2024-03-31-accounts - South West Lakes District Scouts

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Annex A to DT8 02092024 Scouts South West Lakes District Scouts Annual Review 2023-24

Contents District Chairs Summary Receipts & Payments Account Active Groups Current Membership & Growth PLans AduLt Awards Summary Appointments Committee Sumrnory Urswick Summary District Lead Voluntser Summary Chair's Summary I'm proud to continue leadirbg the South West Lakes Trustee Boord in what is now my I lth year s Chair. I continued to be excited oboLrt our developing plans to transform the way we dekn'ver Scoutirbg to our Young People and I was re8lLy pleased to see the District grow by 6% in 2023124 with clear and aMbitK5 plans for future Growth in coming years. The Trustee Board remains focussed on Tts core role of supporting the District to delNer high quaLity. safe Scouting for our Yourbg People and none of this would be possible were tt not f diverse arKI experienced group of Trustees. aLI of who volunteer their time desprte many other commitrnents in their home. work and Scouting lives. The District remains in a relatively sound position financiJUy although our Facilities (District Campsite at Urswick and Distrirt HQ in Barrow) are both ageiThJ facilib.es which conb.nues to require maintenance and further updating. It has been great to see continued recognrtion of Volunteers arbd I want to add my personal thanks to alL - both those who reguLarly provide programme acbvityes to our Young PeopLe and to those workn.ng behind the scenes to ensure the Charity c¢)fflplies wth UK Law arKI Scout AssociatbDn Policy. Organisab'on & Rules. Andrew Lowther- District Chjir

456 Niia&•Jwlht)Mr o YaJ4

Active Groups- 2023r24 1st Ulverston IX & 7th 8arrow-in-Furness 17th Barrow-in-Furness Ilth Barrow-in-Furness 1st Broughton 3rd Duddon 1st Duddon 1st Millom 2nd ULverston Walney Churches Duddon Dragon ESU Xenolith ESU Yeti Young Leader ESU InFM ng• *rf• B•y

Current Membership & Growth Plans The past year has been one of Growth - both Young People and Adult Volunteers. The breakdown of current membership is below. and highlights are- 6% increase in totalyouth Membership 511 Young People16 to 24) regularly enjoy Scouting in South West Lakes 33% increase in Explorer Unit Membership114 to 17 year olds) 150 AduLt Volunteers lan increase of 5%) 2 Target for opening of Squirrel Dreys to extend our reach to 4 to 6 year olds Total Membership - 2024 700 51X 300 200 Mal• S•Jl.Id•Atity Prlftrmtto Say Total • TOTAL YOUTh MEMBERSHIP •TOTALADULT MEMBERSHIP • TOTAL MEMBERSHIP Youth Membership- 2024 600 500 400 300 200 IOD •Fernth • ]F.Iden •ProfeTllOttD * •T4A

2024 Growth Plan The 2024 Grovrth Plan is being led by two key Volunteers supported by the HQ Growth & Cornmunities Team. Current priorib.es are: Continued support for existing Groups Work on Perception through presence at local events. resulting in adult recruitment Consideration of best options for opening of Squirrel Dreys Opening of one additionaL Cub Section in Auturnn 2024 Expansion of ExpLorer Scout provision in Barrow. To take advantage of HQ financial and practical support this is hoped to be a Barrow ESU opening in late 2024. Adult Awards We are delj'ghted that a rbumber of scout volunteers across the South West Lakes district continue to be recognised for their servbce and it was great to see South West Lakes represented at the annual Windsof Parade. Awards this year have ranged from Silver WoLf- the highest award made by the Scout AsscKiatDon to Chief Scouts Commendations- recognising regular voluntttring across the District Appointsnents Advisory Committee The Appoinlrnents AdvOry Panel have met via "Zoom" 7 b'mes since the last AGM. l New Leader Appointment is currently being processed and will meet with the Appointments Advisory Panel when aLL relevant detsils are received. 13 Provisbonal appointrnents have been approved. 27 Occasional Helper appointments have been given DBS clearance. 38 DBS renewal checks have been carried out 5 RoLe changes have been made. l Appointment change has been made. l Leader has tsken an additNJnal appointJnenL

14 Leader Appointments have been cancelled for varying reasons. • 22 Occasional Helper Appointments have been cancelled. As can be be seen from the report above it has again been a very full year with new Leaders. OccasionaL Helpers. Appointrnent and Role Changes. The Panel meet as and when required generally via -ZOOM-. Brian Butterfield Appointments Secretsry Urswlck Iiyq- The site continues to be well used. both by local Groups and those outside of South West Lakes. including Groups using the site as base of Expeditions and visits to the wider local area. Our Warden. Anth)ny Cullen decided to stsnd down this year to focus his efforts elsewhere in Scouting - grateful thanks to Anthony for his hard work over the past few years. As we embed out new Volunteering CuLture. the management of Urswick has now been transferred to the District Facilities Sub-team - this consists of a blend of experience and 5ignrficant Youth involvement leading to continued development of the site as an asset of Young People LocaLly and further afieLd.

Work around the site continues and relies on regular hard work by a core team of volunteers together with wider support at workirbg weekends. The work includes reguLar rnaintenance. continued improvement to buildings and woodland to ensure the site remains safe. To book the sits contsct - urswickwarden@southwestLakesscouts.org.uk District Lead Volunteer's Commentary The last twelve months have been another great year for South West Lakes Scouts. I never faiL to be impressed by the enthusiasm and dedication of our Volunteers who strive weekly to provide skn'lls and safe adventure for Young People throughout the District My personal highb'ghts have been. The weekly efforts of our many volunteers who quietly and without fuss provide safe adventure for our Young People The behind-the-scenes efforts from District and Group Trustees who govern our activities and ensure we remain cornpliant with UK Law and the Scout Association Policy. Organisation and RuLes The estab"shment of a Steering Group of Young Adults114 to 24 tram) who are steering and guiding key decisions in the District- this will ensure thatthe District remains vibrant and relevant in the year5 to come The establishment of a Young Leader Unit which WILI provide opportunities for 14 to 18 year olds to develop their Leadership skills in collaboration with others Continued development of the Urswick Campsite. including estab'shlng a seryice team with a wide range of experience and enthusiasm Continued fun and adventure foryoung People and Adults alike 2024125 will continue to chalLenge us- our focus on Safety and Compliance must remain. there WIIL be continued pressure to grow our District to increase our offering to Young People and the way we VoLunteer wilL stsrt to change as the Transformab"on and our new way of VoLunteering start to tske effect These WILL be wide ranging. some we will be comfortable with and sorne may take some time to get used to. As always. it's a priNYlege to voluntser with you aLI- thank you.

South West Lakes District Scouts Financial Statements for the year ended 31st March 2024 Contents I Independent Examiners Report 2 Receipts and Payments Account 3 Receipts for the Year 4 Payments for the Year 5 Statement of Assets

Independent Examiner's Report to the Trustees of South West Lakes District Scouts I report on the financial statements of South W¢st lakes District Scouts for the y¢ar ended 3 1st March 2024 which are s¢t out on pages 2 to 5. Respective responsibilities of trustees and examlner The charity's tSte¢S are responsible for the preparation of the funCIal statements. The chariW8 truste¢s Consider that an audit is not required for this y¢ar (under section 43{2} of ihe Charities Act 1993 (the Act)) and that an independent examination is needed. It 15 my responsibility to . examine the accounts (under section 43(3){a) of the act); - follow the procedures laid down in the Gen¢ral DIrtionS given by the Charity Commissioners (undcr section 43(7)(b) of the acl); and stat¢ whether particular matters hav¢ com¢ to my attention. BASIS of Independent examiner's statement My exgminalion wa5 carried out in accordance with G¢n¢ral Directions given by ihe Charity Commissioners. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts pr¢s¢nt¢d with those records. It also includ¢s consideration of any unusual items or disclosures in the accounts, and sccking explanations from the Inte¢S concerning any such matters. The procedures undertaken do not provide all the evidence that would be requried in an audil, and ¢ons¢quently I do not express an opinion on the financial statements. Independent exAminer's statement In connection with my examination, no matter has come to my attention: {1 ) which gives me reasonable cause to believe that in any mal¢rial respect the requirements. lo keep accounting records in accordance with section 41 of the 1993 Act; and lo pr¢par¢ financial statements which accord with the accounting records and comply wlth the ac¢ounling requirements of th¢ Act have not been met. or (2) lo which, in my opinion, attention should b¢ drawn in order to enable a proper und¢rstanding of th¢ financial statements to be reached R M Ev6r6tt 9th June 2024 Mr R M Everett - Accountant

South West Lakes District Scouts Receipts and Payments Account For the year ended 31st March 2024 2024 2023 Total receipts for the year 52,953 25,864 Total payments for th¢ y¢ar 53,456 52,659 Net (d¢ficit)/surplus for the year (503) (26,795) Cash, bank and similar thnds brought fonvard 73,069 99,864 Cash, bAnk And similar funds carrled forward 72,566 73,069 The above account and accompanying Statement of Ass¢ts and Liabilities were approv¢d by the Trustees on 9th June 2024 and signed on their behalf by A Lowth6r Mr A Loivther- Chalrman

South West Lakes District Scouts Recelpts for the ye¥Jr ended 31st March 2024 2024 2023 Donations and Grants Rathbone Inv¢sthient management Fi'ancis C Scott Trust David Snowden Asda Foundation - re Sl Georges Day Ulverston Town Council - rc St Georges Day ,500 1,500 1,000 1,000 1,000 4,000 2,000 Income from Properties Camp Site at Urswick Park Drive Headquarters 5,673 998 6,671 5,150 935 6,085 Activitles Resource Shop aiid Badge Sales District Xenoliih Exploier Unil Duddon Dragons Explorer Unit 2023 Subs from Groups Sl Georges Day Event Income 3rd Duddon Reimbursement of Expenses Paid Isl Lev¢n Vallcy- Closed Group Funds Winter Camp Income- Duddon Dragons TSA Charity A¢¢ount Income re 1st Broughion Group Cub Camp Income Other income frotn gryoups and activities 2,618 9,937 3,200 16,496 1.720 978 3,066 483 3,500 3,114 6,165 5,746 2,701 40 17,766 271 42,269 Suiidry Reeelpts Nvrweb Wayleave 13 13 13 13 Total receipts for the year 52,953 25,864

South West Lakes District Scouts Payments for the year ended 31st March 2024 2024 2023 Ursiviek Camp Site General Rates Water Rates Light and Heat Insurance Repairs and Maintenance 73 513 1,678 1,306 1,761 5,331 220 525 2,153 1.169 1,568 Park Drlve Hut Rent & General Rates Water Rat¢s Light and Heal Insurance Repairs and Maintenanc¢ 16 586 699 871 276 2,448 84 132 994 829 2,039 Actfivltles Scouting Expenses including capitation Resource Shop and Badgc Purcliases Dislrict Xenolith Explorer Unit Diiddon Dragons Explorer Unil Si Georges Day Ev¢nt Cub camp Expense5 District Media Licence 24,400 2.500 6.040 4,326 7,763 2,499 9,898 6,644 2,285 349 384 45,413 Sundry Expendltur¢ Telephone, Travel and Sundries Bank Charges 188 76 264 72 72 Total payments for the year 53,456 52,659

South West Lakes District Scouts Statement of Asset5 and Llablll¢le$ as at 31st Marek 2024 2024 2023 C#sh and Bank Bolances Bank Accounts - Current AGcount ShoplBadge Account District Xenolith Explorer Unit Duddon Dragons Explorer Unit Cash in Hand Tr¢asurer - HQ Float Urswick Warden Distt'ict Xenolith Explorer Unit 58.530 2,840 5,098 5.027 61,939 2,722 1.123 6.153 39 26 loo 334 672 338 594 72,566 liivestment Assets IM CAF UK Equity Fund (The original amount invested in October 2003 was £10925) 18.652 16,854 16054 Othey Monetfvry A$set$ Amounts owed by '0UP$ for Capitalion & Costs Stock on Hand - Resource Shop and Badges 18.882 2,845 21,727 17,314 3,862 21,176 Total Monetiry Assets Il2945 111099 Assels R¢tAlned for the the Charlty'$ Oivn Use In addition lo the monetai'y asscls lislcd above the charity also owns the following items which h&ve been pui¢hased ovei. many years at a total historical cosl of £156124 (2023 - £156124) The current value of these items has not been quantified at 31 st Mah 2024 Freehold - Urswick campsite, Flat Woods, Great Urswick Campsite buildings, huts. camping cquipmenl and furniture Toil¢l and shower block at Uiswick campsit¢ Building & Conl¢nt8 of S¢out HQ Park Drive, Barrow-in-Furness Badge machine, laminator and other equipment Marquee lent Toaslei., pl¢ltes and cups, boiler & PA Syst¢m and carry c&8e The freehold lit1¢ to the ¢an)p51t¢ at Flat Woods, UrswicK Nr Ulverslon, is vested in the Scout Asso¢iation Tnvdt CoiForation as Trust¢¢$ for the Distri¢t. R¢ytrlc¢ed Funds Dui'ing pi'evious ar5 the charity received donalions totglling £2301)O to pay for I1 Developmmt Projects. Payments of £18525 have been mad¢ towards the cost ofihc kncal Development Projects and Iberefore th¢ balance of £4475 is carried forward a restricted fund. During previous years £4504 was rcc¢ived from the foTmcr Duddon and High Furness District Executive from their Closed Group Fund. It has been decided that this will b¢ used only to provide financial wistsrtce to new groups, During the year £275 was given to groups for sel up cosis- the b?18nce of the fund is now £4229 In previou5 years the charity received donations of £1201)O from the John Winder Fund. The donor has indicated that the capital should only be used for long terni capitsl projects In previous years the eh&rity received a donation of £8000 from the JR Oldfield Deceasd Will Trust This donation has be¢n deSiated as being for long lerni capi121 projects. During the year we receiv¢d £3500 in 8ranl funding for 1st Broughion Group. This is being beld on th¢ir behalf iintil issues wilh their bank account 8re resolved