REGISTERED COTrIPANY fiuMBER.. 08011925 (Ellglalld and Wales) REGISTERED CHARITY NUMBER.. 114680S REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST MARCH 21121 FOR THP RT FF RERE ETR ST Chanpiott TLL Li￿lted 7-9 Stauon Road He5keth Ba￿k Pr¢sto L2n¢2shire PR4 6SN SOUTHPORT OFFSHORE RESCUE TRUST COIYTENTS OF HE FINAN IAL STATETrIENTS FOR THE YEAR ENDED 31ST MARCH 2021 PAge Report of the Trnytees I to 5 Independent Exarnim2r's R¢port. Ststement ofFill¥Mcial Activities B8lattct Shc¢t Notes to the FioancÉal Statemettts 10 to 18 SOUTHPORT OFFSHORE RLSCUE TRUST REPORT OF THETRUSTEES FOR THE YEAR ENDED 31ST MARCH 2021 The trustees who are also directors ofrh¢ ¢liarity foT the purposes of the Companies Aei 2006, present the￿ report with the fuMncial statemeiEts of the charity for the ysjr ended 3151 Mar¢h ?021. The tsustees haye adopted the provisions of ALCOUiltiog and Reporting by Chariucs.. Statemen( ot Re￿n￿llended Prdctice applicable to tharities preparing their ar¢ounts in ar¢ordance with the Finanthal Report¢n8 Stsndard applicable in the UK and Republic of Ireland IFRS 102) letfeLxive l JanU￿V ?019). OBJECTIVES AND ACTIVtrIES Objectives and aim5 The objccts ot tht Charity arc stated as follows, in the Governing DocwrtenL'. Any Gliai'itable PUTEX)se for the public beneftr for the prt%ervation aftd suving ol- lite at se& ￿ld to equip, rnaintain und operate an ot15hor¥ rescue 5eryice at Southport. To tarry oui beath, mud and marshland searche5 and rescues at SouthtK>rt and the surrounding area beLween th¢ rivers Mersey und Ribbl¢ and to assisi in impifjvlng the standards of coastline satety th¢r¢. Page I sou'rHPORT OFFSHORE RESCUE TRUST ORTO USTEES FOR THE YEAR ENDED31ST MARCH 2021 OBJECTIVES AND ACTIVITIE5 SieDifJtant activities SeArth and Rescue Servire This reporting year has prtsvet2 to be one of ihe most ¢hallengitig faced by the Trust since its forniatlOD in 1988, due to the effects of the Covid 19 pandemi¢. As stson as the effec15 of the virus became apparenL Ihe Trusl pul in plate a semes of Emergency Operdtinu Pr￿edUreS. Th¢sr protedutes covered all aspects of our delivery orth¢ SearGb Rrs¢u¢ servi(% and also the oper8tiou of our Charity Shop and the mgnagcmenlot the Trusl itsclf. At the start of tbe pandetnic. aDd ￿ en5ur¢ the safety of our lifeboat trews. our cbarity sbop worker5 and all other volunteers ot'the Trnsl we immediately totsk the following necessary steps= Immedsate ¢losttre of our charity shop Immediate ¢esststion of work at the New. Lifeboat Station con5tructiOD Site Iromediate ¢essation ot all lileboat crew training ses510ns All Trust committee meetings be held remotely using video confcren¢in(p RetnaitL ti]Ily ovailable for all emergency call-outs. however a sei of Emergency Operating Procedures have bee written for the crew to follow ivhen attending the Boathouse aod ivhen dealing i¥iih a casualtvli¢sl. Tbroughout the year ive followed Gov¥rnmettt guidance and re-cimimenced trdiniiig with updated procedures (whilst maintaining social distan¢ing rules}. We alw re-opened ollrChaTity Shop when it was safe to do so and closed Tt again when 8dYi5ed. We will conlinu¢ to follow Goverttment guidanee before any return to noLThal oper&tions. Tbe Board of Trustee Directors would like lo tske this opportunity to thank our sc￿ch and Rescue crem's for their dedication alld comtnitm¢nt durill4 this very diffjcult period and in Ensur￿2 that tht servicc remained on 24 hoisr emergenc) c•ll-OUt throughout the year. withoL%t any "otY-5tatioD" periods. ssets Both our offshore and insI￿re lifeboats are re8ularly M￿￿tained in nrder to ettsure that they are ready for itnmediate Cal￿￿t at all tiTnes. Our ATV quads continu¢ th¢ 5etvic¢ of pitsviding an excellent search an(J rcscue (SARI capability for the Trust. In February 2021, the Tru5Vs took delivery of their nelv quads folloiYin8 the three vears of servtce provided by our previous rnachint5. For the fiFSt time in the TnJst'$ history. a third quad iiE5 added to our tleet. As the quads have proven to be tlie woEL'horse of our OTgani50tioo. it made S￿Se to add the third vehicle. This additiollal quad will provide atL ability io D)i&te llie usage olthe 4uud$ and to ensure that two quad5 ar¢ available for L￿1-Out$ at all times. The third quad can also be used 10 trattsport ddiiiottal eqUip￿ent U5itJg our ATV trailer if rEqUiTed. All quads are also equipped with an ¢xtra seaL This ¢nables us to tra115POrt additional personnel to and from an incident when Ttquired. The Trust hawe three lawjch vehicles in our fle4 a fully convert¢d Caterpillar Challenger, a modified New Ilolland TD) t]wtor and ￿50 # Muir Hill 121. Currcntly the Cha51eng¢r is ou¥ primery I8￿ch vehicl& with the New Holland being utilised for inshore lifeiKI)t launching duties. Followitt8 1&8t yeaFs introduction of our UAS (Ut)manned Aeria] System) assets (Drones) to our Search and Rescue service. They have been iasked ￿ many of our emergenc) call-outs. Thi5 is esp¢¢ially so in ihe search for inissing casualtie5 Wltl)iii the dunes ￿ the sosjth of our operdttonal area but also fr¢queDtly to ihe vast m2Yshland area to the north. Pag£ 2 SOUTBPORT OFFSHORE RESCUE TRUST REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST MARCH 2021 OWECTIVES AND ACTtViTIES All our UAS operations are cari'ied out with the specifi¢ penui&sioD WVEtL by Naiurnl Ellgjand to fly within Sites of Sp¢¢iai Scientifjc Interest (SSSI). Also a majoi. beDetLt of our UAS assets is to fly aTry)ve are&% where people are in danger of being eut off by the iide. They e able io relay intomativn to our ground and waterbomc assets direrting them to the safcst Pa55age to 5afety- Tlie Trust CUlTently have four qualified SAR UAS Pilots and lye operatc 2 state of the art drones boih with HD and thetyrtal itna8iDg ca￿er&s. Emergency CalLOuts Due to ¢h¢ effeets ot- the Covid 19 pandetnic and the Govemjnent etrforced restrtctiojss and lockdoivns, there was a huge increase in Sray¢ations as holidaymaker5 were not able to go abroad: so stay¢d in the UK. Coupled with the increase in staycatiorts an(1 also the very good iveather in the late Sptyng and early Summer 2020, we sa a verv large rise in people ussnq our local be2thes 2nd ￿￿￿e 2reas. TÈLiS in turn resulted ith an iftcrease in the amount ot emer8enc> call-outs. Also due to thc pandemiw the RNLT did not providr the usual lifeguarding service at Ainsd&le or SouthporL This ￿sts h¢lpcd incre&% the nwnber of C￿l-ours attended. UnforLunaLely. we have also seell an increase in Lhe tyumber of tallwouts LO Lasualues sufferioB fram Mentsl Health issues. Overall. the 2020rJ I period Iw proved to be the Ix]siest ever on re¢ord. Chxrlty Shop At the sthrt of this reportiiig period oui. Charity Shop had to bc closed a5 part of the Govemmenvs re5trietioDs due to the Covid 19 patLdemic. ThrouglJoui the period the shop opened and c105¢d on a number (>f occasi05Js in line with Govtnjmeni gUid￿Ce. as follom's.. Shut.. 2610312020 to 1410612020 OpBn= 1510612020 to 3011012Q20 Shur.. J111012020 kn 0111212020 Open- O?11212020 to 0510112021 Sliut.. 0610112021 to 12104n021 These closure5 have had a large effecton our}'early in¢ome level with an approxima* drop of 40Yo from the previous v¢ar. The BoO￿ of TTUSteE Directors would lik.e ￿ take tbis opportunity to all our volunteer shop staff who have worked firelessly in preparation for eaoh opening alld also duriog the open periods. This effort h&s resulted ssj a better than expecEed income albeit much lower than prtritsus years. The Trust LUITcnil>' has 4 leases at tile Charitv Shop cornplex: 69c, 71 and 69b (Units l & 31 Everton Road. Southport Lifeboat Lottery In lin¢ ￿'1th Gov¢rnm¢nL restriciion& our lotLeThT ¢anva&sing company were not able LO maintaiB their nor￿al door to door actil'ities with signing up new pl#yws. However. the number of active players hai'e Femained steady in tum we have seen little or no decrease in thc m(>nthly incorne provided. The Lottery has pn)vcn to be a v¢iy reliable soU￿t ot. incorne .hich ailowg the Trusi to invest for the tuture in new equipm¢ot and premises. Don#tions and BtqU¢5t$ Due lo the curtailment of the Ertajority of fundrnising actLVLties both by our5elve5 and by our 511PPDrters, local org8llisation5, clubs and 50CLetie5: Ive have seen t sh￿p de¢lTRc ill donaiions. This is 2150 the case ivith our ¢olle¢uoo tios, wilh very little co51ected in these in atl Ihe V￿lovS shops and public houses in our area. Pagc 3 PORT OFFSHORE RESCUE TRUST REPORT OF THE TRUSTEES FOR TUE YEAR ENDED3AST MARCH 2021 OWEcfivEs AND ACTIVITIES How¢ver. we have bentfLtt¢d frorn a number of significant le8acie5 which have been bequeathed to the TriL5t. Most namely the Margaret RobErtsoD ChaTTtable Tnsst, which t4'as forned shortly after Mrs Robertson's deadi in April ?O?O to help support three natned ¢hariiies, of ￿h1¢h we were narned as one. This In]st will provide application, funds foF spe¢ifi¢ projects on a Ye￿ to year b&sts for at leasL the next fiv¢ to ten years. New Boathouse Project Work 5tartryS on the construLlion of th¢ Southwrt Lifeboat Station ID July 2018. Througbout the con5ttuLlion period we hai'e suffered many d¢lays. Inilially due to a quality issue with the cortosion Coating of the erected steEI frame. Folloivin8 the resolution of thi5 15SUE th¢ steel frame and llew coating was completed and ivork continued well until the start of thc Covid 19 pandemic. Work was immediately halted at the con$truLltion site and remained closed until Govenunenl restrictions were eased gnd work recommenc¢d under new guidelines. During Ihe period theK also had lo bE a Ghartge ot Prime Contractor and the Trnst are in Degotialions Mith a new Prime Contractor to tskc the constru¢tiott to acortclusion. Publie be￿errt The Ttustees have considered the Cliarity Commission guidance r6garding public benefit and gre satisfied th￿ the attivities of the Charity, as de$¢ribed abov< meet the necessary criteria. FINANCIAL REVIEW Investment policy and objectives The Trustees arc re5ponsibS¢ for the investmeDÈ of any s￿￿lu$ fjjnds of the Charitv. As such fullds mav b¢ required for tmmediate use or tjse in the future, the Trust￿3 fOlltinu¢ to res'iew variou5 int¢rrsi bpaTtn& ioststst aece55 and term deposif ac¢ounts tvhich to place such mouies. Rtserve5 policy Thc Trustees aim to maintain a level ofreseyves that would enable the Charity 10 ￿lItinue and be financiallv Yiable for a periodof twelve Th￿nths. if incotne streaa)s H'ere to diminL5b; Thi5 eqUate$io approxim&tely £150.000. Due to the driv¢ to raise fvnd5 for thc buiIdI￿O of a new boathouse, cash and inv¢strtLent tloldings at the year end are well itk excess of the atM)ve a￿QUnL MuLh of the5¢ reserves will be spent in th¢ nEXt two ￿ three year5 however. and have been designated es Such. The TrUSt￿S will mortitor this prnject c105ely to ¢nsure sufocieot r&%erYe5 are ret&ined upon ¢ompleiion. STRUCTURE. GOVERNANCE AND MANACEMENT Cover￿ltig document The charity is controlled by it5 Mi emOTa$￿Yrn and Articles of Asstsciation and constitutes a lilluted company. limite(I by guardntee. ay defined by the Companies Act ?006. Reeruilmeut and appointment of new tru5t¢¢5 The TrLlStees for tlie ycar in question ue detailed in the accompanyirtg documents. New Trustees can be appointed by a re501ution of the extsting TnJ3tee5. lttduction and trnillittg of trnstees TraiDiDg and induction is provided verballv by existing Trustees. REFERENCE AND ADMINISTRATIVE DETAILS Regi5t£red Company number 080119?5 (England and Wales) Page 4 RT OFFSHORE RESCUE TRUST REPORTOF THE TRUSTEES FOR THE YEAR ENI DED 31ST MARCH 2021 Registered Charity number 1146805 Reglstered office 7-9 Statton Rodd Hesketh BanL. Preston Lat]Lashire PR4 6SN Trust¢e$ A S D'Arcv-Mi dstcrs Mrs K Wilson A W Topping J Shawcroft K A Porter A J Porier N D Porter P Hesketh R M Forsliaiv Mrs ND Goldup Mrs J Brsdge T Ableti Company Secretai7 Ms E Almond IDdepeThderyt Ex8miller P Buck FCA. DChA Champion TLL Litniied 7-9 Station Road Heskdh B&ft Preston Lanc&shire PR4 6SN Bamkers NaLional Westminst¢r Bank pl¢ 130 Lord Street Southport Merseyide PR9 OAB Approved by order of the bD&rd of trus*es on............... . and signed on its bchalf by.. A S D'Arcy-Masters- Pag¢ i ND NDENT EXAIMIIYER'S REPORT TO THE TRUSTEES OF SOUTHPORT OFFSHORE RESCUE TRUST IDdepeDdeDt extsmitter's report to the trttstee5 of Souttsport otf$tsore Rescue Trust {'the Company,) I report to dJe bharity tru5tccs on my ex8minatioi) of the a¢¢ounts of the Company for the year endal 31st March 2021. Re5ponsibilititS And bASiS of report As the Charity's trustee5 of the Co¥tLpanv (and also its directors for the purpose5 of cotnpany law) you are responsible for the p￿paratiOn ot the aLcounts in a¢ctsrdance with the requirements of the Companies A¢t 2006 ('the 2006 Act). Having satisfied myselfthat the accounts of the Company 8Je not required to be audited under Part 16 ofthe 2006 AGI and are eligible tor indEpend¢nt examination. I report in respect OF m} axamillation ot. your charity's accounts 8$ ¢arried Out under section 14) of the Charilies Act 901 I I'the 201 l Act.). Iii oul my examinalion I hai'e folloived the Direclioiis gis'en by the Charity Commi&sion under sebtion 145(51 {b} of thtt 2011 Act. llldepelldellt examiner'5 State￿ent Since YQUT charity's gross incolne exceeded £250,0(H) your examiner rnust b¢ a member of a listed body. I can confi]Tn tILat I am qualifietl to undertake the examinatiO5J be¢allsc l am a registered member of FCA. DChA whi¢h 19 one of the listed bodte% I have coMple￿d my examination. I conlrn that no matl¢LS hav¢ come to rny attention in ￿nneCtiOn wilh the ¢XaTnillutLOII siving me Lau5¢ to believc.. accouniing records were noi kept in Yespecl of Companv #s required by seciion 386 of the 2006 A¢L or the accounts do not accord 14'ith Ikose Tecord5- or the actounts do not comply with the accounting requirements of se¢tion i96 of the •006 A¢t otlier than anv rquir¢Tnent that the accounts uive a ftu¢ and fair vieiv which is oot a mdtter conskdered as p3rt of art illdependeni examinaiion- or Ihe accounts have not been prepared in accordance with the methods and principles of the St&tenient of Recommended Pra¢ti¢e for accounting and F¢POrting by charitie5 (applicable to Charities preparÉDg tlieir 3¢¢0Unts in accord)nc¢ witb the Financial RqJortlLI8 StaDdard applicable in th¢ UK Znd Republtc of Ir¢land IFRS 102}1. I have no concerns and have a)me across no other matters in eonncction witli the #xamination to whi¢h attention should be drawn in thi5 r¢port in order to eDable a prope¥ understandiD(r of the &¢¢OUllts to be reached. P Buck FCA, DC]L Champion TLL LittLit¢d 7-9 Station Road Hesketh Bank Preston Lanwhire PR4 6SN Pag¢ 6 SOUTHPORT OFFSHORE RESCUE TRUST TATE￿IENT OF FINANCIAL ACTtVffTIE FOR THE YEAREIYDED31ST I￿RCH 2021 20?1 Total funds 2020 Total tUD(L8 Unrestricted funds Restricted fund Notes INCOME AND ENDOWMENTS FROM Donaiions and legacies 121.668 115.000 236,668 134.348 Otliei. u'ading activLILe5 Invcstment incomc OthLY ineome 186,?87 2,6)2 1.974 186.287 2.6)? 1.974 294.114 1,466 3.868 Total 312.i81 115,000 427.i8T 433.796 EXPENDITURE ON Raising funds ?5.616 2),616 20,579 Charttable a¢tiviti¢s otf5hore re*ue 137,4?6 137,426 146.180 Totsl 163.042 16),042 166,7)9 NET ENCOM 149539 115.000 264,i39 267,037 RECONCILLiTIOP4 OF FUNDS Totsl funds brought fonvard 2,847,69i 2.847,695 2J80,638 TOTAL FUNDS CARRIED FORWARD 2 997.234 115000 J 112234 2.847 69) The notrs tomi part of these fuMDciaJ staLemeftLS P2ge 7 SOUTHPORT OFFSHORE RESCUE T UST BALANCE SHEET 31ST MARCH2021 2021 Total funds 2020 Toul funds Unrestricted funds Restrirted Notes FLXED ASSETS T￿n￿￿ble assets 1,842,882 1.842,882 1,416,578 CURRENT ASSETS StOLks Debiors Investrnents Cash at bajjk" 12 13 1.118 19.752 448,301 697.71) 1.118 19.7)2 448,301 812715 1.144 6,482 439,10() 986.668 115.000 1.166,886 115,IK)O 1781.886 1,4JJ,400 CREDITORS AmounLS tallin8 due within on¢ year (12.5J41 (12.i341 {2.283) NET CURREIYT ASSETS 1,154 J52 115.000 1969.352 1431.117 TOTALASSETS LESS CURRENT LIABJLITIES 2.997.234 115.IK)O 3,112.2?4 2,847.695 NET ASSETS 2 997.?34 115.000 3.112 ?34 2.847,69) FUNDS Uttrestricted fu￿ds. General fiind r)e5i8Dated- &ii8ting fixed a￿ets D¢signdted- bouthouse Designated- equipmetst io 408.J5? 1,84? 882 566,000 180.000 685.117 1,416.578 i66.000 180QOO 2,997.234 2.847.695 Re5trictcd fiinds: tiestricted fund 115.000 TOTAL FUIYDS 3.112.234 2,847,69i The charitable c05npany is etkutled to exemption from audit under Se¢tiort 477 of the Companies Act 2006 for the year ended 3 1st March 2021. The members have not required the (x)mpany to obtain an aud5t of sts financial ststemtnts for the ve8r ended 31s( March 2021 in accordance with Stction 476 of the Companies Act 2006. The notes fomi part of these tinancial stutements Colltinued... SOUTHPORT OFFSHORE RESCUE TRUST LAINCE SHEET- co 31STMARCH 2021 The trustees acknowled8c their responsibilttiC5 for (al ensuTing that Ihe charitable cofflpatly keeps a¢courtting reeords th*¢ ¢omply with Sections 386 and 387 of the Companies Act 2006 and prewiDg tinancial st2tements which give a true ami fair vtthv of the st&te olatTairs of the ¢barilable comp20y as at the end of each financial yw &nd of tts surplus or deficit for each financial yew irt 2Ltordancc w'ith the requirements of Section5 394 and 395 and which otherwise comply M'ith the requirements of the Companies Act 2006 relating to finwcial statements, 50 lar as applicable to the charitable company. Ib) These financial statcments have been prepared itt actordancc wilh the provisions applicaL7le to charitable wrnpanic5 Subject to the small companies regime. The tinancial statements ivere appr¢)ved by the Board of Trustees and athorised IOT 5ssue on and M'ere si8ned on its behalf bv= 2£ Sob leith, A J Porter- Tn]stee The ootes part of these fu￿nCilI statemen Page 9 SOUTHPORT OFFSHORE RESCUE TRUST NC AL STATEMENTS FOR TBE YEAR ENDED31STMARCH2021 ACCOUNTINC POLICIES Basts of prepkriog the f￿anCIal 5tatefflents The financial statements of the charitable company, which is a piiblic benefit entity under FRS 102, haiie been pr¢partd in accordance with the Charities SQRF (FRS 102) 'Accounling ano R¢poning bv Charities.. Sratem¢nt of Recommcnded Practice app51￿ble to charities preparing their aGcounts in accordance with the Financizl Reporting StaDdard applicable in the UK ond Republic of Ire12na IFRS 1021 (elleclive l January 20191,. Financial Reporting s￿l)dard 102 The Financial Reporling SiandaFd applicable in Ihe UK and Republic of Ireland, and the Comp•mie$ Act 2006. Thg fmancaal statements huv¢ beru pr¢p4r¥d vndw the historical co* Lonvention. lllc(pme All ineorne 15 recogni5ed sn th¢ Staiement of Financial Actil'Lti¢s once the chariw h25 entitlemenl to the fvnds, it is probable that the income will be Keceived and the amowit Can be measured reliably. Expelldithre Liabillties are recoglli5ed as ¢xpEnditure as $oots as there is a le881 or ctsnstruetive obliqation co￿Tni1t1ng the charity to that expenditure: it 15 probable that a transter ot economic benefit5 w'ill be required in settlement 8nd the amouiit of the obli8atioD Lan b¢ measured r¢liably. Expttnditure is accounted for on an accruals basis and has been Llas5ified under headsn(ts Ihai atsgregaie all ¢osl related io Ihe caÈeDOry. Where costs cannoi be dsrecily &iiribuied Lo panicular headings they h2¥e been 2]localed to activities 4 b¥si5 ¢tsnsi8lent Mith the use tsf resources. Support Costs All of the Chtirity's overheads relate to ont charitable aLiiVlty and as such don't need to be allocated b￿¢¢n different heading Support costs shoivn relate tRainly to professional fees associated ivith the proposed new building. Shop cost5 airtady s6￿gated and shown within the futkdrnising heading as a sep¢rate activity- Txttgible rued assets Depreciation 15 providEd at the followTrng annual rates ID order to write off ea¢h ober lis estimated useful liFe. Life tM)ats Fixture5 alld Fittiiigs Vehicles Boathouse contents IO% on eosi IOYO on cost [0% on cost IO% on Cost Stocks StocL5 are valued at the loweT of c05t and net realisable value. after makillg due allowanee for obsolei¢ and sloiv tnoviftg items. Tthxotion The charity, is exempt fyom ¢orporation tax on its charitsble a¢tiviti¢s. Fulld 4¢tollntillg UDrestricted fun(Ls can be used in ttccordanee wtth the charitsble obje¢tives &1 the discretion of the trustee* Restricted fvnds ¢&n ott]y be used for partieular restricted purposes within the objects of the charity. RestrictiODS rÉst when specified by the donoror Whe￿ fuuds are raised for particular Testrictcd PUTposes. Further explanation of the rs8ture and PUTP05e of each fijnd is in¢lud¢d tn the notes to the financial statements. I￿veStMent ttttome Current assel invesknents are recogni5¢d at th¢ iowErof w$t or net tealisable value. In￿¢$￿ellt iucome 15 recognÈs¢d in the awunts as the charity becolnw entiued to IL on all a¢cnJals basis. Pa8e 10 ¢ontinued... SOUTBPORT OFFSHOPE RESCUE TRUST TE I'O THE FINANCIAL STATEMENTS- tontinue FOR TIIE YEAR ENDED 31ST MARCH 2021 DONATIONS AND LEGACIES 2021 ?020 Dollatl0115 Gift aid Legacie5 Grants Govemment Grant JRS Grant 216.3 14 923 40,097 2,412 60,120 31.719 10.000 236.668 134.348 Grants received, induded in the aiK>V4 are as tolloivs= 2021 20?0 Depaitiient of Transport OTHER TRADING ACTIVITILS 2021 2020 Fundraising events Shop incotrle Lottery 9,476 217,69) 66.943 117,20) 69.082 186 287 294 114 INVESTMENT IiYCOME 2021 2020 De￿$1{ account inteK5t DividertiLs 7.007 45 1.428 38 2.652 Pagell cantinued.-. 8OUTHPO T OFFSHORE RESCUE'fRUST OTES TO THE ANCIAL STATEfvlENTS- colltittu¢d FOR THE YEAR ENDED31ST MARCH2021 RAISINC FUNDS Rftisine dottations legacEe5 2021 20?0 Shop expenses Southry)ct tlower 5how/AntiqU¢ Fair 2).616 17.963 2,616 95.616 20,579 CHARITABLE ACTIVITIES COSTS Support cost51see note 7) Direct C051s Totals Offshore rescue 13J.076 4,3iO lJ7.426 SUPPORT COSTS Govern8nce costs Offshore rescue NET INCOMEI{EXPENDITUREI Net incomel(expenditure) 15 Stated after L'hrgtn81(credit&n81'. 2021 Depreciation- oivned assets Sutplu5 on dR5P05al of fLxed %ssels 7),483 l.974) 72.332 TRUSTEES. REMUNERATION AND BENEFITS Thcre wer¢ Tho iwstees, remuneratio￿ or other benefits for the yEar ended 31st Mar¢h ?02l nor for the year ended )Ist March 2020. Trustees, expense5 There were no trijstees. expenses paid for the year ertded 31st March 2021 nor for the y¢ar elided 3 1st March ?020. Page 12 coniittued... SOUTHPORT OFFSEIORE RESCUE TRUST NOTES TO THE FINANCIAL STATEMENTS- continued FOR ThE YEAR ELYDED 31ST MARCH 2021 COMPARATIVES FOR THE STATEMEiYT OF FINANCIAL ACTIVITIES Unre5tTi¢ied lunds Re4rieted fund Total fiands INCOME AND ENDOWMENTS FROM Donations and legacies 10?,629 31.719 134.348 Other ti%din8 aLuviiies Invc5tsnent income Other incone 994,114 1.466 3.868 294.114 1,406 3.868 Total 402.077 433,796 EXPENDITURE ON Raising funds ?0.579 20,579 ChAritable activiti Offshore rcscue 114.461 31.719 146.180 Total 135.040 31.719 166,7)9 NET INCOME ?67,037 267,037 CONCILL4TAON OF FUNDS TotAI funds brought ConvArd 2.580.658 2.i80,6i8 TOTAL FUNDS CARRIED FORWARD 2.847 693 2,¥47.69i Page 13 continu¢d... SOUTHPORT OFFSHORE RESCUE TRUST NOTES TO THE FTh'LNCIAL STATELTrIENTS- continued FOR THE YEAR END&D 31ST MARCH2D21 TANGIBLE FIXED ASSETS Improvements Fi.xtures Life boats property fittings COST At 1st April 2020 Additions Diw5a18 I,044,1?8 470.287 303.077 16.566 At 315t Mareh 2021 151441) 303,077 16.)66 DEPRECIATION AI 151 ApFiI 2020 Charge For ycar Eliminated on disposal 166,OiO 31,183 8.994 1,657 At 3 1st March 2021 197.233 10,651 NET BOOK VALUE At 3 1st March 202I l.i14.415 105,8 5,91) At 31st March ?020 1.044,128 137.0?7 Boathoiise )ntents Vehiclcs Totals cosr At 1st Apis12020 Additions Disposals 320.363 74,560 1.758,694 50I.787 2.0001 At 3 Irt March 2021 349.863 74.560 22i8.481 DEPRECIATION At 1st April 2020 Cbaige for year Eliminated on di$FQ5al 122,713 44.359 7.457 342.116 75.483 2,000) At31&March2021 155.899 NET BOOK VALVE At 3 1st March 2021 193 964 22.744 1.842.882 At 31rt March 2020 197.650 l.4l6.578 Page 14 contlnued... RT OFF HORE RES UE TRUST NOTES TO THE FINANCIAL STATEf*IEN'TS- continued FOR TIIE YEAR ENDED 31ST IlLiRCII 2021 12. STOCKS 2021 2020 Stocks L.L44 13. DEBTORS: AMOUNTS FALL￿G DUE WITHIN ONE YEAR 2020 Other debtors l9.752 6.482 14. CURRENT ASSET INVESTMEprrs 2021 2020 Urtlist¢d investments 439.1116 The above invesbDents relate to cash deposits and bonds. 15. CREDITORS: AMI OUYI TS FALLINC DUEWITHIN ONE YEAR 2021 2020 Trade creditor5 Accrued e.xpeDses 11,684 850 1,238 12.534 ?.283 MOVEMENT IN FUINDS Nei movemeai tn fi￿dS Transters betweeu li]nds Al 31.3.21 Ai 1.4.20 Unrestricted funds General filnd Desi8naied- exi5tsng fixed &ss¢ts Designated- boathouse Desigrt&ted equipmeii¢ 685.117 1,4t6,i78 566,000 180.000 149,539 (4?6J04) 426.i04 408.352 1,842.882 566.000 180,000 2.847.69i 149,i39 2.997234 Restrbtted funds RestricLed fund I15.1￿0 115.000 TOTAL FUNDS 2 847 695 264 539 3.112 234 Paqe 15 conttnued... SOUTHPORT OFFSHORE RESCUE TRUST NO E FINANCIAL STATEMENTS- continued FOR TllE YEAR ENDED 31ST MARCH 2021 16. OVEMENT IN IfuNDS- eontinued Nef movement in fund* included in the above llre as follows.. Incotning r¢sour¢es Resources expended Move￿¢￿1 in funds Uthrestrleted funds General fund 312.581 (163.0421 149.539 Restricted ft￿￿$ Restricled futkd 115,000 Ili.000 TOTAL FUNDS 4?7.581 16i.0421 264.539 comparativ￿ ftsr movement In funds Net movement in lund5 Trdnsfers berween runds Ai Atl.4.19 Unrestricted fvrsds General fvnd DesigtLatcd- exis(ing fixed assets Desisllal¢d- boathou* Dessgiiated- cquipm¢nt 429.751 1.347.940 622.967 180VOO ?67.037 11 I,671) 685.117 1,416.578 i66,orio l80.000 156.9671 2.580.658 267 037 2 847,69) TOTAL FUNDS 2 580,658 ?67.0)7 2.847.69i Comparative net movemeL)t in f￿ndS incladed in the above are as follows.. IDcomllEg resources Resources expended Movement in funds Utyrestricted funds Generdl fund 41P_,077 (135,0401 267,OJ7 RestrE¢ted fund5 Restricted fund {3 1.7191 TOTAL FUNDS 4J3.796 166.759) 267 037 Page 16 contirlued... SOUTHPORT OFFSHORE RESCUE TRUST NOTF.S TO THE FINANCIAL STATEMENTS- continued FOR TH£ YEAR ENDED 31ST MARCH 2021 16. MOVEMENT IN FUNDS- contiDued A Lui'renL year 12 montbs and priory&￿ 12 mnths combtned position is &8 follows.. Net movtmeni in funds Trdll5fers bernveett funds AL 31.3.21 At 1.4.19 Unre5trieted funds Gena"al Designated- ¢xisLittg fixed ass¢ts Designated- boaihoust Desi8naLed- e4uipmettl 429,751 1.?47.940 62?,967 180000 416,576 (437.975) 494.942 li6.9671 408.352 1.842.882 i66.000 180.000 2￿80,6)8 416,576 2.997,234 Restricted fuuds Restricted fi￿d Il5,000 115.0(Kl TOTAL FUNDS 2.580.658 53 1.)76 J,1 1?.234 A tU￿￿t year 12 months and prior year 12 month$ combined net movement in fvnd5. ircluded in rh¢ th)ve are as follow's.. Incomin8 re50uYees Resouircs expended Mov¢ment in fijnds Unrestricted funds General fund 714.658 1298,082) 416,576 RestrÈ¢ted funds Restricted fund 146,719 {31.7191 I li.000 TOTAL FUNDS 861.377 1329.801) i3 I.)76 Tratssfers betweeii funds 4ud fuud balwnets The transfer from thc general fund reeo8n5ses the movement in d£%i8nated balances noted b¢loiv. The fixed assets desi￿ated fund represents rnoTries alitady $pEnt on lixed assets and equipment which are shown o the balan¢e shee¢ biit don'treflect liquid r￿Our¢&I. The boaLhouse d&%tgnated fijnd represenL8 capital eommktments which hive been earvmarked for the remainittg building and Tunnin8 costs of a new boathouse. The equipment replacemeni designated represents the necessiL)' to upgrade and replaLe equipmait and vehicles trTr keep up with required st2tJdards aE]d codes of conduct The restricted filnd is a don&tion received that is specifically for the construction of the ll￿v boathouse. Page 17 continued... SOUTHPORI. OFFSHORE RESCUE 'fRUS'r OTES TO THE FtNANCIAL STATEMENTS- coutillu¢d FOR YKA ENDED 31ST MARCH 2021 17. RELATED PARTY DISCLOSURES Thert were no related pw transactions forthe vear ended 31st Merch ?021. Page 18 # **Southport Offshore Rescue Trust – Details of Activities and Achievements for the Year 2020/21** ## **Search and Rescue Service** This reporting year has proven to be one of the most challenging faced by the Trust since its formation in 1988, due to the effects of the Covid 19 pandemic. As soon as the effects of the virus became apparent, the Trust put in place a series of Emergency Operating Procedures. These procedures covered all aspects of our delivery of the Search and Rescue service and also the operation of our Charity Shop and the management of the Trust itself. At the start of the pandemic, and to ensure the safety of our lifeboat crews, our charity shop workers and all other volunteers of the Trust, we immediately took the following necessary steps: - Immediate closure of our charity shop - Immediate cessation of work at the New Lifeboat Station construction site - Immediate cessation of all lifeboat crew training sessions - All Trust committee meetings to be held remotely using video conferencing - Remain fully available for all emergency call-outs, however a set of Emergency Operating Procedures have been written for the crew to follow when attending the Boathouse and when dealing with a casualty(ies). Throughout the year we followed Government guidance and re-commenced training with updated procedures (whilst maintaining social distancing rules). We also re-opened our Charity Shop when it was safe to do so and closed it again when advised. We will continue to follow Government guidance before any return to normal operations. The Board of Trustee Directors would like to take this opportunity to thank our Search and Rescue crews for their dedication and commitment during this very difficult period and in ensuring that the service remained on 24 hour emergency call-out throughout the year, without any “off-station” periods. ## **Assets** Both our offshore and inshore lifeboats are regularly maintained in order to ensure that they are ready for immediate call-out at all times. Our ATV quads continue the service of providing an excellent search and rescue (SAR) capability for the Trust. In February 2021, the Trust’s took delivery of their new quads following the three years of service provided by our previous machines. For the first time in the Trust’s history, a third quad was added to our fleet. As the quads have proven to be the workhorse of our organisation, it made sense to add the third vehicle. This additional quad will provide an ability to rotate the usage of the quads and to ensure that two quads are available for call-outs at all times. The third quad can also be used to transport additional equipment using our ATV trailer if required. All three quads are also equipped with an extra seat. This enables us to transport additional personnel to and from an incident when required. The Trust have three launch vehicles in our fleet, a fully converted Caterpillar Challenger, a modified New Holland TD5 tractor and also a Muir Hill 121. Currently the Challenger is our primary launch vehicle, with the New Holland being utilised for inshore lifeboat launching duties. Following last year’s introduction of our UAS (Unmanned Aerial System) assets (Drones) to our Search and Rescue service. They have been tasked to many of our emergency call-outs. This is especially so in the search for missing casualties within the dunes to the south of our operational area but also frequently to the vast marshland area to the north. All our UAS operations are carried out with the specific permission given by Natural England to fly within Sites of Special Scientific Interest (SSSi). Also a major benefit of our UAS assets is to fly above areas where people are in danger of being cut off by the tide. They are able to relay information to our ground and waterborne assets directing them to the safest passage to safety. The Trust currently have four qualified SAR UAS Pilots and we operate 2 state of the art drones, both with HD and thermal imaging cameras. ## **Emergency Call-Outs** Due to the effects of the Covid 19 pandemic and the Government enforced restrictions and lockdowns, there was a huge increase in Staycations as holidaymakers were not able to go abroad, so stayed in the UK. Coupled with the increase in staycations and also the very good weather in the late Spring and early Summer 2020, we saw a very large rise in people using our local beaches and dune areas. This in turn resulted in an increase in the amount of emergency call-outs. Also due to the pandemic, the RNLI did not provide the usual lifeguarding service at Ainsdale or Southport. This also helped increase the number of call-outs we attended. Unfortunately, we have also seen an increase in the number of call-outs to casualties suffering from Mental Health issues. Overall, the 2020/21 period has proved to be the busiest ever on record. Full details for the reporting period are as follows: **----- Start of picture text -----**
Asset
Date Incident Action Casualties
Used
2021
Tasked to a casualty at Formby Beach with
suspected broken shoulder. On arrival we provided
01/04/21 Quads Assisted 1
essential first aid and stabilised the casualty before
transporting and handing over to Ambulance team.
Requested to launch following reports of two
persons in difficult in the water off Southport. Stood Stood
30/03/21 ILB
down on route as both casualties had managed to down
self recover.
Tasked to assist Merseyside Police in the search
Quads & Stood
13/03/21 for a vulnerable male in the region of Victoria Road,
UAS Team down
Formby. Stood down on route as found by Police.
Tasked to reports of two missing people in the
Quads & Stood
04/03/21 vicinity of Formby Beach. Stood down on route as
UAS Team down
found safe and well.
Tasked to search Ainsdale sand dunes for a group
of missing people. Found by UAS team who Quads &
02/03/21 Assisted 6
directed ground assets to location and aided UAS Team
recovery to safety
Requested to assist the Royal Navy Northern
26/02/21 Diving Group in the disposal of a 500lb German OLB Assisted
WW2 bomb off Formby Point.
2020
Tasked to the aid of two paddle boarders in
difficulty at Ainsdale Beach. One managed to self OLB & Lives
13/12/20 1
recover ashore but other had to be assisted and Quads saved
given urgent medical attention due to hypothermia
Assisted Police in recovering to safety a Stood
12/12/20 Quads
despondent female in difficulty on Southport Beach down
Tasked to search for a male last seen heading out Quads & Stood
11/12/20
towards the tide line at Weld Road, Southport. ILB down
**----- End of picture text -----**
**----- Start of picture text -----**
Local fisherman on scene advised that the person
had since left the beach.
Assisted Police in recovering to safety a
18/09/20 Quads Assisted 1
despondent female in difficulty on Southport Beach
Tasked to reports of quad bikes in difficulty off
Stood
08/09/20 Weld Road, Southport. On arrival, found to be local Quads
down
fishermen and in no danger
Assisted lone jet-ski to ensure safe passage
30/08/20 OLB Assisted 1
between Liverpool and Blackpool
Multi agency 2 day search for two missing males
OLB,
last seen in the water off St Annes Beach. Sadly
15&16/08/20 Quads & Lives lost 2
the following day the bodies of the two casualties
UAS Team
were found north of St Annes.
Search for two missing children on Ainsdale Beach. OLB & Stood
13/08/20
Found by parents whilst en route. Quads down
Tasked to assist Police deal with an aggressive
12/08/20 person causing a disturbance by the tideline on Quads Assisted 1
Southport beach.
Search for missing child at Ainsdale Beach. Found
07/08/20 Quads Assisted 1
by Police and reunited with parents.
Search for missing vulnerable male in dunes near
Quads &
06/08/20 Ainsdale. Found by UAS team and brought to Assisted 1
UAS Team
safety by Police
ILB, Quads
Search for suspected casualty cut off by incoming Stood
01/08/20 & UAS
tide at Southport Beach. Nothing found down
Team
Tasked to five separate incidents today between ILB &
31/07/20 Assisted 10
Southport and Ainsdale beaches. Quads
Assisted and recovered two teenagers cut off by ILB & Lives
30/07/20 2
the tide at Southport. Quads saved
Search and recovery of a despondent male in the ILB & Lives
29/07/20 1
water off Southport Beach Quads saved
ILB, Quads
Assisted the British Divers Marine Life Rescue for a Lives
30/06/20 & Foot 1 porpoise
porpoise in difficulty in shallow water off Southport. saved
Team
Search for two missing children off Lifeboat Road, Stood
25/06/20 Quads
Formby. Located by parents. down
Reports of a person in difficulty in the water off OLB & Stood
25/06/20
Formby Point. Person came ashore by themselves. Quads down
Search for missing male between Ainsdale and ILB &
08/06/20 Assisted 1
Formby. Found safe and well by Police Quads
Assist numerous people who had been cut off by OLB &
01/06/20 Assisted 12
the incoming tide on Southport beach. Quads
Multi incidents including three separate children in
difficulty in the water, a number of missing person ILB, Quads
31/05/20 searches, people getting cut off by the incoming & Foot Assisted 12
tide and also removed a number of inflatables that Team
had begun drifting out to sea.
Assist approximately 40 people who had been cut ILB, Quads
30/05/20 off by the incoming tide flooding the Pier Channel & Foot Assisted 40
on Southport beach. Team
**----- End of picture text -----**
**----- Start of picture text -----**
Stood
16/05/20 Search for missing people on Southport Beach Quads
down
Stood
16/05/20 Search for casualty reported stuck in mud at Altcar Quads
down
Multi-agency search for a casualty in need of
urgent medical assistance in Birkdale dunes near Quads &
20/04/20 Lives lost 1
to Royal Birkdale Golf Course. Casualty located but Foot Team
had sadly passed away.
Search for 2 casualties in difficulty on Southport
Beach near Weld Rd. Both self-recovered and ran
OLB &
16/03/20 off into dunes. However, they required medical Assisted 2
Quads
assistance which was provided by Quad team after
a short search.
Multi-agency search for missing male last reported OLB & Stood
08/03/20
at Formby Beach. Nothing found. Quads down
Search for a despondent male on Southport Beach. Stood
06/02/20 Quads
Found inland by Police. down
Search for a vehicle with 1 POB that was reported
Stood
12/01/20 driving into the tide at Ainsdale beach. Vehicle and Quads
down
occupant safe and well in no danger.
Search for a diabetic/asthmatic male who had not
12/01/20 returned from a run with friends in Ainsdale sand Quads Assisted 1
dunes. Found and medical assistance provided.
Search for 6 people in danger of getting cut-off by
ILB &
02/01/20 tide on Southport Beach off Weld Rd. Assisted Assisted 6
Quads
ashore.
**----- End of picture text -----**
## **Charity Shop** At the start of this reporting period our Charity Shop had to be closed as part of the Government’s restrictions due to the Covid 19 pandemic. Throughout the period the shop was opened and closed on a number of occasions in line with Government guidance, as follows: - Shut: 26/03/2020 to 14/06/2020 - Open: 15/06/2020 to 30/10/2020 - Shut: 31/10/2020 to 01/12/2020 - Open: 02/12/2020 to 05/01/2021 - Shut: 06/01/2021 to 12/04/2021 These closures have had a large effect on our yearly income level with an approximate drop of 40% from the previous year. The Board of Trustee Directors would like to take this opportunity to thank all our volunteer shop staff who have worked tirelessly in preparation for each opening and also during the open periods. This effort has resulted in a better than expected income albeit much lower than previous years. The Trust currently has 4 leases at the Charity Shop complex, 69c, 71 and 69b (Units 1 & 3) Everton Road. ## **Southport Lifeboat Lottery** In line with Government restrictions, our lottery canvassing company were not able to maintain their normal door to door activities with signing up new players. However, the number of active players have remained steady and in turn we have seen little or no decrease in the monthly income provided. The Lottery has proven to be a very reliable source of income which allows the Trust to invest for the future in new equipment and premises. ## **Donations and Bequests** Due to the curtailment of the majority of fundraising activities both by ourselves and by our supporters, local organisations, clubs and societies; we have seen a sharp decline in donations. This is also the case with our collection tins, with very little collected in these in all the various shops and public houses in our area. However, we have benefitted from a number of significant legacies which have been bequeathed to the Trust. Most namely the Margaret Robertson Charitable Trust, which was formed shortly after Mrs Robertson’s death in April 2020 to help support three named charities, of which we were named as one. This trust will provide upon application, funds for specific projects on a year to year basis for at least the next five to ten years. ## **New Boathouse Project** Work started on the construction of the new Southport Lifeboat Station in July 2018. Throughout the construction period we have suffered many delays. Initially due to a quality issue with the corrosion coating of the erected steel frame. Following the resolution of this issue, the steel frame and new coating was completed and work continued well until the start of the Covid 19 pandemic. Work was immediately halted at the construction site and remained closed until Government restrictions were eased and work recommenced under new guidelines. During the period there also had to be a change of Prime Contractor and the Trust are in negotiations with a new Prime Contractor to take the construction to a conclusion.