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2025-03-31-accounts

Charity Number: 521018

BARROW-IN-FURNESS UNIT NO 23 OF THE SEA CADET CORPS T S SOVEREIGN

UNAUDITED FINANCIAL STATEMENTS FOR THE FINANCIAL YEAR ENDED 31 March 2025

BARROW-IN-FURNESS UNIT NO 23 OF THE SEA CADET CORPS T S SOVEREIGN

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

Index

Page
General information 2
Trustees report 3
Statement of the trustees responsibilities 4
Independent Examiners Report 5
Statements of financial activities 6
Balance sheet 7
Notes to the financial statements 8
Detailed notes to the financial statements - not for publication 11

1

BARROW-IN-FURNESS UNIT NO 23 OF THE SEA CADET CORPS T S SOVEREIGN

CHARITY INFORMATION FOR THE YEAR ENDED 31 MARCH 2025

President: Mr S Timms Vice Presidents: Mr J F Hornby Captain J W Green, MBE, DL Mr R Wood Mrs A Husband Mr C Thompson Holding (Custodian) Trustees: The Marine Society & Sea Cadets Lt. (SCC) D Constable, RNR, (Rtd.) Captain J W Green, MBE, DL Trustees: Chairperson Mrs M Gale Vice Chairperson Current vacancy Honorary Secretary: Mrs M Gale Honorary Treasurer: Mr I Gerrish Lt. (SCC) D Constable, RNR, (Rtd.) Miss G M Gerrish Mr J Aspin Mr G Gibson Mr P Akred Since 22.07.2024 Mr C Stannard Resigned 23.03.2025

Officer in Charge: Lt (SCC) N Phillips, RNR Chairperson Parents and Supporters Association: Miss L Gerrish Mr C Slater Since 01.05.2025 Mr P Hornby, FCCA, FCA J F Hornby & Co Chartered Accountants The Tower Daltongate Business Centre Daltongate Ulverston Cumbria LA12 7AJ

Trustee Appointments since the year end: Independent examiner:

Principal address:

1 Dundee Street Barrow in Furness Cumbria LA14 2RP

Registered charity number:

Bankers:

521018 National Westminster Bank plc 113 Dalton Road Barrow - in - Furness Cumbria LA14 1HZ

2

BARROW-IN-FURNESS UNIT NO 23 OF THE SEA CADET CORPS T S SOVEREIGN

Trustees report for the financial year ended 31 March 2025

The trustees present their report with the financial statements of the charity for the year ended 31 March 2025.

Structure, governance and management

The charity is a trust. Its governing document is a trust deed dated 1st June 2007 incorporating Sea Cadet Regulations.

The charity is governed by its trustees who appoint officers responsible for the management of the charitable activities.

The trustees and officers who served during the financial year are detailed on page 2.

Objectives and activities

The objectives of the charity as contained within Sea Cadet Regulations is, based on the ethos and traditions of the Royal Navy, to give young people the best possible head start in life through nautical adventure and fun.

The principal activity of the charity during the financial year was the provision of an action packed programme from boating to sailing to canoeing, sports and adventure training. Life skills from cookery to computers, engineering, navigation and the art of seamanship were taught.

Trustees

Trustees are elected annually at the annual general meeting. The trustees are elected from the membership of the Sea Cadet Unit which is drawn loosely as those with an interest in the unit. The trustees have the power to appoint new trustees who serve until the next annual general meeting following appointment.

Achievements and performance

Once again the Barrow unit has had a successful 2024. The unit has grown in cadet numbers and the cadets have had a full cadet experience which resulted in a number of achievements in the regattas and personal achievements and awards of the TS Indefatigable Shield for the RMC with most advancement in Boatwork proficiency and two CFAV have also received awards from the Lord Lieutenant of Cumbria recognising their service.

The unit has continued to support many community events including the Battle of Britain parades, Remembrance Sunday and mayoral parades in the town. We have also fully participated in both district and area events and had many successes across all competitions.

We, the trustees, would like to thank the dedicated team of cadet adult volunteers who without them we would not be able to give the cadets the experience that they deserve.

Financial review

It is the trustees policy of the unrestricted reserves of £10,000 should be represented by cash at bank with all outstanding accounts paid. At 31st March 2025 the reserves exceeded the policy requirement.

Public benefit

The trustees confirm they have complied with their duty under section 4 (2) of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission and consider that the pursuit of the trust's objectives through the activities described above is consistent therewith.

Safeguarding of young people

All of the trustees. officers and volunteers hold valid certificates from the Disclosure and Barring Service.

Basis of preparation

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)"; Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Charities Act 2011.

The financial statements were approved by the board of trustees on 20th October 2025 and signed on its behalf by: Mrs M Gale

Secretary

3

BARROW-IN-FURNESS UNIT NO 23 OF THE SEA CADET CORPS T S SOVEREIGN

Statement of the trustees responsibilities in respect of the preparation of financial statements

The trustees are required, to prepare accounts that give a true and fair view of the state of affairs of the charity and its income and expenditure for the financial year. In doing so the committee are required to:

The trustees are responsible for maintaining proper accounting records which disclose with reasonable accuracy at the time the financial position of the charity and to enable then to ensure that the accounts comply with the Charities Act 2011. There are also responsibilities for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

4

Independent Examiners report to the members on the unaudited financial statements of BARROW-IN-FURNESS UNIT NO 23 OF THE SEA CADET CORPS T S SOVEREIGN

I report to the charity trustees on my examination of the financial statements of the Barrow in Furness Unit No 23 of the Sea Cadet Corps (the Trust) for the financial year to 31 March 2025.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (the Act).

I report in respect of my examination of the Trusts financial statements carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.

Independent examiner’s statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material aspect:

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 proper understanding of the accounts to be reached.

P Hornby, FCCA, FCA Independent Examiner Chartered Accountant The Tower Daltongate Business Centre Daltongate Ulverston Cumbria LA12 7AJ

Dated 28th October 2025

5

BARROW-IN-FURNESS UNIT NO 23 OF THE SEA CADET CORPS T S SOVEREIGN

Statement of financial activities for the year ended 31 March 2025

Income resources:
Incoming resources from generated funds
Voluntary income
Activities for generating funds
Investment income
Income resources from charitable activities
Total incoming resources
Resources expended:
Costs of generating funds
Costs of voluntary income
Fundraising costs
Charitable costs
Depreciation
Total resources expended
Transfers between funds: Parent and
Supporters Association
Net movement of funds
Total funds brought forward
Total funds carried forward
transfers
Net incoming/(outgoing) resources before
Unrestricted
revenue
funds
13,424
5,174
168
11,229
£29,995
2,476
25,005
280
£27,761
2,234
(621)
1,613
64,784
£66,397
Restricted
revenue
funds
-
-
-
-
-
£
-
-
-
-
-
£
-
621
621.00
12,946
£13,567
Restricted
capital
funds
-
-
-
-
-
£
975
£975
(975)
-
(975)
391,694
£390,719
Total
2025
13,424
5,174
168
11,229
£29,995
-
2,476
25,005
1,255
£28,736
1,259
-
1,259
469,424
£470,683
Total
2024
10,696
1,165
168
12,063
£24,092
0
225
31,304
1,256
£32,785
(8,693)
-
(8,693)
478,117
£469,424

None of the charitable activities were acquired or discontinued during the financial year.

There were no unrealised gains or losses during the financial year.

The restricted capital funds of £390,719 at 31 March 2025 are represented by £382,298 net book value of tangible fixed assets and £8,421 cash at bank.

£28,894 of the unrestricted revenue funds has been allocated by the trustees as a contribution towards the cost of the Sir John Fisher Sailing Centre proposed development additional to the £8,489 specific funds received: total £37,383.

6

BARROW-IN-FURNESS UNIT NO 23 OF THE SEA CADET CORPS T S SOVEREIGN

Balance sheet at 31 March 2025

Notes
Fixed assets
Tangible assets
3
Total fixed assets
Current assets
Cash at bank and in hand
4
Creditors:amounts falling due within
one year
Net current assets
Total assets less current liabilities
Funds
Restricted funds
Revenue funds
Capital funds
Unrestricted funds
2025
389,783
£389,783
81,730
830
£80,900
470,683
13,567
390,719
404,286
66,397
£470,683
2024
391,038
£391,038
79,361
975
£78,386
469,424
12,946
391,694
404,640
64,784
£469,424

Signed on behalf of the trustees

The financial statements were approved by the board of trustees on 20th October 2025 and signed on its behalf by: Mrs M Gale

Secretary

7

The notes on pages 8 to 10 form part of these financial statements

BARROW-IN-FURNESS UNIT NO 23 OF THE SEA CADET CORPS

T S SOVEREIGN

Notes to the financial statements for the year ended 31 March 2025

1 Accounting convention and policies

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)"; Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

The Trust's annual income being less than £250,000 the financial statements are not subject to audit.

Change to previous financial statements

No changes have been made to the financial statements for previous years.

Recognition of incoming resources

Incoming resources are included when:

Incoming resources with related expenditure

Where incoming resources have related expenditure (as with fundraising or contract income) the incoming resources and related expenditure are reported gross.

Grants and donations

Grants and donations are included when the charity has unconditional entitlement to the resource.

Tax reclaims on donations and gifts

Incoming resources from tax reclaims are included at the same time as the gift to which they relate.

Contractual income and performance related grants

Contractual income and performance related grants are included once the related goods or services have been delivered.

Gifts in kind

Gifts in kind are not included as income due to the difficulty in assessing the value of the many gifts the charity receives.

Donated services and facilities

Donated services and facilities are not included in incoming resources (with an equivalent amount in resources expended) due to the difficulty in assessing the value of the many donated services and facilities received.

Volunteer help

The value of voluntary help received is not included.

Investment income

Investment income is included when receivable.

Liability recognition

Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity to pay out resources.

8

BARROW-IN-FURNESS UNIT NO 23 OF THE SEA CADET CORPS T S SOVEREIGN

Notes to the financial statements for the year ended 31 March 2025

Tangible fixed assets for use by charity

Tangible fixed assets are capitalised if they can be used for more than one year, and cost at least £2,000.

Depreciation, to write off each tangible fixed asset over its estimated useful life is provided at the following rates on the straight line basis.

Freehold property not provided Leasehold property not provided Shipping properties 10% Equipment 20%

Freehold and leasehold property have not been depreciated which is a departure from Financial Reporting Standard 102. Depreciation if provided would not have been of a material nature. The trustees consider that this policy results in the financial statements showing a true and fair view.

Operating leases

Rentals applicable to operating leases where substantially all of the benefits and risks of ownership remain with the leaser are charged in the statement of financial activities as incurred.

2 Cash Flow

The financial statements do not include a cash flow statement. The trust as a small reporting entity is exempt from the requirement to prepare a cash flow statement under Financial Reporting Standard 1: Cash flow statements.

3 Tangible fixed assets

Funded by restricted capital funding

Cost:
At 1st April
Expenditure during the year
At 31st March 2025
Depreciation:
At 1st April
Added during the year
At 31st March 2025
Net book value:
At 31st March 2025
At 31st March 2024
Freehold
property
184,305
-
184,305
-
-
-
184,305
184,305
Leasehold
property
196,681
-
196,681
-
-
-
196,681
196,681
Boats
55,642
-
55,642
53,359
975
54,334
1,308
2,283
Equipment
34,825
-
34,825
34,821
-
34,821
4
4
Total
471,453
-
471,453
88,180
975
89,155
382,298
383,273

9

BARROW-IN-FURNESS UNIT NO 23 OF THE SEA CADET CORPS T S SOVEREIGN

Notes to the financial statements for the year ended 31 March 2025

Funded by unrestricted capital funding

Freehold
property
Cost:
At 1st April
3,384
Expenditure during the year
-
At 31st March 2025
£3,384
Depreciation:
At 1st April
-
Added during the year
-
At 31st March 2025
£0
Net book value:
At 31st March 2025
£3,384
At 31st March 2024
£3,384
Total net book value tangible fixed assets:
At 31st March 2025
£187,689
At 31st March 2024
£187,689
Leasehold
property
3,837
-
£3,837
-
-
£0
£3,837
£3,837
£200,518
£200,518
Boats
11,046
-
£11,046
10,504
280
£10,784
£262
£542
£1,570
£2,825
Equipment
29,093
-
£29,093
29,091
-
£29,091
£2
£2
£6
£6
Total
47,360
-
£47,360
39,595
280
£39,875
£7,485
£7,765
£389,783
£391,038

Freehold and leasehold property have not been depreciated which is a departure from Financial Reporting Standard 102. Depreciation if provided would not have been of a material nature. The trustees consider that this policy results in the financial statements showing a true and fair view.

4 Cash at bank and in hand

Unrestricted revenue funds
Restricted revenue funds
Restricted capital funds
2025
13,567
8,421
59,742
£81,730
2024
12,946
8,421
57,994
£79,361

5 Trustee

No fees or expenses were paid to the trustees during either the financial year or the previous financial year.

6 Paid employees

The trust had no paid employees during either the financial year or the previous year.

7 Transactions with related parties

No transactions were entered into with related parties during the financial year or the previous financial year.

10

BARROW-IN-FURNESS UNIT NO 23 OF THE SEA CADET CORPS T S SOVEREIGN

Detailed notes to the financial statements for the year ended 31 March 2025

1 Voluntary income

Donations:
Westmorland & Furness
BAE ST Georges
IPSOS Mori
In memory of the late Mr E R R Thompson
Indefatigable OBA
M&G Gale
Cushman & Wakefield
Keswick to Barrow Walk
Donations for specific projects - revenue restricted funds:
Solar panels:
Baywind Energy Community Trust
Barrow Borough Council
Donations for specific projects - capital restricted funds:
Income
500
800
75
673
1,500
100
9,076
700
13,424
-
-
-
Income
500
800
75
673
1,500
100
9,076
700
13,424
-
-
-
Expenditure
-
-
Expenditure
-
-
2025
Net
income
13,424
-
-
-
£13,424
2024
Net
income
10,696
-
-
- - -
-
£13,424
-
-
£
£10,696

2 Activities for generating funds

Flag days, collections and bag packing
Fundraising
Trafalgar ball
Income
2,087
3,087
5,174
£
Expenditure
151
2,325
2,476
£
2025
Net
income
-
1,936
762
2,698
£
2024
Net
income
350
150
440
940
£

11

BARROW-IN-FURNESS UNIT NO 23 OF THE SEA CADET CORPS T S SOVEREIGN

Detailed notes to the financial statements for the year ended 31 March 2025

3 Income resources from charitable activities

Income resources from charitable activities
Bank charges
Camps and fees for use of facilities
Courses
Contribution to Christmas party
Expenses contribution: Model Railway Society
Galley
Gas and gas bottles
Insurance
Insurance claim
Legal fees
Log books and certificates
Marine Society & Sea Cadet Corps
Marine Society & Sea Cadet Corps - contribution
Maintenance:
Boats
Equipment
Headquarters
Sailing Centre
Minor equipment
Miscellaneous
Offshore training
Parental donations: Cadets
Platinum Jubilee
Presentations and awards
Printing, stationery, office supplies and computer
consumables
Rates
Refuse and waste disposal
Supplies
Telephone and broadband
Travelling expenses
Uniforms
Water
Income
2,080
2,495
3,856
2,547
251
£11,229
Expenditure
35
1,042
30
-
3,631
357
6,675
-
-
-
3,856
250
-
884
940
2,019
1,333
280
15
-
-
286
89
-
-
42
-
1,227
332
726
956
£25,005
2025
Net
income/
expenditure
35
-
1,042
-
30
-
-
2,080
-1,136
(357)
(6,675)
-
-
-
-
(250)
(884)
(940)
(2,019)
(1,333)
(280)
(15)
-
2,547
-
(286)
(89)
-
-
(42)
-
(1,227)
(332)
(475)
(956)
13,776)
2024
Net
income/
expenditure
-
-
-
(100)
2,193
263
(298)
(6,284)
1,710
-
(76)
19
(100)
(2,394)
(336)
(1,552)
(7,552)
(1,305)
(757)
-
1,818
-
(138)
(182)
-
-
(332)
(930)
(1,265)
(881)
(407)
(355)
19,241)

12

BARROW-IN-FURNESS UNIT NO 23 OF THE SEA CADET CORPS

T S SOVEREIGN

Detailed notes to the financial statements for the year ended 31 March 2025

4 Parent and Supporters Association

The Parent and Supporters Association generated £621 (2024: £263) of the income received during the financial year.

5 Investment income

Bank interest
Capital restricted funds
Cumbria Community Foundation - sailing centre
Daddy's Catering - sailing centre
George Wood Memorial Fund - sailing centre
GlaxoSmithKline plc - sailing centre
International Nuclear Services Limited - sailing centre
Balance
01.04.24
3,800
121
1,000
500
3,000
£8,421
Income
2025
-
-
-
-
-
-
£
2025
£168
Expenditure
2025
-
-
-
-
-
-
£
2024
£168
Balance
31.03.25
3,800
121
1,000
500
3,000
£8,421

6 Capital restricted funds

7 Revenue restricted funds

BAE Systems Submarines - tablets
Furness Building Society - ladies heads
Kimberly Clark UK Limited - electrical project
Kimberly Clark UK Limited - bevies
Mayor of Barrow in Furness - safety helmets
Parent and Supporters Association
Parent and Supporters Association - controlled funds
Balance
01.04.24
660
150
380
1,000
675
8,500
1,581
£12,946
Income
2025
-
-
-
-
-
-
621
621
£
Expenditure
2025
-
-
-
-
-
-
-
-
£
Balance
31.03.25
660
150
380
1,000
675
8,500
2,202
£13,567

13