2024-03-31-accounts - Windsor Old Peoples Welfare Association

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Trustees' Annual Report for the period

Period start date Period end date 1 April 2023 31 March 2024

From

Section A Reference and administration details

WINDSOR OLD PEOPLES WELFARE ASSOCIATION

Charity name Other names charity is known by King George VI Day Centre Registered charity number (if any) 1160714

Charity's principal address 83-95 Clarence Rd,

Windsor Postcode SL45AR

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Russell Down	Treasurer	13/12/23 - 31/3/24
Kim Dutton	Trustee
Heather Boyd	Trustee
Paula King	HR	20/7/23 - 31/3/24
Raymond Dawes	Trustee	Resigned 1/7/24
Shailja Angras	Trustee
Fiona McLean	Chair

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

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Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

CIO

(eg. trust deed, constitution)

Association How the charity is constituted

(eg. trust, association, company)

Elected by Trustees Trustee selection methods

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

A community-based lunch and social club, based in the very heart of Windsor Our aim is to give the senior members of our town somewhere to Summary of the objects of the socialise, meet their friends, have a nutritious lunch. Our centre offers a charity set out in its positive experience for members through a combination of them being governing document occupied, having companionship, and developing good relationships with staff and volunteers. This positive experience improves quality of life and wellbeing

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Provide a nutritious lunch four days a week.
Offer other such support to the members of the local retired community.
Provide transport where required.
Additional services provided include:
Hairdressing
Arts and crafts
Daily entertainment
Themed lunches
quizzes

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

chiropody
fitness
seated yoga sessions
health initiatives such as annual influenza vaccinations
visiting theatre companies
and entertainers are often additions to the schedule.

WE declare that the trustees have had regard to the guidance issued by the Charity Commission on public benefit.

The contribution to the charity by the volunteers is invaluable. KGVI Day Centre would not exist without their dedicated support and contribution. We are indebted to then for their hard work and generous time giving.

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

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Section D Achievements and performance

Increased the number of members. Summary of the main Recruited a new chef and improved the quality of the food. achievements of the charity Retained key staff members. during the year Recruited new volunteers. Appointed a new Treasurer. Continue to offer a key benefit to the wellbeing of our members and support for their families.

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Section E Financial review The charity has a policy of maintaining one years operating budget as a Brief statement of the reserve. This is c £40,000 charity’s policy on reserves Details of any funds materially None in deficit ~~—~~ Further financial review details (Optional information) You may choose to include additional information, where relevant about: • the charity’s principal sources of funds (including Our key source of funds is income generated from our member's lunches any fundraising); and minibus hire. We are also very grateful for all the grants, legacies • how expenditure has and fund raising events the volunteers provide. supported the key objectives of the charity; • investment policy and objectives including any ethical investment policy adopted. Section F Other optional information ~~_~~ Section G Declaration ~~___~~ The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees

Signature(s)

Full name(s) Fiona Ann McLean Position (eg Secretary, Chair, Chair

etc)

Date 20 Jan 2025

March 2012

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Chairman’s Report

Windsor Old Peoples Welfare Associaton (WOPWA)

Charity Number: 1160714 Date: December 2024

Introduction

The year ending 31 March 2024 has been a transformative and eventful period for WOPWA. Amidst challenges and change, our charity has remained steadfast in its mission to serve Windsor’s senior residents. It is with great pride that I present this Chairman’s Report, which highlights our key achievements, operational resilience, and vision for the future.

Staffing and Operational Highlights

Staffing has been a strong pillar for WOPWA this year, marked by a 0% attrition rate and high morale among our team. This positive atmosphere is reflected in the consistently excellent service we provide to our members. Our food offerings and organized activities continue to receive high praise from the community.

The tireless contributions of our volunteers remain the cornerstone of WOPWA’s success. Their dedication and warmth foster a safe and welcoming environment, ensuring the wellbeing and happiness of our members.

Governance Changes

The charity experienced no changes in its Board of Trustees for the year ending March 2024. This stability has been instrumental in building a unified and strong governance team, whose diverse perspectives and energy have significantly contributed to the organization's ongoing success.

Financial Performance

WOPWA ended the financial year with a notable surplus, reflecting prudent management and robust fundraising efforts. Key financial highlights for the year ending 31 March 2024 include:

Income : £74,896, comprising grants (£4,000), fundraising events (£21,147), and membership fees and donations (£48,839).
Expenditure : £66,606, covering staff salaries (£37,000), facility maintenance and operations (£26,637), and administrative costs (£12,000).
Surplus : £8,000, allocated for marketing and community outreach in the coming year.

Our financial priorities for the upcoming year include:

Investing in Marketing : Expanding our reach to enhance awareness of WOPWA’s offerings.
Optimizing Facility Rentals : Generating additional revenue through better utilization of our spaces.
Growing Membership : Attracting and retaining new members to strengthen our community.
Securing Grants and Support : Intensifying efforts to secure external funding and foster community involvement.

Community Impact

At the heart of WOPWA’s mission is our dedication to Windsor’s senior community. Through our lunch and social club, we provide more than meals—we offer companionship and a sense of belonging. This year, we reaffirmed our efforts to create a vibrant, supportive environment where every member feels valued and connected.

Looking Forward

Our strategic focus for the coming year will centre on:

Strengthening our financial foundation to ensure sustainability.
Enhancing marketing strategies to broaden our outreach and attract new members.
Deepening engagement with our members, volunteers, and the broader community.
• Refreshing our website to improve user experience.
Launching a funding drive for a new minibus within the next two to three years.

These initiatives are critical as we continue to adapt and grow, reaffirming our commitment to serving Windsor’s older residents.

Acknowledgments

The strength of WOPWA lies in its people. I extend my deepest gratitude to our dedicated staff, trustees, and volunteers, whose passion and hard work are the cornerstones of our success. Together, we have navigated challenges and celebrated achievements, ensuring that WOPWA remains a cherished part of Windsor’s community.

With heartfelt thanks and optimism for the future,

Fiona McLean

Chairman December 2024

Fe Welwan

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Windsor Old People’s Welfare Association members of On accounts for the year 31 March 2024 Charity no 1160714 ended (if any) Set out on pages 1 and 2 below

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 March 2024 .

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention other than that disclosed below in connection with the examination which gives me cause to believe that in, any material respect:

accounting records were not kept in accordance with section 130 of the Act or
the accounts do not accord with the accounting records

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

Date: 21 January 2025 Signed: ~~a~~ Name: FJ Wilde ~~Pe~~ Relevant professional FCCA qualification(s) or body (if any): Address: 4 Marigold Drive Bisley Surrey GU24 9SF

		No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from CC16a 1160714 Windsor Old People's Welfare Association 01/04/2023 31/03/2024 ~~ee-~~	No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from CC16a 1160714 Windsor Old People's Welfare Association 01/04/2023 31/03/2024 ~~ee-~~	No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from CC16a 1160714 Windsor Old People's Welfare Association 01/04/2023 31/03/2024 ~~ee-~~	No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from CC16a 1160714 Windsor Old People's Welfare Association 01/04/2023 31/03/2024 ~~ee-~~	No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from CC16a 1160714 Windsor Old People's Welfare Association 01/04/2023 31/03/2024 ~~ee-~~	No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from CC16a 1160714 Windsor Old People's Welfare Association 01/04/2023 31/03/2024 ~~ee-~~	No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from CC16a 1160714 Windsor Old People's Welfare Association 01/04/2023 31/03/2024 ~~ee-~~	No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from CC16a 1160714 Windsor Old People's Welfare Association 01/04/2023 31/03/2024 ~~ee-~~
Section A Receipts and payments	Section A Receipts and payments
		Unrestricted funds		Restricted funds	Restricted	Endowment funds		Total funds	Last year
		to the nearest £	to the nearest	to the nearest £	to the nearest £	to the nearest £	to the nearest £	to the nearest £	to the nearest £
A1 Receipts
Donations and legacies		8 955		-	-	-	-	8 955	2 616
Grants		4 000		-	-	-	-	4 000	-
Lunches		29 684		-	-	-	-	29 684	23 778
Hall Lettings		4 720		-	-	-	-	4 720	4 200
Minibus fares		13 358		-	-	-	-	13 358	9 376
Members funds		1 077		-	-	-	-	1 077	755
Other Sales		910		-	-	-	-	910	3 682
Fundraising		4 391		-	-	-	-	4 391	2 143
Miscellaneous		7 801		-	-	-	-	7 801	1 768
		-		-	-	-	-	-	-
*Sub total*(Gross income for AR)		(Gross income for AR) 74 896		-	-	-	-	74 896	48 318
A2 Asset and investment sales, (see table). - - - - - - - - - Sub total - - - - - Total receipts 74 896 - - 74 896 48 318 ~~——————~~
A3 Payments
Salaries		37 755		-	-	-	-	37 755	32 095
Groceries		6 753		-	-	-	-	6 753	5 266
Utilities		5 958		-	-	-	-	5 958	6 308
Minibus runningcosts		2 628		-	-	-	-	2 628	1 750
Hall runningcosts		4 660		-	-	-	-	4 660	5 440
Office costs		4 779		-	-	-	-	4 779	4 793
Advertising		1 857		-	-	-	-	1 857	284
Legal andprofessional fees		899		-	-	-	-	899	1 025
Entertainment		1 080						1 080	1 055
Other costs		235		-	-	-	-	235	5 568
**Sub total **		66 606		-	-	-	-	66 606	63 584
A4 Asset and investment purchases, (see table) - - - - Capital assets - - - - 2 145 Sub total - - - - 2 145 *Total payments* 66 606 - - 66 606 65 729 ~~—————~~
*Net of receipts/(payments)* 8 290 - - 8 290 - 17 411 A5 Transfers between funds - - - - - A6 Cash funds last year end 39 011 - - 39 011 56 422 *Cash funds this year end* 47 301 - - 47 301 39 011 ~~===>=~~

CCXX R1 accounts (SS)

Section B Statement of assets and liabilities at the end of the period

			Unrestricted	Restricted	Endowment
Categories	Details		funds	funds	funds
			to nearest £	to nearest £	to nearest £
B1 Cash funds	1 917 - - 421 - - 28 588 100 5 226 11 048 - - 47 301 - - *Total cash funds* HSBC current WOPWA COIF account 2 HSBC savings Cash COIF account 1 ~~—===~~
	(agree balances with receipts and payments	(agree balances with receipts and payments
	account(s))		OK	OK	OK
			Unrestricted	Restricted	Endowment
			funds	funds	funds
	Details		to nearest £	to nearest £	to nearest £
B2 Other monetary assets	- - - - - - - - - - - - - - - - - - ~~—==—~~
	Details		Fund to which asset belongs	Cost (optional)	Current value (optional)
B3 Investment assets	- - - - - - - - - - ~~oe~~
	Details		Fund to which asset belongs	Cost (optional)	Current value (optional)
B4 Assets retained for the charity’s own use	- 1 800 000 - 15 785 - 674 - - - - - - - - - - - - Freehold Property (2019 valuation) Fixtures and Fittings Motor Vehicles ~~ia~~
			Fund to which	Amount due	When due
	Details		liability relates	(optional)	(optional)
Signed by one or two trustees on behalf of all the trustees B5 Liabilities CCXX R2 accounts (SS)	- - - - - Date of approval Print Name Signature 2 Fiona McLean 20//1/25 ~~——=~~