## **Trustees' Annual Report for the period** Period start date Period end date Day 1 Month 04 Year 2020 Day 31 Month 03 Year 2021 **From To** ## Section A Reference and administration details **Charity name Other names charity is known by** SAFE South West **Registered charity number (if any)** 1153179 **Charity's principal address** The Knowle Clyst St George Exeter **Postcode EX3 0NW** ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Anne Harrison|Treasurer||| ||Andrew Eastman|||| ||PollyColthorpe|||| ||Ann Bown|||| ||Leigh Redman|||| ||Pete Bond|Chair||| ||Alan Gilson||01.04.2020 - 31.12.2020|| ||Darren Peters|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**|||| **Name Dates acted if not for whole year** **TAR** March **2012** 1 ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address** ## **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document Constitution - (eg. trust deed, constitution) How the charity is constituted Foundation - (eg. trust, association, company) Trustee selection methods Ex Officio and appointed - (eg. appointed by, elected by) ## **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. ## **Section C Objectives and activities** The objects of SAFE South West are; **Summary of the objects of the charity set out in its governing document** - (1) To advance the education of the public in particular by promoting and raising awareness in community safety and fire safety issues that affect the public in their everyday lives. **TAR** March **2012** 2 - (2) To promote good citizenship and civic responsibility for the public benefit by promoting greater public participation in fire and community safety programmes and initiatives. - (3) To prevent crime, improve public safety and public order and to preserve and protect the health of the public in particular by promoting the efficient delivery of fire and community safety programmes and initiatives. - (4) To develop the capacity and skills of members of socially and economically disadvantaged communities in such a way that they are better able to identify, and help meet their needs and to participate more fully in society. SAFE South West will operate primarily for the benefit of those communities in the geographical boundaries of the South West of England Activities SAFE ( **S** afety, **A** dvice, **F** unding and **E** ducation) works in partnership with the Devon and Somerset Fire and Rescue Service to promote and provide services relating to community safety to local communities and groups. Our work includes, fire prevention, issues relating to anti-social behaviour e.g firesetting, community resilience / emergency planning and driving safely. We provide advice and expertise, make grants to local groups and organisations in need, raise funding, assist other groups to raise funding and help to train and educate young people and others. We **Summary of the main** work in partnership with community organisations, members of the **activities undertaken for the** community (including the most disadvantaged) and with other services **public benefit in relation to** such as the Police and Ambulance Service. **these objects (include within** Public Benefit **this section the statutory declaration that trustees have had regard to the guidance** Our work helps communities, individuals and those who are most **issued by the Charity** vulnerable to live more safely. Through training and education, we **Commission on public** improve knowledge, develop skills and help change behaviour about a **benefit)** wide range of community safety issues e.g. fire, road safety, and flooding. Our fundraising and grant making activities provide community organisations and groups (particularly the most disadvantaged) additional resources to enable them to become more resilient and better able to respond to local needs and issues. ## **Additional details of objectives and activities (Optional information)** **TAR** March **2012** 3 You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## Section D Achievements and performance **TAR** March **2012** 4 ## Section D Achievements and erformance p **Summary of the main achievements of the charity during the year** SAFE South West was established in August 2013 to work with local communities, Devon and Somerset Fire and Rescue Service (DSFRS) and other Emergency Services around issues of community safety. During 2020 / 21 SAFE South West has continued with work regarding community resilience, home safety and with work to help ensure equipment no longer required by Fire & Rescue services is donated to overseas Fire & Rescue Services in need. New areas of work included Mindfulness Gardens at Fire Station and work related to COVID. Unfortunately, COVID and the resulting impact did mean less work with DSFRS fire cadets and 999 Academy which were suspended in early 2020 and in some areas of work. Important areas of development and delivery during 2020/21 included: ## **COVID** SAFE’s main role during COVID in 20/21 was to secure funding (£6,000) to support newly established volunteer groups making much needed PPE for hospitals, Care Homes etc. Thanks to this funding (secured from Somerset Community Foundation and Devon Community Foundation) SAFE was able to provide grants to 6 volunteer groups in Somerset and Devon meaning the groups were able to purchase material, thread etc and produce hundreds of sets of scrubs / PPE. In addition, SAFE utilised its own unrestricted funding to provide financial to a range of groups and individuals, these included, volunteer group in West Dorset producing PPE, a group in Exeter producing face shields and to volunteers from a driving school in Bridgwater who were transporting finished PPE to where it was needed, support to a Bristol based group to transport PPE wash bags to Great Ormand Street Hospital, funding to a Somerset Home Start to help with costs of hand sanitizer and a one of grant to enable the mother of a young buy with Cystic Fibrosis to purchase desperately needed exercise mats to enable him to exercise at home I.e. unable to attend school. ## **Mindfulness Gardens at Fire Stations** Firefighting can be a dangerous and stressful job. Having a space to unwind, chat, relax and carry out gardening (a proven help to good mental health) can be a valuable addition to a Fire Station. Several years ago the concept of Mindfulness Gardens at Fire Stations, where the gardens were created and tended by Firefighters was introduced by the London Fire Service. SAFE adopted this concept and formed a funding partnership with the local Fire Brigade Union and DSFRS Sports and Social Club to make an initial £6,000 in small grants available to DSFRS Stations wanting to create a Mindfulness Garden at their Station. In addition, SAFE provided advice / templates to assist Fire Station personnel in making approaches to local companies for assistance. This approach proved very successful with B&Q providing fantastic support via a number of their stores. Within the year gardens were designed and constructed at Bridgwater, Williton (a memorial garden to a firefighter) Middlemoor (Exeter) Greenbank (Plymouth) Torquay and Exmouth Fire Stations. ## **Water Rescue Equipment** Exeter Quay is a fantastic resource in the heart of the city and is visited by thousands of local people each year. A range of activities can be found and enjoyed, including water sports, cycling, walking, cafes, restaurants and pubs. As with any water resource, there is a risk of falling into the water, being injured and **TAR** March **2012** 5 Section D Achievements and erformance p drowning. DSFRS staff attend incidents at the Quay every year and sadly there have been fatalities. Several years ago DSFRS provided staff in local pubs on the Quay in how to use a Throwline and safely (ie without entering the water) rescue someone in the water and Throwlines were provided to these establishments. However, after closing time this service was not available. The introduction of Throwlines along the Quay bank was suggested and SAFE took on this as a potential project. A small working group of SAFE, DSFRS and Exeter City Council looked at the issue and it was decided to install 5 Throwline Boards, each with a Throwline and also a 13 metre long telescopic rescue pole, total cost £9,000. SAFE launched a Crowdfunding appeal (raised £750) sought funding from the working groups partners and secured support and funding from South West Ambulance Service Trust, Devon and Cornwall Police, Environment Agency, The Prospect (a local pub) Devon County Council and South West Emergency Services Collaboration. The new lifesaving equipment was ordered in February 2021 and will be installed early in the 21/22 financial year. ## **Community Resilience** In 20/21, SAFE South West continued to administer the Somerset Prepared grant fund – previously known as The Community Resilience In Somerset Partnership (CRISP) grant fund. The fund provides small grants to communities in Somerset to help enable them to be more resilient in the event of an emergency e.g. flooding Emergencies can happen and the emergency services will always have to prioritise those in greatest need during an emergency, especially where life is in danger. There will be times when a community may affected by an emergency but lives are not in immediate danger. During this time, individuals and communities may need to rely on their own resources to ensure they are able to cope with the consequences of the emergency. Many communities already spontaneously help one another in times of need, but experience has shown that those who have spent time planning and preparing for this are better able to cope, and recover more quickly In Somerset a number of agencies and authorities e.g. Somerset County Council, DSFRS, Police, Environment Agency etc have come together as Somerset Prepared to help communities plan and prepare. They provide a range of help and advice including help in writing an emergency plan, advice on specific risks and hazards, case studies & contacts in other communities who have made themselves resilient and in addition provide small grants to help with the costs of items that help increase the resilience of the community. The grant fund is primarily intended to help with the costs of small capital items and equipment e.g. boots, protective clothing, sandbags and sandbag hoppers, radios, snow shovels, equipment sheds and defibrillators. However, it is appreciated that it is also important that members of the community who are helping in a time of emergency are well trained. Grant aid can therefore be provided towards training costs. During 20/21, 4 grants totalling £4812 were awarded to local community groups. **Safer Homes** **TAR** March **2012** 6 Section D Achievements and erformance p During 20 / 21 SAFE South West continued to support the Safer Homes project in partnership with Somerset County Council, Public Health and DSFRS. The project provides and fits a range of Home Safety Equipment for vulnerable families with young children in Somerset. The equipment includes Stairgates, Fireguards, window restrictors, cupboard locks, corner cushions, draw cord shortners and bath mats. The project also enables the families to receive a free Home Safety Visit from DSFRS which includes the fitting of smoke alarms and other equipment and advice on a range of issues such as smoking, cooking, heating and escape plans. Funding for the project has been provided by Somerset County Council to SAFE South West with DSFRS staff fitting the new equipment. During 20 /21 SAFE secured additional funding from Devon County Council to enable similar work to continue to take place in Exeter and a new partnership was formed with Barnardo's (funding via Plymouth City Council) to develop this valuable area of work in Plymouth. ## **British Virgin Islands / Overseas aid** During 2020/21 SAFE maintained contact with the BVI and with those working to provide support, training and assistance to Nepal and the Algarve. Unfortunately, the COVID epidemic did mean that this area of work had to be put on hold for 20/21. ## **Cadets** There are units, Frome, Ilfracombe, Plymouth, Tiverton and Wincanton offering exciting opportunities to young people. SAFE South West continues to support and helps raise funding for the units. Cadets can normally join a unit when they enter year 9 (aged 13/14 years of age) and stay for at least a year. Fire Cadets provide young people with a range of skills throughout the programme, including teamwork, problem solving and communication. Fire Cadets is open to all young people from a mix of backgrounds representative of the local community. The programme is designed to reduce anti-social behaviour in the local area by enhancing key citizenship skills in young people through a structured and varied range of fire and rescue service-led activities which help prepare young people for adult life. Cadets gain the confidence to interact with their community and become ambassadors, teaching people the importance of fire safety and the consequences of anti-social behaviour, like arson and making hoax 999 calls. Cadet units are educational and follow Fire Service standards of discipline, but they are also fun and hugely enjoyable. COVID restrictions have put a hold on these activities. **Overall the Aims of Fire Cadets are:** - Provide the opportunity to learn about, engage with and experience the fire and rescue service. - Support young people to make a positive contribution to society. - Enable young people to gain skills, knowledge and positive experiences in a fun, safe and secure environment. - Support young people to develop life skills, increase confidence and raise self-esteem. - Inspire young people to make positive life choices for their futures **TAR** March **2012** 7 Section D Achievements and erformance p ## **Out of the Blue** SAFE South West supported the 2 Out Of The Blue (OOTB) Units in Ilfracombe Bideford. OOTB is a 10 week Emergency Service cadet’s course aimed at 12/ 14 year olds and often based at a Fire Station, with input and sessions facilitated by Devon and Cornwall Police, South West Ambulance Service, DSFRS, and the Environment Agency, this input varies slightly between Ilfracombe and Bideford. The participants learn about the role of the different emergency services, basic first aid skills, develop team work skills as well as building confidence and aspirations. The main outcomes for participants are to raise selfesteem, provide high quality role modelling for young people and teach the disciplines of time keeping and commitment. Young people will learn about contributing to a team, skills for adult life and citizenship. COVID restrictions have put a hold on these activities. **Aims** 1. To provide knowledge and skills for young people which will help raising their aspirations, promote positive self-image and enhancing the core values of respect, inclusion, safety and community service. 2. To understand and use appropriate transferable skills to help young people to be good citizens. 3. To appreciate the need for rule, regulation and laws within a complex modern society. **999 Academy Bridgwater** Based upon the 999 Academy Barnstaple model the 999 Academy Bridgwater was established in January 2017 with financial support from SAFE South West and was fully operational during 18 / 19. The Bridgwater Academy is the second such Academy in the country and involves Devon and Somerset Fire and Rescue Service, Avon and Somerset Police, South Western Ambulance and SAFE South West. The Academy is open to young people aged 16 -18 years, regardless of their career ambitions or capabilities. In January 2020 20 students joined the Bridgwater Academy to develop skills and confidence of benefit to communities and employers and help them make career choices in the future. The programme helps inspire them to create safer communities by understanding the work of the Emergency Services and learning lifesaving skills. There are a variety of inputs ranging from diversity, emergency first aid, personal banking, interview skills, conflict resolution, lost person search management, water and mud rescue, alcohol and drug driving awareness, Road Traffic Collision (RTC) reduction and rescue, crime prevention and investigation, fire extinguisher training, and command and control. The programme included a short residential held for the first time in conjunction with the Barnstaple Academy (thanks to Devon County Councillors for financial support) at a Brixham Outdoor pursuits centre essential to help the students bond, trust each other and for group dynamics, all vital components for the activities they will undertake. Sadly the COVID related restrictions did put Academy activities on hold in March 2020 **TAR** March **2012** 8 Section D Achievements and erformance p ## **Mission** To provide knowledge and skills for individuals by raising aspirations and promoting image and using the following core values: - Respect - Inclusion - ▪ Education ▪ Safety - Community ## **Vision** To be the leading joint service academy inspiring young people to become valued and respected members of our community. ## **Tangible Benefits** - Youth & Community Engagement - Staff development - Student development - Increased employability - Skills and career enhancement ## **Intangible Benefits** - Lives Saved - Safer Communities - Increased confidence - Improved reputation - To inspire Volunteering in later life ## **Aspiration** - To Maximise Potential - To improve lives - To develop our students for employment - To improve community safety - To provide an off the peg product - To raise the profile of all partners nationally - To develop a National Programme - To impact on as many young people as possible ## **Small Grants Fund** The SAFE South West small grants scheme is aimed at helping DSFRS staff who volunteer and carry out charitable work with a community safety / fire safety focus in their own time. DSFRS staff give generously of their time and expertise to help others. Often this work takes place abroad and over the last few years staff have travelled to a whole host of countries including Nepal, Poland, Rumania and Uganda. Their work has included working to improve local fire services, teaching fire safety to school children and teachers, promoting fire safe and the installation of smoke alarms. Because this valuable work often takes place abroad, DSFRS find it difficult to help with the costs and staff usually have to raise all the funding for the trip and **TAR** March **2012** 9 Section D Achievements and erformance p work. SAFE South West offers small grants of usually no more than £250 to help with the costs, of accommodation, travel or equipment. The volunteer work does not have to take place abroad, but it does have to have a community safety / fire safety focus, where funding, resources and staff time are not available from DSFRS. This area of work had to be put on hold during 2020/21 because of COVID restriction. **TAR** March **2012** 10 ## **Section E Financial review** **Brief statement of the charity’s policy on reserves** SAFE South West does not currently have a policy regarding what level of reserves might be required. In 2020 / 21 our staff and core costs were met by DSFRS and in these circumstances i.e. with no long-term liabilities such as rent, salary redundancy payments etc the charity has been able to operate effectively and responsibly without a firm policy. However, if the funding situation changes then a decision on a reserves policy will be taken. **Details of any funds materially in deficit** None ## **Further financial review details (Optional information)** You **may choose** to include 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** ## **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)** Pete Bond Wayne Rawlins **Position (eg Secretary, Chair,** Chair Trustee **etc) Date** 07/03/2023 **TAR** March **2012** 11 ||Charity Name SAFE SOUTH WEST|Charity Name SAFE SOUTH WEST|Charity Name SAFE SOUTH WEST|Charity No
(if any)|1151719|**CC17a**| |---|---|---|---|---|---|---| ||Annual accounts for theperiod|||||| ||Period start date|**01/04/2020**||Period end
date|31/03/2021|| |||||||| |**Section A**|**Statement of financial activities**|||||| |**Recommended**
**categories by activity**
**Details of own**
**analysis**
Note
**Incoming resources (Note 3)**
**Incoming resources from**
**generated funds**
Voluntary income
S01
Activities for generating funds
S02
Investment income
S03
**Incoming resources from**
**charitable activities**
S04
**Other incoming resources**
S05
S06
**Resources expended (Notes 4-8)**
**Costs of Generating Funds**
Costs of generating voluntary
income
S07
Fundraising trading costs
S08
Investment management costs
S09
**Charitable activities**
S10
**Governance costs**
S11
**Other resources expended**
S12
S13
S14
S15
S16
S17
S18
S19
S20
S21
**_Total funds carried forward_**
**Total funds brought forward**
**_Net movement in funds_**
**_Net incoming/(outgoing) resources before_**
**_transfers_**
Gains and losses on investment assets
Gains and losses on revaluation of fixed assets
for the charity’s own use
**Other recognised** **gains/(losses)**
**_Net incoming/(outgoing) resources before_**
**_other recognised gains/(losses)_**
**Gross transfers between funds**
**_Total resources expended_**
**_Total incoming resources_**||**Unrestricted**
**funds**
**Restricted**
**income**
**funds**
**Endowment**
**funds**
**Total this**
**year**
**Total last**
**year**
**£**
**£**
**£**
**£**
**£**
F01
F02
F03
F04
F05||||| |||-|-|-|-|-| |||||-||1,321| |||-|-|-|-|-| |||1,047||-||1,470| |||1,791|46,517|-|48,308|11,925| ||||-|-|-|-| |||2,838|46,517|-|49,355|14,716| |||||||| |||-|-|-|-|-| |||-|-|-|-|-| |||-|-|-|-|-| |||-|-|-|-|-| |||8,320|21,109|-|29,429|20,337| |||191|-|-|191|868| |||-||-||250| |||8,511|21,109|-|30,133|21,455| |||5,673
-|25,408|-|19,735|6,739
-| |||-|-|-|-|-| |||5,673
-|25,408|-|19,735|6,739
-| |||||||| |||-|-|-|-|-| |||-|-||-|-| |||5,673
-|25,408|-|19,735|6,739
-| |||30,186|191,656|-|221,842|228,581| |||24,513|217,064|-|241,577|221,842| CC17a (Excel) 09/05/2023 1 ## **Section B Balance sheet** |**Fixed assets**
**Tangible assets (Note 9)**
**Investments (Note 10)**
**_Total fixed assets_**
**Current assets**
**Stock and work in progress**
**Debtors (Note 11)**
**(Short term) investments**
**Cash at bank and in hand**
**_Total current assets_**
**Creditors: amounts falling due within**
**one year (Note 12)**
**_Net current assets/(liabilities)_**
**_Total assets less current liabilities_**
**Creditors: amounts falling due after**
**one year (Note 12)**
**Provisions for liabilities and charges**
**_Net assets_**
**Funds of the Charity**
**Unrestricted funds**
**Restricted income funds (Note 13)**
**Endowment funds(Note 13)**
**_Total funds_**
Signed by one or two trustees on behalf of all
the trustees|Note
B01
B02
B03
B04
B05
B06
B07
B08
B09

B10
B11
B12
B13
B14
B15
B16
B17
B18
B19
B20|**Unrestricted**
**funds**
**£**
F01|**Restricted**
**income**
**funds**
**£**
F02|**Endowment**
**funds**
**£**
F03|**Total this**
**year**
**Total last**
**year**
**£**
**£**
F04
F05|**Total this**
**year**
**Total last**
**year**
**£**
**£**
F04
F05| |---|---|---|---|---|---|---| |||-|-|-|-|-| |||-|-|-|-|-| |||-|-|-|-|-| |||-|-|-|-|-| |||||||| |||-|-|-|-|-| ||||-|-||1,196| |||-|-|-|-|-| |||2,754|152,188|-||220,818| |||2,754|152,188|-||222,014| |||||||| |||-|2,441|-||173| |||||||| |||2,754|149,747|-|152,501|221,841| |||||||| |||2,754|149,747|**-**|152,501|221,841| |||||||| |||-|-|-|-|-| |||-|-|-|-|-| |||||||| |||2,754|149,747|-|152,501|221,841| |||||||| |||89,389|||89,389|126,632| |||-|||-|-| ||||152,188||152,188|95,210| |||||-|-|-| |||||||| |||89,389|152,188|-|241,577|221,842| |||||||| |||Signature||Date of
approval
Print Name||| |||||Gerald Taylor||02/05/2023| |||||||| CC17a (Excel) 09/05/2023 2 ## **Section C Notes to the accounts** ## Note 1 **Basis of preparation** _**This section should be completed by all charities** ._ ## **1.1 Basis of accounting** These accounts have been prepared on the basis of historic cost (except that investments are shown at market value) in accordance with: - Accounting and Reporting by Charities – Statement of Recommended Practice (SORP 2005); • and with* ✓ Accounting Standards; or Financial Reporting Standards for Smaller Enterprises (FRSSE); - and with the Charities Act. [** except for the following]. _**Give details in this box if a different standard has been followed.**_ - -Tick as appropriate: - if all relevant disclosures shown in the pack have been given then please tick “Accounting Standards”; - if disclosures completed in these accounts have been restricted to those required by the FRSSE, then please tick - “Financial Reporting Standards for Smaller Enterprises (FRSSE)”. ** - If no departures from the chosen standards have been made then delete these words; otherwise give details of any changes in the boxes. ## **1.2 Change in basis of accounting** There has been no change to the accounting policies (valuation rules and methods of accounting) since last year (§ except for the following). ## _**Give details in this box of any material changes that have been made.**_ - § if no changes have been made to accounting policies then delete these words. ## **1.3 Changes to previous accounts** No changes have been made to accounts for previous years (§§ except for the following). _**Give details in this box of any material changes that have been made.**_ §§ if no changes have been made to accounts for previous periods then delete these words. CC17a (Excel) 09/05/2023 3 ## **Section C Notes to the accounts (cont)** ## **Note 2 Accounting policies** _**This standard list of accounting policies has been applied by the charity except for those deleted. Where a different or additional policy has been adopted then this is detailed in the box below.**_ ## **INCOMING RESOURCES** |**Recognition of incoming**|These are included in the Statement of Financial Activities (SoFA) when:| |---|---| |**resources**|• the charity becomes entitled to the resources;| ||• the trustees are virtually certain they will receive the resources; and| ||• the monetary value can be measured with sufficient reliability.| |**Incoming resources with**|Where incoming resources have related expenditure (as with fundraising or contract income)| |**related expenditure**|the incoming resources and related expenditure are reported gross in the SoFA.| |**Grants and donations**|Grants and donations are only included in the SoFA when the charity has unconditional| ||entitlement to the resources.| |**Tax reclaims on donations**|Incoming resources from tax reclaims are included in the SoFA at the same time as the gift to| |**and gifts**|which they relate.| |**Contractual income and**|This is only included in the SoFA once the related goods or services have been delivered.| |**performance related grants**|| |**Gifts in kind**|Gifts in kind are accounted for at a reasonable estimate of their value to the charity or the
amount actually realised.| ||Gifts in kind for sale or distribution are included in the accounts as gifts only when sold or| ||distributed by the charity.| ||Gifts in kind for use by the charity are included in the SoFA as incoming resources when| ||receivable.| |**Donated services and**|These are only included in incoming resources (with an equivalent amount in resources| |**facilities**|expended) where the benefit to the charity is reasonably quantifiable, measurable and| ||material_._The value placed on these resources is the estimated value to the charity of the| ||service or facility received.| |**Volunteer help**|The value of any voluntary help received is not included in the accounts but is described in
the trustees’ annual report.| |**Investment income**|This is included in the accounts when receivable.| |**Investment gains and losses**|This includes any gain or loss on the sale of investments and any gain or loss resulting from| ||revaluing investments to market value at the end of the year.| |**EXPENDITURE AND LIABILITIES**|| |**Liability recognition**|Liabilities are recognised as soon as there is a legal or constructive obligation committing the| ||charity to pay out resources.| |**Governance costs**|Include costs of the preparation and examination of statutory accounts, the costs of trustee| ||meetings and cost of any legal advice to trustees on governance or constitutional matters.| |**Grants with performance**|Where the charity gives a grant with conditions for its payment being a specific level of| |**conditions**|service or output to be provided, such grants are only recognised in the SoFA once the| ||recipient of the grant has provided the specified service or output.| |**Grants payable without**|These are only recognised in the accounts when a commitment has been made and there are| |**performance conditions**|no conditions to be met relating to the grant which remain in the control of the charity.| |**Support Costs**|Support costs include central functions and have been allocated to activity cost categories on| ||a basis consistent with the use of resources, eg allocating property costs by floor areas, or per| ||capita, staff costs by the time spent and other costs by their usage.| |**ASSETS**|| |**Tangible fixed assets for use**|These are capitalised if they can be used for more than one year, and cost at least £500.| |**by charity**|They are valued at cost or a reasonable value on receipt.| |**Investments**|Investments quoted on a recognised stock exchange are valued at market value at the year| ||end. Other investment assets are included at trustees' best estimate of market value.| |**Stocks and work in progress**|These are valued at the lower of cost or market value.| |**POLICIES ADOPTED**|| |**ADDITIONAL TO OR**|| |**DIFFERENT FROM THOSE**|| |**ABOVE**|| CC17a (Excel) 09/05/2023 4 ## **Section C Notes to the accounts (cont)** ## **Note 3 Analysis of incoming resources** _**Incoming resources may be further analysed if this would help the reader of the accounts.**_ |**Incoming resources from**
**charitable activities**
**Activities for generating funds**
**Investment income**
**Voluntary income**|**This year**
**Last year**
**£**
**£**
Donations from abseil/car wash
604
In MemoryDonantion
717
- -
- -
**Total**
1,321
- -
- -
- -
- -
- -
**Total** - -
Bank Interest
1,470
- -
- -
- -
- -
**Total**
1,470
Devon CountyCouncil
7,667 450
Somerset Prepared
4,190 9,099
Somerset Community Foundation
2,000
Hospicecare Exmouth
1,626
Devon Community Foundation
4,000
Crowdfunder
770
Plymouth City Council
5,000
DSFRS
3,000
SWESC
10,000
Out of the Blue
7,890
Fire Brigade Union
2,000
BVI
981
Colombia
810
P Gregoire
250
Reniassance Retirement
250
PCC Avon & Somerset
250
**Analysis**|**This year**
**Last year**
**£**
**£**
Donations from abseil/car wash
604
In MemoryDonantion
717
- -
- -
**Total**
1,321
- -
- -
- -
- -
- -
**Total** - -
Bank Interest
1,470
- -
- -
- -
- -
**Total**
1,470
Devon CountyCouncil
7,667 450
Somerset Prepared
4,190 9,099
Somerset Community Foundation
2,000
Hospicecare Exmouth
1,626
Devon Community Foundation
4,000
Crowdfunder
770
Plymouth City Council
5,000
DSFRS
3,000
SWESC
10,000
Out of the Blue
7,890
Fire Brigade Union
2,000
BVI
981
Colombia
810
P Gregoire
250
Reniassance Retirement
250
PCC Avon & Somerset
250
**Analysis**|**This year**
**Last year**
**£**
**£**
Donations from abseil/car wash
604
In MemoryDonantion
717
- -
- -
**Total**
1,321
- -
- -
- -
- -
- -
**Total** - -
Bank Interest
1,470
- -
- -
- -
- -
**Total**
1,470
Devon CountyCouncil
7,667 450
Somerset Prepared
4,190 9,099
Somerset Community Foundation
2,000
Hospicecare Exmouth
1,626
Devon Community Foundation
4,000
Crowdfunder
770
Plymouth City Council
5,000
DSFRS
3,000
SWESC
10,000
Out of the Blue
7,890
Fire Brigade Union
2,000
BVI
981
Colombia
810
P Gregoire
250
Reniassance Retirement
250
PCC Avon & Somerset
250
**Analysis**| |---|---|---|---| ||Donations from abseil/car wash||604| ||In MemoryDonantion||717| |||-|-| |||-|-| ||**Total**||1,321| ||||| |||-|-| |||-|-| |||-|-| |||-|-| |||-|-| ||**Total**|-|-| ||||| ||Bank Interest||1,470| |||-|-| |||-|-| |||-|-| |||-|-| ||**Total**||1,470| ||||| ||Devon CountyCouncil|7,667|450| ||Somerset Prepared|4,190|9,099| ||Somerset Community Foundation|2,000|| ||Hospicecare Exmouth||1,626| ||Devon Community Foundation|4,000|| ||Crowdfunder|770|| ||Plymouth City Council|5,000|| ||DSFRS|3,000|| ||SWESC|10,000|| ||Out of the Blue|7,890|| ||Fire Brigade Union|2,000|| ||BVI|981|| ||Colombia|810|| ||P Gregoire||250| ||Reniassance Retirement||250| ||PCC Avon & Somerset||250| **Total**[ 48][,][308 11][,][925 ] CC17a (Excel) 09/05/2023 5 ## **Section C Notes to the accounts (cont)** ## **Note 4 Analysis of resources expended** ## **Resources expended may be further analysed if this would help the reader of the accounts.** |**Costs of generating**
**voluntary income**
**Fundraising trading**
**costs**
**Investment**
**management costs**
**Governance costs**
**Charitable activities**|**This year**
**£**
**Analysis**|**This year**
**£**
**Analysis**|**This year**
**£**
**Analysis**|**Last year**
**£**| |---|---|---|---|---| ||||-|-| ||||-|-| ||||-|-| ||||-|-| ||||-|-| ||**Total**||-|-| |||||| ||||-|-| ||||-|-| ||||-|-| ||||-|-| ||||-|-| ||**Total**||-|-| |||||| ||||-|-| ||||-|-| ||||-|-| ||**Total**||-|-| |||||| ||SomersetPrepared/CRISP||4,788|10,380| ||Fire Cadets (Youth Intervention)|||1,234| ||MiscellaneousActivities|||| ||Somerset County Council Home Safety||1284|2,402| ||CovidPPE||8916|| ||MOD Learn 2 LiveFilm|||1,045| ||DevonCounty Council|||544| ||WaterSafety||9218|| ||Nepal|||2,532| ||Health||600
4750
386|| ||Mindfulness Garden|||| ||OverseasAssistance|||| |||||| ||Red Thumb
Romania|||400| |||||250| ||OverseasAssistance|||1,799| |||**Total**|29,942|20,586| |||||| ||Subscriptionto Grants On-line||119|119| ||BankCharges||72|72| ||Insurance|||477| ||HMRC|||200| ||**Total**||191|868| CC17a (Excel) 09/05/2023 6 ## **Section C Notes to the accounts (cont)** ## **Note 5 Support Costs** _**Please complete this note if the charity has analysed its expenses using activity categories and has support costs.**_ |**_support costs._**||||| |---|---|---|---|---| |**Support cost type**|**Fundraising activity**
**£**|**Charitable Activity**
**£**|**Governance Activity**
**£**|**Total Cost**
**£**| ||-|-|-|-| ||-|-|-|-| ||-|-|-|-| ||-|-|-|-| ||-|-|-|-| ||-|-|-|-| ||-|-|-|-| |**Total**|-|-|-|-| ## **Note 6 Details of certain items of expenditure** ## **6.1 Trustee expenses** _**Please provide details of the amount of any payment or reimbursement of out-of-pocket expenses made to trustees or to third parties for expenses incurred by trustees. If no expenses were paid, please enter ‘None’ in the appropriate box(es).**_ |**Number of trustees** **who were paid expenses**
**Nature of the expenses**
**Total amount paid**|**This year**|**Last year**| |---|---|---| |||| |||| ||**£**|**£**| ## **6.2 Fees for examination or audit of the accounts** _**Please provide details of the amount paid for any statutory external scrutiny of accounts and other services provided by your independent examiner or auditor. If nothing was paid please enter NONE in the appropriate box(es).**_ **Independent examiner’s or auditors' fees for reporting on the accounts Other fees (for example: advice, consultancy, accountancy services) paid to the independent examiner or auditor** |**This year**
**£**|**Last year**
**£**| |---|---| ||| ||| CC17a (Excel) 09/05/2023 7 ## **Section C Notes to the accounts (cont)** **Note 7 Paid employees** _**Please complete this note if the charity has any employees.**_ ## **7.1 Staff Costs** |**Fundraising**
**Charitable Activities**
**Governance**
**Other**
**Total**
**Gross wages, salaries and benefits in kind**
**The parts of the charity in which the**
**employees work**
**7.2 Average number of full-time equivalent employees in the year**
**Employer’s National Insurance costs**
**Pension costs**
**Total staff costs**|**Fundraising**
**Charitable Activities**
**Governance**
**Other**
**Total**
**Gross wages, salaries and benefits in kind**
**The parts of the charity in which the**
**employees work**
**7.2 Average number of full-time equivalent employees in the year**
**Employer’s National Insurance costs**
**Pension costs**
**Total staff costs**|**This year**
**£**|**Last year**
**£**| |---|---|---|---| |||-|-| |||-|-| |||-|-| |||-|-| ||||| ||**nt employees in the year**|**This year**
**Number**|**Last year**
**Number**| ||**Fundraising**|-|-| ||**Charitable Activities**|-|-| ||**Governance**|-|-| ||**Other**|-|-| ||**Total**|-|-| ## **7.3 Defined contribution pension scheme** _**Please complete if a defined contribution pension scheme is operated.**_ **Brief details of the scheme** **The costs of the scheme to the charity for the year The amount of any contributions outstanding at the year end The amount of any contributions prepaid at the year end** ||**This year**|**Last year**| |---|---|---| ||**£**|**£**| |||| |||| |||| CC17a (Excel) 09/05/2023 8 ## **Section C Notes to the accounts (cont)** ## **Note 8 Grantmaking** _**Please complete this note if the charity made any grants or donations which in aggregate form a material part of the charitable activities undertaken.**_ ## **8.1 Total value of grants** |**8.1 Total value of grants**|**8.1 Total value of grants**||| |---|---|---|---| |**Purpose for whichgrants made**||**Grants to**
**institutions**
**Total amount £**|**Grants to**
**individuals**
**Total amount £**| |||-|-| |||-|-| |||-|-| |||-|-| |||-|-| |||-|-| |**_Total_**||**-**|**-**| |**£**
**_If the charity’s accounts are prepared on the “activity basis” please give details of any support cost_**
**_associated with grantmaking. Please enter “Nil” if the charity does not identify and/or allocate support_**
**_costs._**
**Support costs of grantmaking**
**8.1 Grantmaking costs**
**_If the charity has made grants to particular institutions that are material in the context of its grantmaking_**
**_please give details of the institution supported, purpose of the grant and total paid to each institution_**
**_listed. Sufficient information should be given to provide a reasonable understanding of the range of_**
**_institutions supported._**
**8.3 Grants made to institutions**|||| |**Names of institutions**|**Purpose**||**Total amount of**
**grantspaid £**| ||||-| ||||-| ||||-| ||||-| ||||-| ||||-| ||||-| ||||-| ||||-| ||||-| |**_Total grants to institutions_**|||**-**| CC17a (Excel) 09/05/2023 9 ## **Section C Notes to the accounts (cont)** ## **Note 9 Tangible fixed assets** ## _**Please complete this note if the charity has any tangible fixed assets**_ ## **9.1 Cost or valuation** |**Freehold land**
**& buildings**
**Other land &**
**buildings**
**Plant,**
**machinery and**
**motor vehicles**
**Fixtures,**
**fittings and**
**equipment**
**Payments on**
**account and**
**assets under**
**construction**
**Total**
**£**
**£**
**£**
**£**
**£**
**£**
Balance brought
forward
- - - - - -
Additions
- - - - - -
Revaluations
- - - - - -
Disposals
- - - - - -
Transfers *
- - - - - -
Balance carried
forward
- - - - - -
****Basis**
SL or RB
SL or RB
SL or RB
SL or RB
SL or RB
**** Rate**
Balance brought
forward
- - - - - -
Depreciation charge
for year
- - - - - -
Impairment provisions - - - - - -
Revaluations
- - - - - -
Disposals
- - - - - -
Transfers*
- - - - - -
Balance carried
forward
- - - - - -
Brought forward
- - - - - -
Carried forward
- - - - - -
**9.3 Net book value**
**9.2 Accumulated depreciation and impairment provisions**|**Freehold land**
**& buildings**
**£**|**Other land &**
**buildings**
**£**|**Plant,**
**machinery and**
**motor vehicles**
**£**|
**Fixtures,**
**fittings and**
**equipment**
**£**|**Payments on**
**account and**
**assets under**
**construction**
**£**|**Total**
**£**| |---|---|---|---|---|---|---| ||-|-|-|-|-|-| ||-|-|-|-|-|-| ||-|-|-|-|-|-| ||-|-|-|-|-|-| ||-|-|-|-|-|-| ||-|-|-|-|-|-| ||-|-|-|-|-|-| ||-|-|-|-|-|-| ||-|-|-|-|-|-| ||-|-|-|-|-|-| ||-|-|-|-|-|-| ||-|-|-|-|-|-| ||-|-|-|-|-|-| |||||||| ||-|-|-|-|-|-| ||-|-|-|-|-|-| ## **9.4 Revaluation** ## _**If any fixed assets have been revalued please give details of the valuer and method of valuation**_ > _* The "transfers" row is for movements between fixed asset categories._ _** Please indicate the method of depreciation by deleting the method not applicable (SL = straight line; RB = reducing balance). Also please indicate the rate of depreciation: for straight line, what is the anticipated life of the asset (in years); for reducing balance, what is the percentage annual deduction._ CC17a (Excel) 09/05/2023 10 ## **Section C Notes to the accounts (cont)** ## **Note 10 Investment assets** ## _**Please complete this note if the charity has any investment assets.**_ ## **10.1 Fixed assets investments** |**Add/(deduct):**net gain/(loss) on revaluation
Carrying (market) value at beginning of year
Carrying (market) value at end of year
**Add:**additions to investments at cost
**Less:**disposals at carrying value|**£**| |---|---| ||-| ||-| ||-| ||-| ||-| ## _**Please provide below:**_ ## **10.2 A breakdown of the market values of investments shown above agreeing with the balance sheet row B03.** ## **10.3 A breakdown of the income from investments agreeing with SOFA row S03.** |**Investments in subsidiary or connected undertakings and companies**
**Analysis of investments**
**Other investments**
**Total**
**Investment properties**
**Securities not listed on a recognised Stock Exchange**
**Cash held as part of the investment portfolio**
**Investments listed on a recognised stock exchange or held in common**
**investment funds, open ended investment companies, unit trusts or other**
**collective investment schemes**|**10.2**
**Market value at**
**year end**
**£**|**10.3**
**Income from**
**investments for**
**the year**
**£**| |---|---|---| ||-|-| ||-|-| ||-|-| ||-|-| ||-|-| ||-|-| ||-|-| ## **10.4 Material investment holdings** **If any single investment is material in terms of its value (for example represents more than 5 per cent of the value of the charity’s total investments) please provide details.** **Investment held Market Value** CC17a (Excel) 09/05/2023 11 ## **Section C Notes to the accounts (cont)** ## **Note 11 Debtors and prepayments** ## _**Please complete this note if the charity has any debtors or prepayments.**_ |**Analysis of debtors**
**Trade debtors**
**Amounts due from subsidiary and associated**
**undertakings**
**Other debtors**
**Prepayments and accrued income**
**Total**|**Amounts falling due**
**within oneyear**|**Amounts falling due**
**within oneyear**|**Amounts falling due after**
**more than oneyear**|**Amounts falling due after**
**more than oneyear**| |---|---|---|---|---| ||**This year**
**£**|**Last year**
**£**|**This year**
**£**|**Last year**
**£**| ||-|-|-|-| ||-|-|-|-| ||-|-|-|-| ||-||-|-| ||-||-|-| ## **Note 12 Creditors and accruals** _**Please complete this note if the charity has any creditors or accruals.**_ **12.1 Analysis of creditors** |**Loans and overdrafts**
**Trade creditors**
**Amounts due to subsidiary and associated**
**undertakings**
**Other creditors**
**Accruals and deferred income**
**Total**|**Amounts falling due**
**within oneyear**|**Amounts falling due**
**within oneyear**|**Amounts falling due after**
**more than oneyear**|**Amounts falling due after**
**more than oneyear**| |---|---|---|---|---| ||**This year**
**£**|**Last year**
**£**|**This year**
**£**|**Last year**
**£**| ||-|-|-|-| ||-|2,270|-|-| ||-|-|-|-| ||-|-|-|-| ||-|-|-|-| ||-||-|-| ## **12.2 Security over assets** _**If any loan, overdraft or other creditor holds a charge or other security over any assets of the charity please provide details.**_ CC17a (Excel) 09/05/2023 12 **Section C Notes to the accounts (cont)** ## **Note 13 Endowment and restricted income funds** _**Please complete this section if the charity has any endowment or restricted income funds.**_ ## **13.1 Funds held** **Please give a brief description of any of the following type of funds held by the charity:** - **permanent endowment funds (PE);** - **expendable endowment funds (EE); and** - **restricted income funds, including special trusts, of the charity (R).** |**Fund Name**|**Type PE, EE**
**or R**
**Purpose and Restrictions**|**Type PE, EE**
**or R**
**Purpose and Restrictions**| |---|---|---| |Devon County Council|R|Home Safety Equipment| |Gawthorn Charity Trust
Somerset County Council
Somerset Prepared
999 memorial project|R|To supply a de-fib machine.| ||R|Safer homes initiative| ||R|Community Resilience Projects in Somerset| ||R|999 Awards| |Cheddar Project|R|School Education Project| |Barnardo's Plymouth
SWESC
Out of the Blue|R|Home Safety



Equipment| ||R|~~E~~
~~i~~
~~t~~
Water Safety Equipment| ||R|Young
| |Renaissance Retirement|~~l~~
R
Aid to Nepal|| ## **13.2 Movements of major funds** ## _**Please give details of the movements of the major funds summarised in the restricted and endowment columns of the Statement of Financial Activities.**_ |
Somerset Commun+B23:B34
Founat|**Fund**
**balances**
**brought**
**forward**
**£**|**Incoming**
**resources**
**£**|**Outgoing**
**resources**
**£**|**Transfers**
**£**|**Gains and**
**losses**
**£**|**Fund**
**balances**
**carried**
**forward**
**£**| |---|---|---|---|---|---|---| |~~Somerset Prepared (was DSFRS~~
(CRISP))|117,864|4,190|4,788|-|-|117,266| |Devon CountyCouncil|172|7,667|2,667||-|5,172| |Somerset CountyCouncil|42,278||1,284|-|-|40,994| |Gawthorn Cardiac Trust|500||||-|500| |Cheddar Project|2,235||600|||1,635| |999 memorialproject|717|||||717| |Renaissance Retirement|250|||||250| |Out of the Blue||7,890||||7,890| |Plymouth CityCouncil Barnardo's||5,000||||5,000| |Somerset CommunityFounation||2,000|2,000|||| |Devon CommunityFoundation||4,000|4,000|||| |Crowdfunder||770|770|||| |DSFRS||3,000|3,000|||| |Fire Brigades Union||2,000|2,000|||| |SWESC|-|10,000|-|-|-|10,000| |**Total Funds**|164,016|46,517|21,109|-|-|189,424| ## **13.3 Transfers between funds** ## _**Please give details of any transfers between funds.**_ **From Fund (Name) To Fund (Name) Reason Amount** CC17a (Excel) 09/05/2023 13 CC17a (Excell 14 0910512023 ## **Section C Notes to the accounts (cont)** ## **Note 14 Transactions with related parties** _**If the charity has any transactions with related parties (other than the trustee expenses explained in note 6) details of such transactions should be provided in this note. If there are no transactions to report, please enter “None” in the relevant boxes.**_ ## **14.1 Remuneration and benefits** _**Please give the amount of, and legal authority for, any remuneration or other benefits paid to a trustee or other related parties by the charity or any institution or company connected with it.**_ |**Name of trustee or connected party**|**Legal authority (eg order,**
**governing document)**|**Amounts paid or benefit value**|**Amounts paid or benefit value**| |---|---|---|---| |||**This year**
**£**|**Last year**
**£**| ||||| ||||| ||||| ## **14.2 Loans** _**Please give details of and amounts owing to or from the charity’s trustees or other related parties by the charity at the year end.**_ |**Due to trustees and**
**related parties**
**Due from trustees**
**and related parties**|**Name of trustee or**
**connected party**|**Legal authority**|**Amount owing**|**Amount owing**| |---|---|---|---|---| ||||**This year**
**£**|**Last year**
**£**| |||||| |||||| ## **14.3 Other transaction(s) with trustees or related parties** _**Please give details of any transaction undertaken by (or on behalf of) the charity in which a trustee or related party has a material interest.**_ |**Name of the trustee**
**or relatedparty**|**Relationship to**
**charity**|**Description of the**
**transaction(s)**|**This year**
**£**|**Last year**
**£**| |---|---|---|---|---| |||||| |||||| |||||| CC17a (Excel) 09/05/2023 15 **Section C Notes to the accounts (cont)** ## **Note 15 Additional Disclosures** **The following are significant matters which are not covered in other notes and need to be included to provide a proper understanding of the accounts. If there is insufficient room here, please add a separate sheet.** CC17a (Excel) 09/05/2023 16 ## **Independent examiner’s report to the trustees of SAFE South West** I report on the accounts of SAFE South West for the year ended 31 March 2021, which are attached. ## **Respective responsibilities of trustees and examiner** The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. It is my responsibility to: - examine the accounts under section 145 of the 2011 Act - to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act - to state whether particular matters have come to my attention ## **Basis of independent examiner’s report** My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity 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 you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below. ## **Independent examiner’s statement** In connection with my examination, no matter has come to my attention: (1) which gives me reasonable cause to believe that in any material respect the requirements: - to keep accounting records in accordance with section 130 of the 2011 Act - to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met. Shayne Scott, CPFA, ACMA