TRUSTEES ANNUAL REPORT
YEAR ENDING 31 AUGUST 2024
CHARITY NAME: RHOOSE LIFEGUARDS
REGISTERED: CHARITY NUMBER: 1039093
NAME OF PRESIDENT AND VICE PRESIDENT:
President: Mrs Denise Cooper Vice President: Mr Lee Perry
NAMES OF THE CHARITY TRUSTEES WHO MANAGE THE CHARITY:
Trustee Name Date held (if not whole year) Chair Karen O’Donoghue Harris March 2024 Vice Chair Simon Mason March 2024 Club Captain Simon Perry Vice Captain Liz Wong
COMMITTEE MEMEBRS: Office (if any) Trustee Name Secretary Lucy Thomas Treasurer Catherine Evans Membership Secretary Tina Woods Seniors/Masters Coordinator Karen O’Donoghue Harris Junior Coordinator Liz Wong Nipper Coordinator Sarah Braddon IRB Captain Ron Braddon Press Officer Kiera Harris Safeguarding Officer Jamilla Abbo� Safeguarding Officer David Brewer Grants Ma� Lloyd March 2024
Date held (if not whole year)
NAME OF ADVISOR
Independent Examiner: Kelvin Grice
Bank: Lloyds Bank Online Treasurers Account
STRUCTURE, GOVERNANCE AND MANAGEMENT
Type of Governing Document: Cons�tu�on, amended November 2023
How the charity is cons�tuted: An unincorporated associa�on consis�ng of the execu�ve commi�ee and the members.
or reappointed annually at the AGM.
OBJECTIVES AND ACTIVITIES
Summary of the objects of the charity:
The object of the charity is to save life, whether by preven�on or by rescue from the beach in par�cular but not exclusively by:
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Promo�ng the water safety aspect of all beach ac�vity.
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Developing beach lifesaving methods in all their aspects.
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Taking all necessary steps to comply with the basic patrol requirements and regula�ons of the board of Surf Lifesaving Associa�on of Wales and Surf Lifesaving Associa�on of GB.
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Working in associa�on with bodies and organisa�ons whose aims are conducive to the object of the club.
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compe��ve opportuni�es and enabling them to par�cipate in lifesaving and affiliated sport.
programme of ac�vi�es and training in the sport and skills of swimming, surf rescue, first aid, lifesaving, beach and water safety and encourage a�ainment of NVBLQ Lifeguard qualifica�ons.
We encourage children from the age of 7, young people and adults, regardless of personal background, faith, gender or personal circumstances, to come together, join in, develop lifesaving skills and volunteer a li�le of their �me to help Rhoose Lifeguards deliver a sustainable supply of qualified lifeguards who patrol our beaches for the benefit and safety of all beach users.
We have also embarked on opening ac�vi�es to those children under 7. Called Sand hopper’s, we slowly introduce them to beach ac�vi�es and the sea (only runs in the Summer months), this will make them aware off the ac�vi�es the Nippers and Junior do because they all train on the same beach, and encourage them to go through the ranks.
Our volunteer coaches deliver a comprehensive programme of youth orientated events and ac�vi�es which benefits young people by developing their self-confidence and social skills alongside increasing their physical ac�vity, learning invaluable lifesaving skills and encouraging volunteering within the community.
ACHIEVEMENTS AND PERFORMANCE
The club have had some remarkable achievements over the last year showing Rhoose Lifeguards are a force to be reckoned with.
Nippers took 2[nd] , narrowly missing out on first place at the Welsh S�llwaters. They came 4[th] in the GB S�llwater Championships but were the highest placed Welsh club. A remarkable achievement.
Our Youth team placed 5[th] in the Welsh S�ll waters with our small team of Masters and Seniors placing 9[th] and 11[th] respec�vely.
The Juniors placed 4[th] overall at the Bri�sh S�ll Waters and were the highest placed Welsh team.
A�er the S�llwater Champs the next compe��on was the Rhoose Ski Race.
This was 42[nd] Annual Rhoose Ski Race and saw compe�tors from all over the UK coming to Rhoose to ba�le it out in the tricky condi�ons of the Bristol Channel . With over 40 plus compe�tors racing this has become a massive fundraiser for the club so a big thank you to all who provided support.
Moving to the beach, at the Welsh Championships the Nippers came 3[rd] , Juniors 2[nd] , Seniors 3[rd] and Masters 3[rd] , with Rhoose taking 2[nd] overall in the aggregate points scoring. Excellent results from all Rhoose teams.
Moving on to the Bri�sh Championships that were held in Dorset, the Nippers placed 7th, being the only Welsh club to make the top 10. Our small team of Juniors who travelled to the compe��on took 8[th] place and our Masters came 15[th] .
The Seniors came a fantas�c 5[th] place in the Bri�sh Open Championships that were held as Fistral Beach Newquay. This was the first �me in years that Rhoose had taken a proper team to compete at the Open champs. A small team of 9 coming 5[th] overall out of 25 clubs racing is an outstanding achievement.
We had 4 members selected for the Welsh Team and 1 member, Evie Wong, selected for the GB team to compete at the World Lifesaving Championships in Australia, where she placed 2[nd] in the World! An absolute fantas�c achievement! Two members were selected as Team GB reserves.
However, it’s not all about compe��ons, the lifesaving aspect plays a very important part of the clubs’ ac�vi�es, we had another busy year of members gaining their Lifesaving awards.
There were many lifesaving awards gained, from level 1s up to NVBLQs and the club managed to put out a voluntary patrol every weekend throughout the 6-week summer holidays.
Members of the club were involved in two major rescues.
One was where one of our Youth Members was out training himself when he no�ced someone in difficulty at sea. He brought the person to shore and assisted un�l members of the RNLI turned up and took over. This was a remarkable rescue by one of our 13-year-olds, pu�ng his lifesaving knowledge and skills into prac�ce that he had learnt from recently taking his level 1 award.
The other rescue saw some of our Master members save the life of a person who was a�emp�ng to take his own life and was in a pre�y bad way.
masters concerned managed to get the person to shore, where others assisted to restrain him, un�l emergency services arrived.
Lives literally saved thanks to Rhoose club members.
Annual Welsh Presenta�on Evening – an excellent achievement, showing how highly thought of our Nipper sec�on is as this was voted by other clubs so a testament to all the hard work our coaches had put in over the year.
FINANCIAL REVIEW
The Trustees remain commi�ed to keeping membership subscrip�ons as low as possible and good value. In response, with ac�vi�es being back to pre-pandemic level, and several costs having seen an increase, the decision was taken to increase membership fees for 2023 by £5. Taking a full member from £95 to £100, this was s�ll felt to be great value for money as this includes all training costs including swimming pool fees, use of club equipment and entries for all team events at compe��ons. The membership fees will again be reviewed before the next renewal period.
Total income was £39,943.00 including £7,574.61 from successful grant funding. Total expenditure was £42,603.90, which included grant spend for new surf-cra� of £12,317.05 – some of which was previous years overdue grant invoices coming through. £3,586.90 was a�ributed to swimming pool fees, including extra sessions for compe��on prac�ce at larger pools.
Membership income rose again to £17,070.75. Compe��ons fees income rose also £14,937.05 a reflec�on of the success at championships through the year. As a club we pay pairs and team events so not all costs are covered by the individual fees, this is something the club is happy to con�nue to cover from the membership fees.
The £2,212.84 fundraising was obtained from being able to run our annual Ski Race again, assis�ng the local Round Table Santa Sleigh at Christmas and several dona�ons. Gi� Aid from HMRC con�nues to be obtained from members in the club providing £2,324.19 this accoun�ng year.
Our 100 club fundraising con�nues with a high of 60 members – a Small Society Licence Lo�ery, run monthly and aims to be drawn at the first monthly Friday training session – 50% of the monthly lo�ery money is given as prizes with the remainder being reserved for contribu�ng to the purchase of club equipment for all to use. Funds raised for this period are £1,128.00 and a total of £2,179.00.
The club’s treasurer current account holds £18,113.57 in cash.
The club’s reserve account holds £13,395.85 cash at bank, of which £10,510.08 is now in a higher interest rate account. With a 32 day access period. The reserve account holds enough to cover fixed costs for one year should no income be available.
DECLARATION
The trustees declare that they have approved the Trustees’ Report above.
Signed on behalf of the charity’s trustees:
Signature: C Evans Full Name(s): Catherine Jane Evans Posi�on within the charity: Treasurer
Date: ..7[th] April 2025
Rhoose lifeguards
No (if any) 1039093 payments accounts ayments accounts yments accounts ments accounts 01/09/2023 31/08/2024 To
Receipts and payments accounts ayments accounts yments accounts ments accounts
For the period from
CC16a
Section A Receipts and payments
Unrestricted Restricted Endowment funds funds funds
Total funds Last year
to the nearest £
to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
| A1 Receiptsptsts | Unrestricted funds to the nearest £ |
to the nearest £ Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ |
Last year to the nearest £ |
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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Membership | 17,070.75 | - | 17,070.75 | 13,682.25 | |||||||||||
| ClothingHoodies / Merchandise | 856.00 | - | 856.00 | 698.76 | |||||||||||
| Fund Raising | 2,212.84 | - | 2,212.84 | 2,052.39 | |||||||||||
| Fund Raising- 100 club | 1,128.00 | 1,128.00 | 1,274.00 | ||||||||||||
| Award Book Payments | 90.00 | - | 90.00 | 300.00 | |||||||||||
| Equipment Refund | 0.98 | - | 0.98 | - | |||||||||||
| SLSA MembershipRefund | 45.00 | - | 45.00 | 309.00 | |||||||||||
| Interest | 23.70 | 169.98 | 193.68 | 74.30 | |||||||||||
| Competition Fees | 14,937.05 | 14,937.05 | 8,650.50 | ||||||||||||
| Grants | - | 7,574.61 | 7,574.61 | 9,072.00 | |||||||||||
| SwimmingPool Fees | 1,159.49 | 1,159.49 | 641.00 | ||||||||||||
| 100 clubprize moneytransfer from a/c | - | - | - | ||||||||||||
| 100 club transfer for equipment | - | ||||||||||||||
| Gift Aid | 2,324.19 | 2,324.19 | 43.05 | ||||||||||||
| - | - | - | - | - | |||||||||||
| - | - | - | - | - | |||||||||||
| Sub total(Gross income for AR) | 39,848.00 (Gross income for AR) |
7,744.59 | - | 47,592.59 | 36,797.25 | ||||||||||
| Equipment Sale 15.00 - 15.00 - Flipper Deposit 80.00 - - 80.00 10.00 Sub total 95.00 - - 95.00 10.00 Total receipts 39,943.00 7,744.59 - 47,687.59 36,807.25 A2 Asset and investment sales, (see table). ~~——=———~~ |
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| A3 Payments | |||||||||||||||
| BT Phone Bill | - | - | - | - | - | ||||||||||
| Club Craft insurance | - | - | - | - | - | ||||||||||
| Marine Property Insurance | 1,339.28 | - | - | 1,339.28 | 1,287.88 | ||||||||||
| Quad Bike Insurance | 266.69 | - | - | 266.69 | 308.44 | ||||||||||
| Mole Water Front Insurance | 552.00 | - | - | 552.00 | 528.00 | ||||||||||
| Membership Fee GB Affiliation | - | - | - | - | 181.35 | ||||||||||
| SLSA Wales Club Affiliation | 140.00 | - | - | 140.00 | 140.00 | ||||||||||
| Membership Awards Expenses | 597.00 | 597.00 | 771.50 | ||||||||||||
| Membership Book Expenses | 140.00 | 140.00 | 300.00 | ||||||||||||
| SLSA Membership | 2,938.00 | 2,938.00 | 2,088.75 | ||||||||||||
| Club House Maintenance | 89.00 | 89.00 | 8.50 | ||||||||||||
| Swimming Pool Hire Fees | 3,586.90 | 3,586.90 | 2,071.50 | ||||||||||||
| Health & Safety | - | - | 356.02 | ||||||||||||
| Clothing Embroidery | - | - | - | ||||||||||||
| Misc Maintenance | 527.03 | 527.03 | 396.63 | ||||||||||||
| Misc | 1,788.76 | 1,788.76 | 1,981.77 | ||||||||||||
| Bank Charges for Equipment | - | - | - | ||||||||||||
| Clothing Hoodies / merchandise | 1,321.76 | 1,321.76 | 212.81 | ||||||||||||
| Membership Refund | 467.00 | 467.00 | 117.00 | ||||||||||||
| Competition fees | 14,730.50 | 14,730.50 | 9,256.50 | ||||||||||||
| RLSS Membership | 77.00 | 77.00 | 73.00 | ||||||||||||
| Small Society Lottery Licence | 20.00 | - | - | 20.00 | 20.00 | ||||||||||
| Transfer into 100 club account | - | ||||||||||||||
| 100 Club prize Money transfer from | 614.00 | 614.00 | 646.00 |
| - | - | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| - | - | - | - | - | |||||||||||||
| **Sub total ** | 29,194.92 | - | - | 29,194.92 | 20,745.65 | ||||||||||||
| A4 Asset and investment | |||||||||||||||||
| purchases, (see table) | |||||||||||||||||
| Equipment - Surf / Pool | 402.76 | - | - | 402.76 | 489.00 | ||||||||||||
| Equipment - IRB | 689.17 | 689.17 | 26.13 | ||||||||||||||
| Grant Spend | - | 12,317.05 | - | 12,317.05 | 4,696.01 | ||||||||||||
| **Sub total ** | 1,091.93 | 12,317.05 | - | 13,408.98 | 5,211.14 | ||||||||||||
| **Total payments ** | 30,286.85 | 12,317.05 | - | 42,603.90 | 25,956.79 | ||||||||||||
| **Net of receipts/(payments) ** | 9,656.15 | - 4,572.46 | - | 5,083.69 | 10,850.46 | ||||||||||||
| A5 Transfers between funds | - 4,742.44 | 4742.44 | - | - | - | ||||||||||||
| A6 Cash funds last year end **Cash funds this year end ** |
15,378.86 20,292.57 |
13,225.84 13,395.82 |
- - |
28,604.70 33,688.39 |
17,754.25 28,604.71 |
| 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 B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Lloyds Current Lloyds Saver Reserve 100 Club Details Details Details Ski Equipment Training Equipment Gym Equipment IRB Quad Trailer Clubhouse Fixtures and Fittings Details Signature Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 18,113.57 13,395.82 2,179.00 20,292.57 13,395.82 OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Cath Evans Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
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| to nearest £ Endowment funds |
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| Current value (optional) |
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| Date of approval |
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| Cath Evans | 16 Jan 2024 | ||
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the tntsteesl members of Rhoose uards On accounts for the year ended August 2024 Charity no (rfany) 1039093 Set out on pages Respective responsibililiesThe chaiiVs truStS are reSnsle for the preparatK)n of the accounts in of trustees and exaMinerdccordan wilh the Charities Act 2011 (1he Act.). The tharitys trnstees consider that an audit is not required for this year under section 144 of the Act and that an independent examination is needed. It is my SF)nSibIIrtY to: examine the accounts under section 145 of the Charities Act, to folk)w the applicable Directions given by the Chanty ComMiss)n (under section 145(5)(b) of the Act. and to state whether particular matters have (x)me to my attention. Basis of independentsAy examination was carried out in accordan with general Directions given examiner's statementby the Charity Commission. An examination includes a review of the accounting reCoS kept by the chaTty and a comparison of the accounts presented with those records. It also includes consideratDn of any unusual items or disclosures in the ac(x)unts, and seeking explanations from the trUStS conmIng any suth matters. The proCedUS undertaken do not provide all the eviden that would be uld in an audit, and consequentty no opinion is given as to whether the accounts present a Irue and faif view and the report is limited to those matters set out in the statement below. Independent examinevsln connedion with my examination. no materBI matters have come to my statementattention (other than that disclosed below ") which gives me cause to believe that in. any matertal respect.: the accounting records were not kept in accordan wilh section 130 of the Ac( or the accounts did rA)t accord with the accounting records: or the accounts did rK>t comply with the applicable requirements c(mMing the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the acLx>unts give a true and fairf VFew which is not a matter consider8J as part of an independent examination. I have no canmS and have c(xne across no other matters in conrEction with the examination to which attention should drawn in this rert in order to enabEe a proper understanding of the accounts to be reach1. . Please delete the WolS in the bTrckets rfthey do not apply. 10° May 2025 Signed: Date: Name: Kelvin Grice IER May 2018
Relevant professional qualification{s) or body (if any): Address: 42 Porthkerry Road RHOOSE CF62 3HD Section B Disclosure Onty complete ifthe examiner needs to highlight matters of concem (see CC32. Independent examination of charty accounts: directions and guNJance for examiners). IER May 2018
Give here details of any items that the examiner wishes to disclose. IER May 2018