Shopmobility South Gloucestershire Chair's August 2024 Report Dear Member / Carer We are most grateful to our volunteer Tony who has been able to continue to operate a service on a Tuesday and cover periods of annual leave. Sheridan had originally covered this day but given financial challenges reduced his hours partly in response to future funding uncertaintie5. We have been reasonably successful in securing grants over the last 12 months from external grant providers and remain grateful to the local towns and parishes for their continued financial support to us. I would like to thank our external grant providers for providing funding to us, most notabty Quartet, Co- op. Postcode Lottery and National Lottery. We would like to thank the Yate & District Bowling Club for donating £400.00 to us earlier in the year. We remaln grateful to WE (West of England Combined Authority) who have provided us with a small grant and reimbursed the cost of hiring a scooter OY wheelchair from us via the bus pass. Securing fundlng golng forward could be particularly challenging as there Is uncertainty whether the West of England Combined Authorlty (WECA) wlll continue re-lmbursing the cost of hire for bus pass holder5 after March 2025. Thls bespoke arrangement has been In place since we started operating in April 2006 and was orlglnallv admlnistered by South Gloucestershire Councll until 2020. WECA funding Is cruclal as some member5 on low Income would struggle to pay a daily hire rate and create the very financial barrier we are trylng to redress and dislncentivize people from using the servlce. The Area Wide Grant is likely to cease at the end of this year and the funding we request from each Distrirt Councilor Is also Ilkety to be reduced from £3,000.00 to £1,000.00 We have widely promoted our search for suitsble volunteers who may be happy to provlde a few hours a week to support Tony, which could lead to opening a further day. I would ask people to contact Sheridan If you want to know more about the role before making any commitment. We have increased promotion of our service by making more effective use of social media includlng regular updates and photos. I would like to thank Tesco for allowing us to promote our service by displaying posters in their foyer and toilets This has led to a steady increase in user numbers since the impart of COVID and we expect more people wlll continue to use our service going forward given the ageing populatlon. particularly rf bus pass holders re-imbursement is able to continue. Reaistered Charitv No. 1107379
We have registered nearly l(M) new members between July 2023 to June 2024 and over 2.100 people since we started operating in April 2006 People continue to value the service, and this is refiected in the very positive response5 we have received via our previous annual questionnaire that is emailed to our members or carerfs. I would urge people to complete the annual questionnaire as a means of providing evidence to future grant providers that the service remains very important to people or those who have used us in the past. We welcome any comments made which will be anonymized. We strive to work more closely with Community Tran5POrt to encourage people without acce55 to a car to reach our service and keen to work with agencies who might be able to a$5i5t. We welcome to our Commlttee Bobby Oliver who joined our committee earlier in the year. Bobby has a wealth of knowledge on transport issues as manager of the Mobility Hub, representative of the national body of Shopmobllity UK and Trustee of Bristol Shopmobility. I would like to glve my customary thanks to all the Trustees for thelr contributions to our charity and in recognizing the value of the servlce. I would also like to offer my continued appreciation to Dick Whittington who provides us with extenslve knowledge and advice on a variety of issue5. We would also like to express our continued appreciation to Yate Ilbrary, Yate 5hoppin8 Centre and Pearce Brothers for their support. We have also had the support of Rlch McDonnough, who Is a local photographer for undertaklng photos for us that we use to promote our servlce. Our AGM will be held on Thursday 3 OCT 2024 at Yate Library commenclng 2.00 pm in the exhibition area. We welcome anyone who wants to attend as we value any contrlbutions people may wish to make. You may of course raise any issues in the emailed questionnalre that can be di5CU55ed at the AGM. We value comments about the Importance of the servke In the questionnalre as we need to persuade our grant funders how important the service is to both our member and thelr carers, In terms of reducing social i501ation improving health and wellbeing and promotlng Independence. We can provide a paper verslon that can be collerted from the office rf required Alderman J. Biggin Chairman Shopmobility South Gloucestershire Reoistered Charifv No. 1107379
Shopmobility South Gloucestershire Registered Charity 1107379
Statement of Account to Year Ended 31st March 2024
The following accounts have been prepared in accordance with the Statement of Recommended Practice (SORP) issued by the Charity Commission to comply with the Executive Committee's obligations as the trustees of the Charity for keeping accounting records
Income
| Income | ||
|---|---|---|
| Hire - Diamond Card (WECA) Hire -Long Term and cash payments West of England Combined Mayoral Authority Age UK Connecting Communities National Lottery Community Fund Cooperative Society Doddington Parish Council Sodbury Town Council Yate Town Council South Glos Council - Area Wide Forum South Glos Council Members Award Give as you Live Quartet Community Foundation Interest Total Income Expenditure Salary Costs Office Equipment Mobility Equipment & Maintenance Insurance Accomodation Rental Telephone Memberships Wages Marketing & PR Accounts & Governance Miscellaneous Project Support Total Expenses Surplus/Deficit |
2023/2024 4,892 1,489 2,100 6,000 2,059 657 500 500 1,500 750 2,500 61 23,008 12,924 0 465 622 1,500 1,012 100 12,924 122 208 379 1,560 18,892 4,116 |
2022/2023 4,892 1,216 2,000 1,500 0 0 750 750 500 1,500 1,750 30 0 12 14,900 |
| 14,910 405 1,610 597 0 0 20 14,910 779 323 |
||
| 533 | ||
| 1,560 20,737 |
||
| (5,837) |
Balance Sheet @ 31st March 2024
| Current Assets Debtors Prepayments Current Account Reserves Account Petty Cash Total Assets Net Assets Funded By: Reserves B/Fwd 2023/24 Surplus Members Funds |
2023/2024 622 20,608 6,075 105 27,410 27,410 23,294 4,116 27,410 |
2022/2023 193 597 16,410 6,011 83 23,294 |
|---|---|---|
| 23,294 | ||
| 29,131 (5,837) 23,294 |
Shopmobility South Gloucestershire Registered Charity 1107379 Statement of Account to Year Ended 3tst Marth 2024 The following accounts have been prepared in accordan with the Statement of Recommended Prartice ISORP) issued by the Charity Commission to comply with the Executive Committee's obligations as the trustees of the Charity for keeping accounting records Income 202312024 4.892 1,489 2,100 202212023 4,892 1,216 2,000 1,500 Hire- Diamond Card (WECAI Hire-Long Term and cash payments West of England Combined Mayoral Authority Age UK Connecting Communities National Lottery Community Fund Cooperative Soclety Doddington Parish Council Sodbury Town Council Yate Town Councll South Glos Council - Area Wlde Forum South Glos Council Members Award Give as you Live Quartet Community Foundation Interest Totsl Income 2,059 657 500 500 1,500 750 750 750 500 1,500 1,750 30 2,500 61 23.008 12 14,900 Expenditure Salary Costs Office Equipment Mobility Equipment & Maintenance Insurance Accomodation Rental Telephone Memberships Wages Marketing & PR Accounts & Governance Miscellaneous Project Support 12.924 14,910 405 1,610 597 465 622 1,500 1,012 loo 12,924 122 20 14,910 779 323 533 1,560 379 1.560 Total Expenses 18,892 20.737 Surplus/Deflcit 4,116 (5,837)
Balance Sheet @ 31st March 2024 Current Assets Debtors Prepayments Current Account Reserves Account Petty Cash Total Assets 202312024 202212023 193 597 16,410 6,011 83 23.294 622 20,608 6,075 105 27.410 Net Assets Funded By: Reserves B/Fwd 2023124 surplus Members Funds 27.410 23,294 23,294 4,116 27,410 29,131 {5,8371 23,294 Notes to the Accounts l. The accounts are prepared on a recelpts and paymetts basis and no account has been tsken of accrued/ prepaid Income or expendlture Independent Examlners Report to the TTUStees of Shopmoblllty South Gloucestershlre Respectlve responslbilftles ol Tntstees and Examlner The charity's trustees are responsible for the weparatlon of the accounts. The charity's trustees consider that an audit is not required for this year under section 144 of the Charltles Act 2011 lthe charities act) and that an independent examination Is needed. It is my responsibility to- examine the accounts under section 145 of the Charities Art to follow the procedures laid down in the general Dirertion 8iven by the Charity Commission (under section 145(5l{bl of the Charities Act) and Basls of Independent Examlners Statsment My examination was caryied out in accordan with general difections given by the Charity Commission. An examination Sncludes a reeW of the accounting records kept by the charity and 3 comparison of the accounts presented with these records. It also indudes consideratlon of any unusual items or dlsclosures In the accounts, and seeking explanatlons from the trustees concerning any such matters. The procedures undertaken do not wovide all the evidence that would be required in in audit, and consequentlv no opinion is given as to whether the accounts present a 'true and fair. view and the report is limlted to those matters set out in the statement below, Independent Examlnets Statement In connectlon with my examinatlon, no matter has come to my attention: l. which give5 me rea50nable cause to believe that in. any material respect, the requlrements to keep accounting records In accordance with section 130 of the Charities Act to prepare accounts which accord with the accounting records and comply wtth the wSth the accounting requirements of the Charitie5 Act have not been met; or 2. to which, in my opinion. attention should be dramm in order to enable a proper understanding of the accounts to be reathed. GIAA M J Bowles MJIB Accounting Ltd 0710812024