RÉGISIEAÉDCOMPAIIY PIUMBER: IM17492 IEn8knnd and Wal¢s)
RE&STEREO CHARITI NUMBER: 1128377
U14AUDtrED FIP4APKIALSTATEPAEP4TS
FOR THEyE￿ ENOED JI MARQ12Q4
UHY Ca￿￿ert Smfth
Chartered Accountants
Murtw Wav
Osbaldw*k
York
North Yorkshtre
Y019 5UW

AGE UK NORTH YORKSHIRE & DARUIIGTOM
CONTENTS OF THE FIPIANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
Chalr olTw#ees olthe Yeai
eptrrt ofthe Trustees
2 to 9
Independ•nt EMamln•r's R•port
io
ststemeni ol H￿￿141A¢￿￿l•s
li
Ball￿e Sheet
12 to 13
C•sh Flow Ststem•nt
14
Not•s to lh• C*h Flow51thment
Notes to the FInanc￿l Ststern¢nts
16 to 28
Deta4ed St•t•iNrt ofAffi•n¢W
29 to 30

AGE UK NORTH YORKSHIRE & DARL•IGTON
CHAIR OFTRUSTEES REVIEW OF ThE YEAR
FOR THÉ YEAR ENDED 31 MARCH 2024
Age UK North Yorkshlre and Darlington has had aM>ther busy and eventhil year. Our sewvice5 continued to be in much
demand, ¥thile the c05t of living chal*es for okler people are significant. We have used fvndth8 from the Household
s￿pOrt Fund to prcwide extia 5UPPOrt for more VUIr￿able elderly people throueh addiiional meals at home and our
infNmatlon and advKe servke.
Our day care staff have contlnued to yLy4lde dlents a•)d thelr lan￿lIeS and (arers with enjO￿lIe and stimulating days In
our day care unit. Our café ha5 provided a wekornirq en¥ironnRnt for cwstomers and the various actiwty eroups who
meet in our building. The information and 3th￿e team provide a specialist seThice for older people. parti¢ulady In maklni
surè that they are claiming all the S￿pc￿tO vthith they art entiiw.
None of thls would be ￿$sIb￿ wlthout our Volunteers. and aga￿ wè are incredibty 8r3teful for all the tirr* and
energy they 8ive us. I'm also grateful to my fellow trustees. alj kKal volunteers also. have supported me and thè
charf(y so well over the last year.
Financialty our posltion remains challen8in8. The extemal emronmeni for Chal￿V Income and fundraising is drfficult and
hlghly comwitive and so WÈ continue to seèk growth and d•¥ersificat#?n in ¢)ur Servi￿$ in order to improve our stabillty
and sustainability. I would IM(e tDthank all our funders, donorsand corporate supporters forthelr support dvrin8 the year.
We have been very fortunate to r￿ntlY receive ￿rne extreme￿ generous legacy income whith has helped our position
greatly. We plan to use thi5 8enerosiiy lo rebuikl our reseryes, whKh were depleted during the Covid.19 pandem14 and
in¥esi In servkes the fvture.
OTr￿ a￿n, I would like tothank all ourstaff and volunteers lorthelr hard work and commitment to delivering ourvi5ion
. %thich 15 to be the organisation older peopletru5t lo help them overcome challenges and love later lrfe.
Kate Rot
Chair of Trustees forthe year ended 31 March 2024

AGE UK NORTH YORKSHIRE & DARiW4GTOW
REPORT OFTHETRUSTEES
FOR THE YEAR EIIDED al MARCH 2024
Th• trusiees who are atso (*rect￿5 ofthe dHrity forthe PU￿ ofthe Compark*s Acr 2￿6, present thelr report with
thè financlal statements of the charity for the year ended 31 March 2024. The trustees have adopted the provlslons of
Accoyntin8 and Rewrtin8 by Chaiitiés.. Statement of Recommended Practxe applicable to tharities preparing their
count5 in accordance wtth the financial Rewrtir¥ Standard applicable in the UK and Republic of lieland IFRS 1021
leffertive l January 20191.
OBIEcfivES ANO AcnvmES
The Charity'5 printipal objeciives are:
- Preventlng and reliwng the poverty of older pe￿e and att¥ancin8 lrfe-lory education
- Preventing or relie¥in8 sickness, di5easeor 5LrtFeri￿ in older peop￿ It•thether physiol. emotional or mentall
- Prornotin8 equality and diver
- Promotin8 the hwnan T￿ts ofotder in accordarKe ￿ the Universal Dedarallon of Human AiBht5
Assistts)8 older people in need by reasffi ol i11-￿31th. ¢k5ability. finamal hardshlp, soclal exclusion or other
dlsadvantage
-such other charitable purpose5 ft>r the benefit of dder people as dechjed tyTru5tees C<￿$15teDt with the Pror￿tI0Th Of
the well-belnc of older people
The Charity ha5 the power to tary tsjt lo1￿1n8 artivitsts toathie•t its objectives..
-To encourage. promte and orFnlse dirert servKes appropriatt to the needs of Indi￿dual orgroups of elderly people.
and if thou6ht fit. to make reasonable tha￿e$ for any 5er¥ices provh4ed
To promote and organi5e co-operation with other tharities, WO￿ntary bodles, statutory authorities and othèr
or￿lS8t10ns to advance benefrts to older people indwling the exthange of information and advfice wlth them
- To eSta￿(Sh. suppoic undertake actIvi￿ with any tharitable trusL associations or institution5 formed for all or any of
the Charty's Objectives
- To e5taNish or acquire subsidiary companies to asstst or act as ag*niS for the Charlty
. To prornote and carry out or a55i5twith sur¥eys. Investigations and Tesearth
. To prowde food. drink and refreshments a5 appropriate f￿ Fl￿n$ participating in the artivities of the Charity
. To join In or to arrange and provide the holding of exhibiticK￿. meetiry. lertures, cL%ses and trainin8 courses
- To publish book5. pamphlets, reports. lournals. films, vvkos and other material
- To apOnt suth adwsory ry)mmiitee5 as the Tnth Board may thlnk fit
These a¢tiwty strands are supported by 8ovemance devehpment and irnprovements to fxilitiès management and
management of health •nd safety.
V151on: .' to be the orwisat*?n oldu people twust to h*them o¥elco￿ challen8es and love ￿ter life.
Our stratègic obiectfves were developed with the aim that:
- Older people are well informed and enabled
- Older people have a vofjce that's better hewd
. Older people are more resourceful. skil￿d and resllent
- Older people are 50ually included and feelvalued
Older people are healthler and happier
Publk Benefft
The trustees are aware ol 8uldance published by the Charity Ccrfnmission oh Publk Benefft and the guldance Is taken into
account when tlw Trview the objecti￿$ and xthities ofthe charlty.
The Charity exlsts for the publk benefft by en5urin8 that its wtyk is fotussed on iMpM￿n8 ihe quality of life for all oldef
people wthin Hambleton. RiChrn￿dsh0le. Harrogate & Dlstrlrt and Oarlin8ion. In doing $0 It is ¢ommfftied to
acknowled8in8 the diveTSity of the older population and Klentlfying and addressiry their uniqLbe need5. We feel our
programme ofactviities and 8roups meets thi5 need Imrt we are constantly stthong to extend and Smprove.

AGE UK NORTh YORKSHIRE & DARUNGTOM
REPORT OF THE TRUSTEES
FOR ThE YEAR EP4DED 31 MARCH 2024
ACHIEVEMENT AND PERFORMAIICE
Voluntethn
Volunteers are vital to our ability to prowde seNces to dder peO￿e and. as ever. we were o¥erwhelmed with the
genero￿ty. commltment and enthusiasm ￿rv￿untÉer5 P￿ded. AT￿nd ICX)¥olunteer5 delNered meals at horne. made
befritndtng telèphone talls, 5UPP)rted our helpline ¥rbJ Information and Advice team. collected shoppin8
prescriptlons, and worked in the kftchens.
ItTrdl
We have run a befTlendk)8 serylce In partnershlp with Primary Care Darlington Social pre5tribir¥ tezrn for a number of
vears. Unfortunatel¥. during the year 2023124, this funding and staffing support came to an en(l. We will look at other
exiernal sources of fvndin8 for this yeryvaluable sepjice.
rmatlw •nd
ThlsseNl¢e Is free atthe point ofdelivery and has continued to be extremelybu5Y throughout theyear. We have provided
5UPPOrt over the phone. in our Darliwn offKes and where needed in people's own homes. This sep41¢è is also
delivered by a staff member based in Harroeate DistrKL We haThd￿ ivst under 4.￿ enqulrfes. yielding ovÈr £2.6
mllllon in addltlonal benefits and finantial support for our<usttyners. In a surby we carried out with our I&A dlents.
99% ofthem were'very Satisfied. with seivice.
Vtrterans Su
We continued to SUPPOrt Veterans Grtyjps in Darliw and North yo￿. and contlnued to apply for specifit fundin8
to deliver projects almed at supporting vÈterans in ￿￿r Com￿ltIes.
Our day care 5eNcE SUPPQrt5 around a dozen dementia dients ￿ery day. Some clients come for iThdNidual respite days,
some regularly forone or more days per week. Both cllents and theirfamiliès find the sèrvitè very positive and helpful.
Some of our cllents are s•lf.fundin8 with the rtmainder funded by Darlington Borough Cwncil Social Services. We also
receive funding from Darli￿on 8orou8h Council to pro¥th respite breaks for family carers. During 2023124 we made
plans to expand thSs service, supwjrted bygenerous fundl￿fOr refurbi5hbnK a new daycare foom from Cummins. We wlll
take these plaro fvrlher 2024125, publKising the expanded seryice io Gps and other NHS provlders as well as to
the wider community
Durine 2023124, the caterin8 service was busyaThJ thè café eontinued to provide meats for irtdividual ¢ust¢mers, day care
¢lients. and group5and artivitie5. Th5 yearwe have delr4ered up fo 60 mea15 at home a day. 7 days a weekto those clients
who are at home and stwgle to get out Into the community. Chjr leam of staff and volunteer cooks have also provlded
number of rneals for sthodchildren during holiday perhods as Part ol the Househohl Support Fund.
Staffin
Our CEO. Helen Hunter, who had led thetharSty thr¢yJ8h the Co¥ld-19 pandemTrc left us for anothèr charrty ro￿ in January
2024. We then operated wilh an eX￿￿er￿ed interim CEO. Kelin Cooper. who had worked with the charity in prev¢ous
ve3rs, for the rernainder of the financial year Wowe appoint1￿ a new pern)ar￿nt CEO. Fay Sculllon, wtho took up post In
October 2024.
Thè stsffin¥ team has remained largely stsble over the fast year and tn￿tee$ were pleased to be able to award our loyal
staff a 5% tost of living salary increase taki￿ effert in 2024125. after a number ofyears when pay Fncreases had not been
possible due to Owchallengi￿ finance5.
We did 130 home èner8y chÈcks funded throu8h ￿e UK in 2023-24. We abo contlnue to provkle a ranBe of group5 znd
activlties in thdbury House and a Ilmited rawe in the ￿mI￿jnIties of North Yorkshire. particularly in Northallerton
some in Harrogate.

AGÉ UK NI)ftTh YORKSHIRE & DARU14GTON
IIEPORTOF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 21114
FINANCIAL REV*W
2023124 has another thallen8ln8 year financially. Tr15 is primari￿ due lo orvaoing thallenge of pro¥ldln8 hl8h
quality seryiw at an affordable cost tts indr¥iduals. famllles and stakeholders suth as local counci15. Many of our 5er¥4ces
have not been ableto increase char8es to a level that would enable the tharityto cover fts core costs. In ihls sltuation we
continue lo look forfunding (yportunities from trusts. and wrporatè sotial responsibility.
Wedid rècer4e news ofa very8enerous legacyin theyewwhich i58ratefvlfy recerved. Thisfunding is incredlbly Imp(Ktant
for the lon£-term security of the charity. Althou8h St does not sofve the day today challenges. it give5 VS the opportunity
to Invest in seThlces and capacity that will increase tyjr Sustaina￿[ty In the knn8 run. There are also lJ¥o other smaller
le8acle5 which are expected durin8 2024125, but not yet reC￿niSed in our accounts as the tlmln85 and flnal aMoL￿ts are
not yet known wth rea50nable¢ertainty.
The accounts slw)w an overall surplus of £307,559 for 202¥24. conbpared with a defKrt of £9,112 in 2022123. The
surplus in the year inthde5 legacy incomè rÈtoÉnised of £280.CIKI.
In order to ¢ontinue io manage the financial thallerw, we continued to scnrtinise our f￿anceS very carefully throu8h
our finance and bu5ine$5 development tomrnittee. We contmue to keep a range of knng term option5 on the table,
includlng partnership wijrking and collaboration with other local chariiies or rtgional Age UKS. We belleve that we will
need to consider pr￿Iding additional or sthkes as weN as reviewy￿ al generating streams to ensure
maximum efficiency.
Prlncipal fundin8 5trtams this year havt been: C(￿tracts- predominant￿ from Darlington Borough Countil.. fuN&ing from
grant makin8 bodies includin8 charitsblt trusts.. and indivhyuals pa￿nI for service5 StKh as day care and rneals
at home. We contlnue to seek to Increase our 5ervice5 within N¢th Yorkshlre. altth)ugh our options afe cuffentty limSted
by what Council contracts are av3dable. We to erwe dosely with the new unitary North Yorkshire County
Council to undersiand where we can add value.
The Board conslders that the fvnd5 of the Charity need to ￿ retained in easity accesslble accounts. Therefore,
fund5 not immediately requlred are held In a varfety of interest 8ain1￿ ¢)pp)rtuntties wiihln the commercial banklnB
rv*s Pol
The Reserve5 Polity Èxists to help the charity..
- Properly manage its resource5
Plan and report accuratelv
- Match its reserve5 to its requirements in the 51hJrt and knwterm
Tru5tets have set the level of feser¥es by conshlering the followi￿.
- Cash flow and forecasts
- A review of eKi$tin8 fvnds and reser￿5
3 year f￿ancIal plan
. The Charitys Strate8ic Oocwnent inclwjing prowsEd new serv6ces and Infrastr￿re
- Aèviewof past Operati￿al activity and other trends
- A of malor rlsks fac1￿ the Charity
. Analysis of futwe needs and consequentss rfthese Cann￿ be met
- Level of redundancy payments required In event oldosurt
. Break dauses in rental or5upplier wntracts

AGE UK NORTH YORKSHIRE & DARUNGfoM
REPORT OF THETRUSTEES
FOR THE YEAR ENDED 31 MARCM 2024
The current Policy is to maintain the Charity's reserve5 at ￿ equNabent to a median of three months operational
eMpendititTe in additron to the above. Trwtees have been aware that the financial posftlon has been below our current
policy in recent years and have been activety monitorfng our cashllow positlon. maklng plans to Improve the financial
posliion so that the charity tan continue to optrate. For thi5 reason. we will use some of the re￿nt legacy income to
rebuild our re5er¥eswhich were siBnificantly derAeted duw the Covid-19 pandErnic ar￿ sub5equentrtnanual difficultie5.
ort and
Age UK INatlonall
L¢Kal Age UKS in Yorkshire arwj the North East
Alzheimer's Society
Armed FortÈs Covenant
Centre for Better Agein8
CIUzens Advke Darflngton
Comrnunity First Yorkshire
County Durham and Dartlngton NHS Foundatfion tfttst
County Durham Community Foundation INOW rÈnamed Poirrt North)
Darlin8ton As50Clat￿n on Disablllty
DarlSngton Borough Ctyjndl
DarlinBton Mind
Dementia Forward
County Ourham and Darlington Politè ComrrHssbJner
Ourham Constabulary
Eon
Harrogate and rura Di5trirt ainical Cornmi55ioniry Group
Healthwatch Darlington
Kings Church Community Centre
Latimer Hink5 Solicitors
Memorial tr￿sPital Darlingkn)
Morrison5 Foundalion
MS SOCW Darllngton and Distrfct
North Yorkshlre County Councl
Rotary aub Darlinglon
Stronger Communr(ies North Yorkshire
Tees, Esk and Wèar Foundation Trust
The Cornmlll Retall Centre
Two Ridings Community Frwndation
Volunteers and Good Friends
Illow Road Communlty Centre
Also the many other donor5. Well-￿$her5. SUPPWters and subxriberswhose support is rn￿h appreciated.

AGE UK NOftTh YOftKSIIIRE & DARUNG
ftÉPORTOF THE TRUSTEES
FO(¢ THf YEAR ENDED 31 MARCH 2024
PiAIIS FOR THE FLMJRE
As described earkner in this repor¢ a5 a thaiity, we have had a number of very dlfficult years financially. 202¥24 was
therefore a cruclal year for ensurlw the chaiity Bets back on a sound financial footing in terms of day to day Income.
Durlng the year wè took the followln8 ad10￿ to athieve thls-
-we reviewed our day care pritine structure to enable the ser¥ite to reco¥er Its costs mrxe fully
-we planned to expand our day care service, Incred￿ng the r￿rnber of ditnts we tan support by utlllsthg an un*-used
space onthe groundffloorof Bradbury H¢)use. Generousc4xtalfundlngwa5 SO￿ta￿l receNed in 2024for refurbishment
of the new day care room
. We revlewed the prlcin8 for IN food and h05Pitality 5eNices and diver51￿￿ the ringe of food 5ervlce5 we offer in the
Irxal cofflmunity
- We finalised the closure of offKes in Northallerton and Skipton wluthwere not affordable
- We continued tD rnake hi8h qualty fvndinz applKations to trusts, grant funder5 and other organisatknns
- We rea¢hed out to other organisations Induding IrKal A4e UKS for best practi￿ att¥ice and co#aboratlon
For 202415 we intend to..
- Work with Darlington Borough Council to revoew the day Ca￿ contract to ensure it properly reflerts OiIT Costs
- En8aKe with the new unltsry North Yorkshire Couw Cwntil and othw Morth YorkshI￿Sed partners to unthrstand
how we can best work with them
- Publiase the newty refurbished day tsrè r1￿M and inuèase the numbers of clients we support
- Use the extenslon of the Household Support Fund to provide additi¢Jnal meals at home and inforniation and advice
Services. While th¥s funding ts avallable. we also planto de￿ free hot soup in our café and energy effiC￿¢V supportfor
older people
- Develop a new strate8y for increas1￿ coryxyate donations. and fvftdi￿ bhls
Wtth a new CEO in place ffom Cktober Z024 we also plan to move fon¥ard with developing a new It￿8 term strate8y.
Age UK national have also been develop1￿ a new strategy forworkin8 With all the local Aee UK partners. WÈ will nètts to
$18n a new partnership a8reernent ￿th the natthal tharity and atso particlpate In a full quality assessment of our
Or8￿1$at￿0n.
STrUCTURE, GOVERNANCE AND A•ANA6Eh
The or8ani5ation lan unincorporated tharityl wa5 louwwjed on 29th Jlme 1987 and reglstered as a charrty on 9th AuBU5t
1987.
It became a Brand Partner of Ase UK on 1st April 2011 and incorporated on 31st Marth 2012. ThE current
Jverningdotum•)t was revised on 9th Awdust2017 upon the merger of 4e UKDarlin8ton with Age UKNorth YorkshSre.
nlsatlonal Stru(￿re
The Charity is governed by the Board ofTntsteeswhkh ft￿ts si¥-weekly.
The Charity's tradln8 subsldlary, Llfestyle Soplus LKnited. ceased to trade wilh effect Irom 31 March 2023 wlth Its
operations sub5equerttly takèn on bythe charlty.
The Charlty ha5 appointed a Finarte and Business Development Cornrnittee which provides specific dose scrutiny on
financial i$5ues and report5 to the main Trustee Board. This Committee meets six-weekly, a week before each Charity
Board meeting. The Chafity has a150 appowited a PeOe and Compliance committee which provides close scrutiny on
risk. quality. Safeguardi￿ HR and gOb*rnance Issues. This Committee meets six-weekly in •dvance oleach Charity Board
meetin8.
The C￿tf ExecutNè Offlcer has delegated respons*M16ty for the Operati￿31 n•nnin8 of the organisation ￿ behaw of the
Board ot Truslee5.

AGt UK NORTh YORKSHK & DARL￿6TLY•
REPORT OF TrIE TRUSTEES
FOR TrIE YEAR ENDED 31 WRCH 1024
A•uultment and
Tru5tee5 are Elected for a three year terrn. There is M current restrlckn on the numbw of consetuti¥e ièrms a Trustee
can serve. although the Chèrltyseekstofollowth• best yattthgUKlance whichlimitsthe numberofterms. The appolnted
Chair t5 restricted to two years, followed by two 3 year tern￿ as a m&¥imum.
The Board of Trustees carrie5 Outa regular reviewof the skills andexperience required bythe Board, and asfaras posslble.
5eek5 to recruit trustees to ensure a balanced and representatw)n of such skllls and experience. Sessions art arranged for
new Trustees io understand the wlder strnc￿r• of Charity, the current range of actNitie5 and business and links to
the Brand partnershlp. Trainiro Opport￿ille5 are identif*d and offefed kKal￿ as fequired. One new Tru5tee5 joined
during the year.
Tru5tee5receive 5UPPQrting infrffmation fromv?rioussourw:Ch?rftyCthi)rissfion: P4e UKand artlcles of interest. The
Essential TTU5tee' is the Commission's guide ava61ab￿ to trustets.
Safe8uardin8 is a key responsI￿lity of the 0rganiWi￿. gr¥en the custrynw base and provision of care servlces. (hjr
safeguarding policies compty with the requirements of Darlington Borough Council and North Yorkshlre County Council
procedures. The Head of Operation has been the deS￿nated 5afe8uarding lead in 2024 along with Vice Chair of the Board
as lead forTru5tees
sk Mana
eme
Trustees examinethe5trate8ic, bu5inessand Operat￿￿al risks whththe tharityfate5 and these are held within thecharity
risk re8iSter. Procedures are In Pla￿t0 ensurecOm￿lantewlth safe8uardin& he3hh and safety of stsff, dients. volunteers
and visitors tothe (wnisation. Trustees undertake regularoversightreviewin8the Risk Register. The CEO recÈl¥es Health
and Safety Reports and reports subsiancetotheTrullrts.
The Charity malntained its Age UK Quality 5tsndard Award and ufs Inforniation and Advi￿ Quality Standard
Award 3nd will be reassessed in 2025.
FlnancSal M
ement
Thè mana8ement of the Charity's finanual ac£ountkng proctss Is delegated to the CEO and 15 overseen on behalf of the
Trustee board by a Finante Commitiee. The comrnittee has whKh includes the Chair, other Trustees, ￿0 and finantt
Staff. The Commlttee. which Meets 5ix-weekty, recep￿$ fina￿la1 reports whl¢h are scrutlnlsed and orculated to the
8oard prior to each full Board meetlng. The terms of refÈrÈntè allow for additional [r￿tIngS 35 required.
The Board monIt￿5 the financlal perf0mlan￿ ofthe Charity by:
- Having In place a strategy and annual budget appro￿ by theTr￿teeS
Regular consideration by the Trustees of firnancial rtsuks. varlance from budget plus Mrt- finantial performance
indlcators and reviews
- Monitorins of finanaal risks vla the Charity Risk Rwoer
- Strurtured agenda aThl $c￿led Finance Sub Cornmittee rneeti￿.

AGE UK NORTH YORKSHIRE & DARUNGTON
REPORT OFThE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2014
AEFERENCE AND ADMINISTrATIVE DETAILS
Istered Charlty Thjrne: A8e UK North Yorkshirt and Darlingt
Charlty rellstratlon *¥Jmber. 1128377
Complbny Re8lstr•llon nwthr. W17492
Prknclpal offk• and r•**•r•d offlc•:
Bradbury House
Beaumont Street West
Darlington
DLI SSX
Trustees s•r¥hi8 kn the year:
K Roe- Chair
J Ellis
Vice Chair
R Tankard- Tréasurer {untll Z5 January 2024, res*ned astnth 25January 20241
A Conley- Treasurer Ifrom 25 January 2024. prt¥iW appoinied a t￿￿ 14 December 20231
C Worts
G Cooney
K Culverhouse
J Anderson
P Bowker (resignèd 7 Marth 20241
Dr 8 Bhogal
Chlef Exffutlv• Ollk•r.
Helen Hunter (until January 2024)
Kevin c￿pèr linterim CEO from j￿Uary 20241
Fay Sculllon {ffom Ortober 20241
IndePend￿t ¢¥4mlner".
UHY Calvert Smith LLP
Chartered Accountants
Hefita8e House, Murton Wav.
York Y019 5UW
Bankers:
Unity Trust
9 8TiDdley Place
81milngham
812H8
Sdlchor.
Latlmer Hlnks
5-8 Priestgate
Darfin&ton
OLI IML

PfjE UK NORTh YORKSHIRE & DAAUIIGTON
REPORT OF THE TRUSTEES
FOR THE YEAII ENDED 31 MAROI 2024
This ￿pOrt ha5 been prepared in accordance with the spetlal prtr4lsionsof Part 15 of the Coryjanies Att 20C6 ￿latIng to
small companies.
Approved by orderof the board of trustees on............................................. and slgned on Its behalf by:
G C(*)nev.

INDEPE1￿)ENT£K￿MlNER'S REPORTTOThE TRIISTEES OF
AGE UK NORTH YORKSH￿ & DARL•16TOM
Ind•pendent examlner's rowtto th• trnS￿l$0f* UK Nwthyorwilve & fihèconwrfl
I report to the charlty trustees ￿ mywrninatH)n of the accounts ol the CLNnpany for the year ended 31 March 2024.
Responslbllltles and of report
A5 the charity's trustees of the Company land also its dii•rtots for the purposes of company lawl you a￿ responsible for
the weparatlon of thè accounts in accordan￿ *ith the requirernents of the Companies Act 2OJ6 l*hè 2￿6 Aci'l.
Ha¥ing satlsfted myself that the accounts of the Crynpany are not required to be audited under Part 16 of the 2006 Art
and are eligible for independent examination. I report in respert of my examrnation gf your charty's accounts as tarried
out under Section 145 ot the Charities Act 20111'the 2011 Aci'l. 14) carrying out my examination I have followed the
Oire¢tion$8rth) by the Charlty Commts%on ￿ler Sectim 145151 Ib) of thè 2011 Act.
Indepeb)d•nt examlnees ststem*ht
Slnce yovr charity's gross Income exceeded £250,CKKI your exaThuner must be a rnember of a ti5ted body. I can confirm
that l am qualified to undertake the examlnatlon because l am a member of the Instil￿e gf Chartered Accountants In
England and Wales, whith 1$ one of the listed b¢)dies.
I have completed my ex•ninatw)n. l ¢onfimi that no matiers have c¢Jme to rny attention In connectp)n wtth the
examlnatlon ¥l¥in8 me cause to believe:
accounti￿ recrKth were not kept In reS￿t ofthe Companyas required by5e¢tb>n 386 of thè Zfth Act.. or
the accounts do not accord with those records." or
the actounts do not comply with ihe accounting requireTnents of Settion 396 of the 2006 Act other than any
requirernentthat tht actounts8lvea true and whKh & not a matt*rt¢nsidered as partof èn independent
examinat*)n,' or
the acEounts have not t￿en prepared In accordance with the mths and wlnciples ot the Statsment of
Recommended Practice f0rxcount1￿ and reporting by charit￿5 (applicable to chartties prepar6n8 theor accovnts
In accordance vrith the Finantial Rep￿ti￿ Stamlard appli¢able in the UK and ftwblic of Ireland IFRS 10211.
I have no concerns and have come across no other matters in connettion wilh examination to whlth attentlon should
b? drawn in this report In ¢Nder to enable a wopef understsndin8 of the accounts to be reathed.
Harry H¢iwlèy
UHY Calvert Smith
Chartered Accountant5
Heritage House
Murton Way
Osbaldwiek
Y4)rk
Y019 5UW
Date..
-1

AGE UK NORTh YORKSHIRE & OARLINGTON
STATEMENT OF FINANaAL ACTMTIES
IINCORPOAATr46 AM INCOME ANO EXPENIMllJAE ACCOUNn
FOR THE YEAR ENoeD 31 PaARCH 2014
2024
Tolal
funds
2023
Total
funds
Unre5trided Restrlcted
fvnds
funds
INCOME AND ENDOWMEPITS FROM
Clonations and legacies
310585
349,185
128.627
Ch•rflalJle a¢lMtles
Service5 and 5UPPPrt fo¥ olderpeople
8L778
456.LY)9
Oiher tradln8 actl¥itles
Investment inccrfne
Other Income
13.101
13.546
Total
769991
12L3n
i.jn
600.627
EXPENDITURE ON
Raisin8 funds
(￿1
(13111
10,268
Chjritable artNllles
Services and support for oldw peO￿e
484345
SB5,1
S99.471
Totsl
le3￿34
I￿.718
609,739
NET INCOMEIIEXPENDITURE)
307,559
19,1121
RECONCIUATION OF FUIIDS
Total funds brought fon¥ard
455,482
TOTAL FUNDS CARRIED FORWARD
nJ329
20,600
753.929
446,370
The notesforrn part of thesefinancial Statements
-li-

AGE UK NORTH YORKS￿RE & DAftUNGTQN (REGISTEREO NUMBER: 068174911
BAiANCE SHEET
31 MARCH 2024
2023
Totsl
funds
Unrestrlcted
fvnd5
Restrkted
funds
T¢)tsl
funds
Notes
FfAED A55ETS
Tan8lble assets
Investments
39L107
17
391.109
CURRENT ASSErs
Stocks
Debtors
Cash at bank and in hand
4105
337.44Z
53J57
19
337
74.557
38.452
85.692
414.104
124,144
CftEDrroRS
ArTh)unts falling due wlthln one year
20
145J1871
145.0171
168,8831
NETCURRENT ASSETS
369017
55.261
TOTALASSETS LE55 CUIIIIEHT UABIUTIES
733J29
753.929
*M6,370
733J
753,929
446,370
FUNDS
Unre5trirted lund5
ReStrI￿ed fvnds
22
733,319
20.600
446,370
TOTAL FU14DS
753.929
446.370
tharitsble ¢ompany Is entitled to exemption from audit under Settb)n 477 of the Companles 2(￿￿ for the year
ended 31 March 2024.
members ha¥* not rèqulred the company to obt*n an audit of its finanaal statements for the year ended
31 March 2024 in accordance with sett￿n 476 of the Companles Att 21￿.
The trnstees acknowledge their responsibilitie5 lor
ensuring thai the charitable c(wny keep5 accounting retords that compty wlth Secth)n$ 386 and 387 of the
Companies Art 2W6 and
prepark)g fina￿la1 statements whKh gNe • true 4nd fairvie4vof the stste of affws of the charltable company 35
at the end of each linancial year arrtl of its 5urpko or deficit for eath financial year In accordan￿ with the
requirements of Settions 394 and 395 ènd whkh otherwise compty with the requirements of the Ccwnpanies Att
2006 relating to fIna￿la1 ststernents. so far as applicatAè tr* the chawitablè company.
Ib}
The notesfomi part ofthese financial statements
-12-
continued...

AGE UK NORTh YORKSHIRÉ & IMRUNGTON IREGISTEAED NUM8EK' ¢H174921
bAiANCE SHEET. contlnued
31 MAIICH 2024
These financlal statements have been prepared in accordance with the prov15K￿$ applicable to charitable tompanies
subjert to the small cornpanies regime.
The finandal rtatements wert approved bythe Board of Trustee5 andauthorised lor Issue on.............................................
and were 51gned on it5 behalf by.
G Cooney. Trustee
The notes fomi part ofthesefinancial 5tsternents
-13-

AGE UK NORTH yoRKSTr￿ & DARiWIGTON
CASH Flow sfATEMEMT
FOR THE YEAR ENDEO 31 MARCH 2024
2023
Cash flows from operaliTha pcllb4U
Cash 8enerated from operations
29m81
161.0351
Net cash usèd in operatlng aalvities
I9￿51>
161.0351
Cash IIow5 frorn INT￿tIng actl¥ll*s
Purd)ase of tangible fixe(l assets
A￿an£t$ and repayments from sub5rdiary
Loan to CASEwork- ¢aFMtal repald
Interest recelved
19.1151
5317
Net Cash provlded byllused inl irNestin8 acti
723
9.1151
Chany In ash and ¢osh •qukl•nts the
r•pOrt1￿ perfod
Cash and cash t4ul¥al•ntsattho
olthe reportini pèrl¢xl
{IL1351
{70.150)
•5,69Z
155,842
Cash and ￿$h equIval•￿¥tthe and dth•
reporti￿ ￿rIOd
74.557
85,692
The r￿te5 form partof these financlal statemerts
-14-

AGE UK NORTh YORKSHIRE & DARU14GTON
NOTES TO THE CASH FLOW STATEMEIIT
FOR THE YEAR EI4DEO 31 MARCH 2024
RECONaLIATION OF NET INCOMV(EXPENDmJRO ro CASH FLOW FROM OPERATING
AcrN￿lEs
2023
of Flnanclal A¢tMtlesl
Adjustrnentstr.
Depreoatiw thar8es
Interest ree*ved
Cash and fixed assets frorn subsidiary
Accrued Wey Sncome
Investment in subsidiary written off
Increase in stocks
Increase in debtors
Decrease In ￿etht0rs
307.559
19.1121
13%13
19061
112,9351
1280,000}
15.072
(2,1051
131A901
13,7961
12,2001
164,7951
N•t cash used h) opeAtlons
129W81
161,0351
ANALYSIS OF CHANGES IM NEf Ful￿5
At 1.4.23
Cash flow
At Jl.3.24
Nel cash
Cash ai bank and in hand
111,135
74.557
S5￿92
111.1351
74.557
Totsl
85ffi92
11.1351
74.557
The charity's tradln8 subsFdiary, Lifestyle Lfimrted. ceased to Irale with effect from 31 March 2024. wlth its
activiti25 subsequenttytaken of by the d￿rIty. Adju5trrtht ha5 been made in the reconcliation to net cash flow
from operatin8 artivities abovefor fixed assets and cash transferred from the subsidiary.
The notesfomi part of these finandal ststements
-15-

AGÉ UK NORTh YORKSHIRE & DARiIIIGTQN
NOTES TO THE FW4A14CIAL STATEMEP
FOR THE YEAR ENDED 31 MARCH 2024
STATUTORY INFORMATION
The tharlty Ss a private company knited by guarantee, incorwfattd in England & Wales. The re8tstered office of
th* tonwany is Bradbury House. B&wnx)nt Street We5¢ Co tknham. DLI 5S
ACCOUNTING POUCIE5
B•sl$ of pr•parfry the finanthl statem
The finantlal statements of the charitable conwany. whith 15 a public benefit Ènttty under FR5 102, have been
prepared in accordantè ￿ the Charities SORP IFRS 1021 'Accounting and Reporting by Chariti￿.. Ststement of
Recommended Pradice aP￿Itable totharities Fwring theSraccowits li accordance with the Financial Reporti
Standard applicable in the UK and Republic of Ireland IFRS 1021 1tffectv￿ l January 20191., Flnanclal Reporti
Standard 102 Ihe Financial Reportin¥ Stsndafd applfjcab￿ in the UK and Republic of Ireland, and the Companies
Act 2006. The financial staternents have been prepared under the hlstoiical cost Con￿nI10n, with the exception
ol Investments whlth are induded at market val￿.
The financial statements are prepared in sterli￿ whth isthe funrtlonal currency of th• companv.
Golni ¢on¢ern bays
The trustees have carried an assessment ol ihe tharivs golng concern r•)STtioTh. Havin8 considered the
financial p051tion aNI pmlectlons of the charity the trustees have a reasonable expertation that it has adequate
re50urcestO SUPPgrt its on8oMwatti¥tties frAt￿ foreseeable firtwe. The tharity therefore ccffitinue5 to adopt the
olng concem basis in prepamg the ffinancral statements.
Furtherinftsrm*ion on the￿na￿￿1¢h*11eft8eS elpef￿(ed ￿the tharrtyin ￿year. andaCtiO￿ taken toaddress
thts. are I￿luded in the Trustees. report.
The preparation of the financial statements requires management to make lud8ements, estimates and
assumptions that affect the amounts reported. These estimate and judg?merts are continually reviewed and are
based on experience and othèr fartors. including eXpectatXy￿ of fvtUTeevents that are believed to be feasonable
in the clrcumstances.
Area5 in which judgement ha5 been apploed inCh￿e an assessn*ntof the appropriate level of intomèto récognlsè
tn connecilon wSth contracts lorthe swFtycrfservKes and similar perfomancerelated yants. and the recognition
requirements for legacy I￿orne.
There are considered to be no assumptions or estimates madè In the prepafatlon of the thandal ststements that
have a 5ignifiunt risk of cau5iNa a materlal adjustment to the carrying amounts of assets and liabllities In the next
nancial year.
The ffinancial staternentscontain information abtyJtP4eUK Northyorlshlre & Darliwon a5an individual company
and do not contain consolidated financial information asthe parent of a group.Thecharlty Isexempt vndersertion
39912AI of the Cornpanies Act 21￿ ffom the requrnnents to prepare conso14dated financial statements.
The company's sub51diary, Lifestyk (inm¢￿. ¢eas¢d to irade with effect from 31 March 2023. wlth it5
artivitie5 sub5equentty taken cffj bythe<harity.
All incorne is rètognisèd lrt the Statement of FinaKial ActThitI￿ once the charity ha5 entltlernent to the funds. it is
probable that the income wll be receri*d and am¢)unt can be measured reliabty.
.1
continued...

AGE UK NORTh YORKSHthIE & DARUIIGTON
NOTESTOTHE HNAIJCIALSTATEMEIITS- C4x￿oN￿d
FOR THE YEAR ENOED 31 MAIICH 2024
ACCOUNTING pouaES.cortknwd
IrKome
Income from chalita￿e aafvities represents amounts recepAble Sn connection with servlees delivtrÈd by the
tharity. and includes fees receivable, payments under 5eryice contracts and performance related gran
Income frum contracts for the suppfy of s¢r¥kes.and ym1¥ performan¢e rekied grants. are r¢¢ognised over the
period gf delivery.
When donors specify that donaticffjs and grants are for particular re5trrcted purrA)ses. which do not amount to
pre-conditions reBardinÉ entitlement, this income bs induded in incomin8 resources of restrided funds when
recelvable.
Ewdllure
Liabilities are retogni5ed a5expenditure assoon asthereisa *al orcon5tructiveobligationcommittingthe charity
to that expenditure, it is probable that a transfer of economic benefits wlll be requlred settlement and the
amount of the obligation can bemeasured reliabfy. ExKwbditure is accounted foron an attruals basis and has been
classified undèr headings that a88regate all cost related tothe category. Where costs cannot be directly attrlbuted
to partlcular headin85 they have been allocated to actTriil]es on a basls consistent with the use of re50urce5.
Charltable acuvllles
Cost of eharltable actlvltles kndude th￿e costs incurred bytht d4rity in the dèlivery of its artivities and service5
for its beneficiaries.
Alloc*1¢￿ al￿ apportlonrnert of ¢ty#s
Costs are direttty allocated to charitable acii¥ives Whe￿ possible.
Support Costs indude central functhryns and overhead5 that as￿St the of the charity.
Tan￿ble flxed ass•ts
Oepretiation is provided atihe annual rate5 in wdertowriteoff each asseto¥eT its estimated useful Ilfe.
Long leasehold
lrnprovements to propertv
Plani and machinery
Fixtures and ffttings
COmp￿er equipment
CF¥er the perK)d of the lease
f*erthe period of the lease
10*25% on reduc1￿ balance
10%-25% on reduc1￿ balancÈ
10%-25% ijn reducln8 balance
InTrfe5tmert In youp ertltltles
Investments Wi the compan¥'s subs•dlary undertak1￿5 are induded at cost less impaim*rt los￿ The
invèstmènt has bèen written off in lull in year.
The charity wa5 a150 a ¥uarantor rr*mberof fAsEwork Ser¥ice5 Community Interestcompany. a company Ilmlted
by 8uaTrntee and havin8 no share capital. No amount has been reco8DSsed In respect of the Cha￿￿$ Interest in
the company. The charity teased to be a member with effed from l April 2023.
Stocks
Stocks are Valued at lower of ￿$tand net realisable *dlue. after rnakin8 due allowance for l￿$01e1e and slow
mowing Items.
T¥x•tk¥
The tharity is exempt from corporation tax on Its tharltable
-17-
continued...

AGE UK NORTH YORKSHIRE & DARUIIGTON
NOTES TO THE FIPIAIKIAL STATEMErirs.
FOR THE YEAR ENDED 31 MARCM 2024
ACCOUNTING p￿clES. cortlThwd
Fwnd
Unre5trlct•d fvndscan be us￿1 in acc(Ydance ￿7th the d￿rItsb1e otsiect￿ atthe dlscretlon ofthe tn15tees.
Restricted funds onty be usèd lor partitular restf￿ed Pufposes within the obierts of the tharfty. Re5trictiDn5
arise when speafied by the th)bwr or when fvnds are raiged for wticular restrlcted purposes.
Further e¥pknation of the natureaThJ purrM)seof eath fund is int￿ded In the notes tothe financSal statements.
The charitable company OFwates a defined contri1￿tiOn pension scheme.
Contribution5 payable to thè
charitable company's pension schwne are charged to the Ststement of Financial Artivities in the period to which
Ihey relate.
Flnanclal hthments
The charity does not use any financlal instrun￿ts ¥hhich are dttmed to be nofvbas4c All financial assets and
liabilities of the charity are measured at amortised cosL
DONATIONS AND LEGACIES
2023
Oonations
Gift aid
Legaaes
Grants
29,991
19.493
280JK
109.134
349,185
128.6Z7
Intome from legades includes £280.CA)012023: £Nill whith ha5 been accrued txrt not recerved at the year end.
This was received by the charity In May 202
liwtrictedgrant Income of £38.fAI has teen recevrnl in the Y￿r.
OTHER TRADING AcfMTIES
2023
Fundraising events
Cafe and catering sales
31908
32908
2,800
continued...

AGE UI( NORTH YORKSHIRE & DAALINGTON
NOTE5 TO THE FINANCIAL STATEMEhlTS- r41ntk
FOR THE YEAR E14DEO 31 MARCH 1014
INVESTMENT INCOME
2023
Chargeto tradlng Sub￿dIary
other Interest
12,457
906
13.101
INCOME FROM CHAAITW AcnvmES
2024
2023
Aaivity
Fees for ser¥ices
5ÈNites and support for older peop
Other in¢orne
ces and support for older peop
Meals at Home
Servin and supp(*t for older peop
Grants and servicecontracts ServKe5 ar￿ syiport for olderpeople
147A33
118,497
118
60A63
296.930
337,484
4%,099
Fee5 for 5ewvKe5 include5 amounts receival￿e for dayrare and home servi
Contract and grant rrfognised in¢hrfles £146,37012023'. £50.(Q)l underthecharity's Household Fund
Carers Break contracts vmth Darfbneton Counul, and £Nil 12023: £76.7391 under the WdlbelNd and
Pre¥•ntbon tontract wlth North Yorkshire C4Kbntyc￿ntsl.
Total grant incorne of £140.5EQ12023= f210.7451 has been recogni5ed 35 part of income from chaiitableactivities:
£82,77812023'. £200.7451 being Classif￿ as restTKied. These are perforniance related 8rants which fund the
delivery of speeific services or programmes.
OThER INCOME
2024
2023
Recharge utillty costs
13546
continued...

PASE UK NORTH YORKSTrIRE & DARUIIGTOII
MOTES TO THE FINANaALSTATEMENTS-UMrt
FI￿ THE YEAR ENDED 31 MARCH 2024
RAISING FUNDS
Oihertradtw ¥rtl¥ltl
2024
2023
Provi51on ag4inst amourrts athnnced to subsidiary
3111
10.268
Full prtswsion had prwiouslybeen madea8ainstamountsadvanced bythecharityto its tradingsubsidiary. Uf*5tyle
50 Plus. The subsidiary ceased to tr>Je ￿th ¢ffed from 31 March 2023. with its activ(tles taken subsequent
taken on by the chartty. A net balan￿ of £1.311 has been re¢ognis¢ ¢n the transfer of 355ets and Irabilitles,
which ha5 been 5etaKainst thp prty*ision.
Direct
Costs Isee
note 101
Support
costs Isee
r•oie 111
Totals
se￿ and suppwt for older peoe
42UZ3
163J(
585.123
INRECTCOSTSOF CHARITAeiE AcnviT*S
2023
stsff costs
Other staff & volunteer costs
Other dirert costs
Food and catering costs
3SS.212
Isms
16AO4
34.572
365,295
14,910
40.186
4Z12
420,391
SUPPORT COSTS
Supwrt
costs
Seryices and supp(rt for older pecvle
163.900
contlnued...

AGE UK NORTh YORKSHIRE & DARLTr4GTOII
NOTES TO THE F114ANCIAL STATEMENTS-
FOR THE YEAR ENDED 31 MARCH 2024
IL
SUPPORT COSTS- continued
Support costs, Included In the4b0￿ are as foll￿￿.
20Z4
2023
Servbces
and
supp¢)rt
for older
people
Totol
a(tivities
Premises costs
Insufance
Genefal office
Communications and If
GovÈrnantÈ
Advertislng
Consylt3nry, professional & Iraini
Finance costs
Depreclatlon of t3￿11ble and heritage assets
47,261
8.362
10.115
9J64
45.961
483
14124
19.714
5,261
6.251
S8,633
L581
Is
10.159
74
1.812
163.900
179.080
12.
NET INCLXIVIEXPENDITUIEI
Net incomel{expenditurel is stated after charg1￿{Uedrt•Trl>:
2024
2023
Oepreciation- 0￿ed a55ets
Fees payable for the preparation and independent examlnatlon olthe
finan¢ial statements
I3￿13
15,071
5,160
TRiISTEES' REMUNERATIOPI AND 8ENEFIT5
There were no t￿Slee5. remunerationor other benefits forthe year ended 31 March 2024 nor forthe year ended
31 March 2023.
Trustees, expenses
The￿We￿ no trustees. ¢¥penses paKI fortheyear ended 31 M)rth 2024 norfortheyear ended 31 March 2023.
.21-
continued...

AGE UK NORTH YORKSHIRE & DARUNGTON
P40TES TO THE FIPIANCi4LSTAIEMÉNTS.wnl*MKd
FOR THE YEAR E•AOE0 31 MAIICH 2024
14. sfAFF COSTS
2023
Wa8és and salar5es
Social securlty costs
Other penslon costs
326J46
23.436
5530
339.763
20,593
4.939
855212
365.295
The a¥era8e rn0nth￿ number of •nployees during the ywwas as folkvws:
2023
19
Charlty empknyees
19
No empltytes ret•ived emoluments kn excess of EfA).IXrf).
The totsl remuneratlon of the key mana8ement persMnd of the tharlty In thè ￿ar. Inclusnrt of pension and
ernployer soaal setiwity costs and amounts pald to minè8ement on a sell•mpk*yed basls. was £95,226
{2023- £107.0761.
15.
Unre51ricted
fvnd5
Restrided
fvnds
Total
fvrtds
114COME Al4fl EIIDOWMENTS FROM
Donatic￿$ and le8aoes
119512
9,115
128.627
Charttabl• actl¥ltl•s
Services and support forolderpe4)le
255.354
21Y).745
456.
Other tradin8 activities
Investm￿t ir*ome
2.8rxJ
13,101
13.101
5￿.767
209.860
600.627
EXPENDITURE ON
Raisin8 funds
10.268
10.268
Ch•rltabk attl¥ltles
SeNlces and support for dderpeoFde
398,n6
21J),745
599.471
Total
2Crf),745
609.739
NET INCOMEIIEXPENoiniREI
Transfe￿ between fvnds
118.2271
9,IlS
9.115
9,1151
19,1121
Net mo¥Ém•nt In funds
19.1121
19.1121
REC(X4CIUATION OF FUNDS
Total funds brought forward
455.482
45S,482
-22-
contlnued...

AGE UK NORTH YORKSHIRE & DARLNGTON
NOTES TO THE FINANaAL STATEMENTS-
FOR THE YEAR ENDED 31 MARCH 2024
COMPAPATIVESFOR THE STATEMENT OF HNAIICIAi AcnvmES.contlnued
Llnre5trirted
funds
Restrlcted
funds
Toial
fund5
TOTAL FUNDS CARRIED FORWARD
446.370
446.370
Adjustment has been rnzde ccryaratives for Charitable arti¥ity inccrfne to redassify £S0,¢XQ received from
Darlin8ton Borou8h Counal under the Household Fund contract as unrestrlcted contrad 5ntome. rather than
resirlcted grant h)eome.
This adjust￿nt has no Impacton ihe overafi incoffle Tecognised. orthe dosing fund P￿lon.
16.
TANGIBLE FIXEDASSETS
Improvements
Long
leasehold
Plant and
machlnery
property
COST
At l April 2023
AdditIL￿s
484194
198.616
40302
7,618
At31 Marth 2024
19¢
IA8.616
47,9ZO
DEPREOATION
At l Aprll 2023
Chargè for year
89.797
3,857
35069
1225
IJS6
At31 Marth 2024
237.911
9a.654
36.294
NET BOOK VALUE
At31 Maith 2024
244.282
94.961
IL626
At31 Marth 2023
245,638
98.819
5,233
continued...

AGE UK MORTh YORKSIIRE & OARLWGrciy
IIOTES TO THE HNANCIAi STATEMEiffs.conth
FOR THEVEAR ENDED 31 MARCH 2014
IL TANGIBLE HXED AsseTS.fortkn*d
and
ffttSngs
Computèr
equlpment
Totals
COST
At l Aprm 2023
Additii)ns
70.ni
26514
808.397
7.618
At 31 Mar¢h 1024
70,771
26,514
816,015
OEPRECIATI(AN
At l April 2023
Charge foryear
17859
U92
417,290
13.813
At 31 March 1024
4U92
20,351
NETÉOOKVALUE
At 31 March 2024
27J79
4163
381,912
At 31 March 2023
32,362
9.055
391,107
17.
FIXED ASSET INVESTMEPItS
There were no Investment assets the UL
The Company's Investments at the balance shtet dètr In ￿ share Ca￿al of companies In￿de the following..
ute5￿ 50PIy5 Llmltod
Reglstered office.. Bradbury House. Beaumont Street West. Dadiw. Co thjrham. DLI 5SX
Naturè of business: Cater1￿ servkes
Class of share-.
Ordinary
l¥Jlding
2024
3V3n3
A88re8ate capitsl and resèrves
Loss for the year
167,5211
16,2911
festyle SOPIu5 Limited ceased to trade with effect fr(¥n 31 March 2024. with f($ artivities transfèrrèd to thè
charity. The £2 nomlnal va￿e of the investment has been f￿Y ¥rtitten off.
Inwstment asso¢lated ￿Mp*￿
Age UK North Yorkshlre & DarlinRton was one of fr¥e inlttsl guarantor members of CASEwork Serwice5 Communlty
Interest Company('CASEwryk'l. but ha5 ceased to be a memberwith effect from l April 2023.
-2
continued...

AGE UK NORTM YORKSHIRE & DARLWIGTON
NOTES TO THE FINANCIAL STATEMEIIts. ¢•rtrfN*l
FOR ThE YEAR ENDEO 31 MARCH 2024
STOCKS
2023
Stocks
Iws
19.
DEBTORS
2023
Amount5 falling due within one year:
Trade debtors
VAT
prep￿eTrts and accrued incorne
14M7
17,978
313.263
4.670
334.187
22.648
Amounts falli￿ due after morethan year:
Loan to CASEwork
3255
15,804
P4gregate amounts
337.442
38,4S2
Prepayments and attr￿ incom* incl￿1¢$ *aoi in¢ome recer¥able of £2WJ,¢xw)12023.. £Nill.
CREDITORS: AMOUNT5 FALLING DUE WtTHIN ONE YEAR
2023
Trade creditors
Soclal 5ecurfty and othertaxes
Other creditors
Accruals and deferred income
ION71
15.309
6.333
4.703
42.538
6.328
2>.904
45m7
68.883
Inccrfne from contratts and perforfflan￿ related 8¥ants is deferred when re¢ehed In advance of the delfjvery of
service or programrne. Induded in other creditor5 at the reporting date t5 £37,298 {2023.. £4.9501 of deferred
I￿OMe.
continued...

AGÉ LIK NORTH YORKSHIRE & DARUNGTOP4
t40TES TOThE FINANCIAL5TATEMENfs. c¢Nrt&
FQft THE YEAR ENDED 31 MARCH 2024
2L LEASII4G AGREEMENTS
Minlmum lèasè payments under nOn￿¢an¢￿I8b1e operatinB lthises fall due as follow5..
2023
vrithin one year
etween one and five yexs
21250
25,(XIO
21.250
46,250
MOVEMENT Y4 FiVIDS
Net
mI￿rnent
in funds
Transfers
btheen
funds
At
31.3.24
At 1.4.23
Unrestrltted lunds
General fvnd
Fi¥ed asset fund
55363
39L107
4197
(6,1971
384910
446370
733.329
Restrfrted fwds
Kitchen Refurbi$￿t
TOTAL RINDS
307JYJ
753,929
Net movement in funds. ￿uded in the abovè are as fdlm:
Inconwn8
urces
Resources
expended
Movèment
Sn funds
Unrtstrlttod fvnds
General hjnd
769.992
1483m3)
286,959
Resirlcted lunds
Wzrm Horne5
Other restricted funding
Dementia Support Projert
Digital Champlons
Veterans Foundation
KStchen Refurbishment
AUK fvnding- review
Supportin8 Older People- Harrogate
16.IA15
18.775
3.720
(141x151
P8,7751
13.7201
S.779
.500
15,7791
500
10.5001
12L379
IiKI.779
TOTAL FUNDS
891371
307.559
continued...

AGE UK NORTH YORKSHIRE & DARL￿GroN
NOTESTO THE FINANCIAL STATEMENTS- contlmed
FOR THE YEAR ENOED 31 MARCH 2024
MOVEMEMT IN FUNDS- contlnued
Net
Transfers
At
31.3.23
At 1.4.22
In funds
funds
Unr•strlrt•d funds
General fund
Fixed asset fund
S8.419
397.063
118.2271
15.on
15,9561
55,263
391.107
455.482
118.2271
9.115
446.370
R•strlrt•d fvb
Living Well Inttlatfve
9.115
19.1151
TOTAL FUMDS
45S,482
9.1121
446,370
Conyaratlve net Moby￿nt In lunds. included in theabove are as f0kn￿..
Incoming
resources
RÈsource5
expended
Movement
in fund5
iknwestrfrtedfvn
General fund
390.767
{408.9941
118.227}
Restrlrted lunds
Arqiva
Warm HO￿*5
Positt+de Neighbourhood
Other restricted fundi
Cummlns Foundatlon
Dementia Support Proiert
Digital Champlons
Maintenance Co8nitive Stimulation
Therapy
Smart Energy
TE&WV Resilience Fund
Veteran5 F￿ndatIOn
Livin8 Well IDltiative
16,667
17.927
8333
34.159
10.199
14,880
116.6671
117,9271
18.3331
134.1591
110,1991
114.8801
136.(xYJI
11.655
26.825
8.750
15.350
9.115
111.6551
126,8251
18,7501
115,3501
9,115
209.860
12LKI.745}
9,115
TOTAL FU14DS
6Th1.627
1609.7391
19,1121
Des¢rfpllon of fi￿d￿
The de518nated ffixed a55et fvnd ha5 been sei up to a￿15t in identifywi8 those funds that are not funds and
represent the nel ljook value of tanglble assets purchased from funds desigrtated for that the purpose. The
transler repre$￿tS the movement in additions and thsp053ls and depreciation Cha￿ed on fixed assets In the
pet((￿.
-27-
contlnued...

AGE UK NORTh YORKSHIRE & DAALW4GT(XI
t40TESTOThE FINANCIAL STATEMEPItS.
FOR THE YEAR ENDED 31 MAAOI 2024
MOVEMENT IN Fuf4DS. conllnuod
Aestrictsd fundln8 has been receNed arxl is carried fonAfard fort￿ rthrbishment of the Bradbury House kitchens.
Thi5 proiert 15 expected to be completed in the next fThncial year.
Restrlrted 8rant fvndin8 ha5 been re￿Ived by the tharrty to 5upm the delivery of tts care and InformatlM and
advite services. All such Inwme re¢ogrMsed inthe period has been lulty expended.
2>.
RELATED PARfY DISCLOSURES
Ufestyle 50Plffj Llmhed
Llfestyk 50Mus Umbted Is a owned 5ubsKliary ofthe ¢h•rity.
Lifestyle50 Wus ceased to irade with effÈtt from 31 March 2023, wlth Sts Ktlv6tles taken on by the charity.
Full provision had made in the previous yearaccounts forzmounts due to the the tharity from the subsldlary.
credit of £1.311 has been reeognised in the cwrent Year a8ainst this in respect of the net asset5 and liabl1￿leS
transferred.
¢ASÉw•rk SeThl¢•s C¢NYdwJn#y Inl•r•stConwwi
CASEwork was an a550ciated company of the charity in the prior year. Aebecra Tankard {trustee of the ¢harltyl
and Helen Hunter ICEOI were also members of the CASEwth board of directW5.
The charlty has ended its meM￿lShiP of CASETNAIrfK With effect from l Aprll 2023.
An ￿ltI)I advance of ÉIS,Cth had been made to CASEwovk to provide workirq capitsl, with interest at 2% above
base rate recoenised on thelo•b. £12.5CQ¢f ¢apital. plusactrued interest.was repa+d in the year. wtth a balance
f £3.255 cattled forward and InCI￿le￿ as a debtor fallin8 due after more than one year.
£Nil12023: £23.218J was paid to CASEwork in the yearln respect of outscAMced fin•t)dal 5UPPOrt se1￿CeS.
COMPAHY UMITEO BYGUAftA14TEE
The company has no share cawtsl. The liability of eath memberts limited to a sum not exceed1￿ £1.

AGE UK NORTH YORKSHIAE & DARLW46foN
DETAILED STATEMENT OF FINANCIAL AcnvrnES
FOR THE YEAR EI4DEO 31 MARCH 2024
2024
2023
INCOME AND ENOOWMENTS
Don•tlons •nd l•yd•s
Donations
Gift aid
Legacles
Grants
29J91
594
19.493
109,134
38.600
a49.115
128.627
Othertradlni actl¥4tl•%
Fundraising events
Cafe and catering sales
Investrnert Incom•
Charge to trading subsi¢lary
Other interest
12.457
13.101
Charftable artlvhles
Fees for services
Other incorne
Mèals at Home
Grants and servoce c¢)ntrads
147A33
118.497
118
60A63
286,930
337,484
494.826
456.099
Othèr In¢on*
Recharge utlity Costs
Tolal IbKomkni r•sourt
891.371
600.627
EXPENDITURE
Othertradlng activltles
Provision against amounts athlanced to
subsldlary
(iJii}
10.268
CharIta￿e 4rtl¥ltles
Wages and sala￿5
Employer's Nl
Carried fup*ard
6.246
23,436
a49.682
339,763
20.593
360,356
This page does not forni part of the statut(wyfinancial statements
.2

AGE UK NORTH YORKSH￿ & DARLNGTOII
DETAIiED STATEMEP4TOF FINANCIAiAcnvmES
FOA YEAR ENDED 31 MARCH 2024
2024
2023
Charl¢a￿e 4dl¥ltles
Brvught fornard
Pension costs
Other staff & YO￿nteer costs
Othèr dirert costs
Food and caterin8 Costs
360.356
4,939
14,910
40.186
5.530
15,035
16.404
34572
42122>
420,391
Syppvrt CQ51S
Support C051S
Premisès costs
Insurance
General offlce
Q>rnmunication5 and IT
Governance
Advertising
Consukanty, professional & training
Flnance costs
Depreciation of tangible and ￿T￿ta￿e assets
47261
8,362
10.115
9.264
45.961
8,483
18,124
19.714
5.261
6.251
58,633
1.581
15,072
10,159
$6.474
1,812
I3￿13
179,080
Totsl re5Durce5 expended
StsA12
609,739
Net Inrgmel(wwdltuMI
307.559
19.1121
This page does not form part of the statutwy financial statements