MOBILITYTRUST i() ()(I () ()111 MOBILITY TRUST Flnanclal Stalem8nt8 for the year ended 31. March 2024 Rgglstered Charlty Numbér: 1070975 Moblllty Trust Contents Page Legal and Admlnlslrative Details Trustees, Report Indepèndent Examlners Sialèmanl Slalem6nl ol Flnanclal Acllvilies Balanco sheet Nolos lo the Fln8nclal Slalemenlg 7-11 Moblllty Trusl Legal and Adrnlnlstratlve Detalls Rogl8t?red Charlty No: 1070975 Tru¥t•O8: Thomas Loyd . Chalrman Angela Simp50n Grogg Burgess-sallsbury Larry Burgesg Vlce Pr•ild•nts: Jana Ashef David Barnett Roger Jefcoale CBE. DL Chl•f Executlv•: Denlse Valenllng Prlnclpl? Offlce PO Box 7044 Tadley HampshSre RG24 4PL Accountant•: LJ Smllh Aceounlanls Ltd Orwell House 50 High Sireet HLtngerford Borkshlra RG17 ONE Banker8'. CAFCASH Lld Klngs Hill Wesl M811ing Kent ME19 4TA Mobility Trust Report of the Trustees Th8 Trustees submit Ihelr annual report, together with the financial slatemenls of the Trust. for the year endèd 31st March 2024. Tho financial slalements have been prepared in accordance wSth the accounllng pollcles set out on page 7 and comply with the trust deed and appllcable law. PRINCIPAL OBJECTIVES . Th8 governlng Inslrum8nl ol th6 Trust Is a Trust Deed executed on the 14th July 1998. The objecllves of th& Trust are lo promote and Improve the ma18rial, mental and spbrflual welfare of persons wilhln tha Unlled Kingdom of England, Scotland and Wales including Ihe Isle of Man and the Channel Islands whose moblllty has been Impalred by accldent or illness. Details of thè Trust are set out hereunder.. POLICIES ADOPTED BY THE TRUST We are nol a grant glvlng charity bul provld9 as51slance to beneficlarles by supplying mobility equlpment that has been assessed by Independent specialisls. That may Include an Independent Physiolherapisl, Occupallonal Theraplsl or Speciallgl Englneer. Thls ensures that th6 equlpmenl provided best meels Ihe needs of the benellciary and Is based upon clinical neod. We work wilh selecled suppliers across the country and recelve special & very genèrous dis¢ounls award9d lo us lo ensurg W8 purchas8 8qulpmenl al the best p05sibl8 value to Oplimise our charitable funds. In addition lo the ass85smenl and tha lundlng of thg equlpmenl we feel It Is essenllal that an efflclenl aller-sales servlc8 Ss Included to mainlaln thè equiprn8nl. Thereforé Insurance cover & servlce cos16 are also provlded lor Ihe mobllily equlpmenl. The wheelchalrs that we provlde can vary In cost (rom £3.000 to £10.000. dcpending on the clinlcal need of each p&rson, as prescrlbed in the healthcar& pro1855ional's a55essmenl report. The work involv8d with each individual case can be lusl as time consumlng regardless of equipment cost. 11 Is vllal Ihal we consider the lollowlng for each case: Accèsslblllty: whether or not they need ramps, whether there Is suitable access Into and around Iholr homo; any problems wlth narrow passages and turning polnls Into rooms and whether Iherg is sullable storage and power for charging balleries. Cllnlcal con31deratlons: does the appllcant have postural problems, skln trauma, complèx medical Condillons? Do they have the cognillve 8bllily to operate the equipment - If unable lo operate such equipmenl Independenlly they may be consldered for a duallaltendant controlled wheelchalr. We do not want lo deprive anybody Ihe chance of moblllty bul our duly Is also lo the general publSc wh8n tho beneflclary15 operallng equlpmenl out in Ihe public domaln. W8 ¢onsld8r our duly of care to be pararnounl In ev8ry aspecl of the provislon of mobility equlpmenl. REVIEW OF THE PERIOD: Thls year we havè conllnued lo malntaln and bulld on the number of appllcatlons that have been processed through Ihe charlty and resulted In Commllled cases. The trust have continued lo use our own funds to prime funding appea15 thus r8duclng the amount ol donallons recelved Inlo the trust. As well 8$ providing assessment. fundralsing and provlslon of equlpmenl we have also provlded a high level of support to appllcanls. Dlscussing routes lo access mobility equlpmenl, slgn posting 10 811emallve servlceslcharllies and provldlng guldance lo meet access and storage requlremenls. We have extended our neiwork of suppliers and seating professionals working wilh th? Charity across Ihe UK lo enable us lo provlde furiher compelilivg price of equipment and maximise the use of charity funds. Somelhlng we are working to ¢onlinue over the coming year lo build on this further lo increase on the number of completed cases for the corning year. Moblllty Trust Rgport of Ihg Trusloes RESERVES POLICY: Tho Irusloos are con5CIOU5 Ihal wo ensure that our reservos continue to be equivalont lo one and a hall year's running costs as well as covoring all ongtyng cornmilmenls lo all cjur bènÈficiarie5. In addition lo oijr ¢ash r05ervas our inveslmenis are managed with M&G. who provide some ol Iho tsesl perfoimlng Invfjslmonl funds for Charill8S. ADMINISTRATION COSTS.. Wo feel Il Is Imporlanl to point out Ihai the adminlsircltlon cosls within Iho financial 51aiémcnls not only Cover fundralsing bul also all areas connected wlh the processing and complal'on ol applicalions into tho charily. bnlh thosè that arè surceq$ful and lin4iic¢t$slul. We boliovè our charity PFJrforms a unlqiie role lo our beiieficlarl¥s with up lo 50°/0 ol our lirno spent on a5sisilng applicants wllh Iheir hppllcallons Into Ihe charlty and providing support lo thom 10 ensure Ihul Ihoy rocoivts: adequat• $¢Jpport Bt hom exploring all opliong fgr aiiy slalulory lundod oqulprnonl glving emotlonal support to those wlih no activo Ilnk$ w5th supportlng comrnunlly servlce$ onsurlng thai they tiro In rtscoipl ol IhG corrocl bonolils availablo lo Ihem Oncej an applicallon has heen made, oiir admin5slralive servictss also include Ihe organi$alion uf Ilie medScal 55055rnonl, equlprnénl purehaso, Insuran¢8 cover and we ondoavour 10 solvè any problorns Ihai may o¢cur after dollvory 8nd in Iho 3 y¢afS Ortor Initial provision whilst a valid Sn9uranco poliey covors tho equipmonl. Al evgry slaoe we 1Salso wilh the beneflciary, Ihelr carers and anyono olso dlroclly Involved, Tho omolionill Aspects ol a porson's dlsabilily aro ol tho ulm051 lrnportanc8 in Bll ¢asos Bnd nèod spocial allgnllon. Tho Ilmo taken In carrylng out this work can vary c01151dfr)rHbly bul w8 have a responsibillly In all our 1>8ntificiarie8 anil lo the people and nrganisallons who help (Js lo hel¥J them. An unsalislaclory wliLielLhBir can result In serlous mu5cular-sk#lelhl delormllies and tissue trauma which can profoundly allecl dignlly, spII.ima9e and produclivlly. We boll8ve that tho equipment we providc should not only bo right when pres¢nbed tyul a150 account lor luluro changes In Iheir condilion whero able. Every member ol stall wllhln Ihe charity is acllvely Involvod In Ihesa a5p8cls and the c0510l Ihls work hag 10 come from our core or unroslrlclod lund5. TRUSTEES, RESPONS181LITIES IN RELATION TO THE FINANCIAL STATEMENTS: Law applicAblo I r.hArili*s In Fnolnnd I Wnlos r*)oiJlfe% Ihg IriJ%loos lu prnpir ru finniiciul slt)1011igiils lur ijiieli firiiirnLi21 yOAr which givo a Iriio and lilr vlow ol tho eharlly s financilil activillos during thè yèar and ol ils fin#n¢lii I poslllon nl tha end ol the yoar. In proparlng Ihosti financlal slalomonl4 tho Iruslpes aro roqulrod lo.. select sullable aeeounling policles and then apply them e¢n$l$lenlly'. slalo wh#lher appli¢able aecounling slundard5 and slalernonls ol recommgndod pra¢li¢g have been followed subj*¢l lo any rnalorlal dtrparturos disclosed and explained In thè financial slaiemenls., and propafe the financial slalemenls on lh• golng concern ba51$ unles5 11 Is Inappropriate lo presume Ihal Ihe charily will conlinuv in opeialion. Thg lrvsleo￿p aTQ rosponsiblo lor keeping occounling rocord8, whlch dlselose wlh feason8blo 8ccuracy al any lime th* linan¢ial posilion ¢1 tho ¢harily and lo enablo them lo en51Jre Ihal Ihe financial sltilemenls comply with tho Charities Acl 2011. They are also re8ponsiblo for safoguarding Ihe cJ5sel8 ol tho cliarity and honce lor taking roasonablo slops lor Iho provonlion and doloclion ol Ir8ud and olhgr irregularilios. Tlio Trusloo$ may invgst any rnonies roquiring Invèslmenl in or upon any invoslmonls lor Ihe limo being aulhorisod by l