## **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