OTLEY ACTION FOR OLDER PEOPLE ANNUAL REPORT 2023/24
Dementia Information Roadshow – Otley, March 2024
Crossgate, Otley, LS21 3AA
Registered Charity Number 1150684 Company Number 8224902
Tel: 01943 463965
Website: www.otleyactionforolderpeople.org.uk Email: info@otleyactionforolderpeople.org.uk
Otley Action for Older People / Annual Report 2023/24
Aims and Objectives as set out in the “Articles of Association”
“The charity is established to relieve the following charitable needs of older people living in Otley, Pool and Arthington:
1) To relieve poverty
2) To preserve and protect good health
3) To advance education; and
4) To promote the social inclusion of such people who are excluded from society because they are house-bound, or who are unable to drive or easily access public transport and to assist them to integrate into society by such means as the trustees deem fit”.
Background
Otley Action for Older People (OAOP) is a long-established and successful community-based organisation working for the older population of Otley, Pool and Arthington. It was initiated in 1995 and granted charitable status in 1996. The original charity number was 1060379 and Otley Action registered with the Charity Commission at the time setting itself the clear objectives as listed in the original constitution.
OAOP is open to all people over 60 within the Otley, Pool-in-Wharfedale and Arthington areas. Otley Action for Older People is a member of the Leeds Neighbourhood Network Scheme (NNS) a network of voluntary sector organisations working with defined communities to identify and address local priorities and work in partnership with statutory services to support independent living for older people.
OAOP primarily targets activities and services to the needs of low-income older people, older people with disabilities and those threatened by or experiencing social exclusion. However, there is an opendoor policy and thus activities are open to over the age of 60, except where there are defined criteria.
The organisation is in the northwest of the Leeds Metropolitan District. Otley, Pool and Arthington are set within a rural area and are outside the Leeds Regeneration Area.
According to the last census, there are over 4500 older people living within Otley (which equates to approximately 31% of the population in Otley, which stands at around 14,500). 3.1% were reported to be black, Asian or a minority ethnicity in Otley. OAOP currently has 1504 registered members, of which 0.6% are registered as black, Asian or a minority ethnicity. 60% of our members are aged between 75 and 84 and 31% are aged over 85. These figures show that over 30% of the eligible population in Otley are registered with Otley Action.
OAOP has six staff members to manage the workload of the charity. There are over 100 volunteers from a wide range of backgrounds and of varying ages and ethnicities. The volunteer workforce receives training and support and as such are competent and able to support our older people. The staff team organises, manages, and oversees the volunteers and provides practical and emotional support to them and our members. Our Board of Directors, made up of local older people and members
2
Otley Action for Older People / Annual Report 2023/24
of the local community to ensure co-production in the development of services that are provided, and decisions made, provides governance of the organisation. We value our members and actively seek feedback from observation and consultation. Consultation and feedback from members is integral to our improvement policies and we actively seek this.
As an organisation, we have a continual improvement philosophy and a desire to increase the quality of services and outcomes available to older people.
Otley Action for Older People (OAOP) provides activities and services for adults over the age of 60. The primary aims focus on social inclusion and equality. This is enacted by enabling reductions in poverty, increasing active participation and providing person-centred support for people to live in their own homes for as long as possible.
Services include home visits, assessments, information and signposting, transport to hospital and doctors’ appointments, wheelchair hire, shopping, lunch clubs, exercise classes, social groups and outings.
3
----- Start of picture text -----
Otley Action for Older People / Annual Report 2023/24
Board
Policy & Project Manager
Resources
Sue Trainor
Committee
(30 hours)
=
Senior Social Inclusion Outreach & Development
Development Officer Worker
Catherine Greenwood Sarah McNab
(37 Hours) (20 Hours)
Social Work
Students
Volunteer & Community
Finance & Admin Worker
Engagement Worker
Terry Gilmartin
Jen Caiger
(15 Hours)
(22.5 Hours)
Volunteers
Joe Woollin
Digital Inclusion and
Development Worker
(37 Hours)
=
4
----- End of picture text -----
Otley Action for Older People / Annual Report 2023/24
Board of Directors 2023/24 Ailsa Bearpark (Chair) Gill Chapman Tim Dalby John Eveleigh Doris Gagen Nigel Gill Pamela Gill Frank Jordan (Secretary) Pauline Padden (Treasurer) Stuart Page Arthur Parslow (resigned January 2023)
Company Secretary
Sue Trainor
5
----- Start of picture text -----
Otley Action for Older People / Annual Report 2023/24
Ailsa Pauline Frank
----- End of picture text -----
----- Start of picture text -----
Tim Pam Nigel
Ad é | ee
y ‘ies eo
John Gill Arthur
Doris Stuart
----- End of picture text -----
In December 2023 we were sad to see one of our longstanding directors step down. Arthur Parslow joined as a volunteer in October 2010 and then later became a director and for many years the Treasurer. We want to say a big thank you to Arthur for his many years of devoted service and wish him well in the future.
6
Otley Action for Older People / Annual Report 2023/24
----- Start of picture text -----
Otley Action for Older People
Staff Team
----- End of picture text -----
| Project Manager Sue Trainor |
Project Manager Sue Trainor |
|---|---|
| Senior Social Inclusion Development Officer Catherine Greenwood |
|
| Outreach and Development Worker Sarah McNab |
|
| Volunteer & Community Engagement Officer Jen Caiger |
|
| Finance and admin Worker Terry Gilmartin |
|
| Digital Inclusion Development Worker | Joe Woollin |
Catherine, Jen, Joe, Sarah, Sue, and Terry
7
Otley Action for Older People / Annual Report 2023/24
Social Work Students on Placement in 2023/2024 — Aimee Oszoy (Passed) Second Year Leeds Beckett University Phoebe Thompson (Passed) ~~OB~~ Second Year University of Leeds Volunteers We have a fantastic team of registered volunteers, with the eldest being 96! They bring a wealth of experience and expertise with them from diverse backgrounds, all with the common ethos of wanting to care for the older population of Otley, Pool and Arthington. Collectively, they are responsible for running the 15 Social Groups that we run every week.
There are currently 94 active volunteers registered with us, with a further 6 in the pipeline.
Our volunteers fall into several categories:
Befrienders – 26
Car Scheme – 19
Bus Drivers/Escorts – 13
Reception/Admin - 7
Group work – 25
Others – 4
Our volunteer workforce is fundamental to the work we do, without them Otley Action would not be the force that it is or have the presence in Otley it has. We have grown steadily over the years, and this is largely due to the hard work and dedication of our volunteer workforce. We continue to be amazed at the commitment of our volunteers. Whether it is going above and beyond as a befriender or taking a lady to a hospital appointment 100 miles away – no job is too big or small and our army of volunteers will find a way to make things happen.
8
Otley Action for Older People / Annual Report 2023/24
Otley Action Members
As of March 2024, we had 1504 members registered with Otley Action. There were 1037 women and 467 men. Of these members, 156 are registered as having memory loss. 91 of these are women and 65 are men.
----- Start of picture text -----
Male, 467, 31%
Female, 1037,
69%
----- End of picture text -----
----- Start of picture text -----
100+
Under 60
1%
0% 60+
90+ 10%
13%
70+
36%
80+
40%
----- End of picture text -----
9
Otley Action for Older People / Annual Report 2023/24
----- Start of picture text -----
65
Female
Male
91
----- End of picture text -----
10
Otley Action for Older People / Annual Report 2023/24
Chair’s Remarks
A word from the Chair
It has been such a pleasure to see the progress and achievements of Otley Action for Older People (OAOP) over this last year. Sue and her team have worked together with our wonderful volunteers to keep providing a broad range of services to the community which are so appreciated by our many members. On top of that, they have developed new opportunities to assist with access to the digital world.
It’s a measure of our success that OAOP has been featured on TV programmes twice in the last 12 months in connection with access to digital services and we have taken part in a national discussion forum.
Providing a service with an easily accessible point of contact and a warm welcome can make all the difference to a person’s life and I’m very proud to be part of an organisation that does just that.
On behalf of the board of directors I would like to thank all those who contribute to the work of OAOP and importantly thank all our service users for their never-ending thanks and appreciation of the organisation. Take care of yourselves and keep doing what you do, you are amazing!
Ailsa Bearpark
Chair of Otley Action for Older People
11
Otley Action for Older People / Annual Report 2023/24
Project Manager’s Report
Project Manager’s Report
Otley is a great town to grow old in for many reasons. From its wonderful location in the Lower Wharfe Valley, set between the bright lights of Leeds and the rolling hills of the beautiful Yorkshire Dales. The community is welcoming and there are plenty of opportunities to get involved and embrace a sense of belonging. Whilst I may be biased the icing on the cake is the many benefits and opportunities that Otley Action for Older People provide for the most senior citizens of the town.
Over the past 12 months, we have once again seen an increase in the number of people accessing services as well as the number of members now registered with us. 1504 at the last count.
Our reputation and profile are at an all-time high with acknowledgement, compliments and praise from service providers, service users and overall, anyone who knows of us being the norm. That said we are never complacent as our strength and all our good work is only possible thanks to our most amazing volunteer workforce. It never ceases to amaze me how hard-working, committed and persistent our volunteers can be. We can never speak too highly of them and the work that they do.
In 2023 thanks to the Big Lottery Fund we were able to develop our Let’s Enable Otley project focusing on four key areas transport, digital inclusion, intergenerational and befriending and one-to-one work. With our Volunteer Co-ordinator and Digital Inclusion Development Worker in place we have been able to achieve great things.
Our digital inclusion work has raised our profile nationally appearing on both the BBC and ITV on current affairs programmes demonstrating how older people can be digitally excluded.
Our partnership with the Community Transport Association and the Department for Transport sadly came to an end but the legacy continued with our men’s group which still meet and go out regularly on trips.
Throughout the year our minibus fundraising appeal continued as we successfully applied for grants to numerous funders eventually reaching our target. The Mercedes Sprinter van was ordered and eventually the vehicle arrived in the UK in early 2024 ready for conversion. We eagerly await its completion and delivery and are looking forward to putting it to good use. Lots to look forward to.
Sue Trainor Project Manager
12
Otley Action for Older People / Annual Report 2023/24
Otley Action Activities
Regular Services and Activities from 01/04/2023 – 31/03/2024
Advice and Information
Registration of members Support for Individuals & community groups Signposting and referrals Newsletters
Transport and Mobility
Practical Help
Shopping support Gardener vetting service Contractor’s list Care and Repair referrals Volunteering IT and digital support
OAOP minibus transport Volunteer Car Scheme
Wheelchair Accessible Transport – Wheelchair Clamp Wheelchair and equipment loan
Social Activities
Fish and chip delivery service. Meal Deliveries Lunch Club, Mini-bus trips Christmas and Easter Parties Quizzes Art class Choir Memory Café Tai Chi Zumba Indoor Bowls Community Café Foot Health Care Clinic
Social Care
Home visiting and assessments Befriending Telephone contact Blue Badge Bus Passes Attendance allowance applications Housing support Form filling and financial queries
Health Activities
Tai Chi classes Chair-based Exercise Zumba Gold classes Winter indoor bowls Outdoor Bowling
13
Otley Action for Older People / Annual Report 2023/24
Regular Groups and Activities es
This is our regular timetable of scheduled events.
| This is our regular timetable of scheduled events. ~~a~~ ~~eeee~~ |
This is our regular timetable of scheduled events. ~~a~~ ~~eeee~~ |
This is our regular timetable of scheduled events. ~~a~~ ~~eeee~~ |
This is our regular timetable of scheduled events. ~~a~~ ~~eeee~~ |
This is our regular timetable of scheduled events. ~~a~~ ~~eeee~~ |
|---|---|---|---|---|
| Day Activity Venue Time Clients per week (Average) ~~a~~ ~~eeee~~ ~~eeeee~~ |
||||
| Monday Memory Café 1stMonday of the month Chippendale Centre 12pm 10 ~~a~~ ~~eeee~~ ~~eeeee~~ ~~ee~~ ~~eee~~ |
||||
| Monday Quiz 2ndMonday of the month Chippendale Centre 12pm 22 ~~ee eee~~ ~~ee~~ ~~eee~~ ~~ee~~ ~~es~~ |
||||
| Monday Internet Café 1-3 pm every Monday Chippendale Centre 1pm 12 ~~ee~~ ~~eee~~ ~~ee~~ ~~ee~~ ~~es~~ |
||||
| Monday Bingo every Monday Labour Rooms 2pm 16 ~~ee~~ ~~es~~ |
||||
| Monday Welcome Space November-March Chippendale Centre 1pm 10 ~~ee~~ ~~esee~~ |
||||
| Tuesday Otley Luncheon Club Chippendale Centre 12pm 25 ~~ee~~ ~~a~~ |
||||
| Tuesday Art Class Chippendale Centre 2pm 14 ~~a~~ ~~eeeee~~ ~~a~~ |
||||
| Tuesday Welcome Space November-March Chippendale Centre 10am 10 ~~re~~ ~~eeeee~~ ~~a~~ |
||||
| Wednesday Pool Luncheon Club Wharfedale Court 12pm 18 ~~eee ee~~ ~~aa~~ |
||||
| Wednesday Chair Based Exercise Chippendale Centre 3pm 18 ~~a~~ |
||||
| Thursday Choir Black Horse Courtyard 11am 13 ~~a~~ |
||||
| Thursday Otley Lunch Club Chippendale Centre 1pm 28 ~~a~~ |
||||
| Thursday Tai-chi Beech Hill Church 2pm 18 ~~a~~ |
||||
| Friday Indoor bowling (Seasonal) Otley Methodist Church 10am 16 ~~a~~ |
||||
| Friday Community Café Chippendale Centre 12.30pm 20 ~~a~~ |
||||
| Friday Zumba Gold Bridge Church 2pm 22 ~~a~~ |
||||
| Friday Foot Clinic Every other month 2 x sessions Otley Action Offices 12:30pm 14 ~~pop~~ ~~ee~~ |
||||
| Friday ~~pop~~ ~~rr~~ |
Welcome Space November-March ~~pop~~ ~~rr~~ |
Chippendale Centre ~~pop~~ ~~rr~~ ~~ee~~ |
12:30pm ~~pop~~ ~~rr~~ |
14 ~~pop~~ ~~rr~~ |
14
Otley Action for Older People / Annual Report 2023/24
What happened in 2023/2024
Our service has seen a steady growth in membership over the last year. We are pleased to report that our weekly groups are running at 95% capacity across the board.
Service Delivery
In 2023 most of our social groups were 95% full which is great to see. More people than ever are seeking new experiences and the opportunity to meet and chat and make new friendships. We love to see this enthusiasm from our members.
Projects, Groups & Activities
The Big Lottery Community Fund
The end of year 2 evaluation for the Big Lottery was submitted. On the 14[th of] August 2023.
Jenny Dobson the funding Officer was delighted with our progress report. “ Many thanks for the information and budget update that you sent through. The project looks fantastic – so much going on and the progress since C-19 lockdown is amazing!
In the past 12 months we have developed all five key themes mentioned in the LEO (Let’s Enable Otley) project. Transport, befriending, digital inclusion and community engagement being the four main ones. We are now in our third year of four and we intend to develop our intergenerational project.
Men’s Group – Community Transport Association
In May 2022 we were advised that our application to the Community Transport Association had been successful. We had applied to the CTA to access DfT funding of £24,000 to support older men by tackling loneliness through transport. The project aimed to reach out to those socially isolated men and provide trips and outings to places of interest so that friendships could be formed. The project was very successful with over 40 men accessing the service over the course of the 10-month project. The project ran from July 2022 to May 2023.
Health and Wellbeing Event
On the 1[st] of October 2023, we hosted a health and wellbeing event at the Chippendale Centre. Stallholders from different holistic services attended including meditation, acupuncture, hypnotherapy, sensory services, and some charity stalls. We rounded off the day with a lovely yoga session run by Zac Clarke. The event was well attended with lots of positive feedback.
15
Otley Action for Older People / Annual Report 2023/24
Otley Community Groups Network
As part of our Let’s Enable Otley Project, Otley Action has continued to organise a Community Groups lunch where representatives from community groups can network and meet other people and groups and find out what’s happening locally, sharing views about what the community might need. Our main aim has been to foster stronger ties within and between the community to allow further knowledge transfer and co-production.
The networking lunch has been successful and has met bi-monthly over this past year. We now have 35 member groups including 4 local churches, 4 local environmental groups, Otley Town Council, the local social prescribing team, Otley’s high school, and the local food bank. This partnership development work has helped to increase the interconnectedness between services in the town.
Lytham Holiday
In October 2023 we enjoyed a lovely 3-night stay in Lytham. 8 service users stayed at the Clifton Park Hotel and enjoyed some lovely day trips and meals.
Bucket List Project
In September 2023 we launched a new ‘Bucket List’ project. The aim is to encourage our members to try new things and expand their horizons. The 14 members of the group compiled a list of experiences which were planned for the following months. This included: cocktail making, wreath making, trips to museums and a series of tea and talk sessions. The talks covered topics such as magnet fishing and an engineer’s experience of working in Nigeria.
Leeds Community Anchor Network (LCAN)
OAOP received Household Support Funding (HSF) again in October 2023. A small pot of money to support individuals and families experiencing difficulties.
The Household Support Fund (HSF) is a central government fund. Leeds City Council (LCC) asked the Leeds Community Anchor Network (LCAN) to distribute money across the network and wider partners to cover all electoral wards of the city to support some of the most vulnerable families and individuals with food, fuel, and other essential costs. Otley Action were asked to support people in LS21.
Most of the fund was distributed to provide food, food vouchers and fuel costs. The grant could also be spent on other wider essentials and essential items in exceptional circumstances if needed. Along with providing food, food vouchers and fuel costs, most organisations involved with this project provided information and advice, as well as signposting to other services, such as Money Buddies and Green Doctor.
Volunteer Socials
We have organised multiple volunteer social events over the past year including monthly pub nights at The Black Horse, a summer social, and a Christmas party. All have been well attended, especially the Christmas party which took place on Thursday 7[th] December at The Chippendale Centre and had between 40-50 attendees.
16
Otley Action for Older People / Annual Report 2023/24
Christmas Volunteer Social December 2023
Volunteer Showcase
On Saturday 16[th] March, Otley Action hosted a Volunteer Showcase at Otley Methodist Church in conjunction with the Community Network Lunch attendees. There were numerous stall holders providing information about a variety of volunteering opportunities in the town, plus free refreshments and a cake stall manned by our lovely volunteers and older people. These stalls included Otley 2030, Otley Courthouse, The Bridge Church, Otley Lions, Hug on a Tray, Friends of Chevin Forest, Otley Carnival and many more. The event was very well attended with a steady flow of interested parties dropping in throughout the day. Five new people were interested in getting more information or signing up for Otley Action on the day. It was an opportunity to highlight the amazing voluntary work that goes on in our town, whilst at the same time advertising all the volunteering opportunities out there. Throughout the day more than 100 people dropped in, in addition to the stall holders.
This was a first for us and given how successful the day was and the amount of positive feedback we’ve received, we will be looking into repeating this event next year.
Dementia Information Roadshow
In March 2024 we were delighted to host a Dementia Information Roadshow in conjunction with Leeds City Council, the Local Care Partnership and NHS partners. The event was hosted at Otley Methodist Church, with 17 stall holders and 7 speakers offering their expertise. The collective aim is to provide information and support to people who may be affected by Dementia, whether it be the person, their carers or family members.
On the day we saw approximately 115 people through the doors which exceeded our expectations as historically the event has attracted half those numbers. The event was rounded off with a beautiful choral performance from our Singing for Pleasure choir led by Thanda Gumede our extremely talented choirmaster.
Men’s Group
Our Men’s Group continues to thrive with a good attendance rate on our trips. We venture to museums, restaurants and even the seaside.
Weekly Wellbeing Phone Calls Scheme
There are currently 1504 members registered with the organisation. The weekly wellbeing phone call scheme aims to randomly contact members who don’t typically attend a weekly group and have a general chat with them about how they are, and what we might be able to help them with. We cover
17
Otley Action for Older People / Annual Report 2023/24
topics such as fuel poverty, access to food, keeping warm and social inclusion. The programme started in November 2023 and continues.
Digital Inclusion
Our internet café runs every Monday 1-3 pm. Our IT inclusion worker Joe has also been offering home visits and has proven to be very popular with lots of new requests for support.
Veg Boxes
We have been working with Otley 2030 every school holiday to box up fruits and vegetables and distribute them to vulnerable people in Otley. The fruit and veg is funded by donations to Otley 2030 and some of our volunteers help with the distribution. In addition, we manage the database of contact information for all those who receive the boxes. It has led to new members and a potential to share volunteer resources.
Community Café
The weekly café is popular with independent members who can get into town. Local councilor Penny Robinson attends most weeks and offers support and advice to members. Our foot clinic runs alongside the café (alternate monthly) and is run by Nicky Gifford.
Christmas Party
The Christmas Party was as popular as ever. We provided a lovely afternoon of festivities for 85 members. Spectacular entertainment from Emma James was followed by a visit from Father Christmas. We were so grateful to receive voluntary support, sherry and mince pies from Professional Leads an Otley-based company.
Members Christmas Party December 2023
18
Otley Action for Older People / Annual Report 2023/24 OAOP Digital Inclusion Project 23/24 Summary
This summary provides an assessment of OAOP’s Digital Inclusion work from March 2023 – April 2024.
Key
----- Start of picture text -----
Digital Inclusion DI
Digital Inclusion DIP
Project
Social Inclusion SI
Home Visit HV
Appointment APPT
Internet Café IC
----- End of picture text -----
Statistics
- Data collected since 22/03/24, DIP spreadsheet records the form of contact. Total contact stats are summarised in the table below.
Fig. 1 DI Contact 22/03/23-19/04/2024
----- Start of picture text -----
Contact Type Number of Occurrences
Phone 354
Appointment 269
Home Visit 227
Drop-In 353
Internet Café 183
Other 51
TOTAL 1,437
----- End of picture text -----
Fig. 2 DI Contact 22/03/23-19/04/2024
19
Otley Action for Older People / Annual Report 2023/24
----- Start of picture text -----
Phone Appointment Home Visit Drop-In Internet Café Other
3%
13%
25%
24%
19%
16%
----- End of picture text -----
Analysis
Assessing the response to and uptake of OAOP’s DIP over the last year.
Phone Consultations
-
25% of all DI contact is by phone and may lead to an APPT/HV. Therefore, a single issue may result in two entries. Not stats inflation: this approach accounts for staff time within the demand statistics, ensuring numbers are a fair reflection of OAOP’s workload.
-
Call volume serves as a demand indicator and call content notes help manage the large DI caseload.
-
Content details can be used to review service users’ history of engagement with the DIP and allow the identification of patterns/trends.
- Importance of Drop In Availability
-
59% of all contact was in-person (24 % Drop-In, 16% HV and 19% APPT).
-
37% of all contact came from Drop-Ins (24% Drop-In + 13% IC).
-
Therefore ~63% of all in-person contact was Drop-In.
Drop-in services are clearly needed. Support being readily available is often cited as a reason service users feel confident to adopt technology. Service users often refer to one-time, fixed curriculum courses as inadequate and reinforce that ongoing in-person support is essential. I feel the approachable and flexible nature of our DI support is a reason that uptake has been so encouraging. Speed of response is also important to ensure delivery aligns with the pace of our SI
20
Otley Action for Older People / Annual Report 2023/24
work; DIP delivery had to meet the standards set by our existing work in order to integrate into the charity’s recognised offering.
Appointments and Home Visits
-
35% of all contact was either APPT(19%) or HV(16%).
-
1-1 sessions are booked by service users or made by Joe following an interaction not resolved by Drop-In or Phone contact.
The ability to book follow-up sessions with individuals is the main benefit of having a full-time staff member dedicated to DI. Effective learning and development of service users’ digital literacy requires sustained contact, with time for both repetition and trial of different approaches to embed knowledge. Offering 1-1 sessions both in OAOP and the home ensures that instruction and assistance is delivered where most effective and where service users are comfortable.
Final Thoughts
-
The IT/Digital aspect of OAOP’s offering is established and well known. Word of mouth and various publicity opportunities have contributed to this.
-
Financial restrictions are an often-cited barrier to digital inclusion, but not one we have found ourselves tackling. Digital literacy is the barrier we encounter most. The current guise of the DIP, which focuses on providing 1-1 support, meets the DI needs of most service users.
-
We have engaged with third parties such as GP surgeries, Leeds Council, British Telecom, AbilityNet, BBC and ITV; hopefully amplifying the cause of DI within our locality and further afield.
21
Otley Action for Older People / Annual Report 2023/24
– Otley Action for Older People Social Inclusion and Outreach Summary
Catherine and Sarah head up the social inclusion and outreach programme at Otley Action. The programme offers a wide range of one-to-one support to Otley Action members, and any registered member can request an appointment. The programme is also supported by Social Work students while they are on placement. One-to-one support is provided face-to-face in the office or at the member’s home.
One to one support categories:
----- Start of picture text -----
Attendance Attendance Allowance Applications
Allowance
Blue Badges Blue Badge Applications
Financial Support Financial support (pension queries, applications, benefit
assessments)
Other Other (housing, utilities, general enquiries, social inclusion)
----- End of picture text -----
The following figures are for the period 1[st] April 2023 to 31[st] March 2024.
----- Start of picture text -----
Staff Home Visits Office
Appointments
Sarah 56 44
Catherine 49 53
Social Work 150 60
Students
TOTAL 255 157
----- End of picture text -----
The one-to-one support was split into the above categories as follows:
----- Start of picture text -----
200
180
160
140
120
100
80
60
40
20
0
Attendance Allowance Blue Badges Financial Support Other
Sarah Catherine Students
----- End of picture text -----
22
Otley Action for Older People / Annual Report 2023/24
----- Start of picture text -----
Sarah
Attendance Allowance Blue Badges Financial Support Other
----- End of picture text -----
----- Start of picture text -----
Catherine
Attendance Allowance Blue Badges Financial Support Other
----- End of picture text -----
----- Start of picture text -----
Students
Attendance Allowance Blue Badges Financial Support Other
----- End of picture text -----
23
Otley Action for Older People / Annual Report 2023/24 Summary
There is a slightly higher demand for home visits over office appointments. These tend to be our more frail and housebound members who can’t get out under their own steam and do need more one-to-one support. We have seen an increase in demand for help with accessing pension and applying for benefits. This is due to so many services now moving online, and also the sharp rise in the cost of living.
24
Otley Action for Older People / Annual Report 2023/24
Trips and Outings
Throughout the year Otley Action ran a range of trips and outings. We ran some ad-hoc trips during this period as we received regular requests for countryside drives and shopping trips. These included:
The Sound of Music – Yeadon Town Hall Sunny Bank Mills Temple Newsham Grassington Day Trip Boundary Mill Salts Mill Booths Shopping Trip Kirkstall Bridge Shopping Centre Lunch at the Sun Inn Tong Garden Centre Ilkley Cinema Owlcotes Shopping Centre
25
Otley Action for Older People / Annual Report 2023/24
Training 7
| Training 7 |
7 | |
|---|---|---|
| Date | Training | Number of attendees |
| 20thAugust 2023 | Food Hygiene | 15 |
| 25th/27thOctober 2023 | Excel Spreadsheets-Staff | 7 |
| 28thFebruary 2024 | Dementia Friends | 13 |
| 24thJanuary 2024 | Safeguarding Vulnerable Adults | 12 |
26
Otley Action for Older People / Annual Report 2023/24
Otley Action Finance – Fundraising and Donations
| Date Project Amount ~~a~~ |
Date Project Amount ~~a~~ |
Date Project Amount ~~a~~ |
|---|---|---|
| 03/04/2023 Leeds CityCouncil - Core funding £17,384.41 ~~a~~ |
||
| 11/04/2023 HealthyWarm and Well –grant for meal deliveries £3,705.00 ~~a~~ |
||
| 12/04/2023 HousingSupport Fund SupplementaryGrant £2,500.00 ~~a~~ ~~a~~ |
||
| 13/04/2023 HousingSupport Fund £555.00 ~~a~~ ~~a~~ |
||
| 18/04/2023 Pool Parish Council – Pool Party £400.00 ~~a~~ ~~a~~ |
||
| 19/05/2023 Leeds CityCouncil – Lunch Club Grant £2,032.18 ~~aa~~ |
||
| 19/05/2023 Leeds CityCouncil – Lunch Club Grant £2,032.18 ~~a~~ ~~a~~ |
||
| 19/05/2023 Leeds CityCouncil – Lunch Club Grant £2,032.18 ~~a~~ |
||
| 26/05/2023 BigLotteryGrant £25,255.00 ~~a~~ |
||
| 01/07/2023 Leeds CityCouncil - Core funding £17,384.41 ~~a~~ |
||
| 07/07/2023 Awards For All –grant for the minibus fund £10,000.00 ~~a~~ |
||
| 26/07/2023 HousingSupport Fund £10,500.00 ~~a~~ |
||
| 27/07/2023 OtleyRotaryClub donation – disbanded £360.83 ~~a~~ |
||
| 31/07/2023 BSOG £310.75 ~~a~~ ~~a~~ ~~a~~ |
||
| 11/08/2023 OtleyTown Council – Internet Café £400.00 ~~a~~ |
||
| 21/08/2023 Leeds CityCouncil – Mice Money– train the trainer £500.00 ~~aa~~ |
||
| 01/09/2023 Garfield Weston Foundation – General spending £25,000 ~~a~~ |
||
| 28/09/2023 Leeds Older People’s Forum – IDOP £300.00 ~~a~~ ~~a~~ |
||
| 28/09/2023 Leeds Older People’s Forum – Brighter Days £1,148.00 ~~a~~ ~~a~~ |
||
| 29/09/2023 Leeds CityCouncil Core Funding £17,384.41 ~~a~~ ~~a~~ |
||
| 10/10/2023 Mangoletsi Trust – came under transport review £5,500.00 ~~a~~ ~~a~~ |
||
| 11/10/2023 Donation for the minibus fund – AndyHinton £1,000.00 ~~a~~ |
||
| 26/10/2023 McCarthyand Stone – fundingfor small trips £4,000.00 ~~a~~ |
||
| 07/11/2023 Co-op– fundingfor minibus £1,271.73 ~~a~~ |
||
| 24/11/2023 BigLotteryGrant £25,255.00 ~~a~~ |
||
| 01/12/2023 BW Legal –grant for mensgroup,Xmaspartyand hampers £2,600.00 ~~a~~ |
||
| 15/12/2023 Leeds CityCouncil – extra lunch club funding £699.70 ~~a~~ |
||
| 15/12/2023 Leeds CityCouncil – extra lunch club funding £699.70 ~~a~~ |
||
| 15/12/2023 Leeds CityCouncil – extra lunch club funding £699.70 ~~a~~ |
||
| 18/12/2023 BW Legal – mensgroup,Xmaspartyand hampers £2,615.50 ~~a~~ ~~a~~ |
||
| 18/12/2023 ~~a~~ |
HMRC – Gift Aid | £2,749.31 |
27
Otley Action for Older People / Annual Report 2023/24
| Otley Action for Older People / Annual Report 2023/24y Action for Older People / Annual Report 2023/24Action for Older People / Annual Report 2023/24ple / Annual Report 2023/24le / Annual Report 2023/24/ Annual Report 2023/24Annual Report 2023/24port 2023/24ort 2023/24/2424 | Otley Action for Older People / Annual Report 2023/24y Action for Older People / Annual Report 2023/24Action for Older People / Annual Report 2023/24ple / Annual Report 2023/24le / Annual Report 2023/24/ Annual Report 2023/24Annual Report 2023/24port 2023/24ort 2023/24/2424 | Otley Action for Older People / Annual Report 2023/24y Action for Older People / Annual Report 2023/24Action for Older People / Annual Report 2023/24ple / Annual Report 2023/24le / Annual Report 2023/24/ Annual Report 2023/24Annual Report 2023/24port 2023/24ort 2023/24/2424 |
|---|---|---|
| 20/12/2023 Leeds CommunityAnchor Network – Welcome Space Grant £6,100.00 |
||
| 29/12/2023 Leeds CityCouncil – Core Funding £17,634.41 |
||
| 18/01/2024 Yorkshire BuildingSociety £1,990.00 |
||
| 07/03/2024 OtleyTown Council £420.00 |
||
| 20/03/2024 | Leeds CommunityAnchor Network – ListeningWell Project | £1,100.00 |
THE MANGOLETSI TRUST
28
Otley Action for Older People / Annual Report 2023/24 OTLEY ACTION FOR OLDER PEOPLE DETAILED INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 MARCH 2024
| 2024 | 2023 | ||
|---|---|---|---|
| £ | £ | £ £ | |
| Income | |||
| Grants, Donations and Fundraising | 329,673 | 187,991 | |
| Fees and Charges | 9,915 | 7,403 | |
| Contributions to Activities | 25,224 | 27,554 | |
| Luncheon Club | 20,946 | 18,143 | |
| Community Car Scheme | 2,549 | 2,166 | |
| Bank Interest | 6,413 | 2,395 | |
| Student Placements | 2,800 | 4,000 | |
| Employers Allowance | 5,000 | 5,000 | |
| Introduction fee | 657 | - | |
| Sponsorship | 250 | - | |
| Utilities Compensation | - | 1,000 | |
| Total Income | 403,427 | 255,652 | |
| Expenditure | |||
| Office and Room Rent | 10,000 | 10,000 | |
| Light and Heat | 7,410 | 7,864 | |
| Subscriptions | 551 | 438 | |
| Telephone | 2,752 | 2,182 | |
| Printing, Stationery & Postage | 1,685 | 2,864 | |
| Insurance | 995 | 922 | |
| Repairs, Renewals & Refurbishments | 5,218 | 4,750 | |
| I T Support & Equipment | 4,241 | 4,800 | |
| Independent Examination | 1,550 | 1,500 | |
| Professional Fees/Consultancy | 13,898 | 12,040 | |
| Miscellaneous | 476 | 845 | |
| Publicity | 2,310 | 2,653 | |
| 51,086 | 50,858 | ||
| Minibus & Van Expenses | 7,154 | 12,534 | |
| Minibus Hire | - | 6,720 | |
| Trips, Social Events & Activities | 39,417 | 28,977 | |
| Luncheon Club | 20,781 | 17,175 | |
| 67,352 | 65,406 | ||
| Salaries | 128,031 | 105,048 | |
| Employers National Insurance | 10,137 | 8,166 | |
| Staff Recruitment | - | 212 | |
| Pension Contributions | 26,168 | 20,947 | |
| Payroll Fees | 1,124 | 895 | |
| Training | 1,620 | 695 | |
| Volunteer Expenses | 4,003 | 1,950 | |
| DBS Checks | 509 | 858 | |
| 171,592 | 138,771 | ||
| Total Expenditure | 290,030 | 255,035 | |
| Net Surplus for the Year | 113,397 | 617 | |
| Funds Brought Forward | 235,704 | 235,087 | |
| Funds Carried Forward | 349,101 | 235,704 |
29
Otley Action for Older People / Annual Report 2023/24
30
Charity Registration No: 1150684 Company Registration No: 08224902 (England and Wales)
OTLEY ACTION FOR OLDER PEOPLE
DIRECTORS’ REPORT AND UNAUDITED ACCOUNTS
FOR THE YEAR ENDED 31 MARCH 2024
OTLEY ACTION FOR OLDER PEOPLE
ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2024
INDEX
Page
- Significant Information 2. Report of the Directors 3. Independent Examiners Report 4. Statement of Financial Activities 5. Balance Sheet 6. Statement of Cashflows 7 - 15 Notes to Accounts
1a.
OTLEY ACTION FOR OLDER PEOPLE
LEGAL AND ADMINISTRATIVE INFORMATION
Directors John Eveleigh Doris Gagen Pamela Gill Ailsa Bearpark Nigel Gill Gillian Chapman Frank Jordan Timothy Dalby Pauline Padden Stuart Page Secretary Susan Trainor Charity number 1150684 Company number 08224902 Registered office Otley Old Peoples Welfare Centre Crossgate Otley West Yorkshire LS21 3AA Independent Examiner Kevin J Meddings MAAT Kevin Meddings Accountancy Services 55 Crowther Avenue Calverley Leeds West Yorkshire LS28 5SA
1b.
OTLEY ACTION FOR OLDER PEOPLE
LEGAL AND ADMINISTRATIVE INFORMATION (CONTINUED)
Bankers
Virgin Money 94 – 96 Briggate Leeds West Yorkshire LS1 6ND
Monmouthshire Building Society Monmouthshire House John Frost Square Newport Monmouthshire NP20 1PX
The Charity Bank Ltd Fosse House 182 High Street Tonbridge Kent TN9 1BE
Charities Aid Foundation Shawbrook Bank Lutea House Warley Hill Business Park The Drive Great Warley Brentwood Essex CM13 3BE Cambridge & Counties Bank Charnwood Court 5b New Walk Leicester Leicestershire LE1 6TE
2a.
OTLEY ACTION FOR OLDER PEOPLE
DIRECTORS’ REPORT FOR THE YEAR ENDED 31 MARCH 2024
The trustees present their report and accounts for the year ended 31 March 2024.
The accounts have been prepared in accordance with the accounting policies set out in note 1 to the accounts and comply with the charity’s memorandum and articles of association and constitution, the Companies Act 2006 and the Charities Act 2011.
Structure governance and management
The charity is a company limited by guarantee and was incorporated on 21 September 2012. The charity was registered with the Charity Commission on 4 February 2013.
The directors who served during the year were:
John Eveleigh Doris Gagen Pamela Gill Arthur Parslow (resigned 8 January 2024) Ailsa Bearpark Nigel Gill Gillian Chapman Frank Jordan Timothy Dalby Pauline Padden Stuart Page
Appointment of Directors:
The charity may by ordinary resolution:
- Appoint an existing member who is willing to act to be a director; and 2. Determine the rotation in which any additional directors are to retire.
No person other than a director retiring by rotation may be appointed a director at any general meeting unless:
-
He or she is recommended for re-election by the directors; or
-
Not less than 14, no more than 35 clear days before the date of the meeting; the charity is given a notice that:
-
a. Is signed by a member entitled to vote at the meeting;
-
b. States the member’s intention to propose the appointment of a person as a director.
None of the directors has any beneficial interest in the company. All of the directors are members of the company and guarantee to contribute £10 in the event of a winding up.
All directors have voting rights.
Organisational Structure
Otley Action for Older People is managed by the directors in accordance with the Constitution and Memorandum and Articles of Association. The directors meet on a regular basis every 6 weeks with the Annual General Meeting held each year.
All decisions other than routine day-to-day planning and project management decisions are brought before the directors for discussion and ratification. The staff team report to the directors through regular written reports. There is a supervision structure within the staff team. The work of the organisation is also undertaken in keeping with our written policies (see below) and the conditions laid down by our various funders.
2b.
OTLEY ACTION FOR OLDER PEOPLE
DIRECTORS’ REPORT (continued) FOR THE YEAR ENDED 31 MARCH 2024
Relationships
Otley Action is part of the Leeds Neighbourhood Network Scheme a highly regarded network of 36 organisations supporting older people throughout the city of Leeds. We work closely with the other networks within the geographical boundary.
We acted as the Leeds City Council Hub for Otley and Yeadon supporting people throughout the pandemic – doing so from May 2020 up until May 2023. We joined the Leeds Community Anchor Network in 2023 taking the lead in LS21 distributing the Housing Support Fund to those effected by the financial crisis. We also administered the payments for the Welcome Spaces throughout the area. We also partner with the Big Lottery Fund and are funded by them until August 2025. We are part of the Local Care Partnership running projects in partnership with health and social care and the voluntary sector. We work closely with Chevin Medical and Yeadon Health teams, the local medical centres. We partner with the social prescribing teams and regularly refer to and from them. Locally we are part of the Otley Community group consisting of Otley Town Council, local schools, churches, food bank to name a few. We have been working closely with Otley 2030 a relatively new group focusing on environmental issues. Each year Otley Action provides placements for Leeds Beckett University and Bradford University for Social Work students, providing work, supervision, and mentoring. Our partnership with the CTA (Community Transport Association) ended in June 2023 when the funding came to an end, but we continue to support the work that it supported.
Objectives and activities
The charity’s objects are to relieve the following charitable needs of older people living in Otley, Pool and Arthington:
-
To relieve poverty.
-
To preserve and protect good health.
-
To advance education.
-
To promote the social inclusion of such people who are excluded from society because they are house-bound or who are unable to drive or easily access public transport and to assist them to integrate into society by such means as the directors deem fit.
The directors have complied with their duty to have due regard to guidance published by the Charities Commission with particular reference to the advancement of education and health and the relief of poverty. This is outlined further below.
Otley Action continues to work with some of the most frail and vulnerable older people in society. By March 2024, our membership exceeded 1,500. Many of those accessing services being between 80 -100 years old. Almost 20% of our registered members are now over the age of 90. Members include older people with physical disabilities, wheelchair users and wheelie walker and stick users, visual impairment, and those with dementia, depression, and anxiety issues. Many of these people are housebound and socially isolated and desperately in need of social interaction. These older people are unable to get out of their own homes without support and suitable transport that considers individual needs.
We continued to partner with Leeds City Council and Voluntary Action Leeds responding to the financial crisis by taking lead roles as a Welcome Space provider and a Housing Support Fund distributor.
OAOP received Household Support Funding (HSF) again in October 2023. A small pot of money to support individuals and families experiencing difficulties.
The Household Support Fund (HSF) is a central government fund. Leeds City Council (LCC) asked the Leeds Community Anchor Network (LCAN) to distribute money across the network and wider partners to cover all electoral wards of the city to support some of the most vulnerable families and individuals with food, fuel, and other essential costs. Otley Action were asked to support people in LS21.
2c.
OTLEY ACTION FOR OLDER PEOPLE
DIRECTORS’ REPORT (continued) FOR THE YEAR ENDED 31 MARCH 2024
In March 2024 we were delighted to host a Dementia Information Roadshow in conjunction with Leeds City Council, the Local Care Partnership and NHS partners. The event was hosted at Otley Methodist Church, with 17 stall holders and 7 speakers offering their expertise. The collective aim to provide information and support to people who may be affected by Dementia, whether it be the person, their carers or family members. On the day we saw 115 people pass through the doors which exceeded our expectations. The event was rounded off with a beautiful choral performance from our Singing for Pleasure choir led by Thanda Gumede our extremely talented choir master.
The Social Inclusion and Outreach and Development programme at Otley Action offers a wide range of one-to-one support to Otley Action members, and any registered member can request an appointment. The programme is also supported by Social Work students whilst they are on placement. One to one support is provided face to face in the office or at the member’s home. In this financial year over 400 appointments were registered.
The Otley Action Digital Inclusion Project has seen unprecedented demand for digital support. In this period there has been over 1,400 separate contacts with individuals including phone, drop ins, appointments, Internet Café attendees etc.
Our minibus fundraising campaign continued with vigour as we came closer to reaching our goal of replacing our existing VW Crafter with a brand-new bespoke Mercedes Sprinter. This vehicle is now due for delivery in June 2024.
The Community Network Lunch initiated by Otley Action continued to thrive in this period attracting new members. The bi-monthly event continues to provide a useful platform for community groups to come together and share their hopes and inspirations.
Throughout the year we have run groups addressing social isolation and loneliness; supporting people with anxiety and depression; low-level memory problems, dementia, and long-term conditions such as diabetes, arthritis, chronic obstructive pulmonary disease; supporting people to stay healthy; assistance with end-of-life issues and bereavement; supporting carers and help with advocacy.
Our car scheme has provided services to health-related appointments; one to one shopping services and outings.
Our befriending service provides one to one support for the loneliest and socially isolated who generally live alone. We provide lunch clubs; physical activities; the Memory and Inclusion project as well as the Internet Café.
2d.
OTLEY ACTION FOR OLDER PEOPLE
DIRECTORS’ REPORT (continued) FOR THE YEAR ENDED 31 MARCH 2024
Policies
These are policies we have reviewed this year:-
Accessible Information Policy documents Bullying and Harassment Policy documents Complaints and Compliments Policy and Confidentiality Policy Data Protection Policy documents Disciplinary Policy documents Environment Policy documents Equality and Diversity Policy documents Financial Standing Order and Reserves Policy documents Grievance Policy Health and Safety Policy documents Lone Worker Policy documents Needs Risk and Support Planning Safeguarding Vulnerable Adults Training Policy documents Volunteering Policy documents GDPR Policy
Financial Review
The organisation made a surplus of £113,397 (2023 - surplus of £617 in this financial year.
The core activities of the organisation incurred a surplus of £86,828 prior to any fund transfers.
The total reserves of the organisation at 31 March 2024 amounted to £349,101. This includes an advanced deposit of £52,567 in respect of the purchase of a new Minibus. This is shown on the balance sheet as a prepayment.
Of this £84,762 relates to specific restricted funded projects and is due to be spent in the 2024/25 financial year. General reserves, now amount to £109,604 following a transfer of £34,180 to our designated Contingency Fund and are available to support current ongoing work of the organisation.
The organisation has 2 designated funds; the Contingency Fund referred to below and the Transport Fund which at 31 March 2024 had a balance of £9,720 and had been established to support the costs of running the Minibus.
The main risks that the organisation is subject to are covered through our insurance policies. There are, however, a number of risks which we cannot insure against including withdrawal or cessation of funding from outside bodies and the need to cover employee redundancy terms. It is, therefore, the policy of Otley Action for Older People to hold back a part of our resources as reserves to allow us to meet our obligations in the event of unexpected circumstances.
The organisations policy is to hold in a separate designated fund a sum equivalent to 6 months running costs which is approximately £145,015. Following a transfer of £34,180 from unrestricted funds this policy has been confirmed at the year end.
Investment Policy
2e.
OTLEY ACTION FOR OLDER PEOPLE
DIRECTORS’ REPORT (continued) FOR THE YEAR ENDED 31 MARCH 2024
Plans for the Future
We are looking forward to the arrival of a brand-new custom-built Mercedes Sprinter minibus with tailgate in June 2024. This bespoke vehicle is at the final stages before delivery to Otley is invaluable. This vehicle will set the organisation up for the next 10 years providing wheelchair accessible transport for older people with disabilities.
In 2024 we joined the Enhance project a partnership project working with Leeds Older People’s Forum, Leeds Community Health (LCH) and AVSED. The pilot project is in its third year and if successful could attract future funding from LCH. The aim is to take pressure off the NHS by providing nonclinical intervention.
As we head into our final year of Big Lottery funding, we are now preparing for future applications. With the support of Third Sector Consultancy, we are conducting a comprehensive consultation with members, volunteers and staff. This will provide useful information in developing future services and for strategic planning.
Statement of Directors Responsibilities
The directors of Otley Action for Older People are responsible for preparing the Directors Annual report and accounts in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).
Company law requires the directors to prepare accounts for each financial year. Under company law the directors must not approve the accounts unless they are satisfied that they give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing these accounts the directors are required to:-
-
select suitable accounting policies and apply them consistently;
-
observe the methods and principles in the Charities SORP;
-
make judgements that are reasonable and prudent;
-
state whether UK accounting standards have been followed, subject to any departures disclosed and explained in the accounts; and
-
prepare the accounts on a going concern basis unless it is inappropriate to presume that the
The directors are responsible for the maintenance and integrity of the charity and financial information included on the charity’s website. Legislation in the United Kingdom governing the preparation and disseminator of accounts may differ from legislation in other jurisdictions.
The directors are responsible for maintaining proper accounting records which disclose at anytime the financial position of the charitable company and to enable them to ensure that the accounts comply with the Companies Act 2006, and the Charities Act 2011. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
On behalf of the board of directors
Ailsa Bearpark
Director
Dated:
INDEPENDENT EXAMINERS REPORT
TO THE DIRECTORS OF OTLEY ACTION FOR OLDER PEOPLE
I report on the accounts of the charity for the year ended 31 March 2024 which are set out on pages 4 to15.
Respective responsibilities of director and examiner
The directors of Otley Action for Older People are responsible for the preparation of the accounts. The directors consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.
Having satisfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to:
-
(i) examine the accounts under section 145 of the 2011 Act;
-
(ii) to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act; and
-
(iii) to state whether particular matters have come to my attention.
Basis of independent examiner’s report
My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a “true and fair view” and the report is limited to those matters set out in the statement below.
Independent examiner’s statement
In connection with my examination, no matter has come to my attention:-
(a) which gives me reasonable cause to believe that in any material respect the requirements:-
-
(i) to keep accounting records in accordance with section 386 of the Companies Act 2006; and (ii) to prepare accounts which accord with the accounting records and to comply with the accounting requirements of section 396 of the Companies Act 2006 and with the methods and principles of the Statement of Recommended Practice; Accounting and Reporting by Charities;
-
have not been met; or
-
(b) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Kevin J Meddings MAAT
Kevin Meddings Accountancy Services 55 Crowther Avenue Calverley Leeds West Yorkshire LS28 5SA
Dated:
OTLEY ACTION FOR OLDER PEOPLE
STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2024
Note Income Donations and Legacies 2 Investment Income Income from Charitable Activities 3 Total Income Expenditure Charitable Activities 4 Total Expenditure Net Income/ Net movement in funds before transfers Transfer between funds Net Income/ Net Movement in funds after transfers Total funds brought forward Total funds carried forward |
General Designated Restricted Fund Fund Funds £ £ £ 114,027 - 7,268 6,413 - - 120,440 - 7,268 131,268 10,606 133,845 251,708 10,606 141,113 164,880 7,154 117,996 164,880 7,154 117,996 86,828 3,452 23,117 (28,180) 34,180 (6,000) 58,648 37,632 17,117 50,956 117,103 67,645 109,604 154,735 84,762 |
2024 £ 121,295 6,413 127,708 275,719 403,427 290,030 290,030 113,397 - 113,397 235,704 349,101 |
2023 £ 22,335 2,395 24,730 230,922 255,652 255,035 255,035 617 - 617 235,087 235,704 |
|---|---|---|---|
The statement of financial activities also complies with the requirements for an income and expenditure account under the Companies Act 2006.
OTLEY ACTION FOR OLDER PEOPLE
BALANCE SHEET AS AT 31 MARCH 2024
| Notes Fixed Assets 7 Current Assets Cash at Bank and in Hand Debtors and prepayments 8 Total Assets Creditors: Amounts Falling Due Within One Year 9 Total Assets less Current Liabilities The Funds of the Charity Restricted Funds 11 Unrestricted Funds Designated Funds 12 General Fund Total Charity Funds |
General Designated Restricted fund funds funds - - - 114,401 154,735 32,195 - - 52,567 114,401 154,735 84,762 (4,797) - - 109,604 154,735 84,762 - - 84,762 - 154,735 - 109,604 - - 109,604 154,735 84,762 |
2024 Total funds - 301,331 52,567 353,898 (4,797) 349,101 84,762 154,735 109,604 349,101 |
2023 Total funds - 242,108 2,100 244,208 (8,504) 235,704 67,645 117,103 50,956 235,704 |
|---|---|---|---|
The company is entitled to the exemption from the audit requirement contained in section 477 of the Companies Act 2006, for the year ended 31 March 2024. No member of the company has deposited a notice, pursuant to section 476, requiring an audit of these accounts.
The directors acknowledge their responsibilities for ensuring that the company keeps accounting records which comply with section 386 of the Act and for preparing accounts which give a true and fair view of the state of affairs of the company as at the end of the financial year and of its incoming resources and application of resources, including its income and expenditure, for the financial year in accordance with the requirements of sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to accounts, so far as applicable to the company.
These accounts have been prepared in accordance with the special provisions relating to small companies within Part 15 of the Companies Act 2006.
The accounts were approved by the Board on
Ailsa Bearpark
Director
Company Registration No: 08224902
OTLEY ACTION FOR OLDER PEOPLE
STATEMENT OF CASHFLOWS AS AT 31 MARCH 2024
| Notes Cash generated by operating activities 14 Cashflow from investing activities Interest income Increase in cash equivalents in the year Cash equivalents at the beginning of the year Total cash equivalents at the end of the year |
2024 £ 52,810 6,413 59,223 242,108 301,331 |
2023 £ 936 2,395 3,331 238,777 242,108 |
|---|---|---|
OTLEY ACTION FOR OLDER PEOPLE
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2024
1. Accounting Policies
a. Accounting Convention
The accounts are prepared under the historical cost convention unless otherwise stated.
The accounts are prepared in accordance with Accounting and Reporting by Charities; Statement of Recommended Practice (SORP) applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) published on 16 July 2014, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS102) the Charities Act 2011, the Companies Act 2006 and UK Generally Accepted Accounting Practice as it applies from 1 January 2015.
The charity constitutes a public benefit entity as defined by FRS102.
Having considered future planned activities and the resources available to the charity, the directors are satisfied that the financial statements should continue to be prepared on the going concern basis.
b. Incoming Resources
Donations and legacies are included in full in the Statement of Activities when receivable.
Fees and charges, income from activities and all other related income is accounted for when received by the charity.
Income from investments is included in the year in which it is receivable.
Revenue grants for specific projects are credited to the Statement of Financial Activities when received and unspent amounts are carried forward in the form of restricted reserves.
c. Resources Expended
Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be recovered and is reported as part of the expenditure to which it relates.
Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for beneficiaries.
Governance costs includes those costs associated with meeting the constitutional and statutory requirements of the charity.
All costs are allocated between the expenditure categories on the Statement of Financial Activities (SOFA) on a basis designed to reflect the use of the resource.
d. Tangible Fixed Assets and Depreciation
Tangible fixed assets are stated at cost less depreciation. Depreciation is provided at rates calculated to write off the cost less estimated residual value of each asset over its expected useful life as follows:-
Tools and Equipment 4 years Office Equipment 4 years Motor Vehicles 4 – 10 years
e.
Taxation
As a registered charity the association benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.
OTLEY ACTION FOR OLDER PEOPLE
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2024
f. Pensions
The charity contributes to deferred contribution pension schemes for all of its employees.
g. Fund Accounting
Unrestricted funds are available to spend on activities that further any of the purposes of the charity. Funds may be designated at anytime by the directors if such a purpose is identified.
Restricted funds are subject to specific conditions by donors as to how they may be used.
2. Donations and Legacies
| Donations: Crowdfunder CAF Charity Vouchers Legacy of James Brannigan Yorkshire Building Society Co-op Local Community Fund Legacy of Keith Foster Trustees of Abbey House Skipton Building Society Lymm Mayo Community Shop Trust Rotary Club of Otley Chevin Otley Chamber of Trade Otley Swimming Club Westbourne Masonic Lodge Washburn Heritage Waitrose Donations and Fundraising 3. Income from Charitable Activities General Designated Restricted £ £ £ Grants for unrestricted purposes 94,788 - - Grants for restricted purposes - 691 112,899 Contribution to Activities 27,773 - - Fees & Charges - 9,915 20,946 Student Placements 2,800 - - Employers Allowance 5,000 - - Introduction fee 657 - - Sponsorship 250 - - Utilities Compensation - - - 131,268 10,606 133,845 |
2024 £ 3,563 2,500 95,310 1,990 1,272 1,000 500 500 500 361 270 13,529 121,295 2024 Total £ 94,788 113,590 27,773 30,861 2,800 5,000 657 250 - 275,719 |
2023 £ 2,277 3,500 - - - - - - - - - 1,198 550 539 500 13,771 22,335 2023 Total £ 69,538 96,118 29,720 25,546 4,000 5,000 - - 1,000 230,922 |
|---|---|---|
OTLEY ACTION FOR OLDER PEOPLE
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2024
| 2024 £ Grants for unrestricted purposes Leeds City Council 69,788 Garfield Weston Foundation 25,000 94,788 2024 £ Grants for Restricted and Designated Purposes Leeds City Council Luncheon Club 8,196 Leeds City Council Hub Funding 15,405 Bus Service Operators Grant 691 The National Lottery Community Fund Lets Enable Otley 50,510 Otley Town Council 820 Awards For All 10,000 Leeds City Council Welcome Space Fund 6,100 The Mangoletsi Trust 5,500 BW Legal Services 5,215 The McCarthy & Stone Foundation 4,000 Leeds Older Peoples Forum (Meal Deliveries) 3,705 Leeds Older Peoples Forum (Brighter Days) 1,148 Leeds Community Anchor Network 1,100 Leeds City Council 500 Pool Parish Council 400 Leeds Older Peoples Forum (Health and Wellbeing Event) 300 Community Transport Association - Charles & Elsie Sykes Trust - Leeds Mind - Home Instead Ilkley - Leeds City Council (MICE) - Windmill Community Transport - 113,590 |
2023 £ 69,538 - 69,538 2023 £ 7,848 10,500 311 48,350 820 - - - - - - - - - - - 24,000 2,000 1,000 500 450 339 96,118 |
|---|---|
OTLEY ACTION FOR OLDER PEOPLE
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2024
4. Charitable Activities
| Office and Room Rent Light and Heat Subscriptions Telephone Printing, Stationery & Postage Insurance Repairs, Renewals and Refurbishments I T Support & Equipment Professional Fees/Consultancy Miscellaneous Publicity Minibus & Van Expenses Minibus Hire Trips, Social Events & Activities Luncheon Club Salaries Employers National Insurance Staff Recruitment Pension Contributions Payroll Fees Training Volunteer Expenses Governance Costs (note 5) 5. Governance Costs DBS Checks Independent Examiner’s Fee 6. Staff Costs Salaries Employers National Insurance Pension Contributions |
2024 £ 10,000 7,410 551 2,752 1,685 995 5,218 4,241 13,898 476 2,310 7,154 - 39,417 20,781 128,031 10,137 - 26,168 1,124 1,620 4,003 2,059 290,030 2024 £ 509 1,550 2,059 2024 £ 128,031 10,137 26,168 164,336 |
2023 £ 10,000 7,864 438 2,182 2,864 922 4,750 4,800 12,040 845 2,653 12,534 6,720 28,977 17,175 105,048 8,166 212 20,947 895 695 1,950 2,358 255,035 2023 £ 858 1,500 2,358 2023 £ 105,048 8,166 20,947 134,161 |
|---|---|---|
OTLEY ACTION FOR OLDER PEOPLE
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2024
The charity considers its key management personnel to be the Directors and the Project Manager Susan Trainor.
The average number of employees during the year including part time was 6 (2023 – 5).
No employee earned more than £60,000.
None of the directors (or any person connected with them) received any remuneration or were reimbursed expenditure during 2024 (2023: none).
We can confirm that there are no related party transactions that require disclosure in the accounts (2023: none).
7. Fixed Assets
| Motor Tools & Vehicles Equipment £ £ Cost At 1 April 2023 And 31 March 2024 80,555 12,093 Depreciation At 1 April 2023 And 31 March 2024 80,555 12,093 Net Book Value At 31 March 2024 - - At 31 March 2023 - - 8. Debtors and prepayments Minibus deposit Prepayments 9. Creditors and accruals Accruals |
Office Equipment £ 21,639 21,639 - - 2024 £ 52,567 - 52,567 2024 £ 4,797 |
Total £ 114,287 114,287 - - 2023 £ 1,000 1,100 2,100 2023 £ 8,504 |
|---|---|---|
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2024
OTLEY ACTION FOR OLDER PEOPLE
10. Pension and other past-retirement benefit commitments Defined Contributions
Contributions payable by the charity during the year
2024 2023 £ 26,168 20,947
- Restricted Funds
| 11. Restricted Funds |
||||||
|---|---|---|---|---|---|---|
| Movement | in Funds | |||||
| Balance at | Incoming | Resources | Transfers Balance at | |||
| 1 April | 2023 | Resources | Expended | 31 |
March | |
| 2024 | ||||||
| £ | £ | £ |
£ | £ | ||
| Luncheon Clubs | 18,584 | 29,142 | (20,781) |
(6,000) | 20,945 | |
| Leeds City Council Hub Funding | - | 15,405 | (15,405) |
- | - | |
| Otley Town Council | 140 | 820 | (960) |
- | - | |
| The National Lottery Community Fund | ||||||
| Lets Enable Otley | 18,417 | 50,510 | (51,882) |
- | 17,045 | |
| Minibus Fund | 24,504 | 6,768 | - |
15,500 | 46,772 | |
| Community Transport Association | 4,800 | - | (4,800) |
- | - | |
| Charles & Elsie Sykes Trust | 1,200 | - | (1,200) |
- | - | |
| Awards For All | - | 10,000 | - |
(10,000) | - | |
| Leeds City Council Welcome | ||||||
| Spaces Fund | - | 6,100 | (6,100) |
- | - | |
| The Mangoletsi Trust | - | 5,500 | - |
(5,500) | - | |
| BW Legal Services | - | 5,215 | (5,215) |
- | - | |
| The McCarthy & Stone Foundation | - | 4,000 | (4,000) |
- | - | |
| Leeds Older Peoples Forum | ||||||
| (Meal Deliveries) | - | 3,705 | (3,705) |
- | - | |
| Leeds Older Peoples Forum | ||||||
| (Brighter Days) |
- | 1,148 | (1,148) |
- | - | |
| Leeds Community Anchor Network | - | 1,100 | (1,100) |
- | - | |
| Leeds City Council | - | 500 | (500) |
- | - | |
| Lymm Mayo Community Shop Trust | - | 500 | (500) |
- | - | |
| Pool Parish Council | - | 400 | (400) |
- | - | |
| Leeds Older Peoples Forum | ||||||
| (Health & Wellbeing Event) | - | 300 |
(300) |
- | - | |
| 67,645 | 141,113 |
(117,996) | (6,000) | 84,762 |
OTLEY ACTION FOR OLDER PEOPLE
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2024
Restricted Funds:-
Luncheon Club
There are currently three luncheon clubs held every week on a Tuesday, Wednesday and Thursday. Two of the lunch clubs are in Otley and the third one is in Pool on a Wednesday. A healthy and nutritious two-course lunch with tea or coffee is available for a small charge. Otley Action receives a grant for each of the lunch clubs from Leeds City Council.
Leeds City Council Hub Funding
In 2023 the Leeds City Council (LCC) Hubs that had supported vulnerable people throughout the pandemic finally came to an end. Both LCC and Voluntary Action Leeds (VAL) recognised the value in the network that had emerged and wanted to utilise this to the good of the community. The Leeds Care Anchor Network (LCAN) was founded on the back of the Hub model. The Otley Action For Older People Board eventually decided to join in 2023 after much deliberation
Otley Town Council
£140 remained of the money received in the previous financial year which was to be spent on bimonthly lunches for the purpose of networking meetings. This was all spent by the end of this financial year.
In this current financial year, a further £420 was received to enable Otley Action to continue to take the lead on the Community Network lunches including applying for and managing the funding to pay for the lunches and room hire.
Additionally, a further £400 was received to support the expansion of the Internet Café from monthly to weekly at the Chippindale Centre.
The National Lottery Community Fund Lets Enable Otley
A four-year project funded by the Lottery Community Fund to employ a Volunteer and Community Engagement Officer. The total amount awarded over four years is £199,346. The project will allow Otley Action to consolidate their current activities (using volunteer and community resources) and use staff time to focus on core support. This is an increasing part of our service as referrals continue to become more complex and require the skills, knowledge and dedication of experienced and qualified members of staff. It has also played a big part in support of our digital inclusion project,
Minibus Fund
This fund was established to raise money towards the purchase of a new vehicle. To kickstart the fund an initial sum of £20,000 was allocated to it and since then we have received further donations from members, the public at large and in this year both Awards For All and the Mangoletsi Trust.
Community Transport Association
Funding received in the previous financial year from the CTA through a Department of Transport initiative to reduce loneliness through transport by running trips for men to places of interest. This funding ran until May 2023.
Charles & Elsie Sykes Trust
Funding received in the previous financial year to run a men’s support group.
Awards For All
Funding towards the purchase of the new Minibus.
OTLEY ACTION FOR OLDER PEOPLE
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2024
Leeds City Council Welcome Spaces Fund
This has enabled us to give onward support to community organisations in our neighbourhood who wish to deliver activities that can bring people together in Welcome Spaces. For instance, an organisation might need a contribution to their energy bills or room hire costs. The amount distributed to each organisation is decided by Otley Action using our local knowledge of the hours required, communities covered, and funding necessary.
The Mangoletsi Trust
Funding towards the purchase of the new Minibus.
BW Legal Services
BW Legal Services visited the offices of Otley Action to make a short film for their colleagues to give a comprehensive review of what we do. As a result of the success of the film they made a significant contribution towards the cost of our Christmas Party and the provision of gift vouchers for all those who attended the event.
The McCarthy & Stone Foundation
Funding to support more trips throughout the winter with less passengers with the intention of reducing travel time for the most frail and vulnerable.
Leeds Older People Forum (Meal Deliveries)
This money was to initially support the Warm Spaces util the end of June 2023 and provide a meal delivery service 5 days a week.
Leeds Older Peoples Forum (Brighter Days)
This was money received from the Brighter Days Fund to support the Community Café from October to December 2023.
Leeds Community Anchor Network
Otley Action were recruited to take part in a listening exercise. The purpose of the Project is to highlight people’s likes and dislikes of their local communities and to look at how things can be improved.
Leeds City Council
Funding to train one of our employees to become a Moving and Handling Trainer to support our volunteer workforce.
Lymm Mayo Community Shop Trust
Two donations of £250 were received to purchase specific items for our Service Users.
Pool Parish Council
We received funding towards the Pool Easter Party at Pool Methodist Church on Thursday 28 March. Well over 50 residents attended and entertainment was provided by Christopher and the Robins who went down a storm.
Leeds Older Peoples Forum (Health & Wellbeing Event)
Money for a Health and Wellbeing event on 1 October 2023.
OTLEY ACTION FOR OLDER PEOPLE
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2024
12. Designated Funds
The income funds of the charity include the following designated funds which have been set aside out of unrestricted funds by the trustees for specific purposes:
| Movement in | Funds | Funds | ||||
|---|---|---|---|---|---|---|
| Balance at | Incoming | Resources | Transfers | Balance at | ||
| 1 April | Resources | Expended | 31 March | |||
| 2023 | 2024 | |||||
| £ | £ | £ | £ | £ | ||
| Contingency Fund | 110,835 | - | - | 34,180 | 145,015 | |
| Transport Fund | 6,268 |
10,606 |
(7,154) |
- |
9,720 |
|
| 117,103 |
10,606 |
(7,154) |
34,180 |
154,735 |
13. Commitments under operating leases
At 31 March 2024 the company had annual commitments under non-cancellable operating leases as follows:
| Expiry date within one year Expiry date within two to five years |
Land and Buildings 2024 2023 £ £ 11,400 10,000 11,400 10,000 |
|---|---|
14. Reconciliation of net movement in funds to net cashflow from operating activities:
| Net movement in funds Deduct interest income (Increase) in debtors (Decrease)increase in creditors Net cash generated by operating activities |
2024 £ 113,397 (6,413) (50,467) (3,707) 52,810 |
2023 £ 617 (2,395) (2,100) 4,814 936 |
|---|---|---|