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2023-12-31-accounts

SORP
fsfan!Iles
Summery ofthe purposes of The objects ofthe CIO are to relieve persons
the charity as set out in its resident
in Storiington,
Sullington,
Thakeham,
governing document Ashington,
Washington,
West Chiltington
and
Cootham, and such other places as the charity
trustees may from time to time determine
(the
area ofoperation)
who are in conditions of
need
hardshi
and distress.
Summary
activities
ofthe main
in relation tothose
Para 1.17and
iie
'
The aim ofthe scheme isto assist those
residing
in the area ofoperation
who require
purposes forthe public help with transport to healthcaie
appointments
benefit,
in particular,
the by the provision ofa voluntary car service for
activities, projects or the transport ofsuch persons to and from
services identiTied
in
the appointments
primarily
within West Sussex.
accounts.
Statement confirming Pars 1.18 The Storrington
Area Help Scheme trustees
whether the trustees have have regard tothe guidance issued by the
had regard tothe guidance Charity Commission
on public benefit
issued by the Charity
Commission
on public
benefit

SORP
rrdafanca
SAHS is run entirely by volunteers,
without
Para 1.38 whom the scheme would not exist. The total
Contribution made by number ofvolunteers
at the end of2023 is42.
volunteers The trustees are grateful fortheir valuable
contribution.
There are no paid employees.
OfHce Volunteers
are the telephone
link
between dients requesting
transport to
healthcare
appointments
and an available
driver.
At the end of2023there were 8regular office
volunteers
and 2 new oNce volunteers
undergoing
training.
Since becoming a CIO oNce volunteers
contributed
in excess of288 hours oftheir own
time from 31"May to31"December 2023.
Df.note, office volunteer Janet Clarke reti're'
atthe end ofthe year after dedicating 23
years'-service1o
the team. She began asa
driver, became ajoint oNce merdinator
and
then retired as an oNce volunteer. The
trustees recognised
her valuable
long term
contribution
and commitment
with afarewell
lunch.
'
Volunteer
Driveta, using their own vehicles,
gave their time to provide transpod
for484
journeys
totalling 8172miles to healthcare
appointments.
Cover was provided seven
days aweek. At the end of2023there were 32
volunteer
drivers.
Itwas noted by the trustees that there were
some occasions where drivers went above
and beyond the call ofduty to assist clients
with early morning
or late evening
runs and
waiting for cfients when appointments
went
over the normal two hour wait limit.
During the period ofthis report SAHS lost4
drivers and recruited 2more.
Ofnote, volunteer
driver lan Dyke retired'in
August 2023atter 16years service tothe
organisation
including
time spent asa driver,
in the oNce and asjoint co-ordinator.
Ian
received atoken ofappreciation
from the
trustees for his valuable
contribution
to SAHS
Trustees.
On 31"May 2023 SAHS was regiitered as a
Foundation
Charitable
Incorporated
Organisation
(CIO) with a new constitution.
In the months
leading
up to the 31"May 2023
the trustees commenced a review of
governance
and sought legal advice and
assistance from Shakespeare
Mariineau
Solicitors. Their Head ofCharities Catherine
Rustomji carefully guided the trustees through
the process of registering
SAHS as a
Foundation
CIO with the Charity Commission.
The aftermath
of becoming a CIO led toa
flurry ofactivity to improve governance
rocedures as follows.
~
DBSchecks for all volunteers
completed
successfully.
~
Insurance cover reviewed and
updated.
~
A new Bank Account organised.
~
New policy documents
for Office Staff,
Volunteer
Drivers and Recruiting
Volunteers
were produced
and
distributed.
~
GDPR statements
included
in afi
applications
~
Recommended
passenger
donations
reviewed and updated.
~
Development
ofa SAHS website
commenced.
In addition to this additional
work the truslees
continued to monitor the day to day running of
the scheme with regular meetings
in July,
Au'gust,
September &November 2023.
On 26e September 2023the number of
trustees increased from 6to7(the maximum
number
required
by the new constitution)
when Paulette Roper, a valued olfice
volunteer
was formall
a
inted.
Achieve men ts and Performance
The main achievement ofSAHS has been its
continued
contribution
tothe social well being
ofthe local community
by providing
an
Summary
ofthe main
achievements
ofthe charity,
Para 120 invaluable
transportation
service for local
residents
who have no access to transport
of
identifying the dfiference the their own, are mostly elderly and live in a rural
charity's work has made to area with very limited public transport
options.
the orcumslances ofits Our operation
has enabled them to attend
a
beneficiaries
and
any wider wide range ofhealthcare
appointments
benefits to society as a primarily
within West Sussex.
whole.
The journeys
undertaken
by our volunteer
drivers also provide a valuable
opportunity
for
those living on their own to experience social
engagement
and benefit from the stimulation
this can give.
Performance
At the end of2023there were 280
beneficiaries
registered
with SAHS. A number
ofthese beneficiaries
had multiple needs
requiring
transportation
to various healthcare
facilities around West Sussex.
Others having
on oin
treatment,
uired re
at 'ou
s to

the same healthcare
facilities and there were
many requests forsingle appointments.
In total the oflice volunteers
handled ISO
booldng requests.
32ofthese requests were cancelled asa
result ofthe clients' appointment
being
cancelled
by the healthcare
organisation,
some ofthem due to industrial
action by the
docto%.
90were cancelled by the client due to
sickness orhad made alternative
transpod
arrangements.
There were 9journeys
that olfice volunteers
were unable to find drivers for. Itwas noted
that this mainly occurred during summer
holiday times.
Asa result atotal of494journeys
were
undertaken
during the period ofthis report.
Clients frequently
verbally express to oNce
volunteers
and drivers their appreciation
and
gratitude forthe setvtce SAHS provides.
Kings Awad fior Voluntary Service (KAVS)
In September2023SAHS
was formafiy
.
nominated
forthe Kings Award forVoluntary
Service. Equivalent toan MBE, KAVS isthe
highest Award given to local voluntary
groups
Irithe UK, and they are awarded for life.
The nominafion
was submitted
by one of our
cfients who often uses the servides ofthe
Scheme and was supported
by wonderful
letters ofrecommendafion
from'two
other
tegular clients. In November 2023SAHS was
advised we were eligible for oonsideration
and
that an assessment
process would commence
early in 2024.
The award process isa lengthy one with
results not known
until November 2024. No
matter the outcome
it is an honour for SAHS
to be considered forthis award.

Review of the charity's the charity's the charity's Para 121 BAHS h'a's an annual income under f25,000
finandal
j3oslfion althe end
and Istheret'ore
below the threshold
that
ofthe period requires independent
examinaaon
ofIts
accounts. (Chsritlss Act20f1as amended
fefea)
This period talal funds received were
,f7,3283% The.main.source ofincome came
from donations
made by beneficianes
in
respect ofjourneys
undertaken
on,their behalf,
a donation
from atrust and a small amount of
Interest from the savings account.
Total expenses amounted
tof$,5$1.87These
were mileage expenses
paid, atthe
government
prescribed
rate, to drivers plus
oNce rent, telephone
bill, insurance
premiums,
DBSchecks, other sundries
and aone off
consultancy feefor registering asa CIO
The balance ofincome over expenditure
came
toa deficit of - f2,285M.
It is important to note that itwas the one olf
consultancy
fee forservices provided
by
Shakespeare
Martineau
solicitors amounting
tof2,810Mthat led toa deficit of income
over expenditure.
Without this cost.income
over expenditure
amounts'd
toa surplus of
f644.$5.The cost ofthe consultancy fee was.
covered by reserves from the SAHS savings
account.
Statement
explaining
the
policy for holding reserves
SAHS old current account, from prior to
becoming a CIO on 31"May 2023, is in the
stating why they are held process ofbeing wound down and will be
closed in early 2024.Once this occurs SAHS
will have two accounts with Bardays Bank.
1.An everyday
business account used forthe
deposit ofdonations
and payment of
expenses, oNce rent, bills, etc.
2.A savings account to which excess funds
from the business account are transferred
and
kept in reserve for additional expenses e.g.
consultan
fees and le al advice.
Amount of reserves held f13,060.$8as at 31December 2023.
Explanation ofany Para 123 Currently
there are no financial uncertainties.
uncertainties about the SAHS maintains a healthy balance
in its bank
charity continuing asagoing accounts and is in asound financial
position. .
concern
Additional
Information
(optionaiI (optionaiI
You
choose toInclude further alabsments
where rebevant about
A description ofthe.ptincipal ,The charily isable tomeet the current demand
risks facing the charity „ from beneliciarles
but a reduction
in the
number ofvolurrlaers
(oiftce staff and/or
drivers
would elfect the charities ellicien
Structure, Governance and Iiwanagement
Descrtption ofcharity's
trusts:
Type ofgoverning
document
;;rest daao, r
I chanc(:
Pere 1.25 Constitution
adopted 31"May 2023
Hcw is the charity Pere 125 Foundation
Charilable
Incorporated
constituted? Organisation
ta g.tnincorporata;I
associatton,
CIC: t
Trustee selection methods Apart from the first charity trustees, every
induding
details ofany
trustee must be appointed
foraterm of
three
consbtutional, provisions
ebection to post orname
e.g.
of
years bya resolubon passed ata properly
convened
meebng ofthe charity trustees.
any person or body entitled ln selecting
individuals
for appointment
as
to appoint one ormore charity trustees, the charity trustees must have
trustees regard tothe skills, knowledge
and experience
needed forthe elfecbve adminssrrtion
ofthe
CIO
Addlthnal
Inf'ormatton
(opthnaiI
You ma
choose to indude further statements
where relevant about
Policies and procedures Pere 1.51 New trustees are directed to
adopted forthe inducbon ~
The Charity Commissions
Public
and training oftrustees Beneitt Documents on the CC's
website.
~
The Essen5al Trustee, what you
need
to know, what you need todo.(CC3)
found on the CC's website.
~
The Storrington
Area Help Scheme
Constitution.
~
Aco
ofthe latest accounts.
Relationship
with any
Pere 1.51 Storrington
Area Help Scheme isa member of
related parlies the Chanctonbury
Community
Transport
Forum. This isagroup oflike-minded
organisagons
set up through
the Primary Care
Network offour keel GP surgeries at
Billingshurst,
Stomngton,
Henfield and
Steyning. The forum meets once aquarter to
share best
and information.

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