Trustees’ annual report for the year ended 31[st] March 2024
Growing Old Grace-fully
Financial statements
for the year ended 31[st] March 2025
Page 1 of 9
Trustees’ annual report for the year ended 31[st] March 2024
Growing Old Grace-fully
| Page | Contents |
|---|---|
| 2,3 | Trustees’ annual report |
| 4 | Receipts & payments account |
| 5 | Statement of assets & liabilities |
Page 2 of 9
Trustees’ annual report for the year ended 31[st] March 2024
Growing Old Grace-fully
Growing Old Grace -fully
Full name Registered charity number 1161765
Main address: Diocese of Leeds, 11 North Grange Road, Leeds LS6 2BR
Committee members
Carol Burns, Chair Cath Mahoney Mgr Peter Rosser, Treasurer Ann West Rachel Walker Joseph Cortis Maureen Crossley
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 identified 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.
Page 3 of 9
Trustees’ annual report
Growing Old Grace-fully
for the year ended 31[st] March 2024
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:
-
To inspire and actively support parishes to introduce models and approaches which enhance parish-based support and involvement of older people.
-
To enable, equip and support individuals and groups in parish communities as they seek to involve and support older people in their own parishes.
-
To champion a positive view of ageing and later life.
-
To share good practice and relevant information.
-
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 2024-25
We have continued to develop our network of supporters and offered a number of online sessions throughout 2024-25
These have included
We also kept in touch with those who are not online with mailings twice a year, in Advent and Lent
Our website is an important way that we share information with our supporters. All material from the online sessions is shared on the website.
This financial year we received funding from the Day for Life fund of the Catholic Bishops Conference to increase awareness about people living with dementia and how communities can support people to live well with dementia.
We organised two online sessions attended by 40 people to support individuals to to be dementia friends
Two training workshops have been planned and they will be reported on in the next financial year’s report.
With funding from the Ladies of the Grail, we have initiated a pilot project to employ a Pastoral worker for older people in a local parish. We hope this will encourage more parishes to prioritise older people.
We are grateful to our funders including the Diocese of Leeds, Catholic Bishops Conference of England and Wales, The Harold Hood Foundation, and Charlotte Marshall Gift Fund. We
Page 4 of 9
Trustees’ annual report
Growing Old Grace-fully
for the year ended 31[st] March 2024
continued to benefit from the dispersal of funds from Faith in Elderly People, but like many charities fundraising to continue the work if the charity is challenging.
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.
Signed on behalf of the charity’s trustees:
Signed __Carol Burns________ Date
____ Carol Burns, Chair
Page 5 of 9
Trustees’ annual report for the year ended 31[st] March 2024
Growing Old Grace-fully
| TOTAL Unrestricted Funds |
TOTAL Unrestricted Funds |
TOTAL Unrestricted Funds |
TOTAL Unrestricted Funds |
Restricted Funds |
|
|---|---|---|---|---|---|
| Bank & Cash at start of theperiod | £ 22,470.46 |
£ 6,513.62 |
£ 15,956.84 |
||
| RECEIPTS Donations Grants Other Income Total Receipts |
£ 469.64 £ 469.64 £ 14,600.00 £ 13,100.00 £ - £ - |
£ 1,500.00 |
|||
| Covering the Period 04/24 to 03/25 | £ 15,069.64 £ 13,569.64 |
£ 1,500.00 |
|||
| PAYMENTS Office Costs Consultancy Services Printing Computer Services Other Total Payments |
£ 107.84 £ 107.84 £ 11,130.13 £ 11,130.13 £ 320.09 £ 320.09 £ - £ - £ - £ - |
£ - £ - £ - £ - £ - |
|||
| Covering the Period 04/24 to 03/25 | £ 11,558.06 £ 11,558.06 |
£ - | |||
| NET RECEIPTS/PAYMENTS | £ 3,511.58 £ 2,011.58 |
£ 1,500.00 |
|||
| Bank & Cash at end of theperiod | £ 25,982.04 £ 8,525.20 |
£ 17,456.84 |
Page 6 of 9
Trustees’ annual report
Growing Old Grace-fully
for the year ended 31[st] March 2024
Growing Old Grace -fully Statement of assets and liabilities at 31[st] March 2024
£ Cash assets Current account 25,982.04 Deposit account 0 Petty cash 0 Total cash assets 25,982.04
Other assets - None
Signed on behalf of the charity’s trustees:
Signed __Carol Burns____ Date 29/10/24 __ Carol Burns, Chair
Page 7 of 9
Trustees’ annual report
Growing Old Grace-fully
for the year ended 31[st] March 2024
Growing Old Grace -fully Receipts & payments account for the year ended 31[st] March 2024
| Unrestricted | Restricted | Total | |
|---|---|---|---|
| Funds | funds | funds | |
| £ | £ | £ | |
| Income | |||
| Donations - | |||
| Grants | 4,750 | 7,500 | 12,2500 |
| Other income | |||
| Total receipts | 4,750 | 7,500 | 12,500 |
| Expenditure | |||
| Office costs | 153.21 | 153.21 | |
| Consultancy services | 1647.84 | 3027.75 |
4675.59 |
| Other | 84.00 | 84.00 | |
| Printing | 119 | 119 | |
| Computer Services | - | - | |
| Total Payments | 2004.05 | 3027.75 |
5031.80 |
| Net receipts/(payments) | 2745.95 | 4472.25 |
7218.20 |
| Bank and cash | 6251.67 | 9000.59 |
15,252.26 |
| at the start of the period | |||
| Bank and cash at the end | 8997.62 | 13,472.84 |
22,470.86 |
| of the period |
Page 8 of 9
Trustees’ annual report for the year ended 31[st] March 2024
Growing Old Grace-fully
Growing Old Grace -fully Statement of assets and liabilities at 31[st] March 2024
£ Cash assets Current account 22,470.46 Deposit account 0 Petty cash 0 Total cash assets 22,470.46 Other assets - None
These financial statements are accepted on behalf of the charity by:
Signed _Peter Rosser ___ Dated 29/10/24_ Mgr Peter Rosser, Treasurer
Page 9 of 9