlew The net expendTture for the #r was £28,347. including net expendiiure of £4,9)8 on unrestricted funds and net expendhure of £23,439 on restrlcted funds after transfers. R•s•rv•s poll¢y The chanty holds reserves for the purrM)se of onabling the smooth runnlng of the charity arKJ to allow for an orderty winding up shoubd the charity need to cl)se. Takir4J into account long and mllFM tem) fundlng streams, the twstees detsmine that reseNès of beiween 4 and 6 months of total future budgeted expendre should bg maintained. Based on planne(I spending of approxlmately £276,1)00. this woukj equate lo a10s%tr limf( of £92k and an upper Ilmlt of £138k.
Moor Allerton Elderly Care Trust••s' rnport (contlnu•d) for the year ended 31 March 2024 st•t•ment of trustees. responslbllltle Thg truthes are also the dirertots for thg wrposes of ¢omp8ny lawl arg rgsponsible for preparlng the Trustees report and the fknanckl statements in aGcordanca wlth the appllcable law and UK kcounllng Standard8. Cornry law requlres thè tru8t8es to prepare financial act¥xts for exh ffftanGial ar ththith glve a Irue and fair VIBW of the state of affalrs of the charltabl8 company and of th8 hKomkng rescmjrces and applicalhjn of resources, includlng the thcome and 8xndmurè. ofthe charftable companyfor thè r. In pr8parirvJ lthe flnand statements, thg Irustees are requtyed to: Select siitsbb oG¢ountirvJ polKies ond appty ttlem consblenty. ob$w tho mothods ¥nd Win¢18¥ In tho Charttses SORP: makejutyients and 68tknat•s that aro r•aSonae and prudén( state whether applkats UK accountkng stand8rds have been fdk>w•d, 8uble¢* to wy materlal doparhwos dlsclosed and exFl8ined in the ststements" prepwg accounts on a golng concwn l)8si$ unless it is inapwopriate lo presume Ihat th• chatable coMpY continue in operat1. Th8 tnths are responsble for keeplro proper accountlng records vkdch dlsdose wllh reason18 accuracy at anytEme the fknan¢lal posrtk)n of the ¢horh#ble o)mpany •Th# to ¢nal)l& them to ensure that the financial accounts comply wlth the Companios Act 2006. Tlw arn a180 respon8ble for safegU8rding t1 assets of the atMI hence for taking reasongbk steps for the wehrntion arKI dekction of fraud ond Olr iwulgrilios. ty+• Reporting by Chariknes {CharFlies SORP (FRS102)), and kn accudance thè special pm151ry of the Ccthp3nigs Ad 2006 to small c¥)mpanig$. Approved ty the bLwrd of truslo88 on Signed: ...
Moor Allerton Elderfy Care Charity number 1100645 A cxxnpany bmited ty guarantee number 04352867 Annual Report and Financlal SLqtements for the year ended 31 March 2024 WYCAS eOM¥UIIY £COVN7IF+G vrtsr trOQwSHIRe
Moor Allerton Elderty Care Annual Report and Flnanclal Statements for the year ended 31 March 2024 Content8 Pag• Trustees, report 2to7 Examlnels report Statement of financial activities Balance Sheet 10 Notss to the accounts 11to 18 Pr•parod by V¥o8t Yorkshir• Communlty Accountancy Servlce CIO
Moor Allerton Elderly Care Statement ol Flnanclal Actlvitleg (IlUdIng summary incomo and oxpenditure account) for the year ended 31 March 2024 2024 Unrestricted funds 2024 Restricted funds 2024 Total funds 2023 Total fijnds Incom• from.. Grants, contracts and thn8tion8 Donations and legacles Income from acuvlues Subscrtptions Fundraising Interest In kiTrJ $CeS Total In¢omo 108.733 4,838 37,615 3,780 1.007 8,202 4,400 168,575 121,185 1,750 229,918 6.588 37.615 3,780 1.007 8,202 230,788 2.931 28,708 3.227 1,165 4.400 275.263 122,935 291,510 Expendttur• on: Stsff costs and sessional vlorkers Goods and services providgd Grants and donalior6 madé Travel and trips Training Voluntser expenses Pr8mtses Tdephono Insuranc6 Offi¢e costs and prtnling Indepandènl examlnxtlon In klnd services DepreGtIOn Total •xp•ndtturg N•t Income l {expendlturel Transfers b•tween funds Net movem•nt In funds 125.147 10.338 92,777 6.882 27,827 580 217.924 17.220 27,827 9.159 1,339 1.887 10,359 193,015 21.100 4.024 8,264 2.712 1,757 9.072 3,827 1.857 23.797 1,080 4,400 8.579 1,240 1.814 8,923 3,830 2.158 10.738 1.320 4.400 1.868 180.155 111,5801 73 1.436 2,158 20.766 1.320 4,400 10,028 139,702 {16,767} 319.857 {28,3471 274,90S 358 14.908) 123.439) 128,3471 287,775 259,428 358 Fund balane•8 brought forward Fund balanc carrfed forward 287.417 287,775 241,769 17,659 All Incoming resources and rescMJr¢es expended derive from continuing aGtiviUes.
Moor Allerton Elderly Care Balance 8h••t as at 31 March 2024 2024 2024 UnreS1Cted Restrtcted 2024 Total 2023 Total Flxed a88ets Tangible assets Total fixed asset8 161 5.004 5.004 Current a$$•ts Debtor5 and prepanents Cash al bank and In haThJ Total current a•set# 17) 181 8,651 235.922 244,573 7.465 16,116 246.116 262.232 18,814 277 373 296,187 17,659 Curr•nl Ilabllttlg$: amounls falllng duo wlthln on• year Creditors and accruals Total currenl Il•bllltl•• 8.412 8,412 7,808 7,808 N•t curront aMot81 {Ilabllltl•s) 236,765 17.659 254.424 287.775 Net asèts 241.769 17.659 259.428 287,775 Funds Unrèstrided funds General unrestrictèd fiJnd8 DesvJnated fund8 Unfe8tr1cted luThJs Restri¢ted furKIs Tgtsl funds 241,769 241,769 246,877 110) 241,769 241,769 17.659 259.428 246,677 241.769 17,659 287.TT5 Forthè Y•j)dir 31 Mar¢h 2J24 Ihtr thylla&¢4jmpafty •nlW•dtO OX8rnPtk)n from undermcti 4TT oftho Cc¥nparA¢5 Ad 26 relallffj ttt tsmr41 compantes. The m8mb¥s hove not required thè COrnY lotaIn audlt of cOUnt$ forlhe year Sn qufj6in in 8¢¢tydBrK8 7th sodon 478. The trusto8$1ts are also Ihè dk•¢lor6lorth• purpo808 acknv thwr re5pon8ltllth.es fry0)Mpn9 ThèsBaccixmls have W P¥WMd In accordaru wlth th• K¥o¥lBkJn8 aF%)Ut¢ tOcornpau subitycttotho im411 cf4npgnl8&' rtylrr arnl %yfth FRS 102 leff8cO January 20191. Tho flnancial stslements were apwoved by the board of truths on Signed: ..... ITrust8&) Name.. 10
Moor Allerton Elderly Care Notes to the accounts for th• year •nd•d 31 March 2024 1 Accountlng pollcle Bas18 ol ac¢ountlng Thes8 a¢Unts have been preparad under thè historical cost convenlion Vilh items recognlsed al cost or Iransaclion value Un$$ otherwse stated in the relevant nole($l to these accounts. The financial statement$ have been prepared in accordance vAth the Statement of RecoMmded PTactic8.' Accountlng and Reporting by Charities preparing their aG¢ounts in aCrdance with the Financlal Rw)rting Standard akwlicable Sn Ihe UK and Republk of Ireland (FRS 1021 (effective 1 January 2019) and wilh th8 CharItS Act 2011. The charity c¢)n$titute$ a public benefit gnlity a8 tjefined by FRS 102. There has been no change to the accounting polldes slnce last ygar. No changes h8Vg been made to the accounts for preou8 Y8. Golng concern The trustees are satisfied that there are no m8terlal uncertaintw about the Charitys abilty to continue. In¢omlng rn*our¢•s AJI incoming rèsourcès are induded in the Statemenl of Financial AclNities (SOFA) when the charity becomes enUtle(I lo the resources, if it is more likely than not that the trustees will receive the resources and the mon8tary value can b8 measured with sufficient reliability. Grnnts afbd donallonl Grants and donations are onty Induded h the SOFA when tho chanty has unconditK)nal enlmement to the r8styJrc8s. Where grants are r8Jal8d to performancè and specffi¢ deliveroble5. W are accounted for as th• charity eam8 the rvJht tti ¢onsideration by ks perfofmance. DOrted assets, f8cilibe8 or $eNces are valued al thelr estimated value to the ¢haffty. This is IhB price that the charity estimates it wuld pay in the open market for equivalent ttems- or servic&s and facilities of equivalent utilty to the dwrity. ExndIture and Ilabllltles Expgnditure 1$ r8ccgnis8d ¢)n an 8ccrual b8sis as a liablty 18 incurred. Liabilities are recognised ere it is more likety than not that there is a legal or Construcve obligation commiitsng the charity lo pay out the resources and th8 amount of the oblallOn can be measured ¥th reasonable certainty. Taxallon As 8 charity the org8nl8allon benefts from rttes relief and is gener81ty exempt from income tax and capital gains tax trt rK)t from VAT. Irrecoverable VAT is included in the cost of those items to lch it relates. Tanglble fixod assots Tangible fLxed assets are capitali5ed and inclvded al cost Incknding any Inddentsl 8xpens6s of uisltion. Grftod assets ara shown at th8 value to th8 charfty on raipt. Depreciation is provided on all tangle fixed ossets al rates calculated to wrlte off the co81 on a stralght 1Sn& basis over thelr expeclad usefLtI economic Ilves as folkJws= Offiee equlpment: over 4 years 11
Moor Allerton Elderly Care Notos to the accounts for the year ended 31 March 2024 1 A¢¢ountlng pollclès contlnued Ponslons The ctharity operates 8 defined contribution 8cheme for benefit of its employees. The costs of contributions are regnISe<l in the year they are payable. Fund accountlng Unrestrict$ funds are available for use at the discretion of the trustees in furtherance of thg general objecliv6s of the Charity. Designated furKls are unrestricted fvnds earmarked by the Iruslees for partioular purposes. Restricted funds are subS8cted to restrictlon8 on thelr expenijiture imposed by the donor or through the terms of an appeal. Further explanalK of the nature and purpose of each fund is included in the notes to the 8ccounts. L•a868 Rents under operating aeS are Gharged on 8 $traight line basis over the le8¥e term or to an earler date rf the lease can be delemiined thout flnanual penalty. 12
Moor Allerton Elderly Care Notes to tho accounts continued for the year ended 31 March 2024 2 Grants and ¢ontrdcts 2024 Unreslricled funds 2024 Restride funds 2024 Totsl 2023 Total ftjnds BUPA Foundadon L8eds Culture Trust Leeds City Council {Core Grant) Leeds City Council {Oiher grants) Leeds Okler People's Fonm ILOPFI Masonlc Charitsble FndatIOn National Lottery Communty FurKI INLCF) NHS Integrated Care Board Skiplon BulldSng Sc¢lety VduntsryAdion Leeds Wad88 Char Garfield Weston Leeds Culture Tnjsl NHS Integrated Care Board 1.620 1.920 77.9 77,909 20,071 50,800 77,910 14,875 45.548 5.000 20.071 50.800 5,000 11.962 11,962 29.204 1.008 28.650 3,0 29,204 1,008 28,650 3.000 18.500 25.000 300 41.735 230.788 108,733 121,185 229,918 3 Staff costs and numbers 2024 2023 Gros8 salarles Sockil security costs Empknymenl allowance Penslons S¢$$ional thers and othèr $taff Costs 191.071 13,170 15.OOQI 171,673 12.146 {5,Oc} 3.633 10,563 193,015 217.924 Thg average number of empws dudng thg year was 10.9, belng an aver8ge of 6.4 fv11 me equiv81enl 12023.. 9.8. 6 FTE). There were no 8mployee8 th amolumenls above £60.¢JOO. Dofin•d contrlbutlon ponslon schemè 2024 2023 C05t5 of the scheme to the charity for Ihe year Amount of any conlribulions oulstanthng at the year end Amount of any contribution¥ prepaid at the year end 3,633 13
Moor Allerton Elderly Care Notes to the accounts contlnu•d for the year ended 31 March 2024 4 Qrnnt maklng 2024 Grants to institutions 2023 Grants lo StItionS 2024 Grants lo irKIivKlua18 2023 Grants to IndivKluals Gift vouchers GNe A Grfi Llngfield Llvlng Local Lwjs Community Spaces Barca Chab8d LubavitL Si Bamabas ChurGh Sl. Johns ChUh Moortchyn Mothodist Church Grace & Care MoDr Church 500 2,000 6.WO 3.915 3,915 1.855 1,122 114 1,700 Total 19.827 2.024 MAECore was asked by Volunlary Action Leeds to hold Household Support Fund for the Alwcxjdley Ward to dlslrlbute to kncal people In need by reason of financial hardship. Thi$ %was delivered erfh8r by MAECare distribulryj shopping and fuel vouchers to older people or by passing grants to other local organi8alion$ which provided similar support to th8 wider community, in particulor working age famllles. 5 R•8trlct•d funds Balance blf kncoming Outgoing Transfers Ba18nc¥ cff LCC - 100% Dlgltal LCC- Annual Celebratft LOPF - Brighter Days Breakfast LCC- Community Connection$ LCC- complernentaryTheraps LOPF- Enhgn¢8 LCC - Getting Older & sn9 Healthy LOPF- Healthy Warm & Well VAL - Household Support Fund Leeds 2023 VAL- LiStIng Well Exerctse NHS - Local Care Parthership VAL- Local Warm Spac8 Masonic Charitable Foundal)n NLCF VAL- Nelghbourty Wamlh LCC- Hov8in9 A80ry Prthct Skiplon Buikling Sociaty Wades Charity Walking Football Donation 8.201 2,537 750 1.148 3.472 1,753 50,062 9,059 1.182 19,598 694 (5.664) 750 1,148 4,000 $28 47 8,926 1,800 49.652 9,059 9.336 1,182 107 20,000 509 1,100 1.10D 13.046 13,046 S,OCQ 11.962 982 8.462 5.000 11.962 950 8.462 1,008 3.lJOO 11,0081 3,000 395 139.702 41,098 122,935 {6.672 17,659 14
Moor Allerton Elderly Care Notes to the accounts contlnued for the year •nd•d 31 March 2024 5 R•strkted fvnds continu•d Fund name LCC - 1(K)% Dlgttal Purpose of restrlcllon To tske on the role of Dlgllal Healih Hub and joln the Central Local Care Parlnershp Digital Heath Club netsvork. The transfer rekgles to the purchase of tanglble flxed assets. Towards a local sodal èvent th our seMG8 useT8. To piovide the Winter breakfast club running ev¢ry Frld8y from October to December 2023. Funded by Leeds Cty Council Housing Advisory Panel. Community Connections gUPWrts dlglt81 Sncluslon actimlies. To wovlde k)w cost massage, refl&xolooy, reiki and art lo help improve physi001 and emotional wellbeing. Fund8d by L88ds Community Hoalthcare Trust, a prolec* to 8UPPOrt pooplg leaving hospital to live indeFendentiy in th9ir own homes. LCC- Gettkng Older & Stsn9 Healthy Fundlng towards staff costs for the prc4ecl Sponsored by th8 LCC Communities Team. Funded by Leeds Okler PpIe,S Forum, th18 supports our ongoing eakfast club activity- To supptyfood an(J fuel vouchers for those in need from the local communty. As an anchor organisallon for the L8eds 2023 Year of Culture. to provide signposting serv408 lo kay IrKal conlacls and host a vrdlking fcM)tball event held Sn Summer 2023. To fund our parbop8tion in the Local Communty Anchor Network's e¥erci58 to hear from kncal communrbes as to whavs important lo thgm. Fundad by NHS Int8grAtad Cara Board to tsCk b)calised health inequalities. To provide a nelwork nelghbourhood Leed$ ¥IcOMe space co-ordlnation lo fund to enab communlty OrganIsaOn5 to provlde a welcome spo¢e. A grant that supports our befriending service for older people in LS17. Volunteers are matched th an c4der person is soclalty Isolated and generalty housebwnd. unabb to get out and about. Funding to maintaln current advlce service lo m881 increase in demaTrJ until 31st Mwch 2024. This is achieved through staff providing the additnal capacity required to deliver the increase in demand. The fund enables support to bè given to lo1 communlty organisallons Ihat can bring people together in wami spac88. Fundiry from the LCC Outgr North East Advk80ry Panel for Dtgltal IncluSn, conlribuling lo slaff costs. Funding to purchase a new woI8ctor usgd for fllm screenlngs at MAECar8'8 prgmlses. Thg transfer rglales to thg purcha88 of tar¥Jiblfr fixed assets. To contribula towards the cost of providing various sodal actlMli8s to seM¢e users, including transport, hosting meals out. an(J film screenlngs. A restrict donation to be use(1 lo purchase equipment for the Extra-Timers Waking F¢)Otball Grp. LCC- Annual Celebr8tlon LOPF- Brighlor Days Brgokfast LCC- Community Connectic LCC- Complementary Thor8ple8 LOPF- Enhanc8 LOPF. Healthy Wann & Wdl VAL- Household Support Fund Le8ds 2023 VAL - Listening Well Exercise NHS- Local Care Partnership VAL- Local Wam Space Masonlc Charitable Foundation NLCF VAL- Ndghbourly Warmth LCC - Housing Athst)ry Proje Sklpt(m Bulldiro Sodety WaJ8s Charity Walking F(M)tball Donation 15
Moor Allerton Elderly Care Notes to the accounts contlnued for the year ended 31 March 2024 6 Tanglblo assets Office equlpment Total Cost Al 1 April 2023 Addltions At 31 March 2024 6.672 6,672 6,672 D• reclatlon Al 1 April 2023 Charge for y8ar At 31 March 2024 1,668 1.668 Not book valu At 31 March 2024 5,004 At 31 Marc*t 2023 7 D•bt¢rs and prepayments 2024 2023 Debtor8 Prepayments Accrued incom8 7.439 1,637 8.550 1.450 16.116 18,814 8 Cash •t bank and In h•nd 2024 2023 Cash at bank Cash in hand 245.700 416 246.116 277,080 293 277,373 9 Creditors and a¢¢wal$ 2024 2023 CredFtors Ac¢ruaL8 Deferred inwme {seg note bdow for analyEis) Other credllors 1.220 3,962 1.920 706 7,808 2,917 3,225 2,270 8.412 Def•mid InGom• Deferred next yEar Released from last Members subscription Trips 1,920 2.225 1,920 2.270 It•m name Members subsuiption Trips Roa$on for d•f•rral Fees received in advance Fees received in advance 16
Moor Allerton Elderly Care Not•s lo th• ac¢ounts continued for the year ended 31 March 2024 10 D•slgnat•d funds Balance bjr Incomlng Cwlng Transfor$ Balance Gff Redurbjancy prwsl)n 10,000 10,000 10,000 110,CW) Fund n•m• Redundancy provislon Roason for d•8lgn•tlon The balance from the previous year h85 bgen transferred back to unr9sfri¢ted funds and the res8rv8s policy fOnLated to include Cover for nding up ¢o$ts including r8dundancies. 11 Relat party trangactlon$ Tru8to0 oxp•n8es Dur(ng the year 1 trustee was paid a total of £2 in respect of travel (previous year.. 1 trustee £21. Trustse r•muneratlon and ben•fits No trnslee rec8lved any remuneration or benefft dudng Ihls or the pretlous ygar. R•munoratlon and bènellls rec•lved by kay management yrsonn•l The total employee beneflts rerEived by key rnanagemenl personngl re £35,159 (previous year.. U3.9501. 12 Donat•d goods and #•rvl¢e• During the year the charity's newsletter wa8 sponsored by a third paty. The Va of thè sponsorship was £4.4&) I2023'.£4.400). 17
Moor Allerton Elderly Care Statem•nt of Fin4nclal Activitlos Includlng comparatlves for all funds (Includlng summary Income and expendlture account) ftlr the year ended 31 March 2024 2024 2023 2024 2023 Unrostrictad Unr8stri¢ted Reslricled Restricted funds furKIs funds funds 2024 Total fundg Total funds Inrne Grants, contracts and donotions Donations and legaCS Income from actiwlies Subscriptiorbs Fundralslng Interest In klnd sèrvices Total incom• 108,733 4,838 37,615 3,780 1.c7 8.202 4.400 168.575 133,649 2.931 28.708 3,227 1,165 121.185 1,750 97.139 229.918 6.588 37,615 3,780 1,007 8.202 230,788 2,931 28.708 3.227 1.165 4.400 178.124 4,400 275,263 122,935 97.139 291,510 Expandlture Staff costs and sesslonal wotl(ers Goods and services provKled Grants and dOnaOn$ made Travel and trips Training Voluntser expenses Prernises Telephone Insurnncg offi costs and prlnung Independent examinatK)n In kind servlces Dgpreciat Total •xperltUrn Net Inme l {exp•ndttur¢) Transfers betWn funds Nfjt movem•nt in fund$ 125.147 10,338 146.966 7,935 92.TT7 6.882 27,827 580 99 73 1.436 46.049 13,165 4,024 217,924 17.220 27,827 9.159 1.339 1,887 10.359 193.015 21.100 4.024 8,579 1,240 1.814 8.923 3.830 2,158 10.738 1.320 4,400 1,668 180,155 200,549 (11,580} {22,425) 6.672 14,9081 7,974 1,745 1.709 9,072 3.827 1,857 13.984 1.080 4,400 967 48 2.712 1,757 9.072 3,827 1.857 23.797 1,080 2.158 20,766 1.320 4,400 10.028 9.813 139,702 (16.767) 74.356 22.783 319,857 128.3471 274,905 358 {22.425) {23.439} 22,783 {28,3471 358 Fund balan¢•s brought forward Fund balan¢e• ¢arriod fOard 269 102 246.677 287 775 259.428 287.417 287.775 241,769 17.659 41.098 18
Moor Allerton Elderfy Care Charity number 1100645 A cxxnpany bmited ty guarantee number 04352867 Annual Report and Financlal SLqtements for the year ended 31 March 2024 WYCAS eOM¥UIIY £COVN7IF+G vrtsr trOQwSHIRe
Moor Allerton Elderty Care Annual Report and Flnanclal Statements for the year ended 31 March 2024 Content8 Pag• Trustees, report 2to7 Examlnels report Statement of financial activities Balance Sheet 10 Notss to the accounts 11to 18 Pr•parod by V¥o8t Yorkshir• Communlty Accountancy Servlce CIO
Moor Allerton Elderly Care Indep•nd•nt oxamlnerfs rnport to the trustees of Moor Allerton Elderfy Care I reporl to the charity trustees on my examlna11on of the aCnIS of the charitable company for the year ende(J 31 March 2024, are set out on pages 9 to 18. R•sponslbilitl•s and b18 of roport As the charivs trustses of the charitable company land also rts directors for the purposes of company lawl you are re8pon8lble for the weparalion of tha accounts in ateordancè vAlh the requiroments of the Companles Act 2rM)6 2006 Act.). HavlrwJ satisfied myself that the accounts of charitae company are not required to b8 audited urK4or Part 16 of the 2006 Aci and are eligib for independent examination. I i&port In r8spgCt of my examination of wjur charitys accounts as carrbd OLrt under secllon 145 of the Charities A(1kn8 2011 Act'l. In Cang out my 6xamInaon I have foNowed thè Dirocttons given by the Charity Commission under seclfion 145151(b} of th6 2011 Act. Indepondont •xamln•rf$ $tal•m•nt Since tha charflable compan$ gross inwne exceede¢l £250.000 your examiner must be a ftllow of a body listed in 58Cth)n 145 of the 2011 Act. I confim that l am qualfftgd to undgrtake the examlnatknn bocause l am a tsllow of ACIE vthith18 one of the Ilsle(I bodlgs. I have completed my examination. I confirm that no material mattors have mmo lo my 8tt&nlh)n in ry)nnectlon with the examinalion givlng me cause to bellgve that in any materi81 respect 1 accounting records were not k8pI In respect of th8 company as requlrad by Secti 386 of the 2006 Act 01 2 the accounts do not vAth those records.. or 3 thg accounts do mpty with Ihe accountlng requlrements of 80cllon 396 ofthe W06 Act other than any requlrement that the accounts give o Irue •nd fair vievl which is not a matter considered as part of an independent eX8min8ti. or 4 the COUnts have not been prepared In accordance vJilh the metr1$ an¢J prieS of the Statgment of Recommended Pr8Ctlce for aCcn11ng and rertIng by ¢harikne$ [appli¢able lo charilies preparing their occounls in accordance the Flnancial Reporting Stsndard applicable in the UK and Republk of Ireland IFRS 102)]. I have M concems have ecNne across no other matters in connection th the examinatn to which attention shouhj be (Irawn in report in order to aftae a prOT understanding of tho accounts to be roached. Signed: Name: Simon Bostrom FCIE 28 August 2024 West YYkshlr• Communlty A¢¢ounlan¢y S•r*l¢• CIO Stringer House 34 Lupton Street Leeds LS10 2QW