n n n n c) n 4 ts) n 3 3 3 3 3 3 3 3 3 3 3 3 3 I I I I I I I I I
Reference and administration detaTIs N•m•• of all oth•r chartty trUStB durfng the perlod. If any. {for example. thow vtho roBlgned part way through th• fin•n¢io1 perlodl Structure, governance and management Typ• ofgovwnlng docUMt Constitution Royal Scottish Country Dan Society West Lothian is a Local Assocyation with the Royal Scottish Country Dance Society and is an autonomous body con¥isting of mernbers of th8 Royal Scottish Country Dance Soc*ty. Tru•t•• r•¢rnlkn•nt and •ppolnlm•nt:. All Trustees a appointed annually at the Annual Gereral Mts'ng Objectives and activities Charftabl• puw••• To provide Scottish Country Dancing in West Lothian and the neighb)uring area To promote the obj.ecis set out is the Consts'tution Summary of tho m•ln o¢tlvlll In r•ladon to th•9• obJ•cts Weekly instruction class Dinner Dance Weekly sumrner S(91 daneing and monthly during the wnter Workshops as requeste(l and when required Assist in promoting Scottish Country Dancing Interact with neighbounng Clubs and Local Associations APPENDIX 1 Page 2 of12
Achievements and performance Summary of thè maln achlevements of Social dancing was hekl on Thursdays throughout the Summer and once the charfty durfng the financlal perlod a month on a Saturday during thg winter. Numt)ers have improvEd this year. We returnèd to thè Park Htstd in Montrose at the end of October. Our annual dance was held on Saturday the 8th December. The weekly class in the *terncx)n has low numbers bLrt enioy8d by all and felt worthwhile having. Financial review Bri stat•m•nt ol th• eharlty's polley on reserves All events organised are costed and aim to be self-lunding as lar as possible Membership fees are set to cover adMinistratn costs. The balance is maintained to cover any small losses and urExW expenditure. Dgtsils of any deficit General Fund. Dèficit of £105 ftsr branch Class. This equates to £5.25 per class. It had been decided to keep the costs low for the ckiss to encourage more mernbers to attend Donat•d faeilitl•• and s•rvle88 Ilf any) Members are available and when wuested donate their time lo assist at eveTrls held by the branch and other outside agency. i.e Youth Groups They undertake MC dutses for other groups when Invited. APPENDIX 1 Page 3 of 12
Other optional information any members travel and dance with other groups to Fxomotè Scottish Country Dancing and spread their love of (Jan¢e and to enjoy fellowship with others. A wami welcome Is always èxtended to dancers frorn t with West Lothian to all our functions. We are celebrating our 90 anniversary this year with events over the year. This all helps wth kè8pin9 the mernbership fit and having Intéraction with others. Declaration The trustees declare that th•y havè approved the tIU8tee8' report al)ovè. Slgned on bèhall of thè eharity'¥ truste8s Signaturelsl Full nam•lsl Mr Graham DkSOn Position le.g. Chalrl Chairman Date 1(9/7/26 Page 4 of 12
oscr SC009088 Receipts and payments accounts Forthg porlod 2026 Section A Statement of receipts and payments Unr¢striclÈd lund• EippndaW endowmEnt lund Pormanènt ¢ndowmont lund• R•strictqd funds Totsl ¢rrnnt poriod Totslfun¢$ t Ponod AI RK•l GrossT[adi Fi5 Legary¢s Gwts •,232 13.478 leipl¥fr0mfvAdrai5lfft9 NrtI•s Into fvom Investmenisaherthan land and lIdIn Rwts from wnd & lIdIng GtDS3 rewptsfrtyfi tr¢ab QCbwrtiOS Al Svlj loil •J32 IJA76 19,2Jl Az R•c•lpts from & PrThdstram sBleof 8sset$ Prr¢4gdsfraffl sof iTrveslments A2 Sub total Tot•lrn¢elpts 4244 10231 PayM•nt ExpBDses tDrfvndf#i$ingthrt ¢¥osslrading payménts InVement MnlcaSt9 Iv1 Grants arwIthKtla 3.908 12.4 Audil I 1ndw0 gxBminaon Prepth(M)d onnuw ?t Legèl ¢¢Sts 120 Mgebngs A3 st knt•l 3? 4M20 628 12,848 9,825 A4 P•ympMs r•W4ng Inv06tMnt mov•monts Purcha6es 01d 12.648 828 AS Trth•f•r to l{Iromlfund• suty11(d•ffc) forymr Page 5 of 12
APPENDLK2 SC009088 Section C Notes to the Accounts 1 Nature and purpo80 01 fufids (may bg Staledo analysis offunds Sheets) Typ• of actlty Or prOj•ttSupptsrt4d IndTrIb1ll Jfflb•rot•Mnl CZ Grants Total C3a Trulteo romunèAtlon 11 rernuneralion was paid dwrs the period to any ehantyifttsiee or petson 1¢ ¥ Iwsl8e cross this box lothewse compkie section 3bl AuthDrity undBf which pald C3b Tru8to0 r•mun0rn0fft- detall Honon3 10 see Mrg Sandr Ch Honorgna 10 TrÈa$urEr Ms Runa MrLeod Httnorans lo ¢o-wdinalorlorWeekend MT5 sh S ri9ve remuneration lorso¢kil dan Sle en remuneration torsocial dan hts yVUn Mvnro remuneration forsocial dan hts 3ty C4a Trute* 0xponl If N expen5e5 Wre pak1 to any thantytru5tee dunng the period tyosg Ihi¥ box lothewse coThpWe secthin4bl Nurnb•ror 4b 0xpon- delails mr$ Ste hen Pmb And Ph0cO 52 nc¢ nt(El Naturo of relatlonshl Natuiè of trartsaction C5 Tr4n$acUon8 wrth tru8tO88 and ¢onn8¢tod p8rton8 S4aw oflrwlee CaTr 720 C6 Othor Irbformatlon APP2 RP ACC Spreadsheetxlsl Notes Decemkr2MT Page 6 of 12
SC009088 Section B Statement of balances Totil¢utt•rt Tthl Ip•j vi£ IÈ 81 ¢•hI ts.748 Ildill 01 B2 ID¥thtygr46 To¢ D•tsl B4 LI1 Trf s1j1 t•0* /1 ?6 QULLÉ 4pp2 RP 4r( ¥13 Isialrnnl bl¢•I Page 7 of 12
SCOOgOB8 A10fTpts and paymints Gt055 frwRo 4# 4W iaA78 iojsi 2 Gr4nts 3 Gm•• r•uiw•fronboth•r¢h•ratrA•a¢t rurth T(*41 12.496 I.SOS 12 Page 8 of 12
XJ SC009088 S BMikdtyDofunmirfcdlund ¢W•4.r T4ts1 R1 &vBslrlld Iff• 474 4> 49 Subltsr•J 421 pl$ Pyrnntf Pur[501Èd PurLn75elll&trrn Sublostl U7 T¥D•l•r•tolllromlfundv SvWI(w*Y¢ft)tr&wr Page 9 of 12
SCOOg)88 Br•4kdowfi of MstrktsdfundÈ Hld Protr¢nlIXtsd zzzzzz Gm551rirypYnI 147 fyBnl&4nttaDMIHJn Tr¥nBfvr4tslltromlfvnd NDlur•4nd offvnth Page 10 of12
APPENDIX 3 k,, j,: oscr, OTraolth•S¢(thh Chlty Rtyul•ior Independent examiner's report on the accounts name Royal Scoitssh Country 08nce Society West Lothwn R•yl•t•Thd ch nunv SC009088 PencKI start date Momh Period 8nd date MDrth ril tlbxlty forth• p•rhd D 01 Y[ 202S May 2026 . .1¥4 Rwd¥• TTr ¢harity's trustees are reswnsitrAe for the preparaticn of the Unts in accordance v••p(In•lbllltlB•rf wth the temis of the Charrties and Trustee Investment Iscodandl 2005 Act and the • arnIN•1 Charities Accounts (Scollandl Regut)n$ 20C6. The tharity Iw$tees consider that the audit requirement of RegulatKJn 10111 lal to Icl of the Account5 RegUlatiS does not apply. It Is my resFw)nsibility to examine the ¢ounts &8 required under sectson 44111 Icl of the Act and to state vthether particu&r matter5 have come to my attenbon My eXaninati 1$ ¢amed Olrt in a(tor¢Jance wth RegUlatTr 11 of the Charities Accounts IScotLqndl Regulatn5 2. An examinati Includes a of the ¢wntin9 recwds kept by the chanty and a compariscn of the aunt5 pr858nted with those records. It also IudeS considerab'on of any unusual rtems or disdosures In the counts and seeks explanatn8 frcm the trustees corKeming any such mattern. The PredureS UrtakeTh do not provth all the evidence that be required in an audit aThY. consequently, I do not express an audit opinion on the acc<)unts. In the course of my exarnlnat1, no matter has corne to my attention lother that disdosed on the atta¢heiJ page"] h gwes me reaBonth Cause to telvève that in material r8SFttt t to keep w)unting rwds in 8coydanr£ with 8tion 44(11 lal ol the 2(X35 Act Regulatvjn 4 of ihe 2rTh Aecounts RegUlat)rts, and to yep9 cotsnts which arLord wth the )UntIng recc(d8 and comply wilh Regulat 9 of the 20(6 AcGounts Regulatw) have not teen rnet, or to whth, in inion, attention should dra in order to ertab a proF the coUnts to be reactt&1 qu•lllcadoTrl•) or b Page11 of12
APPENDIX 3 Disclosure section nplbts rftho eXamIr rn•di to hWllghl ma1?1 piobl8ms. any It•m• that* Page 12 of12