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2022-12-31-accounts

Trustees' Annual Report for the period

Period start date Period end date 01 January 2022 31 December 2022

From To

Section A Reference and administration details

Charity name Exeter Disability Transport Service Other names charity is known by Freedomwheels Registered charity number (if any) 283740 Charity's principal address The Arlington Centre Hospital Lane Exeter, Devon Postcode EX1 3RB

Names of the charity trustees who manage the charity

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10		 Trustee name Office (if any) Dates acted if not for whole
**year **		 Name of person (or body) entitled
to appoint trustee (ifany)
J. A. Austin Chairman The Trustees
T.D. Egerton-Jones Treasurer The Trustees
P. Reynolds Vice Chairman The Trustees
LesleyTricker The Trustees
G King The Trustees
C. R. Horrell The Trustees

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)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

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Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Written Constitution

How the charity is constituted

Unincorporated Association

Trustee selection methods

Elected Trustees

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

Where possible, we recruit trustees from our group of volunteers, since they already have a working knowledge as to how we operate.

We do welcome volunteers with no previous experience of community transport in order, to attract different skills, particularly as Trustees.

We also register our details with Exeter Community Volunteer Bureau as a potential source of volunteers.

Section C Objectives and activities

To provide a transport service for the elderly and disabled in our community.

Summary of the objects of the charity set out in its governing document

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In accordance with our constitution.

This charity received charitable status in December 1981. In January 1982 started providing a transport service for the elderly and disabled, principally within Exeter and district.

We have achieved this ever since and are highly regarded within the local community for the quality of service we provide to our clients. Ensuring safe, accessible and affordable specialised vehicles, transportation according to their needs as and when required.

Summary of the main activities undertaken for the We operate with strict regard to the safety and well-being of all those who public benefit in relation to travel with us. In accordance with the guidance and advice as given by these objects (include within the Charity Commission, also the law in general. this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

This Charity does not make grants to any other organisations.

Without our volunteers, this charity could not operate. In the forty-one years of operation, due to the regard with which we are held in the community, we have been able to attract and retain a dedicated group of volunteers in the various roles of drivers, administration, office staff and trustees.

You may choose to include further statements, where relevant, about:

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Section D Achievements and performance

Summary of the main achievements of the charity during the year

The Exeter Disability Transport Service has been established now for forty-one years during which time it has become an essential service for many disabled and / or elderly people in the local community providing specialised, individual or groups, transport without which many would remain housebound, or at the very least experiencing extreme difficulty in accessing hospital appointments, shopping trips or social events.

A simple phone call is all it takes. We have been able to respond to 99% of all requests for transport.

This, much, valued relationship between our volunteers and our clients is one of the things which makes us determined to keep this service going.

Due to the reduced Hospital Transport Service in our area we are increasingly being requested to provide transport for clients with special needs to attend hospital appointments, often requiring very early and/or late journeys but our volunteer drivers will always accommodate these requests.

We are still able to maintain a 365 day’s service. Years 2020 and 2021 were very difficult for Freedom Wheels trying to maintain this service. This year has seen an increase in demand for our service confirming that we are still very much required in our local community. This year we Transported approximately 6500 passengers safely and efficiently.

We finished the year with a surplus.

We still appreciate the dedication and hard work of our volunteers. We receive no grant – aid from any public or statutory body. We do, however, make appeals to other grant-giving trusts etc.

These, together, with a few bequests and gifts from grateful users and relatives of our clients make up the bulk of our income.

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Section E Financial review Any surplus achieved by E D T S is held in our CAFCASH gold account and is reserved for the running of our setvice and the maintenance I replacement of our fleet. Brlef statement of the charity's policy on reserves Detalls of any funds materlally In deficit None Further flnanclal revlew detslls (Optlonal Information) You may choose to indude additional infomiation, where relevant about: the charity's principal sour￿5 of funds (including any fundraising)- how expenditure has supported the key objectives of the charty", investment policy and objectives induding any ethical investment policy adopted. See section 'D° page four. Section F Other optional information Section G Declaration Thè tru8te08 declare that they have approved the trusteos. report above. Slgned on behalf of the charlty's trustsos Slgnature(s) Full name(s) Posltlon (eg Secretaryi Chalr, otc) Tere Denis Egerton-Jories Treasurer Date June 2023 TAR March 2012

Exeter Disability Transport Service Income and expenditure account For the period 15l January to 31sI December 2022 2022 2021 Incorne from Vehicles Donations Legacies Sale of Vehicle Grants Re￿iVed Covid19 JRS Grant Interest Received Vehicle Insurance Refund 48238.50 2682.33 834.00 1250.00 20909.00 1415.88 1500.00 4853.32 2.13 132.91 255.61 53393.35 28680.33 Less Expenditure: Vehicle Expenses Administration Costs 19128.60 14862.67 17084.79 13094.23 33991.27 30179.02 Exc9￿ of Expendtture over Incom• (1498.69) Excass of Income over Expondlluro 19402.08 Add.. Bank Balances as at beginning of yèar Cafcash Caf¢ash Current Gold Account 67.81 19324.91 46.83 20844.58 19392.72 20891.41 TOTAL ASSETS 38794.80 19392.72 Represented By.. Bank Balances as at year end Cafcash Cafcash Current Gold Account 376.80 38418.00 67.81 19324.91 38794.80 19392.72 Chairma Treasurer June 2023

Exeter Disability Transport Service Income and expenditure account For the period 1st January to 31$t December 2022 2022 2021 Income from Vehicles Donations Legacies Sale of Vehicle Grants Re￿iVed Covid19 JRS Grant Interest Received Vehicle Insurance Refund 48238.50 2682.33 834.00 1250.00 20909.00 1415.88 1500.00 4853.32 2.13 132.91 255.61 53393.35 28680.33 Less Expenditure: Vehicle Expenses Administration Costs 19128.60 14862.67 17084.79 13094.23 33991.27 30179.02 Exce88 01 Expendlturo ovor In¢omo (1498.69) Exc088 of Incomo over Expondliure 19402.08 Add.. Bank Balances as at beginning of year Cafrash Cafcash Currenl Gold Account 67.81 19324.91 46.83 20844.58 19392.72 20891.41 TOTAL ASSETS 38794.80 19392.72 Represented By.. Bank Balances as at year end Caf¢a$h Caf¢ash Current Gold A￿OUnt 376.80 38418.00 67.81 19324.91 38794.80 19392.72 Chainna Treasurer June 2023

EXETER DISABILITY TRANSPORT SERVICE Operating as "Freedomwheels" INDEPENDENT EXAMINERS REPORTTO THE TRUSTEES OF EXETER DISABILITY TRANSPORT SERVICE I report on the financial ststements ofthe Charityfortheyear ended 31 December 2022 Respertive responsibilities of Trustees and Examiner As the Charity's Trustees, you are responsible for the preparation of the financial ststements.. you consider that the audit requirement of section 43121 of the Charities Act 1993 (the Act) does not apply. It is my responsibility to state. on the basis of procedures specified in the General Directions given by the Charity Commissioners under section 4317llbl of the Act whether particular matters have come to my attention. Basis of Independent Examiner's report My examination wa5 carried out in accordance with the General Direction5 given by the Charity Commissioners. An examination includes a review of the accounting records kept by the Charity and a comparison of the financial statements presented with those records. It a150 includes consideration of any unusual items or di5closure5 in the financial ststements, and seeking explanations from you as Trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the view given by the financial ststernents. Independent Examiner's Statement In connection with my examination, no matter has come to my attention: which gives me reèsonable cause to believe that in any material respect the requirements: lil to keep accounting records in accordance with section 41 of the Art: and lill to prepare financial ststernents which accord with the accounting records and to comply with the accounting requirements of the Act have not been met; or to which, in my opinion, attention should be drawn in order to enable a proper understanding of the financial statements to be reached. Mrs M. Tucker 22 Culm Lea Cullompton Devon EX15 INJ 11 May2023