Senior Citizens Support Group Charity number 1160774
Annual Report and Financial Statements for the period 1 August
2022 to 31 December 2023
Senior Citizens Support Group
Annual Report and Financial Statements for the period 1 August 2022 to 31 December 2023
| 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 9 |
Prepared by West Yorkshire Community Accountancy Service CIO Trustees' report for the period 1 August 2022 to 31 December 2023
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: | 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 | Dates | |
| Alan Hudders | Chair | ||
| Gillian Collington | Vice-chair | ||
| Frank Jackson | Treasurer | Resigned 5th October 2022 | |
| Moira Falshaw | Secretary | ||
| Darren Byford | |||
| Deborah Nicholls | |||
| Stacey Wilks | Appointed 5 October 2022 | ||
| Pamela Herrington | Appointed 5 October 2022 | ||
| Charity number | 1160774 | Registered in England and Wales | |
| Registered and principal address | Bankers | ||
| Unit 7 | TSB bank | ||
| Old Town Hall | 2-4 Northgate | ||
| Horbury | Wakefield Wakefield | WF1 1HD | |
| WF4 6HR |
Independent examiner Sarah Coates MAAT
West Yorkshire Community Accountancy Service CIO Stringer House 34 Lupton Street
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Senior Citizens Support Group
Leeds LS10 2QW
Structure, governance and management
The charity is a Charitable Incorporated Organisation (CIO) association formed on 06 Mar 2015 and is governed by a constitution, as amended 5 Nov 2021.
Method of recruitment and appointment of trustees
The trustees of the charity are appointed by the members at the AGM.
Trustees' report (continued) for the period 1 August 2022 to 31 December 2023
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 was formed in 2010 with a handful of members and became a registered charity in 2015 with the membership database now having grown to in excess of 690. New members continue to join the charity, which is testament to the need 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 led group for this age group. The charity is well respected and consulted by the local authority, WDH, CCG and other governing bodies. An excellent relationship has been developed with local business, Rotary and the general community.
In the past the charity has won awards, including Queens Award in 2022 for volunteer services and now has received “love where you live award” 2022 sponsored by WDH for working with older people. We have concentrated on our main core events and increasing membership.
The group have now a “sing for fun” event which is now well established and supported and encourages people with sight problems and Dementia to join in they received a restricted grant from Phoenix Rotary Club of £400 to improve the performance equipment.
During the year the charity has continued improving events and now see large numbers attending. We are looking at extending I.T. courses for mobiles and iPads with an outside provider in order that they can get the best deals on utilities and access to the internet to renew bus passes, book rail and coach journeys etc.
We are now established with running entertainment days and social morning Quizzes. We appreciate the continued use of HWMC as a Community hub for use of their venue hosting all our events. The charity has now established a base in their new office which continues to be an established focal point for members and also allows the centralisation of the administration of the charity through WMDC. The principal source of funding is from member contributions by
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Senior Citizens Support Group
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. Approximately 9% of income in the last financial year was from grants for specific projects. We received a donation from coop for £3,300 as part of their community grants.
All expenditure has been used to further the aims and objectives of the charity. The charity has, over the last four years, had the objective of retaining some funds in order to carry out a feasibility study with a view to obtain improved premises. Trustees' report (continued) for the year ended 31 December 2023
Financial review
The net payments for the year were £5,029, including net payments of £6,659 on unrestricted funds and net receipts of £1,630 on restricted funds.
Reserves policy
The charity's free reserves, at the year end were £48,287.
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.
Approved by the board of trustees on 15/02/2024
Moira Falshaw (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 December 2023, which are set out on pages 6 to 9.
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 charity as required by section 130 of the Charities 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.
Sarah Coates MAAT
27/02/2024
West Yorkshire Community Accountancy Service CIO
Stringer House 34 Lupton Street Leeds LS10 2QW Receipts and payments account
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Senior Citizens Support Group
for the period 1 August 2022 to 31 December 2023
| Fund balances brought forward Fund balances carried forward (3) ~~54,946~~ ~~48,287~~ Notes ~~2023~~ Unrestricted funds Receipts £ Grants and donations (2) 4,219 Activity and travel contributions 51,952 Sales, fees and fundraising ~~6,547~~ Membership 1,390 Bank interest 654 Other income 300 Total receipts Payments 65,062 Activity expenses 49,574 Fundraising costs 2,021 Membership travel expenses 4,897 Printing, postage and stationery 1,629 Advertising 1,173 Insurance 519 Room hire 4,125 Administration and general expenses 3,228 IT, running and support costs 223 Professional services 540 Equipment and resources 440 Bank charges 318 Volunteer rewards 2,825 Donations out 209 Total payments 71,721 Net receipts / (payments) (6,659) |
~~6,885~~ ~~2,241~~ ~~3,871~~ ~~2023~~ Restricted funds £ 6,885 - ~~-~~ - - - 4,815 - - - 40 - - - - - 400 - - - 5,255 1,630 |
~~57,187~~ ~~52,158~~ ~~2023~~ Total funds £ 11,104 51,952 ~~6,547~~ 1,390 654 300 71,947 54,389 2,021 4,897 1,629 1,213 519 4,125 3,228 223 540 840 318 2,825 209 76,976 (5,029) |
~~49,315~~ ~~61,616~~ ~~57,187~~ ~~2022~~ Total funds £ 11,482 34,842 ~~1,679~~ 1,130 182 - 36,662 49 4,107 683 947 514 2,800 3,618 604 279 1,803 116 1,562 - 53,744 (4,429) |
|---|---|---|---|
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Senior Citizens Support Group Statement of assets and liabilities
| Senior Citizens Support Group Statement of assets and liabilities |
|||
|---|---|---|---|
| Assets retained for the charity's own use Computers x4 Xerox photocopier Laptops x5 Projector Bingo machine Music mixer Water boiler Desks and chairs x4 as at 31 December 2023 2023 Unrestricted Cash funds £ Cash at bank 46,837 Cash in hand ~~1,450~~ Total cash funds 48,287 |
~~3,871~~ 2023 Restricted £ 3,871 ~~-~~ |
2023 Total £ 50,708 ~~1,450~~ 52,158 |
2022 Total £ 56,688 |
| ~~499~~ 57,187 |
The financial statements were approved by the board of trustees on 15/02/2024 Gillian Collington (Trustee)
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Senior Citizens Support Group
Notes to the accounts
for the period 1 August 2022 to 31 December 2023
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
| Senior Citizens Support Group Notes to the accounts continued |
|||||
|---|---|---|---|---|---|
| 2 | Grants and donations | 2023 | 2023 | 2023 | 2022 |
| Unrestricted | Restricted | Total | Total | ||
| funds | funds | funds | funds | ||
| £ | £ | £ | £ | ||
| Co-operative Society | 3,380 | - | 3,380 | 4,719 | |
| Douglas Heath Eves Trust | - | - | - | 500 | |
| Fenton Trust | - | - | 3,000 | ||
| Persimmon | - | - | - | 750 | |
| UNITE | - | 200 | 200 | 250 | |
| Wakefield District Housing (WDH) | 500 | 200 | 700 | 496 | |
| West Yorkshire Combined Authority (WYCA) | - | - | - | 1,020 | |
| Haribo grant | - | 4,085 | 4,085 | - | |
| Windmill Community Transport | - | 2,000 | 2,000 | - | |
| Rotary Club grant | - | 400 | 400 | - | |
| Other donations | 339 |
| 3 | Restricted funds | Balance b/f | Incoming | Outgoing | Transfers | Balance c/f |
|---|---|---|---|---|---|---|
| £ | £ | £ | £ | £ | ||
| Horbury Common Land Trust | 1,476 | - | 241 | - | 1,235 | |
| NOVA PPE | 86 | - | - | - | 86 | |
| Persimmon | 183 | - | 183 | - | - | |
| WDH | 496 | 200 | 696 | - | - | |
| Haribo Grant | - | 4,085 | 1,585 | - | 2,500 | |
| Rotary Club Grant | - | 400 | 400 | - | - | |
| Unite union | - | 200 | 150 | - | 50 | |
| Windmill Community Transport | - | 2,000 | 2,000 | - | - | |
| 6,885 | 5,255 | - |
Fund name Purpose of restriction
Horbury Common Land Trust NOVA PPE Persimmon WDH Haribo Grant
Towards the costs of building raised vegetable beds. Towards the costs of purchasing additional PPE. For printing an event guide and newsletters. To sponsor a theatre visit for members.
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Rotary Club Grant Towards the costs of four projects involving Youth club in Horbury Unite union Towards the costs of equipment for the Sing for Fun group Windmill Community Transport Towards the costs of the Theatre expenses Towards the costs of travel for trips for the period 1 August 2022 to 31 December 2023
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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339 747
4,219 6,885 11,104 11,482
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2,241 3,871
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