## **Trustees' Annual Report for the period**
Period start date Period end date 1 April 2023 31 March _**2024**_
**From**
**To**
## 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**
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||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|||
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
March **2012**
**TAR**
1
## **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
March **2012**
**TAR**
2
- 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.
March **2012**
**TAR**
3
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.
March **2012**
**TAR**
4
**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**
**TAR**
5
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:
1. **Investing in Marketing** : Expanding our reach to enhance awareness of WOPWA’s offerings.
2. **Optimizing Facility Rentals** : Generating additional revenue through better utilization of our spaces.
3. **Growing Membership** : Attracting and retaining new members to strengthen our community.
4. **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-~~|**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)
1
## **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
~~——=~~||||||