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2020-12-31-accounts

ANNUAL REPORT 2020

for

AGE CONCERN APPLEBY

Charity No 517868

Trustees

Chair: Mrs M Taylor Vice Chair Mr D Sampson Secretary Mrs L Ronan Treasurer Mrs J Robinson Mrs S Bradley Mrs P Kelly Mrs Y May Mrs C Robertson Mrs J Sampson Mrs P Shieldhouse Auditor Mr A Little FCA

Chairperson’s Report on behalf of Trustees

At last we have been able to hold our AGM in person following further lockdowns at various times during the past sixteen months. During 2020 we, like many others, were affected by the constrictions put upon us by the Covid-19 pandemic

However due to the amazing resilience shown by all our volunteers I am pleased to report that we have continued to be able to successfully support financially numerous local groups and charities. This has been so, not just through our own efforts, but also to the various Covid grants that we have received during the year. Most importantly we have to recognise the sterling work done by our two shop managers, Sue Bradley and Janet Martin together with all the other volunteers.

During the year we have experienced outdoor Trustee meetings, thanks to Jean Robinson allowing us to make use of her garden. This has at least made it possible to discuss matters in person and not to be dependant on Zoom. Also many thanks to Jean for the many years of service she has given as Treasurer.

I would particularly like to thank our Secretary Linda for the magnificent way that she has ensured the efficient running of the Charity. It has not been an easy task and she deserves an enormous amount of credit.

Pam Kelly resigned as a Trustee after an amazing number of years of service to our Charity and we extend our thanks for all that she has done and wish her well.

As for the future, who knows how things will develop? I am certain that as a Group we will all do our very best to ensure the continued success of Age Concern Appleby. Always remember that we are a totally voluntary run Charity and that we can be very proud of what has been achieved.

Margaret Taylor Chair September 2021

Treasurer’s Report

The accounts show that Covid-19 grants received have enabled us to maintain donations comparable to those given last year. Naturally during lockdown our shops were unable to open and this obviously impacted on our shop sales. The remaining balance from the legacy that was received during 2018 has been split equally between Eden Valley Hospice, GNAAS and Hospice at Home as was requested.

Thanks to all our volunteers who have continued to offer their services during this very difficult time.

I would like to thank Anthony Little who has audited our accounts for a number of years at no cost to the Charity. However, due to poor health he regrets that he will be unable to act as our auditor in the future

Jean Robinson Treasurer September 2021

2020 20t9
EXPENDITUR.E
CHARITABLECIFTS
AgeUKCarlisleandEden 5000.00
ApplebyDayCare 600.00
ApplebyEmergenGy ResPonse GP 500.00
Appleby FirstRcsponders 2000,00
ApplcbyFridayClub 600.00
ApptebyGrange 600.00
ApplebySma$cr 900.00 900.00
Blood Bikes 1000.00 t500.40
EdenCarers 500.00 1400.00
EdenTimebank t000.00
EdenValleyHospice 9500.00 5000.00
Evergreen 600.00
ExerciseClasses 1005.00 2195.00
CrcatNorthAirAmbulance 8500.00 5000.00
Hospiceatl{omc 9500.00 5000.00
Long Marton Community Centre t50.00
MacmillanCancerReliel 3500.00 5000.00
Oaklea'Irust t000.00
PenrithI{ospital 2000.00
Rampkin House 600.00
SundryDonation 500.00
'talkingMessenger 1000.00 t000.00
Administrationand Sundries l8l2.2l 2665.89
Cleaning, Repairs and Renewals 32r.60 690.9t
Rcnts,RatcsInsurance and Services r3598.2r t6169.I5
Set-ugshopslbrCovidl9 3780.I2
57417.1459071r.95
Balance of Funds at31st I)ecember2A20
ShopI-28Boroughgate
Shop2 - 4LorvWiend-Float
20.00
10.00
30.t)0
'
-io.(x)
Barclays CommunityAccount -1553.60
l3l58.l{t
CumberlandBuildingSociety-No.2dc .r0:10.98
4060:.95
53E21.1343E14.58
zo20 2019
INCOILE
BuildingSociety Interest 381.97 244.99
Donations 322.15 386.00
ShopISales 14328.,14 26661.30
Shop2Sales I7508.03 32866.76
WorldofBooks(ShopI) 130.45
NathansWastesavers 588.80 686.ts
4C Tcxtiles t25.99 545.89
UKRecycling I66.31
EDC GrantsreCovid19 34002.00