2021-12-31-accounts - The Lake District Search And Mountain Rescue Association

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THE LAKE DISTRICT SEARCH AND MOUNTAIN RESCUE ASSOCIATION

ANNUAL REPORT 2021

PRESENTED AT THE ANNUAL GENERAL MEETING

9TH MARCH 2022

A CIO (CHARITABLE INCORPORATED ORGANISTION) NO. 1191015

Our Object

FOR THE PUBLIC BENEFIT TO RELIEVE SUFFERING AND DISTRESS AMONGST PERSONS ENDANGERED BY ACCIDENTS OR NATURAL HAZARDS AND TO PROVIDE ADEQUATE ARRANGEMENTS FOR THE SECURE AND EFFICIENT SEARCH AND RESCUE OF ANY PERSON OR PERSONS SO ENDANGERED PRIMARILY IN CUMBRIA AND THE SURROUNDING AREA, IN PARTICULAR BUT NOT EXCLUSIVELY BY: -

----- Start of picture text -----
680
INCIDENTS
IN 2021
580
INCIDENTS IN
2019 (PRE-COVID)
400
TEAM
MEMBERS
12
TEAMS
----- End of picture text -----

PROMOTING, CO-ORDINATING AND SECURING ADEQUATE SEARCH AND RESCUE ARRANGEMENTS, AND ASSISTING ELSEWHERE IF CALLED UPON IN ANY SEARCH AND RESCUE OPERATION,PRIMARILY IN MOUNTAINOUS AREAS OF CUMBRIA; Our Team Values

UNDERTAKING PUBLICITY WHERE NECESSARY IN ORDER TO INFORM OR EDUCATE THE PUBLIC IN ALL ASPECTS OF MOUNTAIN SAFETY;

REPRESENTING AND SUPPORTING MEMBER RESCUE TEAMS BY SPEAKING COLLECTIVELY ON THEIR BEHALF, PROMOTING SOCIAL INTERCOURSE BETWEEN THEM, AND PROVIDING THEM WITH HELP, GUIDANCE, TRAINING, FUNDING, AND ADVICE, INCLUDING THE FACILITY TO RAISE FUNDS.

report from the chair

Introduction

Welcome to the 2021 annual report that offers an insight into the work of the 12 LDSAMRA teams and includes the official statistics for the past twelve months up to the end of 2021. Two years of the pandemic has placed tremendous challenges for our 400 volunteers in protecting both ourselves and those who needed our support. An extremely busy year with record numbers of callouts. On a personal level I am extremely proud in the way our team members have stepped up to the mark, maintained operational capability whilst man-aging affairs at home and work.

It is now 12 months since the Red Screes incident, and it would be remiss not reflect and to pass our best wishes to Chris and Carol Lewis. Also, to the Patterdale Team who have rallied round the family. His tragic accident has impacted on so many across the country and re-minds us of the risks and sacrifices that are taken to help others in need of our service.

The year in statistics

The total number of ‘999’ calls managed in 2021 was 680, tragically included 23 fatalities. This compares with 580 incidents in 2019 (pre pandemic) including 17 fatalities. 22% of the 2021 incidents were truly avoidable with 150 lost or overdue. This compares with 146 lost or missing in 2019 (25%). Effective planning, taking the right equipment and knowing how to use it has gone a long way to reducing the numbers of avoidable callouts. As a busy region of 12 teams, we have heavily invested in the Adventure Smart initiative both financially and effort spent getting the messages across. Visitors have been encouraged to visit https://www.adventuresmart.uk , be AdventureSmart and make their good day better. Thanks to Nick Owen who leads on this LDSAMRA project.

2022 is now seeing similar increases with 104 incidents during the first 2 months of the year compared to only 77 incidents in 2019. I suspect the current uncertainty with the economy and the current events in mainland Europe will continue to encourage the staycation groups to the Lake District.

Achievements

Throughout the spring and summer of 2021 LDSAMRA attended weekly Tactical LRF meetings to prepare Cumbria for the anticipated onslaught of visitors. Positives for LDSAMRA included the successful bid for £15,000 to enhance / upgrade the AdventureSmart website. We are now working on Cumbria’s plans for 2022 and have submitted two significant LDSAMRA grant applications for further funding and the formation of an LRF Adventure Smart working group.

In conclusion, I would like to thank you, our twelve member teams and our many supporters, without whose help and donations we would not exist. I would also like to thank our Cumbria Police colleagues and all our other agencies with whom we work. Also, thanks must go to our 400 volunteer team members and their families for their limitless commitment and support. Finally, thanks to the LDSAMRA Officers, working groups and sub-committees for their dedication, support, and work over the past twelve months. A special thanks to John Carlin and Mike Gullen who are stepping down from their key LDSAMRA positions of Secretary and Water Officer, respectively.

Richard Warren Chairman LDSAMRA, March 2022.

Actual Results 12 Months to December 2021 £ £ 77,582.21 163,744.09 41.74 - - - 481.04 241,849.08 -1,452.91 -10,199.83 -9,888.10 - -198.00 -400.49 -22,139.33 -41,951.36 178.40 - - -1,248.25 -43,021.21 176,688.54	Actual Results 12 Months to December 2021 £ £ 77,582.21 163,744.09 41.74 - - - 481.04 241,849.08 -1,452.91 -10,199.83 -9,888.10 - -198.00 -400.49 -22,139.33 -41,951.36 178.40 - - -1,248.25 -43,021.21 176,688.54	Actual Results 12 Months to December 2020 £ £ 425,167.87 303,581.63 378.19 5,482.81 - 1,383.68 735,994.18 -2,876.13 -3,111.73 -5,915.93 -284.00 -256.00 -1,043.28 -13,487.07 -13,596.00 -11,966.40 -4,500.00 -3,945.83 -13,026.48 -47,034.71 675,472.40	Actual Results 12 Months to December 2020 £ £ 425,167.87 303,581.63 378.19 5,482.81 - 1,383.68 735,994.18 -2,876.13 -3,111.73 -5,915.93 -284.00 -256.00 -1,043.28 -13,487.07 -13,596.00 -11,966.40 -4,500.00 -3,945.83 -13,026.48 -47,034.71 675,472.40
-1,452.91 -10,199.83 -9,888.10 - -198.00 -400.49		-2,876.13 -3,111.73 -5,915.93 -284.00 -256.00 -1,043.28
-41,951.36 178.40 - - -1,248.25		-13,596.00 -11,966.40 -4,500.00 -3,945.83 -13,026.48

	176,688.54		675,472.40

Grants to Teams 9 Net (Expenditure) / Income After Grants Bank Balances Brought Forward Bank Balances Carried Forward Virgin Charity Deposit Account Mansfield Building Society Total Funds Represented by Restricted Funds Pappagallino Fund via the Cumbria Community Foundation 15,725.27 Chris Lewis Support Fund - Designated Funds Rescue 2020 Fund 162,000.00 Command and Control Training - Drone Expenditure 27,450.42 January 2021 Team Bids 21,547.34 Unrestricted Funds	-292,447.02	16,973.52 -	-517,000.00
	-115,758.48 272,341.79		158,472.40 113,869.39
	156,583.31 81,000.00 81,000.00		272,341.79 81,000.00 81,000.00
	318,583.31		434,341.79
	15,725.27 210,997.76 91,860.28		16,973.52 228,519.22 188,849.05
162,000.00 - 27,450.42 21,547.34		162,000.00 6,084.22 60,435.00 -

	318,583.31		434,341.79

Notes to the Accounts

1 Included in the 2020 Donations Income figures was the property in Ambleside gifted by Mrs PG Evans, which generated a net amount of £346.0k after all costs, leaving £79.2k of other donations for the year. Ignoring this, the donations for 2021 are on par with the 2020 levels. Significant donations during the year were £7,500 from The Herdy Company, £10,000 from Dr Charles Vaillant and £10,000 from The Goodacre Benevolent Fund.
2 In February we received an interim £10.0k distribution from the estate of Royston Jackson and in July we received a final £4.2k distribution from the estate of Mr Beverley Kell. In September we received £20.0k from Edward Fidler’s estate plus £22.5k from the late Robert Jones. In October we were left £62.7k by the late Leonard Atkinson and given a further £10.0k from the Late Robert Jones. In November we received a legacy of £10.0k from Edward Stripp and in December the final distribution of £24.4k from Royston Jackson was received. As a comparative, in 2020 we received a final distribution of £16.8k from the estate of Jacqueline Titterton of St. Asaph, a legacy of £178.4k from the estate of Pearl Owen of Brighouse, two distributions totalling £28.2k from the estate of Joan Barker, a legacy of £68.7k from the estate of Sylvia Lloyd, and an interim distribution of £11.5k from the estate of Mr Beverley Kell.
3 The Gift Aid and VAT claims for 2020 and 2021 are in progress. As a comparative, the VAT claim for 2018 of £3,499 was received in February 2020 and the VAT claim for 2019 of £1,984 was received in March 2020.
4 Following the accident to Chris Lewis, LDSAMRA was requested to facilitate the fundraising effort. We were very happy to assist and set up a campaign page on the LDSAMRA JustGiving website with the story written by Patterdale MRT and links to the BBC coverage. To the end of May, the campaign from Just Giving and cheques received directly raised £1,039k. This was paid over to the trust fund set up for Chris. A further £4.7k representing the amounts raised in June to August has also been paid over to the trust. There are some smaller amounts to be collated and handed over in due course.
5 Officers’ expenses are significantly down on last year due to COVID-19.
6 £9.3k has been spent on purchasing laptops for the silver group, funded mostly from a donation made a couple of years ago, topped up by LDSAMRA. This compares to 2020 when £2.1k was spent on re-developing the region's website, and a new laptop with ancillaries for the region for £0.9k.
7 Training costs relate entirely to SRT training and Winter training deposits. And contributions from member teams for this have yet to be recovered.
8 Funding of £15,000 has been received from the Lake District National Park Authority, of which £14.8k has been spent on AdventureSmart. The balance of £0.2k is shown here as income effectively.
9 During the year, the region has distributed £198.0k to member teams from general funds, as normal distributions. In addition, to the end of December, £72.5k has been distributed to 7 teams because of the bid process in January: a further £21.5k is earmarked for distribution to those teams who made bids. We have managed to extend the grant claim period to the end of March 2022 for the £45.0k to be funded by the Pappagallino Fund.

Summary

As at the end of December, LDSAMRA held £156.6k of general funds, of which £15.7k is restricted and £49.0k designated for certain funding, leaving £91.9k of unrestricted funds.

Additionally, as at the end of December the region held £162.0k of Rescue 2020 funds (after topping up to the agreed level), split equally between the Virgin Charity Deposit Account and the Mansfield Building Society. As regards the future use of the Rescue 2020 fund, the region has received an application from Duddon & Furness MRT to cover the fit out of their base, which is detailed below. In addition, the region understands that there are still two potential applications, the first being a joint application from Penrith MRT/COMRU for a contribution to build a new base, the second from Coniston MRT to create a more ‘fit for purpose’ base.

DFMRT applied in early 2019 for a grant to build a new base at Foxfield, and LDSAMRA granted £50k from the Rescue 2020 fund. As of November 2021, DFMRT had secured £625k of the £650k required for the build phase, but still needed a further £100k for the fit out. Since then, the £25k shortfall for the build phase has been funded by another team within the region, which will enable the build to commence. DFMRT are now seeking a contribution for the basic fit-out of their base. The LDSAMRA trustees have discussed the application and propose to fund 50% of the fit-out cost of their base, i.e., £50k, from Rescue 2020 funds.

On the basis of the above-mentioned unrestricted funds and the proposed Rescue 2020 contribution, together known future income and expenditure, a general distribution of £5,000 per team is recommended during January.

John Bamforth BSc FCA MBA

LDSAMRA Treasurer

Margaret Burns A.C.M.A. C.G.M.A. 1[st] March 2022 Independent Examiner

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name The Lake District Search And Mountain Rescue Association members of On accounts for the year 31 December 2021 Charity no 1191015 ended (if any) Set out on pages 1-4 (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2021. Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:

the accounting records were not kept in accordance with section 130 of the Charities Act; or
the accounts did not accord with the accounting records; or
• the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Please delete the words in the brackets if they do not apply.

Signed: Date: 1[st] March 2022 Name: M.E. Burns Relevant professional ACMA CGMA qualification(s) or body (if any): Address: 2 High street

Oct 2018

IER

Bigrigg

Cumbria CA22 2TR

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

None

Oct 2018

IER

T H E L A K E D I S T R I C T S E A R C H A N D M O U N T A I N R E S C U E A S S O C I A T I O N W W W . L D S A M R A . O R G . U K • 2 0 2 1 A N N U A L R E P O R T