## Trustees’ Annual Report 

Bodmin and District Age Concern Registered Charity Number: 275775 For the Year Ended: 2025 

Reference and administrative detail details 

## Trustees 

- Diana Gerry 

- Michael Barbery 

- Thelma Brice 

- Bridget White 

- Penny Connor 

## Structure, Governance and Management 

Bodmin and District Age Concern is governed by a constitution, an update of which was adopted in December 2023. The charity is managed by a committee of volunteers, who meet four times each year. An Annual General Meeting (AGM) is held in November, at which trustees are elected or re-elected. Trustees are responsible for the overall governance and strategic direction of the charity and for ensuring it is managed in accordance with its governing document and relevant legislation. 

## Objectives and Activities 

The charity exists to promote companionship and reduce social isolation among older residents in Bodmin and the surrounding district. We achieve this through the provision of a weekly social, friendship and luncheon club in a safe, inclusive and welcoming environment. 

## Public Beneft 

The Trustees confirm that they have complied with their duty under Section 17 of the Charities Act 2011 to have due regard to the Charity Commission’s guidance on public benefit. 

Membership is open to residents aged 50+ in the local community. In addition to weekly social gatherings and meals, we organise trips, entertainment and seasonal events which support wellbeing, companionship and active participation in community life. 

## Achievements and Performance - Membership and Community Engagement 

Membership continues to increase and currently stands at 110 members. 

We continue to encourage wider community involvement by hosting a regular Monday evening bingo session which is open to the public. This supports both social inclusion and fundraising. 

The charity also works in partnership with local community groups, including schools, choirs and churches, who join us for seasonal and festival celebrations. These activities promote intergenerational engagement and strengthen local connections. 



## Volunteers 

The charity is supported by a committed team of 11 regular volunteers who assist in delivering weekly sessions and supporting activities. 

## Future Development 

The Trustees have identified a long-term goal of securing premises for a small charity shop within the town. This would strengthen financial sustainability and support the continuation of the charity’s services. 

## Financial Review 

## Income and Expenditure 

Total income for the year was £28,744.68, derived mainly from fundraising activities, donations and member contributions. 

Total expenditure for the year was £16,110.25, primarily relating to venue costs, catering, activities and entertainment. 

## Reserves 

The Trustees have agreed to begin setting aside funds towards the potential future acquisition of a capital asset, specifically premises for a charity shop. 

## Risk Management 

The Trustees have considered the major risks to which the charity is exposed and have taken appropriate steps to manage these. 

Public liability insurance is in place. Health and Safety procedures relating to volunteers and activities are reviewed regularly. 

## Trustee Declaration 

The Trustees declare that they have approved this report. Signed on behalf of the Trustees: 

Chair 


Date:  4[th] March 2026