Trustees, Annual Report For the period From (start dale) to end date Seclion A Rolortsi)CO c111d adimii)islralion delails Charity namo Sl Andrevls Yeovll Scout Group Other names the ¢harlly1s known by nla Regl8tered ¢harlty number (11 any) HQ r8glslrallon number Charlly's prlnclpal address St Andrevs Scoul Hall Preslon Grove Y8ovII, Somers81 Poslcode Namos of Iho charlly Iru81888 who man8ge Iho charlly {Th••• Iho ol1h•cw1bp Chwlty Rrfthl•f*l¢h4ty #h&ChtyIIWp Trug100 Namo OIIIco (If any) Dates acted11 not tor wholo yoar Reb8¢¢a B rne Janel Yales ctorla Kln Slmon Merrelt Palricla Darle lan Har16 John M er8 Clalr& Rowsw851 Philla a Wannell Matihew Hurle Grou Grou Giou Chalr Secrela Treasurer GSL AGSL QM Grou Admlnlslralor Fundralsln Load Trustee TTUSt88 10 12 13 14 15 Names and addresses of advisers (Oplional Informallon but encouraged ag besi practlcel 1Th6s8 wIAtbewi4&lJ6dln 8nrtv81l8rt ollho clwrfiyj advisor endenl Examlner Name Lavinia Walson Address Ila Sl Thomas Slreol. We Inde s. Somerset Section B Slruclure, governance and maiiagemenl 1 LT700001 127 February 2024)
Trustees, Annual Report For the period From {slart datel to end dale Scclioii A Relereiicc Iliid adiniiiislralioii details Charlly name Sl Andrevls Yeovll Scout GTOUP Olher names the charlly Is known by nla Reglslered charlty number {If any} HQ reglslratlon number Charlly's prlnclpal addre88 St Andr6W8 Scout Hall Preston Grove Yeovll. Somerset Poslcode Name8 of Ihè charlly tIU810os who manago Iho ¢hailly Tru•to0 Nam• Olllc8 (118ny) Dalos acled11 not lor wholo y•ar Rebecca B rne Janel Yales Icloria Kln Slmon Merr611 Palrlcla Darle lan Harle John M er8 Clalre Rowswell Philla a Wannell Mallh8w Hurle Grou Grou rou Chalr Seerela Treasurer GSL AGSL QM Grou Admlnlstralor FundTalsln Lead Trusle& Truslee 10 12 13 14 15 Nam88 and addr888es ol advlsers lopllonal Informallon but encouraged as best pracllce) (These wILltetsh8In Ih8wJnu4lr•wrtollhe¢lwMyl advlsor 8ndenl Examiner Name Lavinla Watson Address 11a Sl Thomas Street, Wol Inde s, Somerset Seclloii B Siruclure, goveriiaiice and mai)a(Jement 1 LT700001 {27 February 20241
Dèscrlpiion of lh8 charlly's trusts Typè ol governlng document Thè Gioup's governlng documents ara thos6 of the The Scoul Association. They consisl ol a Royal Charter, whlch In lurn gives auihorily lo the 8ye Laws ol the Associailon and Thg Pollcy, Organlsallon and Rulos of The Swut Association. {e.a. Irust de1. conslllutlonl How Ihe charlly Is consllluled The Group Is a trust eslabllshed undgr It8 rule8 whlch are common to all Scouts. le.g. Iwsi. assoclaibn, company) Trustee selection method8 le.g. appolnted by, decled by) Th8 Trusl88s arè appolnled Sn accordancè wllh thè Pollcy, Organlsallon and Rules ol The Scout As50cl8llon. Addlllonal governan¢e18$uas (Opllonal Informallon but 8ncourag8d as b8st praellc8) You may choose to Include addlllonal Inlormallon, where relavanl. about.. The Group Is managed by the Group Trustee Board, the members of whlch ar8 the 'Charlty Truslees. of the Scout Group whlch 18 an 8dallOnal charlty. A8 charlly Iru8le88 they are responslble for ¢omplylng wllh l•Jlslallon applleablg lo ehailtles. Thls Includ08 lh8 roglsliallon. keeplng prop8r accounts and maklng relurns lo the CharSly Commlsslon as approprlate. Pollcles and procedures adopt for: a} the Inducllon and Iralnlng of Irusleo8; b) Iruslee. ¢onslderallon of major rlsk8 and the systems and procedures to manage Ih8m The Tru8te8 Board cons18ts of the Chalr, Trea8urer and 8 Truslees Ilncludlng 2 Ex Olllclo Trustees) and meets every 2 months. Member8 of the Tru81ee Board ¢omplet8 Belng a Scou18 Trustee learnlng wSlhln Ihe Ilr816 months of lolnlng the Board. Thls Group Trustee Board exlsls lo make surg Ihg charlly 1$ well-managed, rlsks are assessed and mlllgaled, bulldlnos and equipment are In good working order, and everyone follows legal rgqulremenls and the organlsallon'8 pollcles and rules. Thglr support helps olhèr volun188T8 run hlgh- qualliy and sale wogrammes Ihal gives young people skllls 2 LT700001 {27 February 2024)
Seclioii B Slruclure, qovornance and mcinKlqoinenl Icoiiliiiuedl Rlsk and Internal Control Tho Group Trustee Board has Id8ntlll8d the major rlsks lo whlch thèy b811av8 the Group Is exposed. these have b8en reviewed and sy6lem8 have bgen gslabllshed lo mlllgate againsl them. Tha main areas ol concern thal havo bgon 1dènt1ll are: Damage to the Lwlldlng. propwty and equlprnenl. The Group would request Ihe use ol bulldlnos. property and equipment from neighbourlng ofganisalions such as Ihe church, communlly centre and olher Sttiul Groups. Slmllar r8clprocal arrangements 8xlsl wllh th886 oraanlsallon8. The Group has sullicienl buildings and ¢onlenls Sn8urance In place lo mlligate agalnst permanent loss. Injury lo leader8. helpers, supporters and members. The Group Ihrough the capllallon lees conlrlbutès lo th& S¢oul Assoclallons nallonal accldenl Insurance pollcy. Rlsk A88888men18 are undertaken before all acllvllleg. Reduced Income from lund ralslng. The Group 1$ prlmarlly rellant upon Income from 8ubscilpiions and fundralslng. The group does hold a feserve to en8ure the conllnully of acilvliles should there be a malor reducllon In Incom8. Th8 Board could ralse the value of subscrlpllons lo Increase thg income lo the group on an ongolng ba81s. ellher lemporarily or permanently. Reduction or loss ol leaders. Thg group Is lolally rellanl upon volunteers to run and admSnlslei the acllvlllas of the group.11 there was a ruC110n In the number ol leaders to an unac¢eptable18vel In a parllcular SlI0n or the group as a whole then there would have to be a conlracllon, con8olldallon or closure ol a seollon. In tho wor8t ¢a80 scenarlo the compl818 dosure of Ihe Group. Reductlon or10s8 of mombars. Thè Group provld8S acllvlll8s for all young people aged 410 18. If therè wa$ a reduction in membershSp In a partlcular secllon or Ihe group as whole then there would havg lo b8 a ¢onlra¢ilon, consolldallon or closure ol a section. In the worst cag9 scenarlo the complele d08ure ol the Group. Rlsk and Internal Conlrol Th8 group has In place syslgms of internal conlrols Ihal 8r8 deslgned to provldo reasonable assurance agalnsl mateilal mlsmanagemenl or loss, Ihoso Include 2 8lgnalories lor all payments and a compreh8nslvè Insurance pollclgs to ensure that Insurable rlsks are cover. 3 LT700001 (27 February 2024)
Seclioii C Objectives arid activities Scouting exists lo aclively èngag8 and support young People in their pgrsonat d8velopmenl, empowerlng them to make a posillve CODtrlbulion to SOCIY. Summary of the objects of the charlty set out In118 governlng documenl The Valuos of Scoutlng As Scouts we are gulded by these values.. Intagrlly- Wo a¢1 wllh Iniggrlly. wè ar8 honest. Iruslworthy and loyal. Ae8pecl- We hav8 8ell-respect and re3pect lor olh8r8. CAr8- We support olhws and lake care ol th8 world In which wé Ilve. Bo11of - We explore our laiths, bellefs and allllude5. Co.operallon - We make a poslllve dllference; we co- opeia16 with olhers and make Irlends. The Scoul Method Scoullng takes place when young people. In partnershlp wllh adults, work logèlh8r based on Iha valu8$ ol Scoullng arKI.' enjoy what they are dolng and have lun lakè part Sn acllvlllas Indoors and outdoor8 learn by dolng share in spirilual rellectlon lake responslbllliy and make cholces - undertake new and challenglng acllvltle8 Summary ol the maln acllvlll88 In relallon lo Ihese objects We have sel up a Squlrrel Drey and are In dls¢usslon wllh Dislrlcl lo re-open our Vlklng Explorer Unil whlch closed durlng Covld - we wlll Ih8n have each secllon represenled in our group l our fundralslng èflort$ are Op to mèmbers of Ihe community eg aulumn lalr. Big Breaklasls and Blngos whl¢h recelv6 good engagement I we allend th annual Sl George's Day Parade and Ihe Remernbran¢e Day Parade al Ham Hlll where our young members lay a wrealh and always have a smarl lurnout from the group. Addlilonal d8lalls ol the obl8cllve8 and aclivlllos Iopiional InfoTmallon oncourag8d a8 best pracllcol You may Choose lo Include lurther slalemenls, where relevant. about.. pollcy on granlmaklng., • conlrlbullon made by volunteers; pollcy on Inveslmenls. Publlc benellt slalement The Group meets the Chailly Commlsslon's publlc benellt cii18ria under t)olh th& advancement of educatlon and the advancemenl ol clllzenshlp OT communliy d6velopmenl headin Soclion D Acliicvemenls 1nd i)orlormilncc 4 LT700001127 February 2024)
Summary ol th8 main achSevements ot Ihe charily during the year We mentloned In last year's annual report that we would have to spend oul on gelling the car park resurfaced and Ihls was our blggest spend for 2023124. We opened a Squlrrel Drey with a maxlmlm 0112 squlrrels al the moment. We havg established conlacl wilh the n8w nursery Ihal has set up In the church hall next d¢)or whlch could help leed our numbers moving lonvard and are looklng to our Ex lorer Unll whl¢h closed durln Covld. Section E Fiiic2nci?l Revieiv 8rlel stalèmenl of Iha charlly's pollcy on reserves Re8arvés Polley The Gic4Jp'$ pdky (*) r888r¥88 Is lo hokl 8ullkl8nl r8SOUfces I conllnue Iho charh8J)19 lttle$ of tho giojp shlj Incomo lundrajslng aclMt188 Idl Short. Tho Grcup TTu8leg B c¢)n8id6T8 Ihal Ihe group 8hould hfAd a sum 4ulvalonl lo a term'6 subsctlplkns lo cover iunnlng c0518. clica £4.410 bawl C ou CM8u$ 0198 ycwlh mwnbor8 8AKI 8vb8 01 £135 por year. The Grp hekl reswvos ol appr0matelY t2.468.60 aoalnsl Ih18 al yw WKI. Thls 1$ belrm Iholovel rtyylr arml Is dua lo Ihfr leLI we our 8ubscrlplk)n lovd al tha btySnnlng ol the 2023124 a¢adomk year lo 18ko Inlo accnI fl8lng op¢rallng co818 and Ih18 ha8 yel lo lully Illlw Ihrwgh Into fgserveg. Quantlly and explaln any de8lgnallon8 Dèlalls ol any funds malerlally In d811¢11 (circumstances plu8 8leps lo eliminate) nla Further Ilnanclal revl8w detalls (Opllonal Inlormallon) You may choo80 to Include addlllonal Inlormatlon, where relevant. about: • the charily's prlnclpal sources ol funds lincludiDQ any fundraising). Inve$tmènt Pollcy The Group's Income and Expendllure Is very small and as a consequence does not have sufliclenl funds to Invest In longer-term Inveslmenls su¢h as slock$ and shar85. The Group has Iherelore adopted a low rlsk strategy lo ihe Inveslment ol Its lunds. All lunds are h8ld In cash uslng only malnstream banks or bulldlng soclelles or Tho Scout Assoclalion's Short Teirn Investment selv1. 5 LT700001 (27 February 2024)
. how expendllure has supporled lh& koy objectives ol the chaiily. The Group Truste8 Board regularly monllors Ihe18v81s of bank balances and the interest rates rece1v1 to 8nsure the group oblaSns maximum value and Income Irom ils banklng arrangements. Occaslonally Ihls may Involve uslng an accounl that requlres a period of nolice b6lor6 lunds may bo wllhdrawn, belore dolng so Ihe Group Truste8 Board conslders the cash flow requlremenls. Inveslmènl policy and objecllv88; Inve8lment Polley The Group does not have sulllclent funds to Invesl In longer term inveslmenls. The Group has therefore adop18d a risk averse strategy to lh8 Inveslmenl ol ils lunds. All lunds are held In cash uslng only malnslream bank8 or bulldlng sod6lles. Section F Plans for fulur8 perlods Idelall$ of any slgnlllcanl acllvllles planned lo achleve them) Followlng Ihe AGM In 2023, w8 formed a fundralslng team who were targelled wllh ralslng £4.500 across Iho autumn term, sprlng term and summer lerm and al the end of the Ilnan¢lal year, were lust short of that target by £758. An excellent ellort by all Involved. Soclloii G Dcclcqralloi) Thg liuslees declare that Ihey havo approved the trustees. report aljove Slgned on behall of Ihe charlly's Iruslees Slgnalure(sl Full name{s} Rebca B rne Janèl Yales Poslllon leg Secrelary, Chalr> Grou Chalr Grou Secreta Dale FJLry 6 LT700001 {27 February 20241
St Andrews (Yeovil) Scout Group (Charity no. 305645) Receipts and payments account For Ihe year from 1 Aprll 2023 To 31 March 2024 Receipts and payments 2023124 Unrestrlcted funds 2022123 Unrestrlcted funds Recel ts Donations le acles and slmllar Income Membershi subscfi lions Donations Gift Aid Miscellaneous and Tshirts Cam s and offsite activities Sub total £10 888.00 £639.84 £1927.41 £699.00 £12 361.00 £28.516.26 £8 505.00 £0.00 £1,696.09 £1112.20 £13 162.83 £24.476.12 Grants Mainlen8nace Other rants rant £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 Sub total ross Fundralsln events General Fundraisin Autumn Falr £2 908.81 £910.47 £3,819.28 £1565.44 £0.00 £1,686.44 Sub total Scout hut Incom• Gas refunds Scout Sho £100.76 £1 503.01 £1.603.77 £13.76 £619.11 £632.87 rent and ro ortlonal ¢har Sub total es Investment Income Bank interest £26.01 £28.01 £4.61 £4.81 Total Gmss Income £31.964.31 £26,879.04 Assel and Investment sales, etc. £0.00 £0.00 Total recelpts £31,964.31 £26,679.04 LT700002 (February 2024) 1 of3
St Andrews (Yeovil) Scout Group (Charity no. 305645) Receipts and payments account For the year from 1 April 2023 31 March 2024 Receipts and payments 2023124 Unrestrlcted funds 2022123 Unrestrlcted fund5 Pa ments Charllable Pa ments Membeishi subscfl lions ald on Youth ro ramme and aclivilies Cam s and offsite activities Water and Sewera Eleclricil and Gas Insurance Tenls and e Slalione Bad es Miscellaneous and tshirts Hall runr)in cosls Hall ro ecl$ Donalion$ Nationavcoun IArealDlstilcl £5 684.00 £1 265.90 £13 552.23 £129.09 £2,396.40 £1.121.00 £136.48 £1.460.98 £1,103.46 £1.258.40 £1.400.78 £4.684.80 £5 060.00 £787.06 £11736.44 £126.22 £5.170.13 £1,052.24 £144.23 £1.599.45 £1.017.28 £1,386.01 £1,323.03 £405.60 ment and holoco in Sub total £34,338.62 £29,807.6B Fundralsln ex enses Genoral Fundiaisin Autumn Falr £1014.70 £425.58 £1,440,28 £502.51 £0.00 £602,51 Sub total Total Gmss Expenditure £35.778.80 £30,310.20 A88et and Investment purcha888. etc. £0.00 £0.00 Total payments £35,778.80 £30,310.20 Net of recelpts/(payments) Cash fund8 la8t year end Cash funds thls year end -£3,814.49 -£3,631.16 -£3,814.49 -£3,631.16 LT700002 (February 2024} 2of3
st Andrews (Yeovil) Scout Group (Charity no. 305645) Receipts and payments account For the year from 1 Aprll 2023 31 March 2024 Statement of assets and liabilities at the end of the year 2023124 Unreslrlcted funds 2022123 Unrestrlcted funds Cash funds Bank currenl account Bank de osil account Cam account The Scout Association Short Term Investment Service CashlFloats £5 546.03 £2 468.60 £3 850.54 £0.00 £0.00 £11.865.17 £5 480.32 £2 442.59 £7 756.75 £0.00 £0.00 £15,679.66 Total cash fund5 other rnonèta Tax claim Debls due from the Coun Insurance claim assets £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 IAre8lDislrtcVGrou Sub total Investment assets Inveslfflenl ro ert delall Quoled investments Other inveslmenls detail Sub total assets for charlt £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 Non moneta Bad e stock Sho slo¢k Other stock Land and buildln Motor vehicl8S Scoulin ui Other 's own use £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 monl furnilure elc Sub lotal Llabllltles Accounts not el aid Ex enses incurred bul not invoiced Subscri lions not gt aid Loan detail Other Ilabllilles £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 Sub total Total net assets £11,865.17 £15,679.66 The above recelpts and payment8 account and statement of assets and Ilabllltles were approved by the Trustees on 23 May 2024 (the date of the Trustee Board meetlng that approved the accounts) and slgned on thelr bohalf by nature Print Name REBECCA BYRNE Chalr VICTORIA KING Treasuror LT700002 IFebiu8ry 20241 3of3
LT700006 - Independent Examlner's Report to the Trustees ljanugry 2024) England & Wales Template I: Unqualified report for a non-company charity preparing receipts and payments accounts with a gross income of £250,000 or less in the relevant financial year Independent examiner's report to the trustees of St Andrews (Yeovil) Scout Group I report to the trustees on my examination of the accounts of the St Andrews fle0vi Scout Group for the year ended 31 March 2024. Responsibilities and basis of report As the charity trustees of the St Andrews (Yeovill Scout Group you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 {Ihe Act.). I report in respect of my examination of the St Andrews fleovill Scout Group 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 145151{bl 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: accounting records were not kept in respect of the St Andrews Iyeovil) Scout Group 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. Name: Lavinia Watson Relevant professionaL qualification or membership of professional bodies lif any): Address: Ila St Thomas Street. Wells, Somerset. BA5 2UU Date: 13 June 2024