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