REGISTERED CHARITY NUMBER: 1201835 TRUSTEES. REPORT AND UNAUDITED FINANCIAL STATEMEKrs FOR THE YEAR ENDED 31 MARCH 2026 FOR AGE WELL NORTH DEVON PREVIOUSLY KNOWN AS AGE CONCERN BARNSTAPLE AND NORTH DEVON CIO
AGE WELL NOFITH DEVON CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2026 Page Reference and Adttthkntfive Detalls Trustees, Report Independent Exallner'S Report 14 to 15 Statement of FIne1a1 Aetlvldes 16 Ba]anee Shee¢ 17 to 18 Notes to the Flnandal Statements 19 10 26 Detsiled Statement rf FinAncial AcdvSties 27 to 28
AGE WELL NORTH DEVON REFERENCE AND ADMINISTRATIVE DEfAILS FOR THE YEAR ENDED 31 MARCH 2026 TRUSTEES Ms B M Gravett (resigned 819ll5) Mr R J Ward (r¢signed 819125) Mr J A Challis Miss A Walter MT8LCEYork MT N PTimms Mrs A R Eustace-Evans (aFV)inted 2811126) Mr J Miller (apIntrd 3111125) Mr G H8Thi8 {appoinied 3111125) Suite 301 ens House Queen Strett BARNSTAPIE t)evon EX32 8FU REGISTERED CHARITY 1201835 INDEPENDENT EXAMINER Streets Stevens & Willey (knred Accountants Grenville House 9 Bolltport Street Barnstaple Devon EX31 ITZ Page I
AGE WELL NORTh DEVON TRUSTEES, REPORT FOR THE YEAR ENDED 31 MARCH 2026 Tr trustees prent their rel with the fiDADcial statements of chlty f(ff the year end 31 March 2026. The trustees have adopted the provisions of Accounting and ReEIng by CharAties'. Statement of Recommended Practt'ce applieable to charities weparing their accounts io accorda[¢ with the nancIAl RepK)rtÈng Stand8Td applicable in the UK and Repllblic of treland (FRS 102} (effective l JAnuory 2019). OBJECTIVES AND ACTIvrrIES Objecdves and aims The PfiDcipal objective of the Charity 18 the relief of oldeT 0p[e in any marn which now or hereafter may be deemed by law to be charitable. The principal activity of AWND is that of providing Susthinable community servicey in North Devon in order to reduce isolation and loneliness, improve health and wellbeing and SUPEXIrt indcpendent living for older and T]ntbIe rwle. Page 2
AGE WELL NORTH DEVON TRUSTEES. REPORT FOR THE YEAR ENDED 31 AIARCH 2026 Significant 8Ctlwities 2025126 continued to b£ a year of growth. The Charity attracted new volunteers to grow volunteer numbers to 183 (167 active and 16 penditig at year-end). 40% growth i)n the previous year. Client numbers grew to 1.412, 77% growtlL on the previous year. The spad of clients and volunteers sS North Devon continued with llfracombe and Are4 and South Molton and Area now being fully established and Lyllton and Lyntnouth and Area becoming a development with the successful launch of Community A¢tivitie8 and exp2n%ion of other services includitig Befriending and the Benefits Service. Further work needs to be done to expand to communities al Lhe perimeter of our w with mÉJrc investment in volunteer recruitment and service matketing. Rapid Charity Emwth has put strain on Charity systems and office space with the team working across 2 offices. a primary site on Boutport Street and secondary Aitr, not open to the public. on Diamond Street; additionally staff had gome compulsory home working due to lack of office qpace at]d our office volunteer supp)rt was greatly restticted. Ivhile we operated ]ike this for over a year as we Ik¢d fur larger accessible avbd affordable pretnises. the strain on staff and impact on service delivery was noticeable. After many property viewings we have been fortunate to securt the support of Queens House, on Queen Street in central Barnstaple and moved in February 2026. Queens House is very close lo Barnstsple Bus Station and has a large car park with 17 disabled parking spaces behind it. the office is llY accessiblc via a lift vlith no steps or stairs. The Iger office space allows the siaff team to work together and h&$ capacity for each service to have badly needed office volunteer support. in &ldition, the office has a meeting room for confidential client consultations and internal and extcrnal rneetittgs. The increased office space greatly increases our capacity for seryice delivery a5 office volunteers support Service Managers with roles including taking Community Transport bcx)kings, m¥king Telephone Befriending calls, supporting the Community Activ&ty Progrdmme by boLiking clients onto lunch club8 and logging activity attendance and helping to cover Help Desk calls. We aiffl to have 5 office volunteers supporting us each day and cUentlY Avetrdge 3. The new meeting room has enabled the Benefits Service tn fflake incrwed apwintment bwkings, and clients who visit the office benefit from confidentiality where needed. As cIieni rLumber5 grow Ireased investtneTht in database systems for all seryices is needed. Ch8Jity tDg. client and volunteer contsci m8nageTnent software used by all Age Well Services, has been furtber developed to enhance Safeguarding and client service recording functionality, these developments will gtve better client support and improved service rewjrting. Optimise Community Transport BkIng Softw9 has been furthcr developed tr) 1P us to WOTk more efficiently SLnd minimise additionai admin tssk%. These investh)enL% ill iDfrastructure have been cIllengIng to fund but sIfiCanY increase our eapacity f service delivery. Page 3
AGE WELL NORTH DEVON TRUSTEES, REPORT FOR THE YEAR ENDED 31 MARCH 2026 Public benefit DEvon is the 3rd largt county in England, 2,590 square miles, 1.25 million residents. One of the miyst sparsely populated collnties, with few large settlents and a dispersedlnmd EK)pul&tion. The North Devon pnpulation is 1002(K) and is older than the national aver8gc with a 22.10 rile in people aged 65+ since 2011 to a third of the population. North Devon is particularly Tura]Iremote with significant deprivation and a profound lack of ¢on]rnunity senTie£A. The most deprived 8re&q in fjevon are in North Devon, llfrxcOm and Barnstaple including Forcheslwhiddon Valley. these areas are in the most deprived IO% of all areas in England. 6,(XX) older ttople in North DevDn live on the state pension (in poverty) but only 4.(M)O receive Pension Cttdit benefil. Older people in North Devon have 204 yeaTS of wer health as they age compared to wealthier better resoulred counties. I£vels of disability are higher than the national average. More support for older. vulnerable people is nee4le4L Each year we undertake client and volunteer suryeys to help lls understand how and why our 8erYiceg kre used and prioritise SeiCe developmenL Our client profile in the rewrt1g lod was 63* female. 37% mAIe. Client age was: l(M)+ 1% -99 12% 80-89 43% 70-79 30% 60-69 13% Upto591% 60% of our clients have Care F]rst number8 ie. are known to Social Service8 and have higher levels of support nee(ts. Clienis have an average of 3 health conditions each, the most prevalent are.. limited mobiliryldisability. memoryldementia, heartjstroke conditions. arthritis. mental heal frailty. sight. respiratory conditions. diabetes, cancer and heillg. A Community Transport Clien( Survey was undertaken with our community trans[ partners acTOSS Northern Devon in A71 2025 and produced the following Tesults.. ClienL8 wcrc older than the Charity average age profile and had more health conditions reFMYting an average of 4.9 each. 76% hAd limital mobi]ityldisability. 53% found out alM)Ut the service from friendslfamily. 18(% from leatlcttysters and 26 practicethospital. 47% of seNice users would like more service advertising. thrnugh their GP People USEd the Trdnsport Service because they had no familyfftiends who could drive them (72%), need one-to-one suptth from Community TransIX>rt drivers e.g. to get to the medical waiting rrn (71 %}, have given up their vehiele because of health (53%), can not use pllblic trdnsport (35%), do not have public transport (22%), have nevcr owned a car AndlL)r cannot afford a taxi (46%). 71% need help from their volunteer dTiver as follows".
To Set inlout of car 58% To find the correct medical waiting nM)m 321% With seatbelts 33% PAge 4
AGE WELL NORTH DEVON TRUSTEES, REPORT FOR THE YEAR ENDED 31 MARCH 2026 OBJECTIVES AND ACT[VIT8
With mobility aids e.8. wheelchair 30% To Iwklopen their house door 14% of volunteer drivers are happy to give Ihis help. l(M)% of vt)lunteer drivers are happy to wail for return journcys e.g. for hospital appointments, IMI% have done so. Service user5 rert the following service beneflts: 93% acc&ss Mlea1 Appointments 70% maintain independence 58% improved quatity of ]ife 50% improved mentAI health 42% prevention from being houseknund 40% reduce feelings of loneliness 23% feel more activelconnect& 22% fe¢1 more confident and resilient People use the Transport Service to Aecess hospitsl appointments (92%). to 'otheV medical apwintmenls e.g. the dentist {52%), to access GP app)intmenrs (50%) For shopping (13%). for social activities (22%). 87% would mi&5 essenlial medical apw>intments if they did not have access to Community Transm. 35% need more setvice availability and catmot always Ewk a car when they need one. 100% are sattsfied with car cleanliness a1 getvice pthlty. Th¢ prioriry is to expand the provision of the Community Transport Service to make more cars available meet toth existing client And fUtll client nccds. North Devon ha5 very limited public transport and Feople must travel long distance* to access essential medical seryices. For example, there is no radiotherapy treatment available in North Devo people must travel to Exeter Ha8pitsI (over 50 miles) for rndiotherdpy which 15 likely to be neei]ed by 25% of the population. Many cancers dIsprorti0nateIY affect older Fople and comtnunity transport to facilitate these appointments ]% essential. Volunteer dTiveTS cary PPE. including Sick buckets, gloveA, wipes and apron.% in order to support &pIe after these depleting mcdical treattnents. Service users are hugely grateful for the supwrt they weive with many saying tY could not manage without it, Referrats Service refeTrdls come from $th10ry sourc&4 including GPS. Social Pres]bers, sla1 Workers, the North Devon Hn.%pital Discharge Team. Community Mental Health Team, PhysiotherdPi%ts, Dementia NueAdvISors 2nd Devon Carers. family. friends., neighlx)UTS and gelf-refcrraL4. .8elf-refetTals hAvc grown I)VEr the last 12 months which demonstrdtes the importance of our exten%ive T[tketing exmpaigns which are designed to reach the TUOSt lonely and isolated. often using letter box dropq to ensure we reach pcople who are housel)ound and particularly vlllMer4ble. Waiting lists are too long. particularly for kfriendiug carer supp)rt gttvices. The main objective in 2Q26127 is to increase our volunteer 5UPPOrt so we can reduce our waiting lists, meet gmwing community need and continue to spread our 8eTvices &cros.8 the North Devon District giving all eligible residents equal Page 5
AGE WELL NORTh DEVON TRUSTEES, REPORT FOR THE YEAR ENDED 31 MARCH 2026 OBJECTtVES AND AcllviTIES Volunteers Volunteers are recruit&l via multiple marketing channels including press and Pli radio. postern and leafiets, community evenLq, roadslK)ws. web and social media (Facebook and Instagram). All voluniecrs follow the 'Safe Recnjitment T¥(t&ss' (application, inteTview, 2 refenCeS, enhanced DBS check) and attend training (compul.si>ry induthion training which Includ vulnerable adult safeguarding. lone working, confidentiality, boundarie& emergency proCethes). We also offer volunteers ond e2rerslfamily Tnembers a Tninimum of 6 itional training courses each year such &8 first aid, safe moving and handling, dementia awareness, bereavement aWen$s and thrnestic abuse Awaren$. Popular volunteer events hTe quarterly. OpIU01tieS for peer SUPPK>rL to build friendships and give back to community are vital in en%uring we retain and grow our volunleeT SUPFM)rt. Our Volunteer Steering Gn)up mcets quarterly and provides imtx)rtAllt insight into (J)arity and service development. The Volunteer Awards Program gives framed cerEificates And modtst gifts to volunteus for their long service, wheTC people are available these are presented at the AGM. We achieved Investing in Volunteers Accredithtion in NOVemr 2024 and continue to wo1* to best practice standards in the C8Te and support of our volunteers. Page 6
AGE WELL NORTH DEVON TRUSTEES. REPORT FOR THE YEAR ENDED 31 MARCH 2026 ACHIEVEMENTS AND PERFORMANCE Charitable acdvlties Mah 2026 8eThice mllnbers and achievernent8 were as follows:
North Devon Help Desk- a fre¢ inf(Kmation. xignrK)sting and support setvice covering t18 such as home support, healthca and s(la1 carc, legal. debL energy. benefits and support services; 3.900 callslcontacts were received and peSSed over the rep)rting 1(1. Benefjts Setviee - monthly clinics tn South Molton and llfrdcombe. weekly c]inics in Barnstaple and 2-3 home visits each week. to help people with Benefits AsE£&sments. Attendance Allowanee, Pension Credits. BI Badges and other paperwork We have growrA income for our dients achieving £5(K).(fft in the rewrting periixl. Community TrdllSFrt - voluntrer drivers drive people in their own cars for medical, S(la1 and practical jollrneys. Wheelchxirs amd walkng aidg can be traT]SPOrted and one to one suptM)rt to attend medical and other dPW)inth]¢nts be PTovide(L Escorts may be required for particularly vulnerable passengers. This service has ¥rown from 80 weekly journeys to l(Xl with driver numbers growing from 35 to 54. in total 4,183 joiuneys were completed during the reporting Ftriiml. Shnpping Service - Age W¢ll North Devon volunteer either accompanies and helps someone lo undertake theÉr own food thopping or IA given a list and payment and does the f(MMJ shopping for them. Help with shopping lists. to Carry bags and shopping Away can be provided An online shopping seryice can also be provide(L 1,121 shoppin8 journ¢ys were Dndertaken during the reporting ri(l. Befricnding and Telephone Befrietyjing - An Age Well North Devon volunteer provides a weekly fviending visit. Visit5 Usually last att hour duTing which time P]e enjoy a cup of tea and a chaL look at old ph(ogrdphs. play games, provide suppnrt to go for a short walk or sit Olltside und enjoy the Sunshine. Telephone Befriending phone Calls provide cortversation and companionship and check to m&ke SUJE thAt ] is wcll. Face to facc befn'ending grcw from 35 to 47 weekly visits with an additional 27 clienL8 waiting for a volllnteu match. Telephone Befriending Provided around 74 friendship call8 a week, grnwing from (A) in the prcvious year. Additional resource has Eten funded by the Barnstaple Primary Care Netwo (4 Barnstaple GP Practices} for Befriending Seryicas for the housebound, this additional resource will help us to reath those 0p]e who are most in need and grow our serY1 io have more impact on Our most vulnernble ol twple. Carer SupIM)rt- An Age Well North Devon volunteer pmvides a weekly befriending visit to ihe cared-foT allowing the carer to tske a mUch-fteed break. Visits usually l&$t 2-3 hours during which time >ple enjoy a cup of tea and a eha( Ik at old photographs and play games. In addition to kfriending the cLred-for the volunteer 80 provid %upwrt to the earer. Just being heard cau make a big difference tr) how carers feel. Jn additii)n, carers receive respite breaks when the person they for attends an Age Well Nortb Dev Community Activity. Client nunth¢r5 grew fn)m 34 to 46 with 8n ldItional 26 clients waiting for a volunteer over the rewning period. Community Activiti&q had a rIfyI of consolidation and strnteEiC expansion over the rertIng n(MI with low performing activities in well seryiced areas (Barnstaple) closing to enable serviec expansion in underseryed areas (Ilfracombe and Lynton and Lynmouth). The ryx)rly attended llfracombe p.in Morning was replaced with a Lunch Club at the cltOn ho1 iTt Ilfracombe, this change led to an itwease in service se fn)m 3 monthly to 44 and a new Lunch Club in Lynton and Lyntnouth w&8 opened quickly attracting 19 new clients. Age Well Nnrth Devon pr(Trvided 4.686 community activity attendances in the period and increased people using the service to 241: transp)rt and 5UFfAlrt to tend dcrivities was provt4]ed as needed. Pdge 7
AGE WELL NORTH DEVON TRUSTEES. REPORT FOR THE YEAR ENDED 31 MARCH 2026
Shopmobility, Sc(M)t¢r and Wheelchair Hire . cle4ne41 serviced wheelchairs. and scooters cun be hired by the day the week. The seryice sUPPOrted 113 people in the re[lg period. Over 5,2(K) tKople were SUPrted during 2(Y25126 {30% on prevTOUS year) with over 22.OCO units of suptth {29% increase on the previous year). Volunteers donated over 24,(KX) hours of service {33% gmwth on the previous year) which equateg to a donation of £322,8(Kl based on tk adult living wage (42% gTOWth on the evouS year). With the growoh in volunteer num1, and hours of donated time. we are able to Illcre our service prO810n in all are&8. Demands for heftiending, caTrr support, nefits suppo transport and shopping continue to exeeed our abiliry to supply and increased volunteer recruiiment in tha8e areas are a priority. Our new office space has prnVid the Op(ty for S office volunteer.s to work with us every day and we continue to look for viAunteers to join our office supp)rt team for transtKbrt IK)oking, help desk calls, telephone befvicnding. supwrting community aciivities and frIend1n8 and cartr supp)rt services.
AGE WELL NORTH DEVON TRUSTEES, REPORT FOR THE YEAR ENDED 31 MARCH 2026 NANC REWEW Principal lundlng sourees The Charity is fw)ded by a combination of seryice charges, donations and community fundraising {cuTrntly around 21% of total income), statiitw funding (currently around 17% of to income), and grants and trusts {currendy Around 62% of totsl inme>. GTant funding is particularly challenging. grant aw8nls are srnxller and harder to achieve post Covid l(Kal oP[rtI]n1eS for funding from $thwtory and private sources greatly reduce4L ID addition, the rise of At appltcationg is adding to grAnt processing and reswnse limes with many funders saying they are now 'swamped' with applications al several long-time thrxlers paying out their funding and clOsig down, or narrowing their (u5 to supp)rt fewer causes. sMller geogra11¢ areas or reducing chaJity size eligibility crileria. this has greatly impacted on Age Well. Work Mst cOntine in 2ff26127 tts improve t Charity'5 Sustainabiltty thr(x)gh charitable setviee charges, donations. legAcies. community Adraising And thTouEh incre&4ed statiitory supporL Our main grant funder in 2025126 was The Nationaj Lottery, Age Well knefitted from 3 Nationoj IA)ttery granig in the pui(ML a Reaching Communities Grant for core costs. an Awards for All Grant for core COSLS and a PartnerAhip Grant for the Community Trdnswrt Service. Age Well led a partnership of 7 c.ommunity Transport providers across Northern Devon (Age Well, Brdunton Volunte£rs, Ilfracombe Town Council, Sollth Molton and District Volunteer Bureaw Tc)rridge Volunteer Car8 and Holsworthy Rural Community Transtwt) and comtnunity transport support ijrganisalion Devon Acc&i$ to Services. The partslershtp w&$ guece&'sful in se£uring a s-ye grant to double ci)rnmunity transport provision in Northern Devon. from 118 drivcrs and 233 weekly journeys to 280 drivers and 455 wcekly journeys. This grant started in NOveMr 2n25 and will Supp the Community Trallsport Servi¢¢ until November 2030, covering arnd of service costs. The remaining 40& mu$t be funded by charitsble service chor£es. (knnations, community fundraising and further grant and tsust xpplicatioDS. Other grdnt funders In 2025126 included the PostC(K]e Lottery. the LHC Communiry Benefit Fun FullahriK)k CIC. Charles Hayward. The Clare Milne Trus( the Nornian Family Tnlst, the Souter Trust, Sport England, the si5 Foundation for the Disabled. Dr and Mrs Alfred Darlington Ch7[able Trust. the Alexander De Brye TWSL the Anry Trust, the E]mgrant Trn.8t, Horne Instead, Tesco Bags of Help and TDK-tdmbda. 114 grant applications were written to genernte the income needed to fund Charity expenditure in the period. Grant funding is extremely cha]lengitig and without The National tA)ttery Reaching Communiti&s Grant and Awards for All Grant (which ended in 2) fullding the 21)26127 financial year As going to be difficulL We att aware that the ChaTity name, Age Concern, lead8 some fi]nder$ to believe that we are part of Age UK. or a larger Age Concern Network: this is not the case. We are exPl1g options io change the Charity name to improve our visibility. m(MJernise image and enable us to Speak more positively aknut the many benefits of ageing, rM)t always stsrting from a positioll of 'Con, which alienates some people from our senryees and deter& some funder& Page 9
AGE WELL NORTH DEVON TRUSTEES, REPORT FOR THE YEAR ENDED 31 MARCH 2026 FINANCIAL REVIEW Re8erv&s policy The tots] bank balance of £68.432 in AWND & the end of 2()25-26 equates to approxiMalY 2.5 months of Charity funding. £37.757 of income received is deferffd into the 2020-27 year. Dlle to the risks oudined in a) to d) below thc Chlty aspires to hold a r&8wve equal to six months of operating eosts. This is necessary be£ause'. a) A source of income, e.g. a grant or community donation. may not be renewed due to economi circumstances kyond AWND control and fund8 might be needed to give Trustees tirne to take action if income falls below expectations. fvrtding climate ig inur2singly challenging, and thi6 risk has become more likely. b) There may bc a need to fund short-terni defici(s in a cash budgel e.g. money may ne£d to spent before ¥ funding grani is received. The time taken for funders to process grant applications and make grnnt payments ha8 increased in recent years 2nd is often longer than stated irt grant guidC.nes. c) There is a risk of an unforeseen emergency such as an uneX¢¢d large IT repair bill, e.g. for a computer virus cleanse. d) AWND mky need to cover utrforeseen dAy-tO-day ormtional costs, e.8. employing tempotBry St8ff to cover a long-tcrni sick absence. Going concern The charity is reliant 00 continuing funding from Devon County Council and other third paty grantsldonor8 to enable it to cover its operating expenditure. The TTUStees are optimistic that further funding will Ee agreed with 4)plicatiorts for grants in progress, but there can be no certainty in relation to this. On this bdSlS. the trustees have cnrttinued to adopt the going ci>ncern basis of accounting. The trustees are carefully monitQTing the charity's financial pN)4ition through careful comparison of budgeted to actual results. FtrruRE PLANS The Board of Trustees has set the following priorities for 2026127.. l. Funding services 2. Recruiting volunteer8 to grow service provision and meet need 3. Marketing Services so that people in North Dcvon who need the Charity's S¢Tvices know about them 4. Charity 8overnance. including financial governance STRUCTURE, GOVERNANCE AND MANAGEMENT Governing docllment Age Well North DevoTh (AWND) is controlled by its governing document, the "Constitutioll", which defu5 it as a chitable IncorPOrnt Organisation (CIO). as definrAI by the ChaTities Act 2011. Pwlo
AGE WELL NORTH DEVON TRUSTEES, REPORT FOR THE YEAR ENDED 31 MARCH 2026 sTRucr[ GOVERNANCE AND MANAGEMENT Charity constithtlon Age Well Nrnth Devon (AWND) is a Charitable IncoryM)rated Organisation (CIO) registered in England and Wales on the 3rd Febnlary 2023. Fornierly Age Concern Barnstsple & North Devon CIO and Age Concern Barnstaple and DistricL A550ciation, uttinccryraied giStered Charity. Recruitment gnd pltent of new A WND is governed by a Board of Tn]stees which currently compEises a Chair ond 6 truste&8. The Chair is apllnted by the Board from existing trustees. Thistees are re¢rnited with reg8 to the balance on the BO3 of individuals with relevant skills, experience. knowledge and qualifications. As well as Ikillg for individuals with busine6's, hea1th1scIal earc, North tkvon. community and governance experti direct experience with the issues which face our clieTtts and volun*er experience FS valued. Prior lo inviting nominations and applications for Board membership a skills audit review of existing members IA undertaken in i)Tthr to attract prospective memF£ts v/ith the required experlence, skills and knowledge. Thc Board of Trustees n)eets a miDimwn of 6 tAmes a y&8r 8nd is resN)llsible for the overall direction and control of AITrThD. The Board is responsible for taking decisions on the strategic direction of the Chariry, approving major exFtnditure, major developments And thmugh the Chair giving 811PPOrt and SUrvIsion io the CEO. Specifically, trusffts..
Make sure thc Ch8rity js carrying Out its PUTP08es for the public nefit Comply with the Charity governing document and the law Act in the Charity's t interest ManAge ChaTity rUrceS respK)nsibly Act with reasijnable care and skill Make sur¢ the Charity is accoutttable OrggntsAtI(ffial $trnetll and decillon making The CEO lead8 the daY-tdAY management of AWND on authority delegated by the of Trustrts. The CF,0 and Chtiir med Tegularly to discuss and implement $trafrgic and operational issues and t() moniior and control the perfonnance of the Charily against the StraE8i¢ Plan. This work is reported on at Trnstee Board Meetings Reerulthien¢ and Appointment of new Tnths On appoin1menl each trustee signs a Code of CondLWt and complet¢s a register of interests. They arc given a Trustee Induction Pack that includes the Charity Governing Dumert( wTrlicies and pThKedures. includin8 onflict of inter&st, and other guidance. The pack contains a Stre job description and a copy of the Charity COMlSsion Guidance Le4fiet _ The Egsellti Trustee". what you need to know,. New tntee8 meet with the Chair 8nd CEO (o discuss.. their role and responsibilities key drments including the Cottstitimion funding including the latest published accounts and current position the Charity's focus on oDtcomes TThstees are also invited to an induction ur of all serviccs. Relaled parties Any rclated paty transactions re4llitg disclosure have been detsiled in the notes to the accounts. Pagell
AGE WELL NORTH DEVON TRUSTEES, REPORT FOR THE YEAR ENDED 31 IAARCH 2026 STRUCTURE, GOVERNANCE AND MANAGEMENr The Charity insurance is reviewed annually and includes public liability. employee liability and professiona] indemniry cover. In additio volunteers who drive for the Community Transwrt Service have their No-claims Bonus protected whilst driving fff the Chtirity. Risk manaRement The tsvstses have a thity to identify and VIeW the ri4ks to which the Chariry is exposed and to ensure appropriate controls are in place to pmvide reasonable a&suranc£ against fraud and error. Day to day accounting and bookkeeping are undertaken by the Charity Adtninistr&tor under the supervision of the CEO. Financial Governance 1$ managed through monthly relS fmm the Xero acc()unting software package which is linked to the Charity bank account and gives a rea14ime financial position. The monthly Variance Report ¥how8 income and exFenditUTe againqt blldget and allows the Charity Twsll and trustras to &liusrments funding and ctssts as required. An external aecounthnt W(Mluce¥ the Acujunts and Annual Retxjrt and all cxternal reporting requirem¢nts &e meL risks. 8re managol via an external provider, Alchemy Systemg. aoud-b&sed shared drives and databdses provide secure back-up fnr client and volun*er data. Any virns risks are managed by Alchemy wha look afr the c.harity Softwa and hardwaTr and provide both day to day remote staff technical SUPFrf)rt as well at4 on-site supp)rt and crisis management should this be A pruvision is made in the budget in ease this is required. HR tisks are managed by Using an external provider. South West Council (SWC). SWC provide 1n( support for any HR issues. review policies and procedures. and provide additional suptort for sC]fiC issu&8 if needed. A provision 18 made in the budgEt for additional HR and legal suPrt should this be required. Risk Assessments at the main Charity offic4 and all project sites, 8tE carried out annually and lead voluntecrs at projects, and individual lone working volllntcers, are trained as required in risk and hea]th and safety, including lone working and s8feguarding. All v(>lumtetrs are SurYiSed and supported to use Charity policies and proccdures correctly. All Charity policies aTtd procedures are reviewed and upjated annually or as required and reviewed externally evcry 3 years. The Charity has an annual Health and Safety (H&S) inspection. fi rcview and PAT tcsting. Accident trA)oks are used. and TnctdeDts are rerted. If necessary, H&S is adjusted to refieet experience. A fire register is iaken at all clubs, groups and meetings. All volunteers a recrnited using The Safe Recn]itment Method V1¢h includes the complai(Trn of an application form, an interview. 2 references, an enhan¢ed DBS ch¢¢k and compulsory trdining in policies and procethlres. TnL8tees would like to thank the wonderful volunteer8 who are so generous in their donations of time and expertise and the staff team at Age Well for all their hard work. ge12
AGE WELL NORTH DEVON TRUSTEES. REPORT FOR THE YEAR ENDED 31 MARCH 2026 CHANGE OF NAME The charity passed a special resolution on 22 June 2026 changing its name from Age Concern Barnstaple and North Devon CIO to Age Well North Devon. Ap Yed by order of the board of tsvstees ... and signed on IL$ behalf by: Timm5 - Trustee Page 13
INDEPENDENT EXAMINERE REPORT TO THE TRUSTEES OF AGE WELL NORTH DEVON rndependent examiner's repwrt to the trusteeg of Age Well North Devon ('tbe Charity'} I report to the cbarity trlJ8tees on my examination of the gcci)unts of the Charity for the year ended 31 March 2026. RespJn51bilitses and bgsis of report As the charity trn%tees. you are reS8]ble for the ptEpaTatiDn of the accounts in xcordance with the requirements of the CltieS Act 2011. Having satisfied myself that the acciyunts of the Charity are not requircd to be audited and are eligtble for independent examination under the Charitics Act 2011. I report in reS[t of my examination of your charity's accounts as carried out der Section 145 of the Chariti¢s Act 2011 ('the 2Ql l Act.). In carrying out my examinatinn I have followed the Directions xiven by the Charity Commission under Section 14515) Ib) of t 2011 ACL Page 14
INDEPENDEKf EXAMINER'S REPOFrr TO THE TRUSTEES OF AGE WELL NORTH DEVON Independent examiner's statement Since your charity's gross income excceded £250,IKKJ yollr examiner must be & member of a listed kndy. I can confim that I am qualified to undert¢ the examination because l am a memkr of the Association of Chartered Certified Accountants. which is one of the listed tthies. I have completed my examination. I )nfim1 that no matten have come to my attention in connection with the ewdminatioll giving me cause to lIeve.. ting re)rdS were not kept in respect of the Charity as required by the Charities Aci 2n1 I, or the accounts do not accord WAth those Iecordg: or the accounts do llot comply with accollnting requirement8 of CharRties Act 2011 other tham any requirement that the a¢counts give a tsue and fair view which is not considered a% part of an Indendent examination" or the accnunts have not been prepared in accordance wiib the methcjds and principles of the Statement of Recommended Practice for ac¢ounting and )rtIllg by charities (applicable to charitie5 preparing their accounts In a¢cordan¢e with the Financial Reporting,Stsndard kpplicable in the UK ond Republic ofireland (FRS 102)). I have n() concerns and have come across no other matters in connection with the examination to which attenuon should drnwn in this re[ in order to enable a pwier understanding of the kCCOUDts to reached. Mr A P Kennard FCCA The Association of CharteTfAI Certified AccwntsntS Streets Steven8 & Willey Chartered Accountants Grenville House 9 Bnutport Street Barnstaplc EX31 ITI Page15
AGE WELL NORTH DEVON STATEMEKf OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2026 2026 Total 2025 Tot funds Unrestricted Restricted funds Notes INCOME AND ENDOWMEN15 FROM Donalions, legacies and grants 184646 99279 283925 261.889 Charitable actlvAties Charitable activities 54927 54927 33,596 Investment income 375 375 132 Totsl 239J48 79 339 227 295.617 EXPF.NDITURE ON Charitable tivitieS Cbaritable activities 281091 NET INCOME 343 Jw 13.526 RECONCILIATION OF FUNDS Toial funds brought fornard 44.162 44,162 30,636 TOTAL FUNDS CARRIFD FORWARD 47,705 47,705 44.162 The on pw 19 to 26 forni part of the8e financial ststments Page 16
AGE WELL NORTH DEVON BALANCE SHEEr 31 PAARCH 2026 2026 Tothl nds 21125 Untestiict¢d Restiicted nds funds Notes FIXED A&SETS Tangible assets 25J60 25a60 9,054 c.tJRRENT ASS Debtors Cash at bank and in hand io 14,686 71.736 68J25 73211 86,422 Amollnis falling due withln one year (50066) (50066) (51.314) NET CURRENT ASSET6 35,108 TOTAL ASSETS LESS CURRENT LIABILITILS 47.705 47,705 44,162 NET ASSETS 44,162 12 Unrtricted funds 44.162 TOTAL FUNDS 44.162 The trustees have not required the charity to obtsin an audit of its financial slatements for the year enthd 31 March 2026. The trnstees ackTh)wledge their responsibilities for (a) ensuring that the charity is mainthining accounting recordq and for the preparation of financial slaiements which give & ttue and fair view in acc()rd with applicable law and United Kingdom Accounting Standards (FRS 102). (b) preparins financial staiements which give a In and fair view of the stste of affairs of the chartty as at the end of cach financial year and of its surplus or deficit for each financiai year in accordance with the Charities Act 2011 lating to financial ststement&. so far &$ applicable to the chartty. The notes rm page 19 to 26 fonn part of these financial srat¢mert8 Page 17 iinued...
AGE WELL NORTH DEVON BALANCE SHEET- continued 31 MARCH 2026 These financiaj statements have been preped in Accordance with the Charities SORP (FRS 102) and the Charities Aci 2011. The finlln ial statements were approved by the Board of Trnstres authorised foT i8sue on and were signed on its behalf by: N P Timms- Thtstee Mrs A R Eu51ace-Evans - Trustr£ notes on pa8e 19 to 26 forn) part of these financial sthtements Page 18
AGE WELL NORTH DEVON NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2026 ACCOUNfiNG POLICIES BASIS QF PREPARING THE FINANCIAL STATEMEWI%. The financial statements of the Charity. which is a public illerat entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Aecounting and Reryjrting by Chartties.. Statement of ReComnded Practice Applicable to charities preparing their accounts in acc(xdance with the Financiat Rew)rting Stand8rd Applicable in the UK and Republic of Ireland (FRS 102) (effective l January 2019),. Financial Reporting Stamdard 102 'The Financial Reporting Stsndard applicable in the UK and Republic of Ireland, and the Charities Act 2011. The fmancidl stsments have IKen prepared Under the histOTical cnst convention. COME All income is recogniseAI in the Statement of nanCIal Activities once chaxiry h&8 entitlement to the fundK it is prd)able that the iThcon will be recetved and the 8mwit can be measured reliably. Voluntary income is ceIVed by way of grants. thnations and gifts and is included All in the St&temeJ)t of Financial Activities whell receivable. Grants are accounted for under the eru81S m(thl. Any deferred element of grants relating to futte periods is included in creditors as income in advance. Ivhere cntitlement is not conditiotwl on ihe delivery of a slfie perforn)Ance by the charity. grants are recognised only when the charity become5 unconditionally entitled to the gt2nL Ikn)ated seryices and facilities are includ¢d at the value to the charity where this can be quantified. The vajue of services provided by volunteers has not been included. LeEacies are included when th¢ charity is adviscd by the person represent&tive of an estate that payment will be made or property transfertrd and the amount involved be quantified. No incoming rescr¢e8 are included in the SOFA net of expenditure. Liabilities are recolsed as exndituTe as s(Km as there is a legal or COJL8trnCtive obligation committing the charity to that expenditure. it is probable thai a trdDsfer of cconomic benefits will E Tequired ?n ttlemellt and the amouTJt of the obligation can k measured reliably. Exprnditure is accounted for on an accruals basis and has en classified under hcadings that aggrcgate a]1 ¢08t related to the category. Ivhere costs cannot be dirertly attributed to particular IadIngS they have been alICated to xtivIti on a basis coThqi%tent with the use of Tesouftxs. Expenditure includes VAT and 15 rewrted as part of the expenditure to which it relates. The accrna]s model is us Charithble expenthttwe comprises those costs incutred by the chaLIty in the delivery of it5 aciiviti(% and services for its beneficiaries. It incluts both costs that can be allocated directly to such activities and costs of an indirect nature necessary to SUPFOrt them. Support costs ate those incutTed directly in supwrt of the thiects of the Chlty. CHARITABI.F. ACTlVtTIF The chlty is a tmblic ierIt entity. Page 19 contanupAI...
AGE WELL NORTH DEVON NOTES TO THE FINANCIAL STATEKIENTS - contlnued FOR THE YEAR ENDED 31 MARCH 2026 ACCOiiNTING POLICIES . coDliDued GOVERNANCE COSTS Governance costs comprise all costs involving thc public accountability of the cljarity and its compliance with regulation ond go prnctice. TANGIBLE FTXRD ASSETS Depreciation is provided at the following arUal rdtes io order to write off each assei over its estimated useful life. OITice equipment 20% on reducing balance TAXATION The chaTity is exempt from eorpordtion laK on its charitsble activities. FtrND ACCOUNTING UnrestriLted fun(Ls ¢an be used in accordance with the chwitable objectives at the discretion of the ttees. Restricted funds can only be used for parttcular restricted purtx)ses within the objects of the charity. Restrictions arise when specified by the donor or when fun(Ls aTr raised for particular restricted purpo.ses. Further explanaiioD of the nature and putpo8e of each fund is included in the notes to the financial statements. PENSION COSTS AND OTHER P.RETIREmE BENEFfTS The chwity 0rateS a defin contribution pension 8cherne. Contributions payable to the chitieS nsion scheme a charged to the Statement of Financioj Athivities in the lod to which they rclate. DONATIONS, LEGACIES AND GRAMS 2()25 Donatioos Gift aid Grants 20,982 (168) 8,856 933 252.1(X) 283 261.889 Page 20 continued...
AGE WELL NORTH DEVON NOTES TO THE FINANCIAL sTATEMEPS- contlnued FOR THE YEAR ENDED 31 MARCH 2026 2026 21J25 Deposit account interest 375 132 DONATED SERVICKS Voluntccrs donated over 24.IKM) hours of service which equates to a 1loDation of £322.800 b&sed on the adult living wage. INCOMFJ{EXPENDuRE) Net incomel(expenditllre) is Stated after chargingl(creditin8): 2026 2025 Tndcpendent ¢xamination fee8 Depreciation - owned assets Deficit on diswsal of fixed &8sets 4.491 2,759 2,221 367 TRUSTEES. REMUNERATION AND BENEFITS There were no rrustees, remuneration or other benefits for the year ended 31 March 2026 Dor for the year ended 31 March 2025. TRUSTEKS, EXPENSLS There w¢re no ttiJstec%' expcnses paid for the year ended 31 March 2026 nor for the ycar ended 31 March 225. STAFF COSTS The average monthly number of employees during th¢ year w&8 as follows: 2026 chitable aLtivities Management and administration io No employees received emoluments ID excess of £&l,(KK). Total emolllments paid during the peri(Kl to those individuals whom the trust8 consi(kr to be key managemeJ]t personnel was £54.108. Page 21 continll...
AGE WELL NORTH DEVON NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2026 COMPARAThVES FOR THE STATEMENT OF FINANCIAL A ThirrIES UnTrstii¢ted Restricted fun(Ls funds Totsl fllTMIs INCOME AND ENDOWMENTS FROM Donations, legdcies grants 184,964 76.925 261.889 Charltable activldes ChoTitable activities 33,596 33.596 Investment income 132 132 Tot41 218.692 76,925 295,617 EXPENDITURE ON Charitable activities Charffitable activities 205,166 76.925 282,1 NET INCOME 13526 13,526 RECONCILIATION OF FtINDS Tothl funds brought forwanl 30.636 30,636 TOTAL FUNDS CARRIED FORWARD 44,162 44.162 Pa8e 22 coniinued...
AGE WELL NORTH DEVON NOTES TO THE FINANCIAL STATEMENTS - contlnued FOR THE YEAR ENDED 31 MARCH 2026 TLNGIBLE FIXED ASSETS Short leasehold equipment Totals cosr At l April 2025 Additions Disposa]s 15046 10,149 15,1146 1&894 8,745 At 31 March 2026 33 25 35 DEPRFCIATION At l Aptil 2025 Chargc for year Eliminated on disp)8al 792 2221 2221 At 31 March 2026 8575 NET BOOK VALUE At 31 March 2026 At 31 Mar¢h 2025 9,054 10. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR 2026 2025 Trade debtors Prepayrnents 2.293 11393 Pag¢ 23
AGE WELL NORTH DEVON NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2026 11. cREDORS. AMOUNTS FALLING DUE IVITKtN ONE YEAR 2026 2025 Trade creditors Soctal security And other tsxes Income in adyance Accrued exnseS 6215 6,166 3,413 39,736 37.757 51.314 12. MOVEMThY tN FUNIIS Net movement in funds Transfers betwee funds At 3113126 At 114125 Unrestricted funds Genetal fund Closure amd Shut Down Fund (5038) so,(KK 50,0 47,705 47,705 TOTAL Fi]NDS Net movement in fvnds. I1[d in the above are as follows: Inwning resources Resources expended Movement in fU[S Unrestricted funds General fund 239,948 (236AOS) 343 Reseted funds GranL¥ 99,279 (99279) TOTAL FU1)s 339 Page 24 CODtinued...
AGE WELL NORTH DEVON NOTES TO THE FINANCIAL STATEMENTS - eontlnued FOR THE YEAR ENDED 31 IIARCH 2026 Comparatives for movement I fiinds Net movement thnds At 3113125 At 114124 Unrestricted funds General fvnd Closure and Shut Down Fund (19,364) 50,IKX) 13526 {5,838) 5n,000 13.526 44,162 TOTAL FUNt)s 30.636 J3.526 44.162 CoTtRparative net movement in funds. included in the above are &8 follows: Incoming Resources r&gources expended Movemeni in funds Unrestrlcted funds Gene fund 218,692 (205,166) 13J26 Restricted hjnds Grants 76.925 (76,925) 295.617 281[)1 13,526 A current year 12 months and prAor year 12 month8 combined position is as follows.. Net Transfers tween funds movement in funds At 3113126 At 114124 Unrestrlcted thnds General fund Ciosure and Shut D(ywn Fund (19,364) 50,(XX) 17.1 47.705 30,636 17.(b9 47.705 TOTAL FUNDS 30,636 Page 25 eontitiued...
AGE WELL NORTH DEVON NOTES TO THE FINANCIAL STATEMENTS- conlinu8d FOR THE YEAR ENDED 31 MARCH 2026 12. A current year 12 TnontlLS and prior year 12 months combined net movement in fLmds, included in the above are a8 follows.. Incoming resources Resources expen(kd Movement in funds Unrestrlcted fid8 GeneTaI fund 458.640 (441.571) I7.[ Restricted fundg Grants 176.204 (176,2041 617 775 TRANSFERS BFfwEEN FUNDS The trustees agreed that there was no specific requiremeni to maintain the £S0,0(KJ unrestricted Closure and Shut Dt)wn fund which could be transfeed into &neral funds. 13. RELATED PARTY DISCLOSI]RFS There were no related paty trdns&ti(ms for the year ended 31 March 2026. Page 26
AGE WELL NORTH DEVON DETAILED STATEMETr OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2026 2026 2025 l)onations legac1 nts Donations Gift aid Grants 20,9A2 {168) 263 111 8.856 933 252,1(Kl 261.889 Jnyestment De811 accnllnt inleyest 375 132 Charltable activities SeTViC¢ charges 33.596 Total inc(MDing rtsourees 339227 295,617 EXPENDITURE Ch8rftable actiTitles Wages Employers Nl Pensions Rths and water In.%urance Light and heal Postage and ststio Marketing Sunthies Activities Hardship fund Repairs Volunteer expenses Staff eXnSeS Community fundraising Room hire Office rent Cleaning and recycling Housekeeping service Depreciation of tangible fixed assets 142,827 s20 105,967 5,(K)I 3.496 1,509 2.850 9.267 6,503 4,128 3.119 2,541 1,718 14,841 3,765 3,079 6017 9,745 5,682 2447 2,151 18584 SWI 034 10.892 4,805 9,829 1218 311 2.759 416 170059 183,940 This pa8e do&8 not fmn part of the stam¢ory FJnaTKial statements Page 27
AGE WELL NORTH DEVON DETAILED STATEMENT OF FINANCIAL ACTivmES FOR THE YEAR ENDED 31 MARCH 2026 2026 2025 Sllprt costs Wag&g Employer8 NJ Pensions Rktes and water Insurance Light and heat Sundries Cleaning and rcycling Repairs to office Offic¢ rent 64.259 4.428 2.693 5J32 2A26 324 1,140 1.652 488 812 84 3117 lJ56 81156 79,292 Finance Bank charge$ lJ94 I,(M)3 Inforniatlon tedmology 15,439 12,780 585 SUbscri10ns 16,687 13.365 GoverllAnce costs Independent examination ftr LDSS on salc of tangiblc fix¢d a18 4,221 4,491 4,491 Totsl resources expended 335 282.(1 Net income 13.526 This page doe8 not forni p8rt of the 8tathtory financial st#temeDts Pagc 28