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2024-03-31-accounts

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 2023 to 31 March 2024

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
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
31/03/2024
31/03/2024
31/03/2024
31/03/2023
£
£
£
£
6,382
154384
160,766
35,622
2,044
363
2,407
1,403
12,775
0
12,775
13,862
663
0
663
158
233
233
559
4,574
13,069
17,643
4,859
26,438
168,049
194,487
56,463
85
0
85
259
8,399
2172
10571
9,704
1,846
1,041
2887
736
0
0
0
1,098
14
140,265
140279
88,734
8,832
13,746
22,578
10,539
19,176
157,224
176,400
111,070
7,262
10,825
18,087
(54,607)
0
0
0
0
0
0
0
0
7,262
10,825
18,087
(54,607)
64,154
20,872
85,026
139634
71,416
31,697
103,113
85,027

Page 1

Age Concern Causeway

Analysis of receipts and payments y/e 31/3/24

Note 1

----- Start of picture text -----
Voluntary Income 2024 2023
£ £
Donations 6,642 1,422
ASDA Foundation 400 0
CC&GBC Grants 1,799 2,000
CRUN PHA Getting back Together 0 733
John Moores Foundation 2,500 0
Halifax Foundation 1,000 0
National Lottery Community Fund 146,325 28,467
Quakers 600 0
Skipton Building Society 1,500 0
The Honorable The Irish Scociety 0 2,000
WHSCT Meet & Eat Seed Funding 0 1,000
160,766 35,622
----- End of picture text -----

Note 2

Incoming Resources from Charitable Activities

NH&SC Trust Grants
NH&SC Trust Refunds
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
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
King's Coronation Event
Bank and Card charges
Sundry costs
Total costs
Active Age
Group
Dementia
Total
2023
£
£
£
£
0
4,574
4,574
4,859
0
13,069
13,069
0
233
0
233
559
233
17,643
17,876
5,418
Shop
Active Age
Group
Dementia
Other
Total
2023
£
£
£
£
£
£
3,162
1,672
99,437
4,135
108,406
66,510
615
0
0
0
615
364
4,980
0
3,984
996
9,960
9,960
0
0
4,008
4,008
4,237
899
0
719
180
1,798
1,470
750
0
600
150
1,500
1,220
112
112
1,676
335
2,235
1,699
0
0
0
243
243
150
0
0
0
298
298
319
0
0
0
170
170
113
0
0
0
1,065
1,065
720
0
89
1,680
440
2,209
873
0
0
0
105
105
95
0
1,014
0
0
1,014
422
0
0
6,554
0
6,554
2,339
0
0
15,276
0
15,276
11,247
0
0
0
4,143
4,143
205
0
0
6,031
133
6,164
4,005
0
0
0
5,142
5,142
42
0
0
0
347
347
0
0
0
0
3,465
3,465
2,540
0
0
0
498
498
948
0
0
0
85
85
259
0
0
0
71
71
68
0
0
0
191
191
814
0
0
314
0
314
0
53
0
0
0
53
44
0
0
0
470
470
407
10,571
2,887
140,279
22,662
176,399
111,070

Page 2

Age Concern Causeway – NIC106079 Statement of Assets and Liabilities As at 31 March 2024

Cash at bank and in Hand

Santander Current Account
Santander Number 2 Account
Progressive Building Society
Petty Cash
Total Cash
Represented by
Unrestricted - General
National Lottery Community Fund
Dementia Services Fund
CCGBC Meet and Eat Fund
CCGBCPCSP Fund
Quakers Meet and Eat Fund
Halifax Foundation Meet and eat Fund
WHSCT Seed Funding
Total
Liabilities
Estimated Bills outstanding
Venue Hire
Elecric Ireland
North Coast Community Transport
West Bann Development Training
Computer Expenses
JH Office Supplies
Postage
Independent examiner fee
Travel Expenses
Total
Fixed Assets
(Valuations estimated on assumption that
Office Equipment
Other Equipment
Other Assets
NHSCT Venue Hire Rebate
NHSCT Transport Rebate
Sumup Shop Sales due
NHSCT Grants due
Unrestricted Restricted
Total
Prior year
£
£
£
£
624
31,670
32,294
33,519
39,108
0
39,108
20,066
31,655
0
31,655
31,319
29
28
57
123
71,416
31,698
103,114
85,027
71,416
0
71,416
64,154
0
27,275
27,275
19,230
0
1,136
1,136
675
0
216
216
0
0
999
999
0
0
600
600
0
0
866
866
0
0
606
606
968
71,416
31,698
103,114
85,027
2,202
540
354
165
4,664
1,362
405
0
160
180
204
0
49
0
500
480
27
104
8,565
2,831
lifespan of assets is 5 years)
1,242
1,594
418
595
1,660
2,189
696
396
2,207
5774
441
0
229
0
3,573
6,170

Page 3

Age Concern Causeway - NIC106079 Fund movement summary For the period from 01 April 2023 to 31 March 2024 Fund balances brought forward Fund balan￿S carried forward Incoming Resources Oulgoing resources Fund Transfers General fund 64155 26438 19175 71418 ASDA Foundation 400 400 CCGBC King's Coronation Fund CCGBCPCSP Fund 300 300 999 999 CCGBC Meet and Eat Fund 500 286 214 Dementia Services Fund 675 623 161 1137 Halifax Foundation Nl 1000 134 866 John Moores Foundation 2500 2500 National Lottery Community Fund NHSCT Transport Fund NHSCT Venue Hire Fund Society of Fiiends Meet and Eat Fund Skipton Building Society WHSCT Seed Funding Totals 19229 146325 138279 27275 11889 11889 1180 1180 6(M) 600 15C(I 1500 968 233 596 605 85027 194487 176400 103114 Age Concern Causeway - Accounting Policies yle 31 March 2024 1 Basis of Financial Statements As the total income of the charity is less than £250,000 the Iruslees have elected to prepare tts accounts on a Receipts and Payments basis in accordance with the provisions in The Chanties {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 specific purposes, the use of which is restricted to that area or purpose. 3 Allocation of Expenditure Establishment costs - Renl. Heat and Light and Insurance were allocated according to area. Salaries were allocated according to time spenl per activity. Telephone & Inlernet was allocated according to estimated usage per aclivity- Approved by the Trustees and signed on their behalf by Date 13 2u24 Page 4

Independent examinerfs report to the charity trustees of Age Concern Causeway I report on the accounts of Age Concem Causeway for the year ended 31st March 2024 Res ective res onsibilities of chari trustees and exarniner 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 L] follow the prO￿dureS 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 examinerfs 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 Northem 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 conceming 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 accordan￿ 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. That there is further information needed for a proper understsnding of the accounts to be reached. Inde endent examinerfs statement I have completed my examination and have no concems 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 ma rs 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 2024