## Caring Together in Woodhouse & Little London
Charity number 1138782
A company limited by guarantee number 07402794
## Annual Report and Financial Statements
for the year ended 31 March 2025
Caring Together in Woodhouse & Little London
Annual Report and Financial Statements for the year ended 31 March 2025
|**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 13|
## **Prepared by West Yorkshire Community Accountancy Service CIO**
1
## Caring Together in Woodhouse & Little London
## Trustees' report for the year ended 31 March 2025
## **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** Al Garthwaite Chair Ann Shaw Secretary David Wigglesworth Tracey Noble Ben Anson Myrna Ruttledge Abigail Marshall Katung Resigned 25 June 2025 Maureen Kershaw Sue Lonergan Appointed 20 January 2025 Susan Head Appointed 20 January 2025 **Charity number** 1138782 Registered in England and Wales **Company number** 07402794 Registered in England and Wales **Registered and principal address Bankers** 127 Woodhouse Street Virgin Money Unity Trust Bank Leeds Jubilee House PO Box 7193 LS6 2PY Gosforth Planetary Road Newcastle upon Tyne Willenhall NE3 4PL WV1 9DG
## **Independent examiner**
Katy Sargeant **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 11 October 2010. It is governed by a memorandum and articles of association. 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.
2
## Caring Together in Woodhouse & Little London Trustees' report (continued) for the year ended 31 March 2025
## **Objectives and activities**
## **The charity's objects**
The relief of older people (without distinction of colour, ethnic origin, nationality, political or religious opinion or sex) in any way considered to be charitable in law as the trustees may determine in Woodhouse and Little London and its neighbourhood in the City of Leeds and in particular by:
Promoting the mental and physical welfare of older people and relieve those with disabilities.
Advancing the education of older people on matters such as finance, health, housing, security and welfare entitlement.
To further any other charitable purposes as the trustees may determine.
## **The charity's main activities**
Work with older people offering advice, support and activity groups as well as assistance with transport and shopping.
## **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 relief of those in need by reason of age.
## **Achievements and performance**
Caring Together continued to evolve during 2024-25. While aspects of our range of services remained familiar, the types of support requested has become more complex. Consequentially, the types of funding applications that we have made have better reflected the multi-faceted nature of the local demands for assistance.
We have made a range of applications both to traditional supporters and in response to less generalised opportunities both locally and nationally. We have managed to retain the support of long term funders which is gratifying given that these are mostly local charitable foundations that are familiar with the work that we do. The fact that these trusts have shown faith in our work and judgements over many years is very important to us and indicates that others see our work as being of value.
The Little London and Woodhouse Tower Blocks Project funded by the transforming MH Grants delivered a year of sometimes very intensive support to older adults with mental health issues in the 9 tower blocks of Little London and Woodhouse. The characterisation of ‘complexity’ from our perspective was quite simple. Aside from a diagnosis of a mental health condition or obvious presenting problems, there had to be at least one other issue, be that one of co-morbidity, a lifestyle issue or factors relating to risk or safety. The support was predicated on the basis of seeing beyond an individual’s presenting behaviours and to ask, ‘What does this person need?’ rather than ‘What is wrong with this person?’ This is our second year of funding and this support has proved invaluable in enabling us to set defined amounts of time aside to address the growing numbers of people requiring support in this area.
We also received funding through the Household Support Fund to provide assistance to individuals or households experiencing financial hardship. The funding allowed Caring Together the opportunity to respond quickly to the needs of those requiring emergency support via a method most suited to their circumstances. All those people that are currently members of Caring Together were eligible for support as well as those referred via our local delivery partners. We have excellent local links with heath, housing and other support structures and received many referrals from these sources. One-off self referrals were welcome but all possible means was used to get them to accept membership of Caring Together in order to provide a wider level of support to them and to identify the issues that led to their difficulties. Membership, which is of course free, offered access to a wide range of social, informational, advice, therapeutic and health related activities.
We continued to offer a wide range of exercise options to our members. This ranged from Tai Chi Qigong, Chair Based Sessions, both facilitated by outside practitioners and In house exercise groups.
3
## Caring Together in Woodhouse & Little London Trustees' report (continued) for the year ended 31 March 2025
## **Achievements and performance (continued)**
We also continued to work alongside the Leeds United Foundation in running an exercise session followed by one-to-one blood pressure, healthy eating and healthy weight advice. This link has proved invaluable and will definitely be revisited and be a part of our repertoire for next year.
We continued to organise trips out, meals out and excursions, both local, to, for instance, Hawthorne Farm, the Royalty in Otley, and Lotherton Hall, and further flung ventures to Salts Mill and Chester. And of course, our annual and now perennial Christmas bash took place at the Britannia hotel in Bramhope.
Our Spring, Summer and Winter Get Together’s (aligned with the autumn party at Christmas) continued to be popular and well attended and have proved to be a great way to demarcate the year. These celebratory boundaries allow us to better provide structure to the year and having these markers allows us to plan the year into 4 distinct groups of activity sections.
Alongside the above we had regular Lunchtime specials, Drop-ins, Nostalgia sessions, Coffee afternoons, local meals out, Film Afternoons and Winter Warmers.
Our local and City Wide connections and partnership working has continued to increase. Examples (not exhaustive) include local G.P.s, Neighbourhood Teams, Mental Health services, Carers Services, Retirement Living, Leeds Respiratory Service, Pharmacies, Interpreter Services, Podiatry services, Legal Services, A.S. Behaviour Team, Community PCSO's, Foodbanks , ASC Safeguarding, Housing Benefit, Debt Services, Local Councillors, Hearing Aid Clinic, Green Doctor, Fire Services, Gardening Services , Leeds BID Services, Sight loss clinics, Silverline , Presto, Engage Leeds, Bus Pass services, Blue Badges, local schools and universities etc.
The performance of the staff team, Trustee board and volunteers and the keen appreciation of our work expressed by our members has, despite the increase in work load, made 2024-25 a very positive and satisfying year and one of which we are justly proud.
## **Financial review**
The net expense for the year was £11,953, including net expenditure of £3,103 on unrestricted funds and net expenditure of £8,850 on restricted funds.
## **Reserves policy**
The charity's free reserves, excluding fixed assets, at the year end were £68,514.
The purpose of holding reserves is to enable the smooth running of the charity and to allow for an orderly winding up should the charity need to close. The trustees have determined policy limits of between 6 and 9 months of annual budgeted expenditure to meet this purpose. Based on the 25/26 budgeted expenditure, reserves should be between £78k and £117k.
The Trustees note the free reserves have fallen below the policy lower limit. Our ongoing fundraising strategy aims to increase our net income during 2025/26 and so raise reserves back above the threshold.
4
## Caring Together in Woodhouse & Little London Trustees' report (continued) for the year ended 31 March 2025
## **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 22/9/2025
David Wigglesworth (Trustee)
5
## Caring Together in Woodhouse & Little London
## Independent examiner's report to the trustees of Caring Together in Woodhouse & Little London
I report to the charity trustees on my examination of the accounts of the charitable company for the year ended 31 March 2025, which are set out on pages 7 to 13.
## **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**
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.
Katy Sargeant
8/10/2025
## **West Yorkshire Community Accountancy Service CIO**
Stringer House 34 Lupton Street Leeds LS10 2QW
6
## Caring Together in Woodhouse & Little London
## Statement of Financial Activities
## (including summary income and expenditure account) for the year ended 31 March 2025
|Notes
2025
Unrestricted
funds
£
**Income from:**
Grants and donations
(2)
84,417
Group and activity contributions
2,752
Fundraising
281
Bank interest
395
**Total income**
87,845
**Expenditure on:**
Salaries, NIC's, pensions and payroll
(3)
76,623
Staff travel expenses
634
Events and activities
-
Equipment and materials
1,937
Training
129
Travel, transport and trips
-
Volunteer expenses
-
Premises costs
2,082
Phone, internet and postage
2,917
Printing and stationery
1,742
Advertising and publicity
500
Insurance
1,017
Affiliations and subscriptions
79
Independent examination
876
Management and administration
1,569
IT support
363
Sundry expenses
-
Depreciation
480
**Total expenditure**
90,948
**Net income / (expenditure)**
(3,103)
**Fund balances brought forward**
72,278
**Fund balances carried forward**
(4)
69,175|2025
Restricted
funds
£
46,667
-
-
-
46,667
44,222
-
5,966
661
-
4,107
121
-
440
-
-
-
-
-
-
-
-
-
55,517
(8,850)
16,809
7,959|2025
Total
funds
£
131,084
2,752
281
395
134,512
120,845
634
5,966
2,598
129
4,107
121
2,082
3,357
1,742
500
1,017
79
876
1,569
363
-
480
146,465
(11,953)
89,087
77,134|2024
Total
funds
£
139,417
2,846
636
222
143,121
116,654
745
5,012
2,560
160
3,203
197
8,191
4,058
1,417
481
871
113
876
883
184
25
480
146,110
(2,989)
92,076
89,087|
|---|---|---|---|
All incoming resources and resources expended derive from continuing activities.
7
## Caring Together in Woodhouse & Little London
## Balance sheet
|as at 31 March 2025
2025
Unrestricted
£
**Fixed assets**
Tangible assets
(5)
661
**Total fixed assets**
661
**Current assets**
Debtors and prepayments
(6)
85
Cash at bank and in hand
(7)
70,202
**Total current assets**
70,287
**Current liabilities:**
**amounts falling due within one year**
Creditors and accruals
(8)
1,773
**Total current liabilities**
1,773
**Net current assets / (liabilities)**
68,514
**Net assets**
69,175
**Funds**
Unrestricted funds
69,175
Restricted funds
-
**Total funds**
69,175|2025
Restricted
£
-
-
-
7,959
7,959
-
-
7,959
7,959
-
7,959
7,959|2025
Total
£
661
661
85
78,161
78,246
1,773
1,773
76,473
77,134
69,175
7,959
77,134|2024
Total
£
1,141
1,141
919
90,766
91,685
3,739
3,739
87,946
89,087
72,278
16,809
89,087|
|---|---|---|---|
For the year ending 31 March 2025 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 22/9/2025
## David Wigglesworth (Trustee)
8
Caring Together in Woodhouse & Little London Notes to the accounts
## for the year ended 31 March 2025
## **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.
## **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 £500 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: Equipment: 15% per year
## **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.
9
## Caring Together in Woodhouse & Little London
## Notes to the accounts continued
## for the year ended 31 March 2025
|**2 Grants and donations**
A M Fenton Trust
Charles Brotherton Trust
Charles Lewis Foundation
Inman Charity
Leeds Benevolent Society for Single Ladies
Leeds City Council (LCC)
Leeds Community Foundation (LCF)
Leeds Older People's forum (LOPF)
Members and supporters donations
Sir George Martin Trust
The Brelms Trust
The Harrison and Potter Trust
Wade's Charity
The Albert Hunt Trust
Barchester Charitable Foundation
The Liz and Terry Bramall Foundation
**3 Staff costs and numbers**
Gross salaries
Social security costs
Employment allowance
Pensions
Payroll costs|2025
Unrestricted
funds
£
-
200
-
-
30,000
49,707
-
-
4,510
-
-
-
-
-
-
-
84,417|2025
Restricted
funds
£
2,000
-
360
4,000
-
-
12,251
4,420
-
3,000
5,000
12,636
3,000
-
-
-
46,667|2025
Total
funds
£
2,000
200
360
4,000
30,000
49,707
12,251
4,420
4,510
3,000
5,000
12,636
3,000
-
-
-
131,084
2025
£
108,716
11,237
(5,000)
5,436
456
120,845|2024
Total
funds
£
-
200
-
-
30,000
53,851
21,863
6,038
7,635
-
-
9,220
3,000
3,000
1,610
3,000
139,417
2024
£
103,004
12,274
(5,000)
5,862
514
116,654|
|---|---|---|---|---|
The average number of employees during the year was 3, being an average of 3.2 full time equivalent (2024: 3.4, 3.2 FTE). There were no employees with emoluments above £60,000.
|**Defined contribution pension scheme**|2025|2024|
|---|---|---|
||£|£|
|Costs of the scheme to the charity for the year|456|514|
|Amount of any contributions outstanding at the year end|48|-|
10
## Caring Together in Woodhouse & Little London
## Notes to the accounts continued
## for the year ended 31 March 2025
|**4 Restricted funds**
Balance b/f
Incoming
Outgoing
£
£
£
Anonymous donation
4,616
-
4,028
LCF Strategic Resilience
1,250
-
1,250
LCF Transforming Mental Health
2,723
12,251
14,974
The Harrison and Potter Trust
5,970
12,636
11,235
The Liz and Terry Bramall Found'n
2,250
-
2,250
Inman Charity
-
4,000
4,000
Brelms
-
5,000
5,000
AM Fenton Trust
-
2,000
2,000
Sir George Martin Trust
-
3,000
3,000
Wades
-
3,000
3,000
LOPF HSF
-
4,420
4,420
Charles Lewis Foundation
-
360
360
16,809
46,667
55,517
**Fund name**
**Purpose of restriction**
Anonymous donation
LCF Strategic Resilience
LCF Transforming Mental Health
The Harrison and Potter Trust
The Liz and Terry Bramall Found'n
Inman Charity
Brelms
AM Fenton Trust
Sir George Martin Trust
Wades
LOPF HSF
Charles Lewis Foundation
Towards welfare costs.
Towards activity costs.
Towards activity costs.
Towards transport costs.
Towards supporting the manager's salary.
Towards supporting the staff salaries.
Towards activity costs.
Towards activity costs.
Towards activity costs and salaries.
Towards activity costs.
Towards activity costs.
Towards activity costs.|Transfers
£
-
-
-
-
-
-
-
-
-
-
-
-
-|Balance c/f
£
588
-
-
7,371
-
-
-
-
-
-
-
-
7,959|
|---|---|---|
|**Tangible assets**
**Cost**
At 1 April 2024
Additions
At 31 March 2025
**Depreciation**
At 1 April 2024
Charge for year
At 31 March 2025
**Net book value**
At 31 March 2025
At 31 March 2024|£
3,201
-
3,201
2,060
480
2,540
661
1,141
Group
equipment|Total
£
3,201
-
3,201
2,060
480
2,540
661
1,141|
|---|---|---|
## **5 Tangible assets**
11
## Caring Together in Woodhouse & Little London
## Notes to the accounts continued
## for the year ended 31 March 2025
|**6 Debtors and prepayments**
Debtors
Prepayments
**7 Cash at bank and in hand**
Cash at bank
Cash in hand
**8 Creditors and accruals**
Creditors
Accruals
Other creditors|2025
£
-
85
85
2025
£
77,778
383
78,161
2025
£
849
876
48
1,773|2024
£
840
79
919
2024
£
90,489
277
90,766
2024
£
1,698
876
1,165
3,739|
|---|---|---|
## **9 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 £46,636 (previous year: £49,831).
## **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|2025
£
650
1,680
-
2,330|2024
£
650
2,330
-
2,980|
|---|---|---|
12
## Caring Together in Woodhouse & Little London
## Statement of Financial Activities including comparatives for all funds (including summary income and expenditure account) for the year ended 31 March 2025
|2025
2024
Unrestricted Unrestricted
funds
funds
£
£
**Income**
Grants and donations
84,417
88,842
Group and activity contributions
2,752
2,846
Fundraising
281
636
Bank interest
395
222
**Total income**
87,845
92,546
**Expenditure**
Salaries, NIC's, pensions and payroll
76,623
83,924
Staff travel expenses
634
745
Events and activities
-
2,189
Equipment and materials
1,937
2,269
Training
129
160
Travel, transport and trips
-
1,501
Volunteer expenses
-
197
Premises costs
2,082
7,476
Phone, internet and postage
2,917
4,058
Printing and stationery
1,742
1,417
Advertising and publicity
500
481
Insurance
1,017
871
Affiliations and subscriptions
79
113
Independent examination
876
876
Management and administration
1,569
883
IT support
363
184
Sundry expenses
-
25
Depreciation
480
480
**Total expenditure**
90,948
107,849
**Net income / (expenditure)**
(3,103)
(15,303)
**Fund balances brought forward**
72,278
87,581
**Fund balances carried forward**
69,175
72,278|2025
Restricted
funds
£
46,667
-
-
-
46,667
44,222
-
5,966
661
-
4,107
121
-
440
-
-
-
-
-
-
-
-
-
55,517
(8,850)
16,809
7,959|2024
Restricted
funds
£
50,575
-
-
-
50,575
32,730
-
2,823
291
-
1,702
-
715
-
-
-
-
-
-
-
-
-
-
38,261
12,314
4,495
16,809|2025
Total
funds
£
131,084
2,752
281
395
134,512
120,845
634
5,966
2,598
129
4,107
121
2,082
3,357
1,742
500
1,017
79
876
1,569
363
-
480
146,465
(11,953)
89,087
77,134|2024
Total
funds
£
139,417
2,846
636
222
143,121
116,654
745
5,012
2,560
160
3,203
197
8,191
4,058
1,417
481
871
113
876
883
184
25
480
146,110
(2,989)
92,076
89,087|
|---|---|---|---|---|
13