AGE CONCERN STURMINSTER NEwfoN and NORTH DORSET Charity Commission Registered Number 1162034 Report and Flnanclal Statements Forthe year ended 30 September 2024 Age Con￿rn Stumilnster Newton and North Dorset For the year ended 30 Septsmber 2024 Contents Administrative details Trustees, report Receipts and payments Statement of assets and liabilities Notes A8e Concern Stumilnster Newton and North Donet REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY For the year ended 30 September 2024 NAME OF CHARITY e Concern Sturmln5ter Newton and North Dorset INCORKIRATION Thè Charlty was Incorporated on 5th June 2015 and be8an Its charltable actlvltles on 1° Octobèr 2015 GOVERP41P4G DOCUMENT The governing document was adopted with effect from the incorporation date of 5 June 2015 C+IARftY COMMISSION REGISYERED NUMBER 1162034 INDEpENDEP￿ REVIEW The Charity 15 not requir•d to have an Independent examlr*atlon havln8 con$idw￿ thè income and assets thresholds. However, a revlew of the accounts was undertaken and I confirm that no materfal matters have come to my attentlon whl£h gives me cause to believe that the accountlng records were not kept In accordance wfth sectlon 130 of the Charttles Act 2011 orthe accounts do not accord wlth the a¢¢ountir records. I have no concerns and have come across no other matters In connection with the examinatlon to which ttentlon should be drawn In orderto enable a proper understsndlng of the accounts to be reached. TRUSTEES Thè Tmstees throughout the year or from date of appointment were.. Franos Pearce Dlanne Cooper Ichalfpersonl Derek Gwynne ITreasurerl Yvette Courtney (Appolnted l July 20241 Thomas Haydon-Da¥les (Appointed 3 May 20241 Richanl Russell (Appointed 3 May 20241 REGISTERED OFFICE Stour Connect Sto(trVlew aose Stuminster Newton Dorset DTIO UF 01258 475582 BANKERS Lloyds Bank pl¢ A8e Concern Stumilnster Newton and Nfxth Dorset TRUSTEES REPORT For the year ended 30 September 2024 The accounts have been prepared on a cash basls Irecelpts and payments). whkh hasthe effert that any Ibabllities exlstin8 at 30 September 2024wlll be absorbed In the followln8 a¢¢obJntin8 perlod. The Trnstees have declded to have an Independent review of the report and accounts forthe year ended 30 September 2024 even though this is not a requirément of thè Charities Commission rules. The accounts are not reqvired to have an independent report taking Into consideration the income and a55ets of the CharTty. Additronalty. the CharitV$ 8ovemln8 document does not requlre an avdlt nor does aryTnJstee, grant condition or donor require such. The orlglns of the Charlty can be traced back to 1938 when it e5tsbllshed a5 a welfare committee. From the very beglnnlng the focus of the Charity has been to PrO￿￿e supportfor the more vulnerable older people livln8 In the t¢)wn of Sturn)Inster Newton as well as those in the more rural andlsolated vlllages and hamlets of North Dorset. Our servlces havè ¥arled over tlme accordlng to need, vo5unteer support and flnance. We are a small Charity but are continuously assessingthe needs in our area and when possible have introduced new servrtes. This year we have expanded our foot clinic trom fortnightly to weekly. the balance class has been Increased to ti¥ice weekty, we have started a new technolo￿ service to support people in need of help and we have InCrea￿d the hours ofour Communlty Outre8ch Worker. W¢ currentty provlde: 8efriendindFriendshlp Seryice Welfare Advice and Information Telephone Support ServSce Weekly Foot Health Clinic Twice weekly Balance Classes held on Tuesday and Wednesdav Technolo￿ Support Seryl¢e Communityoutreach Information and Support SeThlce As a small independent Charlty. we need to continually fundralse to ensure we can continve to provlde all our services and develop the Charity as required. Our maln need is for Core Funding whlch is supported by funds raised from our services, our events and donatlons. O4er the years we have worked hard to build 8ood relatlonshlps wlth a number of organlsatlons who know our work well and are willing to support us on a regular basls, we aregrateful forthis support. We Contlnually explore the development of partnerships wlth similarly minded or8ani5ations to ensure we do not dupllcate seThI￿S but instead enhance their work as well as ours by contlnued networkln8. We have also worked hard to reduce our sts and continualty monltor our services to ensure that they remain relevant and susiainable. A8e Concern s￿mil￿ster Newton and North Dorset TRUSTEES REPORT Icontlnued) For the year ended 30 September 2024 The Trustees would Ilke to thank all our donof5 who continue to support our Charity, our dedlcated volunteers, our helpfvl and friendty stsff and our 3er¥ice users. iy o Coop•r- Trustee L)25 De nne- Trustee Date Age Concern Stumilnster Newton and North Dorset Re¢elpts and Payments Acwints For the year to 30 September 2024 Yearto 30 September 2024 Unrestricted Restricted Total Year to 30 September 2023 Unrestricted Restricted Totsl RECEIPYS Foot clinic Balance class l)onatlons and other 282 1,677 282 1,677 16 414 414 Total Re¢elpts 18,510 510 17,$03 IOA 27,503 Payments Befriendin8 and bereavement Other 14701 121)Jl 1670) 398 Total payments (22,1181 13,5411 125,6591 1173951 11,003) IUJ981 14et (Payments {3.6081 {3yI) {7.1491 funds Totsl funds blfwd li 27 210 Total fvnds at go September A8e Concern Stumilnster Newton and North Dorset Statemert of Assets & Uabllltles As at 30 September 2024 30 Septeml>er 2024 ao ￿pternb•r 2¢)23 Flxed As#ets- Net eookV•lue nrestricted Office equSpment Bank balances Petty tssh 20.116 50 27.457 20,166 27.507 Amwnts du• wtthkn ¢)ne y•ar Sundry creditors Totsl assets less totsl Il•bllltl•s Unrestrirted fund Rèstricted fund 14,510 18,118 Total fvnds Apmed by the Trustees skned on the behalfr. Dlanne Cooper Trustee 20 15. Dèr¢k G Age Concern Sturnilnster Newton and North Dryset Notes to the Ac¢ounts For the year to 30 September 2024 l. Reolpts: (lonatlons (amounts re¢elved durln8 the ￿r} of £lm) or over In¢lude: 2024 2023 The Alice Ellen Cooper Dean Charitable Foundatlon The YAPP Charitable Trust Allen Lane Foundation Dorset Community Fund The Foyle Foundatlon League of 81andford Hospltal 2. Payments: Other Unrestrtcted 2024 2023 Advertising Insurance O￿lCe IT help. storage and software subscription5 Println& postage and stationery Rent Staff salary and assooated costs Telephone and broadband Health and safety costs Staff and volunteer screening Other expense 2.823 496 2.211 660 165 2,567 10,430 697 122 828 2,825 12.784 839 137 l i 28 82 21 3. Restrfrted Funds Restricted fund balances at 30 September represent funds held for restrirted purposes where expenditure has not been completed during the year. 4. Loans There a￿ no loans OLrtstandin8 at the balance sheet date and there have not been any loans outstanding at any time during the year. The Charlty does not have any loans secured against the CIO assets and neither has anyone guaranteed any loan on behalf of the CIO.