El
er
. Tree,.
4ding
FINANCIAL STATEMENTS
AND ANNUAL REPORT
Company Registration
Charity Registration
5820675
1124248
For the Financial Year
To 31st May 2024
Registered Office= 3 Tresillian Street, Plymouth PL4 OQP
Contact: Louise Barnes, Chief Executive
Telephone: 01752 227447
e-mail: admin
eldertreebefriendin
website: www.eldertreeplymouth.co.uk
.co.uk

Index
Chairperson's Introduction
Page 3
Legal and Administrative Details
Page 4
Report of the Management Board
Page 5-8
Financial Statement
Page 9-11
Statement of Financial Activities {P&L)
Page 12
Annual Balance Sheet
Page 13
Notes to the Accounts
Page 14-17
Auditorfs Report
Page 18

Introduction
It has been another busy but successful year for the Elder Tree which has seen the charity
continue its vital work in alleviating social isolation and loneliness for older people across
Plymouth and helping them to live independently for as long as possible.
We could not deliver what we do without our incredible team of dedicated volunteers. This
year, volunteer engagement has remained strong, with new recruitment efforts helping to
sustain the organisation's capacity and we held a wonderful celebration event in July to
recognise and thank this special group of individuals for their contributions to the charity.
Our 30 staff members are another amazing group of people who go above and beyond to
support our beneficiaries - l am very grateful to them for the invaluable work they do and
this has been reflected in salary adjustments again this year. Following a smooth transition,
our new Chief Executive and Operations Manager are now fimily ensconced in their
respective roles after 16 months in post and the trustees are delighted with their leadership
over the last 12 months. The last year has seen some changes in the Elder Tree team with
2 members of staff leaving us - 1 relocating and 1 moving on to pastures new - and 2 new
members of staff joining us.
Effective govemance and oversight of all areas of the organisation continue to be a priority.
This year, we have said goodbye to Maureen Perilli who was a Trustee of the charity for
many years. We are very grateful to Maureen for the dedication and commitment she has
shown to the Elder Tree and wish her all the best for the future. Jo Beniston has joined us
as a new Trustee this year and with her experience of both governance and district nursing,
she will be a great asset to the Board.
This year has not been without its challenges, most notably the exponential rising rental
costs we have been facing, and no doubt the coming year will present further tests.
However, we remain committed to delivering an outstanding, trusted service to older people
living in the city. As a founding member of the Elder Tree in 1994, 1 am proud that the
charity remains a crucial resource for the community it serves and am delighted that, by
adapting to changing needs and financial pressures while maintaining a strong volunteer
base and diverse range of activities, it will be celebrating its 30th anniversary at the end of
this year, marking three decades of impactful service to the elderly in Plymouth.
yz¥a
Irene Tonkin
Chairperson

LEGAL AND ADMINISTRATIVE DETAILS AS AT 31st MAY 2024
Chair
Irene Tonkin - Founder
Company Secretary (Non Exec)
Directors
Louise Bames
Annie Harris
Diane Gavin
Sally Parkes
Jane Pawson
Anne Blight
Jo Beniston
Chief Executive
Louise Bames
Operations Manager
Business Manager
Elliott Malone
Fraser Ball
Staff
Nadine Ball
Emma Bailey
Chantal Bracey
Paul Burdon
Adrian Cable
Tonia Cleaver
Denise Collinson
Theresa Dunbar
Carole Elliott
Stacey Fowler
Linda Frost
Phillip Griffin
Paula Hocking
Pam Ivey
Vicky Kimberley
Keely Lynn
Donna Marshall
Holly McNamara
Susan Miller
Marie Nethercott
Tracy O'Halloran
Joanne Packham
Murray Parkin
Trevor Priest
Martha Schofield
Yvonne Sullivan
Hazel White
Registered Office
3 Tresillian Street Plymouth PL4 OQP
Company Registration 5820675
Charity Registration
1124248
Independent Examiner Sharon Soady
Payroll and Bookkeeping Services
Bankers
Co-operative Bank PLC
PO Box 250
Delft Street
SKELMERSDALE N8 6WT

Report of the Management Board
The Trustees present their report for the financial year to 31 May 2024
Charitable Object:
The Company is governed by its Memorandum and Articles of Association. These state
that the CoMpan￿S main object is:
'To assist, comfort and guide older people who may be in distress by reason of poverty. ill-
health, loneliness, social isolation or any other cause. to promote. encourage and foster any
objects which may be for the common good of older people resident within Plymouth and
the Su￿ound1ng area,.
Principal Activities:
We support over 1700 beneficiaries with the help of 180 amazing volunteers.
We deliver 93 weekly social inclusion activities in 51 locations close to where people
live, with a footprint across the whole city.
We support 105 of our most vulnerable and housebound beneficiaries in their homes
with a volunteer befriender
The charity delivers an extremely wide range of weekly activities including Active
Lives groups, Active Men's clubs, Craft groups, Coffee and Advice mornings, Lunch
and Supper clubs, IT classes, Choirs and Dementia Support groups.
Physical activity is a key component of what we do and across our Active Lives and
Active Men's groups, we deliver 60 weekly exercise based activities. These include
Seated and Standing Exercise, Tai Chi, Pilates, Cardio Fst, Walking Groups, Bowling
and Kurling, engaging over 900 of our beneficiaries each week.
Working with NHS Devon and Livewell Southwest, we deliver a specific 24 week
Strength and Balance Falls Prevention programme in six locations across Plymouth,
West Devon and the South Hams with 72 beneficiaries taking part at any one time.
We support 210 beneficiaries in 5 Extra Care schemes delivering a full programme of
daily social inclusion activities every week in each venue.
We work wtth Adult Social Care and Plymouth City Council with Additional Services
provision fulfilling non-domiciliary parts of care packages such as shopping,
pharmacy collections and befriending, delivering approximately 4600 hours of
support in the year.
Description of the Company's Organisation:
The Company is run by a Board of Trustees and is supported by 180 volunteers and 30
paid staff: the Chief Executive, Operations Manager, Business Manager and 27 Project and
Support Workers.

Trustees Interests:
No Trustee has a beneficial interest in the Company.
Trustees Responsibilities:
The Trustees are responsible for the Company in line with the relevant legislation for
companies limited by guarantee and registered charities. They oversee the activities of the
charity against a robust Assuran￿ and Govemance Framework and conduct routine
Assurance and Govemance visits and report their findings formally to the Management
Board.
Inaugural General Meeting:
The Elder Tree Ltd was incorporated on 17 May 2006 but it was entitled to an exemption
under Section 249A (2) of the Companies Act 1985. The Company started trading on 1
June 2008 and held its Inaugural General Meeting on 23 July 2008.
Meetings of the Board of Trustees:
8 August
2023
26 September
2023
28 November
2023
30 January
2024
25 March
2024
28 May
2024
In addition, individual Trustees conducted Govemance and Assurance checks on the
following dates:
Financial Assurance
Contract Assurance
Volunteers
Referral Pathway
HR SystemslSecurity/DigitallEvaluation
Active Lives
Active Men
Policies and PrO￿dureS
13 September 2023
1 November 2023
13 September 2023
23 November 2023
4 October 2023
19 October 2023
3 October 2023
13 November 2023
17 May 2024
24 April 2024
13 May 2024
24 April 2024
9 May 2024
3 March 2024
Employees and Volunteers:
Company staff and volunteers are recruited and employed in accordance with our Equality
and Recruitment policies.
Trustees:
The Board of the Elder Tree Ltd is made up of 7 Trustees who reflect the communities and
beneficiaries we serve; two of the Trustees are also beneficiaries and one is a volunteer.

The original Trustees were elected in 2006 for a three year temi. Maureen Perilli stood
down in January 2024 and Sally Parkes is currently under review after the end of her 3 year
term and her future tenure with the charity will be detemiined at the 24 September 2024
Management Board meeting.
Irene Tonkin - Chair (2026)
Diane Gavin (2026)
Sally Parkes (2024)
Annie Harris (2028)
Jane Pawson (2026)
Anne Blight (2028)
Jo Beniston (2027)
Annual Summary:
Elder Tree continues to grow and succeed, maintaining its core mission to reduce social
isolation and loneliness in older people, and is currently supporting over 1,700
beneficiaries. Referrals continue to average between 65 and 70 per month with a growing
number of these being for people in their 50s andlor requiring support for complex mental
health issues. Attendan￿ levels at activity groups are consistently high, indicating the
strong need for our support. Over the last 12 months, the organisation has engaged more
beneficiaries through expansion of its services, at the same time recruiting new volunteers
to keep pace with the increasing demand. This volunteer base now includes over 180
active individuals who remain essential to Elder Tree's ability to deliver its services.
Physical health remains a priority for the charity, with the Active Lives and Active Men
groups engaging more than 900 beneficiaries in regular physical activity each week, helping
to maintain their health and wellbeing. The Strength and Balance programmes, funded by
NHS Devon and Livewell Southwest, aimed at reducing falls and improving mobility, have
been at capacity and this year has also seen the development of Maintenance Strength and
Balance classes in Plymouth for people to move on to if they require further support after
the initial 24 week programme.
Another key focus for the organisation continues to be dementia and the Breathing Space
programme, funded by the Rank Foundation and Livewell Southwest, which commenced
last year has further expanded over the last 12 months bringing the total number of groups
to 7. This programme provides essential peer support and respite for carers of those living
with dementia.
Strong, strategic partnerships have been fundamental to Elder Tree's enduring success and
the organisation continues to work closely with Plymouth City Council, NHS Devon and
Livewell Southwest to deliver services for older people across Plymouth and the
surrounding areas. Our contracts with Plymouth City Council for Befriending and Non-
Domiciliary Services have been extended until August 2025 and Extra Care Social Inclusion
has been extended until March 2025. All Extra Care contracts were put out to tender earlier
this year and we made our submission for the Social Inclusion element earlier this month -
we are awaiting the results which should be announced in November.
One of the main challenges Elder Tree has faced over the last two years is the exponential
rise in rental costs across all the venues we use to deliver activity in the city. Uplifts in

funding from Plymouth City Council and the National Lottery this year have helped to offset
these and the charity's financial health remains stable with forecasts showing a strong end-
of-year balance. However, the organisation continues to seek additional funding options to
support the ongoing increased operational costs.
The Elder Tree has a long-standing commitment to supporting older adults in Plymouth and
the Su￿Ound1ng areas and, by continuing to foster strong partnerships, engage volunteers,
and manage its finances effectively. it is well-positioned to maintain its impact into 2024125
and beyond.
Louise Barnes
Chief Executive

Finance for the Year Ending 31st May 2024
Income
Our Befriending Support, Social Inclusion and Non-Dom Care Support Contracts with
Plymouth City Council ("PCC") have generated income of £538,447 this year. This is an
increase of 6 % from last yearfs figure and reflects uplifts that were kindly granted to
recognise the difficulties we faced with increased rent and other costs.
Income generated from our Non-Dom Care Support activities totalled £52,019 and is there
to reimburse us for shopping and other expenditure made on behalf of eligible beneficiaries.
This offset therefore results in a zero net gain. In line with earlier years, this income has
been included under our Supporting People heading to bring the total income for the year to
£590,466. To reflect its increasing significance, we shall look to establish a separate income
line going forward.
Our groups and activities generated income of £91,420 which is slightly down on last yearfs
figure but in context, is still higher than 2022's total of £65,205. While the actual number of
groups increased, throughout the year weekly classes were subject to a higher rate of
cancellation. Extended staff absence, venue refurbishment or relocation and reasons such
as heating failures meant fewer attendees and in turn, fewer attendance fees. The £1
increase to attendance fees just before the year however, helped to mitigate this disruption.
These groups are run in locations where there is a need for them and are not run to make a
profit. The attendance money we receive from beneficiaries helps towards the costs of
running a group but in line with our existing business model, is not intended to cover the full
costs of running it.
The Rank Foundation has provided a grant of £29,672 to continue funding our Breathing
Space initiative to support the carers of people wtth dementia. They also provided other
grants this year of £14,680 to assist with the cost of living crisis and £2,577 to help
purchase essential equipment.
Incorporating our befriending service level agreement and commissioned strength and
balance work, Livewell Southwest provided total of income of £36,737 inclusive of a credit
from last year.
A further £35,149 was received in respect of our 'Active Men" grant from the National
Lottery Community Fund which included an additional cost of living uplift.
This year we have been grateful to re￿1ve increased donations of £6,930 with the largest
one being a bequest of £3,000 from a former beneficiary. Other donations have also been
made in memory of fomer beneficiaries and loved ones, as well as from individuals and a
couple of organisations.
A 2 month extension to our Strength and Balance programme commissioned by NHS
Devon ICB has earned an additional £3,372 plus some travel costs this year.
Other income includes a further Household Grant of £2,800 made by PCC to help our
beneficiaries with food and essentials over the winter period and by assisting student
placements, we have received a total of £1 ,054. To enable us to purchase specific items of
equipment, we also benefitted from PCC Councillor grants amounting to £1,000.

Due to the increase in interest rates, the unrestricted funds invested and reinvested in our
CAF Bank Fixed Rate Saver Accounts yielded interest of £2,029, up signrficantly from last
yearfs figure of £525.
While our income last year had dropped by just over 10 % , this year it has risen by over
120/0. Our overall income including interest therefore amounted to £819,775.
Expenditure
Our biggest expenditure relates to wages and oncosts and compared to last year, there
was a slight downward movement in our overall staffing costs. 2 members of staff left but
both roles were filled straightaway leading to a zero net movement in staff numbers. We
anticipated a cost saving this year with one less employee and this helped to fund the 4 %
pay rise our Trustees awarded to most staff, rewarding them for their continued
performance and to help with increased living costs.
In order to cover certain groups, we have continued to employ sessional workers where
cost effective to do so.
Our expenditure relating to our projects has increased by just over 25 % this year which
reflects higher costs affecting the food and equipment used in our groups. We have also
increased the services of an outside company to assist with our specific Cardio Fit and
strength and balance groups, which have also contributed to these higher costs. The
expenditure from our Non-Dom Care Support activities is also included, but in line with
income received this element should result in a zero net loss.
Following on from last year, the rent that we pay to use various venues has continued to
rise and we have seen a further increase of 130/0 on top of last yearfs 40 % rise. This reflects
the ongoing COn￿mS venues have about increased energy costs and have led some to
review hire charges on a more regular basis. While we have been very supportive of
venues that are facing such difficulties in line with our ethos for partnership working, we will
be finding alternative venues in a few cases where we feel unable to support too higher
increases.
This year staff travel costs have reduced due in part to the lowering of petrol prices and the
return to our usual lower mileage rate for staff reimbursement. The roll out of a new travel
app will make recording journey infomation easier for all staff, while also making it more
accurate by using GPS data. Volunteers are vital in helping to run and support our services
and their travel expenses and costs rose slightly.
Telephone costs have increased as we have entered into a new contract with an alternative
telecoms provider, after encountering reliability issues and poor service fomi our old
company. While slightly more expensive, this new contract provides a fibre optic connection
for both telephone lines and intemet, while also improving functionality to help stsff save
time and provide a better service to external callers. These increased costs also reflect
additional members of staff opting to have mobile phones for business use.
Other expenditure has remained largely unchanged compared to last year with the
exception of our office running costs that have dropped by almost 20 % and lower insurance
premiums based upon a revised broker recommendation.
10

Our Board will review our budget lines on a regular basis and using our monthly Forecast of
Outturn statements as a guide, these will be carefully managed to ensure we continue to
operate efficiently. Overall our expenditure totalled £820,521 , a rise of just over 2 %
compared to last year.
In Year Profit
For the second year running, we have posted an end of year deficit. Due to the measures
we put in place throughout this year however, this deficit amounted to £746 and was greatly
reduced from last yearfs figure of £75,617.
The balance of our accounts and cash in hand is £295,444. Unrestricted funds of just over
£75,100 remain on deposit and were reinvested in a new issue CAF Bank Fixed Rate Saver
account. A second unrestricted amount of £50,000 was invested in a new savings account
with United Trust Bank for a shorter investment term. This was to ensure the funds would
be quicker to access if necessary and that they remained within the scope of the Financial
Services Compensation Scheme (FSCS).
Our main Co-operative Bank account holds the remaining balance of funds which are
allocated as £105,257 unrestricted and £65,086 restricted.
Future Financial Plan
Our Befriending Support and Non-Dom Care Support Contracts with PCC have now been
extended until August 2025. We shall be seeking to continue both contracts at that time.
As part of a wider Extra Care Housing scheme procurement, our Social Inclusion contract
was put up for open tender by PCC. After submitting our detailed bid, we await to see if it
will be successful. Depending on the outcome, we are prepared to recruit further staff or
TUPE our existing staff members across to the new provider. In the meantime the existing
contract has been extended until March 2025.
These contracts represent Elder Tree's core funding and allow us the flexibility to seek
additional income from other funders. We shall also continue to identify altemative funding
streams where appropriate.
While we have been able to weather the direct or indirect effects of the cost of living crisis,
we shall maintain a watch on our operations to ensure we can respond quickly to any future
cost rises.
Contingency Plans
Should our contracts with PCC not be renewed, we would be given several months, notice
of cancellation and we have an operating plan in place should this occur.
As we have demonstrated over the past 2 years, our unrestricted funds are there to meet
any deficits not covered by income in any particular financial year. These are there to
enable us to continue operations should there be a major withdrawal of extemal funding.
The Charity considers it prudent to establish reserves to support 3 months of trading, with a
view to working towards 6 months.
We value partnership working with both statutory and non-statutory organisations in the
Plymouth area and would endeavour to generate additional funds to support any new
initiative or activity that might be of benefit to the Charity.

THE ELDER TREE LTD
Profit and Loss account and Ststement of financial activities for the year ended 31 May
2024
Unrestricted Restricted
funds
funds
2024
2024
Total
funds
2024
Total
funds
2023
Notes
Grants & Other Income
100,213
717,533
817,746
727,830
Interest receivable
2,029
2,029
525
Total incoming resources
102242
717 533
819 775
728 355
Resources expended
Cost of generating funds
Charitable activities
37.977
37,977
41,053
Project application
754,603
754,603
734,294
Governance costs
475
27,466
27,941
28,625
Total resources expended
782 069
820 521
803 972
Net income resources being net
movement in funds
63,790
(64,536)
{746)
(75,617)
Reconciliation of funds
Total funds brought forward
166,093
129,622
295,715
295,715
Total funds carried forward
229,883
65,086
294,969
The statement of financial activities includes all gains and losses recognised in the year.
All incoming reSoUr￿S and resources expended derive from continuing activities.
12

THE ELDER TREE LTD
st
Balance Sheet as at 31 May 2024
Notes
2024
2023
Current assets
Cash at bank and in hand
295.444
296,190
Creditors.. amounts falling due within one year
(475)
(475)
Net current assets
294,969
295,715
Net assets
295715
General
229,883
166,093
Restricted funds
65,086
129,622
294 969
295715
The Directors are satisfied that the Company is entitled to exemption under Section 477 of the
Companies Act 2006 relating to small companies and that no member or members have requested
the Company to obtain an audit of its accounts for the year in question in accordance with Section
476.
The Directors acknowledge their responsibilities for ensuring that the Company keeps proper
accounting records which comply with Section 386 of the Companies Act 2006 and for preparing
financial statements which give a true and fair view of the state of affairs of the Company as at the
end of the financial year and of its profit or loss for the financial year in accordan￿ with the
requirement of Sections 394 and 395 and which otherwise comply with the requirements of
Companies Act 2006 relating to accounts so far as applicable to the Company.
These financial statements have been prepared in accordance with the provisions applicable to
companies subject to the small company's regime of the Companies Act 2006 and in accordance
with the Financial Reporting Stsndard for smaller entities effective April 2008.
These financial statements were approved by the Directors and authorised for issue on the date
below and signed on their behalf by:
Signed.............-.-...-
Dated
l Tonkin- Chairperson for the Elder Tree Ltd
Signed......
A Harris - Director of the Elder Tree Ltd
Dated
13

THE ELDER TREE LTD
Notes to the Accounts for the year ended 31 May 2024
st
1 Accounting policies
Accounting convention
The accounts have been prepared in accordance with the Financial Reporting Standard for Smaller
Entities effective April 2008 and follow the recommendation in accounting and reporting by charities.
Grants are recognised in the Statement of Financial Activities in the period to which they relate. The
SOFA distinguished between unrestricted and restricted funds.
Resources expended are recognised in the period in which they are incurred and include
attributable VAT which cannot be recovered. Wherever possible these expenses are allocated to the
particular activity to which they relate. However, certain costs are apportioned on a basis which is
an estimate of the amount attributable to each activity. Charitable activities undertaken are analysed
in Note 5 and Support Costs and their allocation are taken into consideration. Govemance Costs
are disclosed in Note 6.
Depreciation is provided to write off the costs of each asset over its expected useful lrfe which in all
cases is estimated to be four years. Items of equipment are capitalised where the purchase price
exceeds £2,000.
Taxation. Based on infomiation provided to HM Revenue & Customs they have confirmed that for
tax purposes The Elder Tree Ltd is a charitable Company and therefore exempt from corporation
tax.
Pensions cost. The charity makes payment in line with recommendations by the govemment into
an employee's workplaTr pension schemes. The annual contributions payable are charged to the
ststement of Financial Activities, in accordance with FRS17.
Critical Accounting Estimates and Areas of Judgment Estimates and judgements are
continually evaluated and are based on historical experien￿ and other factors, including
expectations of future events that are believed to be reasonable under the circUmstan￿s.
Restricted funds. Restricted funds are to be used for the specific purpose laid down by the donor.
Expenditure which meets these criteria is charged to the fund.
Unrestricted funds. Unrestricted funds consist of funds which the charity may use for its purpose,
at its discretion. It is the policy of the charity to ensure availability of adequate funds for present and
future liabilities and in the event of a change in income circumstances.
2 Legal status of the charity. The charity is a company limited by guarantee and has no
share capital. The liability of each member in the event of winding up is limited to £1.
14

THE ELDER TREE LTD
Notes to the Accounts for the year ending 31 May 2024
st
3 Incoming resources from activities to further the charity's objectives
Unrestricted Restricted
funds
funds
2024
2024
Total
funds
2024
Supporting People
Project Income Generated
590,466
590,466
91,420
91,420
Rank Foundation
46,929
46,929
Livewell S.W.
36,737
36,737
NL- Community Fund
Donations
35.149
35,149
6,930
6,930
NHS Devon ICB
3,398
3,398
PCC- Household Grant
2,800
2,800
EDF Energy Refund
PCC- Councillor Grants
1.200
1,200
1,000
1,000
University of Plymouth
PCC- Polling Station
854
854
450
450
PDSEIDental Students
200
200
Improving Lives Plymouth
113
113
PCC- Parking Permit Refund
100
100
100 213
717 533
The restricted income was in respect of all of our Befriending Projects
15

THE ELDER TREE LTD
Notes to the Accounts for the year ended 31 May 2024
st
4 Cost of Generating Funds
Unrestricted Restricted
funds
funds
2024
2024
Total
funds
2024
Staff Costs
36,379
36,379
Stationeryffelephone etc.
1,598
1,598
5 Charitable Activities: Project AppIl￿￿10nS
Unrestricted Restricted
funds
funds
2024
2024
Total
funds
2024
Staff Costs
510,051
510,051
Project Expenditure
83,581
83,581
Rent
49.779
49,779
Office CostslEquipment
10,278
10,278
Staff Travel
6,751
6,751
Insurance
2,250
2,250
Telephonellnternet
4,456
4,456
Volunteer Expenses
Databasemebsite
2,966
2.966
913
913
Others
585
585
Training
561
561
Memberships
35
35
672 206
672 206
Support costs and overheads
(see note 6)
82,397
82,397
Applied to all Elder Tree Befriending Projects
16

THE ELDER TREE LTD
Notes to the Accounts for the year ended 31 May 2024
6 Support costs and overheads
Unrestricted
funds
2024
Restricted
funds
2024
Total
funds
2024
Staff Costs
104,709
104.709
Insurance
2,250
2.250
Telephonellnternet
1,420
1,420
Office Costs
1.136
1,136
Databasetwebsite
178
178
Travel
170
170
Rent
Independent Review
475
475
475
109 863
110 338
Apportioned:
Support Costs (5)
82,397
82,397
Governance
475
475
109 863
Governance has been calculated as 250/0 of the total support costs on the basis of time spent together with the
whole costs of the review.
7 Creditors: amount falling due within one year to include auditor's remuneration
Creditors:
475
8 Related Parties
No expenses were reimbursed to any of the trustees.
17

THE ELDER TREE LTD
16.9.24
Reviewers Report
Independent Review Report
To the Trustees of the Elder Tree Ltd
I have reviewed the accounts of the ElderTree Ltd in order to assist you to fulfil your duties under the
Companies Act 2006 for the year ended 31 May 2024 which comprise the Profit and Loss Account. the
Balance Sheet and related notes.
Respor¢sibilities of the Trustees
The Charit￿$ Tnjstees are responsible for the preparation of the accounts. The Charstws trustees
consider that a full audit is not required for the year (under section 43121 of the Charities Act 1993 (the
1993 A¢tl and that an independent examination is needed. It is my responsibility to examine the
Accounts (under section 43131 lal of the 1993 Artl arsd to state. on the basis of procedures specbfied in
ttrte General Directions given by the Charity Commissioners lunder section 43171 Ibl of the 1993 Artl and
to state whether particijlar matters have come to my attention.
Independent Examiners Report
For the Financial year ended 31 May 2024 the company was entitled to exemption from audit under
Sectson 477 Companies Act 2006. No membef of the company has deposited a notice. pursuant to
sertson 476, requiring an audit of thèse fin8ncial statements under the requirernents of the Companies
Act 2006.
The trustees acknowledge their responsibilities for ensuring that the company keeps accounting record5
which compty w4th section 386 of the Att and for preparing financial statements which give a true and
fair view of the state of affairs of the company as at the end of the financsal year and if its profit or loss
for the financial year in 3¢cordance with the requirements of sections 394 and 395 and which otherwise
comply with the requirements of the Companies Act 2006 relating to accounts. so far as applicable to
the companv.
These financial ststements have been prepared in accordance with the provisions applicable to
companies subjett to small cornpany's regime of the Companies Art 2006 and in accordance with the
Financial Reporting Standard for Smaller Entities (effective April 20081.
There 15 Stron8 evidence throughout the accounts of the Trustees regular involvement to adhere to the
Governance of the Financial Aff8irs.
The information given in the trustees report is consistent with the accounts.
Sharon $03dy MAATIMIP
Indèpendent Review
18