Trustees’ Annual Report for the period
From 1[st] April 2022 Period start date To 31[st] March 2023 Period end date Charity name: Age Concern Bentham Club
Charity registration number: 702481
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To provide hot meals, social interaction and activities for elderly members of the community |
| 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 |
Provision of meals Provision of entertainment Providing transport to and from lunches and for additional outings |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have had regard to the guidance issued by the Charity Commission on public benefit. |
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 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 | The charity has continued to provide meals, social interaction, entertainment and transport for elderly members of the community. The charity helps to alleviate loneliness and social isolation. Wider benefits are also enjoyed by volunteers who get a sense of achievement as well as friendship from helping with the charity. |
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 the period |
Para 1.21 | The charity has increased its reserves by working hard at fund raising and seeking grants and donations. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity is currently fundraising to replace an aging minibus used for transporting to and from lunches. A replacement is on order and when this is paid for the reserves will reduce to a low level |
| Amount of reserves held | Para 1.22 | £65000 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
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 | |
|---|---|---|
| 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 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution adopted 1990 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated association |
| 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 | Members of the local community elected or re elected annually at the AGM |
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 | |
|---|---|---|
| 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 | |
| Other |
Reference and Administrative details
| Charity name | Age Concern Bentham Club |
|---|---|
| Other name the charity uses | FridayLunchClub |
| Registered charity number | 702481 |
| Charity’s principal address | 45 Robin Lane High Bentham Lancaster LA2 7AG |
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) |
|---|---|---|---|---|
| S Preece | Treasurer | |||
| D Hawkins | ||||
| P Jacobowski | ||||
| G SInclair | ||||
| K Hartley | ||||
| J Harrison | ||||
| S Halsall | Chair | |||
| S Park | ||||
– 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 trustses, report above. Signed on behalf of tho charity's trustees Signature(s) Full namels) Positlon (eg Secretary. Chalr. etc) ss& F¢ALSfi LU CrfPn( Dats
| Age Concern Bentham Bus Savings Accounts- Balance 1st April NYCC Grant Interest Balance 31st March Current Account- Balance 1st April Income Expenditure Transfer to deposit Balance 31st March Total reserves Income Bank interest Meals income Fund raising Donations & Grants Bus income Sale of items Total income Expenditure Liability Insurance Wages Mobile phone Committee Exp Bus maintenance Bus Insurance- April 2021 Jan 2022 Bus fuel Donation Link Café Town hall hire Entertainment/gifts Stationery Total Expenditure Increase in reserves |
Annual Financial Summary 35,833.44 35,837.01 15,750.00 3.57 76.89 35,837.01 51,663.90 10,263.29 11,247.84 7,287.22 25,590.51 6,302.67 7,733.13 15,750.00 11,247.84 13,355.22 47,084.85 65,019.12 3.57 76.89 483.75 2,408.56 1,657.00 1,159.95 4,548.17 20,792.00 586.46 1,230.00 245.50 7,524.45 25,667.40 279.75 299.72 2,081.10 3,125.96 91.00 129.93 1,207.93 1,954.32 860.06 674.26 628.26 659.35 1,236.54 210.00 75.00 40.75 197.99 244.65 180.80 156.93 6,601.17 7,733.13 923.28 17,934.27 2021/2022 2022/2023 |
|---|---|
CHARITY COMMISSION FOR ENGLAND AND WALES Independent 8xamln8r's report on the accounts Soction A Indopondent Examiner'g Report R•port to th• tN•t•MI m•mb•vs of Ao£ CofvJcE¢NJ 6EfvrrttAth CLU6 On •¢¢ounts for th• y•ar •nd•d Charlty no 31sv 8•t out on p•q•• I r•port lo the Iruileo8 on my exgmlnotlon of the accounts of the abjvo charity Iyhe Tru81'1 for tho year ended R••pon•lbllltl•• Ind As the charfty Iru$tee8 of the Tru81, you org rn8pon•lbl8 for iho prep•r•lion b••l• ol rnport of th• attountl in accordance wrth tho rwuirement¥ ol CharllbO8 Act 2011 llh• Acr). I report in re8wJd of my exomlnatknn of th• Tru8t's accounts carned out under 8eciion 145 01 tho 2011 Ad and In carrylng out my ex8mSnatlon. I hwe lollowed tha applicalh Dlrecllonl gl¥en by the Charliy Commission urrfl•r lodion 145(5){b) ol the Art. I h•v• ¢ompleted my axaminalion. I confimi Ihyt no materlal matters h8VO Gne lo my ottentlon lolher than that di8clo8ed LNryltM ') In connedlon with •x•mlnalion which glves m• c•ua8 to lIve that In, any matgrbal rn$pocl.' aecounllng r•cord8 wern kepl In awdance with 88Ctlon 130 al the Ad or th• account• do not acc¢Kd th thè accountlr( record8 Ind•p•nd•nt •xamlnof• •tat•m•nt I have no concern8 and h8ve Come aLYoss no other matter¥ In ¢onnedon wilh the 6xamingllon to which attention should t* drawn In order to enoblo prOr und•r8landiro of the 4ccounl8 lo t• reached. * ple cW8t8 the wortts in Ihfy br8ck8ls ilthfty do not apply. 8lqn•d: N•m•: IS H4Lol< ilS R•l•vant prol••slonal quallfic•tlon(•l or l)ody (If any): Addr•••: IER Octobor 2018
Section 8 D15cIosLlfO (knly Cornpte il Ihe oxaminer need6 to hwJhligM matter8 of concem18ee CC32. Indepen¢J•nt éxwnln•tlon of charity •ccwnts'. dlr•ctlons and gutdanc• fcr •xamThr8), Qlv• h•r• brf•f d•tall• of any It•m• that th• •xamln•f wl•h•• to dl•¢lo IER Octob•r 2018
Age Concern Bentham Annual Financial Summary 2021/2022 2022/2023
| Bus Savings Accounts- Balance 1st April 16,089.58 Interest 1.61 Balance 31st March Bus Account- Balance 1st April 19,743.86 Interest 1.96 NYCC Grant Balance 31st March Current- Balance 1st April 10,263.29 Income 7,287.22 Expenditure 6,302.67 Transfer to deposit Balance 31st March Total reserves Income Bank interest Meals income 483.75 Fund raising 1,657.00 Donations & Grants 4,548.17 Bus income 586.46 Sale of items 245.50 Total income Expenditure Liability Insurance 279.75 Wages 2,081.10 Mobile phone 91.00 Committee Exp 129.93 Bus maintenance 1,207.93 Bus Insurance- April 2021 860.06 Jan 2022 628.26 Bus fuel 659.35 Donation Link Café 210.00 Town hall hire 75.00 Entertainment/gifts 197.99 Stationery 180.80 Total Expenditure Increase in reserves |
16,091.19 24.34 16,091.19 19,745.82 52.55 15,750.00 19,745.82 11,247.84 25,590.51 7,733.13 15,750.00 11,247.84 47,084.85 76.89 2,290.56 1,313.95 20,756.00 1,230.00 7,520.88 299.72 3,125.96 1,954.32 674.26 1,236.54 40.75 244.65 156.93 6,601.17 919.71 |
|
|---|---|---|
| 16,115.53 | ||
| 35,548.37 | ||
| 13,355.22 | ||
| 65,019.12 | ||
| 25,667.40 | ||
| 7,733.13 | ||
| 17,934.27 |