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2025-10-31-accounts

HOLM COMMUNITY ASSOCIATION SCIO

ACCOUNTS FOR THE YEAR ENDED 31 OCTOBER 2025

HOLM COMMUNITY ASSOCIATION SCIO

TRUSTEES' REPORT FOR THE YEAR ENDED 31 OCTOBER 2025

The Charity Trustees present their report and accounts for the year ended 31 October 2025.

The accounts have been prepared in accordance with the accounting policies set out in note 1 to the accounts and comply with the charity's constitution, applicable law and the Statement of Recommended Practice, "Accounting and Reporting by Charities”, issued in March 2005.

Objects of the Charity

The charity was established be a deed of trust on 7 May 1969. The Association received approval to change its legal form and becomea Scottish Charitable Incorporation Organisation (SCIO) on 27 September 2012 and officially transferred its assets to become Holm Community Association SCIO with effect from 31 October 2012.

The Organisations purposes are:

The Association is governed by a board of Charity Trustees and Members, which meet on a regular basis throughout the period.

Charity Trustees' responsibilities

Law applicable to charities in Scotland requires the trustees to prepare accounts for each financial year which give a true and fair view of the charity's activities during the period and of its financial position at the end of the period (unless the charity is entitled to prepare accounts on the alternative receipts and payments basis).

In preparing accounts giving a true and fair view, the trustees should follow best practice and:

The trustees are responsible for keeping accounting records which disclose with reasonable accuracy the financial position of the charity and which enable them to ensure that the accounts comply with the applicable law. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Review of activities

The Association has continued to organise the normal fundraising events in the period.

HOLM COMMUNITY ASSOCIATION SCIO

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2025

Charity Trustees and Members

The Charity Trustees and Members during the period were:

Pamela Halliday

Anita Jones

Alison Mainland

Alma Miller Calum Miller

Christopher Moar

Linda Sinclair

Brian Thomson

At each Annual General Meeting (AGM), all of the charity trustees must retire from office - but may be

re-elected under clause 57 of the constitution.

All new members receive a formal induction, including being provided with relevant documents such as the association's constitution and the most recent financial statements. An explanation is also provided of the obligations of charity trustees and the association's future plans and objectives.

Review of financial position

The principal sources of funding for general expenses are fundraising events and hire of the hall. Additional grant funding is sourced for any major items of expenditure. Total incoming resources in the period amounted to £20,913. Total resources expended in the period amounted to £48,074, leaving accumulated unrestricted funds of £31,108 and restricted funds of £345,333 at the balance sheet date.

Reserves policy

It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six month's expenditure. The charity trustees and members consider that reserves at this level will ensure that, in the event of a significant drop in funding, they will be able to continue the charity's current activities while consideration is given to ways in which additional funds may be raised. This level of reserves has been maintained throughout the period.

HOLM COMMUNITY ASSOCIATION SCIO

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2025

Risk factors

The charity trustees and members have assessed the major risks to which the charity is exposed, and are satisfied that systems are in place to mitigate exposure to the major risks.

Asset cover for funds

Notes 12 and 13 set out an analysis of the assets attributable to the various funds and a description of the trusts. These assets are sufficient to meet the charity's obligations on a fund by fund basis.

On behalf of the charity trustees on 12 March 2026.

Alison Mainland

Treasurer

HOLM COMMUNITY ASSOCIATION SCIO

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF HOLM COMMUNITY ASSOCIATION SCIO

I report on the accounts of the charity for the period ended 31 October 2025.

Respective responsibilities of trustees and examiner

The charity's trustees are responsible for the preparation of the accounts in accordance with the terms ofthe Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006. The charity trustees consider that the audit requirement of Regulation 10(1)(d) of the Accounts Regulations does not apply. It is my responsibility to examine the accounts as required under section 44(1)(c) of the Act and to state whether particular matters have come to my attention.

Basis of independent examiner's statement

My examination is carried out in accordance with Regulation 11 of the Charities Accounts (Scotland) Regulations 2006. An examination includes a review of the accounts records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeks explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the view given by the accounts.

Independent examiner's statement

In the course ofmy examination, no matter has come to my attention. 1, Which gives me reasonable cause to believe that in any material respect the requirements:

have not been met, or

  1. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

4 Broad Street, Kirkwall, Orkney

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oa
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Charles W Flett CA 12 March 2026

HOLM COMMUNITY ASSOCIATION SCIO

STATEMENT OF FINANCIAL ACTIVITIES FOR YEAR ENDED 31 OCTOBER 2025

Unrestricted Restricted Total
31.10.24 funds funds 31.10.25
£ Notes £ £ £
Incoming resources from generated funds
3,665 Donations and legacies 2 4,379 - 4,379
16,196 Activities for generating funds 3 16,534 - 16,534
19,861 Total incoming resources 20,913 - 20,913
Resources expended
Costs generating funds
2,878 Trading Costs 4 3,631 - 3,631
16,983 Netincoming resources available 17,282 - 17,282
Charitable activities
20,708 Other costsofcharitable activities 4 32,980 11,097 44,077
20,708 Total charitable expenditure 32,980 11,097 44,077
336 Governance costs 4 366 - 366
23,922 Total resources expended 36,977 11,097 48,074
Net (expenditure)/income for the year/
(4,061) Netmovement in funds (16,064) (11,097) (27,161)
407,663 Fund balances at 1 November 2024 47,172 356,430 403,602
403,602 Fundbalancesat31October2025 31,108 345,333 376,441

HOLM COMMUNITY ASSOCIATION SCIO

BALANCE SHEET AS AT 31 OCTOBER 2025

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2024 2025
£ Notes £ £
Fixed Assets
363,378 Tangible assets 9 351,107
Current Assets
2,749 Debtors 10 5,669
38,112 Cash at bank and in hand 20,817
40,861 26,486
(637) Creditors 11 (1152)
40,224 25,334
403,602 Total Assets and Liabilities 376,441
Income Funds
367,531 Restricted Funds - b/fwd 12 356,430
(11,101) Reduction in year (11,097)
356,430 345,333
40,132 Unrestricted Funds - b/fwd 47,172
7,040 Surplus/(Deficit) (16,064)
47,172 31,108
403,602 376,441
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The accounts were approved by the charity trustees on 12 March 2026.

Alison Mainland Treasurer

HOLM COMMUNITY ASSOCIATION SCIO

NOTES TO THE ACCOUNTS FOR YEAR ENDED 31 OCTOBER 2025

The accounts are prepared under the historical cost convention.

The accounts have been prepared in accordance with the Statement of Recommended Practice, "Accounting and Reporting by Charities" issued in March 2005.

Income from fundraising events, hire of the hall, donations and grants are recognised as incoming resources when receivable. If donors specify that donations and grants given to the charity must be used in future accounting periods, the income is deferred until those periods.

Interest is included when received by the charity.

The value of services provided by volunteers has not been included.

Costs of generating funds comprise the cost associated with attracting voluntary income and the costs of fundraising events.

Charitable expenditure comprises those costs incurred in the delivery of the charity's activities and services for its beneficiaries. It included both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Governance Costs include those costs associated with meeting the constitutional and statutory requirements of the charity.

All costs are allocated between the expenditure categories of the SOFA on a basis designed to reflect the use of the resource.

1.4 Tangible fixed assets and depreciation

Expenditure on assets held for ongoing use by the charity are capitalised. Tangible fixed assets other then freehold land are stated at cost less depreciation. The Holm Hall and Land were gifted to the Association in 1931. The original value of this gift and any improvements up to 2001 are not recorded in the balance sheet. The costs of the hall refurbishment completed in 2002 are capitalised.

Depreciation is provided at rates calculated to write off the cost less estimated residual value of each asset over its expected useful life, as follows:

Freehold land is not depreciated

Freehold buildings 2% straight line Other plant & machinery 20% reducing balance Other assets 5% straight line

HOLM COMMUNITY ASSOCIATION SCIO

NOTES TO THE ACCOUNTS (CONTINUED) FOR YEAR ENDED 31 OCTOBER 2025

1 Accounting Policies

(Continued)

1.5 Accumulated funds

2 Donations and legacies

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|||||||||| |---|---|---|---|---|---|---|---|---| |Unrestricted|Restricted|Total|Total| |funds|funds|31.10.25|31.10.24| |£|£|£|£| |Donations|and|gifts|378|-|378|390.00| |Grants|receivable|for|core|activities|4,101|-|4,101|3,275| |4,479|-|4,479|3,665|

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3 Activities for generating funds

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||||| |---|---|---|---| |31.10.25|31.10.24| |£|£| |Activities|for generating funds|28,006|4,929| |Trading|costs|3,631|2,878| |Net Activities for generating funds|31,637|7,807|

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HOLM COMMUNITY ASSOCIATION SCIO

NOTES TO THE ACCOUNTS (CONTINUED) FOR YEAR ENDED 31 OCTOBER 2025

4 Total resources expended

Total resources expended
Staff Depreciation Other Total Total
Costs Costs 31.10.25 31.10.24
£ £ £ £ £
Costs of generating funds
Trading costs - - 3,631 3,631 2,878
Charitable activities
Activities undertaken directly - 12,271 28,006 40,277 17,498
Support costs - - 3,800 3,800 3,210
Total - 12,271 31,806 44,077 20,708
Governance costs - - 366 366 336
- 12,271 35,803 48,074 23,922

Governance costs include payments to the independent examiner of £366 (2024: £336) for services provided.

5 Support costs

Support costs
31.10.25 31.10.24
£ £
Overheads 3,800 3,210
3,800 3,210

6 Charity Trustees

None of the charity trustees (or any persons connected with them) received any remuneration during the year. None of the charity trustees or members received an honorarium (2024: Nil) and none were reimbursed (2024: Nil) for expenses incurred.

7 Employees

Number of Employees

The average number of employees during the year was:

31.10.25 31.10.24
Number Number
Caretaker - -

There were no employees whose annual emoluments were £60,000 or more.

HOLM COMMUNITY ASSOCIATION SCIO

NOTES TO THE ACCOUNTS (CONTINUED) FOR YEAR ENDED 31 OCTOBER 2025

8 Taxation

The charity is exempt from tax as all its income is charitable and applied for charitable purposes.

9 Tangible fixed assets

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||||||| |---|---|---|---|---|---| |Land|&|Other|Plant &|Total| |Buildings|Assets|Machinery| |£|£|£|£| |Cost| |At|1 November 2024|534,339|14,107|21,885|570,331| |Additions| |At 31|October 2025|534,339|14,107|21,885|570,331| |Depreciation| |At|| November 2024|178,670|12,348|15,935|206,953| |Charge for year|10,376|705|1,190|12,271| |At 31|October 2025|189,046|13,053|17,125|219,224| |Net|Book Value| |At 31|October 2025|345,293|1,054|4,760|351,107| |At 31|October 2024|355,669|1,759|5,950|363,378| |10|Debtors| |31.10.25|31.10.24| |£|£| |Trade Debtors|5,669|2,749| |5,669|2749|

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  1. Creditors: amounts falling due within one year

Accruals

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||| |---|---| |31.10.25|31.10.24| |£|£| |1152|637| |1152|637|

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HOLM COMMUNITY ASSOCIATION SCIO

NOTES TO THE ACCOUNTS (CONTINUED) FOR YEAR ENDED 31 OCTOBER 2025

12 ‘Restricted funds

The income funds of the charity include restricted funds comprising the following unexpended balances of donations and grants held on trust for specific purposes:

Movement in funds

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|||||||||| |---|---|---|---|---|---|---|---|---| |Balance|at|Incoming|Resources|_ Balance|at| |01.11.24|Resources|Expended|31.10.25| |£|£|£|£| |Hall|refurbishment 2002|242,960|-|(7,475)|235,485| |Playing|fields|110,836|-|(2,901)|107,935| |Totem pole|1,759|-|(705)|1,054| |Grass|cutting|equipment|80|-|(16)|64| |Other|small grants|795|-|-|795| |356,430|-|(11,097)|345,333| |Analysis|of net net|assets|between|funds| |Unrestricted|Restricted|Total| |Funds|Funds| |£|£|£| |Fund|balances|at|31|October|2025|are|represented|by:| |Tangible|Fixed|Assets|5,478|345,628|351,106| |Current Assets|26,782|(295)|26,487| |Creditors:|amounts|falling due|within one|year|(1,152)|-|(1,152)| |31,108|345,333|376,441|

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13.— Analysis of net net assets between funds

14 Contingent liabilities

The charity has granted to Orkney Islands Council (OIC) a standard security over land and buildings owned by the charity, in connection with grant funding provided by OIC.

HOLM COMMUNITY ASSOCIATION SCIO

Detailed Income and Expenditure Account

for year ended 31 October 2025

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|||||||| |---|---|---|---|---|---|---| |31.10.25|31.10.24| |£|£|£|£| |Ongoing|Ongoing| |Trading|Restricted|Trading|Restricted| |INCOME| |Hall Hire|10,009|-|8,914|-| |Fundraising| |Events|3,168|-|-|-| |Blue Door|1,868|-|-|:| |Tree|Lighting|63|-|159|-| |Gala|7|-|1,824|-| |Xmas|Fayre|1,426|-|-|-| |Craft Fayre|-|-|1,232|-| |Treasure|Hunt|-|-|120|-| |100yr Exhibition|-|-|1,070|-| |Insurance|Claim|-|-|2,877|-| |Donation|278|-|390|-| |Grants|4,101|-|3,275|-| |20,913|-|19,861|-| |EXPENSES| |Trading Expenses|3,631|-|2,878|-| |Premises|Costs|Insurance|2,733|-|2,687|-| |Heat & Light|5,354|-|2,183|-| |Water|-|-|-|-| |Repairs & Maintenance|21,305|-|1,892|-| |Stationery &|Postages|182|-|198|-| |Accounts|Fee|366|-|336|-| |Sundry Expenses|845|-|325|-| |Subscriptions|40|-|-|-| |Internet|435|-|495|-| |Hall|Expenses|912|-|359|-| |Wages/Caretaker|-|-|-|-| |Depreciation|-|Other Equipment|1,174|11,097|1,468|11,101| |36,977|11,097|12,821|11,101| |NET Income/(Expenditure)|for|the year|(16,064)|7,040| |Net Reduction in|Restricted Reserves|(11,097)|(11,101)|

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