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2024-03-31-accounts

1[st] IVER HEATH SCOUT GROUP

TRUSTEE’s ANNUAL REPORT 2023-2024

Overview of the charity’s activities through the year:

At 31[st] January 2024 the numbers in the group overall had increased to 133, which represents approximately 8%

Each Section provided their Young People with a varied, exciting and challenging programme, focusing on providing them with #skillsforlife in a safe and secure environment. There were a number of events combining each of the Sections with the highlight being a Fun Day held at Walter Davies Campsite in June 2023.

At the Annual Meeting held at the Fun Day the Group Scout Council were brought up to date with the plans to establish a Board of Trustees to manage the Group, specifically in terms of governance and compliance, together with plans to split out the Group operational elements to make meetings more effective and focused. In general this has been very successful and it is worth highlighting some of the improvements we have made to our HQ:

Looking forward we are again required to bring our Trustee Board into line with The Scouts policies and this will mean the constitution of the Board will be amended at the Annual Meeting to be held on 16[th] September 2024. The Trustees will be chosen for their aptitude and suitability to manage the governance of the group and during the coming months the Board will continue to review its members to ensure the Group is being managed in accordance with our constitution and in the best interests of the Group Scout Council.

We are currently in the process of renewing our lease and we believe we have secured a new lease of 21 years with an acceptable increase in rent, which will set us up well for any future improvements. This includes our current fundraising project for a refurbishment to our toilets to bring them more into line with the additional needs of our young people and volunteers and have budgeted £30,000 in this respect.

The next part of this report is the Treasurer’s Report and the Board of Trustees have approved this and request that the Group Scout Council accept it.

TREASURER’S REPORT 2023-2024

The accounts for the year 2023-2024 have been prepared using the format provided by the Scout Association for meeting the requirements of the Charity Commission to whom the accounts are submitted on an annual basis. Copies of the accounts are available tonight for anyone to review, if required. A summarised format is attached to this report. These accounts have been approved by the trustees and subject to your approval will be signed on their behalf by the Chairman and Treasurer. The completed accounts have been audited to ensure that the financial affairs of the Scout Group are administered correctly.

The accounts include the accounts from each of the sections and the Scout Group accounts. Each section funds its own activities and makes a contribution to the Group for the expenses of the hall and the capitation due to the District. The Group manages the hall and other central activities and co-ordinates fund raising activities.

FINANCIAL SUMMARY for the year ending 31[st] March 2024

Funds brought forward 1stApril 2023 £43,716
Total receipts in year £31,598
Total payments in year £43,043

Funds carried forward 31[st] March 2024 £32,271

In 2023/2024, £6,358 was spent on scouting activities with £1,426 spent on equipment. The outside area of the scout hut has been cleared and upgraded to now include a bouldering wall costing £12,000. The costs of running the scout hut were just over £6,000.

Our main source of receipts is usually the subscriptions (just over £9,000 this year) from which we pay capitation (£6,360) to the District.

We also benefited from numerous donations through the year totalling £2,165. We have also claimed Gift Aid totalling £1,305.

Fundraising has also benefited the group as set out below

100 Club

The 100 Club continues to benefit the Group (£834).

Clothing collection (Bag2School)

This has raised a magnificent £2,895.

Thanks to all the leaders, parents, and young people and of course our fund raising committee for helping to raise this money

The Group continues to be in a relatively healthy financial position. However, we do wish to make further improvements to the hut and garden, keep up with repairs as well as buy more Scout equipment so we do need to keep up the fund raising efforts.

I ask the Trustee Board to approve these accounts.

Nichola Grayson, Scout Group Treasurer 29/08/24

1st IVER HEATH SCOUT GROUP

PRESIDENT

OFFICERS

Lead Chair Secretary Treasurer Group Auditor

District Lead Volunteer County Lead Trustee Board Chair

Roger Evans

Name

Ann Mayling Merlijn Crone Nichola Grayson Ashley Clarke

Nick Mann James Williamson Peter Cathcart

BANKERS

Account Number : 02584631 Group Current Account Account Number : 32259560 Group Current Account Account Number : 36694068 Group Current Account Account Number : 46714168 Group Savings Account Account Number : 1060120544 Group Savings Account

Account Number : 33284268 Scouts Current Account

Account Number : 36694760 Cubs Current Account Account Number : 36693668 Beavers

OTHER ADVISORS

Group/District Registration Number with Scout Association Charity Registration Number Contact Name and Address

Lloyds Bank PLC, 123 High Street, Slough Lloyds Bank PLC, 123 High Street, Slough Lloyds Bank PLC, 123 High Street, Slough Lloyds Bank PLC, 123 High Street, Slough The Scout Association Churchill Ind. Est. Lancing, West Sussex, BN15 8UG

Lloyds Bank PLC, 123 High Street, Slough Lloyds Bank PLC, 123 High Street, Slough Lloyds Bank PLC, 123 High Street, Slough

None

106012 1st Iver Heath Scout Group 300680 Nichola Grayson Home Cottage, Bangors Road South, Iver Heath, Bucks SL0 0BB

Groups and Districts Receipts Payments Form (Multi-fund)

D1

1st IVER HEATH SCOUT GROUP

Trustees Annual Report for the year ended 31st March 2024

MAJOR ACTIVITIES AND ACHIEVEMENTS IN THE YEAR

Please refer to the reports from the AGM attached to this report.

Due to changes required to meet the Charity Commission's reporting requirements the Section accounts are included in the Group accounts

The Census figures were as follows,

2021/2022 2022/2023 2023/24
Beavers 24 24 28
Cubs 40 51 48
Scouts 31 29 30
Leaders & Helpers in Group
30
34 27
Group Total 125 138 133

The Group/District is a trust established under its rules which are common to all Group/Districts

Trustees are appointed in accordance with the Policy, Organisation & Rules of The Scout Association

The accounts have been drawn up on the receipts and payments basis consistent with the previous year.

Approved by the trustees on ____ and signed on their behalf by

…………………………………… ………………………………….. Ann Mayling - Group Chair Nichola Grayson - Treasurer

2023/2024

Groups and Districts Receipts Payments Form (Multi-fund)

D2

1st IVER HEATH SCOUT GROUP

Receipts & Payments Account Summary for the year ended 31st March 2024

for the year ended
31st March 2024
Total receipts for the year (see page 4)
Total payments for the year (see page 5)
Net receipts (payments) for the year
Transfers between funds
Cash, bank and similar funds brought forward
Cash, bank and similar funds carried forward
General
Restricted
Permanent
Total
Previous
Funds
Funds
Endowment
Year
Funds
Total
£
£
£
£
£
31,598.79
0.00
0.00
31,598.79
47,606.23
43,043.76
0.00
0.00
43,043.76
67,448.96
-11,444.97
0.00
0.00
-11,444.97
-19,842.73
-11,444.97
0.00
0.00
-11,444.97
-19,842.73
43,716.96
0.00
0.00
43,716.96
63,559.69
32,271.99
0.00
0.00
32,271.99
43,716.96

Approved by the Trustees on ____ and signed on their behalf by

………………………………………………… Ann Mayling - Group Chair

………………………………………………… Nichola Grayson - Treasurer

Groups and Districts Receipts Payments Form (Multi-fund)

2023/2024

D3

1st IVER HEATH SCOUT GROUP

Receipts for the year ended 31st March 2024

This year This year This year Previous
General Restricted Total Year
Funds Funds Total
£ £ £ £
MEMBERSHIP SUBSCRIPTIONS 9,113.75 0.00 9,113.75 10,951.53
9,113.75 0.00 9,113.75 10,951.53
INVESTMENT INCOME RECEIVED
Bank Interest 0.00 0.00 0.00 0.00
Building Society Interest 0.00 0.00 0.00 0.00
Scout Assoc. Short Term Investment 261.73 0.00 261.73 76.21
Dividends and interest 0.00 0.00 0.00 0.00
Property rents 0.00 0.00 0.00 0.00
261.73 0.00 261.73 76.21
DONATIONS AND GRANTS
Donations general 2,165.00 0.00 2,165.00 7,721.49
Donations for renovations 0.00 0.00 0.00 25,000.00
2,165.00 0.00 2,165.00 32,721.49
ACTIVITIES
General 0.00 0.00 0.00 0.00
Camps/Scouting Activities 9,801.64 0.00 9,801.64 1,994.00
Uniform Sales 0.00 0.00 0.00 0.00
Jamboree 0.00 0.00 0.00 0.00
Mini Van 0.00 0.00 0.00 0.00
9,801.64 0.00 9,801.64 1,994.00
FUND RAISING (gross)
Jumble Sales 0.00 0.00 0.00 0.00
100 Club 2,717.50 0.00 2,717.50 1,350.00
Events etc 6,234.07 0.00 6,234.07 513.00
8,951.57 0.00 8,951.57 1,863.00
OTHER INCOME
Income tax recovered on subscriptions 1,305.10 0.00 1,305.10 0.00
Income tax recovered on dividends & interest 0.00 0.00 0.00 0.00
1,305.10 0.00 1,305.10 0.00
SUNDRY RECEIPTS
Transfer - Capital Interest 0.00 0.00 0.00 0.00
Transfer - Interest 0.00 0.00 0.00 0.00
Insurance Reimbursement 0.00 0.00 0.00 0.00
Transfer - Inter-sectional 0.00 0.00 0.00 0.00
Transfer from old account 0.00 0.00 0.00 0.00
TOTAL RECEIPTS FOR YEAR £31,598.79 £0.00 £31,598.79 £47,606.23

Groups and Districts Receipts Payments Form (Multi-fund)

2023/2024

D4

1st IVER HEATH SCOUT GROUP

Payments for the year ended 31st March 2024

31st March 2024
This year This year This year Previous
General Restricted Total Year
Funds Funds Total
PREMISES £ £ £ £
Hire of Hall for Events 0.00 0.00 0.00 0.00
Council Tax 0.00 0.00 0.00 0.00
Gas/Electricity 4,162.03 0.00 4,162.03 1,530.26
Insurance 1,453.01 0.00 1,453.01 1,679.79
Repairs and renewals 411.21 0.00 411.21 846.96
Water Rates 0.00 0.00 0.00 90.17
Renovations 12,458.77 0.00 12,458.77 44,659.20
Rent 0.00 0.00 0.00 850.00
Legal fees re lease 0.00 0.00 0.00 0.00
18,485.02 0.00 18,485.02 49,656.38
DONATIONS/GRANTS
Donations 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
ACTIVITIES
General 1,573.93 0.00 1,573.93 617.05
Mini Van 0.00 0.00 0.00 0.00
Scouting Activities 6,358.64 0.00 6,358.64 3,655.08
Capitation 6,360.00 0.00 6,360.00 5,515.00
Inter-Section Transfers 0.00 0.00 0.00 0.00
14,292.57 0.00 14,292.57 9,787.13
FUND RAISING EXPENSES
Supporters Club 910.00 0.00 910.00 875.00
Events etc 7,061.97 0.00 7,061.97 2,877.22
7,971.97 0.00 7,971.97 3,752.22
ADMIN/ESTABLISHMENT EXPENSES
Stationery 0.00 0.00 0.00 0.00
Bank Charges 0.00 0.00 0.00 0.00
Lottery Licence 0.00 0.00 0.00 0.00
Uniform 867.76 0.00 867.76 529.02
Equipment (New Scouting Materials) 1,426.44 0.00 1,426.44 3,724.21
Totem Pole 0.00 0.00 0.00 0.00
2,294.20 0.00 2,294.20 4,253.23
Transfer Capital Sum 0.00 0.00 0.00 0.00
Transfer Interest 0.00 0.00 0.00 0.00
Transfer from old account 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
PURCHASE OF CAPITAL EQUIPMENT
Hall renovations 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
TOTAL PAYMENTS FOR YEAR 43,043.76 0.00 43,043.76 67,448.96

Groups and Districts Receipts Payments Form (Multi-fund)

2023/2024

D5

1st IVER HEATH SCOUT GROUP

Statement of Assets & Liabilities at 31st March 2024

Statement of Assets & Liabilities
at 31st March 2024
Group Lloyds TSB Current Accounts
Scout Association Short Term Investment Scheme
Bank Current Account - Scouts
Bank Current Account - Cubs
Bank Current Account - Beavers
Cash
OTHER MONETARY ASSETS
Tax claim for Year Ending
Debts due to Group / District
INVESTMENT ACCOUNTS
Government Stocks at market value
Other quoted securities at market value
Other Investments
Property held for investment purposes
Badge Secretary's stock
Building (see note 1)
Motor vehicles
Equipment (see note 2)
Computer and office equipment
Furniture, fixtures and fittings
Accounts not yet paid
Expenses incurred not yet invoiced
Subscriptions not yet paid
Other - planned maintenance
Loan (with details)
Hire Purchase owing
Leasing payments outstanding (see note 3)
Other long term liabilities
MONETARY ASSETSCash, Bank and similar funds
NON-MONETARY ASSETS Assets for Charity's own use
LIABILITIESThose due within one year
LIABILITIESThose payable after one year
This Year
This Year
This Year
Previous
General
Restricted
Total
Year
Funds
Funds
Total
£
£
£
£
10,504.89
0.00
10,504.89
23,017.86
20,089.19
0.00
20,089.19
18,151.64
1,216.19
0.00
1,216.19
819.04
170.51
0.00
170.51
1,131.32
261.93
0.00
261.93
597.10
29.28
0.00
29.28
32,271.99
0.00
32,271.99
43,716.96
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
389,388.38
0.00
389,388.38
347,668.20
0.00
0.00
0.00
0.00
9,557.97
0.00
9,557.97
10,164.41
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
398,946.35
0.00
398,946.35
357,832.61
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
1,700.00
0.00
1,700.00
2,550.00
0.00
0.00
0.00
0.00
1,700.00
0.00
1,700.00
2,550.00

Notes

2023/2024

Groups and Districts Receipts payments Form (Multi-fund)

D6

1st IVER HEATH SCOUT GROUP

Permanent Endowment Fund Receipts & Payments Account for the year ended 31st March 2024

RECEIPTS
INVESTMENT INCOME RECEIVED
DONATIONS / GRANTS
SUNDRY RECEIPTS
TOTAL RECEIPTS FOR THE YEAR
PAYMENTS
PREMISES
ACTIVITIES
ADMIN/ESTABLISHMENT EXPENSES
SUNDRY PAYMENTS
TOTAL PAYMENTS FOR THE YEAR
This Year
£
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
This Year
£
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Previous
Year
£
0.00
0.00
0.00
0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Previous
Year
£
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Groups and Districts Receipts Payments Form (Multi-fund)

2023/2024

D7

1st IVER HEATH SCOUT GROUP

Permanent Endowment Fund Statement of Assets and Liabilities at 31st March 2024

MONETARY ASSETS
CASH FUNDS AT THIS YEAR END
OTHER MONETARY ASSETS
INVESTMENT ASSETS
Government Stocks (with list) at market value
Other investments
Property held for investment purposes
NON-MONETARY ASSETS
ASSETS FOR CHARITIES OWN USE
Land and Buildings
Motor vehicles
Other assets
LIABILITIES
This Year
£
0.00
0.00
£0.00
0.00
0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
0.00
0.00
£0.00
Previous
Year
£
0.00
0.00
£0.00
0.00
0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
0.00
0.00
£0.00

Groups and Districts Receipts Payments Form (Multi-fund)

2023/2024

D8

Independent examlner's report to the trustees of the 1•t Iver Heath Scout Group I report to the trustees on my examination of the accounts of the 1 St Iver Heath Scout Group forthe year ended 31 March 2024. Responsibilities and basls of report As the trustees of the charlty, you are responslble for the preparation of the accounts in accordance witli the requirements of the Charities Act 2011 ('the Act,). I report in respect of my examination of the Charity's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directors given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner's statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 1. Accounting records were note kept in respect of the Trust as required by section 130 of the Act; or 2. The accounts do not accord with those records; or 3. The accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair'viewwhich is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached, Signed: Relevant professional qualification: ACA, 5210379, ICAEW Address: 21 Lincoln Hatch Lane, SL17HA Date: 23rd August 2024