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2024-03-31-accounts

Charity Registration Number. 514173

PENISTONE SCOUT GROUP REPORT AND ACCOUNTS YEAR ENDED 31 MARCH 2024

PENISTONE SCOUT GROUP

TRUSTEES’ REPORT AND ACCOUNTS

YEAR ENDED 31 MARCH 2024

CONTENTS

Page
Legal and administrative information 3
Trustees’ report 4 - 7
Independent examiner’s report 8
Statement of financial activities 9
Balance sheet 10
Notes to the financial statements 11 - 15

Page 2

PENISTONE SCOUT GROUP LEGAL AND ADMINISTRATIVE INFORMATION

YEAR ENDED 31 MARCH 2024

Full name: 17th Barnsley (Penistone) Scout Group
Registered Charity Number: 514173
Registered Office & Principal
Address: 3 Valley Road
High Green
Sheffield
South Yorkshire
S35 3JX
Trustees: L Simpson
J Worthington
J Westwood (Secretary)
A Richardson (GSL)
S Sykes
L le Roux
N Bedford
S Morley
J Billard
J Dawson
S Chan
S Walne
Chairperson: J Worthington
Bankers: Lloyds Bank PLC
25 Gresham Street
London
EC2V 7HN
Independent Examiner: Julie Campsall
Community Accountant
BCVS Services Ltd
23 Queens Road
Barnsley
S71 1AN

Page 3

PENISTONE SCOUT GROUP TRUSTEES’ REPORT

YEAR ENDED 31 MARCH 2024

Structure, governance and management

Penistone Scout Group is a registered charity with the Charity Commission, governed by Royal Charter, dated 4 January 1912. The affairs of the charity are managed on a day to day basis by the trustees who may exercise all the powers of the charity.

Appointment of trustees

The trustees are appointed in accordance with the Policy, Organisation and Rules (POR) of the Scout Association.

Trustee policy, training and induction

Penistone Scout Group has a trustee policy modelled on the Scout Association Group Trustee Board outlined in Chapter 5 of POR.

Our trustee induction comprises of either the Chair or a member of the Group Scout Leader team providing the trustee with clear guidance on the roles and responsibilities alongside their formal online learning required by the Scout Association. This is a tried and tested method of supporting and enabling trustees to carry out their roles.

Related parties

Related party transactions are shown in note 10 to the accounts. The trustees consider that there are no other related parties to the charity.

Risk management

The Group Executive Committee has identified 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 identified 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 sufficient 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 fundraising. 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 Committee 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.

Page 4

PENISTONE SCOUT GROUP TRUSTEES’ REPORT continued

YEAR ENDED 31 MARCH 2024

Reduction or loss of members. The Group provides activities for all young people aged 6 to 18. 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.

Charitable aims and objectives

The purpose of our charity is to provide Scouting for young people aged between 6 years to 25 years old. Scouting exists to actively engage and support young people in their personal development, empowering them to make a positive contribution to society.

The principle objective of the charity is to contribute to the development of young people in achieving their full physical, intellectual, social and spiritual potential as individuals, as responsible citizens and as members of their local, national and international communities.

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:

Activities undertaken for the public benefit

In shaping the objectives for the year the trustees, have paid due regard to the public benefit guidance published by the Charity Commission. The charity operates mainly in Penistone and South Yorkshire, as well as West Yorkshire.

Key activities undertaken for the public benefit:

Page 5

PENISTONE SCOUT GROUP TRUSTEES’ REPORT continued

YEAR ENDED 31 MARCH 2024

Achievements and performance during the period

Community Engagement:

The charity’s policy on reserves

The policy is to hold reserves equivalent to twelve month’s running costs, with designated funds in respect of identified plans. Based on the accounts to the year ending 31 March 2024, twelve month’s running costs equates to £43,951 (total unrestricted expenditure, less expedition/camp expenditure). The actual amount of reserves held at the year-end was £64,944 as follows:

General Reserve £35,153 Contingency Fund £7,500 Group Development Fund £16,789 (see note 14 to the accounts) Hardship Fund £3,487 Training Fund £2,015

Page 6

PENISTONE SCOUT GROUP

TRUSTEES’ REPORT continued

YEAR ENDED 31 MARCH 2024

Trustees responsibilities for the financial statements

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy the financial position of the charity at any time and enable the trustees to prepare financial statements for each financial year. The trustees are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud or other irregularities.

Financial Position

The financial statements are set out in pages 9 to 15. The Statement of Financial Activities shows a net deficit for the year of £10,270 (2023: net deficit £7,445). The total funds at the year-end stand at £98,247 (2023: £108,517). The general reserve of the charity was £35,153 at the year-end (2023: £35,920).

The trustees consider the financial performance of the charity during the year and its financial position at the end of the year to be satisfactory.

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees:

Signed _________ Date: 1[st] July 2024

J Billard, Treasurer

Page 7

PENISTONE SCOUT GROUP INDEPENDENT EXAMINER’S REPORT YEAR ENDED 31 MARCH 2024

I report on the accounts of the charity, which are set out on pages 9 to 15

Respective responsibilities of trustees and examiner

The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustee consider that an audit is not required for this year under section 144 (2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to:

state whether particular matters have come to my attention.

Basis of independent examiner’s report

Independent examiner’s statement

In connection with my examination, no material matters have come to my attention which gives me cause to believe that in, any material respect:

I 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 _______ Date: 1[st] July 2024

Julie Campsall Community Accountant BCVS Services

23 Queens Road, Barnsley, S71 1AN

Page 8

PENISTONE SCOUT GROUP STATEMENT OF FINANCIAL ACTIVITIES (Incorporating an Income & Expenditure Account) YEAR ENDED 31 MARCH 2024

Unrestricted
Designated
Funds
Funds
Note
£
£
Incoming resources
Donations & Fundraising
2
5,453
-
Receipts from Sections (Subs)
25,341
-
Equipment & Room Hire
5,889
-
Interest Received
2,017
-
Uniforms
1,892
-
Grants Received
3
1,125
-
Expedition/Event Income
34,822
-
Gift Aid Reclaim
3,963
-
Income from Solar Panels
1,168
-
Other Income
370
-
Total incoming resources
82,040
-
Resources expended
Payments to Sections
-
-
Heat, Light & Rates
4,583
-
Insurance
1,580
-
Storage & Venue hire
312
-
Repairs, Renewals & Maintenance
5,776
-
Building Development
-
2,099
Equipment Purchases
1,851
-
Telephone, Computer & Website Costs
640
-
Caretaking/Cleaning/Gardening
2,964
-
Accountancy Charges
750
-
Capitation Fee
10,915
-
Uniforms
4,647
-
Section Meetings
5,640
-
Expedition/Event costs
36,053
-
Membership Fees and Licences
593
-
Stripe/Go Cardless Fees
1,951
-
Donations
-
-
Fundraising Expenses
1,480
-
Training
-
2,985
Depreciation/Revaluation
-
7,222
Sundries/Other
269
-
Total resources expended
80,004
12,306
Net income/(expenditure)
2,036
(12,306)
Total funds brought forward
35,920
72,597
Transfers between funds
13
(2,803)
2,803
Total funds carried forward
12
35,153
63,094*
Restricted
Funds
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
2024
2023
Total
Funds
£
£
5,453
4,100
25,341
22,484
5,889
4,360
2,017
604
1,892
2,216
1,125
-
34,822
9,104
3,963
2,888
1,168
1,725
370
-
82,040
47,481
-
9,113
4,583
4,413
1,580
1,255
312
-
5,776
984
2,099
-
1,851
2,001
640
1,872
2,964
1,079
750
650
10,915
9,120
4,647
3,623
5,640
-
36,053
10,928
593
596
1,951
1,612
-
100
1,480
-
2,985
1,245
7,222
6,247
269
88
92,310
54,926
(10,270)
(7,445)
108,517
115,962
-
-
98,247
108,517

Comparative figures of donation and grant income, for each fund are shown in notes 2 and 3 to the accounts. All other prior year income is unrestricted.

Prior year expenditure includes depreciation of £6,247 charged to designated funds. All other prior year expenditure is unrestricted.

Page 9

PENISTONE SCOUT GROUP

BALANCE SHEET

AS @ 31 MARCH 2024

Note
Fixed assets
Tangible assets
4
Total fixed assets
Current assets
Debtors & Prepayments
5
Cash at bank and in hand
6
Total current assets
Liabilities
Creditors & Accruals
7
Amounts falling due within one year
Net current assets
Net assets
Funds of the charity
12
Unrestricted funds
Restricted funds
Designated funds - fixed assets
Designated funds - other
Total funds
2024
2023
£
£
£
£
33,303
25,097
33,303
25,097
7,733
2,146
68,614
89,812
76,347
91,958
(11,403)
(8,538)
64,944
83,420
98,247
108,517
35,153
35,920
-
-
33,303
25,097
29,791
47,500
98,247
108,517
2024
2023
£
£
£
£
33,303
25,097
33,303
25,097
7,733
2,146
68,614
89,812
76,347
91,958
(11,403)
(8,538)
64,944
83,420
98,247
108,517
35,153
35,920
-
-
33,303
25,097
29,791
47,500
98,247
108,517
108,517
35,920
-
25,097
47,500
108,517

The trustees declare that they have approved the accounts above. Signed on behalf of the charity’s trustees:

Signed _____ Dated: 1[st] July 2024

J Billard, Treasurer

Page 10

PENISTONE SCOUT GROUP

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2024

1. Accounting policies

Basis of the preparation of the accounts

The financial statements have been prepared in accordance with Accounting and Reporting by Charities - Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102), Charities SORP (FRS102)).

The charity meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value, unless otherwise stated in the relevant accounting policy note(s).

Income and expenditure has been analysed in the accounts using natural classification, in accordance with the provisions of Section 4.6 of the Charities SORP (smaller charities). The charity also meets the requirements for exemption for preparing a statement of cash flows.

Going Concern Note

After reviewing the charity’s forecasts and projections and its reserves, the trustees have reasonable expectation that the charity has adequate resources to continue in operation for the foreseeable future. The charity therefore continues to adopt the going concern basis in preparing its financial statements.

Incoming resources

All material incoming resources have been included in the Statement of Financial Activities when the charity is entitled to the income, when any performance conditions attached are met, when it is probable that the income will be received and when the amount can be measured reliably.

Resources Expended

Resources expended have been analysed using natural classification.

All expenditure is included on an accruals basis and is recognised as a liability is incurred. The charity is not registered for VAT and accordingly resources expended are shown gross of irrecoverable VAT.

Donated goods and services

Donated facilities and services are recognised in the accounts at the amount the charity would pay in the open market for a service equivalent to that being donated, when the charity would otherwise have purchased them and the value can be measured reliably.

Donated goods for the charity’s own use are recognised as income, at their fair value.

The contribution of general volunteers is not recognised as income in the charity accounts

Depreciation

Depreciation is calculated to write down the cost or valuation less estimated residual value of all tangible fixed assets, with a cost exceeding £500, over their expected useful lives.

The rates applicable are: Fixtures, Fittings & Equipment Buildings/Building Improvements

Page 11

PENISTONE SCOUT GROUP

NOTES TO THE FINANCIAL STATEMENTS continued

YEAR ENDED 31 MARCH 2024

Funds Structure

The charity maintains a general unrestricted fund which represents funds which are expendable at the discretion of the trustees in furtherance of the objects of the charity.

Restricted funds have been provided to the charity for particular purposes and may only be spent for the purposes for which they were given. Any balance remaining outstanding on a restricted fund at the end of the year is carried forward as a balance on the fund, unless permission has been given by the funder to remove the restriction on the balance outstanding.

Funds relating to capital expenditure are transferred to a designated fund against which depreciation is charged. Other designated funds have been provided for particular purposes at the discretion of the trustees.

2. Donations and Fundraising

Easy Fundraising donations
Amazon donations
Paypal
Penistone Gala
Penistone Agricultural Show
Penistone Roundtable
Race Night 2023
Bingo April 2024
Quiz Night Feb 24
Christmas Raffle
Thurnscoe Scouts
Howard & Co LLP Donation
Other Fundraising/Donations
Unrestricted
Restricted
Total
Unrestricted
Restricted
Total
Funds
Funds
Funds
Funds
Funds
Funds
£
£
£
£
£
£
-
-
-
17
-
17
51
-
51
75
-
75
244
-
244
-
-
-
2,031
-
2,031
1,414
-
1,414
1,000
-
1,000
1,000
-
1,000
500
-
500
500
-
500
705
-
705
-
-
-
75
-
75
-
-
-
787
-
787
-
-
-
-
-
-
349
-
349
-
-
-
645
-
645
-
-
-
100
-
100
60
-
60
-
-
-
5,453
-
5,453
4,100
-
4,100
2023
2024

3. Grants Received

Tesco Groundwork Unrestricted
Restricted
Total
Unrestricted
Restricted
Total
Funds
Funds
Funds
Funds
Funds
Funds
£
£
£
£
£
£
1,125
-
1,125
-
-
-
1,125
-
1,125
-
-
-
2023
2024

Page 12

PENISTONE SCOUT GROUP

NOTES TO THE FINANCIAL STATEMENTS continued

YEAR ENDED 31 MARCH 2024

4. Tangible fixed assets

Cost
as @ 01-Apr-2023
Additions
Disposals
as @ 31-Mar-2024
Depreciation
as @ 01-Apr-2023
Disposals
Charge this period
as @ 31-Mar-2024
Net book value
as @ 31-Mar-2024
as @ 31-Mar-2023
5.Debtors
Prepaid Camp/Event costs
Prepaid Website Costs
Prepayment Insurance
Room Hire (Feb/March 2024)
6.Cash at Bank and in hand
Bank Accounts
Online Scout Manager
Investment Accounts
Buildings
£
55,501
-
-
55,501
35,820
-
2,474
38,294
17,207
19,681
Fixtures,
Fittings &
Equipment
£
99,850
15,428
-
115,278
94,434
-
4,748
99,182
16,096
5,416
2024
£
5,416
265
1,637
415
7,733
2024
£
32,331
971
35,312
68,614
Total
£
155,351
15,428
-
170,779
130,254
-
7,222
137,476
33,303
25,097
2023
£
847
265
1,034
-
2,146
2023
£
54,003
1,425
34,384
89,812

Page 13

PENISTONE SCOUT GROUP

NOTES TO THE FINANCIAL STATEMENTS continued

YEAR ENDED 31 MARCH 2024

7. Creditors

Accruals:
Deferred Camp/Event Income
Accountancy
Repairs, Renewals & Maintenance
Utilities
2024
2023
£
£
10,106
7,888
750
650
400
-
147
-
11,403
8,538

8. Analysis of net assets by fund

31 March 2024
Fixed assets
Current assets
Current liabilities
31 March 2023
Fixed assets
Current assets
Current liabilities
Unrestricted
funds
£
-
46,556
(11,403)
35,153
-
44,458
(8,538)
35,920
Restricted
funds
£
-
-
-
-
-
-
-
-
Designated
funds
£
33,303
29,791
-
63,094
25,097
47,500
-
72,597
Total
funds
£
33,303
76,347
(11,403)
98,247
25,097
91,958
(8,538)
108,517

9. Trustees’ remuneration, benefits and expenses

During the financial year J Robinson received £265 via his business Funky IT Solutions for website hosting and domain renewal. Stuart Walne received £141.00 via Beyond Belief Gardening for grass cutting and maintenance. The transactions were carried out under normal terms of business.

Other than reimbursement for items purchased on behalf of the charity, there were no further payments, remuneration or benefits made to trustees in this period.

10. Related party transactions

There were no related party transactions.

11. Independent examination and accountancy services

During the period, the cost of the examination and accountancy services was £750. (2023: £650).

Page 14

PENISTONE SCOUT GROUP

NOTES TO THE FINANCIAL STATEMENTS continued

YEAR ENDED 31 MARCH 2024

12. Movements in funds

Unrestricted funds
General Fund
Restricted Funds
None
Designated funds
Contingency fund
Fixed Assets
Hardship Fund
Training Fund
Group Development fund
TOTAL FUNDS
Opening
balance
£
35,920
35,920
-
-
7,500
25,097
5,000
5,000
30,000
72,597
108,517
Incoming (Resources
resources
expended)
£
£
82,040
(80,004)
82,040
(80,004)
-
-
-
-
-
-
-
(7,222)
-
-
-
(2,985)
-
(2,099)
-
(12,306)
82,040
(92,310)
Transfers
£
(2,803)
(2,803)
-
-
-
15,428
(1,513)
-
(11,112)
2,803
-
Closing
balance
£
35,153
35,153
-
-
7,500
33,303
3,487
2,015
16,789
63,094
98,247

13. Fund transfers

£11,112 was transferred from the Group Development Fund to the Designated Fund for the purchase of fixed assets.

£4,316 was transferred from General Fund to the Designated Fund for the purchase of fixed assets.

£1,513 was transferred from the Hardship Fund to General Fund for contribution to member activities and subs.

14. Designated Funds

Page 15