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← Search: Services For Older People CIO

2025-03-31-accounts

SEARCH - SERVICES FOR OLDER PEOPLE CIO

REPORT AND FINANCIAL STATEMENTS For the year ended 31 March 2025

Charity Number 1159907

Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

Contents **Page **
Trustees Annual Report 1 to 12
Independent examiners report 13 to 15
Statement of Financial Actvites (including income and
expenditure account)		 16
Balance Sheet 17
Statement of Cash Flows 18
Notes to the fnancial statements 19 to 30

Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

The trustees are pleased to present their annual report together with the financial statements of the charity for the period ended 31 March 2025.

The financial statements comply with the Charities Act 2011, and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective October 2019).

1. Chair’s report year 2024-25

I am so happy to report that 2025 has proved once again a year full of celebrations, surprises and achievements. Search celebrated 45 years of supporting older people in the west end of Newcastle and achieved the GSK King’s Fund Health Impact Award. Search has also faced up to the challenges of the removal of the winter fuel payments and the rising cost to older people living across the board.

The Board of Trustees is immensely proud of how the Chief Executive Officer, staff and volunteers at Search have coped with the extra demand and complexity of referrals to our services. As Chair of the Trustees, I find I am in awe of how Search has continued to adapt and deliver services to the older people of the west of Newcastle and beyond.

Key successes in 24/25 have been.

This has been accomplished through the skills and dedication of the Trustees, Staff and Volunteers at Search.

I would like to recognise and thank, our Chief Executive Officer Simon Luddington. Simon has been an exceptional leader and continues to bring a new vitality to Search. The membership and skill set of the Board of Trustees is reviewed annually to maintain its relevance and ensure that the CEO is supported to pursue our agreed strategy.

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

2. Objectives and Activities

The objects of Search are:

The main activities of Search are:

3. Achievements and Performance

This year has been our busiest yet. The ‘Pop in Centre’ has been registered as being one of the Newcastle Wellbeing Hubs offering a safe space for older people and a warm welcome over the winter months. Many of our Advice and Information Sessions have been delivered from here ensuring that older people have their entitlements, addressing the poverty that people find themselves facing in later life.

At Search we are committed to improving life for older people in Newcastle, whilst we will have to revise some of our provision, we will be looking at other ways we can generate income to keep our vital and most popular service offers in place over the coming year.

Search has been serving the West and outer West of Newcastle for 45 years, and we are proud to continue to serve the Friends of Search. In 24/25 we have achieved and

offered a wide range of services. Search is proud of its heritage and roots, so our base remains in Benwell and our focus is in the deprived wards of Newcastle’s west end. We celebrated our 45 years with over 100 people enjoying Afternoon Tea in the Presence of the Lord Mayor who cut our celebratory cake.

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

The Pop in Centre

Our Pop in Centre has been a hive of activity this past year, we registered it as being one of the Newcastle Wellbeing Hubs offering a safe space for older people and a warm welcome over the winter months. Many of our Advice and Information sessions have been delivered from the PIC ensuring that older people have their appropriate entitlements, addressing the poverty that people can find themselves facing in later life. It has also been a base for activities from our popular ‘Crafternoons’, to Board Game sessions and mindful wellbeing activities. It acted as an access point for the Benwell Bridge food pantry and took part in the ‘Our Adelaide Terrace’ project. We also registered as a Clear It UK centre, so people can come and borrow our litter picking equipment and be rewarded with a cuppa and biscuits for clearing up the local area.

Volunteering

Over the last year, our volunteering programme has gone from strength to strength. We have expanded our training opportunities, giving volunteers the change to grow their skills and confidence in new ways. 91% of our volunteers asked, have reported volunteering has improved their wellbeing. There are 77 Volunteers at Search contributing 8,633 hours during 24/25; this shows an increase in hours for less volunteers. We continue to focus on appreciating our dedicated volunteers, ensuring they feel valued and recognised for the incredible difference they make.

The training course for volunteers implemented in 2023, has ensured volunteers have an indepth understanding of the values that underpin the work we carry out at Search.

Community Activities

This year brought variety to our community activities, strengthening our wellbeing activities, with beginner’s line dancing, Tai Chi and Yoga. We took part in the ‘Our Adelaide Project’ running Healthy litter Pick Walks from our Pop in Centre. We worked in partnership with Broadmead Way Community Church to host a Christmas Lunch and an Easter Tea. Our regular evening socials continued to be a hit ensuring fun and dancing continue to be at the top of the agenda and Christmas would not be Christmas without our annual Christmas Concert. Our ever-popular summer trips took people on days out to Barnard Castle, Warkworth and Alnmouth, as well as Preston Park in Stockton.

Our community-based Activity team offered 120 different types of activities, offering 1,875 sessions in 24/25, attendance at our sessions for the year was 14,585.

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

Safeguarding

Search is committed to safeguarding the people we work with, so in addition to ensuring all our staff undergo regular safeguarding awareness training, we play our part in Newcastle’s Safeguarding Adults Board. Our CEO is the Community and Voluntary Sector Representative on Newcastle’s Safeguarding Adults Board, and chairs their improving Practice Committee. This year we ran a workshop during safeguarding adults’ week’s ‘Speed Geeking’ event. This raised awareness around the considerations that need to be considered when working with older people.

Staff Training

At Search we are passionate about the support we offer, and we want to ensure that our staff are trained and competent to support older people and understand the challenges that come with ageing and fragility, so this year we signed up to EnCOP (Enhanced Care for Older People). EnCOP is an NHS competency framework which sets out the standards specific to the care of Older People. We are extremely proud and excited to be the first Voluntary sector organisation in Newcastle to sign up. We started with our leadership team being the first to achieve this standard.

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

Dementia Memory Support

Over the past year, our dementia service has continued to support people living with dementia and their carers. Our Dementia Engagement Worker has been central in delivering personcentered support, helping individuals stay connected and empowered.

One highlight is the ongoing success of our Memory Tea Group, offering social interactions, stimulation, and emotional connection. Community donations allowed us to adopt robotic pets, host animal therapy visits, and enjoy creative activities such as baking, painting and singing, and storytelling.

Our popular weekly memory tea is a safe place for people living with dementia, offering different activities focussing on fun, enjoyment, skills and cognition. We have also offered 2 monthly singing for your Brain sessions which were well attended, with attendees understanding the benefits of what singing can have on our brains.

This year we supported 132 people with % dementia and 108 carers through activities, emotional and practical help, advice on entitlements, and access to social care.

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

Vita Health

Since Search’s partnership with Vita Health launched, Search has been dedicated to ensuring that the emotional wellbeing of the over 50’s in the local community remains a priority.

Community Development: Over the course of the project, groups and workshops developed citywide, bringing focus to a range of key concepts such as mindfulness techniques, self-care, building self-esteem and staying active through physical exercise, all of which have been received with positive enthusiasm and encouraging outcomes for Search Friends.

There were over 500 attendances at our wellbeing support groups. We connected with 122 members of the local community, offering access to counselling, activities, and other services to improve emotional wellbeing and overall social contact.

Advice and Information

The Advice Service has continued to deliver great results in 24-25 helping residents gain just over £939,396 in financial gains and dealing with over 2,446 enquiries. We have continued to use our Pop in Centre back on Adelaide Terrace to deliver face-to face advice.

The service also works closely with Search’s Dementia Service, offering advice on benefits and lasting power of attorney to people with a diagnosis of Dementia and their carer’s. The team has worked tirelessly to help Newcastle residents to maximise income, navigate the benefits system and offer quality advice on a wide range of issues including, energy, consumer issues and housing to name a few. At a time when there has been ongoing benefit reforms and changes as well as the energy crisis, we understand the need for Advice and Information and are privileged to serve the residents of local communities.

Our Advice and Information team received 2,446 enquires and gained £939,396,39 for people who used this service in 24/25, this included £83,435.94 linked to requests for advice and information relating to Dementia support. 262 individual circumstances were improved because of the Advice and Information.

West End Warmers (Energy Redress Scheme)

The West End Warmers have been instrumental in providing small energy measures in the homes of residents based in the NE4, NE5 and NE15 post codes. This has proved beneficial to the clients and has helped contribute to reduce the overall cost of heating in their homes with some favourable savings. The small measures so far installed have been LED bulbs, reflective foils behind the radiators, draught excluders and door seals. West End Warmers fitted 728 bulbs and 402 foils. 28 energy sessions were delivered in the community which has increased awareness of the project and long-term benefits of the small energy measures installed for 683 residents.

£29,828 in financial gains have been achieved for the clients, ranging from the installation of small energy measures, recovery of overpayments, goodwill payments and other energy savings. A total of 1232 small energy measures were offered and installed.

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

West End Friends

24-25 has been a difficult year for West End Friends with reduced funding. Despite this the team has worked hard to continue to develop activities for older people in the South Asian and Chinese communities, working on new projects and encouraging individuals to try new activities such as crafts, table tennis and exploring writing diaries.

West End Friends have participated in numerous research projects, working with Northumbria and Newcastle University. Giving valuable feedback and opinions in important research topics that includes Dementia.

West End Friends took part in a 6-month Artist Residency programme 24-25 funded by the art Development Team at Newcastle City Council. A group of Chinese elders met regularly every week to learn and produce craft pieces, using embroidery, tie-dying and printing techniques. An exhibition launch followed by a public viewing of the craftwork was held at the Chinese community centre and attended by the Lord Mayor, representatives from the Council, student volunteers from Newcastle University, guest from the Chinse community and the members of the craft group.

Members of our Asian Ladies group were taken to the Baltic Centre for Art as part of a research trip for the History Project they participated in. Search partnered with New Writing North, and Malya who was the writer who led the group.

Home from Hospital

Our home from hospital service supported 113 people to settle back at home from hospital safely and confidently. Our home from hospital service had input from 4 volunteers who gave their time to provide companionship through an individual’s recovery period, provided practical shopping support and weekly well-being calls ensuring that patients felt less isolated and more connected to their community during their recovery and beyond.

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

Chain Reaction

This year Chain Reaction worked with 189 new referrals and over 200 exiting referrals, offering social opportunities and activities. We offer a hive of activities, which include coffee intown, Newcastle Building Society talks, Monday Crafternoons at the PIC, Westerhope wellbeing, St James lunch, Wednesday lunch socials, Crochet group. West End Writes and Proggy mats weekly session. We also offer a phone buddies service.

The impact continues to reduce isolation and makes every contact count by connecting people with their communities and each other.

During the year we have facilitated opportunities for older people to get involved in research and development regarding services that affect their lives.

We have also run bus pass trips to Morpeth &

Hexham, a trip out to Beamish, also seasonal craft days at Scotswood Natural community Gardens. We have had city gentle strolls, an afternoon disco, Christmas Markets and Christmas lunches.

We played an active part in Art@Adelaide project in partnership with the local community and Newcastle City council and New Writing North’s west end writers celebration event. Partnership working is an integral part of Chain Reaction, to increase opportunities for people we connect with, we introduce them to groups and partners in their neighbourhoods, including Westerhope Community Association, Cruddas Park Library, Wag dog charity, Scotswood Community Gardens, Newcastle Building Society, Keyring and Everyturn and many more.

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

Lunch Clubs

Our Bishops Court weekly Lunch Club continues to run at capacity with a waiting list. Buy and Bite runs twice weekly to Morrisons at Cowgate and West Denton offering people supported shopping and the opportunity to socialise over food in the store’s coffee shops. We began to fundraise for our own minibus and continue to build this funding pot as we believe accessible transport is vital for these services. Our group has enjoyed a summer trip to Whitely Bay, a garden centre trip, a trip to Newcastle Christmas Market, and Boundary Mills.

4. Plans for Future Periods

While we will continue to provide all the existing services within the bounds of our funding, we have targeted significant new work in 2025/2026 to include:

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

5. Reference and administrative details of the charity, it’s trustees and advisors

Charity Name Search – Services for Older People CIO
Registered Charity Number 1159907
Operatonal Address 1stFloor
Carnegie Building
Atkinson Road
Benwell
NE4 8XS
Trustees Jen Bell (Chair)
Ruth Taylor (Vice Chair)
Keith Williamson (Treasurer)
Meg Woollam (resigned 16thJanuary 2025)
Mark Hardy
Catherine Winfeld
Frank Lai
Chief Ofcer Simon Luddington
Independent Examiner Shaun Jubb ACA
Hurren & Jubb Accountants Ltd
Protecton House
Unit 2-4 Albion Road
North Shields
Tyne and Wear
NE30 2RH
Bankers Unity Trust Bank PLC
Four Brindley Place
Birmingham
B1 2JB

6. Structure, Governance and Management

Governing documents

Search – services for older people CIO was registered as a charitable incorporated organisation 12 January 2015, number 1159907. Search – rights for the elderly had been a registered charity since 1979 and transferred its assets and liabilities to SEARCH CIO in March 2015.

Appointment of Trustees

Trustees are appointed and can serve more than one term. Anyone interested in becoming a new trustee is encouraged to attend trustee meetings before applying for any vacant positions.

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

6. Structure, Governance and Management continued

Organisation

The Trustees meet each month and deal with the administration of the charity encompassing the strategic vision, financial accountability and risk management. The operational management of the organisation is undertaken by the paid staff team.

Risk management

The trustees have a risk management strategy that comprises:

7. Financial Report

7. Financial Report
2025 2024 **+/- **
Total Income £762k £775k -1.7%
Total Expenditure £743k 817k -9.1%
Surplus £19k (£42k) +£61k
Net assets £389k £370k
Free Reserves of Unrestricted funds £237k £230k
Number of days operatngcosts covered byreserves 116 103
Average number of full-tme equivalent employees 26 26

The year to 31 March 2025 resulted in a surplus of £19k with our free reserves being equivalent to four months of expenditure. This surplus contrasted emphatically with the previous year’s deficit of £42k, so we had a very satisfactory year. Or did we?

The financial result is not, really, a great way by which to judge the success of a charity. It’s all the other things that go on – that we tend to take for granted – that are indicators of success or failure. As detailed in the Chair’s report, this was a successful year during which Search delivered numerous services, some of which made a contribution to our surplus and some were funded from that surplus. And all of them were delivered well. The fact that we ended the year with a positive financial result is down to a combination of good management, generous funders (to whom we are ever grateful), and, most of all, the hard work and dedication of our staff and volunteers.

One of the enduring problems we face is that of staff shortages. This has resulted in other staff members “doubling up” when needed so that they and our volunteers can maintain our service delivery. And having less staff to pay is, of course, a significant factor in our bottom line being so healthy. So, thank you to all of our staff and volunteers.

Reserves Policy

Our aim is to have sufficient free reserves to cover our running costs in the event of a significant drop in funding and our current policy is that those reserves should cover between 3 and 6 months worth of annual running costs. At 31 March 2025 we held £237k which equates to about 4 months worth of those costs.

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

8. Public Benefit Statement

The trustees have referred to the Charity Commission's guidance on public benefit when reviewing the charity's objectives and planning its future activities. The trustees have also reviewed the charitable purposes of Search, and the external environment, to make sure the Charity is still relevant and needed. The activities outlined in this report demonstrate the public benefit that ensues.

9. Statement of Trustee Responsibilities

The charity trustees are responsible for preparing a trustees’ annual report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The charity trustees are required to prepare financial statements for each year which give a true and fair view of the state of affairs of the charitable company and of incoming resources and application of resources. In preparing financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

30/01/2026 Approved by the trustees on ………………. and signed on their behalf by:

Jenefer Bell (Jan 30, 2026 16:10:18 GMT) Jen Bell (Chair) …………..

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

Report of the Independent Examiner to the Trustees of the charitable company on the accounts for the year ended 31 March 2025

I report to the Trustees on my examination of the financial statements of the charitable company on pages 12 to 34 for the year ended 31 March 2025 which have been prepared in accordance with the Charities Act 2011 (the Act) and with the Financial Reporting Standard 102, (effective 1st January 2016) as modified by FRS 102 SORP (Statement of Recommended Practice for Accounting and Reporting by Charities) 2019, applicable to all accounting periods beginning on or after 1st January 2019), (The SORP), published by the Charity Commission in England & Wales (CCEW) , and under the historical cost convention and the accounting policies set out on page 19.

Respective responsibilities of the Trustees and the Independent Examiner and the basis of the report

As described on page 9, you, the charitable company's Trustees, who are also the Directors of the Company for the purposes of Company law, are responsible for the preparation of the financial statements in accordance with the Companies Act 2006, the Charities Act 2011 and all other applicable law and with United Kingdom Generally Accepted Accounting Practice and for being satisfied that the financial statements give a true and fair view.

The Trustees consider that the audit requirement of Section 144(1) of the Charities Act 2011 (the Act) does not apply, and that there is no requirement in the memorandum and articles of the charity for the conducting of an audit, and that the accounts do not require an audit in accordance with Part 16 of the Companies Act 2006 and that no member or members have requested an audit pursuant to Section 476 of the Companies Act 2006. As a consequence, the Trustees have elected that the financial statements be subject to independent examination.

Having satisfied myself that the financial statements are not required to be audited under any legal provision, or otherwise, and are eligible for independent examination, it is my responsibility to:-

a) examine the financial statements of the charity under Section 145 of the Act;

b) follow the applicable procedures in the Directions given by the Charity Commission under section 145(5)(b) of the Act.

Basis of Independent Examiner's Statement and scope of work undertaken

Since the charitable company's gross income exceeded £250,000, the charitable company's examiner must be a member of a body listed in section 145 of the Act. I confirm that I am qualified to undertake the examination because I am an authorised member of Accountants, which is one of the listed bodies.

I report in respect of my examination of the charity's financial statements carried out under s145 of the Act. In carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act setting out the duties of an independent examiner in relation to the conducting of an independent examination. An independent examination includes a review of the accounting records kept by the charitable company and of the accounting systems employed by the charitable company and a comparison of the financial statements presented with those records. It also includes consideration of any unusual items or disclosures in the financial statements, and seeking explanations from you, as Trustees, concerning such matters. The purpose of the examination is to establish as far as possible that there have been no breaches of charity legislation and that, on a test basis of evidence relevant to the amounts and disclosures made, the financial statements comply with the SORP.

The procedures undertaken do not provide all the evidence that would be required in an audit, and information supplied by the Trustees in the course of the examination is not subjected to audit tests

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

or enquiries and does not cover all the matters that an auditor would consider in arriving at an opinion. The planning and conduct of an audit goes beyond the limited assurance that an independent examination can provide

Consequently, I do not express an audit opinion on the view given by the financial statements, and in particular, I express no opinion as to whether the financial statements give a true and fair view of the affairs of the charity, and my report is limited to the matters set out in the statement below.

I planned and performed my examination so as to satisfy myself that the objectives of the independent examination are achieved and before finalising the report I obtained written assurances from the Trustees of all material matters.

Independent Examiner's Statement, Report and Opinion

Subject to the limitations upon the scope of my work as detailed above, I have completed my examination: and can confirm that:-

The accounts of this charitable company are not required to be audited under Part 16 of the Companies Act 2006;

The gross income of the charitable company in the year ended 31 March 2025 appears to exceed the sum specified in Section 145(3) of the Act, namely £250000, and that I am qualified to act as Independent Examiner in accordance with that section by virtue of my being a qualified member of Accountants;

This is a report in respect of an examination carried out under 145 of the Act and in accordance with Directions given by the Charity Commission under section 145(5)(b) of the Act which may be applicable;

and that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:-

accounting records were not kept in respect of the charity as required by Section 386 of the Companies Act 2006 and Section 130 of The Charities Act 2011;

the financial statements do not accord with those records; or

the financial statements do not comply with the applicable requirements concerning the form and content of accounts set out in section 396 of the Companies Act 2006 other than any requirement that the accounts give a 'true and fair' view, which is not a matter considered as part of an independent examination;

have not been prepared in accordance with the methods and principles set out in the FRS 102 SORP (Statement of Recommended Practice for Accounting and Reporting by Charities) 2019, applicable to all accounting periods beginning on or after 1st January 2019), (The SORP).

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the financial statements to be reached.

Signed :-

sjubb sjubb (Jan 30, 2026 16:44:52 GMT)

Shaun Jubb - Independent Examiner Accountants Unit 2-4 Protection House Albion Road North Shields Tyne & Wear NE30 2RH

This report was signed on 30[th] January 2026

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

Statement of Financial Activities

Income from:
Donations and legacies
5
Charitable activities
Grants and contracts
6
Other trading activities
7
Investments
8
Total income
Expenditure on:
Charitable activities
Operation of the charity
9
Total expenditure
Net income/(expenditure)
Transfers between funds
Net income/(expenditure) and net
movement of funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
Notes		 Unrestricted
Funds
£
3,040
35,402
157,087
4,113
199,643
277,040
277,040
(77,396)
84,256
6,860
272,284
279,144		 Restricted
Funds
£
5,873
511,737
44,293
-
561,903
465,770
465,770
96,134
(84,256)
11,878
98,036
109,914		 Total
Total
2025
2024
£
£
8,913
12,081
547,140
578,711
201,381
174,657
4,113
9,592
761,547
775,041
742,809
817,114
742,809
817,114
18,738
(42,073)
-
-
18,738
(42,073)
370,320
412,393
389,058
370,320

The Statement of Financial Activities includes all gains and losses recognised in the year.

The notes on pages 19 to 30 form an integral part of these accounts.

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Search – Services for Older People CIO Annual Report and Financial Statements

For the year ended 31[st] March 2025

Balance Sheet

Current assets
Debtors
16
Cash at bank and in hand
17
Total current assets
Creditors: amounts falling due within
one year
18
Net current assets
Total net assets or liabilities
Funds of the Charity
Unrestricted income funds
21
Restricted income funds
21
Notes		 £
128,134
415,174
543,307
154,249		 Total
2025
£
389,058
389,058
279,144
109,914
389,058		 Total
2024
£
£
71,225
405,399
476,624
106,305
370,320
370,320
272,284
98,036
370,320

The notes on pages 19 to 30 form an integral part of these accounts.

These financial statements were approved by the Board on: 30/01/2026 and are signed on its behalf by: Jen Bell (Chair)

Jenefer Bell (Jan 30, 2026 16:10:18 GMT)

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

Statement of Cash Flows
Cash flows from operating activities
Net movement in funds
Depreciation
Deduct interest/income shown in investing activities
(Increase)/Decrease in debtors
Increase/(Decrease) in creditors
Net cash from operating activities
Cash flows from investing activities
Interest received
Net cash used in investing activities
Decrease in cash and cash equivalents
Cash and cash equivalents at start of year
Cash and cash equivalents at end of year
Cash and cash equivalents consist of:
Cash at bank and in hand		 2025
2024
£
£
18,738
(42,073)
-
-
(4,113)
(9,592)
(56,909)
7,604
47,945
(9,548)
5,661
(53,609)
4,113
9,592
4,113
9,592
9,774
(44,017)
405,399
449,416
415,173
405,399
415,173
405,399

The notes on pages 19 to 30 form an integral part of these accounts.

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

Notes to the Financial Statements

1 Accounting Policies

The principle accounting policies adopted, judgements and key sources of estimation uncertainty in the preparation of the financial statements are as follows:

2 Basis of accounting

2.1 Basis of preparation

These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts.

The accounts have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective October 2019) – Charities SORP (FRS 102), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2022.

Search - Services For Older People CIO meets the definition of a public benefit entity under FRS 102.

2.2 Preparation of the accounts on a going concern basis

The charity reported total unrestricted funds at the year end of £279,144 and has already secured a significant amount of funding for the current year. The trustees are of the view that the immediate future of the charity for the next 12 to 18 months is secure and that on this basis the charity is a going concern.

3 Income

3.1 Recognition of income

Income is recognised when the charity has entitlement to the resources, any performance conditions attached to the item(s) of income have been met, it is more likely than not that the resources will be received and the monetary value can be measured with sufficient reliability.

3.2 Offsetting

There has been no offsetting of assets and liabilities, or income and expenses, unless required or permitted by FRS102 SORP or FRS102.

3.3 Grants and donations

Income from government and other grants, whether ‘capital’ grants or ‘revenue’ grants, is recognised when the charity has entitlement to the funds, any performance conditions attached to the grants have been met, it is probable that the income will be received and the amount can be measured reliably and is not deferred.

Income received in advance or provision of other specified service is deferred until the criteria of income recognition are met.

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

3.4 Donated goods and services

Donated goods are measured at fair value (the amount for which the asset could be exchanged) unless impractical to do so.

Donated services and facilities are included in the SoFA when received at the value of the gift to the charity provided that the value of the gift can be measured reliably. Donated services and facilities that are consumed immediately are recognised as income with the equivalent amount recognised as an expense under the appropriate heading in the SoFA.

3.5 Volunteer help

The value of volunteer help received is not included in the accounts but is described in the trustees' annual report.

3.6 Interest receivable

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the bank.

3.7 Fund accounting

Unrestricted funds are available to spend on activities that further any of the purposes of charity. Designated funds are unrestricted funds of the charity which the trustees have decided at their discretion to set aside to use for a specific purpose. Restricted funds are donations which the donor has specified are to be solely used for particular areas of the charities' work or for specific projects being undertaken by the charity.

4 Expenditure and liabilities

4.1 Liability recognition

Liabilities are recognised when it is more likely than not that there is a legal or constructive obligation committing the charity to pay out resources and the amount of the obligation can be measured with reasonable certainty.

4.2 Charitable activities

Expenditure on charitable activities includes the costs of work with service users and other activities undertaken to further the purposes of the charity and their associated support costs.

4.3 Governance and support costs

Support costs have been allocated between governance cost and other support. Governance costs comprise all costs involving public accountability of the charity and its compliance with regulation and good practice.

Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities. Support costs include central functions and have been allocated to activity cost categories on a basis consistent with the use of resources.

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

4.4 Irrecoverable VAT

Irrecoverable VAT is charged as a cost against the activity for which the expenditure was incurred.

4.5 Creditors

The charity has creditors which are measured at settlement amounts less any trade discounts.

4.6 Provisions for liabilities

A liability is measured on recognition at its historical cost and then subsequently measured at the best estimate of the amount required to settle the obligation at the reporting date.

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

Analysis of income

5
6		 Unrestricted
Funds
£
Donations and legacies
Donations and gifts
3,040
University income
-
Other
3,040
Charitable activities
Income from grants
Community Activities
-
Outer West PCN
-
The Ringtons
-
Post Diagnostic Dementia
-
Lunch Group Support service
-
Energy Redress Scheme
-
Vita Health Solutions Ltd
-
Henry Smith Charity Fund at the Commu
-
Foundation
Kellet Fund at the Community Foundation
-
Beyond Blue - NHS CCG
-
Tower Block Project
-
Search @ Home
5,833
Newcastle City Council
-
Inner West Community Activities
-
Well After 50 - North of Tyne
-
Centre for Ageing Better
-
West End Friends
-
National Lottery - Ageing Better
-
Home from Hospital
-
Rank Foundation
-
Independent Age
-
Pop in Centre
-
Dementia Engagement
-
Small Sparks
-
Adelaide Terrace Project
-
Good Neighbour
-
Other small grants
29,569
Income from contracts
Chain Reaction
-
35,402		 Restricted
Funds
£
5,873
-
5,873
14,699
31,990
-
-
20,865
19,251
39,066
-
16,010
-
-
-
56,955
13,805
27,465
-
14,888
-
35,023
9,002
-
15,250
31,389
4,000
4,430
2,667
-
154,983
511,737		 Total
Total
2025
2024
£
£
8,913
9,427
-
2,654
-
-
8,913
12,081
14,699
8,223
31,990
26,099
-
3,000
-
33,850
20,865
19,963
19,251
18,925
39,066
39,364
-
24,000
16,010
11,643
-
4,609
-
1,632
5,833
9,308
56,955
33,249
13,805
10,933
27,465
3,525
-
640
14,888
65,527
-
37,500
35,023
35,978
9,002
417
-
22,000
15,250
-
31,389
-
4,000
-
4,430
-
2,667
-
29,569
9,110
154,983
159,216
547,140
578,711

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

Analysis of Income continued
7
Other trading activities
Contributions from participants
Fundraising
Buy and Bite
8
Income from investments
Bank interest		 Unrestricted
Funds
£
152,617
4,470
-
157,087
4,113
4,113		 Restricted
Funds
£
37,613
3,599
3,081
44,293
-
-		 Total
Total
2025
2024
£
£
190,230
169812
8,069
4321
3,081
525
201,381
174,657
4,113
9,592
4,113
9,592

Income was £761,546 (2024: £775,041) of which £199,643 was unrestricted or designated (2024: £172,473) and £561,903 was restricted (2024: £602,568).

23

Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

Analysis of expenditure on charitable activities
Unrestricted
Restricted
Funds
Funds
£
£
9
Charitable activities
Direct costs
Project staff costs
143,226
384,713
Project costs
18,960
65,729
Support costs
Administration
99,113
1,868
Premises expense
15,581
13,185
Fundraising
159
275
Governance costs
Independent examiner's fees for reporting on
the accounts
-
-
277,040
465,770
10
Fees for examination of the accounts
Independent examiner's for reporting on the accounts
Other accountancy services paid to the examiner
11
Analysis of staff costs, and the cost of key management personnel
Salaries and wages
Social security costs
Pension costs (defined contribution pension plan)
Locum costs		 Total
Total
2025
2024
£
£
527,939
479,758
84,690
133,629
100,981
179,505
28,766
24,113
433
109
-
-
742,809
817,114
2025
2024
£
£
-
-
-
-
-
-
2025
2024
£
£
544,050
556,210
33,082
31,750
24,551
25,634
-
-
601,683
613,594

9
10
11

No employee received remuneration above £60,000 (2024: 0).

The key management of the charity, comprise the trustees, the CEO and the Deputy CEO. The total employee benefits of the key management personnel of the charity were £54,118 (2024: £56,898).

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

12 Staff Numbers

The average monthly head count was 33 staff (2024: 31 staff) and the average monthly number of full-time equivalent employees during the year were as follows:

The parts of charity in which the employees work:
Charitable actvites		 2025
2024
Number
Number
26
26
26
26

13 Transactions with trustees

None of the trustees have been paid any remuneration or received any other benefits from an employment with their charity or a related entity.

Transaction(s) with related parties

There have been no related party transactions in the reporting period.

14 Defined pension contribution scheme

The charity operates a defined contribution pension scheme. The assets of the scheme are held separately from those of the charity in an independently administered fund.

The employer’s pension costs represent contributions payable by the charity to the fund and amount to £24,551 (2024: £25,634). There was £3,838 outstanding as at 31[st] March 2025 (2024: £4,229).

15 Corporation Tax

The charity is exempt from tax on income and gains falling within section 505 of the Taxes Act 1988 or section 252 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objectives.

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Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

16 Debtors and prepayments (receivable within 1 year)

26
Trade debtors
- Less provision for doubtful debt
Prepayments and accrued income
17
Cash at hand and in bank
Cash at hand and in bank
18
Creditors and accruals (payable within 1 year)
Trade creditors
Accruals
Other accruals
Payroll holding account
Taxes and social security costs
Deferred Income
West End Friends
Community Activity grant
Kellet Volunteering
Waiting Well
Your Homes Newcastle
Search at Home
A&I small annual grants
Independent Age
Tower Block Project
Small grants (core)
Post Diagnostic Dementia
Rank Foundation 'Time to shine'
Inner West
Lunch Group Support Service
Chain Reaction
Good Neighbour
Dementia Engagement
Other creditors
19
Deferred income
Balance brought forward
Amount released to income earned from
charitable activities
Amount deferred in 1 year
Balance carried forward		 2025
2024
£
£
63,831
13,634
(5,000)
-
69,303
57,591
128,134
71,225
2025
2024
£
£
415,174
405,399
415,174
405,399
2025
2024
£
£
-
-
13,916
14,698
-
-
6,336
9,658
1,300
11,888
1,083
1,046
7,277
5,822
-
4,892
-
-
6,250
4,583
1,000
22,000
-
10,073
-
8,162
46,250
1,250
-
5,492
9,002
-
12,627
-
16,208
-
3,333
-
13,333
-
12,083
-
4,251
6,741
154,249
106,305
2025
£
75,208
(75,208)
129,747
129,747

Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

20 Events after the end of the reporting period

No events (requiring adjustment to the accounts) have occurred after the end of the reporting period but before the accounts were authorised which related to conditions that arose after the end of the reporting period.

Unrestricted funds
General unrestricted fund
Designated Fund:
- Restructuring/Strengthening
Totals		 Fund
balances
brought
forward
£
230,387
41,897
272,284		 Incoming
resources
£
199,643
-
199,643		 Resources
expended
£
(277,040)
-
(277,040)		 Fund
balances
carried
Transfers
forward
£
£
84,256
237,247
-
41,897
84,256
279,144
For the year ended 31 March 2024
Fund
balances
brought
forward
Unrestricted funds
£
General unrestricted fund
202,743
Designated Fund:
- Restructuring/Strengthening
52,000
Totals
254,743		 Incoming
resources
£
172,473
-
172,473		 Resources
expended
£
(311,655)
-
(311,655)		 Fund
balances
carried
Transfers
forward
£
£
166,826
230,387
(10,103)
41,897
156,723
272,284

Purpose of unrestricted funds

General unrestricted funds The ‘free reserves’ of the charity

Designated Fund: Funds have been designated for the restructuring and - Restructuring/Strengthening strengthening of the charity, including the replacement of the database, refurbishment of the drop-in centre, and the purchase of a minibus.

27

Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

Restricted funds
West End Friends
Kellet Fund at the Community
Newcastle GP Services Ltd
Ballinger Trust
Chain Reaction
Community Activity including
Energy Redress Scheme
A&I Small Annual Grants
Home from Hospital
Inner West Activity
Beyond Blue NHS CCG
Well after 50 (North of Tyne)
Vita Health Solutions
Tower Block
Dementia Engagement
The Rank Foundation
Outer West PCN
National Lottery - Ageing Better
Lunch Group Support Service
Pop in Centre
Small Sparks
Adelaide Terrace Project
Good Neighbour
Totals		 Fund
balances
brought
forward
£
10,158
11,851
150
1,426
65,541
-
-
-
1,817
-
2,312
-
-
1,645
-
417
1,339
-
1,380
-
-
-
-
98,036		 Incoming
resources
£
17,250
16,047
155,063
29,525
19,251
65,980
35,033
13,820
28,597
39,066
33,089
9,002
31,990
41,686
15,409
4,000
4,430
2,667
561,903		 Resources
expended
£
(33,146)
(13,721)
(115,352)
(22,454)
(13,233)
(49,534)
(27,179)
(10,713)
(25,296)
(34,174)
(29,561)
(6,795)
(29,953)
(37,993)
(8,924)
(3,236)
(4,141)
(365)
(465,770)		 Fund
balances
carried
Transfers
forward
£
£
(1,188)
(6,926)
(1,996)
12,181
150
1,426
(38,832)
66,421
(1,920)
5,151
(4,988)
1,029
(10,832)
5,614
(7,500)
2,171
(3,106)
-
2,312
(3,302)
-
(3,944)
947
1,645
(3,144)
384
-
2,623
(1,540)
1,836
-
(1,200)
3,873
-
6,486
(764)
-
-
289
-
2,302
-
(84,256)
109,914

28

Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

Fund
balances
brought
forward
Restricted funds
£
West End Friends
21,219
Kellet Fund at the Community
18,847
Henry Smith Charity Fund at the
20,796
Community Foundation
Newcastle GP Services Ltd
6,951
Ballinger Trust
3,835
Chain Reaction
40,814
Chain Reaction - Delivery
3,105
Community Activity including
-
ward grants
The Ringtons
-
Energy Redress Scheme
A&I Small Annual Grants
-
Rank Foundation - Time to Shine
1,481
Home from Hospital
11,993
Inner West Activity
-
Beyond Blue NHS CCG
1,805
Well after 50 (North of Tyne)
-
Centre for Ageing Better
-
Newcastle City Council - Cost of Liv
-
Vita Health Solutions
-
Tower Block
-
Post Diagnostic Dementia
6,439
The Rank Foundation
-
Outer West PCN
-
National Lottery - Ageing Better
5,944
Lunch Group Support Service
471
Independent Age - Cost of Living
12,449
Woodroofe - Benton Telephone
1,500
Buddies
Totals
157,650		 Incoming
resources
£
67,488
11,643
24,000
-
(81)
159,489
-
17,881
3,000
18,925
42,803
-
35,978
10,933
4,609
3,525
640
-
39,393
1,908
35,324
417
26,099
37,180
39,414
22,000
-
602,568		 Resources
expended
£
(54,265)
(14,640)
(17,020)
(6,801)
-
(104,546)
-
(17,881)
(1,301)
(15,019)
(38,502)
(1,481)
(22,910)
(16,585)
(1,103)
-
(225)
240
(27,203)
(79)
(41,763)
-
(23,484)
(43,124)
(37,305)
(18,997)
(1,467)
(505,460)		 Fund
balances
carried
Transfers
forward
£
£
(24,284)
10,158
(4,000)
11,851
(27,776)
-
-
150
(2,328)
1,426
(30,216)
65,541
(3,105)
-
-
-
(1,699)
-
(3,906)
-
(4,300)
-
-
(23,244)
1,817
5,652
-
(3,000)
2,312
(3,525)
-
(415)
-
(240)
-
(12,190)
-
(184)
1,645
-
-
-
417
(1,276)
1,339
-
-
(1,200)
1,380
(15,452)
-
(33)
-
(156,723)
98,036

Transfers between funds For the year ended 31[st] March 2025

Transfers between funds Transfers between funds
For theyear ended 31st March 2025
Fundsyyyyyyyyyyyyyyyyyyyy Reason for transfer………………. Amount
£……………..
Between restricted and
unrestricted funds		 Contributon to unrestricted funds overheads 84,256

22 Capital commitments

As at 31[st] March 2025, the charity had no capital commitments (2024 £nil).

23 Guarantee

There have been no guarantees given by the charity at 31[st] March 2025.

29

Search – Services for Older People CIO Annual Report and Financial Statements For the year ended 31[st] March 2025

24 Debt

There is no debt outstanding which is owed by the charity and which is secured by an excess charge on any of the assets of the charity at 31[st] March 2025.

25 Governing document

The organisation is a Charitable Incorporated Organisation – Foundation registered on 12[th] January 2015 as a body under part 11 of the Charities Act 2011.

26 Analysis of net assets between funds

Cash at bank and in hand
Other net current assets/(liabilities)		 Unrestricted
Funds
£
305,260
(26,116)
279,144		 Restricted
Total
Funds
2025
£
£
109,914
415,174
-
(26,116)
109,914
389,058

30

Search Services For Older People CIO - Finalised Accounts 31st March 2025

Final Audit Report

2026-01-30

Created: 2026-01-30 By: Hurren and Jubb Accountants (info@hj-accountants.co.uk) Status: Signed Transaction ID: CBJCHBCAABAAFII2stk2Pd1UQtxJ-M-8eZjoBvh3iifd

"Search Services For Older People CIO - Finalised Accounts 31 st March 2025" History

Signature Date: 2026-01-30 - 16:10:18 GMT - Time Source: server

2026-01-30 - 16:44:40 GMT