## 

## 

## 

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



## 

||||SORP||
|---|---|---|---|---|
||||rrdafanca||
|||||SAHS is run entirely by volunteers,<br>without|
||||Para 1.38|whom the scheme would not exist. The total|
|Contribution|made|by||number ofvolunteers<br>at the end of2023 is42.|
|volunteers||||The trustees are grateful fortheir valuable|
|||||contribution.|
|||||There are no paid employees.|
|||||OfHce Volunteers<br>are the telephone<br>link|
|||||between dients requesting<br>transport to|
|||||healthcare<br>appointments<br>and an available|
|||||driver.|





|At the end of2023there were 8regular office|
|---|
|volunteers<br>and 2 new oNce volunteers|
|undergoing<br>training.|
|Since becoming a CIO oNce volunteers|
|contributed<br>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<br>the team. She began asa|
|driver, became ajoint oNce merdinator<br>and|
|then retired as an oNce volunteer. The|
|trustees recognised<br>her valuable<br>long term|
|contribution<br>and commitment<br>with afarewell|
|lunch.|
|'|
|Volunteer<br>Driveta, using their own vehicles,|
|gave their time to provide transpod<br>for484|
|journeys<br>totalling 8172miles to healthcare|
|appointments.<br>Cover was provided seven<br>days aweek. At the end of2023there were 32|
|volunteer<br>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<br>or late evening<br>runs and|
|waiting for cfients when appointments<br>went|
|over the normal two hour wait limit.|
|During the period ofthis report SAHS lost4|
|drivers and recruited 2more.|
|Ofnote, volunteer<br>driver lan Dyke retired'in|
|August 2023atter 16years service tothe|
|organisation<br>including<br>time spent asa driver,|
|in the oNce and asjoint co-ordinator.<br>Ian|
|received atoken ofappreciation<br>from the|
|trustees for his valuable<br>contribution<br>to SAHS|
|Trustees.|
|On 31"May 2023 SAHS was regiitered as a|
|Foundation<br>Charitable<br>Incorporated|
|Organisation<br>(CIO) with a new constitution.|
|In the months<br>leading<br>up to the 31"May 2023|
|the trustees commenced a review of|
|governance<br>and sought legal advice and|
|assistance from Shakespeare<br>Mariineau|
|Solicitors. Their Head ofCharities Catherine|
|Rustomji carefully guided the trustees through|
|the process of registering<br>SAHS as a|
|Foundation<br>CIO with the Charity Commission.|
|The aftermath<br>of becoming a CIO led toa|
|flurry ofactivity to improve governance|
|rocedures as follows.|





||||||~<br>DBSchecks for all volunteers|||
|---|---|---|---|---|---|---|---|
||||||completed<br>successfully.|||
||||||~<br>Insurance cover reviewed and|||
||||||updated.|||
||||||~<br>A new Bank Account organised.|||
||||||~<br>New policy documents<br>for Office Staff,|||
||||||Volunteer<br>Drivers and Recruiting|||
||||||Volunteers<br>were produced<br>and|||
||||||distributed.|||
||||||~<br>GDPR statements<br>included<br>in afi|||
||||||applications|||
||||||~<br>Recommended<br>passenger<br>donations|||
||||||reviewed and updated.|||
||||||~<br>Development<br>ofa SAHS website|||
||||||commenced.|||
||||||In addition to this additional<br>work the truslees|||
||||||continued to monitor the day to day running||of|
||||||the scheme with regular meetings<br>in July,|||
||||||Au'gust,<br>September &November 2023.|||
||||||On 26e September 2023the number of|||
||||||trustees increased from 6to7(the maximum|||
||||||number<br>required<br>by the new constitution)|||
||||||when Paulette Roper, a valued olfice|||
||||||volunteer<br>was formall<br>a<br>inted.|||
|Achieve|men|ts|and Performance|||||
||||||The main achievement ofSAHS has been||its|
||||||continued<br>contribution<br>tothe social well being|||
||||||ofthe local community<br>by providing<br>an|||
|Summary<br>ofthe main<br>achievements<br>ofthe charity,||||Para 120|invaluable<br>transportation<br>service for local<br>residents<br>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<br>options.|||
|the orcumslances|||ofits||Our operation<br>has enabled them to attend|a||
|beneficiaries<br>and|||any wider||wide range ofhealthcare<br>appointments|||
|benefits to society as a|||||primarily<br>within West Sussex.|||
|whole.||||||||
||||||The journeys<br>undertaken<br>by our volunteer|||
||||||drivers also provide a valuable<br>opportunity|for||
||||||those living on their own to experience social|||
||||||engagement<br>and benefit from the stimulation|||
||||||this can give.|||
||||||Performance|||
||||||At the end of2023there were 280|||
||||||beneficiaries<br>registered<br>with SAHS. A number|||
||||||ofthese beneficiaries<br>had multiple needs|||
||||||requiring<br>transportation<br>to various healthcare|||
||||||facilities around West Sussex.<br>Others having|||
||||||on oin<br>treatment,<br>uired re<br>at 'ou|s|to|



## 



|the same healthcare<br>facilities and there were|
|---|
|many requests forsingle appointments.|
|In total the oflice volunteers<br>handled ISO|
|booldng requests.|
|32ofthese requests were cancelled asa|
|result ofthe clients' appointment<br>being|
|cancelled<br>by the healthcare<br>organisation,|
|some ofthem due to industrial<br>action by the|
|docto%.|
|90were cancelled by the client due to|
|sickness orhad made alternative<br>transpod|
|arrangements.|
|There were 9journeys<br>that olfice volunteers|
|were unable to find drivers for. Itwas noted|
|that this mainly occurred during summer|
|holiday times.|
|Asa result atotal of494journeys<br>were|
|undertaken<br>during the period ofthis report.|
|Clients frequently<br>verbally express to oNce|
|volunteers<br>and drivers their appreciation<br>and|
|gratitude forthe setvtce SAHS provides.|
|Kings Awad fior Voluntary Service (KAVS)|
|In September2023SAHS<br>was formafiy<br>.|
|nominated<br>forthe Kings Award forVoluntary|
|Service. Equivalent toan MBE, KAVS isthe|
|highest Award given to local voluntary<br>groups|
|Irithe UK, and they are awarded for life.|
|The nominafion<br>was submitted<br>by one of our|
|cfients who often uses the servides ofthe|
|Scheme and was supported<br>by wonderful|
|letters ofrecommendafion<br>from'two<br>other|
|tegular clients. In November 2023SAHS was|
|advised we were eligible for oonsideration<br>and|
|that an assessment<br>process would commence|
|early in 2024.|
|The award process isa lengthy one with|
|results not known<br>until November 2024. No|
|matter the outcome<br>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<br>j3oslfion althe end|||||and Istheret'ore<br>below the threshold<br>that|
|ofthe period|||||requires independent<br>examinaaon<br>ofIts|
||||||accounts. (Chsritlss Act20f1as amended|
||||||fefea)|
||||||This period talal funds received were|
||||||,f7,3283% The.main.source ofincome came|
||||||from donations<br>made by beneficianes<br>in|
||||||respect ofjourneys<br>undertaken<br>on,their behalf,|
||||||a donation<br>from atrust and a small amount of|
||||||Interest from the savings account.|
||||||Total expenses amounted<br>tof$,5$1.87These|
||||||were mileage expenses<br>paid, atthe|
||||||government<br>prescribed<br>rate, to drivers plus|
||||||oNce rent, telephone<br>bill, insurance<br>premiums,|
||||||DBSchecks, other sundries<br>and aone off|
||||||consultancy feefor registering asa CIO|
||||||The balance ofincome over expenditure<br>came|
||||||toa deficit of - f2,285M.|
||||||It is important to note that itwas the one olf|
||||||consultancy<br>fee forservices provided<br>by|
||||||Shakespeare<br>Martineau<br>solicitors amounting|
||||||tof2,810Mthat led toa deficit of income|
||||||over expenditure.<br>Without this cost.income|
||||||over expenditure<br>amounts'd<br>toa surplus of|
||||||f644.$5.The cost ofthe consultancy fee was.|
||||||covered by reserves from the SAHS savings|
||||||account.|
|Statement<br>explaining<br>the<br>policy for holding reserves|||||SAHS old current account, from prior to<br>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<br>business account used forthe|
||||||deposit ofdonations<br>and payment of|
||||||expenses, oNce rent, bills, etc.|
||||||2.A savings account to which excess funds|
||||||from the business account are transferred<br>and|
||||||kept in reserve for additional expenses e.g.|
||||||consultan<br>fees and le al advice.|
|Amount of|reserves held||||f13,060.$8as at 31December 2023.|
|Explanation||ofany||Para 123|Currently<br>there are no financial uncertainties.|
|uncertainties||about the|||SAHS maintains a healthy balance<br>in its bank|
|charity continuing|||asagoing||accounts and is in asound financial<br>position. .|
|concern||||||





|Additional<br>Information|(optionaiI|(optionaiI|||
|---|---|---|---|---|
|You<br>choose toInclude further alabsments|||where rebevant about||
|A description ofthe.ptincipal||,The charily isable tomeet the current demand|||
|risks facing the charity||„|from beneliciarles<br>but a reduction<br>in the||
||||number ofvolurrlaers<br>(oiftce staff and/or||
||||drivers<br>would elfect the charities ellicien||
|Structure, Governance||and Iiwanagement|||
|Descrtption ofcharity's|||||
|trusts:|||||
|Type ofgoverning<br>document<br>;;rest daao, r<br>I chanc(:||Pere 1.25|Constitution<br>adopted 31"May 2023||
|Hcw is the charity||Pere 125|Foundation<br>Charilable<br>Incorporated||
|constituted?|||Organisation||
|ta g.tnincorporata;I|||||
|associatton,<br>CIC: t|||||
|Trustee selection methods|||Apart from the first charity trustees, every||
|induding<br>details ofany|||trustee must be appointed<br>foraterm of|three|
|consbtutional, provisions <br>ebection to post orname|e.g.<br> of||years bya resolubon passed ata properly<br>convened<br>meebng ofthe charity trustees.||
|any person or body entitled|||ln selecting<br>individuals<br>for appointment|as|
|to appoint one ormore|||charity trustees, the charity trustees must have||
|trustees|||regard tothe skills, knowledge<br>and experience||
||||needed forthe elfecbve adminssrrtion<br>ofthe||
||||CIO||
|Addlthnal<br>Inf'ormatton|(opthnaiI||||
|You ma<br>choose to indude further statements|||where relevant about||
|Policies and procedures||Pere 1.51|New trustees are directed to||
|adopted forthe inducbon|||~<br>The Charity Commissions<br>Public||
|and training oftrustees|||Beneitt Documents on the CC's||
||||website.||
||||~<br>The Essen5al Trustee, what you|need|
||||to know, what you need todo.(CC3)<br>found on the CC's website.||
||||~<br>The Storrington<br>Area Help Scheme||
||||Constitution.||
||||~<br>Aco<br>ofthe latest accounts.||
|Relationship<br>with any||Pere 1.51|Storrington<br>Area Help Scheme isa member of||
|related parlies|||the Chanctonbury<br>Community<br>Transport||
||||Forum. This isagroup oflike-minded||
||||organisagons<br>set up through<br>the Primary Care||
||||Network offour keel GP surgeries at||
||||Billingshurst,<br>Stomngton,<br>Henfield and||
||||Steyning. The forum meets once aquarter to||
||||share best<br>and information.||





## 


## 


## 

## 



## 

## 

## 







||Cl|44||8|A|8||CO||8|m<br>IO|IV|||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
||IO<br>g<br>m|m<br>m<br>W||ID<br>IO<br>W|W<br>m<br>ill|IV<br>ao<br>W||ld<br>III<br>W|O<br>III<br>IO|III<br>CI||CI|||||
||W||||||||||W||||||
|||||||||||||Ol0I|||||
||||||||||||||Z||||
|||||||||||||||||I|
|||||||||||||||||I|
||||||||||g'|||44||||i|
|||||||||||||Ol|||||
|||||||||||||||||OC|
|||||||||4I|||||||||
|||||||||0|44|||C|||||
|||||Q|IC||||||||||||
|||||||||||||0|||||
|||||||||||||44|||||
|||||||||||||C0|||||
|||||||||||||I0|||||
|||||||||||||V|||||
|||||||||||||i<br>IÃ|||||
||Ch<br>I<br>OO<br>m<br>W||g||O||OO<br>III<br>m<br>CI<br>W||||IO<br>Al<br>Ill|C0IJ|8!<br>l<br>Ci|8 <br>III<br>IV|III<br>m<br> A <br>I0<br>IV <br>W|Al<br> r1<br> I0<br>W|
||||||||||||0||0<br>Z|4J<br>C <br>8<br>U|I<br>C<br> 0<br>U <br>IO|i|
||||||||||||||0|IOI<br>C<br>OI|C<br>Ol<br>U|U<br>U<br> 0|
||||||||||||||I||||
||8||||Io||5|||||||U<br>0|C|Pil|
|0<br>LJZ|8<br>50||||E||8|||||||C<br>Ol<br>U<br>C<br>IO<br>IO<br>ID|C<br>4l<br>U<br>C<br>IO<br>IO<br>Cl|C<br>4I<br>U<br>C<br>Ol<br>IO<br>Cl|



