2025-05-31-accounts - Westmuir Hall Association

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

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OSC 5yaad4 WESTMUIR HALL ASSOCIATION $CO013967 ;
Office of the Scottish Charity Regulator
Receipts and payments accounts
ae cs ornao”nis
P aad MAREN|EPTSEC |TST [OR|OT |ESTO
Section A Statement of receipts and payments
Unewntrictenfunds Restricted funds oniowienrt endowmentP Total funds Total funds lest
furide funda current period period
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
A1 Receipts
ponations,=|
legaciesTE| ee | |
a 20,000 20,000|| 11,800,
e35]{ | [6.138]
Grosstrading receipts | | ee |
landIncomeand frombuildingsinvestments other than | fae
Rents from land & buildings a | a |
Grossactivitiesreceipts from other charitable fF fF
A1 Sub total] 6,135] L 28,138) 16,356
A2 Receipts from asset &
investment sales
Proceeds from sale of fixed assets fo
Proceeds from sale of investments |
A2 Sub total] |
Total receipt]6,135] es Cl 16,356
A3 Payments
Expenses for fundraising activities 6.751 6.754 | 3,590]
Sc a a |
freeinertvenegenentconsPayments relating directly to charitable| ee |
activities 12,746
Gentsenddoatere ee |ee
i ee |
a ee |
[Pearson anna eccoon ee |
ee a |re
ee |
A3 Sub tota 6,751] L 16,336]
A4 Payments relating to asset and
Puchesesinvestmentofhredaseetsmovements OT
a
a
Aa Sub totaf____|
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$CO13967

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WESTMUIR HALL ASSOCIATION
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Section B Statement of balances
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‘ Expendable Permanent Unrestrictedfunds Restricted funds endowmentfunds endowmentfunds Totalperiodcurrent Total last period to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ Cash and bank balances at start of year Surplus / (deficit) shown on receipts and payments account 20,000 20 Cash and bank balances at end of year 12,742 20,000 32,742 | | 13,388 Agree balances with receipts and payments account(s Fund to which asset belongs Market valuation Last year to nearest £ to Nearest £ _ — — Total Fund to which asset belongs Cost (if available) T ayieABa (if Last year to nearest £ to nearest £ to mearest £ - = — Total Fund to which liability relates Amount due Lagt year to nearest £ to n@arest £ i — —— Total Fund to which liability relates Amount due Last year to nearest £ to neprest £ — — — Total Signed by one or two trustees on behaif of all the trustees Signature Print Name Date of appfoval

Copy of App2_RP_Acc_Spreadsheet ods / Statement of balances

December 2607

WESTMUIR HALL ASSOCIATION

$C013967

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Section C Notes to the Accounts
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C1 Nature and purpose of funds (may be stated on analysis of funds worksheets) SEE SECRETARY'S REPORT : ? Individual / Number of grants £ ype of activityor project supported institution made 7 —= Total C3a Trustee remuneration If no remuneration was paid during the period to any charity trustee or person connected to a trustee cross this box (otherwise complete section 3b) A; ithority under Ww n paid £

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)

Number of £ trustees

C4b Trustee expenses - details

Nature of relationship

Transaction Balance amount (£) outstanding at Natur f tran tior periodend (£)

C5 Transactions with trustees and connected persons _ ee Copy of App2_RP_Acc_Spreadsheet ods/ Notes 3 December 2007

APPENDIX2

WESTMUIR HALL ASSOCIATION

$CO013967

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|
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Additional analysis (1)

Analysis of receipts and payments

1 Donations

2 Grants

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|||||||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |bas Asad|Restricted funds|endowmentExpendable|endowmentPermanent|yout ode|Total|last period| |funds|funds|a| |to|nearest|£|to|nearest|£|to|nearest|£|to|nearest|£|to|nearest|£|to nearest£| |Total| |‘|expenaapie|txpenaaoie| |Urawenicwed|Restricted funds|endowment|endowment|Total Gadi|Total last period| |to|nearestjunds|£|to|nearest|£|to|fundneare|s|t|£|to|fundsnearest|£|to|iisnearest|£|to|nearest£| |||4| |Total|eet... |Se,|a.|

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3 Gross receipts from other charitable activities

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ralesunds Restricted funds endowmentExpendablefunds endowmPermanfunds ent romeeil Total last period
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest£
reatve Craft Clb L798) [198] [J]a)
- | ae)
[388] |
[a8] [484] [30
a) [384] [aa]
[782 [782
| a
[8 | [25
088 [x08] [968]
[20] [20] [29]
[334] [334] [a
rT)
Total | 8135) a eo
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4 Payments relating directly to charitable activities

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Cusco Restricted funds endowmentExpendable endowmPerman en tt Total otal Total last period
funds funds ee
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest£
ee | || ae
| [20] [8]
| $8] [260
| [89] [39]
| [0] [a9
| [331]
[383] [ 383)
| [101] [33]
|] [a] [ear] 11,267
ee |ee) [383] a7
Total Sa |) |ea L751] | [16,356]
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Copy of App2_RP_Acc_Spreadsheet ods Additional notes (1)

December 2007?

APPENDIX 2

$CO013967

Additional analysis (2)

5 Breakdown of unrestricted funds

			Total unrestricted funds	Total unrestricted funds last period
Receipts
Sub total	[	Tt	.138
Receipts from asset & investment sales
Proceeds from sale of fixed assets
Sub total
Totalreceipts		a nba an:	ramen:	SmI
Payments
Expenses for fundraising activities	6,751		6,751	3,590]
Payments relating directly to charitable activities	_ ; - —aT		ee
	sr [J		ee
	)	bea		mye
Sub total		6,751)
Payments relating to asset and investment
movements
Subtotal

Nature and purpose of funds

SEE SECRETARY'S REPORT

Copy of App2_RP_Acc_Spreadsheet odadditional notes (2)

December 2007

APPENDIX 2

WESTMUIR HALL ASSOCIATION

$C013967

Additional analysis (3)

6 Breakdown of restricted funds

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||||||| |---|---|---|---|---|---| |Total|restricted|Total|restricted| |funds|funds|last| |period| |Receipts| |eel||| |pe|es||| |20,000|20,000]|| ___|11,500]| |fe|ee || |P||ee||| |||a| |Rents from|land & buildings|fT||| |ed|Reese |se| |Sub|total|||11,500)| |Receipts|from|asset|&|investment|sales| |Sub|total| |Total receipts|aks|mes: ||[BLS]|[FUN]| |Payments| |12,746| |a| |-| |-| |[| |J| |a| |ae| |Sub|total|||12,746)| |Payments|relating|to|asset|and|investment| |movements| |Sub|total| |Total payments|Cd Lanamcnotcll Renciacniaal|

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Nature and purpose of funds

SEE SECRETARY'S REPORT

Copy of App2_RP_Acc_Spreadsheet oda dditional notes (3)

December 2007

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APPENDIX 1
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From

Trustees’ Annual Report for the period Period start date Period end date Day Month Year Day Month Year Ist JUNE 2024 To 31* MAY 2025

Office of the Scottish Charity Regulator

Charity name WESTMUIR HALL ASSOCIATION Other names charity is known by Registered charity number $CO013967 oeee

Names of the charity trustees on date of approval of Trustees’ Annual Report Trustee name Office (if any) Dates acted if (orNenebody) of pereonentitled to not for whole year ‘ appoint trustee (if any) 1 Secretary 2 Treasurer 3 4 Chair (Interim) 5 6 7 8 9 10 11 12 13 14 15

16 17 18 19 20

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)

Itia Perez

Structure, governance and management

Type of governing document

SEE SECRETARY'S REPORT

Trustee recruitment and appointment

SEE SECRETARY’S REPORT

Objectives and activities

Charitable purposes

SEE SECRETARY'S REPORT

Summary of the main activities in relation to these objects

SEE SECRETARY'S REPORT

APPENDIX 1

Summary of the main achievements of the charity during the financial period

SEE SECRETARY'S REPORT

Brief statement of the charity’s policy on reserves

SEE SECRETARY’S REPORT

Details of any deficit

SEE SECRETARY'S REPORT

Donated facilities and services (if any)

SEE SECRETARY'S REPORT

APPENDIX 1

SEE SECRETARY’S REPORT

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

aeSignature(s)ee Position (e.g. Chair) TREASURER SECLE THE 1 Date ‘ee. -—

APPENDIX 3

Office of the Scottish Charity Regulator

Independent examiner’s report on the accounts Report to the Charity name

Registered charity SCO13967 number On the accounts of the Period start date Period end date charity for the period Day Month Year Day Month Year }s JUNE 2024 To 31s MAY 2025 Set out on pages numbers(rememberof toadditionalinclude thesheets)page Respective the charity's trustees are responsible for the preparation of the accounts in accordan¢e responsibilities Of with the terms of the Charities and Trustee Investment (Scotland) 2005 Act and the trustees and examiner Charities Accounts (Scotland) Regulations 2006. The charity trustees consider that the audit requirement of Regulation 10(1) (a) to (c) 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 My examination is carried out in accordance with Regulation 11 of the Charities Accounts examiner's statement (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, | do not express an audit opinion on the accounts Independent examiner’s In the course of my examination, no matter has come to my attention [other than that statement disclosed on the attached page”]

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

to which, in my opinion, attention should be drawn in order to enable a proper Signed: understanding of the accounts to be reached Name: Date: o4|02.] 2026 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

APPENDIX 3 Only complete if the examiner needs to highlight material problems.

Give here brief details of any items that the examiner wishes to disclose

Se -ebalNe Mboh MO

Westmuir Hall Association

Agenda for the Annual General Meeting of the Westmuir Hall Association to be held at 7.30pm on Monday, 23" June 2025 at the Westmuir Hall.

Agenda:

1. Apologies

2. Rotating chair welcome and brief report

3. Minutes of previous AGM and matters arising

4. Secretary’s report (including Resilience hub)

Treasurer’s report

6. Committee Members & Election of Officer Bearers

7. Friends of the Hall Association

8. AOCB

9. Date of next meeting

Westmuir Hall Association AGM

18.6.2024 at 7.30pm

Clare Ross opened the meeting and welcomed everyone to the AGM.

Present

Michael Downie, Andrew McParland (Treasurer), Hazel McTavish (Minute Secretary), Clare Ross (Rotating Chairperson), Claire Shaw, Ann Warren (Secretary) and three members of the public (Lillian Downie, Hazel Innes, Isobel Keillor)

Apologies aeeeeesee es Minutes from last AGM and matters arising. The minutes from the last AGM were agreed by email.

Matters arising from 2023 AGM

e Community Payback were unable to freshen up the hall.
e Bookings are still paper based.
e Charges still staying at £12 for regular users and £20 for occasional.
e Cladding of the hall and new windows and doors are being quoted for.
e Welcome packs arranged through Westmuir Dev. Trust are being handed out to new residents.
e Resilience Hub — Generator is now in place and working, as are new energy efficient heaters, lighting and sockets.
e Self-seeded tree has been removed.

Rotating Chair Report

GB gave a verbal report stating the hall had been very well used and thanked everyone for all their hard work. The Curry Night was very well attended and quiz nights always successful.

Secretary’s Report

A comprehensive Report was submitted by the Secretary and circulated to all present.

Treasurer’s Report

A detailed spreadsheet was submitted by the treasurer, everyone present got a copy.

Payments received £5,135

Expenditure £2,427

Balance (in account and cash) E131

Due to increased card usage, The Shoppie donations from the ‘tin’ were down.

From the £14,000 received for the Resilience Hub £2,156 is left which will pay for two new heaters.

Committee Members and Office Bearers

Office Bearers

Chairperson - this role will continue to be on a rota basis.

Hall Bookings - Michael Downie Tel: 01575 573314, Email: mcdownie@aol.com

Committee Members -SS iiS SS SaSS Ge

GEE ‘signed from the committee and was thanked. She will go on the Friends of the Hall contact list.

Friends of the Hall

Approximately thirty-five people are on this list. Ann gave thanks to them all.

AOCB

e The Community Payback team will paint the boundary fence over the summer months.
e {twas brought up that the car park needed a good tidy up.
e The smoke alarm has been going off in the disabled toilet and needs to be fixed.
e Sandy Whitelaw has been employed to paint all the toilets over the Summer.
e Thecteanliness of the hall was noted. Thanks go to Sue Kettles, volunteer.

The meeting closed at 8.30pm. Coffee and biscuits were offered but declined by members of the public.

Date of next AGM

17.6.25

Secretary’s Report for Hall Association AGM 23rd June 2025

Regular bookings (June 2025)

Creative Craft Club September 2024 - March 2025 Monday 2-4pm,

Yoga January-March Monday 6-7pm,

Speakeasy 1* & 3 Tuesdays each month 2-4pm

Dance class each Wednesday and Thursday 6.00-7.00pm,

WRI - first Thursday eve in the month 7-9 pm,

Tots Time —- each Tuesday and Friday 9.30-11.30 am,

Halt hires since last Hall AGM

There have been three birthday/baby/tea parties in the past year.

There have been two MSP surgeries and the hall was used as a polling station in July 2024.

The Westmuir Community Development Trust AGM and Westbank Road Association AGM, SWEL (Seniors with Energetic Lifestyles) OAP lunch & a funeral service for a local person were held at the hall.

Hall charges

Hall rentals have remained the same since the increase in 2022. Rentals for regular users are £12 and occasional users £20 an hour. As ever, we greatly appreciate all the support from hall users.

Committee Members 2024-2025

As Itai has moved from Westmuir he has sadly left the hall committee. We thank him so much for his energetic and innovative input over recent years. We would like twelve active committee members and currently we have six so are very much needing new members for the committee.

Fund raising Events held in[2024/2025]

The hall committee held a successful Coffee Morning in November & we thank all who supported it.

Quiz- thanks to Michael and Lilian, for a busy and lively evening.

Hamper draw 12" December (held jointly with Westmuir Community Development Trust)

in February we had our very popular and successful Silent Auction. This wasa lot of work for the committee and friends but it was well worth it to see the hall full with people really enjoying themselves.

ResilienceHub activity 2024-2025

We now have a small number of people who have agreed to be Resilience hub volunteers. There is a WhatsApp group created for communication around resilience issues and we had a training session led by Philip (many thanks for this) to go over how to run the generator if/when needed. Angus Council have us registered as a Resilience hub.

if anyone else would like to join this group please say. We are also happy for people to indicate that they would like input/support during challenging times due to weather etc.

Building and car park maintenance actions 2024-2025

We are very grateful to our voluntary hall cleaner,Si has continued to fulfil this role beautifully. Many thanks to Susan for all her hard work.

Andrew has kindly mended the hall floor by the back door.

We (Hazel!) have been successful in gaining two grants each for £20,000 (one from the National Lottery Community Fund, the other from Kirriemuir Landward West Community Fund) so we can replace the hall cladding on the exterior of the hall and new windows and doors. A further smaller grant is currently being applied for. This will make the hall more energy-efficient and fully wind and water-tight. We are hoping the work will be carried out during the late summer.

A carpark clear-up was held last year and chippings (from previously cut down tree) were spread on the borders.

Hall funds have been used this year to decorate the interior of the hall.

Outstanding maintenance jobs

The hall committee has not been able to finish painting the fence (or Westmuir Forth Bridge!) despite a couple of attempts and have asked for assistance from the Community Payback team.

Any other outstanding jobs....?

|]

Westmuir Hall Association Committee Secretary June 2025

APPENDIX2

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WESTMUIR HALL ASSOCIATION
TeReceipts & Payments T=Accounts7
Analysis of Receipts & Payments
period
1 |_tonearest€||tonearest£||nearestto | | [tonearest] £ |
Donations Total [4
2 Grants
[20,000] [= 20000] |
Pe 10,000}
Total Ss 5es 5es
LAE ||TS | RE eas
3 Gross receipts from other charitable activities
Angus Council Polling Station a | Fee
Burlesque Class EC).) pp eS OC)
nnn.| |a |ae
Po ee 280]
ee | Le
ee |es
ee | [260]
eT |id: |See 5 acer
eea | | [426] |
ee 5 | 2)
po 08s} PT)| 2,085] | [1968]]
es |es |)
a |
a | | [228]]
Po | [80]]
4 Payments relating directly to charitable activities
Angus Council Building Warrant 650 - - 650 -
> ee |Se eases
2 bs 9 2 0)
) 9) oe )
ee | ees Ls
aan”es |See” 5 eee| meee
ee) Se 5 e es ee)
a | a
a |
0 ee | CY
a | ees | [2,020]
nore:0 | [ee] ee|)Re Eee
re | | [293]]
Total Le [tiie] TES iit ee ee
5 Cash Funds
[L293]] et)
a) | [BI]]
Ca C3)
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HALL ACCOUNTS 2425 xls2022-2023

December 2007