**ANNUAL REPORT FOR AGE CONCERN APPLEBY FOR 2023** 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| ## **Chairpersons Report on behalf of the Trustees** Welcome to you all and thank you for coming to our AGM. We hope that the move to Thursday will save some of you the tortuous Friday return through Penrith.I am pleased to report on another successful year for Age Concern Appleby. Judy will report on the money we are able to distribute. We continue to receive some high quality donations for sale, unfortunately along with some rubbish that we are left to dispose of. Footfall from locals and tourists in both shops is high and takings have been consistently high throughout the year. The expected disruption caused by street closures for Environment Agency work did not materialise this year but are yet to come – the effect on Appleby businesses will not be known till it happens.Our success is obviously due to the quality of our 2 shops which is driven by our managers; Sue Bradley in Low Wiend and Janet Martin in Boroughgate. Two shops, both very different and each with its own problems but Sue, Janet and an army of about 50 volunteers are proud of attractive, efficiently run shops. Sincere thanks and well done to all of you.This year has seen the end of the “Friends Agreement” with Age UK. When Age Concern Appleby stayed separate from Age UK there was an affiliation known as the “Friends Agreement” whereby we could access their expertise and advice. The 2 organisations have developed differently and the advice and support offered by Age UK has little to do with our sole purpose, the money raising from the 2 shops to distribute to locally. So when Age UK re-visited this agreement it was decided not to continue it. I do not believe this will have any material effect on us.As a group of Trustees we have made considerable progress with required policies, which most of you will know all about. Even as a tiny charity we need to have policies in place – Health and Safety, Safeguarding, Data Protecton – the list seems endless and we have spent considerable time this year updating and producing these policies relevant to our shops. I thank all the Trustees for their specific work in this regard and for all their support through the year.Unfortunately this year will see changes to the Trustees. Tina Robertson Wragg, who unfortunately can’t be with us today, has given many years service and her measured, common sense contributions at meetings have always been welcomed. Joy Sampson became manager of the clothes shop in 2006 and remained in that post till 2019. She has seen the transfer from Chapel Street to Low Wiend to Boroughgate. The move to Boroughgate was a particular turning point for us and required considerable effort, skill and planning, something which Joy managed in her own quiet efficient way. Many thanks for all your work over all those years. (Presentation)I will also be resigning as Chair and from the Trustees. Having been involved in the charity since 2009, joining the Trustees in 2013 and serving as Secretary from 2015, I became Chair in 2021. I just feel I have progressed the charity as much as I can and to be honest, I have not found it easy. So new blood will see Age Concern Appleby move on. Both Joy and I will continue as volunteers in the shops.My “go-to guy” over the last 10 years has been David Sampson. I and Age Concern owe him a great debt of gratitude for many, many years service. A special thank you from me.When our shops were both in Low Wiend they basically functioned as one unit but after the move in 2019 both shops had new managers and space to develop individually. As our record shows they have done that very well. But in the end they are both working towards the same goal. To raise money so that we can support established and new charities in the local area. We know how hard you all work for your own charities and applaud you. I know we will continue to work hard together to enable you all to develop. ## **Treasure’s Report** My comments relate to our accounts for the calendar year ending 31.12.2023. I am pleased to say that both shops continue to thrive. Yet again they have surpassed themselves with takings for 28 Boroughgate up by 9% on 2022 to £34999.85 and for Low Wiend takings upby 19% on 2022 to £53541.89. This income continues to reflect the hard work and dedication of our volunteers and shop managers. I would also like to thank those who think of us when looking for charities to pass unwanted items onto. We were able to pass on our success to 19 different charities donating a total of £44780.00. This is an increase on last year of £7655. We continue to operate out of 4 properties which generate most of our costs. The operating costs of the charity amounted £29750.12. This is an increase of 6% on 2022. This reflects the increase in fuel prices and other utilities. We have set aside sufficient funds to secure the future of the charity for the next year and beyond AGE CONCERN APPLEBY INCOME AND EXPENDITURE 2023 EXPENDITURE 2022 2023 INCOME 2022 2023 Charitable Gifts Appleby Crafty Womens Group Alms Houses Food Vouchers Appleby First Responders Appleby Grange Residents Fund Appleby Medical Practice Appleby Smarter Appleby Archeology Group Beep Fund Ltd Blood Bikes Carer Support Carlisle and Eden Eden Valley Hospice Exercise Classes Evergreen Club Eden Valley Friends of Dementia UK Fellside Singers Great North Air Ambulance Heart Of Eden Newsletter Hospice at Horne Macmillan Cancer Relief Memory Club Sands Meth Church Penrith H05Pltal League of Friends Renew Wellbeing Talking Messenger Total for Charitable Gifts Administration and Sundries Cleanin& Repairs and Renewals Rent, Rates, Insurance and Services Transfer of funds from Bank To B. S. Building Society Interest 145.96 939.46 5LK).00 270.00 i(m.00 Donations 578.42 626.95 IC￿.(X) 6CLI. Shop I Sales 32221.75 34999.85 Is￿.00 I(￿.00 S￿1.[￿) 2(KK).00 251x1.00 Iw).00 Shop 2 Sales 45141.98 53541.89 IocK).00 2CXX).(K> I(KK).00 5CKXI.00 1775.CKI Ii(K).IK) i(￿.00 250.(X) 5tKx).00 World Of Books 109.55 145.05 Nathans Waste Save 635.20 853.10 55(KJ.00 1810.00 UK Rerycling 465.15 458.74 Re-Payments 343.80 55LY).00 17(KJ.00 55tK).00 55LK).00 St￿.00 12(X).(K) 2(KxI.IX) 2(KKJ. 25CXJ.00 251X).CX) 12(K).00 2(m.00 37125.IXI 2757.83 760.75 24596.52 44780.CK) 3128.96 496.69 26124.47 15QX￿. Overall Totals 65240.10 89530.12 79298.01 91908.84 BALANCE OF FUNDS AT 31st December 2023 2022 2023 30.00 30.(KJ 50.00 50.00 Shop 1- 28 Boroughgate Shop 2- 4 Low Wiend Barclays Community Account 21870.44 Cumberland Building society 58872.11 Cumberland Buildin Socie 23309.70 74811.57 Account at 31" December 2023 Balance as at 31.12.22 Interest 31" March 2023 Transfer from Bank Account Balance as at 31.12.23 58872.11 939.46 15CK)O.00 74811.57 Barcla s Bank Account as 31" December 2023 21870.44 23309.70 Balance at 31.12.22 Balance at 31.12.23 (assuming all cheques presented) I131 V777J7k Q*Yi12 IBuoi$8•wJd iueAOle¥ aiUEN 4t oIEa p8uB!s 'Aidde iou op Aaill ￿ sie¥?8Jq Ui SPN)M aiai8p asp8H . 'payaeaJ aq ffj 4unoJ)e 8Ln Jo 6u!w￿Sjopun J8doJd p aiqeua 01 Japjo u! yodaj slw U! UMEJP aq pinous uo4uauE (P!14M 01 uoryeulwexa aiii yilm UorygauU￿ ui sJauEW Jaillo OU SSOJJE 8uK>J aAPy pue SUJ￿U0￿ OU aAeu I "uoqethLuexa iuapuadapu! UE 10 yed se paJap!suoJ JPUEW e Iou s! 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