## **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** 1. 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: 1. 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: 1. He or she is recommended for re-election by the directors; or 2. 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: 1. To relieve poverty. 2. To preserve and protect good health. 3. To advance education. 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 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: 3. ## **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: 4. ## **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. 5. ## **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** 6. ## **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| |---|---|---| 7. ## **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. 8. ## **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| |---|---|---| |||| 9. ## **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| |---|---| 10. ## **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| |---|---|---| 11. ## **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| |---|---|---| 12. **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 11. **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| 13. ## **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. 14. ## **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. 15. ## **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| |---|---|---|