2022-03-31-accounts

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REGISTERED COMPANY NUMBER: 06057797 (England and Wales)
REGISTERED CHARITY NUMBER: 1118711

`REPORT OF THE TRUSTEES AND`

`FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022`

`FOR`

`AGE CONCERN ISLE OF WIGHT`

Bright Brown Limited
Chartered Accountants
Statutory Auditor
Exchange House
St. Cross Lane
Newport
Isle of Wight
PO30 5BZ

AGE CONCERN ISLE OF WIGHT

`CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022`

		`Page`
`Report of the Trustees`	`1`	`to`	`18`
`Report of the Independent Auditors`	`19`	`to`	`21`
`Statement of Financial Activities`		`22`
`Balance Sheet`		`23`
`Cash Flow Statement`		`24`
`Notes to the Cash Flow Statement`		`25`
`Notes to the Financial Statements`	`26`	`to`	`42`
`Detailed Statement of Financial Activities`	`43`	`to`	`44`

`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

The trusteeswho are alsodirectorsof the charityfor the purposesof the CompaniesAct2006,presenttheirreportwith the
financialstatementsof the charity for the year ended 31 March 2022. The trustees have adopted the provisions of  Accounting
andReportingbyCharities:StatementofRecommendedPracticeapplicabletocharitiespreparingtheiraccounts in
accordancewiththe FinancialReportingStandardapplicablein the UK andRepublicof Ireland(FRS102)(effective1 January
2019).

`OBJECTIVES AND ACTIVITIES`

`Our Vision and Purpose`

AgeUKIsleofWight'svisionisforanIslandcommunitywhereolderpeoplearerespected,includedandabletolivethe life
they chose.

Our purpose is to work with, and for, older people, driving change so that they can live well whatever their circumstances.

`Our Aims and Objectives`

The Charity Objects promote the following purposes for the benefit of the public and/or older people within the Isle of Wight:

preventing or relieving the poverty of older people;
advancing education;
preventing or relieving sickness, disease or suffering (whether emotional, mental or physical);
o promoting equality and diversity;
promoting the human rights of older people in accordance with the Universal Declaration of Human Rights;
assisting older people in need by reason of ill-health, social exclusion or other disadvantage; and such other charitable purposes for the benefit of older people as the Directors from time to time decide;
the outcome of this being the promotion of the well-being of older people.

Our activities fully reflect the Vision, Purpose, Aims and Objectives that the charity was set up to further.

`Our Strategic Direction`

Trusteescommencedwork on the developmentof a new five-yearstrategyearlyin 2020,but this was put asidein favorof a
local response to the pandemic and implementationof a recovery plan. Circumstancesnecessitateda primary focus on  service
deliverytoensureolderIslandersweresupportedwhilstmanyshielded,andrecoveryplanningtoensuretheCharity was
sustainableintothefuture.ThesubsequentresignationofourChiefExecutiveandrecruitmentofherreplacement during
2021 slowed further progress on strategy.

Inthemeantime,wecontinuedtomeasureourselvesagainstour'OurStrategicDirection2017-2020'planwhich was
reviewedin 2020and deemed still relevantas we striveto achievea betterqualityof life for older Islanders,theircarers and
families.ItwassubsequentlyextendedtoMarch2023.OurreviewedStrategicDirection2017-2023identifiesthree main
prioritiesforourworkensuringthatIsleofWightResidentsareHappy,HealthyandConnected.Thesealignneatlywith our
charitable objects.

Workonanewstrategywillre-commenceduringthesummerof2022.Thiswillallowopportunityforfurtherreflection on
ourstrategicdirectionconsideringourexperiencesduringthepasttwoyearsandthenatureofthechallengesthat are
evidentglobally,nationallyandlocallyinourowncommunity.Wewillalsoengageinextensiveconsultation with
stakeholders,older islanders,staff and volunteers.Trustees and the Senior LeadershipTeam will assimilatethis vital  feedback
intheirdevelopmentofahigh-leveldraftstrategybyyearend.A finalstrategywillbepublishedinApril2023,marking our
fiftieth anniversary as an Island Charity.

SimultaneousworkisbeingundertakenonanewnationalstrategybyAgeUKandgoingforwardthiswillinfluence our
strategy as a network partner and help shape and guide our activities and priorities.

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`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`OBJECTIVES AND ACTIVITIES`

`The focus of our work in 2021-22 and ensuring it delivers our aims`

Our work in 2021-22 continued to deliver services to Islanders that included:

`o`		`Core charitable activities:`
	`o`	`Advice and Information`
	`o`	`Welfare benefit Checks and support to claim these`
	`o`	`Volunteer befriending Good Neighbour Scheme`
`o`		`Health and Social Care Commissioned Activities:`
	`o`	`Community Care Navigation for all ages`
	`o`	`Living Well Support for all ages`
	`o`	`Hospital Discharge Support`
	`o`	`Dementia Care Navigation (new pilot launched January 2022)`
`o`		`Age Friendly Island``work included several projects responding to the voiced needs of older Island residents`
`o`		`Commissioned Inclusion services for older residents`
	`o`	`Digital Inclusion project`
	`o`	`Older Prisoner project at HMP IOW`
	`o`	`Restorative Justice for residents who have been victims of crime`
	`o`	`Men in Sheds`
	`o`	`Widow's Support Project`
`o`		`Our income generating services;`
	`o`	`Just About You (JAY) Help at Home`
	`o`	`Handy Man`

Throughoutthe year the Trustees and Senior LeadershipTeam reviewed these activitiesto ensure they were fit for purpose in
meetingouraimsandobjectivesandalignedwithourVisionandPurpose.Thisregularscrutinylookedatwhathas been
achieved,thebeneficialimpactonourclientsandcommunity,andwherewemightimprove.Italsoidentifiedareas where
there was unmet need that underpinned our strategic planning for the year.

`Recovery from the pandemic`

By March 2021, our business continuityplanning and move to agile working were well embedded. This meant we were able  to
continue delivering essential services to older adults during 2021-22 despite the continuingrelaxing then reinstatingof  varying
levelsofpandemicrestrictions.Therelaxationoflockdownandstrictshieldingrestrictionsmeantthatwewereable to
recommence deliveringhelp at home services with stringentRapid Flow Testing regimes and PPE requirements.This provided
a lifelinefor olderresidentsas the endingof furloughandwindingdownof communityvolunteersupportmeantmany were
left coping alone following 12 months of support.

Wecontinuedtodeliverallourremainingservicesviaablendedapproach,supportingclientsbyphone,onlineandface to
facewhere appropriate.As restrictionswere lifted,it becameclearthatthe impacton olderIslandresidentsof the string of
lockdowns and shielding was significant. This included:

Increased social isolation
Increased frailty via deconditioning
Increased prevalence of social anxiety and mild to moderate depression/low mood.
Increased difficulty in accessing essential services, such as GP surgeries and local authority services as many had moved online and were remaining so.
Increased waiting lists for medical assessments and treatments including Dementia Assessments
A lack of appropriate care packages for residents ready to be discharged from hospital, creating risk of deconditioning and preventing beds being available for others who need acute medical inpatient treatment

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`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`OBJECTIVES AND ACTIVITIES`

Age UK Isle of Wight responded to this legacy from the initial waves of the Covid Pandemic in the following ways:

Providing volunteer befriending to 795 older people, including 437 new clients
Providing Care Navigation and Living Well Support to 1,868 local residents
Working with Local GP surgeries to understand the impact of moving to online services for their patients
Expanding our digital inclusion project and providing personal digital inclusion support to 229 older residents
Working with local health and social care partners to develop and launch a pilot dementia care navigators service linked to the Memory Service and supporting clients both pre and post diagnosis. This service launched in February 2022 and by the end of March was supporting 83 clients.
Working with the Older Person's Mental Health Team to develop an older person's mental health link worker role providing care navigation in the community.
Continuing to innovate with the Integrated Discharge Team at St. Mary's Hospital to ensure that patients can be safely discharged home, or kept physically, socially and cognitively engaged whilst awaiting safe discharge.

`How our activities deliver public benefit`

AgeUKIsleofWightTrusteeshavereferredtotheadvicecontainedintheCharityCommission'sgeneralguidanceon public
benefit when reviewing our objectivesand in planningfor future activity.Trustees considerthat our activitiesreflect our aims
and objectivesand are designedto deliver accessibleservicesand activitiesthatbenefitthe appropriatesectionof the public
in accordance with our charitable objectives.

`Who used and benefitted from our services and projects?`

Ourobjectsandfundingstreamsrestricttheserviceswe providetothoseresidentsontheIsleofWight,although indirectly
our services also supportrelatives,carers and friends living on the mainland.Our primarybeneficiariesare those aged 50  and
over,howeverourarticlesenableustoworkwithallpersonsontheIslandpreventingorrelievingsickness,disease or
suffering (whether emotional, mental or physical).

In2021/22,AgeUKIWportfolioofservicesdeliveredsupportto8,410clients.Ofthese3,773weresupportedbymore than
oneservice(45%),sotheactualnumberofuniqueclientswas4,637.Thiswaslessthanin2020-21aswe returnedto more
business as usual with the ending of the emergency coordinated community pandemic response.

4,637 unique clients received direct supportservices from AUKIW, with 733 receiving a holistictriage assessmentwhich led to
onward signposting and referral to external services.

Our clientsreceived66,497contactsfrom the charitymade up of 53,625contactswith staff and 12,872with volunteers. This
isanaverageof12contactsperclient,butthiswillvaryenormouslyfromclienttoclient.Somereceivingaone-offpiece of
advice and information support, to others receiving weekly befriending support or intensive Living Well Support.

`Age Profile of our Clients:`

52% of the Islandspopulationare aged 50 or over, 29.2%are aged 65+ and 7.6% are over 80. This is significantlyhigher than
many other Local AuthorityAreas and our populationis ageing faster than most areas.Between 2011 and 2021 there was an
increase of almost 25% in the Island's population aged 65 and over.

In2021-2290%of ourclientswere over50yearsof age,5% were agedunder50and5% were ageunknownas anonymous
Advice and Information recipients.

Thoseaged80-89were the highestusersof the InformationandAdviceservices(30%),the LivingWell projects(33%)and of
thesupportprovidedthroughtheGoodNeighbourschemevolunteers(37%)evidencingthecaretheCharityoffersto older
Islanders to live independently in later life. Those aged 70-79 were the highest users of our Digital services (37%).

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`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`OBJECTIVES AND ACTIVITIES`

`Geography:`

TheIslandis a UnitaryAuthorityandHealthandSocialcareactivitiesaredeliveredinthreelocalities,alignedwiththe three
PrimaryCareNetworks:NortheastWight,SouthWightandWestandCentralWight.Wesupportedclientsfromall PCN
Locality Areas.

EnquiriescamefromallareasoftheIslandbutthemostdemand,perheadofolderpopulation,wasfrom Sandown,
Bembridge, and Yarmouth.

`Gender` `:`

Asinpreviousyearsalargerproportionofourclientsarewomen(60%).Thisisinkeepingwithpredictionsof gender
distribution by age produced by IOW Council, Business Effectiveness Unit, October 2011.

ThisisinkeepingwithpredictionsofgenderdistributionbyageproducedbyIOWCouncil,BusinessEffectiveness Unit,
October 2011.

The latestdatafromthe2021censushasnotyetbeenreleased,andwe will be reviewingourclientaccessagainstthis date
once published to ensure our clients represent the gender split of older Island residents.

`Additional Health Challenges`

3,223 clients have reported that they are living with long term conditions, this figure represents 70% of our clients.

3.1% Physical Disability
12.3% Mental Health
9.9% Dementia
o 14.7% Hearing Loss/Visual Impairment

Accessibility to our services is a priority, and we offer as many channels of communication as possible.

Telephonecontactremainsthemostpopular(51%ofcontacts).Wealsoofferface-to-facesessions,onlinemeetings and
home visits as appropriate to the service being delivered and the individual needs of clients.

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`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`ACHIEVEMENT AND PERFORMANCE`

`Review of activities`

OuractivitiescontinuedtoreachandprovidebenefittoasignificantnumberofolderpeopleontheIslandduring 2021-22.
ThiswasdespitetheendingofadditionalCovid-19emergencyresponsefunding,andareturntobusinessasusualin all
services.

As part of an analysisof the Charity'sbusinessmodel and fundingstreamswe have drawn distinctionsbetween the following
areas of activity for public benefit:

Core charitable activities
Health and Social Care Commissioned activities
Age Friendly Island activities
Commissioned Inclusion services for older residents
Income generating services

This is due to several significantevents that occurred during the year which have had an impact on our sources of income and
the services we will deliver into 2022-23.

These include:

2021-22 saw the ending of 7 years of Lottery Funding for the Aging Better, Age Friendly Island Programme
In November 2021 Isle of Wight Council went out to tender for an integrated Early Help Living Well service which saw elements of our existing grant funded activity combined with additional service requirements and put out to procurement. The contract to deliver these activities was awarded to an alternative provider and it was necessary to rethink our current delivery model without these elements which had been integrated into an entire care pathway for older Island residents. However we continue to be approached by older residents to undertake such work despite not being funded to do so. We will not ignore such requests but are mindful of how our time and resources are expended.

`Our Core Charitable Services`

`Information and Advice`

Weprovideindependent,impartial,andconfidentialinformationandadvicetoenablepeopletomakeinformed decisions,
accessthesupportthattheyrequire,whetherfromusorsystempartners,andexercisemaximumcontrolovertheir lives.
Accessto the serviceis throughtelephoneenquiry,appointments,outreacheventsandhome visits.A decisionwas taken by
IOW Council not to reopen the Advice Hub in their civic offices for this year. We have adaptedby providinga blended offer of
support to meet the needs of all our Information and Advice Clients.

We provided Information and Advice services to 1,476 clients.

Funding for this service in 2021-22 comprised a combination of:

sub-contract funding from Citizen's Advice IOW, as part of Isle Help IOW Council funding,
core funding from Age UK and
grant funding from IOW Council as part of the Living Well Support Service

`Welfare Benefit Checks and Support to Claim entitlements:`

WhenourInformationandAdviceteamidentifiesaclientinneedoffinancialsupport,wewillundertakeawelfare benefit
check.We then supportthe client to completethe appropriatedocumentsfor each benefitand supportthem throughto the
conclusion of their application

In 2021-22 our Welfare Benefit Support Service supported 493 clients to claim £2,135,969 in year benefits

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`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

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`Good Neighbour Scheme - volunteer befriending`

Ouraward-winningGoodNeighbourSchemeisacornerstoneofourcharitableservices.OurVolunteersprovide friendship
and reliable support for local older residents who are often isolated or lonely.

Our volunteers provide vital support and companionship through:

Face to face befriending; visiting those who feel lonely or isolated for a cup of tea and a chat, or outside in the fresh air perhaps in the park for a short walk.
Telephone befriending; calling regular residents to either have a catchup or simply for a wellness check to ensure they are doing ok.
Relationship building; helping someone to regain confidence after illness or bereavement.
Signposting to vital information and services either provided by Age UKIW or other local providers and activities that
o will support their health and wellbeing.

In 2021-22an averageof 130volunteerswere activelyprovidinga rangeof supportto clients.12,872supportcontacts were
provided to 795 clients. Most of our befriending was done over the phone.

Intotalourvolunteersdonated11,736hoursoftheirtimetosupportingAUKIWclients.InRealLivingWagetermsthis is
equivalent to £111,496

`Health and Social Care Commissioned Activities:`

`Triage:`

InordertoascertaintheappropriateserviceandlevelofsupportrequiredfromwithintheCharity'srangeofservices we
operatedaTriageService.OurtrainedTriageAssessorsworkedthroughaholisticneedsassessmentwithclientstakinga
person-centredapproach.Thisenabledclientstoreceivetheappropriatesupportasswiftlyaspossibleandprevented them
having to tell their story multiple times.

In 2021-22Triageassessed1,789clientswith1,056goingon to accessat leastone serviceprovidedby Age UK Isle of Wight.
Theremaining733clientsweresignpostedorreferredtotheappropriatesupporttomeettheirneedsinthe statutory,
independent or voluntary sectors

`Community Care Navigators:`

FundedbyagrantfromIOWNHSTrust,ourteamofCareNavigatorsworkedinthethreeIslandLocalities,aspartof an
integratedapproachtosupportingthehealth,wellbeingandindependenceofclientswithmultipleorcomplexneeds. In
2021-22 Care Navigators supported 1,045 clients, 89% of whom were over the age of 50.

Care Navigationwas combinedinto the Living Well EarlyHelp Service that IOW Councilput out for tender in December 2021.
The service was awarded to an alternativeprovider and so the service and associatedstaff transferredto the new provider  on
1st April 2022.

`Living Well Support:`

FundedthroughtheIsland'sBetterCareFund(IBCF)AgeUKIWwastheleadpartnerfortheLivingWellprojectin 2021-22.
ThispartnershipwithCitizen'sAdviceIOWandPeopleMatterIOW(theIsland'sUserVoiceOrganisation)collaborates to
providesupporttoenableindependentlivingforadultswithlearningdisabilities,carers,olderpeopleandthosewho have
poormentalhealth.AllenquiriestoAdultSocialServicesthatdonotmeettheircriteriaforsupportareforwardedonto the
Living Well team for assistance.

In 2021-22 Living Well Support Workers engaged with 823 clients, 94% of whom were over the age of 50.

TheLivingWellteamandCareNavigatorsworkinsynergyasanintegratedteamthattogethersupported1,868 individual
clients.

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AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

TheLivingWellSupportServicewasputouttotenderbyIOWCouncilinDecemberandthecontractawardedtoa new
provider from 1st April 2022.

`Hospital Based Services:`

AgeUKIWhascontinuedworkinginpartnershipwithIOWNHSTrusttoprovideservicesandactivitiestosupport the
IntegratedDischargeTeam(IDT).Withafocusonenablinghealthyandsafedischargehome,andpreventingadmission to
hospitalwhen unnecessary,we have becomea key partnerin the IDT. Whilstthereare threeseparatelyfundedprojects, we
have delivered these as a seamless service:

`Project 1.`

ToprovideanActivitiesCoordinatorattheHospitalCommunityunit.Weprovidesocial,physicalandcognitiveactivities to
enable clients to maintain their health and wellbeing whilst awaiting discharge home with an appropriatecare package or to a
residential placement.

`Project 2.`

Our Care Navigatorswork on community wards at the hospital supportingdischarge for patients who are medically fit to leave
hospital.Ensuringthatclientsandcarersareawareofappropriateservicesandactivitiesavailabletothemin their
communities and are confident in accessing this support once home.

`Project 3.`

To provide Care Navigationsupport to the Crisis team at St Mary's Hospital,with communitysupport staff, enablingpeople to
stay at home and avoid hospital admittance where appropriate.

Togetherthe HospitalTeamsprovidedsupportto 873clientsin 2021-22,the vastmajorityof whom were over the age of  70
(87%)

`Dementia Navigators`

The DementiaNavigatorsServicewas mobilisedin January2022,afterbeingsuccessfulin a bidapplicationto "NHS Charities
for You funding" with Match Funding received from the NHS.

The Service was designedjointlywith Adult SocialCare, the NHS and other VoluntarySector Partnersto ensure it was able to
fill a gap within Memory Services and the pathway for diagnosis of Dementia.

Dementia Care Navigatorspromote self-confidenceto increase a person's sense of health and wellbeing. They help to  improve
qualityof life, maintainindependenceand supportindividualsand the familyof those who have had a diagnosisof Dementia
and those who are waiting for assessment.

The service started taking referrals from Monday 7th February 2022 and up until the 31st of March 2022 they had received 85
Referrals, this included a split of 39 Males and 39 Female Clients (7 unrecorded).

This service now is embedded in the new IOW Dementia Strategy.

`Age Friendly Island`

Age Friendly Island was in its seventh and final year of funding from the NationalLottery Community Fund. It continuedto  run
its stakeholdersteering group with organisationsfrom the public, private and voluntarysectors. Public engagement continued
via the Older Person's Steering Group and Public Forums.

AgeFriendlyTrainingcontinuedonlineandfurthertrainingoffershavebeendevelopedaroundaccessibleconsultation. We
delivered8AgeFriendlyTrainingsessionsto65people.FourofthesesessionswereinternaltoensurethatAge Friendly
principles are fully embedded throughout the Charity and the other four were external to Isle of Wight Council.

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AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)

REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2022

The teamhasworkedin partnershipwithotherorganisationsacrossthe Islandto addressaccessissuesfor olderpeople and
continues its work to share best practice and learning both locally and nationally.

`Commissioned Inclusion services for older residents`

`Digital Inclusion project`

TheDigitalInclusionProjectisrunbypaidstaffandvolunteersworkingtogethertosupportolderresidentsactively seeking
supporttoaccessonlineservices.GroupworkshopsaredeliveredacrosstheIslandandcovertopicssuchasonline safety,
shoppingonline,andaccesstomedicalservices.Onetoonesupportisalsoprovidedinpersonandonlinetosupport older
residents build their skills and confidence to live an included and independent life.

Our Digital inclusion project supported 229 people to get online and improve their digital skills in 2021-22.

`Older Prisoner project at HMP IOW`

Thisproject,fundedbyAUKwithmoniesfromtheMinistryofJustice,initiallyaimedtoensurethatolderprisonersat HMP
IOWhadgoodhealthandwellbeingandcouldmaintainpositiverelationshipswiththeirfamilies.However,since the
pandemic,HMP IOW has been workingto restrictiveEmergencyOperationalProcedures,and work "throughthe gate" direct
withprisonershasbeenimpossible.ThenatureofHMPIOWasacategoryBprison,housingthoseonlifesentences or
convictedofsexualoffences,alsoprovidedchallengesduetothehighestlevelofsecurityrestrictions.Ourolder Prisoners
workeradaptedto thesechallengescreativelyandworkedwiththeprisonto identifytheneedsof olderprisoners, provided
trainingtoprisonstaffandorderlies,anddevelopedtheconceptofa"dementiafriendlycell"whichhasnowbeen created
and is the first in the country.

`Restorative Justice for older victim-survivors of crime`

TheRestorativeJusticeProjectsupportsIslandresidentsharmedbycrime,anti-socialbehaviourorconflict.Our practitioner
bringstogethervictim-survivorswiththoseresponsible,enablingeveryoneaffectedbyaparticularincidentto acknowledge
andrepairtheharmdone.Itenablesoffenderstoseethetrueeffectsoftheirbehaviouronolderresidentsand creates
opportunitiesforpositiveintergenerationalrelationships.Thisprojectisbeingdeliveredinpartnershipwith Restorative
Solutions and has been commissioned until 2023.

In2021-22thisservicesupported50victim-survivorsofcrime,delivered8hatecrimeawarenesscoursesanddelivered 2
violentcrimeawarenesscoursesinHMPIOW.OurrestorativeJusticePractitioneralsosupported5 Mediationcasesand the
recruitment of 7 AGE UKIW Restorative Justice volunteers.

`Men in Sheds`

TheNewportMeninShedsgrouparesituatedinthegardenofourregisteredoffice.Thoughtheyarenowindependent of
AUKIW they were able to use roll-overfundingto continueto supportthe remainingshed groupsrecoveringfrom the  effects
of the pandemic. This included short-term guidance by a Coordinatorto ensure that each shed has the necessary Covid-19 risk
assessmentsin place,furtherprovisionof PPE and anythingelse relevantto each shed to enable members to have continued
access to social opportunity and peer to peer support for each other through shared activity.

`Widow's Support Project`

ThisprojectfundedbytheMaryPittisFundandoverseenbytheNewportCongregationalChurch,offeredsupportto all
widowslivingwithintheparishofNewport.A surveywasundertakenandmostofthefeedbackreceivedshoweda demand
for socialopportunity.This allowedfurtherfundingto be securedfrom the Hampshireand IOW CommunityFundto create a
VirtualActivitiesProgrammeduringlockdownthatthenevolvedintoaBefriendingWalkingGroupaswe navigatedour way
outofthepandemic.FundingforthisprojectendedinSeptember2021,butreferralpathwaysremaininplacefor Digital
Inclusion and Befriending.

`Services that we charge for`

Alongsideourcharitableactivity,andservicesfundedbygrantsorthroughpublicsectorcontracts,theCharity delivers
services where a charge is made to the individual. As follows:

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AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`Independent Living Services:`

The primarypurposeof these servicesis to enableolder islandresidentsto remainindependentat home and are most often
usedbyclientswhodonotmeetthethresholdforstatutoryinterventionandsupport,orwhowishtosupplementthe care
package they have been provided by the local authority. These services are clearly marketed as charged-for.

During2021-22afinancialreviewoftheseserviceswasundertaken,assessingtheimpacttheycreateintermsof public
benefitalignedtoourpurposeandobjects,againstthereturnofasurplusasunrestrictedfundstoenablethecharity to
deliver other activities.

`Just About You (JAY)`

To enable older people to maintaintheir independenceand stay active in their communities,Just About You provides Support
Workerstoundertakeessentialdomestictasksthatclientsarenolongerabletodoforthemselves.Thismay include
shopping,cleaning,laundry,foodpreparation,dog-walkingandsitting.Clientsareagedfrom50years,andtheydecide how
manyhoursof theirSupportWorkerstime theywish to purchaseeachweek. During2021/22,570 clientswere supported to
remain independent at home; and 45 local residents were employed as Support Workers.

JAY continuedtoapplythelearningfromthepandemic,withdigitaltoolsforcommunication,logginginandoutof jobs and
cutting down on unnecessary paperwork, ensuring we operated efficiently and contributing to our green impact agenda.

`Home Safe Service`

The Home Safe Handypersonand Gardening Service provided a service across the Island. 3 technicianscarried out the work in
the community with office-based staff coordinating bookings and allocating work.

A review of the Home Safe service was undertakenduring quarter 4 of 2021/22 to assess its long-term viability.The number  of
enquiriesthattranslatedintoactualpaidworkwaslow,andtheincomegenerateddidnotcoverthecostsofoperating the
service.Ananalysisofotherprovidersofsimilarserviceswasundertaken,andasthesewereavailable,andoftenata lower
costtoclients,thedecisionwasmadetoclosetheserviceon31March2022andthe2permanentstaffmembers were
redeployed within the Charity.

`OTHER VITAL INCOME GENERATING ACTIVITY TO GENERATE A MIXED INCOME ECONOMY:`

`Fundraising activities`

Age UKIW's fundraisingis driven internally,and no professionalor commercialorganisationhas been engaged.Age UKIW has
an internalFundraisingPromise and Code of Conductthat is adheredto and was registeredwith the FundraisingRegulator in
March2018.Alleventscomplywiththesestandardsandarereviewedaftereachevent.AgeUKIWhasnotreceived any
complaintswithregardstoitsfundraisingactivitiesduringthe2021-22financialyear.Allfundraisingactivitiescomply with
General Data Protection Regulations.

AUKIW'sannualfundraisingeventsreturnedin2021-22raisingover£45,608.Annualdonationcampaignscontinuedand in
totaltheCharityreceived£79,628indonationsand£32,902inlegacydonations.Afurther£44,129wasgenerated through
bid writing/appeals to support charitable services.

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AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`FINANCIAL REVIEW`

`Financial position`

During2021-22AGEUKIWappointedanewChiefExecutiveandanewFinanceBusinessPartner.Aforensicanalysis was
undertakenwhichfocusedonappropriatecostapportionmenttoprojectsandmovingtowardsfullcostrecoveryfor each
project.IncarryingoutthisworkitbecameapparentthattheHomesafeservice,whichprovidedaHandymanservice to
clients in their own home, was unsustainable. This service was closed on 31 March 2022.

On 31 March2022 the LivingWell service was transferredto anotherproviderfollowingthe completionof a procurement by
theIsleofWightCouncil(IWC).AgeUKIWretaineditsInformationandAdviceserviceandGoodNeighbourScheme, which
were both previouslyfundedthroughthis service but remainkey to the deliveryof our CharitableObjectives.The Living Well
service was run in collaboration with 2 other partners with the funding administered by Grant from AGE UKIW.

AGEUKIWlookedforopportunitiestoexpanditsremainingservicesin2021-22andnewprojectsweresecuredfrom April
2022.These projectscontinuethe fundingreceivedfrom the Lotterybut are time restrictedprojects.AGE UKIW continues to
look for opportunities to diversify its income streams and expand opportunities to raise income through unrestricted sources.

Incomingunrestrictedandrestrictedresourcesfortheyear,availableforcharitableapplicationwererespectively, £719,462
and£1,513,005(2021:£1,021,413and£1,629,866).Unrestrictedandrestrictedexpenditureamountedto£665,520 and
£1,432,911(2021:£679,847and£1,545,531).Unrestrictedandrestrictedfundscarriedforwardattheendofthe year
amountedto£1,221,805and£347,283respectively(2021:£1,186,574and£248,478).Thein-yearsurplusof £134,036
includesasurplusonrestrictedfundsof£80,094.Unrestrictedincomecanbeusedtosupportthecharitytoachieve its
charitable objectives, however the spend of restricted funds is limited to specific projects.

`Principal funding sources`

- Big Lottery - Ageing Better - £285,308
- Independent Living Service, Just About You - £378,315
- IOW Council - £474,429
- CCG - £421,273

`Investment policy`

After prudent allocationof reserves for good governance,and commitmentto an average of 3 months liquidityavailableat all
times,therearefewfundsremainingforlong-terminvestment.However,Trusteesremaincommittedtomaintain,and if
possible,enhancethevalueoftheinvestedfundstakingabalancedriskapproachthroughduediligence.It remains
particularly important to ensure that reserves do not erode over time because of the effect of inflation.

AgeUKIWseekstominimisethelevelofriskinherentwithachievingtheobjectivessetoutabove,byholdinga diversified
investment portfolio with an overall low risk.

AreviewoftheInvestmentpolicyisundertakenannuallybytheFinanceandRiskCommitteeandanyrisktotheCharity is
mitigated by investing the Charity's funds in different bank accounts rather than an investment portfolio.

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`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`FINANCIAL REVIEW`

`Reserves policy`

TheFinanceandRiskCommitteeannuallyreviewthecharity'srequirementsforreservesinlightofthemainrisksto the
organisation,making a recommendationthat is ratifiedby the whole Board.Requirementsare reviewed againstthe  priorities
for reserves as laid out in the Reserves Policy which highlights three core purposes:

To help manage fluctuations in working capital (cashflow)
To cover specific investments for the long term benefit of the Charity's objectives (infrastructure investment to maintain/renew fixed assets; IT and other equipment to maintain efficient working and innovation)
To allow key staff to continue working, primarily to secure new funding in the event that other funding ceases and the organisations future is at risk (General Fund).

It is the policy of the charity to maintain unrestrictedfunds, which are the free reserves availableto the Charity,at a  minimum
level of 3 months and a target level of 4 months unrestrictedexpenditurein order to be confidentof maintainingthe essential
workoftheCharityintheeventofasignificantdropinfundingandtoavoidcashflowproblems.Budgetedexpenditure for
2022-23 is £1.84 million so the Charity is now achieving its target free reserves level.

The overallreservesof the Charityheld at 31 March2022amountedto £1,569,088of which£347,281are held for restricted
purposes.Unrestrictedreservesof£243,437representfixedassetsandarelinkedtoassetvaluesinthebalancesheet. An
additionalamountof£28,990ofunrestrictedreservesrelatingtolegaciesandotherfundingreceivedhavebeen previously
designatedforspecificpurposesbyTrustees.Thisleaves£949,380offreeunrestrictedreserveswhichisconsideredby the
Trustees to be sufficient to meet the reserves policy of between three and four months expenditure.

A significantdeficithadbeen anticipatedearlyin the financialyear,butpositiveactionwas takento seek alternative sources
offundingtomitigatetheimpact.Inaddition,werecognisedthatthenextfinancialyearwouldalsobedifficultinterms of
rebuildingservicesandrecoveringincomestreamsandtherewasaneedtosecurestabilityintheorganisation'sreserves to
allow that to happen for future years.

Trusteeshave thereforeestablishedthree new designatedfundswhichwill be used to help the recoveryfrom the pandemic;
these will focus on rebuilding services, developing our community outreach and supporting our staff.

Details of the funds are outlined in the Notes to the Accounts.

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AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)

REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2022

`CURRENT STATUS AND PRIORITIES FOR THE NEXT 12 MONTHS (2022/23)`

TheCharitieslongtermCEOleftAgeUKIWinJuly2021andtheBoardappointedanInterimCEOtoensurethe Charity's
stabilityduringthetransitionperiod.FollowingarobustrecruitmentprocesstheBoardappointedapermanentCEO in
November 2021 the Charity remains in a strong position to push forward with its strategic priorities.

PriortotheappointmentofthenewCEOconsultancyservicesfromMooreKingstonSmithweredonatedbythe Dunhill
MedicalTrustinordertosupportthecharitythroughaperiodoftransition.WorkinitiallyfocusedonFinancebut following
the recruitment of a new Finance team the focus changed to supporting our Strategy.

ThenewCEOisworkingwithtrusteestodevelopanewstrategic5-yearplan.Operationalprioritiesfor2022-23have been
agreed and communicated across the organisation.

ProposalsforthedevelopmentofAGEUKIW5-yearstrategyandforwardplanwillbesharedin2022-23.Thestrategy will
focus on:

1. Reviewed and strengthened Vision, Mission and Values.

2. The high-level Strategic Outcomes we seek to achieve in the next 5 years and the priorities that sit beneath.

3. The resources and enablers we will need to achieve these agreed outcomes.

4. The key activities we will deliver in pursuit of our strategic outcomes and how we will know that they have made the impact we aspire to bring about.

5. The stakeholders we will work with and for, and how we will do this.

The new strategy will be in place by 1 April 2023.

Trustees,staffandvolunteersremaincommittedtorespondingtothechangingneedsoftheCharityanditsworkforce. We
learnedalotthroughtheglobalpandemicandadaptedwaysofworking.Changesthatwerebeneficialtostaffand clients
remaininplaceandwe continuetofocusonmaintainingthepositivementalhealthofstaffandvolunteersand maximising
the use of technology.

Furtherdevelopmentstothefinancesystem(Xero)havebeencompletedenablingonlineaccesstokeyfinancialdata and
greater financialtransparency.Future improvementswill focus on a new suite of financereports and quarterlyforecasting in
order to support budgetary control.

Alongsidethis,wewillcontinuetodriveforwardplansforlong-termfinancialsustainability.Wewillseekgreater clarity
aroundpublicsectorcontracts,exploretheneedfornew/additionallegalstructurestohelpdiversifyoptionsfor service
deliveryandconsiderinvestmentinincomegeneratingservicestoincreasethepaceofgrowth.Wewillalsocontinue our
work on ensuring that each project is fully costed.

Innovationandadaptabilitywillbeimportanttoachievehigherlevelsoffundraisingincometosupportservicesthat were
previously funded through contracts.

WewillexplorehownationalandlocallessonslearntfromtheLotteryfundedAgeingBetterProgramme, universally
acknowledged as successful, can be embedded as a legacy into our strategy.

Having recognisedthe need to better communicatewhat we do and the impact of our services and activities;we will improve
andexpandourdatacollectionandcommunicationstoinformandinfluencesystempartnerssothatwebettermeet the
needs of our older population.

InordertoachievethiswewillbeadoptingamorecollaborativeapproachtoworkingwithsystempartnersontheIsle of
Wight,includingengagementwiththenewIntegratedCareSystem.Wewillbeworkinginpartnershipwiththe Local
AuthoritytosupportandinfluencethedevelopmentoftheplannedPublicHealthOlderPerson'sStrategyand Domestic
Abuse Strategyalongsidesupportingimplementationof the recent DementiaStrategyand Carer's Strategythat we were  part
of developing.

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AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`STRUCTURE, GOVERNANCE AND MANAGEMENT`

`Governing document`

AgeConcernIsleofWight(ACIW)wasregisteredasaprivatelimitedcompanyon18thJanuary2007,registration no.
06057797.ACIW originallyregistered as a charity on 29th May 1973, and the company was registered as a charity on 5th April
2007.Theassetsoftheoriginalunincorporatedassociationweretransferredintotheprivatelimitedcompanywith effect
from 1st April 2008. ACIW's governing document is its Memorandumand Articles of Associationwhich establishedthe objects
and powers of the charitablecompany and is governed under its Articles of Association.This document was reviewed, and an
administrationclause added during 2021 for submission to the Charities Commission and Companies House, and approval  and
acceptancewasreceivedon30November2021.Intheeventofthecompanybeingwoundupmembersarerequired to
contribute an amount not exceeding £1.00.

ThecharityTrusteesarealsodirectorsof thecompanyforthepurposesof charitylawandunderthecompany'sArticles are
known as the Board.

All members of the Board give their time voluntarily and receive no benefits from the charity.

Any expenses reclaimed from the charity are set out in note 13 to the accounts, totaling £120 (2021: £Nil).

`Charities Governance Code 2017`

TheBoardmeetstheprinciplesandoutcomesoftheCharitiesGovernanceCode2017byeitherapplyingthe recommended
practiceorbyrecordingitsexplanationastowhyithasdecidednottoapplytheCodeandwhatisdoneinsteadin certain
circumstances.

`Trustee tenure`

The principlesof the CharityGovernanceCode were acceptedby the Boardin 2018 and the Charityhas takensteps to  assess
howwellitmeetsrecommendedgoodpracticeandhasactedonthoseareasidentifiedforimprovement.Specifically, the
Board has accepted the recommendation that in the future the maximum Trustee tenure should be nine years.

Under the requirementsof the Memorandumand Articles of Associationthe members of the Board are elected to serve for a
periodofthreeyearsafterwhichtheymustbere-electedatthenextAnnualGeneralMeeting.Asrequiredbythe revised
MemorandumandArticlesof Associationa RetirementbyRotationSchedulewas adoptedwitheffectfromthe2019 Annual
General Meeting (AGM).

During 2021/22,two Trustees, Mr. R Evans having served five years and Mr. E L Elsom having served six years, retired from  the
Board and the Charity thanks them for their active contributionto Board activities.Sadly, Mr A Thorne, a Trustee appointed in
July2019diedsuddenlyon16March2022.TrusteesandstaffofAUKIWweredeeplyshockedbythisnewsandwish to
formally record their sincere condolencesto his wife and family and how much his loss will be felt by the Board going  forward.
Mr.ThornewasChairElectandduetotakeoverasChairon1 April2022.Co-chairingarrangementshavebeenputin place
whilst permanent recruitment is ongoing.

`Recruitment and appointment of new Trustees`

An annual review takes place of the Board membership and in the event of skills being lost, or new skills identifiedas  required
bytheTrustees,theseareactivelysoughtthrougha recruitmentprocessin accordancewiththeTrusteeRecruitment Policy.
AgeUKIWalsoworkstoensurethattheBoardreflectstheCharity'scommitmenttoequalityanddiversityand the
involvementofolderpeoplethemselves.Inthefirstinstance,Trusteesundertakeaskillsandexperienceauditof current
memberstohelpidentifywheregapsexistandtoguidefuturerecruitmentandselectionrequirements.Twonew trustees
were appointed during 2021/22.

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`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`STRUCTURE, GOVERNANCE AND MANAGEMENT`

`Induction and training of new Trustees`

Atrusteeinductionpackismaintainedandcontainsavarietyofinformation,includingvariousCharity Commission
publicationsandthegovernancedocumentsrelevanttotheTrusteerole.Thesearemadeavailabletonewand serving
TrusteesonsoftwaredesignedtomanageaccesstoallmaterialwhichTrusteesrequire,includingallmeetingpapers and
notes.

`Key management remuneration`

TheboardofTrusteesmakesdecisionsastothepayofkeymanagementpersonnelaftergivingdueconsideration to
performanceandtherequirementsoftheroles.TheboardhasconsiderableHRexperiencewhichisinvaluablein assisting
with this consideration.

`Related parties`

In so far as it is complementaryto the Charity'sobjects,the Charityis guided by both local and nationalpolicyand initiatives.
This includes:

`National Policy and Guidance:`

`o`	`Safeguarding Vulnerable Groups Act (2006)`
`o`	`The Care Act (2014)`
`o`	`Department of Communities and Local Government Active Aging Strategy 2016-22`
`o`	`Centre for Aging Better, Age Friendly Initiative`

`Local Policy and Guidance:`

`o`	`4 Local Adult Safeguarding Boards "Safeguarding Adults Policy (2020)"`
`o`	`IOW Council's Adult Social Care "Care Close to Home" Strategy`
`o`	`IOW Dementia Strategy`
`o`	`IOW Carer's Strategy`

Age UK Isle of Wight are activelyrepresentedin several Isle of Wight strategicand operationalmulti-agencyforums related to
our core purpose and articles. This includes:

`o`	`IOW safeguarding Adults Board`
`o`	`IOW Health and Wellbeing Board`
`o`	`IOW Voluntary Sector Forum`
`o`	`Integrated Care System IOW Place Community Transformation Board`
`o`	`Dementia Strategy Implementation Board`
`o`	`Dementia Strategy Group`
`o`	`Carers Strategy group`
`o`	`Head of Organisations meeting with IOW MP Bob Seeley`
`o`	`Covid & Flu task Group`
`o`	`Covid 19, Affected Residents Cell`
`o`	`South East Regional Congress Age UK`
`o`	`Community Connectors IW`

`Age UK Brand Partnership Agreement`

AgeUKIWis anindependentcharity,separatefromnationalAge UK.ThecharityworkstogetherwithAgeUK andthe wider
network,inaspiritofcollaborationandmutualsupporttoachievecommongoals.Asaresultofthepandemicand key
leadershipchangesatnationallevelof Age UK,implementationof a new BrandPartnershipAgreementhasbeen postponed
untilApril2024.Everyeffortis beingmadeto ensurethatwhateverchangetakesplace,the manypeoplewho benefit from
our local services will continue to be able to do so irrespectiveof our future structuralrelationshipwith our National Umbrella
Organisation.

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`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`STRUCTURE, GOVERNANCE AND MANAGEMENT`

`Risk management`

TrusteesactivelyreviewtheCharity'sriskregisteratbothFinanceandRiskCommitteemeetingsandTrustee Monitoring
Meetings.Risksareratedaccordingtobothlikelihoodandimpactandcorecontrolsandadditionalmitigatingactions are
agreed to reduce the likelihood or severity where possible to within tolerable levels.

During this year the key risk themes identified related to:

Covid-19 recovery and restoration ensuring all activities were operating safely and effectively
Financial sustainability with the ending of several key sources of funding, leading to a forensic analysis of current activity funding and costing. The Trustees believe that AUKIW's approach to reserves, combined with the annual review of the controls over key financial systems, will enable adequate resources when faced with a significant drop in funding. These procedures are periodically reviewed to ensure that they continue to meet the needs of the Charity.
Short-term funding for new projects that are extended on a three-monthly basis, making future planning and staff retention challenging.
Challenges recruiting and retaining Support Workers in our JAY service. Reviewing information from exit interviews highlighted staff often moved for small increases in hourly rate. We responded by becoming Real Living Wage accredited and offering all our paid colleagues the real living wage as a minimum.

A CharityBusiness ContinuityPlan is in place with scheduledreviews. Our Covid-19 Recovery Plan supportedour return to  full
operationswith appropriateassimilationof new working practicesthat support effectivenessand efficiencydeveloped as  part
of our pandemic response.

Page 15

`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`STRUCTURE, GOVERNANCE AND MANAGEMENT`

`Board and Committee Structure`

TheCharityhasaTrusteeBoardcurrentlycomprisingof7memberswhoareresponsiblefortheoverallgovernance and
strategicdirectionof the Charity,and who come from a variety of backgroundsrelevant to the work of Age UKIW.From  April
2019 the new Articles and Governance Rules allow for a Board of no less than 5 but a maximum of 10 Trustees.

TrusteeMonitoringMeetingsarescheduledthreetimeseachyearandtherearetwoCommittees;theFinanceand Risk
Committee,andanIncomeGenerationandCommunicationsCommitteethateachalsomeet3timesperyear. Additional
meetings are arranged when required to discuss urgent business.

In July 2021 Ms J Dare left her post as CEO and Company Secretary,and at the 2021 AGM, the Board appointedthe new CEO,
Mrs R Mckernan as Company Secretary. The Company Secretary sits on the Board but has no voting rights.

`Link Trustee Role`

ThisroleallowsTrusteestogainanin-depthappreciationoftheworkofanominateddepartment,broadeningtheir own
understanding,and providing an opportunityto probe and challenge.The responsibleHead of Service will have a Trustee with
whomtheycandiscussissuesrelatingtotheirspecificexpertiseanduseasasoundingboard.Reportingmechanisms have
been established so that Trustees share their experience and learning twice per year at Monitoring Meetings.

`Infrastructure and Organisational Structure`

`Infrastructure`

A robust infrastructure is fundamental to the management and sustainability of Age UKIW and includes:

Chief Executive Officer and Executive Assistant

`o`	`Governance`
`o`	`Support for Trustees`
`o`	`Human Resources`
`o`	`Health & Safety`
`o`	`Premises`
`o`	`IT/Telephony`
`o`	`Age Friendly Island and Thrive`
`o`	`Quality`
`o`	`Fundraising, Marketing and Communications`

Finance Business Partner

oFinance

Chief Operations Officer

oServices

`Organisational structure`

ACIW (T/A Age UK Isle of Wight) is a local, independentregisteredCharityand a member of the Age EnglandAssociation.As  a
member of the Federation, Age UKIW is able to share information with the network of charities under the Age UK umbrella.

Theday-to-dayoperationofAgeUKIWisdelegatedtotheChiefExecutiveOfficer,ExecutiveTeamandTeamLeaders to
delivertheservicesspecified,meetstrategicobjectivesandensuresustainabilityisachieved.ASchemeofDelegationis in
place with scheduled reviews.

Internalinfrastructuresupporthas significantlyimprovedto allow both Trusteesand the ExecutiveTeam to monitor strategic
progressandmakesounddecisions,maintainingfocusonriskassessment,timelymanagementaccountinginformation and
strategic reporting.

Page 16

`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`STRUCTURE, GOVERNANCE AND MANAGEMENT`

`Quality Management`

TheCharityalsocontinuedtomaintaintheAUKCharityQualityStandard(CQS)whichrecognisesthehighstandardof our
performanceasanorganisation.Itcertifiesthatourorganisationiswellgovernedandmanaged;hasacleardirection and
strategy; and is committed to ensuring the well-being and safety of older people, our staff and volunteers.

`REFERENCE AND ADMINISTRATIVE DETAILS`

`Registered Company number`

06057797 (England and Wales)

`Registered Charity number`

`Registered office`

St Thomas' Chambers
147 High Street
Newport
Isle of Wight
PO30 1TY

`Trustees Trustees`

D Berryman (resigned 5.4.21)
V A Barraclough
E L Elsom (resigned 24.3.22)
R Evans (resigned 25.11.21)
S Evans
S Fraser
L Buckman
R Robertson
A Thorne (resigned 16.3.22)
J Archer (appointed 12.4.21)
P Eagle (appointed 12.4.21)

`Company Secretary`

Ms J Dare (retired 21.07.21)
R Mckernan (appointed 25.11.21)

`Auditors`

Bright Brown Limited
Chartered Accountants
Statutory Auditor
Exchange House
St. Cross Lane
Newport
Isle of Wight
PO30 5BZ

Page 17

`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`REFERENCE AND ADMINISTRATIVE DETAILS`

`Bankers`

Barclays Bank UK Plc
102 St. James' Street
Newport
PO30 1UP

The Charity Bank Ltd
Fosse House
182 High Street
Tonbridge
TN9 1BE

`Chief Executive Officer`

Ms J Dare (retired 21.07.21)
Mrs M Bunce (appointed in an interim capacity between Ms Dare and Mrs Mckernan)
Mrs R McKernan (appointed 08.11.2021)

`STATEMENT OF TRUSTEES' RESPONSIBILITIES`

Thetrustees(whoarealsothedirectorsofAgeConcernIsleofWightforthepurposesofcompanylaw)areresponsible for
preparingtheReportoftheTrusteesandthefinancialstatementsinaccordancewithapplicablelawandUnited Kingdom
Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Companylawrequiresthetrusteestopreparefinancialstatementsforeachfinancialyearwhichgivea trueandfairview of
thestateofaffairsofthecharitablecompanyandoftheincomingresourcesandapplicationofresources,including the
incomeand expenditure,of the charitablecompanyfor thatperiod.In preparingthosefinancialstatements,the trustees are
required to

select suitable accounting policies and then apply them consistently;
observe the methods and principles in the Charity SORP;
make judgements and estimates that are reasonable and prudent;
prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charitable company will continue in business.

Thetrusteesareresponsibleforkeepingproperaccountingrecordswhichdisclosewithreasonableaccuracyatanytime the
financialpositionofthecharitablecompanyandtoenablethemtoensurethatthefinancialstatementscomplywith the
CompaniesAct2006.Theyarealsoresponsibleforsafeguardingtheassetsofthecharitablecompanyandhencefor taking
reasonable steps for the prevention and detection of fraud and other irregularities.

In so far as the trustees are aware:

there is no relevant audit information of which the charitable company's auditors are unaware; and
the trustees have taken all steps that they ought to have taken to make themselves aware of any relevant audit information and to establish that the auditors are aware of that information.

Approved by order of the board of trustees on ............................................. and signed on its behalf by:

............................................................................
S Evans - Trustee

Page 18

REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF
AGE CONCERN ISLE OF WIGHT

`Opinion`

WehaveauditedthefinancialstatementsofAgeConcernIsleofWight(the'charitablecompany')fortheyear ended
31March2022whichcomprisetheStatementof FinancialActivities,theBalanceSheet,theCashFlowStatementand notes
to the financialstatements,includinga summary of significantaccountingpolicies.The financialreportingframework that has
beenappliedintheirpreparationisapplicablelawandUnitedKingdomAccountingStandards(UnitedKingdom Generally
Accepted Accounting Practice).

In our opinion the financial statements:
give a true and fair view of the state of the charitable company's affairs as at 31 March 2022 and of its incoming resources and application of resources, including its income and expenditure, for the year then ended;
have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and
have been prepared in accordance with the requirements of the Companies Act 2006.

`Basis for opinion`

WeconductedourauditinaccordancewithInternationalStandardsonAuditing(UK)(ISAs(UK))andapplicablelaw. Our
responsibilitiesunderthosestandardsarefurtherdescribedintheAuditors'responsibilitiesfortheauditofthe financial
statementssectionofourreport.Weareindependentofthecharitablecompanyinaccordancewiththe ethical
requirementsthat are relevant to our audit of the financialstatementsin the UK, includingthe FRC's EthicalStandard,and we
have fulfilled our other ethical responsibilitiesin accordancewith these requirements.We believe that the audit evidence we
have obtained is sufficient and appropriate to provide a basis for our opinion.

`Conclusions relating to going concern`

In auditingthe financialstatements,we have concludedthat the trustees'use of the going concernbasis of accountingin the
preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertaintiesrelating to events or conditions that,
individuallyor collectively,may cast significantdoubt on the charitablecompany'sabilityto continueas a going concernfor a
period of at least twelve months from when the financial statements are authorised for issue.

Ourresponsibilitiesandtheresponsibilitiesofthetrusteeswithrespecttogoingconcernaredescribedinthe relevant
sections of this report.

`Other information`

Thetrusteesareresponsiblefortheotherinformation.Theotherinformationcomprisestheinformationincludedin the
Annual Report, other than the financial statements and our Report of the Independent Auditors thereon.

Ouropiniononthefinancialstatementsdoesnotcovertheotherinformationand,excepttotheextentotherwise explicitly
stated in our report, we do not express any form of assurance conclusion thereon.

In connectionwithourauditof thefinancialstatements,ourresponsibilityis to readtheotherinformationand,in doing so,
considerwhether the other informationis materiallyinconsistentwith the financialstatementsor our knowledgeobtained in
theauditorotherwiseappearstobemateriallymisstated.Ifweidentifysuchmaterialinconsistenciesorapparent material
misstatements,we arerequiredtodeterminewhetherthisgivesrisetoamaterialmisstatementinthefinancial statements
themselves.If,basedontheworkwehaveperformed,weconcludethatthereisamaterialmisstatementofthis other
information, we are required to report that fact.  We have nothing to report in this regard.

`Opinions on other matters prescribed by the Companies Act 2006`

In our opinion, based on the work undertaken in the course of the audit:

the information given in the Report of the Trustees for the financial year for which the financial statements are prepared is consistent with the financial statements; and
the Report of the Trustees has been prepared in accordance with applicable legal requirements.

Page 19

REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF
AGE CONCERN ISLE OF WIGHT

`Matters on which we are required to report by exception`

In the light of the knowledgeand understandingof the charitablecompanyand its environmentobtainedin the course of  the
audit, we have not identified material misstatements in the Report of the Trustees.

We have nothingto reportin respectof the followingmatterswhere the CompaniesAct 2006requiresus to reportto you  if,
in our opinion:

adequate accounting records have not been kept or returns adequate for our audit have not been received from branches not visited by us; or
the financial statements are not in agreement with the accounting records and returns; or
certain disclosures of trustees' remuneration specified by law are not made; or
we have not received all the information and explanations we require for our audit; or
the trustees were not entitled to take advantage of the small companies exemption from the requirement to prepare a Strategic Report or in preparing the Report of the Trustees.

`Responsibilities of trustees`

AsexplainedmorefullyintheStatementofTrustees'Responsibilities,thetrustees(whoarealsothedirectorsof the
charitablecompanyfor the purposesof companylaw) are responsiblefor the preparationof the financialstatementsand for
beingsatisfiedthattheygiveatrueandfairview,andforsuchinternalcontrolasthetrusteesdetermineisnecessary to
enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

Inpreparingthefinancialstatements,thetrusteesareresponsibleforassessingthecharitablecompany'sabilityto continue
as a going concern, disclosing,as applicable,matters related to going concern and using the going concern basis of  accounting
unlessthetrusteeseitherintendtoliquidatethecharitablecompanyortoceaseoperations,orhavenorealistic alternative
but to do so.

`Our responsibilities for the audit of the financial statements`

Our objectivesare to obtainreasonableassuranceaboutwhetherthe financialstatementsas a whole are free from material
misstatement,whetherduetofraudorerror,andtoissueaReportoftheIndependentAuditorsthatincludesour opinion.
Reasonableassuranceis a high level of assurance,but is not a guaranteethat an audit conductedin accordancewith ISAs  (UK)
willalwaysdetectamaterialmisstatementwhenitexists.Misstatementscanarisefromfraudorerrorandare considered
materialif,individuallyorintheaggregate,theycouldreasonablybeexpectedtoinfluencetheeconomicdecisionsof users
taken on the basis of these financial statements.

Irregularities,includingfraud,areinstancesofnon-compliancewithlawsandregulations.We designproceduresinline with
our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud.

Aspartofplanningourauditwedeterminedmaterialityandassessedtherisksofmaterialmisstatementinthe financial
statements.Based on our understandingof the charitablecompany we identified the principal risks to the charitable company
asmanagementoverrideofcontrols,potentialforfraudinrespectofrevenuerecognitionparticularlyinrespectof cash
income, and potential for cut off of grant income to be incorrectly applied.

Page 20

REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF
AGE CONCERN ISLE OF WIGHT

Audit procedures performed by the engagement team included:

A review of journals made in preparing the final results for preparation of the accounts, and a review of accounting estimates made by management.
Review to ensure there are no transactions that have no apparent business or charitable purpose, or that have been processed outside the usual accounting systems.
Extension of the sample sizes for audit testing carried out in relation to cash income, and consideration and testing of controls in place around this income.
Discussions with management, including consideration of any known or suspected instances of non-compliance with laws and regulations or fraud.
A review of all contracts related to grant income, and careful consideration of the performance related conditions surrounding entitlement to income.

Thereareinherentlimitationsintheauditproceduresdescribedabove,andthefurtherremovednon-compliancewith laws
andregulationsis from eventsandtransactionsreflectedin the financialstatements,the less likelywe are to become aware
of it. The risk of not detectinga material misstatementdue to fraud is higher than the risk of not detectingone resulting from
error, as fraud may involve deliberate concealment or intentional misrepresentations.

AfurtherdescriptionofourresponsibilitiesfortheauditofthefinancialstatementsislocatedontheFinancial Reporting
Council'swebsiteatwww.frc.org.uk/auditorsresponsibilities.ThisdescriptionformspartofourReportofthe Independent
Auditors.

`Use of our report`

Thisreportismadesolelytothecharitablecompany'smembers,asabody,inaccordancewithChapter3ofPart16of the
Companies Act 2006. Our audit work has been undertakenso that we might state to the charitablecompany'smembers  those
matterswe are requiredto stateto themin an auditors'reportandfor no otherpurpose.To the fullestextentpermitted by
law,wedonotacceptorassumeresponsibilitytoanyoneotherthanthecharitablecompanyandthecharitable company's
members as a body, for our audit work, for this report, or for the opinions we have formed.

Gavin Kelly ACA ACCA (Senior Statutory Auditor)
for and on behalf of Bright Brown Limited
Chartered Accountants
Statutory Auditor
Exchange House
St. Cross Lane
Newport
Isle of Wight
PO30 5BZ

Date: .............................................

Page 21

`AGE CONCERN ISLE OF WIGHT`

`STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING AN INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2022`

`Notes` `INCOME AND ENDOWMENTS FROM` `Donations and legacies` `3` `Charitable activities` `Enhancing and supporting lives` `Other trading activities` `4` `Investment income` `5` `Total` `EXPENDITURE ON` `Raising funds` `7` `Charitable activities` `8` `Enhancing and supporting lives` `Other` `11` `Total` `NET INCOME` `Transfers between funds` `23` `Net movement in funds` `RECONCILIATION OF FUNDS` `Total funds brought forward` `TOTAL FUNDS CARRIED FORWARD`	`Unrestricted` `funds` `£` `175,804` `497,351` `44,463` `1,844` `719,462` `41,362` `623,155` `1,003` `665,520` `53,942` `(18,711)` `35,231` `1,186,574` `1,221,805`	`Restricted` `funds` `£` `10,495` `1,501,365` `1,145` `-` `1,513,005` `-` `1,432,911` `-` `1,432,911` `80,094` `18,711` `98,805` `248,478` `347,283`	`2022` `Total` `funds` `£` `186,299` `1,998,716` `45,608` `1,844` `2,232,467` `41,362` `2,056,066` `1,003` `2,098,431` `134,036` `-` `134,036` `1,435,052` `1,569,088`	`2021` `Total` `funds` `£` `465,917` `2,169,782` `11,214` `4,366`
				`2,651,279`
				`39,949` `2,186,163` `(734)`
				`2,225,378`
				`425,901` `-`
				`425,901` `1,009,151`
				`1,435,052`

The notes form part of these financial statements

Page 22

`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`BALANCE SHEET`

`31 MARCH 2022`

`Notes` `FIXED ASSETS` `Intangible assets` `16` `Tangible assets` `17` `CURRENT ASSETS` `Debtors` `18` `Cash at bank` `CREDITORS` `Amounts falling due within one year` `19` `NET CURRENT ASSETS` `TOTAL ASSETS LESS CURRENT LIABILITIES` `CREDITORS` `Amounts falling due after more than one year` `20` `NET ASSETS` `FUNDS` `23` `Unrestricted funds` `Restricted funds` `TOTAL FUNDS`	`Unrestricted` `funds` `£` `-` `243,437` `243,437` `90,584` `1,065,781` `1,156,365` `(79,713)` `1,076,652` `1,320,089` `(98,287)` `1,221,802`	`Restricted` `funds` `£` `-` `-` `-` `-` `347,286` `347,286` `-` `347,286` `347,286` `-` `347,286`	`2022` `Total` `funds` `£` `-` `243,437` `243,437` `90,584` `1,413,067` `1,503,651` `(79,713)` `1,423,938` `1,667,375` `(98,287)` `1,569,088` `1,221,802` `347,286` `1,569,088`	`2021` `Total` `funds` `£` `7,367` `251,573`
				`258,940` `89,387` `1,362,371`
				`1,451,758` `(169,401)`
				`1,282,357`
				`1,541,297` `(106,245)`
				`1,435,052`
				`1,186,574` `248,478`
				`1,435,052`

These financialstatementshave been preparedin accordancewith the provisionsapplicableto charitablecompanies subject
to the small companies regime.

The financialstatementswere approved by the Board of Trustees and authorisedfor issue on ............................................. and
were signed on its behalf by:

.............................................
S Evans - Trustee

The notes form part of these financial statements

Page 23

AGE CONCERN ISLE OF WIGHT

`CASH FLOW STATEMENT FOR THE YEAR ENDED 31 MARCH 2022`

`Notes` `Cash flows from operating activities` `Cash generated from operations` `1` `Net cash provided by operating activities` `Cash flows from investing activities` `Purchase of tangible fixed assets` `Interest received` `Net cash used in investing activities` `Cash flows from financing activities` `Loan repayments in year` `Net cash used in financing activities` `Change in cash and cash equivalents in the` `reporting period` `Cash and cash equivalents at the beginning of` `the reporting period` `Cash and cash equivalents at the end of the` `reporting period`	`2022` `£` `72,757` `72,757` `(12,469)` `1,844` `(10,625)` `(11,436)` `(11,436)` `50,696` `1,362,371` `1,413,067`	`2021` `£` `394,695` `394,695` `(17,906)` `4,366` `(13,540)` `(11,702)` `(11,702)` `369,453` `992,918` `1,362,371`

The notes form part of these financial statements

Page 24

AGE CONCERN ISLE OF WIGHT

`NOTES TO THE CASH FLOW STATEMENT FOR THE YEAR ENDED 31 MARCH 2022`

`1.` `RECONCILIATION OF NET INCOME TO NET CASH FLOW FROM OPERATING ACTIVITIES` `Net income for the reporting period (as per the Statement of Financial` `Activities)` `Adjustments for:` `Depreciation charges` `Loss on disposal of fixed assets` `Interest received` `Loan interest paid` `(Increase)/decrease in debtors` `Decrease in creditors` `Net cash provided by operations` `2.` `ANALYSIS OF CHANGES IN NET FUNDS` `At 1.4.21` `£` `Net cash` `Cash at bank` `1,362,371` `1,362,371` `Debt` `Debts falling due within 1 year` `(7,128)` `Debts falling due after 1 year` `(106,245)` `(113,373)` `Total` `1,248,998`	`2022` `£` `134,036` `25,887` `2,084` `(1,844)` `3,780` `(1,197)` `(89,989)` `72,757` `Cash flow` `£` `50,696` `50,696` `(301)` `7,958` `7,657` `58,353`	`2021` `£` `425,901` `37,329` `1` `(4,366)` `3,965` `19,280` `(87,415)` `394,695` `At 31.3.22` `£` `1,413,067` `1,413,067` `(7,429)` `(98,287)` `(105,716)` `1,307,351`

The notes form part of these financial statements

Page 25

AGE CONCERN ISLE OF WIGHT

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2022

`1. GENERAL INFORMATION`

AgeConcernIsleofWightisaprivatecompanylimitedbyguaranteeandincorporatedinEngland.The financial
statements are presented in Pounds Sterling, which is the functional currency of the charitable company.

TheregisteredofficeofthecharitablecompanyisStThomas'Chambers,147HighStreet,Newport,Isleof Wight,
PO30 1TY.

There are no material uncertainties about the charity's ability to continue.

`2. ACCOUNTING POLICIES`

`Basis of preparing the financial statements`

Thefinancialstatementsofthecharitablecompany,whichisapublicbenefitentityunderFRS102,have been
preparedinaccordancewiththeCharitiesSORP(FRS102)'AccountingandReportingbyCharities:Statement of
RecommendedPracticeapplicabletocharitiespreparingtheiraccountsinaccordancewiththeFinancial Reporting
StandardapplicableintheUKandRepublicofIreland(FRS102)(effective1January2019)',Financial Reporting
Standard102'TheFinancialReportingStandardapplicablein theUK andRepublicof Ireland'andtheCompanies Act
2006.Thefinancialstatementshavebeenpreparedunderthehistoricalcostconvention,withtheexception of
investments which are included at market value.

`Income`

AllincomeisrecognisedintheStatementofFinancialActivitiesoncethecharityhasentitlementtothefunds,it is
probable that the income will be received and the amount can be measured reliably.

Wheregrantincomeissubjecttoperformancerelatedconditionsincomeisrecognisedtotheextent that
performance has been achieved.

`Expenditure`

Liabilitiesare recognised as expenditureas soon as there is a legal or constructiveobligationcommittingthe charity to
that expenditure,it is probablethat a transferof economicbenefitswill be requiredin settlementand the amount of
theobligationcanbemeasuredreliably.Expenditureisaccountedforonanaccrualsbasisandhasbeen classified
under headingsthat aggregateall cost related to the category.Where costs cannot be directlyattributedto particular
headings they have been allocated to activities on a basis consistent with the use of resources.

Grantsofferedsubjecttoconditionswhichhavenotbeenmetattheyearenddatearenotedasacommitment but
not accrued as expenditure.

`Intangible fixed assets`

Intangible fixed assets are measured at cost less accumulative amortisation and any accumulated impairment losses.

Amortisationof intangiblefixed assets is provided at the following annual rates in order to write off each asset over its
estimated useful life.

Computer software- Over 4 years on cost

`Tangible fixed assets`

Tangiblefixedassetsaremeasuredatcostlessaccumulateddepreciationandanyaccumulatedimpairment losses.
Assets costing less than £1,000 are not capitalised.

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

continued...

Page 26

AGE CONCERN ISLE OF WIGHT

NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2022

`2. ACCOUNTING POLICIES - continued`

`Tangible fixed assets`

`Tangible fixed assets`
`Land and buildings`	`- not provided`
`Plant and machinery`	`- Over 4 or 5 years on cost`

Thetrusteesareoftheopinionthattheresidualvalueofthefreeholdbuildingswillnotbelessthancost and
therefore the freehold buildings are not depreciated.

The gain or loss arising on the disposalof an asset is determinedas the differencebetween the sale proceedsand the
carrying value of the asset, and is recognised in income or expenditure for the year as appropriate.

`Investments`

Investments in subsidiaries and associates are measured at cost less any accumulated impairment losses.

`Taxation`

The charity is exempt from corporation tax on its charitable activities.

`Fund accounting`

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restrictedfundscanonlybeusedforparticularrestrictedpurposeswithintheobjectsofthecharity. Restrictions
arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

`Pension costs and other post-retirement benefits`

Thecharitablecompanyoperatesadefinedcontributionpensionscheme.Contributionspayabletothe charitable
company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

`Creditors`

Short term creditors are measured at transaction (invoice) price

Loansandotherfinancialliabilitiesareinitiallyrecognisedattransactionpricenetofanytransactioncosts and
subsequently measured at amortised cost determined using the effective interest method.

`Provisions`

Provisionsarerecognisedwhenthereisanobligationatthereportingdateasaresultofapastevent,itis probable
thateconomicbenefitwill be transferredto settletheobligationandtheamountof theobligationcanbe estimated
reliably.

`Going Concern`

There are no material uncertainties about the charity's ability to continue as a going concern.

continued...

Page 27

AGE CONCERN ISLE OF WIGHT

`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022`

`3. DONATIONS AND LEGACIES`

`2021` `Total` `funds` `£` `75,396` `3,000` `387,521` `465,917` `2021` `Total` `funds` `£` `11,214` `2021` `Total` `funds` `£` `4,366` `2021` `£` `1,845,029` `301,631` `-` `-` `23,122` `-` `-` `-`	`2021` `Total` `funds` `£` `75,396` `3,000` `387,521`	`2021` `Total` `funds` `£` `75,396` `3,000` `387,521`
	`465,917`
		`2021` `Total` `funds` `£` `11,214`
`2,169,782`

continued...

Page 28

AGE CONCERN ISLE OF WIGHT

`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022`

`7. RAISING FUNDS`

`Raising donations and legacies`

`Raising donations and legacies`
`Unrestricted` `Restricted` `funds` `funds` `£` `£` `Staff costs` `41,362` `-` `Fundraising costs` `-` `-` `41,362` `-`	`2022` `Total` `funds` `£` `41,362` `-` `41,362`	`2021` `Total` `funds` `£` `37,466` `2,483`
		`39,949`

`8. CHARITABLE ACTIVITIES COSTS`

`Enhancing and supporting lives` `DIRECT COSTS OF CHARITABLE ACTIVITIES` `Staff costs` `Trustees' expenses` `Employee related costs` `Volunteer recruitment and expenses` `Direct project costs` `Premises costs` `Office costs` `Transportation and costs` `Bank charges and interest` `Auditors' remuneration` `Auditors' remuneration for non audit work` `Legal and professional fees` `Depreciation` `Loss on sale of assets`	`Direct` `Costs (see` `note 9)` `£` `2,008,302`	`Grant` `funding of` `activities` `(see note` `10)` `£` `47,764` `2022` `£` `1,569,193` `120` `14,384` `1,086` `201,537` `18,383` `80,509` `16,570` `5,758` `11,080` `538` `61,173` `25,887` `2,084` `2,008,302`	`Totals` `£` `2,056,066`
			`2021` `£` `1,673,300` `-` `13,792` `239` `52,422` `12,718` `72,109` `11,137` `5,677` `10,000` `151` `44,047` `37,329` `1`
			`1,932,922`

`9. DIRECT COSTS OF CHARITABLE ACTIVITIES`

Included in direct costs is interest payable of £3,781 in relation to the bank loan (2021: £3,965).

continued...

Page 29

AGE CONCERN ISLE OF WIGHT

`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022`

`10.` `GRANTS PAYABLE` `Enhancing and supporting lives` `The total grants paid to institutions during the year was as follows:` `Carers IW` `People Matter IW` `Citizen's Advice Bureau` `Osel`	`2022` `£` `47,764` `2022` `£` `-` `30,264` `17,500` `-` `47,764`	`2021` `£` `253,241`
		`2021` `£` `53,568` `120,230` `70,000` `9,443`
		`253,241`

`11.`	`OTHER`
				`2022`	`2021`
		`Unrestricted`	`Restricted`	`Total`	`Total`
		`funds`	`funds`	`funds`	`funds`
		`£`	`£`	`£`	`£`
	`Bad debt`	`1,003`	`-`	`1,003`	`(734)`
`12.`	`NET INCOME/(EXPENDITURE)`
	`Net income/(expenditure) is stated after charging/(crediting):`
				`2022`	`2021`
				`£`	`£`
	`Depreciation - owned assets`			`20,111`	`29,371`
	`Deficit on disposal of fixed assets`			`2,084`	`1`
	`Computer software amortisation`			`5,777`	`7,958`
	`Operating lease costs`			`13,050`	`13,050`
	`Auditors' remuneration - Audit services`			`11,080`	`10,000`
	`Auditors' remuneration - Non-audit services`			`538`	`151`

continued...

Page 30

AGE CONCERN ISLE OF WIGHT

NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2022

`13. TRUSTEES' REMUNERATION AND BENEFITS`

Therewerenotrustees'remunerationorotherbenefitsfortheyearended31March2022norfortheyear ended
31 March 2021.

`Trustees' expenses`

	`2022`	`2021`
	`£`	`£`
`Trustees' expenses`	`120`		`-`

Theexpensespaidtoone(2021:none)trusteerepresentsthereimbursementsoftravel,ITandtraining costs.These
expenses were repaid in full to charity by way of a donation from the trustee.

`14. STAFF COSTS`

`Wages and salaries` `Social security costs` `Other pension costs`	`2022` `£` `1,487,773` `97,684` `25,098` `1,610,555`	`2021` `£` `1,575,928` `105,128` `29,710`
		`1,710,766`

The average monthly number of employees during the year was as follows:

`2022`	`2021`
`113`	`122`

No employees received emoluments in excess of £60,000.

`Key management personnel remuneration and benefits`

The total amountof remunerationand benefitsreceived by the five key managementpersonnelwas £175,498 (2021:
£202,147).

`15. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES`

`INCOME AND ENDOWMENTS FROM` `Donations and legacies` `Charitable activities` `Enhancing and supporting lives` `Other trading activities` `Investment income` `Total`	`Unrestricted` `funds` `£` `465,609` `540,724` `10,714` `4,366` `1,021,413`	`Restricted` `funds` `£` `308` `1,629,058` `500` `-` `1,629,866`	`Total` `funds` `£` `465,917` `2,169,782` `11,214` `4,366`
			`2,651,279`

continued...

Page 31

AGE CONCERN ISLE OF WIGHT

`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022`

`15.` `COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued` `Unrestricted` `funds` `£` `EXPENDITURE ON` `Raising funds` `39,949` `Charitable activities` `Enhancing and supporting lives` `640,632` `Other` `(734)` `Total` `679,847` `NET INCOME` `341,566` `Transfers between funds` `4,153` `Net movement in funds` `345,719` `RECONCILIATION OF FUNDS` `Total funds brought forward` `840,858` `TOTAL FUNDS CARRIED FORWARD` `1,186,577` `16.` `INTANGIBLE FIXED ASSETS` `COST` `At 1 April 2021` `Disposals` `At 31 March 2022` `AMORTISATION` `At 1 April 2021` `Charge for year` `Eliminated on disposal` `At 31 March 2022` `NET BOOK VALUE` `At 31 March 2022` `At 31 March 2021`	`Restricted` `funds` `£` `-` `1,545,531` `-` `1,545,531` `84,335` `(4,153)` `80,182` `168,293` `248,475`	`Total` `funds` `£` `39,949` `2,186,163` `(734)`
		`2,225,378`
		`425,901` `-`
		`425,901` `1,009,151`
		`1,435,052`
		`Computer` `software` `£` `23,576` `(23,576)` `-` `16,209` `5,777` `(21,986)` `-` `-` `7,367`

continued...

Page 32

AGE CONCERN ISLE OF WIGHT

`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022`

`17. TANGIBLE FIXED ASSETS`

`COST` `At 1 April 2021` `Additions` `Disposals` `At 31 March 2022` `DEPRECIATION` `At 1 April 2021` `Charge for year` `Eliminated on disposal` `At 31 March 2022` `NET BOOK VALUE` `At 31 March 2022` `At 31 March 2021` `18.` `DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR` `Trade debtors` `Prepayments and accrued income`	`Freehold` `property` `£` `214,918` `-` `-` `214,918` `-` `-` `-` `-` `214,918` `214,918`	`Plant and` `machinery` `£` `158,408` `12,469` `(8,732)` `162,145` `121,753` `20,111` `(8,238)` `133,626` `28,519` `36,655` `2022` `£` `89,923` `661` `90,584`	`Totals` `£` `373,326` `12,469` `(8,732)` `377,063` `121,753` `20,111` `(8,238)` `133,626` `243,437` `251,573` `2021` `£` `79,219` `10,168` `89,387`

continued...

Page 33

AGE CONCERN ISLE OF WIGHT

`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022`

`19. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR`

`Bank loans and overdrafts (see note 21)` `Trade creditors` `Social security and other taxes` `Other creditors` `Accruals and deferred income` `Deferred grants`	`2022` `£` `7,429` `8,695` `-` `5,202` `27,125` `31,262` `79,713`	`2021` `£` `7,128` `28,866` `2,386` `4,244` `27,665` `99,112` `169,401`

Deferredincomeisincludedwithinothercreditorsfallingduewithinoneyearandhasarisenasaresult of
performance-relatedconditionsongrantsnotbeingfulfilledatthereportingdateandtherefore unconditional
entitlement to the income has not passed to the charity at the year end.

`2021`	`2021`	`2020`
`£`		`£`
`136,452`		`152,902`
`(136,452)`		`(152,902)`
	`99,112`	`136,452`


	`99,112`	`136,452`

	`2022` `£` `98,287` `2022` `£` `7,429` `7,744` `25,255` `65,288`	`2021` `£` `106,245` `2021` `£` `7,128` `7,429` `24,230` `74,586`

continued...

Page 34

AGE CONCERN ISLE OF WIGHT

NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2022

`21. LOANS - continued`

The bank loan is repayablein monthlyinstalmentsover a period of 20 years from the date of the initial drawing down
of the loan in 2013. Interest is payable at a rate of 3.75% subject to review every three years by the bank.

`22. SECURED DEBTS`

The following secured debts are included within creditors:

	`2022`	`2021`
	`£`	`£`
`Bank loans`	`105,716`	`113,373`

The loan is secured on the freehold property of the charity.

continued...

Page 35

AGE CONCERN ISLE OF WIGHT

`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022`

`23. MOVEMENT IN FUNDS`

`Unrestricted funds` `General fund` `Fixed assets fund` `Infrastructure investment fund` `Stitching fund` `GNS legacy` `Rebuilding services` `Community outreach` `Supporting staff post Covid` `Restricted funds` `Big lottery fund grant - Age Friendly` `CCG care navigators` `Prostate cancer care navigator` `Restorative Justice` `Living Well Programme` `Digital Inclusion Project` `Hospital Discharge` `Older Prisoners` `Community Cell Support` `Widows` `Household Support Fund` `Workforce Retention Grant` `Mental Health Training Grant` `Good Neighbourhood Scheme` `TOTAL FUNDS`	`At 1.4.21` `£` `732,583` `258,940` `54,171` `11,682` `34,198` `28,000` `39,275` `27,725` `1,186,574` `21,700` `19,752` `366` `4,263` `9,636` `46,627` `130,764` `11,790` `404` `3,176` `-` `-` `-` `-` `248,478` `1,435,052`	`Net` `movement` `in funds` `£` `88,155` `(27,972)` `(7,814)` `1,822` `(1)` `-` `-` `(251)` `53,939` `31` `(1,025)` `(356)` `5,266` `(5,875)` `(11,152)` `111,522` `2,453` `-` `(3,176)` `395` `236` `489` `(18,711)` `80,097` `134,036`	`Transfers` `between` `funds` `£` `51,161` `12,471` `3,643` `-` `(18,711)` `(28,000)` `(39,275)` `-` `(18,711)` `-` `-` `-` `-` `-` `-` `-` `404` `(404)` `-` `-` `-` `-` `18,711` `18,711` `-`	`At` `31.3.22` `£` `871,899` `243,439` `50,000` `13,504` `15,486` `-` `-` `27,474`
				`1,221,802` `21,731` `18,727` `10` `9,529` `3,761` `35,475` `242,286` `14,647` `-` `-` `395` `236` `489` `-`
				`347,286`
				`1,569,088`

continued...

Page 36

AGE CONCERN ISLE OF WIGHT

`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022`

`23. MOVEMENT IN FUNDS - continued`

Net movement in funds, included in the above are as follows:

`Unrestricted funds` `General fund` `Fixed assets fund` `Infrastructure investment fund` `Stitching fund` `GNS legacy` `Supporting staff post Covid` `Restricted funds` `Big lottery fund grant - Age Friendly` `CCG care navigators` `Prostate cancer care navigator` `Restorative Justice` `Living Well Programme` `Digital Inclusion Project` `Hospital Discharge` `Older Prisoners` `Widows` `Household Support Fund` `Workforce Retention Grant` `Winter Health Campaign` `Mental Health Training Grant` `Good Neighbourhood Scheme` `TOTAL FUNDS`	`Incoming` `resources` `£` `716,757` `(1)` `-` `2,706` `(1)` `-` `719,461` `216,165` `239,447` `-` `26,649` `474,428` `3,993` `421,273` `30,597` `6` `17,184` `10,000` `1,000` `3,120` `69,144` `1,513,006` `2,232,467`	`Resources` `expended` `£` `(628,602)` `(27,971)` `(7,814)` `(884)` `-` `(251)` `(665,522)` `(216,134)` `(240,472)` `(356)` `(21,383)` `(480,303)` `(15,145)` `(309,751)` `(28,144)` `(3,182)` `(16,789)` `(9,764)` `(1,000)` `(2,631)` `(87,855)` `(1,432,909)` `(2,098,431)`	`Movement` `in funds` `£` `88,155` `(27,972)` `(7,814)` `1,822` `(1)` `(251)` `53,939` `31` `(1,025)` `(356)` `5,266` `(5,875)` `(11,152)` `111,522` `2,453` `(3,176)` `395` `236` `-` `489` `(18,711)` `80,097` `134,036`

continued...

Page 37

AGE CONCERN ISLE OF WIGHT

`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022`

`23. MOVEMENT IN FUNDS - continued`

`Comparatives for movement in funds`

`Unrestricted funds` `General fund` `Fixed assets fund` `Infrastructure investment fund` `Stitching fund` `GNS legacy` `Rebuilding services` `Community outreach` `Supporting staff post Covid` `Restricted funds` `Big lottery fund grant - Age Friendly` `LGBT support` `CCG care navigators` `Prostate cancer care navigator` `Restorative Justice` `Living Well Programme` `Digital Inclusion Project` `Living Well NHS Trust` `Age UK Lottery` `Hospital Discharge` `Older Prisoners` `Community Cell Support` `Widows` `TOTAL FUNDS`	`At 1.4.20` `£` `467,717` `278,364` `54,171` `6,408` `34,198` `-` `-` `-` `840,858` `37,522` `-` `(274)` `616` `246` `72,041` `21,020` `37,122` `-` `-` `-` `-` `-` `168,293` `1,009,151`	`Net` `movement` `in funds` `£` `336,289` `-` `-` `5,274` `-` `-` `-` `-` `341,563` `(14,634)` `(567)` `20,026` `(250)` `4,017` `(61,890)` `31,967` `-` `(3,343)` `93,642` `11,790` `404` `3,176` `84,338` `425,901`	`Transfers` `between` `funds` `£` `(71,423)` `(19,424)` `-` `-` `-` `28,000` `39,275` `27,725` `4,153` `(1,188)` `567` `-` `-` `-` `(515)` `(6,360)` `(37,122)` `3,343` `37,122` `-` `-` `-` `(4,153)` `-`	`At` `31.3.21` `£` `732,583` `258,940` `54,171` `11,682` `34,198` `28,000` `39,275` `27,725`
				`1,186,574` `21,700` `-` `19,752` `366` `4,263` `9,636` `46,627` `-` `-` `130,764` `11,790` `404` `3,176`
				`248,478`
				`1,435,052`

continued...

Page 38

AGE CONCERN ISLE OF WIGHT

`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022`

`23. MOVEMENT IN FUNDS - continued`

Comparative net movement in funds, included in the above are as follows:

`Unrestricted funds` `General fund` `Stitching fund` `Restricted funds` `Big lottery fund grant - Age Friendly` `LGBT support` `CCG care navigators` `Prostate cancer care navigator` `Restorative Justice` `Living Well Programme` `Digital Inclusion Project` `Age UK Lottery` `Hospital Discharge` `Older Prisoners` `Community Cell Support` `Widows` `TOTAL FUNDS`	`Incoming` `resources` `£` `1,014,324` `7,089` `1,021,413` `266,517` `6,000` `293,514` `-` `24,349` `498,287` `36,948` `18,557` `446,882` `15,878` `13,102` `9,832` `1,629,866` `2,651,279`	`Resources` `expended` `£` `(678,035)` `(1,815)` `(679,850)` `(281,151)` `(6,567)` `(273,488)` `(250)` `(20,332)` `(560,177)` `(4,981)` `(21,900)` `(353,240)` `(4,088)` `(12,698)` `(6,656)` `(1,545,528)` `(2,225,378)`	`Movement` `in funds` `£` `336,289` `5,274` `341,563` `(14,634)` `(567)` `20,026` `(250)` `4,017` `(61,890)` `31,967` `(3,343)` `93,642` `11,790` `404` `3,176` `84,338` `425,901`

`Fixed asset fund`

The fixed asset fund representsthe net book value of fixed assets purchasedand availablefor the unrestricteduse of
the charity.

`Infrastructure investment fund`

Theinfrastructureinvestmentfundrepresentsfundssetasideforinvestmentininfrastructureandtoallowfor the
replacement of equipment.

`Stitching fund`

ThestitchingfundrepresentsadonationreceivedfromtheInsingerFoundation,locatedinTheNetherlands, less
expenditure paid from the funds.

`GNS legacy`

TheGNSlegacyfundrepresentsadonationlegacyfromStanleyJacksondesignatedforuseinthegood neighbour
scheme to provide low-level support to the elderly.

`Rebuilding Services`

continued...

Page 39

AGE CONCERN ISLE OF WIGHT

NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2022

`23. MOVEMENT IN FUNDS - continued`

TheCharitiesIncomeGenerationServicessufferedasubstantiallossduring2019/2020andwereeitherclosed or
operatedareducedservicefollowingGovernmentlockdownRestrictions.Trusteesrecognisedtheimpactseen on
theseessentialprojectsanddesignatedthesefundstoassistingthemtobothrebuildandrecover,andto provide
additionalsupporttothosethathavebeenmostaffected.Thesefundshavebeentransferredtogeneral reserves
during the year where they offset the costs incurred in achieving the above aims.

`Community Outreach`

Thesefundsweredesignatedintheyearended31March2021toreflecttheincreasedneedofthose requiring
support following the pandemic,and to enable the Charity to recruit additionalstaff to support the increased demand
forservices.Thesefundshavebeentransferredtogeneralreservesthisyear,whereitisanticipatedthatthey will
meet expenses related to these requirements over the 2022/23 year.

`Supporting Staff Post Covid`

Trusteesrecognisethe impacton our staff and volunteerswhilst continuingto work throughthe Covid Pandemic and
theeffectsit'shadon ourstaffingteamsas we continueto supportanincreasednumberof clientswith increasingly
complexneeds.Fundshavebeendesignatedforstaffwellbeinganddevelopmenttosupportour organisation's
resilience. £27,725 has been designated to this service from general reserves.

`Big lottery grant fund - Age Friendly`

This projectbeganin 2015comprisinga partnershipof 11 organisations.The underlyingpurposeof all these projects
is to deliver services to address social isolated Islanders.

The Age Friendly Island project has continued to be run through this year, as well as final aspects of Men in Sheds.

`LGBT support`

Funded by the Office of the Police and Crime Commissioner (OPCC), the LGBT Domestic Abuse and Hate Crime  support
ProjecthasbeendevelopedtosupportoldermembersoftheIsland'sLGBTCommunitywhomaybevictimsof 'Gay'
HateCrimeorLGBTDomesticViolence.TheProjectworksatdifferentlevels:strategictoensureissuesaffecting the
Island'sLGBTCommunityremainhighontheagendaofcommissioners,decision-makersandnon-specialist service
providers;practicalsupporttovictimstohelpwitheverydaytasksthroughvolunteering;thedevelopment of
appropriateandrelevantservicestobuildLGBTcommunityresilienceandworkingtowardstheprevention of
offenders re-offending

`CCG Care Navigators`

Offeringa person centred,holisticapproachto healthand socialcare, the Care Navigatorsteam of six FTE posts work
with all GP practiceson the Islandand contributeto the Localitybased reviews of patientswith multipleand complex
needs.Theysupportedover1500clientstolivemoreindependentlyandmanagetheirlong-termhealth conditions,
avoidingcrisiswherepossible.Supportwasprovidedtoourclientsby94differentprojectsandservice through
onwardreferral,60% of them in the voluntarysectorandsupportingindependentliving.Fundingfor the programme
came from the IOW Clinical Commissioning Group (CCG).

`Prostate cancer care navigator`

Fundedby ProstateCancer UK for one year,this Care Navigatorrole focusedon supportingmen with prostate cancer
and their families. The project ended in August 2015 as Funding from ProstateCancer UK was no longer available,as  a
result Age UKIW will work with the funder with regards to the outstandingunspent funds to support men through the
care navigator programme.

`Restorative Justice`

continued...

Page 40

AGE CONCERN ISLE OF WIGHT

NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2022

`23. MOVEMENT IN FUNDS - continued`

TheRestorativeJusticeProject,fundedbytheOfficeofthePoliceandCrimeCommissioner,bringsolder Island
residentsharmedbycrime,anti-socialbehaviourorconflictintocommunicationwiththoseresponsible, enabling
everyoneaffectedbyaparticularincidenttoplayapartinrepairingtheharmandfindingapositivewayforward. It
helpsyoungoffendersseethetrueeffectsofcrimeandanti-socialbehaviouronolderresidentsand creates
opportunitiesforpositiveintergenerationalrelationships.Thisprojectisbeingdeliveredinpartnership with
Restorative Solutions.

`Living Well Programme`

FundedthroughtheImprovedBetterCareFund(IBCF)theLivingWellprojectisapartnershipoffour organisations
withtheaimofpromotingindependentlivingandsupportforadultswithlearningdisabilities,carers,older people
and those who have poor mental health.All enquiriesto SocialServices who do not meet their criteriaare forwarded
onto the Living Well team for assistance.

`Digital Inclusion Project`

FundingtosupportOlderpeopleaged50+,peoplelivingwithlearningdisability,peoplelivingwithmental health
conditions,andcarersby:1.Developingtheskillsandknowledgeofthevoluntarysectorworkforce(bothstaff and
Volunteers)to supportuse of technology;and2. Developingthe skillsandknowledgeof peopleto use technology to
enablethem to do thingsfor themselvesand/orseek appropriatesupportto do thingsto supportindependent living
for longer.

`Living Well NHS Trust`

Thisfundis partof a newlyintegratedhospitaldischargeschemetoensurepeoplearenotstayinginhospital longer
thanneededandalsoto providesupportat home to reducethe likelihoodof hospitaladmission.Thisis of particular
importancein the winter when pressureson the NHS are the greatest.The funds have been transferredto the newer
Hospital Discharge fund which is continuing this work.

`Hospital Discharge`

AgeUKIWworksinpartnershipwithIOWNHSTrusttoprovideservicesandactivitiestosupportthe Integrated
Discharge Team to enable healthy and safe discharges home and to prevent unnecessary admissions to hospital.

`Older Prisoners`

Workingwiththeprisontoidentifytheneedsofolderprisoners,providingtrainingtoprisonstaffandorderlies and
developing the concept of a "dementia friendly cell".

`Widows`

This project supported Widows living within the parish of Newport with befriending and walking

HouseholdSupportFundThisfundsuppliedWinterWarmersupportpackagesandemergencycrisissupportto IW
residents.

`Workforce Retention Grant`

This fund provided us with support in the promotion of workforce retention  through targeted advertising.

`Mental Health Training Grant`

This fund was provided to allow for training around Mental Health issues.

`Good Neighbour Scheme`

Previouslyfunded as part of the Big Lottery project this scheme has been separatelyfunded this year and continues to
operate to facilitate volunteers providing friendly and reliable support for older local residents.

continued...

Page 41

AGE CONCERN ISLE OF WIGHT

NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2022

`23. MOVEMENT IN FUNDS - continued`

`Transfers between funds`

Fundsof £12,471transferredfrom the Generalfund to Fixed assetsfund representthe purchaseof new assetsin the
year funded by the general fund.

Trusteesdesignatedfundsfrom generalreserves in the year sufficientto top the Infrastructureinvestmentfund back
up to a balance of £50,000.

Funds were transferredfrom GNS Legacyto the Good NeighbourScheme (GNS) in respect of expenses relatingto this
service that were funded from unrestricted legacy receipts previously designated for this purpose.

FundshavebeentransferredfromCommunitycellsupporttoOlderprisonerswheretheywillcontinueto be
expended in line with the restrictions placed on them.

`24. OTHER FINANCIAL COMMITMENTS`

`Operating Leases`

The total future minimum lease payments under non-cancellable operating leases is:

	`2022`	`2021`
	`£`	`£`
`Due in less than 1 year`	`-`	`13,050`
`Due in more than 1 year`	`-`

	`13,050`	`26,100`

Lease payments recognised as an expense in the SoFA totalled £13,050 (2021: £13,050).

`25. RELATED PARTY DISCLOSURES`

`Age UK Hampshire & IW Trading Company Limited`

AgeConcernIsleofWightisa50%shareholderofAgeUKHampshire& IWTradingCompanyLimited,an associated
company.

During the year to 31 March 2022 the associatedcompany donated a final amount of £953 (2021: £NIL), and there  are
no amounts owed by or owing to the associate at either year end (2021: £NIL).

Page 42

`AGE CONCERN ISLE OF WIGHT`

`DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2022`

`Unrestricted` `funds` `£` `INCOME AND ENDOWMENTS` `Donations and legacies` `Donations` `79,632` `Legacies` `32,902` `Grants` `63,270` `175,804` `Other trading activities` `Fundraising events` `44,463` `Investment income` `Deposit account interest` `1,844` `Charitable activities` `Performance related grants` `56,914` `Just about you` `378,315` `Memory therapy group fees` `110` `Student placements` `-` `Homesafe and Handyperson` `50,523` `Digi Classes` `-` `Age Friendly Island` `-` `Youth Trust` `11,488` `497,350` `Total incoming resources` `719,461` `EXPENDITURE` `Raising donations and legacies` `Wages` `41,362` `Fundraising costs` `-` `41,362` `Charitable activities` `Trustees' expenses` `120` `Wages` `434,947` `Carried forward` `435,067`	`Restricted` `funds` `£` `(3)` `-` `10,498` `10,495` `1,145` `-` `1,499,596` `-` `-` `560` `-` `10` `1,200` `-` `1,501,366` `1,513,006` `-` `-` `-` `-` `1,011,464` `1,011,464`	`2022` `Total` `funds` `£` `79,629` `32,902` `73,768` `186,299` `45,608` `1,844` `1,556,510` `378,315` `110` `560` `50,523` `10` `1,200` `11,488` `1,998,716` `2,232,467` `41,362` `-` `41,362` `120` `1,446,411` `1,446,531`	`2021` `Total` `funds` `£` `75,396` `3,000` `387,521`
			`465,917` `11,214` `4,366` `1,845,029` `301,631` `-` `-` `23,122` `-` `-` `-`
			`2,169,782`
			`2,651,279` `37,466` `2,483`
			`39,949` `-` `1,538,462` `1,538,462`

This page does not form part of the statutory financial statements

Page 43

`AGE CONCERN ISLE OF WIGHT`

`DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2022`

`Unrestricted` `funds` `£` `Charitable activities` `Brought forward` `435,067` `Social security` `25,765` `Pensions` `6,115` `Employee related costs` `1,190` `Volunteer recruitment and expenses` `-` `Direct project costs` `25,990` `Premises costs` `9,972` `Office costs` `25,258` `Transportation and costs` `9,028` `Bank charges and interest` `2,167` `Auditors' remuneration` `2,391` `Auditors' remuneration for non audit work` `538` `Legal and professional fees` `51,705` `Amortisation of intangible fixed assets` `5,777` `Depreciation of tangible fixed assets` `20,110` `Loss on sale of intangible fixed assets` `1,590` `Loss on sale of tangible fixed assets` `494` `Grants to institutions` `-` `623,157` `Other` `Bad debt` `1,003` `Total resources expended` `665,522` `Net income` `53,939`	`Restricted` `funds` `£` `1,011,464` `71,919` `18,983` `13,194` `1,086` `175,547` `8,411` `55,251` `7,542` `3,591` `8,689` `-` `9,468` `-` `-` `-` `-` `47,764` `1,432,909` `-` `1,432,909` `80,097`	`2022` `Total` `funds` `£` `1,446,531` `97,684` `25,098` `14,384` `1,086` `201,537` `18,383` `80,509` `16,570` `5,758` `11,080` `538` `61,173` `5,777` `20,110` `1,590` `494` `47,764` `2,056,066` `1,003` `2,098,431` `134,036`	`2021` `Total` `funds` `£` `1,538,462` `105,128` `29,710` `13,792` `239` `52,422` `12,718` `72,109` `11,137` `5,677` `10,000` `151` `44,047` `7,958` `29,371` `1` `-` `253,241` `2,186,163` `(734)` `2,225,378` `425,901`

This page does not form part of the statutory financial statements

Page 44

REPORT OF THE TRUSTEES AND

FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

FOR

AGE CONCERN ISLE OF WIGHT

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022

OBJECTIVES AND ACTIVITIES

Our Vision and Purpose

Our Aims and Objectives

Our Strategic Direction

AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022

OBJECTIVES AND ACTIVITIES

The focus of our work in 2021-22 and ensuring it delivers our aims

Recovery from the pandemic

AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022

OBJECTIVES AND ACTIVITIES

How our activities deliver public benefit

Who used and benefitted from our services and projects?

Age Profile of our Clients:

AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022

OBJECTIVES AND ACTIVITIES

Geography:

Gender :

Additional Health Challenges

AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022

ACHIEVEMENT AND PERFORMANCE

Review of activities

Our Core Charitable Services

Information and Advice

Welfare Benefit Checks and Support to Claim entitlements:

AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022

Good Neighbour Scheme - volunteer befriending

Health and Social Care Commissioned Activities:

Triage:

Community Care Navigators:

Living Well Support:

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022

Hospital Based Services:

Project 1.

Project 2.

Project 3.

Dementia Navigators

Age Friendly Island

Commissioned Inclusion services for older residents

Digital Inclusion project

Older Prisoner project at HMP IOW

Restorative Justice for older victim-survivors of crime

Men in Sheds

Widow's Support Project

Services that we charge for

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022

Independent Living Services:

Just About You (JAY)

Home Safe Service

OTHER VITAL INCOME GENERATING ACTIVITY TO GENERATE A MIXED INCOME ECONOMY:

Fundraising activities

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022

FINANCIAL REVIEW

Financial position

Principal funding sources

Investment policy

AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022

FINANCIAL REVIEW

Reserves policy

CURRENT STATUS AND PRIORITIES FOR THE NEXT 12 MONTHS (2022/23)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

Charities Governance Code 2017

Trustee tenure

Recruitment and appointment of new Trustees

AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)

`REPORT OF THE TRUSTEES AND`

`FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022`

`FOR`

`AGE CONCERN ISLE OF WIGHT`

`CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022`

`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`OBJECTIVES AND ACTIVITIES`

`Our Vision and Purpose`

`Our Aims and Objectives`

`Our Strategic Direction`

`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`OBJECTIVES AND ACTIVITIES`

`The focus of our work in 2021-22 and ensuring it delivers our aims`

`Recovery from the pandemic`

`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`OBJECTIVES AND ACTIVITIES`

`How our activities deliver public benefit`

`Who used and benefitted from our services and projects?`

`Age Profile of our Clients:`

`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`OBJECTIVES AND ACTIVITIES`

`Geography:`

`Gender` `:`

`Additional Health Challenges`

`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`ACHIEVEMENT AND PERFORMANCE`

`Review of activities`

`Our Core Charitable Services`

`Information and Advice`

`Welfare Benefit Checks and Support to Claim entitlements:`

`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`Good Neighbour Scheme - volunteer befriending`

`Health and Social Care Commissioned Activities:`

`Triage:`

`Community Care Navigators:`

`Living Well Support:`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`Hospital Based Services:`

`Project 1.`

`Project 2.`

`Project 3.`

`Dementia Navigators`

`Age Friendly Island`

`Commissioned Inclusion services for older residents`

`Digital Inclusion project`

`Older Prisoner project at HMP IOW`

`Restorative Justice for older victim-survivors of crime`

`Men in Sheds`

`Widow's Support Project`

`Services that we charge for`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`Independent Living Services:`

`Just About You (JAY)`

`Home Safe Service`

`OTHER VITAL INCOME GENERATING ACTIVITY TO GENERATE A MIXED INCOME ECONOMY:`

`Fundraising activities`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`FINANCIAL REVIEW`

`Financial position`

`Principal funding sources`

`Investment policy`

`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`FINANCIAL REVIEW`

`Reserves policy`

`CURRENT STATUS AND PRIORITIES FOR THE NEXT 12 MONTHS (2022/23)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`

`STRUCTURE, GOVERNANCE AND MANAGEMENT`

`Governing document`

`Charities Governance Code 2017`

`Trustee tenure`

`Recruitment and appointment of new Trustees`

`AGE CONCERN ISLE OF WIGHT (REGISTERED NUMBER: 06057797)`

`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022`