## **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|