APPENDIX 1
OSC r
Period start date Period end date Day Month Year Day Month Year From 01 10 2024 To 30 09 2025
Office of the Scottish Charity Regulator
Reference and administration details
Charity name Other names charity is known by Registered charity number
SC006870 The Lodge Pitfour Mintlaw Peterhead Postcode AB42 4JQ
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Name of person
Dates acted if
Trustee name Office (if any) (or body) entitled to
not for whole year
appoint trustee (if any)
1 Wilma Forsyth Treasurer
2 Margaret Calder To 01/05/2025
3 Jane Gunn
4 Ann Fraser
5 Andrew Whyte
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8
9
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13
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20
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APPENDIX 1
Reference and administration details
Names of all other charity trustees during the period, if any, (for example, those who resigned part way through the financial period)
| Name | Dates acted if not for whole year |
|---|---|
| Margaret Calder | October 2024 to 1stMay 2025 |
Structure, governance and management
Type of governing document The church uses the legal form or structure incorporated into our Constitution which defines us a religious charity.
Trustee recruitment and appointment Trustees are appointed under the Charities and Trustee Investment (Scotland) Act 2005 and are responsible for the overall management of the charity which is the Diocese.
Objectives and activities
| Objectives and activities | |
|---|---|
| Charitable purposes Summary of the main activities in relation to these objects |
The Charge is established for exclusively charitable purposes, primarily for the advancement of religion and to provide public benefit. The advancement of religion. |
| To offer a regular church service and place of worship to all members, residents of the surrounding area and any visitors. |
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APPENDIX 1
Achievements and performance
Summary of the main achievements is in New Pitsligo, a small village in the of the charity during the financial Buchan area of Aberdeenshire. The Church is a listed granite period building situated on the High Street in the centre of the village. Although small in number, we still have weekly services but now Rev M Blake comes on the 1[st] Sunday of the month to take a service at 6pm. We also host events like the Visual Arts, coffee mornings and Adventchur In December we have a carol service with the school choir taking part and the first Friday in March we always host The World Day of Prayer.
Financial review
| on reserves Details of any deficit Donated facilities and services (if any) |
The current committee members have examined the requirements for reserves and consider that we do have adequate resources in place to allow for the charity to maintain its current activities and continue to offer services for the foreseeable future. |
|---|---|
| n/a | |
| n/a |
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APPENDIX 1
Other optional information
Declaration
Signature(s) Wilma Forsyth Full name(s) Wilma Forsyth Position (e.g. Chair) Treasurer Date 30/06/26
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Page 5
SC006870
ST JOHN'S EPISCOPAL CHURCH STATEMENT OF FINANCIAL ACTIVITIES (INCLUDING RECEIPTS AND PAYMENTS ACCOUNT) FOR YEAR ENDED 30 SEPTEMBER 2025
| RECEIPTS Notes Grants Donations Receipts from Fundraising Activities Receipts from Charitable Activities Investment Income Total Incoming Resources PAYMENTS Donations Payments relating directly to Fundraising Activities Payments relating directly to Charitable Activities Governance Costs - Independent Examination Total Resources Expended Net Incoming / (Outgoing) resources for Year Total Funds at 1 October 2024 Total Funds at 30 September 2025 |
Restricted Unrestricted Funds Funds £ £ 1,968 - - 3,360 - 869 - - - 6,040 1,968 10,269 - - - - - 9,893 - - - 9,893 1,968 376 1,061 21,877 3,029 22,253 |
Total Funds 2025 £ 1,968 3,360 869 - 6,040 12,237 - - 9,893 - 9,893 2,344 22,938 25,281 |
Total Funds 2024 £ - 639 1,429 7,808 - 9,876 - - 26,999 - 26,999 (17,123) 40,061 22,938 |
|---|---|---|---|
The statement of financial activities includes all gains and losses in the year. The above receipts and payments are all unrestricted funds.
Page 6
SC006870
ST JOHN'S EPISCOPAL CHURCH STATEMENT OF BALANCES AS AT 30 SEPTEMBER 2025
| Balance at Bank at 1 October 2024 Surplus/(deficit) for the year Balance at Bank at 30 September 2025 |
Total Total Restricted Unrestricted Funds Funds Funds Funds 2025 2024 £ £ £ £ 1,061 21,877 22,938 40,061 1,968 376 2,344 (17,123) 3,029 22,253 25,281 22,938 |
|---|---|
| Bank Balances as at 30 September 2025: Account *920_ _Account 269_ _Account **661 |
16,777.79 (unrestricted) 6,333.82 (restricted) 2,169.83 (unrestricted) 25,281.44 |
|---|---|
| Investments Scottish Episcopal Church Units Restricted 49N001 Building 1,019 49N002 Scott Legacy 1,929 49N003 Fabric 276 49N004 A Shand Trust/Interior Fabric 276 Unrestricted 48N003 2,389 Total Unit Trusts Value Shareholdings Lloyds Banking Group 6,293 Total Share Value Total Asset Value Scottish Episcopal Church investments Unrealised Gain in Year Lloyds Banking Group Unrealised loss/gain in the Year |
2025 Market Value Book Value Units 33,947 11,898 1,019 64,263 23,247 1,929 9,195 3,574 276 9,195 3,722 276 79,587 24,931 2,389 196,186 67,373 3,639 - 6,140 unable to verify at time of examination 199,825 225,106 26,174 unable to verify at time of examination |
2024 Market Value 31,085 58,846 8,420 8,420 63,242 170,012 3,639 159,534 199,594 23,753 |
|---|---|---|
The financial statements were approved by the Board of Trustees on.. 30th June 2026 and were signed on its behalf by:
Wilma Forsyth
Trustee
Page 7
SC006870
ST JOHN'S EPISCOPAL CHURCH NOTES TO THE ACCOUNTS FOR YEAR TO 30 SEPTEMBER 2025
Nature & Purpose of Funds
Unrestricted funds are those that may be used at the discretion of the trustees in furtherance of the objects of the charity. Restricted funds received through grant funding are used in accordance with the terms and conditions set by the funder.
Trustee Remuneration & Expenses
No remuneration or expenses were paid to any charity trustee or person connected to a trustee in this period.
Notes
| Notes | ||
|---|---|---|
| 2025 | 2024 | |
| Receipts | £ | £ |
| Donations | 1,845 | 639 |
| Donations/Collections | 1,515 | 1,702 |
| Laurie Fund | 1,968 | - |
| Fundraising | 869 | 1,429 |
| Miscellaneous | - | 800 |
| Investment Income | 6,040 | 5,306 |
| 12,237 | 9,876 | |
| Payments | ||
| Heat & Light | 3,315 | 5,146 |
| Insurance | 3,967 | 5,482 |
| Diocese | 2,326 | 2,407 |
| Repairs & Maintenance | 167 | 688 |
| Architect | 30 | 720 |
| Tree Cutting | - | 12,516 |
| Church Expenses | 50 | 40 |
| Bank Charges | 38 | - |
| 9,893 | 26,999 |
Report to the Trustees of Registered charity number SC006870 on the accounts of the charity for the period 1 October 2024 to 30 September 2025 set out on pages 5-7.
Respective responsibilities of trustees and examiner
The charity's trustees are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) 2005 Act 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 accounting 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 accounts.
Independent examiner's statement
In the course of my examination, no matter has come to my attention other than that disclosed below
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which gives me reasonable cause to believe that in any material respect the requirements:
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to keep accounting records in accordance with section 44(1) (a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations, and
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to prepare accounts which accord with the accounting records and comply with Regulation 8 of the 2006 Accounts Regulations
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have not been met, or
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to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
The matter that has come to my attention is that, in the course of my examination of the accounting records of the charity, it was noted that full records relating to the Lloyds Banking Group shareholdings were not available. This has led to the accounts not being updated with the current share value for the period. The Trustees continue to seek clarification on this matter and have provided evidence that the shares are still held as they are in receipt of related investment income for the period.
Signed: Jacquie Milne Date: 30 June 2026 Designation: AVA Finance & Administration Manager Address: Aberdeenshire Voluntary Action PO Box 18706, Peterhead AB42 9BA