Senior Citizens Support Group
Charity number 1160774
Annual Report and Financial Statements
for the year ended 31 July 2022
Senior Citizens Support Group
Annual Report and Financial Statements
for the year ended 31 July 2022
| 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 Accountancy Service CIO
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Senior Citizens Support Group
Trustees' report for the year ended 31 July 2022
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: Name Position Alan Hudders Chair Gillian Collington Vice-chair Frank Jackson Treasurer Moira Falshaw Secretary Darren Byford Deborah Nicholls 1160774
Charity number 1160774 Registered and 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 Accountancy Service CIO Stringer House 34 Lupton Street Leeds LS10 2QW
Registered in England and Wales
Structure, governance and management
The charity is a Charitable Incorporated Organisation (CIO) formed on 6 March 2015 and is governed by a constitution, as amended 5 November 2021.
Method of recruitment and appointment of trustees
The trustees of the charity are appointed by the members at the AGM.
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Senior Citizens Support Group
Trustees' report (continued) for the year ended 31 July 2022
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
We are in the process of taking on three additional Trustees to the Board which will add to the experience in the management of the Group.
The group continues to grow in membership every year and now has over 530 lifetime members. New members continue to join the charity, which is testament to the needs for such a charity in the area for this age group. The charity continues to raise its profile within the area and is now established as probably the leading member organisation for this age group. This has been recognised by receiving the Queens Award 2022 for volunteers (QAVS), which is equivalent to the MBE. The charity is also 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.
We have maintained our Hub support service to manage the demands of our members for I.T. and online help and the internet assist and computer classes for online applications and forms completion with help for (bus passes, blue badges etc) which has proved very useful. We are now operating face to face events this year with strict guidelines and using the Covid test kits where appropriate.
We have been successful in encouraging our members back to our main core events and continued with new outdoor events crown green bowling and vegetable plots which have been well supported by our members.
The principal source of funding has been from member contributions by attendance at the various events and functions organised by the charity. Some financial help has been given by way of Grants throughout this financial year to add support. All expenditure has been used to further the aims and objectives of the charity. Whilst the charity leases a local venue for activities there is no contract agreement in place and therefore to mitigate the risk the charity has, over the last five years, had the objective of retaining some funds in order to carry out a feasibility study should the need arise. The group reserves have been used to sponsor Christmas dinners, the Queens Jubilee celebration and a trip to the theatre for our members resulting in a net loss in our accounts this year.
Financial review
Net payments for the year were £4,429, including net payments of £210 on unrestricted funds and net payments of £4,219 on restricted funds.
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Senior Citizens Support Group
Trustees' report (continued) for the year ended 31 July 2022
Reserves policy
The charity's free reserves at the year end were £54,946.
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. 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 22/08/2022
Alan Hudders (Trustee)
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Senior Citizens Support Group
Independent examiner's report to the trustees of Senior Citizens Support Group
I report to the charity trustees on my examination of the accounts of the CIO for the year ended 31 July 2022, 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
24/08/2022
West Yorkshire Community Accountancy Service CIO
Stringer House 34 Lupton Street Leeds LS10 2QW
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Senior Citizens Support Group
Receipts and payments account
for the year ended 31 July 2022
| Notes 2022 Unrestricted funds £ Receipts Grants and donations (2) 4,247 Activity income 29,139 Sales, fees and fundraising 1,679 Membership 1,130 Members travel contributions 5,703 Bank interest 182 COVID shopping - Other income - Total receipts 42,080 Payments Activity expenses 30,387 Fundraising costs 49 General running costs 2,068 Membership travel expenses 3,057 Printing, postage and stationery 188 Advertising 182 Insurance 514 Room hire 2,726 Administration expenses 965 IT, running and support costs 281 COVID expenses - Professional services 195 Equipment and resources - Other expenses 1,678 Total payments 42,290 Net income / (expenditure) (210) Fund balances brought forward 55,156 Fund balances carried forward (3) 54,946 |
2022 Restricted funds £ 7,235 - - - - - - - 7,235 6,275 - - 1,050 495 765 - 74 585 323 - 84 1,803 - 11,454 (4,219) 6,460 2,241 |
2022 Total funds £ 11,482 29,139 1,679 1,130 5,703 182 - - 49,315 36,662 49 2,068 4,107 683 947 514 2,800 1,550 604 - 279 1,803 1,678 53,744 (4,429) 61,616 57,187 |
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 |
|---|---|---|---|
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Senior Citizens Support Group
Statement of assets and liabilities
| as at 31 July 2022 2022 Unrestricted £ Cash funds Current account 1,359 Reserve account 3,560 Development account 49,528 Cash in hand 499 Total cash funds 54,946 |
2022 Restricted £ 765 1,476 - - 2,241 |
2022 Total £ 2,124 5,036 49,528 499 57,187 |
2021 Total £ 1,811 5,021 54,361 423 61,616 |
|---|---|---|---|
Assets retained for the charity's own use
The charity keeps a full inventory of all equipment held.
The financial statements were approved by the board of trustees on 22/08/2022
Alan Hudders (Trustee)
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Senior Citizens Support Group
Notes to the accounts
for the year ended 31 July 2022
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.
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Senior Citizens Support Group
Notes to the accounts continued
for the year ended 31 July 2022
| 2 Grants and donations Cleeves and Whitehead Trust Co-operative Society CPF Trust Douglas Heath Eves Trust Fenton Trust Florence Cohen Trust Leeds Resilience Fund NOVA NOVA PPE Persimmon Titcomb Foundation UNITE Wakefield Council (COVID) Wakefield District Housing (WDH) West Yorkshire Combined Authority (WYCA) Other donations 3 Restricted funds Balance b/f £ Co-operative Society 556 Greggs Foundation 127 Horbury Common Land Trust 1,581 Lottery Community Fund 1,628 NOVA 1,500 NOVA PPE 868 Persimmon - UNITE 200 WDH - WYCA - 6,460 |
2022 Unrestricted funds £ - - - 500 3,000 - - - - - - - - - - 747 4,247 Receipts £ 4,719 - - - - - 750 250 496 1,020 7,235 |
2022 Restricted funds £ - 4,719 - - - - - - - 750 - 250 - 496 1,020 - 7,235 Payments £ 5,275 127 105 1,628 1,500 782 567 450 - 1,020 11,454 |
2022 Total funds £ - 4,719 - 500 3,000 - - - - 750 - 250 - 496 1,020 747 11,482 Transfers £ - - - - - - - - - - - |
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 Balance c/f £ - - 1,476 - - 86 183 - 496 - 2,241 |
|---|---|---|---|---|
Fund name Purpose of restriction
Co-operative Society Greggs Foundation Horbury Common Land Trust Lottery Community Fund NOVA NOVA PPE Persimmon UNITE WDH WYCA
To support activity costs for members.
For bowls and other equipment, green fees and refreshments. Towards the costs of building raised vegetable beds. 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. For printing an event guide and newsletters. Towards the costs of theatre trip and a Christmas event. To sponsor a theatre visit for members. To purchase walking canes.
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Senior Citizens Support Group
Notes to the accounts continued
for the year ended 31 July 2022
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.
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