## **Trustees’ Annual Report for the period** **From 1 Jan 24 Period start date To 31 Dec 2024 Period end date** ## **Charity name: Duddon & Furness Mountain Rescue Team CIO** ## **Charity registration number: 1173246** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**To provide a search and rescue service**
**to lost and injured persons in remote**
**terrain.**| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|**Callouts - 54 incidents taking up 1900**
**person hours**
**Training - 47 sessions comprising**
**shorter inputs and full day sessions**
**taking up 2645 person hours**
**Information sessions to the general**
**public including youth and other groups**
**Membership of Local Resilience Forum**
**to provide specialist support in event of**
**major incidents in the community.**
**Remote access support to Police,**
**Ambulance and Fire Services.**
**New Base project – We have been**
**engaged on a project to provide a**
**purpose built base over the last six**
**years. A contractor has been appointed**
**and further ground works are under**
**way. Completion is expected by March**
**2026**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Trustees have received guidance on**
**their roles. Further education for new**
**Trustees is needed and a development**
**session is planned during 2025.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|**Does not apply**| |Policy on social investment
including program related|Para 1.38|**Our service to lost and injured persons**
**plus a secondary support to major**
**sporting events demonstrates our**
**commitment to supporting our local**| |investment||**community**| |---|---|---| |Contribution made by
volunteers|Para 1.38|**All our work is provided by volunteers**
**who give their time for search and**
**rescue and are available 24 hours a day,**
**all year round. Members give their time**
**to attend and deliver relevant training to**
**ensure skills within the Team are fully**
**maintained. Member also assist with**
**events aimed at raising funds. No Team**
**member is paid for their work in**
**Mountain Rescue. We aim to contribute**
**to learning about mountain safety in our**
**area, hosting visits by the public and**
**youth groups.**| |Other||| ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|**We have attended 54 call outs in 2024.**
**This includes rescue of lost persons,**
**rescue of injured persons and, on**
**occasion, recovery of deceased persons**
**who have died in wild or remote places.**
**We provided assistance to ambulance**
**crews who are unable to access remote**
**locations. We also provided support to**
**community nurses and carers, this in**
**conditions of extreme weather.**
**We assisted the police force in rescue**
**of stranded motorists**
**We have a dedicated team trained in**
**swift water rescue who were also called**
**during the year.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
Achievements against
objectives set|
Para 1.41|| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|| |||| |---|---|---| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**Our overall financial position is strong**
**with a surplus of income over**
**expenditure in 2024 of £118,292 Cash**
**deposits are large in anticipation of**
**significant spend over this year on our**
**Base Project, and also the need to**
**maintain a reserves contingency.**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**We aim to hold a reserve of 2 years**
**running costs plus a reserve to cover**
**the cost of one replacement vehicle.**| |Amount of reserves held|Para 1.22|**Reserves of £150,000 held, sufficient to**
**meet costs of 2 years running costs**
**plus replacement of one vehicle**| |Reasons for holding zero
reserves|Para 1.22|**N/A**| |Details of fund materially in
deficit|Para 1.24|**N/A**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**N/A**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
The charity’s principal
sources of funds (including
any fundraising)|
Para 1.47|
**The Team raise funds in a variety of**
**ways. We hold collection boxes in**
**shops, pubs and hotels where the**
**general public can make small cash**
**donations. We receive donations from**
**general public who have been rescued**
**or have family members who have**
**benefitted from our services. We make**
**application to grant awarding bodies,**
**often charities but also commercial**
**organisations. We have formed a**
**Supporters club where the public**
**contribute regular amounts by standing**
**order. We also receive funds from the**
**Lake District Search and Mountain**
**Rescue Association (LDSAMRA) who**
**receive money for “Lake District**
**Mountain Rescue” and then distribute**
**funds to the LDSAMRA member teams.**| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**Investment of our funds is largely short**
**term in the form of bank interest**
**payments. We are currently raising**
**funds to build a permanent base so any**
**accrual of funds will only be until such**
**time as a building contract is placed. We**
**hold 2 years running costs and a**
**replacement vehicle fund in reserve in**
**cash form to meet any unforeseen**
**emergency.**| |A description of the principal
risks facing the charity|Para 1.46|**Risks**
**Loss of income – mitigated by holding 2**
**years reserves**
**Serious injury/death to**| **members/casualties – Risk assessment by Leaders, encouragement of team culture to look after colleagues, “its OK to say no” Mitigation against risk in our activities is provided by a high level and frequency of training. Members are required to attend a minimum level of training to remain active with the team to ensure competence stays high. Joining the team also involves a supervised induction to introduce and confirm necessary skills over a probationary period of one year.** Other ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Constitution**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**CIO**| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**Our Constitution states that our**
**Trustees shall be made up of 3 officers**
**of the Team (Leader, Chair and**
**Treasurer), 3 member Trustees elected**
**at an AGM and 3 external Trustees who**
**are approved by the Board of Trustees.**
**External Trustees have been appointed**
**from people with a knowledge of**
**mountain rescue, specialist medical**
**knowledge or other specialist**
**knowledge (eg legal expertise) of benefit**
**to the Team.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
Policies and procedures
adopted for the induction
and training of trustees|
Para 1.51|
**The process for Induction of Trustees is**
**under development to ensure Trustees**
**are aware of their responsibilities and**
**their opportunities to be effective**
**members of the Trustee Board. On-line**
**resources have been accessed and a**
**Trustee session to apply learning is**
**planned.**| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**The CIO is an affiliated member of**
**Mountain Rescue England and Wales,**
**the overseeing body for mountain**
**rescue. We are also members of the**
**Lake District Search and Mountain**
**Rescue Association (LDSAMRA), the**
**local body representing the Teams in**
**the Lake District and surrounding area.**| |Relationship with any
related parties|Para 1.51|**We work closely, when required with**
**other Emergency Agencies including**
**Police, Ambulance, Fire and**
**Coastguard, This also includes Search**
**and Rescue helicopters, and also with**
**local mountain rescue and coastal**
**teams.**| |Other||| ## **Reference and Administrative details** |Charity name|Duddon and Furness Mountain Rescue Team CIO| |---|---| |Other name the charity uses|| |Registered charity number|1173246| |Charity’s principal address|The Old Dairy| Rosside Ulverston Cumbria LA12 7NR ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Glyn Mitchell|Chair of
Trustees/External
Trustee||Board of Trustees| ||David Allan|External Trustee||Board of Trustees| ||Sian Beard|External Trustee||Board of Trustees| ||David Binks|Team Leader||Team AGM| ||John Barstow|Treasurer||Team AGM| ||John Wealthall|Team Chair|From AGM 3rdMarch
2024|Team AGM| ||Keith Nixon|Member Trustee||Team AGM| ||Patrick Gannon|Member Trustee||Team AGM| ||Christopher Gill|Member Trustee||Team AGM| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved **Director name n/a** ## Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| |||| |**n/a**||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** Description of the assets N/A held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **Type of Name Address adviser** **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details **n/a** ## **Other optional information** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** **Full name(s)** **Position (eg Secretary, Chair, etc)** **Date** Registered Charity 1173246 DUDDON AND FURNESS MOUNTAIN RESCUE TEAM CHARITABLE INCORPORATED ORGANISATION TRUSTEES, ANNUAL REPORT AND RECEIPTS AND PAYMENTS ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2024 DUDDON AND FURNESS MOUNTAIN RESCUE TEAM CHARITABLE INCORPORATED ORGANISATION REFERENCE AND ADMINISTRATIVE DETAILS FOR THE YEAR ENDED 31 DECEMBER 2024 REGISTERED CHARITY NUMBER 1173246 PftINCIPAL ADDRESS The Old Oairy R055ide Ulverston Cumbria LA12 7NR TRUSTEES Dr David Allan OBE David Binks Keith Nixon Patrick Damian Gannon Christopher Gill John Wealthall Sian Beard Glynn Mitchell John Barstow ROLE External Trustee Team Leader Member Trustee Member Trustee Member Trustee Team Chair External Trustee Chair of Trustees/External Trustee Treasurer Page 2 Registered Charlty 1173246 DUDDON AND FURNESS MOUNTAIN RESCUE TEAM CHARITABLE INCORPORATED ORGANISATION TRUSTEES. ANNUAL REPORT FOR THE YEAR ENDED 31 DECEMBER 2024 OBJEcfivES AND AcnvmES Objectlves and alms The objecti￿S of the charity are to provide a search and rescue service to lost and inlured persons in remote terrain. Sl8nlficant adlvltl•s Our maln actlvltles carrled out during the year Incl¢Jded: Call outs- 54 Incldents taklng up 1,900 person hours - TralnSn8- 47 sesslons compr151n8 shorter Snputs and full day sesslofTrS takln8 up 2645 person hours Information 5ession5 to the Beneral public including youth and other groups Membership of Local Resilience Forum to provlde speciallst support in event of major incidents in the community. Remote access support to Pollce, Ambulance and Fire Services. New base prolect- We have been engaged on a prolect to provlde a purpose bullt bèse over the last slx years. A contractor has been 3ppolnted and further ground works are under way. Completlon Is experted by March 2026. Publlc benefft Trustees have received guidance on thelr roles. Further education ft)r new Trustees is needed and a development session Is planned during 2025. All our work is prgvidid by vglunt•ers who 8lV• th•ir tlm• for s•arth and r•s¢u* and ar• a￿lIable 24 hour5 a dayi all year fguHd. Members 81¥8 iheif time to att4Ad aAd del￿•( ¥elwant tralHin8 lo eHwre skills withiA the Teaffl are fulW maiHt4ined. Members also assist with events almed at ralsln8 funds. No Team member is paid for their work in Mountaln Rescue. We alm to contribute to learning about mountain safety in our area, hostin8 Visits by the public and youth Broups. Our service to lost and iniured persons plu5 a secondary 5UPPOrt to malor sportin8 events demonstrates our commitment to supporting our local communrtv. ACHIEVEMENTS AND PERFQRMANCE We havé attended 54 call (4Jts in 2024. Tkls IAcludes r￿ue of186t persoA6, fe6£ue af iHjuied per£aHs aH4, 94 o￿a￿on. recovery of deceased per50n5 who have died In wlld or remote places. We provlded asslstance to ?mbulance Crews who are unable to access remote locatlons. We also provided sUPPOrt to community nurses and carers, thi5 in conditions of extreme weather. We a5S15ted the police force in rescue of stranded motorists. We have a dedic4ted te4m tralned In swlft water rescue who were •lso c4lled on durin8 the year. FINANCIAL REVIEW Our overall flnanclal posltlon Is strong wlth a surplus of Income over expendlture In 2024 of £118,292. Cash deposits are large In antlcipatlon of sl8nSflcènt spen(J over thls year on our Base Prolect, and a150 the need to malntaln a reserye5 contlngency. We alm to hold a re5en4e of 2 years runnln8 tosts plus a reserve to cover the t05t of one rEplacement vehlcle. ￿￿￿rVeS of £152,000 held, suffitlent to meet costs of 2 yeats runnlng costs plus replacement of one vehlde. The team ra15e funds In a varlety of ways. We hold collectlon boxes In shops, pubs and hotels where the general publlc can make small cash donation5. We receive donations from the general public who have been rescued or have family members who have benefited from our seryices. We make applications to grant awardin8 bodies, often charities but a150 commercial organisations. We have formed a supporters club where the public contribute regular amounts by standin8 order. We also receive IuAds ITeFH the Lake DistriEt Seaf£h and MouRtaiR Rescue AssociatlOA IL05AMAAI who Teceive FHgHey fer'Lake DistriEt Mountain Rescue" and then distribute funds to the LDSAMRA mernber teams. Page 3 Registered Charity 1173246 DUDDON AND FURNESS MOUNTAIN RESCUE TEAM CHARITABLE INCORPORATED ORGANISATION TRUSTEES, ANNUAL REPORT FOR THE YEAR ENDED 31 DECEMBER 2024 Investment of our fvnds is largely short term in the form of bank interest payments. We are currently raising funds to build permanent base so any accrual of funds will only be until such time as a building contract is placed. We hold 2 years runnin8 costs and a replacement vehicle fund in reseNe in ¢3sh form to meet any unforeseen emergency. The princlpal risks faced by the charity and how they are mitigated.. Loss of income- Miti8ated by holdin£ 2 years reserves Serious Injury/death to memberslcasualties- Risk assessment by Leader5. encouragement of team culture to look after colleagues. "Its OK to say no. Mltlgation against risk in our artlvitles is provided by a high level ond frequency of training. Members are required to attend a minimum level of training to remain actlve with the team to ensure competence stsys high. Joining the team also Involves a supervised induction to Introduce and confirm necessary skllls over a probationary period of one year. STRucfuRE, GOVERNANCE AND MANAGEMENT Governlng document The Charity Is governed by its Constltutlon dated March 2017. Oryanlsatlonal structure The charity is a Charltable Incorporated Or.8anisation.$overned by a Constitution approved in March 2017. We work closely, when required with other Emergency A8encie5 includin8 Pollce, Ambulance, Fire and Coastguard. This also Include5 Search and Rescue helicopters and also with local mountain rescue and coastal teams. Recrultment and appolntment ot new twstees Our constitutlon states that our Trustees shall be made up of 3 officers of the Team ILeader, Chair and Treasurer). 3 member Trustees elected at an AGM and 3 external Trustees who are approved by the board of Trustees. External Trustees have been appointed from people with a knowledge of mountaln rescue, specialist medical knowledge or other specialist knowledge le.8. legal expertise) of benefit to the Team. The process for Induction of Tru5tees1s under development to ensure Trustees are aware of their respon51bllltle5 and their opportunities to be effertive members of the Trustees Board. OTrline resources have been accessed and a Trustee session to apply learning is planned. The CIO Is an afflliated member of Mountaln Rescue England and Wales, the overseelng body for mountain Rescue. We are also members of the Lake Distrlct Search and Mountain Rescue Association ILDSAMRAI, the local body representing the Teams in the Lake Distrlct and surrounding area. We work closely, when requlred with other Emergency Agencies including Police, Ambulance, Fire and Coastguard, this also indudes Search and Rescue helicopters, and also with l¢xal mountain rescue and coastal teams. The trustees declare that they have approved the trustees, report above on 10 February 2025 Joh hall Team Chair Jo Bar Treasurer ow Page 4 Registered Charity 1173246 DUDDON AND FURNESS MOUNTAIN RESCUE TEAM CHARITABLE INCORPORATED ORGANISATION RECEIPTS AND PAYMENTS ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2024 RECEIPTS AND PAYMENTS 2024 2023 Unrestrirted Funds Restrirted Funds Total Funds Total Funds RECEIPTS Donations & legacles Grant Income Bank interest Miscellaneous income 143,195 15,500 14,375 6,642 143,195 68,400 14.375 6,642 94,986 17,161 6,455 871 52,900 Total Recelpts 179.712 52,900 232,612 119,473 PAYMENTS Operatlonal Costs Base Vehicles Equipment Consumables 17,642 6,853 3,651 6,684 17,642 6,853 3,651 6,684 18,471 6,023 16,506 3,822 Fundralslng Costs 522 522 221 Support Costs Tralning Other costs 7,330 3,723 7,330 3,723 2,225 1,722 New Base Costs 67,915 67,915 62,792 Total Payments 114.320 114,320 111,782 Net of recelpts / Ipayments) 65,392 52,900 118,292 7,691 Cash Funds brought forwards 676,805 147,659 824,464 816,773 Cash Funds urrled forwards 742,197 20Q.559 942,756 824,464 STATEMENT OF ASSEfs AND LIABILITIES Cash funds held 742,197 200,559 942,756 824,464 The ac unts were approved by the board of trustees d signed on its behalf on 10 February 2025 John Team Chair Joh Treasurer tow Page S Re8lStered Charity 1173246 DUDDON AND FURNESS MOUNTAIN RESCUE TEAM CHARITABLE INCORPORATED ORGANISATION NOTES TO THE RECEIPTS AND PAYMENTS ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2024 FUND ANALYSIS General Funds New Vehicle ReseThe Designated Funds New Base 2024 Unrestricted Funds Desi8nated Funds Restricted Funds Total Funds Funds brought forwards 150,232 72.1)(XJ 454.573 147,659 824,464 Net of receipts / Ipaymentsl in year 65,392 52,900 118,292 Transfers {135,6241 135,624 Funds carried forwards 72,000 590,197 ZOO,559 942,756 EW BASE COST The New Base costs represents the costs of purchasing land and constructing a new base which is currently in progress. 2024 2023 At cost 01101124 Additions At cost 31.12.24 64.791 67,915 132.706 64.791 64,791 As at the 31 December 2024 the Charity has assured funds of £217.5CM) still to be received which brings the total Base Fund to £1.008.256. Pa8e 6 Registered Charity 1173246 INDEPENDENT EXAMINATION REPORT TO THE TRUSTEES AND MEMBERS OF DUDDON AND FURNESS MOUNTAIN RESCUE TEAM CHARITABLE INCORPORATED ORGANISATION FOR THE YEAR ENDED 31 DECEMBER 2024 I report to the trustees on my examination of the accounts of the above charity {-the Trust.) for the year ended 31 December 2024. Responsibilities and bays of report As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Att 20111.the Arfl. I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Art and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145151{bl of the Act. Independent examiner's Statement I have completed my examination. I confim that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in a￿ordanCe with section 130 of the Act or the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding ofthe accounts to be reached. Horn te Relevant professional qualifications: FCCA. FCA JF Hornby & Co Chartered Accountants The Tower Daltongate Business Centre Ulverston LA12 7AJ Page 7 ## **Trustees’ Annual Report for the period** **From 1 Jan 24 Period start date To 31 Dec 2024 Period end date** ## **Charity name: Duddon & Furness Mountain Rescue Team CIO** ## **Charity registration number: 1173246** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**To provide a search and rescue service**
**to lost and injured persons in remote**
**terrain.**| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|**Callouts - 54 incidents taking up 1900**
**person hours**
**Training - 47 sessions comprising**
**shorter inputs and full day sessions**
**taking up 2645 person hours**
**Information sessions to the general**
**public including youth and other groups**
**Membership of Local Resilience Forum**
**to provide specialist support in event of**
**major incidents in the community.**
**Remote access support to Police,**
**Ambulance and Fire Services.**
**New Base project – We have been**
**engaged on a project to provide a**
**purpose built base over the last six**
**years. A contractor has been appointed**
**and further ground works are under**
**way. Completion is expected by March**
**2026**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Trustees have received guidance on**
**their roles. Further education for new**
**Trustees is needed and a development**
**session is planned during 2025.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|**Does not apply**| |Policy on social investment
including program related|Para 1.38|**Our service to lost and injured persons**
**plus a secondary support to major**
**sporting events demonstrates our**
**commitment to supporting our local**| |investment||**community**| |---|---|---| |Contribution made by
volunteers|Para 1.38|**All our work is provided by volunteers**
**who give their time for search and**
**rescue and are available 24 hours a day,**
**all year round. Members give their time**
**to attend and deliver relevant training to**
**ensure skills within the Team are fully**
**maintained. Member also assist with**
**events aimed at raising funds. No Team**
**member is paid for their work in**
**Mountain Rescue. We aim to contribute**
**to learning about mountain safety in our**
**area, hosting visits by the public and**
**youth groups.**| |Other||| ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|**We have attended 54 call outs in 2024.**
**This includes rescue of lost persons,**
**rescue of injured persons and, on**
**occasion, recovery of deceased persons**
**who have died in wild or remote places.**
**We provided assistance to ambulance**
**crews who are unable to access remote**
**locations. We also provided support to**
**community nurses and carers, this in**
**conditions of extreme weather.**
**We assisted the police force in rescue**
**of stranded motorists**
**We have a dedicated team trained in**
**swift water rescue who were also called**
**during the year.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
Achievements against
objectives set|
Para 1.41|| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|| |||| |---|---|---| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**Our overall financial position is strong**
**with a surplus of income over**
**expenditure in 2024 of £118,292 Cash**
**deposits are large in anticipation of**
**significant spend over this year on our**
**Base Project, and also the need to**
**maintain a reserves contingency.**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**We aim to hold a reserve of 2 years**
**running costs plus a reserve to cover**
**the cost of one replacement vehicle.**| |Amount of reserves held|Para 1.22|**Reserves of £150,000 held, sufficient to**
**meet costs of 2 years running costs**
**plus replacement of one vehicle**| |Reasons for holding zero
reserves|Para 1.22|**N/A**| |Details of fund materially in
deficit|Para 1.24|**N/A**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**N/A**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
The charity’s principal
sources of funds (including
any fundraising)|
Para 1.47|
**The Team raise funds in a variety of**
**ways. We hold collection boxes in**
**shops, pubs and hotels where the**
**general public can make small cash**
**donations. We receive donations from**
**general public who have been rescued**
**or have family members who have**
**benefitted from our services. We make**
**application to grant awarding bodies,**
**often charities but also commercial**
**organisations. We have formed a**
**Supporters club where the public**
**contribute regular amounts by standing**
**order. We also receive funds from the**
**Lake District Search and Mountain**
**Rescue Association (LDSAMRA) who**
**receive money for “Lake District**
**Mountain Rescue” and then distribute**
**funds to the LDSAMRA member teams.**| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**Investment of our funds is largely short**
**term in the form of bank interest**
**payments. We are currently raising**
**funds to build a permanent base so any**
**accrual of funds will only be until such**
**time as a building contract is placed. We**
**hold 2 years running costs and a**
**replacement vehicle fund in reserve in**
**cash form to meet any unforeseen**
**emergency.**| |A description of the principal
risks facing the charity|Para 1.46|**Risks**
**Loss of income – mitigated by holding 2**
**years reserves**
**Serious injury/death to**| **members/casualties – Risk assessment by Leaders, encouragement of team culture to look after colleagues, “its OK to say no” Mitigation against risk in our activities is provided by a high level and frequency of training. Members are required to attend a minimum level of training to remain active with the team to ensure competence stays high. Joining the team also involves a supervised induction to introduce and confirm necessary skills over a probationary period of one year.** Other ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Constitution**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**CIO**| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**Our Constitution states that our**
**Trustees shall be made up of 3 officers**
**of the Team (Leader, Chair and**
**Treasurer), 3 member Trustees elected**
**at an AGM and 3 external Trustees who**
**are approved by the Board of Trustees.**
**External Trustees have been appointed**
**from people with a knowledge of**
**mountain rescue, specialist medical**
**knowledge or other specialist**
**knowledge (eg legal expertise) of benefit**
**to the Team.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
Policies and procedures
adopted for the induction
and training of trustees|
Para 1.51|
**The process for Induction of Trustees is**
**under development to ensure Trustees**
**are aware of their responsibilities and**
**their opportunities to be effective**
**members of the Trustee Board. On-line**
**resources have been accessed and a**
**Trustee session to apply learning is**
**planned.**| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**The CIO is an affiliated member of**
**Mountain Rescue England and Wales,**
**the overseeing body for mountain**
**rescue. We are also members of the**
**Lake District Search and Mountain**
**Rescue Association (LDSAMRA), the**
**local body representing the Teams in**
**the Lake District and surrounding area.**| |Relationship with any
related parties|Para 1.51|**We work closely, when required with**
**other Emergency Agencies including**
**Police, Ambulance, Fire and**
**Coastguard, This also includes Search**
**and Rescue helicopters, and also with**
**local mountain rescue and coastal**
**teams.**| |Other||| ## **Reference and Administrative details** |Charity name|Duddon and Furness Mountain Rescue Team CIO| |---|---| |Other name the charity uses|| |Registered charity number|1173246| |Charity’s principal address|The Old Dairy| Rosside Ulverston Cumbria LA12 7NR ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Glyn Mitchell|Chair of
Trustees/External
Trustee||Board of Trustees| ||David Allan|External Trustee||Board of Trustees| ||Sian Beard|External Trustee||Board of Trustees| ||David Binks|Team Leader||Team AGM| ||John Barstow|Treasurer||Team AGM| ||John Wealthall|Team Chair|From AGM 3rdMarch
2024|Team AGM| ||Keith Nixon|Member Trustee||Team AGM| ||Patrick Gannon|Member Trustee||Team AGM| ||Christopher Gill|Member Trustee||Team AGM| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved **Director name n/a** ## Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| |||| |**n/a**||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** Description of the assets N/A held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **Type of Name Address adviser** **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details **n/a** ## **Other optional information** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** **Full name(s)** **Position (eg Secretary, Chair, etc)** **Date**