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2025-03-31-accounts

FRIENDS of M.V. FREEDOM

Providing access to the sea for people living with disability Encourage - Enjoy - Empower

TRUSTEES CHARITY COMMISSION ANNUAL REPORT FOR THE PERIOD 1[st] APRIL 2024 TO 31[st] MARCH 2025

---------------------------------------------------------

Charity Name:- Friends of MV Freedom Charity Registration Number: 283955 Charity’s Principal Address: 8, Bedford Terrace, Long Bredy, Dorchester DT2 9HW

- Summary of the purpose of the charity as set out in the Governing Doc ument.

To assist in charitable works directed towards the relief of persons living with disability by the provision of a specially designed sea-going motor vessel that enables them to participate in sea going activities on the Dorset Coast

- Summary of the main activities in relation to those purposes for the pub lic good.

The object of the charity is to make it possible for people living with disability to have access to the sea by the provision and operation of a custom designed sea-going boat that can deliver not only enjoyable but also therapeutic trips along the Dorset Jurassic Coast.

- Statement confirming whether the trustees have had regard to the guid ance issued by the CC on public benefit.

The trustees remain mindful of the Charity Commissioner’s requirement to have regard to their guidance on public benefit.

The experience of having access to the sea can result in long lasting benefits. Our passengers not only experience the pleasure of being out at sea but often

Website www.mvfreedom.co.uk

Charity No: 283955

FRIENDS of M.V. FREEDOM

benefit from a range of differing outcomes from improved confidence, communication, friendship, relaxation and escape from isolation.

The feedback comments from passengers, their relatives and careers are a constant inspiration to the charity members.

- Summary of the main achievements of the charity, identifying the differ ’ ’ ence the charity s work has made to the circumstances of it s beneficiaries and to any benefits to the wider society as a whole.

The season 2024 - 2025 has seen bookings comparable with previous years. The charity continues to run boat trips, form the berth in Weymouth, twice a day Monday to Friday from the beginning of April to early October. The operation of the boat is governed by the MCA regulations with a maximum number of passengers limited to 12. The boat is designed to take a maximum of 6 wheelchairs and is always crewed by two fully trained crew members and a suitably qualified skipper.

In total, over 1800 passenger trips were made during the season although the number could have been higher without some cancellations due to poor weather.

Repeat bookings from care homes and day care organisations in the Weymouth, Portland and Dorchester areas continue to provide a significant number of our passengers. With information widely available on our website and on social media we continue to receive individual bookings, not only from local people but also, increasingly, from holiday makers visiting the area. Leaflets and brochures are widely available in local hotels and guest houses.

The enjoyment and benefits gained by our passengers is obvious in the post trip comments received not only verbally, by email or letter but also on Trip Adviser.

Financial Review.

Full details of the charity’s finances are detailed on form CC16A which has been audited and already submitted to the Charity Commission.

Type of governing document.

Constitution (adopted 2020 and CC informed)

Website www.mvfreedom.co.uk

Charity No: 283955

How is the charity constituted?

FRIENDS of M.V. FREEDOM

Association

Trustee selection methods

Trustees are appointed unless there are more applicants than vacancies in which case trustees will be elected by members at the Charity at a general meeting.

Names of Trustees who managed the Charity for the year under review.

Adrian Belcher MBE - Chair and Membership Sec.- Appointed 22/06/2023 Michael Garrett- Treasurer - Appointed 31/05/2022

Martyn Simmons- Bosun- Appointed 25/05/2023 Peter York - Appointed 25/05/2023

Adrian Crook - co-opted.

A Belcher, M Simmons and P York had held the role of co-opted trustee prior to appointment.

The Hon Secretary is Steve Evans

No trustee holds title to property belonging to the charity No funds are held as custodian trustees on behalf of others.

Declarations.

Website www.mvfreedom.co.uk

Charity No: 283955

FRIENDS of M.V. FREEDOM

The Trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature S.J Evans

Name Stephen J Evans

Hon. Secretary Position

Signature

Name

Position

Date 18?9/2025 Signed on behalf of and with the authority of the Board of Trustees

Website www.mvfreedom.co.uk

Charity No: 283955

Friends of MV Freedom 283955
Charity Name
Friends of MV Freedom 283955
Charity Name
Friends of MV Freedom 283955
Charity Name
283955 283955 CC16a
For the period
from
1st April 2024 To 31st March 2025
Period end date
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest
£
14,661
1,195
15,353
5,128
457
2,537
5,949
-
45,280
-
-
-
45,280
3,371
942
4,387
5,801
1,114
90
242
63
164
16,174
-
-
-
16,174
29,106
-
160,251
189,357
Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Endowment
funds
to the nearest £
Total funds
to the nearest £
14,661
1,195
15,353
5,128
457
2,537
5,949
-
45,280
-
-
-
45,280
3,371
942
4,387
5,801
1,114
90
242
63
164
16,174
-
-
-
16,174

29,106
Last year
to the nearest £
Tripdonations 14,661 -
-
-
-
-
-
-
-
-
14,661 10,029
Collectionpots 1,195 1,195 505
One off donations 15,353 15,353 12,846
Fund raisingevents 5,128 5,128 3,441
HMRC tax relief ongift aid and fuel 457 457 9,906
GoodHub/IMC/EasyFR/SumUp 2,537 2,537 2,472
Bank interest 5,949 5,949 4,142
PayPal - - 63
Grants & large donations 45,280 45,280 43,404
A2 Asset and investment sales,
(see table).
- -
-
-
-
- - -
Sub total - - -
Total receipts
A3 Payments
- 45,280 43,404
Insurance 3,371 -
-
-
-
-
-
-
-
-
-
3,371 3,306
Harbour fees 942 942 1,016
Boat fuel 4,387 4,387 4,469
Boat runningcosts 5,801 5,801 8,784
Administation costs 1,114 1,114 1,416
Fund raisingcosts 90 90 -
Crew clothing 242 242 104
Pettycash 63 63 18
Bookingtelephone 164 164 -
**Sub total ** 16,174 16,174 19,113
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
- 16,174 19,113
29,106 - -
29,106
24,291
- - -
-
- -
160,251 - 160,251 135,960
189,357 - - 189,357 160,251

CCXX R1 accounts (SS)

1

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
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds
Details
Details
MV Freedom boat
Details
Total cash funds
(agree balances with receipts and payments
account(s))
HMRC Gift Aid Tax relief
Details
Barclays community account
United Trust Bank charity bond
Redwood Bank
Pety cash
Barclays investment acount
Details
Skipton Building Society
Signature
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
13,558
-
45
103
37,581
85,000
-
53,071
-
189,358
-
Agreement Error
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
4,784
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
Mr A. Belcher
Mr M. J. Garrett
Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
260,000
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Mr A. Belcher 12th June 2025
Mr M. J. Garrett 12th June 2025

CCXX R2 accounts (SS)

2

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Friends of M.V Freedom members of On accounts for the year 31 March 2025 Charity no 283955 ended (if any) Set out on pages 1 and 2

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's trustees, you are responsible for the preparation of the basis of report 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 all 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 (other than that disclosed below *) which gives me cause to believe that in, any material respect:

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.

Signed: R Evans Date: 04/06/2025 Name: Rhys James Evans Relevant professional Association of Chartered Certified Accountants (ACCA) qualification(s) or body (if any): Address: 12 Castle Hill Road, Weymouth, Dorset, DT4 9NQ

Oct 2018

1

IER

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 .

Oct 2018

2

IER