Trustees’ Annual Report for the period
From 01/01/2024 Period start date To 31/12/2024 Period end date Charity name: Cubbington Seniors Association
Charity registration number: 516878
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The object of the Association shall be to promote the welfare of senior citizens in any manner which now is, or hereafter, may be deemed by law to be charitable within the villages of Cubbington, Offchurch, Weston-under-Wetherley, Eathorpe, Hunningham and Wappenbury in the County of Warwickshire. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Social interaction at a variety of events based at Cubbington Village Hall, including refreshments: Day Club, Snack & Chat, Bingo, Skittles, Singing. Lunch Club at local venues. Walking group. Seated Exercise classes. Outings to theatre and places of interest. Craft projects. Fundraising Fairs. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | All trustees are aware of the guidance outlining the key duties, and what trustees need to do to carry out these duties competently. Being aware of the duties and responsibilities help our trustees to perform their role in a way that complies with key requirements of the law. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Para 1.38 | ||
| Policy on grant making | n/a | |
| Policy on social investment | Para 1.38 | |
| including program related | n/a | |
| investment |
| Contribution made by volunteers |
Para 1.38 | The charity relies on volunteers to host events, including provision of refreshments, organising activities and outings. Trustees are all volunteers; no staff are employed by the charity. |
|---|---|---|
| Other | n/a |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The charity is a key component of village life in Cubbington and surrounding villages. Many residents are over 60, we provide a safe environment for members to meet and socialise. Many of our members live alone, and the benefits they receive make a significant difference to their lives, helping to alleviate loneliness and isolation. We provide lifts to those who are unable to travel independently to our events. Outings enable members to visit places of interest that would be challenging for them were they to rely on public transport. We organise seated exercise classes and walks, which improve opportunity for physical activity amongst our members. Our monthly magazine is delivered to every member’s home and is an important link to the community for those in the Association, especially those who have limited mobility. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
Investment performance Para 1.41 against objectives Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Fundraising continues to be successful; we have maintained the charity’s finances at a level which give us confidence that member benefits are sustainable. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | As a results of this financial stability, the charity has a healthy balance in reserve. The trustees have reviewed options for investing back into the member benefits, and as a result expanded our activities in 2024. |
| Amount of reserves held | Para 1.22 | Fifteen thousand pounds |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | n/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | n/a |
Additional information (optional)
| Additional information (optional) | Additional information (optional) | |
|---|---|---|
| You may choose to include further statements | where relevant about: | |
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Fundraising is our principal source of funds. Fairs (Spring, Christmas etc.) Lottery & Raffles Donations & contributions from members and local businesses |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | n/a |
| A description of the principal risks facing the charity |
Para 1.46 | n/a |
| Other | n/a |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated association |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Elected by members at AGM |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Cubbington Seniors Association |
|---|---|
| Other name the charity uses | |
| Registered charity number | 516878 |
| Charity’s principal address | 15 Austen Court Cubbington Leamington Spa CV32 7LJ |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| Liz Young | Chair | |||
| Jane Tietjen | Vice Chair | June to December 2024 | ||
| Colin Marrow | Treasurer | |||
| Frances Finch | Secretary | June to December 2024 | ||
| Caroline Marrow | Editor | |||
| Ann Kinzett | January to May 2024 | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity n/a
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| adviser |
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) ~~a~~ Full name(s) Lesley Jane Young ~~ee~~ Position (eg Secretary, Chair Chair, etc) ~~ee ee~~ Date 23/06/2025 ~~FP~~
Cubbington Seniors Association Accounts to 31st December 2024
| Accounts Summary | ||||||
|---|---|---|---|---|---|---|
| Income & Expenditure | ||||||
| 2024 | 2024 | 2024 | 2023 | 2023 | 2023 | |
| Surplus | Surplus | |||||
| Receipts | Payments | (Deficit) | Receipts | Payments | (Deficit) | |
| Direct Fundraising | £15,469 | £4,041 | £11,429 | £15,999 | £4,262 | £11,737 |
| Grants & Donations Received | £2,480 | £2,480 | £0 | £1,092 | £2,912 | (£1,820) |
| Outings | £10,344 | £15,456 | (£5,111) | £8,442 | £14,444 | (£6,002) |
| Social Functions | £2,374 | £6,468 | (£4,094) | £1,594 | £6,153 | (£4,559) |
| Magazine & Administration | £2,987 | £4,793 | (£1,806) | £2,195 | £3,325 | (£1,130) |
| Sub Totals | £33,655 | £33,238 | £417 | £29,322 | £31,096 | (£1,774) |
| Net Surplus/(Deficit) | £417 | (£1,774) | ||||
| Totals | £33,655 | £33,655 | £29,322 | £29,322 |
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Cubbington Seniors Association Accounts to 31st December 2024
Balance Sheet As At 31st December 2024
| Assets | Deferred Income & Reserves | ||
|---|---|---|---|
| NatWest Current Account | £3,591 | Deferred Income | |
| Business Reserve Account | £3,466 | Advertising Revenue | £1,840 |
| 35 Day Deposit Account | £11,212 | Acorn500 Stakes | £5,376 |
| 95 Day Deposit Account | £18,493 | Lunch Receipts | £344 |
| Cash | £1,358 | Theatre Ticket Receipts | £343 |
| Cash Floats | £40 | ||
| Cash at Bank and in Hand | £38,161 | Total Deferred Income | £7,903 |
| Allocated Reserves | |||
| Sylvia Blakeman Bequest | £500 | ||
| Mary Sciolti Bequest | £738 | ||
| Benevolent fund | £880 | ||
| Total Reserved funds | £2,118 | ||
| Accumulated surplus to 31/12/23 | £27,722 | ||
| Surplus for year ended 31/12/24 | £417 | ||
| Total Surplus carried forward | £28,140 | ||
| Total Assets | £38,161 | Total Deferred Income & Reserves | £38,161 |
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CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees Cubbington Seniors Associatlon On accounts for the year ended 31•t December 2024 Charity no (if any) 516878 Set out on pages I report to the trustees on my examination of the accounts of the above charity ('the Trust") for the year ended 3111212024. Responslbllltles and basis of report As the charity's trustees, 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 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 ststem8nt 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; 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. Signed: Date: 2010212025 Name: John Kendall Relevant professional qualiflcation(s) or body (if any): Address: 43 Priory Road Kenilworth CV8 1LL IER Oct 2018