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2025-06-30-accounts

Charity registration number: 251915

AGE CONCERN (COWPLAIN) (OPW) COMMITTEE TRUSTEES' REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2025

Age Concern (Cowplain) (OPW) Committee Contents

Page
Trustees' Report 1—3
Independent Examiner's Report 4
Statement of Financial Activities 5
Statement of Financial Position 6
Notes to the Financial Statements 7—11

Age Concern (Cowplain) (OPW) Committee Trustees' Report For The Year Ended 30 June 2025

The trustees present their report and the financial statements for the year ended 30 June 2025.

Objectives and Activities

Aims and Objectives

The purpose of the charity as set out in its governing document, to promote the welfare of the aged in any manor which now or hereafter may deemed by law to be charitable within the Cowplain Ward and immediate vicinity.

The main activities undertaken in relation to those purposes with principal objective of providing services and facilities for the well being or the elderly in our catchment area; comprising a lunch club (three days), keep fit, genealogy, ceramic painting, befriending service for the vulnerable elderly living in the cowplain ward and its surrounds.

Achievements and Performance

Main Achievements

The Centre has had yet another busy year and the demand on the lunch club continues to increase with the number of meals reaching up to forty-two or more per day and a waiting list of clients who wish to join the lunch club. The demand has continued to grow with so many of our lunch clients being affected by the change in the winter fuel allowance and the continuing increase in energy and food costs. We have found that many of our lunch members are arriving even earlier in the mornings and more of them staying and joining to the social afternoons, therefore spending more of their days at the centre.

So far, we have managed to keep the price of the lunch club meals at a very reasonable price which has not been increased for a couple of years, but we will have to continue to monitor costs of food prices as they are continuing to rise week on week.

The decoration of our Main Hall which holds the lunch club and other activities was redecorated over the Christmas period which has made it into a nicer and welcoming area for our lunch members and hall hirers who help to bring in income. With all the work that has been done over the last two years the centre is a bright and inviting place.

Our Centre Manager Julie Turner has now been in post nearly a year and has continued the excellent work of our previous manager making improvements and continuing to look at ways of bringing in hall hirers to help fund the Centre. As Chairperson it has been a pleasure to collaborate with her and see her enthusiasm. As we no longer have a part-time assistant, I am presently covering the manager’s role when she is on leave, this obviously helps to keep the costs down. If we continue to develop more services at the Centre, then the committee and trustees may consider reinstating the part-time assistant post.

As mentioned in last year’s report we continue to look at ways of attracting more volunteers to the Centre; we have been fortunate in increasing the numbers, but my concern is getting suitable volunteers for the catering and befriending services.

Alongside our popular lunch club and social afternoons, we continue to have around twenty diverse groups hiring the rooms on a weekly and monthly basis; these are made up of different charities and activities. The Podiatry Service holds four clinics a week at the centre and continues to treat approximately fifty patients per week. Our Vice Chair continues to provide a free service assisting people who need help filling in Attendance Allowance forms. As there is an increase in requests for this service it has been agreed that the chairperson will also assist to help with the demand. The centre is continuing to be extremely popular with the elderly community both local and surrounding areas as well as many of our hall hirers.

Financially the Charity continues to be in a stable position as you will see from the Treasurer’s report. Sadly, earlier in the year our Treasurer had to step down from his role due to health problems, but we have been lucky in finding a new Treasurer who has taken over and continued the excellent work of our previous treasurer.

As I mentioned in the first paragraph of this report the Trustees and Executive Committee members will continue to monitor the finances to ensure that the charity remains in a financially stable position so that we can continue to maintain our building and provide much needed services for all the users of the Centre.

To end my report, I would like to say a big thank you for the dedication of our manager and all the volunteers who continue to make the Centre a welcoming and caring place for all users of the Centre.

Structure, Governance and Management

Governing Document

The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.

Model constitution adopted 26 June 1957 as amended 12 August 1980, 5 October 2000 & 20 October 2005. New trustees are recruited by the current committee from the community of Cowplain and surrounding areas.

Page 1

Age Concern (Cowplain) (OPW) Committee Trustees' Report (continued) For The Year Ended 30 June 2025

Reference and Administrative Details

Trustees

Mrs Sandy Sanger - Chair Mr David Allport - Trustee (resigned 12/09/2025) Mr Haydn Davies (resigned 30/09/2024) Mrs Yvonne Bough (appointed 11/09/2025)

Charity Number

251915

Principal Address

Borrow Day Centre London Road Cowplain Hampshire PO8 8DB

Independent Examiner

Katie Wood FCA FCCA Johnston Wood Roach Ltd 24 Picton House Hussar Court Waterlooville Hampshire PO7 7SQ

Page 2

Age Concern (Cowplain) (OPW) Committee Trustees' Report (continued) For The Year Ended 30 June 2025

The trustees' report was approved by the board of trustees and signed on its behalf by:

Mrs Sandy Sanger Trustee 03 Oct 2025 Date

Page 3

Age Concern (Cowplain) (OPW) Committee Independent Examiner's Report to the Trustees of Age Concern (Cowplain) (OPW) Committee For The Year Ended 30 June 2025

I report to the trustees on my examination of the accounts of Age Concern (Cowplain) (OPW) Committee (the Trust) for the year ended 30 June 2025.

Responsibilities and Basis of Report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent Examiner's Statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and contents of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examination.

I have no concerns and have come across 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.

Katie Wood FCA FCCA 03 Oct 2025 Date 24 Picton House Hussar Court Waterlooville Hampshire PO7 7SQ

Page 4

Age Concern (Cowplain) (OPW) Committee Statement of Financial Activities For The Year Ended 30 June 2025

Notes
INCOME AND ENDOWMENTS FROM:
Donations and legacies
3
Charitable activities:
General
Other trading activities
4
Investments
5
EXPENDITURE ON:
Raising funds
7
Charitable activities:
7
General
NET INCOME/(EXPENDITURE)
NET MOVEMENT IN FUNDS
RECONCILIATION OF FUNDS:
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
14
2025
Unrestricted
funds
£
14,129
26,702
37,280
962
2024
Unrestricted
funds
£
11,604
25,062
34,164
1,043
79,073 71,873
(20,980)
(53,745)
(19,810)
(56,816)
(74,725) (76,626)
4,348 (4,753)
4,348
404,422
(4,753)
409,175
408,770 404,422

The notes on pages 7 to 11 form part of these financial statements.

Page 5

Age Concern (Cowplain) (OPW) Committee Statement of Financial Position As At 30 June 2025

Notes
FIXED ASSETS
Tangible Assets
12
CURRENT ASSETS
Cash at bank and in hand
Creditors: Amounts Falling Due Within One Year
13
NET CURRENT ASSETS (LIABILITIES)
TOTAL ASSETS LESS CURRENT LIABILITIES
NET ASSETS
FUNDS OF THE CHARITY
Unrestricted Funds
TOTAL FUNDS
14
On behalf of the board
Mrs Sandy Sanger
Trustee
Date
03 Oct 2025
2025
Unrestricted
funds
£
299,324
2024
Total funds
£
296,234
299,324
113,386
296,234
109,196
113,386
(3,940)
109,196
(1,008 )
109,446 108,188
408,770 404,422
408,770 404,422
408,770 404,422
408,770 404,422

The notes on pages 7 to 11 form part of these financial statements.

Page 6

Age Concern (Cowplain) (OPW) Committee Notes to the Financial Statements For The Year Ended 30 June 2025

1. General Information

Age Concern (Cowplain) (OPW) Committee is an unincorporated charity registered with the Charity Commission, registered charity number 251915. The principal address is Borrow Day Centre, London Road, Cowplain, Hampshire, PO8 8DB.

2. Accounting Policies

2.1. Basis of Preparation of Financial Statements

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) "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 (FRS 102) (effective 1 January 2019)", Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Charities Act 2011.

2.2. Incoming Resources

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Income with related expenditure

Where income has related expenditure the income and related expenditure is reported gross in the SoFA.

Donations and legacies

Voluntary income received by way of grants, donations and gifts is included in the the SoFA when receivable and only when the Charity has unconditional entitlement to the income.

Tax reclaims on donations and gifts

Income from tax reclaims is included in the SoFA at the same time as the gift/donation to which it relates.

Donated services and facilities

These are only included in income (with an equivalent amount in expenditure) where the benefit to the Charity is reasonably quantifiable, measurable and material.

Volunteer help

The value of any volunteer help received is not included in the accounts.

Investment income

This is included in the accounts when receivable.

Gains/(losses) on revaluation of fixed assets

This includes any gain or loss resulting from revaluing investments to market value at the end of the year.

Gains/(losses) on investment assets

This includes any gain or loss on the sale of investments.

2.3. Resources Expended

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Expenditure on raising funds

These comprise the costs associated with attracting voluntary income, fundraising trading costs and investment management costs.

Expenditure on charitable activities

These comprise the costs incurred by the Charity in the delivery of its activities and services in the furtherance of its objects, including the making of grants and governance costs.

Grants payable

All grant expenditure is accounted for on an actual paid basis plus an accrual for grants that have been approved by the trustees at the end of the year but not yet paid.

Governance costs

These include those costs associated with meeting the constitutional and statutory requirements of the Charity, including any audit/independent examination fees, costs linked to the strategic management of the Charity, together with a share of other administration costs.

Other expenditure

These are support costs not allocated to a particular activity.

Page 7

Age Concern (Cowplain) (OPW) Committee Notes to the Financial Statements (continued) For The Year Ended 30 June 2025

2.4. Tangible Fixed Assets and Depreciation

Tangible fixed assets are measured at cost less accumulated depreciation and any accumulated impairment losses. Depreciation is provided at rates calculated to write off the cost of the fixed assets, less their estimated residual value, over their expected useful lives on the following bases:

Freehold not provided Plant & Machinery 20% on cost

2.5. Taxation

The charity is exempt from tax as all its income is charitable and applied for charitable purposes.

2.6. Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

3. Income from Donations and Legacies

Donations and gifts
Member subscriptions and sponsorships
.
Income from Other Trading Activities
Fundraising events
Lunch club
.
Investment Income
Bank interest receivable
.
Net Income/(Expenditure)
he net income/(expenditure) is stated after charging/(crediting):
Depreciation of tangible fixed assets - owned
2025
Unrestricted
funds
£
8,100
6,029
2024
Unrestricted
funds
£
5,885
5,719
14,129 11,604
2025
Unrestricted
funds
£
2,950
34,330
2024
Unrestricted
funds
£
1,206
32,958
37,280 34,164
2025
Unrestricted
funds
£
962
2024
Unrestricted
funds
£
1,043
2025
£
1,030
2024
£
206

4. Income from Other Trading Activities

5. Investment Income

6. Net Income/(Expenditure)

The net income/(expenditure) is stated after charging/(crediting):

Depreciation of tangible fixed assets - owned

Page 8

Age Concern (Cowplain) (OPW) Committee Notes to the Financial Statements (continued) For The Year Ended 30 June 2025

7. Analysis of Expenditure

Raising funds
General
Raising funds
General
8.
Support Costs
General administration
General administration
9.
Independent Examiner's Remuneration
Independent examination of the financial statements
10.
Staff Costs
Staff costs were as follows:
Wages and salaries
Activities
undertaken
directly
£
20,980
51,761
Activities
undertaken
directly
£
20,980
51,761
Support costs
(see note 8 )
£
-
1,984
2025
Total
£
20,980
53,745
72,741 1,984 74,725
Activities
undertaken
directly
£
19,810
54,321
Support costs
(see note 8 )
£
-
2,495
2024
Total
£
19,810
56,816
74,131 2,495 76,626
2025
£
1,056
2025
£
31,933
2025
General
£
1,984
2024
General
£
2,495
2024
£
1,008
2024
£
36,511

No employees received employee benefits (excluding employer pension costs) for the reporting period of more than £60,000.

  1. Average Number of Employees

Average number of employees during the year was: 1 (2024: 1)

Page 9

Age Concern (Cowplain) (OPW) Committee Notes to the Financial Statements (continued) For The Year Ended 30 June 2025

12. Tangible Assets

Cost
As at 1 July 2024
Additions
As at 30 June 2025
Depreciation
As at 1 July 2024
Provided during the period
As at 30 June 2025
Net Book Value
As at 30 June 2025
As at 1 July 2024
3.
Creditors: Amounts Falling Due Within One Year
Accruals and deferred income
4.
Movement in Funds
Unrestricted funds
General:
General unrestricted fund
Total funds
Unrestricted funds
General:
General unrestricted fund
Total funds
As at 1 July
2024
£
404,422
Land &
Property
Freehold
£
295,804
-

Plant &
Machinery
£
32,697
4,120
Total
£
328,501
4,120
295,804 36,817 332,621
-
-

32,267
1,030
32,267
1,030
- 33,297 33,297
295,804 3,520 299,324
295,804 430 296,234
Income
£
79,073
2025
£
3,940
Expenditure
£
(74,725)
2024
£
1,008
As at 30 June
2025
£
408,770
404,422 79,073 (74,725) 408,770
As at 1 July
2023
£
409,175
Income
£
71,873
Expenditure
£
(76,626)
As at 30 June
2024
£
404,422
409,175 71,873 (76,626) 404,422

13. Creditors: Amounts Falling Due Within One Year

  1. Movement in Funds

15. Transactions with Trustees

None of the trustees received any remuneration or any other benefits from an employment with the charity or a related entity during the current or previous year.

No trustee expenses have been incurred.

Page 10

Age Concern (Cowplain) (OPW) Committee Notes to the Financial Statements (continued) For The Year Ended 30 June 2025

16. Related Party Disclosures

There have been no related party transactions in the reporting period, or the prior period that require disclosure.

Page 11

Issuer

Issuer Johnston Wood Roach Limited Document generated Fri, 3rd Oct 2025 11:32:19 BST Document fingerprint 26762232edfb3a511099474c982660b9

Parties involved with this document

Document processed

Party + Fingerprint

Fri, 3rd Oct 2025 12:44:33 BST Fri, 3rd Oct 2025 13:35:29 BST

Mrs Sandy Sanger - Signer (5164f464136d0c50781caf61cce7df00) Kate Wood - Signer (3a3ca407f625cd123903903455a6660d)

Audit history log

Date

Action

Fri, 3rd Oct 2025 11:32:19 BST Envelope generated with fingerprint 36ed4c0face42222d76639a0cc42f84c (35.176.231.177) Fri, 3rd Oct 2025 11:32:19 BST Document generated with fingerprint 26762232edfb3a511099474c982660b9. (35.176.231.177) Fri, 3rd Oct 2025 11:32:19 BST Mrs Sandy Sanger has been assigned to this envelope. (35.176.231.177) Fri, 3rd Oct 2025 11:32:19 BST Kate Wood has been assigned to this envelope. (35.176.231.177) Fri, 3rd Oct 2025 11:32:34 BST Envelope generated Fri, 3rd Oct 2025 11:32:34 BST Sent the envelope to Mrs Sandy Sanger for signing Fri, 3rd Oct 2025 11:32:34 BST Document emailed to party email Fri, 3rd Oct 2025 12:34:23 BST Mrs Sandy Sanger viewed the envelope (80.7.82.72) Fri, 3rd Oct 2025 12:44:33 BST Mrs Sandy Sanger signed the envelope (80.7.82.72) Fri, 3rd Oct 2025 12:44:33 BST Sent the envelope to Kate Wood for signing (80.7.82.72) Fri, 3rd Oct 2025 12:44:34 BST Document emailed to party email Fri, 3rd Oct 2025 13:07:24 BST Kate Wood viewed the envelope (51.141.228.252) Fri, 3rd Oct 2025 13:35:29 BST Kate Wood signed the envelope (51.141.228.252) Fri, 3rd Oct 2025 13:35:29 BST This envelope has been signed by all parties (51.141.228.252)