## **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._|
|---|---|---|
|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._|
|---|---|---|
## **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._|
|---|---|
||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._|
|---|---|
**Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|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._|
|---|---|---|
|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|
|---|---|
## **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|||
||||||
||||||
||||||
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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|
|---|---|---|
## **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**|
|---|---|---|
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:
1. accounting records were not kept in respect of the 9th Lymington Sea Scouts as required by section 130 of the 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 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