## **Trustees’ Annual Report for the period 2020/21.** **From 01.04.2021 to the 31.03.2022** **Charity name: Lichfield Trishaw Project** **Charity registration number:** **1183442** ## **Objectives and Activities** SORP reference Para 1.17 Summary of the purposes of The Lichfield Trishaw Project’s purpose is to the charity as set out in its take older adults in particular but not governing document exclusively on short rides in a two-seater electrically assisted tricycle called a Trishaw. A volunteer trained cyclist (the pilot) will ‘drive’ the Trishaw. Local residents, representatives of care homes and sheltered housing and other partner organisations in the Lichfield area, will be able to call a number or email to book a ride for family, friends and members of the community. Carers and family members are able to join the ride on their own bikes. This service will help to improve the quality of participant’s lives and have a beneficial effect on the health of those people with limited mobility and who are also experiencing the feeling of loneliness and isolation. The Trishaw ride experience is focused on kindness, slowness, conversation, building trust through relationships, the benefits of fresh air and being able to have some fun. We believe that the following people will benefit from this project: ● People who have enjoyed cycling throughout their lives who can no longer cycle but still like to accompany cycling groups. ● Any disabled people and their carers/family members. ● People experiencing dementia and their carers. ● People who are lonely. ● Parents and children. |||● Children in special schools,
accompanied by a staff member.
● Anyone else in the community who
would enjoy this experience.| |---|---|---| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.|Para 1.17 and
1.19|The two main activities this charity provides
are:
Taking isolated, lonely and disabled
(supervised) children and adults on bike
rides.
An opportunity for people to volunteer for
us to deliver the above activity.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|All the trustees understand that this project
is for public benefit only. They are all very
knowledgeable in volunteer charity work.| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|N/A| |Policy on social investment
including program related
investment|Para 1.38|N/A| |Contribution made by
volunteers|Para 1.38|N/A| |Other||N/A| ## **Achievements and Performance** SORP reference |Summary of
the main
achievements
of the charity,
identifying the
difference the
charity’s work
has made to
the
circumstance
s of its
beneficiaries
and any wider
benefits to
society as a
whole.|Para 1.20||The Lichfield Trishaw Project has been set with a number of
objectives, including reducing social isolation.
This was our first year of operation and our achievements
include:
1. Recruiting and training 13 volunteer pilots
2. Establishing a regular service for Saxon Hill School
(details below)
3. Connecting with further local services such as the GP
practice social prescribing team.
4. Delivering 30+ rides to lonely and isolated people within
the Lichfield area.
5. Building a relationship with the Memory Cafe - a service
for people with dementia (details below)
6.
Saxon Hill School Service Manged by Ayliffe and Nigel Moss
Re Regular commitment to Outings with the Big Red Bike
This has been aimed mainly at older adults. However young
people with disabilities are often isolated and lack opportunity
and choice. Since May of 2021 regular rides, during term time
and weather permitting have been offered at
one of the local special schools, Saxon Hill School, which takes
children from 2 years of age to 19 years of age with a full range
of disabilities, physical and learning . Four pilots have obtained
enhanced DBS, a school requirement, and 2 pilots cover the
weekly session. The pilots have completed the school's
Volunteer Form. The teacher in charge of organising the
sessions has had to seek parental permission for the
children have a ride on the Big Red Bike and some are allowed
on a short ride outside the school grounds, always accompanied
by a member of the school staff. Risk assessment and
safeguarding documents have been completed by the Trishaw
Project. These allow children from 5 years of age to age 19 years
to be taken out. Helmets are worn by the students and pilots, as
the Trishaw is technically a ‘Bike’
Evaluation forms completed by staff and pupils have continued
to show high satisfaction and enjoyment. Several evaluation
forms raised the request for a harness to be attached to the Big
Red Bike; this came from the more able students who wished for
all their more physically disabled class mates to have the
opportunity of a ride. We are working with several engineering
firms to find an upper body support harness to fit the Trishaw. (A
lap seat belt is fitted and worn.) The less physically able children
are always accompanied by a carer from the school.
The school holds a fête called ‘Queen’s Day’ as 20 years ago the
school was opened by Her Majesty the Queen Elizabeth. The
Big Red Bike was requested to be available to give rides to
any student that wished and had permission. Anecdotally one
student, whose communication was non verbal, and needed 24
hour care, requested a further ride as she ‘loved the feel’ of the
wind on her face’.Her mother asked if we could decorate the bike
(and ourselves) and take the student and her mother after the
students 'Prom’ from the school through town to a local bar for
‘Mock Cocktails’ with the family. The ride was greatly
appreciated.
Memory Cafe| |---|---|---|---| From the summer the Big Red Bike was requested to give rides around Lichfield to men and women with dementia attending a day care facility at a Currough Community Centre. Approximately 3 rides during the morning took place, men and women. They remembered us as pilots , very much enjoyed the outings , especially Beacon Park seeing the flowers and trees, and brought back memories of their lives and people in Lichfield . Evaluation forms by the care staff reflect this. **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|All our objectives around setting up and
getting prepared for when we could take
people out were met.| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|We applied for a couple of grants. However,
we still had funds in our account from our
initial Lottery Funding to see us through this
financial year.| |Investment performance
against objectives|Para 1.41|Our objective was to get up and running with
all the equipment we need and due to covid
restrictions we have been able to focus
entirely on reaching this objective. We were
able to take time to get the set-up right
before we trained up our volunteers.| |Other||N/A| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The Charity’s financial position is good.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Our policy is to have sufficient cash reserves
to manage our charity for one year without
any further income or donations.| |Amount of reserves held.|Para 1.22|At the end of the period the subject of this
review (31st March 2022) cash balances of
£3405.23 were held.| |Reasons for holding zero
reserves|Para 1.22|N/A| |Details of fund materially in
deficit|Para 1.24|N/A| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|None.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|Lichfield Lottery
Private donations| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|None.| |A description of the principal
risks facing the charity|Para 1.46|The only practical risk is an emergency
arising from a mechanical failure of the bike
or a road traffic accident.
The financial risk to the project is an inability
to raise funds to pay for annual insurance
and administration costs for the year.| |Other||None.| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Our constitution was drawn using the Charity
Commission's precedent for a CIO.| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|No organisation or person is able to appoint
a trustee. The trustee board consists of local
people who are enthusiastic cyclists and
wanted to be part of this project, so they
volunteered to be a trustee.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Policies and procedures
adopted for the induction and
training of trustees|Para 1.51|We have a set of policies and procedures for
the management of the bike, emergencies
and for training volunteer cyclists to become
pilots. Recruiting and training volunteers
began in April 2021 so the details will be
included in the next annual report.| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|Our charity has five volunteer trustees. Our
charity does not engage with any wider
organisational network.| |Relationship with any related
parties|Para 1.51|None| |Other||| ## **Reference and Administrative details** Charity name The Lichfield Trishaw Project ||| |---|---| |Other name the charity uses|The Big Red Bike (www.thebigredbike.co.uk)| |Registered charity number|1183442| |Charity’s principal address|2 The Parchments
Lichfield
Staffordshire
WS13 7NA| ||| |||||| |---|---|---|---|---| ||**Trustee name**|**Office (if any)**|**Dates acted if not**
**for whole year**|**Name of person (or body) entitled to**
**appoint trustee (if any)**| |1|Jonathan
Smith.|Chair and banker||N/A.| |2|Clare
Rawlings.|Secretary and
banker||N/A.| |3|Lisa Emery.|Treasurer.||N/A.| |4|Ayliffe
Edwards.|Safeguarding
officer||N/A.| |5|Nigel Moss|Events
coordinator and
chief mechanic||N/A.| – Corporate trustees names of the directors at the date the report was approved **Director name** None. Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| |None.||| |||| |||| |||| |||| |||| **Funds held as custodian trustees on behalf of others** |Description of the assets
held in this capacity|None.| |---|---| |Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|N/a.| |Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own assets|N/a.| ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** ||**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---|---| ||**Type of adviser**
**Name**
**Address**||| ||**N/a.**||| ||||| ||||| ||||| ||**Name of chief executive or names of senior staff members (Optional**
**information)**||| ||N/a.||| ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details N/a. ## **Other optional information** None. **Date** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** _Lisa Emery_ **Full name(s) Lisa Emery** **Position Treasurer.** **Date 31/1/23** Dats: IWOiI2023 Tlme: 12:40.'23 Lichfield Trishaw Pro. Profft and Loss From.. Morth l. W612021 Month 12, March 2022 Chart of Ac¢ount&' Lktsuli lo￿ of Acc(yJnts Year to Date Saks Donations 3,￿.25 0.21 3.8(Kl.25 0.21 3,8(Xl.46 3,8(K).46 Purch•seg o. Dlyect Expen Cost of c￿nerntion - Fund PalslThJ 2SO.IXI 250.00 250.00 250.1)0 Gr(￿ ProW(LoM): ob*rh￿dI 3,550.46 3,550.46 sJpr￿ Costs. maintw￿1￿e SupFrf Costs. Gerwal ExFenses Management & Pdmin - Bank Charges 235.(Kl 235.1￿) 834.69 9.30 1,078.99 1,078.99 N•t Pr•fftl(Lw•): 2.471.47 2,471.47 Date: 1810112023 TIn￿. 12:40:41 Lichfield Trishaw Pro Balance Sheet Page: From: To: Month l. Aw'l 2021 M¢Jnth 12. March 2022 Chart of Accounts: t*fault LaY￿t of ALr[￿nts Y￿r to Date Flxod Assets of￿ Equlwmt 8,494.00 8,494.00 Bank l£cwnt 471.47 3,405.23 1471.47 3,405.23 Curr•nt Uabllltles 0.00 CuTrwt A•sets Curr•nt U•bllltl•&' L471.47 1471.47 3,405,23 11.899.23 Totsl Assets luj Current U•bllltl••: L¢)ng T•rm U•blllll•¥ 0.00 Totsl Assets lesg Totsl Uabllltl•&' 2.471.47 11,899.23 Funds P & L kcount 9,427.76 2.471.47 471.47 2,471.47 11,899.23