## **Improving the lives of older people** 

## **Making later life a fulfilling and enjoyable experience** 

## **ANNUAL REPORT 2023-2024** 

**Registered Charity No 1111678 Registered Company No 5409543** 

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**Age Concern Mole Valley** 

## **CONTENTS** 

|**PAGE No’s**||
|---|---|
|**3**|**Legal & Administration**|
|**4**|**Report of the Trustees from the CEO**|
|**15**|**Message from the Chairman**|
|**16**|**Financial Review**|
|**17**|**Report of the Independent Examiner**|
|**18-20**|**Receipts & Payment Accounts**|
|**21**|**Income & Expenditure Funds**|
|**22**|**Balance Sheet**|
|**23-24**|<br>**Notes forming part of the Financial Statements**|



## **LEGAL & ADMINISTRATION** 

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**Age Concern Mole Valley** 

## **Registered Charity Number: 1111678** 

(England and Wales) 

## **Registered Company Number: 5409543** 

(England and Wales) 

## **Registered Address** 

The Point, Mayflower Centre, Lyons Court, Dorking, Surrey RH4 1AB 

## **Executive Committee** 

Chair Sally Dubery Trustee Elaine Machin Trustee Dennis Wickham 

All members of the Executive Committee are Trustees and Volunteers, and we thank you for your support. 

**Staff** Chief Executive Officer Sonia Hubbard Information & Signposting Officer Julia Gallagher (Retired Dec 23) Volunteer Coordinator Andrea Kelley (Retired Apr 23) Administrator June Mills Volunteer Coordinator Radhika Lakshman (Appointed May 23) Befriending Service Coordinator Zoe Stockwell (Appointed Jan 24) 

## **Bankers** 

H S B C, 18 North Street, Leatherhead, Surrey KT22 7AR 

## **Independent Examiner** 

Andrew Wheeler, Taxsense Accountants, 203 West Street, Fareham, Hants PO16 0EN 

## **REPORT OF THE TRUSTEES FOR THE** 

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**Age Concern Mole Valley** 

## **12 MONTHS TO 31 MARCH 2024** 

The Trustees present their report with the financial statements of the charity for the year ended 31 March 2024. 

The Trustees have adopted the provisions of the Statement of Recommended Practice known as FRS 102 (SORP) introduced in January 2015. 

## **Structure, Governance and Management** 

The company is registered as a charitable company limited by guarantee and was set up by Memorandum and Articles of Association. Age Concern Mole Valley is run by an Executive Committee of Trustees. The Committee meets every 2 months. 

The  charity  has  a  strategic  business  plan  for  2016-24  in  place,  which underpins  the  direction  taken.   However,  the  vision  and  mission  of  the charity  and  taking  into  account  the  many  challenges  and  opportunities, means  the  charity  also  needs  to  be  flexible  and  ready  to  respond  to environmental changes. 

## **Vision and Mission** 

The  vision  of  Age  Concern  Mole  Valley  is  all  encompassing  and  clear, ‘Improving the lives of older people’ and the mission is ‘Making later life a fulfilling and enjoyable experience’.  These both underpin all that the charity aims to accomplish in the future. 

Age Concern Mole Valley will continue to support older people over 50, but will focus service delivery on people who have reached the statutory pension age and above. 

## **Values and Strategic Aims** 

The key strategic aims of focus that underpin the charity’s direction are as follows: 

- **Reduce loneliness and isolation in Mole Valley for older people** 

- **Improve the health and wellbeing of older people** 

- **Make greater connection with the local community** 

- **Provide an accessible Information & Signposting Service for older peoples’ needs** 

- **Increase awareness of Age Concern Mole Valley’s services** 

- **Increase partnership working** 

- **Build  a  fundraising  programme,  supporting  the  provision  of services and providing long term stability to ACMV** 

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**Age Concern Mole Valley** 

Each of these key aims has underlying objectives and outcomes, so that Age Concern Mole Valley can focus on achieving its vision of ‘improving the lives of older people’ and its mission of ‘Making later life a fulfilling and enjoyable experience’. 

## **Activities** 

Age Concern Mole Valley has provided consistent office opening hours in Dorking, four days a week, Monday, Tuesday, Thursday, 09.00 am-1.00 pm., and  Friday  09.00  am-12.00  pm,  where  we  provide  an  all-encompassing Information & Signposting Service. 

The  charity  has  continued  to  be  very  active  throughout  the  year.   We continued to provide the Age Concern Mole Valley ‘Local Community Support Programme’, which encompasses, Home Visiting, Information & Signposting, Telephone  Befriending, Befriending, Social Events, IT/Digital Sessions and Will Writing Clinics over this period. 

## **Home Visiting** 

We have continued to support our clients and to liaise with various referral agencies.  This is where we are able to identify the specific needs of the individual, with Information & Signposting to services that can help improve day-to-day  circumstances,  e.g.,  home  help  support.  We  aim  to  support people to be able to live independently for as long as possible and enable older people to decide on the services they want to employ but also to encourage community engagement. 

## **Befriending/Telephone Befriending** 

eo "<a é their clients in their homes. 

The  Befriending  and  Telephone  Befriending Service  is  around  addressing  loneliness  and isolation by organising a volunteer to regularly telephone/visit the older person on a weekly basis to provide a listening ear. Our Volunteer Coordinator has recruited many new volunteers and facilitated the valuable match-making process between the volunteer and the client, as  this  service’s  journey  develops. In  this period, we had completely returned to face-toface  Befriending  with  our  volunteers visiting 

**Information & Signposting Service** – our Administrator has continued to give help and guidance from our office on a wide range of issues to older people living in the Mole Valley area, and to members of their families, plus the general public. 

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**Age Concern Mole Valley** 

The  charity’s **Information  Technology  (IT)/Digital  Training  sessions** continued in 2023/24 in both Leatherhead at the Fairfield Centre and at the Point in Dorking. 

**Events** - we did not hold any events during this period, but we aim to start these again in the future. 

**Governance** – over this period the CEO has continued to review the many policies and procedures required  to manage the charity legally, safely and effectively.  The Charity’s Trustees have met on Zoom and face-to-face over these 12 months. General Data Protection Regulation - we continued to have this as an area of focus at each Executive Committee meeting. 

## **Information Technology (IT)** 

**Developments  –** over  this  period  we have  continued  to  develop  our  cloudbased database system ‘Charitylog’, which  enables  staff  to  work  from  ‘the cloud’, on every aspect of our operational activities from any location that has WiFi, which was fully appreciated with the move for most staff to hybrid working. We have also continued to develop our website: 

www.ageconcernmolevalley.org.uk. 

**Partnership working –** we have continued to attend various partnership meetings over this period via Zoom/Teams and attend informative events/conferences  to  remain  knowledgeable  regarding  the  development and environmental factors affecting older people. 

## **In relation to these activities and developments over the last year, the following section gives details of what the charity has achieved in this year.** 

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**Age Concern Mole Valley** 

## **Achievements and Performance – 2023 to 2024** 

The following were our key strategic focus over this period, along with the Business Plan’s objectives: 

- **Reduce loneliness and isolation in Mole Valley for older people** 

- **Improve the health and wellbeing of older people** 

- **Make greater connection with the local community** 

- **Provide an accessible Information & Signposting Service for older peoples’ needs** 

- **Increase awareness of Age Concern Mole Valley’s services** 

- **Increase partnership working** 

- **Build  a  fundraising  programme,  supporting  the  provision  of services and providing long term stability to ACMV** 

In this financial year Age Concern Mole Valley had fully returned to all its main  face-to-face  services  and  supported  older  people  with  over  5000 activities and continued to develop core projects, such as, the Home Visiting and  Befriending  Service,  the  Information  &  Signposting  Service,  and  our IT/Digital Sessions in Dorking and Leatherhead.   Here are some of the key achievements in this financial year as we returned completely to normal service delivery. 

**Dorking Office** - our office in Dorking has been open 4 days per week and staffed by June Mills, our Administrator.   We were open to the public for information & signposting and for news and booking of Age Concern Mole Valley services throughout the year. 

**The Age Concern Mole Valley ‘Local Community Support Programme’** encompasses: Home Visiting, Information & Signposting, Telephone Befriending/Befriending,  Social Events, IT/Digital  Sessions and Attendance Allowance/Blue Badge support: 

**The Information and Signposting Service, ‘Pointing you in the Right Direction’** has continued to develop extensively over this period, with Julia Gallagher our Information & Signposting Officer and June Mills our Administrator, adding new and updating records on a regular basis. We have also had the support of Davina Benneworth our  Administrative  Volunteer  with  updating t q this service over this period. 

The Age Concern Mole Valley Information & Signposting Service is there to assist the public and it also aims to support older people to live at home, independently for as long as possible, through effective signposting to a range of services and support. 

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**Age Concern Mole Valley** 

In  previous  years,  e.g.,  2019/20  we  noted  over  600  general  enquiries. Whereas, 2023/24 we had over 800 general enquiries. This year we have added over 40 new organisations and updated over 220 organisations and the service has noted over **1280 activities, including over 800 individual enquiries,** most of which will often be signposting to more than one  service,  as  we  like  to  give  people  choice.   The  development  and updating of this invaluable resource is always an ongoing action.  We have also added more new referral agencies, making a total of over 296 referral agencies and professionals that signpost older people into our services for support. 

This year, the Information & Signposting service has developed an additional strand, because of a demand/need for Attendance Allowance/Blue  Badge form completion support, which is lacking in Mole Valley. 

**Home Visiting** has continued throughout the year with  face-to-face client meetings with Julia Gallagher until December 2023 when she retired and then Zoe Stockwell, taking over in January 2024 as our Befriending Service Coordinator.  Our work aims to support older people to live independently for as  long  as  possible,  through  effective  Information  &  Signposting.  The outcome of reduced loneliness and isolation does improve a person’s health and wellbeing, a healthier older person can then live safely at home with independence. When the client is ready, we then move onto the Befriending service and make a match with a volunteer. This process is important for both people, especially around finding the right match, it requires listening skills and a great deal of perception, so that the service works for both parties, and we achieve our outcomes of reduced loneliness and isolation. 

The **Befriending/Telephone Befriending Service** continues to be a vital contribution to reducing loneliness and isolation and increasing community cohesion with local communities coming together, plus improving the health and wellbeing of the older person and in some cases the volunteer.  The aim is to enable the older person to regain social and interpersonal skills which may have become less due to the loss of a loved one, friends, or a close relative moving out of the area. 

**Photo: Volunteer Befriender, Jenny Bodkin, visiting Joyce Stafford at home** 

Andrea Kelley, our Volunteer Coordinator,  retired in April 2023 and Radhika Lakshman continued her good work in 


**----- Start of picture text -----**<br>
8<br>**----- End of picture text -----**<br>




**Age Concern Mole Valley** 

May 2023 as our new Volunteer Coordinator.  We would not have been able to assist our clients without our dedicated staff and volunteers. 

Befriending Service Feedback/Impact Survey - in 2022 we introduced our own impact survey with some of the questions based on the UCLA 3-item loneliness scale, which asks people indirectly about emotions associated with loneliness and isolation. When a new older person joins, we use the survey to assess specific areas and then we revisit these areas after 6 months to assess the difference the service has made to that person, after a Volunteer Befriender has started to visit. Here are some of the questions (3 out of 8) and our findings in 2023, where we asked new Befriending Service clients: 

|**Questions asked to clients**|**Prior to**<br>**Volunteer visits**|**After 6 months of**<br>**Volunteer visits**|
|---|---|---|
|**Do you often feel isolated**<br>**from others?**|75% of people said<br>yes – often|63% of people said<br>hardlyever/never|
|**How often do you feel**<br>**lonely**|87% of people said<br>often|75% of people said<br>hardlyever|
|**Are you able to talk to**<br>**people and tell them how**<br>**you feel?**|88% said<br>sometimes|75% said often or<br>always|



Here are some examples from both the client and the volunteer of how this vital service is ‘improving the lives of older people’: 

_“My name is Chris, and I am very fortunate to have the befriending service from Age Concern Mole Valley, my friend being Peter. He visits me weekly and sometimes we sit and talk over tea and sometimes we go for a drive in the Surrey Hills including Newlands Corner and all the glorious surrounding villages. I enjoy this so much as I don’t get out much of course, and the difference that this makes to my life and mental health just cannot be put into words, it’s like being in a very overcast and miserable day and then the sun comes out and I feel human again like there IS some point to life again I truly spend the rest of the week looking forward to these visits, and just cannot thank Peter and all the other volunteers involved with Age Concern Mole Valley for their selfless giving of their own time to make the absolute immense difference to the lives of  people like myself, angels on earth thank you so very much from the bottom of my heart.” Chris, ACMV Befriending Service Client_ 

_“The befriender role far exceeded my expectations, such an important and vital role. John and I got on so well that my visits were normally 2.5 to 3 hours. I will be sad not to be visiting him anymore.” (ACMV Volunteer)_ 

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**Age Concern Mole Valley** 

_“Ruth is a very intelligent lady and a really nice person. It’s really nice to have a proper conversation with someone.”  (Befriending Service client)_ 

_‘When I said to Lindsay, I am so happy the match with Rosa is going so well, she said “it was written in the stars, it was meant to be”’ (ACMV Volunteer)_ 

Over  this  time  period  we  had 13  new  Volunteer  Befrienders/Telephone Befrienders, making a total of 65, an increase on the previous year.  These volunteers provide an invaluable service to lonely and isolated older people. This is highly appreciated by Age Concern Mole Valley and the person they are visiting. 

**Information Technology (IT)/Digital Sessions –** these sessions  are  for  people  over  50 years old and were in operation in both Dorking and Leatherhead.  In terms of face-to-face IT/Digital sessions - we held 6 courses, with each course running for 6-8 weeks and in total we have held over 100 learner sessions. 

We have also used a similar impact 

assessment  approach  to  the  IT/Digital  sessions.  Over  2023,  we  had  40 ‘learners’ respond after the 6 sessions, and 18 saw an improvement of over 72% in their key learning objective, e.g., skills/knowledge of IT and their gadget. In relation to keeping in touch via Zoom, email, texting, etc., 14 out of 23 showed an improvement of over 60-80% of being able to contact friends and family. 

We have had ‘8 active volunteers’, which support these sessions on a regular basis and without their dedication we would not be able to support so many ‘learner  sessions’.   We  would  like  to  thank  them  all  for  their  ongoing commitment to Age Concern Mole Valley, for their never-ending patience and for sharing their knowledge. 

**Volunteers’ Week** ,  over  this  period  we have had a total of 79 volunteers, and we were able to hold three face-to-face celebratory events in Dorking and VOLUNTEERS’ WEEK Leatherhead.  At these events we were able to thank our wonderful volunteers in person C for their commitment to Age Concern Mole Valley and the support of our clients throughout the pandemic. 

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**Age Concern Mole Valley** 

We have continued to recruit new volunteers for the befriending service. We need more and will continue to look to the local community for volunteers to support in delivering our services. 

We have had 20 Volunteer/Client matches, so in total we had 65 Volunteer Befrienders over this period.  We had 8 active volunteers that helped deliver our  Information  Technology  related  learning  support.  Age  Concern  Mole Valley is extremely grateful for the unstinting efforts of all its volunteers who are  involved  in  service  provision,  and  they  are  highly  valued  for  their support.  Without our volunteers we would not be able to achieve our aims and objectives and ‘Improve the lives of older people’ in Mole Valley. 

**Fundraising and Grant Applications:** Age Concern Mole Valley was nominated as the charity for ‘Westival’ a music festival in West a Street, Dorking, which happened  in  April  2023,  it was a fantastic opportunity 

to raise funds for our charity.  With funding from Unum, we were able to develop our fundraising approach at this festival and make the most of the opportunity.  We raised £9,954.54 over this weekend and met many locals and raised our profile. 

**Funding Applications** - in 2023/24 one of the key areas of focus by the CEO was to secure funding contributions to support the charity and we want to give thanks for that invaluable support, as follows: 

This  £2,000  grant  went  towards  the  Age  Concern  Mole  Valley  Local Community Support Programme, we thank the trust for their contribution and support. 

– **The Allen Lane Foundation** awarded  a  grant  of  £3,500  for  core costs and it was paid in March 2023 for  the  April  2023-24  financial  year. We thank the foundation for this grant and for giving Age Concern Mole 

Valley a grant spread over 2 years. 

____________________________________________________________________________ 

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**Age Concern Mole Valley** 

**National Lottery Community Fund** - in . 2021 we Mole Valley received the great  news  of  3  years’  funding. The two £15,000 grants were restricted  funds  in  the  financial year,  and  the  reference  is  “the 

National Lottery Community Fund” and the programme name is “RC London and Southeast Region”.  We thank the Community Fund for believing in all our work and supporting Age Concern Mole Valley for 3 years. 

**______________________________________________________________________** 

~ **_** – **Community Foundation for Surrey** we thank the CFS 

* Foundation for their ongoing support and the hardwork, they do on behalf of the voluntary ~W for Surrey and  community  sector  in  Surrey.  We had a £10,000 restricted grant, which went towards the charity’s core costs, specifically staff salaries. 

This £2,000 grant  went  towards our  Local  Community Support Programme,  specifically  the  Holmwoods  area  of  Mole  Valley,  many thanks for your contribution and support. 

The Edward Gostling Foundation supports small community groups, to large national institutions. A restricted £7,000 grant went towards all of the  charity’s  running  costs  and  services,  particularly  our  ‘Local Community Support Programme’.  We thank you for your contribution. 

________________________________________________________________________ S 

hanly Foundation - this £2,000 grant went towards the Age Concern Mole Valley Local Community Support Programme, many thanks for your contribution and support. 

**______________________________________________________________________________** 

The Sir Jules Thorn Charitable trust kindly 

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**Age Concern Mole Valley** 

gave a £2,500 donation to Age Concern Mole Valley, and we thank them for their contribution. 

_______________________________________________________________________________________________________________________________________________________________________________________________________________________ 

**Surrey County Council** – we  had support from Hazel Watson, one of our local county councillors with  a  £1,180  contribution  towards  Information Technology that supports our Information & Signposting Service from her Members’ SURREY Community  Allowance.   We  thank  you  for  your contribution. 

We have remained in close contact with Age UK nationally and we have a strong  supportive  relationship  with  Age  Concern  Epsom  &  Ewell,  Age Concern Banstead and Age Concern Merstham, Redhill & Reigate.  We also retain close relations with other local charities, which provide for the needs of older people, and are grateful to Central Surrey Voluntary Action for their continued support regarding volunteer recruitment. 

**Will Writing –** in relation to these clinics we did continue this service at Meaby & Co’s offices until the end of 2023. This was a valuable service, and we thank Esther Janalli-Brown, solicitor at Meaby & Co for her support and wished her well as she left for a new venture. 

The future has many challenges for charities such as, Age Concern Mole Valley.  The main area of focus will be a sustainable fundraising programme for the future and also the recruitment of more volunteers to support all that we deliver. 

## **The Future** 

Age Concern Mole Valley will continue to develop and build on the invaluable work it has achieved in previous years.  Our vision is to ‘improve the lives of older people’, and as we end this financial year and go into the next, we continue to face the challenge of fundraising and the recruitment of new volunteers.  We will not change our key aims which underpin all our future plans to continue our invaluable services: 

- **Reduce loneliness and isolation in Mole Valley for older people** 

- **Improve the health and wellbeing of older people** 

- **Make greater connection with the local community** 

- **Provide an accessible Information & Signposting Service for older peoples’ needs** 

- **Increase awareness of Age Concern Mole Valley’s services** 

- **Increase partnership working** 

- **Build  a  fundraising  programme,  supporting  the  provision  of services and providing long term stability to ACMV** 

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**Age Concern Mole Valley** 

We have secured a third year of funding from the ‘The National Lottery Community Fund’ for the following year, which is good start to our 2024/25 fundraising  plan.    There  are  several  funders  that  have  supported  Age Concern Mole Valley over the years, and we hope they will continue to be supportive, so that we can build a sustainable fundraising programme for the future. 

We will continue to deliver the Age Concern Mole Valley ‘Local Community Support Programme’ which encompasses home visiting, a level of information & signposting, befriending, IT/Digital Sessions and Attendance Allowance and Blue Badge Support.  The programme is ongoing, it aims to reduce loneliness and social isolation whilst prolonging independence and enabling  older  people  to  remain  at  home  with  the  appropriate  support services. 

We will continue to support our elderly clients with additional home visits to revisit their needs over time and to see if any additional information and signposting would enhance their quality of life.  In relation to the Befriending service – we will still be flexible and person-centred as every volunteer and client and their particular circumstances will be different. 

In relation to **General Data Protection Regulation (GDPR),** the charity will continue to review processes throughout the year. 

**Information  and  Signposting** –  this  will  continue  to  be  an  area  of development and updating in 2024/25 with a review of the organisations. This will be essential, so that we can signpost people to local services as they emerge  and  develop. We  will  continue  to  build  on  the  current  service, revisiting contacts and double checking our information, so that we provide a useful information  portal  for  those  looking  for  services  to  support  older people.   We will also continue to develop the Attendance Allowance/Blue Badge support strand of this service to support the provision of care services for older people. 

**Information Technology (IT)/Digital Learning Sessions** – the valuable IT/Digital Learning sessions will continue in 2024 in both Leatherhead and Dorking.  We will use a similar approach as with the Befriending Service, person-centred as every volunteer and learner will have their own preferences regarding their learning approach.  We will also aim to recruit additional volunteers to support these sessions, so we can in turn help more ‘learners’ discover the benefits of information technology, especially around connecting them to family and friends. 

**Volunteers’ Week** – we have a summer event planned in June 2024 to celebrate Volunteers’ Week.  This will be an opportunity to take time to say a 

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**Age Concern Mole Valley** 

‘big thank you’ to our volunteers’ for all their support. We plan to also hold a Christmas event for our volunteers in December 2024. A challenge for next year  is Volunteer  Recruitment  –  it  has  been  recognised  that  since  the Coronavirus pandemic there is a general shortage of volunteers. We like many charities, are finding it hard to recruit more volunteers, and we have lots of lonely/isolated older people that would like a Befriender to visit, so it will be a priority. 

**Partnership  Working** –  we  will  continue  to  contribute  and  work  in partnership with a network of local organisations that support older people across Mole Valley, facilitated by Mole Valley District Council. 

**Will Writing** –  we do plan to continue this valuable service and work in partnership with another solicitor.  We thank Esther Janalli-Brown, solicitor at Meaby & Co for her support in 2023. 

It has been another memorable and eventful year. We have achieved a lot over this period, especially in relation to reducing loneliness and isolation and improving the lives of older people, which is always the ultimate vision of the charity. 

We have had to say goodbye and a special thank you to both Julia Gallagher and  Andrea  Kelley  who  both  retired  over  this  period.   There  were  both committed to Age Concern Mole Valley and supported our services, clients and volunteers with their usual motivation and dedication.  We wish them both a happy retirement. 

With  staff  retiring  we  have  welcomed  two  new team  members,  Radhika Lakshman our Volunteer Coordinator and Zoe Stockwell, Befriending Service Coordinator. With new people coming onboard it is always an opportunity to review what and how we deliver our services, taking on board new ideas. 

A huge ‘thank you’ to the entire staff team over this year, Andrea, Julia, June, Radhika and Zoe for all their hard work. 

Our vision ‘improving the lives of older people’ is as always central to all that we deliver and will continue to develop in the future. 

## **Sonia Hubbard, Chief Executive Officer** 

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**Age Concern Mole Valley** 

## **Message from the Chairman** 

The Voluntary, Community and Faith Sector make a huge contribution to the lives of people in Mole Valley, providing a range of services and support to the community.  Age Concern Mole Valley will continue to provide and build on its invaluable support services to older people, so in turn their service delivery will impact and make a difference to the community in Mole Valley, and ‘improving the lives of older people’. 

I  would  like  to  thank  all  my  Trustee  colleagues  and  all  our  wonderful volunteers for their support of our clients and ‘learners’, plus Sonia Hubbard (CEO) and the staff team for their continued hard work in support of the charity and their strong commitment to our vision. 

## **Sally Dubery Chairman** 

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**Age Concern Mole Valley** 

## **Financial Review** 

**Income** for  the  period  totalled  £81,482  including  several  grants  from charitable trusts and foundations, together with donations from individuals and local organisations. 

**Expenditure** was maintained at a similar level to the previous year £88,967. 

This results in an overall deficit of £7,485 

At the end of the year, the charity has designated reserves of £20,000, which are 3 months running costs and form the charity’s reserves policy. 

## **Reserves Policy and Risk Management** 

The Trustees have carefully considered  the forecast  of income and expenditure for the year 2023/24 and have concluded that it is appropriate to  utilise  the  reserves  in  maintaining  the  resources  available  to  the organisation to enable it to continue its activities in key areas. 

## **Trustees’ Responsibilities in relation to the Financial Statements** 

Charity law requires the Trustees to prepare financial statements that give a true and fair view of the state of affairs of the charity at the end of each financial year and of its surplus or deficit for the financial year. In doing so, the Trustees are required to: 

- Select suitable accounting policies and apply them consistently 

- Make judgements and estimates that are reasonable and prudent 

- Prepare the financial statements on a going concern basis unless it is inappropriate to assume that the charity will continue in business. 

The  Trustees  are  responsible  for  maintaining  proper  accounting  records which disclose with reasonable accuracy at any time the financial position of the charity and which enable them to ensure that the financial statements comply with the new FRS 102 (SOFA) and the Charities Act 2011. 

The Trustees are also responsible for the safeguarding of the assets of the charity  and  hence  for  taking  reasonable  steps  for  the  prevention  and detection of fraud and other irregularities. 

## **Reference and Administration** 

Legal and reference information, which is shown after the contents page, forms part of this report.  The financial statements comply with the current statutory requirements, the charity’s governing document and the SORP ‘Accounting and Reporting by Charities’. 

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**Age Concern Mole Valley** 

## On behalf of the Trustees 

|____________________________<br>|___________________________<br>**Independent Examiner’s Report**|___________________________<br>**Independent Examiner’s Report**|___________________________<br>**Independent Examiner’s Report**|
|---|---|---|---|
|**Report to the trustees/**<br>**members of**<br>**On accounts for the year**<br>**ended**<br>**Set out on pages**<br>**Respective responsibilities of**<br>**trustees and examiner**<br>**Basis of independent**<br>**examiner’s statement**<br>**Independent examiner's**<br>**statement**|Age Concern Mole Valley|||
||31st March 2023|**Charity no**|1111678|
||1 to 4|||
||The charity's trustees are responsible for the preparation of the<br>accounts. The charity’s trustees consider that an audit is not<br>required for this year under section 144 of the Charities Act 2011<br>(the Charities Act) and that an independent examination is needed.<br>It is my responsibility to:<br>·         examine the accounts under section 145 of the Charities<br>Act,<br>·         to follow the procedures laid down in the general<br>Directions given by the Charity Commission (under section 145(5)<br>(b) of the Charities Act, and<br>·         to state whether particular matters have come to my<br>attention.<br>My examination was carried out in accordance with general<br>Directions given by the Charity Commission.  An examination<br>includes a review of the accounting records kept by the charity and<br>a comparison of the accounts presented with those records.  It also<br>includes consideration of any unusual items or disclosures in the<br>accounts, and seeking explanations from the trustees concerning<br>any such matters.  The procedures undertaken do not provide all<br>the evidence that would be required in an audit, and consequently<br>no opinion is given as to whether the accounts present a ‘true and<br>fair’ view and the report is limited to those matters set out in the<br>statement below.<br>In connection with my examination, no matter has come to my<br>attention<br>1.   which gives me reasonable cause to believe that in, any<br>material respect, the requirements:<br>·         to keep accounting records in accordance with<br>section 130 of the Charities Act; and|||



·         to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act have not been met; or 

2.   to which, in my opinion, attention should be drawn in order to 

enable a proper understanding of the accounts to be reached. 

**Signed: Date:** 

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**Age Concern Mole Valley** 

**Name:** Andrew Wheeler **Relevant professional** ACCA **qualification(s) or body (if any): Address:** Taxsense Accountants 203 West Street, Fareham, Hampshire PO16 0EN 

19 



~~ee~~ **Age Concern Mole Valley 1111678 Receipts and payments accounts CC16a 1/4/2023 31/03/2024 For the period To from Section A Receipts and payments Endowm Unrestricted Restricted ent Total funds Last year funds funds funds to the to the nearest to the to the nearest to the nearest £ £ nearest £ nearest £ £ A1 Receipts 65,180 65,180 65,524** Charitable Trusts **636 636 306** Services provided **-** ~~|~~ Donation & **15,666 15,666 20,138** Legacies **-** ~~pp~~ Interest Received ~~oe~~ **-** ~~—~~ **-** ~~Oo ee ee~~ ee ~~es~~ _**Sub total** (Gross income for AR)_ **16,302 65,180 - 81,482 85,968 A2 Asset and** ~~ae — oe~~ **investment sales, (see table).** _**Sub total**_ **-** ~~ff~~ **65,1** ~~PT~~ **A3 Pa** _**To**_ **y** _**t**_ **ments** _**al receipts**_ **16,302** ~~—~~ **80** ~~JL~~ **-** ~~Pe~~ **81,482** ~~a~~ **85,968** Expenditure on raising funds ~~a~~ **3,902 - - 3,010** ~~ee~~ Expenditure on ~~a~~ Charitable Activities ~~a~~ **19,885 65,180 - 85,008** _**Sub total**_ ~~|~~ **23,787 65,180 - 88,967 88,018** 

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**Age Concern Mole Valley** 


**----- Start of picture text -----**<br>
A4 Asset and<br>investment<br>purchases, (see<br>table)<br>-  -  -                               -<br>Sub total<br>-  -  -                               -    -<br>Total payments<br>23,787 65,180 -    88,967 88,018<br>Net of              -<br>receipts/(paymen 7,485<br>ts) -    -7,485 -2,050<br>A5 Transfers<br>between funds -<br>A6 Cash funds<br>last year end  49,568 -    49,568 50,959<br>Cash funds this<br>year end            42,<br>083 -<br>-    42,083 48,909<br>**----- End of picture text -----**<br>


## **Section B Statement of assets and liabilities at the end of the period** 

**Unrestricted Restricted Endowme funds funds nt funds Categories Details to nearest £ to nearest £ to nearest £ B1 Cash funds** Cash at bank **42,083 - - -** _**Total cash funds**_ **42,083 - -** 

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**Age Concern Mole Valley** 

|**B2 Other monetary assets**<br>**B3 Investment assets**<br>**B4 Assets retained for the**<br>**charity’s own use**<br>**B5 Liabilities**|(agree balances with receipts and<br>payments account(s))<br>**Details**<br>**Details**<br>**Details**<br>Tangible Assets<br>**Details**<br>Pension payable<br>Accruals|**Unrestricted**<br>**funds**<br>**to nearest £**<br>**-**<br>**-**<br>**Fund to**<br>**which asset**<br>**belongs**<br>**Fund to**<br>**which asset**<br>**belongs**<br>Unrestricted<br>**Fund to**<br>**which**<br>**liability**<br>**relates**|**Restricted**<br>**funds**<br>**to nearest £**<br>**-**<br>**-**<br>**Cost**<br>**(optional)**<br>**-**<br>**-**<br>**Cost**<br>**(optional)**<br>**10,719**<br>**-**<br>**Amount due**<br>**(optional)**<br>**64**<br>**131**|**Endowme**<br>**nt funds**<br>**to nearest**<br>**£**<br>**-**<br>**-**<br>**Current**<br>**value**<br>**(optional)**<br>**-**<br>**-**<br>**Current**<br>**value**<br>**(optional)**<br>**-**<br>**-**<br>**When due**<br>**(optional)**|
|---|---|---|---|---|
||Pension payable||**64**||
||Accruals||**131**||



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**Age Concern Mole Valley** 

**Age Concern Mole Valley** 

## For the Year Ended 31 March 2024 

## **Charity Number 1111678** 

|**Signed by one or two trustees**<br>**on behalf of all the trustees**<br>**Note 1  2024  Income and Expen**~~**diture**~~<br>**Funds**<br>**Income and Endowments**<br>Receipts from Gift Aid/Royalties<br>Computer donations<br>General donations<br>Restricted Funds/Grants (see pages 11-12)<br>**Charity income 2023/24 totals**|~~**iture**~~|**Signature**<br>**Print Name**<br>SallyDubery or<br>Elaine Machin<br>23<br>~~**2024**~~<br>~~**20**~~**2**~~**3**~~<br>**£**<br>**£**<br>~~636~~<br>~~3~~0~~6~~<br>-<br>15,666<br>20,138<br>65,180<br>65,524<br>**81,482**<br>**85,968**<br>1,215<br>958<br>2,687<br>2,052<br>5,900<br>6,300<br>73<br>,973<br>73,316<br>2,772<br>2,589<br>755<br>686<br>28<br>55<br>244<br>302|**Date of**<br>**approval**|
|---|---|---|---|
|||||
|||<br> <br>**£**<br>**£**|19.11.24|
||||19.11.24|
|||||
|**Resources Expended**<br>_Expenditure for raising funds_<br>Direct fundraising expenses<br>Allocation of general overhead expenses<br>_Direct Charitable Expenditure_<br>Visiting and Befriending, Information and<br>Signposting<br>Staf Payroll<br>IT Support/Laptops/Broadband etc.<br>Accountancy fees<br>Training<br>Website/ Marketing development||||





**Age Concern Mole Valley** 

|**Age Concern Mole Valley**<br>**Balance Sheet**<br>**As at 31.03.2024**<br>**Fixed Assets**<br>Tangible assets<br>Investments<br>**Current Assets**<br>Debtor<br>Cash at bank<br>**Current Liability**<br>**Creditors:**<br>**Amounts falling due**<br>**within one year**<br>PAYE<br>Pension<br>Accruals<br>**Net current assets**<br>**Total assets less current**<br>**liabilities**|**£**<br> **2024**<br>488<br>-<br>-<br>42,083<br>42,571<br>64<br>131|**£**<br> **2024**<br>488<br>-<br>-<br>42,083<br>42,571<br>64<br>131|**£**<br>**2023**<br>1,073<br>-<br>-<br>48,909|49,861|
|---|---|---|---|---|
||||49,982<br>59<br> 62||
||195<br>42,376<br>42,376||121||
|||42,376||49,861|



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**Age Concern Mole Valley** 

- **Long term loans** - - **Net Assets 42,376 49,861** Designated funds 65,000 65,000 Unrestricted funds (22,624) (15,139) Restricted funds - **Total Charity funds 42,376 49,861** 

## **Client Approval Certifcate** 

I approve these accounts and confirm that I have made available all relevant records and information for their preparation. 

Signed: 

_________________ Dated 

_________________ 

## **Age Concern Mole Valley Notes to the Accounts For the year ended 31 March 2024** 

## **Notes to the Financial Statements as of 31 March 2024** 

## **1. Basis of Preparation** 

The  financial  statements  have  been  prepared  under  the  historic  cost 

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**Age Concern Mole Valley** 

convention, following the recommendations of the Statement of Recommended Practice  known as  FRS  102  (SORP)  introduced  in 2014 covering charities with a year end after January 2015. 

## **2. Accounting Policies** 

## **a)** 

## **Income** 

All  income  is  accounted  for  on an  accrual  basis,  except for  voluntary donations,  which  are  taken  into  account  when  received  Grants  are recognised in full during the year that they are received Incoming receipts from tax reclaims are included in the SOFA at the same time as the gift to which they relate. 

## **b) Fixed Assets** 

Fixed  assets  are  stated  at  cost  and  depreciation  is  provided  at  rates calculated to write off the cost of each asset over its expected useful life Computer equipment and office equipment 25% straight line basis It is the Charity's policy to capitalise fixed assets that are above a de minimis level of £500. 

## **c) Resources expended** 

Resources  are  accounted  for  on  an  accruals  basis.  Expenditure  is appointed to cost categories based on the amount attributable during the year, including the cost of generating funds, charitable activities. Governance costs include legal costs and Trustee meetings only. 

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**Age Concern Mole Valley** 

## **d) Recognition of liabilities** 

These financial statements recognise all liabilities that the charity has responsibility for. The charity is not aware of any contingent liabilities. 

## **Age Concern Mole Valley Notes to the Accounts For the year ended 31 March 2024** 

## **3. Staff** 

The charity has been well represented by Sonia Hubbard, Julia Gallagher, Radhika Lakshman, Zoe Stockwell and June Mills throughout the year. 

|**4. Tangible Fixed Assets**<br>Cost<br>Addition<br>Accumulated Depreciation<br>Depreciation Charge<br>**5. Other Creditors**<br>Pensions Fund|**31.03.20**<br>**24**<br>10719<br>-<br>-<br>9646<br>-<br>585<br>488<br>64|**31.03.2**<br>**023**<br>10719<br>-<br>-9646|
|---|---|---|
|||1073|
|||59<br>62|



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**Age Concern Mole Valley** 

131 195 121 

During the year, the Charity took one office space at the Point in Dorking. 

This lease continues until February 2024 at an annual cost of £6,300, but with a general break clause after 3 months’ notice. 

## **7. Commitments** 

There are no other commitments not recorded in the financial statements. 

28