CHARITY COMMISSION
FOR ENGLAND AND WALES
Trustees, Annual Report for the period
From
Period end date
Period start date 1$l April 2023 To 31°, March 2024
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
SORP réference
Summary of the purposes of
the charity as set out in ils
governing document
Para 1.17
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.
Summary of the main
activities in relation to those
purposes for the public
benefit, in parlicular, the
activities. projocls or
services identified in Ihe
accounts.
Para 1.17 and
1.19
To raise money; open bank accounts;
take out insurance. To work with other
charitable groups and exchange non-
sensitive information. To do anything
lawful whlch will help Saltash & District
Age Concern Committee lo fulfil its
aims.
Statement confirming
whether the Irustees have
had regard to the guidance
issued by the Charity
Commisslon on public
benefit
Pa¥a 1.18
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.
Additional information {optional)
You ma
choose to include further statemerits where relevant about..
SORP referenGè
P8r8 1.38
Policy on grant making
Para 1.38
Policy on social investment
including program related
investment
Between the two organisations . Saltash
& District Age Concern and Saltash Red
Bus - have 18 volunteers who provlde:
a weekly luncheon for 40+ senior
citizens. drive min- buses for shopping,
Sunday lunch, theatre, museum and
seaside trips.
Para 1.38
Contrrbution made by
volunteers
They also provide minibuse5 and
drlvers to other sirnilar organisations
for their members to take part in similar
activities.
Saltash Red Bus had 8 paid part-time
employees, 6 of which were term time
only
Other
Achievements and Performance
SORP rèfÈrènce
The main objective of the Saltash &
District Age Concern was to provlde
senior citizen5 With an opportunity lo
come together, in a communal space,
and enjoy a freshly
Summary of the main
achievements of the charity,
idenlifying the difference the
charity's work has made to
the circLtmstances of its
beneficidries and any wider
benefits lo society as a
whole.
cooked meal, with various
entertainment
Para1.
activities.
The setting up of the Saltash Red Bus
has allowed the charity to utilise the 11
minibuses and other vehicles in its fleet,
together with the 10 volunteer driver5,
to provide the same groups with access
to other recreational and infomiative
activities, both on and off site.
Saltash Red Bus started a bus service
to the various supermarkets in the
Plymouth area for residents of Saltash.
We also provide a weekly bus service
for residents in Cargreen to shop at
Saltash.
Additional information {optionall
You ma
choose to inclLide further slalements where relevant about=
Saltash & District Age Concern has
provided meals etc. for over 40 years to
the senior citizens of Saltash.
Achievements against
objectives set
Para 1.41
Also, by providing access of the S21tash
Red Bus minibuses and volunteer
drivers to other groups in the PL area,
Sallash Red Bus earns an income to
subsidise the aims
of the Saltash & Districl Age Concern.
NIA
Performance of fundraising
activili8s against objectives
set
Pafa 1.41
NIA
Investment performance
against objectives
Para 1.41
Olher
Financial Review
Revi8w of the charity's
financial position at the end
of the period
Para 1.21
The charity's position at the end of the
fiscal year 202312024 is a very healthy
one. This is due to settlng up Saltash
Red Bus as the trading arm of the
Saltash & DFStrict Age Concern
Committee.
Statement explaining the
policy for holding reserves
stating why they are held
PaTè 1.22
Currently the income generated by the
Saltash Red Bu5 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 reseNes held
Para 1.22
£51,748.12
Reasons for holding zero
reserves
Para 1.22
NIA
Details of fund materially in
deficit
Para 1.24
NIA
Explanation of any
uncertainties about the
charity continuing as a
going concern
Para 1.23
None
Additional information {optionall
You ma
choose to include further statements where relevant aboLSt:
The principal source of income for the
Saltash & District Age Concern
Committee, has been derived from
rnoney collected from those members
attending the Lunch Club meals. Saltash
Red Bus source of income is from
operating contacts with Cornwall
council, day trips and shopper buses
The charity's principal
sources of funds (including
any fundraising)
Para 1.47
Its main source of income is funding
received based on the number of people
using its services. This Income is
applied directly to furthering the
charity's charitable purposes.
Investment policy and
objectives including any
social investment policy
adopted
Para 1,48
Funds recelved are primarily reinvested
into improving and developing the
services provided to beneficiaries,
including staffing, resources, facilities.
and programme delivery.
The trustees, oblectlve Is to ensure that
all funds are used efficiently and
responsibly to maximise benefit to
service users.
The charity does not undertake
spe¢ulative or high-risk investments.
Any surplus funds are held in low-risk
bank accounts to maintain liquidity and
financial stability.
A description of the principal
risks facing the charity
None
Para 1.46
other
Structure, Governance and Management
Description of charity's
trusts..
Saltash & District Age Concern
Committee (Saltash Red Bus-trading
arm)
Type of gaverning docLsment
Para 1.25
Constitutional
How is the charity
constituted?
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 ma
choose lo include further statements where relevant about..
NIA
Policies and procedures
adopted for the induction
and training of trustees
P3ra 1.5
AGE UK
The charity's organisalional
structure and any wider
nelwork wilh which the
charity works
Para 1.51
Saltash Red Bus
Relationship with any
relaled parties
Para 1.51
other
Reference and Administrative details
Charily name
Sallash & DislrictAge Concern Committee
other name the charity uses
Sallash Red Bus
Registered charity number
290997
Charity's principal address
11 The Speares, Latchbrook, Saltash, Cornwall, PL12
Names of the charity trustees who manage Ihe charity
Dates acled if not for whole
ear
Trustee name
Office Ilf any
Name of pÈrson lor body) entitlÈd
loa
oint trustee
if an
Adrian Shergold
Elizabeth
Edgecumbe
Diane Shann
Jillian Proul
Chair
Vice Chair
Secretary
Treasurer
Mary Grant
Michael Finch
Manager Lunch Club
Manager Saltash
Red Bus
Yvonne Hope
Treasurer Sallash
Red Bus
10
11
12
13
14
15
16
17
18
19
20
Cor
orate trustees - names of the directors at the dale the re
ortwasa
roved
Director name
Name of Irusl8es holding title to property belonging to the charity
Trustee name
Date5 acted if not for whoFe year
Funds held as custodian trustees on behalf of others
Description of ihe 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 loptionall
Names and addresses of advisers (Optional information)
Type of
Name
Address
adviser
Narne of chlef executlve or names of senlor staff members {Optional informatlonl
Exemptions from disclosure
Reason for non-disclosure of ke
ersonnel details
Other o
tional information
Declarations
The trustees declare that they have approved the trustees, report above.
Signed on behalf of the charity's trustees
Slgnaturelsl
Full name(sl
Position (eg Secretary,
Chair, etcl
fikJL
Date
## Saltash & District Age Concern
## Saltash Red Bus
1st April 2023 to 31st March 2024
|**Fixed Assets**||
|---|---|
|**Tangible Assets**||
|Motor Vehicles|38,724.00|
|Less Accumulated Depreciation on Motor Vehicles|-17,010.33|
|**Total Tangible Assets**|**21,713.67**|
|**Total Fixed Assets**|**21,713.67**|
|**Current Assests**||
|**Cash in the bank and in hand**||
|Saltash Red Bus|18,096.22|
|Age Concern Savings A/C|29,641.16|
|**Total Cash at Bank and in Hand**|**7,737.38**|
|Accounts Recievable|162.00|
|**Total Current Assets**|**47,899.38**|
|**Creditors: amounts falling due within one year**||
|Accounts payable|3,360.49|
|Accruals|1,150.00|
|NIC Payable|408.51|
|PAYE Payable|5,580.00|
|Pensions Payable|133.41|
|Wages Payable - Payroll|6,377.13|
|Cash Account|855.39|
|Petty Cash|0.00|
|**Total Creditors: amounts falling due within one year**|**17,864.93**|
|**Net Assets ( Liabilities)**|**30,034.45**|
|**Total Assets Less Current Liabilities**|**51,748.12**|
|**Net Assets**|**51,748.12**|
|**Capital and Reserves**||
|Current year earning|23,192.70|
|Retained Earnings|28,555.42|
|**Total Capital and Reserves**|51,748.12|
## **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|
|---|---|---|---|
|||||
||31/03/2024|**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**