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 aMbitK￿5 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 YaJ*￿4

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 Adv￿Ory 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 t￿Ste¢S are responsible for the preparation of the fu￿nCIal 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 DIr￿tionS 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 In￿te¢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 Ma￿h 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 I￿1 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 deSi￿ated 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

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 t￿Ste¢S are responsible for the preparation of the fu￿nCIal 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 DIr￿tionS 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 In￿te¢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 Ma￿h 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 I￿1 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 deSi￿ated 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