Trustees’ Annual Report for the period 2020/21.
From 01.04.2023 to the 31.03.2024
Charity name: Lichfield Trishaw Project
Charity registration number: 1183442
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The Lichfield Trishaw Project’s purpose is to take older adults in particular but not 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) Youmay choose toincludefurtherstatementswhererelevant about: |
Additional information (optional) Youmay choose toincludefurtherstatementswhererelevant about: |
Additional information (optional) Youmay choose toincludefurtherstatementswhererelevant 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
SOR P refer ence
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances 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 third year of operation and our achievements include: 1. Continuing the wonderful Ayliffe and Nigel do with Saxon Hill School in Lichfield. They attend every Monday and the kids go wild for a ride around the playground on the BRB. They all look forward to it so much and BRB has a real place within the school. 2. We continue to work with Barchester Homes on a Thursday taking out their residents. We are meeting with them before the next season begins to establish this regular slot further next year and perhaps add in an additional day. 3. We struggled a bit this summer for volunteers however we have a plan in place to recruit some more at the beginning of 2024. |
|---|---|---|
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 2023) we held XXXX |
| 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 None. held in this capacity
Name and objects of the charity on whose behalf the N/a. assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and N/a. segregation of such assets from the charity’s own assets
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) | 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. |
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)
Full name(s)
Position
Date
Date: 28/11/2024 Time: 10:28:15
Page: 1
Lichfield Trishaw Project
Profit and Loss
Time:10:28:15 Profit and Loss |
|||
|---|---|---|---|
| Month 1, April 2023 Month 12, March 2024 From: To: Default Layout of Accounts Chart of Accounts: Period Sales Donations 541.00 Purchases Direct Expenses Gross Profit/(Loss): Overheads Support Costs - Travelling Expenses 24.00 Support Costs - Telephone and Computer 220.80 Support Costs - Maintenance 168.95 Management & Admin - Bank Charges and 6.70 Net Profit/(Loss): |
541.00 0.00 0.00 541.00 420.45 120.55 |
Year to Date 541.00 24.00 220.80 168.95 6.70 |
541.00 0.00 0.00 |
| 541.00 420.45 |
|||
| 120.55 |