**A N N U A L  R E P O R T  &  A C C O U N T S** _**1  A P R I L  2 0 2 3 - 3 1  M A R C H  2 0 2 4**_ 



## **A G E  C O N C E R N  E P S O M  &  E W E L L Charity Number 1139652** 

**Registered Office: The Old Town Hall, The Parade, Epsom KT18 5AG** 

## **www.ageconcernepsom.org.uk** 

## **Tel: 01372 732456** 

**President: The Worshipful the Mayor of Epsom & Ewell Vice President: Elisabeth Scott** 

**A company limited by guarantee registered in England and Wales** 

## **7448692** 

## **E X E C U T I V E  C O M M I T T E E** 

|CHAIR|LOUISE LAUDY|MAY 2022|
|---|---|---|
|VICE CHAIR|VACANT||
|HONORARY TREASURER|NICK BRODIE|MAY 2022|
|TRUSTEES|ALAN PATERSON|SEPT 2019<br>RE-ELECTED SEPT 2022|
||ADRIANA LAZDINS|MAY 2023|
||SARAH WOODS|JUNE 2023|
||MONA PATEL|JUNE 2023|
|EPSOM & EWELL BOROUGH<br>COUNCILLORS|STEVEN MCCORMICK<br>ARTHUR ABDULLIN|MAY 2023|



**PRINCIPAL BANKERS** 

## **INVESTMENT ADVISOR** 

**CAF BANK 25 KING'S HILL AVE WEST MALLING ME19 4JQ INVESTEC WEALTH & INVESTMENT LTD 2 GRESHAM ST LONDON EC2V 7QN AFH WEALTH MANAGEMENT AFH HOUSE BUNTSFORD DRIVE BROMSGROVE B604JE** 

## **HONORARY SOLICITOR** 

**LIZ DALGETTY DOWNS SOLICITORS 156 HIGH ST DORKING RH4 1BQ** 

## **INDEPENDENT EXAMINER** 

**SUSAN KUMAR ACA HOLDEN GRANAT LLP CHARTERED ACCOUNTANTS SPRINGFIELD HOUSE 23 OATLANDS DRIVE WEYBRIDGE KT13 9LZ** 

**P A G E  2** 



**A G E  C O N C E R N  E P S O M  &  E W E L L** 

## **R E P O R T  O F  T H E  T R U S T E E S  F O R  T H E  Y E A R E N D E D  3 1  M A R C H  2 0 2 4** 

**The Directors of the charitable company (‘the Charity’) are its Trustees for the purposes of charity law and throughout this report are collectively referred to as the Trustees.** 

**The Trustees present their report and the financial statements for the period ended 31 March 2024. The Trustees confirm that the annual report and financial statements of the charity comply with the provisions of the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to 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)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006.** 

## **a)      DETAILS OF CHARITY - see page 2** 

## **b)      STRUCTURE, GOVERNANCE AND MANAGEMENT** 

## **(i)        Status and Constitution** 

**On 23rd November 2010, the Trustees incorporated a company limited by guarantee bearing the name Age Concern Epsom & Ewell which was subsequently granted charitable status by the Charity Commission. The company remained dormant until 31st March 2011 when, with the approval of members of the organisation, the net assets and employees of Age Concern Epsom & Ewell (an unincorporated charity no 248704, with a history going back to 1947) were transferred to the company. Activities commenced on 1st April 2011.** 

**The company is limited by guarantee and has no share capital. The liability of each member in the event of winding up is limited to £1.** 

**P A G E  3** 



**A G E  C O N C E R N  E P S O M  &  E W E L L** 

**The Articles state that the Board shall consist of the Chair of the Charity, six persons elected by the members at an Annual General Meeting or such other number as may be determined, up to two persons nominated by Epsom and Ewell Borough Council and persons co-opted under the provision of Article 22.29 and 22.10. The Board shall also be Trustees of the Charity.** 

## **(ii)     Risk Management** 

**The major risks to which the Charity is exposed, as identified by the Trustees, have been reviewed and systems have been established to mitigate risks. The Trustees have purchased what they are advised is suitable insurance cover for staff (paid and volunteer) who work with the Charity and for the beneficiaries of the services provided by the charity.** 

**Full details are given in our Financial Policy, available from the office.** 

## **c)       PUBLIC BENEFIT** 

**When reviewing the aims and objectives and in planning future activities the Trustees have complied with the duty in section 4 of the Charities Act 2006 to have due regard to the public benefit guidance published by the Charity Commission.** 

## **d)      OBJECTIVES AND ACTIVITIES** 

**The objectives of the Charity are to promote and assist in the general wellbeing of elderly people in the Borough of Epsom and Ewell. This is fulfilled by providing transport, advice and information services, home visiting, social support services and other activities all listed below:** 

## **Information and Advice / Home Visiting** 

**Confidential information and advice (I & A) is provided on a wide range of issues affecting older people between 9.30am and 1.00pm Mon - Fri by telephone, e mail and personal callers. Older people or a concerned family member may contact us. We work with numerous voluntary and statutory sector organisations who signpost clients wishing to use our services. This may be via the Epsom & Ewell Social Services Locality Team, Central Surrey Health Community Matrons, Social Prescribing, Hospital to Home, Sight for Surrey, care businesses. The I&A enquiry may be signposted to another ACEE service eg. medical transport scheme, befriending/social support  or to an outreach service such as Dementia Connect, Silverline, Action for Carers Surrey.** 

**P A G E  4** 



**A G E  C O N C E R N  E P S O M  &  E W E L L** 

**An enquiry through the I&A team may result in a home visit. Home Visitors help to obtain Blue Badges for parking and Attendance Allowance benefit enabling clients to have funds to help make their lives easier. The Home Visitor can assess clients’ needs in their own surroundings often resulting in finding out that a client has more needs than originally thought and referrals to the Occupational Therapist team, Adult Social Care and specialist organisations can be made.** 

## **Social Support Services: Befriending Service** 

**Our befriending service supports people living alone in the community and offers a friendly face to look forward to seeing each week.  It is important that the client and befriender ‘click’ i.e. have a common interest and that their temperaments are compatible.** 

**Friendships are formed that in some cases last for years and we often find that volunteers go above and beyond just having a cup of tea and chat with their client. As a result, isolation is reduced and any worries or concerns about health, mobility, benefits etc. can be relayed if appropriate by the befriender to ACEE so that they can try to resolve the problem.** 

## **Sunday Teas** 

**Once a month a Sunday tea is held which involves a combination of socialisation, activities and entertainment and provides a full afternoon tea. This long-established service is for older people who feel lonely and want some company, entertainment and varied activities. There is a small charge for the tea and transport can be provided by volunteer drivers. It gives clients the opportunity of making new friends in a welcoming environment.** 

## **Hearing Aids** 

**Batteries can be obtained at our offices.** 


**P A G E  5** 



**A G E  C O N C E R N  E P S O M  &  E W E L L** 

## **Medical Transport Scheme** 

**The scheme is for members to attend medical appointments, visit family or friends in hospital or residential homes or any other journey that is deemed appropriate for the member's wellbeing. The transport scheme is run and serviced by volunteers overseen by a member of staff. A unique part of the scheme is that the volunteer driver stays with the client for up to two hours. Clients pay per trip and drivers claim mileage expenses.** 

## **IT Support** 

**Our band of IT volunteers help clients to make better use of their computer, tablet, smart phone usually by one to one support. Training is also offered at the monthly computer club held at The Old Town Hall.** 

## **DIY** 

**Our volunteers carry out small DIY jobs eg. putting up shelves, curtain poles** 

## **Men’s Club** 

**The “ACE Men’s Club” offers the opportunity for older men, particularly those experiencing loneliness and social exclusion, to overcome the difficulties they have in accessing opportunities to meet socially and enjoy an activity or pastime enabling them to live a more fulfilling life during their older years and make friends.** 

## **e)      ACHIEVEMENTS AND PERFORMANCE** 

**All our charitable activities focus on empowering older people in Epsom & Ewell to live the most fulfilling lives they can and are undertaken to further our charitable purposes for the public benefit. The review of our activities above clearly illustrates this.** 

**P A G E  6** 



**A G E  C O N C E R N  E P S O M  &  E W E L L** 

## **f)      FINANCIAL REVIEW** 

**The Statement of Financial Activities shows that income exceeded expenditure by £19,040. This compares with an excess of income over expenditure 2022-23 of £177,634.** 

**The Balance Sheet shows funds of £496,858 (2022-23 £475,122).** 

## **Principal Funding Resources** 

**The Charity receives vital support from Epsom & Ewell Borough Council. This is for our accommodation in the Old Town Hall and includes utility costs. Other income sources are:** 

- **Investment income from the Designated Fund** 

- **Fundraising including Donations and Legacies** 

- **Paid for services** 

- **Grants** 

**Any deficit of income over expenditure is met by withdrawal from the Designated Funds.** 

## **Reserves Policy** 

**The Trustees have decided the Charity should hold sufficient Reserves to cover approximately six months net operating costs and contingency (approximately £53,000). The remainder of the funds are held as General Reserves, the Large Legacy Designated Fund and Restricted Funds. As at 31 March 2024, the Total Funds stood at £496,858.** 

**In addition, on a quarterly basis, the Governance group review the 24 month horizon for financial viability.** 

**The Trustees also review the level of Reserves on a quarterly basis.** 


**P A G E  7** 



## **A G E  C O N C E R N  E P S O M  &  E W E L L** 

## **Restricted Funds** 

**We have been successful in being awarded grants/funding to support specific services/events that we deliver directly benefitting our clients.** 

**Men’s Club Service                                                                    £3338** 

**This fund supports the sustainability of activities for older gentlemen to reduce isolation and loneliness. This is a project delivered in various outreach settings locally,  supported by a paid member of staff and volunteers.** 

**National Lottery Grant                                                              £6414** 

**The National Lottery grant to celebrate our King and remember our Queen will be used during 24/25 for the ACEE In Memory Woodland.** 

## **Investment Policy** 

**The investment principles adopted by the Trustees are:** 

- **To appoint professional financial managers to manage the Charity’s investments** 

- **To protect the real value of our assets and income by holding a diversified balanced portfolio of asset classes in order to reduce risk. To tolerate a low / medium level of risk in our investments To have a reasonable level of investments in readily convertible assets, including cash, in order to provide flexibility.** 

**The Investment Advisors have a brief to hold a balanced portfolio with a low to medium level of risk in order to provide income and growth in line with our Investment principles. The investment portfolio consists primarily of UK Fixed Interest & UK and International Equities with small holdings of Commercial Property, Alternative assets & cash.** 


**P A G E  8** 



**A G E  C O N C E R N  E P S O M  &  E W E L L** 

**The Charity’s investments are managed by Investec Wealth and Investment Limited, who have a brief to provide income and growth in line with our Investment policy outlined on page 8.** 

## **Investment Report** 

**As at 31 March 2024, the investment portfolio consisted broadly of Fixed Interest (approx. 11%), Equities (10%), Property (2%), Alternative Assets (9%), Emerging Economies (3%)  and Cash (65%).  The total portfolio increased by £18,809 during the year due to additional funds received from legacies.  Overall the capital invested, including cash in interest bearing accounts, at 31 March 2024 was £507,522 (as at 31 March 2023 it was £488,712).** 

**The accounts of the Charity for the year ended 31 March 2024 are set out in the Accounts for the Year Ending 31 March 2024.** 

## **Trustees’ Responsibilities** 

**The Trustees are responsible for preparing the Trustees’ Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).** 

**The law applicable to charities in England and Wales requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the Charity and of the incoming resources and application of resources of the Charity for that period.** 


**P A G E  9** 



**A G E  C O N C E R N  E P S O M  &  E W E L L** 

- **In preparing these financial statements, the Trustees are required to: Select suitable accounting policies and then apply them consistently Observe the methods and principles in the Charities SORP Make judgements and estimates that are reasonable and prudent State whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements** 

   - **Prepare the financial statements on the going concern basis unless it is inappropriate to presume that the Charity will continue in operation** 

**The Trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the Charity. These enable them to ascertain the financial position of the Charity and to ensure that the financial statements 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.** 

**Approved by the Trustees and signed on their behalf on 5th September 2024.** 


**Louise Laudy Chair** 



**P A G E  1 0** 



**A G E  C O N C E R N  E P S O M  &  E W E L L** 

## **Independent Examiner's report to the Trustees of Age Concern Epsom & Ewell** 

I report to the charity trustees on my examination of the accounts of the company for the year ended 31 March 2024 which are set out on pages 13 to 19. 

## **Responsibilities and basis of report** 

As the charity trustees of the 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 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 company's accounts as carried out under section 145 of the Charities Act 2011 ('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 company’s gross income exceeded £250,000, your examiner must be a member of a body listed **i** n section 145 of the 2011 Act.  I confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants England and Wales, which is one of the listed bodies. 

I have completed my examination.  I confirm that no 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. 


Susan Kumar ACA Chartered Accountant 

Holden Granat LLP Chartered Accountants Springfield House 23 Oatlands Drive Weybridge KT13 9LZ 

Date: 5th September 2024 

**P A G E  1 1** 



**A G E  C O N C E R N  E P S O M  &  E W E L L** 

## **ACCOUNTS FOR THE PERIOD ENDING 31 MARCH 2024** 

**COMPANY NO 7448692 REGISTERED CHARITY NO 1139652** 

**P A G E  1 2** 



AGE CONCERN EPSOM & EWELL
Age Concern Epsom and Ewell
STATENE MT OF FIIANCIPL XTMTES
FOR THE YEAR EMDED 31 A44RCH 2024
2024
Tdal
2023
N<*e un￿•tr1ded Re*iictexl
Ir¢oiing Rewur¢e•
I￿￿17ng Re￿urce* tranG￿￿￿ed FWK
V0￿rtary1nCCffie
ActMtEs tr Ger￿rat￿9 Fur
Investrnenl Incr￿ e - uicj bart irterest
IrumiTrJ Re$wr¢e$trom Chartabk
4691
104,279
28.171
19,028
38.401
277,801
28,9Cg
28.171
19,028
38.401
Totsl iie4*n lig resowc4s
691
189 878
354 SIQ
Re•ourte¥E xFtThleAI
C(xt￿GeneTrlITrj FuThJ•
Cc6ts ofGener*m9 ibhJntarylrume
Cc8ts Of*th￿. Genwathg Fun
kn¥tstma)l Man&)em￿t Fee
chllrtab￿ ACtrt￿s
GcNffnaru Co*s
Totsl ￿SourCeS trpended
31,364
13.
2,234
117.3
31,
13.968
2,234
121.840
23,59)
11,576
4,515
137,7
9T2
166 3Z3
170 838
MET IIICOAqNGIPUTGOWGI RESOURCES
Nel G￿5￿0￿$e3 on nve51rnenls
14.8E4 '
2,6
4,176
19.040
2,696
177,631
112,6541
MET NK)VEKIIT IM FUIIDS
TOT￿ FUII DS bT0￿Jht1lYWThd
469,
5,576
475,122
310,142
TOT￿ FUNDS urried k+wnl
752
The ncles on pages 15-19 partofthestr thanad *aternents
PACE 13

AGE CONCERN EPSOM & EWELL
8AIW4CE SHEEf AS AT 31 MAqCH 2024
2Q3
Frxal Pssets
h￿StrrVèrts
87T
157.333
1e4.079
SLméry Dèbkns Pfg)tymèrts
and C*b h B*kne•
3.•Jg
343 443
1.931
331 *0
TOTfvLASSETS
510.9
s CLI￿nI Ll*4iltt*J . amrurts dLÈ *thYtoro par
CreL#ors •nd
TOT*L*SSETS LESSCURRENT Lk4BLfTES
49e,8
TS.121
NET ASSETS
498,8
47&121
R•str**•d
10
&57T
furxlj
10
47.1(•
7*545
TOTfvL FUNDS
,8
75.122
Tr• ¢lw*•tl• ¢tyAp•ry to •udt uThJ* Stt*¢*n 47T ol Comw• *¢t 2LXIO for th• y•¥
31 Mwth X24.
mvnb•rJ hiw rx>t fWLw•d th• c<mp4ry to of ts jt•*•Y*￿ fa7 tIY¢ ￿ •Thl
31 V•rch 2024 n KErwd•rK•wth 4TOolth•CLYnpwiM fv&t201YI.
Tr• trust￿ ac*no*kn*•th•r resp￿$ tsit*s for
(*) •r*Lfry tr•t th• C￿1￿￿1* comwy k••is ace<x&ntrg th•t cunpty w*h S•dTr)r• •rd J7 d t
Ibl fr•rcwl 5trtwnwls whh* tru? vw of tpv s t*• of tht th4Tit**kn ¥$
ol 395 •nd otPwis• 0)rnpty with th• lwuw•￿ts Ll th• ComrAn• XQO r￿•t￿9
rThn￿l st•*¢rr￿its. s of¥ •J •pr**>knto tr• clwrt•t*
xjce re*ng to s mdlchwljble ecrnp•i￿.
TP•s•fr•nr4115t•*rrwts byth• T[￿tI￿ 5th 3J24
N**d85 8roJ
Trè8suref
ioL•se LaLwty
Cha￿n
CoThpary No 074￿92
rote5 <m ￿ 15. 191rrn wtofthtse finnci81 Stakn￿rts
PACE 14

**A G E  C O N C E R N  E P S O M  &  E W E L L** 

**NOTES TO THE FINANCIAL STATEMENTS - YEAR ENDED 31 MARCH 2024** 

## **1   Accounting Policies** 

## **1.1 Basis of preparation of financial statements** 

**The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102)  'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to 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)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.** 

**The charity has taken advantage of the following reduced disclosure exemption in preparing these financial statements, as permitted by FRS 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland':** 

- **the requirements of Section 7 Statement of Cash Flows.** 

## **1.2 Incoming resources** 

**All incoming resources are included in the Statement of Financial Activities when the charity is legally entitled to the income and the amount can be quantified with reasonable accuracy. The following specific policies apply to categories of income:** 

**For legacies, entitlement is the earlier of the Charity being notified of an impending distribution or the legacy being received.** 

**Donated services and facilities are recognised in the Statement of Financial Activities where the value can be quantified with reasonable accuracy. Whilst valuable additional resources, no amounts have been included in the financial statements for services donated by volunteers.** 

**Dividend income is included in the Statement of Financial Activities when received by our investment manager. Fixed interest income is accrued.** 

**Grants are included in the Statement of Financial Activities when received.** 

## **1.3 Resources expended** 

**All expenditure is accounted for on an accruals basis and has been included under expense categories that aggregate all costs for allocation to activities.  Where costs cannot be directly attributed to particular activities they have been allocated on a basis consistent with the use of resources.  Central overhead costs are allocated to operational and fundraising functions on the basis of their use of central support services.** 

**Costs of generating funds are those involved in seeking voluntary contributions and do not include the costs of disseminating information in support of the charitable activities.** 

**P A G E  1 5** 



**A G E  C O N C E R N  E P S O M  &  E W E L L** 

**Governance costs are the costs associated with the governance arrangements of the Charity that relate to the general running of the Charity, as opposed to those costs associated with fundraising or charitable activity.  Included within this category are costs associated with the strategic, as opposed to day-to-day management of the charities activities.** 

## **1.4 Fund accounting** 

**General funds are unrestricted funds that are available for use at the discretion of the Trustees in** 

**furtherance of the general objectives of the Charity and which have not been designated for other purposes.** 

**Designated funds comprise unrestricted funds that have been earmarked by the Trustees for particular purposes.  The aim and use of each restricted fund is set out in the notes to the financial statements.** 

**Investment income and gains are allocated to the appropriate fund.** 

## **1.5 Tangible fixed assets** 

**Tangible fixed assets are stated at cost less depreciation.  Depreciation and impairment is provided on all tangible assets at rates calculated to write off the cost of those assets, less their estimated residual value, over their useful economic lives on the following bases:** 

**Computer equipment – 25% straight line** 

## **1.6 Investments** 

**Investments including interest-earning bank accounts are stated at mid-market value at the balance sheet date.  The Statement of Financial Activities includes the net gains and losses arising on revaluations and disposals during the year.** 

## **1.7 Pension costs and other post- retirement benefits** 

**The charitable company operates a defined contribution pension scheme.  Contributions payable to the charitable company’s pension scheme are charged to the Statement of Financial Activities in the period to which they relate.** 

## **1.8 Taxation** 

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

**P A G E  1 6** 



AGE CONCERN EPSOM & EWELL
Aqe Concern Epsorn and E￿?11
NOTESTO THE FI4￿cIAL ST ATEP484T SICOIITINUEO)
FOR THE BIDED 31 MAgCH 3J24
2 VvluniarylrK*7mP
2A
23
T•tal
Ur**¥trid•d R¢s*rKJt•d
18.
25.2&J
1S201
104.2
277M01
3 IhW)Sln￿t hcom•
23
U1￿+5t￿&•d R•str
Tat
Tatsl
19,0
7&0
3M(
190
3805
2A
a)2J
Tat
Tr￿sP￿t
18944
Swd•ytwi
2,1e4
2.441
*.401
43.983
X)34
T¢t
T•t¥
Colto1G￿￿lkn9vOIrt￿￿mW•
ty ¢3•w•kty F￿1
2234
Chwtsbl•k*At
kn*mutw)n
V6 *rg 8qr%*•
Trwspyt s0kn•
31.4)4
37,816
18,482
31.4Q4
37.818
374
18.4
13.470
12S2
372
1.189
1320
1.7X
*¥$ surpyl
11.CO)
11.OL¥J
1,432
1.432
972
972
515
175
PACE 17

AGE CONCERN EPSOM & EWELL
Age Concern Epsom and Ewel
IIOTE S TO THE FINAYCN ST ATENf IITS ICOMTIIIUE DI
FOR THE YEAR EMt*D 31 KIRCH 2024
Re¥WrE￿ Ejpenthd o)nfNed
2QJ
121008
124,708
Z046
ernOO￿r6 Nl
125054
126794
rnrnberJ ofemphwsl•A thmee(yt%0￿rti
Mo eamed n of£6QOOO.
TnJskn•s r￿e￿dOor•MLfft•￿tsOn Orbe￿￿$ #i kmddLrkngthe penod.
Met Outriw Re*•w¢••
2Q4
Tltteare ststed af*r thdrgkn9
DeweoutDn
640
1,432
9T2
G•n*lk•w¥ ￿ InY•8lrTDnts
Rea￿
Unr•JW IlhMMI
14866
11f41701
11&64n
T•ryJltle Flxfxl AMDts-ComwlerlnstslJtb)n and EQU￿￿1
Co
8aiqr¢e * 1 Iprl 2023
rtw)r4
31 Marth 2)24
Depr￿￿
BaIry￿e at 1 20ZJ
Chwge M )ur
4,712
640
31 3)24
Ilet B¢xk l*luE•t31 a124
37
Met B¢xk *lue•t31 3123
PAGE 18

AGE CONCERN EPSOM & EWELL
Ageconcern Epsom and Ev*ll
NOTESTOTHE ANP•lelNL sfATBENTS ICC¥ITIIUE
FCII THE Y649 31 PA•41CH
9 knveslTrntS
161.075
157,335
1e4ov&
1FI 333
Opvw¥J i¥th•*t 14712023
151.333
Sl924
131.C¢JBI
110.17
,8
1283J
181024)
115.04n
R•/dL
C*•*4 b*uii 31 V•th2024
Ktrth2024. tdd rwkb•dws £18,8i¥JI2121£ZW tgthvwth d
£K17DlllJ£tSWi 01 dr1￿￿2023 £1Ze61
It 31 Ntrth1124
37
4372
10
Unrn*n**•d &
Tcla
It 31 NtrchZ)Z4
578
4Th172
310,142
4.1RI
14
19.0
115,0ffj
It 31 N*¢hZ124
PAGE 19

AGE CONCERN EPSOM & EWELL
AGE
CONCERN
EPSOM & EWELL
HELPING OLDER PEOPLE FEEL LESS ALONE