## **Trustees’ Annual Report for the period** 

**From 1.4.23 Period start dateTo 31.3.24 Period end date** 

## **Charity name: Wheaton Aston Community First Responders Scheme** 

## **Charity registration number: 1110272** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of|Para 1.17|**To serve the Community**|
|the charity as set out in its|||
|governing document|||
|Summary of the main<br>activities in relation to those|Para 1.17 and<br>1.19|**Delivering first aid with the bounds of the**<br>**ambulance service direction**|
|purposes for the public|||
|benefit, in particular, the|||
|activities, projects or services|||
|identified in the accounts.|||
|Statement confirming|Para 1.18|**Yes we have**|
|whether 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:||You may choose to include further statements where relevant about:|
||SORP reference||
|||**We do not need to have this**|
||Para 1.38||
|Policy on grant making|||
|||**ditto**|
||Para 1.38||
|Policy on social investment|||
|including program related|||
|investment|||
|||**Only time**|
||Para 1.38||
|Contribution made by|||
|volunteers|||
|Other|||





## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**Supply first response to the village and**<br>**all other villages in our area**|



|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|
|---|---|---|
|Achievements against<br>objectives set|Para 1.41||
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**We were very fortunate to have received**<br>**a large bequest, so have a very healthy**<br>**balance**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**We made need a new vehicle in the near**<br>**future**|
|Amount of reserves held|Para 1.22|**£20000**|
|Reasons for holding zero<br>reserves|Para 1.22||
|Details of fund materially in<br>deficit|Para 1.24||
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23||



|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|**Mainly donations**|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|**None**|
|A description of the principal<br>risks facing the charity|Para 1.46|**None**|
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**TRUST**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**Constitutional**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25||



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|<br>Policies and procedures<br>adopted for the induction and<br>training of trustees|<br>Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|Wheaton Aston Community First Responders Scheme|
|---|---|
|Other name the charity uses|WACFRS|
|Registered charity number|1110272|
|Charity’s principal address|The Lights Farmhouse, Ivetsey Bank, Wheaton Aston Staffs<br>ST19 9QT|
|||





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|---|---|---|
|||David Albert<br>Leaper|Chainman|||||
|||Carole Ann<br>Holdcroft|Treasurer|||||
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|||Corporate trustees–names of the directors at the date the report was approved<br>**Director name**<br>**NONE**||||||
|||**Director name**||||||
|||**NONE**||||||
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Name of trustees holding title to property belonging to the charity 

|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
||||
|**NONE**|||
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## **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** 

**We are now a very small team, only David Leaper, Carole Holdcroft and Sue Whittingham, we are trying to recruit new members** 



## **Declarations** 

**The trustees declare that they have approved the trustees’ report above. Signedon behalf of the charity’s trustees** 

**Signature(s)** CAHoldcroft 

**Full name(s)** Carole Ann Holdcroft 

**Position (eg Secretary,** Treasurer/Trustee **Chair, etc)** 

**Date** 10.10.2024 



WHEATON ASTON COMMUNITY FIRST RESPONDERS ACCOUNTS 2023-2024] 

## **INCOME** 

DONATIONS 26674.85 

26674.85 

## **EXPENDITURE** 

CAR FUEL 88.16 CAR MAINTENANCE 585.29 CAR INSURANCE 996.65 CAR TAX 240.00 DEFIBS 1294.84 

3204.94 

**SURPLUS 23469.91** FUND AS AT 31.3.2023 **19888.83** Interest **317.55** FUND AS AT 31.3.2024 **43675.29** REPRESENTED BY DEPOSIT ACCOUNT **39227.58** CURRENT ACCOUNT **4448.71 43676.29** 



Independent examiner’s report to the trustees of Wheaton Aston Community First Responders Scheme, I report to the trustees on my examination of the accounts of the  WACFRS for the year ended 31.3.2024. 

Responsibilities and basis of report As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’). 

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner’s statement I have completed my examination. 

I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2. the accounts do not accord with those records. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. 

Signed: Name: John Knight,  Bank Manager retired. 3 Overdale Drive, Stafford. 



30.6.2024