Trustees’ Annual Report for the period
From 1 Dec 2024 Period start date To 30 Nov 2025 Period end date
Charity name: Morecambe Bay Prawner Trust
Charity registration number: 1205349
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | 1) To preserve and maintain for the public beneft Morecambe Bay Prawners, boats built by Crossfelds and Kindred Vessels (including replicas) in sailing conditon or otherwise as part of the heritage of Great Britain. 2) To advance the educaton of the public including young people for public beneft as to the historic, social and cultural role of Morecambe Bay Prawners, other boats built by Crossfelds and kindred vessels in the seagoing heritage of Great Britain and to provide training in the practse of the traditons and skills of seamanship involved in the sailing and maintenance of Morecambe Bay Prawners, other boats by Crossfelds and kindred vessels, including providingsupport foryoung people |
| 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 |
The trust owns Spray a Morecambe Bay Prawner built by Crossfelds in Arnside in 1896 for a Morecambe fsherman. Our aim is to maintain Spray in sailing conditon, sail her on a regular basis and educate the public about the history of Morecambe Bay Prawners |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees confrm that throughout the year they have acted in regard to the Charity Commission guidance on public beneft. The Trustees are responsible for the preparaton of accounts in accordance with Charity law, The Trustees are satsfed that the accounts and this report give a fair and true view of the Trust in 24-25 |
Additional information (optional)
| Additional information (optional) | Additional information (optional) | Additional information (optional) |
|---|---|---|
| You may choose to include further statements where relevant about: | ||
| SORP reference | ||
| Policy on grant making | Para 1.38 | NA |
| Policy on social investment including program related investment |
Para 1.38 | NA |
| Contribution made by volunteers |
Para 1.38 | The Trust is dependent on its volunteers to maintain and sail Spray. During the year our volunteers were engaged in repaintng her, carrying out repairs, maintaining the boat and then get her ready go in the water. |
| 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 | Our main achievement during the year was to put Spray back on the water at Glasson Marina afer an extensive period of maintenance at the end of July 2025 Repaintng the boat, engine servicing, updatng electrics and other work needed to get Spray ready to go back in the water were completed in the frst half of 2025. Major work included replacement of sof plank in the bow area, costng £4126 over two fnancial years and a new bowsprit, costng £1600. We purchased safety equipment so we can safely use her at sea. Once the boat was in the water, The boat needed to be rigged, the new bowsprit fted and sails tested. Maintenance work contnued for example replacing bateries and installing safety equipment We successfully motored Spray round the basin at Glasson Dock,but ran out of tme |
before the end of the season to take her out to sea. We achieved extensive media coverage in the year helping to publicise the Morecambe Bay Prawner heritage, including articles in the Lancaster Guardian, Cumbria Magazine and Lakeland Walker, Fishing News and Classic Boat Magazine and interviews on local radio. We helped a GCSE student who was doing a project on Morecambe Bay Prawner.
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
The Charity achieved its aim of getting Spray back on the water in 2025, though use of the boat was limited |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | NA |
| Investment performance against objectives |
Para 1.41 | NA |
| Other |
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Income was £12,129 made up of £5740 donatons, £4000 grant from Morecambe Town Council, £1684 gif aid and £710 membership fees. This compares to an income of £13973 in 2023-24. We are grateful for everyone who has donated to the Trust over the year. Expenditure was £14,820. The defcit was made up by the surplus carried forward from up in the previous year. Principal costs were maintenance £3405, bow planking repairs £2985, new bowsprit £1600, marina fees £2854, insurance £1276 and the second purchase payment of £2000. At the end of the year, we had £692 in our bank accounts In the long-term running costs of Spray are likely to be around £4000 a year. The aim will be to meet these from membership and sailing fees, with more major work paid for by donatons, grants, fund raising and reserves. |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | As a new charity we have not had a chance to build up reserves. However, we recognise the need to build up reserves of around £10,000 to cover a year’s running costs and unforeseen major repairs. |
| Amount of reserves held | Para 1.22 | We are aiming to keep at least £1000 in our bank accounts at present. We want to build this upover tme |
| Reasons for holding zero reserves |
Para 1.22 | NA |
| Details of fund materially in deficit |
Para 1.24 | NA |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | NA |
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 | Our main sources of funding during the year were Donatons £5740 donatons, Grants £4000 Gif Aid £1684 gif aid Membershipfees. £710 |
|
|---|---|---|---|
| In the future we antcipate having income from sailing fees and fundraising events. We would like to explore sponsorship. |
||
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | NA |
| A description of the principal risks facing the charity |
Para 1.46 | a) Owning a historic boat, the Trust is subject to the risk of unforeseen major repair costs. We are aiming to mitgate this risk by keeping the boat in conditon, building up a reserve, inspectng the boat on a regular basis, planning maintenance in advance and carrying out repairs before we have need to. b) The Trust is at risk from members losing interest in its actvites and no longer supportng the Trust if plans are not seen as moving forward. We mitgate against this by involving members in the Trust’s actvites and help them informed. b) The Trust at risk of membership and sailing fees being less than antcipated. For example, sailing fees could be low due to poor summer weather. We will aim to mitgate this by monitoring income on a regular basis, fund raising and by building up a reserve c) The Trust is subject to risks in sailing and operatng a historic boat. We seek to reduce risk from our actvites by holding public liability and employer insurance (that also covers volunteers), having qualifed skippers and crew on board and by having a safety management system d)The Trust is subject to the risk of key members moving on. We will mitgate the risk of this by sharing the workload, encouraging new volunteers to come forward and develop their knowledge so that there are people who can take over in the future. e)We antcipate that we may take out to young people and vulnerable adults on Spray in the future. We will reduce safeguarding risks by having a policy in place requiring a guardian or responsible person to accompany young people or vulnerable adults. We will follow RYA best |
practise and carry out DBS checks on volunteers as necessary . Other
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Charity Constitution – Association (members having voting rights) |
| 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 members at the AGM each year. We aim to have a balance of trustees bringing different skills to the charity. |
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 | Morecambe Bay Prawner Trust |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1205349 |
| Charity’s principal address | Co ARNSIDE SAILING CLUB 19 THE PROMENADE ARNSIDE CARNFORTH LA5 0HD |
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) |
|---|---|---|---|---|
| Alasdair Simpson | Chair | |||
| JeremyLambert | Treasurer | |||
| Chris Englefield | Secretary | |||
| Robin Ashcroft | ||||
| Ian Middlebrook | ||||
| Kevin Goulding | ||||
– 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 NA held in this capacity
Name and objects of the NA charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for NA 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
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) Alasdair Simpson
Position (eg Secretary, Chair Chair, etc)
Date
1[st] Aug 2026
| Charity Name Morecambe Bay Prawner Trust |
Charity Name Morecambe Bay Prawner Trust |
Charity Name Morecambe Bay Prawner Trust |
No (if any) 1205349 |
CC16a | |
|---|---|---|---|---|---|
| Receipts andpayments accounts | |||||
| For the period from |
Period start date 1stDec2024 |
To | Period end date 30-Nov-25 |
||
| Section A Receipts and payments | |||||
| A1 Receipts | Unrestricted funds to the nearest £ £5,740 £1,684 £705 £4,000 |
Restricted funds to the nearest £ |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
| Donations | - - - - |
- | 5,740 | £11,230 £2,525 |
|
| Gift Aid | - | 1,684 | |||
| MembershipFees | - | 705 | £219 | ||
| Grants | - | 4,000 | - - - - - 13,974 |
||
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | - | - | ||
| Sub total(Gross income for AR) | - | - | 12,129 | ||
| A2 Asset and investment sales, (see table). |
|||||
| - | - | - | - | - - |
|
| - | - | - | - | ||
| Sub total | - | - | - | ||
| 12,129 | |||||
| - | - | 13,974 | |||
Transporting boat to Glasson |
- | - | - | 1,871 1,276 2,442 911 1,141 - - - 7,641 |
|
Insurance |
£1,276 | - | - | 1,276 | |
| Marina Fees | £2,854 | - | - | 2,854 | |
| Routine maintenance | £3,405 | - | - | 3,405 | |
| Bow planking repairs | £2,985 | - | - | 2,985 | |
New bowsprit |
£1,600 | - | - | 1,600 | |
Safety Equipment |
£658 | - | - | 658 | |
Payment Processing Fees |
£42 | - | - | 42 | |
| - | - | - | - | ||
| Sub total | - | - | 12,820 | ||
| A4 Asset and investment purchases, (see table) |
|||||
Boat Purchase |
2,000 | - | - | 2,000 | 3,000 3,000 |
| - | - | - | - | ||
| Sub total | 2,000 14,820 - 2,691 - |
- | - | 2,000 | |
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
14,820 | ||||
| - | - | 3,000 | |||
| - | - | - 2,691 | 10,974 | ||
| - | - | - 3,333 |
- 3,333 |
||
| 3,333 | - | - | |||
| 642 | - | - | 642 |
CCXX R1 accounts (SS)
02/08/2026
1
Section B Statement of assets and liabilities at the end of the period
| Section B Statement of assets | and liabilities at the end of the period | and liabilities at the end of the period |
|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use B5 Liabilities CCXX R2 accounts (SS) |
Unrestricted funds Restricted funds Endowment funds to nearest £ to nearest £ to nearest £ 622 - - 20 - - - - - 642 - - OK OK OK Unrestricted funds Restricted funds Endowment funds to nearest £ to nearest £ to nearest £ - - - - - - - - - - - - - - - - - - Fund to which asset belongs Cost (optional) Current value (optional) - - - - - - - - - - Fund to which asset belongs Cost (optional) Current value (optional) 10,000 10,000 - - - - - - - - - - - - - - - - Fund to which liability relates Amount due (optional) When due (optional) 5,000 £2000 - 1/3/2026 £2000 - 1/3/2027 £1000 - 1/3/2028 - - - - Date of approval Alasdair Simpson 01/01/2026 Details Current Account Savings Account Total cash funds (agree balances with receipts and payments account(s)) Details Details Details Spray - Morecambe Bay Prawner built in 1896 Details Future Payments on Spray Signature Print Name 2 02/08/2026 |
|
| Date of approval | ||
| 01/01/2026 | ||
| 2 | 02/08/2026 |
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name members of Morecambe Bay Prawner Trust On accounts for the year 30[th] November 2025 Charity no 1205349 ended (if any) Set out on pages (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 30 / 11 / 2025 .
- Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the 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 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 (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance 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 of the accounts to be reached.
- Please delete the words in the brackets if they do not apply.
Date: 31/12/2025 Signed: Name: Joel David Williams Relevant professional Fellow of Association of Charity Independent Examiners qualification(s) or body (if any): Address: 1 Montrose Avenue Stretford Manchester, M32 9LN
1
October 2018
IER
Section B Disclosure
Only complete if the examiner needs to highlight 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 .
2
October 2018
IER