Company registration number: 07506866
Charity registration number: I141￿1
AGE UK BURY
(A COMPANY LIMITED BY GUARANTEE)
ANNUAL REPORT AND FINANaAL STATEMENTS
31 MARCH 2024
Horsfield & Smith
Tower House
269 Walmersley Road
Bury
Lancashire
BL9 6NX

AGE UK BURY
CONTENTS
Reference and Administrative Detai
Trustees, Report
21013
Independent Examinees Report
14
Statement of Financial Artivities
15
Balance Sheet
16
Notes to the Financial Statements
17to31

AGE UK BURY
REFERENCE AND ADMINISTRATIVE DETAILS
Chlef ExKutl¥e Officer
Mrs A Stsrk-Ketcher, Chief Officer
Mrs J Rees. Chair
Mrs P Jones-Greenhalgh. Treasurer
Mrs Edwards
Mrss Holt
Ms C Brookes
Mr D Lees
Mrs Mar8aret Fullen
I141￿11
Charlty Re8lstratlon Number
Company Registration Number 07506866
The charity Is Incorporated in En8land and Wales.
The Jubilee Centre
Mosley Avenue
Bury
Lancashire
BL9 6PQ
Re815tered Offlce
Horsfield & Smith
Tower House
269 Walmer5* Road
8ury
Lancashire
BL9 6NX
Bankers
Santander UK
Bridle Road
Bootle
Merseyside
L30 4GB

AGE UK BURY
TRUSTEES. REPORT
The trustees. who are directors for the purposes of cornpary law, present the annual ￿pOrt
together with the financial statements of the charitable company for the year ended 31 March 2024.
TRUSTEES
The trustees and officers serving during the year and since the year end were as foll0v￿.
Mrs J Rees, Chair
Mr5 P Jone5-Greenholgh. Treasurer
Mrs EdvRrds
Mrss Holt
Ms C Brookes
Mr D Lees
Mrs Margaret Fullen lappointed 30 January 2024)
Mrs P Walton, Deputy Chair (resigned 30 January 2024)
sTrucnJR4 GOVERNANCE AND MANAGEMENT
Age UK Bury is a registered charity I1141￿1) and company limited by guarantee. registered in
England and Wale5, company number 75(W6. Its 8oveming document is rts meMorar￿Um and
Articles of Association.
Recrultment and JppolntmentoAtrustees
Recruitment to the membership of 4e UK Bury ha5 been by invitstion to indrviduals with the
relevant skills and experience to St￿ngthen the govemance of the organisation. The Annual General
Meeting of the Charity elects the Directors and Honorary OffKers to serve on ihe Executive
Committee. appoints the Independent Examiner and consider5 and adopts the Annual Report and
Financial Statements for the preceding year's activities. Bury Council may nominate one person to
the Executive Committee who has the right to attend and speak but noi to vote.
Indurtlon and tr•lning oAtntstees
All new (iirectors are provided with an induction pack containing the Charity Commission's guidance
on their responsibilities and ewntial infomiation foT director&
Oryonisationalstrurture
The Executive Committee meets at least four times a year and consists of individuals or
representatives of bodie5 sympathetic to the objerts of Age UK Bury. The Finance and General
Purpose5 Sub-committee reports back to the Executive Committee. Working groups can be set up to
look at specific issues and these will also report back to the Executive Committee.
All directors glve thelr time freely and no remuneration was paid to them in the year. Dirertors are
required io declare all relevant interests or potenlial conflicts of interest at the start of each meeting
and withdraw from decisions where a conflict of interest may arise.

AGE UK BURY
TRUSTEES, REPORT
The Chief ExecutNe Officer has operational responsibility for the provision of seNices and support of
staff and volunteers.
There were 30 members of staff during this time.
Our organisation is supported by more than 65 volunteers who contribute their time and efforts
across mubtiple locations. including the Chatterbox Cafe, the Jubilee Centre. two charity shops, our
Handyman service. our Befriending service. and by leading walking xtivities.
We wish to express our profound appreciation for their invaluable contribution to our charity.
Relationslvp5 With relatedpartles
Age UK Bury is an independent charity. The charity work5 in partnership with the national charity,
Age UK and it is a member of the Age England Association. The Chief Officer regularly meets with
other Age UKS in Greater Manchester and in the North West.
Majorrlsks andmanagementof thoseiisks
Age UK Bury conducts a risk assessment annually to clarify the known financial liability carried by the
organisation so that any necessary act￿n5 can be instigated.
The risk assessment requires a detalled examination of the or8ani5ation's financial liabilities in
relation to property and lease5: 5taffin8 Costs: contrartual relationships; insurable risk51including
public liability, employers liability, property and contents); trustee liability, fraud and competition.
To address these risks, directors will:
Review the costs for all services over the course of the year.
Look to increase income from retail shops. activities. donations. and legacies:
Work closer with local businesses, grant-making trusts and fundraising events;
Promote a greater awareness of the work of the charity to older people. potentlal funders.
partners and public
Consider. where appropriate. opportunities for partnership work wilh local agencies and other
A8e UK5 in the Greater Manchester area toiointly deliver 5ervices.- and
Develop a business case to ensu￿ sustainability for the future.
PrO￿dureS are already in pbace to ensure compliance with health and safety regulations within the
premises occupied by the charity. prO￿dUreS are periodicalty reviewed to ensure they continue to
meet the need5 of the charity.

AGE UK BURY
TRUSTEES. REPORT
Appropriate crirninal records checks are made for all those who work with older vulnerable people.
Safeguarding Vulnerable Adults training is provided to those who work with vulnerable older people.
A review of ICT systems is currentty in place to ensure all critical data is secure and backed up and
that data can be Shared between computers within the organisation.
The charity has adopted a 'Proterting the Environment. Statement. The directors do not consider
that there are any attivitie5 that could be construed as being detrimental of harmful to the public or
the environment. However. if anyone has any cause for concem, they are able to bring it to the
attention of the Chiet Officer, or by using the policy on Comments. Compliments artd Complalnt5,
which is available from the main office.
Qualitystondords
We are proud to have reviewed the Organisational Quality Standards for local Age UKS in England in
2024.
Our achievement of the Organisational Quallty Standards recognise5 the high stsndard of our
performance as an organi5ation. It certifies that we are a well-governed and effective organisation
committed to the wellbeing of people over 50+. wlth our team and volunteers, along with our
commitment to Collaborati￿ with others.
The Standards a￿ externally assessed by industry leaders SGS and endorsed by the Charity
Commisslon.
OBJEcllvES AND AcnviTIES
Objects and oin
The object of the CharTtable Company is'to promote the welfare of people 50+ in any manner whlch
now is or hereafter may be deemed by law to be charitable in and around the Metropolitan Borough
ofBurf.
The relevant powers Branted to it by the Memorandum and Articles to achieve this indude:
To encourage, promote and organise dI￿¢t seNices appropriate to the needs of indNidual people
50tr or groups of older people:
To work in partnership wtth other organisations wtth a similar goal-
To engage in research and the provision and publication of infomiation.
Each year our dirertors review our objectives and actNities to ensu￿ they continue to reflect our
aim5

AGE UK BURY
TRUSTEES, REPORT
Publk benefv
The trustees confirm that they have complied with the requirements of section 4 of the Charities Act
2011 to have due regard to the public benefit guidan￿ published by the Charity Commission for
England and Wales.
Age UK Bury's charitable purpose is enshrined in its object 'to promote the we￿are of people 5(IF in
any manner which now is or hereafter may be deemed by law to be charitable in and èround the
Metropolitan Borou8h of Bury.
The trustees ensure that this purpose is carried out for the public benefit by delivering services that
are valued by our Service users and by enabling people S0+ in our area of benefit to enjoy a fulfillin8
later life. The trustees ensure that we carry out all our activities in an open and tranSPa￿nt manner
which results in a Wel￿Managed charity that prompts public trust and confidence.
ACHIEVEMEKfs AND PERFORMANCE DURING APRIL 2022 TO MARCH 2023
This year, we continued rebuildin8 our services from the impact of the Covid Pandemic. This was
made even more difficult with the cost-of-INing crisis. the impact of Brexit. and the war in Ukraine.
We are grateful to our staff and volunteers who continued to support people 50+ in the Borough of
8ury through the year by delivering the followin8 services:
Befriending
Home From Hospltal
Chatterbox Café
Friends tO8ether
Information and Advice
Energy saving Advice
2 x Charity shops
Continually pmviding activitie5 for people over S0+ and maxirni51￿ the ￿nt￿,$ potent￿1
The introduction of new concepts for operating the café on weekends and hosting regular evening
events will provide additional financial resources to sustain the buikling's operations.
Condurt a comprehensive evaluation of the services we offer to individuals aged 50 and above to
ensure on80ing excellence in Servi￿ delivery.
Additional financial support frorn business organizations is essential to enhano Age UK Bury's
Visibility and communlty e￿agernenL as well as to facilitate donatiofts.

AGE UK BURY
TRUSTEES, REPORT
The Befrlendlnq Servlce
Led by Jone Lees Iwnending Co-ordinatorland Stetth Ctr*srw8f￿e (Telepkne BefrleTrlir¢ ¢)ffKerl
Durin8 the Covid pandemic. the Keeping in Touch telephone seNice was set up to support people
with the extreme loneliness they were experiencin8. Once restrictions were lifted, we expected the
demand for this service to decrease. The National Lottery Community Fund gave us an Awards For
All grant to allow us to continue the service and identify the need for the service now that life had
returned to normal. This seThice was still needed and through0￿ the year. our volunteers support
between 140-150 people per week.
We were intrigued to explore the geographical distribution of our telephone befriendees. A
volunteer created a map that revealed distinct "clusters. of befriendees residing in proximty to each
other. For instance, a group of older men was found to INe near the Dumers Lane Centre.
Consequently, we or8anized a coffee momin8 to brin8 them tO8ether. Additionally, another cluster
was established in Ram51Jottom. and we intend to replicate this model in other regions of Bury.
This year marked the return of face-trtrface befriendin& which is offered to those where a phone call
is inappropriate las some people stru88le to Use 3 phone) or insufficient. ft is aimed at those who are
housebound and therefo￿ unable to get to cluster groups. Housebound could be due to physical
ailments or mental health issues. The volunteer befriender visits a person in their home on a regular
basis. providing companionship and friendship. and helps to redu￿ the person's feelings of Isolation
and loneliness.
Our Befriending serrfice helps people to feel valued and ￿speCted.
We are grateful to Bury Council. National Lottery Cornmunity Fund and our volunteers for providing
this valuable support to people 51h in Bury.
Wlnter packs were supplied by Bury Councll to help those people WIK) needed the pack to keep
warm in the winter month5.
Infvmiation andAth¢e
led tyjoanne Cocker II&A Mamgtrl ènd Irene Perrella II&A OflterEnerey soviry•d¥ice Offttr)
The aim of our Information and Advice service is to support people 50fr with help to enable them to
live independently and cope with all the problems that getting older throw up.
The seThlce specialises in making sure people receive thelr fvll entitlement to benefits and supports
people with filling in clalrns for attendance allowan￿ and pension credlts. We onty provide advice
on pension-a8e benefits. arKI we refer people who need help with working-age beneffts to Bury and
Bolton CABB.
We are approached for Information & Advice on many issue5. for example care home charges and
funding or care packages and help available to remain living at home.
Our community service help5 indNiduals aged 50+ throu8h telephone sUPPOrt or in-person
consultations. which can tske place at our Jubilee Centre or at the indivldual's resideno.
Our local service works closefy with the national Age UK whith provides an Advice Line - 08￿ 678
1602, 365 days a year from 8.(Klam to I9.￿pm. When a request for assistance is receNed by the
national helpline that requires a local response. a referral is diretted to our service. Age UK national
produces a range of leaflets, which we circulate in ourvenue5 and supply to our local partners.

AGE UK BURY
TRUSfEES' REPORT
The provision of benefrts advice to people S¢F and who are eli8ible to receive 5tste pension. {If
someone is of working age, we will refer them to Bury and Bolton Citizens Advice Bureau.)
One to one help with filliftg in fomis.
Provision of infomiation booklets on Pension Credit and Attendan￿ Allowance and other
relevant material.
Signposting to other relevant sources of older people's sUPPOrt, relevant tt) their needs.
We would like to thank Bury Council for their 5UPPOrt in funding this service.
The Handy Petson Servke
Led by Andrew Wall ljoint Handy Person Mano8erl aNJ gje Brnd*y ljoint Pern>n Man•BerlAdminlstrntorl
The Handy Person Serrfice help people 50+ in Bury with small DIY and repair jobs such as ffttlng
handrails and security locks. putting up shelves. curtain rails and wall decorations- assemblin8 flat
pack furniture; minor plumbin& paintin8 and decorating work and changing light bulbs.
Our organisation is supported by proficient volunteers who assist with ta$￿ that people SO+ require.
Between April 2023 and March 2024. we instsljed 240 key safe>
We provided a prompt service which was assisted Bury Adult Care servi￿ and Hospital Discharge
Team5 to facilitate patient release from h05Pital and provision of care in their homes.
Fnend5 Together
Led by Cart• Halewe4)d
A8e UK Bury runs four "Fr*nds Togetheff groups to bring people S0+ together. Our groups are
aimed at peopbe. aged 65 and over. who rarety see anyone frorn week to week or need a little extra
support to get out for the dav.
The group offers an opportunity to meet others over lunch and enjoy actNities together. Our group5
are Cur￿ntlY based in the north of Bury. Pre5twi¢h, Whitefield and Radcliffe. We can offer transport,
and we provide a lovety two course meal provrded by local caterin8 organisations.
arltyshops
Led by Debbie Sellers IR*all De￿kpftxfit Manaprl: Lynn Curley (Bwy Managerl and Carok Crompton
IRamsbottom Shop MaMÉerl.
Our two charity shops at The Rock in Bury and on Bridge Street in Ramsbortom sell donated goods to
raise funds for our charity and act as a link for the public to access our seNices.
In Au8USt, we found a way to convert donated forei8n, British coins and stsmps into toda(s currency
and we are promoting this to our regular donors.
We continue with embracing claiming gift ald for donations. and thi5 is proving very successes slnce
it was installed in October 2022.
Crown Oil continue to support and donate raffle prizes throu8hout the year.

AGE UK BURY
TRUSTEES. REPORT
led tr•fAltson Wtseman
This service offers SUPPOrt to Bury residents aged 5(>F WI￿ have recently or are being discharged
from Hospital. The service offers people:
Practical a5SiStance to settle safely back at l￿ffle
Information and Advice
Support applying for benefrts
Support with housing appliotbons where it is apparent rn0￿ suitsble housiTrd is essential
Si8np05tin8 to access Other community services
Initial essential and short-term support with grocery shopping
Initial essential and short-temi support with grocery 5hoppirvJ
Assistance with basic artTvitte5 of daily living
Guidance and often more specific practical support faced by those discharged from hospitsl
Support for Family and signfficant otheTS With what can be challenges when faclng a deterioration
in their loved one's health
Practical support with liaisin8 With other professiona15 including a5Si5tance navi8atin8 "the
system"
Ongoing weffare checks
With ftinding received from Bury Council in conjunction with the NHS for March 2023/April 2024, the
servio could continue for a fvrther year. Alison Wiseman. Service Manager commenod in the role
December 2022 with Sophie Dickson and Annette Allan recTUited as Seplice Officers {Februèry and
May 2023 respectively).
The priorities for the first six months were to establish a presence in the hospitsl. develop
relationships with other professionals and commence implementation of the new servio to
Complime￿ what is alrea(ty in place.
We are grateful for the supwrt of Bury VCFA. Bury Council. and Ahmed Ajmi, Strategic Lead.
Integrated Commission1￿ for meetir* with us on a bi-weekty basis to discuss through issues raised
in the development of the servi￿. Speaal thanks also go to Catherine Wilkinson. Adam Bradley and
the staff of Fairfiekl Hospital.
We assist and offer support:
Detailed initial home vtsit and full dient assessment cornpleted
Deterniined the need for Carelink falls sensorwrist alami, to support falls risk and referral made
Support to refer for footcare a5 a home visit
Prescription ordering and collertion to ensure the medKation management is delivered to the
client
Di5CU55i0Tr5 and information about accessing the community With a5SiStance
Optical home review accepted. and ieferral made
Benefits check referral mode

AGE UK BURY
TRUSTEES, REPORT
Environmental assessment support
Referral to GP for a full medication review
Our Home from Hospital Service and Handyman servi￿ work very closely together and share office
space at Dumers Lane Community Centre. A)1 key safe referrnls are now made via the Home from
Hospitsl Team. Thi5 ensures 3 standardtsed and consistent approach to referrals which in turn
creates a rn0￿ responsive and effective servi￿. Positive feedback has been receNed from our
customer
TheJubAlee Centre
Led by Lindsay Rowley (Offio Managerl 8ookkeeperl and Karen Ashton (￿è &Jpervi50rl
The Jubilee cent￿ is a unique facility. providin8 a café service and activity centre for people 50tr and
their carers in Bury. It is situated in Clareno Part Overlooki￿ the lovefy Lido.
A normal week's artivities include:
• Yoga
• Short-mat bowlirv
• Fit for Life Exercise
• Pilates
• Chair-Based Exercise
. Community Choir
• Dance, Fit, Fun (Women Only)
Men's Onty Keep Fit
• Knit and Natter
• A Bingo and Quiz Afternoon
• Tai Chi
• Sequence Danung for Beginners
. A Tea Dance Afternoon
• Line Dancing
. Footcare Clinic
We are extremely 8rateful to:
Our tutors - Melanie Ma50n. Diane Askew. Sian Edward5-Davies. Debs Ca55ar-Egan. Andrea
Lynette-Youn& Malcolm Brister and Sue Johnson
Marlon Schofield for leading the Knit and Natter group
Dougie Warrin8ton of Phoenix Footcare is dedicated to addressin8 the foot care needs of
indivlduals
Anne. Jean and Nigel for lookin8 after the Jubilee Garden
Our volunteers in the café arrtl centre
Our café remains a5 busy as ever throughout the whole year. We are extremefy grateful to our team
of excellent volunteers who allow us to continue table seryice. which was first brought In during the
¢ovid restrictions for hospitality.
The Jubilee Centre ran two "Living Ltfe to the Fuif courses to support people to tackle PToblems.
build confidence. feel happier. stay calm, addre55 upsetting thinking.

AGE UK BURY
TRUSTEES, REPORT
With funding from the Bury Health Improvement Fund. we were 3ble to offer Men's Only Exercise
class and new classes began in April 2023.
Our day trips were able to stsrt again and our Chair, Joan o￿an1std excellent trips to York, Cheshire
Oaks and Boundary Mill.
Christmas returnefl to its foTher 5plendour. This included the return of the Radcliffe Male Voi
Choir to launch our Christmas, four days of serving Christmas lunches in the conservatory café and
pèrties for our Tea Dancers and Line Dancers. We added a "Jacob's table", an event where everyone
brings a contribution of food. to our festive celebrations.
Dumeys Lane Communitycentre
Led by Sue Bradley
The property at 245 Dumers Lane was a former library. run by Bury Council. It had been taken over
by "Friends" group. but they were unwilling and unable to continue their operotion after the Covid
lockdown. Age UK Bury came to rescue and took over the lease.
With funding from The Peel Group Foundation. the centre was cleaned up. painted and refurbished.
A new Welcomi￿a Si8n was put outside the centre and the security fence was erected to deter
vandalism. New chairs and tables We￿ purchased to give the centre a warm welcoming feel to
visitors.
The Centre is ideal for small group work. It became the home of our Radcliffe Friends Together group
which meets every Thursday. Two cluster 8roups. comprising of people who Irrfe very close by, began
to meet on Tuesdays and Fridays. The Phoenix footcare seNice offers appointments on Wednesday&
The fir5t-Iloor office space 15 home to our Service. Befriendirs and Home from Hospital
teams.
In re-estsblishing the centre, we are reaching out to local partners to look at how we can best work
with residents to develop small groups of I￿12 people.
We are very grateful to the Peel Group Foundation for their support wlth the redevelopment of the
centre for residents in Radcliffe and Redvales.
Promotlw our ser¥ke
Our monthly email distributed through Mailchimp software is circulated to 7tM) subscrfbers and
increasing each month.
We update 230 followers on Facebook and 2,150 followers on Twitter with news about our services
in Bury.
Our V￿b$ite is available at www.a8eukbury.or8.uk and we womote our services through 8008le
search engine.
io

AGE UK BURY
TRUSTEES, REPORT
OUR PRIORITIES FOR 202>2025
It is reco8nised that there are many challenges and opportunities for local independent charities.
Our priorities are=
to maintain and develop the work we are already carying out:
to achieve a budget that ensures expenditure does not exceed income and increase the level of
reserves at a level of six months running costs.
to maximise income from the Jubilee Centre and Tetail shops and identify altematwe fvndlng
streams.
to explore and bid for pieces ol work that complement our aims and our ways of workin8 and
attrart funding for core-COSts:
to ensure good governance to limit risk to the organisation and our work.
to have a point of contart in each locality in the borou8h by 2025" and
to maintain and improve dialogue with people 50F in Bury and strengthen communications
within the organisation.
THANK YOU
We would like to thank the followi￿ for iheir support to our charityover the year:
Bury Council for fvnding Friends Together. The Befriending Proje¢ Infom)ation and Advice,
Handy Person Service, Key Safe service and Health Improvement Grants and the distribution of
Household grants project:
IOGM Home from Hospital Tar8eted I￿eStment Fund & GM ICP for support to the Home from
Hospital Service.
National Lottery- Awards for All for support to the Keeping in Touch telephone serviee:
Health and Social Care transformation funds. administered trrf 8ury VCFA to support our Handy
Person Service;
The Peel Group Foundation lortheir support to Dumers Lane Community Centre.
A8e UK Cost of Living Grant & Winter Health Grant: and
CABB for their works with the Energy Saving project.
We give our special thanks to the families and friends wlx) gave donations In memory of their loved
ones throughout 202312024.
We express our gratitude to all individuals who consistently supp)rt Us by participatlon In our 100
Club.
li

AGE UK BURY
TRusfEES' REPORT
We realty app￿Ciate the kindness we have received from the followirg people and organisations:
. A8e UK and local A8e UK5 throughout G￿ater Manthester and the North-west
• Asda Foundation
Avasarni
• Bury Council
• Bury Older People'5 Staying Well Team
• Bury Society for Blind and Partially Sighted People
Bury Voluntary, Community and Faith Allian
• Chapter of Unanimity
• Crown Oil
. Friends Of (la￿n￿ Park
Greater Manchester Poli
Healthwatch Bury
• Horsfield and Smlth
Moving on Together
Northern Care Alliance
• Phoenix Footcare
Raddiffe Male Voice Choir
Rawtenstall & Distrirt Senior Citiiens
. Rotary aub of Bury
The most valuable ￿$oUrceS we possess are our people. We extend our heartfelt gratitude to our
stsff, volunteers. fundraisers. and tutors for the unwavering support they have provided to us and to
one another over the course of the year.
FINANaAL REVIEW
The trustees of Age UK Bury hold reserve5 forthe purpose of
al Ensurin8 consistency for those who use and depend on our sep4ices;
b) Responding to shortfalls in fundi￿ or unexpected events to protert or redesign Servi￿5.
cl Maintaining a degree of independence from the statutory sertor. and funders in general. to allow
the charity to set its own agenda to meet the local needs of people INing in Bury.
The aim 15 to achieve a level of reserves that is equivalent to at least three months running costs. The
free reserves {total reserrfes less fixed assets) on 315t March 2024 stand at £78.296 which is
equivalent to nJnnin8 costs for two monihs. This is a reduction on the p￿VIouS year. As with all
charities in the current Cost of living Crisis, cashflow has been squeezed by increasing runnin8 costs
and a reduction in available funding. Over the next financlal year, the trustees alm to Increase the
free reseNes and have plans in plao to do thi
12

AGE UK BURY
TRUSTEES, REPORT
STATEMENT OF ThusfEES' RESPONSIBIUTIES
The trustees (who are atso the directors of Age UK Bury for the purposes of company lawl are
responsible for preparing the trustees, report and the financial ststements in accordance with
applTrcable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted
Accounting Practice). including FRS 102 Tre Financial Reporting Stsndard applicable in the UK and
Republic of Ireland".
Company law requires the trustees to prepare financial statements for each financial year. Under
company law the trustees must not approve the financial ststements unless they are sat15fied that
they give a true and fair view of the state of affairs of the charitsble company and of the incoming
resources and application of resources, includin8 ts income arHI expenditure. of the charitable
company for that period. In preparing these financial statements. the trustees a￿ required to:
select suitable accounting polic￿$ and apply them consistently;
observe the methods and principles in the Charrties SORP;
make judgements and estimates that are reasonable and prudent:
state whether applicatrAe accounting standards, comprising FRS 102 have been followed, subject
to any material departures disclosed and explained in the financial statements.. and
prepare the financial statements on the going concern basts unless it is inappropriate to p￿Sume
that the charitable company will continue in busines5.
The tnJstees are ￿sponsible for keeping proper accounting records that can disclose with
reasonable accuracy at any time the financial position of the charbtable company and enable them to
ensure that the financial statements comply with the Companie5 Act 2C(6. They are èlso responsible
for safeguarding the assets of the charttable company and hence for taking reasonable steps for the
prevention and detettion of fraud and other irre8ularities.
The trustees are responsible for the maintenance and inte8rity of the corporate and financial
information included on the charitable company'5 website. Legislation governing the preparation
and dissemination of financial statements may differfrom legislation in otherjurisdirtions.
The annual report was approved by the trustees of the charity on 20 December 2024 and signed on
its behalf by:
J Rees
Trustee
13

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF
AGE UK BURY (YHE COMPANY)
I report to the charity Irustees on my examinat6on of the accounts of the Company for the year erKled
31 March 2024.
ReSpOn￿￿11ft1es and basts of report
As the charivs tnjstees of the Company (and also its directors fi>r the purposes of company lawl you
are responsible for the preparation of the accounts in accordan￿ with the requirements of the
Companies Act 21XJ6 {'the 2(￿ ACY).
Having satisfied myself that the accounts of the Company are not ￿qUired to be audited under Part
16 of the 2CI)6 Acl and are eligible for independent examination. I rep)rt in respect of my examlnatson
of your charivs accounts as carried out under section 145 of the Charities Art 20111.the 2011 ACYI.
In carrying Out my examin*ion I have followed the Dirertlons given by the Charity Commisslon under
section 145(51(b) of the 2011 Art.
Independent ex¥ninee$ statsment
Since the Company'5 gros5 income exceeded £250,(KX) your examiner must be a member of a body
listed in section 145 of 2011 Act. I confinn that l am qualified to undertake examination
because l am a member of ICAEW. which is one of the listed bod*s.
I have completed my examination. I confimi that matters have come to my attention In connection
with the examination 8bvin8 me cause to believe:
l. accounting records We￿ not kept in ￿$[*￿ of ￿e UK Bury as requlred by sectk•n 386 of the
2{￿ Act; or
2. the accounts do Th>t accord wlth those records.. or
3. the accounts do not compty with the &counting reqUi￿rnents of sectk>n 396 of the 2006 Act
other than any requirement that the accounts give a 'true and fair view, whlch is not a matter
considered as part of an independent examination; or
4. the accounts have not been prepared Sn accordance with the methods and prlnaples of the
Statement of Recommended Prartice for accountin8 and reportiWd by chorikne5 (applicable to
charilies preparing their accounts in accordan￿ with the Financial Reportln8 Standard applicable
in the UK and Republic of Ireland {FRS 1021].
I have no concerns and have come across no other matters in connectton with the examination to
which attention $￿Uld be drdwn in this report in order to enable a proper understandin8 of the
accounts to be reached.
IL
Tower House
269 Walmersley Road
Bury
Lancashire
BL9 6NX
Peter Nicol Bsc FCA
ICAEW
2{￿ December 2024
14

AGE UK BURY
STATEMENT OF FINANCIAL ACTIVITIES
YEAR ENDED 31 MARCH 2024
(INCLUDING INCOME AND EXPENDITURE ACCOUNT
AND STATEMENT OFTOTAL RECOGNISED GAINSAND LOSSES)
Unrestricted Restricted
funds
funds
Total
2024
Totsl
2023
Income and Endowments from:
Donations and legacies
Other trading activities
Investment income
Other income
120.421
278,735
10.351
223,684
6.223
344,105
284.958
10.351
9,984
432.013
262,155
3,612
6.720
9,984
Total Income
409,507
239.891
649.398
704,￿X}
Expendlture on:
Raising funds
Charitable artivities
1226,4(61
1267,9441
113,423}
1312.5341
{239.829)
{580,478)
1212.4631
1458,745}
Total Expenditure
1494,3501
1325,9571
1820.307)
1671,2081
Net (expenditu￿)llnCQrne
184,8431
186,0661
1170,909)
33.292
Net movement in funds
{84.843)
{86.0661
I170.￿9)
33.292
Reconciliatlon of fvnds
Total funds brought forward
406.123
154.128
560.251
526,959
Totsl funds carried forward 21
321.280
68.062
389,342
560,251
All of the charitys activities derive from continuing operations during the above two periods.
The funds breakdown for 2023 is shown in note 21.
15

AGE UK BURY
BALANCE SHEEr
AS AT 31 MARCH 2024
{REGISTrATION NUMBER: 07506866)
2024
2023
Flxed a$5ets
Tangible assets
15
246,614
256,542
Current assets
Debtors
Cash at bank and in hand
16
66,104
167,186
14,374
331.632
17
233,2
346,1116
Creditors: AmOuntsfalll￿ due wlthln one year
18
190.562)
142.297)
Net current assets
142,728
303,709
Met assets
389.342
560.251
Funds of the charlty.
Restrlcted Inm funds
Restricted funds
68.C62
154.128
Unrestrlcted Income funds
Unrestricted funds
321,280
406,123
Total fvnds
21
389.342
560,251
For the financial year endiTha 31 March 2024 the charity was entitled to exemption from audit under
section 477 of the Companies Act 2(￿ relating to small companies.
Directors, resFonsibilitie5:
The members have not required the charity to obtsin an audit of fts accounts for the year In
question in accordance with sertion 476: and
The directors acknowledge their ie5ponsibilities foT complying wrth the requI￿rne￿ts of the Act
with respert to accounting records and the preparation of accounts.
The financial statements on page5 15 to 31 were approved by the trnstees. and autI￿rised for issue
on 20 December 2024 and signed on their behalf bw.
J Rees
Trustee
16

AGE UK BURY
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
i Charity status
The charty is limited by guarantee. incorporated in England and Wales. and consequentty does not
have share capital. Each of the trustees is liable to contribute an amount not exceedin8 El towards
the assets of the charity in the event of liquidation.
The address of its registered office is-.
The Jubilee Centre
M051eyAvenue
Bury
Lancashire
8L9 6PQ
2 Account1￿ policies
Summary of slznlficant acc¢)untln8 pollcles and key accountSng estlmate5
The principal accounting policies applied in the preparation of these financial statements are set out
below. These policies have been consistently applied to all the years presented, unless othen¥ise
ststed.
Statement of compllance
The financial statements have been prepared in accordance with Accounting and Reporting by
Charities: Statement of Recommended Prnrtice (applicable to chartties preparing their accounts in
accordance with the Financial Reportin8 Stsndard applicable in the UK and Republic of Ireland IFRS
10211 (issued in Ortober 2019) - (Charrties SORP IFRS 1021), the Financial Reporting Standard
applicable in the UK and Republic of Ireland IFIiS 1021 and the Companies Act 2(M)6.
Basts of preparallon
UK Bury rneets the definition of a public benefft entty under FRS 102. Assets and liabilities are
Initially recognised at historical cost or transaction value unless otherwise stated in the relevant
accountin8 policy note5.
Going toncem
The financial statements have been prepared on a 80ing cOn￿rn basts.
The trustees assess whether the use of 80ing concem Is appropriate i.e. whether there are any
material uncertainties related to events or conditions that may cast significant doubt on the abilty
of the charity to continue as a going concern. The trustees make this assessment In respect of a
period of one year from the date of approval of the financial statements.
Incorne and erKlowrnents
Voluntary income including donations. gifts. legacies and grants that provide core fvndin8 or are of a
general nature is recognised when the Charity has entitlement to the income. it is probable that the
income will be received and the amount can be measured with suffJ¢*nt reliability.
17

AGE UK BURY
NOTES TO THE FINANCIAL STATEMENTS
FOR THEYEAR ENDED 31 MARCH 2024
Donatlons qndlego¢les
Donations and le8acies are recognised on a receivable basis when r￿lpt is probable and the
amount can be reliably measured.
Gronts recelvoble
Grants are recognised when the charty has an entitlement to the fvr*ds and any conditions linked to
the grants have been met. Where performance conditions are attached to the grant and are yet to
be met, the income is recognsied as a liability and included on the balance Sheet as deferred income
to be released.
Donatedseryi¢es ondfv¢ilitles
Gifts and intangible income is included at the cost of the donor, where this cost is not known
precisety an estimate of the value of such gifts is included in donations.
Time gwen by volunteers is not included at a value.
Expeftdlture
All expenditure 15 recogni5ed once there 15 a legal or coThstrurtive obligation to that expenditure, it 15
probable settlement is required and the amount can be measured reliabty. All costs are allocated to
the appliable expenditure heading that aggregate similar costs to that category. Where costs cannot
be directly attributed to particular headings they have been allocated on a basis consistent with the
use of resources, with central staff costs allocated on the basis of time spent. and depreciation
charges allocated on the portion of the os5eVs use. Other support costs are allocated based on the
spread of staff costs.
Raislnofvnds
These are costs incurred in attrarting voluntsry income, the mana8ement of investments and those
incurred in trading artrrfities that raise funds.
Charitable expenditure comprr5es those costs incurred by the Chority in the delivery of its activitie5
and services for its beneficiaries. It include5 lyoth costs that can be allocated dI￿rtIV to such
activities and those costs of an indirect nature necessary to support them.
Support costs
Support costs include central functions and hève been allocated to activity cost categories on a basis
consistent with the use of resources for example. allocating property Costs by floor areas, or per
capita, staff costs by the time spent and other costs by their usage.
Gtwernante costs
These include the costs attributable to the Charitys compliano with constitution?1 and statutory
requirements. including audit, strategic management and Trustee's meetings and reimbursed
expenses.
18

AGE UK BURY
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
Taxation
The charity is considered to pass the tests set out in Paragraph I Schedule 6 of the Finance Act 2010
nd therefore it meets the definition of a charitable company for UK corporation tax purposes.
Accordingly. the charity is potentially exempt from taxation in respect of income or capital gains
received within categories covered by Chapter 3 Part 11 of the Corporation Tax Act 2010 or Section
256 of the Taxation of Chargeable Gains Art 1992. to the extent that such income or gains are
applied exclusively to charitable purFKsse5.
Tangible fiyed assets
Individual fixed assets are inltially recorded at cost. less any subsequent accumulated depreciation
and subsequent accumulated impairment10sses.
Depre¢latlon and aMort￿(ln
Depreciation is provided on tangible fixed assets so as to write off the tost or valuation, le55 any
estimated residual value, over their expected usefvl economic life as follows:
Asset Class
Freehold properties
Jubilee Centre equipment
Office equipment
Motor vehicles
Alterations to Landlord's property
Deye¢latlon method and rate
4% straight line
2% straight line
20% straight line
25% straight line
I[￿ strai8ht line
Debtors
Debtors are amounts due for ser¥ices perfornied in the ordinary course of business.
Debtors are recognised initially at the transaction price. They a￿ subsequently measured at
arnortised c05t Using the effective interest method, less provision for impalrn)ent. A provision for the
impairment of debtors is established when there is objective evidence that the Chartty will not be
able to collert all amounts due according to the original temis of the receivables.
Cash and cash equlvaknts
Cash and cash equivalents comprise cash on hand and call deposits. and other short-term highly
liquid investments that are readity convertible to a known amount of cash and are subject to an
insignificant risk of change in value.
19

AGE UK BURY
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
Trade credltols
Trade creditors are obligations to pay for goods or Servi￿ that have been acquired in the ordinary
course of business from suppliers. Accounts payable are classified as current liabilities rf the charity
doe5 not have an unconditional right, at the end of the reporting per￿￿. to defer settlement of the
creditor for at least twelve months after the reporting date. If there is an unconditional right to defer
settlement for at least twelve months after the reporting date. they are presented as non•current
Trade creditors are recognised initialty at the transartion price and subsequently measured at
amortised cost using the effective interest method.
Fund strurture
Unrestricted income funds are general funds that are available for use at the trustees discretion in
furtherance of the objectives of the charity.
Designated funds are unrestricted funds set aside for specffic purposes at the discretion of the
tru5tee5.
Restricted income funds are those donated for use in a particular area or for specific purposes, the
use of which is restricted to that area or purpose.
Penslons and other post retiremnt obli8attons
The charity operates a defined contribution pension scheme which is a pension plan under which
fixed contributions are paid into a pension fund and the charity has no legal or constructive
obligation to pay further contributions even if the fund does not hold sufficient assets to pay all
employees the benefits relatin8 to employee seplice in the current and prior periods.
Contributions to defined contribution plans a￿ recognised In the Statement of Fsnanaal Activlties
when they are due. If contribution payments exceed the contfibution due for service. the excess Is
recognised as a prepayment.
Finandal instruments
Financial assets and financial liabilities are ￿08n15ed when the charity becomes a party to the
contractual provisions of the instrument.
Financial liabilities and equity instnjments are classified according to the Substan￿ of the
contractual arrangements entered into. An equity instrument is any contract that evidences a
residual Interest in the assets of the tharity after deducting all of its liabilities.
20

AGE UK BURY
NOTESTOTHE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
All financial assets and liabilities are iDitialty Measu￿ at transaction price (including transaction
costs), except for those financial assets classified as at fair value through profit or loss. which are
initially measured at fair value {which is normal￿ the transattion price excluding transaction costs).
unle55 the arrangement constitutes a financing transaction. If an arrangement constitutes a
financing transartion, the financial asset or financial liability is measured at the present value of the
future payment5 discounted at a market rate of interest for a similar debt in#rument.
Financial assets and liabilities are only offset in the statement of financial position when. and only
when the￿ exists a legally enforceable right to set off the recognised amounts and the charity
intends either to settle on a net basis. or to realise the asset and settle the liability simultaneousty.
financial assets are derecognised when and onty when a) the contractual rlghts to the cash flows
from the financial asset expire or are settled. bl the charity transfers to another party substantiallv
all of the risks and rewards of ownership of the financial asset. or cl the charity, desplte having
tained some, but not all, significant risks and rewards of ownership, has transferred control of the
asset to another party.
Financial liabilities are dereco8nised only when the obligation specified in the contract is dischar8ed,
cancelled or expires.
21

AGE UK BURY
NOTES TO THE FINANCIALSfATEMEKrs
FOR THE YEAR ENDED 31 MARCH 2024
3 Income from dofiat￿ and lewles
funds
General
Restricted
funds
Totsl
funds
Grants. including capital 8rants:
Grants receivable
59.927
60,494
19),641
33,043
250,568
93,537
Committed giving
Total for 2024
120,421
223,684
344,105
Total for 2023
96.177
335.836
432,013
4 Income from other trad1￿ actlvliies
Unrnstrlcted
funds
General
Restrlcted
funds
Total
funds
Trading income:
Shop income from sale of donated goods and
services
136.111
136.111
Events income:
Food sales
Fundraising events
142,624
6,099
124
148,723
124
Total for 2024
278.735
6.223
284.958
Total for 2023
249.891
12.264
262,155
5 Investment income
funds
General
Totsl
funds
Interest receivable and similar income:
Interest recewable on bank deposits
10,351
10.351
Total for 2024
10.351
10.351
Total for Z023
3.612
3.612
22

AGE UK BURY
NOTES TO THE FINANCIAL sfATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
6 Other Income
Total
lunds
nds
Renlal income
9,984
9.984
Total for 2024
9,984
9.984
Totsl for 2023
6.720
6,720
7 ExPendI￿re on ralsingfunds
a) Costs of tradlry actfvltle5
Unrestrlct¢d funds
Totsl
2024
Total
2023
Deslgnated Genernl
funds
Costs of 8oods sold
Staff Costs
Legal fees
Depreciation. amortisation
and other Similar costs
Other direct costs of
activities for generating
funds
70,892
101.357
717
13,391
84,283
101.357
717
74,479
84.984
959
959
1.978
52,481
32
52.513
51,022
959
225.447
13.423
239.829
212,463
8 Expendlture on ¢harltsble actl¥itles
Restrlcted
funds
Totsl
2024
stsff costs
Allocated support
Costs
191,679
268.564
460,243
7,926
63.472
4.867
43.869
ioi
115,267
4,968
Goverftan￿ costs
7.926
260,018
312,534
580,478
23

AGE UK BURY
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
Unre5trirted
funds
General
Restrlrted
funds
Total
2023
Note
Staff costs
148.829
66.169
4,877
202,049
36.794
27
350,878
102.963
4,904
Allocated sUPPOrt costs
Govemance costs
219,875
238.870
458,745
Unrnstrlrted funds
Deslgnated General
Restrkted
Total
2024
Total
2023
Advi
Friends Together
Jvbilee and Dumers lane
58,425
64,342
189,767
58,425
64.342
467,711
66,644
61,409
330.692
7.926
270,018
7,926
270.018
312,534
590,478
458.745
Included in the expenditure analy5ed al)ove. there are governance costs of £4,96812023 - £4.904)
which relate directly to charitable activities See note 9 for further details.
9 Analysls of £ov¢mance and support Costs
Governance ¢05ts
funds
General
Rertrlcted
funds
Totsl
funds
Independent examinerfees
Examination of the flnancial ststements
Legal fees
1,387
ioi
Totsl for 2024
4.867
ioi
4,968
Totsl for 2023
4.877
27
4,904
24

AGE UK BURY
NOTES TO THE FINANCIAL sfATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
10 Net incominglo1rt801￿ resources
Net loutgoingllincoming resources for the year include:
2024
2023
Depreciation of fixed assets
959
1,978
11 Trustees remuneratlon and expense5
No tru5tee5. nor any persons connected with them. have receNed any remuneration from the
charty during the year.
No trustees have received any reimbursed expenses or any other benefits from the charity during
the year.
12 Staff costs
The aggre8ate payroll costs were as follows:
2024
2023
stsff costs durlng the year were:
Wa8es and salaries
Social security costs
Pension costs
524.188
29,231
8,181
409,387
19.IlJ)
7.375
561.6CO
435.862
The monthly avera8e number of persons linduding senior management / leadership team)
employed by the charity during the year exp￿Ssed as full time equivalents was as follows:
2024
2023
No
Senior executNe
Direct charitable work stsff
Administrative staff
26
26
30
30
No employee received emoluments of MO￿ than £60.￿) durire the year.
13 Independent examlner'5 remuneratlon
Z024
2023
Examination of the financial statements
3.480
3.325
25

AGE UK BURY
NOTES TO THE FINANCIAL sfATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
14 Taxatlon
The charity is a registered charity and is therefore exempt from tsxation.
15 Tanglble Ilxed assets
Land and
buildl
Furnlture and
equipment
Motor
vehicles
Totsl
At l April 2023
480.513
117,086
36.614
634.213
At 31 March 2024
480.513
117,086
36,614
634,213
Depreciatlon
At l April 2023
Charge for the year
237,660
5.907
104,539
2.879
35.472
1.142
377.671
9.928
At 31 March 2024
243.567
107,418
36.614
387,599
Net book value
At 31 March 2024
236.946
246.614
At 31 March 2023
242.853
12.547
1.142
256,542
16 Debtors
2024
2023
Trade debtors
Prepayments
Other debtors
49.379
10.466
6.259
7.645
5,509
1.220
66.104
14.374
17 Cash and cash equfvalents
2024
2023
Cash on hand
Cash at bank
6,829
160,357
7.825
323.807
167.186
331,632
26

AGE UK BURY
NOTES TO THE FINANCIAL STATEMENTS
FOR THEYEAR ENDED 31 MARCH 2024
18 Credftors: a￿￿￿Trts fall6￿ due withln one year
2024
2023
Trade ¢￿ditOrS
Other taxation and Social security
Accruals
18.983
32,424
39.155
7.658
19,829
14,810
90,562
42.297
19 Obllzatlons under leases and hlre purdw contracts
Operatlng lease tommltments
Total future minimum lease poyments under n01Kan￿lIabIe operatin8 leases are as foll0v￿.
2024
2023
Land and bulklln8S
Within one yeai
Between one and five years
15.675
15,675
13.5LM)
15.675
29,175
20 Pen51on and other 5d￿Me$
Deftned contrlbutlon penslon S¢￿Tr
The Charity operates a defined contribution pension scherne. The pension cost charge for the year
represents contributions payable by the Charity to the scheme and amounted to £8.18112023 -
£7,375).
There were no outstandin8 or prepaid contributlons at either the beginning or end of the
financial year.
27

AGE UK BURY
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
21 Funds
Balan¢e at
i Aprfl
2023
Balance at
31 fvlarch
2024
Unrestrfcted
Genefal
149.581
409,506 1485.4641
4.673
78.296
De￿9￿Ote￿fvnrfS
Fixed Asset Fund
256.542
(8,8851
(4.6731
242,984
Total unrestrlcted
406.123
409,506 1494,349}
321.280
Restrfrted
Friends tO8ether
Information & Advice
Befriending
Handyperson
Health Improvement
Fund
80,179
60.991
36.302
45.
172,8521
{48,449}
130,6721
{45.1091
7,327
15,363
23,142
13.C66
2.821
17.512
12,266
75S
I1,0￿)
118.5211
(1,6021
(8.8791
iio,(xo)
1,037
118,C67)
98
Keeping in Touch
Defibrillator
454
2C
1,5CX)
10.394
Dumers Lane
9.574
lo.￿)
11,089
Age UK- cost of INing
Age UK- winter voucher
scheme
Home from H05Pital
Building Fund
Il￿,c
{88.3551
11,993
2,514
2.514
154,128
239,891
{325,9571
68,(￿2
Totsl fvnds
560.251
649.397
1820,3061
389,342
28

AGE UK BURY
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
Balance at
l April
20Z2
Balance at
31 March
2023
Incomlw Resources
Unrestrl¢ted
General
471.962
349.680
1417,4021 (254,659)
149,581
Designated
256.542
256.542
Total unrestrfrted
471.962
349.680
1417.4021
406,123
Restrlcted
Friends together
Information & Advice
Befriending
Groundwork
79,380
44,087
6.202
{79,2691
(41.2661
(31.7041
(910)
1470)
(52,8CKII
Iiii)
2.821
17.512
43.014
910
Cancer pathway
Handyperson
ealth Improvement
Fund
470
3,376
61,6￿)
12,266
4.495
2,732
13.740}
117,124)
113)
755
Keeping in Touch
Events with Funding
Defibrillator
I1.￿3
2,889
13
2(Ki
2C(I
Dumers Lane
Age UK- cost of living
4ge UK- winter voucher
scheme
20,758
io,(
16.510)
14.6741
9,574
io,IKrf)
Wome from Hospital
120.(MJ)
120,¢MJ)
1253.W6}
100,C(M)
54.997
354,820
11.883)
154,128
Totsl funds
526.959
704.5(KI
{671.2081
560,251
The specific purposes for which the funds are to be applied are as follows:
29

AGE UK BURY
NOTES TO THE FINANCIAL STATEMEKrs
FOR THEYEAR ENDED 31 MARCH 2024
General Fund
The free reserves after allowing for all desi8nated funds.
Designated F￿ed Asset Fund
This fund represents the net book walue of fixed assets already held. Whilst the value of these
assets is included within the total funds of the charity. they do rM)t represent liquid/expendable
amounts and should ￿ segre8ated accordin81y.
Restrlcted Funds
Friends Together - this service is supported by a grant from Bury Council. This funding is
restricted.
Informatlon al￿ Ad¥lce - this service is supported by the Grace Rigby Trust. which is
administered by Bury Council and Cost of Living Grants from Bury Council. This funding is
restricted.
Befrfendlng- this service is SUPPOrted by the Grace Rigby Trust, which rs administered by Bury
Council. The Keeping in Touch telephone 5ercie was supported by Awards For All. Grants and
fundraising for these services are restricted.
The Handy Pern?n 5ervke this service is supported by the Grace Rigby Trust, which 15
administered by Bury Council. Thi5 funding is restricted.
Health Impro¥ement Fund - is a projert funded by Bury Council which aim5 to help people
improve their physical and mental health. Thi5 fundin8 is re5trirted.
The Defibrlllator Appeal - this is an appeal to instsll a new defibrillator and case on the exterior
of the Jubilee Centre. This funding is restricted.
Dumers Lane - this Centre is supported by the Peel Group Foundation Trust for the
development of the Dumers Lane Centre. This fvnding is restficted.
Age UK Cost of Uvlng Fund - this Is a 8rant from our national partner. Age UK to support the
running of the Jubilee Centre in April 2023 - March 2024 to ensure its sustainability and
development. This funding is restricted.
Age UK Vrinter Vowher Scheme - this is a one-off scheme to support older people with srnall
payments for food. This funding is restrirted.
Home from Hospltal Servke - this service was supported by the 10 GM Targeted Investment
Fund with £20,CKKI grant to set up a new service at Fairfield Hospital. Funding of £IOO,(KKI was
received from Greater Manchester Integrated Care Partnership to run the srvice from April 2023
to March 2024. This funding is restrirted.
We are very grateful to all our funders for their support to our work.
Controlllrrf entfty
The charity is controlled by the trustees who are all dirertors of the compony.
30

AGE UK BURY
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
22 Analysis of net assets between funds
Total fund5 at
31 March
2024
Unrest1kt￿ funds
General
Restrfcted
funds
Tangible fixed assets
Current assets
Current liabilities
242.984
3.630
64,432
246,614
233,2
190.5621
168.858
190.5621
Total net assets
78,296
242,984
68,062
389,342
Total fvnds at
31 March
2023
UnreStrIrt￿ funds
General
Designated
Restrlcted
funds
Tan8ible fixed assets
Current assets
256,542
256.542
346,C
142.2971
191.878
142.297)
154.128
Current liabilr(ies
Total net assets
149.581
256,542
154,128
560.251
23 Related partytransact
There were no ￿lated party transactions in the year.
31