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 Exall￿ner'S Report
14 to 15
Statement of FI￿ne1a1 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 (ap￿Intrd 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 pr￿ent their rel￿ with the fiDADcial statements of ￿ ch￿lty f(ff the year end￿ 31 March
2026. The trustees have adopted the provisions of Accounting and ReE￿Ing 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￿]nt￿bIe 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 sp￿ad 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 I￿k¢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 I￿ger 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 cU￿entlY 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 I￿reased 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 B￿kIng Softw9￿ has been furthcr developed tr) ￿1P us to WOTk more
efficiently SLnd minimise additionai admin tssk%.
These investh)enL% ill iDfrastructure have been cI￿llengIng to fund but sI￿￿fiCan￿Y 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 larg￿t county in England, 2,590 square miles, 1.25 million residents. One of the miyst
sparsely populated collnties, with few large settle￿￿nts 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 Se￿iCe developmenL
Our client profile in the rewrt1￿g ￿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 he￿illg.
A Community Transport Clien( Survey was undertaken with our community trans[￿ partners acTOSS
Northern Devon in A￿71 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 r￿rn (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[VIT￿8
> 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 re￿rt the following service beneflts:
93% acc&ss M￿lea1 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 a￿1 getvice p￿th￿lty.
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 dIspro￿rti0nateIY 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 t￿Y could not manage
without it,
Referrats
Service refeTrdls come from $th￿10ry sourc&4 including GPS. Social Pres￿]bers, s￿la1 Workers, the North
Devon Hn.%pital Discharge Team. Community Mental Health Team, PhysiotherdPi%ts, Dementia
Nu￿e￿AdvISors 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[t￿keting 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 refe￿nCeS, enhanced DBS check) and attend training
(compul.si>ry induthion training which Includ￿ vulnerable adult safeguarding. lone working, confidentiality,
boundarie& emergency proCeth￿es). 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 aW￿en￿$s and thrnestic abuse Awaren￿$.
Popular volunteer events hTe quarterly. OpI￿U01tieS 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 NOVem￿r 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
Ma￿h 2026 8eThice mllnbers and achievernent8 were as follows:
> North Devon Help Desk- a fre¢ inf(Kmation. xignrK)sting and support setvice covering t￿1￿8 such as home
support, healthca￿ and s(￿la1 carc, legal. debL energy. benefits and support services; 3.900 callslcontacts
were received and p￿￿eSSed 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 TrdllSF￿rt - 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-fte￿ed break. Visits usually l&$t 2-3 hours during which time ￿>ple enjoy
a cup of tea and a eha( I￿k 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 re￿rtIng ￿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 c￿ltOn ho￿1 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[￿l￿g period.
Over 5,2(K) tKople were SUP￿rted 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 ￿ev￿ouS year). With the growoh in volunteer num1￿, and hours of donated time. we are able
to Illcre￿ our service prO￿810n 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 in￿me>.
GTant funding is particularly challenging. grant aw8nls are srnxller and harder to achieve post Covid
l(Kal oP[￿rtI]n1￿eS for funding from $thwtory and private sources greatly reduce4L ID addition, the rise of At
appltcationg is adding to grAnt processing and reswnse limes with many funders saying they are now
'swamped' with applications al￿ several long-time thrxlers paying out their funding and clOsi￿g down,
or narrowing their (￿u5 to supp)rt fewer causes. sM￿ller geogra1￿1¢ areas or reducing chaJity size eligibility
crileria. this has greatly impacted on Age Well.
Work M￿st cOntin￿e in 2ff26127 tts improve t￿ Charity'5 Sustainabiltty thr(x)gh charitable setviee charges,
donations. legAcies. community A￿draising And thTouEh incre&4ed statiitory supporL
Our main grant funder in 2025126 was The Nationaj Lottery, Age Well knefitted from 3 Nationoj IA)ttery
granig in the pui(ML a Reaching Communities Grant for core costs. an Awards for All Grant for core COSLS
and a PartnerAhip Grant for the Community Trdnswrt Service. Age Well led a partnership of 7 c.ommunity
Transport providers across Northern Devon (Age Well, Brdunton Volunte£rs, Ilfracombe Town Council,
Sollth Molton and District Volunteer Bureaw Tc)rridge Volunteer Car8 and Holsworthy Rural Community
Transtwt) and comtnunity transport support ijrganisalion Devon Acc&i$ 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 NOveM￿r
2n25 and will Supp￿ the Community Trallsport Servi¢¢ until November 2030, covering ar￿nd of
service costs. The remaining 40& mu$t be funded by charitsble service chor£es. (knnations, community
fundraising and further grant and tsust xpplicatioDS.
Other grdnt funders In 2025126 included the PostC(K]e Lottery. the LHC Communiry Benefit Fun
FullahriK)k CIC. Charles Hayward. The Clare Milne Trus( the Nornian Family Tnlst, the Souter Trust, Sport
England, the si￿5 Foundation for the Disabled. Dr and Mrs Alfred Darlington Ch￿7[able Trust. the
Alexander De Brye TWSL the An￿ry Trust, the E]mgrant Trn.8t, Horne Instead, Tesco Bags of Help and
TDK-tdmbda. 114 grant applications were written to genernte the income needed to fund Charity
expenditure in the period. Grant funding is extremely cha]lengitig and without The National tA)ttery
Reaching Communiti&s Grant and Awards for All Grant (which ended in 2￿) fullding the 21)26127
financial year As going to be difficulL
We att aware that the ChaTity name, Age Concern, lead8 some fi]nder$ to believe that we are part of Age
UK. or a larger Age Concern Network: this is not the case. We are exPl￿1￿g 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 approxiMa￿lY 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 Ch￿lty 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 defu￿5
it as a ch￿itable 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 ￿p￿l￿t￿ent of new
A WND is governed by a Board of Tn]stees which currently compEises a Chair ond 6 truste&8. The Chair is
ap￿llnted 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 I￿killg for
individuals with busine6's, hea1th1sc￿Ial 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 SU￿rvIsion 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 r￿UrceS 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-t￿dAY 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 D￿umert( wTrlicies and pThKedures. includin8
onflict of inter&st, and other guidance. The pack contains a ￿Stre job description and a copy of the Charity
COM￿lSsion Guidance Le4fiet _ The Egsellti￿ Trustee". what you need to know,. New tn￿tee8 meet with the
Chair 8nd CEO (o discuss..
> their role and responsibilities
> key dr￿ments 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 re4llit￿g 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 rel￿S 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
af￿r 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 s￿C]fiC issu&8
if needed. A provision 18 made in the budgEt for additional HR and legal suP￿rt 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 Su￿rYiSed 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 re￿rted. 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 V￿￿1¢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 reS￿￿8]ble for the ptEpaTatiDn of the accounts in xcordance with the
requirements of the C￿ltieS 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
Inde￿ndent 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
3￿43
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
Unr￿tricted 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 prep￿ed 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 i￿llerat entity under FRS 102, have been
prepared in accordance with the Charities SORP (FRS 102) 'Aecounting and Reryjrting by Chartties..
Statement of ReCom￿nded 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 sts*ments
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 futt￿e
periods is included in creditors as income in advance. Ivhere cntitlement is not conditiotwl on ihe
delivery of a s￿lfie 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 resc￿r¢e8 are included in the SOFA net of expenditure.
Liabilities are reco￿lsed as ex￿ndituTe 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 I￿adIngS they have been
alIC￿ated 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 Ch￿lty.
CHARITABI.F. ACTlVtTIF
The ch￿lty is a tmblic i￿erIt 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 ar￿Ual 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
t￿￿tees.
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 0￿rateS a defin￿ contribution pension 8cherne. Contributions payable to the ch￿itieS
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 sTATEMEP￿S- 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{EXPEND￿uRE)
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 2￿25.
STAFF COSTS
The average monthly number of employees during th¢ year w&8 as follows:
2026
ch￿itable 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 trust￿8 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. cRED￿ORS. AMOUNTS FALLING DUE IVITKtN ONE YEAR
2026
2025
Trade creditors
Soctal security And other tsxes
Income in adyance
Accrued ex￿nseS
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. I￿1[￿d in the above are as follows:
Inwning
resources
Resources
expended
Movement
in fU[￿S
Unrestricted funds
General fund
239,948 (236AOS)
3￿43
Res￿eted funds
GranL¥
99,279
(99279)
TOTAL FU￿1)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 fi￿d8
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 transfe￿ed 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
De￿811 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 eX￿nSeS
Community fundraising
Room hire
Office rent
Cleaning and recycling
Housekeeping service
Depreciation of tangible fixed assets
142,827
s￿20
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
Sllp￿rt 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
SUbscri￿10ns
16,687
13.365
GoverllAnce costs
Independent examination ftr
LDSS on salc of tangiblc fix¢d a￿18
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