CHARITY
COMMISSION FOR
ENGLAND AND WALES
Trustees' Annual Report for the period
From 1st April 2022 to 31st March 2023
Charity name : Saltash & District Age Concern Committee and Saltash Red Bus (Trading Arm of Saltash & District Age Concern)
Charity registration number : 290997
Objectives and Activities
Summary of the purposes of the charity as set out in its Governing document
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.
Statement
confirming
whether the trustees have had
regard to the guidance issued by the
SORP reference
Para 1.17
Para 1.17 and
1.19
Para 1.18
To promote welfare of anyone, in any manner which is now, or hereafter may be deemed by law , to be charitable within the PL Postal area.
To raise money ; open bank accounts; take out insurance. To work with other charitable groups and exchange non-sensitive information. To do anything lawful which will help Saltash & District Age Concern Committee to fulfil its aims.
All Saltash & District Age Concern Committee and Saltash Red Bus Trustees are fully conversant and compliant with the guidance issued by the Charity Commission on Public Benefit .
Charity Commission on
public benefit
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Para 1.38 N/A
Policy on grant making
Policy on social investment
including program related
investment
Para 1.38 N /A
Contribution made by
volunteers
Other
Para 1.38
Between the two organisations - Saltash & District Age Concern and Saltash Red Bus - have 25 volunteers who provide: - a weekly luncheon for 40+ senior citizens; drive min- buses for shopping, Sunday lunch, theatre, museum and seaside trips.
They also provide minibuses and drivers to other similar organisations for their members to take part in similar activities.
N /A
Achievements and Performance
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.
SORP reference
Para 1.20
The main objective of the Saltash & District Age Concern was to provide senior citizens with an opportunity to come together, in a communal space, and enjoy a freshly
cooked meal, with various entertainment activities .
The setting up of the Saltash Red Bus has allowed the charity to utilise the 8 minibuses and other vehicles in its fleet, together with the 10 volunteer drivers, to provide the same groups with access to other recreational and informative
activities, both on and off site.
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements
objectives set
against Para 1.41 Saltash & District Age Concern has provided meals etc. for over 40 years to the senior citizens of Saltash .
Also, by providing access of the Saltash Red Bus minibuses and volunteer drivers to other groups in the PL area , Saltash Red Bus earns an income to subsidise the aims
of the Saltash & District Age Concern .
Performance of fundraising
activities against objectives set
Investment performance
against objectives
Other
Para 1.41 N/ A
Para 1.41
N/A
S
During the lockdown periods of the pandemic years of 2020/21, Saltash Red Bus, in
collaboration with a local pub and a local bakery, provided more than 10,000 meals to senior citizens, and others in the PL area , who were unable to leave their homes due to underlying health conditions . They also delivered eggs , milk , bread and other groceries as requested .
Financial Review
Review of the charity's financial
position at the end of the period
Statement explaining the policy for holding reserves stating where they are held
Para 1.21
Para 1.22 The charity's position at the end of the fiscal year 2022/2023 is a very healthy one. This is due to setting up Saltash Red Bus as the trading arm of the Saltash & District Age Concern Committee.
Currently the income generated by the Saltash Red Bus is held in a separate account to that of the
Saltash & District Age Concern Committee. Once the Saltash Red Bus account has been audited, any profit, above that which will be required to maintain the Saltash Red Bus minibus fleet, will be transferred to the Saltash & District Age Concern Committees bank accounts.
Amount of reserves held
Para 1.22 £35,500.52
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Reasons for holding zero
Para 1.22
N/A
reserves
Details of fund materially in
deficit
Para 1.24
N /A
Explanation of
any
Para 1.23
NONE
uncertainties about
the
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charity continuing as a going
concern
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
The principal source of income for the Saltash & District Age Concern Committee, has been derived from money collected from those members attending the Lunch
Club meals.
Investment policy and objectives including any
Para 1.46 social investment policy adopted N/A
A description of the principal Para 1.46 NONE risks facing the charity
Other
NONE
Structure, Governance and Management
Description of charity's
trusts:
Type of governing document
Para 1.25
Saltash & District Age Concern Committee (Saltash Red Bus- trading arm)
buse deed royal charter How is the charity constituted ?
Constitutional Para 1.25 Saltash & District Age Concern is a separate charity affiliated to AGE UK .
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
Trustees are appointed in relation to the position in which they serve the charity.
e.g. Chairman; Secretary; Treasurer etc.
Additional information (optional)
You may choose to include further statements where relevant about :
Policies and procedures Para 1.51 N/A
adopted for the induction
and training of trustees .
The charity's organisational structure and any wider network with which the charity works Para 1.51 AGE UK
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Para 1.51
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Relationship with any related parties
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Saltash Red Bus
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Other
Reference and Administrative details
Charity name
Other name the charity
uses
Registered charity number
Charity's principal address
Saltash & District Age Concern Committee
Saltash Red Bus
290997
11 The Speares, Latchbrook, SALTASH, Cornwall PL12 Funds held as custodian trustees on behalf of others
Description of the assets NONE
held in this capacity
Name and objects of the N/A charity on
whose behalf the assets are held and how this falls within the custodian charity's objects Details of arrangements for N /A
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
adviser
Address
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personal details
Other optional information
Names of the charity trustees who manage charity
TRUSTEE NAME OFFICE (IF ANY ) DATES ACTED 1 ADRIAN SHERGOLD CHAIR 2 ELIZABETH EDGECUMBE VICE CHAIR 3 DIANE SHANN 4 JILLIAN PROUT SECRETARY TREASURER S MARY GRANT MANAGER LUNCH CLUB 6 MICHAEL FINCH MANAGER SALTASH RED BUS 7 YVONNE HOPE TREASURER SALTASH RED BUS 8 Q (IF NOT WHOLE YEAR Name of person ( or body) entitled to appoint trustee ( if any)
10
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
SALTASH & DISTRICT AGE CONCERN SALTASH RED BUS Receipts and Payments Account 5TH APRIL 2022 TO 4TH APRIL 2023 Receipts (In) 2022123 2021122 CORNWALL COUNCIL SCHOOL RUNS SALTASH RED BUS - PL12 SHOPPING TRIPS.VISITS ETC CORONA VIRUS - SENIOR CITIZENS LUNCHESIFOOD 112684.50 13,368.50 0.00 39,841.00 10,614.50 5,985.50 Sub total 126053.00 56441.00 Payments (Out) FOOD 0.00 5367.00 ROAD TAXIINSURANCE 6344.81 3301.75 FUEL 22536.10 10529.43 MOT & OTHER CHECKS 8266.06 9738.99 REPAIRS & RENEWALS SUNDRIES WAGES EXPENSES MINIBUS PURCHASES 4152.75 13382.38 19048.85 7219.33 32584.97 Sub Total 107192.4 1501.54 2777.92 0.00 0.00 23556.50 56773.13 Surplus or (DficIt I for the Year 18860.56 -3J2.13 Brought Forward fmm 2021122 20700.4 Blfwd from 2020121 21032.53 Carried forward to financial year 202312024 39560.96 clfwd to 2022123 20700,40 Assets and Liabilites.. In addition to the above cash balances has 16 minibuses and vans to the value of £ and there are no other assets or liabilities. Prepared by: (printed namely 5H4qP£ Sl8nature & Datè: Mrs. Iprinted namel Sl8nature & Date: -- 2024
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
| Report to the trustees/ members of On accounts for the year ended Set out on pages |
The Saltash Age Concern Committee | The Saltash Age Concern Committee | The Saltash Age Concern Committee |
|---|---|---|---|
| 31/03/2023 | Charity no (if any) |
290997 | |
| 1-2 |
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 09/03/2021.
Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
-
the accounting records were not kept in accordance with section 130 of the Charities Act; or
-
the accounts did not accord with the accounting records; or
-
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Date: 30[th] January 2026
Signed: Name: Jonathan Lambert (MICB, PM.Dip) Institute of Certified Bookkeepers (ICB) Member 405918 Relevant professional qualification(s) or body ICB Practice Licence Number 22531 (if any):
1
Oct 2018
IER
Address:
April Sunset, Latchley Gunnislake, Cornwall PL18 9AX
Section B Disclosure
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
2
Oct 2018
IER