AGE CONCERN GX PLUS CIO
ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31ST DECEMBER 2023
Charlty Registration Number 1202662

AGE CONCERN GX PLUS CIO
CONTENTS
PAGE
KEY INFORMATION
REPORT OF THE TRUSTEES
REPORT OFTHE INDEPENDENT EXAMINER
ACCOUNTS

AGE CONCERN GX PLUS CIO
KEY INFORMATION
CHARITY NUMBER
1202662
TRUSTEES: (Appolnted 61412023 unless Otherwise stated)
Christine Burges5
Chair
Jill Pocock
Treasurer
Sara Sabine
Secretary
Maura Fagan
Krystyna SimpkiN5
Jennifer Woolveridge
JOY￿ Arnold
Maura Fagan
Karen Dickson
Donna Rooks
Jeffrey Coteman
Barbara Helen O'Farrell
Murray Bruce Stewart
IDeceased
(Resigned 23111120231
(Resigned 23/11120231
IResigned 23111/20231
(Resigned 23111120231
(Resigned 23111120231
IRe5igned 05108120241
IAppointed 23111120231
IAppointed 12108120241
(Appointed 30105/20241
ADDRESS
59 Sycamore Road
Chalfont St Giles
Buckinghamshire, HP8 4LG
PHONE
01494 870611
EMAIL
info
econcern-
Iu5.co.uk
WEBSITE
www.a
econcern-
lus.co.uk
INDEPENDENT EXAMINER Samir Shah FCA, ATII
Ramon Lee Ltd
Chartered Accountants
93 Tabernacle street
London
EC2A 4BA
BANKERS
LIDyds Bank PIC
Flagstone Group Ltd
Penn Road, Hailemere
I, Floor, Clairville House
High WycombÈ, HP15 7LN 26-27 Oxenden Street
London SWIY 4EL
INVESTMENT MANAGERS
st James Place Wealth Management
Administration Centre
PO BoJ( 9034, Chelmsford, CM99 2XA

AGE CONCERN GX PLUS CIO
REPORT OF THE TRUSTEES
FOR THE PERIOD ENDED 31 DECEMBER 2023
The Trustees are pleased to present their report and accounts for the period ended 315t
December 2023.
The accounts have been prepared in accordance with the accounting policies Set out in note
I to the accounts and comply with the charity's constitution, the Charities Act 2011 and
"Accounting and Reporting by Charities.. Statement of Recommended Practice applicable to
charities preparing their accounts in accordance with the Financial Reporting Standard
applicable in the UK and Republic of Ireland IFRS 1021" (effective l January 20191.
Objectives and activities
On 6 April 2023 the activities undertaken by the old charity Age Concern Gerrards Cross the
Chalfonts & District, charity no 205806, were transferred to a newly formed charity Age
Concern GX Plus CIO, regi_4tered Charity Number 1202662. The objects of the new charity
remain as previously, these being to promote the welfare of local older people and ease social
isolation of that group.
These 3ccounts reflect the activity of Age Concern GX Plus CIO up to 31sr December 2023. The
assets of Age Concern Gerrards Cross the Chalfonts & District amounting to £798,453 w@iÈ"
formally transferred and are held by Age Concern GX Plus CIO. The Trustees anticipate that
Age Concern Gerrards Cross the Chalfonts and District will be deregistered in due course.
On the 301hJune 2023 the Trustees agreed a 6-year lease on premises at 8 Market Place,
Chalfont St Peter, with an annual rental of £15k, with a 2 year break clause dated 30, June
2025. The purpose was to increase the profile of the charity in the local community offeting
help and advice to older people.
Investment powers and policv
The Trustees have the power to invest monies not immediately required as they think fit..T.he
f unds have been invested with a view to increasing their value but without excessive risk. The
aim is to ensure the long-term financial future of the charity.
Funds for longer term investment are with St James Wealth Place Management and the value
of this investment is regularly monitored. The Trustees continue to retain other funds on
deposit with Flagstone Group Ltd with interest beaiing deposit accounts with various banks,
protected within the £85,000 Financial Services Compensation Scheme.
Public benefit statement
In shaping our objectives for the year and planning our activities, the trustees have considered
the Charity Commission's guidance on public betbefit, including the gLtidance 'public benef It=
rtjnning a charity IPD21'. The achievements and aCtivit￿e5 above demonstrate the public
benefit arising through the charity's activities.

AGE CONCERN GX PLUS CIO
REPORT OFTHE TRUSTEES (CON'TI
FOR THE PERIOD ENDED 31 DECEMBER 2023
Financial review
The financial result5 for the year are set out in the Statements of Financial Activities. The
charity recorded a net deficit of £43,085 for the period. The financial position at the perlod
end revealed by the Balance Sheet shows net current assets or working capital of £791,127.
Re5eNes Policy & Funds
The Trustees consider it prudent to alway.9 retain £60,000 free reserves which represents
approximately l year's rurbning costs. In addition, a reserve covering the lease to the 'Break
Date, 30th June 2025, amounting to £22,500, a total reserve of £82,500.
There are no future committed funds, and this leaves some £700k of u r)allocated free reserves
to be spent on appropriate and approved projects in the future.
There are no restricted funds at present and 50 all funds held are unrestricted.
Structure* governance and management
Governing document
The organisation is a Charitable Incorporated Organisation ICIOI, established in 2023 and
registered a5 2 charity with the Charity Commission on 6 April 2023 under registration number
1202662. The organisation is governed by a constitution which sets out the object5 and
powers of the charity and governs the actions of the trustees.
Recruitment and appointment of Trustees
The management of the charity is the responsibility of the trustees who are elected under the
terms of the constitution.
Organisation Structure
The activities of the charity are goverrhed by the trustees who meet four times a year with
other meetings arranged as necessary. Day to day management 15 delegated to individual
trustees who report at each trustee meeting. We have approximately 45 volunteers and the
trustees are very gratef ul for thoir sUPPOrt.
Trustee Induction and training
The trustees maintain a good working knowledge of charity governance ond best practice by
regular reading of charity press articles and guidance produced by the Charity Commission
arkd other Government and voluntary organisation advisory websltes. New trustees are given
copies of previous minLTtes and attend an induction session given by an experienced trustee.
Risk Management
The Trustees have assessed the major risks to which the Charity is exposed and are satisfied
that systems are in place to mitigate exposure to them.

AGE CONCERN GX PLUS CIO
REPORT OF THE TRUSTEES ICON'TI
FOR THE PERIOD ENDED 310ECEMBER 2023
We will continue with our long standing 8nd successful activities including chiropody, an Ear
Wax removal clinic, chair Yoga and exercise cl35ses,' these are run by qualified and insured
personnel. We also offered sub5idised lunches in local pubs and organised an Annual Tea
Party with entertainment.
Statement of Trustees, responsibilitre5
The trustees are respon55ble for preparing the Trustees, Report and the financial 5t3tements
in accordance with applicable law and United Kingdom Accounting Standards (United
Kin8dom Generally Accepted Accounting P¥acticel.
The law applicable to charities in Eng12nd 2nd Wales require5 the trustees to prepare accounts
for each financial year which give a true and fair wiew of the state ol affairs of thp charity and
of the incoming re50urce5 and application of resources of the charity for that ye3r.
In preparing these accounts, the trustees are required 10:
select suitable 3CCOUntit)g policies and then apply them consistently,-
observe the methods and principles in the Charities SORP,.
make judgements and estimates that are reasonable and pruLfent'
State whether applicable accounting standards have been followed, subject to 6nv
material departures disc105ed and explained in the financial statements- and
prepare the accounts on the going concern basis unless it Is inappropriale lo presume
that the chariry will continuè in operation.
ThÈ trusrees are responsible lor keeping sufficient accounting records that disclose with
reasonable accuracy at any time the financial p051tion of the charity and enable them to
ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts
and Report51 Regulations 2008 and the provisions ol the charitV'5 con51itulion. They are a150
responsible for salegu3rding Ihe assets ol the chariiy and hence for taking Yea50nable steps
for the prevention and deteclion of fraud and other irregularities.
The trustees are responsible for the maintenance and integ¥ity of the charity and the financial
information included on the charity'5 websitE in aicordance with legislation i n the Uniièd
Kin8dom governing rhe preparation and dissemination ol accounts.
The Trustee5' report was approvecl ar*d signed on it5 behalf by..
Christine Burgess
Chair of the Yrustee5
Date.. 26 September 2024

AGE CONCERN GX PLUS CIO
INDEPENDENT EXAMINER'S REPORTTO THE TRUSTEES OF AGE CONCERN GX PLUS CIO
I report to the charity trustees on my examination of tho accounts of the charity for the period ended 31
December 2023.
This report 15 made solely to the charity's tiustee5. as a body. in accordance with the Chafltie5 Act 2011.
My work has been undertaken SD th2t I might state to the charity's trustees those matters l atn required to
State to them in an independent examiner'5 report and for no other purpose. To the fullest extent
pem)itted by law. I do not accept or assume Tespon5ibility to anyone otheT than the charity and the charity's
trustees as a body, for my Independent Examination. for this report, or for the opinion51 have formed.
Responsibilitses and basis Df report
As the charity's trustees you are responsible for the preparation of the accounts in accordance with the
requirements of the Charltles Act 20111.the Act'l.
I report in respect of my examination of ihe charity's accounts carried out under section 145 of the 2011
Act. In carrying out my exèmlnation, I have followed all the applicable Direttion5 given by the Charity
Commission under sertion 14515llbl of the 2Qlll Act.
Independent ÈxaminePs statement
I have completed tny examination. I confirm th3t no materlal mattprs have come to my attention in
connectÉon with tho examination giving me cause to believe that in any material respect..
accountirig records were not kept in respect of the charity 2s required by section 130 of the 2011 Act,.
or
the accounts do not accord with those records,. or
the accounts do not comply with the applicable r2qutrement5 concerning the form and content of
accounts set out in the Charities (Account5 and Reports) Re£ulatiOR5 2008 otherihan any requirement
that the 3ccounts give 3.true and fair view, which is not a matter considefed as parl ol an independent
examination.
I have nts concerns and have tome acr05S no other matters in connection with the examination to which
attention should be drawn in this report in order to enable a proper understanding of the accounts to be
reached.
Samir Shah FCA, ATII
Ramon Lee Ltd
Chartered Atcountants
93 Tabernacle Street
London
EC2A 4BA
Date.. 26 September 2024

AGE CONCERN GX PLUS CIO
STATEMENT OF FINANCIALACTIVITIES {INCLUDING INCOME & EXPENDITURE ACCOUNT}
FOR THE PERIOD 6 APRIL 2023 TO 31 DECEMBER 2023
Period to
December 2023
Note
Income
Donations
Charitable Activities
Interest
2,390
17,117
4,300
Total Income
23,807
Expenditure
Charitable Expenditure
66,892
Total expenditure
66,892
Surplu51{Deficitl for the perlod
143,0851
Net gains/llos5esl on investments
35,759
Net movement in funds
17,326)
Transfer from old charity
798,453
Reconciliation of funds..
Total funds, brought forward
Total funds, carried forward
791,127
The Statement of financial activities includes all gains and losses recognised in the period.
All income and expenditure derive from continuing activities.

AGE CONCERN GX PLUS CIO
ST
BALANCE SHEET AT 31 DECEMBER 2023
Note
2023
Investments
St James Place Wealth Managetnent
Flagstone Group Itd
627,813
146,943
Current assets
Cash at bank and in hand
Debtors and prepayments
6,326
18,245
Current Liabilities
Creditors
18,2001
Net assets
791,127
Reserves brought forward
Transfer frotr> old charity
798,453
Net movement funds
13
17,3261
Balance at 315t Deeember 2023
791,127
The accounts were approved by the Trustees on.. 26 Septembei 2024
Christine Burgess
Chasr of Trustees
Jeffrey Coteman
Trustee

AGE CONCERN GX PLUS CIO
NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIO ENDED 31 DECEMBER 2023
Note l- Accounting Policies
Accounting convention
The accounts have been prepared in accordance with the charity's governing document, the
Charities Act 2011, FRS 102 'The Financial Reporting Standard applicable in the UK and
Republic of Ireland" I'FRS 102.1 and the Charities SORP "Accounting and Reporting by
Charities.. Stalement of Recommended Practice applicable to charities preparing their
accounts in accordance with the Financial Reporting Standard applicable in the UK and
Republic of Ireland IFRS 1021 leffective l January 20191. The charity is a Public Benef it Entity
as defirhed by FRS 102.
The charity has taken advantage of the provisions in the 50RP for charities not to prepare a
Statement of Cash Flows.
The accounts have departed from the Charities (Accounts and Reports) Regulations 2008 only
to the extent required to provide a true and fair view. This departure ha5 involved following
the Statement of Recommended Practice for charities applying FRS 102 rather than the
version of the Statement of Recommended Practice which is referred to in the Regulations
but which has since been withdrawn.
The accounts are prepared in sterling, which is the functional currency of the charitv.
Monetary amounts in these accounts are rounded to the nearest £.
The 2ccounts have been prepared on a going concern basis under the historical cost
convention with items recognised at cost or transaction value unless otherwise stated in the
relevant notel51 to these actounts.
Income Recognition
All incoming resources are included in the Statement of Financial Activities1SOFA} when the
charity is legally entitled to the income after any performance conditions have been met, the
amount can be measured roliably, and it is probable that the income will be received.
Expenditure Recognition
All expenditure is accounted for on an accruals basis 2nd has beÈn classified under headings
that aggregate all costs related to the category. Expenditure is recognised where there is a
legal or constructive obligation to make payments to third partie5, It Is probable that the
settlement will be required, and the amount of the obligation can be measured reliably.
Fixed Assets Investments
Investments comprise a55ets held to generate future irkcome. All investment assets are shown
on the balance sheet at market value at the balance Sheet date. The market value has been
determlned by the Investment Manager. Unrealised gains or losses arising on the revaluation
of investment a55ets are included in the Statement of FiTrancial Activities.
io

AGE CONCERN GX PLUS CIO
NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIO ENDED 31 DECEMBER 2023
Fund5
Unrestricted Funds
These represent the remaining income fund5 of the charity that are available for spending on
the general purposes of the charity.
Debtors
Trade and other debtors are recognised at the settlement amount after any trade discount
offered. Prepayments are valued at the amount repaid net of any trade discount5 due.
Cash at bank and Sn hand
Cash at bank and in hand includes cash and short-term cash deposits.
Creditors and provislons
Creditors and provisions are recognised where the Charity has a present obligation resultine
from a past event thclt will probdbly result in thÈ transfer of funds to a third party and the
amount due to settle the obligation can be measured or estimated reliably. Creditors and
provisions are normally recognised at their settlement amount after allowing for any trade
discounts due.
Judgement and key sources of estimation uncertainty
In the application of the Charity's accounting policies, the Charity is required to make
jLJdgments, estimates and assumptions about the carrying amount of assets and liabilities that
are not readily apparent from other sources. The e5timate5 and associated assumptions are
based on historical experience and other factors that are considered to be relevant. Actual
result5 may differ from these estimates.
The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to
accounting cstimate5 are recognised in the period in which the estimato is revised where the
revision affects only that period, or in the period of the revision and future periods where the
revision affects both current and future periods.
Note 2- Donations
During the period the charity benefitted from donations totalling £2,390.
li

AGE CONCERN GX PLUS CIO
NOTE5 TO THE FINANCIAL STATEMENTS FOR THE PERIO ENDED 31 DECEMBER 2023
Note 3 Income from charitable activitie5
2023
Contribution from Chiropody
17,117
17,117
Note 4 Expenditu￿ on charitable activities
2023
Venue costs
Chiropody
Lunches/Meals
Other Events
6,675
19,213
1,264
3,227
Support costs (note 51
36,513
66,892
Note 5 Support C05t5
2023
Payroll Costs
Premises Rent & Rates
Utility costs
Insurance
Legal & Professional
Administration and miscellaneous Costs
Finance charges
11,034
8,095
967
554
5,718
7,123
322
Governance costs..
Examiner'5 remuneration
2,700
36,513
All support costs are allocated to expenditure on charitable activitie5 as
the vast majority Df time and effort of the charity is focussed here.
12

AGE CONCERN GX PLUS CIO
NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIO ENDED 31 DECEMBER 2023
Note 6- Investments
St Jame5
Place Wealth
Management
Flagstones
Total
Cost or valuation
At 6th April 2023
Transfer from old charity
Transfers
Valuation changes
Finance costs
607,054
115,0001
35,759
147,172
754,226
15,0001
35,759
12291
12291
Carrying amount
At 31, December 2023
627,813
146,943
774,756
Fund5 invested with 5t James Place Wealth Management are Shown in the Balance Sheet at
the encashment value at 31st December 2023.
All of the above investments are allocated as follows..
(£1
14,268
261,600
144,418
207,527
UK Equities
Overseas Equities
Non-equity
Cash held within the investment portfolio
Total
627,813
13

AGE CONCERN GX PLUS CIO
NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIOD ENDED 31 DECEMBER 2023
Note 7- Transfer from old charity
{£)
Net value of the assets transferred from the old charity 'Age Concern
Gerrards Cross the Chalfonts and District,
798.453
Total
798,453
On 6 April 2023 the activities undertaken by the old charity Age Concern Gerrards Cross the
Chalfonts & District, charity no 20S806, were transferred to a r.ewly formed charity Age
Concern GX Plus CIO, registered Charity Number 1202662. The assets of Age Concern
Gerrards Cross the Chalfonts & District amounting to E798,453 were formally transferred and
are held by Age Concern GX Plus CIO. The Trustees anticipate that Age Concern Gerrards Cross
the Chalfonts and District will be deregistered in due course.
Note 8- Debtors and Prepayments
2023
Rent Deposit/Prepayment
Insurance Prepayment
Accrued Interest
Sundry Debtors
7,625
1,592
6,267
2,761
Total Debtors
18,245
Note 9- Creditor5
2023
Independent Examiner's Fees
other Creditors
2,700
5,500
Total Creditor5
8,200
14

AGE CONCERN GX PLUS CIO
NOTESTO THE FINANCIAL STATEMENTS FOR THE PERIOD ENDED 31 DECEMBER 2023
Note 10- Trustees
None of the trustee5 received any remuneration during the period. Four trustee5 received
reimbursement of expenses £4,936 during the period.
Note 11- Employees
Two staff were employed during the period.
Note 12 - Related Party Transaction5
There were no related party transactions during the period.
Note 13- Movement in Funds
At
06.04.23
Transfer
from old
charity
Net
Movement
In funds
Transfer
Between
Funds
At
31.12.23
Unrestricted funds
798,453
17,3261
791,127
TOTAL FUNDS
798,453
17,326)
791,127
15