2020-10-31-accounts

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Sandown & Shanklin Independent Lifeboat

Trustees Annual Report

1 November 2019 – 31 October 2020

Charity No: 299584

Sandown & Shanklin Independent Lifeboat Western Esplanade Sandown Isle of Wight PO36 8JS

1. Introduction

Governance
Constitution Patron Trustees Management Committee
Charitable Objectives
Achievements & Performance
Lifesaving Training Presentations
Financial Review Cash Reserves Fundraising Donations Collection Boxes Grants HMRC Lotto
New Build Fund
New Boat
Accounts for the Year Ending 31 October 2020
Form CC16a
Independent Examiner’s Report
Trustee Sign Off

Introduction

Sandown & Shanklin Independent Lifeboat is a charitable and not-for-profit organisation created with the aim of preserving human life by providing a 24/7 emergency lifesaving service around the south coast of the Isle of Wight. The charity is run entirely by volunteers from the local Sandown and Shanklin community and receives no funding from the government. It is also not affiliated to the RNLI.

Sandown bay is one of the main tourist attractions on the Isle of Wight offering stunning beaches, swimming, windsurfing, paragliding and fossil hunting. In addition, Sandown and Shanklin hold various beach related events throughout the year including regattas, swimming races and fun runs. The Sandown & Shanklin Independent Lifeboat provides the safety for these events and therefore not only supports the massive tourist influx to Sandown Bay by providing sea and beach safety, but also supports the local community in its beach related community events. In addition, crew members from the Sandown & Shanklin Independent Lifeboat visit local schools and organisations giving water safety training and give sea awareness talks to local organisations.

Sandown & Shanklin Independent Lifeboat is a highly visible and integral part of the local Sandown and Shanklin community. It develops members of the local community and helps to encourage more people to use Sandown Bay's beaches safely.

Governance

Constitution

The governance of the Sandown & Shanklin Independent Lifeboat is defined in its Constitution which was last amended in 2018. The charity is constituted as a trust and has its financial year end on 31 October.

Patron

The Sandown & Shanklin Independent Lifeboat is proud and honoured that Mrs. Susie Sheldon, Lord Lieutenant of the Isle of Wight, is the charity’s patron.

Trustees

The constitution endows the members of the Sandown & Shanklin Independent Lifeboat with the power to appoint up to 5 of their number to be Trustees. The Trustees as at the end of 2019/2020 are:

Mark Birch (Operations Manager & Lead Coxswain), Sue Bavington, Christopher Bartlett (2nd Coxswain, Training Officer) & Richard Burns (Deputy Launch Authority)

Management Committee

The Trustees of Sandown & Shanklin Independent Lifeboat are invested by the Constitution with the power to appoint a Management Committee to oversee the general management of the charity. The members of the Management Committee as at the end of 31 October 2020 are:

Mark Birch (Operations Manager), Christopher Bartlett, Richard Burns, Sarah Bartlett (Acting Honorary Secretary) & Jennifer Venables (Acting Honorary Treasurer)

Charitable Objectives

The objectives of Sandown & Shanklin Independent Lifeboat are to preserve and save life at sea for the benefit of the public by:

The promotion of technical education in life saving and resuscitation of the apparently drowned, and to provide suitable training of personnel.

The provision of volunteer life-saving services to the beaches and coastline in the area from Bembridge West to St Catherine’s Point, and to ensure that this service is efficient and dependable in every way.

The promotion of sea awareness and the principles which underline safety at sea through public lectures, demonstrations, classes of instruction and competitions.

Achievements and Performance

Lifesaving

Sandown & Shanklin Independent Lifeb oat provided 24/7 emergency support 365 days last year. The lifeboat was specifically called upon to attend 38 emergency lifesaving situations. All callouts were successful with no loss of life. There were more call outs despite Covid 19 and the pandemic. Many of which related to suicide attempts. All call outs were subject to adherence, where practically possible, to restrictions imposed due to Covid 19. In addition, whenever possible, the lifeboat provided a visible presence at sea during peak season, giving sea safety advice where necessary, and responded to requests by local authorities to curb anti-social or dangerous behaviour by members of the general public using Sandown Bay.

Training

All members of the lifeboat crew voluntarily give up their time on Wednesday evenings and Sundays throughout the year to train new crew members and to provide the mutual support required to ensure that all crew members have the highest possible knowledge of sea safety and experience. In addition, various crew members have voluntarily attended professional sea safety and first aid courses. The level of commitment shown by the crew to training ensures that Sandown & Shanklin Independent Lifeboat can provide the best possible emergency service.

Presentations

Sandown & Shanklin Independent Lifeboat was unable to make any sea awareness presentations this year due to Covid 19. The charity hopes to continue this vital work in the coming year once restrictions imposed by the government due to the pandemic have been lifted.

Financial Review

Cash Reserves

The cash receipts and payments are presented below. As of the 31 October 2020 the charity had a bank cash reserve of £231,269 which was split between operational reserves and the funds donated for the new build of the lifeboat station extension. The charity has adopted a low- r is k strategy on the investment of reserves and holds the cash in two bank accounts: a major part of the cash reserve is invested in an interest-bearing savings bank account; the remaining funds required for operational purposes are held in a separate running account.

Fundraising

The Sandown & Shanklin Independent Lifeboat has a dedicated team of volunteer fundraisers who man a lifeboat stall at local events and raise money. The stall sells items kindly donated by the general public, branded lifeboat merchandise and raises money through tombolas, raffles and other attractions. The team consists primarily of:

Mary Birch, Angie Burns, Jackie Kelly, Katrina Kelly, Keith Kelly, Janet O’Mara & Samantha Smitherham

The team is also supported by members of the lifeboat crew and the management committee.

The Trustees would like to express their gratitude to the dedication and hard work of all fundraisers.

Unfortunately, due to Covid 19 all fundraising events were cancelled in the current financial year.

Donations

The Sandown & Shanklin Independent Lifeboat gratefully received a total of £13,186 in donations this year.

Collection Boxes

Numerous businesses in Sandown and Shanklin kindly agreed to collect funds for the Sandown & Shanklin Independent Lifeboat by displaying collection boxes on counters and other locations within

their business. The Trustees are grateful to all the local businesses and organisations who have supported the charity in this way.

Grants

Sandown & Shanklin Independent Lifeboat gratefully accepted a grant of £15,116 from the Department of Transport (Inshore and Inland Rescue Boat Grant Fund). This grant was allocated to new boat modifications; life jackets; helmet lights; dry suits; rib hoist with ladder; Salvare Minipod 1.4; a starter charger unit; and handheld VHF.

HMRC

Sandown & Shanklin Independent Lifeboat received £1,433 from HMRC from the Gift Aid Small Donations Scheme (GASDS) for the tax year 2018–19.

Lotto

Sandown & Shanklin Independent Lifeboat received £15,989 from The Lifeboat Lotto Scheme this year, an average of £1,332 per month. This represented an increase of £574 in the current financial year.

The New Build Fund

The appeal for funds to build a new extension to the existing lifeboat station was launched in 2004. The target amount was set at £150,000. As at the end of the last financial year the fund stood at £95,544.

No further work has been done on the new build this year due to Covid 19. However, there was a cliff fall which necessitated the instruction of a surveyor and the removal of cliff waste. The fund reserved for the new build stands at £94,425 as at the end of 2020.

The New Boat

The new Atlantic 75 is still being stored and worked on by Will Squibb Ltd, Attrills Yard, The Duver, St Helens, Isle of Wight, PO33 1YB. £12,897 was spent on the new boat in 2020. The new boat has now had the following fitted namely the A Frame; the console; skin fittings; and hydraulic steering.

Bank I & E

Sandown & Shanklin Independent Lifeboat

(Registered Charity No 299584 ) Income & Expenditure Report for the year ended 31st October 2020

INCOME EXPENDITURE Collections 2.415,00 Clothing Donations 13.186,00 Food, Drink, Detergents Eco 237,00 Fuel Fundraising 1.587,00 Fundraising Costs Funeral Donations 150,00 Insurance Grants 16.116,00 New Boat HMRC 1.433,00 New Build Internet Giving 59,00 Phone & Pagers Lotto 15.989,00 Post PPE Bank Interest 89,00 Premises costs Misc 34 Stationery Tractor/Boat Costs Training Travel Misc Sundry Surplus/(Deficit) 51.295,00 Summary Opening Balances as at 1stNovember 2019 Income Expenditure Closing Balances as at 31stOctober 2020 Represented by: General Account General Funds Projects Reserve Savings General Funds Projects Reserve	309,00 252,00 864,00 420,00 1.778,00 12.897,00 1.119,00 2.493,00 10.401,00 1.668,00 299,00 3.081,00 23,00 15.691,00
	51.295,00
	215.578,00 51.295,00 35.604,00
	231.269,00
	2.581,00 228.688,00
	231.269,00

I have scrutinised the above Income & Expenditure Report for the year ended 31[st] August 2020 with reference to the records and information supplied and confirm that this represents a true and fair view of the fund for the year.

39, High Street Shanklin, I.W.

Martin Bridges

	Sandown & Shanklin Independent Lifeboat	Sandown & Shanklin Independent Lifeboat	Sandown & Shanklin Independent Lifeboat	299584	CC16a
	For the period from	01/11/19	To	31/10/20

Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £ 33.764 2.756 - - - - - - 36.520 - - - 36.520 19.369 690 - - - - - - - 20.059 - - - 20.059 16.461 - 120.769 137.230	Restricted funds to the nearest £ 15.116 - - - - - - - 15.116 - - - 15.116 16.235 - - - - - - - - 16.235 - - - 16.235 - 1.119 - 95.544 94.425	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Total funds to the nearest £ 48.880 2.756 - - - - - - 51.636 - - - 51.636 35.604 690 - - - - - - - 36.294 - - - 36.294 15.342	Last year to the nearest £
Bank Receipts	33.764				63.392
Cash Receipts	2.756				734
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
*Sub total*(Gross income for	36.520				64.126

A2 Asset and investment sales,
	-
	-				-
~~*Sub total*~~	-				-
*Total receipts* A3 Payments
					64.126

Bank Payments	19.369				47.195
Cash Payments	690				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
**Sub total **	20.059				47.195

A4 Asset and investment
	-
	-
**Sub total **	-				-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
					47.195

	16.461	- 1.119	-	15.342	16.931
	-	-	-	-	-
	120.769	95.544	-	216.313	-
	137.230	94.425	-	231.655	16.931

CCXX R1 accounts (SS)

20/06/2021

Section B Statement of assets and liabilities at the end of the period Categories Unrestricted funds Restricted funds to nearest £ to nearest £ 136.845 94.425 385 - - - 137.230 94.425 OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - Boat Trailers - - - - - Fund to which liability relates Amount due (optional) - - - - - Signed by one or two trustees on behalf of all the trustees Signature Print Name B5 Liabilities Total Details Details B4 Assets retained for the charity’s own use Land (4 beach huts equivalent) New Boat New Build (at cost) New Tractor Boat (Dove II) Old Tractor Direction Finding Radio Details B3 Investment assets Details B2 Other monetary assets B1 Cash funds Cash at Bank Petty Cash *Total cash funds* (agree balances with receipts and payments account(s)) Details	Section B Statement of assets and liabilities at the end of the period Categories Unrestricted funds Restricted funds to nearest £ to nearest £ 136.845 94.425 385 - - - 137.230 94.425 OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - Boat Trailers - - - - - Fund to which liability relates Amount due (optional) - - - - - Signed by one or two trustees on behalf of all the trustees Signature Print Name B5 Liabilities Total Details Details B4 Assets retained for the charity’s own use Land (4 beach huts equivalent) New Boat New Build (at cost) New Tractor Boat (Dove II) Old Tractor Direction Finding Radio Details B3 Investment assets Details B2 Other monetary assets B1 Cash funds Cash at Bank Petty Cash *Total cash funds* (agree balances with receipts and payments account(s)) Details	Endowment funds to nearest £ - - - - OK Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) 180.000 45.000 30.472 16.000 15.000 10.000 5.000 2.000 303.472 When due (optional) Date of approval
Boat Trailers Signature Total Details Details Land (4 beach huts equivalent) New Boat New Build (at cost) New Tractor Boat (Dove II) Old Tractor Direction Finding Radio Details Details Cash at Bank Petty Cash *Total cash funds* (agree balances with receipts and payments account(s)) Details	Unrestricted funds Restricted funds to nearest £ to nearest £ 136.845 94.425 385 - - - 137.230 94.425 OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name
		Date of approval

CCXX R2 accounts (SS)

20/06/2021

ru A nlTV rrtlAAAlCClnkl I i rnR chiri Akin hAID IAIAI C LtYULniTu niy YnLL ori Ihe abbOiint> Section A Independent Examiner's Report Report to the trusteesl A .QhankFn lndepetht Lelal On accounts for year endéd 31" October 2020 299584 (if any j Set out on pages NIA I report to the trustees on my examination of the accounts of the al)ove charitv ('Ihe Trusn for the vear ended 31110 12020. Responsibilities and basis of report As the chanty trustees, you are responsible for the preparation of the accourts in accordance with the Charities Act 2011 (Ihe Acn. I report In respect of my examinatson of the Trusvs accounts carried out un(ler seclion 145 of the 2011 Act and in carrying out my examination, I have toiiowea all the appiicaDie Directions given by the Charity Commission under seclion 145{5)(b) of the ACL Independent I nav8 completed my examinatson. I confimi that no material matters hava examinerfs statement come to my attention in connection with the examination which gives me cause to believe that in. any material respec(: tri¥ aGcoufitsri9 l¥ioidi w¥1¥ fiQt ii¥yi ifi <aiiVI-Udfiie wiu i )LIvI7 130 the accowts did rK)t acclxd th the accounting records: or trie aVurILS ulu fiOL cofilpiy with th& applicable r6quiiements conmIng the fonn and content of accounts set out in the Char¥ties (Accounts and Reports) Regulations 21J)8 other than any requirement . la 2r;rd. !2iP i1iaiAI SAlInh ie rynt a ma+ter considered as part of an independent examination. I have no ncernS and have (xme across no other matters n com8Ction with the examination to which attention should be drawn in this report in order to 8nabl8 a wopar und&rstsnding of the aCcnts to be reached. . Please delete the words in the brdckets rf they do not apply. Slgned: Dat8: 6TH MAY 2021 Name: Martin Bridges Relevant professlonal qualification{s) or body (If any)= NIA Address: 39 High Stree( Shanklin. l.W. 12

Section B Disclosure Only complete rf the examiner needs to highlight matters of concem (see CC32, Independent examination of charity accounts: directions and gUan for pxa.miners) Glve here details of any ii¥li 15 thai ihe exatriii lei wishes to disclose. None 13

Trustee Sl The trustees declare that they have approved this report. Signed by the following trustees= Signature Mark Birch Full name Trustee & Operations Manager Position 2 August Z021 Date Signature Full name Christopher Bartlett Position Trustee & Training Officer Date 2 August 2021 Slgnature Full name Richard Burns Posltlon Trustee Date 2 August 2021

Sandown & Shanklin Independent Lifeboat

Trustees Annual Report

Contents

1. Introduction

Introduction

Governance

Constitution

Patron

Trustees

Management Committee

Charitable Objectives

Achievements and Performance

Lifesaving

Training

Presentations

Financial Review

Cash Reserves

Fundraising

Donations

Collection Boxes

Grants

HMRC

Lotto

The New Build Fund

The New Boat

Bank I & E

Sandown & Shanklin Independent Lifeboat

(Registered Charity No 299584 ) Income & Expenditure Report for the year ended 31st October 2020