CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From I" July 2024 To 30" June 2025 Charity name: Tandem Medical transport Charity registration number: 1208569 Objectives and Activities SORP reference Summary of the purposes of the charity as set out in its governing document Para1 17 The object of the charty shall be to promote the relief of the elderly and l or disabled people in Midhurst and district, Fn particular by the provision of sepiices to assist those persons to cope with their disability in association with able-bodied persons. Summary of the main activities in relation lo those purposes for Ihe publi benefit, in particular, the actiwties, projects or services identified in the accounts. Para1.178nd 1.19 Our main activities are. the provision of transport to take elderly and l or disabled people to medical appointments. organising outings for members. Running a weekly session that brings people together for an aftemoon to try and combat loneliness. Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1 18 The trustees have paid regard to the guidance on public benefit as issued by the Charity Commission. Additional information {optionall You ma choose to include further statements where relevant about.. SORP reference Policy on grant making Para 1.38 N/A Policy on soaal investment induding program related inveslmenl P318 1.38 NIA Contribution made by volunteers Para 138 Ourwork is undertaken entirely by volunteers, we have no paid members of stsff. Other Achievements and Perfonnance SORP feference Summary of the main achievements ofthe charity, idenlifying the differen￿ the charity's work has made lo the arcumStan￿S of its beneficiaries and any wider benefits to society as a whole. Weekly Club held for members providing social interactson and timo away from home. Para 120 Transportation of elderly or infirni to medical appointments where otherwise they would not be able to attend. Fortnlghtly outings for member5 providing trips to local attractions, social Interaction and time away from home. Additional infonnation (optional) You ma hwse to indude further statements where relevant about.. Significant effort invested in provldlng transport related to vaccination for elderly and vulnerable. Achievements against objectives set Para 1.41 Performance of fundraising adivities against objectives set Fundraising Govered daily running costs. Two legacies provided additional income that has been invested as reservo funds Para 1.41 Funds in fixed interest 5 year account provides Interest payments that cover most of the annual running costs. Investment performance against objectives Para 1.41 Other Financial Review Review of the charity's financial position al the end of the period Para 1.21 Income and expenditure are in balance and reserves are adequato Statement explaining the policy for holding reseTV8S stating why they are held Par3 1 22 Reserves are being built up to cover future costs of replacinglupgrading tho Tandem vehicle fleet Amount of reserves held Para 1.22 £133,000 Reasons for holding zero reserves Para 1.22 NIA Details of fund materially in defiat Para 1 24 Explanation of any uncertainties about the charity Continuing as a going conorn Para 1 23 No concerns Additional infomiation (optional) You ma ch¢)ose to include further statements where relevant a￿ut.. The charity's prinapal sources of funds (including any fundraising) Par8 1 47 Donations and legacies Transports charges to cover running costs of vehicles. Membership subs and outlngs fees covering running cost of 2 Tandem buses. County council grant Investment policy and objectives induding any, social investment policy adopted Para 1.46 Reserves invested for Medlum tsrm A description of the pnncipal risk5 facing the Gharity Para 1.46 Recruttment and retention of volunteer drivers, outing escorts, and support roles. More drivers would reduce dependency on a few key individuals Other Structure. Governance and Management Description of charity's trusts.. Type of governing document Para 1.25 Our governlng document is our constitution. How is the charity constituted? Para 1 25 cio Truslee selection melhods induding details of any constitutional provisions e.g. election to post or name of any person or body entilled to appoint one or more trustees Para 1 25 The Chairman and Treasurer must be trustees. Any others are selected by our managing committee. Additional infomiation loptional} You ma choose to include further statements where relevant about.. Poliaes and prO￿dureS adopted for the induction and training of trustees New trustees are required to complete three tasks as part of their induction. They need to; Have a meeting with the Chair where all dotails of the chartty's aims and procedures are discussed in detail. Confimi that they have read the Charlty Comrnission's guide, The Essential Trustee. Confimi that they have read the Charity Commissions guidance on Public Benefit. Para 1.s1 The charity's organisational structure and any wider network with whith the charity works Para 1.51 The charity is run by a management committee. Relationship with any related parties Para 1.51 We do interact with other local charities but there is no formal relationship between us. Other Reference and Administrative detsils Charit name Other name the charit uses Registered charity number Charity's pnncipal address Tandem Medical Trans Tandem 1208569 The Grange Community and Leisure Centre, 8epton Road Midhurst GU29 9HD Names of the charity trustees who manage the charity D•ts$ a¢ted if not for whole Trustee nam• ¢yric• lif any) Name of person lor bodyl entltl8d to a oint trust•• fan Stuart Fraser Chairman Paul Cluse Treasurer Mark Wrey Edward Knighton 10 12 13 14 15 16 17 18 19 20 Cor orate trustees- names of the directors al the date the re ortwasa roved Director name Name of trustees holding tstle to property belonging to the charity Trustee name Dates act￿ if not forwholè èar Funds held as custodian trustees on behalf of others Description of the assets held in this capaaty NIA Name and objects of the charity on whose behalf the assets are held and how this falls within the cust¢)dian charity's objects NIA Delails of arrangements for safe custody and segregation of such assets from the charity's own assels NIA Additional inforniation (optional) Names and addresses of advisers Ioptlonal Infomiatlon) Type of Name Address adviser Name of chief eX￿UtiVe or names of senior staff members (Optional Infomiation) Mr Stuart Fraser (Chairman) Exemptions from disclosure Reason for non-disclosure of ke rsonnel details Other o tional information Declarations The trustees declare that they have approved the trustses, report above. Slgned on behalf of the charity's trustees Signature(s) Full name(s} Stuart Fraser Paul Cluse Posltion (eg Secretary, Chair, etc) Chairman Treasurer Dats **----- Start of picture text -----**
Charity Name Charity No. CC16a
Tandem Medical Transport 1208569
Receipts and payments accounts
For the period Period start date Period end date
To
from 01/07/24 30/06/25
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Interest 5,358 - - 5,358 1,644
Fares 1,250 - - 1,250 1,628
Donations 12,389 - - 12,389 1,761
Outings 7,612 - - 7,612 7,318
Grants 2,500 - - 2,500 2,500
Membership 1,003 - - 1,003 1,074
Tuesday Club 700 - - 700 726
Others 190 - - 190 10
- - -
Sub total (Gross income for
31,002 - - 31,002 16,661
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 31,002 - - 31,002 16,661
A3 Payments
Training 202 - - 202 1,325
Vehicle Fuel 1,847 - - 1,847 2,087
Administration 1,622 - - 1,622 1,077
Printing and Stationary 741 741 1,251
Insurances 3,793 - - 3,793 2,913
Vehicle Maintenance 3,884 - - 3,884 4,406
Social Activities 728 - - 728 1,319
Outings expenses 2,742 - - 2,742 2,156
Phone 192 - - 192 143
Volunteer expenses 280 - - 280 72
Tuesday Club 1,946 - - 1,946 620
Loss on assets - - - - 2,406
Sub total 17,977 - - 17,977 19,775
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total - - - - -
Total payments 17,977 - - 17,977 19,775
Net of receipts/(payments) 13,025 - - 13,025 - 3,114
A5 Transfers between funds - - - - -
A6 Cash funds last year end 124,448 - - 124,448 124,167
Cash funds this year end 137,473 - - 137,473 121,053
**----- End of picture text -----**
CCXX R1 accounts (SS) 30/12/2025 1 |**Section B Statement of assets and liabilities at**|**Section B Statement of assets and liabilities at**|**the end of the period**|| |---|---|---|---| |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**|**Details**
Cambridge and Counties Bank
Charity Bank
Santander Current Account
Santander Savings Account
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
**Details**
Peugeot 10 seat Minibus (2019)
Renault 6 seat Minibus (2017)
VW Caddy wheelchair adapted Van (2016)
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**86,212**
**-**
**36,671**
**-**
**4,183**
**-**
**10,407**
**-**
**-**
**-**
**137,473**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name|**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval| CCXX R2 accounts (SS) 30/12/2025 2 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees Tandem Medical Transport On accounts for the year ended 30, June 2025 Charity no (if any 1208569 Set out on pages 1and2 I report to the trustees on my examination ofthe accounts of the above charity {"the Trust") for the year ended 3010612025. Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 I the Act°}. I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 14515)(bl of the Act. Independent I have completed my examination. I confimi that no material matters have examiner's statement come to my attention in connection with the examination f*PIEp* 4￿1￿") which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act., or the accounts did not accord with the accounting records., or the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fai view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. Signed: Date: 30 December 2025 Name: E J SYMONDS Relevant professional qualification(s) or body lif any): IER Oct 2018 Address: S&B ACCOUNTING SERVICES SOLAR HOUSE NEW STREET PETWORTH GU28 OAS Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER Oct 2018