**Trustees’ annual report for the year ended 31[st] March 2022**
_**Growing Old Grace-fully**_
## **Financial statements for the year ended 31[st] March 2022**
|**Page**|**Contents**|
|---|---|
|2,3|Trustees’ annual report|
|4|Receipts & payments account|
|5|Statement of assets & liabilities|
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**Trustees’ annual report for the year ended 31[st] March 2022**
_**Growing Old Grace-fully**_
Full name **Growing Old Grace** _**-fully**_ **Registered charity number** 1161765
**Main address:** Diocese of Leeds, 11 North Grange Road, Leeds LS6 2BR
## **Committee members**
Carol Burns, _Chair_ Pippa Bonner Anne Forbes Paul Grafton Cath Mahoney Mgr Peter Rosser, _Treasurer_ Ann West Rachel Walker Joseph Cortis (appointed March 2022)
**Bankers:** The Co-operative Bank, P O Box 250, Delf House, Southway, Skelmersdale WN8 6WT
## **Governance and management**
Growing Old Grace- _fully_ is managed by a committee of between 5 and 10 trustees. The trustees have the power to:
- i. Raise funds, receive grants and donations
- ii. Apply for funds to carry out the work of the charity
- iii. Co-operate with and support other charities with similar purpose
- iv. Do anything which is lawful and necessary to achieve the purposes.
New trustees are recruited either because:
- a. vacancies have arisen or will arise
b. existing Trustees have agreed that additional specific skills are needed. The trustees agree what skills, experience and knowledge are needed, and write it down in the form of a short job description and person specification to form the criteria for recruitment. The responsibilities and a process for recruitment are agreed and the whole board remains consulted. The best route to find new candidates is agreed and a short-list is produced. Interviews are arranged against the agreed criteria, with notes kept and similar questions asked. Preferred candidates are indentified and invited to join the trustees, subject to references and formal vetting. They then receive a formal letter of appointment including a copy of the Constitution setting out their duties, which they sign and return. Unsuccessful candidates are notified and thanked. A simple induction plan is agreed and all relevant parties, such as funders, are notified.
## **Aims and objectives**
We are a charity working across the Catholic Diocese of Leeds.
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**Trustees’ annual report for the year ended 31[st] March 2022**
_**Growing Old Grace-fully**_
Our Mission is:
_To enhance the spiritual, emotional and physical wellbeing of older people across the Diocese of Leeds through raising awareness, inspiring and supporting responsive action in parishes._
Our work is focused on supporting Later Life Friendly Parishes and promoting social inclusion of people who are socially excluded as a result of conditions which arise from old age.
Our Current Aims are:
1. To inspire and actively support parishes to introduce models and approaches which enhance parish-based support and involvement of older people.
2. To enable, equip and support individuals and groups in parish communities as they seek to involve and support older people in their own parishes.
3. To champion a positive view of ageing and later life.
4. To share good practice and relevant information.
5. To use a consultative approach so that an increased understanding of needs, hopes and ideas of older people informs all that we do.
## **Achievements in 2021-22**
2021-22 continued to be a challenging year and plans for new face to face meetings had to be put on hold as new Covid 19 variants emerged, and older people continued to be cautious about meeting face to face.
In April 2021 we offered an Easter celebration online ‘Rolling Back the Stone’ which was welcomed by participants. New material also included resources for Lent 2022 and contributions from older people in the diocese including on Climate Change.
An online event in November brought people together from across the diocese to share good practice.
Regular e mails kept us in touch with our network of contacts.
In May and June of 2021, we reviewed our vision and mission and identified clear objectives for the future.
It was encouraging that by the end of March 2022 we were able to start planning a series of events around the theme of the joys, challenges and losses of Later Life including a chance to celebrate the Queens platinum jubilee. Funds
The Diocese of Leeds through Catholic Care continued to contribute £8000 a year and this was supplemented by donations from Sisters of Charity of St Paul the Apostle, Mercy Sisters, The Harold Hood Trust and Charlotte Marshall Trust this has enabled a freelance worker to offer us 14 hours a week
## **The charity’s policy on reserves**
We aim to hold the equivalent of 3 months expenditure (based on last year’s costs) plus a proportion for legal costs and maintain the level of reserves from unrestricted income. The trustees may agree to designate some of the free reserves for a particular project or activity. They will ensure that these designated funds are spent within a reasonable period of time. This policy is reviewed at least annually.
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_**Growing Old Grace-fully**_ **Trustees’ annual report for the year ended 31[st] March 2022**
Signed on behalf of the charity’s trustees:
Signed __Carol Burns__________________________ Date 5/9/22
__________ Carol Burns, Chair
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**Trustees’ annual report for the year ended 31[st] March 2022**
_**Growing Old Grace-fully**_
## **Growing Old Grace** _**-fully**_ **Receipts & payments account for the year ended 31[st] March 2022**
||Unrestricted|Restricted|Total|
|---|---|---|---|
||Funds|funds|funds|
||£|£|£|
|**Income**||||
|Donations -|2006||2006.|
|Grants||2680|2680|
|Other income|0|0||
|**Total receipts**|**2006**|**2680**|**4686**|
|**Expenditure**||||
|Office costs|213.45||213.45|
|Freelance services|676.30||676.30|
|Other||||
|**Total Expenditure**|**889.75**||**889.75**|
|**Total Payments**||||
|**Net receipts/(payments)**|**1,116.25**|
**2680**|**3796.25**|
|Bank and cash|£1952.13|
£8000|£9,952.13|
|at the start of the period||||
|**Bank and cash at the end**|**3,068.38**|
**10,680**|**13,748.38**|
|of the period||||
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_**Growing Old Grace-fully**_ **Trustees’ annual report for the year ended 31[st] March 2022**
## **Growing Old Grace** _**-fully**_ **Statement of assets and liabilities at 31[st] March 2022**
£ **Cash assets** Current account 13,748.38 _Deposit account 0 Petty cash 0_ _**Total cash assets 13,748.38**_ **Other assets -** None
These financial statements are accepted on behalf of the charity by:
Signed ___________________________________ Dated ___________ Mgr Peter Rosser, Treasurer
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