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2024-03-31-accounts

Trustees' Annual Report

For the period

From (start date) 0 1 0 4 2 3 3 3 1 0 3 2 4
Section A Reference and administration details
Charity name
Other names the charity is known by
Registered charity number (if any)
HQ registration number
Charity’s principal address
Shire Oak(Leeds)District Scout Council
13 St. ThomasA BecketWalk
Hampsthwaite
HARROGATE
Postcode H G 3 2 F S

Names of the charity trustees who manage the charity

(These will be published in the annual report of the charity and the Charity Register if reporting for a Registered Charity with a charity regulator)

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15		 Trustee Name Office (if any) Dates acted if not for
whole year
ANDREW SYKES
ROBERT TURNER
ALEX WILLIAM MUTCH
PATRICK SMITH
SALLY BELL
LAURENCE EDWARD BELL

Names and addresses of advisers (optional information but encouraged as best practice) (These will be published in the annual report of the charity)

Type of advisor Name Address

1 LT700001 (14 September 2024)

Section B Structure, governance and management
Description of the charity’s trusts
Additional governance issues (optional information but encouraged as best practice)
(e.g. trust deed, constitution)
Type of governing document
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 District'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.
You may choose to include additional
information, where relevant, about:
(e.g. appointed by, elected by)
The Trustees are appointed in accordance with the Policy,
Organisation and Rules of The Scout Association.
The District is a trust established under its rules which are
common to all Scouts.
Trustee selection methods
(e.g. trust, association, company)
How the charity is constituted
The District is managed by the District Trustee Board, the
members of which are the ‘Charity Trustees’ of the Scout
District 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.
The Trustee Board consists of the Chair, Treasurer and 4
Trustees (including 1 Ex Officio Trustees) and meets every 3
months.
Members of the Trustee Board complete Being a Scouts
Trustee learning within the first 6 months of joining the
Board.
This District Trustee Board exists to make sure 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 District'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.
The District 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.
The District is managed by the District Trustee Board, the
members of which are the ‘Charity Trustees’ of the Scout
District 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.
The Trustee Board consists of the Chair, Treasurer and 4
Trustees (including 1 Ex Officio Trustees) and meets every 3
months.
Members of the Trustee Board complete Being a Scouts
Trustee learning within the first 6 months of joining the
Board.
This District Trustee Board exists to make sure 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.

2 LT700001 (14 September 2024)

Section B Structure, governance and management (continued)
Risk and Internal Control
The District Trustee Board has identified the major risks to
which they believe the District 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
District would request the use of buildings, property and
equipment from neighbouring organisations such as the
church, community centre and other Scout Districts. Similar
reciprocal arrangements exist with these organisations. The
District has sufficient buildings and contents insurance in
place to mitigate against permanent loss.
Injury to leaders, helpers, supporters and members. The
District through the capitation fees contributes to the Scout
Associations national accident insurance policy. Risk
Assessments are undertaken before all activities.
Reduced income from fund raising. The District is primarily
reliant upon income from subscriptions and fundraising. The
District does hold a reserve to ensure the continuity of
activities should there be a major reduction in income. The
Board could raise the value of subscriptions to increase the
income to the District on an ongoing basis, either temporarily
or permanently.
Reduction or loss of leaders. The District is totally reliant
upon volunteers to run and administer the activities of the
District. If there was a reduction in the number of leaders to
an unacceptable level in a particular section or the District
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 District.
Reduction or loss of members. The District provides
activities for all young people aged 4 to 18. If there was a
reduction in membership in a particular section or the District
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 District.
Risk and Internal Control
The District has in place systems of internal controls that are
designed to provide reasonable assurance against material
mismanagement or loss, these include 2 signatories for all
payments and a comprehensive insurance policies to ensure
that insurable risks are covered.

3 LT700001 (14 September 2024)

Section C Objectives and activities
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
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 co-
operate 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.
Provision of Distict led Activiites for Young People
Running of Hunters Greave Scout Campsite
Co-ordinating Groups with County and National HQ
Supporting delivery of County led events

Additional details of the objectives and activities (optional information but encouraged as best practice)

You may choose to include further statements, where relevant, about:

4 LT700001 (14 September 2024)

Public benefit statement

The District meets the Charity Commission's public benefit criteria under both the advancement of education and the advancement of citizenship or community development headings.

Section D Achievements and performance
Summary of the main achievements of
the charity during the year
During the year the District supported County with Challenge
23 camp with over 200 attendees from Shire Oak District
Increased use of Hunters Greave campsite by Scouting and
non-Scouting organisations. Non scouting users included
endurance events and drone racing
The District made preparations for transition from Executive
to Trustee Board
Section E Financial Review
Quantify and explain any designations
Details of any funds materially in deficit
(circumstances plus steps to eliminate)
Brief statement of the charity’s policy on
reserves		 The District held reserves of approximately £49,000 against
this at year end. This is above the level required for
operating expenses. However this can be explained by the
plans being drawn up for improvements to the Hunters
Greave site and the Jubilee Hall building. In particular
following
the
renewal
of
the
Hunters
Greave
lease
investigations are underway about replacing the existing
toilet block, storeage buildings for District equipment and
additional campsite activity provision and security
Reserves Policy
The
District's
policy on reserves
is
to
hold
sufficient
resources to continue the charitable activities of the District
should income and fundraising activities fall short. The
District Trustee Board considers that the District should hold
a sum equivalent to 6 months running costs, circa £5,000
whilst holding reserves against reparr and maintenance on
Hunters Greave and smoothing costs to Groups for District
provision at tri-annial County Camps. Much of the annual
income into the District is the pass through of the HQ
capitation charge.

5 LT700001 (14 September 2024)

Further financial review details (optional information)

Youmay chooseto include additional
information, where relevant, about:
• the charity’s principal sources of funds
(including any fundraising);
• investment policy and objectives;
• how expenditure has supported the key
objectives of the charity;		 The District does not have sufficient funds to invest in longer
term investments. The District has therefore adopted a risk
averse strategy to the investment of its funds. All funds are
held in cash using only mainstream banks or building
societies.
The District Trustee Board regularly monitors the levels of
bank balances and the interest rates received to ensure the
District obtains maximum value and income from its banking
arrangements. Occasionally this may involve using an
account that requires a period of notice before funds may be
withdrawn, before doing so the District Trustee Board
considers the cash flow requirements.
Investment Policy

Investment Policy
The District's Income and Expenditure is very small and as a
consequence does not have sufficient funds to invest in
longer-term investments such as stocks and shares. The
District has therefore adopted a low risk strategy to the
investment of its funds. All funds are held in cash using only
mainstream banks or building societies.
Section F Other Optional Information
Plans for future periods (details of any
significant activities planned to achieve them)
Recrutiment of additional Trustees to the Trustee Board
Improvements to Hunters Greave campsite and Jubilee Hall
building
Running a District St Georges Day event
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)
Date
Position (eg Secretary, Chair)		 Andrew Sykes Andrew Sykes Andrew Sykes Andrew Sykes Andrew Sykes Andrew Sykes
Andrew Sykes
Chair
2
5
0
2
2
5
2 5 0 2 2 5

6 LT700001 (14 September 2024)

Shire Oak (Leeds) District Scout Council Receipts and payments account

Year start date Year start date Year end date
For the year
from		 01/04/2023 To 31/03/2024
Receipts and payments
Receipts 2023/24
Unrestricted funds
£		 2022/23
Unrestricted funds
£
Donations, legacies and similar income
Membership subscriptions 41,364 50,945
Donations - 150
Contribution fromClosed Group 1,300 -
GiftAid - -
Othersimilar income - -
Sub total 42,664 51,095
Grants
Maintenenace grant - -
Othergrants - -
Sub total - -
Fundraising events(gross)
Hunters GreaveActivity Centre 9,064 10,984
ExplorersActivities 464 150
Aldwark - 1,575
Challenge23 9,470 -
Sub total 18,998 12,709
Scout hut income
Hire ofbuilding - -
Hire ofequipment - -
OtherScouthutincome - -
Sub total - -
Investment income
Bank interest 331 77
Building Societyinterest 40 12
The ScoutAssociationShortTerm Investment Service - -
Other investmentincome - -
Sub total 371 89
Total Gross Income
Asset and investment sales, etc.
Total receipts
63,893
**- **
62,033 63,893

1 of 3

LT700002 (February 2024)

Shire Oak (Leeds) District Scout Council Receipts and payments account

Year start date Year start date Year end date
For the year
from		 01/04/2023 To 31/03/2024
Receipts and payments
Payments 2023/24
Unrestricted funds
£
40,993
1,899
-
36
-
1,321
2,164
3,783
13,575
-
147
260
-
-
1,300
1,080
66,558
-
-
-
-
-
66,558
-
66,558
- 4,525
58,887
54,362		 2022/23
Unrestricted funds
£
Charitable Payments
Membership subscriptions paid on(National/County/Area/District) 40,993 41,831
Explorers 1,899 844
Grant tonewgroup - 500
Rent &Rates 36 81
Waterand Sewerage - 474
Electricity and Gas 1,321 751
Insurance 2,164 1,731
Repairs andRenewals 3,783 1,435
Challenge23 13,575 -
Printing and photocopying - 147
BankCharges 147 149
Room Hire 260 200
Hunters GreaveRoof - 19,345
Hunters GreaveLease Costs - 8,000
Aldwark Activity Centre 1,300 1,587
SundryExpenses 1,080 613
Sub total 66,558 77,688
Fundraising expenses
Detail 1 - -
Detail 2 - -
Detail3 - -
Other fundraising costs - -
Sub total - -
Total Gross Expenditure
Asset and investment purchases, etc.
Total payments
Net of receipts/(payments)
Cash funds last year end
Cash funds this year end
77,688
-
77,688
- 4,525 - 13,795
58,887 72,682
54,362 58,887

2 of 3

LT700002 (February 2024)

Shire Oak (Leeds) District Scout Council Receipts and payments account

Year start date Year start date Year start date Year end date
For the year
from		 01/04/2023 To 31/03/2024
Statement of assets and liabilities at the end of the year
31/03/2024
Unrestricted funds
£
Cash funds
Bankcurrent account
19,050
Bankdeposit account
19,222
Building society account
15,958
The ScoutAssociationShortTerm Investment Service
-
Cash/Floats
132
Total cash funds
54,362
(agree balances with receipts andpayments account)
ok
Other monetary assets
Taxclaim
-
Debts duefromthe County/Area/District/Group
3,062
Insurance claim
-
Sub total
3,062
Investment assets
Investment property-detail
-
Quotedinvestments
-
Other investments - detail
-
Sub total
-
Non monetary assets for charity's own use
Badge stock
-
Shop stock
-
Otherstock
-
Land and buildings
-
Motor vehicles
-
Scouting equipment,furniture etc
-
Other
-
Sub total
-
Liabilities
Accountsnot yet paid
-
Expensesincurred butnotinvoiced
352
Subscriptionsnot yet paid
-
Loan -detail
-
Hunters Greave Lease
8,000
Sub total
8,352		 31/03/2023
Unrestricted funds
£
23,624
18,890
15,918
-
455
58,887
ok
-
436
-
436
-
-
-
-
-
-
-
-
-
-
-
-
1,300
52
-
-
8,000
9,352
Total net assets 49,072 49,971

The above receipts and payments account and statement of assets and liabilities were approved by the Trustees on 25th June 2024 (the date of the Trustee Board meeting that approved the accounts) and signed on their behalf by

their behalf by
Signature Print Name
Chair
Andrew Sykes
Acting Treasurer
Barrie Oldam

3 of 3

LT700002 (February 2024)

Email.. Robert.Turner@shireoakscouts.co.uk Robert Turner 16 Kings Drive Bramhope Leeds LS16 9JP Q 6 D:C 2024 3 December 2024 UNY BPR Heaton Glenewes House Gate Way Drive Yead0￿ Leeds LS19 7XY fao Martin Garrity I Sam Keane To whom it may concern, Re: Shire Oak District Scouts - 2023/2024 Accounts Following on from your letter of the 9 October, and with many apologies for the delay in responding, please fInd attached a signed copy of the 202312024 accounts for Shire Oak District Scouts. Please do let me know if you need more inforniation, (Robert Turner)

SHIRE OAK (LEEDS) DISTRICT SCOUT COUNCIL Charity Commlsslon reglstered number 1084927 Accounts for the year ended 31 March 2024

Independent Examiner's Report to the Trustees of the Shire Oak (Leeds) District Scout Council for the year ended 31 March 2024 I report to the charity's trustees of lh8 Shire Oak (Leeds) District Scout Council on my examination Df the recelpts and payments accounts for the year ended 31 March 2024 whlch are attached. Responsibilities and basis of report As the charity's trust88s you ar8 r8sponsibl8 for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 {%he Act.). I report in respect of rny examination that the charity's accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Dlrectlons glven by the Charity Commission under section 145(5)(b) of the Act. Independent examlnerfs statement I have completed my examination. I confirm that no material matters have come to my attention in connection wilh the examination giving me cause to believe that In any material respect.. {1) accounting records were not kept in respect of the charity as r8quir8d by section 130 of th8 Act- or (2) the accounts do not accord with those records. I have no concerns and have come across no other matters in connection with the examinatlon to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. UHq Martln Garrlty FCCA FCA UHY BPR Heaton Chartered Accountants Glenewes House Gate Way Drive Yeadon Leeds LS19 7XY 25 June 2024

Shire Oak (Leeds) District Scout Councll Receipts and payments account Year start dale Year end dale For the year from 01-Apr-23 To 31-Mar-24 Receipts and payments 202312024 202212023 Unrestrlcted funds Unrestrlcted funds Recel ts Donations le acles and slmllar Incorne Membershi subscTI lions Donations Le acies Gift Aid Other similar income 150 Sub total Grant$ Maintenenace Other rants rant Sub total Fundraisln events Hunters Greave Activi lorers Activities Aldwark Other fundralsln Centr8 464 150 acbvitles Sub total Scout hut Income Hire of buildin Hire of e ui ment Other Scout hul Income Sub total Investment income Bank interest Buildin Socie interest The Scout Association Short Temi Investment Sorvicè Other investment income 331 40 77 12 Total Gross Income Asset and Inv•stm•nt sales, elG. Total receipts Shire Oak (Leeds) District Scout Council Receipts and payments account Year start dale Year end dale For the year from 01Apr-23 31-Mar-24 Receipts and payments 202312024 202212023 Unrestrlded funds Unrestrlcied funds ents Charltable Pa ents Membershl subsGri lions Ex lorers GTanl to New Grou Rent Water and Sewera EIÈtyTQO aid Dn Nalionallcoun IArealDi5trict 844 500 81 474 1 OT81 36 21 1,321

Insurance Re airs and Renewals Materials and e ment Printin and holoco Bank Cha es Room Hire Hunters Greave Roof Hunters Greave Lease Costs Aldwark Activi Sund Ex 8nses 2,164 3,783 13,575 1.731 1.435 147 149 200 19,345 8,000 1,587 147 260 1,300 Sub total T,688 Fundralsin Detail 1 Detail 2 Detail 3 Other fundraisin ex ansgs costs Sub total Total Gmss Expenditure Asset and Investment purchases. etc. Total payments 58 Net of recelpts/(payments) Cagh funds last yèar end Cash funds thls year end 13,79 Shlre Oak (Leeds) Dlstrlct Scout Councll Receipts and payments account Year start dale Year end da18 For the year from 01-Apr-23 31.Mar-24 Statement'of assets and Ilabilities at the end of the year 202312024 Unr8strlct8d funds 202212023 Unrestrlcted funds Cash fundg Bank current account 8Ènk de osil account Buildin sociel account The Scout A88oclallon Short Tarm Investment S8Nlce CashlFloals 132 455 Total cash funds ree ba1￿Ces ￿1h rec•1 1$ and onl$ account ok Other moneta Tax claim Debts due from the Count IArealDlslrlcVGrou Insurance clalm assets 438 Sub total Investment assets Investment ro ert - detall Quoted Investments Other investments - delall Sub total assets for chaTIt Non moneta Bad e stock Sho stock Other stock Land and buildin Motor vehiclos Scoulin ui Other 's own use menl, furniturè elc Sub total Liabilities

enses incuffed bul not invoiced SubscTI tions not et ald Loan - detail Other liabilllies 352 52 Sub total 52 Tolal net assets The above recelpts and payments account and Statement of assets and liabllltle5 were approved by the Trustees on 25th June 2024 {the data of the Executlve Commlltee meetlng that approvod the accounts) and signed on thelr behalf by nature Print Name Andrew Sykes- Chair LT700002 {July 2021) 3of3