OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2022-12-31-accounts

Trustees’ Annual Report for the period

From 1[st] Janury 2022 Period start date To 31[st] December 202 2 Period end date

Charity name: Wulfruna Land & Water Lifesavers

Charity registration number: 1188565

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document
Para 1.17 The objects for which the CIO is
established is to further the saving of
lives, whether by prevention or rescue,
for the public benefit in on or near water
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
Providing lifesaving skills and training
to the community for people aged 8
years and older.
Providing community first responders
onbehlf of West Midlands Ambulance
Service University NHS Foundation
Trust.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para 1.18 The trustees are happy that objectives
and activities listed above, have been
and continue to be met by its work.
The trustees are satisfied with the
Charity Commission’s guidance on
public benefit.

Additional information (optional) You may choose to include further statements where relevant about:


SORP reference
Policy on grant making Para 1.38 N/A
Policy on social investment
including program related
investment
Para 1.38 N/A
Contribution made by
volunteers
Para 1.38 Vounteers provide their time free of
charge when representing the charity.
Volunteers are reimbursed for any
expenditure made onbehalf of the
charity agreed with committee with
appropriate receipts/invoices supplied.
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 The charity continues to award
participants of its programmes with
relevant awards when achieved; the
awards mainly issued are those from
The Royal Life Saving Society UK (RLSS
UK).
Volunteers have attended various 999
calls within the community, helping to
stablisie patients prior to the arrival of
paramedic crews.

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 Income 2022: £8,051.95
Expenditure 2022: £7,153.39
Balance: £7,095.53 (£4,469.85 belongs to
Dudley CFRs)
Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22 All monies are held in 1 single account,
with money allocated for Dudley CFRs
until such a time they are in position to
set-up their own charity with their own
trustees.
Amount of reserves held Para 1.22 0
Reasons for holding zero
reserves
Para 1.22 In the accounts, money is allocated
against its planned works and projects
for each section within the charity.
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
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46
A description of the principal
risks facing the charity
Para 1.46
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)
Para 1.25 Constitution CIO Foundation Model
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 Trustees are elected by votes cast at the
AGM and serve a minimum of 3-years in
office as detailed in the constitution.

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 charity’s organisational
structure and any wider
network with which the
charity works
Para 1.51
Relationship with any related
parties
Para 1.51
Other

Reference and Administrative details

Charity name Wulfruna Land & Water Lifesavers
Other name the charity uses WLWLS (Working name)
Wolverhampton Prepared (Working name)
Wolverhampton Save a Life (Working name)
Wulfruna CFRs (Working name)
Wulfruna Lifesavers (Working name)
Wulfruna Rescue (Working name)
Wulfruna Search & Rescue (Working name)
Registered charity number 118565
Charity’s principal address The Church of The Good Shepherd
Second Avenue
Low Hill
WOLVERHAMPTON

WVIO 9PE

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)
Adrian McDowell Chair 3
Jane Spindler Vice-Chair 2
Bridget Chambers Treasurer 3
Chris Carnegie SafetyOfficer 2

– 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 N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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
adviser
Name
Address
Name
Address
N/A

Name of chief executive or names of senior staff members (Optional information)

N/A

Exemptions from disclosure

Reason for non-disclosure of key personnel details

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) Adrian John M[c] Dowell

Position (eg Secretary, Chair Chair, etc) Date 29/12/2023

Here is the summary of the accounts for Wulfruna Land & Water Lifesavers, Reg. Charity 1188565, as of 18:00 on 31/12/2022

Opening Balance £6,196.97 £694.48
1
-549.155
£4,469.85 2
Income £8,051.95
Expenditure £7,153.39
Yearly Balance: £898.56
Overall Balance: £7,095.53
General Funds £1,243.63
Summer Ball 2022 -£1,098.31
Lifesaving £179.16
OWL £440.00
Dudley CFRs £5,019.00
Wulfruna CFRs £655.66
EFA £0.00
SAR £656.39
Warden £0.00
Welfare £0.00
Petty Cash £0.00
Pending income:
Invoice Date
Description Amount Payee
Grand Total £0.00
Pending Expenditure:

Date

Description
Amount Payee
Grand Total £0.00
Payments made on behalf of Wulfruna Lifesavers by members:
Date
Description
Amount Payee
Grand Total £0.00

1 Actual general funds balance due to 50% coverage of Summer Ball deficit

2 Actual Dudley CFR funds balance due to 50% coverage of Summer Ball deficit

Page 1

INCOME

General Funds

Date Ref Description Amount
01/01/2022 BALANCE £1,060.33
30/01/2022 Clair Horne (PayPal) Donation £9.41
28/02/2022 4596896337858530 Amazon Smile £8.99
09/05/2022 984393939864545 Amazon Smile £5.00
06/06/2022 100006 REM Event donations/Cake Sales £48.00
06/06/2022 100007 REM Event donations/Cake Sales £58.00
06/06/2022 100008 REM Event donations/Cake Sales £59.66
06/06/2022 100009 REM Event donations/Cake Sales £25.00
06/06/2022 100010 REM Event donations/Cake Sales £78.00
15/11/2022 4345648798486740 Amazon Smile £11.24
Sub-total £1,363.63
Summer Ball 2022
Date Ref Description Amount
27/04/2022 T Clarke Summer Ball 22 £105.00
05/05/2022 Clift DA Summer Ball 22 £70.00
05/05/2022 McDowell AJ Summer Ball 22 £105.00
06/05/2022 ADE DUDLEY BALL Summer Ball 22 £175.00
07/05/2022 Helen Broadhurst (PayPa lSummer Ball 22 £67.67
11/05/2022 Sarah Leigh (PayPal) Summer Ball 22 £140.00
16/06/2022 J Tolley Summer Ball 22 £105.00
18/05/2022 ADE DUDLEY BALL Summer Ball 22 £350.00
22/05/2022 Nightingale Jenna (PayPa Summer Ball 22 £67.67
23/05/2022 Miss B Chambers Summer Ball 22 £105.00
25/05/2022 Hazel Ellett (PayPal) Summer Ball 22 £33.68
27/05/2022 ADE DUDLEY BALL Summer Ball 22 £140.00
01/06/2022 Ann Wallace (PayPal) Summer Ball 22 £70.00
06/06/2022 ADE DUDLEY BALL x2 Summer Ball 22 £140.00
07/06/2022 T Clarke Summer Ball 22 £70.00
07/06/2022 Jacqueline Salter Summer Ball 22 £35.00
08/06/2022 S Robinson Summer Ball 22 £70.00
08/06/2022 LE GR J Summer Ball 22 £35.00
09/06/2022 Melanie Baker Summer Ball 22 £140.00
09/06/2022 J Clinton Summer Ball 22 £70.00
10/06/2022 Sarah Leigh (PayPal) Summer Ball 22 £30.00
13/06/2022 Carl Dixon (PayPal) Summer Ball 22 £245.00
14/06/2022 Carl Dixon (PayPal) Summer Ball 22 £30.00
14/06/2022 Lisa Clinton (PayPal) Summer Ball 22 £67.67
16/06/2022 K Dhanjal Summer Ball 22 £105.00
17/06/2022 Miss B Chambers Summer Ball 22 £140.00
27/06/2022 Miss B Chambers Summer Ball 22 £35.00
Sub-total £2,746.69
Lifesaving
Date Ref Description Amount
01/01/2022 BALANCE £17.00
12/01/2022 WOLVERHAMPTON CC BG
Ward Funds Application:
Bushbury North Cllr Paul
Appleby
£1,700.00
18/01/2022 BROWN Z Survive and Save Pack £26.00
16.02.2022 WLIPawlowski Igor RLSS Membership £25.00
16.02.2022 WLOPawlowski Oscar RLSS Membership £25.00
25.03.2022 WLSThomas
Sam RLSS Membership
£25.00
05.04.2022 WOLVERHAMPTON CC BG
Ward Funds Application:
Bushbury North Cllr Alan
Butt
£400.00
04/05/2022 Carbz Solutions Limited Donation £400.00
12/10/2022 BROWN Z Aiden and Rhys Memberships £62.00
12/10/2022 Satbinder Dhamret Cameron's membership £25.00
26/10/2022 Dhamret CS Ranvir's membership £26.00
26/10/2022 Mr A J McDowell Niamh and Caitlin Membershi p
£22.00
31/10/2022 M Marrion S.Salustro Membership £26.00
31/10/2022 M Marrion S.Salustro Membership £26.00
15/11/2022 C Faulkner Adam Birch Membership £26.00
15/11/2022 C Faulkner Joshua Birch Membership £26.00
Sub-total £2,857.00
Page 2
Date Ref Description Amount
01/01/2022 BALANCE £1,060.33
30/01/2022 Clair Horne (PayPal) Donation £9.41
28/02/2022 4596896337858530 Amazon Smile £8.99
09/05/2022 984393939864545 Amazon Smile £5.00
06/06/2022 100006 REM Event donations/Cake Sales £48.00
06/06/2022 100007 REM Event donations/Cake Sales £58.00
06/06/2022 100008 REM Event donations/Cake Sales £59.66
06/06/2022 100009 REM Event donations/Cake Sales £25.00
06/06/2022 100010 REM Event donations/Cake Sales £78.00
15/11/2022 4345648798486740 Amazon Smile £11.24
Sub-total £1,363.63
Summer Ball 2022
Date Ref Description Amount
27/04/2022 T Clarke Summer Ball 22 £105.00
05/05/2022 Clift DA Summer Ball 22 £70.00
05/05/2022 McDowell AJ Summer Ball 22 £105.00
06/05/2022 ADE DUDLEY BALL Summer Ball 22 £175.00
07/05/2022 Helen Broadhurst (PayPa lSummer Ball 22 £67.67
11/05/2022 Sarah Leigh (PayPal) Summer Ball 22 £140.00
16/06/2022 J Tolley Summer Ball 22 £105.00
18/05/2022 ADE DUDLEY BALL Summer Ball 22 £350.00
22/05/2022 Nightingale Jenna (PayPa Summer Ball 22 £67.67
23/05/2022 Miss B Chambers Summer Ball 22 £105.00
25/05/2022 Hazel Ellett (PayPal) Summer Ball 22 £33.68
27/05/2022 ADE DUDLEY BALL Summer Ball 22 £140.00
01/06/2022 Ann Wallace (PayPal) Summer Ball 22 £70.00
06/06/2022 ADE DUDLEY BALL x2 Summer Ball 22 £140.00
07/06/2022 T Clarke Summer Ball 22 £70.00
07/06/2022 Jacqueline Salter Summer Ball 22 £35.00
08/06/2022 S Robinson Summer Ball 22 £70.00
08/06/2022 LE GR J Summer Ball 22 £35.00
09/06/2022 Melanie Baker Summer Ball 22 £140.00
09/06/2022 J Clinton Summer Ball 22 £70.00
10/06/2022 Sarah Leigh (PayPal) Summer Ball 22 £30.00
13/06/2022 Carl Dixon (PayPal) Summer Ball 22 £245.00
14/06/2022 Carl Dixon (PayPal) Summer Ball 22 £30.00
14/06/2022 Lisa Clinton (PayPal) Summer Ball 22 £67.67
16/06/2022 K Dhanjal Summer Ball 22 £105.00
17/06/2022 Miss B Chambers Summer Ball 22 £140.00
27/06/2022 Miss B Chambers Summer Ball 22 £35.00
Sub-total £2,746.69
Lifesaving
Date Ref Description Amount
01/01/2022 BALANCE £17.00
12/01/2022 WOLVERHAMPTON CC BG
Ward Funds Application:
Bushbury North Cllr Paul
Appleby
£1,700.00
18/01/2022 BROWN Z Survive and Save Pack £26.00
16.02.2022 WLIPawlowski Igor RLSS Membership £25.00
16.02.2022 WLOPawlowski Oscar RLSS Membership £25.00
25.03.2022 WLSThomas
Sam RLSS Membership
£25.00
05.04.2022 WOLVERHAMPTON CC BG
Ward Funds Application:
Bushbury North Cllr Alan
Butt
£400.00
04/05/2022 Carbz Solutions Limited Donation £400.00
12/10/2022 BROWN Z Aiden and Rhys Memberships £62.00
12/10/2022 Satbinder Dhamret Cameron's membership £25.00
26/10/2022 Dhamret CS Ranvir's membership £26.00
26/10/2022 Mr A J McDowell Niamh and Caitlin Membershi p
£22.00
31/10/2022 M Marrion S.Salustro Membership £26.00
31/10/2022 M Marrion S.Salustro Membership £26.00
15/11/2022 C Faulkner Adam Birch Membership £26.00
15/11/2022 C Faulkner Joshua Birch Membership £26.00
Sub-total £2,857.00
Page 2
Date Ref Description Amount
01/01/2022 BALANCE £17.00
Ward Funds Application:
12/01/2022 WOLVERHAMPTON CC BG Bushbury North Cllr Paul £1,700.00
Appleby
18/01/2022 BROWN Z Survive and Save Pack £26.00
16.02.2022 WLIPawlowski Igor RLSS Membership £25.00
16.02.2022 WLOPawlowski Oscar RLSS Membership £25.00
25.03.2022 WLSThomas Sam RLSS Membership £25.00
Ward Funds Application:
05.04.2022 WOLVERHAMPTON CC BG Bushbury North Cllr Alan £400.00
Butt
04/05/2022 Carbz Solutions Limited Donation £400.00
12/10/2022 BROWN Z Aiden and Rhys Memberships £62.00
12/10/2022 Satbinder Dhamret Cameron's membership £25.00
26/10/2022 Dhamret CS Ranvir's membership £26.00
26/10/2022 Mr A J McDowell Niamh and Caitlin Membership £22.00
31/10/2022 M Marrion S.Salustro Membership £26.00
31/10/2022 M Marrion S.Salustro Membership £26.00
15/11/2022 C Faulkner Adam Birch Membership £26.00
15/11/2022 C Faulkner Joshua Birch Membership £26.00
Sub-total £2,857.00
Page 2
INCOME INCOME
OWL
Date Ref Description Amount
01/01/2022 BALANCE £320.00
06/06/2022 100005 REM OWL Assessments £120.00
Sub-total £440.00
Dudley CFRs
Date Ref Description Amount
01/01/2022 BALANCE £3,815.05
19/01/2022 STBGE OLD ED LDG Donation £250.00
11.02.2022 T Clarke Donation £30.00
28.02.2022 A McDowell DCFR Cake Sale £10.00
28.02.2022 T Clarke DCFR Cake Sale £10.00
28.02.2022 A Nicholls DCFR Cake Sale £20.00
01.03.2022 T Clarke DCF Cake Sale £10.00
31/07/2022 Salli Gage (PayPal) Donation £291.00
21/06/2022 100011 REM Summer Ball Raffle £400.00
21/06/2022 100012 REM Summer Ball Donations £15.00
11/11/2022 WMAS GBC Fuel expenses £78.96
15/12/2022 Evans RL Dudley CFR Raffle £40.00
15/12/2022 T Clarke Dudley CFR Raffle £312.00
16/12/2022 Dixon CA Dudley CFR Raffle £110.00
19/12/2022 Kerry Hambly Chase £50.00
Sub-total £5,442.01
Wulfruna CFRs
Date Ref Description Amount
01/01/2022 BALANCE £328.20
21/06/2022 100011 REM Summer Ball Raffle £400.00
21/06/2022 100012 REM Summer Ball Donations £15.00
Sub-total £743.20
EFA
Date Ref Description Amount
Sub-total £0.00
SAR
Date Ref Description Amount
01/01/2022 BALANCE £656.39
Sub-total £656.39
Warden
Date Ref Description Amount
Sub-total £0.00
Welfare
Date Ref Description Amount
Sub-total £0.00
Petty Cash
Date Ref Description Amount
Sub-total £0.00
Grand Total £14,248.92

Page 3

EXPENDITURE EXPENDITURE
General Funds
Date Ref Description Amount
13/07/2022 SIN011451 RLSS Club Mem £120.00
Sub-total £120.00
Summer Ball 2022
Date Ref Description Amount
04.02.2022 57-5600 Ball 2022 Copthorne Hotel
Summer Ball
Deposit
£830.00
21.02.2022 INV0619 Summer ball
band deposit
£131.25
08/04/2022 57-5619 Ball 2022 Copthorne Hotel
Summer Ball
2nd Deposit
£830.00
17/06/2022 INV0619 Summer ball
band balance
£393.75
24/05/2022 57-56BB Copthorne Hotel
Summer Ball
Balance
£1,660.00
Sub-total £3,845.00
Lifesaving
Date Ref Description Amount
03/05/2022 SQU000288 Lifesaving
Equipment
£2,089.70
13/07/2022 SQU00032 Survive & Save
Registrations
£221.95
28/11/2022 Mr A J McDowell Platinum
Medallions
£108.00
28/11/2022 Jax First Aid #57571 Training
Consumables
£68.19
28/11/2022 SIN011770 RLSS Club
Memberships
£190.00
Sub-total £2,677.84
OWL
Date Ref Description Amount
Sub-total £0.00

Page 4

EXPENDITURE EXPENDITURE EXPENDITURE EXPENDITURE
Dudley CFRs
Date Ref Description Amount
09/05/2022 AJ Timmins Dudley Ca Scheme CAR
Tax & Insurance
£113.49
16/06/2022 Carl Dixon Asda Fuel Scheme Car Fuel £73.51
24/08/2022 Carl Dixon Asda Tesco Scheme Car Fuel £76.03
16/09/2022 Sarah Trevalen Home
Bargains

Scheme Car
Torch and
Batteries
£9.98
18/11/2022 Sarah Trevalen Scheme Car Fuel £150.00
Sub-total £423.01
Wulfruna CFRs
Date Ref Description Amount
14/01/2022 First Rescue Train G3 AED Pads
Twin Pack
£87.54
Sub-total £87.54
EFA
Date Ref Description Amount
Sub-total £0.00
SAR
Date Ref Description Amount
Sub-total £0.00
Warden
Date Ref Description Amount
Sub-total £0.00
Welfare
Date Ref Description Amount
Sub-total £0.00
Petty Cash
Date Ref Description Amount
Sub-total £0.00
Grand Total £7,153.39

Page 5