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2025-08-31-accounts

TRUSTEES ANNUAL REPORT

YEAR ENDING 31 AUGUST 2025

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:

Office (if any) Trustee Name Date held (if not whole year) Chair Karen O’Donoghue Harris Vice Chair Simon Mason Club Captain Simon Perry Vice Captain Liz Wong Office (if any) COMMITTEE MEMBERS: Date held (if not whole year) 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 Abbott Safeguarding Officer David Brewer Grants Matt Lloyd

NAME OF ADVISOR

Independent Examiner: Kelvin Grice

Bank: Lloyds Bank Online Treasurers Account

STRUCTURE, GOVERNANCE AND MANAGEMENT

Type of Governing Document: Constitution, amended November 2023

How the charity is constituted: An unincorporated association consisting of the executive committee and the members.

Trustee selection method: The trustees are the serving officers and committee members appointed 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 prevention or by rescue from the beach in particular but not exclusively by:

Summary of the main activities undertaken for the public benefit in relation to these objects:

The focus of our activities is training and developing lifeguards for the public benefit. We provide a programme of activities and training in the sport and skills of swimming, surf rescue, first aid, lifesaving, beach and water safety and encourage attainment of NVBLQ Lifeguard qualifications.

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 little of their time 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 activities to those children under 7 when support allows, called Sand hopper’s. We slowly introduce them to beach activities and the sea (only runs in the Summer months), this will make them aware off the activities 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 activities which benefits young people by developing their self-confidence and social skills alongside increasing their physical activity, learning invaluable lifesaving skills and encouraging volunteering within the community.

ACHIEVEMENTS AND PERFORMANCE

It has been another fantastic and progressive year for Rhoose Lifeguards, with strong performances across all sections and continued growth in both participation and team spirit.

While overall membership numbers have seen a slight decrease, weekly attendance and engagement have increased, reflecting a highly active and committed club. To support this, the club has successfully expanded its coaching capacity within the Nipper section, creating a safe, structured, and thriving environment for younger members. Continued growth across other sections highlights the need for additional volunteers, and the club remains keen to welcome new support.

Sport and Competition Success

The club delivered an impressive all-round performance across both Stillwater and Ocean disciplines, with excellent results at Welsh and GB level.

Stillwater Competitions

The season began with the mini leagues, which saw strong participation across the club, particularly within the Nipper teams—demonstrating excellent teamwork and club-wide effort.

At the Welsh Stillwater Championships , results were highly encouraging:

At the GB Stillwater Championships , the club continued to perform strongly:

Youth: 4th

Seniors & Open: 9th

These results highlight the depth of talent across all age groups and the continued development of our competitive squads.

Ocean Competitions and Events

The club successfully hosted the 44th Annual Rhoose Ski Race, with a strong turnout and excellent support from the wider ocean paddling community. The event continues to be a major fundraising success and showcased the club’s organisational strength, with fantastic contributions from volunteers.

At the Welsh Ocean Championships in Aberavon , the club demonstrated outstanding team spirit and determination:

Overall, this was a superb collective performance, with every section contributing valuable points.

At the GB Ocean Championships in Weymouth , the club delivered further strong results:

The Senior team’s 4th-place finish is particularly noteworthy, reflecting a high level of competition and commitment.

National Representation and Elite Performance

This has been a standout year for national representation, with multiple athletes selected to represent both Wales and Great Britain:

An exceptional achievement came from the three GB representatives, who were all crowned European Champions, demonstrating the elite level of talent within the club. Their experience and success continue to inspire and strengthen coaching and performance across all sections.

Development and Club Growth

The Junior section has been particularly successful in recruiting new members, contributing to a positive and sustainable pathway through the club. Meanwhile, the Masters section continues to grow rapidly, combining strong performances in swimming and ski paddling with an active and inclusive social environment.

Lifesaving, Patrols and Community Contribution

Lifesaving remains at the heart of the club’s activities. Over the summer season, members undertook a number of voluntary patrols, providing essential safety cover and gaining valuable real-world experience. These patrols also play a vital role in supporting funding opportunities and demonstrating the club’s commitment to community safety.

The club continues to maintain a strong relationship with the RNLI, with members actively supporting lifeguard services and contributing to beach safety in the local area.

Awards and Qualifications

A huge amount of work has been undertaken to ensure members remain qualified and competitionready, led by the awards team. The club now has:

Maintaining these standards is essential for the safe delivery of all training sessions, ensuring appropriate qualified supervision across Nipper and Junior activities.

Teamwork and Club Spirit

Beyond the results, one of the most significant achievements this year has been the continued strength of the club’s team spirit, camaraderie, and volunteer support network. Across competitions and training, members consistently demonstrated commitment, support for one another, and pride in representing Rhoose.

Acknowledgements

These achievements would not be possible without the dedication of coaches, team managers, and volunteers. From coaching and safety cover to fundraising, event organisation, and day-to-day support, the collective effort across the club has been outstanding.

A sincere thank you goes to everyone involved—coaches, parents, boat crews, and helpers—whose time and commitment continue to drive the success of Rhoose Lifeguards.

FINANCIAL REVIEW

The Trustees remain committed to keeping membership subscriptions as low as possible and good value. However, with several costs having seen an increase, unfortunately the membership fees for 2024 was again increased. Taking a full member from £100 to £145, whilst a significant increase, this was still 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 competitions. The membership fees will continue to be reviewed and fundraising key to alleviate the need for any further unnecessary increases.

Total income was £64,618.64 including £19.323.00 from successful grant funding. Total expenditure was £63,429.36, which included grant spend for new surf-craft of £24,083.10 – some of which was previous years overdue grant invoices coming through. £8,972.00 was attributed to increased swimming pool fees due to our normal pool being closed for maintenance throughout the majority of the season.

Membership income £17,972.04 was consistent with last year, however we had an increase in membership fee. Competitions fees rose slightly £15,643.25 a continual reflection 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 continue to cover from the membership fees to encourage the team sports.

The £6,533.43 fundraising was obtained from our successful annual Ski Race again, assisting the local Round Table Santa Sleigh at Christmas, Barry Masons and three very generous club member company donations.

Our Lottery 100 club fundraising continues – a Small Society Licence Lottery, run monthly and aims to be drawn at the first monthly Friday training session – 50% of the monthly lottery money is given as prizes with the remainder being reserved for contributing to the purchase of club equipment for all to use. Funds raised for this period were £1,108.00 with this year seeing a purchase of an event gazebo / shelter for our summer beach competitions, providing shelter and a safe space for club members.

The club’s treasurer current account holds £20,244.93 in cash.

The club’s reserve account holds £2,939.58 cash at bank, plus £10,772.61 in the 32 day access higher interest rate account. The reserve account holds a minimum 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 Position within the charity: Treasurer Date: ..20[th] May 2026

Rhoose lifeguards

CC16a

No (if any) 1039093 payments accounts ayments accounts yments accounts ments accounts 01/09/2024 31/08/2025 To

Receipts and payments accounts ayments accounts yments accounts ments accounts

For the period from

Section A Receipts and payments

Unrestricted Restricted Endowment funds funds funds

Total funds Last year

Section A Receipts and payments
Unrestricted
funds		 Section A Receipts and payments
Unrestricted
funds		 Section A Receipts and payments
Unrestricted
funds		 Restricted
funds		 Endowment
funds		 Total funds Last year
A1 Receipts
Membership
17,972.04
ClothingHoodies / Merchandise
409.59
Fund Raising
6,533.43
Fund Raising- 100 club
1,108.00
Award Book Payments
-
Equipment Refund
-
SLSA MembershipRefund
-
Interest
281.28
Competition Fees
15,643.25
Grants
-
SwimmingPool Fees
2,935.21
100 clubprize moneytransfer from a/c
-
100 club transfer for equipment
Gift Aid
-
-
-
44,882.80
to the nearest
£
Sub total(Gross income for AR)
A2 Asset and investment sales,
(see table).		 to the nearest £
53.84
19,323.00
-
-
19,376.84
-
-
19,376.84
-
-
-
-
-
-
-
-		 to the nearest £ to the nearest £
17,972.04
409.59
6,533.43
1,108.00
-
-
-
335.12
15,643.25
19,323.00
2,935.21
-
-
-
-
-
64,259.64
329.00
30.00
359.00
64,618.64
-
1,263.28
-
189.20
576.00
-
140.00
933.50
-
2,760.00
-
8,972.00
-
-
609.64
2,807.09
-
292.80
50.00
20,087.75
77.00
20.00
-
568.00		 to the nearest £
- 17,972.04 17,070.75
- 409.59 856.00
- 6,533.43 2,212.84
1,108.00 1,128.00
- - 90.00
- - 0.98
- - 45.00
335.12 193.68
15,643.25 14,937.05
19,323.00 7,574.61
2,935.21 1,159.49
- -
-
- 2,324.19
- - -
- - -
- 64,259.64 47,592.59
A2 Asset and investment sales,
(see table).
Equipment Sale 329.00 - 329.00 15.00
Flipper Deposit 30.00 - - 30.00 80.00
Sub total 359.00 - - 359.00 95.00
- 64,618.64 47,687.59
- - - -
- - 1,263.28 -
- - - 1,339.28
- - 189.20 266.69
- - 576.00 552.00
- - - -
- - 140.00 140.00
933.50 597.00
- 140.00
2,760.00 2,938.00
- 89.00
8,972.00 3,586.90
- -
- -
609.64 527.03
2,807.09 1,788.76
- -
292.80 1,321.76
50.00 467.00
20,087.75 14,730.50
77.00 77.00
- - 20.00 20.00
-
568.00 614.00
- -
- - - - -
**Sub total ** 39,346.26 - - 39,346.26 29,194.92
A4 Asset and investment
purchases, (see table)
Equipment - Surf / Pool 4,604.42 - - 4,604.42 402.76
Equipment - IRB 155.68 155.68 689.17
Grant Spend - 19,323.00 - 19,323.00 12,317.05
**Sub total ** 4,760.10 19,323.00 - 24,083.10 13,408.98
**Total payments ** 44,106.36 19,323.00 - 63,429.36 42,603.90
**Net of receipts/(payments) ** 1,135.44 53.84 - 1,189.28 5,083.69
A5 Transfers between funds - - - - -
A6 Cash funds last year end
**Cash funds this year end **		 30,802.65
31,938.09		 2,885.74
2,939.58		 -
-		 33,688.39
34,877.67		 28,604.70
33,688.39
Section B Statement of assets and liabilities at Section B Statement of assets and liabilities at the end of the period 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 £
Unrestricted
funds		 to nearest £
Endowment
funds
20,244.93 -
10,772.61 2,939.58 -
920.55 -
31,938.09 2,939.58 -
OK
to nearest £
Unrestricted
funds		 OK
to nearest £
Endowment
funds
- - -
- - -
- - -
- - -
- - -
- - -
Fund to which
**asset belongs **		 Current value
(optional)
- -
- -
- -
- -
- -
Fund to which
**asset belongs **		 Current value
(optional)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Fund to which
liability relates		 When due
(optional)
-
-
-
-
-
Date of
approval
Cath Evans 25 Mar 2026

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl meM￿rn of Rhoose L" uards On xcounts for the year ended August 2025 Charity no lrfany) 1039093 Set out on pages Respective re$ponsibilitiesThe tharitys trustees are res￿nS￿￿ for the preparation of the accounts in of trusteeg and oxaminera(wdarte with the Charitie5 Ad 2011 (Ihe Acr). The thanty's trustees c(￿S￿r that an audit is not reqUI￿d for thts y83r under SeCtK￿ 144 of the Act and that an njependent exam#iatv)n is needed. It is my resp)nsibilty to.. examine the aC￿Unts uThler seCt￿n 145 of the Charrties Act, to blk)w the applrable DIrect￿n$ given by the Chanty Commission {under sedK)n 145{5){b) of the Act, and to state wh6ther part￿lar rnatte￿ have o)me to my attentron. Basis of independèntmy exaninatDn ¥ras carr￿d out ￿ accordan￿ with general Directions given examinerfs ststementby the Chanty CommissKn. An examination includes a review of the acccwnling records kepl by the chartty aThJ a comparison of the accounts piesented with those records. It also includes conShjerat￿n of any unusual items or disck)￿reS in the accounts. and seeking explanats.ons from the trustees IXIn￿M￿g any such rnatters. The proodures undertaken do Th)t provije all the evidence thal would be requ￿ed in an audit. aTrJ consequently no Opini￿ is giNen as lo whether the accounts present a Irue and fail v￿W the rekKJrt is lniteA trj Ih08e matters set out in the ststement bebw. Independant examlnerfsln conne(*on wrth my exarninat￿n. no materpl matters have wme to my statementattenlK)n (other th￿ that discbsed below ') whth gives me cause to believe that in. any material le$￿t.: the ￿)Unting r￿OrdS were not kept in accordan￿ with sec11c￿ 130 of the Act.. or the xcounts did accord with the the Wiunts did not ¢))mply wrth the applicable requirements crA￿ming the form a￿$ o)ntent ofaccounts set out in the Charities {A£ccMJnts and Reports) Regulalions 2008 other than any requirement that the accounts give a Inje and fairf view which is not a rnatter ainSi￿re￿j as part of an ￿deFendent exaM￿ation. I have no COn￿m$ he￿ come &ross no other matters in ccmnection wrth the exam￿atIOn to whith attentK)n should drawn in this rep)rt in order to enable a proper U￿￿e[sIandIffj of the a(xxJunts to be feath￿. ' F¥e8￿ Ilglete Ihe woth in the brackets rfthey do rK)t apply. 10" Jurn 2026 Slgned: Name: Kolvin Grico IER May 2018

Relevant professional qualification(s) or boty (if any): Address." 42 Porthkerry Road RHOOSE CF62 3HD Section B Disclosure Only complete ifthe examiner needs to highlight matters ol concem (S￿ CC32, IndeFendenl eXaMinat￿n of dpnty &rounts.' directK>nS and gUilan￿ for exaniws). May2018

Give here detalls of any items that the examiner wishes to disclose. IER May 2018