Senior Citizens Support Group
Charity number 1160774
Annual Report and Financial Statements
for the year ended 31 July 2021
Senior Citizens Support Group
Annual Report and Financial Statements
for the year ended 31 July 2021
| Contents | Page |
|---|---|
| Trustees' report | 2 to 4 |
| Examiner's report | 5 |
| Receipts and payments account | 6 |
| Statement of assets and liabilities | 7 |
| Notes to the accounts | 8 to 10 |
Prepared by West Yorkshire Community Accounting Service
1
Senior Citizens Support Group
Trustees' report for the year ended 31 July 2021
Reference and administrative details of the charity, its trustees and advisors
| The trustees during the financial year and up to and including the date the report was approved were: | The trustees during the financial year and up to and including the date the report was approved were: |
|---|---|
| Name | Position |
| Alan Hudders | Chair |
| Gillian Collington | Vice-chair |
| Frank Jackson | Treasurer |
| Moira Falshaw | Secretary |
| Darren Byford | |
| Deborah Nicholls | |
| Charity number | 116074 |
| Principal address | |
| Unit 7 | |
| Old Town Hall | |
| Horbury | |
| Wakefield | |
| WF4 6HR | |
| Bankers | |
| TSB Bank | |
| 3 Wesley Street | |
| Ossett | |
| WF5 8ER | |
| Independent examiner | |
| Stephen Procter | |
| West Yorkshire Community Accounting Service | |
| Stringer House | |
| 34 Lupton Street | |
| Leeds | |
| LS10 2QW |
Structure, governance and management
The charity is a Charitable Incorporated Organisation (CIO) formed on 6 March 2015.
Method of recruitment and appointment of trustees
The trustees of the charity are appointed by the members at the AGM.
2
Senior Citizens Support Group
Trustees' report (continued) for the year ended 31 July 2021
Objectives and activities
The charity's objects
To promote such charitable purposes for the benefit of people over the age of 60, who have a charitable need arising from their age, living within Wakefield and the surrounding area.
The charity's main activities
The overriding need for this section of the community is to combat loneliness and the charity aims to do this by providing the motivation for people over 60 to reconnect with the wider community through participation in events and activities. The charity provides in excess of 300 such events annually. Under normal conditions they include twice monthly coffee mornings, twice monthly social mornings, twice weekly fitness classes, including a seated class, lunch club, singing, crown green bowling, excursions, bingo, Christmas Lunches and theme days. The charity is managed and run entirely by non paid volunteers. There are circa 30 volunteers who give their time and expertise to organise the charity and its events.
Public benefit statement
In setting our objectives and planning our activities our Trustees have given serious consideration to the Charity Commission’s general guidance on public benefit.
Achievements and performance
The group has steadily grown in membership over the years from its early days in 2010 of just 20 members. The Group became a registered charity in 2015 with the membership database now having grown to over 450 lifetime members despite a loss of 30 members in this year with the pandemic.
New members continue to join the charity, which is testament to the needs for such a charity in the area. The charity has raised its profile within the area and is now established as probably the leading member organisation for this age group. The charity is well respected and consulted by the local authority, CCG, Nova and other governing bodies.
An excellent relationship has been maintained with local business, Rotary and the general community. In the past the charity has won awards, sponsored by Wakefield District Housing and this year we have been nominated again. In addition to this we are also nominated for the Queens Award for Voluntary Service (QAVS) for the support service we have offered our members during the pandemic.
This year with lockdown we have solely concentrated the online support for this age group as most were deemed as critical shielding and therefore locked in their own homes so we had to seek the extra voluntary help required elsewhere from within the public. We managed this with adverts and took on a lot of younger volunteer people who were furloughed from their employment. We created a Hub support service to manage the demands of our members for shopping, medicines, trades and any requests through the hub call centre.
We created a befriending service with volunteer callers and even doorstep visits for the more vulnerable members. We found that regular newsletters containing up to date reports, quizzes, games and online Bingo were keeping them healthy and sane, so we backed this up with online fitness sessions twice a week, funding was obtained to support these extra functions while we had no income coming in, and this along with extra costs for printing and postage as most were not using any I.T. equipment. We have now also introduced internet assist and computer classes for online applications and forms completion with help for (bus passes, blue badges etc).
We have been able to start some face to face events in May and June this year with strict guidelines and limits on numbers and our members were grateful of the chance to meet old friends again some very emotional after such a long isolation and living in loneliness . Only now have we been able to bring back some of our main core events and increasing the numbers allowed to attend but still under guidelines and social distance rules.
We introduced new outdoor events crown green bowling and vegetable plots which have been well supported by our members. The principal source of funding is from member contributions by attendance at the various events and functions organised by the charity and the focus this year has been to increase our member experience at these main events.
3
Senior Citizens Support Group
Trustees' report (continued) for the year ended 31 July 2021
Achievements and performance (continued)
Most of the income this financial year has been in the form of grants to support us through loss of income on our events. We are in line to receive a donation from the Co-op with us being selected as one of their 3 charities for member incentives and to alleviate loneliness among the elderly.
All expenditure has been used to further the aims and objectives of the charity. Whilst the charity lease a venue there is no contract agreement in place and therefore The charity has, over the last four years, had the objective of retaining some funds in order to carry out a feasibility study should the need arise, but we also have a lot of re scheduling to do with the lost events this year.
The Group has been very successful with Covid related grant applications and donations and assuming the virus is finished it is intended to sponsor trips to the theatre for 200 of our members. Also 200 Christmas dinners at a local restaurant along with several Theme Days with entertainment. We will also keep sending out newsletters with associated printing and postage costs to encourage members back to our activities. These funds are currently held in our Development Fund account which does generate a small amount of interest.
Financial review
The net receipts for the year were £6,418, including net receipts of £11,670 on unrestricted funds and net payments of £5,252 on restricted funds.
Reserves policy
The charity's free reserves at the year end were £55,156.
The charity will hold reserves with a minimum amount of £3,000. This is to allow the group to continue its activities if financial circumstances change due to a drop in membership of a forced change of venue leading to increased room hire fees. The reserve is planned to be a maximum of £6,000 as there are no paid staff who would be entitled to redundancy payments should the group cease to function and there are no other expected large payments.
The trustees are aware of the level of excess reserves being held. This has been discussed further at a recent trustee meeting and it is planned (post COVID) to use some of the reserves to organise additional events and activities. It is also the board's intention to use further reserves at the appropriate time to undertake a feasibility study into the charity obtaining other premises from which to operate.
Signed on behalf of the board of trustees on 25/08/2021
Alan Hudders (Trustee)
4
Senior Citizens Support Group
Independent examiner's report to the trustees of Senior Citizens Support Group Charitable Incorporated Organisation ('the CIO')
I report to the charity trustees on my examination of the accounts of the CIO for the year ended 31 July 2021, which are set out on pages 6 to 10.
Responsibilities and basis of report
As the charity trustees of the CIO you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').
I report in respect of my examination of the CIO's accounts as carried out under section 145 of the 2011 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.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
1 accounting records were not kept in respect of the CIO as required by section 130 of the Act; or 2 the accounts do not accord with those records.
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 accounts to be reached.
Stephen Procter
25/08/21
West Yorkshire Community Accounting Service
Stringer House 34 Lupton Street Leeds LS10 2QW
5
Senior Citizens Support Group
Receipts and payments account
for the year ended 31 July 2021
| Notes 2021 Unrestricted funds £ Receipts Grants and donations (2) 15,064 Activity income 4,572 Sales, fees and fundraising 242 Membership 330 Members travel contributions 1,235 Bank interest 218 COVID shopping 29 Other income 100 Total receipts 21,790 Payments Activity expenses 3,627 Fundraising costs 24 General running costs 1,554 Membership travel expenses 1,063 Kitchen equipment - Printing, postage and stationery 271 Advertising 330 Insurance 512 Room hire 1,200 Administration expenses 626 IT, running and support costs 560 COVID expenses 29 Professional services 168 Equipment - Other expenses 156 Total payments 10,120 11,670 Fund balances brought forward 43,486 Fund balances carried forward (3) 55,156 Net receipts / (payments) |
2021 Restricted funds £ 9,411 200 - - - - - - 9,611 6,288 - 383 - - 1,276 277 - - 5,618 72 - 105 314 530 14,863 (5,252) 11,712 6,460 |
2021 Total funds £ 24,475 4,772 242 330 1,235 218 29 100 31,401 9,915 24 1,937 1,063 - 1,547 607 512 1,200 6,244 632 29 273 314 686 24,983 6,418 55,198 61,616 |
2020 Total funds £ 48,050 12,390 451 290 5,475 207 423 12 67,298 14,502 - 766 6,353 2,791 806 424 520 1,400 2,690 3,989 629 - - - 34,870 32,428 22,770 55,198 |
|---|---|---|---|
6
Senior Citizens Support Group
Statement of assets and liabilities
| as at 31 July 2021 2021 Unrestricted £ Cash funds Current account 1,811 Reserve account 5,021 Development account 47,901 Cash in hand 423 Total cash funds 55,156 |
2021 Restricted £ - - 6,460 - 6,460 |
2021 Total £ 1,811 5,021 54,361 423 61,616 |
2020 Total £ 6,676 5,000 43,164 358 55,198 |
|---|---|---|---|
Assets retained for the charity's own use
4 Desktop computers
2 card payment machines
16 sets of Crown Green bowls Dishwasher Dumbbells Office furniture Photocopier Office cooler
Approval of the accounts
The financial statements were approved by the board of trustees on 25/08/2021
Alan Hudders (Trustee)
7
Senior Citizens Support Group
Notes to the accounts
for the year ended 31 July 2021
1 Accounting policies
Basis of accounting
The trustees have taken advantage of section 133 of the Charities Act 2011 and have prepared the accounts on a receipts and payments basis.
There has been no change to the accounting policies since last year.
No changes have been made to the accounts for previous years.
Taxation
As a charity the organisation 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.
Fund accounting
Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.
Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.
Further explanation of the nature and purpose of each fund is included in the notes to the accounts.
8
Senior Citizens Support Group
Notes to the accounts continued
for the year ended 31 July 2021
| 2 Grants and donations Cleeves and Whitehead Trust Co-operative Society CPF Trust Fenton Trust Florence Cohen Trust Leeds Resilience Fund NOVA NOVA PPE Titcomb Foundation Wakefield Council (COVID) Countryside Properties Greggs Foundation Horbury Common Land Trust Lottery Community Fund Wakefield Council (Govt funding) Wakefield Council (Kitchen) WDH (COVID) Winham Foundation Other donations 3 Restricted funds Co-operative Society Countryside Properties Greggs Foundation Horbury Common Land Trust Leeds Resilience Fund Lottery Community Fund NOVA NOVA PPE UNITE |
2021 Unrestricted funds £ 1,000 - 1,000 3,000 1,300 - - - 1,000 4,300 - - - - - - - - 3,464 15,064 Balance b/f £ - 1,125 1,488 1,829 - 7,270 - - - 11,712 |
2021 Restricted funds £ - 2,301 - - - 1,440 4,500 1,170 - - - - - - - - - - - 9,411 Incoming £ 2,301 - - - 1,440 - 4,500 1,170 200 9,611 |
2021 Total funds £ 1,000 2,301 1,000 3,000 1,300 1,440 4,500 1,170 1,000 4,300 - - - - - - - - 3,464 24,475 Outgoing £ 1,745 1,125 1,361 248 1,440 5,642 3,000 302 - 14,863 |
2020 Total funds £ - 6,214 - - - - - - - 5,210 5,000 2,000 2,000 7,720 10,000 2,791 500 2,500 4,115 48,050 Balance c/f £ 556 - 127 1,581 - 1,628 1,500 868 200 6,460 |
|---|---|---|---|---|
Fund name
Purpose of restriction
Co-operative Society Countryside Properties Greggs Foundation Horbury Common Land Trust Leeds Resilience Fund Lottery Community Fund NOVA NOVA PPE UNITE
To support activity costs for members. To help cover COVID-19 expenses.
For bowls and other equipment, green fees and refreshments. Towards the costs of building raised vegetable beds. To fund exercise classes during Covid-19.
To pay for choir, fitness and other events and activities. Towards the costs of running the office/hub during Covid-19. Towards the costs of purchasing additional PPE. Towards the costs of theatre trips.
9
Senior Citizens Support Group
Notes to the accounts continued
for the year ended 31 July 2021
4 Related party transactions
Trustee expenses
No trustee received any expenses during this year or the previous year.
Trustee remuneration and benefits
No trustee received any remuneration or benefit during this or the previous year.
10