## **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) s￿s￿￿& 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$tee8 of the Tru81, you org rn8pon•lbl8 for iho prep•r•lion b••l• ol rnport of th• attountl in accordance wrth tho rwuirement¥ ol CharllbO8 Act 2011 llh• Acr). I report in re8wJd of my exomlnatknn of th• Tru8t's accounts carned out under 8eciion 145 01 tho 2011 Ad and In carrylng out my ex8mSnatlon. I hwe lollowed tha applicalh Dlrecllonl gl¥en by the Charliy Commission urrfl•r lodion 145(5){b) ol the Art. I h•v• ¢ompleted my axaminalion. I confimi Ihyt no materlal matters h8VO G￿ne lo my ottentlon lolher than that di8clo8ed LNryltM ') In connedlon with •x•mlnalion which glves m• c•ua8 to ￿lI￿ve that In, any matgrbal rn$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 prO￿r 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< i￿lS R•l•vant prol••slonal quallfic•tlon(•l or l)ody (If any): Addr•••: IER Octobor 2018 Section 8 D15cIosLlfO (knly Cornp￿te 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**|