Trustees’ Annual Report for the period
From 010424 Period start date To Period end date
310325
Charity name: 9th Lymington Sea Scouts
Charity registration number: 302255
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | 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 refection - take responsibility and make choices - undertake new and challenging activities - Make and live by their Promise |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
We aim to give all young people in Lymington and the surrounding area the opportunity to take part in scouting and learn our values through the weekly programme, activities and residential events including camps. As a Sea Scout group, we are particularly keen to develop the skills of young people on the water. |
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| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Group meets the Charity Commission's public beneft criteria under both the advancement of education and the advancement of citizenship or community development headings. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | The Trustee Board will consider hardship grants for costs of membership and activities and can advise on options available. Our objectives and activities are only possible through the hard work and dedication of our Trustee Board and Section Volunteers, this contribution cannot be underestimated, without it the group would not be able to exist. |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | |
| Other |
Achievements and Performance
SORP reference
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Following a successful grant application, the Group has continued to focus on revitalising its water based activities. We have purchased an additional Wayfarer dinghy to help teach sailing skills. In addition a number of leaders and volunteers have undertaken RYA qualifcations in dinghy sailing, power boating and frst aid. We hope this enhanced skillset and new craft will mean water based activities will be able to go from strength to strength next year. We have upgraded infrastructure at our HQ with a new more reliable heating system, allowing attendees at all meetings to feel more comfortable. We also had another successful fundraiser in the form of our annual and very popular Boat Jumble which raised some seven thousand pounds for the group. |
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Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity is in a healthy financial position. We have reserves to cover identified risks to the future of the group, and to make necessary upgrades to infrastructure and equipment, and support the day to day running of the group. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves Policy The Group's policy on reserves is to hold suffcient resources to continue the charitable activities of the group should income and fundraising activities fall short. |
| Amount of reserves held | Para 1.22 | £75,661 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
Additional information (optional)
You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Membership subscriptions, fundraising, lettings of our building and equipment. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | The Group does not have suffcient funds to invest in longer term investments. The Group 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. |
| A description of the principal risks facing the charity Para 1.46 The Group Trustee Board has identifed the major risks to which they believe the Group is exposed, these have been reviewed and systems have been established to mitigate against them. The main areas of concern that have been identifed are: Damage to the building, property and equipment. The Group would request the use of buildings, property and equipment from neighbouring organisations such as the church, community centre and other Scout Groups. Similar reciprocal arrangements exist with these organisations. The Group has suffcient buildings and contents insurance in place to mitigate against permanent loss. Injury to leaders, helpers, supporters and members. The Group 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 Group is primarily reliant upon income from subscriptions and fundraising. The group 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 group on an ongoing basis, either temporarily or permanently. Reduction or loss of leaders. The group is totally reliant upon volunteers to run and administer the activities of the group. If there was a reduction in the number of leaders to an unacceptable level in a particular section or the group 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 Group. Reduction or loss of members. The Group provides activities for all young people aged 6 to 14. If there was a reduction in membership in a particular section or the group 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 Group. |
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| Other Risk and Internal Control The group 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. |
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Structure, Governance and Management
| Description of charity’s trusts: |
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| Type of governing document (trust deed, royal charter) |
Para 1.25 | The Group’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 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | The Group is a trust established under its rules which are common to all Scouts. |
| 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 | The Trustees are appointed in accordance with the Policy, Organisation and Rules of The Scout Association. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | The Group is managed by the Group Trustee Board, the members of which are the ‘Charity Trustees’ of the Scout Group 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, Secretary, Group Scout Leader and 3 additional Trustees, who are all exoffcio trustees as section leaders who have agreed to be coopted onto the board. The Trustee board meets every month. Members of the Trustee Board complete Being a Scouts Trustee learning within the frst 6 months of joining the Board. This Group 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. |
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| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Part of The Scout Association |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name 9th Lymington Sea Scouts Other name the charity uses Registered charity number 302255 Charity’s principal address Scout Hut, King’s Salterns Road, Lymington, Hampshire, SO41 3QD |
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Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|
|---|---|---|---|---|
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Joanna Kent | Chair | ||
| Jacqueline Bland |
Treasurer | |||
| Rosie Akester | Trustee | |||
| Hannah Marshall |
Trustee | |||
| Kerie Wallace | Acting GLV | |||
| Kieran Lashford |
Scout Leader | |||
Corporate trustees – names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted rf not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees Signature(s) Joanna Kent Full name(s) Joanna Kent Position (eg Secretary Secretary, Chair, etc)
Date 09/11/25
LYMINGTON SEA SCOUTS 9th NEW FOREST (SOUTH) GROUP
STATEMENT OF FINANCIAL ACTIVITIES YEAR ENDED 31ST MARCH 2025
| Incoming Resources from Charitable Activities Subscription Income for the Year Less: Scout Association Levy on Subscriptions Net Subscription Income Gift Aid Tax Refund (estimated) Income Resources from Generated Funds Grants Donations Fundraising Events Site Lettings Interest Received Total Incoming Resources (A) Resources Expended on Charitable Activities Boat Maintenance, Fuel and Insurance Minibus Running Costs Insurance (Premises and Personal) Training HQ Maintenance, Light & Heat Activities of Beavers, Cubs & Scouts Uniforms, Badges and Presentations Equipment Administration Miscellaneous Total Resources Expended (B) Net Flow of Resources (A-B) Total Funds b/fwd at 1st April Total Funds at 31st March 2025 |
Actual 2025 £ 11,100 4,292 6,808 3,000 500 1,000 8,010 10,901 715 30,934 3,742 1,676 2,348 1,091 23,313 3,072 366 9,225 529 0 45,362 -14,428 95,897 81,469 |
Actual 2024 £ 15,903 5,060 10,843 3,642 0 10,500 5,474 19,428 773 50,660 3,296 1,507 2,016 139 17,850 6,772 1,737 9,962 558 0 43,837 6,823 89,074 95,897 |
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LYMINGTON SEA SCOUTS 9th NEW FOREST (SOUTH) GROUP
BALANCE SHEET YEAR ENDED 31ST MARCH 2025
| Current Assets Debtors and Prepayments Cash at Bank Liabilities Deposits for Lettings etc. Net Assets Funds Held:-(See also Page 3.) Unrestricted Funds General Fund Contingency Fund Designated Funds:- Beavers Cubs Scouts Boat Replacement Fund Total Unrestricted Funds Restricted funds Building Capital Funds Total Funds |
Actual 2025 £ 16,368 65,151 81,519 50 81,469 42,781 12,000 1,437 2,914 4,454 12,075 75,661 5,808 81,469 |
Actual 2024 £ 12,253 83,644 95,897 0 95,897 51,715 12,000 1,134 1,994 4,189 16,865 87,897 8,000 95,897 |
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Note: No value has been placed on the land and buildings at King Salterns Road which was donated to the Group many years ago and which remain in the Group's ownership. The tenure is freehold. The title is registered in the name of The Scout Association Trust Corporation as nominee for the Group's Trustees.
Signed on behalf of the trustees:-
………………………………………………. Treasurer
Date: ……………………………………….
………………………………………………. Chair
Date: ……………………………………….
Independent examiner’s report to the trustees of 9th Lymington Sea Scouts
I report to the trustees on my examination of the accounts of the 9th Lymington Sea Scouts for the year ended March 31, 2025.
Responsibilities and basis of report
As the charity trustees of the 9th Lymington Sea Scouts you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the 9th Lymington Sea Scouts accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions 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:
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accounting records were not kept in respect of the 9th Lymington Sea Scouts as required by section 130 of the Act; or
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the accounts do not accord with those records.
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:
Name: Helen Honeybourne
Relevant professional qualification or membership of professional bodies (if any): MICB
Address: Belmont House, Old Orchards, Lymington, SO41 3AF
Date: May 8, 2025