## 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 ## **Contents** ## 1. Introduction 2. Governance - Constitution Patron Trustees Management Committee 3. Charitable Objectives 4. Achievements & Performance - Lifesaving Training Presentations 5. Financial Review Cash Reserves Fundraising Donations Collection Boxes Grants HMRC Lotto 6. New Build Fund 7. New Boat 8. Accounts for the Year Ending 31 October 2020 9. Form CC16a 10. Independent Examiner’s Report 11. Trustee Sign Off 2 ## **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. 3 ## **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) 4 ## **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. 5 ## **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. 6 ## **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 7 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. 8 ## 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 9 ||**Sandown & Shanklin Independent Lifeboat**|**Sandown & Shanklin Independent Lifeboat**|**Sandown & Shanklin Independent Lifeboat**|**299584**|**299584**|**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**| 10 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**|**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| ||||| ||||| 11 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 L￿el￿al 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