## **Trustees’ Annual Report for the period** **From 26/04/24 Period start date To 31/12/24 Period end date Charity name: North Salop Wheelers Charity Bus** ## **Charity registration number: 1208028** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|‘To provide transport facilities in
North East Shropshire for persons
who have special needs of facilities
because they are elderly, sick, poor
or disabled by the provision of
community based transport
services’.| |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 provision of regular, door-to-
door market bus services (Market
Drayton, Whitchurch, Wem);
offering occasional “individual
journey” transport for such things
as medical appointments; providing
Group Hires to appropriate bodies
to facilitate social events for well-
being. The activities of the charity
are run by volunteers entirely for
public benefit.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The five trustees confirm they have had
access to the Charity Commission on public
benefit.| **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference N/A Para 1.38 Policy on grant making N/A Para 1.38 Policy on social investment including program related investment NSWCB is wholly run by volunteers Para 1.38 Contribution made by volunteers Other ## **Achievements and Performance** ||SORP reference|| |---|---|---| |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|In this reporting period,the charity has
provided 2400 bus trips, 85 individual
journeys and 8 Group Hires to facilitate
access to amenities, medical services and
social well-being for those who are
otherwise isolated by the lack of affordable
public and/or private transport. An indirect
benefit accrues to the NHS by keeping
more elderly people healthy through
activity and avoidance of social isolation.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|NSWheelersCB aimed to provide transport
services in respect of its charitable purpose
services. To achieve this aim, it needed to
upgrade vehicles. Specific objectives were
not set other than a broad aim to overhaul
an aged fleet of five vehicles. With the
assistance of donors and windfall grants,
significant upgrades have been achieved.
The weekly market bus routes and AGE UK
Whitchurch have been sustained with new,
wheelchair-accessible buses. Requests for
Group Hires and Individual journeys both
show modest increases in the light of
Wheelers’growing reputation.| |---|---|---| N/A Performance of fundraising activities against objectives Para 1.41 set N/A Investment performance Para 1.41 against objectives Other ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|Finances are stable with adequate resources to
meet foreseeable needs. Bank balances have
been augmented in 2024 by ‘windfall’
donations.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The policy proposes to hold the equivalent of a
year's running costs in reserve funds and to
establish a fleet renewal account. NSWCB is
exploring appropriate banking options as
advised byour current banker,TSB.| |Amount of reserves held|Para 1.22|£25,000| |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|The only significant threat to the future of
NSWCB is the age of its trustees and
volunteers which averages c. 70+ years| |**Additional information (optional)**
You may choose to include further statements|**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|Grants, donations and fares| |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|Beyond the ageing personnel, the principal
risk is the possibility of the withdrawal of
key grants, notably from the County
Council, under current budgetary
constraints.| |Other||It should be noted that, at the inaugural
trustees meeting on 10 June 2024, the
assets (vehicles and cash) were formally
transferred from Wheelers previous
organisation (an unincorporated
association).
It should also be noted that some
transactions (e.g. payment of annual rent
for the yard where vehicles are kept) fell
outside the CIO reporting period.| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|CIO model constitution| |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|The constitutional option to increase the
number of trustees is under discussion.
The main criteria in play are skillsets not
currently available to the current board
(e,g, lawyer, accountant, social policy
specialist)| ## **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|NSWCB has an induction handbook for all
of its volunteers which forms the basis of a
face-to-face induction.| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|NSWCB is one of seven constituent
members of Shropshire Community
Transport Consortium which shares best
practice. In 2024, SCTC collectively made a
large-scale bid to Motability for new buses
and administrative support. Whilst the bid
was not successful, there may be an
opportunity in 2025 for a more modest
follow-up bid. NSWCB, is grateful to
members of SCTC for sharing their
experience and giving positive support in a
period of re-development.| |Relationship with any
related parties|Para 1.51|none| |Other||| ## **Reference and Administrative details** |Charity name|North Salop Wheelers Community Bus| |---|---| |Other name the charity uses|Wheelers| |Registered charity number|1208028| |Charity’s principal address|c/o Wem Town Council, 3 High Street, Wem, Shropshire,
SY4 5AA| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (if any)**| |---|---|---|---|---| ||Terence FRY|Administrator|26/04/24 – 31/12/24|| ||SallyJONES|Treasurer|26/04/24 – 31/04/24|| ||Graham JOYNES|Fleet manager|26/04/24 – 31/12/24|| ||Robin NELSON|Secretary|26/04/24 – 31/12/24|| ||Geoff SOUL|Chair|26/04/24 – 31/12/24|| |||||| |||||| – 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 **|| |---|---|---| |**N/A**||| |||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** Description of the assets None held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Type of**
**adviser**
**Name**|**Type of**
**adviser**
**Name**|**Address**| |---|---|---| |**N/A**||| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| |||| ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details **N/A** ## **Other optional information** **NONE** Declarations The tNstees dedare that they have apwoved the trustoes, report above. Slgned on behall of the charlty's Irustees Slgnature(s) F￿1 n*ne(5 Posltion {og Socretary. Chalr. etc) Rolxn NELSON Terence FRY Secretary Administrator Independentexamin¢rf5 reporttothe man•EeM￿ tommittee of%ltheders P4orth Salop Cmmunity&Js Piojert I report on thea¢countso*therynisationlurthe per1￿j endins 31 t*L*mber 2024 whKh are Set oul orbth2 fdltiwr￿ pages. Respealve responslblllues of managernént comrnltt*e and euM￿er The management committe are reswnsible for the preparation of theaccount&ThE manogerrentrommittee consider that an audit isnot required and that an independent ex3mination is needed. It is my respO￿bil￿t0examlne the auoL¢nts tostatrwhetherparticular matter5 ha¥ec£meto my attention. Basfjs of l•dependeTrt examlnerfs report An examination includes a review of the acwuTrtir￿ record5 kept bytheor8an15ati0n￿d a corrtpaiiwof the atcounts presented with those records. It&50 Fr￿ude5￿*1erOt￿ of arry unwal item50rd¢sd05ures in the account5. and Seeking explanationsfrom yoy concernire any such matter5. The prr&edures undertaken de not prowde all the e￿de￿e that would be required in an audit and consequentty ￿ opinion 15 8NÈn as to whetherthe accounts presem a true fairwrf aNI tho report is Ilmiral tothose matters sei out in the next statement. Inttependerf examlnerfsststemert In connection WTth myexamination, no matterhascome to my attention- 111 whith gives me reasonable caLtseto bellevethat In any material respett the requlrements to keepac0)Un￿nS record5 and to prepare accounts %Yhith accord %*rh theaccounting records have ftot t*en met c 121 towhKh. in mycpinion. atte￿i￿n 5houkl be drawn In orderto enat4ea prOperunderstandi￿ of the account5to be reathed Name.. Jake Gurr Relevant professional gualifiration w i￿1.. ICAEW Address.. TheVic3ra8e. Wti5field. Whitthurth. Shropshire. SY13 2LB 5i8noture &date'. 1146 j,5 2DJr JAXE LURI FCA 01348 131101 Pé 07766 110015 Wboders NS Wheeth 2024 P2 CHARITY COMMISSION FOR ENGIAND AND WALES Receipts and ayments accounts CC16a For the perlod 26Nrd024 3111212024 Section A Receipts and payments UntestriGted Restrithd funds lunds Endowment funds lunds Last ￿•r th• n•w••t£ to1￿ n•*B5tÉ n•nr••t E toth• nMr•¥¢£ Al Recelpts GRANTS DONATIONS FARES SUBSCRIPTIONS 2412D 28,120 19,983 15,397 2,398 15.397 Sub totsl{G￿S income for AR) A2 ASS￿ and Investmont sal88. (see tablel. Sub total A3Pa FUEL NTENANCE RENT INSURANCE ADMINISThATION VEHICLE PURCHASE 3.1 3,100 1A41 23.061 23,161 Sub total A4 Asset and Inv•$tment pyr¢hases, $08 table Sub total Net of r8c•lptsl{p•yments) A5 Translers between fvnds A6 Cash funds last year tnd Ca$h funds this year end 25h 25.491 17,746 41237 17.746 43237 CCXX R2 a¢(￿jn￿ ISSI 10107r2025 Section È Statement of assets and liabilities at the end of the period Unr••trie*•d Rp4tiict*d lunds Entgowm•nt fund• éon•*8¥t£ B1 Cash fund¥ 45.257 Yo￿¢￿h Iwids 4323? *si fun rwre5t£ funds -" •••• p¥DdknW￿Alth V¥noFlr*whl¢h CurrnntV￿ 84 A*••ts r•tsln•d for th• charlty'• own l￿dID whfjth Wh•n dy• tyn es Ll•blllll SknabJr• Prird Nam• Dsle of val ROBIN NELS¢*4 TERRY FRY CCXX R3 acc4Wrt% ISSI 16107I202S Independentexamin¢rf5 reporttothe man•EeM￿ tommittee of%ltheders P4orth Salop Cmmunity&Js Piojert I report on thea¢countso*therynisationlurthe per1￿j endins 31 t*L*mber 2024 whKh are Set oul orbth2 fdltiwr￿ pages. Respealve responslblllues of managernént comrnltt*e and euM￿er The management committe are reswnsible for the preparation of theaccount&ThE manogerrentrommittee consider that an audit isnot required and that an independent ex3mination is needed. It is my respO￿bil￿t0examlne the auoL¢nts tostatrwhetherparticular matter5 ha¥ec£meto my attention. Basfjs of l•dependeTrt examlnerfs report An examination includes a review of the acwuTrtir￿ record5 kept bytheor8an15ati0n￿d a corrtpaiiwof the atcounts presented with those records. It&50 Fr￿ude5￿*1erOt￿ of arry unwal item50rd¢sd05ures in the account5. and Seeking explanationsfrom yoy concernire any such matter5. The prr&edures undertaken de not prowde all the e￿de￿e that would be required in an audit and consequentty ￿ opinion 15 8NÈn as to whetherthe accounts presem a true fairwrf aNI tho report is Ilmiral tothose matters sei out in the next statement. Inttependerf examlnerfsststemert In connection WTth myexamination, no matterhascome to my attention- 111 whith gives me reasonable caLtseto bellevethat In any material respett the requlrements to keepac0)Un￿nS record5 and to prepare accounts %Yhith accord %*rh theaccounting records have ftot t*en met c 121 towhKh. in mycpinion. atte￿i￿n 5houkl be drawn In orderto enat4ea prOperunderstandi￿ of the account5to be reathed Name.. Jake Gurr Relevant professional gualifiration w i￿1.. ICAEW Address.. TheVic3ra8e. Wti5field. Whitthurth. Shropshire. SY13 2LB 5i8noture &date'. 1146 j,5 2DJr JAXE LURI FCA 01348 131101 Pé 07766 110015 Wboders NS Wheeth 2024 P2 CHARITY COMMISSION FOR ENGIAND AND WALES Receipts and ayments accounts CC16a For the perlod 26Nrd024 3111212024 Section A Receipts and payments UntestriGted Restrithd funds lunds Endowment funds lunds Last ￿•r th• n•w••t£ to1￿ n•*B5tÉ n•nr••t E toth• nMr•¥¢£ Al Recelpts GRANTS DONATIONS FARES SUBSCRIPTIONS 2412D 28,120 19,983 15,397 2,398 15.397 Sub totsl{G￿S income for AR) A2 ASS￿ and Investmont sal88. (see tablel. Sub total A3Pa FUEL NTENANCE RENT INSURANCE ADMINISThATION VEHICLE PURCHASE 3.1 3,100 1A41 23.061 23,161 Sub total A4 Asset and Inv•$tment pyr¢hases, $08 table Sub total Net of r8c•lptsl{p•yments) A5 Translers between fvnds A6 Cash funds last year tnd Ca$h funds this year end 25h 25.491 17,746 41237 17.746 43237 CCXX R2 a¢(￿jn￿ ISSI 10107r2025 Section È Statement of assets and liabilities at the end of the period Unr••trie*•d Rp4tiict*d lunds Entgowm•nt fund• éon•*8¥t£ B1 Cash fund¥ 45.257 Yo￿¢￿h Iwids 4323? *si fun rwre5t£ funds -" •••• p¥DdknW￿Alth V¥noFlr*whl¢h CurrnntV￿ 84 A*••ts r•tsln•d for th• charlty'• own l￿dID whfjth Wh•n dy• tyn es Ll•blllll SknabJr• Prird Nam• Dsle of val ROBIN NELS¢*4 TERRY FRY CCXX R3 acc4Wrt% ISSI 16107I202S