Trustees' Annual Report
For the period
From (start date) 0 1 0 4 2 3 to end date 3 1 0 3 2 4
| Section A | Reference and administration details | Reference and administration details | Reference and administration details | Reference and administration details | Reference and administration details | Reference and administration details | Reference and administration details |
|---|---|---|---|---|---|---|---|
| Charity name Other names the charity is known by Registered charity number (if any) Charity’s principal address |
Kirkburton 28th Scout Group Kirkburton Uniformed Groups 1 0 3 7 9 1 3 Hallas Road Kirkburton Huddersfield Postcode H D 8 0 Q Q |
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| Hallas Road | |||||||
| Kirkburton | |||||||
| Huddersfield | |||||||
| Postcode | H | D | 8 | 0 | Q | Q |
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 |
|---|---|---|---|
| William Alexander George Newham | Chair | ||
| Martin Edward Smith | GroupScout Leader | ||
| Robert Glyn Phillips | Treasurer | ||
| Sandra Delamere | Secretary | ||
| Robert Russell Smith | |||
| Joanne MarySmith | Guide Leader | ||
| WendyMayGill | Cub Section Leader | ||
Section A Reference and administration details (continued)
Names and addresses of advisers (optional information but encouraged as best practice)
Type of advisor Name Address
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Section B
Structure, governance and management
Description of the charity’s trusts
Type of governing document (e.g. trust deed, constitution)
The Group's governing documents are those of the 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 the charity is constituted (e.g. trust, association, company) Trustee selection methods (e.g. appointed by, elected by)
The Group is a trust established under its rules which are common to all Scouts. The Trustees are appointed in accordance with the Policy, Organisation and Rules of The Scout Association.
Additional governance issues (optional information but encouraged as best practice)
You may choose to include additional information, where relevant, about:
The Group is managed by the Trustee Board, the members of which are the ‘Charity Trustees’ of the Scout Group which is an educational charity. As charity trustees they are responsible for complying with legislation applicable to charities. This includes the registration, keeping proper accounts and making returns to the Charity Commission as appropriate. All the resources of the organisation are shared with the Guides who hold the lease on the building and are involved with the management and fundraising. Work is currently underway to try and identify an organisational structure which acknowledges and accommodates this.
Policies and procedures adopted for a) the induction and training of trustees; b) trustee' consideration of major risks and the systems and procedures to manage them
The Trustee Board consists of 3 independent representatives, Chair, Treasurer and Secretary together with the Group Scout Leader and four other members.
Members of the Trustee Board complete 'Being a Scouts Trustee' learning within the first 6 months of joining the Board.
This Trustee Board exists to make sure that the charity is well managed, risks are assessed and mitigated, buildings and equipment are in good working order, and everyone follows legal requirements and the organisation's policies and rules. Their support helps other volunteers run high-quality and safe programmes that gives young people skills for life.
The maintenance of Group property; The raising of funds and the administration of Group finance; The insurance of persons, property and equipment; Group public occasions; Assisting in the recruitment of leaders and other adult support; Appointing any sub committees that may be required; Appointing Group Administrators and Advisors other than those who are elected.
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Section B
Structure, governance and management (continued) Risk and Internal Control The Group Executive has identified the major risks to which they believe the Group is exposed, these have been reviewed and systems have been established to mitigate against them. The main areas of concern that have been identified are: Damage to the building, property and equipment. The Group would request the use of buildings, property and equipment from neighbouring organisations such as the church, community centre and other Scout Groups. Similar reciprocal arrangements exist with these organisations.The Group has sufficient buildings and contents insurance in place to mitigate against permanent loss. The building is on a ten year lease from Kirklees Council which expired in March 2021. The Group has been raising funds for the last few years to ensure that alternatives are available should the lease not be renewed. Negotiations are ongoing with Kirklees Council to determine whether there is a possibility of a Community Asset Transfer which would transfer full responsibility for the site. Due to the financial position of the Council, this is unlikely at present and the land is held for its potential development value. Injury to leaders, helpers, supporters and members. The Group through the capitation fees contributes to the Scout Association's national insurance policy. Risk Assessments are undertaken before all activities Reduced income from fund raising. The Group is primarily reliant upon income from subscriptions and fundraising. The group does hold a reserve to ensure the continuity of activities should there be a major reduction in income. The Committee could raise the value of subscriptions to increase the income to the group on an ongoing basis, either temporarily or permanently. Reduction or loss of leaders. The group is totally reliant upon volunteers to run and administer the activities of the group. If there was a reduction in the number of leaders to an unacceptable level in a particular section or the group as a whole then there would have to be a contraction, consolidation or closure of a section. In the worst case scenario the complete closure of the Group. Reduction or loss of members. The Group provides activities for all young people aged 6 to 14. If there was a reduction in membership in a particular section or the group as whole then there would have to be a contraction, consolidation or closure of a section. In the worst case scenario the complete closure of the Group. The Group has in place systems of internal controls that are designed to provide reasonable assurance against material mismanagement or loss, these include 2 trustees to approve all payments and comprehensive insurance policies to ensure that insurable risks are covered.
3 LT700001
| Section C | Objectives and activities |
|---|---|
| Additional details of the objectives and activities Public benefit statement Summary of the objects of the charity set out in its governing document Summary of the main activities in relation to these objects |
The Purpose of Scouting The Values of Scouting As Scouts we are guided by these values: The Scout Method - 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 Scouting exists to actively engage and support young people in their personal development, empowering them to make a positive contribution to soceity. 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 co-operate with others and make friends Scouting takes place when young people, in partnership with adults, work together based on the values of scouting and: |
| Each Group undertakes a broad range of activities working towards badges and awards, attending camps, district events and outings. |
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| When planning the Group's activities for the year the trustees consider the Charity Commission's general guidance on public benefit.The Group endeavours to draw on parental and community support for fundraising and maintenance projects. The Group supports other community organisations but is not in itself a grantmaking body. |
|
| 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. |
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| 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. |
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Section D 4
| Summary of the main achievements of the charity during the year |
Once again, all the Scoutng & Guiding sectons provided our youth members with engaging programs throughout the year. Here is a brief summary of their actvites. Beavers averaged 17 members during the year ending with 15. Over 90 badges were awarded. Their actvites included team games & challenges, Gardening/liter picking/recycling, Treasure hunts and tree identfcaton, Emergency aid, Fair trade, builder badge, a Beetle drive, indoor archery, crafs and baking, They explored their environment, put up tents, did navigaton & orienteering, completed Air Actvites, celebrated Eurovision, had an Xmas party, played water games and generally had lots of fun. Cubs averaged 17 members ending with 15. Over 150 badges awarded, and cubs enjoyed a variety of actvites both indoor and out - ranging from sleepovers and pack holiday to low ropes and climbing, water fghts, hikes, pioneering, hikes and the Athletes badge. They prepared for camp, made bird feeders & Jack o’ lanterns, invented superheroes, did some art and crafs and celebrated Diwali, Chinese New Year, Mother’s Day, Easter & Christmas. They cooked (and ate) pizza, s’mores and designed a chocolate bar. They had a visited from the police, discussed personal safety and played lots of games. Scouts had an average of 17 members and ended the year with 16. Over 170 badges were awarded including 3 Chief Scout Gold awards. Scouts celebrated, Christmas, Halloween and Independence Day, they adopted 3 graves in the cemetery, tended them and built planters for them. They te dyed T shirts, built rafs, put up and checked tents, learned circus skills, played wide games, and undertook team challenges. They worked on their astronomy badge, learned about satellites and how to keep bodies healthy. They discussed afnity bias and LGBTQ issues as well as social media issues and ways to safely promote scoutng. They worked on their navigaton and map reading including hikes and did some pioneering. They visited a Gurdwara and Laser zone. They rock climbed, helped at the Spring Clean and went on a bunk house weekend. All the sectons atended both St George’s day and Remembrance events. The Guiding sectons, Brownies, Guides and Rangers were also very actve throughout the year. Details of their actvites will be reported separately. Thank you, all the volunteers who make up our leadership teams. Without your contnued enthusiasm and dedicaton we would not have the excitng, educatonal and engaging programs that our Young People enjoy. |
|---|---|
5 LT700001
| Section E | Financial Review |
|---|---|
| Brief statement of the charity’s policy on reserves Quantify and explain any designations Details of any funds materially in deficit (circumstances plus steps to eliminate) |
Reserves Policy 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 lease of the building expired in March 2021 and negotiations are ongoing with Kirklees on the possibilities of renewal or other mechanism to maintain the use of the building. The building also suffers from a lack of storage space. The Group have been fundraising for many years for this eventuality and the Group Executive considers that a sum of £40,000 should be held in reserve as a contingency fund. The Group had funds in excess of this figure at the year end |
Further financial review details (optional information)
| Investment Policy The Group's does not invest in longer-term investments such as stocks and shares. The Group has therefore adopted a risk averse strategy to the investment of its funds. All funds are held in cash using only a mainstream bank account. The Group Executive regularly monitors the levels of its bank balance to ensure the group obtains maximum value and income from its banking arrangements. |
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|---|---|
| Section F | Other Optional Information |
| Plans for future periods (details of any significant activities planned to achieve them) |
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| Section G | Declaration |
The trustees declare that they have approved the trustees’ report above
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position |
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|---|---|---|---|---|---|---|---|
| GLYN PHILLIPS | WILLIAM ALEXANDER GEORGE NEWHAM | ||||||
| TREASURER | CHAIR | ||||||
| Date | 1 5 0 6 1 4 |
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| 1 | 5 | 0 | 6 | 1 | 4 |
6 LT700001
Kirkburton 28th Scout Group (Charity no. 1037913) Receipts and payments account
| Year start date | Year start date | Year end date | ||
|---|---|---|---|---|
| For the year from |
4/1/2023 | To | 3/31/2024 | |
| Receipts and payments | ||||
| Receipts | 2023/24 Unrestricted funds £ 6,012 - - 929 297 7,238 - - - - 16,509 2,710 - 19,219 - - - - - - - - - 26,457 - 26,457 |
2022/23 Unrestricted funds £ |
||
| Donations,legacies and similar income | ||||
| Membershipsubscriptions | 6,012 | 4,886 | ||
| Donations | - | 50 | ||
| Legacies | - | - | ||
| Gift Aid | 929 | 437 | ||
| Other similar income | 297 | 1,766 | ||
| Sub total | 7,238 | 7,139 | ||
| Grants | ||||
| Maintenenacegrant | - | - | ||
| Othergrants | - | - | ||
| Sub total | - | - | ||
| Fundraisingevents(gross) | ||||
| Beer Festival 2022 | - | 14,687 | ||
| Beer Festival 2023 | 16,509 | 1,445 | ||
| Beer Festival 2024 | 2,710 | - | ||
| Other fundraisingactivities | - | - | ||
| Sub total | 19,219 | 16,132 | ||
| Scout hut income | ||||
| Hire of building | - | - | ||
| Hire of equipment | - | - | ||
| Other Scout hut income | - | - | ||
| Sub total | - | - | ||
| Investment income | ||||
| Bank interest | - | - | ||
| BuildingSocietyinterest | - | - | ||
| The Scout Association Short Term Investment Service | - | - | ||
| Other investment income | - | - | ||
| Sub total | - | - | ||
| Total Gross Income Asset and investment sales, etc. Total receipts |
||||
| 23,271 | ||||
| - | ||||
| 26,457 | 23,271 |
Kirkburton 28th Scout Group (Charity no. 1037913) Receipts and payments account
| Year start date | Year start date | Year end date | ||
|---|---|---|---|---|
| For the year from |
4/1/2023 | To | 3/31/2024 | |
| Receipts and payments | ||||
| Payments | 2023/24 Unrestricted funds £ 2,809 991 - 1,100 138 1,238 690 763 689 - 1,017 194 - 500 96 - 10,225 - 11,458 760 - 12,218 22,443 - 22,443 4,014 63,928 67,942 |
2022/23 Unrestricted funds £ |
||
| Charitable Payments | ||||
| Membershipsubscriptionspaid on(National/County/Area/District) | 2,809 | 2,700 | ||
| Youthprogramme and activities | 991 | 1,331 | ||
| Adult support and training | - | - | ||
| Rent | 1,100 | 1,100 | ||
| Water and Sewerage | 138 | 144 | ||
| Electricityand Gas | 1,238 | 759 | ||
| Insurance | 690 | 680 | ||
| Repairs and Renewals | 763 | 646 | ||
| Materials and equipment | 689 | - | ||
| Printingandphotocopying | - | - | ||
| Contribution to campcosts and external activities | 1,017 | - 18 | ||
| Uniforms and Badges | 194 | 813 | ||
| AGM and trustee expenses | - | - | ||
| Donations | 500 | - | ||
| Bank Charges | 96 | 156 | ||
| Other costs | - | - | ||
| Sub total | 10,225 | 8,311 | ||
| Fundraisingexpenses | ||||
| Beer Festival 2022 | - | 9,807 | ||
| Beer Festival 2023 | 11,458 | 2,070 | ||
| Beer Festival 2024 | 760 | - | ||
| Other fundraisingcosts | - | - | ||
| Sub total | 12,218 | 11,877 | ||
| Total Gross Expenditure Asset and investment purchases, etc. Total payments Net of receipts/(payments) Cash funds last year end Cash funds this year end |
||||
| 20,188 | ||||
| - | ||||
| 20,188 | ||||
| 4,014 | 3,083 | |||
| 63,928 | 60,845 | |||
| 67,942 | 63,928 |
Kirkburton 28th Scout Group (Charity no. 1037913) Receipts and payments account
| Year start date | Year start date | Year start date | Year end date | |
|---|---|---|---|---|
| For the year from |
4/1/2023 | To | 3/31/2024 | |
| Statement of assets and liabilities at the end of the year | ||||
| 3/31/2024 Unrestricted funds £ Cash funds Bank current account 67,331 Bank deposit account - Buildingsocietyaccount - The Scout Association Short Term Investment Service - Cash/Floats 611 67,942 (agree balances with receipts andpayments account) ok Other monetaryassets Tax claim - Debts due from the County/Area/District/Group - Insurance claim - Sub total - Investment assets Investmentproperty- detail - Quoted investments - Other investments - detail - Sub total - Non monetaryassets for charity's own use Badge stock - Shopstock - Other stock - Land and buildings - Motor vehicles - Scoutingequipment,furniture etc 17,600 Other - Sub total 17,600 Liabilities Accounts notyetpaid - Expenses incurred but not invoiced - Subscriptions notyetpaid - Loan - detail - Other liabilities - Sub total - Total net assets 85,542 Total cash funds |
3/31/2023 Unrestricted funds £ |
|||
| 63,450 | ||||
| - | ||||
| - | ||||
| - | ||||
| 478 | ||||
| 63,928 | ||||
| ok | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| 17,600 | ||||
| - | ||||
| 17,600 | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Total net assets | 85,542 | 81,528 |
The above receipts and payments account and statement of assets and liabilities were approved by the Trustees on 18th September 2024 (the date of the Trustee Board meeting that approved the accounts) and signed on their behalf by
| Signature | Print Name |
|---|---|
| Chair: WILL NEWHAM | |
| Treasurer; GLYN PHILLIPS |
Inde endent Examiller's Re ort to the Trustees of the Kirkburton 28th Scout Grou Chari No 1037913 I rcport to thc Ttust¢cs on my examination of the accounts of thc above Scout Group for the year ended 31 March 2024, which ar¢ sct out on pag¢s I to 3. Responsibilities and basis of the Report Thc Group's TnL8tees arc rcsponsiblc for thc prq)aration of the Counts iti accordance with the r¢quir¢mcnts of the Charilies Act 2011 (th¢ Charitics Act). They consider that an audit is not rcquired for this ycar under section 144(2) of the Charitics and that an ind¢p¢ndent cxamination is neede(L I report in respect of my examination of the charity's accounts carried out under section 145 of the Charitics Act and in carrying out my examinatio I have follow¢d all the applicable Dircclxons givcn by the Charity Commission under section 145(5Mb) of the Charities Act. Independent ELqminer's Statement I have completed my cxamination. I confirni that no matcrial mattcrs havc comc to my attention in connection with the ¢xaminalion which give mc cause to b¢liLve that in any malerial resp¢¢t: thc accounting rccords wtte not kcpt in accordance with section 130 of thc Charities Act. or th¢ accounLs did not accord with the accounting records, or the accounts did not comply with the applicable rcquir¢m¢nts concerning the fonn and content of accounts s¢t out in thc Charitie8 (AccounLs and Rcports) Regulations 2008 other than any requir¢munt that the accounts give a"Irue and fair view" which is not a matter ¢onsidercd as part of an ind¢pend¢nt cxamination. I have no concenL8 and have come across no other matt¢rs in ¢onnection with the examination lo which alltE0n should be drawn in this report in order to enabl¢ a proper undcrstanding of thc accounts to b¢ reached. Signed Name: Sarah Bell Relcvant prof¢ssional qualification or body.. Address: 29 Dcnc Park, HighbUrtO Hudd¢rsficl HD8 OXJ Date: 7th June 2024