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2023-08-31-accounts

Trustees’ Annual Report for the period

From Period start date To Period end date

Charity name:

Charity registration number:

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document
Para 1.17 The Purpose of Scouting Scouting exists
to actively engage and support young
people in their personal development,
empowering them to make a positive
contribution to society. The Values of
Scouting As Scouts we are guided by
these values: Integrity - We act with
integrity; we are honest, trustworthy and
loyal. Respect - We have self-respect and
respect for others. Care - We support
others and take care of the world in
which we live. Belief - We explore our
faiths, beliefs and attitudes. Co-operation
- We make a positive difference; we
cooperate with others and make friends.
The Scout Method Scouting takes place
when young people, in partnership with
adults, work together based on the
values of Scouting and: - enjoy what they
are doing and have fun - take part in
activities indoors and outdoors - learn by
doing - share in spiritual reflection - take
responsibility and make choices -
undertake new and challenging activities
- make and live by their Promise.
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
Provision of scouting on a weekly basis
for young people aged 4 – 18 during term
time.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para 1.18 The Group meets the Charity
Commission's public benefit criteria
under both the advancement of education
and the advancement of citizenship or
community development headings.

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 The group offers skills for life to over 100
young people aged 4 – 18. The group
supports the local community through
helping in the local park with
maintenance, maintaining the flower beds
and conducting litter picks. In addition
the group supports community events
such as the heald green festival and
Christmas markets.

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period
Para 1.21 The group is in a healthy stable financial
position and covered all it’s costs in the
last financial year, as well as investing in
new equipment and resources for the
group.
Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22 The Group's policy on reserves is to hold
sufficient resources to continue the
charitable activities of the group should
income and fundraising activities fall
short. The Group Trustee Board
considers that the group should hold a
sum equivalent to a full years running
costs given our main fund raising event
is held annually.
We also are aware in the next 5 to 10
years that the roof will require significant
repair or replacement which is estimated
to be no more than £20,000 and we are
putting away £1000 per annum to hold
50% of the estimated cost at the time of
replacement with loans/ grants covering
the difference.
Amount of reserves held Para 1.22 12,000
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 We are currently unable to rent out the
hall which is a concern as is a loss of
circa 8K income, we are hoping to have a
resolution to this by September 2024 in
time for the next financial year.

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document Para 1.25 The Group's governing documents are
those of the Scout Association. They
consist of a Royal Charter, which in turn
gives authority to the Bye Laws of the
Association and The Policy, Organisation
and Rules of The Scout Association.
How is the charity
constituted?
Para 1.25 The Group is a trust established under its
rules (POR) which are common to all
Scouts.
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 The Trustees are appointed in
accordance with the Policy, Organisation
and Rules of The Scout Association.

Reference and Administrative details

Charity name 2ndHeald Green Scout Group
Other name the charity uses
Registered charity number 1031738
Charity’s principal address Behind Methodist Church, Brown Lane, Heald Green, SK8
3RR

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(if any)
Stian Soiland-
Reyes
Peter Metcalfe
Tanya Cross
Zeenat Rasul
Janet Jackson
Charmain May

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) PETER METCALFE Full name(s) Peter Metcalfe Position (eg Secretary, Group Scout Leader Chair, etc) Date 04/06/2024

2nd Heald Green Scouts Group Balance Sheet

Charity Number: 103173

Account for period 1st September 2022 - 31st August 2023

Subscriptions
Received
Capitation
Activities
Squirrels
Beavers
Cubs
Scouts
Group Activities
Contribs to Activities
Premises
Regular Rental Receipts
Function Receipts
Electricity & Broadband
Rent to Church
Insurance
Cleaning/gardening
Maintenance
Other
Kanderstag Monies Rec'd
Grants Rec'd
Bank Int Rec'd
Gift Aid
Donations
Cash Back re Online Spending
Bonfire Proceeds
Plant Sale Proceeds
Santa & Xmas Tree Proceeds
Sale of Gas Bottles
Contribs to Hoodies & Neckers
Contribs to Jubilee Badges
Software Purchase - Hut Bookings
Training Courses for Leaders
Badges
Transfers between Accounts
Kanderstag Payments
Hoodies re Korea & M/ter Maniacs
Group Equipment
Group Consumables
Income
£10,655.00
£8,679.50
£2,960.00
£2,287.50
£1,300.00
£1,890.00
£99.25
£2,362.84
£548.40
£81.16
£7,160.71
£2,143.31
£322.81
£60.00
£78.50
£32.00
£550.00
£41,210.98
Expenditure
£4,242.00
£505.38
£1,187.45
£827.65
£6,107.93
£3,266.56
£1,157.62
£716.64
£829.95
£1,920.00
£4,019.31
£120.00
£195.81
£752.43
£100.00
£1,005.43
£681.50
£4,814.83
£3,613.83
£36,064.32
Movement
£6,413.00
-£3,215.47
-£3,396.02
£5,345.15
£5,146.66
Opening Bank Balances
Closing Bank Balances
£17,668.06
£17,668.06
£58,879.04
£22,814.72
£22,814.72
£58,879.04
£5,146.66

Notes

We show an increase of funds held this year of £5146.66. £647.50 of this is for Hut Bookings for the next Financial Year, £400.00 of which is deposits help which will be refunded. We also hold £200.00 long term deposits.

£294.57 is balance of monies held that parents have paid for Kanderstag 2024

The above accounts were approved at the AGM held on Thursday 11th January 2024.

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of 2[nd] Heald Green Scout group On accounts for the year August 2023 Charity no 1031738 ended (if any) Set out on pages

1

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 examiner's statement

I have completed my examination. I confirm that no material matters have 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:

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.

Signed: CHRIS BARTON Date: 5/01/2024 Name: Chris Barton Relevant professional MAAT & CIMA Part Qual. qualification(s) or body (if any): Address: 24 Churchston Avenue Bramhall SK7 3DA

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).

1

October 2018

IER

Give here brief details of any items that the examiner wishes to disclose .

2

October 2018

IER