## 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**
1
## 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.
2
## 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.
3
## 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)
4
## 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
5
## 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|
|---|---|---|---|
6
## 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)
7
## 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.
8
## 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.
9
## 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.
10