OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator. This document is also available as Markdown.

← Severn Freewheelers Emergency Voluntary Service

2023-12-31-accounts

Trustees' Annual Report for the period

From Period start date To[Period end date ] Day Month Year Day Month Year 01 01 23 31 12 23

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

Names of the charity trustees who manage the charity Names of the charity trustees who manage the charity Names of the charity trustees who manage the charity Names of the charity trustees who manage the charity Names of the charity trustees who manage the charity
Trustee name
Office (if any)
Dates acted if not for
whole year
Name of person (or
body) entitled to
appoint trustee (if
any)
1 Paul Fairbank Chairman
2 Edward Kendrick Vice-Chairman and Membership
Secretary		 1stJanuary to 11th
February
3 Simon Kimber MembershipSecretary 24thMarch - 17thJune
4 Gordon Downie Treasurer 1stJanuary to 31st
September
5 Michael Clark Treasurer 9thAugust – 31st
December
6 Alison Pierce Secretary (Compliance Officer) 1stJanuary to 11th
February
7 Kevin Marsden Secretary 24thMarch – 31st
December
8 Paul Sadler Fleet Manager
9
Simon Grover		 Fundraising Manager 24thMarch – 31st
December
10 Joe Logan TrainingManager

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)

1

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

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)

How the charity is constituted

A Charitable Trust of over 100 members

Trustees are appointed or reappointed on an annual basis at the Annual Trustee selection methods General Meeting held in Q1 of each year (March) or by Special General (eg. appointed by, elected by) Meeting

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

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 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 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, Fleet Manager. Other roles may include Membership Secretary, Training Manager , Fundraising Manager. The Executive Committee also appoints sub-committees as deemed appropriate during the operational year (e.g. Training sub-Committee).

Relationship with other related parties

SFW EVS is a member of the Nationwide Association of Blood Bikes (NABB) and ensures it has at least one of its trustees as a NABB representative each year.

Consideration of Risks

2

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.

Event activities are fully risk assessed and events kit training is also provided to its members.

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 but charity set out in its governing not exclusively in Gloucestershire, Herefordshire, North Wiltshire and document 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 the main activities Summary of Main Activities undertaken for the public The focus of our group’s activities is to provide an out of hours courier benefit in relation to these service with regard to the secure transportation of human breast milk, blood objects (include within this & human tissues (UN 3373 Category B Substances), medical equipment section the statutory and medication between hospitals, hospices, patients, pathology labs, and declaration that trustees have other similar establishments at no cost 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)

Youmay chooseto 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 vehicles), 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 vehicle
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. To reduce risk in the current
financial climate due to recent reduced fund performance the portfolio was
closed in September 2023 in favour of high interest bank accounts.
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 akey strategic eventforthe group; otherevents supplement operational

3

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 of public forums (including motorcycle group discussions, public events, 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:

♦ Cumulative Mileage 2,658,797 miles since 2007

Prescott and Other Events

The 2023 Prescott Bike Festival, the groups’ main fundraising event, achieved pre-covid levels of interest and attendance after a 2 year absence due to Coronavirus. SFW continued to attend a number of regional events raising funds and awareness of the services provided by the charity. Major Donors

Severn Freewheelers (SFW) received donations and grants from a number of local Community funds, regional charitable trusts and corporate funded schemes, following application for funding. Other donations were received from individuals, corporates, organisations and local groups 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 in private vehicles to very sick patients shielding at home.

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) and high interest bank accounts based on risk analysis.

Brief statement of the

None

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

See previous sections

● 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 deliver a Prescott Event in 2024

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 7th July 2024

5

==> picture [76 x 53] intentionally omitted <==

Charity Name
No (if any)
Severn Freewheelers Emergency Voluntary Service
1120999
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
01/01/2023
31/12/2023		 CC16a

==> picture [494 x 505] intentionally omitted <==

----- Start of picture text -----
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Sales 3,388 6,617
Other Income 132,707 92,587
Other Receipts 2,280 2,724
Interest Received 1,773 226
Prescott Bike Festival 50,919 46,920
Sub total 191,067 149,074
A2 Asset and investment sales, etc.
Total receipts 191,067 149,074
A3 Payments
Bike Expenditure (1 2 3 4 5 6 Van)
43,675 45,724
Prescott Bike Festival
37,620 37,614
Cost of Sales
1,076 1,393
Members
4,254 8,056
Office Expenses (premises Staff Office)
1,538 1,424
Professional Fees
200 1,040
Insurance
7,813 7,067
Vat
- 1,748 1,740
Sub total
94,428 104,058
A4 Asset and investment
purchases, etc.
21,392 25,682
Total payments 115,820 129,740
Net of receipts/(payments) 75,247 19,334
A5 Transfers between funds
62,007 -
A6 Cash funds last year end 129,659 110,325
Cash funds this year end 266,913 129,659
----- End of picture text -----

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

Categories
B1 Cash funds		 (agree balances with receipts and payments
account(s))
Details
Current Account
Reserve Account
Petty Cash
Total cash funds		 Unrestricted
funds
to nearest £
23,347
243,566
266,913
OK		 Restricted
funds
to nearest £
-
-
-
-
OK		 Endowment
funds
to nearest £
-
-
-
-
OK
Signed by one or two trustees on behalf of
all the trustees
B2 Other monetary assets
B3 Investment assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
Details
Details
Details
Details
Signature		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name		 Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of approval

Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Severn Freewheelers Emergency Voluntary Service On acGounts for the yoar ended 3111212023 Charity no lif 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{2) of the Charities Act 1993 {the Actl,as amended by s.28 trustees and examiner of the Charities Act 2006) 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 laid down in the General Directions given by the Charity Commission (under section 43(7){bl of the Act. as amended), and to state whether particular matters have come to my attention. Basis of independent My examination was carried out in accordance with General Directions given examIne￿$ statement by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparisor+ 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 concerning any such matters. The procedures undertaken do not provide all the eviden￿ 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 examiner's Statement than that disclosed below ') 1. which gives me reasonable cause to believe that in, any material respect, the trustees have nol met the requirements to ensure that-. proper accounting records are kept lin accordance with section 41 of the Acl),. and accounts are prepared which agree with 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 reached. Please delete the words in the brackets il they do not apply. Signed: Date: 4th March 2024 Nam8: Laura E Pitt Relevant professional qualificationls) or body lif 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 lo highlight material problems. Give here brief detalls of any items that the examiner wlshes to disclose. IER April 2007