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|---|---|
| ��� "�# % �) |
Trustees' Annual Report for the period
| Period start date | Period start date | Period end date | Period end date | ||||
|---|---|---|---|---|---|---|---|
| 01 | 04 | 2024 | 31 | 03 | 2025 | ||
| From | To |
Section A Reference and administration details
Charity name[SOMERSET ACCIDENT VOLUNTARY EMERGENCY ] SERVICES
SAVES
Other names charity is known by SOMERSET AND AVON VOLUNTARY EMERGENCY SERVICE
Registered charity number (if any) 264354
Charity's principal address NORTH CURRY HEALTH CENTRE,
GREENWAY, NORTH CURRY, TAUNTON SOMERSET Postcode TA3 6NQ
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| DR J HICKMAN | CHAIR | |||
| DR R SPEKE | TREASURER | |||
| DR E FORD | VICE CHAIR | 01/04/2024 to 05/11/2024 |
||
| MR A NEWLAND | 01/04/2024 to 05/11/2024 |
|||
| DR J SEDDON | SECRETARY & BASICS SW REPRESENTATIVE |
01/04/2024 to 05/11/2024 |
||
| MR C SUTTON | 05/11/2024 to 31/03/2025 |
|||
| MR M PEARSON | 05/11/2024 to 31/03/2025 |
|||
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March 2012
1
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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 |
|||
| ACCOUNTANT | LENTELLS LIMITED | 17-18 LEACH ROAD, CHARD, SOMERSET, TA20 1FA | |
| Name of chief executive or names of senior staff members (Optional information) | |||
| Section B Structure, governance and management | |||
| Description of the charity’s trusts Type of governing document (eg. trust deed, constitution) CONSTITUTION ADOPTED 07/06/1972 AS AMENDED BY RESOLUTION DATED 05/06/1974 AS ADMENDED ON 30/11/2004 AS AMENDED ON 23/11/2010 AS AMENDED ON 12/11/2012 AS AMENDED 7/11/2023 How the charity is constituted (eg. trust, association, company) TRUST Trustee selection methods (eg. appointed by, elected by) THE MANAGEMENT COMMITTEE SHALL INCLUDE, AS A MINIMUM, A CHAIRMAN, SECRETARY AND TREASURER. AT LEAST ONE MEMBER OF THE MANAGEMENT COMMITTEE SHALL BE AN ACTIVE MEDICAL MEMBER OF SERVICE. THE MANAGEMENT COMMITTEE MAY CO-OPT ADDITIONAL MEMBERS WHO MAY VOTE ON ALL MATTERS EXCEPT THOSE RESERVED BY THE NON-CO-OPTED MEMBERS FOR THEIR OWN DECISION, THE CHAIRMAN SHALL HAVE THE CASTING VOTE IN CASE VOTING SHALL BE EQUAL. AT ANY MEETING, ATTENDANCE OF MORE THAN HALF OF THE COMMITTEE SHALL CONSTITUTE A QUORUM, PROVIDED AT LEAST ONE IS A MEDICAL PRACTITIONER. |
|||
CONSTITUTION ADOPTED 07/06/1972 AS AMENDED BY RESOLUTION DATED 05/06/1974 AS ADMENDED ON 30/11/2004 AS AMENDED ON 23/11/2010 AS AMENDED ON 12/11/2012 AS AMENDED 7/11/2023 |
|||
TRUST |
|||
THE MANAGEMENT COMMITTEE SHALL INCLUDE, AS A MINIMUM, A CHAIRMAN, SECRETARY AND TREASURER. AT LEAST ONE MEMBER OF THE MANAGEMENT COMMITTEE SHALL BE AN ACTIVE MEDICAL MEMBER OF SERVICE. THE MANAGEMENT COMMITTEE MAY CO-OPT ADDITIONAL MEMBERS WHO MAY VOTE ON ALL MATTERS EXCEPT THOSE RESERVED BY THE NON-CO-OPTED MEMBERS FOR THEIR OWN DECISION, THE CHAIRMAN SHALL HAVE THE CASTING VOTE IN CASE VOTING SHALL BE EQUAL. AT ANY MEETING, ATTENDANCE OF MORE THAN HALF OF THE COMMITTEE SHALL CONSTITUTE A QUORUM, PROVIDED AT LEAST ONE IS A MEDICAL PRACTITIONER. |
Additional governance issues (Optional information)
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March 2012
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You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees;
-
the charity’s organisational structure and any wider network with which the charity works;
-
relationship with any related parties;
-
trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
THE RELIEF OF PERSONS SUFFERING SICKNESS OR INJURY IN THE AREA OF BENEFIT BY THE PROVISION OF IMMEDIATE MEDICAL TREATMENT TO ANY PERSON INJURED IN ANY SERIOUS ACCIDENT OR MEDICAL EMERGENCY WITHIN SOMERSET AND SURROUNDING COUNTIES
VOLUNTARY PROVISION OF IMMEDIATE PREHOSPITAL MEDICAL CARE WORKING IN SUPPORT OF SOUTH WEST AMBULANCE SERVICE NHS FOUNDATION TRUST
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
THE TRUSTEES HAVE HAD REGARD TO THE GUIDANCE ISSUED BY THE CHARITY COMMISSION ON PUBLIC BENEFIT. THE CHARITY ASSISTS THE COMMUNITY IN THE ADVANCEMENT OF HEALTH AND SAVING OF LIVES.
Additional details of objectives and activities (Optional information)
TAR
March 2012
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You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
SAVES RESPONDERS ARE VOLUNTEERS WHO GIVE THEIR TIME FREELY TO RESPOND IN SUPPORT OF SOUTH WESTERN AMBULANCE SERVICE NHS TRUST (SWASFT). FUNDING FROM THE SOMERSET CLINCIAL COMMISSIONING GROUP IS PREDOMINENTLY USED FOR THE REIMBURSEMENT OF EXPENSES FOR ACTIVE SAVES RESPONDERS FOLLOWING THE PRINCIPLE THAT, WHILST THEY GIVE THEIR TIME FREELY, THEY SHOULD NOT BE “OUT OF POCKET” AS A RESULT OF THEIR WORK. SOME FUNDING IS ALSO MADE AVAILABLE TO EMPLOYERS/PARTNERSHIPS OF SAVES RESPONDERS IN RECOGNITION OF CALL OUTS DURING WORKING HOURS TO SUPPORT AND ENCOURAGE THE RELEASE OF DOCTORS TO RESPOND TO SAVES CALLS.
Section D Achievements and performance
Summary of the main achievements of the charity during the year
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TAR
March 2012
4
Section D Achievements and erformance p
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TAR
March 2012
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Section E Financial review
UNRESTRICTED RESERVES ARE HELD IN THE CHARITY’S BANK Brief statement of the ACCOUNTS TO SUPPORT ITS ONGOING WORK IN THE charity’s policy on reserves COMMUNITY. THE CHARITY IS SATISFIED THAT IT HAS SUFFICIENT FUNDS TO CONTINUE TO SUPPORT RESPONDERS FOR THE FORSEEABLE FUTURE
Details of any funds materially in deficit
NONE
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
-
the charity’s principal sources of funds (including any fundraising);
-
how expenditure has supported the key objectives of the charity;
-
investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
DURING THE YEAR 3 TRUSTEES AND THEIR EMPLOYERS/PARTNERSHIPS WERE REIMBURSED OUT OF POCKET ACTIVE SAVE RESPONDER EXPENSES TOTALLING £2,258 IN ACCORDANCE WITH THE CHARITY’S POLICY (PREVIOUS PERIOD 3 TRUSTEES, EXPENSES £2,597).
Section G Declaration
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 (eg Secretary, Chair, etc) Date |
Richard Speke ~~Signed on 04 November 2025 @ 19:57~~ |
JamesHickman ~~Signed on 11 November 2025 @ 18:34~~ |
|---|---|---|
| DR RICHARD SPEKE |
DR JAMES HICKMAN |
|
TREASURER |
||
TAR
March 2012
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Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name SOMERSET ACCIDENT VOLUNTARY EMERGENCY SERVICE members of On accounts for the year 31 MARCH 2025 Charity no 264354 ended (if any) Set out on pages 9 to 10 (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the YEAR ended 31/03/2025.
- Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance with section 130 of the Act or
-
the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Signed: Robert Wegner Date: ~~Countersigned on 12 November 2025 @ 08:48~~ Name: MR ROBERT WEGNER FCCA Relevant professional ASSOCIATION OF CHARTERED CERTIFIED ACCOUNTANTS (ACCA) qualification(s) or body (if any): Address: 17-18 LEACH ROAD, CHARD BUSINESS PARK, CHARD, SOMERSET TA20 1FA
October 2018
IER
7
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of NONE any items that the examiner wishes to disclose .
October 2018
8
IER
Somerset Accident Voluntary Emergency Service
Receipts and payments accounts CC16a For the period 01/04/2024 31/03/2025 To from
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 1,622 16,250 256 - - - - - 18,128 - - - 18,128 2,236 4,534 1,020 2,894 180 60 1,200 12,124 - - - 12,124 6,004 - 108,717 |
Unrestricted funds to the nearest £ 1,622 16,250 256 - - - - - 18,128 - - - 18,128 2,236 4,534 1,020 2,894 180 60 1,200 12,124 - - - 12,124 6,004 - 108,717 |
Restricted funds to the nearest £ 21,446 - - - - - - - 21,446 - - - 21,446 - - 21,780 - - - - - - 21,780 - - - 21,780 - 334 - 4,375 |
Restricted funds to the nearest £ 21,446 - - - - - - - 21,446 - - - 21,446 - - 21,780 - - - - - - 21,780 - - - 21,780 - 334 - 4,375 |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 23,068 16,250 256 - - - - - 39,574 - - - |
Total funds to the nearest £ 23,068 16,250 256 - - - - - 39,574 - - - |
Year to 31 March 2024 to the nearest £ |
|---|---|---|---|---|---|---|---|---|---|
| Donations | 1,622 | 6,814 | |||||||
| NHS Contract - communityservices | 16,250 | 26,000 | |||||||
| Interest received | 256 | 193 | |||||||
| - | - | ||||||||
| - | - | ||||||||
| - | - | ||||||||
| - | - | ||||||||
| - | - | ||||||||
| Sub total(Gross income for AR) |
18,128 | 33,007 | |||||||
| A2 Asset and investment sales, (see table). |
|||||||||
| - | |||||||||
| - | - | ||||||||
| Sub total | - | - | |||||||
| Total receipts A3 Payments |
|||||||||
| 39,574 | 33,007 | ||||||||
| 2,236 4,534 22,800 2,894 180 60 - 1,200 - 33,904 - - - 33,904 5,670 |
|||||||||
| Insurance | 2,236 | 2,040 | |||||||
| Response vehicle expenses | 4,534 | - | |||||||
| Medical & other eqiupment expenses | 1,020 | 1,335 | |||||||
| Responder reimbursed expenses | 2,894 | 3,055 | |||||||
| Subscriptions | 180 | 180 | |||||||
| Other adminstrative expenses | 60 | 240 | |||||||
| Honorarium | 800 | ||||||||
| Accountancy | 1,200 | 420 | |||||||
| Trainingexpenses | 1,037 | ||||||||
| **Sub total ** | 12,124 | 9,107 | |||||||
| A4 Asset and investment purchases, (see table) |
|||||||||
| - | |||||||||
| - | |||||||||
| **Sub total ** | - | - | |||||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
|||||||||
| 9,107 | |||||||||
| 6,004 | - 334 | - | 5,670 | 23,900 | |||||
| - | - | - | - | - | |||||
| 108,717 | 4,375 | - | 113,092 | 89,193 | |||||
| 114,721 | 4,041 | - | 118,762 | 113,092 |
9
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | 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 B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Lloyds fixed term deposit account 1 Accountancy Reimbursed responders expenses Details Details Personal Protective Equipment Electrical equipment & monitoring Kit bags Blue-light and audible equipment Lloyds Treasurer's account Lloyds Savings account Lloyds fixed term deposit account 2 Details Details Total cash funds (agree balances with receipts and payments account(s)) NHS contract (Jan 25 to Mar 25) Details RichardSpeke ~~Signed on 04 November 2025 @ 19:5~~7 James Hickman Signed on 11 November 2025 @ 18:34 |
Unrestricted funds Restricted funds to nearest £ to nearest £ 16,082 4,041 639 - 50,000 48,000 - 114,721 4,041 OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ 3,250 - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) Unrestricted - Unrestricted - Unrestricted - Unrestricted - - - - - - Fund to which liability relates Amount due (optional) Unrestricted 1,260 Unrestricted 151 - - Print Name DR RICHARD SPEKE DRJAMESHICKMAN |
Endowment funds to nearest £ |
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
Signature Print Name Richard S eke ~~Signed on 04 November 2025 @ 19:5~~ p 7 DR RICHARD SPEKE DR JAMES HICKMAN James Hickman Signed on 11 November 2025 @ 18:34 10
CCXX R2 accounts (SS)