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