Chorley & South Ribble Shopmobility Annual Report for the Year to 31st March 2025 Chorley & South Ribble Shopmobility, The Unit, Flat Iron Car Park {Clifford Street Sidel Chorley, Lancashire, PR7 IAY is registered with the Charty Commission {no. 1035095} and is an unincorporated association governed by a constitution dated 24 July 1999. The charity is administered by a management committee, comprising: Patrons: Rt Hon Sir Lyndsay Hoyle MP, Lady Catherine Hoyle Councillor Danny Gee Chairman Vice Chairman Mr Roger Handscombe Secretary Treasurer Mrs Kirsty Yates Nick Fish Other Members Mrs Sandra Allen, Councillor June Molyneaux, Nora Hollinshead Rev. Gerard Fishwick Co-opted Members Councillorjune Molyneaux is a representative for Chorley Council and has no voting rights on committee matters. All officers and committee members are subjert to re*lertion at the Annual General Meeting. All members of the committee give their time voluntarily and receive no benefit from the charty. Any personal expenses incurred by the trustees are not claimed and the potential reimbursements are donated to the charity. The trustees estimate the value of donations at about £2,000 for the year. Appointment as a trustee is by recommendation from one of the existing trustees, who approach both users and other interested parties involved with similar organisations with a view to recruitment. Following initial discussions WFth the committee potential new trustees are initially invited to attend a meeting wtth the committee. After their appointment. new trustees are provided with a pack of information including copies of the chariws formal documents and latest financial information. tosether wlih the relevant literature frortF the Charlty Comm15510n. The management committee usually meets on a bi-monthly basis to deal with ongoing matters for the charity. New information and guidance from the commission is discussed at committee meetings. The chariws trustees confirm they have complied wtth their duty to have due regard to the guidance on public benefit, published by the commission in exercising their powers and duties. The objert of the charity 15 to relieve disabled persons in Chorley and district by providing facilities, particularly self-propelled wheelchairs, in orderto improve their mobilwty and enable them to use the Town Centre amenities. A full-time manager runs the charitvs main activities from a unit in the Town Centre close to both the Bus and Railway stations. The charity is affiliated to the national federation of Shopmobility charities.
The chaiitvs facilities are available to persons registered with the charty. with registration being available to the public at large. A charge is made for the use of the charitvs equipment. but the trustees aim to keep the charges at a reasonable level to ensure the facilities are made available to as wide a number of users as possible. No increase to the charges has been applied during this financial year, however charge will be increased in the early part of the nextfinancial year. The trustees have a promotion plan in pla to increase the number of new users & increase the income from fundraising & donations. The plan includes active marketing vta Chorley Council, prominent presence at the flower show and an open day when local dignitaries will be in attendance. The charty will be able to continue into next year due to the support from Chorley Council and the fundraising attivities undertaken bythe Manager, Volunteers and Trustees. Partnerships are also in place with 2 retirement homes in Chorley, wÉth discussion taking place to add a third in the next twefve months. The trustees have applied for & reiVed Grants from the National Lottery, W.0 Street Foundation & local parish councils amounting to £18.5k. This has been used to replace the equipment (Electric Scooters & Wheelchairs). The charivs main Sour of income remains the grant received each year from Chorley Council and the charity is reliant on this essential core funding to enable its activities to continue. However, the grant is not sufficient on its own to cover all the annual expenditure. the charges and additional fundraising are therefore equally essential. The trustees have carried out a risk review to ensure all signifitant problems are identified and relevant steps taken to minimise any areas of risk. The increase in fvnds 15 an example of actions taken by the trustees and they continue to monitor risks annually. new procedures will be irstroduced when necessary. The level of reserves has been considered in line with the formal policy previously adopted. The funds are all held in the charity bank account since the level of interest which could be generated from investing is minimal. Both the reserves and investment policy will continue to be reviewed by the trustees on a regular basis and changes niade as appropriate. Councillor Danny Gee For and on behalf of the Management Committee
Treasurerfs Report Year Ended 31st March 2025 Since 1993 when a small group of people had the idea that people with disabilities need to have a degree of independence, the future trustees and other volunteers worked tirelessly to open a Shopmobility Scheme in Chorley. A successful start was made in 1995 with 4 scooters and 4 wheelchairs. Chorley Shopmobility continues to thrive with the help of the trustees giving their time and energy, donations from many sources, fundraising efforts from volunteers and support from Chorley Council & Local Councillors. Our expenses are kept to a minimum as no trustee or volunteer claim expenses. We currently employ I full time Manager, who deals with all aspects of running the Shopmobility unit. Income for this year has increased to £32k up from £29k, in the most part due to fundraising & donations. Expenditure has been monitored closely increasing from 29k to £30K, leaving the charity with a small in-year surplus and a healthy reserve balance. Volunteers continued to fundraise whenever possible and contributed £2698 {£2124 in the previous year) towards the income. Donations increased to £3302, up from £820 the previous year. We applied for and received grants from the National Lottery & local parish councils totalling £18k. This has been spent on replacing the electric scooters and manual wheelchairs. The next year will see a push to encourage new users which we hope will provide a sustained regular income for the charity. Nick Fish Treasurer
Chorley & South Ribble Shopmobility Receipts & Payments Account For The Year Ended 31st March 2025 2025 2024 Income Grants Donations Charges Short Term Hire Fundraising Scooter & Misc Sales £18.800 £3.302 £5.378 £1,456 £2,698 £1.138 £18,800 £820 £4,736 £2,017 £2,124 £1,318 Income Total £32,772 £29,815 Expenditure Salary, Nl & Pension Stationery Telephone Computer & Internet Heat, Light & Water Insurance Training Fundraising Costs Volunter Expense5 Professional Fees Repairs & Servicing Sundry Costs £24,948 £20 £463 £226 £0 £23,874 £141 £429 £186 £0 £1,776 £0 £0 £0 £50 £666 £2.202 £1,832 £0 £0 £0 £50 £1.503 £1,403 Expenditure Total £30.445 £29,324 Net Surplus / (Deficit) for the year £2,327 £491 Bank Balance B/Fwd £38.718 £20,336 Net Surplus / (Deficit) £2.327 £491 Restricted Funds Movement -£13,567 £17,891 Bank Balance C/Fwd £27.478 £38.718 Note: These accounts have been prepad on the Receipts & Payments Basis and comply with the appropriate legal requirements for this basis to apply
Chorley & South Ribble Shopmobility Statement of Assets & Liabilities As At 31st March 2025 2025 2024 Fixed Assets: Portakabins Electric Scooters Manual Wheelchair5 Computer Equipment Office Equipment CCTV System £0 £11,241 £1,226 £180 £0 £2,200 £0 £359 Sub-Total £12,647 £2,559 Current Assets: Cash & Bank £27,478 £38,718 Liabilities: Restricted Funds £4,324 £17,891 Net Current Assets £23,154 £20,827 TOTAL ASSETS £35,801 £23,386 The Accounts were approved by the Mana ent Committee on 16th April 2025 . Mr Danny Gee, Chairman . Mrs Kirsty Yates, Secretary Nick Fish, Treasurer
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trusteesl members of Chorley and South Rtbble Shopmobility On accounts for the year ended 31 March 2025 Charity no {if any) Set out on pages Irem.èIl:: -kn Ii"Icldde th.e ti&l.¥ iiumDe.rs 0111051al shee.s I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). l port in respect of my exarnination of the Trust's accounts carried out under sedion 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5){b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below ") in connection with the examination which gives me cause to believe that in, any material respect: accounb'ng records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no cOnmS and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets rf they do not apply. Signed: Date: Name: Ben Thurston Relevant professional qualification(s} or body (if any): ACCA Address: Thurstons Accountancy. Suite 207. Business First Centre, Burnley Lancashire, BB12 6HH IER October 2018
Section B Disclosure Only complete rf the examiner needs to highlight matters of Gonrn (see CC32. Independent examination of chaiity accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER October 2018