Trustees’ annual report information for charities:
The following form covers all of the headings that the trustees are required to report against for a small charity or a small charitable company under current charity and company law. You can use this sheet, or create your own, as long as you cover each of the headings.
For further information see the Charity Commission’s guidance on Annual Reports: - http://www.charity commission.gov.uk/publications/cc15b.asp
It will save us a great deal of time if this information can be provided electronically, that way we can paste it into the final accounts instead of having to type it.
The charity’s usual activities (ignore this if there is no change from the previous year)
This is where you need to describe what the charity does – in general terms – e.g. running a community centre or providing education activities for young people. The following section is where you can detail the activities provided in the year.
Achievements and performance during the year
This is your chance to explain the benefit that the charity has provided during the year. (insert more rows if required).
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 900. The membership increased by 127 in this financial year which proves there is a need for this charity in the third sector. We have run 11 excursions including one to Concorde and one to Emmerdale TV setting also a 4 day trip to Highclere Downton Abbey. 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. We continue to provide over 35 events eacg month which are always well attended and continued with mobile phone training courses with an outside provider Age UK to be aware 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 has now a base in the local Town Hall to conduct all their administration also allows the centralisation 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.
Public benefit statement
Under the provisions of the Charities Act 2006, the trustees of a charity must have due regard to the guidance on public benefit, published by the Charity Commission, in exercising their powers or duties. This can be found on the Charity Commission website - (http://www.charity commission.gov.uk/publicbenefit/default.asp)
The trustees must make a statement to this effect in their annual report. If you wish, you can make your own statement and include here. If not we will include the following statement for you: ‘In setting our objectives and planning our activities our trustees have given serious consideration to the Charity Commission’s general guidance on public benefit and in particular ……… (eg the ’ advancement of education) .
Could you state the ‘heads of charity’ that your charity operates within (eg advancement of education)
Reserves policy
(if the trustees have formally adopted a reserves policy could you provide the wording of it here. If there is no policy could you state this also)
There are no Debtors but the Board have agreed to hold a reserve account at £5000 for good charity practice,
Funds in deficit (please state if not applicable)
(if you are aware that any funds – restricted or unrestricted have a negative balance at the year-end, could you provide any information to explain how this will be rectified in future periods)
Funds held by the organisation on behalf of others (please state if not applicable)
(please provide details of any monies you have received which you are holding on behalf of another individual or organisation – i.e. you are not actually responsible for the management of the funds – yourself you are just acting as the banker for another group)
List of trustees during the year and up to date:
You are required to state all those people who served as trustees during the year, and up to the date of signing off the annual report and accounts.
Please use the list below and include the dates at which any changes occurred:
| Name of trustee | Position | Date appointed / co-opted |
Date resigned |
|---|---|---|---|
| Alan Hudders | Chair | 15/12/2015 | |
| Gillian Collington | Vice Chair | 15/08/2015 | 9/10/25 |
| Moira Falshaw | Secretary | 12/11/2018 | 15/10/25 |
| Darren Byford | Trustee | 8/1/2019 | |
| Deborah Nicholls | Trustee | 14/7/2020 | |
| StacyWilks | Treasurer | 5/10/2022 | 1/4/2025 |
| Pamela Herrington | Trustee | 5/10/2022 | |
| Susan Hudders | Treasurer | ||
| Karen Bilton | Secretary | 19/11/2025 | |
| LynseyParker | Vice Chair | 10/12/2025 | |
| Susan Wigglesworth | Trustee | 10/11/2025 | |
| Jackie Gillen | Trustee | 19/11/2025 | |
Charity number 1160774
Senior Citizens Support Group
Annual Report and Financial Statements
for the year ended 31 December 2025
Senior Citizens Support Group
Annual Report and Financial Statements for the year ended 31 December 2025
| Contents | Page |
|---|---|
| Trustees' report | 2 to 3 |
| Examiner's report | 4 |
| Receipts and payments account | 5 |
| Statement of assets and liabilities | 6 |
| Notes to the accounts | 7 to 8 |
Prepared by West Yorkshire Community Accountancy Service CIO
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Senior Citizens Support Group
Trustees' report for the year ended 31 December 2025
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 Dates
Alan Hudders Gillian Collington Lynsey Parker Stacey Wilks Moira Falshaw Karen Bilton Darren Byford Deborah Nicholls Pamela Herrington Jackie Gillen Susan Wrigglesworth
Chair Vice-chair Vice-chair Treasurer Secretary Secretary of the group Secretary of trustees
Resigned 9 October 2025 Appointed 10 December 2025 Resigned 1 April 2025 Resigned 15 October 2025 Appointed 19 November 2025
Appointed 19 November 2025 Appointed 10 November 2025
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 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 December 2025
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 900. The membership increased by 127 in this financial year which proves there is a need for this charity in the third sector. We have run 11 excursions including one to Concorde and one to Emmerdale TV setting also a 4 day trip to Highclere, Downton Abbey.
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
We continue to provide over 35 events each month which are always well attended and continued with mobile phone training courses with an outside provider Age UK to be aware 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 also allows the centralisation 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.
Financial review
The net receipts for the year were £3,843, including net receipts of £2,438 on unrestricted funds and net receipts of £1,405 on restricted funds.
Reserves policy
The charity's free reserves, at the year end were £54,215.
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 30/03/2026
Karen Bilton (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 2025, which are set out on pages 5 to 8.
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
31/03/2026
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 2025
| Notes 2025 Unrestricted funds £ Receipts Grants and donations (2) 12,895 Activity and travel contributions 49,185 Sales, fees and fundraising 2,384 Membership 1,270 Bank interest 928 Total receipts 66,662 Payments Activity and trips expenses 45,372 Fundraising costs 2,375 Printing, postage and stationery - Advertising - Insurance 527 Room hire 4,200 Administration and general expenses 7,820 IT, running and support costs - Equipment and resources - Other expenses 20 Bank charges 228 Volunteer rewards 2,480 Donations out 1,202 Total payments 64,224 Net receipts / (payments) 2,438 Fund balances brought forward 51,777 Fund balances carried forward (3) 54,215 |
2025 Restricted funds £ 5,894 - - - - 5,894 3,765 - - - - - - - - - - 724 - 4,489 1,405 2,239 3,644 |
2025 Total funds £ 18,789 49,185 2,384 1,270 928 72,556 49,137 2,375 - - 527 4,200 7,820 - - 20 228 3,204 1,202 68,713 3,843 54,016 57,859 |
2024 Total funds £ 10,193 36,547 2,569 1,020 772 51,101 35,673 1,391 1,221 476 527 3,095 2,571 270 355 - 109 3,555 - 49,243 1,858 52,158 54,016 |
|---|---|---|---|
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Senior Citizens Support Group Statement of assets and liabilities
| as at 31 December 2025 2025 Unrestricted £ Cash funds Cash at bank 54,175 Cash in hand 40 Total cash funds 54,215 |
2025 Restricted £ 3,644 - 3,644 |
2025 Total £ 57,819 40 57,859 |
2024 Total £ 52,426 1,590 54,016 |
|---|---|---|---|
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 Canon printer Square payment terminals x2
The financial statements were approved by the board of trustees on 30/03/2026
Karen Bilton (Trustee)
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Senior Citizens Support Group
Notes to the accounts
for the year ended 31 December 2025
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 2025
| 2 Grants and donations Charles Heywood Foundation Vico Homes Wakefield MDC Grant Windmill Community Transport St James Place The National Lottery Unite Union Other donations 3 Restricted funds Charles Heywood Foundation St. James's Place Unite Union Vico Homes Wakefield MDC Grant Windmill Community Transport Horbury Common Land Trust |
Balance b/f £ - 878 234 - - - 1,127 2,239 |
2025 Unrestricted funds £ - - - - - - - 12,895 12,895 Incoming £ 3,000 - 200 250 444 2,000 - 5,894 |
2025 Restricted funds £ 3,000 250 444 2,000 - - 200 5,894 Outgoing £ - 878 234 250 - 2,000 1,127 4,489 |
2025 Total funds £ 3,000 250 444 2,000 - - - 13,095 18,789 Transfers £ - - - - - - - - |
2024 Total funds £ - 250 - 2,000 1,200 5,050 200 1,493 10,193 Balance c/f £ 3,000 - 200 - 444 - - 3,644 |
|---|---|---|---|---|---|
Fund name
Purpose of restriction
Charles Heywood Foundation Towards the costs of the winter warmer project. St. James's Place Donation towards communications costs. Unite Union Towards the costs of theatre expenses. Vico Homes Towards the costs of refreshments. Wakefield MDC Grant Towards the costs of printing of the 2026 brochure. Windmill Community Transport Towards the costs of transport for trips. Horbury Common Land Trust Towards the costs of building raised vegetable beds.
4 Trustee expenses
No trustee received any expenses during this year or the previous year.
4 Trustee remuneration and benefits
| Details of remuneration and benefits Lynsey Parker Dec-25 |
2025 £ 962 962 |
2024 £ - - |
|---|---|---|
Reason for remuneration
The trustee was employed in the role of IT and administrator.
Legal authority for the payment
The legal authority for the payment is via a provision within the charity's governing document.
8
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 2025, which are set out on pages 5 to 8.
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.
Signed: …………………………………… Name: Sarah Coates MAAT
31/03/2026
West Yorkshire Community Accountancy Service CIO
Stringer House 34 Lupton Street Leeds LS10 2QW
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