AGE CONCERN STURMINSTER NEWTON and NORTH DORSET Ch3rity Cornmission Re8lStered Number 1162034 Report and Flnanclal Statemerfs For the year ended 30 September 2022 Aqe Concern Sturmlnster Newton and North Dorset For the year ended 30 September 2022 Contents Administrative details Trustee5' report Receipts and payments Statement of asset5 and liabilities Notes Ay Concern Sturmlnster Newion and North Dorset REFERENCE AND ADMINISTRAfivE DETAILS OF THE CHARITY For the year ended 30 September 1022 NAME Of CHARITY Age Concern Sturmln5ttr Newton and North t)Df5et IrKORPORATION The charity was incorporated on 5th June 2015 and began its charitable actlvllleson l Ocrober 2015 GOVERNING DOCUMENT The govErnin8 docvrnent wa5 adopred with effectfrom the incorporatlon dateof 5June 2015 CHARITYCOMMISSION REGISTERED NUMBER 1162034 INDEPENDENTREVIEW The Charity Ss not rEquired to have an independent examinatian having c0Th5idered the inrpme aDd assets thre5hold5. However. a review of the a¢cDunts was undertaken and I confirm that no material matter5 have wmeto my attentiDn whichgives me causeio believe thatthe aicounting records werE not kept in accordante with Se￿lOn lao of the Charities Act 2011 or the accounts do not a¢¢ord wththe accountlng records. I have nocollcerns and havpcome across no Dthprmatter5 in connecuon with thEexaminatlon to attention should be drawn invrderto enable a properunderstandln8 of the accounts to be reathÈd. TheTrustees throughout theyearwerÈ. unless noted otheA*ise'. Fran￿S Peèrce Dianne CoopEI Ichairpersonl Oerek Gwynne ITrea5urerl TonyThorne-Re5izned 27January 2022 REGISTEREDOFFICE 5tourConneit Stourview C105e Sturrnin5ter Plewton Dorset DTIO IIF 01258 475582 BANKERS oyds Bank plc Age Concern Sturmln5teT Newton and P4orth Porset TRVSTEE5 REPORT Fortheyear ended 30 Serltember 2022 The account5 have been prepared on a cash basls Ireteipts and payments). whith has ihe effect that any liabilitie5 exi5tln8 èt 30 September 2022 Will bÈ abwrbed in the foll¢wingactountin8 perlod. TheTrustees havtréecided tD have an independent rev4ew of the report and accDunt5 for the yearended 30 September 2022 even though rh15 is not a requirement of the Charities Comrn15sion rule5. The accounts are not required to have an independent report takin8 into consideration the Income and assets of the charity. Additionally. the Charity'$8overningdocument does not reoulre an audlt nor does any Trustee, grant condition or donorrequlre suth. The oriRins ol the Charity can be trated batk to 1938wh¢n it was establlshed asè wÈlfarE commlltee. From thevery bÈ8innin8the focu5 Of the Charity h35 been to provide support foroldEr people locally and In the outlyln8 villa8e5 of Nprth DorsEt. an area of rural i501ation. Our 5ervirf5 have variEd ¢ver time accordln8 to chan8t, nepd and COVID-19. We curiEntly prowde illformation and advitÈ £Overinga varlety DI benÈfit5, a bEfriendiDs and friend5hip5etvice for those in need. a telephone 5UPPPrt 5ervire provlding nformatkjn tDvÈrlTh8 • larye nurnbEr of elderty rplated topicsand a fDrtni8htlyfoDi hEalth cllnlc. The fvndin&environment remain5 extrernelychallenging with limited ac￿sStOcore fundinB. In rp5ponse to these challenge5. we Continual￿ review local needs and exploreihe development of partnEr5hip5 with similarly rninded organi53tion5. We are 3150 workingto monitor and. when nece55ary. fedute ¢vr runnlng C05t5 to eTh5ure that OUrse￿ceS femain relevant and sustainable. TheTrusteeswould like tOtaketh￿ opportunity tothank alloufvDlunteers, stsff and our donors ￿th large nd 5mallfDr continuingto support ourwork. ne CoDper Trbstee Date Derek Date A8e Concern Sturnilnster Nevrtot) and North Dorsel Receipts and Paymet)ts Attounts Forthe year to 30 September 2022 Year 10 30 September 2022 UnrÈstritted Restricted Yearto 30 September 2021 Unrestrlcted Re5trirted Tfflal RECEIFYS 329 329 Donations and other Total Rec¢lpf$ &iii 8,111 6.631 6.631 Payments InfDrmatiofi and advlce bereavement ExercisE Other Trtal payhse•ts 117.8661 1170661 113,5711 IIWO) 115.4521 Not (P9￿ents>/ Recelpts 19.7551 19,7551 16,9411 18.8211 Transfers between fvnds IS,￿0) 2,086 12.0861 Total fvnds bl￿d Totalfutsds* 30 ptembE 2L4J 4e Concern Sturmln51er Newton and North Dorset Statement of Assets & Llablllties As at 30 September ZOZZ Note5 30 SeptembÈr 2022 30 September 2021 FlkedA55ets- Net Boo* Valy¢ restricted Officp equiprnEnt Other MvnetaryAsseis 18,340 27,886 Pettycèsh 18.348 27,973 AmDuntsdue wrthln orteyear Sundry creditor5 Total assets lesstotal Ilabllttles R*pre5ented by Unrestritted fund Re5trirted fund 18.010 200 22,765 21x1 Total funds Appro¥ed bythèTrurtee$andslined on thelr behalf.. hne Cooper Tru#¢e Dète 13 Date Tru A8e Concern Sturmlnster Newton and North Dorset Notes totheAc¢ounts For the yearto 30September 1022 I. R￿eIpts. Donatlons lamounts received dyrln8 the yearl of £l,OLKI or over It)clude- 2022 2021 The Alice Ellen Cooper Deèn ChèritsblÈ Foundation The YAPP Charit8bleTrust Garfield Weston Foundation Albert Hunt Trust 5,WO 2,500 Subsequent to year end donation5 were received from The Alice Ellen Cooper Dean Charitable Trust- £5,0￿ and from The Foyle Foundation- £3,LMJO. 2. Payments.. other Umre51rfcted 2022 zozi Advertising Insurance Office IThelp, stora8e ènd 50ftwère 5ubscription5 Printing, postage and stationery Rent Staff salary 3,051 647 557 277 1,434 701 826 454 1,200 7.684 9.530 Travel Telephone and broadband Accountsncy and profession31 fees Hea￿h and safety costs Otherexpen5e 620 140 119 613 140 237 3. Restrlcted Funds Restricted fund balances at 30 September represent funds held for restricted purposes where expenditure has not been completed duringthe year. 4. Loans There are no loans outstanding at the balance sheet date and there have not been any loans outstanding at any time durin8 the year. The charity does not have any loans secured against the CIO a55ets and neither has anyone 8uaranteed any loan on behalf of the CIO.