Age UK Dorchester (A Charilable Company Limit•d by GuaTrnl•el Annual Report and Financial Statements For the Year Endod 30 March 2023 Company Number. 07614504 Charity in England and Wales Ilwnbw. 1142519 DARKIN MILLER uMifED CHARTERED ACCOU1￿AKrS 24E DEVEREL ROAD CHARLTON DOWN DORCHESTER DORSET ACIXCSM9" 22112r2023 C(YAPANIES HOUSE #223 Age UK Dorchester Financial Statements for the Year Ended 30 March 2023 Conlants PAGE Reference and AdminislratNe t)elats Trustees, Repx¥l 2-10 Independenl Examinets. Report to TfLtstees arwj Membe Statement of Financial Aclivilies 1Z Balance Sheet 13 Statement of Cash Flo￿0 14 Notes to the FinancHI Statements 1&23 Age UK Dorchester Financial Statements for Year Ended 30 P•larch 2023 Reference and Adminstrativo Detalls Trnstees and Dlrectors Mr S Cliffor Or D Evans Mrs J H￿se Ms H Paknner Mr S Gibbor Mr R Maughan Chlel Executlve and Conwny Secretary Mr D Th)rp (Reshjned 51h September 2022) Mr5 T L￿ IStsrte¢l 5th September 2022) Principal Office and Registered Office" Units 1&2 5 Crown Square Poundbury DT1 3EN Charity Tradlng Name External Examinero Dartin Miller Limited 24e Deverel Roal Charlton Down DT2 9UD Bankers CAF Bank Limited 25 Kings Hill Avenue Kin9s H￿1 Wesi Mallirvj Kenl ME19 4JQ Age UK Ik+r¢hester Truslee Di￿￿015. Report For th8 Y&ar End8d 30 March ￿23 The Tru51ees ate also the d¥e¢tots for tr* purpw of company lawl are pleased to present the annual report ￿ financsal statements for the perKMJ ended 30 Manh 2023. The provisions ofthe Statement of Recommended Practice'A£uJuntnJ and RetxKling by Charii*s' ISORP FRS 102- implemented 1 January 2015) have been adopted in wepai¥vJ the annual reF*yl and fman(#al ststements ofthe charity. STRUCTURE, GOVERNANCE MD MANAGEMENT Goveming Document and Const(Qthion Age UK Dor¢hestw Ltd is a regtstered charity. ctkiiity numt>er 1142519. and a compary limited by guarantee, c(Nnpany number 07614504. The (thanws regstèred office is Units 1&2, 5 Crown Square. Pcwjndbury. Dorset. DT7 3EN. The maximum liabqity ofeath member is limited lo £1. At 30 IAarch 2023, the company had S members. 5 of wthom were akn the charitys TNstee DiTector5. Age UK Dorche51er was incorpcrdted as a compaThy limrted bygu¥ante8 on 26 Aprd 2011. Recfuitment arwj Appowthent of T￿￿tee$ The TTLtstees S￿ also the Directots of the c*Jmpanyfor the purposes 0f￿MpanY law. The Tnjstee Board must consist of al least three Tntsiees. Trustees are appoirfed for lem)s of 3 and 8t the end ofthe 3 years may offer themsefves for reo*dion tylhe members of Age UK Dorchester rf they sh to do so in accordarEce the companYs AJt"des of Association. In addition. the Trustees may from lime to lime appoint any member as a TFUStee to either fill a casual va(ancy or add to th8ir numb8r. No other p￿sOrts cf bodies exiemal to Ihe enliued to aP&￿t pe￿onS to the Trustee 80a￿. The followiTh3 peoF4e Trustees oltht dwrity duriNJ the tWKNI and since the pericNI end". Mr N Bundy . Mrs J Matth9*8 Mr N J Plyde Mrs C Naugmon Mr D Staples Mr C Keenan MTS S Joyce Mr S Clifford Mrs J House Dr D Evans Ms H Palmer r S Gibbons Mr R Maughan (Chair) Resigned November 21Y23 Resigned Octo￿r 2022 R6signed Odober 2022 Resigned October 2022 Cwted January 2023. Resigned September 2023 CtsoNed 15 Jun& 2022. ReSI9￿d Oclob8r 2023 Reswed Novemt*r 2023 (Chairl Ctropted June 2023 IWKe Chaw) C￿p￿j Wl 2023 CLw)led June 2023 Cwled June 2023 Indudion Twstses Ne￿Y appointed Tfustees are provtded WTth an indUC￿n to Age UK Dorchesler aThJ are mentored by eslablished TnKslees as necessary. Responsibilty for strategy. c(Nporate governan￿ antl revvw Iw with Ag8 UK Dorthesterfs Iwslees (who also ￿1 as d￿eCt0F5 of the company). The trustees meet every monlhs. in order to uTrJertake these T0￿s. Implementation of str*egy aThJ Oty, &8 well as da￿t￿ nInnW￿ of the charity was delegated lo ts chief executive officer. who. along with members of staff and nearly 200 volunteers, ensured Ihat the servi￿$ prov*Jed meet Ihe ￿1$ of the older population ￿ the seNice Age UK Dorchester TNstee Directots. Rewxt For the Year Ended 30 March 2023 The key managom8nl p8rsonn81 for th8 rxwisalion is the ch￿ Exetsjlive Officer. The salary18vel was sel followng a review of simlar 5Th1 Age Ults in the area in 2021. sI￿e then the ChEf Executive Offi(w has re￿w¢d ¢ost of livmg incxeases CC￿s151e￿t the west of the staff grDUP. Ag8 UK Dorchester 0￿)$ 40% of a trading subsidk4ry (with Age UK Boumemouth and Age Concern North Dorset group} Age Concern in Dorset Ltd. trading company dormart during 2021122. Age UK Dor¢he$tsr also ovms 50% Iwith Age UK 8ourr*rrnuth. Pcde and East Dor5etl of a second trading subsidiary, Age UK Dorset Entefpyises Ltd. *thi¢h was ino)wated as a private limited company on 10 Marth 2016. Thbs comparry w)n the Commiss￿ed seyvice for st￿n￿lation Therapy and the contract commenced on Ihe 1st hpril 2021 3 years *ith ￿ opthjn to extend for up to an addrtK)nal pefiod of 2 years. R•sk Management The major risks to 7hlKh chawity 1$ exposed Kl8nlif*d arKI re¥V￿Qd by the Iwstees. procedures established to manayo thes6 nsks. sk management pr￿ethIres a￿ set in inlemal polry and procedure dooJmentatK)n. The charity maintains appropriato levels of insurance. arKI Youliiely roviv•B ils fmancial heath in order to ersure the on•going provision of rts charrtai4e obieclTh*s. Invèstment Management The charity invesled £250.0￿ in a COIF WNPStrnent furwj A1201W19. OBJECTIVES PJ4D ACTMfiES The purp￿£ d tho charty aTrJ Ihe objects for ¥thlx*) it is eslablshed. aThJ io whKh it 15 5peufically restricted. as set txrt in the mem￿ndL￿n of AssLwial¥)n are io iyomote Ihe folmy purposes for the benefit of the pubh"c andlor c4der in and arouThJ OtvseL' p￿ventIng or relieving the p)vety of okjer peokle. advancing educatton, . preventing or relieving sc*ness. disease or in pwle (*theth￿ em0￿, mntsl or physical. promO￿g equality arKI diversty. ' pronM)ting human fwJhts of dder acC&ydan￿ with Ihe Unb¥usal Deckntion of Human Rights. ' assisting ohjer PgOF48 in by reason ol iu Wth. i*$a￿tity. finarwl harfship. ￿la1 eXCts￿ or other ¢Jisadvantagè. and . such other charitat4e pU￿oseS for the benefft of dder peoe a5 the Tntstees may from lime to time decide. Thè ou1￿)me d this ba￿9 of the T*e￿￿ of ohyw Summary of CharltsblÈ Aell¥lt Age UK Dorthester impl￿nted a vwied pro3￿￿? in al￿rThent knilh its charhable (knje(a?vÈs throughout the reporting period. Comprehensive informatK•n on these chaiilalle actm.ties ts provided in greater detsil under Ihe"A¢hievements Perfwmwtr" below. Age UK Dorchestef Trust88 Directors. Repc¥l For the Year Ended 30 Marth 2tr23 Publ1¢ Benefft The ￿K￿)￿"ng ￿ar m8rf(ed the mmencement ofa positi¥* tr8nsfom8lKm for Age UK Dwchester under r￿W leadership. The Truste8s, guid8d by Ihe Charbty Commiss•Jn's prir)CiFAes ¢)n pubSc benefit, mebculousty altgned the organisation's aclivibe5 with its Chantable obiectNes during this transfomiabve peri￿. The contenls of this report aTrJ the accompanwryJ att4yJnts reflect a dedicated effort to meel and exceafl benefft r8Wrting fequww)ents. Under the stewardship of new le￿erShip. Agè UK DoTchèster successlulty im*mented a reju4enated progromme designed to fulfill Ihe charitys overdrthing PUfFrf)5e. This kwogramm8. lailor8d to alpn wth the 8volwng nèeds ofth8 communty, plahed a role in Initiafvig po￿ts"¥e change and fostèring a renewed 5en5e of purw)se and 0)mmu￿ am￿ ￿ elderfy ￿￿1&knn. In lifte wilh the commrfmènt to transparency and accounlablity, Trustees havè ènsuréd Ihat thi% report adheres to the highest stand￿ts of pubthc benefft reE￿Ing. The comprehensNe inf￿natiOn provided alk)ws stakeholders ￿gUlatOry b￿J1&S to evaluate the organisation's adhere￿e to its charitable obj8ctivgs and ackMwl8dgos the posAi¥e oulo)rM5 genwatwj for the public under thg tewwd5hip of new lead8rship. Age UK Dorchester has tho followW￿ v*iofft and obi•¢¢ives." Wtsion North. SoLth and West DO￿et is a great pla￿ for dder peoth. %%there they feel valued and can live with th9nity and choice. Where all service provKlers and statutory agencies a￿ seen &8 helpful. supportNe ms . To identify. reswnd and assBt rAder in ￿K1h. SoLrth and West tknet, wtK) are in n8gJ by reason of ill heamh. disabrfty. finan(aal ha￿hry). S￿al exdusion or other dtsadvantsge To build an Organisati￿ that is infkTrential. atlractive. valued and effectNe to ensure we can enaNe older people lo remain independent and enjoy ￿fe . To help older peotde be scaay connecled thr¢xJgh the devewnent of an ¢ryisaknn whKh ' rinancially sUStainat4e through the wu1$￿"On of diverse and ethi￿1 fur•Jirfj slreams . To promote the wellb*"ng of c*aer people by b*xNming a slr*gi¢ pather of the major stslutory. non statutory and VCS oTrJanisations vthlch affe¢t the lives of oldÈr pÈ(* in North. SoLrth and West Dorset To support older ￿pIe lo kn've in their ovm homes for as W as theY￿dn1 and ensurirvJ that dder people5 voKes in North. South 8fKI West DO￿tI are w)dNMluaty and cdlectiv* heard aThJ respond&J to. charit￿s legal purpose (rts obiecbve) is to prThnole the ￿l￿of okler wplè in any marmwwhich deemed by lo be tharitable. at the di8crelM)n of cwjr trustees. We work to identify the fflost significant issues which have an effecl rm dder rwple's knEllbwng, and develop seTh￿S t•thich feel best meet thèse needs. Thè r8lativè tx)w8rs granted to th& oryanisation by th8 cortststul#)n to achieve this indude". . To encourage. promote and organi5e direct ￿￿te$ approwiate to the needs of individual and groups of 0￿er people.. . To join in and COvopeTate with other charities. ¥O￿n* organi5alions ar*J statutory aullKwEti* to achieve Ihe above obj'ective; To promote arKI cary c4Jt research,. and . To arrange and promde meetirgs. *cIv￿, dasses arxl tranirvj. In order to achieve the tharitys awns and objecbves. it aims to be ab* to provKJ& folkmng servK*s across our area of benefit . Wdfare beneffts support . Information and ajvice. lo I￿aude aJ¥cw and signp)sts"ng . Ptysical Heatth antl Mentsl Heallh Suppyt Ag• UK Dorche$tef Trustèè Directorn, Rep For the Year Ended 30 M￿ch 2023 . Suppxxt around Fkjme . Befriending arKI socialisali￿. Handy per50n Demenlia Support . CrN3nitsve Sb'Mulai￿ Thwy in cu¥uncl*)n *ilh Age UK ( Boumemrxth. Poole and East Dotsel ) Last year. our 0ryani8atx￿ used a blerMI of quanlitatsve arml quab'iative methL*ts to assess goal attainment. We regularly re7rn¥ed 5eTvice uptske. measured ouws. atKI mmit0￿￿ quality. AdS￿ble rebjm for Ihe Clwity. Footcare The charity PfPNi¢W operaled din￿ arJoss the area. wovMJiThJ naikcutling Servi￿8. The decision lo close the Servi￿ at the end ol the pr8vKws year rKJt ￿lY diminished thè charivs ablity lo raise fvnds through the service provtsKJn txrt also sgnTrfondy roduced onwi-one interactions wrth servKe users. This loss of direct engagement impacted tr* tharitys capacty to C¥C6S S*3rwst to other seryices. Additionally. many service users relied on foot care clinics for social interac￿n. and Ihis vttal aspecl was disconb"nued. Under the direction of r￿W kadership. the Chanty ts activety monitoring requests for thi5 swice FrfOViSKm and will review Ihe potential to re4ilalise thg Serv￿ in Ihe lulure. Impad and Challen The dosuo of retail and fOOtca￿ ser¥w left dwity thryab￿. rnt or* in terms of incg)me gen8r*ion bul a150 in k)sing ts Visi￿e presence on the high street. The ￿0t￿jary impacts induded redu(¥d pUbl￿lty and advertising OF¢xxlunit*s tlywh shop and (k4very veh•*s. Furthem)0￿, the decision to disconti￿ foot¢8￿ serv¢*s had mumrfaceled eonsequences. indLKling a loss oflundraislro opportunitiès. diminish8d engagement ¥*th swice users. 8nd Ihe removal of a social wrterdction F4aknn. The thwity ackno*ledge5 these chamenges and remains ci)mmitte(I to expanding other ser¥￿eS ￿ll$ned in ts aths aThJ c￿eCtiVeS to ensu￿ that it offers the best provis￿￿ of Serv￿ for the community. Age UK Dorchesler Trustee Direetots. Rewl For the Year Ended 30 March 2 Th& charity sacur8d svJnrficant grants Ihe ￿r. irtstrumentsl in susl*ing ts assentkn￿ wcrfk. somethtng which Ihe Charity *411 continue lo seek. Addrtv)nalty. Ihe Tntslees remain f￿Sed on adapting and expanding serV￿eS wherever possible in the face of evolving c4rcUmStan￿$. The p￿VIouS yearfs festructuring had a profound impact cffj the tharty. resulting in a reduced portrolio of Incom￿eneratIng seryices and a compromised abilty lo cross-promote olher offeriThJs. Despite earlier redundancies. a rtotsble proport*Jn of manwjement oveFh&3d persisted. Rec(NJnisiig the need for further adiuslments, new leadefship initiated addibonal chaThJes lo the Organisation￿ slrucbjre during Q3 and Q4. Thi5 transformalive phase ext¢Nls into Q1 and Q2 of the subs¢qtient fiscal year. fefleth'ThJ the oryoing commitment to alMJn the organi5ation wlh its mi55w arwj f￿an(￿al susl•nability goals. Later in the year, a pl￿tal step vrds tsk￿ to enhance the organisational slnjcture by introducing the ro of a Community Engagement Manager. Th4s slrategic atklitK)n aims to fortrfy ties with stakehoklers and serve as a vital link beh¥een the community and the charity. The Communty Engagement Managtrr plays a cf￿ra1 role in deeFening thè ¢xganisation's understarKling of kxal ￿mMUnty needs. er￿￿ring a nuanced perspoclive that enables largeied réspon￿ lo wovismyn gaps. aligns seNc8 LIS8r preferen￿. and adapts lo the changry economic landscapes. Thi5 forward-looki￿ approach ty)sTrtk)ns the charity to be more responsive. [¥0act￿￿. and athjned lo the d￿arni¢ wuirements oftr commUn￿&S il seNes. The chaiity remains sleadlast in operating Ihe other services ryJUN)ed In rfs aims and (￿le¢b"¥eS. Thè Trustees express a keen interest in fosteriThJ the expansion of these Ser￿e5 Wh￿rever possitrfe. ThL8 commitinent Undersco￿ the ￿ganISatiOn'S ded￿lIon to fLffilknig its missw)n and meetTrng the evofving needs of the commurty it $eryes. FINANCIAL REVIEW Financi￿ P094tion Inwming resources in the pefiod were £672.805 (2022.. £772.371). Of thjs £462.080 related to restricted activities, indicating a growth in this area compared to the prp)r year12022: £334.189). As aIti￿j18ted in the perforniance review. the decrease in income is also atlritojted to the loss of seNices suth as footcarè and retail. There was atso an unrealised k)ss on an investmeni of £2,742 {2022.' unrealisad ga¥1 of £38,360). Tlwe was a redised gain on the sale of a motor ¥thck of £3.019 (2022: £n￿l. Despite facing the challervJe of dosing lncome4Jen￿￿l￿ services. we are pleased to highlight Sh3nificant achievements in our financial pogtion. with an operatsonal defKit for the penod of £210.291. showcasing a SL*Jstantial IMF￿Vern&7t of over 40% from the prfs dar￿ of£348.449. This inclLtdes the net unrealised rev￿ua￿n ktss on WNestments of £2.742 and net realtsed gain of £3,019 12022.. £38,360 unreahsed ￿1n on investment Thi5 rernalka￿ reduci¥)n urthr5LyJres the resi1￿￿(e and adaptability ol our organisalion in the face of c￿gIng arcumsla￿. As we cdebfate Ihese ' achievements. we rec(yJnise that they provide a strong foundat#)n for future grrmth and SLtstain8bilty. The board is ummitted to ensuring the charty becomes sustairsable in the long term. wrth a focus on ravitalising tho organIsat￿ io ccNer ds costs a￿1 pave way fLY P￿rtIVe impact aTrJ gmwlh. The yearfs activilies have been furKJed by a mix of unrestricted and reslricled reserves. Totsl unrestricted reserves sland at £697.40612022.. £752.642). vthile restrthd res*ves have decreased to £105.01612022.. £260.071). The board acknowkdges the imF*Ntsnce of MaInt￿ning a balance be￿fftn unreslficled and restrKled reser￿ to ensure finanoa suslainabilty, and has been prudentty usbny funds from a ￿a¢y, ￿CeIVed in 2015116 speuw to he￿ Ok￿ [¢0￿ are knnely or isolated. Age UK Dorcht$ter Trusta8 Directots, R8POrt For the Year Ended 30 March 2023 Th8 Charity maintatns a cash balance of£166.097 (2022.. £284.4581. and ha5 net wrnent assets of £166.84612022.. £247.4951. In ath111K￿. the chanty has a COIF investment accounl valued al £245.472 12022.. £368.213). Totrl net assets are £804.422 (2022.. £1.013.4771. Thi5 relle¢ls the (xJMwehe￿sive evaluatIc￿ of the organrAtion's fmancial heahh. Whle the period &K￿nted Operat￿al chaifenges, Ihe boaid is Confideftt in the stralegic decisions tsken to address them. The ulil1sa￿n of a mix of unrestricted and Testncted reseNtt demonstrates Fwdent finanoal management The trA)ard ￿M8•n$ committed to ensuring Ihe continued gro¥¥th and sustanabltyof ¢xganisatN)n. The Trustees tthte risk assessed finar￿ posilion of the chwity and consider Ft to be viable and sustsinable in the medium to loNJ term. Rostrve$ Policy In 2019. Ihe trustees erKJrxsed a reseThes ￿lICY to safeguard the chariws luiur8. They befi8ved Ihal the sale of the property wouhl furrith the chaiity arnp￿ unrestricted reserves. Additionally. the 2015116 legacy lacilitated the holding of restricted reserves in the thantys accounts. The trustees stipuk*ed that this ￿gacY be È￿ndèd t￿1 the me¢Jium lemi {7 to 10 (K by 2022- 2025) in th& specific area designated by the beneficiary. With the advenl of new govemance and leadership. the board. ￿ January 2023. approved a fresh resetves kM)Iw. Reseryes now en(x)mpass inwme not otherwse designated or restricted to any spec purpose. wo¥iding Age UK North, S(NJth. and West Oorset with ￿lS￿bo￿aryfurn1s at the trustees, discre1K￿. akgning wilh our chaiiLit4e oty"ects. Funds In D•fi¢it The charity has N) funds that are in dofi¢iL Golng Concern tL)ncem. They have tsken into eQnsh1era￿n vari￿5 factots. induding tKrt limFted to: - Financial Stabilty - Operational Viabilty Stralegic Initiativ - CompliarKg Govem4nGe - New Fundraising and Revenue Streams This (x)nfimiatson is made with Ihe uThJerslar#Jing th* Mana￿￿1 will ¢￿tinue tr) provwja transparent and timety infomiation regarding any material c*anges in oircumstances tt)at may affect ihe oroanisation's ooina concern stalLES. PLANS FOR FUTURE PERIODS LOOkw￿ ahead, Age UK D(Kthesler B 5tratw"cally p4anning for fubjre perh>Js lo ensure $u518ined rinanctal heatth and Ihe continued delNery of impacthA seNces. The organisation is committed to div8rsifw.ng income streams to enharte financial resilience. redw* de[￿der￿ on SIrB￿ fundin9 sour￿. and milwe poten￿"al ri5k5. Effort5 wll focus on expandry fundosiry iniliatr4w. seeking new grant op￿nItIes. and exploring innovab've revenue-generatti)g activrt*s. Thts approach altgns vth oryanisath)n* fxjmmitmenl to a￿apta￿"1ty a￿1 woactve management in Age UK D¢rchester Trustee Directors. Report For the Year Ended 30 2023 Furthem)ore, the oN￿nIs8ti0n rAans lo conduct r8gular frf￿031 ass8SSfftenls to id8nhfy polenlial cost- saving measures and operalional efficiewKies. By maintawiing a keen eje on expenditures and exploring collatK)rative opportunilies, Age UK Dorchesier aims to oplimise resource alkxatton W￿.12 maximi5ing it5 smpact on the rx)mmunty. The financial pkns forthe fijture uThlets(￿e a lo tranyenl ￿￿￿ting atNI acu)untsbilty. The organisation wil continue trj adhere to best wxbces in finanaal govemance. ensuring that 5takeholder5 are W￿￿"￿10m￿l aPy)ul the fin¥￿TraI I￿*h arttl suslafftabthty ofAge UK Dorchester. As part of our strategic vision. the organvsalion wll exp[0￿ partnwshps and collaixwalions bussnesses. cA)mmunity oryanisations. and philanthrowc enbbes. These partnershps aim to create mutually benefici￿ relationships th* (x￿￿tN￿È to the financial wdkbeir¥J of Age UK DoTchester wh￿e fostering ¢ommunity engagement and supp(wt. In summary, the finan(ial pkns pwKMJs a pro*i%e diversrf*d apwoach to income generation. stringent financ￿41 ass￿Ments. 8T￿ strategic pathèrships. These measures are designed to fcwb'fy the finanoal fOlmdat￿ of Age UK Dorchesler. enablry the ￿ganIsation to C4Jnlinue its vital missK)n aThJ expand its FKtsitive impact on the community. TRUSTEES. RESPONSHLtrES Trustees (who are also DTrrefAots ofAge UK 0￿chester for the ￿l[￿)SeS of comparry law) aro responsible for weparing the Trustees. Report and the fmancial statements in accordance wlh applicable law and United Kingdom Accounting Slandards (United Kingjcffi Generaly Accepted Attountsng Practsel. Crxnpany law requires the Truslees to Prepare financial slatements for financral year, give a twe and fair view of the stste of affairs of the tharitatle company and of the incoming rescmjfces and applicat￿ of reswros. fftduding the incomÈ and ÈxpÈrKlrturè. of thè chantatrkn compaThy forth8t period. In preparing these financial statements. the Tntstees are required to: {a) select appiopriale accounting policies and then apply them M￿15t8nttr. Ib) obseNe the methods and prinaples in the Chariiies SORP: Ic) make judgemenls and estimates that are reasonable arKI prudent.. {d} slal• whether applicable accounting standards have b88n fdlobb*d. subiact lo any material dèparturès disctostrd and expl*ned in the tinancial ststemènts". and lel prepare the finanrjal statements on the gcrfThJ cortem basis unless l is inapbxowiate lo presume that the chaFilable company will continue in operation. The Tru51ee5 are a150 re5w)nsible for keeping adequate ￿COunt￿g records ￿lch dLsdose reasonable accuracy at any time the financh71 positson of the charitable company and lo enable them lo ensure that Ihe financial slatements compty wilh thè compan￿ A¢ts 20[￿. Th&y are also responsible for safeguarding Ihe assets of the Charitab￿ (x)mpany and hence for tskiNJ reaslywble steps for the p￿ven￿.0ft and ¢Jeteth"on of fraud and other irregulanlies. In so far as the Trustees are aware: . Ihere is no relovanl infOrMatK￿ of wthich the chwIlab￿ (xrfnp￿ examiners are unaware: and . the Tnjstees have taken all Ste￿ Ihat Ihey 0￿h1 to ha￿ taken to make themsel¥e$ 8¥Are of any relevant iTrfmth?n and lo establsh ihat the examine￿ are awwe ol that info￿81￿￿. Th8 Trustèes are responS￿le for the maintenarKe and mtegrity of thè CO￿rate a￿1 finarKial infoTmabon included on the charilable ¢ompanls w8bsit8. Legislation in Ihe Unrf(eydance wrth the FinarKlal ReportiThJ SlaTKlard applicable in thè UK aTrJ Reputs1￿ of Ireland (FRS 102} (effective 1 J8nuary 2015) and in aC(X)rdan￿ the provisions ap￿Cab￿ to CoMpan￿S subject to the smal compwyes regime. The newfy cwtgj Board ofTru5tees **komes this rw from the CEO * fulty the r￿W OFen and transparent ffinancial approath. The Board fvlty understands the F*)tenlial forfinandd di1TKU￿. based on htstoAc dedsions relateo ts) pwous management CWF4ed 7Mth the inpact ot COVAI. Ajthcwgh 8 chal*nging en¥irom)enL The Bowd is in the abiklies and talent of the cuThent CEO and senior management who havè bÈen at pains tts exFA8in hi%lori¢ siluatM)n but also defver strategies for the futtye that trf)de for the Chwty. Over the past financial year the charity has bewrrte streatnlined far more efficient and effective. There is rTh)re to do but Ihe Board is ￿eaSed wilh the dKecb"on of travel. Tl* Board is in the pr￿esS of setting up a r￿'ReCoVery &Jb Committee" *d by member5 With detaled knrKOal at￿meft and skims and stjpported by the Chair and Vtce ChaK. This demonsirates the seriousness with whth the Boar(l 15 t3kn"n9 the finanaal ¢halenge antl wkl woth hard to support the CEO as she providas lurther efficiencies and moves toward5 a new fwJJs on Inc￿Me ger￿alKIn. The 8owd 15 a150 fvly supportive rjf rmv partnèr arrgfyments in hand Tr•rilh prevityjsly untapped public sector (J)mmiSs￿ne1s suth as ￿ recentty created Integrated Care Board. aTrJ Tr)tes the po￿tive Moves lo lender for malty ¢oniracts through that. The Board fulty 8c(*pts thè seriousness of th8 fmnfial F*￿t￿)n arKI is tsk￿9 all reasonab steps to SLTrPWt staff and management ltsough Ihis drffiC￿ time. Approved bythe board on 20 December 2023 and spJned on the¥ behaf Simon Clrfford Chawman of TNstees Age UK I)orcl*st•r Extemal Examiners Report For the Year En¢Jed 30 March 2023 Ind•pMden¢ •¥•mlnrf$ veptrrt to the of Ag• UK Dty¢h•stsr LMnit•d1lhe Company'i l rnport on the ¢htritytrustees on myexam¥*lin)n of tr* oltr* CCThp￿Y forthe year ended 30 Ma￿h 2023. ResponslbSlltl•s and ba$ls of repNt As th¢ thairtrls Iiuslees ofth8 Company (and *0 is threclors fLYthe pwposes of¢an1)￿ law) aro responsible forthe prepa￿lI0n rAthe acc¢unls in acc(xdan￿thith ts ￿U￿Wnents of t1￿ Crynpan Act 20C6 (Yhe 2￿6 ACYI. Ha¥ing satisfied myself t￿1 the x¢ounts ofthe Cthnpwy•e ￿t r*44Nred to be aLKlited under Part 16 the 20￿ Act and afe elgible for [nde￿dent examinat&)n. I ieix)rt in resped of my exarninatDn of your charit￿# accounts as carried out undor section 145 of the Charil*s Ad 2011 lThe 2011 Act'l. In Caff￿'n9 . out my examinalton I have fdkxed the DYe(*gf$ by the C￿lty Comm￿10n under wtion 14515) Ib) of the 2011 Art lrnlwftd¢nt oxamlnorfs stst•mwbt SI￿ the Compws gross in¢5￿5I on in¥eslm 3.079 12,7421 3.019 12,7421 10 38.360 171.053 210291 216.101 449 678.724 1678.7241 210 R•¢orKllSatlon dfund& Total bral￿tfOrW￿d 7S2.642 2&).071 1.012.713 206266 1.154.896 1.361.162 Age UK Doreh•st•T Balaftc• Sh•8t As at 30 March 2023 2023 2022 Flxed assgts Tangible assets Invg$trn?nts 39),1￿3 245.513 396,964 368,254 10 Total ltsed assets 635.576 765.218 Currwrt assots Debtors and p￿paymentS Cash at bank and in hand 11 51,48S 166.097 173.055 2B4.458 217,￿2 397,513 Liatiilittes Creditors.. Amounts fallng due thin one y 12 1gJ,736) {150.0181 Net cuvrent zs8•ts or liabMiii•• 166.846 247,495 Total asuts less ¢mnt liabilltss 1012713 The fund5 Ot clwity Unreslrict•d funds: General funds Designated fund$ 13 13 647,406 702,642 697.406 752.642 Restricted lunds 13 105.016 260,071 Total Charlty luftds 1 012713 The nths at P•3es 15 to 23 frym part oflhe5e Fcy the year in questi￿ ts ￿￿F￿nywa5 entilkd Lmder seelM)n 477 of1he Cornpan￿ A 2016 relatin9 to small compan*s. No members have require 1233) 4.248 (38.360> 1861 1207.880) 1382.6471 Working capital adj'ustments Decreasey lincrea5el in debto Increasel (decrease) in creditor5 61.570 {99.282) {48,916) 98.047 Net cash used Trn operabng ar*vili&s 1245.592) 1333.516) Cash flows from investing a¢tivrtles Inlerest Irom investments PLtrch8sÈ of irwèstrnents Net cash PTovrded by investing acli¥it 86 Capital expenditure Payment to acqLtire tangible fixed assets R￿ipts from the sale of investments R￿ipts from th8 Salo of fixed assets 1393.2511 13),￿) 828.[￿10 Change in cash and cash equivalents in Ihe ￿lod {118.361) 101.319 Cash and cash etywval*)ts at the beg#)nirwJ ofthe pertsj 284.458 183.139 Cash and cash equivalents al th• •nd of p•rlr Age UK Dorch86ter Not8s lo Iho Financial Slalom8 Forthe Year Ended 30 Marth 2ry23 1 Accounting Policles 1.1 Genernl Infrjmith and b￿￿$ ¢l•KourtlrwJ Age UK DO￿hester $ a ftsmpany h"mited by guwaniee wKryraled in Ihe Unite(J KiNJdom under Ihe G)mpan• ACL The rn0￿Mufft Trabdityof eath member is bmited to E1. The athjrass ol Ihe wi5terEd ofte is gNen on page 1. The nattre of the t*aritys wr8Uons and 8dMbe$ 8￿ S¢t the Trustees 2- 10. The finanthl slatsrnents hav8 been w8par8d in £ on rD5t t>ass. *ith thè exopttyM of Land and &Jiklings Iwhith were rewabJed in 2019r201 in acCr￿d￿￿ with ar*J Rep)x￿￿j byCh8riltes". Stslement ol Reo)mmended apph"G8tde to c*arth8s pre￿ng Iher acwjnts Mi arAvdarK4 Re￿￿"n9 starthril apweable in tt* UK and Repubk of Ireland IFRS 1021 leffeLtsE 1 Jan￿ry 20151- ICharthe5 SORP IFRS 10211 anil the Companie$ ArA 20C6. The ch*ly rneets the d8finit*)n of a pubk bEnefrt entity ur**er FRS 102. Assets and tses are niti.aty at historical rxsst or trnThsacl*)n valu8 other*i5e ststed n the reknnl •c$￿1n1￿ ithy. 12 Income All income incbjded in the Stalenwl of Financi￿ when tr*tharity i5 to the inc•m8 and th of MO￿e. Fw189a¢*s. •￿￿ment * laken as of ts datson ¢ithw. Its ly￿t wct4qte ha5 bBen granted. the estale ha5 iwi firk3liYd 3rKI made bylhe eXe￿s) to the Trnst that distiibth#)n be made. from thÈ estate. Rec*ry*t ofle9aty, in or n parL' only consKJervd probaile ￿en the btr meagJted ￿hat￿Y aThJ the has W nrknled ol executorfs inlenh'on lo make a di5lribu￿n. Where have nobfied to Ihe thanty (* the charrty is of th8 granlir#J of probate. and the crileria fcr in¢(¥ne recoyrib¢m have Th)t been met. Ihen Ihe legacy is treakny os a contiThJent asset and diBc*)sed d materral. Income from grants. re￿￿ io thaiitsNe li ful kn the Statement of FwRncW Nrmles when r8ceNatA8 In Ihè pariod to relate. Grarts ** d•f•rrwJ wtw) Iht mon*s habe be￿ re¢eivod in advar￿e ofthe Ferbjd lo*thKh they rdate. Where have rnt bEen rec8wed in a 5P8cif*d per¥x1. Ihe5e fvnds v be a￿￿￿ed in debtor5 and r8co3nwd in th8 pwoj lo they rdate. wfwe rec￿ed h8ve or r¢strictions as lo their use attached the irKtsne is reccqDised as restrthd incjjme fiJr*ts. WheTe rn) >xh tyJWjth¢￿ ly Inccffje from seMce5 are amcojrts receNed LLrt LthariiaL* athilEs of Ihe th*Èty. such as home care. and amounts are iThJwJed in fvl in the Slatemenl of Fina￿lalAC1Mtses T*hen re￿￿￿(le. whe￿ l￿d5 have been received in a specrf*d FwK*J. they are accrued in d8biors and rec£#Jn￿•I in th8 to Itw Trlate. Whre s￿h income B rec￿Ve￿ ￿ adVar￿ rt B defe￿ed lo Ihe wic#J to it relates. Investrnent ￿0)me i8 rer*esented ty inte￿st M funds hdd de￿*l h is Md￿ed in the Stalemenl rrf FinaTrcaal Adivities Wh￿ reGwvabkn the afflount (an be measur8d bythe 6 normaty UkKJn nobfi(atKJn of tre interest or payth bytht In 8c£ordance v41h Ihe Ch￿1￿5 SORP IFRS 1021. uryavj vrknlew Iwne 15 ¥BCogr￿j •1 Ihe 1.4 Expenditur• Expendilu￿ is r8wJnised on an accru* basi5￿5 a rs irwr8d. hK4udes bolh cosis that be knied th"r•lci su¢h aciiths ￿$ts of an inth.rect natu￿ r￿esSary to pFK)rt Ihem. Ou8 to the nzbjre of th8 obpcts and th• sc* of it5 actNib85. al costs. other thD5• dirRGt Agè UK Dorth•st•r No¢6$ to ¢h• Fin8ntsal Statements For the Year Ended 30 March 2023 1.$ Opernling leases Leases in substantk81ty ai the r￿￿9 and rEVa￿ are retain•l by the le$￿ are da5sified as irws h&fe been iminated on di8FQSBI. Re81ised aTrl Lwyealsed 98￿5 aTB not 58PWated s1*emE￿O1Fh￿c*l AdMtle& Inv051men15 in 5ub5Kliary compa￿31￿ ststed at a>st l.• Debtors Ac¢¥u8d inccqne ￿ inthdEd at the tott* tharity at the bal¥tt sl*tda 1.9 Cash at bank and in hand Cash at bwk atKI in hand i￿4￿1e$ ￿5h and sh(*t term hghty inv8strn8nts thal ￿ rgadly to a knowyt amount of Lxh a￿ sutyl to an ifLsWth￿ftt risk ofcw in vakje. 1.10 Creditors CTe#ilors artl provi%w)ns a￿ rec(srrised ￿tte￿ the rtharty has 8 wesw)t 0thjat￿￿ regjting from a past evenl that probaLty result in the t￿SIer offUr￿$ to a Ihird parry and ts amunt due to sellle the c8n be rn88surese and are avad8tle as genw4 lu￿ts. 08s¥Jnaled hjnds aro wwestrKx¢d ftJr¥Js byth• Tn&%thes ky Re51rKled lunds are to te Used for SF￿ FrtWP05e5 8$18vJ tythe dcrnr. E)¥eThlilure whkh rneetsthi Criteric￿ is thwged to ts fiJnd. aTrl SLWJt ojsts 85 approwe. 2 Don•tlon$ andlogacles Vfv Restricted T+)tal Fund$ 2022 Fund5 CknThabons anLI gffts Legaoes 16.153 615 16.153 615 12.419 12.419 3 Other trading activities Total Fund$ 2023 fv51riGiBd Furwts Restrktrd Totsl Fund Fund$ 202Z Fund Funds Sale5 ofthnated 9¢Jryts eto Commi8stO sthbuts'on fromN)mtverthJre Fundraiwg aL*vit Letting income 4.491 4,491 146.588 146,588 645 14.332 12,0 14,332 12,CO) 9,477 628 9,477 628 31.468 31.468 157.491 157.491 4 Expenditure on raisin9 fundg R¢strithd Tt)t•l Un- R•$trl¢t•d Totsl Funds 2022 Fund5 Funds Traing costs 38.144 38.144 2.266 296.850 2.2fA 296.850 Age UK Oor¢h$t•r Nol8# 10 thè Firtknual si*m8nls the Yeaf Ended 30 Mafth 2023 5 Expendltur6 on char5table a¢tiviti•s T•tal restrided Fund Fund$ 2￿23 rt$tri¢t•d Funds Fwd Fund$ 2022 Acuthancy autht Befriending Coynthve SupFthl Thw8pr 1.4 1.496 13.318 13.318 21.117 50.378 21.117 S.378 Oemenba suppo Oepretstitujh Fundraisng Get Up and Go H8nd￿Tr Home Supp Housahc4J Supp￿1 Grant h)formai•)n. advK• ben•fits Maintenance Cowlive Swpxt Thera Management Melodk%s for memories Nail cultir¥J projeci ExerciselFall pre¥entian Prison 9).866 2.¥21 25.184 2.921 25.184 14. 21.389 14,302 21,599 744 210 744 62 194,35B 13.829 63,616 1S.967 14. 27.1fj6 14.936 181.259 91.799 144.843 6.272 154.O¥J 94.799 130.189 794,358 16,309 118,473 1S.967 2.474 14.fJ54 1tr2.451 12.014 114.465 172,789 33 34.673 207.462 6.515 4,610 8.572 4,654 23..244 B3.750 86,243 86,243 19,773 19,773 17,779 65.971 SA.I.L. Social Wellare Beneffts Wem being 1.499 1.499 68.393 68.YJ9 2.081 8,670 71,202 71.202 17,015 17.015 211.819 633.410 845.229 275.946 $86,384 862.330 . Darnentia supwrt in¢bJd•s costs r*tiru 10 NHS commi¥￿￿ed sorw￿$ lor CLVJnttivè SLWYt Therapy. and nLY 2021122. 6 Net (Èxpenditure}fincome for thè peri¢>d 2D23 2022 2.921 4.248 Indepenilent examirtalion stiNrytes Audit servi 4￿th 400 1,100 7 Trusto? directors of the ￿slee dI￿¢t￿$ lor anypersowts C￿ne￿d them) anyTemunernbffi duwivJ the {2022: no￿} none We￿ rembutsed travel￿￿ exper￿ in thw a5 tsu5tees12022." nLrel. Age UK DorthÈst¢r Note5 to the FinJKial Stst•m8rts Fwthe Year Ended 30 March 2W23 8 Employe•s and émployinent costs 2022 W&ges and salaries Social security Costs Pension cl￿ts 545,734 33.252 17.381 834,357 45,338 26.910 596.367 906.fl)S The charily operates a defined conln"bulwJn pensThi sc1￿me. The clwge for th? ￿￿eSentS ¢ontnbuti￿s payatAe by the ¢*arity lo scheme and 8mfMJnted lo £17.381 12022.. £26,910). ContributKI￿ totaling £2.89112022.' £4.1rfJ) were k) ts Sr*￿ al per￿ an(b are ￿l￿ded in cTrdilor No indNthalempby was pa*J £fil.(MX) {2022 ryTh1. The key managernent ol Ihe charty 15 Ctti￿ ExeuANe Offiw. The totsl c¥Jst to th charity of employee beneffts for the key management pets￿￿¢1 ￿ £55.540. ind￿$ or* mc¥)th durin9 whi Ihe oulgoing and In¢xmry CE05 W8r8 p•d the pwK¥J13)22". £53.811 Th8 a¥erag8 h8•SJxmt Ifwmb•rof staff ern[￿￿j1 th? per>)J wa5". 2023 2022 All stsff 87 9 Tangible fixed ass•ts Fixtu￿& Compuler Vehicles LÈasehold Flttings and Equipment Totsl 2022 Land and As ai 30 Vtsrth 2022 Addit￿$ tt* Unfe￿i￿ed gain cffl revsluatr Elm#wied ￿ tlisrwl As #130 Marth 2023 10.615 381.127 12.124 10.054 413.920 110.6151 110.61SI 403.305 381.127 12.124 10.054 D•pr•¢la¢l As at 30 March 2￿22 Char98 for period Eliminat￿ ￿ dispos As at 30 March 2023 1.212 1.212 10.054 16.950 2,921 16,6351 13,242 1,327 {6.635) 764 2,424 10,054 Book Va￿¢ A6 al 30 Marth 2023 9,7(#J 390.063 A5 al 30 March 2022 5.307 ).745 10.912 396.964 ?4 Ag• UK DNehester NOié$ 10 IhÈ Finan&al Stat8mènls Fcw the Year Ended 30 March 2023 10 Invostments 20Z3 2022 Age Conr*m Mi Lknet L*rJrted Age UK Dorset Entwlses LimfieLI COIF Inveslrnent Ac¢A)uni 40 24S.472 366,213 245.513 368.254 The tharity owns 40 shares of £1 each. reryesenkn"TrJ 40% oflhe issu•0 share (apital In a frc4nt venture rnmpany. A98 Concem in Dotset Limited Iregstored number 6640257 ￿ England Wa￿5). Th pnt venlvre ujmpanywas e51abli5hBd in oJniunctN￿ Age Co￿eM BournerrKJLth and Age cOr￿rn Ncth Oor5etkn provKle sern￿ ac Dorset for oldw ptopltr was n(ryroft makirg. The shares *ere tra￿ferred Imm Conr*m t￿￿hOSt on 1 OLtthr 2011. fiJnd5 to 8nab18 lh8 Tepa￿1 of al lh• thar• ￿9n• sub5rykned The thanty I shwe 01 £1. r8prBseniu¥ 9YA ofthe i55ye Sho￿ CaF*tal in aioint venture c￿EpanY. Ag8 UK DO￿et Enteorises Linrted (registe￿ ￿Mtv 10)99￿ in E￿land and Wale51. The icffit (￿panYWa$ •stablithed IA ￿ryunC￿ft *ith A98 VK e(MYnemoLth Ltrnlted io WOVKle ser¥ice5 aer05S tkyset for c4det peopb. Ag8 UK Dcffjset Entwprises Linited made Oislthrt￿0Ipr0fr$ lo UK Oothsi¥ Limit￿ and UK 8ourneiTh)ulh Limit•J undw th8 grft abj schem812021.' rffj wofit5 di5tribuledl. iKJl it did recr4ni8e 8 hisloric b813n￿ frAbwing a re(￿cl￿91Th exe￿. See note 3 forfrjrfher dets15. year. Age VK Dorsei Enterprtses Limlled detNered servi￿S n rela￿"on io c￿rtIVe SuFP)rt Th8fdPy. Tr fthted seThices were d￿Ne￿d by its parent c(xnpanies. and ￿e UK t￿￿er Liniied* share of income a￿1 expeTh*twe i5 d￿£*)Sed within'Dementra Supptyt.. AUKOEL fmed the chanty t13.6￿ al Ihe WT eThJ. Thrs balarts is induded within • dÈbtots in ntstÈ 11. In 2018119 the Charity ts)￿t 1592.41 ac(xmulaiwm COIF Chail*s Inveslment FuThl. Ir4 20Y2r23 the Charity sdd 521.28 urwts. The dthur8s of FYsloit•l r))st market Th)t811 bekw. 2022 As at 3LV03r22 Addit￿nS Di¥y)sal$ Net unrealis¢d Ilossesygau rkel Value at 3aioy23 368.214 329,854 1120.ofKJ) 2,742 245.4T2 38,￿0 368.214 Historical Cost as at 3Q103123 Historical Cost as at 3010W22 250.000 Investrnents at Mothet Value wn￿￿ed.. UK Propety 245.472 368.214 Thè Tnjst the folow.rg materi81 rnstrTrents {o¥er 5% ofthe ¥ak*).' COIF Ch*itses Pr(wny Fw 11 Debtors 20ZJ 2022 Sundry debtors PrepayimènLs VAT 29.980 21.5(LS 14.g91 13,184 1t305S Age UK Dorch85ter Notes lo Ihè Finahts* Ststemenis FOT Ihe Year Ended 30 March 2023 12 Creditors: Amounts falling the within one year 2023 2022 Trade credito PenS￿n ¢yedrtor Tax S￿la1 S8￿rity VAT 12.574 4,109 10,342 8.170 1.470 25,632 135,121 13 Statoment of funds Ex￿1¥￿ Twan5f•r Re￿150d As at and 30103123 vkv•ali5 gains Wid lund5 Un¥eth¢t¢d fvnd$ a General fiJr*J5 702.642 210.725 1265.9611 647.406 De5igna¢¢d lund8 b ￿11th"r9 res•rve 50,000 rotsl ww•strl¢t•d fund5 Restricted funds c Befriending d Cognittve Stimulali)n Ther e Oemenba Supw)rt f Horne Support g HcrtJsehdd Support Grant h InfoFm8tM)n and advte induding ￿Mar8 be￿fitS- i maint￿nar￿ of CogThthve sb"mula￿.on Therapy j M8nagemenl k ExeruselFall prevenbL¥I I Prison m Reach flrt n Wdl bang 11,310 {13.318) 24,584 122.3461 25.453 72.780 I￿.866) 168.0531 194,7991 191.TTOI 47,367 119.330 91.770 24.531 3.107 13.1071 12.014 4.473 16.756 9.663 22.4￿> 55.gX) 112,0141 14.473) 123.2441 (9.6631 (71.2021 7.874 7,148 o Legacy 177.732 1178,0101 278 617 412 278 Total fwbl$ 1 012713 278 8 The general unfestrictul rewesents the Lmrestriraed funds of ￿ th•ityat sJt¥itA1 tThJ. b The bLSAdiro reserve has been wt asKle retyji￿ on the buldry. VafiOu$ 9rants been wK18¢1 lo lh• provwi of a befr*)"ng io h* rethce b)neIr￿sS a soL*al k%¢laiNJn. d The NHS has provided grantfvndiNJ to $L¥>Frfxllhe ofcLythti¥* Il*raty Lkn assk8t in warding off do￿￿nI48). t￿rir￿J Ihe year the fijnds from this grant arKI thc6e from UK lor Ihe pro￿5*￿ of mwntenance ctyjnibve stim￿ts"0n lherapyWe￿ L*Jmbi*d into the Dements SuprKJrt swvi￿. Age UK t>archestÈr Noigs to Ihè Fin*cial stsiamnls For the Year Ended 30 2023 e Our D•m•nba SuFp)rt service mulilar2bJ. Off￿.ffj assist￿ and care to indi￿d￿alS ar*1 families affected by dem8ntw. We a￿ rKc*thJ tr) rxYLgb)rale NHS ttffset to ddNer CL¥Jntre Siirnulatrjn Therapy ICST), a Sp￿￿KSed prcgramme d8SKJoed to enlwtr rwdive abdit￿ arxl qualty ol hFe kNing ￿th aCbvil￿. tsibr8d io the tsn*]ue needs ofeach patopanL In ad(knn lo Ihe CST prr*Jrarnme. our Oementia Supp￿1 seThi￿ a rarye 0f￿p￿TiNe inttiatNe5, such as educaffi¢Jn. t￿M￿l￿ty er￿g￿ent. and gYoup5 foster rdatK>rthy5 bei*E2n th(¥5e dIa￿oSed b￿t abo between lhe￿ carets. Our It￿ ￿ t￿￿ale￿ to iyealry a nurfurir¥J aTrJ ith¥e en¥w£￿￿ent that foster5 a Sense of belongiThJ lor both iThJwidua15 Wth demen1* aThl Iheir f•ndies. Throth3h these efforts. ￿ aim to provide ht4tsti r commilment exlends b8s¥Jnd cwe tOr￿mUrAfy *Aw￿nesS arKI advocacy. We acti¥8ty pwiicipale in ccmmunty. f Fk)mÈ Suppcxt sÈThir* is d￿lIcat￿j to fostering iTrJepw¥kn wd vTrhèncfjr*J the ¢)veral w￿￿e1n9 of indi￿dualS In the comfort of their own ￿)1￿. We SPec￿lse in woviding Th)n*rsC￿ Ca￿ servir*s tsik>red to rneel Our coThpa55ionate tewn offers Sup￿ aspeas of datylwry. irKkn"r¥J dornestic Chores such 85 cleanlng and organEry li¥lng spaces. By 01th￿ ¢ssertsl tasks, we am to Lyeale a ￿nI￿a￿l9 ￿ safe home environment thal womotes independence. onnections fc¢ mental and emoticnal **lkb•ng. l)Jr tearn member5 engage wbth iidNthas in ways. off8ring frrendty cuwersèlions. ￿lSUre aL*vti*5. aThJ 855i5tan¢e wth hotè*s. vJnity. By Providing asststance wilh tstytssks fostwing 0)rywi￿1p. ￿ enat* ndivwjuals to mainlan their Irwlp.npnrlAnrA rA)n*D*iA livinn in thp.v IArnik3r bnmA AwmnrnRnts g The Housew Support Grant 15 a financ$81 aSsisla￿e programme d85wed to *vote the e￿#￿1¢ on indNidua15 and lamth'es facing fin￿￿al chaHerw. Thi5 grnnt $peUfi¢a￿ tsrgets essential hryjsehokl expense5, such as utlilles, and grcterie5. By provi(*ThJ Ith￿ suppwl. we •ffl to eThha￿ finaThial Stat￿ and pr¢mole a more $ecJJre INin9 efiviroThment for th058 ￿ need. The HOW1￿ SuP￿rt Fund is provK1ed by the OÈpathiÈnt for WorfÉ and Pens￿￿$, Age UK Dcthstsr acts as Ihe (x￿1&D di51ritxrtor of Ihese fwwjs w beham of Dorset Courril. h Th¢ Info￿at￿ advK8 f8S8Fve co¥w5 gr￿ reMing to ￿ prD¥i5KWI of info[Mati￿ atKI advire. varm F&)mes hjnding from E(￿ apF4e5 to schemes to irnwove and and appl.es tf> Ag& UK has FthKJed granl fmding to SUFPJrtthe ol mantenarts st￿nu￿1￿ tr￿raPY. OuthrvJ th• year the from Ihis 9ranl and Irr*n Ihe NHS lor the provis•￿ ofWF4e stiM￿tiOn thuapy*re eomt¥"ned mto the Dementia Suw seThKe. l Tl* Mwagemenl fun(ts relaled to an elemeftt ol on? c£rfthct lor the defvwy of prxtKal aThJ EM01￿)nal WPPDrt. k Our Exerc4selFall prev￿1￿ ser¥re 15 c￿tre￿ around promtsry th8 healh aTrJ 5alety of ￿r ccrfnmuThty rnembets, parDuJawty ts￿$t at risk offals. We offer talr*ed exerase pycgrarnw￿s Ihal fcoJs on 51rervJth, bal3ru, and co0rthi￿i￿n to reduce the risk ol PdI5 ammg a1ths. Th6 WOxtp￿ 8nt*nces phy5Kal IkbeN¥J but also contributes lo over81 l¥eaNh l A9e LIK provh18d a grant to 8nZt4e Ihe wov¢sh￿ dsvpFears Other: E¥¥ring 2- 5 y8a 4.513 Land and buildin98; Expiring 2- 5 years 7.868 16 Related party transactions period Age iJ( Cbrch85ter [￿l¥ed £nl in tees w rEc1wr￿d amtyJnts12022.. £n￿ CLwem in (A)rs6t Limited. Th8 tharity supp￿1 servw on behaff of ts yith)t company, UK tbrset Enie Limited IAVKOEL). Tr am￿Art wNatle fr￿ £73.￿1 (2021. £ThO1. £11.516 was oul5t￿Ing 81 the yoar end {2022.' £niD. Durin9 the y8ar Age UK t*)nts51er brnitotl paKI £1.535 ar￿j¥￿a￿ arwj ffje c¢)5ts ￿ b￿￿10f￿e UK Oof¢hester Limrted12022.. Erll. £1.535 was tyJtsl•ndty •tthe )tarer•J1202Z" Enll. £645 of hist￿ profit sh8re r8rnal￿ unp8KI 81 the eThJ. with 8 an￿UnI due frLKn AUKDEL Of£13.￿1202l.. £￿1. 17 Company Ilmlted by guarantee The chwityw8S ￿cr*￿￿&ted as a CCffiPBrry Imrted by gu8r8ntee 8NI h85 no shwe The guw8nte8 to oynpany Is £1 w m￿b•r on up Oft￿ cthnwy. Ag• UK Dor¢h•stsr Ndtes io the Ful￿1#[ Staièrnents Fc*the Year Ended 30 2023 18 Pension and sirnilar obligallons - Th8 chwity parb(ipat•s in a TFf Retrem&it Sc*JI￿- The Flan stslem•. a mtkn*mrtyr scheme which provides benefits io some 1.3Q) non-assocbated partKipatwry ernt*)yer5. Tr 5chwne is a benerrt scheme in the It is Thjt pW)Ssib￿ lor the charity lo (thii gJfftient inIcffta￿n to enabkn il io acwjnl lor the scheme as a defined benefft sch8rne. ThweforE il accwn15 f(* the scheff￿ 8$ a defw*d ojntribution scheme. The stheme subject to tht legk%latiM Ixth"n&1 in the 1>enSio￿ Act 2004 came into on 30 Decémber 2C#)S. This, Ic#J8lher with dcojments ￿$￿ell by the PenS￿S RegU￿t￿ and Tecknical Aduarial Standards sthemes in the UK. particpatiry employets. otAwaty￿S rfIN)se empbyers are unat4e to meet they share of Ihe scheme defiut foll¢Mng ithdrawal frrm th• sdwne. P•1itipab'n9 emknrs are le9aly requwed to mèet th￿r sharè of Ihe s¢l*me defitii on an 8nnuitypurch8se b&si% cm *711Klr￿th thè stheme. £793m, liB￿.1￿*S of£970m and a defKit d £177m. To ekninate thrt1811, the Trl￿tee 85kEd the participab'ng 8mpWrs to pay 8dtJthnal ¢ontrknth" to lh• stheme frcrfn 1 April 2016 10 30 Septemb81 2025 (rf £12.945.440 per Ipaydbje M(￿lIty armj iweasiffj by 3% eath on 1st Ap¥ill, and frcrfn 1 April 2016 to 30 September 2028 01 £54.560 perwnwh Ip8Yatk MO￿ aThl rtrxe8sry by 3% e￿￿ crt 1st 4Jrll. Th8 reojveryplan cor5tributwJns are *Kat8d 10 parb(ipairy emtlw in fjne with ts eslwn*d share ofths S8ri8$ 1 ar*J Seri85 2 scheme 1k3b1il￿5. Wher8 th8 scheme is ￿ deficit cconpany has toa {lef￿. fijnding aThangem8nl the compw recognises a Ik7bAty forthis o￿lgatiorl amount reo>Jnised FS Ihe net present of the defiot reduction conlribubons payable tha agreemenl Ihat r8latg5 lo lh• dtrfw)"L The present va* is r21uJiated usThJ the dtsr￿unt rate delaled n these disdoswes. The uwnd¥y ofthe r￿e ts r*XyJrM￿ 8$ 8 fMar￿ rxtsl. The charity has received Ihat Ihere was an esi¥naled debl of£5,239 {2J21: ￿.430) M the *ith*awal lablty ib resped ol the scheme at 30 September 2022. k TrXed al￿. the aclual fÈab*tywrt be krthyn tharty ilmraws from ts ￿hen￿ aNJ Ih&% W not c¢¢wfed at thèdaie ol lh￿ le￿1.