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2023-12-31-accounts

==> picture [202 x 51] intentionally omitted <==

Trustees’ Annual Report for the period

From 1.1.23 Period start date To 31.12.23 Period end date Charity name: Tavistock Community Transport Association

Charity registration number: 1171763

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governingdocument
Para 1.17 To provide a community transport
service for the residents of Tavistock and
the surrounding area
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.
Para 1.17 and
1.19
We provide transport for those residents
who are in need, due to age, sickness or
disability, poverty or a lack of availability
of public transport services
In addition to transporting 8,000+
passengers to and from Tavistock each
year we make an invaluable contribution
to mental and physical health, especially
for senior members of the community.
Our regular service promotes activity,
combats loneliness and fosters social
interaction.
We support the local economy and
tourism by promoting leisure activities
such as walking and cycling.
We also provide support for other
organisations. e.g W.I. Rotary, Youth
Club etc.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para 1.18 Yes

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference Para 1.38 Policy on grant making

Para 1.38 Policy on social investment including program related investment All drivers and other staff are volunteers Para 1.38 Contribution made by volunteers Other

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.
Para 1.20 During the period our services have
continued to recover passenger numbers
following the pandemic. Passenger
numbers were still reduced from
prepandemic levels
We continue to try to recruit new drivers
We have developed a new website and
have been running an advertising
campaign for our routes and for new
drivers

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against
objectives set
Para 1.41
Performance of fundraising
activities against objectives
set
Para 1.41
Investment performance
against objectives
Para 1.41

Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of theperiod
Para 1.21 The Charity is in a healthy financial
position
Statement explaining the
policy for holding reserves
statingwhytheyare held
Para 1.22 The policy is to hold reserves to allow the
purchase of a new bus every 6 years
Amount of reserves held Para 1.22 £80,000
Reasons for holding zero
reserves
Para 1.22 n/a
Details of fund materially in
deficit
Para 1.24
Explanation of any
uncertainties about the
charity continuing as a going
concern
Para 1.23 none

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal
sources of funds (including
any fundraising)
Para 1.47 County Council ticket reimbursement re
passengers using bus passes
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46
A description of the principal
risks facing the charity
Para 1.46 Lack of volunteers and any government
change re bus passes for senior citizens
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)
Para 1.25 Constitution
How is the charity
constituted?
(e.g unincorporated
association, CIO)
Para 1.25 Charitable Incorporated Organisation
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees
Para 1.25 Appointed by request

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures
adopted for the induction and
training of trustees
Para 1.51 Policies agreed :
Safeguarding, Harassment & Bullying
Health & Safety
Complaints
Induction & Training of new drivers
Maintenance
Emergency Procedures
Risk Assessment
The charity’s organisational
structure and any wider
network with which the
charity works
Para 1.51
Relationship with any related
parties
Para 1.51 Member of the Community Transport
Association
Other

Reference and Administrative details

Charityname Tavistock CommunityTransport Association
Other name the charity uses Tavistock Country Bus
Registered charitynumber 1171763
Charity’s principal address 4 Hazel Grove
Yelverton
Devon
PL20 6DX

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Trustee name Office (if any) Dates acted if not for whole
**year **
Name of person (or body) entitled
to appoint trustee (ifany)
JeremyLangton Chairman
Robin Burdfield Treasurer
Roger Huish Passenger data
Colin Grice Maintenance
John Carr Secretary

Corporate trustees – names of the directors at the date the report was approved Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Jeremy Langton Full name(s) Jeremy Adam Langton Position (eg Secretary, Chairman Chair, etc) Date 22.2.24

TAVISTOCK COMMUNITY TRANSPORT ASSOCIATION

YEAR ENDED 31ST DECEMBER 2023

OPERATING STATEMENTS

Tavistock Community Transport Association

Operating Statement

Year Ended 31st December 2023

2022
£
INCOME:
577
Fares
319
Sundries
4,735
Operating subsidies - Cornwall Council
20,697
Operating subsidies - Devon County Council
136
Operating subsidies - Other
780
Fuel Duty Rebate
-
DCC Grant
6,407
Donations/tips
-
Interest on deposit accounts
33,652
TOTAL
EXPENDITURE:
6,105
Fuel
1,505
Services & Repairs
322
Bus Hire/ TASS charges
1,661
Licence & Insurances
188
Postage & Telephone
330
Printing/ Publicity & Stationery
122
Officers' expenses
1,024
Drivers' Dinner
-
Training
356
Accountancy & Professional
413
Sundry expenses
500
Ticketer licence (& machine)
9,458
Depreciation
21,984
TOTAL
11,668
Excess of Income/ (Expenditure)
2023
£
723
-
3,312
15,637
82
1,954
2,489
976
2,483
27,655
5,320
4,828
459
1,714
168
2,261
176
1,357
703
280
276
3,207
9,458
30,209
2,554
-

INCOME

Date Description Total Amount Fares Fuel Rebate
4.1.2023 Fares/Tips 297.67 98.00
9.1.2023 Cornwall CC 532.50
10.1.2023 Devon CC 1,000.00
17.1.2023 Fuel Rebate 293.17 293.17
20.1.2023 VAT Rebate 436.83
31.1.2023 Devon CC 498.34
2.2.2023 Fares/Tips 2.36 2.36
6.2.2023 Cornwall CC 157.50
10.1.2023 Devon CC 1,000.00
17.2.2023 Fares/Tips 3.93 3.93
24.2.2023 Fares/Tips 3.94 3.94
9.3.2023 Devon CC 1,000.00
9.3.2023 Cornwall CC 146.25
14.3.2023 Fares/Tips 138.30 55.00
14.3.2023 Fares/Tips 1.97 1.97
31.3.2023 Fuel Rebate 7.12 7.12
Totals Jan1st - Mar31st 5,519.88 165.20 300.29
6.4.2023 Cornwall CC 521.25
11.4.2023 Devon CC 2,489.00
13.4.2023 Devon CC 1,000.00
18.4.2023 Fuel Rebate 404.17 404.17
25.4.2023 Devon CC 281.49
3.5.2023 Vat refund 423.13
4.5.2023 Fares 7.86 7.86
10.5.2023 Fares 2.95 2.95
11.5.2023 Devon CC 1000.00
12.5.2023 Fares/Tips 200.12 80.46
12.5.2023 Fares 7.87 7.87
18.5.2023 Fares 2.05 2.05
22.5.2023 Cornwall CC 146.25
24.5.2023 Fares 3.90 3.90
7.6.2023 Fares 7.77 7.77
8.6.2023 Devon CC 1,000.00
19.6.2023 Cornwall CC 146.25
Totals 1st April - June 30th 7,644.06 112.86 404.17
6.7.2023 cornwall cc 375.00
10.7.2023 fares/tips 412.95 201.00
10.7.2023 devon cc 1,000.00
17.7.2023 fuel rebate 395.40 395.40
18.7.2023 VAT refund 1,284.90
20.7.2023 cornwall cc 146.25
25.7.2023 fares/tips 2.91 2.91
1.8.2023 fares/tips 2.15 2.15
2.8.2023 devon cc 1,184.02
8.8.2023 fares/tips 11.57 11.57
9.8.2023 devon cc 1,000.00
15.8.2023 torbay cc 82.07
16.8.2023 fares/tips 1.56 1.56
21.8.2023 cornwall cc 146.25
4.9.2023 fares/tips 1.95 1.95
12.9.2023 fares/tips 1.91 1.91
18.9.2023 cornwall cc 156.42
19.9.2023 devon cc 1,000.00
Totals 1.7.2023 - 30.9.2023 7,205.31 223.05 395.4
5.10.2023 cornwall cc 375.00
05.10.2023 cash fares and tips 471.09 210
09.10.2023 devon cc 1,000.00
18.10.2023 lions donation 100.00
19.10.2023 cornwall cc 174.12
24.10.2023 VAT refund 567.35
24.10.2023 devon cc 1,672.69
24.10.2023 fuel rebate (dept of transport) 470.96 470.96
7.11.2023 fuel rebate (dept of transport) 58.83 58.83
8.11.2023 devon cc 1,000.00
8.11.2023 fares 1.93 1.93
10.11.2023 fares 1.95 1.95
16.11.2023 cornwall cc 154.00
17.11.2023 fuel rebate (dept of transport) 324.65 324.65
17.11.2023 fares 1.95 1.95
11.12.2023 devon cc 1,000.00
12.12.2023 fares 3.89 3.89
22.12.2023 cornwall cc 134.88
28.12.2023 fares 1.95 1.95
31.12.2023 Interest accrued on deposit a/c's 2,482.59
Totals Oct 1st - Dec31st 2023 9,997.83 221.67 854.44
Totals !st Jan 2023 - Dec31st 2023 30,367.08 722.78 1,954.30

Tavistock Community Transport Association - 20

2023

Op Subsidies………………………………. Op Subsidies………………………………. Op Subsidies………………………………. VAT Refund Sundries Grants Tips
devon cornwall torbay
199.67
532.50
1,000.00
436.83
498.34
157.50
1,000.00
1,000.00
146.25
83.30
3,498.34 836.25 - 436.83 - - 282.97
521.25
2,489.00
1,000.00
281.49
423.13
1,000.00
119.66
146.25
1,000.00
146.25
3,281.49 813.75 - 423.13 - 2,489.00 119.66
375.00
211.95
1,000.00
1,284.90
146.25
1,184.02

1,000.00

1,000.00
82.07
146.25
156.42
1000
4184.02 823.92 82.07 1284.9 - - 211.95
375
261.09
1,000.00
174.12
567.35
1672.69
1,000.00
154.00
1,000.00
134.88
4672.69 838.00 0.00 567.35 0.00 0.00 261.09
15,636.54 3,311.92 82.07 2,712.21 0.00 2,489.00 875.67
VAT Donations Interest Control Total
accrued
- - 5,519.88
- - 7,644.06
2,482.59
0.00 100.00 2,482.59 9,997.83
0.00 100.00 2,482.59 30,367.08

Tavistock Co

EXPENSES

Date Description Total Amount VAT Fuel
8.1.2023 Carrs 516.34 86.05 430.29
12.1.2023 Telephone 16.80 2.80
14.1.2023 sjp motors 95.55 6.00
14.1.2023 colin grice 45.39 3.40
16,1,2023 Robin -vat submission 20.00
1.2.2023 Carrs garage 439.80 73.29 366.51
3.1.2023 Bedford Hotel deposit 100.00
3.2.2023 colin grice 7.50 1.25
6.2.2023 Derek - fuel 135.97 17.66 88.31
10.2.2023 Telephone 16.80 2.80
13.2.2023 Nigel - Accounts 200.00
1.3.2023 Carrs garage 303.35 50.55 252.80
8.3.2023 North dev voluntary 126.90
13.3.2023 Telephone 16.80 2.80
13.3.2023 sjp motors 93.60 15.60
13.3.2023 sjp motors 95.55 6.00
13.3.2023 sjp motors 307.26 51.21
13.3 2023 colin grice 63.58 10.60 45.48
13.3.2023 ABC 9.00 1.50
20.3.2023 Derek -cleaning 30.00
20.3.2023 Ray - Fuel 80.00 13.34
20.3.2023 simply outdoors 50.00 8.33
23.3.2023 Carrs garage 322.92 53.81 269.11
30.3.2023 Bill Andrew - Fuel 96.87 16.14 80.73
Totals Jan 1st - Mar31st 3,189.98 423.13 1,533.23
1.4.2023 Bedford Hotel deposit 963.00 177.17
1.4.20232 Ray - Fuel 99.22 16.54 82.68
6.4.2023 North Devon (training) 534.60
6.4.2023 Ticket Licences 462.47 77.08
8.4.2023 Fuel 83.02 13.84 69.18
13.4.2023 Fuel 61.68 10.28 51.40
14.4.2023 telephone 16.80 2.80
17,4,2023 Fuel 69.58 11.60 57.98
20.4.2023 Fuel 82.09 13.68 68.41
24.4.2023 Fuel 66.35 10.89 55.46
24.4.2023 Fuel 98.32 16.38 81.94
25.4.2023 Robin (committee meeting) 52.30 8.72
26.4.2023 Robin (VAT submission) 20.00
28.4.2023 Willis Garage 2,206.55
30.4.2023 Robin (Drivers dinner bar bill) 562.00 93.65
30.4.2023 Ray - Fuel and parking 71.99 11.50 57.49
30.4.2023 Graphics 40.00
4,5,2023 Rentafford 535.00 75.83
4.5.2023 Bill (fuel) 90.44 15.07 75.37
8.5.2023 Tavy Times Advert 70.80 11.80
9.5.2023 Chris (Fuel) 58.72 9.79 48.93
12.5 2023 telephone 16.80 2.80
15.5. 2023 Bill (fuel) 53.78 8.96 44.82
17.5.2023 Bus Tax 165.00
18.5.2023 Roger - Fuel 76.37 12.73 63.64
19.5.2023 Bill (fuel) 59.17 9.86 49.31
23.5.2023 Tavy Times Advert 70.80 11.80
23.5.2023 Tavy Times Advert 70.80 11.80
24.5.2023 Jeremy - Fuel 72.50 12.08 60.42
30.5.2023 derek de glanville fuel+wash 84.40 9.07 45.33
30.5.2023 derek de glanville fuel (late) 79.47 13.25 66.22
30.5.2023 ABC 78.00
10.6.2023 Tavy Times Advert 70.80 11.80
10.6.2023 Tavy Times Advert 70.80 11.80
10.6.2023 Tavy Times Advert 70.80 11.80
12.6.2023 telephone 16.80 2.80
13.6.2023 Corvia (Ticketer) 3,386.40 564.40
13.6.2023 Bedford Hotel deposit 80.00 13.33
23.6.2023 Charity Bank deposit 15,000.00
Totals 1st April - 30th June 25,767.62 1,284.90 978.58
01/07/23 advert 53635 70.80 11.80
02/07/23 parking 10.20 1.70
04/07/23 fuel 575.54 95.91 479.63
04/07/23 advert 53255 70.80 11.80
04/07/23 advert 53517 70.80 11.80
06/07/23 robin - bedford meeting bar bill 57.70
10/07/23 tavy signs 300.00 50.00
12/07/23 telephone 16.80 2.80
13/07/23 VAT Submission 20.00
13/07/23 Ad Blue 14.99 2.50 12.49
20/07/23 medical 80.00 13.33
24/07/23 advert 71.60 11.80
24/07/23 advert 53846 70.80 11.80
25/07/23 advert 54069 70.80 11.80
25/07/23 fuel 50.57 8.43 42.14
27.7.2023 ABC 168.66
30/07/23 bus wash 10.00
03/08/23 advert 54428 70.80 11.80
03/08/23 advert 54626 70.80 11.80
03/08/23 derek fuel 82.93 13.82 69.11
03/08/23 lamerton stores 450.86 75.13 375.73
06/08/23 parking 10.20 1.70
10/8/20223 telephone 16.80 2.80
12/08/23 sjp motors 99.60 16.60
12/08/23 adbert 54806 70.80 11.80
14/08/23 fuel 84.94 14.15 70.79
25/08/23 fuel 88.60 14.77 73.83
26/08/23 bus insurance 1,268.86
26/08/23 advert 55179 70.80 11.80
26/08/23 roger parking 5.40
30/08/23 advert 54900 70.80 11.80
31/08/23 jeremy parking 11.50
31/08/23 public liability insurance 280.00
1.9.2023 advert 55323 70.80 11.80
1.9.2023 sjp motors 236.54 39.42
1.9.2023 colin -screenwash 23.05 3.84
5.9.2023 fuel 325.62 54.25 271.37
12.9.2023 telephone 16.80 2.80
17.9.2023 advert 55499 70.80 11.80
Totals 1/7/2023 - 30.9.2023 5,227.36 567.35 1,395.09
02.10.2023 Bedford Hall Hire 40.00
02.10.2023 Fuel 679.70 113.30 566.40
02.10.2023 advert 56044 70.80 11.80
03.10.2023 advert 55675 70.80 11.80
03.10.2023 advert 55854 70.80 11.80
10.10.2023 bus parking 10.00
10.10.2023 advert 56221 70.80 11.80
10.10.2023 bus parking 5.00
11.10.2023 telephone 16.80 2.80
18.10.2023 VAT submission 20.00
18.10.2023 advert 56400 70.80 11.80
31.10.2023 advert 56770 70.80 11.80
31.10.2023 advert 56605 70.80 11.80
3.11.2023 Fuel 555.90 92.66 463.24
6.11.2023 parking 10.20
10.11.2023 telephone 16.80 2.80
18.11.2023 advert - 57126 70.80 11.80
18.11.2023 advert56940 70.80 11.80
18.11.2023 advert 56770 70.80 11.80
19.11.2023 colin -various bus bits 47.50 7.92
25.11.2023 bus ticket 5.20
26.11.2023 sjp motors 538.74 89.79
26.11.2023 sjp motors 77.55 3.00
26.11.2023 colin -various bus bits 16.82 2.80
3.12.2023 advert 57506 70.80 11.80
3.12.2023 advert 57296 70.80 11.80
3.12.2023 jeremy -bus ticket 4.00
3,12,2023 robin - bedford bar (meeting) 59.25 9.87
3.12.2023 colin -various bus bits 34.80 5.80
4.12.2023 Fuel - lamerton stores 460.39 76.73 383.66
4.12.2023 advert 57649 70.80 11.80
11.12.2023 charity bank xfer-see bank acc 4,365.35
12.12.2023 telephone 16.80 2.80
18.12.2023 advert 57807 70.80 11.80
18.12.2023 advert 58017 70.80 11.80
18.12 2023 Bedford hall hire 40.00
18.12.,2023 sjp motors 852.94 142.16
-
Totals 1st October - dec 31 2023 8,935.74 729.43 1,413.30
-
Totals 1 Jan - Dec 31 2023 43,120.70 3,004.81 5,320.20
-
-
-

ommunity Transport Association - 20 2023

Tax and Officer
Repairs and running Insurance Expenses Professional Drivers Dinner Sundries
89.55
41.99
20.00
100.00
6.25
30.00
200.00
78.00
89.55
256.05
7.50
30.00
66.66
681.80 0.00 0.00 220.00 100.00 13.75
785.83
43.58
20.00
2,206.55
468.35
3.00
40.00

==> picture [350 x 656] intentionally omitted <==

----- Start of picture text -----
165.00
30.00
66.67
2,236.55 165.00 0 40.00 1,257.18 130.25
8.50
57.70
250.00
20.00
66.67
10.00
8.50
83.00
1,268.86
5.40
11.50
280.00
197.12
19.21
----- End of picture text -----

567.83 1,548.86 57.7 20.00 0 92.07
40.00
10.00
5.00
20.00
10.20
39.58
5.20
448.95
74.55
14.02
4.00
49.38
29.00
40.00
710.78
1,342.08 - 118.58 - - 40.00
4,828.26 1,713.86 176.28 280.00 1,357.18 276.07
Postage/Phone Hire Printing / Publicity Tickets/ Ticketer Training Bankl Xfer
14.00
14.00
126.90
14.00
7.50
41.67
42.00 0.00 7.50 0.00 168.57
534.60
385.39
14.00
459.17
59.00
-
14.00
59.00
59.00
78.00
59.00
59.00
59.00
14.00
2,822.00
15,000.00
42.00 459.17 432.00 3,207.39 534.60 15,000.00
59.00
59.00 #
59.00
14.00
59.80
59.00
59.00
168.66
59.00
59.00
14.00
59.00
59.00
59.00
59.00
14.00
59.00
42.00 - 936.46 - - -
59.00
59.00
59.00
59.00
14.00
59.00
59.00
59.00
14.00
59.00 -
59.00
59.00
59.00
59.00
59.00
4,365.35
14.00
59.00
59.00
42.00 - 885.00 - - 4,365.35
168.00 459.17 2,260.96 3,207.39 703.17 19,365.35

Control 3.189.98

25,767.62

5.227.36 8.935.74 43.120.70

Tavistock Community Transport Association

Year Ended 31st Decemberr 2023

TREASURER'S CERTIFICATE

I certify that I have examined and hereby approve the attached Operating Statements and that I have made available all relevant documents and information for the preparation of these accounts.

HONORARY TREASURER

ACCOUNTANT'S CERTIFICATE

The attached Operating Statements have been prepared and audited from the records, receipts and explanations supplied by the Hon. Treasurer and are certified in accordance herewith.

NIGEL W. RENDLE ACMA, CGMA.

DATED:

Tavistock Community Transport Association

2022
£
56,750
18,916
Balance Sheet
As at 31st December 2023
£
FIXED ASSETS:
Motor Vehicles:
New Vehicle at Cost (Dec 2020)
Less Accumulated Depreciation
37,834
Equipment
Acquisitions at Cost
Less Accumulated Depreciation
-
CURRENT ASSETS:
Debtors & Prepayments
Bank Current Account
Charity Bank Accounts (3 off)
Cash in Hand
100,016
less CURRENT LIABILITIES:
200
-
Trade & Sundry Creditors
137,650
TOTAL ASSETS:
REPRESENTED BY GENERAL RESERVES:
Balance brought forward
Surplus/(deficit) for year
137,650
137,650
TOTAL GENERAL RESERVES:
2023
£
229
229
£
56,750
28,374
229
229
28,376
-
106,920
200
-
437
29,566
70,000
13
729
14,330
91,848
13
125,982
11,668
137,650
2,554
-
135,096
135,096
135,096

Tavistock Community Transport Association

Year Ended 31st Decemberr 2023

TREASURER'S CERTIFICATE

I certify that I have examined and hereby approve the attached Operating Statements and that I have made available all relevant documents and information for the preparation of these accounts.

HONORARY TREASURER

ACCOUNTANT'S CERTIFICATE

The attached Operating Statements have been prepared and audited from the records, receipts and explanations supplied by the Hon. Treasurer and are certified in accordance herewith.

NIGEL W. RENDLE ACMA, CGMA.

DATED: