KILLIN & DISTRICT VOLUNTEER CAR SCHEME

Annual Report & Financial Statements

For the year ended

30 June 2020

ANNUAL REPORT & FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2020

CONTENTS

Trustees’ Annual Report ...... 3 - 7

Independent Examiner’s Report ...... 8

Statement of Receipts & Payments ...... 9

Statement of Balances ...... 10

Notes to the Financial Statements ...... 11 - 13

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TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDED 30 JUNE 2020

The trustees are pleased to present their report and financial statements together with the independent examiner’s report for the year ended 30 June 2020.

REFERENCE AND ADMINISTRATIVE DETAILS

Charity Name Killin & District Volunteer Car Scheme Charity Number SC048451

Principal Address Tarmachan Manse Road Killin Stirling FK21 8UY

Current Trustees Chair Treasurer Secretary

Bankers Bank of Scotland Port Street Stirling

Independent Examiner Charity Accountancy Scotland (CAS) Cameron House Forthside Way Stirling FK8 1QZ

STRUCTURE GOVERNANCE AND MANAGEMENT Governing Document The Charity is a Scottish Charitable Incorporated Organisation (SCIO). Killin & District Volunteer Car Scheme (KDVCS) became a SCIO (SC048451) on the 1st July 2018 and is governed by its constitution. Appointment of Trustees Elected Trustees must be members of the organisation. No employees of the organisation will be eligible to be a board member. Retiring trustees are eligible for re-election at the Charity’s AGM.

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TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDED 30 JUNE 2020

Organisational Structure The structure of the organisation consists of: The MEMBERS - who have the right to attend members' meetings (including any annual general meeting) and have important powers under the constitution; in particular, the members appoint people to serve on the board and take decisions on changes to the constitution itself; The BOARD - who hold regular meetings, and generally control the activities of the organisation; for example, the Trustees are responsible for monitoring and controlling the financial position of the organisation. Risk Assessment The Trustees regularly review the risks to which the Charity is exposed. They do not consider that there are any substantial risks beyond the liabilities disclosed in the financial statement. Killin & District Volunteer Car Scheme has no employees. It holds public liability insurance. OBJECTS & ACTIVITIES The organisation’s purposes are to provide relief to the inhabitants of Killin and the surrounding district, providing transport to people who are not able to access transport due to physical, neurological and/or psychological reasons, where there is a need to access services, which are essential and/or in the interest of their general wellbeing.

ACHIEVEMENTS & PERFORMANCE Up until the lockdown due to Covid-19, it had been a busy time for the Car Scheme. The number of passengers using the scheme has grown significantly as people have got to know us and the support we provide. Whether this is for their hospital and clinic appointments, or meeting their social needs that would not otherwise be available to them due to the lack of suitable transport in the area.

The scheme has had the bonus of linking people who are often lonely and isolated to local clubs and specific services supporting people who experience mental and emotional distress, dementia, and rehabilitation.

Our First AGM took place at the end of August 2019. It was pleasing to see so many people attend and to see how much support we have for the charity. Julian Blake of Helping Go, an organisation which supports volunteer car schemes to improve the use of digital technology, gave a presentation to support the development of our digital systems.

The work to improve our digital systems has since moved to Road XS which provide an excellent transport solution for ensuring journeys can be organised efficiently, resulting in easily accessible performance reports.

The Tombola stall to raise awareness of our scheme at the Killin Agricultural Show was a great success, even though our Gazebo could not stand up to the windy conditions on the day. We met many local people from our community, visitors, an SNP representative and councillors, where we promoted our services. We also attended several other local events to raise awareness of the charity and its services to local communities.

On a wider front, we engaged with several other local charities, providing transport for people in our communities to use those services. We have close ties with Strathcarron Hospice, promoting our local needs, which resulted in the hospice employing a local Development Worker to encourage community support who subsequently organised Killin Cares, a group of volunteers helping people out during the Covid-19 lockdown. We provide transport to the Strathcarron Day Centre (part of the Strathcarron services) for those needing to attend the unit in Denny, 46 miles away, the TownBreak early-onset Dementia Day Centre in Callander, a

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TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDED 30 JUNE 2020

young man with Asperger who attends an Art Day Service near Larbert, and to Action in Mind transporting people to our local medical centre for counselling with their rural support worker.

The charity was put forward for the Inspire Volunteer Awards 2019, which is run by Stirlingshire Voluntary Enterprise (SVE) and Stirling Council. We were runners up in the Volunteering for Community Impact section sponsored by The Thistle Centre Stirling. We have also involved KDVCS in lobbying alongside organisations like MACS (The Mobility and Access Committee for Scotland) and Disability Equality Scotland. We attended a meeting with them and the Scottish Ambulance Service to highlight the issues for people using the passenger ambulance service. There are issues around access to the service, and poor provision to very remote rural communities.

A big issue is getting people to engage with and use the information held by organisations like ALISS (A Local Information System for Scotland), Helping Go, Disability Equality Scotland and all the other digitally held resources that are available. I had an interesting discussion with , the Digital Health and Care User Researcher with ALISS, an organisation funded directly by the Scottish Government to support people and organisations to share information, services and activities that matter to them. Keeping them well and sharing services that support health and wellbeing.

Stirling Voluntary Enterprise invited the Chair and representatives of other local charities to attend training at the Leadership Factory, a business consultancy that provides customised leadership Meeting with Disability Awareness Scotland, MACS, and the programmes designed to develop and inspire leaders Scottish Ambulance Service to be the absolute best. A blended learning approach combines practical workshops and online learning with one-to-one coaching and stimulating group exercises, which they provide free as part of their giving back to the community.

In March this year, as part of the Social Enterprise Academy programme the Chair met with a group (Growing Enterprising Communities Programme) based at the Loch Lomond and Trossachs National Park to deliver a presentation about our services. This was followed by a workshop to discuss ways of development and working to underpin the otherwise poor support and lack of services to remote rural communities.

Training has been a priority as we develop the scheme, especially for volunteers. We have organised the Community Transport Association course, Passenger Assistance training (modified from the Community Transport Associations minibus PATS training) to meet the needs of our drivers who use their own vehicles to provide our service. A local Health and Safety trainer provided Basic First Aid, Fire Safety in Motor Vehicles and Driver Safety Awareness. Alzheimer Scotland Dementia gave us a session on dementia awareness, relevant to many of our passengers who need extra support. Stirling Voluntary Enterprise and the Scottish Council for Voluntary Organisations have provided Essential Trustee Training, Introduction to Successful Grant Funding and Volunteer Scotland Protecting Vulnerable Groups have assisted Trustees with the background of the PVG service and signatory training.

None of this would have been possible without the enthusiastic and dedicated team of volunteer drivers, escorts and coordinators that have made the Volunteer Car Scheme so successful. Sometimes drivers must go long distances or wait for passengers for long periods and do this with patience and understanding. Volunteers for the car scheme had a get together with most of the volunteers who were able to join us. This was a great opportunity to meet everyone together and a fantastic spread at Dall Lodge hosted by the owners Monica & Roman.

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TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDED 30 JUNE 2020

We were pleased to be recognised in the Hansard record of debates and speeches in Parliament by MP for Stirling.

“I also pay tribute to , who managed to change the route of the C12 bus so that people in rural Stirling had access to a proper bus service, and to who set up a transport scheme in Killin to ensure that people could access appointments at hospitals and other faraway medical facilities. Rural communities are often forgotten, but they should not be”.

In September 2019 we were finalists at the Stirling SVE Inspiring Volunteers Awards Voluntary Enterprise, Inspiring Volunteers Awards Ceremony, sadly not winners though.

We have employed an administrator for a few hours per month to improve our digital presence, install a passenger/driver platform, Road XS and help with our general paperwork. We are keen to engage with and use the information held by organisations like ALISS, Helping Go, Disability Equality Scotland and all the other digitally held resources that are available. We encourage links with other groups and recently attended the opening of Uppertay Better Transport for the Community. A case study was presented to the Growing Enterprising Communities group at Balloch about the way we have set up and provided transport around Killin.

We have a financial anomaly due to an unanticipated influx of funds from Stirling Council of £8k in September 2019. We had initially been awarded £15k on behalf of our local Patient Participation Group, based at our medical centre, to set up a car scheme. It was clear that this was more than our anticipated setup and running cost needs and we were quite pleased that the funding was held by Stirling Council governed by a Service Level Agreement. We were able to draw down funding as required and sought restricted grant funding for specific aspects of our work. However, with changes in the council’s personnel, when the SLA came to an end, the remaining balance was transferred to the car scheme.

We have received a further restricted funding specifically to cover the necessary PPE and purchase of screens to create a separation between the driver and passenger. Providing transport by the use of cars is a problem that has resulted in Taxi drivers being one of the highest professions to contract the Covid-19 virus. Many local authorities now allow for screens for licenced vehicles, and the Community Transport Association guidelines also recommend this action, although there has been confusion about what constitutes an appropriate screen. We have opted for approved poly-carbonate screens, per guidelines, that can be added temporarily to cover any vehicle insurance issues, however, these are quite expensive and the grant will go some way to meet costs. We are also considering the use of fogging machines to sanitise vehicles and the possibility of infrared non-touch thermometers to check passengers prior to their journeys.

With the national lockdown and the risk to vulnerable people, many of our volunteers, alongside our main day to day provision of activity of journeys to hospitals and clinics ended abruptly. Most of our volunteers are over 70 and many of those younger volunteers and their immediate families have underlying conditions or care for a family member that is shielding. Despite the relaxation of restrictions, little has changed for our volunteers, however, our advisory body (Community Transport Association) does not recommend our older volunteers taking up their previous duties and there is a general apprehension about a return to volunteering. We are trying hard to recruit people who are outside the vulnerable category, so far as the NHS have slowly come back online, allowing us to meet the needs of the community. There are no signs of the clubs and groups returning for now and we continue to encourage more volunteers to join us as the need arises.

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TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDED 30 JUNE 2020

FINANCIAL REVIEW Overview Total receipts for the period were £13,828 (2019: £12,791) and total payments for the year were £8,621 (2019: £5136. The Charity has a surplus of £5,207 (2019: £7,655). Reserves Policy Killin & District Volunteer Car Scheme has £12,028 in reserves. Presently Killin & District Volunteer Car Scheme does not have premises or overheads. The Trustees believe that three months running costs are a good level of reserves. Using the expenditure figures for the year ended 30th June 2020 this would equate to circa £5,000

FUTURE PLANS For the coming year it has been agreed that we provide an essential service, and can therefore, continue to provide those essential services/journeys to Hospitals and Clinics, with the result that we are purchasing the necessary PPE, including separation screens as drivers and their vehicles come online. We are encouraging younger people to volunteer and take over from our older volunteers. Recommendations from the Community Transport Association and the Government has resulted in all our volunteers over the age of 70, those with an underlying condition, or where there is underlying conditions within their immediate family not to continue volunteering as drivers for the time being. We have now moved from Helping Go, as they were not sufficiently adaptable. We now employ RoadXS to develop a scheme for KDVCS based on a proven site. This is a well-developed cloud-based system which has already begun to enable us to take bookings from passengers, link them to our drivers, cost journeys and for the future provide reports. We have started to work with Givey, an online fundraising platform which is free to use for charities, all donations come directly to us. We are developing a relationship with them and joining a number of their Zoom meetings to develop our skills in fundraising. Working with local Councillors and NHS Forth Valley we aim to assist people living in outlying villages to travel to the Killin Medical Practice for vaccinations. Those villagers would prefer to have the injections provided closer to their communities, however issues of proper storage preclude this option. NHS Forth Valley has provided us with a temporary contract to assist in this area.

APPROVAL This report was approved by the trustees on 4th December 2020 and signed on their behalf by:

Chair

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INDEPENDENT EXAMINERS REPORT FOR THE YEAR ENDED 30 JUNE 2020

Independent Examiner's Report to the Trustees of Killin & District Volunteer Car Scheme I report on the accounts of the charity for the year ended 30 June 2020, which are set out on pages 9 to 13.

Respective responsibilities of Trustees and Examiner The charity’s trustees are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) Act 2005 ("the 2005 Act") and the Charities Accounts (Scotland) Regulations 2006 (as amended) ("the 2006 Regulations"). The trustees consider that the audit requirement of Regulation (10)(1)(d) of the 2006 Regulations does not apply. It is my responsibility to examine the accounts under section (44)(1)(c) of the 2005 Act and to state whether particular matters have come to my attention.

Basis of Independent Examiner's Statement My examination is carried out in accordance with Regulation 11 of the 2006 Regulations. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeks explanations from the 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 accounts.

Independent Examiner's Statement In connection with my examination, no matter came to my attention:- 1. which gives me reasonable cause to believe that in any material respect, the requirements  to keep accounting records in accordance with section 44(1)(a) of the 2005 Act and Regulation 4 of the 2006 Regulations, and  to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 2006 Regulations have not been met, or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Charity Accountancy Scotland (CAS) Cameron House Forthside Way Stirling Date 4th December 2020

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STATEMENT OF RECEIPTS & PAYMENTS FOR THE YEAR ENDED 30 JUNE 2020

Unrestricted Restricted Total Total Note Funds Funds 2020 2019 Receipts £ £ £ £ Donations 12,351 - 12,351 604 Grants 5 - 1,477 1,477 12,187 12,351 1,477 13,828 12,791 Payments Cost of Charitable Activities 6 5,505 3,116 8,621 3,924 Cost of Equipment - - - 1,193 Governance Costs - - - 18 5,505 3,116 8,621 5,136

Net Movement in Funds 6,846 (1,639) 5,207 7,655 Transfer between funds 3 (3) - - Surplus/(Deficit) for year 6,849 (1,642) 5,207 7,655

The Notes on pages 11 to 13 form an integral part of these accounts.

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STATEMENT OF BALANCES AS AT 30 JUNE 2020

Unrestricted Restricted Total Total Note Funds Funds 2020 2019 Funds Reconciliation £ £ £ £ Balance as at 01 July 2019 5,179 2,476 7,655 - Surplus/(Deficit) for year 6,849 (1,642) 5,207 7,655 Balance as at 30 June 2020 12,028 834 12,862 7,655

Bank & Cash Balances Cash at Bank 12,862 7,655 Cash in Hand - - 12,862 7,655

Other Assets Furniture and Fittings - 309 Laptop - 409 Fire Ext/First Aid Kits/Boxes - 368 Display Board/Cashbox - 107

Liabilities Volunteer Examination Fee 100* 50

*IE fee for years ending June 2019 and June 2020

The Notes on pages 11 to 13 form an integral part of these accounts. These accounts were approved by the trustees on 4th December 2020 and signed on their behalf by:

Chair Treasurer

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NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2020

1. Basis of Preparation These accounts have been prepared on the receipts & payments basis in accordance with: (a) The Charities and Trustee Investment (Scotland) Act 2005 (b) The Charities Accounts (Scotland) Regulations 2006 (as amended) There have been no changes to the basis of preparation or to the previous year’s accounts. 2. Fund Accounting (a) Unrestricted funds are those that can be expended at the discretion of the trustees in the furtherance of the objects of the charity. (b) Restricted funds are those that may only be used for specific purposes. Restrictions arise when specified by the donor, or when funds are raised for specific purposes. (c) The purposes of the funds are shown in Note 8. 3. Taxation (a) The charity is not liable to income tax or capital gains tax on its charitable activities. (b) The charity is not registered for VAT, thus all costs are shown inclusive of VAT charged. 4. Transactions with trustees and related parties (a) No remuneration was paid to trustees or any persons connected with them during the year (2019: £nil) (b) No out of pocket expenses were reimbursed to trustees during the accounting year, (2019: £nil) (c) The charity's insurance policy includes trustee indemnity insurance cover for all of its trustees.

5. Grants Received

Unrestricted Restricted Total Total Funds Funds 2020 2019 £ £ £ £ 1,477 1,477 - Stirling Council Service Contract - - - 6,929 SVE Voluntary Grant - - - 1,100 SCA Pockets & Prospects - - - 1,658 SC Community Grant - - - 1,500 Groundworks - - - 1,000 - 1,477 1,477 12,187

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NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2020

6. Cost of Charitable Activities Unrestricted Restricted Total Total Funds Funds 2020 2019 £ £ £ £ Drivers Costs 2,997 933 3,930 1,379 Administration 131 219 350 580 Website 56 - 56 79 Insurance 133 464 597 464 Mobile Phone 220 - 220 189 Start Up Launch - - - 547 Leaflets 130 - 130 116 Conference Fee - - - 100 Training Course 200 730 930 400 Car Scheme Visit - - - 70 Salaries 1,638 1,638 - PPE - 770 770 - 5,505 3,116 8,621 3,924

7. Movements in Funds

As at As at 30/06/2019 Receipts Payments Transfer 30/06/2020 Unrestricted Funds £ £ £ £ General Fund 5,179 12,351 (5,505) 3 12,028

Restricted Funds SVE Voluntary Grant 3 - - (3) - SC Community Grant 496 - (496) - - SCA Pockets & Prospects 977 - (949) - 28 Groundworks 1,000 - (901) - 99 Loch Lomond & CSF - 1,477 (770) - 707 2,476 1,477 (3,116) (3) 834

Total Funds 7,655 13,828 (8,621) - 12,862

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NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2020

8. Purpose of Funds General Fund An unrestricted fund that can be expended at the discretion of the trustees in furtherance of the objects of the Charity.

Pockets & Prospects Grant funding from Scottish Community Alliance in contribution towards the cost of awareness training, stationery and the launch event.

SC Community Grant Grant funding from Stirling Council in contribution to the cost of insurance and driver’s travel costs.

Groundwork UK Grant funding in contribution towards driver’s costs for trips from Rural areas to NHS Services.

Loch Lomond & CSF Restricted funding to pay for PPE equipment for drivers.

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