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2023-03-31-accounts

Financial Statements

Y/E

31/03/23

3 Brook Street Coleraine BT52 1PW

Charity No. NIC106079

Age Concern Causeway – NIC106079

Statement of Financial Activities (Receipts and Payments Accounts)

For the period from 01 April 2022 to 31 March 2023

Incoming resources
Incoming resources from generated funds
Voluntary income (Note 1)
Activities for generating funds
Shop
Investment income
Incoming resources from charitable activities (Note 2)
Active Age Group
Community Support
Dementia
Total income
Resources used (Note 3)
Cost of generating funds
Fund Raising Expenses
Shop
Charitable activities
Active Age Group
Community Support
Dementia
Other resources used
Total expenditure
Net income / (expenditure) resources before transfer
Transfers
Gross transfers between funds - in
Gross transfers between funds - out
Net movement in funds
Reconciliation of funds
Total Cash funds brought forward
Total funds carried forward
Unrestricted Restricted
Total
Prior year
funds
funds
funds
total funds
31/03/2023
31/03/2023
31/03/2023
31/03/2022
£
£
£
£
3,422
32200
35,622
137,701
769
634
1,403
586
13,562
300
13,862
20,540
158
0
158
78
495
64
559
0
0
1,609
4,859
0
4,859
2,641
23,265
33,198
56,463
163,155
0
259
259
0
9,704
0
9704
9,791
264
472
736
6,143
1,098
1098
1,570
0
88,734
88734
75,609
6,930
3,609
10539
12,071
17,996
93,074
111,070
105,184
5,269
(59,876)
(54,607)
57,971
0
0
0
3,929
0
0
0
(3,929)
5,269
(59,876)
(54,607)
57,971
58,885
80,749
139,634
81663
64,154
20,873
85,027
139,634

Page 1

Age Concern Causeway Analysis of receipts and payments y/e 31/3/23

----- Start of picture text -----
Note 1
Voluntary Income 2023 2022
£ £
CC&GBC Grants 2,000 3,500
Community foundation NI 3,000
CRUN PHA Getting back Together 733 2,931
Donations 1,422 1,443
National Lottery Community Fund 28,467 123,419
NH&SC Trust 425
NRPB Culture, Arts & Heritage 983
The Honorable The Irish Scociety 2,000 2,000
WHSCT Meet & Eat Seed Funding 1,000
35,622 137,701
----- End of picture text -----

Note 2

Incoming Resources from Charitable Activities

NH&SC Trust Grants
Activities Income
Note 3
Total Resources Expended
Employment costs
Shop expenses
Rent
Venue Hire
Insurance
Heat & Light
Telephone & Internet
Repairs & maintenance
Sundry Equipment
PPE, Cleanng and Signage
Office & Computer expenses
Printing, postage & stationery
Subscriptions and donations
Lunch Club
Activities
Dementia Group costs
Dementia Transport costs
Training & Evaluation costs
Travel costs
Advertising & Promotion
Good Relations Activities
Accountancy fees
Independent Examiner's Fee
Fund Raising Expenses
AGM Expenses
Volunteer Meals and Expenses
Bank and Card charges
Sundry costs
Total costs
Active Age
Group
Dementia
Total
2022
£
£
£
£
4,859
4,859
4,250
559
559
0
559
4,859
5,418
4,250

Shop
Active Age
Group
Community
Support
Dementia
Other
Total
2022
£
£
£
£
£
£
£
2,912
859
60,292
2,447
66,510
64,840
364
364
803
4,980
3,984
996
9,960
9,960
314
3,923
4,237
3,764
735
588
147
1,470
1,413
628
502
90
1,220
1,094
85
170
1,274
170
1,699
1,481
150
150
103
319
319
0
113
113
200
720
720
1,149
69
622
182
873
519
95
95
80
0
2,375
422
422
2,614
2,339
2,339
2,496
11,247
11,247
4,218
205
205
1,597
3,963
42
4,005
2,492
42
42
150
0
296
2,540
2,540
3,066
948
948
0
259
259
0
68
68
160
814
814
0
44
44
0
407
407
314
9,704
736
1,098
88,993
10,539
111,070
105,184

Page 2

Age Concern Causeway – NIC106079

Statement of Assets and Liabilities

As at 31 March 2023

Cash at bank and in Hand

Santander Current Account
Santander Number 2 Account
Progressive Building Society
Petty Cash
Total Cash
Represented by
Unrestricted - General
CRUN PHA Getting Back Together
CCGBC Community Development Support
Dementia Services Fund
National Lottery Community Fund
WHSCT Seed Funding
Total
Liabilities
Estimated Bills outstanding
Venue Hire
Elecric Ireland
North Coast Community Transport
Computer Expenses
Independent examiner fee
Travel Expenses
Total
Fixed Assets
(Valuations estimated on assumption that
Office Equipment
Other Equipment
Other Assets
NHSCT Room Hire Rebate
NHSCT Transport Rebate
CCGBC Grants due
Unrestricted Restricted
Total
Prior year
£
£
£
£
12,727
20,792
33,519
15,537
20,066
20,066
112,744
31,319
31,319
11,274
42
81
123
79
Unrestricted Restricted
Total
Prior year
£
£
£
£
12,727
20,792
33,519
15,537
20,066
20,066
112,744
31,319
31,319
11,274
42
81
123
79
64,154
20,873
85,027
139,634
64,154
64,154
58,885
0
(357)
0
(2,000)
675
675
0
19,230
19,230
83,106
968
968
0
64,154
20,873
85,027
139,634
540
340
165
238
1,362
1,257
180
0
480
480
104
55
2,831
2,370
lifespan of assets is 5 years)
1,594
2,346
595
453
2,189
2,799
396
700
5,774
0
0
2000
6,170
2,700
540
340
165
238
1,362
1,257
180
0
480
480
104
55
2,831
2,370
2,189
2,799
396
700
5,774
0
0
2000
6,170
2,700

Page 3

Age Concem Causeway - NIC106079 Fund movement summary For the period from 01 April 2022 to 31 March 2023 Fund balan brought forward Fund balan￿$ carried forward FLtnd Incoming Outgoing Resources resources Transfers General fund 56,885 12,000) 1357) 23,266 2.000 733 17,996 64,155 CCGBC Community Development Support CRUN PHA Getting Back Together Dementia Services Fund 376 934 259 S75 National Lottery Communty Fund WHSCT Seed Funding Totals 83.106 28.467 92.344 19.229 968 139.634 56A64 111.071 85,027 Age Concern Causeway - Accounting Policies yle 31 March 2023 1 Basis of Financial Statements As the total income of the charity is less than £250,000 the trustees have elected to prepare its accounts on a Receipts and Payments basis in accordan￿ with the provisions in The Charities (Accounts and Reports) Regulations (Northem Ireland) 2015. 2 Fund accounting Unrestricted funds are general funds that are available for use at the trustees, discretion in furtherance of the objectives of the charity. Designated funds are unrestricted funds set aside at the discretion of the trustees for specific purposes. Restricted funds are those donated for use in a particular area or for spectfic purposes. the use of which is restricted to that area or purpose. 3 Allocation of Expenditure Establishment costs - Rent. Heat and Light and Insuran￿ were allocated according to area Salaries were allocated according to time spent per activity. Telephone & Intemet was allocated according to estimated usage per activity. Approved by the Trustees and signed on their behalf by Date 13 Page 4

Independent examiner's report to the charity trustees of Age Concern Causeway I report on the accounts of Age Concern Causeway for the year ended 31st March 2023 Res ective res onsibilities of chari trustees and examiner As the charity's trustees you are responsible for the preparation of the accounts in accordance with the It is my responsibility to.. O examine the accounts under section 65 of the Charities Act follow the procedures laid down in the general Directions given by the Commission under section 65(9){b) of the Charities Act state whether particular matters have come to my attention. Basis of inde endent examiner's re ort 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. My 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 charity trustees concerning any such matters. My role is to state whether any material matters have come to my attention giving me cause to believe.. 1. That accounting records were not kept in accordance with section 63 of the Charities Act 2. That the accounts do not accord with those accounting records 3. That the accounts do not comply with the accounting requirements of the Charities Act 4. Thal there is further information needed for a proper understanding of the accounts to be reached. Inde endent examiner's statement I have completed my examination and have no concerns in respect of the matters11) to (41 listed above and, in connection with following the Directions of the Charity Commission for Northern Ireland, I have found no tters that require drawing to your attention. Paul A Taylor Chartered Accountant Unit 4 12 Spittal Hill Bushmills Road Coleraine BT52 2 BY Date.. 1st July 2023