Charity number 1160774
Senior Citizens Support Group
Annual Report and Financial Statements for the year ended 31 December 2024
Senior Citizens Support Group
Annual Report and Financial Statements for the year ended 31 December 2024
| 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
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Senior Citizens Support Group
Trustees' report for the year ended 31 December 2024
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 Stacey Wilks Treasurer Moira Falshaw Secretary Darren Byford Deborah Nicholls Pamela Herrington 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 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.
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Senior Citizens Support Group
Trustees' report (continued) for the year ended 31 December 2024
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 800. 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 category. 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. The charity have concentrated on our main core events and increasing membership. The group are very well established and added indoor bowling to the itinerary along with mobile phone training courses with an outside provider to protect this age group from scams and banking fraud also internet access to renew bus passes, book rail and coach journeys etc. We appreciate the continued use of HWMC as a Community hub for use of their venue hosting all our events.
The charity now has a base in the local Town Hall to conduct all their administration, this also allows the centralisation for policy and procedures along with communication text systems. 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.
Grants have been received throughout the year totalling £10,150 for specific projects and events. All expenditure has been used to further the aims and objectives of the charity. The charity has, over the last five years, had the objective of retaining some funds in order to carry out a feasibility study with a view to obtain improved premises.
Financial review
The net receipts for the year were £1,858, including net receipts of £3,490 on unrestricted funds and net paymentss of £1,632 on restricted funds.
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Senior Citizens Support Group
Trustees' report (continued) for the year ended 31 December 2024
Reserves policy
The charity's free reserves, at the year end were £51,777.
The charity will hold reserves with a minimum amount of £5,000. 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.
Approved by the board of trustees on 08/04/2025
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 2024, 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; 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
08/04/2025
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 December 2024
| Notes 2024 Unrestricted funds £ Receipts Grants and donations (2) 1,493 Activity and travel contributions 36,547 Sales, fees and fundraising 2,569 Membership 1,020 Bank interest 772 Other income - Total receipts 42,401 Payments Activity and trips expenses 28,024 Fundraising costs 1,272 Printing, postage and stationery 489 Advertising 476 Insurance 527 Room hire 1,965 Administration and general expenses 2,519 IT, running and support costs 270 Bank charges 109 Volunteer rewards 2,905 Donations out - Total payments 38,911 Net receipts / (payments) 3,490 Fund balances brought forward 48,287 Fund balances carried forward (3) 51,777 |
2024 Restricted funds £ 8,700 - - - - - 8,700 7,649 119 732 - - 1,130 52 - - 650 - 10,332 (1,632) 3,871 2,239 |
2024 Total funds £ 10,193 36,547 2,569 1,020 772 - 51,101 35,673 1,391 1,221 476 527 3,095 2,571 270 109 3,555 - 49,243 1,858 52,158 54,016 |
2023 Total funds £ 11,104 51,952 6,547 1,390 654 300 71,947 59,286 2,021 1,629 1,213 519 4,125 3,548 443 318 2,825 209 76,976 (5,029) 57,187 52,158 |
|---|---|---|---|
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Senior Citizens Support Group Statement of assets and liabilities
| as at 31 December 2024 2024 Unrestricted £ Cash funds Cash at bank 50,187 Cash in hand 1,590 Total cash funds 51,777 |
2024 Restricted £ 2,239 - 2,239 |
2024 Total £ 52,426 1,590 54,016 |
2023 Total £ 50,708 1,450 52,158 |
|---|---|---|---|
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
The financial statements were approved by the board of trustees on 08/04/2025
Moira Falshaw (Trustee)
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Senior Citizens Support Group
Notes to the accounts
for the year ended 31 December 2024
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 December 2024
| 2 Grants and donations The National Lottery Windhill Community Transport Wakefield District Housing (WDH) UNITE Co-operative Society Haribo grant Rotary Club grant St James Place Donation Other donations |
2024 Unrestricted funds £ - - - - - - - - 1,493 1,493 |
2024 Restricted funds £ 5,050 2,000 250 200 - - - 1,200 8,700 |
2024 Total funds £ 5,050 2,000 250 200 - - - 1,200 1,493 10,193 |
2023 Total funds £ - 2,000 700 200 3,380 4,085 400 - 339 11,104 |
|---|---|---|---|---|
| 3 Restricted funds Haribo Grant The National Lottery NOVA PPE St. James's Place Unite Union Wakefield District Housing Windhill Community Transport Horbury Common Land Trust |
Balance b/f £ 2,500 - 86 - 50 - - 1,235 3,871 |
Incoming £ - 5,050 - 1,200 200 250 2,000 - 8,700 |
Outgoing £ 2,500 5,050 86 322 16 250 2,000 108 10,332 |
Transfers £ - - - - - - - - - |
Balance c/f £ - - - 878 234 - - 1,127 2,239 |
|---|---|---|---|---|---|
Fund name
Purpose of restriction
Haribo Grant Towards the costs of four projects involving youth club in Horbury. The National Lottery Towards theme days, room hire and printing costs. NOVA PPE Towards the costs of purchasing additional PPE. St. James's Place Donation towards communications costs. Unite Union Towards the costs of the Theatre expenses. Wakefield District Housing Towards the purchase of catering for Christmas themed day in December. Windhill Community Transport Towards the costs of travel for trips. Horbury Common Land Trust Towards the costs of building raised vegetable beds.
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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