Trustees' Annual Report for the period
Period start date Period end date 01. 04 2020 31 03 2021
From
To
Section A Reference and administration details
Charity name Age Concern Ulverston and District
Other names charity is known by Registered charity number (if any) 515821 Charity's principal address Central Auction Galleries
N/A
Brogden Street Ulverston Postcode LA12 7AH
Names of the charity trustees who manage the charity
----- Start of picture text -----
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Lynda Chair
1
Middlehurst
2 Margaret Gifford Vice chair
3 Moira Maile Treasurer
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
----- End of picture text -----
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
March 2012
TAR
1
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
Constitution
- (eg. trust deed, constitution)
How the charity is constituted
- (eg. trust, association, company)
Trustee selection methods
A committee of trustees runs the Charity, with a Chair, Vice Chair and Treasurer elected annually. Our accounts are audited by a local firm of accountants and an A.G.M. is held in the summer of each year.
Annual general meeting
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
Trustees are trained in situ.
We work with other members of the community as much as possible, giving out community information and signposting people to other organisations.
-
policies and procedures adopted for the induction and training of trustees;
-
the charity’s organisational structure and any wider network with which the charity works;
-
relationship with any related parties;
-
trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
March 2012
TAR
2
Summary of the objects of the charity set out in its governing document
We aim to promote the health and wellbeing of older people in Ulverston and surrounds and engage with the wider community raising funds through our charity shop and café.
We run a retail business selling good quality second hand items such as clothes, bric a brac, books etc. to raise funds which are then used for the benefit of the elderly in our area.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
We have a pop-in café area within the premises which operates at minimum cost to customers. We offer hot drinks and light snacks. This café is a real social hub which offers an opportunity for people to come and chat to friends and meet new ones. It is especially useful for those who may live alone, including single older men who often find it difficult to socialise outside of the home in other environments.
Our normal activities include running approximately four subsidised coach trips every year which continue to prove very popular. We listen to suggestions as to where people might like to visit and then review how the trip went.
We make an donation of a book token to our local high school which is given at the annual prizegiving to a student who intends to pursue a career in social care.
We hold a free Christmas party annually for approximately 100 people in a local church hall. It includes a buffet, entertainment and a raffle.
Additional details of objectives and activities (Optional information)
March 2012
TAR
3
Our activities are all undertaken by volunteers who offer their time and skills totally for free.
We also signpost people to the relevant organisations and government bodies to obtain advice and help.
You may choose to include further statements, where relevant, about:
We have two wheelchairs which we loan out for short periods to people. This is a free service, we just ask for a donation if possible. It is particularly useful for people who have just been discharged from hospital after an operation or are recovering from a fall.
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
Section D Achievements and performance
March 2012
TAR
4
Section D Achievements and performance
Unfortunately, our achievements have been greatly reduced Summary of the main from the beginning of 2020 onwards because of the pandemic. achievements of the Our social activities virtually ceased but we kept the shop and charity during the year café open when allowed by law. We tried to ensure that we kept in touch with vulnerable people when possible. We hope to return to something like normality for the coming year 20222023.
Section E Financial review
March 2012
TAR
5
Brief statement of the charity’s policy on reserves
We have a small amount of reserves invested in National Savings and Investments for emergencies
Details of any funds materially in deficit
N/A
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
Funds are mainly raised through retail sales.
We receive small donations from certain local organisations.
A local business annually donates Christmas fayre e.g. cakes, chocolates, mince pies etc, which we then distribute for free to the older people.
-
how expenditure has Our expenditure is mainly limited to essentials such as utilities supported the key etc. Many of our purchases may be second-hand e.g. unwanted objectives of the charity; shopfittings from another shop closing down.
-
investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Lynda Middlehurst Full name(s) Lynda Middlehurst Position (eg Secretary, Chair Chair, etc) Date 24.01.2022
March 2012
TAR
6