**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

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Oct 2018