2024-12-31-accounts - Age Concern Appleby And District

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AGE CONCERN APPLEBY AND DISTRICT

Charity Number 517868

ANNUAL REPORT OF TRUSTEES

Year ended 31 December 2024

Trustees:

June Codd, 2 Burrells House, Appleby, CA16 6EG - Charity Commission contact

David Sampson

Judith Gray

Elaine Mary Barraclough

Susan Bradley

Janet Martin

Mary Elizabeth Richardson

Kathryn Martin

Jean Robinson

Ann Preston-Green

Michael Boulton Saint: Independent Examiner

Structure:

10 Trustees, including Chair, Treasurer, Secretary, 2 Shop Managers. There are no paid employees. Trustee vacancies are recruited by word of mouth and local advertising. We seek to encourage people with skills and relevant experience as necessary to fill existing skills gaps. Induction for Trustees is as advised by the Charity Commission website. New Trustees are ratified at the next AGM.

We have 4 premises in Appleby and two managers who manage day to day activities in the 2 shops. There are approximately 50 volunteers who cover all activities in the shops including sorting, selling and recycling. All of our income comes from donated goods. Our volunteers are also recruited by word of mouth and local advertising.

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Activities & Objectives:

We are not affiliated to any other charity or group and run completely independently. Donated goods bring in all of our income. Our objectives are to distribute the income to organisations, groups, clubs in our local area and surrounding villages – all areas covered by the CA16 postcode – who cater to older people and their needs and desires. This is done by application, giving all relevant details of the request and discussed and agreed, or not, by the Trustees. Please see our Income & Expenditure Account for details of donations made.

We have an AGM where our Accounts are presented and a Report is given by the Chair and the Treasurer of our activities over the previous year, up to 31 December. All of the organisations we have donated to are invited and give a brief update of their activities to the Meeting.

We believe that the Trustees have complied with the public benefit guidance in exercising their powers and duties.

All Trustees have had sight of this Report and are in agreement with the contents.

Signed by Elaine Barraclough

Trustee & Secretary

16 November 2025, submitted electronically

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trnstees '4ci& frl /¥PPLEB 31 111(202Lè On accounts for the year ended Charity no (If any) Set out on pages I report to the trustees on my examinatlon of the accounts of the above charity (°the Trust") for the year ended l i As the charity's trustees. you are responslble for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (Ihe Acr). Responslbllltles and basls of report I report in respect of my examination of the Trusfs accounts (xrried out under section 145 of the 2011 Act arKI in (arying out my examination. I have followed all the applicable Directions given by the Charity Commission under seclion 145(5)(b) of the Act. Independent trhe chariws gross income exceeded £250,000 and l am qualified to examlnerfs statement undertake the examination by being a qualified member of [Insert name of applicable listed bodyll. Delete [ ] rf not applicable. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below ') 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: or the accounts did not comply with the applicable requirements conmIng the fonn and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that Ihe accounts give a 'true qnd fairf view whlch is not a matter consldered as part of an indeppndept examination. I havg Do concems and have come across no other matters in wnnection with the examination to which attention should be drawn in this report in order to enable a proper understsnding of the accounts to be reached. ' Please delete th8 words In th8 brackets rf they do not appty. Slgned: Date: Namo: Relevant professlonal 41 IER Oct 2018

quallficatlon(s) or body (If any):. Addr888: IA- C A-t Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32. Independent examination of charity accounts: directions and guidan for examiners). Glve here brlef detalls of any Items that the examlner wishes to dlsclose. IER Oct 2018

Income and Ex re Accounts Endln 31° December 2024 2b23 2024 Income 2023 2024 Appleby Archeology Group Alms Houses Food Vouchers Appleby Crafty Wornens Group Appleby EverBreens Club Appleby Flrst Responders Appleby Medical Practice Appleby Smarter Appleby Town Council BEEP Fund Ltd Blood Bikes Carer Support Carlisle and Eden Eden Valley Hospice Exercise Classes Great North Air Ambulance Heart Of Eden Newsletter Hospice at Home Long Marton Village Hall Macmillan Cancer Relief Memory Club Sands Meth Church Over $ Lunch/Afternoon Tea Penrith Hospital League of Friends Renew Wellbeing Ti)tsl Charltable Gifts Administration and Sundries Cleanin& Rppairs and Renewals Rent, Rates. Insurance and Services Overall Totsis Surplus Funds Flnal Totsi 51x1.) 270.(M) s.(* 2CMXJ.LX) ICMJ). 15(K).IXI IcxJ).00 51XI.(K) Building Society Interest 939.46 2808.70 5CKI.(X) 5CX).(M) Iw).Ix) 5350.00 I5.(K) 1670.tXI 25(M).(Y) 2500. I(LK). 55(X).(x) 1520. 55(X).IXI I{.(x) s5).[1 45. 55(K). 2LXKI.(LI 1573. 25(M). Donations 626.95 310.80 Shop I Sales 34999.85 33154.39 Shop 2 Sales 53541.89 55534.36 2(0.00 2500.00 l(X)O.LX) 55CK).CKI 1810.(M) S5.[) 1700.00 55(X).(x) World Of Books 145.05 105.56 Nathans Waste Save 853.10 907.85 UK Recycling 458.74 382.55 Mitthells Auctions 14.80 Repayrnents 343.80 55(Kl. 2(W.CKI 25CL). 251)O.tYJ 44780. 3128.96 496.69 26124.47 89530.12 237&12 919(.84 52113.00 1891.60 8(K).70 28637.87 83443.17 9775.84 93219.01 91908.84 93219.01 BALANCE OF FUNDS AS AT 31 DECEMBER 2024 2023 2024 30.00 50.00 23309.70 74811.57 Shop 1- 28 Boroughgate Shop 2-4 Low Wiend Barclays Community A¢¢ount Cumberland Building Society 30276.84 77620.27 Cumberland Buildln Account as at 31° December 2024 Balance as at 31.12.23 Interest 31" March 2024 Balance as at 31.12.2024 74811.57 2808.70 77620.27 Barcla Bank Account as at 3111 December 2024 Balance as at 31.12.2023 Balance as at 31.12.2024 23309.70 30276.84 {Assuning all cheques presented) 1¢3/.,