**THE WILTSHIRE BOBBY VAN TRUST (a Charitable Incorporated Organisation)** 

**TRUSTEES’ REPORT AND ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2021** 

**Charity Number:- 1153790** 

**The Alanbrookes Group Ltd t/a J S Weeks & Co Accountants Devizes** 



## **THE WILTSHIRE BOBBY VAN TRUST** 

## **Contents** 

||**Pages**|
|---|---|
|Charity Information|1|
|Trustees’ Report|2 - 3|
|Independent Examiner’s Report|4|
|Statement of Financial Activities|5|
|Balance Sheet|6|
|Notes to the Accounts|7 - 13|





**THE WILTSHIRE BOBBY VAN TRUST** 

**FOR THE YEAR ENDED 31 MARCH 2021** 

||**FOR THE YEAR ENDED 31 MARCH 2021**|**FOR THE YEAR ENDED 31 MARCH 2021**|
|---|---|---|
||**Charity Information**||
|**Organisation Type**|Charitable Incorporated Organisation||
|**Patron**|HRH The Duchess of Cornwall||
|**Vice Patrons**|The Marchioness of Lansdowne||
||Mrs Annette Lynton Mason||
|**Trustees**|Robert Hiscox DL – Chairman||
||Mark Cann||
||John Nokes||
||Col. Robert Richardson-Aitken||
||Chief Constable Kier Pritchard||
||Craig Baker (resigned September 2020)||
||Emily Tulloch||
||Marion Deegan||
||Lucinda Baker||
|**Director**|Jennie Shaw||
|**Operators**|Kathleen Williams|Co-ordinator|
||Sally Raubenheimer|Co-ordinator|
||Doug Batchelor|Van operator|
||Mick Leighfield|Van operator|
||Will Todd|Van operator|
|**Charity Number**|1153790||
|**Charity Office**|Hazeland Mill||
||Bremhill||
||Calne||
||Wiltshire, SN11 9LJ||
|**Operation Office**|Devizes Police Station||
||New Park Street||
||Devizes||
||Wiltshire, SN10 1DZ||
||Tel:- 01225 256867      Email:- bobbyvan@wiltshire.police.uk||
|**Accountants**|The Alanbrookes Group Ltd|t/a J S Weeks & Co|
||10 Market Place||
||Devizes||
||Wiltshire, SN10 1HT||
|**Bankers**|Lloyds Bank Plc||
||38 Market Place||
||Devizes||
||Wiltshire, SN10 1JD||



-1- 



## **THE WILTSHIRE BOBBY VAN TRUST** 

## **TRUSTEES’ REPORT** 

## **FOR THE YEAR ENDED 31 MARCH 2021** 

The Trustees present their report and the accounts for the year ended 31 March 2021. 

## **Reference and Administration Details** 

The charity information and list of trustees who have served during the year are detailed on page 1. 

## **Structure, Governance and Management** 

The appointment of trustees is governed by the Trust Deed of the charity. The Board of Trustees is authorised to fill vacancies arising through the resignation or death of an existing trustee or to strengthen the committee. 

## **Objectives and Activities** 

The objects of the charity are to promote for the public benefit the protection of people and property, the prevention of criminal acts and the reduction of the fear of crime. 

The Trust protects the most vulnerable people in Wiltshire and Swindon by providing physical security to the homes of the over 60s and 18+ with a registered disability who have become, or are at risk of becoming, victims of house crime or domestic abuse. We also provide advice on avoiding cyber-crime which has become a major threat, especially to elderly and vulnerable people. 

The ‘Bobby’ operators carry out full home security and fire risk assessments before fitting the appropriate hardware for each client. This service and the equipment are provided free to all eligible clients.  They secure approximately 1,500 homes each year thereby reducing the fear of crime, the incidence of crime or re-victimisation and allowing people to live with a feeling of safety in their own home. 

The Stay Safe Online team of 7 volunteers advise and educate our clients on all aspects of online safety either at their own home or at group talks. The use of computers is often essential to our clients and they are very vulnerable to exploitation by theft and by deceit from unscrupulous fraudsters. 

The Trustees, in reviewing the Charity’s aim and objectives and in planning activities, have considered the Charity Commission’s guidance on public benefit. The Trustees are content with the degree and scope of public benefit the Charity provides. 

## **Achievements and Performance** 

The Bobby operators have visited 1,165 homes in the past financial year; 246 of these were in response to a crime being committed; 322 domestic abuse victims were visited and 564 homes were secured on proactive visits to elderly and vulnerable people who didn’t feel they had adequate security to feel safe. 

Covid-19 and the subsequent lockdowns meant that we were unable to visit the number of homes that we normally do over the year.  We were, however, able to continue to visit victims of house crime under government guidelines and restrictions. There was a 20% rise in our call outs to domestic abuse victims which was reflected across the UK. This increase was mainly in cases where domestic abuse hadn’t been reported before Covid-19 struck. The lockdown restrictions, increased unemployment and financial worries were, and continue to be, the main causes and whilst restrictions may now have eased, the other causes may take longer to resolve. 

The Stay Safe Online team have been unable to return to home visits or group talk under government guidelines and have been relying on ‘Teams’ calls to educate and advise clients.  The majority of clients are happy to wait until face to face visits can resume. 

-2- 



## **THE WILTSHIRE BOBBY VAN TRUST** 

## **TRUSTEES’ REPORT** 

## **FOR THE YEAR ENDED 31 MARCH 2021** 

………Continued 

## **Financial Reserves Policy** 

The Trust’s reserve policy is one of maintaining a capital reserve to be able to meet and respond to the needs of the community it serves; this means that it must be prepared to vary its method of operation to meet new challenges. Changes may include the purchase of capital equipment and the employment of additional staff. We are aware that the new cyber advice service could need considerable resources. 

## **Investment Policy** 

The trustees have the power to invest in such assets as they see fit. All investment opportunities are chosen with due regard to the level or risk and ethical considerations. 

The current aim is preservation of capital with an overall return balanced between capital growth and income. The trustees delegate the management to the Finance Committee consisting of Robert Hiscox and Mark Cann, and the portfolio is discussed at each meeting of trustees. 

## **Risk Management** 

The Trustees have assessed the risks to which the Charity is exposed, in particular those related to the operations and finances of the Charity, and are satisfied that proper systems and controls are in place to mitigate exposure to foreseeable risks. 

## **Approval** 

This report was approved by the trustees on 8 November 2021 and signed on their behalf by: 


…………………………….. Robert Hiscox Chairman of Trustees 

-3- 



## **THE WILTSHIRE BOBBY VAN TRUST** 

## **Report of the Independent Examiner To The Trustees of The Wiltshire Bobby Van Trust** 

I report on the accounts of the charity for the year ended 31 March 2021, which are set out on pages 5 to 13. 

## **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 Commissioners (under section 145(5)(b) of the 2011 Act); and 

- to state whether any 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 Commissioners. 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 of 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 explanation, 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, and 

   - to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act, 

have not been met; or 

2.   to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. 


…………………………….. 

Mrs B A Moss FCA 

The Alanbrookes Group Ltd t/a J S Weeks & Co 10 Market Place Devizes Wiltshire, SN10 1HT 

- 8 November 2021 

-4- 



## **THE WILTSHIRE BOBBY VAN TRUST** 

## **STATEMENT OF FINANCIAL ACTIVITIES** 

## **FOR THE YEAR ENDED 31 MARCH 2021** 

|||**Unrestricted**|**Restricted**|**Total**|**Total**|
|---|---|---|---|---|---|
|||**Funds**|**Funds**|**Funds**|**Funds**|
|||**2021**|**2021**|**2021**|**2020**|
||**Notes**|**£**|**£**|**£**|**£**|
|**Incoming Resources**||||||
|**Incoming Resources from Generated**||||||
|**Funds:-**||||||
|_Voluntary Income:_||||||
|Donations and Gifts|2|190,052|-|190,052|74,162|
|_Activities for Generating Funds:_||||||
|Fundraising Events||37,170|-|37,170|62,836|
|Investment Income|3|21,201|-|21,201|22,167|
|||──────|──────|──────|──────|
|**Total Incoming Resources**||248,423|-|248,423|159,165|
|||──────|──────|──────|──────|
|**Resources Expended:-**||||||
|_Costs of Generating Funds:_||||||
|Investment Management Costs|4|1,518|-|1,518|1,619|
|Charitable Activities|4|240,366|-|240,366|259,925|
|||──────|──────|──────|──────|
|**Total Charitable Expenditure**||241,884|-|241,884|261,544|
|Governance Costs|4|15,694|-|15,694|15,202|
|||──────|──────|──────|──────|
|**Total Resources Expended**||257,578|-|257,578|276,746|
|||──────|──────|──────|──────|
|**Net (Outgoing) Resources before**||||||
|**Other Recognised Gains and Losses**||(9,155)|-|(9,155)|(117,581)|
|Other Recognised Gains and (Losses)|5|175,481|-|175,481|(75,647)|
|||──────|──────|──────|──────|
|**Net Movement in Funds**||166,326|-|166,326|(193,228)|
|**Reconciliation of Funds**||||||
|Total Funds Brought Forward||698,767|-|698,767|891,995|
|||──────|──────|──────|──────|
|**Total Funds Carried Forward**||865,093|-|865,093|698,767|
|||══════|══════|══════|══════|



**The notes on pages 7 to 13 form an integral part of the accounts** 

-5- 



## **THE WILTSHIRE BOBBY VAN TRUST** 

## **BALANCE SHEET** 

## **AS AT 31 MARCH 2021** 

||||**2021**|**2020**|
|---|---|---|---|---|
||**Notes**||**£**|**£**|
|**Fixed Assets**|||||
|Investments|8||833,092|657,611|
|**Current Assets**|||||
|Stock||31,089||33,704|
|Debtors and Prepayments|9|3,037||10,707|
|Cash at Bank and in Hand||39,107||34,375|
|||──────||──────|
|||73,233||78,786|
|**Creditors:**Amounts Falling Due Within One Year|<br>10|(41,232)||(37,630)|
|||──────||──────|
|**Net Current Assets**|||32,001|41,156|
||||──────|──────|
|**Net Assets**|||865,093|698,767|
||||══════|══════|
|**Represented by:-**|||||
|**Unrestricted Income Funds:-**|||||
|General Fund|||264,984|274,139|
|Designated Revaluation Fund|||300,109|124,628|
|Designated Contingency Reserve|||300,000|300,000|
||||──────|──────|
||||865,093|698,767|
|**Restricted Income Funds**|||**-**|**-**|
||||──────|──────|
|**Total Funds**|11||865,093|698,767|
||||══════|══════|



The accounts were approved by the Trustees on 8 November 2021 and signed on their behalf by: 


…………………………….. 

Robert Hiscox Chairman of Trustees 

**The notes on pages 7 to 13 form an integral part of the accounts** 

-6- 



## **THE WILTSHIRE BOBBY VAN TRUST** 

## **NOTES TO THE ACCOUNTS** 

## **FOR THE YEAR ENDED 31 MARCH 2021** 

## **1. Accounting Policies** 

The principal accounting policies are summarised below. The accounting policies have been applied consistently throughout the year and in the preceding year. 

## **1.1. Basis of Accounting** 

The financial statements have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant notes to the accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) issued on 16 July 2014 and the Financial Reporting Standard 102 (FRS102) Section 1A and the Charities Act 2011. 

## **1.2. Fund Accounting** 

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity. Designated funds are unrestricted funds earmarked by the Trustees for particular purposes. 

Restricted funds are donations which the donor has specified are to be solely used for particular areas of the charity’s work or for specific projects being undertaken by the charity. 

## **1.3. Incoming Resources** 

All incoming resources are included in the statement of financial activities when the charity is entitled to the income and the amount can be quantified with reasonable accuracy. The following specific policies are applied to particular categories of income: 

- Voluntary income is received by way of grants, donations and gifts and is included in full in the Statement of Financial Activities when receivable. 

- Investment income is included when receivable. 

## **1.4. Resources Expended** 

Expenditure is recognised on an accrual basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is reported as part of the expenditure to which it relates: 

- Costs of generating funds comprise the costs associated with attracting voluntary income. 

- Governance costs include those costs associated with meeting the constitutional and statutory requirements of the charity and include the costs linked to the strategic management of the charity. 

- All costs are allocated between the expenditure categories of the SoFA on a basis designed to reflect the use of the resource. Costs relating to a particular activity are allocated directly, others are apportioned on an appropriate basis. 

## **1.5. Fixed Assets** 

Investments held as fixed assets are revalued at the balance sheet date with any gain or loss being taken to the Statement of Financial Activities. 

-7- 



## **THE WILTSHIRE BOBBY VAN TRUST** 

## **NOTES TO THE ACCOUNTS** 

## **FOR THE YEAR ENDED 31 MARCH 2021** 

………Continued 

## **2. Donations and Gifts** 

|**2.**|**Donations and Gifts**|||
|---|---|---|---|
|||**2021**|**2020**|
|||**£**|**£**|
||Personal|21,999|34,403|
||Trusts|153,800|16,850|
||Legacy|-|3,295|
||Business and Sponsorship|6,929|3,330|
||Clubs and Societies|1,220|6,412|
||Parish Councils|810|1,190|
||County, Town and District Councils|-|525|
||Gift Aid Tax Refunds|2,554|3,307|
||Fire and Rescue|2,740|4,850|
|||──────|──────|
|||190,052|74,162|
|||══════|══════|
|**3.**|**Investment Income**|||
|||**2021**|**2020**|
|||**£**|**£**|
||Interest receivable|7,570|8,352|
||Dividends receivable|13,631|13,815|
|||──────|──────|
|||21,201|22,167|
|||══════|══════|



-8- 



**THE WILTSHIRE BOBBY VAN TRUST** 

## **NOTES TO THE ACCOUNTS** 

## **FOR THE YEAR ENDED 31 MARCH 2021** 

………Continued 

## **4. Total Resources Expended** 

|**4.**|**Total Resources Expended**|||||
|---|---|---|---|---|---|
|||**Charitable**||**Total**|**Total**|
|||**Activities**|**Governance**|**2021**|**2020**|
|||**£**|**£**|**£**|**£**|
||**Costs Directly**|||||
||**Allocated To Activities**|||||
||Security Hardware:-|||||
||Opening Stock|33,704|-|33,704|37,136|
||Purchases in the Year|25,033|-|25,033|29,319|
||Closing Stock|(31,089)|-|(31,089)|(33,704)|
|||──────|──────|──────|──────|
|||27,648|-|27,648|32,751|
||Salaries and Pensions (Including|||||
||Employer’s National Insurance)|145,450|-|145,450|140,665|
||Van Leasing and Expenses|27,038|-|27,038|28,483|
||**Support Costs**|||||
||**Allocated to Activities**|||||
||Sundry Expenses|1,190|-|1,190|219|
||Publicity, Promotions and Event Costs|<br>4,712|-|4,712|22,173|
||Charitable Donations|-|-|-|970|
||Accountancy|-|1,740|1,740|1,260|
||Insurance|570|-|570|534|
||Consultancy Fees and Expenses|32,558|13,954|46,512|46,872|
||Computer Consumables|1,200|-|1,200|1,200|
||Investment Management Fees|1,518|-|1,518|1,619|
|||──────|──────|──────|──────|
|||241,884|15,694|257,578|276,746|
|||══════|══════|══════|══════|
|**5.**|**Other Recognised Gains and (Losses)**|||||
|||||**2021**|**2020**|
|||||**£**|**£**|
||Gains/(Losses) on Revaluation of Investments|||175,481|(75,647)|
||Gains/(Losses) on Disposal of Investments|||-|-|
|||||──────|──────|
|||||175,481|(75,647)|
|||||══════|══════|



-9- 



## **THE WILTSHIRE BOBBY VAN TRUST** 

## **NOTES TO THE ACCOUNTS** 

## **FOR THE YEAR ENDED 31 MARCH 2021** 

………Continued 

**6.** The Wiltshire Police Authority met the following costs on behalf of the trust: 

Insurance Uniforms Co-ordinators Travel Expenses Staff Training, Supervision and Support Office Accommodation Heating and Lighting Telephone Printing, Postage and Stationery Office Equipment Repairs and Renewals Vehicle Running Costs 

## **7. Staff Costs and Numbers** 

All staff are employees of Wiltshire Police, they are line managed by Wiltshire Police and adhere to Police procedures and policies. 

Staff costs were as follows: 

|Staff costs were as follows:|||
|---|---|---|
||**2021**|**2020**|
||**£**|**£**|
|Salaries and Pensions (including employer’s national insurance)|145,450|140,665|
||══════|══════|



The average number of employees during the year was five (2020 – five). 

-10- 



## **THE WILTSHIRE BOBBY VAN TRUST** 

## **NOTES TO THE ACCOUNTS** 

## **FOR THE YEAR ENDED 31 MARCH 2021** 

………Continued 

|**8.**|**Fixed Asset Investments**|||
|---|---|---|---|
|||**Listed**||
|||**Investments**||
|||**£**||
||**Cost or Valuation**|||
||As at 1 April 2020|657,611||
||Additions at cost|-||
||Disposal at valuation|-||
||Gains on revaluation|175,481||
|||──────||
||As at 31 March 2021|833,092||
|||══════||
||**Historical cost:**|||
||As at 31 March 2021|532,983||
|||══════||
||As at 31 March 2020|532,983||
|||══════||
||**Carrying amount as at 31 March**|**2021**|**2020**|
|||**£**|**£**|
||Smith & Williamson investment portfolio|833,092|657,611|
|||══════|══════|
|**9.**|**Debtors and Prepayments**|||
|||**2021**|**2020**|
|||**£**|**£**|
||Trade Debtors|2,226|891|
||Prepayments|811|9,816|
|||──────|──────|
|||3,037|10,707|
|||══════|══════|
|**10.**|**Creditors:**Amounts Falling Due Within One Year|||
|||**2021**|**2020**|
|||**£**|**£**|
||Trade Creditors|39,316|36,229|
||Accruals|1,916|1,401|
|||──────|──────|
|||41,232|37,630|
|||══════|══════|



-11- 



## **THE WILTSHIRE BOBBY VAN TRUST** 

## **NOTES TO THE ACCOUNTS** 

## **FOR THE YEAR ENDED 31 MARCH 2021** 

………Continued 

## **11. Movement in Funds** 

|**Movement in Funds**|||||||
|---|---|---|---|---|---|---|
||**Balance at**|||**Other**||**Balance at**|
||**1 April**|**Incoming**|**Resources**|**Gains &**||**31 March**|
||**2020**|**Resources**|**Expended**|**Losses**|**Transfers**|**2021**|
||**£**|**£**|**£**|**£**|**£**|**£**|
|**Unrestricted Funds:-**|||||||
|General Fund|274,139|248,423|(257,578)|-|-|264,984|
|_Designated funds:_|||||||
|Revaluation Reserve|124,628|-|-|175,481|-|300,109|
|Contingency Reserve|300,000|-|-|-|-|300,000|
|**Restricted Funds:-**|**-**|**-**|**-**|**-**|**-**|**-**|
||──────|──────|──────|──────|──────|──────|
|**Total Funds**|698,767|248,423|(257,578)|175,481|-|865,093|
||══════|══════|══════|══════|══════|══════|



## **Purpose of Designated Funds** 

## Revaluation Reserve Fund 

The revaluation reserve fund represents the amount by which the fair value of investments exceed their historical cost, being unrealised gains. 

## Contingency Reserve Fund 

The trustees have designated sufficient funds in the contingency reserve to cover redundancy and other costs in the event that the charity has to be discontinued through lack of funding. 

-12- 



## **THE WILTSHIRE BOBBY VAN TRUST** 

## **NOTES TO THE ACCOUNTS** 

## **FOR THE YEAR ENDED 31 MARCH 2021** 

………Continued 

## **12. Analysis of Net Assets between Funds** 

|**Analysis of Net Assets between**|**Funds**||||
|---|---|---|---|---|
||**General**|**Designated**|**Restricted**||
||**Fund**|**Funds**|**Funds**|**Total**|
||**£**|**£**|**£**|**£**|
|Investments|232,983|600,109|-|833,092|
|Current Assets|73,233|-|-|73,233|
|Current Liabilities|(41,232)|-|-|(41,232)|
||──────|──────|──────|──────|
||264,984|600,109|-|865,093|
||══════|══════|══════|══════|



## **13. Trustee Remuneration and Related Party Transactions** 

None of the trustees received any remuneration or reimbursement of expenses during the year. 

No trustee or other person related to the charity had any personal interest in any contract or transaction entered into by the charity during the year. 

-13-