## **Trustees’ Annual Report for the period** **From 1[st] April 2022 Period start date To 31[st] march 2023 Period end date** ## **Charity name: Age Well West Kent** ## **Charity registration number: 1179948** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**To relieve the needs of people who aged**
**50 years and over residing within West**
**Kent particularly but not exclusively**
**supporting and enabling people to**
**access health and social care provision**
**locally.**| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|**The service has continued to accept**
**referrals and to support older people**
**identify and access services and**
**support they need locally.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The charities activities are fully**
**compliant with the guidance on public**
**benefit.**| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: SORP reference **N/A** Para 1.38 Policy on grant making **N/A** Para 1.38 Policy on social investment including program related investment **N/A** Para 1.38 Contribution made by volunteers Other ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|**The charity has continued offer support**
**to older people helping to identify their**
**needs and support them to access the**
**right services in a timely manner.**
**The service have sought to support**
**those with complicated needs and those**
**who are unlikely to immediately engage**
**with the services on offer from other**
**voluntary groups or the statutory**
**providers.**
**The service ensures older people reach**
**the right service and follows up new**
**referrals to ensure all is going as**
**planned as well as acting as an anchor**
**point for those who get lost in the**
**complicated health and social care**
**systems.**| ## **Financial Review** |Review of the charity’s
financial position at the end
of the period|Para 1.21|**The charity receives no income.**| |---|---|---| |Statement explaining the
policy for holding reserves
statingwhy they areheld|Para 1.22|**No reserves are held and no direct**
**expenditure is foreseen.**| |Amount of reserves held|Para 1.22|**0**| |Reasons for holding zero
reserves|Para 1.22|**Current expenditure is borne by**
**participating organisation(s).**| |Details of fund materially in
deficit|Para 1.24|**N/A**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**The charity continues as a going**
**concern for the present.**| ## **Structure, Governance and Management** |Description of charity’s
trusts:||**The charity is a Charitable Incorporated**
**Organisation**| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**CIO Constitution**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Constitution dated 14/09/2018**| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**Trustees drawn from the constituent**
**member charities**| ## **Reference and Administrative details** |Charity name|Age Well West Kent| |---|---| |Other name the charity uses|N/A| |Registered charitynumber|1179948| |Charity’s principal address|Age UK Tunbridge Wells
Wood Street
Tunbridge Wells
Kent
TN1 2QS| ||| ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Nigel M Stratton|Chair||| ||Kevin Pharoh|||| ||Sandra Wisdom|||| ||Yvonne Savage|Secretary||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **Funds held as custodian trustees on behalf of others** Description of the assets None held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details **No senior staff** ## **Other optional information** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** Yvonne Savage **Full name(s)** Yvonne Savage **Position (eg Secretary,** Secretary **Chair, etc) Date** 19.01.2024 **Age Well West Kent No 1179948 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 01.04.2022 31.03.2023 |**Section A Receipts and payments**|**Section A Receipts and payments**|**Section A Receipts and payments**||||| |---|---|---|---|---|---|---| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**||**Restricted**
**funds**
**to the nearest £**|**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**|**Last year**
**to the nearest £**| ||**-**||**-**
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**-**| ||**-**|||||| ||**-**|||||| ||**-**|||||| ||**-**|||||| ||**-**|||||| ||**-**|||||| ||**-**|||||| |**_Sub total_**_(Gross income for_
_AR)_|**-**||**-**
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**-**|**-**|**-**|**-**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**|||**-**
**-**
**-**|**-**
**-**
**-**|**-**| ||**-**|||||| |**_Sub total_**|**-**|||||**-**| |**_Total receipts_ **
**A3 Payments**||||||| |||||**-**|**-**|**-**| |||||||| ||**-**|||**-**
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**-**| ||**-**|||||| ||**-**|||||| ||**-**|||||| ||**-**|||||| ||**-**|||||| ||**-**|||||| ||**-**|||||| ||**-**|||||| |**_Sub total_ **|**-**|||||**-**| |||||||| |**A4 Asset and investment**
**purchases, (see table)**||||||| ||**-**|||**-**
**-**
**-**|**-**
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**-**|| ||**-**|||||| |**_Sub total_ **|**-**|||||**-**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||**-**|| |||||**-**||**-**| |||||||| ||**-**|||
**-**|
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**-**|**-**|**-**| CCXX R1 accounts (SS) 19/01/2024 1 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Signature
_N Stratton_
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
**Details**
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
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**Fund to which**
**asset belongs**
**Cost (optional)**
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**asset belongs**
**Cost (optional)**
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**Fund to which**
**liability relates**
**Amount due**
**(optional)**
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Print Name
Nigel Stratton|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||_N Stratton_|Nigel Stratton|19.01.2024| ||||| CCXX R2 accounts (SS) 19/01/2024 2