{"number":"5","url":"/por/5a-charity-obligations-for-groups-districts-counties/","content":{"layouts":[{"type":"singleColumn","areas":[{"items":[]}],"config":null}]},"rules":[{"number":"5a.1","body":"","content":{"layouts":[{"type":"singleColumn","areas":[{"items":[{"gridType":"RichTextBlock","content":"\u003Cp\u003E\u003Cstrong\u003E5a.1.1.1 Charities Legislation\u003C/strong\u003E\u003C/p\u003E\n\u003Col style=\u0022list-style-type: lower-alpha;\u0022\u003E\n\u003Cli\u003EIn England and Wales, the Charities Acts 2011 and 2022 apply.\u0026nbsp;\u003C/li\u003E\n\u003Cli\u003EIn Scotland, the Charities and Trustee Investment (Scotland) Act 2005, the Charities Accounts (Scotland) Regulations 2006 (as amended) and the Charities (Regulation and Administration) (Scotland) Act 2023 apply.\u003C/li\u003E\n\u003Cli\u003EIn Northern Ireland, the Charities Acts (Northern Ireland) 2008, 2013 and 2022, and The Charities (Accounts and Reports) Regulations (Northern Ireland) 2015 apply.\u003C/li\u003E\n\u003Cli\u003EIn Jersey, the Charities (Jersey) Law 2014 applies.\u003C/li\u003E\n\u003Cli\u003EIn the Bailiwick of Guernsey, the Charities Ordinance 2022 applies.\u003C/li\u003E\n\u003Cli\u003EIn the Isle of Man, the Charities Registration and Regulation Act 2019 applies.\u003C/li\u003E\n\u003Cli\u003EIn British Scouts Overseas, Groups and Districts must follow any charity regulation by the host country, as well as POR.\u003C/li\u003E\n\u003Cli\u003EIn the Falkland Islands, The Charities Act 1960 applies\u003C/li\u003E\n\u003Cli\u003EIn Anguilla, the Non-Profit Organisations Regulations, 2010 applies.\u003C/li\u003E\n\u003Cli\u003EIn Bermuda, the Charities Act 2014 applies.\u003C/li\u003E\n\u003Cli\u003EIn the British Virgin Islands, the Non-Profit Organisations Act 2012 applies.\u003C/li\u003E\n\u003Cli\u003EIn the Cayman Islands, The Non-Profit Organisation Law applies.\u003C/li\u003E\n\u003Cli\u003EIn Gibraltar, the Gibraltar Charities Act applies.\u0026nbsp;\u003C/li\u003E\n\u003C/ol\u003E","gtmId":"","gtmClass":""},{"gridType":"RichTextBlock","content":"\u003Cp\u003E\u003Cstrong\u003E5a.1.1.2 Charity regulators\u003C/strong\u003E\u003C/p\u003E\n\u003Col style=\u0022list-style-type: lower-alpha;\u0022\u003E\n\u003Cli\u003EIn England and Wales, the charity regulator is the\u0026nbsp;\u003Ca rel=\u0022noopener\u0022 href=\u0022https://www.gov.uk/government/organisations/charity-commission\u0022 target=\u0022_blank\u0022 title=\u0022Charity Commission for England and Wales\u0022\u003ECharity Commission for England and Wales\u003C/a\u003E.\u00A0\u003C/li\u003E\n\u003Cli\u003EIn Scotland, the charity regulator is the\u00A0\u003Ca rel=\u0022noopener\u0022 href=\u0022https://www.oscr.org.uk/about-oscr\u0022 target=\u0022_blank\u0022 title=\u0022Office of the Scottish Charity Regulator (OSCR)\u0022\u003EOffice of the Scottish Charity Regulator (OSCR)\u003C/a\u003E.\u003C/li\u003E\n\u003Cli\u003EIn Northern Ireland, the charity regulator is the\u00A0\u003Ca rel=\u0022noopener\u0022 href=\u0022https://www.charitycommissionni.org.uk/\u0022 target=\u0022_blank\u0022 title=\u0022Charity Commission for Northern Ireland\u0022\u003ECharity Commission for Northern Ireland\u003C/a\u003E.\u003C/li\u003E\n\u003Cli\u003EIn Jersey, the charity regulator is the\u00A0\u003Ca rel=\u0022noopener\u0022 href=\u0022https://charitycommissioner.je/\u0022 target=\u0022_blank\u0022 title=\u0022Jersey Charity Commissioner\u0022\u003EJersey Charity Commissioner\u003C/a\u003E.\u003C/li\u003E\n\u003Cli\u003EIn the Bailiwick of Guernsey, the\u00A0\u003Ca rel=\u0022noopener\u0022 href=\u0022https://www.guernseyregistry.com/charities\u0022 target=\u0022_blank\u0022 title=\u0022Guernsey Registry\u0022\u003EGuernsey Registry\u003C/a\u003E applies.\u003C/li\u003E\n\u003Cli\u003EIn the Isle of Man, the\u00A0\u003Ca rel=\u0022noopener\u0022 href=\u0022https://www.gov.im/charities\u0022 target=\u0022_blank\u0022 title=\u0022Attorney General\u2019s Office\u0022\u003EAttorney General\u2019s Office\u003C/a\u003E applies.\u003C/li\u003E\n\u003Cli\u003EIn British Scouting Overseas, the Area itself is a charity registered in England and so their charity regulator is the\u00A0\u003Ca rel=\u0022noopener\u0022 href=\u0022https://www.gov.uk/government/organisations/charity-commission\u0022 target=\u0022_blank\u0022 title=\u0022Charity Commission for England and Wales\u0022\u003ECharity Commission for England and Wales (CCEW)\u003C/a\u003E. For the Districts and Groups within BSO, their charity regulator (if any) will vary according to the law of each host nation.\u003C/li\u003E\n\u003Cli\u003EIn the Falkland Islands, charities are regulated by three appointed Charity Commissioners, with the Attorney General holding the title of Chief Charity Commissioner\u003C/li\u003E\n\u003Cli\u003EIn Anguilla, the regulator for non-profit organisations is the\u00A0\u003Ca rel=\u0022noopener\u0022 href=\u0022https://fsc.org.ai/\u0022 target=\u0022_blank\u0022 title=\u0022Financial Services Commission\u0022\u003EFinancial Services Commission\u003C/a\u003E.\u003C/li\u003E\n\u003Cli\u003EIn Bermuda, the charity regulator is the\u00A0\u003Ca rel=\u0022noopener\u0022 href=\u0022https://www.gov.bm/online-services/register-charity\u0022 target=\u0022_blank\u0022 title=\u0022Registry General\u0022\u003ERegistry General\u003C/a\u003E.\u003C/li\u003E\n\u003Cli\u003EIn the British Virgin Islands, the charity regulator is the\u00A0\u003Ca rel=\u0022noopener\u0022 href=\u0022https://bvi.gov.vg/content/where-can-non-profit-organisation-npo-be-registered\u0022 target=\u0022_blank\u0022 title=\u0022Non-Profit Organisations Registration Board\u0022\u003ENon-Profit Organisations Registration Board\u003C/a\u003E.\u003C/li\u003E\n\u003Cli\u003EIn the Cayman Islands, the charity regulator is the\u00A0\u003Ca rel=\u0022noopener\u0022 href=\u0022https://www.ciregistry.ky/non-profit-organisations/\u0022 target=\u0022_blank\u0022 title=\u0022Cayman Islands General Registry\u0022\u003ECayman Islands General Registry\u003C/a\u003E.\u003C/li\u003E\n\u003Cli\u003EIn Gibraltar, the charity regulator is the \u003Ca rel=\u0022noopener\u0022 href=\u0022https://www.gibraltar.gov.gi/gibraltar-charity\u0022 target=\u0022_blank\u0022 title=\u0022Board of Charity Commissioners for Gibraltar\u0022\u003EBoard of Charity Commissioners for Gibraltar\u003C/a\u003E.\u003C/li\u003E\n\u003C/ol\u003E","gtmId":"","gtmClass":""},{"gridType":"RichTextBlock","content":"\u003Ch4\u003E5a.1.2 Charity registration\u003C/h4\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.2.1 TSA Federation\u003C/strong\u003E\u003Cbr\u003EWhether or not registered with a Charity Regulator, all Groups, Districts and Counties must operate as part of the Scouts\u2019 Federation operating under the Scouts\u2019 Royal Charter. \u0026nbsp;\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.2.2 England and Wales\u00A0\u003C/strong\u003E\u003Cbr\u003EIn England and Wales, each Group, District, and County is an unincorporated charity. They are separate charities for the purposes of charity law but are part of the Scouts\u2019 Federation of charities. As such, each Group, District and County in England and Wales must comply with charity law and is regulated by the Charity Commission for England and Wales (CCEW). \u00A0\u003C/p\u003E\n\u003Cp\u003EEach Group, District, and County in England and Wales must register with CCEW if at least one of these conditions is true:\u003C/p\u003E\n\u003Col\u003E\n\u003Cli\u003ETheir annual income exceeds \u00A3100,000.\u00A0\u003C/li\u003E\n\u003Cli\u003EThey own land or buildings and have an annual income of \u00A35,000 or more.\u00A0\u003C/li\u003E\n\u003Cli\u003EThey have a permanent endowment (a rare interest in land or assets that cannot be spent as income) and an annual income of \u00A35,000 or more.\u00A0\u003C/li\u003E\n\u003C/ol\u003E\n\u003Cp\u003EEvery Group, District, and County in England and Wales that is not required to register with CCEW has \u2018excepted\u2019 status under \u003Ca rel=\u0022noopener\u0022 href=\u0022https://www.legislation.gov.uk/uksi/1961/1044/made\u0022 target=\u0022_blank\u0022 title=\u0022The Charities (Exception of Certain Charities for Boy Scouts and Girl Guides from Registration) Regulations 1961\u0022\u003EThe Charities (Exception of Certain Charities for Boy Scouts and Girl Guides from Registration) Regulations 1961\u003C/a\u003E.\u00A0\u003C/p\u003E\n\u003Cp\u003EExcepted charities are regulated by CCEW and have the same responsibilities as registered charities, even though they are not required to register with, or make annual returns to, CCEW. However, the requirement for Trustees of excepted charities to present their Trustees\u2019 Annual Report and Accounts to the Scout Council at their AGM still applies, and they must still operate as described in POR.\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.2.3 Scotland\u00A0\u003C/strong\u003E\u003Cbr\u003EIn Scotland, a Group, District or Region can choose to register with OSCR as an Unincorporated Scottish Charity. If registered, the members of the Group , District or Region Trustee Board are the charity Trustees. However, they must not register as a Scottish Charitable Incorporated Organisation as they must be able to exist within the Scouts\u2019 Federation of charities and operate under its Royal Charter (SCIO).\u003C/p\u003E\n\u003Cp\u003EIn Scotland, if not registered with OSCR, a Group , District or Region is not a charity in Scottish law. \u00A0\u003C/p\u003E\n\u003Cp\u003EAny Scottish Group, District or Region that is not registered with OSCR must act in the best interests of its members with the same duties and responsibilities as described in POR, including having a Trustee Board to govern their operations.\u003C/p\u003E\n\u003Cp\u003EAlso note POR 5e.8.1.4 regarding restrictions on claiming gift aid if not registered with OSCR.\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.2.4 Northern Ireland\u00A0\u003C/strong\u003E\u003Cbr\u003EIn Northern Ireland, all Groups and Districts are separate (though not independent) unincorporated charities and must register with \u003Ca rel=\u0022noopener\u0022 href=\u0022https://www.charitycommissionni.org.uk/\u0022 target=\u0022_blank\u0022 title=\u0022Charity Commission Northern Ireland\u0022\u003ECCNI\u003C/a\u003E.\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.2.5 Isle of Man \u003Cbr\u003E\u003C/strong\u003EIn the Isle of Man, Scouts (the \u2018County\u2019) is registered with the \u003Ca rel=\u0022noopener\u0022 href=\u0022https://www.gov.im/about-the-government/offices/attorney-generals-chambers/crown-office/charities/index-of-charities-registered-in-the-isle-of-man/\u0022 target=\u0022_blank\u0022 title=\u0022Isle of Man charity regulator\u0022\u003EIsle of Man Charity Regulator\u003C/a\u003E [it is charity #430]. \u00A0\u003C/p\u003E\n\u003Cp\u003EWhile each Group on the Isle of Man may also register, it is not mandatory. \u00A0\u003Cbr\u003EAny registration with the Isle of Man Charity Regulator must be as an Unincorporated Isle of Man Charity.\u003C/p\u003E\n\u003Cp\u003ERegardless of registration status, all Groups must comply with POR, including having a Trustee Board to govern their operations.\u003C/p\u003E\n\u003Cp\u003EWhether registered or not, the Isle of Man Groups must act as separate (though not independent) Unincorporated Isle of Man charities.\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.2.6 Bailiwick of Guernsey \u003Cbr\u003E\u003C/strong\u003EIn the \u003Ca rel=\u0022noopener\u0022 href=\u0022https://portal.guernseyregistry.com/\u0022 target=\u0022_blank\u0022 title=\u0022Guernsey registry\u0022\u003EBailiwick of Guernsey\u003C/a\u003E, Scouts (the \u2018County\u2019) is registered as a charity with the Guernsey Registry [it is charity #CH106]. \u00A0\u00A0\u003C/p\u003E\n\u003Cp\u003EIn addition, each\u202FGroup\u202Fin the Bailiwick of Guernsey\u202Fmust\u202Fregister as a charity if they meet certain mandatory criteria, although it is strongly recommended that all\u202FGroups\u202Fregister as a Domestic Compulsory Charity irrespective of whether they meet the mandatory criteria.\u202F\u202F\u00A0\u003C/p\u003E\n\u003Cp\u003EWhether registered or not, all Bailiwick of Guernsey Groups must operate as if they are registered. Also, whether registered or not, the\u202FGroups\u202Fmust act as separate (though not independent) unincorporated charities and comply with POR.\u00A0\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.2.7 Jersey \u003Cbr\u003E\u003C/strong\u003EIn Jersey, the Jersey Scout Association (the \u0022County\u0022) is registered as a charity with the \u003Ca rel=\u0022noopener\u0022 href=\u0022https://charitycommissioner.je/\u0022 target=\u0022_blank\u0022 title=\u0022Jersey charity commissioner\u0022\u003EJersey Charity Commissioner\u003C/a\u003E [it is charity #71].\u00A0\u003C/p\u003E\n\u003Cp\u003EGroups on Jersey, fall under the supervision of the Jersey Scout Association and are not required to register as a charity with the Jersey Charity Commissioner.\u00A0\u003C/p\u003E\n\u003Cp\u003EHowever, whether registered or not, all\u202FGroups on Jersey\u202Fmust\u202Foperate as if they are registered. \u202FAlso, whether registered or not, the Groups\u202Fmust act as separate (though not independent) unincorporated charities and comply with POR .\u00A0\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.2.8 British Scouting Overseas \u003Cbr\u003E\u003C/strong\u003EIn British Scouting Overseas, the BSO Area Scout Council is registered as a charity with CCEW [it is charity #1151702].\u003C/p\u003E\n\u003Cp\u003EThe Districts and Groups within BSO are not within the United Kingdom and so are not required to register as a charity, though if they do it will be with their local charity regulator. However, all Districts and Groups within BSO must operate under the same principles of good governance as if they are registered, including compliance with POR.\u003C/p\u003E\n\u003Cp\u003EBSO includes two British Overseas Territories that are part of Scouts:\u003C/p\u003E\n\u003Cul\u003E\n\u003Cli\u003EFalkland Islands (see POR 5a.1.2.9)\u003C/li\u003E\n\u003Cli\u003ESaint Helena, Ascension and Tristan da Cunha\u003C/li\u003E\n\u003C/ul\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.2.9 Falkland Islands\u003C/strong\u003E\u003Cbr\u003EIn the Falkland Islands, Scouts (the \u2018County\u2019) is registered as a charity with the Falkland Islands Charity Register [it is charity #C25 on their Register of Charities.]\u003C/p\u003E\n\u003Cp\u003EGroups within the Falkland Islands are not required to register as a charity, however all Groups must operate under the same principles of good governance as if they are registered, including compliance with POR.\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.2.10 Bermuda \u003Cbr\u003E\u003C/strong\u003EIn Bermuda, Scouts (the \u2018County\u2019) is registered as a charity with the \u003Ca rel=\u0022noopener\u0022 href=\u0022https://www.gov.bm/online-services/register-charity\u0022 target=\u0022_blank\u0022 title=\u0022Bermuda Registry General\u0022\u003EBermuda Registry General\u003C/a\u003E [it is charity #35 on the Bermuda register.]\u003C/p\u003E\n\u003Cp\u003EGroups within Bermuda are not required to register as a charity, however all Groups must operate under the same principles of good governance as if they are registered, including compliance with POR.\u00A0\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.2.11 Gibraltar \u003Cbr\u003E\u003C/strong\u003EIn Gibraltar, Scouts (the \u2018County\u2019) is registered as a charity with the Board of Charity Commissioners for Gibraltar [it is charity #80 on the Gibraltar register].\u003C/p\u003E\n\u003Cp\u003EGroups within Gibraltar are not required to register as a charity, however all Groups must operate under the same principles of good governance as if they are registered, including compliance with POR.\u00A0\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.2.12 Other Overseas Territories\u00A0\u003C/strong\u003E\u003Cbr\u003EInformation is being developed regarding:\u003C/p\u003E\n\u003Cul\u003E\n\u003Cli\u003Ethe other Overseas Territories (Anguilla, British Virgin Islands and the Cayman Islands)\u003C/li\u003E\n\u003Cli\u003ESaint Helena, Ascension and Tristan da Cunha\u003C/li\u003E\n\u003C/ul\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.2.13 Membership system\u00A0\u003C/strong\u003E\u003Cbr\u003ERegistered charities must record their charity registration number on the membership system.\u00A0\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.2.14 Use of charity numbers \u003Cbr\u003E\u003C/strong\u003EEach Scout Charity must not use any other charity registration number than their own. For example, a Group must not use the charity number for their District or County, or UK\u202FHeadquarters.\u00A0\u003C/p\u003E\n\u003Cp\u003EFor excepted charities in England and Wales, UK Headquarters can provide an explanatory letter to use instead of a charity registration number. Charities in England and Wales within the Scouts\u2019 federation of charities who are registered with HMRC for Gift Aid but are not registered with the charity regulator can often use their HMRC registration number if a charity number is required by other third parties.\u00A0\u003C/p\u003E","gtmId":"","gtmClass":""},{"gridType":"RichTextBlock","content":"\u003Ch4\u003E5a.1.3 Charity Trustees\u003C/h4\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.3.1 England, Northern Ireland and Wales\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003EIn England, Northern Ireland and Wales, members of Group , District and County Trustee Boards are the \u0027charity trustees\u0027 of the Group, District or County (POR 5b.3.3.2).\u00A0\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.3.2 Scotland\u00A0\u003C/strong\u003E\u003Cbr\u003EIn Scotland, where a Group, District or Region is registered with OSCR, the Members of the Group, District or Region Trustee Board are the \u2018charity trustees\u2019 of the Group, District or Region.\u00A0\u003C/p\u003E\n\u003Cp\u003EFor Scottish Groups, Districts or Regions that are not registered with OSCR, the Trustee Board members have a role title of Trustee and have all of the Trustee responsibilities identified in POR but do not have the legal responsibilities as charity trustees.\u00A0\u003C/p\u003E","gtmId":"","gtmClass":""},{"gridType":"RichTextBlock","content":"\u003Ch4\u003E5a.1.4 Persons not allowed to act as Trustees\u003C/h4\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.4.1 Restriction \u003Cbr\u003E\u003C/strong\u003EAny person disqualified from being a charity Trustee by charity legislation (POR 5a1.1) must not be a member of a Group, District or County Trustee Board, whether or not the Group , District or County is registered with their Charity Regulator.\u003C/p\u003E\n\u003Cp\u003EThe appointment of such a person, whether ex officio, by appointment, or by co-option must immediately be ended. \u0026nbsp;\u003C/p\u003E\n\u003Cp\u003EFor ex officio Trustee roles, disqualification as a Trustee also disqualifies the volunteer from the primary role that includes, or could include, the Trustee responsibilities (POR 5b.3.3.7). For example, a Group Lead Volunteer must be eligible as a Trustee, whether or not they are actually a Trustee.\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.4.2 Self-declaration\u00A0\u003C/strong\u003E\u003Cbr\u003EEach individual is responsible for ensuring they are not disqualified from serving as a Trustee before accepting an appointment as a Trustee. This responsibility is fulfilled by completing the necessary Declarations (including Trustee declarations) when taking on a Trustee role (POR Chapter 16). \u00A0\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.4.3 Disqualification criteria\u00A0\u003C/strong\u003E\u003Cbr\u003EThe regulatory requirements for disqualification vary by nation, but Scouts apply one set of criteria for disqualification from any role with Trustee responsibilities across all nations. \u00A0\u003C/p\u003E\n\u003Cp\u003EAny adult who meets of the following conditions in any geographic or regulatory location must not accept a role that includes, or could include, Trustee responsibilities if one or more of the following conditions are true:\u202F\u00A0\u003C/p\u003E\n\u003Col style=\u0022list-style-type: lower-alpha;\u0022\u003E\n\u003Cli\u003Ehas an unspent conviction for an offence involving dishonesty or deception\u00A0\u003C/li\u003E\n\u003Cli\u003Ehas unspent convictions for misconduct in public office\u00A0\u003C/li\u003E\n\u003Cli\u003Ehas unspent convictions for bribery, money laundering, perjury, perverting the course of justice, or terrorism\u00A0\u003C/li\u003E\n\u003Cli\u003Ehas been found guilty of attempting, aiding or abetting the above offences\u00A0\u003C/li\u003E\n\u003Cli\u003Ehas been found to be in contempt of court\u00A0\u003C/li\u003E\n\u003Cli\u003Eis designated under terrorist asset-freezing legislation\u00A0\u003C/li\u003E\n\u003Cli\u003Eis on the sex offenders\u2019 register\u00A0\u003C/li\u003E\n\u003Cli\u003Eis currently declared bankrupt, subject to bankruptcy restrictions, interim order or sequestration in Scotland or has an individual voluntary arrangement (IVA) with creditors\u00A0\u003C/li\u003E\n\u003Cli\u003Eis disqualified from being a company director\u00A0\u003C/li\u003E\n\u003Cli\u003Eis disqualified by any charity regulator (or a court) from being a trustee of any charity due to misconduct or mismanagement.\u003C/li\u003E\n\u003C/ol\u003E","gtmId":"","gtmClass":""},{"gridType":"RichTextBlock","content":"\u003Ch4\u003E5a.1.5 Safe Custody of Documents\u003C/h4\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.5.1 Trustee Board responsibility\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003EThe Group, District or County Trustee Board administration must ensure that documents relating to the ownership of property and equipment and all other legal and official documents, together with any documents of historical importance or interest are kept in a safe place.\u003C/p\u003E\n\u003Cp\u003ESpecific documents that must be safeguarded are: \u0026nbsp;\u003C/p\u003E\n\u003Col style=\u0022list-style-type: lower-alpha;\u0022\u003E\n\u003Cli\u003Edeclarations of trust\u0026nbsp;\u003C/li\u003E\n\u003Cli\u003Etitle deeds to land or buildings\u0026nbsp;\u003C/li\u003E\n\u003Cli\u003Estock and share certificates\u0026nbsp;\u003C/li\u003E\n\u003Cli\u003Eregistration documents issued by The Scout Association\u0026nbsp;\u003C/li\u003E\n\u003Cli\u003Edocuments relating to motor vehicles, vessels and aircraft\u0026nbsp;\u003C/li\u003E\n\u003Cli\u003Einsurance policies.\u0026nbsp;\u003C/li\u003E\n\u003C/ol\u003E\n\u003Cp\u003EThe Group , District or County Trustee Board administration must keep a register of such documents with details of their location.\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.1.5.2 Safe custody of documents\u003C/strong\u003E\u003C/p\u003E\n\u003Col style=\u0022list-style-type: lower-alpha;\u0022\u003E\n\u003Cli\u003EThose charities who have appointed the\u0026nbsp;\u003Ca href=\u0022/volunteers/running-things-locally/legal-services/scout-association-trust-corporation/\u0022 title=\u0022Scout Association Trust Corporation\u0022\u003EScout Association Trust Corporation (SATC)\u003C/a\u003E to hold title to land may use this service to safeguard the document types (a), (b), (c) from POR 5a.1.5.1. By law, these must be hard copy original documents.\u003C/li\u003E\n\u003Cli\u003EThe SATC does not apply to Scotland. In Scotland, Scouts Scotland can arrange for the safe custody of Title Deeds, Leases, Deeds of Trust, Minutes of Agreement, Insurance Policies and other important documents.\u003C/li\u003E\n\u003C/ol\u003E","gtmId":"","gtmClass":""}]}],"config":null}]},"deprecated":false,"url":"/por/5a-charity-obligations-for-groups-districts-counties/5a1-charity-requirements/","id":85566,"nodeName":"5a.1 Charity requirements","title":"Charity requirements","type":"pORRule","image":null,"assets":null,"headerOptions":{"headerTitle":"Charity requirements","headerSubTitle":null,"headerCta":null,"headerCtaText":null,"headerCtaLink":null,"headerBackgroundColour":null,"showSEOImage":false,"headerBackgroundImage":null,"quickLinks":null},"searchDescription":"","subHeader":"","browserTitle":null,"silktide":"eyJjbXMiOiJVbWJyYWNvIiwiZWRpdG9yVXJsIjoiaHR0cHM6Ly9wcm9kLWNtcy5zY291dHMub3JnLnVrLy91bWJyYWNvIy9jb250ZW50L2NvbnRlbnQvZWRpdC84NTU2NiJ9","canonicalUrl":"https://www.scouts.org.uk/por/5a-charity-obligations-for-groups-districts-counties/5a1-charity-requirements/"},{"number":"5a.2","body":"","content":{"layouts":[{"type":"singleColumn","areas":[{"items":[{"gridType":"RichTextBlock","content":"\u003Ch4\u003E5a.2.1 Motor Vehicles, Vessels and Aircraft\u0026nbsp;\u003C/h4\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.2.1.1 Trustee Board role\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003EThe Group, District or County Trustee Board must be confident that motor vehicles, vessels and aircraft owned by the Group, District or County:\u0026nbsp;\u003C/p\u003E\n\u003Col style=\u0022list-style-type: lower-alpha;\u0022\u003E\n\u003Cli\u003Eare properly registered, licensed and insured\u0026nbsp;\u003C/li\u003E\n\u003Cli\u003Emeet all requirements as to their condition, testing or any other matters required in law or by a relevant governing body.\u003C/li\u003E\n\u003C/ol\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.2.1.2 Registration\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003EMotor vehicles must be registered in the name of one of:\u003C/p\u003E\n\u003Col style=\u0022list-style-type: lower-alpha;\u0022\u003E\n\u003Cli\u003Ethe Group, District or County \u0026nbsp;\u003C/li\u003E\n\u003Cli\u003Ea nominee, in which case the registration must show that the person is a nominee of the Group, District or County. \u0026nbsp;\u0026nbsp;\u003C/li\u003E\n\u003C/ol\u003E","gtmId":"","gtmClass":""},{"gridType":"RichTextBlock","content":"\u003Ch4\u003E5a.2.2 Equipment\u003C/h4\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.2.2.1 Inventories\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003EThe Group, District or County Trustee Board must be confident that proper inventories are maintained of all equipment owned, including:\u0026nbsp;\u003C/p\u003E\n\u003Col style=\u0022list-style-type: lower-alpha;\u0022\u003E\n\u003Cli\u003EFurniture\u0026nbsp;\u003C/li\u003E\n\u003Cli\u003Etraining equipment\u0026nbsp;\u003C/li\u003E\n\u003Cli\u003Emusical instruments\u0026nbsp;\u003C/li\u003E\n\u003Cli\u003Eany other material assets\u0026nbsp;\u003C/li\u003E\n\u003C/ol\u003E","gtmId":"","gtmClass":""}]}],"config":null}]},"deprecated":false,"url":"/por/5a-charity-obligations-for-groups-districts-counties/5a2-equipment/","id":85567,"nodeName":"5a.2 Equipment","title":"Equipment","type":"pORRule","image":null,"assets":null,"headerOptions":{"headerTitle":"Equipment","headerSubTitle":null,"headerCta":null,"headerCtaText":null,"headerCtaLink":null,"headerBackgroundColour":null,"showSEOImage":false,"headerBackgroundImage":null,"quickLinks":null},"searchDescription":"","subHeader":"","browserTitle":null,"silktide":"eyJjbXMiOiJVbWJyYWNvIiwiZWRpdG9yVXJsIjoiaHR0cHM6Ly9wcm9kLWNtcy5zY291dHMub3JnLnVrLy91bWJyYWNvIy9jb250ZW50L2NvbnRlbnQvZWRpdC84NTU2NyJ9","canonicalUrl":"https://www.scouts.org.uk/por/5a-charity-obligations-for-groups-districts-counties/5a2-equipment/"},{"number":"5a.3","body":"","content":{"layouts":[{"type":"singleColumn","areas":[{"items":[{"gridType":"RichTextBlock","content":"\u003Cp\u003E\u003Cstrong\u003E5a.3.1.1 Key requirement\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003EGroups and Explorer Units must be properly accommodated and equipped in order to carry out their training programmes.\u0026nbsp;\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.3.1.2 Trustee responsibilities\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003EGroup, District and County Trustees must ensure that all legal requirements in their jurisdiction (see POR 5a.1.1) relevant to the ownership of all property and equipment or to the leasing or hiring of premises are met.\u0026nbsp;\u003C/p\u003E","gtmId":"","gtmClass":""},{"gridType":"RichTextBlock","content":"\u003Ch4\u003E5a.3.2 Property and Equipment \u2013 all countries except Scotland\u003C/h4\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.3.2.1 Title\u003C/strong\u003E\u003C/p\u003E\n\u003Col style=\u0022list-style-type: lower-alpha;\u0022\u003E\n\u003Cli\u003EAll freehold, leasehold or licensed land, with or without buildings, must be held by at least two and no more than four Holding Trustees (POR 5a.3.2.2) appointed as specified\u003Cbr\u003E\u003Cbr\u003EUNLESS\u003C/li\u003E\n\u003Cli\u003ETitle to the said land is held by a Custodian Trustee on behalf of the Scout Unit, for example SATC or the Official Custodian for Charities.\u0026nbsp;\u003C/li\u003E\n\u003C/ol\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.3.2.2 Holding Trustees \u003Cbr\u003E\u003C/strong\u003EHolding Trustees of land must be appointed under either a Declaration of Trust or named as the Trustees in the relevant Conveyance, Lease, Licence or such other Deed, Transfer or other formal agreement as may be necessary in the circumstances. \u0026nbsp;\u0026nbsp;\u003C/p\u003E\n\u003Cp\u003EThese trust deeds or agreements must make sure the Scout Unit can comply with The Scout Association\u2019s Royal Charter, Bye laws and with POR, as well as any jurisdictional requirements that apply to where the Scout Unit is based.\u0026nbsp;\u003C/p\u003E\n\u003Cp\u003EThe SATC will hold land upon standard trusts which have been approved by the SATC\u2019s legal advisers.\u0026nbsp;\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.3.2.3 SATC as Custodian Trustee \u003Cbr\u003E\u003C/strong\u003EThe SATC can be appointed by Scout bodies in England and Wales to hold title to land as Custodian Trustee only and, as such, the SATC cannot have any responsibility for the decision-making or day-to-day management of the Scout unit or its land. \u0026nbsp;\u0026nbsp;\u003C/p\u003E\n\u003Cp\u003EThe SATC is also unable to negotiate land or property matters on behalf of Scout bodies. \u0026nbsp;\u003C/p\u003E\n\u003Cp\u003EThe SATC must be appointed through its proper procedure for which a standard fee is chargeable. Contact the SATC in writing at Gilwell Park, Chingford, London E4 7QW or at\u0026nbsp;\u003Ca href=\u0022mailto:trust.corporation@scout.org.uk\u0022\u003Etrust.corporation@scout.org.uk\u003C/a\u003E\u003C/p\u003E\n\u003Cp\u003EAs Custodian Trustee, the SATC must obtain instructions regarding the land or property from a member of the relevant Scout body\u2019s Trustee Board or a person or persons properly authorised by that Trustee Board to instruct the SATC. \u0026nbsp;\u0026nbsp;\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.3.2.4 Declaration of Trust\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003EA suggested template for a Declaration of Trust suitable for local Trustees to declare Trust when intending to hold title to land, is available from The Scout Association\u2019s Legal Services Department which should then be amended and checked by a local solicitor acting for the Group, District or County to reflect the particular local circumstances.\u0026nbsp;\u003C/p\u003E","gtmId":"","gtmClass":""},{"gridType":"RichTextBlock","content":"\u003Ch4\u003E5a.3.3 Property and Equipment \u2013 Scotland\u0026nbsp;\u003C/h4\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.3.3.1 Custodian arrangements\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003EThe Scout Association Trust Corporation (SATC) does not operate in Scotland. In Scotland, the rules in POR 5a.3.3 apply in regard to the ownership of property and equipment.\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.3.3.2 Title and Deed of Trust\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003EAny heritable property which the Scottish Council, any Regional Scout Council, any District Scout Council or any Group may acquire by purchase, lease, gift or otherwise shall be vested in and the Title thereto shall be taken in the names of:\u0026nbsp;\u003C/p\u003E\n\u003Cp style=\u0022padding-left: 40px;\u0022\u003Ea. In the case of the Scottish Council:\u003C/p\u003E\n\u003Cul\u003E\n\u003Cli style=\u0022list-style-type: none;\u0022\u003E\n\u003Cul\u003E\n\u003Cli style=\u0022list-style-type: none;\u0022\u003E\n\u003Cul style=\u0022list-style-type: circle;\u0022\u003E\n\u003Cli\u003Ethe Chief Volunteer of Scotland\u003C/li\u003E\n\u003Cli\u003Ethe Chair\u003C/li\u003E\n\u003Cli\u003Ethe Treasurer of the Board of Trustees of Scouts Scotland\u003C/li\u003E\n\u003Cli\u003Ethe Chief Executive Officer\u003C/li\u003E\n\u003C/ul\u003E\n\u003C/li\u003E\n\u003C/ul\u003E\n\u003C/li\u003E\n\u003C/ul\u003E\n\u003Cp style=\u0022padding-left: 40px;\u0022\u003Eor any three of them for the time and their successors in office as Trustees for the Scottish Council.\u003C/p\u003E\n\u003Cp style=\u0022padding-left: 40px;\u0022\u003Eb. In the case of a Regional Scout Council, District Scout Council or Group Scout Council:\u003C/p\u003E\n\u003Cul\u003E\n\u003Cli style=\u0022list-style-type: none;\u0022\u003E\n\u003Cul\u003E\n\u003Cli style=\u0022list-style-type: none;\u0022\u003E\n\u003Cul style=\u0022list-style-type: circle;\u0022\u003E\n\u003Cli\u003Ethe Regional Lead Volunteer\u003C/li\u003E\n\u003Cli\u003Ethe Regional Chair\u003C/li\u003E\n\u003Cli\u003Ethe Regional Treasurer of the Region Trustee Board\u003C/li\u003E\n\u003C/ul\u003E\n\u003C/li\u003E\n\u003C/ul\u003E\n\u003C/li\u003E\n\u003C/ul\u003E\n\u003Cp style=\u0022padding-left: 40px;\u0022\u003Eor any two of them for the time and their successors in office as Trustees for the benefit of the Regional Scout Council, District Scout Council or Group as the case may be.\u003C/p\u003E\n\u003Cp\u003EA Deed of Trust should exist for all heritable property setting out the rights and responsibilities of Regions, Districts and Groups. A template is available from Scottish Headquarters. \u0026nbsp;\u003C/p\u003E\n\u003Cp\u003EWhere historic Title Deeds are still vested in the Trustee Office Bearers of former Counties, Shires or Areas, these are still legally acceptable through a Deduction of Title lodged with, and accepted by \u003Ca rel=\u0022noopener\u0022 href=\u0022https://www.eservices.ros.gov.uk/auth/login\u0022 target=\u0022_blank\u0022 title=\u0022Registers of Scotland\u0022\u003ERegisters of Scotland\u003C/a\u003E.\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.3.3.3 Trustee powers\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003ESuch Trustees from POR 5a.3.3.2, or a majority of them, have power to sell in respect of the heritable property or any part thereof vested in them as aforesaid, and they have the power to borrow on the security thereof for the benefit of Scouts Scotland, the Regional Scout Council, District Scout Council or Group as the case may be.\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.3.3.4 Moveable property\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003EAll moveable property including cash and debts due to the Scottish Council, any Regional Scout Council, any District Scout Council or any Group, and claims of every description competent to them shall be held to be vested in the Scottish Council, the Regional Scout Council, the District Scout Council or the Group.\u003C/p\u003E\n\u003Cp\u003EPower to take any proceedings necessary to safeguard, recover, vindicate or pursue the same shall be vested in respectively:\u003C/p\u003E\n\u003Col style=\u0022list-style-type: lower-alpha;\u0022\u003E\n\u003Cli\u003Ethe Chief Volunteer of Scotland, the Chair, the Treasurer of the Board of Trustees and the Chief Executive Officer for the time or any two of them.\u0026nbsp;\u003C/li\u003E\n\u003Cli\u003Ethe Regional Lead Volunteer, the Regional Chair, and the Regional Treasurer for the time or any two of them.\u0026nbsp;\u003C/li\u003E\n\u003Cli\u003Ethe District Lead Volunteer, the District Chair, and the District Treasurer for the time or any two of them.\u0026nbsp;\u003C/li\u003E\n\u003Cli\u003Ethe Group Lead Volunteer, the Group Chair, and the Group Treasurer for the time or any two of them.\u0026nbsp;\u003C/li\u003E\n\u003C/ol\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.3.3.5 Leases\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003EAny leases, except heritable leases as aforementioned, and other probative writings entered into by the Scottish Council (or the Board of Trustees of Scouts Scotland on its behalf), any Regional Scout Council, any District Scout Council or any Group shall be executed for and on their behalf by those listed in (a), (b), (c) and (d) above respectively.\u003C/p\u003E","gtmId":"","gtmClass":""},{"gridType":"RichTextBlock","content":"\u003Ch4\u003E5a.3.4 Land occupied but not owned by Groups, Districts and Counties\u0026nbsp;\u003C/h4\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.3.4.1 Rental properties\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003EThe Group, District or County Trustee Board should obtain a formal written agreement regarding land or premises that they are renting. \u0026nbsp;\u003C/p\u003E\n\u003Cp\u003EIn any event, no large amount of capital should be expended on buildings or other improvements unless the Group, District or County has at least seven years uninterruptible interest remaining in the said land.\u0026nbsp;\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.3.4.2 Rates relief\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003EThe Group, District or County Treasurer should ensure that all possible relief from rates is obtained for all property that they are liable to pay rates on.\u003C/p\u003E","gtmId":"","gtmClass":""},{"gridType":"RichTextBlock","content":"\u003Ch4\u003E5a.3.5 Property - Sponsored Groups \u0026nbsp;\u003C/h4\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.3.5.1 Sponsoring authorities\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003EAgreements with Sponsoring Authorities must identify property belonging to the Sponsoring Organisation and that belonging to the Group.\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.3.5.2 Property owned by Sponsored Groups\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003EProperty owned by the Sponsored Group as recorded in such agreements must be administered as required by these rules.\u003C/p\u003E","gtmId":"","gtmClass":""},{"gridType":"RichTextBlock","content":"\u003Ch4\u003E5a.3.6 Disposal of Property at Amalgamation\u0026nbsp;\u003C/h4\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.3.6.1 Declarations of Trust\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003EThe Model \u2018Declarations of Trust\u2019 referred to contain certain provisions for the amalgamation of Groups, Districts and Counties.\u0026nbsp;\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.3.6.2 Change of Trustees at amalgamation\u0026nbsp;\u003C/strong\u003E\u003Cbr\u003EThe retiring Trustees of the Group, District or County which are amalgamating must hand to the Trustees of the new Group, District or County all documents of title and the keys to any buildings which the former had. \u0026nbsp;\u003C/p\u003E","gtmId":"","gtmClass":""},{"gridType":"RichTextBlock","content":"\u003Ch4\u003E5a.3.7 Disposal of Property at Closure \u0026nbsp;\u003C/h4\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.3.7.1 Transfer at closure \u003Cbr\u003E\u003C/strong\u003EThe property of a Group, District or County which ceases to exist will automatically pass to the District Scout Council, County Scout Council or UK Headquarters as appropriate unless there is some pre-existing arrangement by which the property passes to another beneficiary. \u00A0\u003C/p\u003E\n\u003Cp\u003ESuch property must be treated in the same way as other assets.\u00A0\u003C/p\u003E","gtmId":"","gtmClass":""},{"gridType":"RichTextBlock","content":"\u003Ch4\u003E5a.3.8 Joint Occupation of Premises by Joint Scout and Guide Units\u0026nbsp;\u003C/h4\u003E\n\u003Cp\u003E\u003Cstrong\u003E5a.3.8.1 Declaration of Trust\u00A0\u003C/strong\u003E\u003C/p\u003E\n\u003Col style=\u0022list-style-type: lower-alpha;\u0022\u003E\n\u003Cli\u003EA special Declaration of Trust, which must provide for the formation of a joint management committee, must be drawn up if the premises are to be owned and occupied jointly by Scout and Guide units. \u00A0\u003Cbr\u003EThis does not apply if the premises are used jointly under licence or if the premises are occupied by other similar arrangements. \u00A0\u003C/li\u003E\n\u003Cli\u003EA model Declaration of Trust is available from The Scout Association\u2019s Legal Services department. 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