Trustees’ Annual Report for the period
From 1[st] April 2023 Period start date To 31[st] March 2024 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 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 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 19.12.2024
Age Well West Kent No 1179948 Receipts and payments accounts
CC16a
For the period Period start date Period end date To from 01.04.2023 31.03.2024
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 £ |
|---|---|---|---|---|---|
| - | - - - - - - - - - |
- - - - - - - - - |
- | ||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| Sub total(Gross income for AR) |
- | - | |||
| A2 Asset and investment sales, (see table). |
|||||
| - | - - - |
- - - |
|||
| - | - | ||||
| Sub total | - | - | |||
| Total receipts A3 Payments |
|||||
| - | - | - | |||
| - | - - - - - - - - - - |
- - - - - - - - - - |
- | ||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| **Sub total ** | - | - |
| **Sub total ** | - - - - - |
- - - - - |
- - - - - |
- - - - - |
- - - - - |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| A4 Asset and investment | |||||||||||
| purchases, (see table) | |||||||||||
| - | - | - | - | ||||||||
| - | - | - | - | ||||||||
| **Sub total ** | - | - | - | - | - | ||||||
| Total payments | - | - | - | - | - | ||||||
| Net of receipts/(payments) | - | - | - | - | - | ||||||
| A5 Transfers between funds | - | - | - | - | - | ||||||
| A6 Cash funds last year end | - | - | - | - | - | ||||||
| Cash funds this year end | - | - | - | - | - |
CCXX R1 accounts (SS)
19/12/2024
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 to nearest £ |
Unrestricted funds to nearest £ |
Restricted funds to nearest £ |
Restricted funds to nearest £ |
Endowment funds to nearest £ |
|---|---|---|---|---|---|---|
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| OK | ||||||
| Endowment funds to nearest £ |
||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| Current value (optional) |
||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| Current value (optional) |
||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| When due (optional) |
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| Date of approval |
||||||
| N Stratton | Nigel Stratton | 19/12/2024 | ||||
CCXX R2 accounts (SS)
19/12/2024
2