## **Trustees' Annual Report for the period** Period start date Period end date Day 1 Month 04 Year 2023 Day 31 Month 03 Year 2024 **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** |**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---| |1 Gerald Taylor|Chair||| |2 Wayne Rawlins|||| |3 Richard Chesterton|3 Richard Chesterton||| |4 Ros Clarke||To August 2023|| |5 Kate Saint||From August 2023|| |6|||| |7|||| |8|||| |9|||| |10|||| |11|||| |12|||| |13|||| |14|||| |15|||| |16|||| |17|||| |18|||| |19
~~ee~~|~~ee~~|~~ee~~|~~ee~~| |20
~~ee~~|~~ee~~|~~ee~~|~~ee~~| **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 SAFE South West was established in August 2013 to work with local communities, **Summary of the main** Devon and Somerset Fire and Rescue Service (DSFRS) and other Emergency **achievements of the charity** Services around issues of community safety. **during the year** During 2023 / 24 the charity has continued with work regarding community resilience, home safety equipment and water safety. A new project Mental Health Support Benches was started. **Community Resilience** In 23/24, 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 23/24 grants totalling £10,584 were awarded to 10 local community groups. ## **Safer Homes** During 23 / 24 SAFE South West continued to support the Safer Homes project in partnership with Somerset County Council, Public Health and DSFRS. 22/23 had seen the scheme extended into Plymouth via Barnardos and 23/24 saw the scheme extended further into Plymouth through an additional partnership approach with Action for Children. 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 **TAR** March **2012** 5 Section D Achievements and erformance p fitting of smoke alarms and other equipment and advice on a range of issues such as smoking, cooking, heating and escape plans. The charity continued to work closely with DSFRS, helping to fund a mindfulness garden at Paignton fire station and providing educational resources for the fire setting team. Work around water safety was supported including helping to provide throwlines for business training and tow woggles to help with swimming lessons to the refugee community in Plymouth. ## **Mental Health Support Benches** This is a project being developed by SAFE South West following an approach from a Fire Fighter. It involves creating benches / signage to help those with mental health issues, by providing easy access to a range of information and support. ## **Progress** The project has good support and input from the leads for mental health and wellbeing in Somerset and Devon, Plymouth, Cornwall and Torbay all wish to take part, District Councillors, the Samaritans, SHOUT and Experts by Experience volunteering with Open Mental Health. The original concept of benches at highrisk locations came from a fire fighter in Barnstaple and has been retained but broadened to include locations where those needing a quiet space / in distress might go or where there are higher than average mental health issues. The mental health support benches will have a plaque along the back with a QR code / URL (for access by those without a Smart phone) leading to a link tree with range of information and organisations providing support, together with a message saying if life is in danger phone 999. The QR code content varies slightly in each county reflecting local services and has been finalised with input from specialists in this field and from Experts by Experience. The message Come Sit With Us will be engraved along the back of the bench. One arm of the bench will have a Samaritans plaque the other a plaque from SHOUT, a text-based organisation for those who do not wish to make a phone call. The Samaritans and SHOUT have specially designed the plaques to be small enough to fit the arms of a bench / the seat and are fixed with one way security screws. The benches are made from recycled plastic in light green, good for the environment and require no maintenance. In some areas, we will look to create new small planted tranquil areas for a bench to be located. In other places where there are already benches the plaques can be easily attached to the back, arms, or seat. **TAR** March **2012** 6 ## **Section E Financial review** SAFE South West does not currently have a policy regarding what level of **Brief statement of the** reserves might be required. In previous years our staff and core costs were met **charity’s policy on reserves** 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. That situation has now changed and a decision on a reserves policy will be taken in the near future. **Details of any funds materially** None **in deficit 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** ~~__~~ Katie Saint **Signature(s) Full name(s)** Gerald Neil Taylor Katie Saint **Position (eg Secretary, Chair,** Chair Trustee **etc) Date** 23/01/2025 **TAR** March **2012** 7 |Charity No
(if any)
1153179
Period start date
**01/04/2023**
Period end
date
31/03/2024
**CC17a**
Charity Name SAFE SOUTH WEST
Annual accounts for theperiod
~~Se~~|Charity No
(if any)
1153179
Period start date
**01/04/2023**
Period end
date
31/03/2024
**CC17a**
Charity Name SAFE SOUTH WEST
Annual accounts for theperiod
~~Se~~|Charity No
(if any)
1153179
Period start date
**01/04/2023**
Period end
date
31/03/2024
**CC17a**
Charity Name SAFE SOUTH WEST
Annual accounts for theperiod
~~Se~~|Charity No
(if any)
1153179
Period start date
**01/04/2023**
Period end
date
31/03/2024
**CC17a**
Charity Name SAFE SOUTH WEST
Annual accounts for theperiod
~~Se~~|Charity No
(if any)
1153179
Period start date
**01/04/2023**
Period end
date
31/03/2024
**CC17a**
Charity Name SAFE SOUTH WEST
Annual accounts for theperiod
~~Se~~|Charity No
(if any)
1153179
Period start date
**01/04/2023**
Period end
date
31/03/2024
**CC17a**
Charity Name SAFE SOUTH WEST
Annual accounts for theperiod
~~Se~~| |---|---|---|---|---|---| |**Section A Statement of financial activities**|||||| |||**Restricted**|||| |**Recommended**
**categories by activity**
**Details of own**
**analysis**
Note
**Unrestricted**
**funds**||**income**
**funds**
**Endowment**
**funds**|**Total this**
**year**||**Total last**
**year**| |**£**||**£**
**£**|**£**||**£**| |**Incoming resources (Note 3)**
F01||F02
F03|F04||F05| |**Incoming resources from**
**generated funds**
-
-
-
-
-
Voluntary income
S01
30,904
-
30,904
Activities for generating funds
S02
-
-
-
-
-
Investment income
S03
3,490
-
3,490
1,933
**Incoming resources from**
**charitable activities**
S04
13
22,330
-
22,343
10,557
**Other incoming resources**
S05
-
-
-
-
S06
34,407
22,330
-
56,737
12,490
**_Total incoming resources_**
~~=|=====~~|||||| |**Resources expended (Notes 4-8)**|||||| |**Costs of Generating Funds**
-
-
2,000
Costs of generating voluntary
income
S07
10,000
-
-
10,000
-
Fundraising trading costs
S08
-
-
-
-
-
Investment management costs
S09
-
-
-
-
-
**Charitable activities**
S10
769
23,430
-
24,199
24,465
**Governance costs**
S11
2,264
-
-
2,264
2,478
**Other resources expended**
S12
-
1,170
S13
13,033
23,430
-
36,463
30,113
S14
21,374
1,100
-
-
20,274
17,623
-
S15
-
-
-
S16
21,374
1,100
-
-
20,274
17,623
-
**_Total resources expended_**
**_Net incoming/(outgoing) resources before_**
**_transfers_**
**_Net incoming/(outgoing) resources before_**
**_other recognised gains/(losses)_**
**Gross transfers between funds**
~~ae~~|||||| |**Other recognised** **gains/(losses)**|||||| |Gains and losses on revaluation of fixed assets|||||| |S17
-
for the charity’s own use||-
-|-||-| |S18
-
Gains and losses on investment assets||-|-||-| |S19
21,374
**_Net movement in funds_**|-|1,100
-
-|20,274|-|17,623
-| |S20
45,461
**Total funds brought forward**||164,179
-|209,640||227,263| |S21
66,835
**_Total funds carried forward_**||163,079
-|229,914||209,640| CC17a (Excel) 27/01/2025 1 ## **Section B Balance sheet** **Restricted Unrestricted income Endowment Total this Total last funds funds funds year year £ £ £ £ £ Fixed assets** F01 F02 F03 F04 F05 **Tangible assets (Note 9)** B01 - - - - - B02 - - - - - **Investments (Note 10)** B03 - - - - - _**Total fixed assets**_ B04 - - - - - ~~==——=—~~ **Current assets Stock and work in progress** B05 - - - - - **Debtors (Note 11)** B06 - - **(Short term) investments** B07 - - - - - **Cash at bank and in hand** B08 - _**Total current assets**_ B09 66,835 163,079 - 229,914 209,640 ~~=====~~ **Creditors: amounts falling due within one year (Note 12)** B10 - - _**Net current assets/(liabilities)**_ B11 66,835 163,079 - 229,914 231,014 ~~er~~ _**Total assets less current liabilities**_ B12 66,835 163,079 **-** 229,914 231,014 **Creditors: amounts falling due after one year (Note 12)** B13 - - - - - **Provisions for liabilities and charges** B14 - - - - - _**Net assets**_ B15 66,835 163,079 - 229,914 231,014 ~~——~~ **Funds of the Charity Unrestricted funds** B16 66,835 45,461 B17 - - - **Restricted income funds (Note 13)** B18 163,079 164,179 **Endowment funds (Note 13)** B19 - - - _**Total funds**_ B20 - - 229,914 209,640 ~~Se~~ Signed by one or two trustees on behalf of all Date of Signature Print Name the trustees approval Gerald Taylor 23/01/2025 Signed by one or two trustees on behalf of all the trustees CC17a (Excel) 27/01/2025 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) 27/01/2025 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) 27/01/2025 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**
**£**
**£**
**Analysis**|**This year**
**Last year**
**£**
**£**
**Analysis**|**This year**
**Last year**
**£**
**£**
**Analysis**| |---|---|---|---| ||Bequest|30,904|| ||||| |||-|-| |||-|-| ||**Total**|30,904|| ||||| ||||-| |||-|-| |||-|-| |||-|-| |||-|-| ||**Total**|-|-| ||||| ||Bank Interest|3,490|1,933| |||-|-| |||-|-| |||-|-| |||-|-| ||**Total**|3,490|1,933| ||||| ||||| ||Somerset Prepared|4,330|6,552| ||Plymouth City Council / Barnados|18,000|4,000| ||Amazon|13|5| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| **Total**[ 56][,][737 12][,][490 ] CC17a (Excel) 27/01/2025 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.** |**Governance costs**
**Charitable activities**
**Investment**
**management costs**
**Fundraising trading**
**costs**
**Costs of generating**
**voluntary income**|**This year**
**£**
**Analysis**|**This year**
**£**
**Analysis**|**This year**
**£**
**Analysis**|**Last year**
**£**| |---|---|---|---|---| ||Consultancy||10,000|2,000| ||||-|-| ||||-|-| ||||-|-| ||||-|-| ||**Total**||10,000|2,000| |||||| ||||-|-| ||||-|-| ||||-|-| ||||-|-| ||||-|-| ||**Total**||-|-| |||||| ||||-|-| ||||-|-| ||||-|-| ||**Total**||-|-| |||||| ||SomersetPrepared||10,584|4,330| ||Plymouth Home SafetyBanardos||4632|3,715| ||Somerset County Council Home Safety||2295|7,199| ||Mindfulness Garden
Out oftheBlue||900|| ||Out oftheBlue|||7,070| ||Health /defib||250|250| ||Youth /education||280|151| ||Overseas aid/ Nepal|||1,750| ||plymouth Home SafetyAFC||860|| ||Plymouth Home Safety
LARK||2340
19
1539
500|| ||Mental Health|||| ||WaterSafety|||| ||Community devsupport|||| |||||| |||||| |||||| |||**Total**|24,199|24,465| |||||| ||DomainCosts|||29| ||BankCharges||72|72| ||Insurance||192|477| ||Consultancy TAR|Accounts|2,000|1,900| |||||| ||||2,264|2,478| CC17a (Excel) 27/01/2025 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).**_ |**Total amount paid**
**Number of trustees** **who were paid expenses**
**Nature of the expenses**|**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) 27/01/2025 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) 27/01/2025 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**||| |---|---|---| |**Purpose for whichgrants made**|**Grants to**
**institutions**
**Total amount £**|**Grants to**
**individuals**
**Total amount £**| ||-|-| ||-|-| ||-|-| ||-|-| ||-|-| ||-|-| |**_Total_**|**-**|**-**| ## **8.1 Grantmaking costs** _**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** **£** ## **8.3 Grants made to institutions** _**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.**_ |**_institutions supported._**||| |---|---|---| |**Names of institutions**|**Purpose**|**Total amount of**
**grantspaid £**| |||-| |||-| |||-| |||-| |||-| |||-| |||-| |||-| |||-| |||-| |**_Total grants to institutions_**||**-**| CC17a (Excel) 27/01/2025 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
- - - 1,170 - 1,170
Additions
- - - - - -
Revaluations
- - - - - -
Disposals
- - - - - -
Transfers *
- - - - - -
Balance carried
forward
- - - 1,170 - 1,170
****Basis**
SL or RB
SL or RB
SL or RB
SL or RB
SL or RB
**** Rate**
SL33%
Balance brought
forward
- - 1,170 - 1,170
Depreciation charge
for year
- - - 386 - 386
Impairment provisions - - - - - -
Revaluations
- - - - - -
Disposals
- - - - - -
Transfers*
- - - - - -
Balance carried
forward
- - - 1,556 - 1,556
Brought forward
- 1,170 - -
- 1,170
Carried forward
- - -
- 1,556
**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**
**£**| |---|---|---|---|---|---|---| ||-|-|-|1,170|-|1,170| ||-|-|-|-|-|-| ||-|-|-|-|-|-| ||-|-|-|-|-|-| ||-|-|-|-|-|-| ||-|-|-|1,170|-|1,170| ||SL or RB|SL or RB|SL or RB|SL or RB|SL or RB|| |||||SL33%||| |||||||| |||-|-|1,170|-|1,170| ||-|-|-|386|-|386| ||-|-|-|-|-|-| ||-|-|-|-|-|-| ||-|-|-|-|-|-| ||-|-|-|-|-|-| ||-|-|-|1,556|-|1,556| |||||||| ||- 1,170|-|-||-|1,170| ||-|-|-||-|1,556| ## **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) 27/01/2025 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** |Carrying (market) value at end of year
**Add:**additions to investments at cost
**Less:**disposals at carrying value
**Add/(deduct):**net gain/(loss) on revaluation
Carrying (market) value at beginning of year|**£**| |---|---| ||-| ||-| ||-| ||-| ||-| ## _**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.** |**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**
**Investments in subsidiary or connected undertakings and companies**
**Analysis of investments**|**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) 27/01/2025 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) 27/01/2025 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**|**Type PE, EE**
**or R**
**Purpose and Restrictions**| |---|---|---|---| |Somerset Prepared|R|Community Resilience Projects in Somerset|| |Devon County Council
Somerset County Council
LARK Plymouth
Cheddar Project|R|Home safety equipment|| ||R|Home safety equipment|| ||R|Home safety equipment|| ||R|Education
Young|People| |999 Memorial project|R|999 Awards / Young People|| |Out of the Blue
Plymouth Banardo's
SWESC|R|Young
|| ||R|~~l~~
Home safety


equipment|| ||~~i~~
~~t~~
R
Water Safety||| |AFC Plymouth|R
Home safety equipment||| ## **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.**_ ||**Fund**
**balances**
**brought**
**forward**
**£**|**Incoming**
**resources**
**£**|**Outgoing**
**resources**
**£**|**Transfers**
**£**|**Gains and**
**losses**
**£**|**Fund**
**balances**
**carried**
**forward**
**£**| |---|---|---|---|---|---|---| |Somerset Prepared|114,946|4,330|10,584|||108,692| |Devon CountyCouncil|5,172|||||5,172| |Somerset CountyCouncil|29,338||2,295|||27,043| |Gawthorn Cardiac Trust|250||250|||nil| |Cheddar Project|1,635||280|||1,355| |999 memorialproject|566|||||566| |Out of the Blue|820|||||820| |AFC
5040|||860|||4,180| |Plymouth Banardo's|802|9,720|4,632|||5,890| |LARK||3,240|2,340|||900| |SWESC|10,000||1,539|||8461| |Sports and Social Mindfulness|650||650|||nil| |||||||| |||||||| ||-||-|-|-|| |**Total Funds**|164,179|22,330|23,430|-|-|163,079| ## **13.3 Transfers between funds** CC17a (Excel) 27/01/2025 13 _**Please give details of any transfers between funds.**_ **From Fund (Name) To Fund (Name) Reason Amount** CC17a (Excel) 27/01/2025 14 ## **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) 27/01/2025 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) 27/01/2025 16 Independent Examlnerfs Report to the Trustees of SAFE SOUTH WEST CIO Charity no. 1153179 I report to the trustees on my examination of the accounts of SAFE SOUTH WEST CIO for the year ended 31" March 2024. Responsibilities and bosis of report As the charity trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 {"the ACV'I. I report in respect of my examination of the Charity's accounts carrled out under sectlon 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 145I5)Ib) of the Act. Independent exumlnerfs stotement I have completed my examination. I confirm that no material matters have come to my attention In connectlon with the examlnation glvlng me cause to believe that in any material respect: l. Accounting records were not kept in respect of the Charity as required by section 130 of the Act,, or 2. The accounts do not accord wlth those records,, or 3. The accounts do not comply wSth the appllcable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts glve a 'true and fair view which is not a matter considered as part of an Independent examination. I have no concerns and have come across no other matters in connection with the examlnation to which attentlon should be drawn In thls report in order to enable a proper understanding of the accounts ached. I P 8urrett FCA FCIE Barretts Chartered Accountants 22 Union Street Newton Abbot Devon TQ12 2JS 27 January 2025