ANNUAL REPORT for AGE CONCERN APPLEBY Charity No 517868
Trustees
Chair Mrs L Ronan Vice Chair Mr D Sampson Secretary Mrs E Barraclough Treasurer Ms J Gray Mrs J Robinson Mrs J Sampson Mrs C Robertson Mrs S Bradley Mrs J Martin Mrs J Codd Auditor Mr M Saint
Chairperson’s Report on behalf of the Trustees
This is the first time since 2019 that we have held an AGM covering a full, uninterrupted year, from May 2022 to May 2023. So welcome back everyone.
The year has run pretty smoothly, despite road closures, knee replacements and advertising boards with a welcome stability in our 10 trustees, 2 managers and approximately 50 volunteers. As ever they are the backbone of our charity and deserve sincere thanks and much credit for all they have done to bring about another successful year. Remember everyone concerned is unpaid and that is what has enabled us to donate about £40,000 this year to charities and organisations that help so many people in the CA16 postcode. Young blood, however, is always required and we continue to search for that to guarantee progress.
This money comes from 2 shops in Appleby, both very different and both requiring different management and both managers, Janet Martin and Sue Bradley deserve great credit for developing unique, inviting shops.
The officers from the trustees do a lot of unseen work, as you can imagine, and without them we couldn’t exist. Elaine Barraclough as secretary, Judy Gray as treasurer and David Sampson as vice chair, thank you for your continued efforts.
So all these people, in 2 shops, combine into one charity of which we are all rightly proud. I am certainly proud to be chair and although next year holds the uncertainty of rising bills and flood alleviation work in Appleby I am optimistic that we will continue to succeed. Linda Ronan, May 2023
Treasurer’s Report
I am pleased to say that both shops were open for the whole year with only slight alterations to the opening times and bank holiday/fair week closures. Yet again both shops have surpassed themselves with takings for 28 Boroughgate up by 33%on 2021 to £32,221 and for Low Wiend by 37% to £45.141.98. This income continues to reflect the hard work of our volunteers and shop managers.
We were able to pass on our success to 18 different charities, donating a total of £37,125. This is £16,720 less than last year. The withdrawal of the Covid Support Grant in 2022 did affect our overall income and with thea increase in the cost of living we were forced to bring our donations in line accordingly.
We continue to operate out of 4 properties which generate most of our costs. The operating costs for the charity amounted to £28,115.10. This is an increase of 6% on 2021. There were some one off purchases: a new laptop for the Treasurer, a new water heater and shelving for1 Cherry Row. We have not been fully affected by the increase in fuel prices as our tariffs do not finish until 2023. With the likelihood that we will continue to see all round price increases next year we have set aside sufficient funds to secure the charity for the next year and beyond.
The accounts were audited by Mike Saint, a retired Chartered Accountant. Mike has agreed to audit the accounts for 2023. Judy Gray proposed that Mike Saint is the auditor for 2023 accounts, seconded by Jean Robison and agreed by all. Our thanks go to Mike/
Judy Gray May 2023
Age CoA¢ern Appleby Income and Expendlt•re 2022 12J 43$7A4 3119PA5 21.7$ J2914J3 4J141.11 i(th•) 767.95 i. ys 8r1289.fg 4SMI• 93213.1XI 7929L•I Bala•¢e of Fund¥ al 31•t D%ber 2022 Sb¥2.4tswW.F•1 yo.0• 21rn.44 srnis Cumberland Bulldlng Sockty Account at 31•t De¢ember 2022 o¢31.1221 5rn15 14SJfj e•s¥Jl.1211 Bar¢l•y8 Bank A¢¢ounl at 31•t Deeember 2022 Bkn**Jl.1121 4•w )1.1121 3/f/23
CHARITY COMMISSION FOR ENGIANO AND WALES Independent examinerfs report on the accounts Soctioi) A 117dopoiident Exiiminer s Report Report to the tnA•ts 44 On a¢¢ounts for th• y•ar Ch•rlty no {If any) f17f6f I ret to Ihe trusteas my examinakn of ac4xxMts of the ab(r40 tharity Trust") for the year erKled RUP01b1ll1l•S •nd basls ol roport accounts in ax4)rdanL wth tho requiremgnts of the Chaflties Act 2011 llhe Act-). under seckn 145 of the 2011 Ad 8ThJ In rra t my èxnlnatwJn. I have fcllrywed dl ts 8pFdicatAo OlrectlcTh gl¥•n by the Charfty ComnI88k)n r aectlon 145(5Kb> ol tho A( Ind•pondant tTl chari8 exc•thJ £250.IYXI aThl l am quaHfied to •xamln•rf• •tat•mwt undertake tho examinat try beiry a qudlfied mem1 thl tknwt no of appllrblo Ilst¢d ttyll. Debto l J rfnL appIC816. I h8¥e ccvnpleled my exarnln8tk. I CAlIMi that matsrfal mattors have of Chafiti88 A. OT [X)111j the form and content of actnts set out In the Charlti88 (Actounts af Rewts) R8guL9U(Th 2(M)8 other than any requlremont that the accojnts give a 'true aThJ fairf view not 8 matter C4)n81 as part of an ind8t examInat. the examlnallon lo altontfion sh(MJld be drwwn in this rerKKt In 8lgn•d: Nam•: IER Oct 2018