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** **----- Start of picture text -----**
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
**----- End of picture text -----**
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** **----- Start of picture text -----**
Para 1.51
**----- End of picture text -----**
**Relationship with any related parties** **----- Start of picture text -----**
Saltash Red Bus
**----- End of picture text -----**
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 (D￿ficIt 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**