
## **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<br>the charity as set out in its<br>governing document|Para 1.17|**To relieve the needs of people who aged**<br>**50 years and over residing within West**<br>**Kent particularly but not exclusively**<br>**supporting and enabling people to**<br>**access health and social care provision**<br>**locally.**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|**The service has continued to accept**<br>**referrals and to support older people**<br>**identify and access services and**<br>**support they need locally.**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**The charities activities are fully**<br>**compliant with the guidance on public**<br>**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<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**The charity has continued offer support**<br>**to older people helping to identify their**<br>**needs and support them to access the**<br>**right services in a timely manner.**<br>**The service have sought to support**<br>**those with complicated needs and those**<br>**who are unlikely to immediately engage**<br>**with the services on offer from other**<br>**voluntary groups or the statutory**<br>**providers.**<br>**The service ensures older people reach**<br>**the right service and follows up new**<br>**referrals to ensure all is going as**<br>**planned as well as acting as an anchor**<br>**point for those who get lost in the**<br>**complicated health and social care**<br>**systems.**|



## **Financial Review** 

|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**The charity receives no income.**|
|---|---|---|
|Statement explaining the<br>policy for holding reserves<br>statingwhy they areheld|Para 1.22|**No reserves are held and no direct**<br>**expenditure is foreseen.**|
|Amount of reserves held|Para 1.22|**0**|
|Reasons for holding zero<br>reserves|Para 1.22|**Current expenditure is borne by**<br>**participating organisation(s).**|
|Details of fund materially in<br>deficit|Para 1.24|**N/A**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**The charity continues as a going**<br>**concern for the present.**|





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:||**The charity is a Charitable Incorporated**<br>**Organisation**|
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**CIO Constitution**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**Constitution dated 14/09/2018**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**Trustees drawn from the constituent**<br>**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<br>Wood Street<br>Tunbridge Wells<br>Kent<br>TN1 2QS|
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## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Nigel M Stratton|Chair|||
||Kevin Pharoh||||
||Sandra Wisdom||||
||Yvonne Savage|Secretary|||
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## **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**<br>**funds**<br>**to the nearest      £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br> **-**<br>**-**<br>**-**<br> **-**<br> **-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br> **-**|**Restricted**<br>**funds**<br>**to the nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**Endowment**<br>**funds**<br>**to the nearest £**|**Total funds**<br>**to the nearest £**|**Last year**<br>**to the nearest £**|
|---|---|---|---|---|---|
||**-**||**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**-**|
||**-**||||**-**|
||**-**||||**-**|
||**-**||||**-**|
||**-**||||**-**|
||**-**||||**-**|
||**-**||||**-**|
||**-**||||**-**|
|**_Sub total_**_(Gross income for_<br>_AR)_|**-**||||**-**|
|||||||
|**A2 Asset and investment sales,**<br>**(see table).**||||||
||**-**||**-**<br>**-**<br>**-**|**-**<br>**-**<br>**-**||
||**-**||||**-**|
|**_Sub total_**|**-**||||**-**|
|**_Total receipts_ **<br>**A3 Payments**||||||
||||**-**|**-**|**-**|
|||||||
||**-**||**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**-**|
||**-**||||**-**|
||**-**||||**-**|
||**-**||||**-**|
||**-**||||**-**|
||**-**||||**-**|
||**-**||||**-**|
||**-**||||**-**|
||**-**||||**-**|
|**_Sub total_ **|**-**||||**-**|



|**_Sub total_ **|**-**<br>**-**<br>**-**<br>**-**<br> **-**||**-**<br>**-**<br>**-**<br>**-**<br>**-**||**-**<br>**-**<br>**-**<br>**-**<br>**-**|<br> <br> <br> <br>||**-**<br>**-**<br>**-**<br>**-**<br>**-**|<br> <br> <br> <br>||**-**<br>**-**<br>**-**<br>**-**<br>**-**|
|---|---|---|---|---|---|---|---|---|---|---|---|
|**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**<br>Signed by one or two trustees on<br>behalf of all the trustees<br>**B1 Cash funds**<br>**B2 Other monetary assets**<br>**B4 Assets retained for the**<br>**charity’s own use**<br>**B5 Liabilities**<br>**B3 Investment assets**|Signature<br>_N Stratton_<br>**Details**<br>**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))<br>**Details**<br>**Details**<br>**Details**<br>**Details**|**Unrestricted**<br>**funds**<br>**to nearest £**|**Unrestricted**<br>**funds**<br>**to nearest £**|**Restricted**<br>**funds**<br>**to nearest £**|**Restricted**<br>**funds**<br>**to nearest £**|**Endowment**<br>**funds**<br>**to nearest £**|
|---|---|---|---|---|---|---|
|||**-**||**-**||**-**|
|||**-**||**-**||**-**|
|||**-**||**-**||**-**|
|||**-**||**-**||**-**|
|||||||OK|
|||||||**Endowment**<br>**funds**<br>**to nearest £**|
|||||||**-**|
|||||||**-**|
|||||||**-**|
|||||||**-**|
|||||||**-**|
|||||||**-**|
|||||||**Current value**<br>**(optional)**|
|||||||**-**|
|||||||**-**|
|||||||**-**|
|||||||**-**|
|||||||**-**|
|||||||**Current value**<br>**(optional)**|
|||||||**-**|
|||||||**-**|
|||||||**-**|
|||||||**-**|
|||||||**-**|
|||||||**-**|
|||||||**-**|
|||||||**-**|
|||||||**-**|
|||||||**When due**<br>**(optional)**|
||||||||
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|||||||Date of<br>approval|
||_N Stratton_|Nigel Stratton||||19/12/2024|
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CCXX R2 accounts (SS) 

19/12/2024 

2 

