2023-12-31-accounts

From 01 January 2023 (Period start date) To 31 December 2023 (Period end date)

Charity name: 1[ST] Heaton Moor Scout Group

Charity registration number: 1178535

Objectives and Activities

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SORP reference
Summary of the purposes of Para 1.17 The objectives of the Group are as a unit of the
the charity as set out in its Scout Association. The Aim of
governing document
development of young people in achieving
their full physical, intellectual, social and
spiritual potentials, as individuals, as
responsible citizens and as members of their
local national and international c
The method of achieving the aim of the
Association is by providing an enjoyable and
attractive scheme of progressive training,
based on the Scout Promise and Law and
guided by adult leadership.
As Scouts we are guided by the values of
integrity, respect, care, beliefs and co-
operation.
Summary of the main activities Para 1.17 and 1.19 The Group meets the Charity Commission's
in relation to those purposes public benefit criteria under both the
for the public benefit, in advancement of education and the
particular, the activities, advancement of citizenship or community
projects or services identified development headings.
in the accounts.
Our scout group provides weekly meetings,
outdoor activities, camping trips, international
trips and community service projects. These
activities help members develop essential life
skills, teamwork, and leadership qualities. We
also participate in national scouting events and
international jamborees.
Statement confirming whether Para 1.18 The trustees have had regard to the guidance
the trustees have had regard issued by the Charity Commission on public
to the guidance issued by the benefit when planning our activities.
Charity Commission on public
benefit
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Additional information (optional)

You may choose to include further statements where relevant about:

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SORP reference
Policy on grant making Para 1.38 Not applicable
Policy on social investment Para 1.38 We do not engage in investment (and
including program related therefore social investment) activities.
investment
Contribution made by Para 1.38 Our scout group relies heavily on the
volunteers dedication of volunteers, including leaders,
assistants, and committee members/trustees,
who contribute an extensive number of hours
to planning and running activities.
Other Signatories to bank accounts: Payments or
require authorisation by two of the following
people:
Treasurer
Group Scout Leader
Section Leader Beavers
Section Leader Cubs
Section Leader Scouts
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Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	This year, the group supported activities for two Beaver colonies (ages 5 8), two Cub packs (ages 8 10), one Scout troop (ages 10 14) for approximately 165 young people. Following the departure of the GSL in Sep2023, the Explorers Unit (ages 14 - 18), Rovers, was disbanded and all the young people were offered places in surrounding Explorers Units. Over the Group we successfully organized 11 camps (an increase from the 8 arranged in 2022), including participation in a District Join- in-Jamboree camp. Four Explorers Unit attended the World Scout Jamboree in South Korea in Jul2023, following a two-year preparation period, and were supported with some kit donations paid from funds raised at the annual Beer Festival. The Group arranged over 9 trips for the members, in addition to the weekly meetings and badge activities. These activities have fostered a sense of community, environmental stewardship, and personal development amongour members.

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We met our objectives of maintaining our
Achievements against
Para 1.41 maximum membership, enhancing leader
objectives set
training, and expanding our activity program.
We held one major fundraising event: Heaton
Performance of fundraising
Para 1.41 Moor Beer Festival exceeded targets by raising
activities against objectives set
£4,531.53 after expenses.
Investment performance
Para 1.41 Not applicable as we do not have investments.
against objectives
Other Not applicable
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Financial Review

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The charity remains in a strong financial
position with a surplus of £34,037.05 at the
financial position at the end of Para 1.21
end of the year, ensuring we can continue our
the period
activities and invest in new equipment.
Statement explaining the We hold reserves equivalent to 12 months of
policy for holding reserves Para 1.22 operating costs to ensure continuity in case of
stating why they are held unexpected expenses or funding shortfalls.
Amount of reserves held Para 1.22 £34,037.05
Reasons for holding zero
Para 1.22 Not applicable
reserves
Details of fund materially in
Para 1.24 Not applicable
deficit
Explanation of any
There are no uncertainties regarding the
uncertainties about the charity Para 1.23
charity continuing as a going concern.
continuing as a going concern
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of funds (including any fundraising)	Para 1.47	Our principal source of funds are membership fees (Subs) and the income from the annual beer festival.
Investment policy and objectives including any social investment policy adopted	Para 1.46	The Group adopts a low-risk strategy to investment, keeping funds in a mainstream bank: the groups funds currently sit within the NatWest bank to allow for expediency of releasing funds.

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Key risks include fluctuations in membership
numbers and reliance on volunteer leaders.
A description of the principal These risks are mitigated with a waiting list of
Para 1.46
risks facing the charity new members and by actively recruiting new
volunteers and providing robust training
programs.
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We have started to upgrade our financial tools with the introduction of an online form and payments system (JotForm) for subs and activity payments and have started the application for online banking with the Cooperative bank as the NatWest bank does not facilitate online banking for our type of account. We are working to move wholly to Other online payments for all activities (using Square to process payments and refunds) and introduce an expense card (Equals) for the section leaders. This allows for close tracking of money spent, addition of receipts, categorisation of transactions and integration of reports with accounting tools and online management.

Structure, Governance and Management

Structure, Governance and Management	Structure, Governance and Management	Structure, Governance and Management
Type of governing document (trust deed, royal charter)	Para 1.25	Royal Charter granted 04 January 1912
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	The Group is a separate unincorporated federated structure.
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	Trustees are appointed via an open selection process at the Annual General Meeting. Ex- officio Trustees are members who are on the Trustee Board automatically due to their role in Scouts (e.g. Group Lead Volunteer).

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Policies and procedures Para 1.51
adopted for the induction and
training of trustees
(POR).
Para 1.51 1 [st] Heaton Moor Scout Group structure is in
structure and any wider alignment with the organisational structure set
network with which the charity out by the Scouting Association. Sections are
works organised into Groups, which in turn are
organised into Districts all managed within
Counties. All these sit within overarching
regional and national structures that make up
The Scout Association.
1 [st] Heaton Moor Scout Group, in line with
legislation, has an Executive Committee made
up of volunteer appointed members and ex-
officio members. As of late-2023, in line with
the Scout Association recommendations, the
Executive Committee and Executive
Committee Members were renamed as a
Trustee Board and Trustees respectively.
Trustee Boards are set up to focus solely on
the governance of the charity, not charity
operations, and the name change makes this
focus clearer.
Relationship with any related Para 1.51 1st Heaton Moor Scout Group sits within
parties overarching regional (District & County) and
national structures that make up The Scout
Association.
Other Not applicable
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Reference and Administrative details

Charity name	1stHeaton Moor Scout Group
Other name the charity uses	Not applicable
Registered charity number	1178535
	The Scout Hut Stockport SK4 4RY

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Names of the charity trustees who manage the charity

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Name of person
Dates acted if not (or body) entitled
Trustee name Office (if any)
for whole year to appoint trustee
(if any)
1 James Guy Group Chair 28 September 2023 Andy Arnold
2 Andrew Arnold Trustee (Group Lead Volunteer) Not applicable Ex-officio member
3 Amy Arnold Trustee (Section Lead) 09 November 2023 Andy Arnold
4 Kylie Raynor Trustee (Parent Rep.) Not applicable Craig Jones (GSL)
5 MH Group Treasurer Not applicable Craig Jones (GSL)
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Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
Beryl Hornby	Not applicable
Steve Robinson	Not applicable
Helen Hampson	Not applicable

Funds held as custodian trustees on behalf of others

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Description of the assets held Not applicable
in this capacity
Name and objects of the Not Applicable
charity on whose behalf the
assets are held and how this
falls within the custodian
Details of arrangements for
safe custody and segregation
Not Applicable
of such assets from the
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Additional information (optional)

Names and addresses of advisers (Optional information)

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Type of adviser Name Address
Not applicable
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Name of chief executive or names of senior staff members (Optional information)

Not applicable

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Exemptions from disclosure

Reason for non-disclosure of key personnel details

Non(MH) MH artner is a Judge in the Family Courts, and the judiciary have been advised that they and their immediate families should not disclose names, addresses or other personal information online to mitigate the risk of harassment and stalking.

Other optional information

Not applicable

Declarations

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Signed
Signature(s)
Full name(s) MH Andy Arnold James Guy
Position (eg Secretary,
Chair, etc) [Treasurer ] Trustee (GLV) Group Chair
Date 28Sep2024 28Sep2024 28Sep24
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1st Heaton Moor Scout Group

End of Year Accounts Summary

FY-2023

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Category Total Income Total Expenses
Starting Balance £ 38,979.96 £ -
CapEx £ - £ 4,928.34
Capitation £ - £ 8,394.50
Donations £ 12.00 £ -
Electricity £ - £ 1,357.79
Events £ 21,451.75 £ 22,175.85
Fundraising £ 8,844.72 £ 4,113.19
Grants £ - £ -
Hut Hire £ - £ -
Insurance £ - £ 680.35
Internet £ - £ 217.83
Legal £ - £ -
OpEx £ 2.50 £ 6,859.34
Programme Delivery £ 379.26 £ 11,978.05
Rates £ - £ -
Rebates £ - £ -
Discrepencies £ - £ 37.90
Subs £ 25,435.00 -
Water £ - £ 325.00
Closing Balance £ - £ 34,037.05
TOTAL £ 95,105.19 £ 95,105.19
Total Current Balance £ -
Signed (Group Treasurer)
Signed (Group Chair)
Signed (Group Lead Volunteer)
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Andy Arnold

From: Joe Luscombe Sent: 08 March 2024 12:35 To: James Guy Cc: Andy Arnold; Amy Arnold; Dawn Keogh; Melanie Haisley; Kylie Raynor; Ruth Forman; Elliott Moran Subject: Re: 1st Heaton Moor 2023 Accounts Summary

Hi James.

Thanks your email.

I can confirm that your totals for 2023 are correct.

Kind regards

Joe Luscombe

Lead Volunteer – 1[st] /4[th] Reddish T: 07949051804 | E: [e-mail] W: www.1st4threddish.org.uk

We prepare young people with skills for life | #SkillsForLife

From: James Guy [e-mail] Sent: Friday, March 8, 2024 11:46:28 AM

To: Joe Luscombe [e-mail]

Cc: Andy Arnold [e-mail]; Amy Arnold [e-mail]; Dawn Keogh [e-mail]; Melanie Haisley [e-mail]; Kylie Raynor [e-mail]; Ruth Forman [e-mail]; Elliott Moran [e-mail]

Subject: 1st Heaton Moor 2023 Accounts Summary

Hi Joe,

As per our chat yesterday, please can you review the 2023 accounts for 1[st] Heaton Moor and act as our independent verifier?

The summary is attached – you will note that all income and expense has been accounted for, and match the opening and closing bank balances.

I have copied in our Board of Trustees for visibility.

Best wishes,

James

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James Guy

Group Chair – Board of Trustees

T: 07979212898 | E: [e-mail] We prepare young people with skills for life | #SkillsForLife

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