**Trustees' Annual Report for the period From** Period start date **To**[Period end date ] Day Month Year Day Month Year 01 01 22 31 12 22 Section A Reference and administration details **Charity name** Severn Freewheelers Emergency Voluntary Service **Other names charity is known by** SFW EVS **Registered charity number (if any)** 1120999 **Charity's principal address** PO Box 220 Cirencester **Postcode** GL7 9BJ **Names of the charity trustees who manage the charity Name of person (or Dates acted if not for body) entitled to Trustee name Office (if any) whole year appoint trustee (if any)** 1 Paul Fairbank Chairman Vice Chairman (Membership 2[Edward Kendrick ] Secretary) 3 Gordon Downie Treasurer 4 Alison Pierce Secretary (Compliance Officer) 5[Paul Sadler ] Fleet Manager 6 Joe Logan Training Manager
**Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year** None
**Names and addresses of advisers (Optional information)**
|**Type of adviser**
**Name**
**Address**|**Type of adviser**
**Name**
**Address**|**Type of adviser**
**Name**
**Address**|
|---|---|---|
|
Bank|Natwest|32 Market Place, Cirencester, Gloucestershire, GL7 2NU|
**Name of chief executive or names of senior staff members (Optional information)**
See above
1
**Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document
A Constitution adopted during the first operational year (2007/2008)
- (eg. trust deed, constitution)
How the charity is constituted
A Charitable Trust of over 100 members
- (eg. trust, association, company)
Trustee selection methods
- (eg. appointed by, elected by)
Trustees are appointed or reappointed on an annual basis at the Annual General Meeting held in Q1 of each year (March).
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## Membership
All members are volunteers who are trained in their respective duties to support the charity. Key roles include; Duty Motorcycle Riders and Dispatchers (or Coordinators), Duty Drivers and Fundraising/Events Team members.
## Motorcycle Riders
All riders are to be in possession of a valid licence and must hold a current advanced rider qualification (e.g. RoSPA (Silver or Gold Grade), IAM, Police Advanced Rider or Class 1). Riders must undergo Handling of Human Breast Milk and Blood & Human Tissues Training (UN 3373 Category B Substances) and are required to pass a check ride on an SFW EVS emergency motorcycle which is witnessed and approved by one of the groups’ qualified assessors.
## Drivers
All drivers are in possession of a valid licence and must hold an advanced driver qualification (e.g. IAM). Drivers must undergo handling of Human Breast Milk and Blood & Human Tissues Training (UN 3373 Category B Substances).
## Organisational Structure
SFW EVS is governed by an Executive Committee who work on behalf of the membership. Key committee member roles include; Chairman, Vice Chairman, Treasurer, Secretary, Bike Manager. Other roles may include Membership Secretary, Training Manager _,_ Events Manager and Rota Manager. The Executive Committee also appoints sub-committees as deemed appropriate during the operational year (e.g. Bike Festival Organising Committee).
Relationship with other related parties
SFW EVS is a member of the Nationwide Association of Blood Bikes (NABB) and ensures it has one of its trustees as a NABB representative each year.
Consideration of Risks
Risks associated with the rider population are managed by existing training policies. No exemptions from the Road Traffic Regulations Act 1984 Section 87 have been approved.
Events Team activities are fully risk assessed and events kit training is also provided to its members.
2
## **Section C Objectives and activities**
To relieve sickness and protect health by the provision of transport of urgently needed blood, drugs, human tissues and other medical **Summary of the objects of the** requirements between hospitals and blood transfusion banks primarily **charity set out in its governing** but not exclusively in Gloucestershire, Herefordshire, North Wiltshire **document** and Worcestershire. Trustees Declaration on Charity Commission Guidance In planning the group’s activities for the year, SFW EVS keep in mind the Charity Commission's Guidance on public benefit at our Monthly Executive Committee Meetings. Summary of Main Activities **Summary of the main activities** The focus of our group’s activities is to provide an out of hours courier **undertaken for the public** service with regard to the secure transportation of human breast milk, blood **benefit in relation to these** & human tissues (UN 3373 Category B Substances), medical equipment **objects (include within this** and medication between hospitals, hospices, patients, pathology labs, the **section the statutory** regional Air Ambulance Service and other similar establishments at no cost **declaration that trustees have** to the end user and/or NHS Trust. **had regard to the guidance issued by the Charity** The benefits of this service to the public, in addition to cost savings to NHS **Commission on public benefit)** trusts (and similar publicly owned organisations), include safe and secure transportation of materials and equipment that maintain health, wellbeing and in a number of cases save or prolong the lives of clinically ill in-patients and out-patients within the area of operation (and outside the area of operation as a coordinated service with other NABB members).
## **Additional details of objectives and activities (Optional information)**
|You**may choose**to include
further statements, where
relevant, about:
●
policy on grantmaking;
●
policy programme related
investment;
●
contribution made by
volunteers.|Policy on Investment
Expenditure on capital items (mainly motorcycles), is considered on
balance with service costs by the Executive Committee and new purchases
are made on a cost benefits case which typically results in annual
motorcycle replacement.
SFW has a CC14 compliant Investment Policy with the objective of seeking
to maintain an eighteen-month cash reserve plus any budgetary
requirements and thereafter to invest in Charitable Investment Funds
(CIF’s) that allow reasonable withdrawals. Investments in CIF’s with a
mixed portfolio provide a beneficial return when compared to other
investment options whilst keeping risk on return low. The additional income
makes best use of the charity's funds which can then be used to further the
group’s objectives.
Annual Events Strategy
In order to maintain the financial resilience of SFW, in Q3/Q4 of each
operational year, the Executive Committee reviews the fund-raising events
calendar for the coming year and considers whether each potential event
meets the Strategic Objectives of the group. The ‘Bike Festival’ at Prescott
is a key strategic event for the group;other events supplement operational
income and further raise public awareness of our service and its
beneficiaries.
Contribution by Volunteers
A great contribution is made by volunteers who not only deliver the group’s
core services but also actively promote the group’s objectives in a number
ofpublicforums (includingmotorcycle group discussions, public events,|
|---|---|
3
Institutes, Rotary groups, NHS Trust and Civic meetings) and at fundraising events throughout the year.
The group’s riders and drivers make a conscious effort to undertake their duties in a professional manner acting as positive role models for other road users in the operational region.
## Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
## Service Achievements
During the year the group delivered the following:
- ♦ 8033 jobs
- ♦ 238,905miles
♦ Cumulative Mileage 2,445,905 miles since 2007
Prescott and Other Events
Prescott Bike Festival, the groups’ main fundraising event, returned in 2022 after a 2 year absence due to Coronavirus. Interest and attendance were close to pre-Covid levels.
SFW continued to attend a number of regional events raising funds and awareness of the services provided by the charity.
## Major Donors
SFW received donations from a number of community funded projects set up specifically to raise money to support charities working through Covid-19. Other donations were also received from individuals, groups and organisations who had made SFW their chosen charity of the year.
## The Pharmy Army
At the request of pharmacies, the Pharmy Army continued its work post covid in Gloucestershire, collecting drugs from the pharmacies at both Gloucester and Cheltenham hospitals, for delivery to very sick patients shielding at home.
The temporary daytime service introduced in 2020 is now fully integrated into SFW. The service used SFW riders and their own bikes for the collection and delivery of urgent medication and samples during SFW non-operating hours. In Worcestershire, a regular service was also set up collecting Oximeters from either Doctors surgeries or from a small stock kept within SFW, for delivery to patients at home shielding with Covid-19.
4
**Section E Financial review**
The Charity aims to maintain an eighteen-month cash reserve plus any **Brief statement of the** budgetary requirements and thereafter invests in Charitable Investment **charity’s policy on reserves** Funds (CIF’s).
None
**Details of any funds materially in deficit**
## **Further financial review details (Optional information)**
You **may choose** to include
See previous sections
additional information, where relevant about:
● the charity’s principal sources of funds (including any fundraising);
- how expenditure has
- supported the key objectives of the charity;
- investment policy and
- objectives including any ethical investment policy adopted.
## **Section F Other optional information**
## Future Plans
The focus areas of the coming year will be:
- ♦ To discuss with the regional NHS Trusts how the service SFW EVS provides can be improved and where additional value to the trusts may be realised.
- ♦ To continue the successful running of the Pharmy Army.
- ♦ To secure donations from Charitable Trusts for capital purchases (e.g. Motorcycles). ♦ To deliver a Prescott Event in 2023 _._
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
## **Signed on behalf of the charity’s trustees**
**Signature(s) Full name(s)** Kevin Marsden **Position** Secretary **Date** 18 August 2023
5
||**Severn Freewheelers Emergency Voluntary Service**
**Charity Name**|**Severn Freewheelers Emergency Voluntary Service**
**Charity Name**|**Severn Freewheelers Emergency Voluntary Service**
**Charity Name**|**Severn Freewheelers Emergency Voluntary Service**
**Charity Name**|**Severn Freewheelers Emergency Voluntary Service**
**Charity Name**|**1120999**
**No (if any)**|**1120999**
**No (if any)**|**1120999**
**No (if any)**|**CC16a**|
|---|---|---|---|---|---|---|---|---|---|
||**For the period**
**from**||01/01/2022
Period start date||**To**||31/12/2022
Period end date|||
|||||||||||
|**Section A Receipts and payments**||||||||||
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**6,617.00**
**92,587**
**2,724.00**
**226.00**
**46,920.00**
**149,074.00**||**Restricted**
**funds**
**to the nearest £**||**Endowment**
**funds**
**to the nearest £**||**Total funds**
**to the nearest £**||**Last year**
**to the nearest £**|
|Sales|**6,617.00**||||||||**4,619.00**|
|Other Income|**92,587**||||||||**50,257.00**|
|Other Receipts|**2,724.00**||||||||**25,738.00**|
|Interest Received|**226.00**||||||||**12.00**|
|PBF10|||||||||**9,060.00**|
|Prescott Bike Festival|**46,920.00**|||||||||
|**_Sub total_**|**149,074.00**||||||||**89,686.00**|
|**A2 Asset and investment sales,**
**etc.**
**_Total receipts_**
**A3 Payments**||||||||||
|||||||||||
||**149,074.00**
**45,724.00**
**37,614.00**
**1,393.00**
**8,056.00**
**1,424.00**
**1,040.00**
**7,067.00**
**1,740.00**
**104,058.00**|||||||||
||||||||||**89,686**|
|||||||||||
|Bike Expenditure (1 2 3 4 5 6 Van)|**45,724.00**||||||||**46,528.00**|
|Prescott Bike Festival|**37,614.00**|||||||||
|PBF10|||||||||**6,425.00**|
|Cost of Sales|**1,393.00**||||||||**300.00**|
|Members|**8,056.00**||||||||**1,694.00**|
|Office Expenses (premises Staff Office)|**1,424.00**||||||||**362.00**|
|Professional Fees|**1,040.00**||||||||**999.00**|
|Insurance|**7,067.00**|||||||||
|Purchases|||||||||**2,726.00**|
|Vat|**1,740.00**||||||||**864.00**|
|**_Sub total_ **|**104,058.00**||||||||**59,898.00**|
|**A4 Asset and investment**
**purchases, etc.**
**_Total payments_ **
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||||||
||**25,682.00**||||||||**48,618.00**|
||**129,740.00**
**19,334.00**
**110,325**
**129,659**|||||||||
||||||||||**108,516**|
|||||||||||
||**19,334.00**||||||||**- 18,830**|
||||||||||**-**|
||**110,325**||||||||**129,155**|
||**129,659**||||||||**110,325**|
CCXX R1 accounts (SS)
29/08/2023
1
|**Section B Statement of assets and liabilities at the end of the**|**Section B Statement of assets and liabilities at the end of the**|**Section B Statement of assets and liabilities at the end of the**|**period**||
|---|---|---|---|---|
|**Categories**
Signed by one or two trustees on behalf
of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Signature
**Details**
**Details**
Current Account
Reserve Account
Petty Cash
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
Schroders Multi Asset Fund|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
6,556
**-**
123103
**-**
**-**
**129,659**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**General**
**50,000**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Gordon Downie||**Endowment**
**funds**
**to nearest £**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||OK|
|||||**Endowment**
**funds**
**to nearest £**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**
**(optional)**|
|||||**62,007**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**
**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**When due**
**(optional)**|
||||||
||||||
||||||
||||||
||||||
||||||
|||||Date of approval|
|||Gordon Downie||08/03/2023|
||||||
CCXX R2 accounts (SS)
29/08/2023
2
Independent examinerfs report on the
accounts
Section A
Independent Examiner's Report
Report to the trustsesl
mombers of
Sevem Freewheelers Emergency Voluntary Service
On accounts for the year
ended
3111212022
Charity no
(if any)
1120999
Set out on pages
Respective The charity's trustees consider that an audit is not required for this year
responsibilities of (under section 43(21 of the Charities Act 1993 (the Ad),as amended by s.28
trustees and examiner of the Charrties Act 20061 and that an independent examination is needed.
It is my responsibility to..
examine the accounts (under section 43 of the Act, as amended),
to follow the procedures laKI down in the General Directions given by the
Charty Commission (under section 43(7)(bl of the Act, as amended),
and
to stste whether particular matters have come to my attention.
Basis of independent My examination was carried oui in accordance with General Directions given
examiner's statement by the Charity Commission. An examination includes a review of the
accounting records kept by the charrty and a comparison of the accounts
presented with those records. It also includes consideration of any unusual
items or disclosures in the accounts, and seeking explanations from the
trustees conMIng any such matters. The procedures undertaken do not
provide all the evidence that would be required in an audit, and
consequently I do not express an audit opinion on the accounts.
Independent In the course of my examination, no matter has come to my attention (other
examinerfs statement than that disclosed below ")
1. which gives me reasonable cause to believe that in. any material respeGI,
the trustees have not met the requirements to ensure that..
proper accounting records are kept (in accordan wrth section 41 of
the Acll, and
accounts are Prepared which agree wrth the accounting records and
comply with the accounting requirements of the Act". or
2. to which. in my opinion, attention should be drawn in order to enable a
proper understanding of the accounts to be feached.
. Please delete the words in the brackets rf they do not apply.
81h March 2023
Signed:
Date:
Name:
Laura E Pitt
Relevant professional
qualification(s) or body
{if any):
FCCA
Address:
Brothertons Accountants
Commercial House, 2 Abbeymead Avenue, Abbeymead, Gloucester
GL4 SUA
IER
April 2007
Section B
Disclosure
Only complete if the examiner needs to highlighl material problems.
Give here brief details of
any items that the
examiner wishes to
disclose.
IER
April 2007