Trustees' Annual Report for the period
Period start date Period end date 2 March 2023 01 March 2024 T From o
Section A Reference and administration details ~~ee~~
Freedom For Wheels ~~PO~~
Charity name
Other names charity is known by
Registered charity number (if any) 1166823 ~~|~~
Charity's principal address 12 Greenhill, Staplehurst
Tonbridge Kent Postcode TN12 0SU
Names of the charity trustees who manage the charity
Dates acted if not for Name of person (or body) entitled Trustee name Office (if any) whole year to appoint trustee (if any) 1 Luisa Pearce Chair Whole year 3 Kristian Pearce Whole Year 4 Richard Kendall Treasurer Whole year 5 Hayley Pearce Secretary Whole year 6 Nicholas Whole year Schuller 7 8 9
10
11 12
13
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14 15 16 17 18 19 20 Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole year
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 CIO (eg. trust, association, company) Trustee selection methods Trustees are Elected and appointed at AGM (eg. appointed by, elected by)
Additional governance issues (Optional information)
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You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
All Trustees are given an induction pack, which includes the constitution. They spend time with current trustees to lean how the charity works and the work that is needed from each to fulfil their role within the charity
- Trustees are informed about GDPR and upholding confidentiality. All are advised about a conflict of interest which must be reported
The charity is appointed at a year AGM and then positions are put forwarded and seconded. The charity is lead by the main Chair and other offices as in the governing document all trustees have a vote at meetings and all major decisions and fundraising ideas are voted on and passed before implemented.
We work with other disability charities and also the wheelchair service run by the NHS to support service users.
Hospitals, doctors , OTs and Physio’s refer people to our service as well as the website and the Facebook page and the CCG and Wheelchair Service.
Some members sit on other boards where advice and advocacy work is undertaken
All Trustees are trained on have relevant DBS checks if they are working with vulnerable clients
Trustees are all DBS checked if they are in a role of working with vulnerable people
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
To relieve the needs of disabled people in Kent by funding and purchasing specialised wheelchairs and other needed equipment for their benefit and by funding needed specialist services and
rehabilitation services in order to assist them regain their independence and to improve their quality of life
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| Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) |
Freedom for Wheels was formed in February 2016 and we have grown in helping individual’s year on year. The charity operates under a constitution of a CIO whose only voting members are its trustees. The governing document is the Freedom For Wheels CIO Constitution adopted on 1stMarch 2016 and revised on the 28thApril 2016. This provides detailed rules for the powers, appointments of trustees, membership of the CIO and liability of trustees When events and fundraising is planned the trustees keep in mind the Charity Commission guidance on public benefit and all trustees have and are briefed on the role of a trustee and supplied with a copy of the constitution and a trustee pack. They are also directed to the Charity Commission website relating to becoming a trustee and the guidance on public benefit. The trustees hold regular meeting and an annual AGM. All meetings are minutes and these are signed and checked at the following meeting. The focus of our activities remains in helping disabled individuals achieve a better quality of life through the services we offer. All that contact the charity are spoken with directly and met and all that meet the criteria are helped if we are able to fulfil what they have requested We work with other charity’s and are able to signpost individuals to those if they do not meet our criteria and we also do advocacy work to help individuals whom are struggling with paperwork and benefits. One of our trustees also now works with the police to help support disabled individuals free of charge as a volunteer with regards disability hate crime. We also work with other local charities and support networks including Healthwatch to ensure a full rounded service |
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Additional details of objectives and activities (Optional information)
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We have a couple of volunteers that help and support at events if necessary and they have been related to the charity n the past as trustees but have moved on now but wished to keep their association with the charity.
Both volunteers and trustees give up their own time for free in order to keep the functioning of the charity running they do this with no financial gain for themselves.
Many of our trustees have an expertise relevant to the role or the purpose of the charity and are therefore trained personal as well as professionally in order to give the best they can to enable the charity to be successful
We do not at this time have any grants or ever applied for any grants this may be something we would look at in the near future.
We work with charities like Health watch and Kent Wide Disability Forum to ensure that we are all working to make improvements together
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
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Section D Achievements and performance
| Summary of the main achievements of the charity during the year |
The charity has continued to have difficulty fundraising this year due to never recovering from the Covid pandemic. We have lost many of our chances of fundraising now and things are increasingly difficult the charity is struggling as our those we help as access to NHS and medical support is now much harder with longer waiting times and increased numbers waiting we continued to loose the chance of fundraising we have lost nearly all our income streams and the regular fundraising we didhas become smaller and smaller We were still involved in part with the Superhero series of events, individuals that fundraise for us now are very reluctant to still be in large public areas as they are vulnerable individuals Our fundraising this last year and fallen to the lowest level we have ever had as a charity with the cost of living crisis and most of our fundraising again coming from vulnerable people they have not been able to support the charity Our chairperson works helping individuals with support through PIP assessments and filling and completing forms all voluntary as well as a support caregiver to those that need an advocate on medical matters and access to wheelchairs We were also involved whilst working with other charities within the sector to support disabled individuals through the struggles with schooling and receiving food and support them through their isolating by being a support for a number of individuals. One of our trustees now works with vulnerable children and young adults supporting them in their education and helping with additional services in his private capacity which has drawn more people to the charity for suppor We have continued to be able to offer with the support of Response Physiotherapy to offer both remote and face to face access to disabled individuals to physio and sport sessions in order to maintain and improve health we received a grant for this during covid and we have now used all those funds supplied as we were granted and more from the charity reserves with very positive feedback we would love to continue this work but it will have to be grant led in this climate and at this time no further grants have been available we have diminished the majority of our reserves on this work We continue to receive requests for support and we continue to do our best to help as many as we can that meet our criteria. We work with the Police, CCG, GPs Physio’s, OT, Wheelchairs service and hospitals to help individuals and this year we have worked with children’s hospitals to support individuals that need specialist equipment and therapies t after surgery. Therefore supporting individuals that would have lost their surgery and indeed quality of life without this support. All our funds have been raised through our supporters attending events and fundraising but is at its lowest ever We also have successfully continued as we have a similar ethos and care for this sector our a charity partner with Response Physiotherapy. We are sure this will be a successful partnership and will grow as time progresses. We support those applying for Pip as this is becoming more and more complicated with many getting rejected first time around and other government grants through the application process with guidance and help in completing applications as well as advising on other services available. Working with the disabled communities has shown us that |
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Section E Financial review
Brief statement of the charity’s policy on reserves
All reserves we hold at the charity are used for the purpose of helping others we do not hold on to huge amounts anyway and should the charity ever cease to operate the reserves would be passed to a charity that is involved within the same or similar are` of practise.
The bank account requires two signatures in order to comply and ensure safety of the release of funds
Details of any funds materially in deficit
We have no deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
All funds we receive into the charity are through fundraising and donations which can also be gift aided we also this year were in receipt of a grant from the Lottery fund
Our expenditure is for the purpose of helping disabled individuals achieve and gain a more beneficial outcome and improve quality of life this we do with all the funds we have available and no funds are used to pay any trustees or go on personal expenses Minimal funds are used to cover insurances, promotional and marketing materials and the upkeep of the website
- We are a small charity and all monies we hold in reserve and kept in the bank as we have too little at this stage to invest elsewhere
Section F Other optional information
This coming year we will continue to be looking at the possibility of getting grants so that we can support more individuals and continue our work with the governing bodies to try and raise awareness around disability funding difficulties and the individuals needing support after covid . We also wish to use these grants to expand and offer more services coming out of covid with so many with long covid and requiring help we see more in need this year we were not successful as so many charities are now needing support there is little to go a long way.
We ensure that anyone working with disabled individuals has full DBS cleared status
Coming out of this pandemic is hard for all by harder for disabled individuals as it has been agreed that disabled community have suffered disproportionally.
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) | R Kendall | R Kendall | L Pearce | ||
|---|---|---|---|---|---|
| Full name(s) | Richard Kendall | Luisa Pearce | |||
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Position (eg Secretary, Chair, Treasurer Chair etc)
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Chair
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Dat 1/3/25
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| CC16a 1166823 Freedom For Wheels 02/03/2023 01/03/2024 No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from ~~ee~~ ~~ee_~~ |
CC16a 1166823 Freedom For Wheels 02/03/2023 01/03/2024 No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from ~~ee~~ ~~ee_~~ |
CC16a 1166823 Freedom For Wheels 02/03/2023 01/03/2024 No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from ~~ee~~ ~~ee_~~ |
CC16a 1166823 Freedom For Wheels 02/03/2023 01/03/2024 No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from ~~ee~~ ~~ee_~~ |
CC16a 1166823 Freedom For Wheels 02/03/2023 01/03/2024 No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from ~~ee~~ ~~ee_~~ |
CC16a 1166823 Freedom For Wheels 02/03/2023 01/03/2024 No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from ~~ee~~ ~~ee_~~ |
CC16a 1166823 Freedom For Wheels 02/03/2023 01/03/2024 No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from ~~ee~~ ~~ee_~~ |
CC16a 1166823 Freedom For Wheels 02/03/2023 01/03/2024 No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from ~~ee~~ ~~ee_~~ |
CC16a 1166823 Freedom For Wheels 02/03/2023 01/03/2024 No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from ~~ee~~ ~~ee_~~ |
CC16a 1166823 Freedom For Wheels 02/03/2023 01/03/2024 No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from ~~ee~~ ~~ee_~~ |
CC16a 1166823 Freedom For Wheels 02/03/2023 01/03/2024 No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from ~~ee~~ ~~ee_~~ |
CC16a 1166823 Freedom For Wheels 02/03/2023 01/03/2024 No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from ~~ee~~ ~~ee_~~ |
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| Section A Receipts and payments | ||||||||||||
| Unrestricted funds |
Restricted funds |
Restricted | Endowment funds |
Total funds | Last year | |||||||
| to the nearest £ |
to the nearest | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | ||||||
| A1 Receipts | ||||||||||||
| fundraising | 1,601 | - | - | - | 1,601 | 590 | 590 | |||||
| - | - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | - | ||||||
| Sub total(Gross income for AR) |
(Gross income for AR)1,601 |
- | - | - | 1,601 | 590 | 590 | |||||
| A2 Asset and investment sales, (see table). - - - - - - - - - Sub total - - - - - Total receipts 1,601 - - 1,601 590 ~~———~~ |
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| A3 Payments | ||||||||||||
| Wix Subscription | 356 | - | - | - | 356 | 355 | 355 | |||||
| New Website | - | - | - | - | - | - | - | |||||
| Venue Deposit | - | - | - | - | - | - | - | |||||
| Promotional Materials | - | - | - | - | - | - | - | |||||
| Rehabilitation | 864 | - | - | - | 864 | 5 | 5,009 | |||||
| Registration Superhero | - | - | - | - | - | - | - | |||||
| Insurance | 849 | - | - | - | 849 | 1 | 1,200 | |||||
| Wheelchairs | - | - | - | - | - | 3 | 3,300 | |||||
| Covid Care Packages | - | - | - | - | - | - | - | |||||
| **Sub total ** | 2,069 | - | - | - | 2,069 | 9,864 | 9,864 | |||||
| A4 Asset and investment purchases, (see table) - - - - Sub total - - Total payments 2,069 - ~~= ~~ |
- - - - |
- - - - - - - - 2,069 9,864 ~~———~~ |
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| Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
- 468 - - - 468 - - - - - - - 468 - - - 468 ~~———~~ |
- - 468 - - - - 468 |
- - 468 - - 468 |
- 9 - - - 9,274 |
- 9,274 - - - 9,274 |
274 - - - 9,274 |
CCXX R1 accounts (SS)
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Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature L Pearce Details Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - 468 - Agreement Error OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Luisa Pearce |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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| L Pearce | Luisa Pearce | `1/3/25 | |
CCXX R2 accounts (SS)
2