Trustees’ Annual Report for the period
From 31 October 2022 Period start date to 31 Oct 2023 Period end date
Charity name: Paddlers for Life Windermere
Charity registration number: 1200841
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To relieve sickness and protect and preserve good health for persons facing cancer, in particular but not exclusively breast cancer, or persons in need of rehabilitation as a result of such illness within Cumbria and Lancashire by providing or assisting in the provision for physical activity and recreation, notablyDragon Boating. |
| 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 |
Organise weekly paddling sessions weather permitting, coaching and training sessions for the team during the summer months. Regular attendance by 30+ paddlers from a current membership of 90. Paying for a safety boat and always having regard to Health and Safety matters on and off the water. Funding raised is used for Maintenance and Storage of the Dragon Boats, any kit which is purchased for the team. Organising fundraising events and other off-water support events during the winter months. Giving talks - not only to raise funds but also awareness of our Charity’s aims. We use display boards and distribute leaflets to raise our profile in various locations including local hospitals. Our Charity supports any of our members who become unable to paddle by offering a non-paddling membership in order that they continue to enjoy the friendship and support. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public |
Para 1.18 | As a Charity we have regard to the guidance issued by the Charity Commission on public benefit and seek to continue to carry out our purposes as detailed above |
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 | Our Charity relies greatly on volunteers for its success. The Board of Trustees is entirely made up of volunteers who are also members and have experience of Breast Cancer. Our helms are all volunteers – including 2 female cancer survivors and 4 male supporters (all members). Our support boat drivers are also from our membership and volunteers whom we have financed in training. We benefit from countless hours of help from our families, friends and local businesses who continually support and strengthen our team. |
| Other | We also benefit from being able to use the Low Wood Watersports Centre where we store our boats and from where we paddle each week. |
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 hold weekly paddling sessions in the summer months. These sessions improve the fitness and reduce the effects of cancer and its treatment on our members, most of whom have, or have had, breast cancer. In June we held a fund-raising event, the Solstice Paddle. We paddled for 20+ miles, the length of Windermere and back. This was both an excellent team event and increased our profile locally in both the private and business community. The above events benefit our members through improved physical fitness and endurance, wellbeing and support for each other as Breast Cancer survivors. We have also raised a significant amount for our Charity through our annual fundraising Coffee Morningin Silverdale. Our fundraisingevents are |
crucial to keep us afloat. We have established a Donations page and increased our profile and regularly update our Facebook profile. We have used these fundraising events as an opportunity to raise awareness of breast cancer and the side effects of treatment such as Lymphoedema. Dragon boating helps to reduce the impact of these side effects on our members’ lives.
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | N/A |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | N/A |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other | N/A |
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the end of the financial year PfL Windermere had £19691 in its bank accounts. |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Paddlers for Life Windermere’s policy is to hold sufficient reserves to cover any unforeseen expenses that may occur e.g. boat replacement, safety equipment, repairs etc. We fundraise in advance for an international breast cancer event that will take place in France in August 2026. Funds are required for registration in 2024 (£400 per team member). Coronavirus has impressed on us the need to maintain ample reserves as we still had to pay full rent etc. during 2020 when we were unable topaddle or raise funds. |
| Amount of reserves held | Para 1.22 | £9000 |
| 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 | There are currently no uncertainties about Paddlers for Life Windermere continuing to operate. |
|---|---|---|
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 | Membership fees currently £40 per person per year. Silverdale Coffee morning £2092 Online donation site - £302 |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | PfL Windermere does not have a separate investment policy. All excess funds are kept in a deposit account with instant access. |
| A description of the principal risks facing the charity |
Para 1.46 | If we could not raise enough funds each year to pay our rent to the Low Wood Hotel/Watersports Centre we would not be able to provide beneficial paddling sessions for breast cancer survivors. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution plus additional Rules & By- laws |
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 |
Para 1.25 | Invitation to apply. Nominations to be proposed and seconded by members. Election at AGM. Guidance through publications from Charity Commission – Essential Trustee – What you need to Know. All current Trustees available for advice if members are interested |
trustees in the role.
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 | Copy of Constitution and Annual Report and Accounts. Any other relevant literature from Charity Commission |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Currently managed by 5 Trustees. (Min 4/no Max). Other members responsible for other activities within the organisation e.g. Communication, Social/Media, Helms, Support drivers, 1StAid, training, PR, Fundraising, maintenance, merchandise |
| Relationship with any related parties |
Para 1.51 | None |
| Other | N/A |
Reference and Administrative details
| Charity name | Paddlers for Life Windermere |
|---|---|
| Other name the charityuses | |
| Registered charitynumber | 1200841 |
| Charity’s principal address | 43 Ling Beck Park, Seaton, Workington, Cumbria CA14 1JQ |
Names of the charity trustees who manage the charity
| Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | ||
|---|---|---|---|---|---|---|
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|||
| 1 | Rowena Pryor | Chair | Term ended 12 Feb 2023 |
|||
| 2 | Patricia Gilligan |
Secretary | Term ended 12 Feb 2023 |
| 3 | Elizabeth Feather |
Trustee | Term ended 12 Feb 2023 |
|
|---|---|---|---|---|
| 4 | Heather Park | Secretary/Trustee | From 12 Feb 2023 | |
| 5 | Jen English | Trustee | From 12 Feb 2023 | |
| 6 | Karen Hine | Chair | 12 Feb to 28 July 2023 Resigned |
|
| 7 | Louisa | Co Chair | 12 Feb to 28 July 2023 Resigned |
|
| Balderson | ||||
| 8 | Judith Lewis | Trustee/Chair | ||
| 9 | Lynne Carter | Treasurer | ||
| 10 |
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets 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 adviser Name Address Name of chief executive or names of senior staff members (Optional information)
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) Judy Lewis Full name(s) Judith Lewis Position (eg Secretary, Chair Chair, etc)
Date 1st December 2023
PADDLERS FOR LIFE WINDERMERE BALANCE SHEET AS AT 31st OCTOBER 2023
| Opering Balances as at 1st November 2022 Lloyds Bank (Reserve Funds) Lloyds Bank (Unrestricted) Hawiian Challenge Donations (Unrestricted) Hawiian Challenge Donations (kitting out OC6) Lloyds Bank (restricted -NHS) Ali assessments Sport England Grant -covid Income General Donations Silverdale Fundraising Event Health Club/Car Park Donations Membership Fees Collection Boxes Sales of Merchandise Sales of Buoyancy Aids OC6 Memberships collected from PFL members (Contra) Funds collected from PFL members to be paid to YMCA Funds collected from PFL members to be paid to Wilfs AGM Lunch Returned Buoyancy Aid (Re sold) Duplicate Membership fees (Contra) |
Expenditure 7509.53 Garage Rent 6482.54 Lake Windermere Registration 3197.64 Insurance 2235.94 Maintenance & Equipment 1742.81 OC6 Fitout/Upkeep 524.19 21692.65 Health Assessments & Exercise (Ali) Water Safety, Fitness Room Hire & Keni Training Flowers for Boats Flowers & Gifts 2833.59 Donations to representatives of PFLW at IBCPC event 2092.57 Merchandise 290.00 Postage 3353.00 Printing Thankyou Cards 271.28 8840.44 Zoom (Annual Subscription) 1284.50 Room Hire/Refreshments (Meetings) 43.00 1327.50 Sundry - Name Badges 10.00 OC6 Membership Fees paid by PFL (Contra) 665.00 YMCA Funds collected by PFLfor Solstice weekend 240.00 Deposit for AGM Lunch 43.00 Refund to member for unwanted Buoyancy Aid 80.00 1038.00 11205.94 Return of duplicate membership fee (Contra) Closing Balances as at 31st October 2023 Lloyds Bank (Reserve Funds) Lloyds Bank (Unrestricted) Hawiian Challenge Donations (kitting out OC6 & Upkeep) Lloyds Bank (restricted -NHS) Ali assessments Sport England Grant -covid 32898.59 Lloyds Bank Balance 31st October 2023 |
6585.00 28.00 1913.13 588.05 333.96 325.00 266.00 40.00 185.99 300.00 1047.16 10.64 67.23 143.88 476.75 12.99 10.00 700.00 50.00 43.00 80.00 13206.78 9000.00 6847.83 1901.98 1417.81 524.19 19691.81 32898.59 19691.81 |
|---|---|---|