Trustees, Annual Report For the period From (start date) DIIDEIEIEI . ... to end date EIIIDEIEI Section A Reference and administration details Charfty name 3rd Poole Sea Scout Group Other names the charity is known by RegIsted charity number (if any) HQ registratlon number Charity's principal address Edith Lyle Hall West Quay Road Poole Postcode Names of the charity trustees who manage the charity (rhe8e wlll publlsh6d In Iho annu81rewrtofth& charlty ond Iha Chartty R6gI8terMrewYtlnq lora Reu16tw8d Ch&rlty wllh a charltyreuulalor) Trustee Name Office lif any Dates acted if not for whole year Mark Hocke David Chamberlain An ela Marsh Anthon Dakin Jill Balle Marsha Ma nin Carol Stewart Bradle Youn Chair Secreta Treasurer Lead Volunleer Trustee Trustee Trustee Trustee 10 12 13 14 15 Names and addresses of advisers (optional infomation but encouraged as best practice) (These wlll Èvpublish6Ylln the annual rel0[ the ¢hartty) Type of advi50r Independent Examiner Name Jeniler Richardson FCA FCCA Address 32 Award Road Wimborne BH21 7NT 1 LT700001 (27 February 2024)
Section B Structure, governance and management Description of the charity's tnjsts 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 le.g. trust, association, company) The Group is a trust established under its rules which are common lo all Scouts. Trustee selection methods The Trustees are appointed in accordance with the Policy, Organisation and Rules of The Scout Association and the Grou 's Constitution. (e.g. appointed by, elected by) Additional governance issues (optlonal Information but encouraged as best practice) You may choose to include additional information, where relevant, about.. The Group is managed by the Group Trustee Board, the members of which are the 'Charity Tru5tees' of the Scout Group which is an educational charity. As chaflty 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 Tiustee Board complete Being a Scouts Trustee learning within the first 8 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 (continued) Risk and Internal Control (Specimen 1) The Group Trustee Board has identified the major risks to which they believe the Group is exposed, Ihese 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 io mitigate against permanent loss. Injury to leaders, helpers. supporters and members. The Group through the capilation 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 volunteets 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 sectlon 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. Risk and Internal Control (Specimen 2) The group has in place systems of internal controls that are designed to provide reasonable assurance againsl material mismanagement or loss, these include becoming a cashless group, the requirement of two signatories for all payments and comprehensive insurance policies to ensure that insurable risks are covered. 3 LT700001 (27 February 2024)
Section C Objectives and activities 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. Summary of the objects of the charity set out in its governing document 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 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 SupeNised use of boats during the summer months, increasing number of sessions with sections Organisation of Group and Section Camps Promote leadership in each section Adively encourage participation in badgework including Chief Scout Awards Summary of the main activities in relation to these objects Additional details of the objectives and activities (optional information but encouraged a5 best practice) 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 gel 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 community. You may choose to include further statements, where relevant, about= policy on grantmaking., contribution made by volunleers., policy on investments. Public benefit statement The Group meets the Charily Commission's public benefit criteria under both the advancement of education and the advancement of citizenship or community development headin 4 LT700001 (27 Febnjary 2024)
Section D Achievements and performance Summary of the main achievements of the charity during the year The Group has a relatively large membership consisting of two Beaver Colonies, two Cub Packs and three Scout Troops. The Group have actively managed to get all sections on the water in a variety of craft including sailing, kayacking and power boating, weather permitting. The Group continues to provide scouting skills to all members in Beaver, Cubs and Scout Sections. We again held a Group Camp in September, providing the opportunity for teamwork between sections on various activities and during leisure time. The Group continues to maintain scheduled boat maintenance during the winter months which has also included uOating and servicing some of our equipment and boats. The Group is actively putting into practice the Aims and Ob ectives of the Scout Association. Section E Fiiiancial Review tjriei siatemeni OT ine cnarity's policy on reserves Reserves Policy The Group's policy on resetves is to hold sufficient resources to continue the charitable activities of the group should income and fundraising activities fall short. The Group Trustee Board considers that the group should hold a sum to cover the running costs of both the Hall and equipment as well as enable the implementation of the five year strategic plan with regards maintaining and replacing of boats, equipment and buildings. The Group held reserves of approximately £20,000 as agreed by the Trustee Board in June 2023 and stated in ihe Finance Policy. Quantify and explain any designations Details of any funds materially in deficit (circumstances plus steps to eliminate) None Further financial review details (optional information) You may choose to include additional information, where relevant, about= the charity's principal sources of funds (including any fundraising)., Investment Policy The Group does not have sufficient funds to invest in longer tenn 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 key objectives of the charity., investment policy and objectives", Purchase and servicing of both land and water equipment to maintain high standards of safety. 5 LT700001 (27 February 2024)
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. At present funds are being raised to continue to fulfil the next stage in our long tenn strategic plan in order to give our young people the best facilities and equipment that we can offer. Section G Declaration The trustees declare that they have approved the trustees, report above Signed on behalf of the charity's trustees Signature(s) Full name(s) Mark Hocke An ela Marsh Position (eg Secretary, Chair) air reasurer Date 6 LT700001 (27 February 2024)
CHARITY COMMISSION FOR ENGLAND AND WALES 3rd Poole Sea S¢out Group 900283 Receipts and payments accounts CC16a For the perlod from 0110412024 3110312025 To Section A Receipts and payments Unrestrfcted funds to th• nMr••t Restrlcted funds Endowmenl funds Total fund8 Last yoar to th• ng•r••t£ to thg nwro•t£ to th• nMr••t£ to th• n••mt £ A1 Rocel Donations Grft Aid Grants Membershi Subs¢ri lions RYA Publi¢ations and Cour$88 Scouti Activrtw and Unrfonn Hall Hire Boat If Fundraisin AclNstse8 Bank Interest Sub total (Gross income for AR) A2 A88et and Invoslment sale8, (80e tablo). Sale of Assets 2,079 7,569 2,079 7,569 108 2.028 30,194 2,897 6,682 5.959 30,194 2,897 6,682 16,403 5,818 80 183 207 14.227 56,991 6.220 Sub total 5.220 64,227 62,211 A3 Payments Scoutlng A£tivlks and UnOrnI Boat Fuel. Equipment and Maintenan Boat Moorongs and Harbour Duos Scout Equ4)ment and Mainlonan Building Equipm6nl and Maintananc• RYA PublirAtions and Courses Membership Sub8¢riplion$ (NatK*navCountylArealDk8tri1 Prints'ng, Stationery, IT and Webslte Cleaning and Relusa Storage Facilitps Ulilili8s ExFendlture Accountancy arKI Genoral sutriptiO Trainino ¢OUfSO$ Insuran Finan Cha 12,021 12,021 4,436 3,322 2,001 1,33 4,988 14.359 8.258 2,003 708 8,381 10.221 3,322 2,001 1,339 4,985 4370 4370 1,047 2,538 1,424 4,087 607 2,422 2,832 4.012 1.707 763 2.437 1.696 2.422 2,832 4.012 1.707 763 2.437 1.898 2.312 1.261 8 and Fe88 Sub total 49.031 49,031 A4 Assot and Inmlment urchases, see lable Asset Purchases 7,164 7.114 7,350 Sub total 7,164 7.164 7,350 56,195 6.195 62.$56 Net of rec•lpts/(payments) A5 Transfers between furKIs A6 Cash fund8 last year ond Cash funds this year end 8,032 8.032 345 19.621 27,653 19,621 27.653 19,966 19.621 CCXX R1 accounts ISS) 3010912025
Section B Statement of assets and liabilities at the end of the period Unrestrfctod Re8trfcted funds funds to twm8t£ to no•rost £ Endowment funds to noarg8t £ Categorles Detalls 81 Cash fund• CurrentAQxnt 12,886 Dept Account 13,648 Petty Cash 1,319 Total cash funds 27.653 Unrestrlct fund¥ Restrlcted fund• to noamt £ Endowment fund8 to n•ar•8t £ Arnnts R8cAivable Fund to whlch 4$t b•1 Co•t loptFon•ll Curr•nt valu• onal B3 InVtment a•8•ts Fund to T*hlch aM•t b•lon Currnnt v•lu• on•1 Co•t loptlonall 108.808 B4 A88•ts r•tsln•d for tho charfty'• own u•• Land and BLtikJings Hall A85éts 1.110 Boating A880ts 71,640 Scoutino Equipm•nt 7,115 Fund to whl¢h Ilabll Amount du• nal When du• onal B5 Llablllt188 Signed by one or tsvo trustees on behalf of all the trust89S Signature Print Name Date of roval o/ CCXX R2 accounts (SS) 3010912025
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" March 2025 Charity no (if any) 900283 Set out on pages 1-8{ I report to the trustees on my examination of th8 accounts of the above charity ('the Trust") for the year ended 3110312025. Responsibilltles 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 resp8Ct 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. Date: 24. January 2026 Signed.. Name: Jenifer Richardson Relevant professional qualification(s) or body (if any): FCA FCCA DChA Address: 32 Award Road Wimbome Dorset BH217NT IER October 2018