Trustees Annual Report including Annual Receipts & Payments Accounts for Dalkeith Old Peoples Welfare Committee for the period to 31 St March 2025 Scottish Charity No: SC014185
Annual Report & Financial Stalements for the year ending 31° March 2025 Scottish Charity No SCO14185 Index Page 3 Reference & Administrative Information Page 4 Trustees Annual Report: Structure Governance & Management Objectives & Activities Page 5 Achievements & Performance Page 6 Financial Review & Statement of Trustees Page 7-8 Annual Accounts.. Page 7 Receipts & Payments Account Page 7 Balance Sheet Page 8 Notes to the Accounts Page 9 Independent Examiners Report
Annual Report & Finanoal Statements for the year ending 31" March 2025 Scottish Charity No SC014185 Reference & Administrative Information Charity Name: Dalkeith Old Peoples Welfare Committee Scottish Charity No: SC014185 The Charites Principal Address: Charitles Trustees on date off approval including office held: Names of other trustees during the perlod: None Independent Examlner: Bankers: Clydesdale Bank plc 140 High Street Musselburgh EH217DZ
Annual Report & Financial Statements for the year end•ng 31 St March 2025 Scottish Charity No SC014185 Structure, Governance & Management Governing Document: The Committee was established under Constitution when the Dalkeith Female Mission was incorporated into the Dalkeith Old People Welfare Committee. The Charity is governed by a constitution, the charity was first registered on the Str July 1962, updates have been done the last 7th November 2016. Trustee Recruitment & Appointment: At each Annual General Meeting the members may elect any Member to be a member of the Management Committee. all members of this committee are the designate Trustees of the Charity. Objectives & Activities The Charities Charitable Purpose: As set out in the 'Constitution' and 'The Charities and Trustee Investments(Scotland) Act 2005, the purpose{s} of Dalkeith Old People Welfare Committee are the following:_ The advancement of Health The advancement of citizenship or community development Any other purpose that may reasonably be regarded as analogous to any of the preceding purposes. Summary of the main activities in relation to these objectives: The charity's objectives in relation to the above are.. To promote and assist the general good of all old people in the Burgh of Dalkeith by assisting the work of statutory authorities and voluntary organisations engaged in providing facilities for physical and mental recreation, developing physical improvement, furthering health, relieving povety. distress or sickness or in pursuing any objects which now are or hereafter may be deemed by law to be charitable. To promote and organise co-operation in the achievement of the above purposes and to that end bring together in Council representatives of the authorities and organisations engaged in the furtherance of the above purposes or any of them within the Burgh of Dalkeith. To assist any other charitable body or bodies financially or otherwise in the furtherance of the above purposes or any of them. To promote and carry out, or assist in promoting and carrying out sur4eys relating to the needs of old people and arrange for forwarding to the proper authorities and organisations the relevant facts regarding such cases and causes of distress as are within the power of those authorities and organisations to alleviate. To arrange and provide for or join in arranging and providing for the holding of exhibitions, meetings. lectures and classes in furtherance of the objects of the Comrnittee or any of them.
Annual Report & Financial Statements for the year ending 31 $1 March 2025 Scottish Charity No SC014185 Achievement & Performance 2024-25 The hall members are still enjoying their socials and outings. We have had a bus trip to North Benbvick for a fish tea at the Ship Inn. well known for their fish teas. The bingo sessions are still popular and the members enjoy shouting for a prize even if its biscuits, chocolates or a bar of soap! The crafters are till enjoying their knitting or sewing and a cup of tea ant catch up on the week past and ahead. Discussions on families and friends are always top of the list. The Kurling is till enjoyed by the members. Much pleasure when the winning scores are announced. Our AGM was well attended and we continue with a good group of Trustees and active members. It was agreed that here should be no change to the membership fees of £3.00 or the Hall hire of £10.00 per hour, as many small groups use us. We finished out the meeting with a special tea. Our Xmas paty was most enjoyable with gcK)d food and entertainment. some of our members don't have family close by and this may be their only Xmas. No change in our subsidy of the costs of the meal. So our three main activities are function well and the members continue to enjoy them along with the trip and social events. We support our members and ensure that they don't feel isolated and forgotten. We check on our members if they have missed a session to make sure if they are okay or need support.
Annual Report & Financial Statements for the year ending 31" March 2025 Scottish Chafity No SC014185 Financial Review Statement of Reserves Policy: The trustees consider il desirable that annual expenditure is met out of annual income. It is the objective of the trustees to achieve as nearly as possible a small surplus each year but not to build up reseNes unless there is a specific known need in the future. Details of any deficit: There was a deficit this financial year. The Trustees will continue to monitor Ihe situation. Detalls of Donated Facilitles & Services: The Charity benefits from the time given by all the Trustees to the running of the Charity, including monitoring, supervision and meeting times. Statement of Trustees Responsibilities The members of the Charity must prepare financial statements which give sufficient detail to enable an apprecialion of the transaclions of the Charity during the financial year. The members of the Charily are responsible for keeping proper accounting records which, on request, must reflect the financial position of the Charity at that time. This must be done to ensure that the financial statements comply with the Charities and Trustee Investment (Scotland) Act 2005, the Charities Accounts (Scotland) Regulalions 2006. They are also responsible for safeguarding the assets of the Charity and must take reasonable steps for the prevention andlor detection of fraud and other irregularities. Approved by the Trustees and signed on their behalf by: Dated:
Annual Report & Financial Stalements for Ihe year ending 31, March 2025 Scottish Charity No SC014185 Receipts & Payments Account Year Ended 31 St March 2025 Notes Cash Account Bank Account Total 2025 Total 2024 Recelpts Donations Receipts fiom Fund Raising Aclivilies Other Charilable Activities Bank Interest 0.00 0.00 0.00 0.00 000 705.00 3,538.31 142.02 0.00 705.00 3.538.31 142.02 0.00 1.302.00 2.755.00 116.40 Total Receipts 0.00 4,385.33 4.385.33 4.173.40 Payments Expenses from Fund Raising Activities Expenses from Charitable Activities Independent Examination 0.00 3.182.87 0.00 62.04 4,537.17 225.00 62.04 7.720.04 225.00 0.00 5,098.22 218.00 Total Payments 3,182.87 4,824.21 8.007.08 5.316.22 Net Receiplsl(Payments) Transfer between Funds (3,182.87) 2,400.00 (438.88) 13,621.75) (1,142.821 (2.400.00) Surplusl(Deflclt) lor Year (782.87) (2.838.881 (3.621.751 {1.142.82) Statement of Balance8 As at 31•t March 2025 Cash Account Bank Accounl Total 2025 Total 2024 Balances al Start of Year Surplusl(Deficill for Year 1.038 95 (782.87) 16.702 89 17,741.84 18.884.66 (2.838.88) (3,621.75) (1,142.821 Balances at End ol Year 256.08 13,864.01 14,120.09 17.714.84 Other Assets No Other Assels Held Liabiliti08 No Outstanding Liabilities Financial Statements Signed: Treasurer Daled:............
Annual Report & Financial Statements for the year 8nding 31S1 March 2025 Scottish Charity No SC014185 Notes to the Accounts 2025 2024 1. Receipts from Fund Raising Activities Raffles Bingo Kurling Teas 265.00 160.00 130.00 150.00 710.00 140.00 180.00 272.00 £705.00 £1,302.00 2.Other Charitable Activities Membership Hall Hire 60.00 3,478.31 60.00 2.695.00 £3.538.31 £2,755.00 3.Expenses from Charitable Activity Insurance Social Activities & Outings Support & Door Duties Cleaning Supplies Property Costs Waler Rates Membership Gardening Team 1,673.51 1,087.75 2,267.50 475.37 1,327.67 676.24 12.00 200.00 1,518.22 631.40 1,840.00 440.65 0.00 667.95 0.00 0.00 £7,720.04 £5.098.22 4.Trustee Remuneration and Related Party Transactions The Trustees did not receive any remuneration or expenses during the year. s.NatU & Purpose of Funds The staternents of account for the year show the financial figures for the Charity. All funds are un-restricted and made up as follows: Clydesdale Bank - Current Account Clydesdale Bank - Reserve Account Petty Cash 3.151.93 10.712.08 256.08 Total Funds £14,120.09
Annual Report & Financbal Stalements for the year ending 31 St March 2025 Scottish Charity No SC014185 Independent Examiner's Report on the Accounts Report to the trustees of Dalkeith Old Peoples Welfare Committee Registered charity number SC014185 On the accounts of the charity for the period to 31 sl March 2025 Set out on Pages 7 to 8 Respective responsibilities of trustees and examlner The charity's trustees are responsible for the preparation of the accounts in accordance with the lerms of the Charities and Trustee Investment (Scotland) 2005 Act and the Charities Accounts (Scolland) Regulations 2006. The charity trustees consider that the audit requirement of Regulation 10(1) (d) of the Accounts Regulalions 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 Charilies 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 which gives me reasonable cause to believe that in any material respect the requiremenls: 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. ACIE & Dip Business & FinaiiLe