Trustees, Annual Report For the period From (start date) to end date Section A Reference and administration details Charity name 3rd Poole Sea Scout Group Other names the charty is known by Registered charity number (if any) HQ registration number Charity's principal address Edith Lyle Hall West Quay Road Poole Postcode Names of the charity trustees who manage the charity (Th•M wlll )• publlsh•d In lh• annual report ofth• ¢h¥rity •nd the Chanty Roq18t•rMrwrtKw lor• Rwl8tornd Chlrtty wlth • ch•ty r•qulalo¢ Trustee Name Offlco (If any) Date8 acted If not for whol• year Mark Hocke David Chamberlain An ela Marsh Anthon Dakin Marsha Ma nin Jill Baile Carol Stewart Bradle Youn Chair Secreta Treasurer Lead Volunteer Truste8 Trustee Trustee Trustee 10 12 13 14 15 Names and addresses of advisers (optional infomiation but encouraged as best practice) (Th&T& wlll t• publl3h•d In annualreFort olth8 Gharity) ypeo visor ame ress 14N 1 LT700001 (27 February 2024)
Section B Structure, governance and management Description of the charity's trusts Type of governing document The Group's governing documents are those of the The Scout Association. They consist of a Royal Charter, which in tum gives authority to the Bye Laws of the Association and The Policy, Organisation and Rules of The Scout Association and the Group's Constitution. (e.g. trust deed, constitution) How the charity is constituted (e.g. trust, assoclatlon, company) The Group is a trust established under its rules which are common to all Scouts. Trustee selection methods rustees are appointe In accor an wit Icy, Organisation and Rules of The Scout Association and the Grou 's Constitution. (e.g. appointed by, elected by) Additional governance issues (optional information but encouraged as best practice) You may choose to include additional infomation, where relevant, about.. 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. Policies and procedures adopted for: a) the induction and training of trustees., b) trustee, consideration of major risks and the systems and procedures to manage them The Trustee Board consists of the Chair, Treasurer, Secretary and 5 Trustees including the Lead Volunter and meets every 3 months. Members of the Trustee Board complete Being a Scouts Trustee leaming within the first 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. 2 LT700001 (27 February 2024)
Section B Structure, governance and management Icontinuedl Rlsk and Internal Control (Speclmen 1) The Group Trustee Board 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 concem 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 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 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. Rl8k and Internal Control (Speclmen 2) The group has in place systems of intemal controls that are designed to provide reasonable assurance against material mismanagement or loss, these include 2 signatories for all payments and comprehensive Insuran policies to ensure that insurable risks are covered. Section C Objectives and activilies The Purpose of Scouting Scouting exists to actively engage and support young people in their personal development, Summary of the objects of the charity set out in its governing document 3 LT700001 (27 February 2024)
ernpowering tnem to make a positsve contriDUtion to society. Tho Value8 of Scoutlng As Scouts we are guided by these values.. Integrlty - 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. 8ellof - We explore our faiths, beliefs and attitudes. Co-operatlon - We make a positive difference., we co- operate with others and make friends. The Scout Method Scouting takes place when young people, in partnership wilh 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 reflection take responsibility and make choices undertake new and challenging activities make and live by their Promise. Activities undertaken to meet the above objectives include.. Varied and engaging planned program of activities Participation in District Events Supervised use of boats during the summer months, increasing number of sessions with sections Ofganisation of Group and Section Camps Promote leadership in each section Actively encourage participatlon In badgework including Chief Scout Awards Summary of the main activities in relation to these objects Additional detsils of the objectives and activities (optional information but encouraged as best practice) You may choo8• to include further statements, where relevant, 8bout'. As a Group we actively seek monetary grants from various Trusts and Organisations, including The Royal Navy, The Hugh Insley Fox Trust, to enable the Group to improve and update equipment and facilities. In addition to the help we get from parents during meetings, some volunteer to help with maintenance of both the hall, boats and boating equipment thus saving the Group considerable expense. This year the Group became RYA accredited which enables the Group to run RYA training courses for our members and members of the wider Scout communi policy on grantm8king', contribution made by volunteers., policy on investments. Public benefit statement The Group meets the Charity Commission's public benefit criteria under both the advancement of education and the advancement of citizenship or community development headin Section D Achievements and performance Summary of the main achievements of the charity during the year The Group now has a much larger membership compared to previous years. The Group have actively managed to get all sections on the water in a variety of craft including sailing, kayacking and 4 LT700001 (27 February 2024)
power boating, weather permitting. The Group continues to provide scouting skills to all members in Beaver, Cubs and Scout Sections. We were again able to hold a Group Camp in September, providing the opportunity of teamwork beeen sections on various activities and leisure time. The Group continues to maintain scheduled boat maintenance during the winter months which has also included updating and servicing some of our equipment and boats. The Group is actively putting into practice the Aims and Objectives of the Scout Association. Section E Financial Review LSrieT siaiemeni OT Ine cnariiy s POllGy on reserves Re8orv88 Pollcy The Group's policy on reseNes is to hold sufficien resources to continue the charitable activities of the grou should income and fundraising activities fall short. Th Group Trustee Board considers that the group should hold a sum equivalent to 6 months running costs, circa £12,000. The Group held reserves of approximately £12,000 a agreed by the Trustee B08rd in June 2023 and stated in the Finance Policy. Quantify and explain any designatlons Details of any funds materially In deficit (circumstances plus steps to eliminate) None Further financlal revlew details (optional information) You may choose to Include additional infomation, where relevant, about.. the charity's principal sources of funds (including any fundraising)., Investment Pollcy The Group does not have sufficient funds to invest in longer tem 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. . how expenditure has supported the ke objectives of the charity., investment policy and objectives; Purchase and servicing of both land and water equipment to maintain high stsndards of safety. Section F Other Optional Information Plans for future periods {details of any significant activities planned to achieve them) The Group have actively sought fundraising and grants to replace, refurbish and maintain all assets both land and water based. 5 LT700001 (27 February 2024)
At present ftjnds are being raised to continue to fulfil the next stage in our long term strategic plan in order to give our young people the best facilities and equipment that we can offer. Section G Decla ration The trustees declare that they have approved the trustees. report above Signed on behalf of the charlty's trustees Signature{s) Full name(s) Mark Hockey Angela Marsh Position (eg Secretary, Chair) air reasurer Date 6 LT700001 (27 February 2024)
CHARITY COMMISSION FOR ENGLANO AND WALES 3rd Poole Soa Scout Group 900283 Recei ts and ments accounts 3110312024 CC16a For the perlod from 0110412023 To Section A Receipts and payments Unrestrlctsd funds Restrlcted funds Endowment fund8 Totsl fund$ Last year to th• n•ar••t to the n•awt £ to th• nr••t £ to th• noarn8t £ to th• n•ar•it £ A1 Recelpt8 onations 108 2.028 2,SOO 22,724 16,403 15.816 5,218 1,735 163 rants em ers ub coutin Hall Hire Boal Income Fundraisin A¢tlvitl88 an nter8st 18.800 17,153 533 Scr Icalion$ an esan ion$ our888 orn 3,271 183 ross Income or AR) 06,911 56,991 04,189 880 (8ee table). nvos on J.220 5.220 5,220 1,788 63,211 A3 Paym•nt• Scoutlng Actlvltlgs and Unlform Boat Fu•l, Equipment and Maintenan Boat Mooring$ and Harbour Dues Scout Equlpment and Malnlonan¢e Buildlng Equlpment and Maintenance RYA Public8llon8 and Cour888 Membership Subscrlptions INalion8llCountylAroalDlstrict) Prlntlng, Slatlonary, IT and Web81te Cleaning and Refv80 Storage Facilrtles Utllltl8s Expendilu A¢¢ounlan¢y and General Sub8criplio Donations lo other organS$atlon$ Insurance Finance Char 14,3S9 8,258 2.003 14.3J9 8,258 2,003 11,914 8,366 3,340 1,040 1,064 879 1,381 10.221 8,381 10,221 4,048 1,344 2,496 1,047 2.538 1,424 4,087 607 1,047 2,538 1,424 4,087 607 3,259 863 1,618 1,851 934 2.312 1,261 2,312 1.281 os and Fee8 Sub total 56,206 39,621 A4 Asset and Inv•$tment urchases Asset Purchases 7,350 Sub total 7,300 7.330 16.120 62,556 62.658 55.741 Net of rnc•lpts/(paym•nts) A5 Tran8fer8 between funds A6 Cash funds la8t year ond Cash funds thls year end 23 9.966 19.621 19,621 233 CCXX R1 accounts ISSI 2210112025
Section B Statement of assets and liabilities at the end of the period Unrestrictod Re$trlcted funds fund8 to near•4t £ to n•or••t £ Endowment fund8 to n•at£ Categories Details B1 Cash funds Current Account 6,171 Deposit Account 12,823 Petty Cash 827 Total cash funds 19,621 l•Jr•• b•l•r wth [pts PO)nI• •xountl*ll Unre8trf¢tsd funds to n•ir•it £ R88trlcted funds to £ Endowment funds to n#ar••t £ Deta518 Amounts R1¥88 Fund to whlch a•••t l)•lon ¢o•t {opilonoll Curr•nt valu• lon•1 Fund lo whl¢h a•••t b•lon Co•t loptlon•ll 10e,608 Curr•nt valu• tlon•l 84 A88ets rotalnod for th• charlty'8 own use L¥nd And Buildlnog Hall A88tt8 1,11S 8oaling Assets 87,046 Scoutlng Equlpment 7,600 Fund to whlch r•lat•• Amount du• tlonal Wh•n du• lonthl 85 Llabllltl•8 Signed by one or fyvo tNsle88 on behalf of all the trustses Signature Prlnt Name Date of roval CCXX R2 accounts (SSI 2210112025
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section.A Independent Examiner's Report_----.-...-.. Report to the trusteesl members of 3rd Poole Sea Scout Group On accounts for the year ended 31" MarGh 2024 Charity no (If any) 900283 Set out on pages I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 31103 12024. Responslbllltles and As the charity trustees of the Trust, you are responsible for the preparation basls of report of the accounts in accordance with the requirements of the Charities Act 2011 {"the Act"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect., accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no Concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Slgned: Date: 29ZS Name: Jenifer Richardson Relevant professlonal quallflcatlon(s) or body (If any): FCA FCCA DChA Address: 32 Award Road Wimborne Dorset BH217NT IER October 2018