2023-03-31-accounts

WELCOME 11) ,Community ,C.entre & Cafe The Queen's Award for Voluntary Servlce TheMBEforvolunreer OPAL IOLDER PEOPLE'S ,ACTION IN THE LOCALITY Reducing isolation and improving the quality OF life For older people Annual Report 1st April 2022 - 31st March 2023

Contents Welcome to OPAL From the CEO Chairrnan's report Meet some of our OPAL membersl Map of what we do 10-11 Health and Information 12 Warm and Well 13 Intergenerational 14 Tackling Loneliness and Isolation OPAL Support 15 16 OPAL Support Continued 17 Improving Physical Health Partnerships and Support frorn Other Agencies Welcome In Café 18 19 20 Community 21 20th Birthday party 22 Our Wonderful Volunteers 23 Monitoring and Evaluation Treasurers Report 24-25 26-27 Our Members - Some Statistics 28 Contact Information 29 Thank You 30

Welcome to OPAL From our CEO Ailsa Rhodes MBE Il's been lovely to see increased numbers OF OPAL members Feeling more confident to join in social activities and wanting to rebuild their lives aFter 2 years DF lock downs. The living crisis has however, impacted many OPAL members and in response to this, we have done our best to ensure that the cost OF activities has remained as low as possible. We also introduced the Warm Space on Mondays where people could enjoy a warm welcome playing board games and a cuppa and snack. We distributed food parcels and ASDA vouchers to people who were struggling wilh the cost of living. OPAL is a delivery partner For the Enhance Project which means we have been able to offer extra support to people recently discharged From hospital. Over the festive period Ralph Thoresby school delivered their fabulous annual Christmas Banquet which was enjoyed by 120 OPAL members. OPAL staFF and a great team OF volunteers cooked and served a Christmas dinner on Christmas Eve For people who would otherwise be on their own over Christmas and hampers were delivered to our Dldest Tnembers. We have continued lo develop the Welcome In Community Centre as the Community Anchor For Leeds16. Our Community Fun Day in September and Christmas Fayre have become annual events which nol only raise money For OPAL but are also great Fun for everyone attending. There are many services and activities now accessed within the Welcome In which helps make LS16 a stronger, more connected community. OPAL prides itself on being a catalyst For community engagement. We have developed Welcome In into a space where Friendships are Forged, ideas are shared, and creativity Flourishes. Whether you're looking For a tasty, aFFordable meal, to join a walking group, access support or simply connect with your neighbours, Welcome In Community Centre opens its doors with open arms, fostering a true sense of community spiril. As my final word, I would like to thank everyone at OPAL and to our many partners For the nomination and support of my MBE. l am honoured to receive the award and honoured lo work at OPAL where so many great people work so hard For the benefit of others.

Chairman's Report From the Chair of Trustees, Martin Sellens I can report on another eventful and busy year in the liFe of OPAL as we continue to support older people in the Leeds 16 area and reduce loneliness and isolation. There 15 also that growing sense of community in our local area and OPAL plays a key role in being a hub and meeting point for the local community OF all age ranges. As we have sought to increase our income base the caFé, our Front door open to all, has got busier, particularly around lunchtimes. We have also seen an increase in the rental of roorns within the building and income from activities that take place either within or from the building. We receive much positive Feedback about the Ihings we do which is testament to the valuable work that is being carried out day by day over the course OF a year. We have also grown partnerships with other organisations in the past year to provide additional services. Our reputation as a successful Neighbourhood Network Scheme in the City is widely held and we must continue to work hard and develop to retain that reputation. Can l on behalf of OPAL thank all the staff and volunteers who are involved in providing and assisting in all OF our activities, inside and outside the building - we could not do it without you and your contribution is deeply appreciated by so many. As a Management Committee we have sought over the past year to be supportive OF our staFf recognising that many have experienced difficulty through ill health or family situations which has led lo enForced absences affecting our activities - thank you For bearing with us through what has been a trying lime for many. During the challenges we have given 7 staFF members permanent contracts to reduce uncertainty over their Futures with us. We also gave Flat rate bonuses to our staFF at the start of January 2023 in recognition OF the cost-of-living crisis. The only staff change in the year was that Mandy Moran leFI us in September 2022 having secured a permanent full-time role elsewhere - we have missed her bul wish her well in her new job and thank her for her contribution to OPAL in the time she was with us. We celebrated our 20th Birthday at a special community event on 1st July and at about that time Ailsa received notification that she had been awarded an MBE in the Queens's Jubilee Honours List. She received her award at the Palace in February this year From Prince William in what was a memorable occasion. Ailsa has also during the year, with the support of the Management Committee, become a Trustee OF the St George Martin Trust.

Chairman's Report Continued We continue to apply For Core funding from the Council as well as funding for our Enhance and ABCD projects to pay the wages OF our staFF. l am pleased lo report Ihat those Funds are secure For another year with possible extensions For some into 2025. They are not totally reliable however as some projects are time limited so we are constantly reviewing these matters. The SWIFT project, For example, ended in 2022123. As with many other charities the Financial outlook remains uncertain and often Funding is short-term, meaning we are constantly looking to apply for grants to support and develop our activities. During this year we have done less work on the building but continue to try and keep il looking attractive and vibrant. We have upgraded the dishwasher in the kitchen and are in the process of improving and modernising the signage around the building and the attractiveness OF the grounds. Our thanks go to all the volunteers who have helped on gardening days and particularly to Pauline and Marlin Drury who have taken a leading and active part in improving the planting around the building. I would love to tell you that we now have a new 50 year lease OF the building and grounds from the Council but alas progress is painfully slow. Whilst heads of terms of the lease have been largely agreed we still do not have the final documenl and so we have recently raised it through oFFicial political channels in the Council to try and get il over the line. Finally I must Ihank those people who give of their lime lo sit on The Management Committee OF OPAL. We are all volunteers who seek to bring our various skills to help OPAL through the year. We meet every 6 weeks and receive reports, review policies, discuss issues and the finances and oversee the operation of the Charity. There were no changes to The Management Committee in 2022123. There is always an opportunity for volunteers and members to feed their comments or raise any issues directly with the Committee IF you want to do so - it is always helpFul to receive Feedback.

,Meet some OF our ,,/ OPAL members!

Information Memory Support Digital Support Hearing Aid clinics￿ Carers S Support ￿TranSpOrt H Assisted Shopping Trip Bereavement Sup Home Visits Welfare Calls Health Hubs Emolional Support Form Filling Enhance Referrals Encouraging Socialisation Food Support Improved Health and Well-Being Self Management Member Special St Pay as You Feel Meal Café Food Waste Interception (Fair Share) Christmas Eve Meal io

OPAL Trips Craft Group pport Men's Trips Friday Social Ip OPAL Activities Exercise Classes Dance On orl Chair Based Exercise Gentle Exercise Tai Chi Games Morning unch Clubs Christmas Banquet Intergenerational Active Orbit ABCD Well-Being Walks Councillor Surgeries Sparks Fund om Hire uth Groups diatry ney Buddies Community Connections eeds 2023 Hosts ength and Balance PACT Meetings Welcome In arm Space ommunity Day School Holiday ctivi ties Coat Donations hristmas Fair li

Health and InFormation OPAL stafF and volunteers recognise the value OF friendship. As friends, we notice the little things such as changes in behaviour or health and we will support people to get help when they need it. IF OPAL'S SWIFt project supported people who need regular and consistent encouragement to help them overcome social anxiety and other mentallphysical health problems. This project meant we could provide more intensive support to older people with complex health and social care needs. The SWIFt project came to an end at the beginning OF April 2022. The Enhance project started in May 2023. Enhance The Enhance project is very similar to the SWIFt project, however, with an emphasis on support after a hospital discharge, and preventing hospital admission. We do emergency shopping, home visits so we can advocate/give moral support. and can accompany individuals to appointments. If appropriate, we will contact a social workei/GP/other health proFessional lo ensure that OPAL members are saFe and well. Health Hubs As part OF the Enhance project, we have recently started running twice-weekly health hubs. One health hub is by appoinlmenl only (arranged through the neighbourhood team}, and focuses primarily on wound care. The other heallh hub is available For drop in advice, or by appointment For treatment. aring Clinic In partnership with Leeds Hearing and Sight Loss Service, OPAL host a hearing aid clinic once a quarter. This is a chance For mernbers, and non-membeTS, to come to OPAL and get their NHS hearing aid tubes and batteries changed For Flee. They are drop-in sessions and have proven to be very popular. The information side of OPAL is available lo all older people and they can contact us via OPAL'S Drop In office, by phone or by email. We help people renew bus passes, apply for blue badges, give information about home help. trades people, beneFits and much, much more. Inforrnation is also shared via our bimonthly newsletter which is available on CD. USB, cassette or in large print, and we also invile speakerslproFessionals to some OF our groups to keep OPAL members inFormed. OPAL continues to makelreceive reFerrals to/From carers, Family Members and other agencies to ensure OPAL members receive all the support available to them. 12

Warm and Well Winter Wellbeing Each year we do as much as we can to ensure our members stay warm and well whether that's loaning heaters, doing ernergency food shopping, AJg1411 wellbeing visits or phone calls. This year we also ran a project which involved opening the community caffé an extra day for older people and the wider community so Ihey could access hot snacks such as toast, bagels and ciumpets, hot drinks and inFormation about keeping warm and well, all while playing a variety of board games. This project helped us reach new members and helped reduce loneliness and isolation. ri tm On Saturday 24th December we opened our doors for a Festive Christmas Eve meal For our members who didn't have any Christmas plans, and who were going to be alone over the festive period. It was such a lovely day, and those who carne Ihoroughly enjoyed it. Our members had a three course Christmas dinner, and they also had musical entertainment from staFF and volunteers. Each member also got a small giFt to take home with them. Holbeck Together provided minibus Iransport For free on this day which was very much appreciated. t r Coat Ap_p We partnered with Zero Waste Leeds over the winter period to collect and donate coats, hats, gloves and scarves to those who needed them. With the help of OPAL members and members OF the local community we were able to collect over 300 coats! These coats were then in our enlrance way For people to take for Free IF they needed them, with some of them distributed around Leeds. Household Support Fund Wintei can be a tricky time For lots OF people. Ga5 and electric bills are more expensive which can mean that some people struggle with Food bills. Over the winter period, OPAL partnered with Leeds Anchor Network to distribute Food vouchers under the Household Support Scheme to those in need. This project was a success and we will be continuing it in the Future. ristm Every year at OPAL we create over 80 Christmas hampers to deliver to our oldest and most vulnerable members. We have a team OF amazing volunteers who help us pack and deliver these winter treats. and we team up with a local supermarket who gives us a discount on the goodies.

Intergenerational One of the areas that gives OPAL staFf the most pleasure is to witness the interaction OF our InteTgenerational projects. They are always enjoyed immensely by OPAL members and the positive effect is there for both young and old. The Annual Christmas Banquet organised by Ralph Thoresby High School For 120 OPAL members was a phenomenal success and was well received. Another project we ran was a warm meal and craFt activity every Wednesday afternoon all For Free. This event happened through the winter months, and as it was a late afternoon/early evening activity, it meant parents and children were able to call in on their way home from school. We have had students From local high schools, and Leeds City College, come on work placement with us. The students were involved in group activities, helping with the administration, helping during lunch clubs and in the caFé. Two students from Leeds Becketts University undertook their social work placement with us here at OPAL. This placement is a requirement of their course to work in industry and both placements have been a succe5S to OPAL and to both these as individuals. This long term placement meant Ihat each student was able to develop their skills and experiences whilst enabling extra support to OPAL members. At Christmas we were treated to some Christmas carols sung by sludents From Ireland Wood Primary Schooll The school students walked here and performed For us, beFore heading to the café to get a snack beFore returning to school. They were lovely to watch and our rnembers thoroughly enjoyed itl p. 14

Tackling Loneliness and Isolation One of the rnain principles OF OPAL is giving our members the opportunity to make Friends and connect with this wonderful local community. We have seen first hand the detrimental efFect on the menlal health OF those who are lonely and isolated. The centre's activities and services are designed to stimulale and encourage social interaction. We send Birthday Cards to all our members and our oldest members are given Christmas Hampers which ale always appreciated. We have 77 OPAL members aged 90+ years. OPAL organises and provides 20 plus regular social activities. These activities promote and encourage our members to socialise and make Friends. The centre's openness and proactive support makes it as eFFortle55 as possible For our members to join in. We make rerninder phone calls and during Ihis process we will encourage and support our members to participate. Wherever possible we provide transport, including wheelchair accessible transport, and we provide volunteer assistance for those who require it. ere is a list OF our regular OPAL ctivitie Welcome In café Monday, Wednesday and Friday Lunch clubs Carers and cared-for support group Bereavement support group Memory support group Volunteer assisted shopping trips Day trip5 Games mornings Men's group trips Crafl group Friday Social Exercise classes: Tai Chi, Dance On, gentle exercise, chair based exercise, yoga We simply wouldn't be able lo provide all that we do without our magniFicent group of volunteers. The demographic OF volunteers is varied. The benefit OF these social activities doesn't just have a positive impact on our members, the impact can be seen with our volunteers also. The Volunteer infrastructure doesn't just get involved in the activities, we try and include those that have an interest into the management and strategy OF the centre. It is extremely useful to obtain feedback from all aspects OF the centre in order for accurate and relevant decisions to be made. Everything we all do is for the beneFit of older people in our community. Is

OPAL Support Memory Support 43 OPAL members have dementia and many more identify themselve5 as having memory problerns. All OPAL activities are accessible to people with memory challenges and Dementia. OPAL staff and 12 volunteers ale trained in Dementia Awareness. We use a number OF stiategies to encourage participation in our groups including prompting phone calls and liaising with Family and carers. We have our Memory Support Group speciFically for people with memory problems and their carers giving both information and friendship. This project is led by Sally-Anne who has a Post Graduale Diploma froTn Bradford University in Dementia Studies. She ensures the range OF relevant activities are tailored specifically to the group of individuals attending to best meet their needs. Carers Support We also have our Carers Group that runs fortnightly alternately to the Memory Support Group. This group is For carers and the people they care For. The carers are in one room and the cared-For in another. This provides a comfortable and safe space For carers to chat to people in similar situations, whilst knowing the person they care for is in the room next door joining in with a stimulating activity. Sally-Anne, Bev and Shelley are the slaFf members al this group, along with volunteers. Steve is our digital inclusion oFFicer. He runs our Digital Support Class on a Wednesday aFternoon. This class Follows a 12 week program where membeTS can learn the basics to enable them to use their iPad, tablet, phone or device in a way that suits them. Steve also runs a drop-in session on Friday aFternoons, and he also oFfers one-to-one digital support either at home or at the Welcorne In Community Centre. 16

OPAL Support Continued li OPAL a5 an organisation encourages and facilitates our members to leave their homes to socialise. We know only too well that some OF our members struggle to get out and about and so for these people we oFfer our Friendly Visiting Service. As OPAL Formulates relationships with our members, we use our knowledge to match individuals to a suitable volunteer and then the volunteer visits them on a regular basis. There is a waiting list for this service, and we are always recruiting new volunteers lo help us meet the dernand. For people who need it, we also ofFer a Telephone Link service oFfering regular telephone calls. During lockdowns we had 450+ older people matched to a phone buddy and we continue to hear of ongoing Friendships and ongoing phone contact as a legacy of this. OPAL stafF rnade 379 home visits to make assessments or give support. As part OF our standard process home visils are oFfered to every new member to discuss OPAL and what we can oFFer. and we can do an assessment to ascertain what our members, needs are. We also visit members who are going through a difficult tirne or are Feeling particularly isolated but don't yet have a befriender. Whether it is a power OF attorney or a beneFits application, we have trained stafF to assist or guide our members through the process of filling oul forms. In snowy and icy conditions, we will phone as many members as possible to check they are warm, have food in the house and that their heating is working ok. We loan heaters, help get tradespeople to fix heating, reFer to specialist agencies or just have a chat to those who are housebound and going stir crazy because they can't get out OF the house. Bereavement Support This year we started a Bereavement Café to support our members with a recent beTeavement. This is an inFoTmal group in a saFe and comfortable environment, with other members going through something similar. This group is led by Sally-Anne. and is fortnightly on a Friday morning. You can talk as much or as little as you like in this group, and those who come to it have said how much it has helped them. 17

Improving Physical Health °Exercise con also help improve o9e-reloted deterioration in physical and mentol conditions and studies of older adults who exercise, hove found that they have fewer chronic diseoses and feel better obout their own health. Active Ageing, Anchor Hanover Group Within the NHS guidelines it is positively encouraged as a matter of improving physical health. They state older adults should do some type OF physical activity every day. It can help to improve your health and reduce the risk of heart disease and stroke. aim to be physically active every day, even if it's just light activity do activities that improve strength, balance and Flexibility on at least 2 days a week reduce time spent sitting or lying down, and break up long periods of not moving with some activity We accept that theie are different levels of fitness and health limitations. Heie at OPAL we know our instructors have many years experience and will work with our members, limitations to improve physical health. We have over 100 OPAL members Ihat exercise with OPAL on a weekly basis. Our Exercise programme includes". Tai Chi: designed to improve balance and inner strength Chair Exercise: impiove5 participants, strength and balance Gentle Exercise: lrnproves parlicipanls, aerobic Filness and core strenglh Table Tennis: not only improves general Fitness but impioves spatial awareness and hand eye coordination In partnership with Yorkshire Dance: Dance On: improve5 general Fitness, timing and is great for falls prevention The Alzheimer's Society. Of all the liFestyle changes that have been studied, taking regular physical exercise appears to be one of the best things that you can do to reduce your risk OF getling dementia. OPAL has a therapy room that allows the centre to deliver therapeutic services such as massage. Lyndsey volunteers her time and services once a week on a Monday morning, offering massages to our members For only £10 per session. 18

Partnerships and Support From other Agencies Here at OPAL we believe Ihat by sharing and receiving knowledge, experience and skills we help not only our members, bul the Leeds community as a whole. We believe there is real strength in WOTking collaboratively and we take every opportunity available to us to work with other agencies and groups. This same philosophy extends lo Ihe groups we run, as members will gain knowledge, experience and skills working together. The Welcorne In Café is used by seveial groups such as the WOW group and Knit and Natter group. OPAL host5 and support5 the local Police and Communities Together (PACT) meetings at Welcome In. We hosted multiple kids, summer holiday activities in the centre, with kids eating Free in the café with a paying adult. Local Councillors deliver their monthly Surgery Frorn Welcome In. Youth Services deliver two weekly Youth Groups from the Centre. Dance On Yorkshire Dance deliver fun dance sessions which improve balance, memory and coordination. The Wednesday Lunch Club love having their lunch at High Farm Pub who also organi5e live music and entertainment as part OF the aFternoon. Ecoclean, Home Instead Ltd, Bellwether Yarns and West Yorkshire Police are our anchor tenants at Welcome In. Westward Care pay For the design and printing costs OF our newsletter. They introduced us to Tom, Dick and Harry Studio who design our Newsletter as well as our Welcome In logo and signs. OPAL members benefit greally from the partnerships we have with many Heallh and Social Care agencies such as Linking Leeds. Social Prescribing Service, Community Care Coordinators, Woodsley and Holt Park Local Care Partnership. Primary Care Network and Adult Social Care. Our work in the community is enhanced through partnerships with local churches. schools and local businesses. We have a pay as you Feel meal in the caFe For those who may be struggling. We worked with Zero Waste Leeds to collect and distribute winter coats to those in need. 19

Welcome In CaFé Our community café has gone From strength to strength this last year. The space is vibrant and cosy, and the food is delicious. We host a variety of groups, including the WOW group, Knit and Natter, and our Craft Group when Ihey aren't busy in the Healher Rooml We have had a number OF birthdays in the caFé too, including our own! It was the Welcome In Community Centre Café's first birthday! It is always lovely when people choose our space For special celebrations. It really is a space For everyone. The WOW Group meet once a week in the café, where they sit together for a chat, and support each other. Once a month they hire the Heather Room for a mindful activity they do together. This group was set up by Mandy, a social prescriber, and now runs wilh the supporl and advice of OPAL. Our local PCSO'S use the café as a contact point evely Thursday morning, 10am-11 am. Members OF the public can drop-in to chat to them about any issues they may have. An independent knitting group called Knit and Natter use our café space once a month to meet up and knit together with friends over a cuppa. OPAL has also been host to the Leeds 2023 Neighbourhood Hosts For the Weetwood Ward and also the Adel and Wharfedale Ward. They have used our caFé to work and have meetings. Our caFé makes a delicious meal every week to have as our OPAL Special. This homecooked meal costs £5.50 For OPAL members, and is popular with rnany OF our members. During the summer and halF term holidays, kids eat free in the café with a paying adult. We also have a Pay as You're Able meal everyday the caFé is open. This is a nourishing and delicious homecooked meal, which costs as much as you are able to pay. Throughout the Easter holidays and the summer holidays we had kids, activities at the Welcome In. These included AFrican Drumming Workshops, Crafts and Family Board Games,

Community. Community is very important to us here at OPAL and Ihe Welcome In Community Centre. Each year we hosl a community day for people of all ages. with a BBQ. games, raffle, tornbola. and live entertainment. So far we have been lucky and had nice weather during the event! It is always lovely to see so many members OF our community all coming together. In October we celebrated kindness week. Our craft group got together and made pompom bees! These pompom bees were then dislributed throughout Ihe communily, hung on trees, placed on benches, hidden in bus stops, with a kind message for anybody to take. We also had them hung on a tree in the Heather Room For people to take IF they wanted one. It was a nice way for our craft group to spread a little bit of kindness We also have a Christmas Fayre each year at the beginning of December. We have a raFfle and tombola to raise money for OPAL. We also have independent stalls so you can get some Christmas shopping done, and live enterlainrnenl From a brass bandl Santa always comes to visit OPAL during our Christmas Fayre. along with his trusty elf friendl In July we h05ted the Ukrainian Welcome Event organised by Alex Sobel MP and the Weetwood Ward Councillors. There was such a lovely atmosphere with lots OF chat, Ukrainian egg painting, Fun aclivities. and advice and information. Jubilee In May 2022 we celebrated the Queen's Platinum Jubilee. We had a busy lunch club, afternoon tea, show and tell, and a performance From Serendipity, all while dressed in red, white and bluel It was a wonderful day full OF celebrations, have a look at the photos to see for yourself! 21

20th Birthday Party. On 1st July 2022 we had a birthday party to celebrate OPAL turning 20 years oldl OPAL was established in 2003, where we became a Neighbourhood Network For the Leeds 16 area. Leeds is the only city in the UK who has a charity network For older people (Neighbourhood Network) covering every waid. We used to be based at the back OF Asda, Holt Park where we had a srnall oFfice. We then moved into the Welcome In Community Centre in 2015, where we renovated the whole building into what it looks like loday. Here are some photogiaphs From the 20th birthday party. We had a BBQ, live entertainment, and the Deputy Lord Lieutenant OF West Yorkshire cut the birthday cake For us, alongside Martin Sellens, OPAL'S chair of truslees. T.Pi PA fYTfj 22

Our Wonderful Volunteers OPAL Volunteers are essential to OPAL'S ability to provide our First rate seivice supporting older people in the community. We are extremely Fortunate to have our volunteers involved in all aspects OF OPAL liFe. All OF our volunteers know that we have an 'open door policy, and IF they need to speak to us we will make ourselves available. We really appreciate everything our volunteers do for us in the community and we will give supervision and training where necessary. We host at least Iwo Volunleer Appreciation events a year as a way of saying Thank You For all their help and hard work. Volunteer Roles include: Representation at the Committee Meetings Administration Cooking Serving meals Friendly visits Phone calls Helping with social groups Pushing wheelchairs Newsletter collation and delivery Providing transport Gardening Massage Bookkeeping Posting newsletters Delivering birthday cards and Christmas hampers Providing information Fundraising fhink 4UI We are also lucky enough to have many students with us on placement or work experience, From those who are with us for a week or two. to those with us For three or Four months. They help the OPAL staFF in the oFFices, and get to know our members at our activities. 23

Monitoring and Evaluation Feedback is invaluable and so in order to ensure Ihal we continue to develop our services in a way that meets the needs OF OPAL members, we consult with our rnernbers and monitor and evaluate our services by:_ Asking For verbal and written feedback after our activi lies. OPAL members are represented on our Management Committee by several volunteers. Feedback and suggestions From these groups are obtained during the regular volunteer meetings and Management Commiltee meelings. Sending an annual questionnaire to each of our rnembers. We are also very welcome to any verbal feedback. Annual Questionnaire April 2023 We had a response rate of 12°A which gives us inFormation and feedback From our users to help us evaluate our services & plan For the Future. There were a lol of ideas & comments & all will be looked at and considered. What are the reasons for you being a member OF OPAL? To meet people - 69% For the exercise classes - 37% For the social activities - 51% For the cooked meals (lunch club) - 31% For emotional support - 34% For access to information - 56% To get help with transport - 23% If I need support in the future - 56% To support OPAL- 71% What difference has OPAL made to you and your life? I have more friends - 52% l arn less lonely - 37% l exercise more - 41% l eat more healthily 31% I have access to information when I need it - 65% I have someone I can contact IF I need to - 59% I feel supported 48% I feel more connected to my community - 37% No difference - 7% What do you like most about OPAL? An ASSET lo everyone in need and an ASSET lo our area. A brilliant organisation within the community and beyond. Excellent building and facilities. café, wide variety of activities. So many diFFerent people and groups involved. great staff. I love it. The kindness and friendship From staFF, volunteers, and fellow members. There is always a warm welcome. People and friendships. I have watched it grow from a few people to a herd OF workers. Welcome In. says it all. what more could we ask For? A HAPPY PLACE. That it is a help in the community - providing help and companionship For older people. OPAL does so much and goes that extra mile to help and offer support. There are lots of things happening for everyone. It's fantastic! J•yi 24

Monitoring and Evaluation What do you think OPAL should do diFFerently7 It would be helpFul to have a men's exercise class on a Monday morning. We have two exercise classe5 on a Wednesdoy morning, ond one on o Thursday ofternoon. OPAL ho5 continued to evolve and move with time. I'M sure it will commit in the same vein in the future. Open the caFé 5 days a week, then on a Saturday too. We would love to open the cofe 5 days a week. however ot the moment funding doesn't allow this. Hope[ully we can work toward5 this in the futurel Easier access to the Welcome In - how is a person able to get there? Most of our activities provide tronsport. We ore also on the number 6 bus route. Maybe a film show occasionally could be a nice entertainment. We showed films for a while lost yeor, but unfortunotely they weren't popular enough to Sustain the running of them. Everything I have experienced so Far is very good. Mobile hairdresser would be a good idea at the OPAL meeting. We have a list of trodes people who are in the local areo, this includes mobile hairdressers, please speak to o member of stoff if you would like o copy. Do you rely on public transport or taxis to get out? 50% OF those who answered our questionnaire said Ehey rely on public transport or taxis. Do you Find taxis and public transport reliable and accessible? Most people who answered our questionnaire said they don't find public transport or taxis reliable, with some OF the comments including.. "They have no respect For the timetable". "Buses are a bit hit or miss, aFraid services will deleriorate overtime" and 'Taxis don't help me from house to car" Some positive comments included: 'taxis are so Far fine. and "doe5 seem accessible and reliable so far" If OPAL had a wheelchair accessible car and driver available For hire, would you use it? There could by instances when it could be useful. Yes. I could then join in with daily activities. It would be nice to have this. Oeafness and social anxiety of travelling alone. Think it's a great idea. We use the feedback From OPAL members and volunteers to shape our plans For the future. We recognise accessi ble transport is a big issue and we are working hard to help Find a solution to this. Walch this space!

Treasurer's Report From Louise Tanner Our lotal income received Fell From £384, 028 in 2022 to £368,820 in 2023. This was mainly due to a Fall in grants and donations. Our two main sources OF grants are from Leeds City Council (Adull Social Care) and Leeds Older People Forum (Enhance) and logelher represent just over 3510 of our total income. However, both these organisations are under ever increasing budgetary pressures. The Adult Social Care grant was reduced by 10Yo in 2021 and has remained at the Same reduced level since. We do now have a confirmed two-year extension until September 2025. The Enhance grant has increased by £2,290, an increase OF 4.6%. This is against a background of increased expenditure over the previous year. Our expenditure increased from £365,465 to £421,498, an increase of approximately 15Y,. This was mainly due lo an increase in salaries (our largest item of expenditure) and following the end of Covid restrictions, an increase in events and activities. We are Fortunate that we have surplus Funds from previous years. However, these are now being utilised. This means that it is vital that we seek to increase our other income streams such as room hire and donations as much as possible. Donations and membership fees can be increased by 25% if we are able to claim gift aid on this income. IF you pay lax, please sign a giFt aid Form if you have not done so already. They can be obtained from the OPAL Drop In OFfice. Please also consider adding a donation to your membership Fee if you Feel able to do so. The netloss for the year was £52,678, including a net loss OF £24,806 on unrestricted Funds and a net loss OF £27,872 on restricted Funds after transfers. This loss was anticipated in our cash Flows and budgets. Our free reserves remain within the range OF Four and seven months OF the resources expended in the operation of the charity. At this level, the Trustees Feel Ihal they would be able to honour their commitments to staFF and creditors. 26

Treasurer's Report Continued The Trustees have prepared a budget and cashflow For the next two years which shows a Further expected loss. For year 2023/24 we still expect lo remain within the range OF four and seven months OF resources expended however year 24/25, without additional Funds secured, will be very Financially challenging. For our long term security, we really need to maximise income through alternative income streams as much as possible. In this respect, we are Fortunate in having our own building which gives the possibility and flexibility lo enable this to happen. We have minimised costs wherever possible and are taking action to maximise income through as many income streams as possible. We are very Fortunate to have support from Leeds City Council, Public Health, Charitable Trusts and our many other funders. We are oplimislic that our partnerships will continue and the impact OF OPAL and the Welcome In Community Centre will continue to grow. As always, we are extremely grateFul to those people and businesses that support us Financially no matter how big or small the donation is. 27

OPAL Members - Some Statistics 54 of our members are carers OPAL Members ￿)Y Gender 74% Mal@ ll FBma'l8 The average age of our members is 80 years old! Our oldest member is Elsie who turned 106 on 26th January 20221 MEMBERS WITH ADDITIONAL NEEDS We have 89 affiliate members 190 iio 86 65 14EARIN EARNING IFAPAIIRMENT DIFFICULTI ES MEN'TAL EALTH PH¥SICAL MEMORY VISWAL IMPAIRMENT PRO&LEMS IMPAIRMENT 28

OPAL kic ME If) Co,mm'unity Centre & Cafe OLDER PEOPLE'S ACTION IN THE LOCALITY The Committee: Martin Sellens, Chairman Louise Tanner, Treasurer Staff: Ailsa Rhodes CEO Sally-Anne Notley Deputy Manager Shelley Clark Project Worker Hattie Easton Project Worker Lisa Wilson Project Worker Mandy Moran Project Worker Bev Fletcher Wellbeing Coordinator Kate Taverner Wellbeing Coordinator Ellen Stoker Community Builder Nikki Sloper Café Manager Gail Place Café Worker Natalie Gloveli Café Worker Jennifer Kitching Café Worker Steve Hogg Digital Inclusion Elizabeth Locke Peter Ellis Chris Hindle Grace Clark Jennifer Ward Gary Hartley Howard Marshall John Sutcliffe Advisors to Comrnittee Cllr Barry Anderson Welcome In Community Centre 55 BedFord Drive LS16 6DJ 0113 2619103 [e-mail] www.opal-project.org.uk Twitter@OPALLeeds16 Facebook@OPALLeeds16 29

Our members, staff and volunteers V116 31

A special thank you to OPAL members, volunteers, friends, local businesses, schools, universities and groups who have supported us by giving their time, donations, raffFle prizes and discounts. We received a total amount OF £24,205 From donations and Fundraising which is a phenomenal amount OF money. A big thank you to everyone who contributed to this and l am sorry that we don't have the space to list all your names. Thank you also to our very generous funders. Without Financial support from Leeds City Council, Charitable Trusts and other grant-giving agencies, OPAL would not exist. Restricted Funds: Fund name BARCA To support people in need Co-op Local Community Fund Towards Lunch club costs Harrison and Potter Trust Christmas Activities Housing Advisory Panel WOW group Leeds City Council For OPAL'S work supporting older people Leeds City Council To deliver ABCD project Leeds Civic Trust Towards a community bench Leeds Community Foundation Towards lunch clubs Leeds Convalescent Society To extend assisted shopping provision Leeds Culture Trust For Leeds 2023 Leeds Older People's Forum SWIFT Leeds Older People's Forum To deliver the Enhance project Leeds Older People's Forum For warm spaces Local Care Partnership For warm spaces Voluntary Action Leeds HSF Supporting people in need Purpose of restriction In a bid to create a Financially secure future, OPAL works hard to generate its own income and to develop new income streams wherever possible. We are however, still very reliant on grants and donations. We are Forever grateful to those who support U5 and we endeavour to ensure that every penny is spenl wisely and in line with our aims and objectives. 32

Older People's Action in the Locality

Charity number 1131792

A company limited by guarantee number 06961204

Annual Report and Financial Statements

for the year ended 31 March 2023

Older People's Action in the Locality

Annual Report and Financial Statements

for the year ended 31 March 2023

Contents	Page
Trustees' report	2 to 5
Examiner's report	6
Statement of financial activities	7
Balance sheet	8
Notes to the accounts	9 to 15

Prepared by West Yorkshire Community Accountancy Service CIO

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Older People's Action in the Locality

Trustees' report for the year ended 31 March 2023

Reference and administrative details of the charity, its trustees and advisors

The trustees during the financial year and up to and including the date the report was approved were: Name Position Dates Martin Sellens Chair Louise Tanner Treasurer Howard Marshall Resigned July 2023 Peter Ellis Grace Clark Gary Hartley Christopher Hindle Elizabeth Locke Jennifer Ward John Sutcliffe Charity number 1131792 Registered in England and Wales Company number 06961204 Registered in England and Wales Registered and principal address Bankers Welcome In Community Centre Nat West Bank Cambridge and Counties Bank 55 Bedford Drive 491 Otley Road Charnwood Court Leeds Leeds 5B New Walk LS16 6DJ LS16 7YB Leicester LE1 6TE

Independent examiner

Simon Bostrom FCIE West Yorkshire Community Accountancy Service CIO Stringer House 34 Lupton Street Leeds LS10 2QW

Structure, governance and management

The charity is a company limited by guarantee and was formed on 14 July 2009. It is governed by a memorandum and articles of association as amended 18 June 2020. The liability of the members in the event of the company being wound up is limited to a sum not exceeding £1.

Method of recruitment and appointment of trustees

The trustees of the charity are also the directors for the purposes of company law and are appointed by the members at the AGM.

The trustees of the charity are also the directors for the purposes of company law and are appointed by the trustees at a duly convened meeting.

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Older People's Action in the Locality

Trustees' report (continued) for the year ended 31 March 2023

Objectives and activities

The charity's objects

The objects are to further or benefit the residents of Cookridge, Holt Park, Ireland Wood, Tinshill, Adel and Bramhope (most of the Leeds 16 postcode) and surrounding areas, particularly but not exclusively for the elderly, without distinction of sex, sexual orientation, race or of political, religious or other opinions by associating together the said residents and the local authorities, voluntary and other organisations in a common effort to advance education and to provide facilities in the interests of social welfare for recreation and leisure time occupation with the objective of improving the conditions of life for the residents and to strengthen the local communities in which they live.

The charity's main activities

OPAL reduces social isolation and promotes the wellbeing of older people so that they can live independently in their own homes. We do this by offering opportunities for healthy living and social activities, practical support and an information service.

OPAL is based in and manages the Welcome In Community Centre and Community Cafe. The Centre and Cafe is a facility for all the community and provides a source of revenue for OPAL as well as providing opportunity for integration of older people with the wider community.

Public benefit statement

In setting our objectives and planning our activities our Trustees have given serious consideration to the Charity Commission’s general guidance on public benefit and in particular the health and wellbeing of older people.

Achievements and performance

OPAL supports 650 older people offering over 20 regular activities including lunch clubs, exercise classes, assisted shopping, day trips, bereavement, carers and memory support groups. They are all very well attended and feedback from members is always fabulous. We are often told by our members that OPAL is their lifeline.

During the festive period we did a joint intergenerational project with Ralph Thoresby High School putting on a Christmas banquet for 120 OPAL members. This intergenerational event was the highlight of the year for many older people and it was great to see the students engage with people 50 to 70 yrs older than them in such a positive way.

All members aged 90yrs and over were offered a Christmas food hamper and we also provided a Christmas dinner, entertainment and gifts to 25 members who would otherwise have been on their own over the festive period.

This year we have worked with Leeds Older People’s Forum and Leeds Community Healthcare on the Enhance project to help relieve the pressure on Neighbourhood Teams. As part of this project the Health Hubs were piloted at OPAL and their success meant they have now been rolled out across the city.

Our Welcome In Café has gone from strength to strength and is a wonderful vibrant hub accessible to the whole community and providing tasty nutritious food at affordable prices. Through the winter we took part in the Leeds City Council winter coat exchange and provided warm space and food as well as delivering food parcels and shopping vouchers to individuals and families in need.

Our Community Events such as our Halloween party, Community Fun Day and Christmas Fayre have all been very popular with the whole community and help us achieve our goal of creating a community where all generations integrate and have fun together.

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Older People's Action in the Locality

Trustees' report (continued) for the year ended 31 March 2023

Financial review

The net expenditure for the year was £53,702, including net expenditure of £25,830 on unrestricted funds and net expenditure of £27,872 on restricted funds after transfers.

Reserves policy

The Trustees of the Charity have established a reserves policy whereby free reserves held by the charity should be within the range of four and seven months of the resources expended in the operation of the charity, which equates to between £134,667 and £235,667 based on budgeted expenditure of £404,000. At this level, the Trustees feel that they would be able to honour their commitments to staff and creditors.

The charity's free reserves, excluding fixed assets, at the year end were £215,404.

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Older People's Action in the Locality

Trustees' report (continued) for the year ended 31 March 2023

Statement of trustees' responsibilities

The trustees (who are also the directors for the purposes of company law) are responsible for preparing the Trustees report and the financial statements in accordance with the applicable law and UK Accounting Standards.

Company law requires the trustees to prepare financial accounts for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for the year. In preparing these financial statements, the trustees are required to:

select suitable accounting policies and apply them consistently;

observe the methods and principles in the Charities SORP;

make judgements and estimates that are reasonable and prudent;

state whether applicable UK accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements;

prepare the accounts on a going concern basis unless it is inappropriate to presume that the charitable company will continue in operation.

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial accounts comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

This report has been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities (Charities SORP (FRS102)), and in accordance with the special provisions of the Companies Act 2006 relating to small companies.

approved by the board of trustees on 6 September 2023

Louise Tanner (Trustee)

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Older People's Action in the Locality

Independent examiner's report to the trustees of Older People's Action in the Locality

I report to the charity trustees on my examination of the accounts of the charitable company for the year ended 31 March 2023, which are set out on pages 7 to 15.

Responsibilities and basis of report

As the charity's trustees of the charitable company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the charitable company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under section 145 of the Charities Act ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

Since the charitable company's gross income exceeded £250,000 your examiner must be a fellow of a body listed in section 145 of the 2011 Act.

I confirm that I am qualified to undertake the examination because I am a fellow of ACIE which is one of the listed bodies.

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

• 1 accounting records were not kept in respect of the company as required by section 386 of the 2006 Act; or 2 the accounts do not accord with those records; or

• 3 the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examination; or

• 4 the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities [applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)].

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

Simon Bostrom FCIE

8 September 2023

West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

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Older People's Action in the Locality

Statement of Financial Activities

(including summary income and expenditure account) for the year ended 31 March 2023

Notes 2023 Unrestricted funds £ Income from: Grants and donations (2) 23,523 Fees and charges 57,576 Café income 42,956 Memberships 7,693 Rent and room hire 22,397 Fundraising 2,501 Bank interest 2,836 In kind services - Other income 1,105 Total income 160,587 Expenditure on: Salaries NI and pensions (3) 84,468 Payroll costs 143 Staff travel expenses 511 Training 279 Volunteer expenses and training 101 Events and activities 43,240 Café supplies and equipment 17,130 Equipment and materials 144 Premises costs 2,416 Phone, postage and internet 393 Computers and IT 22 Printing and stationery 48 Memberships and subscriptions 1,868 Insurance - Hospitality and sundry costs 185 Governance costs 37 Independent examination 56 Legal and professional - Repairs and maintenance 1,492 In kind services - landscaping works - Depreciation 32,663 Loan interest 1,221 Total expenditure 186,417 Net income / (expenditure) (25,830) Fund balances brought forward 786,594 Fund balances carried forward (4) 760,764	2023 Restricted funds £ 208,233 - - - - - - - - 208,233 145,964 1,909 787 320 488 36,204 2,923 2,376 23,023 5,282 4,317 484 2,664 4,989 106 287 1,393 - 2,589 - - - 236,105 (27,872) 62,508 34,636	2023 Total funds £ 231,756 57,576 42,956 7,693 22,397 2,501 2,836 - 1,105 368,820 230,432 2,052 1,298 599 589 79,444 20,053 2,520 25,439 5,675 4,339 532 4,532 4,989 291 324 1,449 - 4,081 - 32,663 1,221 422,522 (53,702) 849,102 795,400	2022 Total funds £ 272,054 48,083 20,179 6,738 20,763 3,425 1,046 5,348 6,392 384,028 201,760 1,952 447 135 290 40,238 23,643 2,713 22,123 6,128 5,864 2,428 3,535 4,891 384 273 1,380 500 7,628 5,348 32,440 1,365 365,465 18,563 830,539 849,102

All incoming resources and resources expended derive from continuing activities.

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Older People's Action in the Locality

Balance sheet

as at 31 March 2023 2023 Unrestricted £ Fixed assets Tangible assets (5) 545,360 Total fixed assets 545,360 Current assets Debtors and prepayments (6) 8,092 Current asset investments (7) 105,930 Cash at bank and in hand (8) 107,340 Total current assets 221,362 Current liabilities: amounts falling due within one year Creditors and accruals (9) 5,958 Total current liabilities 5,958 Net current assets / (liabilities) 215,404 Total assets less current liabilities 760,764 Creditors: amounts falling due after one year (10) - Net assets 760,764 Funds Unrestricted funds 760,764 Restricted funds - Total funds 760,764	2023 Restricted £ - - - - 55,476 55,476 20,840 20,840 34,636 34,636 - 34,636 - 34,636 34,636	2023 Total £ 545,360 545,360 8,092 105,930 162,816 276,838 26,798 26,798 250,040 795,400 - 795,400 760,764 34,636 795,400	2022 Total £ 575,222 575,222 11,197 103,759 189,377 304,333 7,984 7,984 296,349 871,571 22,469 849,102 786,594 62,508 849,102

For the year ending 31 March 2023 the charitable company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the charitable company to obtain an audit of its accounts for the year in question in accordance with section 476. The trustees (who are also the directors for the purposes of company law) acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies’ regime and with FRS 102 (effective January 2019).

The financial statements were approved by the board of trustees on 6 September 2023

Louise Tanner (Trustee)

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Older People's Action in the Locality

Notes to the accounts

for the year ended 31 March 2023

1 Accounting policies

Basis of accounting

These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019) and with the Charities Act 2011.

The charity constitutes a public benefit entity as defined by FRS 102. There has been no change to the accounting policies since last year.

No changes have been made to the accounts for previous years.

Going concern

The trustees are satisfied that there are no material uncertainties about the charity's ability to continue.

Incoming resources

All incoming resources are included in the Statement of Financial Activities (SOFA) when the charity becomes entitled to the resources, if it is more likely than not that the trustees will receive the resources and the monetary value can be measured with sufficient reliability.

Grants and donations

Grants and donations are only included in the SOFA when the charity has unconditional entitlement to the resources.

Where grants are related to performance and specific deliverables, they are accounted for as the charity earns the right to consideration by its performance.

Donated goods for resale are valued at the amount actually realised upon their sale.

Donated assets, facilities or services are valued at their estimated value to the charity. This is the price that the charity estimates it would pay in the open market for equivalent items; or services and facilities of equivalent utility to the charity.

Expenditure and liabilities

Expenditure is recognised on an accrual basis as a liability is incurred. Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out the resources and the amount of the obligation can be measured with reasonable certainty.

Taxation

As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.

Tangible fixed assets

Tangible fixed assets costing more than £1,000 are capitalised and included at cost including any incidental expenses of acquisition. Gifted assets are shown at the value to the charity on receipt.

Depreciation is provided on all tangible fixed assets at rates calculated to write off the cost on a straight line basis over their expected useful economic lives as follows: Fixtures and equipment: over 5 years

Leasehold improvements: over the life of the lease

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Older People's Action in the Locality

Notes to the accounts

for the year ended 31 March 2023

1 Accounting policies continued

Pensions

The charity operates a defined contribution scheme for the benefit of its employees. The costs of contributions are recognised in the year they are payable.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.

Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.

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

Leases

Rents under operating leases are charged on a straight line basis over the lease term or to an earlier date if the lease can be determined without financial penalty.

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Older People's Action in the Locality

Notes to the accounts continued

for the year ended 31 March 2023

2 Grants and donations Barca Leeds Community Foundation (LCF) Co-op Local Community Fund Harrison and Potter Trust Leeds City Council (LCC) Leeds Civic Trust Leeds Convalescent Society Leeds Culture Trust Leeds Older Peoples Forum (LOPF) Local Care Partnership (LCP) Voluntary Action Leeds Leeds Community Foundation Power to Change Wades Charity Other grants and donations (including gift aid) 3 Staff costs and numbers Gross salaries Social security costs Employment allowance Pensions	2023 Unrestricted funds £ - - - - - - - - - - - - - - 23,523 23,523	2023 Restricted funds £ 1,500 8,588 3,854 5,530 119,136 450 500 400 51,400 3,125 13,750 - - - - 208,233	2023 Total funds £ 1,500 8,588 3,854 5,530 119,136 450 500 400 51,400 3,125 13,750 - - - 23,523 231,756 2023 £ 214,332 14,986 (5,000) 6,114 230,432	2022 Total funds £ - - - 7,777 203,126 - - - 1,550 - 1,000 7,821 20,000 3,120 27,660 272,054 2022 £ 188,976 11,994 (4,000) 4,790 201,760

The average number of employees during the year was 12.5, being an average of 8.4 full time equivalent (2022: 11.9, 8 FTE). There were no employees with emoluments above £60,000.

Defined contribution pension scheme	2023	2022
	£	£
Costs of the scheme to the charity for the year	6,114	4,790
Amount of any contributions outstanding at the year end	-	-

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Older People's Action in the Locality

Notes to the accounts continued

for the year ended 31 March 2023

4 Restricted funds Barca Jimbo's Fund Carers Jimbo's Fund Mens Group Local Care Partnership (LCP) LCF Lunch clubs Co-op Local Community Fund LOPF Enhance LCC Housing Advisory Panel Harrison and Potter Harrison and Potter VAL Household support LCC Covid £48k LCC ASC grant LCC ABCD LCC Care support LCC Small Sparks Fund Leeds Bereavement Forum Leeds Civic Trust Leeds Convalescent Society Leeds Culture Trust SWIFT Wades Friday Social LCF Winter Warmer funding LOPF Warm spaces VAL Warm spaces	Balance b/f £ - 3,700 946 - - - - - - 4,609 - 1,810 2,875 31,524 1,000 600 160 - - - 12,289 2,995 - - - 62,508	Incoming £ 1,500 - - 3,125 3,488 3,854 50,400 990 5,530 - 11,250 - 80,646 25,000 - - - 450 500 400 12,500 - 5,100 1,000 2,500 208,233	Outgoing £ 1,500 3,700 946 982 3,488 3,854 44,779 465 3,415 4,609 11,250 1,810 82,013 35,106 1,000 144 160 - 100 400 24,789 2,995 5,100 1,000 2,500 236,105	Transfers £ - - - - - - - - - - - - - - - - - - - - - - - - - -	Balance c/f £ - - - 2,143 - - 5,621 525 2,115 - - - 1,508 21,418 - 456 - 450 400 - - - - - - 34,636

Fund name

Barca Jimbo's Fund Carers Jimbo's Fund Mens Group Local Care Partnership (LCP) LCF Lunch clubs Co-op Local Community Fund LOPF Enhance LCC Housing Advisory Panel Harrison and Potter Harrison and Potter VAL Household support LCC Covid £48k LCC ASC grant LCC ABCD LCC Care support LCC Small Sparks Fund Leeds Bereavement Forum Leeds Civic Trust Leeds Convalescent Society Leeds Culture Trust SWIFT Wades Friday Social LCF Winter Warmer funding LOPF Warm spaces VAL Warm spaces

Purpose of restriction

Towards supporting people in need To fund Carers and Cared for group Jimbo's Fund To support the Men's Group Towards the cost of providing warm spaces Towards the luncheon club costs Towards the luncheon club costs

For support with hospital discharge and prevent hospital admission Towards peer support group costs addressing mental health problems Towards a Christmas dinner, hampers and assisted shopping trips To fund exercise classes Towards supporting people in need Towards Covid relief support For OPAL's work supporting older people To deliver the ABCD project To be available to support care agencies

To distribute to community members for community development work Dying matters event

Towards a community bench To extend the provision assisted shopping Towards the 2023 Community Anchor Funding from Public Health to support frail older people To fund chair exercise classes

Towards the cost of providing warm spaces Towards the cost of providing warm spaces Towards the cost of providing warm spaces

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Older People's Action in the Locality

Notes to the accounts continued

for the year ended 31 March 2023

5 6 7 8 **9 **	Tangible assets Cost £ At 1 April 2022 692,233 Additions - At 31 March 2023 692,233 Depreciation At 1 April 2022 128,235 Charge for year 28,226 At 31 March 2023 156,461 Net book value At 31 March 2023 535,772 At 31 March 2022 563,998 Debtors and prepayments Prepayments Accrued income Current asset investments Cash equivalents on deposit Cash at bank and in hand Cash at bank Cash in hand Creditors and accruals Bank loans and overdrafts Creditors Amounts received on account for contracts / performance related grants Accruals Leasehold property	£ 26,312 2,801 29,113 15,088 4,437 19,525 9,588 11,224 2023 £ 1,567 6,525 8,092 2023 £ 105,930 105,930 2023 £ 162,615 201 162,816 2023 £ - 4,509 20,840 1,449 26,798 Fixtures and equipment	Total £ 718,545 2,801 721,346 143,323 32,663 175,986 545,360 575,222 2022 £ 1,329 9,868 11,197 2022 £ 103,759 103,759 2022 £ 189,168 209 189,377 2022 £ 5,185 1,419 - 1,380 7,984

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Older People's Action in the Locality

Notes to the accounts continued

for the year ended 31 March 2023

10 Creditors: amounts falling due after one year Bank loans	2023 £ - -	2022 £ 22,469 22,469

11 Related party transactions

Trustee expenses

No trustee received any expenses during this year or the previous year.

Trustee remuneration and benefits

No trustee received any remuneration or benefit during this or the previous year.

Remuneration and benefits received by key management personnel

The total employee benefits received by key management personnel were £74,046 (previous year: £67,266).

12 Operating leases Within one year In the second to fifth years inclusive Over five years from the balance sheet date Expected future minimum lease payments over the remaining life of the lease, analysed into the period in which the commitment falls due:	2023 £ 132 528 1,870 2,530	2022 £ 132 528 2,002 2,662

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Older People's Action in the Locality

Statement of Financial Activities including comparatives for all funds (including summary income and expenditure account) for the year ended 31 March 2023

2023 2022 Unrestricted Unrestricted funds funds £ £ Income Grants and donations 23,523 27,460 Fees and charges 57,576 48,083 Café income 42,956 20,179 Memberships 7,693 6,738 Rent and room hire 22,397 20,763 Fundraising 2,501 3,425 Bank interest 2,836 1,046 In kind services - 5,348 Other income 1,105 6,392 Total income 160,587 139,434 Expenditure Salaries NI and pensions 84,468 24,691 Payroll costs 143 - Staff travel expenses 511 44 Training 279 - Volunteer expenses and training 101 - Events and activities 43,240 10,623 Café supplies and equipment 17,130 14,046 Equipment and materials 144 95 Premises costs 2,416 1,624 Phone, postage and internet 393 - Computers and IT 22 - Printing and stationery 48 91 Memberships and subscriptions 1,868 520 Insurance - - Hospitality and sundry costs 185 53 Governance costs 37 57 Independent examination 56 - Legal and professional - - Repairs and maintenance 1,492 1,184 In kind services - landscaping works - 5,348 Depreciation 32,663 32,440 Loan interest 1,221 1,365 Total expenditure 186,417 92,181 Net income / (expenditure) (25,830) 47,253 Transfers between funds - 1,234 Net movement in funds (25,830) 48,487 Fund balances brought forward 786,594 738,107 Fund balances carried forward 760,764 786,594	2023 Restricted funds £ 208,233 - - - - - - - - 208,233 145,964 1,909 787 320 488 36,204 2,923 2,376 23,023 5,282 4,317 484 2,664 4,989 106 287 1,393 - 2,589 - - - 236,105 (27,872) - (27,872) 62,508 34,636	2022 Restricted funds £ 244,594 - - - - - - 244,594 177,069 1,952 403 135 290 29,615 9,597 2,618 20,499 6,128 5,864 2,337 3,015 4,891 331 216 1,380 500 6,444 - - - 273,284 (28,690) (1,234) (29,924) 92,432 62,508	2023 Total funds £ 231,756 57,576 42,956 7,693 22,397 2,501 2,836 - 1,105 368,820 230,432 2,052 1,298 599 589 79,444 20,053 2,520 25,439 5,675 4,339 532 4,532 4,989 291 324 1,449 - 4,081 - 32,663 1,221 422,522 (53,702) - (53,702) 849,102 795,400	2022 Total funds £ 272,054 48,083 20,179 6,738 20,763 3,425 1,046 5,348 6,392 384,028 201,760 1,952 447 135 290 40,238 23,643 2,713 22,123 6,128 5,864 2,428 3,535 4,891 384 273 1,380 500 7,628 5,348 32,440 1,365 365,465 18,563 - 18,563 830,539 849,102

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Older People's Action in the Locality

Charity number 1131792

A company limited by guarantee number 06961204

Annual Report and Financial Statements

for the year ended 31 March 2023

Older People's Action in the Locality

Annual Report and Financial Statements

for the year ended 31 March 2023

Contents	Page
Trustees' report	2 to 5
Examiner's report	6
Statement of financial activities	7
Balance sheet	8
Notes to the accounts	9 to 15

Prepared by West Yorkshire Community Accountancy Service CIO

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Older People's Action in the Locality

Trustees' report for the year ended 31 March 2023

Reference and administrative details of the charity, its trustees and advisors

The trustees during the financial year and up to and including the date the report was approved were: Name Position Dates Martin Sellens Chair Louise Tanner Treasurer Howard Marshall Resigned July 2023 Peter Ellis Grace Clark Gary Hartley Christopher Hindle Elizabeth Locke Jennifer Ward John Sutcliffe Charity number 1131792 Registered in England and Wales Company number 06961204 Registered in England and Wales Registered and principal address Bankers Welcome In Community Centre Nat West Bank Cambridge and Counties Bank 55 Bedford Drive 491 Otley Road Charnwood Court Leeds Leeds 5B New Walk LS16 6DJ LS16 7YB Leicester LE1 6TE

Independent examiner

Simon Bostrom FCIE West Yorkshire Community Accountancy Service CIO Stringer House 34 Lupton Street Leeds LS10 2QW

Structure, governance and management

The charity is a company limited by guarantee and was formed on 14 July 2009. It is governed by a memorandum and articles of association as amended 18 June 2020. The liability of the members in the event of the company being wound up is limited to a sum not exceeding £1.

Method of recruitment and appointment of trustees

The trustees of the charity are also the directors for the purposes of company law and are appointed by the members at the AGM.

The trustees of the charity are also the directors for the purposes of company law and are appointed by the trustees at a duly convened meeting.

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Older People's Action in the Locality

Trustees' report (continued) for the year ended 31 March 2023

Objectives and activities

The charity's objects

The objects are to further or benefit the residents of Cookridge, Holt Park, Ireland Wood, Tinshill, Adel and Bramhope (most of the Leeds 16 postcode) and surrounding areas, particularly but not exclusively for the elderly, without distinction of sex, sexual orientation, race or of political, religious or other opinions by associating together the said residents and the local authorities, voluntary and other organisations in a common effort to advance education and to provide facilities in the interests of social welfare for recreation and leisure time occupation with the objective of improving the conditions of life for the residents and to strengthen the local communities in which they live.

The charity's main activities

OPAL reduces social isolation and promotes the wellbeing of older people so that they can live independently in their own homes. We do this by offering opportunities for healthy living and social activities, practical support and an information service.

OPAL is based in and manages the Welcome In Community Centre and Community Cafe. The Centre and Cafe is a facility for all the community and provides a source of revenue for OPAL as well as providing opportunity for integration of older people with the wider community.

Public benefit statement

In setting our objectives and planning our activities our Trustees have given serious consideration to the Charity Commission’s general guidance on public benefit and in particular the health and wellbeing of older people.

Achievements and performance

OPAL supports 650 older people offering over 20 regular activities including lunch clubs, exercise classes, assisted shopping, day trips, bereavement, carers and memory support groups. They are all very well attended and feedback from members is always fabulous. We are often told by our members that OPAL is their lifeline.

During the festive period we did a joint intergenerational project with Ralph Thoresby High School putting on a Christmas banquet for 120 OPAL members. This intergenerational event was the highlight of the year for many older people and it was great to see the students engage with people 50 to 70 yrs older than them in such a positive way.

All members aged 90yrs and over were offered a Christmas food hamper and we also provided a Christmas dinner, entertainment and gifts to 25 members who would otherwise have been on their own over the festive period.

This year we have worked with Leeds Older People’s Forum and Leeds Community Healthcare on the Enhance project to help relieve the pressure on Neighbourhood Teams. As part of this project the Health Hubs were piloted at OPAL and their success meant they have now been rolled out across the city.

Our Welcome In Café has gone from strength to strength and is a wonderful vibrant hub accessible to the whole community and providing tasty nutritious food at affordable prices. Through the winter we took part in the Leeds City Council winter coat exchange and provided warm space and food as well as delivering food parcels and shopping vouchers to individuals and families in need.

Our Community Events such as our Halloween party, Community Fun Day and Christmas Fayre have all been very popular with the whole community and help us achieve our goal of creating a community where all generations integrate and have fun together.

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Older People's Action in the Locality

Trustees' report (continued) for the year ended 31 March 2023

Financial review

The net expenditure for the year was £53,702, including net expenditure of £25,830 on unrestricted funds and net expenditure of £27,872 on restricted funds after transfers.

Reserves policy

The Trustees of the Charity have established a reserves policy whereby free reserves held by the charity should be within the range of four and seven months of the resources expended in the operation of the charity, which equates to between £134,667 and £235,667 based on budgeted expenditure of £404,000. At this level, the Trustees feel that they would be able to honour their commitments to staff and creditors.

The charity's free reserves, excluding fixed assets, at the year end were £215,404.

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Older People's Action in the Locality

Trustees' report (continued) for the year ended 31 March 2023

Statement of trustees' responsibilities

The trustees (who are also the directors for the purposes of company law) are responsible for preparing the Trustees report and the financial statements in accordance with the applicable law and UK Accounting Standards.

Company law requires the trustees to prepare financial accounts for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for the year. In preparing these financial statements, the trustees are required to:

select suitable accounting policies and apply them consistently;

observe the methods and principles in the Charities SORP;

make judgements and estimates that are reasonable and prudent;

state whether applicable UK accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements;

prepare the accounts on a going concern basis unless it is inappropriate to presume that the charitable company will continue in operation.

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial accounts comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

This report has been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities (Charities SORP (FRS102)), and in accordance with the special provisions of the Companies Act 2006 relating to small companies.

approved by the board of trustees on 6 September 2023

Louise Tanner (Trustee)

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Older People's Action in the Locality

Independent examiner's report to the trustees of Older People's Action in the Locality

I report to the charity trustees on my examination of the accounts of the charitable company for the year ended 31 March 2023, which are set out on pages 7 to 15.

Responsibilities and basis of report

As the charity's trustees of the charitable company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the charitable company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under section 145 of the Charities Act ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

Since the charitable company's gross income exceeded £250,000 your examiner must be a fellow of a body listed in section 145 of the 2011 Act.

I confirm that I am qualified to undertake the examination because I am a fellow of ACIE which is one of the listed bodies.

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

• 1 accounting records were not kept in respect of the company as required by section 386 of the 2006 Act; or 2 the accounts do not accord with those records; or

• 3 the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examination; or

• 4 the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities [applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)].

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

Simon Bostrom FCIE

8 September 2023

West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

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Older People's Action in the Locality

Statement of Financial Activities

(including summary income and expenditure account) for the year ended 31 March 2023

Notes 2023 Unrestricted funds £ Income from: Grants and donations (2) 23,523 Fees and charges 57,576 Café income 42,956 Memberships 7,693 Rent and room hire 22,397 Fundraising 2,501 Bank interest 2,836 In kind services - Other income 1,105 Total income 160,587 Expenditure on: Salaries NI and pensions (3) 84,468 Payroll costs 143 Staff travel expenses 511 Training 279 Volunteer expenses and training 101 Events and activities 43,240 Café supplies and equipment 17,130 Equipment and materials 144 Premises costs 2,416 Phone, postage and internet 393 Computers and IT 22 Printing and stationery 48 Memberships and subscriptions 1,868 Insurance - Hospitality and sundry costs 185 Governance costs 37 Independent examination 56 Legal and professional - Repairs and maintenance 1,492 In kind services - landscaping works - Depreciation 32,663 Loan interest 1,221 Total expenditure 186,417 Net income / (expenditure) (25,830) Fund balances brought forward 786,594 Fund balances carried forward (4) 760,764	2023 Restricted funds £ 208,233 - - - - - - - - 208,233 145,964 1,909 787 320 488 36,204 2,923 2,376 23,023 5,282 4,317 484 2,664 4,989 106 287 1,393 - 2,589 - - - 236,105 (27,872) 62,508 34,636	2023 Total funds £ 231,756 57,576 42,956 7,693 22,397 2,501 2,836 - 1,105 368,820 230,432 2,052 1,298 599 589 79,444 20,053 2,520 25,439 5,675 4,339 532 4,532 4,989 291 324 1,449 - 4,081 - 32,663 1,221 422,522 (53,702) 849,102 795,400	2022 Total funds £ 272,054 48,083 20,179 6,738 20,763 3,425 1,046 5,348 6,392 384,028 201,760 1,952 447 135 290 40,238 23,643 2,713 22,123 6,128 5,864 2,428 3,535 4,891 384 273 1,380 500 7,628 5,348 32,440 1,365 365,465 18,563 830,539 849,102

All incoming resources and resources expended derive from continuing activities.

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Older People's Action in the Locality

Balance sheet

as at 31 March 2023 2023 Unrestricted £ Fixed assets Tangible assets (5) 545,360 Total fixed assets 545,360 Current assets Debtors and prepayments (6) 8,092 Current asset investments (7) 105,930 Cash at bank and in hand (8) 107,340 Total current assets 221,362 Current liabilities: amounts falling due within one year Creditors and accruals (9) 5,958 Total current liabilities 5,958 Net current assets / (liabilities) 215,404 Total assets less current liabilities 760,764 Creditors: amounts falling due after one year (10) - Net assets 760,764 Funds Unrestricted funds 760,764 Restricted funds - Total funds 760,764	2023 Restricted £ - - - - 55,476 55,476 20,840 20,840 34,636 34,636 - 34,636 - 34,636 34,636	2023 Total £ 545,360 545,360 8,092 105,930 162,816 276,838 26,798 26,798 250,040 795,400 - 795,400 760,764 34,636 795,400	2022 Total £ 575,222 575,222 11,197 103,759 189,377 304,333 7,984 7,984 296,349 871,571 22,469 849,102 786,594 62,508 849,102

For the year ending 31 March 2023 the charitable company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the charitable company to obtain an audit of its accounts for the year in question in accordance with section 476. The trustees (who are also the directors for the purposes of company law) acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies’ regime and with FRS 102 (effective January 2019).

The financial statements were approved by the board of trustees on 6 September 2023

Louise Tanner (Trustee)

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Older People's Action in the Locality

Notes to the accounts

for the year ended 31 March 2023

1 Accounting policies

Basis of accounting

These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019) and with the Charities Act 2011.

The charity constitutes a public benefit entity as defined by FRS 102. There has been no change to the accounting policies since last year.

No changes have been made to the accounts for previous years.

Going concern

The trustees are satisfied that there are no material uncertainties about the charity's ability to continue.

Incoming resources

All incoming resources are included in the Statement of Financial Activities (SOFA) when the charity becomes entitled to the resources, if it is more likely than not that the trustees will receive the resources and the monetary value can be measured with sufficient reliability.

Grants and donations

Grants and donations are only included in the SOFA when the charity has unconditional entitlement to the resources.

Where grants are related to performance and specific deliverables, they are accounted for as the charity earns the right to consideration by its performance.

Donated goods for resale are valued at the amount actually realised upon their sale.

Donated assets, facilities or services are valued at their estimated value to the charity. This is the price that the charity estimates it would pay in the open market for equivalent items; or services and facilities of equivalent utility to the charity.

Expenditure and liabilities

Expenditure is recognised on an accrual basis as a liability is incurred. Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out the resources and the amount of the obligation can be measured with reasonable certainty.

Taxation

As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.

Tangible fixed assets

Tangible fixed assets costing more than £1,000 are capitalised and included at cost including any incidental expenses of acquisition. Gifted assets are shown at the value to the charity on receipt.

Depreciation is provided on all tangible fixed assets at rates calculated to write off the cost on a straight line basis over their expected useful economic lives as follows: Fixtures and equipment: over 5 years

Leasehold improvements: over the life of the lease

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Older People's Action in the Locality

Notes to the accounts

for the year ended 31 March 2023

1 Accounting policies continued

Pensions

The charity operates a defined contribution scheme for the benefit of its employees. The costs of contributions are recognised in the year they are payable.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.

Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.

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

Leases

Rents under operating leases are charged on a straight line basis over the lease term or to an earlier date if the lease can be determined without financial penalty.

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Older People's Action in the Locality

Notes to the accounts continued

for the year ended 31 March 2023

2 Grants and donations Barca Leeds Community Foundation (LCF) Co-op Local Community Fund Harrison and Potter Trust Leeds City Council (LCC) Leeds Civic Trust Leeds Convalescent Society Leeds Culture Trust Leeds Older Peoples Forum (LOPF) Local Care Partnership (LCP) Voluntary Action Leeds Leeds Community Foundation Power to Change Wades Charity Other grants and donations (including gift aid) 3 Staff costs and numbers Gross salaries Social security costs Employment allowance Pensions	2023 Unrestricted funds £ - - - - - - - - - - - - - - 23,523 23,523	2023 Restricted funds £ 1,500 8,588 3,854 5,530 119,136 450 500 400 51,400 3,125 13,750 - - - - 208,233	2023 Total funds £ 1,500 8,588 3,854 5,530 119,136 450 500 400 51,400 3,125 13,750 - - - 23,523 231,756 2023 £ 214,332 14,986 (5,000) 6,114 230,432	2022 Total funds £ - - - 7,777 203,126 - - - 1,550 - 1,000 7,821 20,000 3,120 27,660 272,054 2022 £ 188,976 11,994 (4,000) 4,790 201,760

The average number of employees during the year was 12.5, being an average of 8.4 full time equivalent (2022: 11.9, 8 FTE). There were no employees with emoluments above £60,000.

Defined contribution pension scheme	2023	2022
	£	£
Costs of the scheme to the charity for the year	6,114	4,790
Amount of any contributions outstanding at the year end	-	-

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Older People's Action in the Locality

Notes to the accounts continued

for the year ended 31 March 2023

4 Restricted funds Barca Jimbo's Fund Carers Jimbo's Fund Mens Group Local Care Partnership (LCP) LCF Lunch clubs Co-op Local Community Fund LOPF Enhance LCC Housing Advisory Panel Harrison and Potter Harrison and Potter VAL Household support LCC Covid £48k LCC ASC grant LCC ABCD LCC Care support LCC Small Sparks Fund Leeds Bereavement Forum Leeds Civic Trust Leeds Convalescent Society Leeds Culture Trust SWIFT Wades Friday Social LCF Winter Warmer funding LOPF Warm spaces VAL Warm spaces	Balance b/f £ - 3,700 946 - - - - - - 4,609 - 1,810 2,875 31,524 1,000 600 160 - - - 12,289 2,995 - - - 62,508	Incoming £ 1,500 - - 3,125 3,488 3,854 50,400 990 5,530 - 11,250 - 80,646 25,000 - - - 450 500 400 12,500 - 5,100 1,000 2,500 208,233	Outgoing £ 1,500 3,700 946 982 3,488 3,854 44,779 465 3,415 4,609 11,250 1,810 82,013 35,106 1,000 144 160 - 100 400 24,789 2,995 5,100 1,000 2,500 236,105	Transfers £ - - - - - - - - - - - - - - - - - - - - - - - - - -	Balance c/f £ - - - 2,143 - - 5,621 525 2,115 - - - 1,508 21,418 - 456 - 450 400 - - - - - - 34,636

Fund name

Barca Jimbo's Fund Carers Jimbo's Fund Mens Group Local Care Partnership (LCP) LCF Lunch clubs Co-op Local Community Fund LOPF Enhance LCC Housing Advisory Panel Harrison and Potter Harrison and Potter VAL Household support LCC Covid £48k LCC ASC grant LCC ABCD LCC Care support LCC Small Sparks Fund Leeds Bereavement Forum Leeds Civic Trust Leeds Convalescent Society Leeds Culture Trust SWIFT Wades Friday Social LCF Winter Warmer funding LOPF Warm spaces VAL Warm spaces

Purpose of restriction

Towards supporting people in need To fund Carers and Cared for group Jimbo's Fund To support the Men's Group Towards the cost of providing warm spaces Towards the luncheon club costs Towards the luncheon club costs

For support with hospital discharge and prevent hospital admission Towards peer support group costs addressing mental health problems Towards a Christmas dinner, hampers and assisted shopping trips To fund exercise classes Towards supporting people in need Towards Covid relief support For OPAL's work supporting older people To deliver the ABCD project To be available to support care agencies

To distribute to community members for community development work Dying matters event

Towards a community bench To extend the provision assisted shopping Towards the 2023 Community Anchor Funding from Public Health to support frail older people To fund chair exercise classes

Towards the cost of providing warm spaces Towards the cost of providing warm spaces Towards the cost of providing warm spaces

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Older People's Action in the Locality

Notes to the accounts continued

for the year ended 31 March 2023

5 6 7 8 **9 **	Tangible assets Cost £ At 1 April 2022 692,233 Additions - At 31 March 2023 692,233 Depreciation At 1 April 2022 128,235 Charge for year 28,226 At 31 March 2023 156,461 Net book value At 31 March 2023 535,772 At 31 March 2022 563,998 Debtors and prepayments Prepayments Accrued income Current asset investments Cash equivalents on deposit Cash at bank and in hand Cash at bank Cash in hand Creditors and accruals Bank loans and overdrafts Creditors Amounts received on account for contracts / performance related grants Accruals Leasehold property	£ 26,312 2,801 29,113 15,088 4,437 19,525 9,588 11,224 2023 £ 1,567 6,525 8,092 2023 £ 105,930 105,930 2023 £ 162,615 201 162,816 2023 £ - 4,509 20,840 1,449 26,798 Fixtures and equipment	Total £ 718,545 2,801 721,346 143,323 32,663 175,986 545,360 575,222 2022 £ 1,329 9,868 11,197 2022 £ 103,759 103,759 2022 £ 189,168 209 189,377 2022 £ 5,185 1,419 - 1,380 7,984

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Older People's Action in the Locality

Notes to the accounts continued

for the year ended 31 March 2023

10 Creditors: amounts falling due after one year Bank loans	2023 £ - -	2022 £ 22,469 22,469

11 Related party transactions

Trustee expenses

No trustee received any expenses during this year or the previous year.

Trustee remuneration and benefits

No trustee received any remuneration or benefit during this or the previous year.

Remuneration and benefits received by key management personnel

The total employee benefits received by key management personnel were £74,046 (previous year: £67,266).

12 Operating leases Within one year In the second to fifth years inclusive Over five years from the balance sheet date Expected future minimum lease payments over the remaining life of the lease, analysed into the period in which the commitment falls due:	2023 £ 132 528 1,870 2,530	2022 £ 132 528 2,002 2,662

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Older People's Action in the Locality

Statement of Financial Activities including comparatives for all funds (including summary income and expenditure account) for the year ended 31 March 2023

2023 2022 Unrestricted Unrestricted funds funds £ £ Income Grants and donations 23,523 27,460 Fees and charges 57,576 48,083 Café income 42,956 20,179 Memberships 7,693 6,738 Rent and room hire 22,397 20,763 Fundraising 2,501 3,425 Bank interest 2,836 1,046 In kind services - 5,348 Other income 1,105 6,392 Total income 160,587 139,434 Expenditure Salaries NI and pensions 84,468 24,691 Payroll costs 143 - Staff travel expenses 511 44 Training 279 - Volunteer expenses and training 101 - Events and activities 43,240 10,623 Café supplies and equipment 17,130 14,046 Equipment and materials 144 95 Premises costs 2,416 1,624 Phone, postage and internet 393 - Computers and IT 22 - Printing and stationery 48 91 Memberships and subscriptions 1,868 520 Insurance - - Hospitality and sundry costs 185 53 Governance costs 37 57 Independent examination 56 - Legal and professional - - Repairs and maintenance 1,492 1,184 In kind services - landscaping works - 5,348 Depreciation 32,663 32,440 Loan interest 1,221 1,365 Total expenditure 186,417 92,181 Net income / (expenditure) (25,830) 47,253 Transfers between funds - 1,234 Net movement in funds (25,830) 48,487 Fund balances brought forward 786,594 738,107 Fund balances carried forward 760,764 786,594	2023 Restricted funds £ 208,233 - - - - - - - - 208,233 145,964 1,909 787 320 488 36,204 2,923 2,376 23,023 5,282 4,317 484 2,664 4,989 106 287 1,393 - 2,589 - - - 236,105 (27,872) - (27,872) 62,508 34,636	2022 Restricted funds £ 244,594 - - - - - - 244,594 177,069 1,952 403 135 290 29,615 9,597 2,618 20,499 6,128 5,864 2,337 3,015 4,891 331 216 1,380 500 6,444 - - - 273,284 (28,690) (1,234) (29,924) 92,432 62,508	2023 Total funds £ 231,756 57,576 42,956 7,693 22,397 2,501 2,836 - 1,105 368,820 230,432 2,052 1,298 599 589 79,444 20,053 2,520 25,439 5,675 4,339 532 4,532 4,989 291 324 1,449 - 4,081 - 32,663 1,221 422,522 (53,702) - (53,702) 849,102 795,400	2022 Total funds £ 272,054 48,083 20,179 6,738 20,763 3,425 1,046 5,348 6,392 384,028 201,760 1,952 447 135 290 40,238 23,643 2,713 22,123 6,128 5,864 2,428 3,535 4,891 384 273 1,380 500 7,628 5,348 32,440 1,365 365,465 18,563 - 18,563 830,539 849,102

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