OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-03-31-accounts

COPE Annual Report 2023-24

During the year, COPE eventually recovered from the covid lockdown and member's concerns regarding the fear of catching covid. It has though reduced the number of members attending outings, such that some were cancelled. Also there has been difficulty in finding members willing to become trustees or volunteer to help with the Charities work load. We are, however, continuing to advertise and urge members to help in any way they can.

To keep in touch with its members, COPE continued to produce a 20 page bimonthly Newsletter. For this we must thank Nick Brenton for ensuring it was prepared for the printers on time. This was posted or emailed as required to not only all members, but also to Local Councils, Community Centres, GP Clinics, libraries, Care homes, etc. The Newsletter besides giving local information gave information on local activity groups, social meetings, outings, members lunches , etc. Above all it gave details of campaigns that COPE conducts on behalf of its members, these are against loneliness and isolation of older people, over digitalisation, loss of cash.

To help with the reduction of isolation and loneliness Talking Together continued to florish. Deborah Katznelson ensured that four sessions were held during the year, with an eclectic variety of subjects for those taking part to discuss. The administrator, Sally Fenn retired and was replaced by Sonia Leach. A successful Zoom trial was held.

Social Meetings continue to be held at Queen Edith's Chapel, and St Ives Corn Exchange. Both continued to attract 30 to 40 members who enjoyed talks and refreshments. Successful lunches for the Coronation, Christmas and Spring were held at the Cambridge Regional College, with a Christmas lunch at the Golden Globe, St Ives. Unfortunately, the Victoria Road Friendship Club was closed through lack of support.

As COPE is free for anyone living in Cambridgeshire who is over 50, COPE relies on grants from Local Councils, Community Funds, Donations etc to enable it to operate. Unfortuately, Budget cuts have neant that many funds have been seriously reduced, and that from the County Council cancelled. COPE is therefore seeking funds from other sources, such as the National Lottery. We must thank the many members who have made donations totalling over £2,000 during the year. Membership numbers in spite of the loss of many members continued to increase with a total at the end of the year of 2,870.

The present Committee still only consists of six trustees, David Bailey (Chairman), Peter Murfitt (Treasurer), Jenny Jenks (Secretary), Deborah Katznelson (Talking Together), Brian Reynolds and Doreen Ryan. Volunteers are Nick Brenton (Computer) Michael Bloy, Barbara Oliver, Ida Patel and Monica Rae. In spite of repeated requests for members to help either as volunteers or trustees, there has been a lack of applicants. The St Ives Group main committee members are Angie Walters, Chi Kau Tsang and Tony Moffat, the previous treasurer Carol Burrows having resigned. Qiuxiang Chen ensures the Newsletters and COPE notices are successfully sent to those who choose to receive them by email.

On a personal note I would like to thank all those trustees, volunteers and members who have contributed over the years to continue ensuring the success of COPE, and that it continues to be the Older People's champion in Cambridgeshire. As I said last year, I will be relinquishing as soon as possible the role of Chairman, although I will be around to help if and when asked.

David Bailey.

COPE - Cambridgeshire Older People's Enterprise Registered Charity No: 1110887 Receipts and Payments Account for the Year 1 April 2023 - to 31 March 2024

Receipts
Grants - Cambridge City Council - Community
Grants - Cambridge City Council - South Area Com
Grants - Cambridgeshire County Council
Grants - South Cambs District Council
Grants - Cambridge City Council – Talking Togethe
Grants – Pye Foundation – Talking Together
Grants – Leys School – Talking Together
Grants – Childwick Trust – Talking Together
Grants – Cambs CC Community Fund – Talking Tog
Grants - Evelyn Trust
Grants – Huntingdon District Council – St Ives
Donations - Members
Fundraising Income
Activity – Rafe
Activity – Sale of Refreshments at AGM/Events
Activity - Lunch Income
Activity – QE
Activity – Victoria
Activity – St Ives – Admission & Outing Fees
Activity – St Ives – Christmas lunch
Newsletter Advertising Income
Weather Lottery Income
Bank Interest
HMRC – Gift Aid
Other Income - Misc
Payments
Activity - Hall Hire - Queen Edith Group
Activity - Speaker Fees - Queen Edith Group
Activity - Other Costs - Queen Edith Group
Activity - Hall Hire – Victoria
Activity – St Ives Meetings – Hall hire & Speakers
Activity – St Ives Outings – Coach & Entrance fees
Activity – St Ives – Christmas lunch
Activity – St Ives – Rafe Prizes
Activity - Newsletter Printing
Activity – Talking – Facilitators
Activity – Talking – Phones/Zoom
Activity – Talking – Events
Activity - Lunch Costs/Xmas Lunch Deposit
Activity – Events
Activity - AGM Costs
Advertising / Consultants Costs
Rent - St Luke's Community Centre
Insurance
Bank Charges
Postage
Admin & Stationery
Telephone
Ofce Refreshments
Website Costs
Net Income / (Expenditure)
Transfers between funds
Opening Balance brought forward at
01-Apr-23
Closing balance carried forward at
###
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
Total
Unrestricted
Funds
Restricted
Funds /
South Cambs
DC 30%
Restricted
Funds /
Cambs
County
Council 54%
Restricted
Funds /
Cambridge
City Council
46%
Restricted
Funds /
TALKING
TOGETHER
Project
Unrestricted
Funds /
TALKING
TOGETHER
Project
Restricted
Funds / St
Ives
Unrestricted
Funds / St
Ives
2,000.00 2,000.00
mittee 1,050.00 1,050.00
10,092.00 10,092.00
2,000.00 2,000.00
r 2,000.00 2,000.00
1,655.00 1,655.00
1,250.00 1,250.00
4,000.00 4,000.00
ether 7,000.00 7,000.00
0.00
600.00 600.00
2,083.00 18.00 2,101.00
0.00
88.20 311.92 400.12
55.00 55.00
6,155.50 6,155.50
244.51 244.51
34.00 34.00
6,519.00 6,519.00
0.00
1,000.00 1,000.00
0.00
396.63 396.63
701.10 701.10
0.00
10,757.94 2,000.00 10,092.00 3,050.00 15,905.00 0.00 600.00 6,848.92 49,253.86
83.50 200.00 100.00 383.50
15.00 40.00 20.00 75.00
213.87 213.87
360.00 360.00
886.60 886.60
5,165.50 5,165.50
991.00 991.00
155.82 155.82
3,445.51 916.50 6,757.00 1,577.00 12,696.01
4,602.77 4,602.77
2,987.27 2,987.27
197.21 197.21
1,500.00 1,500.00
1,300.09 485.00 1,845.00 380.00 4,010.09
822.37 822.37
283.00 283.00
500.00 1,250.00 613.00 2,363.00
96.00 96.00
0.00
0.00
307.05 631.12 173.82 1,111.99
839.29 839.29
0.00
0.00
0.00
8,524.18 2,000.00 10,092.00 3,050.00 8,504.16 197.21 886.60 6,486.14 39,740.29
2,233.76 0.00 0.00 0.00 7,400.84 -197.21 -286.60 362.78 9,513.57
-316.02 0.00 0.00 0.00 0.00 316.02 0.00 0.00 0.00
30,789.71 0.00 0.00 0.00 2,405.80 2,462.85 1,346.70 1,168.21 38,173.27
32,707.45 0.00 0.00 0.00 9,806.64 2,581.66 1,060.10 1,530.99 47,686.84

RESTRICTED INCOME FUNDS

RESTRICTED INCOME FUNDS
Year Ending 31 March 2024Accounts
Fund Name
Fund
Balances
b/fwd
at 01 April
2023 £
Incoming
Resources
£
Outgoing
Resources
£
Transfers
£
Balances
c/fwd
at 31 March
2024
£
ment of Assets and Liabilities as at: 31
Bank – Lloyds (28621960)
Bank – Lloyds (32561368) TT
Bank – Lloyds (45107268) St Iv
Building Society - Cambridge
Petty Cash
March 2024
Cambridge City Council - Community
-
2,000.00
2,000.00
-
-
Cambridge City Council - South AC
-
1,050.00
1,050.00
-
-
Cambridgeshire County Council
-
10,092.00
10,092.00
-
-
South Cambs District Council
-
2,000.00
2,000.00
-
-
Evelyn Trust
2,405.80
-
-
2,405.80
Cambridge City Council – Talking Together
-
2,000.00
1,060.00
-
940.00
Pye Foundation – Talking Together
-
1,655.00
884.16
770.84
Leys School – Talking Together
-
1,250.00
680.00
570.00
Childwick Trust – Talking Together
-
4,000.00
2,130.00
1,870.00
Cambs CC Community Fund – Talking Together
-
7,000.00
3,750.00
3,250.00
Huntingdon District Council
670.00
600.00
576.60
693.40
St Ives Parish Council
676.70
-
310.00
366.70
Total Funds
3,752.50
31,647.00
24,532.76
-
10,866.74
11,510.97
12,388.30

2,591.09
21,110.82
85.66
47,686.84

COPE - Cambridgeshire Older People's Enterprise Registered Charity No: 1110887 Receipts and Payments Account for the Year 1 April 2023 - to 31 March 2024

Receipts
Grants - Cambridge City Council - Community
Grants - Cambridge City Council - South Area Com
Grants - Cambridgeshire County Council
Grants - South Cambs District Council
Grants - Cambridge City Council – Talking Togethe
Grants – Pye Foundation – Talking Together
Grants – Leys School – Talking Together
Grants – Childwick Trust – Talking Together
Grants – Cambs CC Community Fund – Talking Tog
Grants - Evelyn Trust
Grants – Huntingdon District Council – St Ives
Donations - Members
Fundraising Income
Activity – Rafe
Activity – Sale of Refreshments at AGM/Events
Activity - Lunch Income
Activity – QE
Activity – Victoria
Activity – St Ives – Admission & Outing Fees
Activity – St Ives – Christmas lunch
Newsletter Advertising Income
Weather Lottery Income
Bank Interest
HMRC – Gift Aid
Other Income - Misc
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
Total
Unrestricted
Funds
Restricted
Funds /
South Cambs
DC 30%
Restricted
Funds /
Cambs
County
Council 54%
Restricted
Funds /
Cambridge
City Council
46%
Restricted
Funds /
TALKING
TOGETHER
Project
Unrestricted
Funds /
TALKING
TOGETHER
Project
Restricted
Funds / St
Ives
Unrestricted
Funds / St
Ives
2,000.00 2,000.00
mittee 1,050.00 1,050.00
10,092.00 10,092.00
2,000.00 2,000.00
r 2,000.00 2,000.00
1,655.00 1,655.00
1,250.00 1,250.00
4,000.00 4,000.00
ether 7,000.00 7,000.00
0.00
600.00 600.00
2,083.00 18.00 2,101.00
0.00
88.20 311.92 400.12
55.00 55.00
6,155.50 6,155.50
244.51 244.51
34.00 34.00
6,519.00 6,519.00
0.00
1,000.00 1,000.00
0.00
396.63 396.63
701.10 701.10
0.00
10,757.94 2,000.00 10,092.00 3,050.00 15,905.00 0.00 600.00 6,848.92 49,253.86
Payments
Activity - Hall Hire - Queen Edith Group
Activity - Speaker Fees - Queen Edith Group
Activity - Other Costs - Queen Edith Group
Activity - Hall Hire – Victoria
Activity – St Ives Meetings – Hall hire & Speakers
Activity – St Ives Outings – Coach & Entrance fees
Activity – St Ives – Christmas lunch
Activity – St Ives – Rafe Prizes
Activity - Newsletter Printing
Activity – Talking – Facilitators
Activity – Talking – Phones/Zoom
Activity – Talking – Events
Activity - Lunch Costs/Xmas Lunch Deposit
Activity – Events
Activity - AGM Costs
Advertising / Consultants Costs
Rent - St Luke's Community Centre
Insurance
Bank Charges
Postage
Admin & Stationery
Telephone
Ofce Refreshments
Website Costs
Net Income / (Expenditure)
Transfers between funds
Opening Balance brought forward at
01-Apr-23
Closing balance carried forward at
###
83.50 200.00 100.00 383.50
15.00 40.00 20.00 75.00
213.87 213.87
360.00 360.00
886.60 886.60
5,165.50 5,165.50
991.00 991.00
155.82 155.82
3,445.51 916.50 6,757.00 1,577.00 12,696.01
4,602.77 4,602.77
2,987.27 2,987.27
197.21 197.21
1,500.00 1,500.00
1,300.09 485.00 1,845.00 380.00 4,010.09
822.37 822.37
283.00 283.00
500.00 1,250.00 613.00 2,363.00
96.00 96.00
0.00
0.00
307.05 631.12 173.82 1,111.99
839.29 839.29
0.00
0.00
0.00
8,524.18 2,000.00 10,092.00 3,050.00 8,504.16 197.21 886.60 6,486.14 39,740.29
2,233.76 0.00 0.00 0.00 7,400.84 -197.21 -286.60 362.78 9,513.57
-316.02 0.00 0.00 0.00 0.00 316.02 0.00 0.00 0.00
30,789.71 0.00 0.00 0.00 2,405.80 2,462.85 1,346.70 1,168.21 38,173.27
32,707.45 0.00 0.00 0.00 9,806.64 2,581.66 1,060.10 1,530.99 47,686.84

RESTRICTED INCOME FUNDS

Year Ending 31 March 2024Accounts 31 March 2024Accounts
Fund Balances
Balances c/fwd
b/fwd Incoming Outgoing at 31 March
at 01 April Resources Resources Transfers 2024
Fund Name 2023 £ £ £ £ £
Cambridge City Council - Community - 2,000.00 2,000.00 - -
Cambridge City Council - South AC - 1,050.00 1,050.00 - -
Cambridgeshire County Council - 10,092.00 10,092.00 - -
South Cambs District Council - 2,000.00 2,000.00 - -
Evelyn Trust 2,405.80 - - 2,405.80
Cambridge City Council – Talking Together - 2,000.00 1,060.00 - 940.00
Pye Foundation – Talking Together - 1,655.00 884.16 770.84
Leys School – Talking Together - 1,250.00 680.00 570.00
Childwick Trust – Talking Together - 4,000.00 2,130.00 1,870.00
Cambs CC Community Fund – Talking Together - 7,000.00 3,750.00 3,250.00
Huntingdon District Council 670.00 600.00 576.60 693.40
St Ives Parish Council 676.70 - 310.00 366.70
Total Funds 3,752.50 31,647.00 24,532.76 - 10,866.74

ment of Assets and Liabilities as at: 31 March 2024

Bank – Lloyds (28621960) 11,510.97 Bank – Lloyds (32561368) TT 12,388.30 Bank – Lloyds (45107268) St Iv 2,591.09 Building Society - Cambridge 21,110.82 Petty Cash 85.66 47,686.84

X | CHARITY COMMISSION | Independent examiner's report on the (oka) FOR ENGLAND AND WALES accounts

Section A Independent Examiner’s Report

Report to the trustees/ _ . _ members of CAMBRINEESHIAE OLDER PEDPLES ENTERPAISE On accounts for the year Charity no ended | Sit Maacy 2024 (itany)| '1108&7 | report to the trustees on my examination of the accounts of the above charity (‘the Trust’) for the year ended . Responsibilities and As the charity's trustees, you are responsible for the the preparation of the the basis of report accounts in accordance with the requirements of the the Charities Act 2011 (‘the Act”). | report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent [The charity’s gross income exceeded £250,000 and | am qualified to examiner's statement undertake the examination by being a qualified member of [insert name of applicable listed body]]. Delete [ ] if not applicable.

Responsibilities and As the charity's trustees, you are responsible for the the preparation of the the basis of report accounts in accordance with the requirements of the the Charities Act 2011 (‘the Act”).

| have completed my examination. | confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:

| have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

IER

----- Start of picture text -----
* Please delete the words in the brackets if they do not apply.
signed: [Woes [ [Difor] TU I_|
Name: |CAa\StoPHER AWG BARTON
Relevant professional N |
qualification(s) or body A
1 Oct 2018
----- End of picture text -----