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Trustee Report for A.G.M. 06-11-19

The Charity is run by Trustees who are all volunteers with assistance from other volunteers. The Trustees follow the guidance of the Charity Commission. Meetings are held on a regular basis.

The Charity provides low cost hire and maintenance of mobility scooters, wheelchairs and power chairs.

During this year we have worked with the Williams-Williams trust to buy new scooters for the person that meet their criteria.

We received £2000 from Tesco carrier bags and bought 2 new scooters.

On July 21st we held “Tea on the Lawn” which had been the idea of our then Secretary Karen Reddaway who sadly passed away on 21st July 2018.

I asked the other Trustees and committee members if I could continue with this function. I remembered some of the items that had spoken to me about and added them.

As this was a great success, we have decided to hold this function:

Every July on the nearest Sunday to the 21st.

I would like to thank everyone for their continued support and the donations we receive. This year we have had donations in cash for our staff Christmas meal. This is the first time and would like to thank those who have donated.

As with the new constitution the Trustees remain the same.

Chairman:                        Carolyn         

Secretary:                         Lorna             Treasurer:              Nicci

Workshop Manager:        Mike              Volunteer:               Pete

Report of the Trustees for the year ended 31 August 2019

The Trustees present their report and the financial statements for the year ended 31 August 2019. The Trustees who served during the year and up to the date of this report are set out on Page 1 (above).

Structure, governance and management

The activities of the Charity ate monitored by the Trustees who all act in a voluntary capacity. The Trustees follow the principles of governance and control advocated by the Charity Commission. Formal meetings and discussions are held on a regular basis.

Objectives and activities


North Dorset Disability Action Group was registered on 21 March 2012 for the relief of disabled persons living or residing in North Dorset primarily for the provision of electric mobility scooters and other mobility aids.


The incoming resources for the year amounted to £35,524 (2018 - £24,273) all of which will be used in providing mobility scooters and accessories for the disabled of North Dorset.


The Group seeks to raise funds to provide a permanent base from which scooters can be provided to disabled persons throughout North Dorset.


Income and donations have all been treated as Unrestricted Funds during the year and the Trustees may use these funds without limitations and may transfer money from the Restricted Funds or to Reserves as and when necessary. No Restricted Funds are held at the year end.

Reserves Policy

Funds are held to meet the projected costs of the Group for a period of six to nine months, together with the costs of winding up the Group. The actual amount of the provision is reviewed each Committee Meeting in light of existing circumstances. The degree of uncertainty over public funding, and a reduction in private funding available, reflecting the current economic situation, means the excess of funds over those required by the Policy will be allowed to carry forward and for the time being is not considered excessive.

Investment Policy

The Charity is not involved with investment activities. Reserve funding is volatile and are mot considered material for investment purposes.

Risk Review

The Trustees have conducted their own review of the major risks to which the Charity is exposed and systems have been established to mitigate these risks. These procedures are reviewed annually to ensure they still meet the needs of the Charity.