## 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