Trustees’ Annual Report for the period
From 1[st] Janury 2024 Period start date To 31[st] December 202 4 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 2024: £1,061.60 Expenditure 2024: £666.86 Balance: £4,000.89 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | All monies are held in 1 single account. |
| 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 Canoe Lifeguards (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 WV10 gPE
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 | 5 | ||
| Jane Spindler | Vice-Chair | 4 | ||
| Bridget Chambers | Treasurer | 5 | ||
| Zoe Brown | Secretary | 1 | ||
– 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 02/01/2025
Here is the summary of the accounts for Wulfruna Land & Water Lifesavers, Reg. Charity 1188565, as of 18:00 on 31/12/2024
| Opening Balance | £3,606.15 |
|---|---|
| Income | £1,061.60 |
| Expenditure | £666.86 |
| Yearly Balance: | £394.74 |
| Overall Balance: | £4,000.89 |
| General Funds | £800.69 |
| Lifesaving | £409.71 |
| OWL | £440.00 |
| Wulfruna CFRs | £1,694.10 |
| EFA | £0.00 |
| SAR | £656.39 |
| Warden | £0.00 |
| Welfare | £0.00 |
| WSALS | £0.00 |
| Petty Cash | £0.00 |
Pending income:
| Invoice Date | Description | Amount | Payee |
|---|---|---|---|
| Grand Total | £0.00 |
Pending Expenditure:
| Date | Description | Amount | Payee |
|---|---|---|---|
| 07/10/2024 | Caitlin Membership-made in error | £24.00 | Mr A J McDowell |
| Grand Total | £24.00 |
Payments made on behalf of Wulfruna Lifesavers by members:
| Date | Description | Amount | Payee |
|---|---|---|---|
| Grand Total | £0.00 |
Page 1
| INCOME | INCOME | |||
|---|---|---|---|---|
| General Funds | ||||
| Date | Ref | Description | Amount | |
| 01/01/2024 | BALANCE | £837.03 | ||
| 16/08/2024 | 48WOLVERHAMPTON | Wednesfield Canal Festival Aug23 | £15.75 | |
| 16/08/2024 | 48WOLVERHAMPTON | Good Shepherd Coffee Morning - Dec 23 | £100.00 | |
| 16/08/2024 | 48WOLVERHAMPTON | Asda store collection | £172.32 | |
| 16/08/2024 | 48WOLVERHAMPTON | Bradley Canal Festival | £5.10 | |
| 16/08/2024 | 48WOLVERHAMPTON | Wednesfield Canal Festival Aug24 | £16.43 | |
| 30/08/2024 | 45WOLVERHAMPTON | £155.00 | ||
| Sub-total | £1,301.63 | |||
| Lifesaving | ||||
| Date | Ref | Description | Amount | |
| 01/01/2024 | BALANCE | £318.66 | ||
| 09/01/2024 | WLUThompson BGC | Isaha Thompson Lifesaving Membership |
£26.00 | |
| 09/01/2024 | WLIThompson BGC | Uriah Thompson Lifesaving Membership |
£26.00 | |
| 10/01/2024 | Bowcott JM | Kacie Fellows Lifesaving Club Membership (£15 paid direct to RLSS) |
£11.00 | |
| 27/02/2024 | WLAROSIER FT | Abigail Rosier Lifesaving Membership |
£26.00 | |
| 27/02/2024 | WLGROSIER FT | Gabriella Rosier Lifesaving Membership |
£26.00 | |
| 07/10/2024 | Caitlin Membership | Payment made in error | £24.00 | |
| 27/11/2024 | WLJStrong | James Strong Lifesaving Membership |
£26.00 | |
| 27/11/2024 | WLAStrong | Alex Strong Lifesaving Membership |
£26.00 | |
| 18/12/2024 | WLLJordan | Lifesaving Membership | £26.00 | |
| Sub-total | £535.66 | |||
| OWL | ||||
| Date | Ref | Description | Amount | |
| 01/01/2024 | BALANCE | £440.00 | ||
| Sub-total | £440.00 | |||
| Wulfruna CFRs | ||||
| Date | Ref | Description | Amount | |
| 01/01/2024 | BALANCE | £1,354.07 | ||
| 25/07/2024 | FLETCHER M & KR | Wton tennis club BGC | £100.00 | |
| 16/08/2024 | 48WOLVERHAMPTON | Morrisons store collection | £280.00 | |
| Sub-total | £1,734.07 | |||
| EFA | ||||
| Date | Ref | Description | Amount | |
| Sub-total | £0.00 | |||
| SAR | ||||
| Date | Ref | Description | Amount | |
| 01/01/2024 | BALANCE | £656.39 | ||
| Sub-total | £656.39 |
Page 2
| INCOME | INCOME | |||
|---|---|---|---|---|
| Warden | ||||
| Date | Ref | Description | Amount | |
| Sub-total | £0.00 | |||
| Welfare | ||||
| Date | Ref | Description | Amount | |
| Sub-total | £0.00 | |||
| WSALS | ||||
| Date | Ref | Description | Amount | |
| Sub-total | £0.00 | |||
| Petty Cash | ||||
| Date | Ref | Description | Amount | |
| Sub-total | £0.00 | |||
| Grand Total | £4,667.75 |
Page 3
| EXPENDITURE | EXPENDITURE | EXPENDITURE | EXPENDITURE | |
|---|---|---|---|---|
| General Funds | ||||
| Date | Ref | Description | Amount | |
| 07/05/2024 | BCFEST 2024 BBP | Bradley Canal Festival Stall |
£10.00 | |
| 07/05/2024 | DISPLAY STANDS BBP | Leaflet Display Stands |
£51.77 | |
| 24/07/2024 | Bill Payment - 157757 BBP | RLSS Annual Club Membership |
£132.00 | |
| 02/09/2024 | Gazebo and Sides |
£307.17 | ||
| Sub-total | £500.94 | |||
| Lifesaving | ||||
| Date | Ref | Description | Amount | |
| 07/05/2024 | UKI000067 BBP | Lifesaving Member Payments |
£60.00 | |
| 02/09/2024 | Rookie Progress Books |
£65.95 | ||
| Sub-total | £125.95 | |||
| OWL | ||||
| Date | Ref | Description | Amount | |
| Sub-total | £0.00 | |||
| Wulfruna CFRs | ||||
| Date | Ref | Description | Amount | |
| 07/05/2024 | CFR POLO SAMPLE 2 BBP |
CFR Uniform Polo Shirt Sample 1 |
£21.98 | |
| 07/05/2024 | CFR POLO SAMPLE 1 BBP |
CFR Uniform Polo Shirt Sample 2 |
£17.99 | |
| Sub-total | £39.97 | |||
| EFA | ||||
| Date | Ref | Description | Amount | |
| Sub-total | £0.00 | |||
| SAR | ||||
| Date | Ref | Description | Amount | |
| Sub-total | £0.00 |
Page 4
| EXPENDITURE | EXPENDITURE | |||
|---|---|---|---|---|
| Warden | ||||
| Date | Ref | Description | Amount | |
| Sub-total | £0.00 | |||
| Welfare | ||||
| Date | Ref | Description | Amount | |
| Sub-total | £0.00 | |||
| WSALS | ||||
| Date | Ref | Description | Amount | |
| Sub-total | £0.00 | |||
| Petty Cash | ||||
| Date | Ref | Description | Amount | |
| Sub-total | £0.00 | |||
| Grand Total | £666.86 |
Page 5