APPENDIX 1 oscr- Period start dale MOMIII Peiiod end dale Oai..- Month i Year To 01 Sept 2025 51 August 2024 Office of the Scoiiish Chartty Regulator Refeyence and administration details Charlty narn4 othar namas charity 18 known by Registered charlty number Charlty's princlpal address ST MARY MAGDALENE'S EPISCOPAL CHURCH SCQI5905 DuElhope Cresoenl Road Dundee Post¢ode D015RR Names of tlie charify trustee$ on dale of approval of Trust¢os' Annual Roport Naihèmf.p..p"r$'o.ri:"::::" aF)ptilnTr.tr:u¥tèè-,jIf_aYJ,- i Bishoplveslry | Vestry Vestry Rector Interim Rector Hon Secretary Hon T[e¢isurer To 29 February 2024 Rector's Warden PeDpk's Wardan Lay Represenlallve V¢slry Member Vestry Membei V@.gtfy MeMr I Vpslry Member 1 14on 7reasurer AGM AGM ' To 31 December 2023 .. AGM IAGM To 31 December 2023 AGM 10 To 29 Februaiy 2024 ,' AGM From 01 March 2024 AGM 11 12 Vesliy Member Ve%lry Member Vesty Mombgr AGM 13 ', AGM From QI January 2024 AGM 14 Is 16 17 18 19
APPENDIX 1 Reference and administration details Namès of all other ¢harlty trustees during the period. if any* (for gxawnple. those who resigned part way through th& flnanclal pfjriodl 14esrgn&d 2910212024 structurey. governance an-d managemenl Type of gov&rMlttg dociimont Our governing (locument is our Consts'lution, and the charity is an nInrporated as80CAation. The Church Is a mèmber of tttg Dioc8se ol Brechin and ol the Scoltish Episcopal Churoh and is in fvll Gommltnlon wlh thè gI[Can Church All of its affairs are governed by Ihè V&sty Ik Trusleesl according lo the ru18s set oul In Ihe Conslilution. Trusto& rocruitment and appolntmant Appointments are m4cl8 at the AGM Irom members of the congregation. Vestry membors are gppoinled for a period of 3 years. Objectives and activities Charftable putPOF06 The Inain luncllon of the chknrch Is to provld& worshlp in sacrament and prayer. 18achlng and pastoral (zie of members, and ministy to the wlder communlty. Suminary ol Ihe maln acllvities in relatlon to these objects The Church folbws the Ilturglcal Cycle of setvtces, and the Young ChurGh and Cholr rnogl throughout tho year. The Pastsral Tèark continue 10 folbw a visSlalion rota ID me81 th4 n8eds ol the liouse-ty)und anij btck members of the congregallon- al hoTh. In r8srdénllal carè and in hospital. Members of our congregation unable Ici attend In porson are able to ac$S our sgtvices which are streamed on FaboOk.
APPENDIX 1 Achievements and performance. Summary of tho maln achlevements of the charity durlng the financlal p8rlod Durlng Ihls year we held Iwo Successful Coffoe rnoining5 INovembei' and June) A Buins Supper was again held in January which was well attended and enjoyed by all. The mnlhly Wednesday Lunchlime cOnrt Sertes continued with a wide variety of 8rtisl8. Th16 h8s bean greatly appreclaled by our audiences. We had a return ol outside groups iising our hall. Scollish Country Dancers and Jazz Hands Orama Group. The hall was also used on an occasional basis by others. Financial review Brlef statèmènt of tho charlly's policy on reserves Thero is no specific policy, bill our Investments are not inlBnded for general use an($ al present onty the income18 used. Details of any deficll The results for the year show a deficit of £22,052 resulting from a largè amount of funds being spent on the proparty during the year. Donated faellittè8 and servlce8 (If any) As a church we would not be able lo lunclvjn wlthout the voluntary work of many members of the ¢ongrègalion In a varfely of dlrties.
APPENDIX 1 other o.ptional Information Churoh Buil The V8Stry (Trusteasl consider il inappropriate to include 2 nrket valuallon for thp rhurc.h bullding tn Ihe financial statements on Ihè grndS that the cosl of obtalnlng 8i1Gh Valuations outweighs the benefit lo usBrs of the accounts. However, the Ir$sura6 valuation 1$". Church Bullding.. £13,962,494.00 Declaration. The trustoes declare thot they have approved the trusto•s' report above. Slgn•d on bohalf of the Charity's Irustee8 Slgnaturplsl Full namplsl Po8ltlon (&.9, Chalrl Hon Treasurer Hon Secr8lary Date 2s/,/,,
APPEIlx ? ST MARY IVJAGDALENE'S EPISCOPAL CHURCH SC015905 Receipts and payments accounts For the perlod Irprn Scdlth (th61ily Regdator ?.0 Section A Statement of receipts and payments Unre51rl£ied lund6 Reslilclèd fuDds Exp&ndablo en(lowmenl rur¢d Perfflanent èndowmènt fund¥ cuN4nt wrlo p8rt0 ttynvaioatt tVnDifosl Al Re£el is DOTr2tn$ $4,829 3,000 t9,502 2.930 54,639 3,000 19.902 2.930 3&,081 LwJoLie5 Grant8 11024 0,164 18 fundra151ng aci1v5 GtOSE tr3din ieceipl$ Inc<xne from inve$hxttni$tXhorllMn 14223 16.22a 17.325 f2,004 VAT Hal Lgis 2,130 l130 Al Sub tot81 97,824 A2 RèL'01pts frorn awa81 & inV8Ytm6nt s819s Pr¢ce8d$ flom $#0f fL¥ed asseiB 501,503 107.6S6 409 169 Pr(thed$ (rom Eal801 InYB$tmBnls A2 lotBI 10,OOQ 10,000 o,voll 10,000 rotsireceipÉs 107 824 107 24 493 867 A3 Paymènts lor lortdr4ls9 aGtivil Qms$ trading paytneDIs Inv95trngnim¥na9Bmenlcosis PaYfflfjDl¥ lai¥ii dITllY tocha¥itatl8 ¥d1vlla ¥lld donaiion$ 129,776 129,776 189,f4Q Q4)¥91nG9cO5lS.' Aud IlndBp8ndenl exanJTn4bon Preparavon of2Mual atsxun13 LegalS Olhpr 100 A3 Suts total 129.8r6 129 878 A4 Paynienls f6lttllng lo asset an Pvic*a5Bsof fixqd q6sels PurchaOf Inv86tfflonts 3DI.503 A41 Sub total 301.603 Tolalwymonl 129 976 129,876 22.092 3,t24 A5 Transfvr¥ to I Ilroml fund8 Surplus/ldelf¢itJ roryoar
8T MARY MAGDALENE'S EPISCOPAL CHURCH S8clion B Stdtei1iyiit of balances SC016906 kxp¢Trjae rol 54 i•rJtrd rund& viJo ¢vM£ B1 Cbsh luiiJ¥ Cdshand bkbdaiLEs81sknlofyear ao.06Z 30.462 21,436 pw9nrIS a¢¢oLnt 122.05¥ ikhand tsn% baiart¢4S atONlofygor (Agtec .Jio 30.162 5}1 B21M¥¢slmArt¥ SEC Lttp St14M 1100 will¥ %E(: IJIV 4Y#1 408d 1$. fftr(E5f¢ ts2,44 I,7£2 35$.52 29,95 un[led gECIJTPRe¢b .Fd I1$AtI1% J28,tog 20Z4 416068 I E NtÈ Det&ll 84LlobU#Iv¥ T¢t ww IE tyfj Qontinw¢ liobilifils rtyl $b]ffled bwtinEirknlwblo Dat* ol approv&1 2S
APPENOLY ST MARY MAGDALENE'S EPISCOPAL CHURCH SC015905 Section C Notes to the AGcounts Cl Ngture and purpo$e of lunds {maybo ÈtalBdo an8ly&g of lufjds wort(sh88tsJ Typg of acli¥liy or prolg£1 siipportod fflado C2 Grants Yotal C38 Trustee remtsneiauon Ifoo Mmuner8tfr)n was pald during IhD PBriod to dFIlY truslOÈ or person tonnected lo a Irusleo cros$ box lo1$0 Tpte e¢ll0 Jbl Aulhtsrlty undèr which pald C3b Tru¥tee Temiineratlon detall¥ Scolllsh E al Chtsrch- DKKese of Bwtyn - Gr9s5 $1 ts2.024 7.500 9,401 49.OQS - Hous ANowan¢e - Pen0 C4a Trtststèe exp0n$eS I10 expe8$ were Pa to any Charity trusiett durtw thè ty1 then wos8 lttis box lothethlge ¢4Jmpl8lp $edion 4bl trteD$ C4b Tru$tee expenses . d8tails TrdRsactlon Nalurp of Iran5aclion •ut¥landlnE¢41 C6 TrdnS&Ctlans wlth trusteeB Hnd oonnecled porson$ C6 O1heT Inlormatlon 0903 OS¢R-RSPA¢c4unt8l23.?4.XI8xlNOs t)ecember27
APPÈWX2 ST MAkY MAGDALENE'S EPISCQPAL CHURCH SC015905 Additional an8lysis111 Analys1$ of recelpt$ and PHylXenl$ l DoJiallDn Unrstrktid ndOwl111 Tolilla4ipwbDd FO¢¢1¢d J7.542 DlarIOnsgp DsyoIGkthg 5,027 4,86Q 9.3DS 4.660
,205 Tot 26rants Sc¢¢EPcp Chutch Ofv.osfr¢fBieGhl 4.628 stklwgafèls-5haroofmhtslOry a,2 I&0 TotAI fP.YUR 3 Gr46¥ ré¢elpts fro1 charllablpactlvllhs runOS pthod Toig11181 yeilDd 4 Paymemls MlatthgiJlTrcllyto olTr&r#ablg acllvllle5 UwtrlctEd •ndownipnt d& TOtallk&l Wtod ds OIOGesan QLa QawgyCoEts Pr*pprtYExponsqs ¢knh Expen6t& 49.005 1ts,009 4,384 Totgl 129,7T6
APP&thJX2 SCO15905 Additionsl analy3is121 kl1Jn ol unr•6trlGted od R•rgipi Od.6J9 11,424 6,eM Rpcg 2,9J¢ 422J f6ts2J IY)35 iao &7M24 Rt£plpts from4asÈt & offjKddasso1s tO.WD iqOOD 00 Styblol81 Pa È¥v¥1&1[thlshg Rl*¥%1 Grosi 12è.718 12I77È LEgiliW5 1Tr)VFTnt3 Svbtotsl 4$074J TTAn$f•r6 bl Uiom) fund$ 124 Il&lvrgand yr •CortLbw
APPEWDLY2 ST MARY MAGDALENE'S EPIS¢OPAL CHURCH SC015906 Addltional analysls131 8 8[Fakdow ofi4$tr1¢tg0 fvnd¥ Rlrolpl? LÈ Gibn ¢elOB.'ltsn)tJnd¢è]alrtY*llvSlki Idm Siib lo¢al pity¢¢¢d$fv•Jn¥thuliwgsth(1 azzzza rolilrecelpts Pwn Gfms Plymvnlsiilulrngdtretllyt)&bK•ScuWJlles AudlllLidtspÈhdènl Sub t¢bl ondlnvaaimmt fflQVQfflonls pChSOIfLyld ¥$S&lS Stib tot& S•4f fvnd9 OW90SCR.P¢PA2Q23.Nx19X4trnUIBP}
APPENDIX 3 Scotlith Chaiily Re£ulatoi Independent examiner's report on the accounts Report to the CSiadly name tru5teeslmembers of ST MARY MAGDALENE'S EPISCOPAL CHURCH Roglstorod charfty SC 016905 number On the accounts of the oharlty for the perlL)d Period start dale Period end dale Year to 01 EPTEMFIER 2023 31 'ALJCyUST ,2024 Set out on pages 1.6 RespÈcllve responsibilities of trustees aiid examiner The charity's Iruslees are responsible lor the preparation of the accounls in accordallce wilh the terms of (ho Charities and Trustee Investment Iscollsndl 2(KJ5 Act and Ihe Charities Accounts IS¢ollandl Rpgiilalions 200618s ampndedl. The charity Iruslees consider th81 the audit requirement ol Regulation 1011) Idl ol the Accounts Ragulalions does not gpply. 11 is my responsibility lo examln8 the aocounlg as lequired under section 44111 Ic) ol the Act and to slate whether partlcular mallers have Come lo my atlenllon. Bas16 of Indgpgndgnt My examination Is [ried out In accordance with Regulation 11 of the. ?.006 Accounts gxaminer's statement Regulations. An examination includes a review of the accounting recor¢Js kept by the charlly and a comparison ol Ihe accounts presented with those records. 11 also includes considerats'on of any unusual ilerns or disclosures in the accounts and seeks 6xplanalions from th8 Iruslees conc8rning 8ny suoh mallers. rhe procèdurgs undertaken do not provide all the evidonce that would be required in an audit and, wnsequenuy, I do not express an 8udll opinion on thg view glven by the accounts. Independent examlner's In the cou18e of my examination, no matter has Ggme lo my allenlion.. statement Ivhich gives me reasonable cause lo b81i8Ve that In any tnalertal fft5pecl the rgquirem8nls.' lo keep accounting records in a¢coiiJanoe with section 4411) lal of th8 2005 Ad and Regulation 4 of th8 2006 Accounts R8gulallons, and lo prepaie accounts which accord with the accounting iecords and comply with Regulalion 9 of the 2006 Accounts Regulallons have not been mel, or 2. to which. in my opinion, allenlion should be drawn in order to enable a proper ched. Signed.. Name: Relevant professional qualifi110[) or body if any).. . IL.2. Address: Bk Pld.% 144 Nethergate Dundee DDI 4EB 'Pleago dalvto Ihe wor(k In Ihe bra¢kets If they do nol apply. If th8 words do Jpply. SBI out Ihosg mall8ts Whth havo como lo your atignllon ¢Jn Ili¢ follo9 page.
APPENDIX 3 Disclosure section Only complete if the examiner needs lo highlight material problems. Glve here brlef dptails of any items that thè 8xaminer wishes to disclos