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2023-03-31-accounts

Medserve Trustees Report 2022-23

2022/23 has been another good year for Medserve Wales having responded to over 400 call outs in the last 12 months. Geographically we continue to operate predominantly in the Cardiff to Swansea corridor, however there have been responses as far west as Newgale. This year has seen Medserve Wales responders attend a number of high profile incidents and the Trustees would like to say a huge well done and thank you to everyone involved for their hard work and professionalism.

Congratulations to the Medserve Wales team in recruiting two new paramedic team leaders and one new doctor team leader this year. This will enable an increase in capacity for the future.

As we move forward we bid a fond farewell to Simon Weston for his support as President, and would like to thank Richard Knill and Andy McCann for their work as Trustees. The decision as to whether we appoint a new President is under discussion, but we are lucky to welcome Carl Powell and Matt Church as new Trustees. We are looking forward to working with them.

A thank you to Dr Matt Creed for running the Medserve Wales accounts over the last year and to Sian Guest for running another wonderful black tie ball, £8,000 raised! Excitingly Matt Church has already organised two fundraising events, the Sahara trek and the rugby world cup charity quiz and we look forward to supporting both of them. With inflation remaining high and interest rates putting additional pressure on households, we continue to face a challenging time when trying to raise the necessary funds needed to keep the charity running. Everyone’s support at events is appreciated.

There have been a number of changes within the Trustees this year and as such over the coming year, we will commit to identifying how best we can support the valuable work that all responders are undertaking.

Dr Matt Creeds Treasury Report is an important document, and we accept his advice/recommendations that he has passed to the trustees.

Grant applications have been illusive over the last year and Sharon Champness who started making applications for us unfortunately fell ill

and is unable to continue her work. We will look to identify another individual who can support us with these applications.

Work continues on our constitution with the help of the WCVA.

Once again many thanks to all the volunteers within Medserve Wales and the wonderful work that you do. Your efforts help to change families lives on a daily basis, you should all be very proud of what you achieve. We the Trustees are grateful for the time that you commit and look forward to supporting you over the next 12 months as Medserve Wales grows from strength to strength.

John Solosy Trustee on behalf of the Chair of Trustees, MEDSERVE Wales

(HARITYIOMM15510N FOR E￿lIN￿AND WALIS M•d8•Th• 1039032 Recelpts and payments accounts CC16a Forlh• p•rttsd fffjm To 31*fy23 Section A Receipts aiid pa Ineiits Llnr•slrfct• fitrèd• R••trf¢t•dfvnd• Endowmgnt lynd• Aty441 A1R 17

Jl lo￿[GI￿s￿￿ farARJ 470 12 I17.4￿} J93} 45 Sthtotai ia••Ji pyrrh88w,1888 tabl81 A42 s￿ totsi (T.098 .B93 N•tofYw1pf￿tr4YMort8) ASTr￿lIe0 b•t••n lund¥ Ae Cath fvndsI¥t C•shfunts Jmsyearend .833 4.772 1¢,000 19.6QS 3.554 23.159 Scanned with Camscanner

Section B Slatemeiit of iissels and liabilitie5 al the end of the period Unr•stdct4d fund• ReSts1￿&d lun Endowrn•nt lund# C•ttQO￿I1 Oetall• v••T•U t 81 ChkndJ io.oo• rotsie•hfwxls 3,554 I•Aos nd• funds DÈlall$ al B3 InVestrnentas￿ts - z••a Det￿lS B4 Assets retslrndf¢rth• ¢haiity'$ 194112 Deta￿$ 85 S4ned byone t*h8¥of8lthv bulltee <AA 15 23 Scanned with Camscanner

Independent examiner’s report to the trustees of Medical Emergency Doctor Service (Wales) Charity No.: 1039032

I report to the trustees on my examina�on of the accounts of the Medical Emergency Doctor Service (Wales) (the “Trust”) for the year ended March 31[st] , 2023.

Responsibili�es and basis of report

As the charity trustees of the Trust you are responsible for the prepara�on of the accounts in accordance with the requirements of the Chari�es Act 2011 (‘the Act’).

I report in respect of my examina�on of the Trust’s accounts carried out under sec�on 145 of the 2011 Act and in carrying out my examina�on I have followed all the applicable Direc�ons given by the Charity Commission under sec�on 145(5)(b) of the Act.

Independent examiner’s statement

I have completed my examina�on. I confirm that no material ma�ers have come to my a�en�on in connec�on with the examina�on giving me cause to believe that in any material respect:

  1. accoun�ng records were not kept in respect of the Trust as required by sec�on 130 of the Act; or

  2. the accounts do not accord with those records.

I have no concerns and have come across no other ma�ers in connec�on with the examina�on to which a�en�on should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed:

Stuart Cox, ACA 190 Cathedral Road, Cardiff, CF11 9JE October 10[th] , 2023

Medserve 1039032

CC16a

Receipts and payments accounts

For the period 01-Apr-22 To 31-Mar-23 from

Section A Receipts and payments

A1 Receipts Unrestricted
funds
to the nearest £
2,068
-
197
-
-
-
-
-
Unrestricted
funds
to the nearest £
2,068
-
197
-
-
-
-
-
Restricted
funds
to the nearest £
-
17,880
14,618
-
-
-
-
-
Restricted
funds
to the nearest £
-
17,880
14,618
-
-
-
-
-
Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
Total funds
to the nearest £
2,068
17,880
14,815
-
-
-
-
-
34,763
-
-
-
Total funds
to the nearest £
2,068
17,880
14,815
-
-
-
-
-
34,763
-
-
-
Last year
to the nearest £
Donations 2,068 - - 2,068 5,687
Grant Funding - 17,880 - 17,880 -
Other 197 14,618 - 14,815 1,833
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total(Gross income for AR)
2,265
32,498 - 34,763 7,520
-
-
-
2,265
(1,645)
(1,939)
(1,405)
-
(1,304)
(805)
-
-
-
(7,098)
-
-
-
-
-
32,498
-
(17,440)
-
-
(999)
(4,454)
-
-
-
(22,893)
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
A2 Asset and investment sales,
(see table).
A2.1 - Sale of Vehicle(YD64 UCH) - 9,000
A2.2 - -
Sub total - 9,000
Total receipts
A3 Payments
34,763 16,520
(1,645)
(19,379)
(1,405)
-
(2,303)
(5,259)
-
-
-
(29,991)
-
-
-
Vehicle Costs (1,645) (3,527)
Medical Consumables (1,939) (8,793)
Medicines (1,405) (464)
Miscellaneous Costs - (1,826)
Responder Costs (1,304) (8,481)
Other (805) -
- -
- -
- -
Sub total (7,098) (23,091)
A4 Asset and investment
purchases, (see table)
A4.1 - - - -
A4.2 - - - -
Sub total - - - - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
(7,098)
(4,833)
4,461
18,387
18,015
(22,893)
9,605
(4,461)
-
5,144
-
-
-
-
-
(29,991) (23,091)
4,772
(4,833) 9,605 - 4,772 (6,571)
4,461 (4,461) - -
-
18,387 - - 18,387 24,958
18,015 5,144 - 23,159 18,387

MEDSERVE Cashbook 2022-23 - FINAL

10/10/2023 10:20

Section B Statement of assets and liabilities at the end of the period

Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
(agree balances with receipts and payments
account(s))
Details
Current A/C
Reserves
Total cash funds
Details
Details
Details
Details
Medical Equipment - DR01 (2017-18)
Medical Equipment - SOLO (2017-18)
Unrestricted
funds
to nearest £
8,015
10,000
-
Unrestricted
funds
to nearest £
8,015
10,000
-
Restricted
funds
to nearest £
5,144
-
-
5,144
Endowment
funds
to nearest £
8,015 5,144 -
10,000 - -
- - -
18,015 5,144 -
OK
Unrestricted
funds
to nearest £
-
-
-
-
-
-
Fund to which
asset belongs
Fund to which
asset belongs
Resricted
Restricted
Fund to which
liability relates
OK OK
Restricted
funds
to nearest £
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
41,783
195,822
-
-
-
-
-
-
-
Amount due
(optional)
-
-
-
-
-
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
-
-
-
-
-

Signed by one or two trustees on behalf of all the trustees Signature

Print Name

Date of approval

MEDSERVE Cashbook 2022-23 - FINAL

10/10/2023 10:20