Charity registration number: 1171523
The Gateway Group
Annual Report alld F2nancial St8ternents
for the Year Ended 31 March 2024
Siables Thompson & Briscoe
chartET￿ AcGounlants & Statutory Auditors
Lomther House
tDwther Street
Kendal
LA9 4DX

The GateTr¥gdy Group
Contents (continued)
Reference and AdmiE]istrative Details
TTU5ttes' Rcp)rt
2to3
Ststernent of Tnjstees, Responsibilities
Independ¢nt Examiner's Report
Statement of Financial Activities
Balan¢e Sheet
Notes to the Financial Statements
8 to 13

The Gateway Group
Referenee and Administrative Details
Trustees
K Evans
L Gill
D Marsden
C Park
G Pitkersgill
A Stainthorpe
P INThiteley
A Ambrose
Charity Regi8tration Nutnber
1171523
Prlntlpal Offi¢e
17 Firjkle Street
Kendal
Cumbria
LA9 4AB
AecountatEt8
Stables Thompson & Bi"iscoe
Chartcred Accountants and Statutory Auditor
tATrWthtr Hollsc
Ltswher Street
Kendal
LA9 4DX
Page I

The Gateway Group
Trustees, Report
The trustees present th¢ annual r¢pon tog¢th¢r with the financial staiements of the charity for the year ended 31
March 2024.
Trustees offleers
Tlie t￿￿te¢S and officers serving during the year and Since the year end were as follows..
Trustees=
K Evans
L Gill (appointed 19 April 2023)
P Lewis (resigned 31 January 2024)
D Marsdcn
C Park
G Pickersgill
H Tornlinson {re5igned 31 January 2024)
A Stainth¢)rpe
P Whiteley
A Ambrose
Objectives and aetivities
Obie(Is
The charitys objects ape specifically restticied 10 the following..
The promotion of the Yoluntilry sector in tlie district of South Lakeland for the bencfit of the public by providit)g
n￿llageMent. govemancc and other support io Sm811 charities and voluntary oiganisations that provide a wide
range of infOrn￿tIOry support and setvices.
PHblic beNefv
The trustees coFJfinn thaÉ they have complicd with thc requirements of section 17 of th¢ Charities Act 201110
have due regard to thc public bet)cfJt gllidanL¢ published by the Charity Commtssion for England and Wales.
Gr4*t makirtgptslicies
The Gateway Group nmde gL￿ts in the year in line with its fimding agreement with SLDC.
Fln&nclkt revlew
Policy res￿￿5
The trustees consider that as the purpose of the charity 1$ to distribure Ln'ants a￿d as it has no staff or property
¢osts, that the level Df reserves rcquited is very low. At 31 March 2024 the level of unre5tticted reserves at £67
wa5 considered adequate.
Structurey governance and management
Ndthre ofgovÉriii#g doctstheiit
Thc charity was rcgi5tercd as a Charitable Incorporated Orgarttsation (CTOI on 7 F¢bn]ary 2017. ThE charity
became active on 20 June 2017 when there was art irtllial tYansfeT of money from a Collaboration of various
charities in Kendal
Pag¢ 2

The Gateway Group
Trustees, Report (contlnued)
Recruitmenl aNdappoinlJnenl oftru5tee.s
Apart from the first charity tTUStee5. every t￿￿te must be appointed for a tem of thr¢E years by a resolutiotj
passed ai a properly convened meeting of the charity trllstees.
In scleeting individuals for appointment a5 Gharity trustees, th¢ charity tnistees must have r¢gavd to the skills,
knowledge and experience needed for the effective administration of the CIO.
The charity trustees wll make available to each new charity trustee. on or befo￿ his or her first appointment..
a) & copy of thc cutrcnt ver5i0n of this ¢ortsfirntion' tttjd
b} a ropy of the CIO'S latest Tru$t¢es' Annllal R¢porl and statement of accounts.
Org4Misqriollal3tructhre
The charity is registered as a CIO- Foundation. Its members ar¢ the charity tNst¢¢s.
Number ofcharity Irusfee5
a) There must be at least Four14) charity trustees representing at least Four Core Group organisations. If the
number falls below thi5 niinirnum, the remaining t￿￿te¢ or trnstees may act only to call a meeting of the charity
tfustees, or appoint a new charity ttustee.
b) The tnaximum nuTnber of charity trustees is Tweity {201. Ti)e maximum number of Core Group organisations
is Ten 1101. The charity trusiees may not appoint any charity tfustee if 25 a rcsult the number of charity trustee5
would exceed the maximum.
C) Each Core Group organisation will have the ri￿t to have up to Two (2) appointed charity trustees.
d) A Cor¢ Group organ￿sation can have Two121 appointed tnLStees attending each meeiing and they may fvlly
participate in ¢he a¥enda and 2ny other busin¢ss dis¢ussions.
e) When a vote is being taken, a Core Group organisation two trustees in attendance W￿]1 only rcgister one
votc. Jn this ¢ir¢umstance, reasonable tirne. up to five (51 minutes rnust be allowed for Core Group members
with twg trustees atteTrding to a￿e their voting position. Where agrcement belwecn th¢ two twstc¢s is not
reached within five {5) rninute4 that vote will be considered &£ abstention.
FIBanelal iTh5trutnents
Objeclives Alldpolici
The tharity's activities expose 1¢ io very few risks as it principally acts as a distributor of grants to other
charitie5 ￿ll1h]n its objectives.
anTwal report was approvedby the trustees of the ¢harity on 4 July 2024 attd signed on its behalf by..
Trustee
Page 3

The Gateway Group
Statement of Trustees, Responsibilities
The tn￿te¢S are responsible for pr¢paring the tn￿tee8, report and ihe financial staiements accordance with the
United Kingdom Accounting Standards (United Kitigdom Generally Accepted Accounting Practice) and
applicable law at￿ reglllations.
The law applicable to charities requtres the trustees to prepare fillallcial statements for each financial year which
give a trne and fair vicw of the statc of affairs of the charity and of die incomtng rcsources and application of
resources of the ¢harity for ihat period. In pi"eparing these financial statements. the trustees are required to..
select sllitable accollnting policies and then apply them consistsntly.
observe the methods and principles in the Charities SORP.
make judgements and estittthtes that are reastsnable And prudent-
state whether applicable accounting ststjdards have been followed. subject to any material depaTtrJres
disclosed and explained in the finallcial statements.. and
prepart ihe r]nancial statements on tlie COllcenL basis unless it is inappropriate to presU￿e that the
charity will continue in busilless.
Thc trustees ate responsible for keeping propcr accountiiig records that disc105e with reasonable accuTacy at any
tirne the financial position of the charity and enable thetn to ensure t]iat the finaiicial stateinet]ts coimply wit]1 dic
Charilies ACL 2011, tlic Charities (Accoutjls and Reports) Regulations 2008, and the provisions of the
constitution. The trustees are also responsible for safeguardin¥ the assets of the charity and hence for takin¥
rcasonable steps for the prevention and detection of fraud aiid other irreglllarities.
The trustees are respotssible for the maintenance and integrity of the corporate and financial infornwtion
in¢lud¢d on the charitable ¢ompangs website. Legislation governing the preparation and dissemination of
f￿nancial Statements may differ froin Itgislation in other jurisdictions.
Approved by the trustees of the charity on 4 Jllly 2024 and signcd on its behalf by..
ee
Page 4

The Gateway Group
Independent Eumine￿I Report lo the trnstees of The Gateway Group
2024.
Ruponsibiiltles *nd b*Jii of report
As th¢ charity tr￿ of The Gatewpy Group you rrfponsiblc for the preparation of th¢ accounts in
aC￿r￿aThCe Mryth th¢ r¢quiremcnts of th¢ CharitirA Act 2011 {'the Act,).
I report in r¢sprfi of my eXamI￿tion of the The Gateway Group's 4¢¢ounts carried out under section 145 of th¢
2011 A¢t and in canying out my examin￿lon I have follo*rd all thc applicable Directions giv¢n by the Charity
Commission under section 145{5Nb) of the Act.
IDd¢wde#t euminer'• •tsteme•t
I have complewi my examinatson. I confTh no tmtrrial matter5 bave come w my atte￿10￿ in conti¢￿0￿
or
set out in the Ch*ities IAccowts and Reporfs) Rwtsiion5 2(￿18 other than any rtquirem¢M thit the
accounts giv¢ a 'tru¢ and fair view is not a matttr cowsidard as part of m i[mk￿￿1cDI
examinauon.
I hav¢ no ¢on¢em8 and have across other coonertion T￿th the examinthon ￿ which attenlio
should be drnwn in thig r¢port in O￿tr ￿ en•ble a PTop¢r Under￿Ing of the accounts to be reached.
H¢l¢rt Holmcs Bsc FCA
ICAEW
Chanered Ac¢ountth & Ststuknry A￿li￿rS
Lowth¢r House
b)wther Street
K¢ndal
LA9 4DX
Pag¢ 5

Th¢ Gateway Group
Stthtement of Financial Ac(ivities for the Year Ended 31 March 2024
Unrestrlettd
funds
Restricted
funds
Total
2024
Note
Income Endowments from:
Expendlture on:
Charitable activities
(1.397)
11.397)
Total expenditure
11,397)
{1,397)
Net expenditure
11,3971
11.397)
Net movement in funds
(1.397)
(1,397)
Re¢oncili8tioD of fllnd$
Total fimds biought forward
67
8,449
8,516
Total fimds carried f¢)nvard
67
7,052
7,119
Unrestrleted
funds
Restrfeted
funds
Total
2023
Note
Income and Endowments from:
Expenditure on:
CliaTitsble aclivities
(32,6091
132,609)
Total expenditur¢
132,6091
132,6091
Nel expenditur¢
(32,6091
132,6091
Ne¢ m(pvement in futtds
{32.609)
{32,609)
RecoDciliation of fund5
Total fiwds brought foThvard
67
41,058
41,125
Totsl fimds ¢attied forward
67
8.449
8.516
All of the chartty's activitics derive from continuing operations during the above two periods.
The fimds brekkdowi for 2023 is shown note 9.
The notes on pages 8 to 13 forni tntegral part of these financial statements.
Page 6

The GateTvYdy Group
(Registration number: l 171523)
Balance Sheet as at 31 March 2024
2024
2023
Note
Current assets
Cash at bank and in hand
7,844
9.219
Credltors: Amounts falling due within one y¢gr
725}
1703)
Net assets
7,119
8,516
Funds of tht ¢harity:
Restrteted income httds
Restricted fi3nds
7,052
8.449
Unrestricted income fullds
Unrcstricltd fi￿l￿S
67
67
Total fund5
7.119
8,516
Th¢ fJtw]¢tal statEm¢nt6 Qts pag¢5 6 to 13 w¢re approved by the twstees. and authorised for issue on 4 July 2024
and signed on ibeir behalf by..
rn]stee
The notes on pages 8 to 13 fomj an integral part of these financial statements.
Page 7

The Gateway Group
Notes to the Financial Statements for the Year Ended 31 Mareh 2024
I AccoTLnting policies
Statcmcnt of eomplSanee
Th¢ finaneial siatcmettts have been prepared in accordancc with thc second edttion of the Charities Statement of
Recomtnended Practice issued in October 2019, the Financial Reporting Standard applicable in ihe United
Kingdorn and Republic of Ireland IFRS 102) and the Charities Act 2011.
Basls of prep#rntlon
The Gateway Group is a Charitable Incorporated Entity (CIO) regYstered in Lngland . In the event of the charity
b¢ing wollnd up, the member5 of the CIO have no liability to contribute to its assets and no personal
re5POll51bility for settliT2g It￿ debts and liabilities. The address of the registered office is given in tht charity
inforniation page of these financial slat¢ment5. The nature of the charity's OPErations and prtncipal activities are
s stdted in the trustee5' report.
The Gatt￿Y Group meets the definition of a public benefit entity under FRS 102. Assets and liabiltties are
inttially recognised at historical cost or transaction value unless otherwise stated Èn the relevant accountlllg
policy notes.
The financial stateTnents are presented in Sterling which is the functionai Cu￿enCY of the chaTity and munded to
the nearest £.
Go5ng cDneern
The trustees consider thai there are no n￿terIal uncertainties alx)ut the charity's ability to eontinue a5 a going
concem.
In¢ome and endowments
Expenditure
All expenditure is recognised once there is a legal or constEiJctive obligation to that expaiditurt, it l5 probable
settlement Is required and the amount Can be measured reliably. All costs are allocated to the applicable
expenditure hcading that aggrcgate similaT costs to that category. Where costs cannot be directly attributed to
particulaT headit]gs they have been allocated on a ba515 consistent with the use of resource5, Wlth central staff
costs allocared on the basis of time spent, and depreciation ¢harges allocated on the portiDn of thc assct's use.
Other support costs are allocated based on the spread of Staff costs.
Ch4rilAble A¢tiwilies
Charitable expendithre comprises those cosL8 incurred by the cliarity in the delivery of its activitle5 alld services
for its beneficiaries. Ir IrtclL￿eS both costs thar can be allocated directly io such a¢tivitics and th¢)s¢ costs of an
indir¢ct nature neccssary to support them.
G*afvtprovlsl&hs
Provisions for grants are made when the iniention to make a grant has been communi¢at¢d tt> th¢ r¢cipi¢nt but
there is uncertainty about either the tiijhing of the ￿alll or the amount ofgrani payable.
Governanee costs
These include the costs attributable to the cKvity'8 compliance with constitutional and statutory requirements.
ineluding audit, stra*gic managemertt and trustees meeiings and reimbursed expense&
Pagc 8

The Gateway Group
Notes to the Financial Statements for the Year Ended 31 March 2024 (continued)
Taxatlon
The chaTity Is ronsidered to pas5 the tests set out in Parigraph I Schedult 6 of the Finatscc Act 2010 and
therefore it meets the definition of a charÉtable company for UK corporation tax purposes. Accordingly. the
chariry is potentially exempt from taxation in respect of income or capital gains received within categories
coveTed by Chdpter 3 Part I l tsf the CO￿or￿tIon Tax Act 2010 or Section 256 of the Taxation of Chargeable
Qains Act 1992, to the extent that such income or gain5 aTe applied exclusively to tharitable PUTPOSeS.
Cash cash equlvalcnts
Cash and cdbh ¢quival¢nts ¢tFTDpris¢ ¢ash ot] hand and ¢811 dq)osits, and tsther short-trnn htghly liquid
investments that att readily convertible to a known amount of cash and are subject to an insigttificant risk of
change irt value.
Trnde oredltors
are obligations to pay for good5 or service5 that have been acquired in the ordinary cours¢ of business fro
suppliers. A¢counts payable are tlasstfied as current liabilities if the does not have an unconditional right, at the
end of the reportii?g period, to defer settlement of the creditor for at least twelve months after the reporting date.
If there is att uneonditional right to defei. settlement for at least twelve ]nonths aficr the reporting date, they
presented as non-t￿rreftt liabilities.
a￿ re£ogDised illitially &t the transaction price and subsequently Fneasured at aTnortised cost ￿5]￿8 the effective
interest method.
Fund strutture
Unrestricted income funds are general fimds that are available for ust at the trustees discretion in furtherance of
the objectives of the tharity.
Restricted income funds are those donaied for use in a particular area or for specific purposes the use of which
is restricted to that area or PUTPOge.
Page 9

The Gateway Group
Notes to the Financial Statements for the Year Ended 31 March 2024 (eontlnued)
2 Expenditure charitable actiTrTrtie5
Restrlcted
funds
Total
2024
Note
Grant fillHling of activitie5
Goven]ance costs
500
897
500
897
1.397
Restrlcted
funds
l J97
Total
2023
fiote
Training ¢Y¢nt
Gr&Rt funding of activities
Governance costs
1.980
29.927
702
1,980
29.927
702
32.609
32.609
GraTht fllnding
of activity
2024
Grants payable
500
500
Grant fundimg
of actiwity
2023
Grants payable
29,927
29,927
3 Analysis of govern#nte and support eosts
Goverllxnce C4bsIs
Restricted
fund$
Total
2024
Indepcndcllt examincr fees
Examinatiot) of the fit)ancial statemertts
Markcting and publicity
712
185
712
185
897
Restricted
funds
897
Total
2023
Independent ex8rniner fee5
Examination of the flnancial st2tements
702
702
702
702
Page 10

The Gateivay Group
Notes to the Financial Statements for the Year Ended 31 March 2024 {continued)
4 Grant-maklng
Analysis of grants
Cyr&nt5 to institutions
2024
2023
Anglysis
Grants payable
500
29.927
The support costs associated with grent-makivg a￿ £Nil {31 March 2023 - £Nil).
Below ar¢ detaits of material grants made to institutions.
2024
2023
Ngme of institutio
Age UK South Lakeland
Staveley
Activity
29.927
5(K)
500
29,927
5 Trustees rernutttratlon and ¢xpe￿$
No truste¢5, nor any persons con]iected with the￿ have received any reMuner&tion frorn the charity during the
year.
No trustees havc received atry reimbursed expenses or any other benefits from the charity the year.
6 Independent ex8mlner's remunergtlo
2024
2023
Examination of the r]nancial statements
712
702
7 Tax?tlon
The charity is a registered charity and is therefore exempt from taxation.
Pagell

The Gateway Group
Notes to the Financial Statements for the Year Ended 31 March 2024 (continued)
8 Crtdltors: #mount5 falling due within one year
2024
2023
A¢cnwls
725
703
9 FuDds
Balance at
31 Mar£h
2024
Re50llrees
expended
April 2023
Unre$tri¢led funds
General
Unrestricted general funds
67
67
Restricted funds
SDLC ￿nding
8,449
11,3971
7.052
Total funds
8,516
(1,3971
7,119
Balance at
31 .TrIarch
2023
Balance at I
Aprll 2022
Resources
expended
Unre5trieted ￿ndS
Ge#eral
Unrc5tricted general fimds
67
67
Restricted
SDLC ￿ndIllS
41,058
(32.609)
8.449
Total funds
41,125
(32,609)
8.516
10 Analysls of net #S5ets between funds
Unrestricted
fullds
Gencral
Total funds at
31 March
2024
Restricted
funds
Current assets
Current liabilities
67
7,777
(7251
7,844
(725)
Total Det assets
67
7,052
7.119
Page 12

Th¢ G2tsway Group
Notes to the Financial Statements for the Year Ended 31 March 2024 (continued)
Unrestricted
fund$
Ge￿eral
Total fullds at
31 Marc
2023
Restricted
funds
Current assets
Current liabilities
67
9,152
1703)
9,219
(703
Total net assets
67
8,449
8.516
11 Related party tY*ns*ctions
Durillg the year the Charity made the following related party transa¢tions'.
Age UK South Lakeland
Age UK South Lakeland manages thc charity and also re¢¢iv¢s grant money from th¢ charity Os disclosed in
Grallt-rnaking.
At the balance shcet date the amount due tolfrom Age UK South Lakeland w&s £Nil12023 - £Nil).
Page 13