Trustees, annual report for the period CHARITY (OMMISSION FOR ENGLAND AND WALES Pèriod ¥tsrt ¢te PerK#J d Charity n Sutton Old Peoples Welfare Commsttee Chwity No rrf any} Objectives and Activities SORP reference Summary ofthe purFQ5es ofthe tharity as set out in Its govemlng document Para 1.17 0 5UPPJrtelderty persons Whoa In need by rea50n of age.111- lth, disabilty. ffjnarxkl hardshlp. orother disadvantage; the dvanceMentoftIT heath aNI well-teln& and the prOmOn sooal I15¢0 he objectsoftheao art: support of dderly p•rnons who are In need by reason ol 8e, ill-health. d15ability. linanclal hardshlp, or other advanta8t, by prnildlng Dayure servlces, £ompankJnshlp, nd socl•l acttvtknes to fedLtce isolatlon and Improvè well-belng: mi meals to SUPFQrt Independent I1)n& AssIstèe with ssin8 e55ential servKes and support networks. •d¥•nrement of lalth and well-b•lnB by Entoura8ln8 hy5Kal actfvity. rnentsl srimulation. and social en8a8ement.' ding ln10mon and advkeon malrtalnlng Independenc Summary of the maln actlvlties in relation to those purposes for the public benefit, Sn partlcular, the activities, projeds or seNlces identified In the account> Para 1.17 and 1.19 prnmrrtlon of sod•l IOn by supportlng elderlv ndfviduals who a KKially excluded due to age. moblllty syes, orffjherdrcumstantes. helplng them to partlclwte re fulty In socty. he tnJ5tee5 ha¥e had ryrd to the 8uldancè155ued by the arltyCommts5k)n on publlc benefft Statement confirmln8 whether the trustees have had regard to the guida issued by the Charity Commission on public benefit Para 1.18 Additional infomation (opb'onal) You may choose to indude further statements whwe relevant alx)ut SORP referen Policy on grant making Pwa 1.38 Policy on 8Ax4al investment ind1 prcgram related investment Para 1.38 Contribution made by volunleers Other CharityAecounts templates- Truslee3' anrwal ryk)rt rryK%l October 2016
2of8 Achievements and Performance SORP reference Summary of the main achievements of the charity, identifying the difference the charitvs work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Para 1.20 objectives ofthecharfity3re meithrotygh the provisron ofday ¢are svw at Sutton Lodge IncludlDga hot meal, educatton31, welPdre and 11-beingactMttes and prosrammek In addition, the Charity dellvers Meats Wheels SeCe to the elder and vulnerabk residents of utton, on behalf of the London Oorou6h ofSuttortCountil.Thi5also ncludesa ilbraryseyvlceand operdtes5daysa week. Ilourservice5aredelwerÈd primarily byvolunteerswhose cruitmentand retent¥Jn ts keyto oursucce5s. A fvll time manager nd 5 parttime staff enwre the runnln8 ofthe service. Our members nelitfrom socK?l intetactioll. healthy meals and learTring and tertainrneatopportunitiesthatthey would otherwise not have tCe5Sto. Ittontributestotheir htalthler IMn8, redbcinB dependence the 5LKialand health sernices ofthe Borow. Additional infonnation (optional) You may choose lo include further slatemenls where relevant aul.. SORP referen Achievements against objectives set Para 1.41 performan of fundraising artivities Para 1.41 against objectives Set Investment performance against objectives Para 1.41 Other Charity Accounts templates- Trustees. annual report forlhe peri(Kl October 2016
3of8 Financial Review SORP referen Para 1.21 Review of the charivs finanaal FX)sition at the end of the perrod Statement explaining the policy for holdirE reserves statingwhythey are held Omiityts In afa[110rerWlth a 8ofyJ 1 of reserve5. isyrop¥atrd profit of£29kon a revenue of £160k. Para 1.22 eTntrteesofSOP4VCrKoui5e the InportaofMalutsl pprwiaefinanrial resersto ensurethe stabilty and gtstainability fthedwtity5 operatsonsforsry moTrth> Reserves 3re hek4 to 11 n5urethecontinuityof seivicesforoWeT people in Sutton tn the rrt of hnanaal urlnty¢br0epettÈd fundin8 shortfalls.. 21 t uThfore5een costs. Suth asemergency repair5 oran unexpected ncrease in demand forservlces." 31 Provxlevwjrkingcapitalfor ffert day.ttrdayoperaiTons.. 41 In%# in future projects th*ali8n Iththethi5sdtP¥XOb. Amo(tnt of reserves held Para 1.22 72.0(X) Reasons for holdi zero reserves Para 1.22 Details of fund materially in defi¢it Para 1.24 Explanat•)n of any unrtaIntSabOut the charity continuing as a going concern Para 1.23 Additional information (optional) You may Ghoose lo indude further statements where rdevant aLxt SORP referen The charivs prinopal sour$ of funds linduding any fundraising) Para 1.47 is WheelSad brarysery conttattwrth London Borou8h of uLton: memb2r5fEes 8r3ntsandfundral8events Investment policy and objectives including any social investment policy adopted Para L46 A description of the printipal Tisk5 facing the charity Para 1.46 Other Charity Aeo)unts templates-TDJStees' annual the whjj Odober 2016
4of8 Structure, Governance and Management Description of charitvs trusts= SORP referen Type of governing document Itrust deed. royal charter) Para 1.25 How is the charity constituted? le.g unincorporated assoaation. Para 1.25 lJTrarrtsbk L¥ted lknni5aboThI cio) Trustee selection meth(5 induding details of any constitutional provisions e.g. elertion to post or name of any person or body entitled to appoint one or more trustees Para 1.25 by proposalandvote Board ofTrustees Additional information (optional) You may ch(K)se to indude further ststements where relevant ab)uL' SORP referen Para 1.51 Policie5 and procedures adopted for the induction and training of trustees chts SW15th[TrUStee PJe Profile., TrteeS ofconduct d Truee DedatatioD. The charitls organisational strurture and any wider network with which the charity works Relationship with any related partie5 Para 1.51 Managemtht Board of8tru5tee5 kAu$2non ewtritstees Nsee runn1ngofthea1ity.ThtCbarrtl$ Mana8erm8ma8esthe dayto tyoperationswith a 015 partiimegaff Para 1.51 Other Charty Acojunts templates-Tru5. annual TeFfft)r (kA0r 2016
5of8 Reference and Administrative details Charity name n Old Peoplés Weware Commthe Other name the charity uses utton OlderPeopJe,sWeTÉcharify Registered charity number Charitis principal address 284231 uttoll Lodge. 139 brighlon Road, Sutton,SurreySM2 5SW Names of the charty trustees who manage the charity Office Irf any) Dates acted rfnotfor whole year Trusiee nane Name of person {or body) entitted to appoint trustee lif any) ark WIM)Ifenden hair of tbe Board of stees ice Chair of the Board of rustees rustee ppointed 19 May 2025 racey Tibos ily Bande everley Jane Daines rustee ppointed 19 May 2025 Stmon Elliott rustee ppointed 21 Jenuary 2025 Marilyn Gordon-jones O-opted Trustee Brendan Hud50ll rustee ppointed 17 March 2025 am Norton O-opted Trnstee arolyn O'connor rnstee ppointed 17 March 2025 10 ony Pattison rust¢e ppointed 17 Mar¢h 2025 11 rustee esigned 19 May 2025 12 line Bier rustee eceased 13 oan Crowhurst n]stee esigned 19 May 2025 Charity Acujunts templates-Trusioe$' 8nNal WDrtfoT Ihe Feriod Oclobgr 2016
6of8 Referen and Administrative details (cont) Corporate trustees- names of the directors at the date the report was approved Director name one Name of trustees holding title to property belonging to the charity Trustee name Dates acted if not for whole year one Charity Accounts témplates- Tru$teès' annual report for thè K*r¥)d Odober 2016
7of8 Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects oflhe charity on whose behalfthe assets are held and how this falls wtthin the custodian charity's objects Details of arrangements forsafe Gusttjdy and segregation of such assets from the chariVs ¢Jwn assets Additional infomation (optional) Names and addresses of advisers (Optional infomiation) Type of adviser Name Address Name of chief executive or names of senior staff members (Optional infonnation) Exemptions from disdosure Reason for non4isclosure of kèy personnel details Other optional infomation Chariiy Accounts templates-TJustees' annual roport lor the pellJ October 2018
8of8 Declarations The trustees declare that they have approved the trustees report above Signed on behalf of the charity's trustees Signature.. Full Name.. Mat1( Woolfenden Tracey Tibos Position- Chair of the Board of Trustees Vi¢e-Chair of the Board of Trustees Date.. L24. Charity Accounts lemplales- TfUStee8' annual report for the period Odober 2016
Financial Statements Sutton Old People's Welfare Committee (incotporating Sutton Lodge Day Centre) Registered number. 284231 For the year ended 31 March 2025 Contents Page Statement of Financial Actlvities Balance Sheet Notes to the Financial Statements
Sutton Old People's Welfare Committee (Incorporating Sutton Lodge Day Centre) Rggi$tergd number: 284231 Statement of Financial Activities (iticluditig itieome and expeoditure account) For the yeat ended 31 Match 2025 Unrestricted fiJnd5 2025 Restsicted funds 2025 Total funds 2025 Total nds 2024 Note It)come: Income from donots and gtants Income from chatitsble activities Investment income 109.702 47,993 2,520 20,000 129,702 47,993 1520 98,321 40,768 1,032 Total iticome 160,215 20,0(K> 180,215 140,121 Expenditu ExpenditLtre on chatitable activities.. Operation of charity 150.299 147.819 Total expenditute Net moveent in fimd8 for the year 29,916 (7.698) rotal funds at beginaiog of yegr 114 089 Totsl fuods at end of year All income and expetldktt detive frorn conlitiutng Activities. The Statement oFFinaacial Activities indudes 8ll gains and losses recogJised in tbe year. The notes on p2ges £k8 fonn part of these finan(aal 5t*tellAent5.
Sutton Old People's Welfare Committee (Incorporating Sutton Lodge Day Centre) Registered number: 284231 Balance Sheet As at 31 March 2025 2025 2024 Iyote Fixed a88et8 Tangible assets Total &Yed assets Cutrent a8sets Debtors Cash at bank and in hand io 4,773 139 34231 Total cuttettt 988ets 144,420 114,089 Creditots: amounts falling due withjn one year 415 Net current assets 14 89 Total a88ets le88 Curtent liabilities 144.005 114.089 Creditors: gJnounts Falling due after more than olle year 12 Net assets The fund8 of the charity Unrestiicted Funds I24,5 114.089 Restricted fids- Lottery Grant Total charity funds The fi02ncial st2tetnents were approved by the Txostees on 7 November 2025 2nd $yed on their behalf bfjark Woolfenden, Chgir of the Boatd oETmstees Tracey Tibos. Vice Chair of the Board of TnRStee5 The notes on pages 48 below fottn part of these financial statements.
Sutton Old People's Welfare Committee (Incorporating Sutton Lodge Day Centre) Registered number: 284231 Notes to the Financial Statements Fo¢ the yeat ended 31 MaTch 2(125 Accounting policies 1.1 Basis of preparation of finattcial statements The financial statement5 have been ptepared wider the histotiC21 cost convetttion, unless othetWAse stated . An the relevant notes{s) to these accounts. The financial 5tatefflents have been prepared in accordance 1th Accouniing and Repottin% by Charities.. Statement of Recomtnended Practice applicable to chatities pttparing their accounts in accordance with the Financial Reporting Standard appltcable in the UK and Repub]ic OE Irdand (FRS102) (effective I [anuary 2015) - (Charities SORP IFRS 102)), the Fin*n¢ial Reportitig Stand2rd ipplicable in the UK and Republic of Ireland 2nd the Companies Act 2006. These fjnancial statements £or the year ended 31 M2rch 2025 comply with FRS102 attd Chatities SORP (FRS 10?). Sutton Old People's Wdfare Committee ffjeets tbe definition of 8 publtc benefit entity undet FRSIO2. 12 Going concern The Fmancsal statements have beet) prepxred on a goin£ concetn basis. which assumes that the charity conttnue to have sufficient resouIce5 available to it to coniinue as * going concern. Mafta8emen¢ prepxres, and the Tmsttes review, regu]2r financial inEonnation which summanses financial perfomance to date and the Eorecast for future peri(K5s. That Fsnattaal infonnation alsoirLdudes cash flov3 projections. The Trustees have considered the future trddllg Eorec8s¢s of the chattty. togethet its levels of fOre¢t capitsl expendire 2nd cash reserves. Accotdingly, they have conduded that it ts ?ppropiyate to prepare the 6nary<ial ststerllents on a going coocetn basis at Ptr5enL L3 Fund aceouttting General funds ate unrestrtcted funds which 2re avai]able for use at the discretion of the Trustee5 iti furtherance of the general objectives of the company and which have not been designated Eot other purposes. Restricted fiTrnds indude a Lnttery G£ant Eor £20.IX)O to fund classes and entertainment For members. 1.4 Incoming resources All incoming resources are included ill the Statement of Fittancial Activities when the ch2tÉty has entidement to the fiJtt&. certainty oEteceipt and the amount can be measured with suFficient teliabiIity. Grants receivable in respect of specified perid td2ting to the general activities of the chlty ate re¢(lSed ill the statellt of FitWlCft81 Activities in the period to which they rd2te or cover. 1.5 Rewurces expended AJI expettditute is accounted for on an acui]21s basis and has been induded undtt cKpense catyries that aggregate 2ll costs for 2llocatioll to activities. lThere costs cannot be direcdy attributed to particular tivities they have been allocated on a basis Consistent with the use ofthe resoutces.
Sutton Old People's Welfare Committee (Incorporating Sutton Lodge Day Centre) Reglstered number: 284231 Notes to the Financial Statements For the yeat ended 31 Match 2025 L6 TangAble fixed assets and depteeiation Tangible fixed assets gte ststed at cost le$$ depreciation. Depreciation ts provided at rates caicu]ated to write ofEthe cost OF fixed assets. less theit estitnated residual value. over theit e4)ected usefi]I lives on the lollowing bases.. Motor Vehicle5 F.quipment 1.7 Liabi]itie6 Liabilities are recognised when there ts 2 legal construcuve obbgation to pay cash ot othet assets and are carried at the present value of the ob]igation until the obligation is extin£uishecL Over 5 years Over 3 to 5 years 1.8 Taxation Sutton Old People's Wellare Committee 15 a registered chatity 2nd is subject to neither COoration tax oor comc tax Oll its charitable activities. Judgements iti appl>rytsg accounting policies and key sources of estimation uncertainty There are no matdial judgements or esiimates applied in the preparation of these accounts. Income from donot8 and grants Total funds 2025 Total funds 2024 Grants and subsidie5 frollk IA)ndon Borough of Sutton MOW Other Grants Other Fcts Hire of building Don*tions 58.967 20.700 11,051 8,413 57.415 21.000 10,042 6,869 Induded in other grants for 2025 15 % IA)ttery Gtant ft)t £20.0(X) to fund d2sses and entertvinment Eor membets. Income from charitable activitie8 Total fiTnd6 2025 Total nds 2024 47.993 40.768 Totsl irlcome from charitable acuvAties
Sutton Old People's Welfare Committee {Incorporating Sutton Lodge Day Centre) Reglstered number: 284231 Notes to the Financial Statements For the year ended 31 Match 2025 Investment ineome 2025 2024 Deposit Account Interest Summary by expen(liture type Staff c08ts Diteet costs (note 8) (note 7) Total 2025 Total 2024 Sutton Lodge Day Centre Meals oo wheds Transport 42.936 37,543 44,296 18,042 87.232 55,585 83.062 57,526 All support costs idate to the sole chatitsble activity OF the compauy. Anatysis of direct costs Total 2025 Total 2024 Cost of meals Direct overheads oFday centre premises Costs relating to Me9 on wheds Ttansport Volunteer expenses Benefits to users Equipment maintenance/purcbase Prolessiona] fees Bank charges 8,336 40.621 6,433 7.482 8,196 46,441 7.063 7,231 548 4,747 795 4,777 628 351 546 579 Direct costs are alloc2ted to the charitable activities on the basis ol headcouTht or on the estimated service de]ivered by the support service or other bases 1£ these are more 4)proprt8t¢ Direct cost$ 2te stoted after charging depreciation OE taogible fixed assets OF £NJL (2024 £NJ).
Sutton Old People's Welfare Committee (Incorporating Sutton Lodge Day Centre) Registèrod number: 284231 Notes to the Financial Statements Fot the yeat ettded 31 Match 2025 Staff costs StaEEc05ts were as Eollows.. 2025 2024 Wages aod salaties National insurance costs Other pensioo costs 77J84 69278 3,095 1941 The average monthly number oFemployee5 during the year was a$ ftjllows". 2025 2024 Full (ime employees Part time employees Volunteet5 Duting the year. no Trustees received any remunetation (2024 - £Nii). DIllg the year, no TSte¢S teceived any benefits in kind (2024- £Nil). RelbUr5ed expenses in respect of ttustee meetiogs, amounted to £Nil {2024- £Nil).
Sutton Old People's Welfare Committee (Incorporating Sutton Lodge Day Centre) Regtstered numbgr. 284231 Notes to the Financial Statements Fot the yea¢ ended 31 March 2025 TattgAble fixed assets Motor vehicles Equipmettt Total Cost At l April 2024 Additions Disposa15 30.000 8595 38,595 At 31 March 2025 Depreciation At l Aprd 2024 Chatge Eor the y OTh dispos21s 30.000 8.595 38.595 At 31 March 2025 Net book value At 31 Match 2025 At 31 M2rch 2024 io. Debtotg 2025 2024 Cash owitig from hite oEpremises Cash owing from Surton Counal re Me21s on WheeL8 Cash owing from members Advance payments 693 655 26,165 1.822 5,589 2,208 1,872 ii. Creditors: Amounts falling due within one year 2025 2024 Trnde creditots 415 Creditors: Amounts falling due after more than ooe yeat Thete ate no Credito due 2Fter more than one year (2024 - £Ni Conttolling paty There ts no ultimate controlhng party. The chatkty is controlled by the Board of Tru$tee$.
Independent examiner's report on the accounts Section A Independent Examiner's Report Report to th8 truste88 Sutton Old People's Welfare Committee On accounts for the year ended 3181 Mar¢h 2025 Charity no (rfany 284231 Set out on pages report to the trustees on my examination of the accounts of the above charity {"the Trust.) for the year ended 3110312025. Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of th8 accounts in accordance with th8 requirements of the Charities Act 2011 (Yhe Acl") 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 all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act., or the accounts did not accord with the accounting records,. or the accounts did not comply with the applicable requirements Conrning the form and content 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. have no concems and have come across no other matters in conne10n 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. Signed: Date: 711112025 Name: Vi¢toria Price Relevant professional qualificationls) or body (if any): Member of Chartered Institute of Management Accountants Address: 6 Priest Hill Close Epsom, Surrey Iff17 3FD IER
Section B Disclosure Only complete ff the examiner needs to highlight material matters of Gonrn (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Give here brief details of any items that the examlner wishes to disclose. IER