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Trustees’Period Annual Reportforthe period
| Year
| From | 01 | 09 | 24 | To “|| 31Day || 08Month || Year25
O SC r || Day | Monthstart date | Period end date
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Office of the Scottish Charity Regulator Charityname | CHURCH OF THE HOLY ROOD, CARNOUSTIE Other names charity is mam Registered charity number SCO 09480 Charity’s principal address 60 Maule Street Carnoustie Angus ## Postcode DD7 6AB ## Names of the charity trustees on date of approval of Trustees’ Annual Report Trustee ibs Dates acted if Name of hereon name Office (if any) not for whole year (or body) entitled to appoint trustee (if any) 1 Chair 2 Secretary 3 Treasurer 4 5 6 7 8 PVG Co-ordinator 9 10 Appointed 24.11.24 11 Co-opted 10.03.25 12 13 14 | 15 | 16 17 18 19 20 1 Trustees’ Annual Report forthe period [ 2 Period startdate | | Period end date | Day | Month | Year OSCE Fe | 01 | 09 | 24 || To | 31Day || 08Month || Year25 Office of the Scottish Charity Regulator Charity name CHURCH OF THE HOLY ROOD, CARNOUSTIE Other names charity is ann Registered charity number SCO 09480 Charity’s principal address 60 Maule Street Carnoustie Angus ## Postcode DD7 6AB ## Names of the charity trustees on date of approval of Trustees’ Annual Report **----- Start of picture text -----**
Trustee Aer Dates acted if Nameiof persen
name Office (if any) not for whole year (or body) entitled to
appoint trustee (if any)
1 Chair
2 Secretary
3 Treasurer
4
5
6
7
8 PVG Co-ordinator
9
10 Appointed 24.11.24
11 Co-opted 10.03.25
12
13
14
15
16
17
18
19
20
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1 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) ## inane , , **----- Start of picture text -----**
ee ee Se on
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## Structure, governance and management ## Type of governing document ## Trustee recruitment and appointment The Church is an unincorporated association, governed by Constitution (last amended in April 2010). For the purposes of charities law, the members of the Vestry are the Charity Trustees of the Church. The Bishop has pastoral oversight of all congregations within the Diocese, and all congregations are subject to Canon Law of the Scottish Episcopal Church. Members of the Vestry normally hold office for three years and are elected at the Annual General Meeting. The Lay Representative who represents the Church at the Diocesan Synod is elected annually by members of the Congregation at the Annual General Meeting. The Vestry Secretary and Treasurer are appointed by the Vestry. The Priest-inCharge is appointed by the Vestry and the Bishop of the Diocese. Day to day management is delegated to the ministry team with the Vestry authorising policy relating to temporal affairs and appointing staff. The Priest-in-Charge is responsible for the spiritual affairs of the Church and delegates aspects of the Church’s operations to the ministry team. The Vestry reviews on a regular basis, the major risks to which the Church is exposed, and systems or procedures have been established to manage those risks. ## Objectives and activities | ! ! Charitable purposes The objectives of the Vestry are to advance the mission of the Christian Church, through worship, service and fellowship. These objectives are carried out through mission and pastoral activities. The principal activities of the Church are public worship and the spiritual development of its members. It is anticipated that our newly refurbished vestry will become a facility that other groups may use, thereby enhancing our interface with the wider community in the town. Donations are made to a charitable cause at a local level to support the community, but in the current financial situation that the Church faces, these have been significantly curtailed. Summary of the main activities In carrying out its objectives the Vestry depends upon the contribution, in relation to these objects both human and material, of many volunteers within the Congregation. Activities carried out include contributions preparatory to and during worship, service on sub committees and through group activities, the maintenance of premises and fabric and a variety of pastoral and social activities whilst reaching out to the wider community whenever possible. These contributions are highly valued, and all members of the Congregation are encouraged to, and many do, participate in them. 2 | ## APPENDIX 1 **----- Start of picture text -----**
||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---| |Achievements|and|performance| |Summary of the main achievements|of|The shared|ministry with|Church|of the|Holy|Rood,|Carnoustie and the| |the charity during the financial|period|— Church of the|Holy Trinity,|Monifieth,|continues.|| |has|completed|his transitional|ministry|and|has|now|been|appointed|on|a| |substantive|and|permanent|basis.| |The vestry|refurbishment|has been|completed|and|the vestry|is|now| |beginning|to|be used|by|various community|groups.|During|the year two| |large|flat screen|monitors|and|sound|equipment were|purchased|from| |grant|funding.|This|audio|visual|facility|will,|it|is|hoped,|further|enhance the| |attractiveness|of the|venue|to community|groups.| |Regular worship|has continued|throughout the|year,|with communion| |served|each|Sunday,|with|the|exception|of the|first Sunday|of each|month| |which|is|reserved|fora|service|of morning|prayer.| **----- End of picture text -----**
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|||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |Financial|review| |Brief statement|of the|charity’s|policy|—§|The|Charity has|no|reserves other than|bank|balances|which|will|be|used| |on|reserves|should|there|be a|deficit|in|any|year.| |Details of any|deficit|There was a surplus|of £13,621|during|the|year.|This comprises|a|surplus| |on|Unrestricted|Funds|of £18,604,|and a|deficit on|Restricted|Funds|of| |£4,983.|The|Unrestricted|Funds surplus|reflects|a|generous|legacy| |received|of just over £23,000,|however|this|is|offset by the|fact that|our| |income|is|being|outpaced|by|our expenditure|despite|best|efforts|to| |contain|it.| |The|main|components|of that expenditure|included|clergy|(£10,458),| |repairs and|maintenance|to|the|church|(£5,863),|diocesan|quota|(£3,468),| |and|insurance|(£3,003),|rectory|costs|£3,112.| |So|far as|Restricted|Funds|are|concerned,|the|deficit|reflects|grants|and| |donations|received|in|previous|years|being|expended|on|the|completion|of| |the|vestry|refurbishment|during|the|current|year.| |Donated|facilities and|services|(if any)|||Not applicable.| **----- End of picture text -----**
3 ## APPENDIX 1 ## Other optional information ## Declaration The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees **----- Start of picture text -----**
Signature(s)
Full name(s)
Position (e.g. Chair) Chair Treasurer
Date 26 [10 | 028sens 26/10/25 4
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| APPENDIX2 | $C009480 Church of the Holy Rood, Carnoustie |Ba\@
aD.|Receipts and payments accounts|Receipts and payments accounts|Receipts and payments accounts|Receipts and payments accounts||| |---|---|---|---|---|---|---| |JID
o
tr
For the period||Sa|a|||=|| |Section A Statement of receipts and payments||||||| |Unrestricted
funds||Restricted
funds|peel
funds|Lacan
funds|Totalfunds
currentperiod|Totalfundslast
period| |to nearest£||tonearest£|tonearest£|to nearest£|to nearest£|to nearest£| |Ai Receipts
1a324|{
az1aa|{
GrntsCTCE
00|
Receipts
fromfundraising activities
4,108 |
gga |
Grosstrading receipts
ee|ee|||||[| _18,324|
19,728
siaa|||
40,776
5,165
bi|| |landand buildings
4,006
Rentsfromland&buildings
|fs|fs||||4,006
4,276
iasoneee||| |activities||||||| |AT Subtotal|__
49,582||5383|||[84836 ||39,946| |A2 Receipts from asset&||||||| |investment sales||||||| |Proceedsfromsaleof fixed assets
fT
Proceedsfromsaleofinvestments
|
SY
AzSub tofal||||||||| |A3 Payments||||||| |fnvesmentmanagementsoss|||||CS|| |activities
29,743||9,936|||39,679|39,093| |Sovemancecess|||||co|| |Preparation fannvalccouni] [|
a |
||||||no
eae
||| |A3 Sub total
30,978|||||40,914|40,347| |A4Payments relating to assetand||||||| |investment movements||||||| |Purchasesoffixedassets
|
Purchase
orivesmens
AdSubtotal[_____—|||||||| |Totalpayments
30,978||9,936|aaa|| Exes]|40,914|40,347| |18,604||4,983||||404| **----- Start of picture text -----**
APPENDIX 2 Church of the Holy Rood, Carnoustie: $C009480
Section B Statement of balances
i, Restricted funds endowmentExpendable endowmPerman en tt Total = Total last period
Categories Details funds funds pe
to nearest£ to nearest £ to nearest £ to nearest to nearest £ to nearest £
B1 Cash funds Gash and bank balances at start of year 400,429 | 6.698 | 407,120 407,521
Surplus
Payments/ (deficit)account shown on receipts and (4,983) 13,621 a)
Cash and bank balances at end of year | 119,033 1,708 120.741 107,120
(Agree balances with receipts and payments
account(s))
Fund to which asset belongs Narket valuation Last year
Details
to nearest £ to nearest£
- ——— —
Total
Details Fund to which* asset belongs Cost (if available). Currentavailable)value (if Last year
to nearest£ to nearest £ to nearest£
- = =
Total
Details Fund to which liability relates Amount due Last year
to nearest £ to nearest
B4 Liabilities
——
: 7 |
Total
Details Fund to which liability3 relates Amount(estimate) due Last year
to nearest E to nearest£
— — —
Total
Signed by one or two trustees Date of
on behalf of all the trustees Signature Print Name approval
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OSCR Schedule 2 2024-25 / Statement of balances 1 December 2007 el APPENDIX 2 ’ Church of the Holy Rood, Carnoustie $C009480 **----- Start of picture text -----**
Section C Notes to the Accounts
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C1 Nature and purpose of funds (may be stated on analysis of funds worksheets) Type of activityse or projectrer supported Individualinstitution/ Numberearof grants £ / —<= Total C3a Trustee remuneration lf no remuneration was paid during the period to any charity trustee or person connected to a trustee cross this box (otherwise complete section 3b) X Authority under which paid f C3b Trustee remuneration - details C4a Trustee expenses if no expenses were paid to any charity trustee during the period then cross this box (otherwise complete section 4b) x Number of £ trustees C4b Trustee expenses - details Transaction Balance . Nature of relationship Nature of transaction amount (£) outstanding at C5 Transactions with trustees and connected persons —_ Pe OSCR Schedule 2 2024-25 / Notes 4 December 2007 December 2007 APPENDIX 2 $C009480 **----- Start of picture text -----**
=
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| ## Church of the Holy Rood, Carnoustie ## Additional analysis (1) Analysis of receipts and payments | **----- Start of picture text -----**
1 Donations
Unrestricted Expendable Permanent
funds Restricted funds endowmentfunds endowmentfunds Total currentperiod Totalperiod eat
to nearest £ to nearest £ to nearest £ to nearest E to nearest £ to nearest £
Voluntary and Congregational Income | 48,324 | | ‘18,324 | 19,729
2 Grants
Unrestricted r Total current Total last
funds Restricted funds period period
to nearest £ to nearest £ to nearest £ to nearest £
— = — =
Total | 4,500 | 4,500 10,776
3 Gross receipts from other charitable activities
Hnrestictedfunds Restricted funds endowmentExpendable endowmentPermanent Total current Total last
funds funds period period
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
Total ==== =
4 Payments relating directly to charitable activities
al coca Restricted funds Expendableendowment endowmPerman en tt bake ee =
4 funds funds P P
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
Clergy eed 10,458 10,568
LifePropertyof the Church is 1,708] |____—1,832|
Costs | 13,278 aiid9,776 | 23,054) | [22,153] |
Other Items |994} | [953] |
Total 29,743 9,936 39,679] | [39,093]]
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OSCR Schedule 2 2024-25Additional notes (1) December 2007 ae) APPENDIX 2 $C009480 ## Additional analysis (2) **----- Start of picture text -----**
5 Breakdown of unrestricted funds
General 50 Club Shared Ministry Total Total
(Designated (Designated unrestricted unrestricted
Fund) Fund) funds funds last
period
Receipts
ae | 18,324 | {19,193
5 ee
Ld |
ee eee a |es
ES ee| 1,200 | eer ||es5,445 |
ee ee a ee
Gross receipts from other charitable activities ee | es |rs
Sub total 48,382] [| [1,200] |
Receipts from asset & investment sales
Proceeds from sale of fixed assets
Sub total
Total receipts San ES
Payments
Expenses for fundraising activities a [__ 4,200 |
ee |eee ee |eee
Payments ee |ee ee eee
Grants relating directly to charitable activities 29,743 || 33,334 |
and donations Pee |eee [sa
Audit/independentexamination] a|| | | a e | e ees
ss |a a|a
| a |es
| ae eee |)ee a|
aaa ere ee | | ES ||
Sub total 29,403 30,978
Payments relating to asset and investment
movements.
Sub total
|| Netnbcohins Vioesinaten =n Gn en a
Transfers
to! (from) funds ET ii Di Gee) Rae
Surplus
/ (deficit) for year 18,979 neon|ery
| Nature and purpose of funds
| General50 Club -FundMonthly- Unrestricted fundraisingFundprize todraw be usedprofits at discretionfrom whichofmavTrusteesbe used at the discretion of Trustees
Shared Ministry - Funds earmarked bv Trustees to nav for the costs of a shared ministry. nendina permanent appointment of priest. Permanent appointment
now made and this desianated fund has therefore been exhausted and closed down.
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All of the above funds. whilst available to be used at the discretion of Trustees. must be use in accordance with the aims and obiectives of the church. | OSCR Schedule 2 2024-25Additional notes (2) December 2007 —_—_ APPENDIX 2 | | ## Church of the Holy Rood, Carnoustie ## $C009480 **----- Start of picture text -----**
Additional analysis (3)
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6 Breakdown of restricted funds
Glenalmond Window Covers Vestry Choir Fund Total restricted Total restricted
Refurbishment funds funds last
period
Receipts
pi a |es 2 es)
P| a |es 5 es)
|_| P| 4500 10,776
[| 286 | P| a eee
| | ee |ee |
Rents from land & buildings | Po
Gross receipts from other charitable actives [ a |ee |ee |GT
Subtotal [____286| | [4953]] [[11,932] |
Receipts from asset& investment sales
Proceeds from sale of fixed assets
Proceeds from sale of investments
Sub total
Payments
Expenses
Gross for fundraising actives _ oT eS |
trading payments TT [ DN ee
Payments -— __ |
relating directly to charitable activities -|__| 9,776 |__—8,936|
_ | a|
Audit independent examination] [| __ es|| |
[ | |
[ __ es |
Subtotal |_____160|
Payments relating to asset and investment
movements
Sub total
Total payments =e] a a!
Net receipts
/ payments) Ey
Transfers to / (from) funds EEE] Ea] Se) Eee ee] ea
/ (deficit) for year [imeatsurees| 5,276) (4,983) 6,173
Surplus
Nature and purpose of funds
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Glenalmond - Funds raised by sale of craft items, to be used to pay for/subsidise attendance of young church people at Glenalmond retreat. Window covering - funds donated to pay for protection of stained glass windows in the church. Vestry Refurbishment Fund - Grants received to pay for the general upgrade of the vestry (new ceiling, upgrade toilet, provision of sink etc.) Choir Fund - Funds raised by choir annual subscriptions, to be used for the benefit of the choir and its members. OSCR Schedule 2 2024-25Additional notes (3) December 2007 ## APPENDIX 3 **----- Start of picture text -----**
Scottish Charity Regulator
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Independent examiner’s report on the accounts Report to the | Charity name trustees/members of CHURCH OF THE HOLY ROOD, CARNOUSTIE **----- Start of picture text -----**
Registered charity |SCO 09480
number
On the accounts of the Period start date Period end date
charity for the period Day Month Year Day Month Year
01 09 24 to 31 08 25
Sal ONE On pages Peps * rere) SirtiCe adewl alee
Respective The charity's trustees are responsible for the preparation of the accounts in accordance
responsibilities of with the terms of the Charities and Trustee Investment (Scotland) 2005 Act and the
trustees and examiner Charities Accounts (Scotland) Regulations 2006 (as amended). 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 matiers have come to my attention.
Basis of independent My examination is carried out in accordance with Regulation 11 of the 2006 Accounts
examiner’s statement Regulations. 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, | do
not express an audit opinion on the view given by the accounts.
Independent examiner’s _ In the course of my examination, no matter has come to my attention [etherthanthat
statement disclosed-onthe-attachedpage")
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1. which gives me reasonable cause to believe that in any material respect the requirements: * to keep accounting records in accordance with section 44(1) (a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations, and * to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 2006 Accounts Regulations have not been met, or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed: Name: Relevant professional qualification(s) or body (if any): Address: *Please delete the words in the brackets if they do not apply. If the words do apply, set out those matters which have come to your attention on the following page.