AGE CONCERN CROSBY
ANNUAL ACCOUNTS
YEAR ENDED 31 MARCH 2022
Charity Registration No: 1171354
AGE CONCERN CROSBY
Year ended 31 March 2022
| INDEX | Page |
|---|---|
| Trustees’ annual report | 3-6 |
| Income and expenditure account | 7 |
| Balance sheet | 8 |
2
AGE CONCERN CROSBY
Year ended 31 March 2022
Trustees' Annual Re ort for the eriod p p Period start date Period end date Day Month Year Day Month Year From 01 04 2021 To 31 03 2022 Section A Reference and administration details Charity name Age Concern Crosby Other names charity is known by Registered charity number (if any) 1171354 Charity's principal address 7 Bell Yard London Postcode WC2A 2JR
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|
| Susan Bramley | Resigned 26 May2022 | ||
| Christine Chua-Short | Resigned 26 May2022 | ||
| Jane Daly | Resigned 26 May2022 | ||
| Gillian Boggan | Resigned 26 May2022 | ||
| Sharon Ryan | Resigned 26 May2022 | ||
| TraceyMcGeagh | Resigned 26 May2022 | ||
| Jonathan Upton | Chair | Appointed 26 May2022 | |
| Susan Scholes | Appointed 26 May2022 | ||
| Meryl Davies | Appointed 26 May2022 | ||
| Names of the trustees for the charity, if any, (for example, any custodian trustees) | |||
| Name | Dates acted if not for wholeyear | ||
| N/A | |||
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance, and management
3
AGE CONCERN CROSBY
Year ended 31 March 2022
Description of the charity’s trusts
Type of governing document
Charitable Rules adopted January 2017
- (eg. trust deed, constitution)
How the charity is constituted Charitable Incorporated Organisation
- (eg. trust, association, company)
Trustees are appointed by the board of Re-engage Ltd Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees.
-
the charity’s organisational structure and any wider network with which the charity works.
-
relationship with any related parties.
-
trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
To promote the relief of elderly people in any manner which now or hereafter may be deemed by law to be charitable in and around the Sefton area in particular by the provision and operation of lunch clubs, activities, holidays, and outings for older persons.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
The trustees confirm that in reviewing and making decisions regarding our activities, we have regard to the Charity Commission’s general guidance on public benefit.
4
AGE CONCERN CROSBY
Year ended 31 March 2022
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
-
policy on grant making.
-
policy programme related investment.
-
contribution made by volunteers.
Section D Achievements and performance
The donation made to Re-engage Ltd has enabled Re-engage to continue providing their Summary of the main core services across the UK, providing older people with opportunities to make new achievements of the charity friendships and regain their social confidence. during the year
Section E Financial review As the charity has no expenditure commitments (e.g. no employees, property, other Brief statement of the charity’s running costs) and its only expenditure going forward will be grants made from net policy on reserves assets held, the trustees see no need to hold reserves. Details of any funds materially in N/A deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
-
the charity’s principal sources of funds (including any fundraising).
-
how expenditure has supported the key objectives of the charity.
-
investment policy and objectives including any ethical investment policy adopted.
5
AGE CONCERN CROSBY
Year ended 31 March 2022
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Jonathan Upton Meryl Grace Davies Position (eg Secretary, Chair, etc) Trustee Trustee Date 20 December 2022
6
AGE CONCERN CROSBY
Year ended 31 March 2022
I N C O M E A N D E X P E N D I T U R E A C C O U N T
| INCOME Donations and legacies Donations Charitable activities Trusts Fundraising income Fundraising Bank and investment income Bank interest Total income EXPENDITURE Charitable activities Donations (transfer of cash & assets to Re-engage) Charitable activities Support costs Management and administration Total expenditure NET INCOME / (EXPENDITURE) FUNDS BFWD ON 1 APRIL 2021 FUNDS CFWD AT 31 MARCH 2022 |
Unrestricted Funds £ 4,800 1,833 148 9 6,790 103,937 5,721 30,118 (139,776) (132,986) 133,040 54 |
Endowment Funds £ 0 0 0 0 0 0 0 (0) 0 0 0 |
Total 2022 £ 4,800 1,833 148 9 6,790 103,937 5,721 30,118 (139,776) (132,986) 133,040 54 |
Total 2021 £ 5,470 0 0 51 |
|---|---|---|---|---|
| 5,521 | ||||
| 0 6,237 12,435 |
||||
| (18,672) | ||||
| (13,151) 146,191 |
||||
| 133,040 |
7
AGE CONCERN CROSBY
Year ended 31 March 2022
| B A L A N C E S H E E T NET CURRENT ASSETS Tangible assets CURRENT ASSETS Debtors Cash at bank and in hand CREDITORS: Amounts falling due within one year NET CURRENT ASSETS NET ASSETS FUNDS Unrestricted funds Restricted funds TOTAL FUNDS |
2022 £ £ 0 225 54 279 (279) 0 0 0 0 0 |
2022 £ £ 0 225 54 279 (279) 0 0 0 0 0 |
2021 £ £ 7,057 3,284 123,846 127,130 (1,147) 125,983 133,040 0 99,989 0 33,051 0 133,040 |
2021 £ £ 7,057 3,284 123,846 127,130 (1,147) 125,983 133,040 0 99,989 0 33,051 0 133,040 |
||
|---|---|---|---|---|---|---|
| 279 (279) |
127,130 (1,147) 0 0 0 |
|||||
| 0 | 133,040 | |||||
| 0 0 |
99,989 33,051 |
|||||
| 0 | 133,040 |
It is anticipated that a transfer of Age Concern’s net assets to Re-engage Ltd will take place at the end of each financial year.
For the year ended 31 March 2022 the company was entitled to exemption under section 477 of the Companies Act 2006 relating to small companies.
No members have required the company to obtain an audit of its accounts for the year ended 31 March 2022 in accordance with section 476 of the Companies Act 2006.
The trustees acknowledge their responsibility for complying with the requirements of the Act with respect to accounting records and for the preparation of accounts.
These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies’ regime.
These financial statements were approved by the trustees on 20 December 2022 and signed on their behalf by:
Jonathan Upton Meryl Davies Trustee Trustee
8