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2025-05-31-accounts

REGISTERED COMPANY NUMBER: 04759588 (England and Wales) REGISTERED CHARITY NUMBER: 1101567

REPORT OF THE TRUSTEES AND

UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MAY 2025

FOR

ULVERSTON INSHORE RESCUE

ULVERSTON INSHORE RESCUE

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MAY 2025

Page
Report of the Trustees 1 to 5
Independent Examiner's Report 6
Statement of Financial Activities 7
Balance Sheet 8 to 9
Notes to the Financial Statements 10 to 15

ULVERSTON INSHORE RESCUE (REGISTERED NUMBER: 04759588)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MAY 2025

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 May 2025. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and activities

The charity's object contained within the memorandum and articles of association is to foster the safety of and maintain an effective rescue service for the assistance of any human being, animal or boat of any nature in peril from the sea or otherwise primarily in the vicinity of the River Leven and estuary, the River Crake and estuary, Ulverston Channel, Coniston Water, Lake Windermere and adjacent areas in the County of Cumbria.

The charity is governed by its committee of trustees who are directors of the company and who appoint officers responsible for the management of the charitable activities.

The trustees confirm that they have complied with their duty under section 4 of the Charities Act 2006 to have due regard to the public benefit guidance published by the Charity Commission and consider that the pursuit of the association's aims through the activities described above is consistent therewith.

Origins and aim

Following the tragic death of Stewart and Adam Rushton by drowning on January 5th 2002, at a meeting of Ulverston Town Council on February 11th 2022 a call was made by Cllr J W Prosser to take whatever action was possible to prevent repetition of such a happening, including the creation of a local rescue facility. It was decided to call a meeting of all interested parties and this took place on March 7th 2022, chaired by the Mayor of Ulverston, Cllr Mrs M Hornby.

About 30 people were present including representatives of the Town Council, Parish Councils along the east side of Furness Peninsula, South Lakeland District Council, Cumbria County Council, Cumbria County Constabulary, H.M. Coastguard, The Environmental Agency, Morecambe Bay Fishermen's Association, Duddon Inshore Rescue, and Bay Search and Rescue.

The meeting decided to set up two groups, one to undertake a feasibility study for the establishment of a rescue facility and the other to deal with immediate practical issues such as warning signs, access ramps, navigational aids and dangerous structures in the sands.

In the event the two groups merged into one and held five meetings, chaired by Mr J W Prosser (and attended by Mrs J Jenkinson and Mr H S Lewis in their personal capacities only), the last one being held on October 9th 2022, at which stage so much progress had been made towards the formation of Ulverston Inshore Rescue it was felt that the combined group had completed its task and would not be required to meet again unless some unexpected problem arose.

Page 1

ULVERSTON INSHORE RESCUE (REGISTERED NUMBER: 04759588)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MAY 2025

OBJECTIVES AND ACTIVITIES

History

By October 9th 2002 a rescue team had been established and were meeting regularly, a step by step capability programme drawn up with the team's advice, the necessary accommodation for crew and equipment identified and a source of supply at reasonable cost found, negotiations started for a suitable site, arrangements discussed with H.M. Coastguard and a constitution for an association drawn up which would satisfy the Charity Commissioners when seeking Charity status. The declared object was:

"To foster the safety of and provide and maintain an effective rescue service for the assistance of any human being, animal or boat of any nature in peril from the sea in the area of the estuary of the River Leven / Ulverston Channel / South Channel in the County of Cumbria" which has been extended to "in peril from the sea or otherwise primarily in the vicinity of the River Leven and estuary, the River Crake and estuary, Ulverston Channel, Coniston Water, Lake Windermere and adjacent areas in the county of Cumbria."

The Constitution and Business Plan were adopted on October 31st 2002 at the first meeting of the Management Committee and the officers appointed - Chairman Mr J W Prosser, Secretary Mrs J Jenkinson, Treasurer Mr H S Lewis (all acting in personal capacities and not as councillors). The representatives of the rescue team were Mr B Chattaway (Station Officer) and Mrs S White. The representatives of the fund-raising team were Mr P Hornby and Mr T Irving. The ex-officio member was Cllr N Bishop-Rowe (deputy Mayor of Ulverston) and the remaining member was Mr N Parker (Chairman of Morecambe Bay and Fishermen's Assoc). Mr J W Prosser, Mr N Parker and Mr H S Lewis were deputed as a sub-committee to forward arrangements. Arranged in this way the only official representative of the Town Council was the deputy Mayor and although we have received much help from them we are not an organ of the Town Council.

At the second Management Meeting, on December 2nd 2002 it was agreed, that the association should become a Company Limited by Guarantee, which would mean that there was personal protection in the event of litigation. A site plan for an enclosure, containing a crewroom and three steel containers was agreed for negotiation with GlaxoSmithKline who were to provide a site near to Canal Foot.

Meetings took place with the landowner and the local Planning Officer in which the preferred arrangements were agreed. On March 4th 2003 full planning permission was granted. By the end of April GlaxoSmithKline, the landowner, had repaired the access ramp down to the beach and by the end of September 2003 the fenced enclosure, generously provided by the landowner including free electricity, water and connection to mains drainage, was completed. In the meantime the crewroom and two 20ft containers had been placed in position and put into use for training purposes, and by the end of the following month a 30ft container had been purchased and installed.

On May 9th 2003 the association was incorporated as a Company Limited by Guarantee (No.4759588), on January 16th 2004 we became a Registered Charity (No.1101567) and on July 20th 2004 we were granted permission to drop "Limited" from our title.

Meanwhile training of the rescue team continued to the required standards in all the necessary skills, such as First Aid Certificates, Radio Operator Certificates etc. Various training sessions on beach search and elementary boat handling took place with H.M. Coastguard. On Sunday February 11th 2004 we had a liaison visit from a rescue helicopter of "A" Flight, 202 Squadron, RAF Boulmer.

Equipment purchased for the crew included High Visibility Personnel Protective Equipment, lifebelts, high power torches for night operations, Quad Bikes and VHF Marine radios. Having received authorisation, all these sets were fitted with H.M. Coastguard dedicated Channel 0. Call-out pagers were obtained.

The Quad Bikes were equipped with road lighting gear and put into use for beach patrol and beach search purposes, fitted with containers for First Aid equipment etc.

In 2024 a declared facility agreement between HM Coast Guard and Ulverston Inshore Rescue was entered into approving that the facilities offered by Ulverston Inshore Rescue met the code of practice for rescue boats.

Page 2

ULVERSTON INSHORE RESCUE (REGISTERED NUMBER: 04759588)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MAY 2025

OBJECTIVES AND ACTIVITIES

The major equipment currently owned and operated comprises:

Portacabin office and crew room Containers used for storage, crew facilities and workshop Ford Ranger Hi-Lux Rescue Vehicle Humber Assault RIB "Lady Maria" Arancia boat Hovercraft Drone Trailers Two quad bikes Thermal cameras

The cost of all tangible assets in use was £259,800

GSK UK Operations are donating a piece of land adjacent to the operating base to be used as an enhanced facility which has been delayed due to the title being disputed. The dispute has been resolved and completion is anticipated in the near future.

ACHIEVEMENTS AND PERFORMANCE

Incidents

Incidents

During the year Ulverston Inshore Rescue were called out seven times including providing 1st aid and marshalling cover. Incidents included the following:-

26/09/2024

Major incident on Lake Windermere. Several children reported to be in water after their boat capsized. Ulverston Inshore Rescue asked to assist. One 16 year old found to be sitting on overturned boat. Casualty rescued by U I R and taken to shore waiting ambulance. Area searched by helicopter and all children accounted for. Great result and could have been so different.

28/12/2024

16.40 called out by H M coastguard Holyhead to search for a missing vessel in Walney Channel. The "Lady Maria" was deployed. The vessel was located and towed safely back.

02/01/2025

Reports of a distressed swan on Ulverston canal caught in fishing wire. U I R deployed the water sled to rescue the swan.

29/03/2025

Ulverston "Light up the Hoad". U I R provided emergency cover including Drone.

09/04/2025

Callout to Coniston water. Stood down en route.

10/05/2025

Usual marshalling for the Keswick to Barrow walk.

11/05/2025

Assisted with the Fred Whitton cycle race providing marshalling and 1st aid.

Page 3

ULVERSTON INSHORE RESCUE (REGISTERED NUMBER: 04759588)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MAY 2025

FINANCIAL REVIEW

Financial position

We continue to be financially viable and are able to meet our overheads going forwards.

Reserves policy

The trustees have not declared a reserves policy. All of the company's tangible fixed assets were acquired by specific fundraising and any subsequent assets would only be acquired by further fundraising. Operating expenses are met from ongoing annual fundraising.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing Document

The charity is a private company limited by guarantee. Each trustee is a member of the company. The members have guaranteed the liability of the company to a limit of £1 each.

The company was incorporated on 9th May 2003 and the governing document is the company's Memorandum and Articles of Association.

Recruitment and appointment of new trustees

The directors are appointed by the directors other than:

a) one ex-officio director who is the Mayor or Deputy Mayor of the town of Ulverston, Cumbria nominated by Ulverston Town Council

b) two directors nominated by the Rescue Section

c) two directors nominated by the Fund Raising Section

d) the Treasurer who is co-opted

e) the Company Secretary who is co-opted

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Company number

04759588 (England and Wales)

Registered Charity number

1101567

Registered office

The Tower Daltongate Business Centre Daltongate Ulverston Cumbria LA12 7AJ

Trustees

Mrs P M Prosser Mr I Hutt Mr J F Hornby - Chairman Mrs J A Drake Director Mr O D Collar Director Mrs S Wilson Director (appointed 12.2.25)

Page 4

ULVERSTON INSHORE RESCUE (REGISTERED NUMBER: 04759588)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MAY 2025

REFERENCE AND ADMINISTRATIVE DETAILS Company Secretary

Mrs P M Prosser

Independent Examiner

Mr P Hornby J F Hornby & Co Chartered Accountants The Tower Daltongate Business Centre Daltongate Ulverston Cumbria LA12 7AJ

Bankers

HSBC Bank plc 104 Duke Street Barrow in Furness Cumbria LA14 1LR

Treasurer

Mrs P M Prosser

This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.

Approved by order of the board of trustees on 23 February 2026 and signed on its behalf by:

Mr J F Hornby - Trustee

Page 5

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF ULVERSTON INSHORE RESCUE

Independent examiner's report to the trustees of Ulverston Inshore Rescue ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 May 2025.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145(5) (b) of the 2011 Act.

Independent examiner's statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or 2. the accounts do not accord with those records; or

  2. the accounts do not comply with the accounting requirements of Section 396 of the 2006 Act other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination; or

  3. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

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.

Mr P Hornby

J F Hornby & Co Chartered Accountants The Tower Daltongate Business Centre Daltongate Ulverston Cumbria LA12 7AJ

23 February 2026

Page 6

ULVERSTON INSHORE RESCUE

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MAY 2025

Unrestricted
funds
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
51,095
Investment income
3
767
Other income
2,000
Total
53,862
EXPENDITURE ON
Other
28,050
NET INCOME
25,812
Transfers between funds
11
(23,493)
Net movement in funds
2,319
RECONCILIATION OF FUNDS
Total funds brought forward
70,527
TOTAL FUNDS CARRIED FORWARD
72,846
Restricted
fund
£
44,957
-
(25)
44,932
11,576
33,356
23,493
56,849
20,972
77,821
31.5.25
Total
funds
£
96,052
767
1,975
98,794
39,626
59,168
-
59,168
91,499
150,667
31.5.24
Total
funds
£
57,210
806
1,000
59,016
34,099
24,917
-
24,917
66,582
91,499

The notes form part of these financial statements

Page 7

ULVERSTON INSHORE RESCUE (REGISTERED NUMBER: 04759588)

BALANCE SHEET 31 MAY 2025

Unrestricted
funds
Notes
£
FIXED ASSETS
Tangible assets
8
16,450
CURRENT ASSETS
Debtors
9
544
Cash at bank and in hand
55,952
56,496
CREDITORS
Amounts falling due within one year
10
(100)
NET CURRENT ASSETS
56,396
TOTAL ASSETS LESS CURRENT
LIABILITIES
72,846
NET ASSETS
72,846
FUNDS
11
Unrestricted funds
Restricted funds
TOTAL FUNDS
Restricted
fund
£
74,571
-
3,250
3,250
-
3,250
77,821
77,821
31.5.25
Total
funds
£
91,021
544
59,202
59,746
(100)
59,646
150,667
150,667
72,846
77,821
150,667
31.5.24
Total
funds
£
31,035
17,764
76,844
94,608
(34,144)
60,464
91,499
91,499
70,527
20,972
91,499

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 May 2025.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 May 2025 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

The notes form part of these financial statements

continued...

Page 8

ULVERSTON INSHORE RESCUE (REGISTERED NUMBER: 04759588)

BALANCE SHEET - continued 31 MAY 2025

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 23 February 2026 and were signed on its behalf by:

Mr J F Hornby - Trustee

The notes form part of these financial statements

Page 9

ULVERSTON INSHORE RESCUE

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MAY 2025

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Buildings - 10% on cost Shipping properties - 15% on cost and 10% on cost Plant and machinery - 15% on cost Computer equipment - 33% on cost

Taxation

As a charity, Ulverston Inshore Rescue is exempt from tax on income and gains falling within sections 472-477 of the Corporation Tax Act 2010 or section 483 of the Corporation Tax Act 2010 to the extent that these are applied to its charitable objects. No tax charges have arisen in the Charity.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Gifts in kind and voluntary help

Gifts in kind and voluntary help received are not included due to difficulties in determining their values.

continued...

Page 10

ULVERSTON INSHORE RESCUE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MAY 2025

2.
DONATIONS AND LEGACIES
Donations
Gift aid
Grants
3.
INVESTMENT INCOME
Deposit account interest
4.
SUPPORT COSTS
Management
Finance
r
£
£
Other resources expended
15,951
15,417
5.
NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
Depreciation - owned assets
Surplus on disposal of fixed assets
31.5.25
31.5.24
£
£
44,199
31,855
2,015
1,088
49,838
24,267
96,052
57,210
31.5.25
31.5.24
£
£
767
806
Human
esources
Other
Totals
£
£
£
7,896
362
39,626
31.5.25
31.5.24
£
£
15,287
10,265
(1,975)
(1,000)

6. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 May 2025 nor for the year ended 31 May 2024.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 May 2025 nor for the year ended 31 May 2024.

continued...

Page 11

ULVERSTON INSHORE RESCUE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MAY 2025

7.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
funds
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
42,848
Investment income
806
Other income
1,000
Total
44,654
EXPENDITURE ON
Other
23,126
NET INCOME
21,528
RECONCILIATION OF FUNDS
Total funds brought forward
48,999
TOTAL FUNDS CARRIED FORWARD
70,527
8.
TANGIBLE FIXED ASSETS
Shipping
Plant and
Buildings
properties
machinery
£
£
£
COST
At 1 June 2024
2,268
47,263
141,041
Additions
-
59,250
18,048
Disposals
-
-
(9,176)
At 31 May 2025
2,268
106,513
149,913
DEPRECIATION
At 1 June 2024
2,268
44,863
112,407
Charge for year
-
7,811
7,476
Eliminated on disposal
-
-
(7,151)
At 31 May 2025
2,268
52,674
112,732
NET BOOK VALUE
At 31 May 2025
-
53,839
37,181
At 31 May 2024
-
2,400
28,634
Restricted
fund
£
14,362
-
-
14,362
10,973
3,389
17,583
20,972
Computer
equipment
£
1,106
-
-
1,106
1,105
-
-
1,105
1
1
Total
funds
£
57,210
806
1,000
59,016
34,099
24,917
66,582
91,499
Totals
£
191,678
77,298
(9,176)
259,800
160,643
15,287
(7,151)
168,779
91,021
31,035
Total
funds
£
57,210
806
1,000
59,016
34,099
24,917
66,582
91,499

continued...

Page 12

ULVERSTON INSHORE RESCUE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MAY 2025

9. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.5.25 31.5.24
£ £
Other debtors 544 17,764
10. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.5.25 31.5.24
£ £
Trade creditors - 186
Other creditors - 33,758
Accrued expenses 100 200
100 34,144
11. MOVEMENT IN FUNDS
Net Transfers
movement between At
At 1.6.24 in funds funds 31.5.25
£ £ £ £
Unrestricted funds
General fund 70,527 25,812 (23,493) 72,846
Restricted funds
Capital 20,972 33,356 23,493 77,821
TOTAL FUNDS 91,499 59,168 - 150,667
Net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 53,862 (28,050) 25,812
Restricted funds
Capital 44,932 (11,576) 33,356
TOTAL FUNDS 98,794 (39,626) 59,168

continued...

Page 13

ULVERSTON INSHORE RESCUE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MAY 2025

11. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Net
movement At
At 1.6.23 in funds 31.5.24
£ £ £
Unrestricted funds
General fund 48,999 21,528 70,527
Restricted funds
Capital 17,583 3,389 20,972
TOTAL FUNDS 66,582 24,917 91,499
Comparative net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 44,654 (23,126) 21,528
Restricted funds
Capital 14,362 (10,973) 3,389
TOTAL FUNDS 59,016 (34,099) 24,917

A current year 12 months and prior year 12 months combined position is as follows:

Net Transfers
movement between At
At 1.6.23 in funds funds 31.5.25
£ £ £ £
Unrestricted funds
General fund 48,999 47,340 (23,493) 72,846
Restricted funds
Capital 17,583 36,745 23,493 77,821
TOTAL FUNDS 66,582 84,085 - 150,667

continued...

Page 14

ULVERSTON INSHORE RESCUE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MAY 2025

11. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 98,516 (51,176) 47,340
Restricted funds
Capital 59,294 (22,549) 36,745
TOTAL FUNDS 157,810 (73,725) 84,085
12. CAPITAL COMMITMENTS
31.5.25 31.5.24
£ £
Contracted but not provided for in the financial statements - 40,362

13. RELATED PARTY DISCLOSURES

The Chairman, Mr J F Hornby is a partner in J F Hornby & Co. Mr P Hornby, also a partner, is the charity's independent examiner.

J F Hornby & Co prepared the Charity accounts and undertook the independent examination on a honorarium basis.

Included in restricted grants received was an amount of £11,200 from The Hornby foundation to fund the purchase of a new quad bike.

Page 15