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2025-03-31-accounts

Registration number: NI030134 Charity Number: NIC103825

Older People North West Operating as Age Concern Derry

(Company Limited by Guarantee and Not Having a Share Capital)

Directors’ Report and Unaudited Financial Statements for the year ended 31 March 2025

Older People North West Operating as Age Concern Derry

Contents

Page
Reference and administrative details, Directors,
Trustees and other information 1
Directors’ report 2
Trustees’ annual report
3 - 4
Independent Examiner’s Report to the members
5 - 6
Statement of financial activities 7

Balance sheet
8 - 9
Notes forming part of the unaudited financial statements 10 – 17

Older People North West Operating as Age Concern Derry

Reference and administrative details, Directors, Trustees and other information

President Albert Smallwoods
Directors and Trustees Donald Richard O’Doherty
Roger Bernard O'Doherty
Margaret Monica Catherine Boyle
Robert Lamont Dunseath
Secretary Roger Bernard O'Doherty
Company Number NI030134
Charity Number NIC103825
Registered office Malvern House
Chapel Road
Derry
BT47 2AN
Accountant and
Independent Examiner Ian McIvor
MCI
Chartered Accountants
Sentinel House
13 Pump Street
Derry
BT48 6JG
Banker First Trust Plc
Meadowbank
Strand Road
Derry
BT48 7TN

1

Older People North West Operating as Age Concern Derry

Directors’ report to the members of Older People North West for year ended 31 March 2025

The directors present their report and the unaudited financial statements for the year ended 31 March 2025.

Directors and secretary

The directors and secretary who served at any time during the year were as stated below: -

Donald Richard O’Doherty (Director) Roger Bernard O’Doherty (Director and Secretary) Robert Lamont Dunseath (Director) Margaret Monica Catherine Boyle (Director)

Small company exemption

The report of the director has been prepared taking advantage of the small companies' exemption as set out in Section 415A of the Companies Act 2006.

This report was approved and authorised for issue by the board on 1 September 2025 and signed on its behalf by:

Roger O’Doherty Director

Robert Lamont Dunseath Director

2

Older People North West Operating as Age Concern Derry

Trustees’ Annual Report for year ended 31 March 2025

The Trustees, who are also directors for the purposes of company law, present their report and the unaudited financial statements for the year ended 31 March 2025.

Reference and Administrative Details

Reference and administrative details are shown on page 1 of the financial statements.

The Trustees

The trustees who served at any time during the year were as follows:Donald Richard O’Doherty Roger Bernard O'Doherty Robert Lamont Dunseath Margaret Monica Catherine Boyle

Structure, Governance and Management

The company is limited by guarantee and does not have a share capital.

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) (effective 1 January 2015) - (Charities SORP (FRS 102) ) the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

The charity is governed by the trustees who ensure that the charity continues to fulfil its main aims and objectives and is run in accordance with company law.

Objectives and Activities

Objective

The main objective of the charity is to improve life for and to promote the welfare of, older people in the North West.

Activities

In order to achieve its objective the charity runs a number of activities throughout the year. These activities include:-

- Provision of a meals on wheels service - Bingo
- Carers’ relief sessions - Tai-chi
- Luncheon club - Arts and crafts
- Tea dances - Bowling and curling
- Line dancing - Social dancing
- Sequence dancing - Snooker and billiards
- Computer classes - Reflexology
- Culture tours - Walking club

3

Older People North West Operating as Age Concern Derry

Trustees’ Annual Report for year ended 31 March 2025 (cont…)

Objectives and Activities continued…

Throughout the year the charity runs a number of competitions and awards such as:-

Achievements and Performance

The charity is unique in that it is the only single issue voluntary organisation in the area which is solely focused on supporting older people. It is well established and well known in the area for its work in addressing the needs, anxieties, fears, concerns and aspirations of older people from all sections of the community.

Financial Review

The company’s results for the year show an increase in income and an increase in expenditure. This has resulted in net incomings for the year of £26,319 (2024 - Net incomings £21,921). At the year end the company had reserves of £792,088 of which £445,345 relates to restricted funds and £346,743 relates to unrestricted funds. £120,000 of the unrestricted fund is designated for building repairs.

Plans for Future Periods

The charity aims to continue to service the needs of older people in the community. It aims to continue to offer a wide range of services and activities and to meet its objectives of improving the life and promoting the welfare of older people in the North West. The Trustees will be diligent and forward thinking when it comes to ensuring that funds are available to continue to meet these objectives and to take advantage of funding opportunities that become available.

Independent Examiner

Ian McIvor has been reappointed as independent examiner for the coming year.

This report was approved and authorised for issue by the trustees on 1 September 2025 and signed on its behalf by:

Roger O’Doherty Director

Robert Lamont Dunseath Director

4

Older People North West Operating as Age Concern Derry

Independent Examiner’s Report to the Directors of Older People North West on the unaudited financial statements

I am reporting on the financial statements of the company for the year ended 31 March 2025 which are set out on pages 7 – 17.

This report is made solely to the company's directors, as a body, in accordance with section 65(3)(a) of the Charities Act Northern Ireland 2008 and regulations made under section 66 of that Act. My work has been undertaken so that I might state to the company's directors those matters I am required to state to them in an Independent Examiner's Report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the company and the company's directors as a body, for my work or for this report.

Respective Responsibilities of Directors and Examiner

As the directors (who are also the trustees of Older People North West for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006. Having satisfied myself that the company is not subject to an audit under company law and is eligible for independent examination, it is my responsibility to:

Basis of Independent Examiner’s Statement

I have examined your charity accounts as required under section 65 of the Charities Act and my examination was carried out in accordance with the general Directions given by the Charity Commission for Northern Ireland under section 65(9)(b) of the Charities Act. The examination included a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also included consideration of any unusual items or disclosures in the accounts and seeking explanations from you as trustees concerning any such matters.

My role is to state whether any material matters have come to my attention giving me cause to believe:

5

Older People North West Operating as Age Concern Derry

Independent Examiner’s Report to the Trustees of Older People North West on the unaudited financial statements (cont…)

Independent Examiner’s Statement

In connection with my examination, no matter has come to my attention:

Independent examiner’s statement

I have completed my examination and have no concerns in respect of the matters (1) to (4) listed above and, in connection with following the Directions of the Charity Commission for Northern Ireland, I have found no matters that require drawing to your attention.

Ian McIvor Chartered Accountant MCI Chartered Accountants Sentinel House 13 Pump Street Derry, BT48 6JG

6

Older People North West Operating as Age Concern Derry

Statement of financial activities for the year ended 31 March 2025

Unrestricted
Restricted
Notes
funds
funds
2025
Incoming resources
£
£
£
Incoming resources from
generated funds
Voluntary income
2110,559 112,737 223,296
Activities for generating funds
4- - -
Income from charitable activities
553,902 - 53,902
Total incoming resources164,461 112,737 277,198
Resources expended
Costs of generating funds
Charitable activities
660,264 10,816 71,080
Governance costs
762,588 117,211 179,799
Total resources expended122,852 128,027 250,879
Net incoming/(outgoing) resources41,609 (15,290) 26,319
Fund balance at 1 April
14
305,134
460,636
765,769

Fund balance at 31 March
14
346,743
445,345
792,088
2024
£
174,829
1,000
64,663
240,492
69,822
148,749
218,571
21,921
743,848
765,769

All of the above amounts relate to continuing activities.

The notes on pages 10 to 17 form an integral part of these financial statements.

7

Older People North West Operating as Age Concern Derry

Balance sheet at 31 March 2025

2025 2024
Notes £ £
Fixed assets
Tangible fixed assets 10 466,249 469,210
Current assets
Debtors (amounts falling due within one year) 12 1,230 1,972
Cash at bank and in hand 333,453 302,263
334,683 304,235
Current liabilities
Creditors (amounts falling due within one year) 13 8,844 7,676
Net current assets 325,839 296,559
Net assets 792,088 765,769
Financed by:
Capital fund - unrestricted 14 21,964 21,964
General fund - unrestricted 14 204,779 163,170
Designated fund 14 120,000 120,000
Restricted fund 14 445,345 460,635
15 792,088 765,769

The notes on pages 10 to 17 form an integral part of these financial statements.

For the year ending 31 March 2025 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

8

Older People North West operating as Age Concern Derry

Balance sheet at 31 March 2025 (continued)

In approving these accounts as directors of the company we hereby confirm:

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies' regime.

These financial statements were approved and authorised for issue by the board on 1 September 2025 and signed on its behalf by:

Roger O’Doherty Robert Lamont Dunseath Director Director

Registration number NI030134

9

Older People North West Operating as Age Concern Derry

Notes on and forming part of the financial statements for the year ended 31 March 2025

Note .1. Significant accounting policies

The following accounting policies have been applied consistently in dealing with items which are considered material in relation to the financial statements:-

General information and basis of preparation

Older People North West is a company limited by guarantee and not having a share capital and is incorporated in Northern Ireland. The address of the registered office is given in the company information on page 1 of these financial statements. The nature of the company's operations and principal activities consists of promoting the welfare and the relief of poverty, sickness and disablement among older people (aged 60 or more) living within the Derry City area ("the area of benefit").

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) (effective 1 January 2015) - (Charities SORP (FRS 102)) the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

It meets the definition of a public benefit entity under FRS 102. The financial statements have been prepared on a going concern basis under the historical cost convention, modified to include certain items at fair value. The financial statements

Tangible fixed assets and depreciation

Tangible fixed assets are stated at cost, less accumulated depreciation and accumulated impairment losses. Depreciation is provided at rates calculated to write off the cost less residual value of each asset over its expected useful life, as follows:

Buildings 2 % Straight line
Equipment and furniture 25% Straight line
Motor vehicles 15% Straight line.

Where there is objective evidence that the recoverable amount of an asset is less than its carrying value, the carrying amount of the asset is reduced to its recoverable amount resulting in an impairment loss. Impairment losses are recognised immediately in the statement of financial activities, with the exception of losses on previously revalued tangible fixed assets, which are recognised in other comprehensive income to the extent of any previously recognised revaluation surplus in respect of that asset.

10

Older People North West Operating as Age Concern Derry

Notes on and forming part of the financial statements for the year ended 31 March 2025 (continued)

Note .1. Significant accounting policies (continued)

Income

Grant Income

Grants are credited to the statement of financial activities in the period in which they received or are receivable. Grants which have conditions which have not been fulfilled are treated as liabilities and only recognised as income when the conditions are achieved.

Other Income

All other income is recognised once the company has entitlement to the income, it is probable that the income will be received, and the amount of income receivable can be measured reliably.

Fund Accounting

Unrestricted funds which are available for use at the discretion of the Directors in furtherance of the general objectives of the company and which have not been designated for other purposes. Designated funds are unrestricted funds of the charity which the trustees have decided at their discretion to set aside for a specific purpose.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the company for particular purposes. The costs of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

Employee Benefits

When employees have rendered service to the company, short-term employee benefits to which the employees are entitled are recognised at the undiscounted amount expected to be paid in exchange for that service.

Debtors and creditors receivable/payable within one year

Debtors and creditors with no stated interest rate and which are receivable or payable within one year are recorded at the transaction price. Any losses arising from impairment are recognised in the statement of financial activities in administrative expenses.

11

Older People North West Operating as Age Concern Derry

Notes on and forming part of the accounts for the year ended 31 March 2025 (continued)

Note .1. Significant accounting policies (continued)

Judgements and key sources of estimation uncertainty

No judgements have been made in the process of applying the above accounting policies. The following is the company's key source of estimation uncertainty:

Depreciation and tangible fixed assets

The company establishes a reliable estimate of the expected useful life and residual value of tangible fixed assets. The estimate of expected useful life and residual value of an asset is based upon a variety of factors such as the age when acquired, the expected frequency of use and the repair policy of the company.

Unrestricted Restricted
funds funds
2025
£ £
£
Note .2.
Voluntary income
Gifts and donations
700 - 700
Grant income (Note 3) 109,859
112,737 222,596
110,559 112,737 223,296
Note .3.
Grant income
W.H.S.S.T.
79,486
-
79,486
D.F.C.
-
112,737
112,737
P.B.N.I.
-
-
-
Community Foundation -
24,608
-
24,608
W.N.P
5,765
-
5,765
Elise Pilkington
-
-
-
109,859
112,737
222,596
Note .4.
Income from activities for generating funds
Sponsorship
-
-
-
-
-
-
2024
£
8,955
165,874
174,829
70,722
75,122
300
17,300
2,430
-
165,874
1,000
1,000

12

Older People North West Operating as Age Concern Derry

Notes on and forming part of the accounts for the year ended 31 March 2025 (continued)

Unrestricted Unrestricted Restricted
funds funds 2025 2024
£ £ £ £
Note .5. Income from charitable activities
Activities - - - -
Catering 53,902 - 53,902 64,500
Transport - - - 163
53,902 - 53,902 64,663
Note .6. Cost of charitable activities
Activities 10,459 - 10,459 6,600
Catering 44,201 10,816 55,017 58,699
Transport 5,604 - 5,604 4,523
60,264 10,816 71,080 69,822
Note .7. Governance costs
Administration staff costs 13,848 101,921 115,769 89,053
Printing, postage and stationery 1,603 - 1,603 502
Light, heat and gas 16,240 - 16,240 17,982
Telephone 1,301 - 1,301 1,648
Accountancy
3,000 - 3,000 2,760
Maintenance and repairs 3,155 - 3,155 5,478
Bank interest and charges 802 - 802 866
Volunteer allowance 7,060 - 7,060 8,400
Miscellaneous 319 - 319 1,219
Water charges 1,451 - 1,451 1,233
Depreciation 7,237 15,290 22,527 18,143
Cleaning 1,449 - 1,449 1,656
Insurance 5,123 - 5,123 4,249
Profit on disposals
-
- - (4,440)
62,588 117,211 179,799 148,749

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Older People North West Operating as Age Concern Derry

Notes on and forming part of the accounts for the year ended 31 March 2025 (continued)



Note .8.
Staff costs
Staff costs for the year were as follows: -
Wages and salaries

Social security costs

Presented as follows: -
Cost of charitable activities - catering costs
Governance costs - administration staff costs

2025 2024
£ £
124,117
103,675
3,938
2,685
128,055
106,360
12,285
17,308
115,769
89,053
128,055
106,360

The average number of persons employed by the company during the year was 5 (2024 - 6).

No employee received remuneration of more than £60,000 during the year (2024 – £60,000)

The directors, who serve in a voluntary capacity, received no emoluments from the company. Remuneration payable to key management personnel in the year was £27,338 (2024 - £27,338)

Note .9. Taxation

As a charity, Older People North West Operating as Age Concern Derry, is exempt

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Older People North West Operating as Age Concern Derry

Notes on and forming part of the accounts for the year ended 31 March 2025 (continued)

Note .10. Tangible Fixed assets

Note .10. Tangible Fixed assets
Equipment
and Motor
Buildings furniture vehicles Total
£ £ £ £
Cost or valuation
Balance at 1 April 2024 764,180 206,928 52,770 1,023,878
Additions - 19,566 - 19,566
Disposals - - (37,495) (37,495)
Balance at 31 March 2025 764,180 226,494 15,275 1,005,949
Accumulated depreciation
Balance at 1 April 2024 303,551 206,748 44,369 554,668
Released on disposal - - (37,495) (37,495)
Charge for the year 15,284 4,952 2,291 22,527
Balance at 31 March 2025 318,835 211,700 9,165 539,700
Net book value
Balance at 31 March 2025 445,345 14,794 6,110 466,249
Balance at 1 April 2024 460,629 180 8,401 469,210
The land, on which the company’s buildings are constructed, is subleased from
Northern Ireland Old Peoples Welfare Council Limited rent-free for 99 years
commencing 18 September 2002.
The Northern Ireland Old Peoples Welfare Council Limited is leasing the land from
Northern Ireland Council for Voluntary Action rent-free for 99 years commencing
18 September 2002.
Note .11. Debtors
2025 2024
£ £
Debtors - -
PAYE and social security - -
Prepayments 1,230 1,972
1,230
1,972

The Northern Ireland Old Peoples Welfare Council Limited is leasing the land from Northern Ireland Council for Voluntary Action rent-free for 99 years commencing 18 September 2002.

15

Older People North West Operating as Age Concern Derry

Notes on and forming part of the accounts for the year ended 31 March 2025 (continued)

Note .12. Creditors (amounts falling due Creditors (amounts falling due 2025 2024
within one year) £ £
Trade creditors 4,070 3,059
PAYE 1,686 1,858
Accruals 3,088 2,760
8,844 7,676
Note .13. Statement of funds
At At
1 April 31 March
2024 Income Expenditure Transfers
2025
Unrestricted funds
General reserve 163,170 164,461 122,852 -
204,779
Capital reserve 21,964 - - - 21,964
Designated fund 120,000 - - - 120,000
Total unrestricted funds 305,134 164,461 122,852 - 346,743
Restricted funds
Building fund 460,635 - 15,290 -
445,345
Wages fund - 112,737 112,737 -
Activities fund - - - - -
Total restricted funds 460,635 112,737 128,027 - 445,345
Total funds 765,769 277,198 250,879 - 792,088

Designated fund

Unrestricted funds in the sum of £120,000 has been designated for building repairs the trustees.

16

Older People North West Operating as Age Concern Derry

Notes on and forming part of the accounts for the year ended 31 March 2025 (continued)

Note .14. Analysis of net assets between funds

Fund balances at 31 March 2025 are represented by:

Unrestricted Funds

Restricted Designated
funds funds
£
£
Tangible fixed assets 445,345
-
Current assets - 120,000
Current liabilities
-
-
Total net assets445,345 120,000
2
General
Capital
reserve
reserve
Total
£
£
3,414 17,490 466,249
208,852 5,831 334,683
(7,487) (1,357) (8,844)
04,779
21,964
792,088

Capital reserve

The capital reserve account represents the value of the net assets taken over from the unincorporated body Age Concern Derry with effect from 1 April 1996.

17