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2025-03-31-accounts

COMPANY REGISTRATION NUMBER: SC339913 CHARITY REGISTRATION NUMBER: SC016452

Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Unaudited Financial Statements

31 March 2025

Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Financial Statements

Year ended 31 March 2025

Page
Trustees' annual report (incorporatng the director's report) 1
Independent examiner's report to the trustees 5
Statement of fnancial actvites (including income and expenditure
account) 7
Statement of fnancial positon 8
Notes to the fnancial statements 9

Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Trustees' Annual Report (Incorporating the Director's Report)

Year ended 31 March 2025

The trustees, who are also the directors for the purposes of company law, present their report and the unaudited financial statements of the charity for the year ended 31 March 2025.

Reference and administrative details

Registered charity name Centre for Inclusive Living Perth and Kinross Centre for Inclusive Living Perth and Kinross
Charity registraton number SC016452
Company registraton number SC339913
Principal ofce and registered The Gateway Centre
ofce North Methven Street
Perth
PH1 5PP
The trustees C Godfrey-McKay
J Irvine Resigned 8 April 2026
E Cobban
Independent examiner Craig Wallace B.Acc.(Hons), F.C.C.A.
18 North Street
Glenrothes
Fife
KY7 5NA

Structure, governance and management

Centre for Inclusive Living Perth & Kinross is a charitable company limited by guarantee and not having any share capital, whose purposes are set out in the Memorandum and Articles of Association.

The charity's Trustees are appointed or re-appointed by the members at our Annual General Meeting. The Board also has the right to co-opt up to 3 Trustees and to appoint out-with AGMs where appropriate.

A new Administrator was appointed in May 2023 but went on maternity leave until November 2024. During this time, a temporary Administrator was recruited. A new Administrator was recruited in January 2025, followed by the recruitment of an Outreach Worker in April 2025.

The Manager retired in December 2024, and a new Manager started in the same month.

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Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Trustees' Annual Report (Incorporating the Director's Report) (continued)

Year ended 31 March 2025

Objectives and activities

The objectives of the charity are as follows:

Achievements and performance

During the year, the charity achieved significant progress in promoting inclusion and supporting people with disabilities across Perth and Kinross.

Highlights included hosting the first Health and Social Care Personal Assistants Gathering and awards ceremony, strengthening recognition for frontline support workers; delivering a Conversation Café during Learning Disability Week under the theme "I Am Here" to amplify voices and visibility; and organising social inclusion activities such as summer outings and digital engagement initiatives.

The charity also advanced accessibility through campaigns like Toilets Around Perth, promoted digital skills during Get Online Week, and continued to build partnerships with local organisations to deliver training, advocacy, and member-led projects under the Charter for Involvement. These achievements reflect our ongoing commitment to equality, empowerment, and community engagement.

We redeveloped the website ensuring it is more accessible and is up to date. We identified communication preferences for our members to ensure people were receiving our information. The manager identified areas for improvement with systems and filing. The first phase of improvements has been implemented.

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Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Trustees' Annual Report (Incorporating the Director's Report) (continued)

Year ended 31 March 2025

Financial review

The charity has generated a surplus of £25,521 (2024: £9,112) for the year end 31 March 2025 as detailed on page 7. The total reserves stand at £61,088 (2024: £35,567) of which £27,073 (2024: £26,567) represent unrestricted funds.

Reserves Policy

The Trustees appreciate that apart from the general funding received from Perth & Kinross Council, funding is also received for specific projects. The Trustees have decided that the charity holds enough operating expenditure in reserves should current sources of income be reduced severely.

Plans for future periods

Strengthening partnerships will focus on deepening collaboration with local organisations, service providers, and advocacy groups to deliver inclusive projects and training. This includes co-designing initiatives under the Charter for Involvement, sharing resources to improve accessibility, and creating joint campaigns that amplify the voices of disabled people.

By working closely with health and social care networks, community groups, and digital inclusion programs, the charity aims to expand its reach, enhance service delivery, and ensure that members have greater influence in shaping policies and practices. These partnerships will also help secure funding opportunities and provide a stronger platform for advocacy and community engagement.

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Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Trustees' Annual Report (Incorporating the Director's Report) (continued)

Year ended 31 March 2025

Trustees' responsibilities statement

The trustees, who are also directors for the purposes of company law, are responsible for preparing the trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the charity trustees to prepare financial statements for each year which give a true and fair view of the state of affairs of the charitable company and the incoming resources and application of resources, including the income and expenditure, for that period.

In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charity's transactions and disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Small company provisions

This report has been prepared in accordance with the provisions applicable to companies entitled to the small companies exemption.

The trustees' annual report was approved on 30 April 2026 and signed on behalf of the board of trustees by:

C Godfrey-McKay Trustee

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Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Independent Examiner's Report to the Trustees of Centre for Inclusive Living Perth and Kinross

Year ended 31 March 2025

I report to the trustees on my examination of the financial statements of Centre for Inclusive Living Perth and Kinross ('the charity') for the year ended 31 March 2025.

Responsibilities and basis of report

As the trustees of the company (and also its directors for the purposes of company law) you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities and Trustee Investment (Scotland) Act 2005 (‘the 2005 Act’), the Charities Accounts (Scotland) Regulations 2006 (as amended) and the Companies Act 2006 (‘the 2006 Act’). You are satisfied that the accounts of the company are not required by charity or company law to be audited and have chosen instead to have an independent examination.

Having satisfied myself that the accounts of the company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of the charity’s accounts carried out under section 44(1)(c) of the 2005 Act. In carrying out my examination I have followed the requirements of Regulation 11 of the Charities Accounts (Scotland) Regulations 2006 (as amended).

Independent examiner's statement

Since the charity is required by company law to prepare its accounts on an accruals basis and is registered as a charity in Scotland your examiner must be a member of a body listed in Regulation 11(2) of the Charities Accounts (Scotland) Regulations 2006 (as amended). I can confirm that I am qualified to undertake the examination because I am a registered member of the Association of Chartered Certified Accountants which is one of the listed bodies.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the charity as required by section 386 of the 2006 Act, section 44(1)(a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations; or

  2. the financial statements do not accord with those records or with the accounting requirements of Regulation 8 of the Charities Accounts (Scotland) Regulations 2006; or

  3. the financial statements do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a ‘true and fair' view which is not a matter considered as part of an independent examination; or

  4. the financial statements have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).

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Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Independent Examiner's Report to the Trustees of Centre for Inclusive Living Perth and

Kinross (continued)

Year ended 31 March 2025

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Craig Wallace B.Acc.(Hons), F.C.C.A. Independent Examiner 18 North Street Glenrothes Fife KY7 5NA 30 April 2026

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Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Statement of Financial Activities (including income and expenditure account)

Year ended 31 March 2025

2025 2024
Unrestricted Restricted
funds funds Total funds Total funds
Note £ £ £ £
Income and endowments
Donatons and legacies 5
814
86,336 87,150 56,010
Other trading actvites 6
500
500 480
Investment income 7
574
574 607
--------------------------- --------------------------------- --------------------------------- ---------------------------------
Total income 1,888 86,336 88,224 57,097
=========================== ================================= ================================= =================================
Expenditure
Expenditure on charitable actvites 8,9
1,382
61,321 62,703 47,985
--------------------------- --------------------------------- --------------------------------- ---------------------------------
Total expenditure 1,382 61,321 62,703 47,985
=========================== ================================= ================================= =================================
--------------------------- --------------------------------- --------------------------------- ---------------------------------
Net income and net movement in funds 506 25,015 25,521 9,112
=========================== ================================= ================================= =================================
Reconciliaton of funds
Total funds brought forward 26,567 9,000 35,567 26,455
--------------------------------- --------------------------------- --------------------------------- ---------------------------------
Total funds carried forward 27,073 34,015 61,088 35,567
================================= ================================= ================================= =================================

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

Unrestricted funds can be used in accordance with the charity's charitable objectives at the discretion of the Trustees.

The notes on pages 9 to 17 form part of these financial statements.

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Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Statement of Financial Position (continued)

31 March 2025

2025 2024
Note £ £
Current assets
Debtors 13 2,490 798
Cash at bank and in hand 59,866 38,117
--------------------------------- ---------------------------------
62,356 38,915
Creditors: amounts falling due within one year 14 1,268 3,348
--------------------------------- ---------------------------------
Net current assets 61,088 35,567
--------------------------------- ---------------------------------
Total assets less current liabilities 61,088 35,567
--------------------------------- ---------------------------------
Net assets 61,088 35,567
================================= =================================
Funds of the charity
Restricted funds 34,015 9,000
Unrestricted funds 27,073 26,567
--------------------------------- ---------------------------------
Total charity funds 16 61,088 35,567
================================= =================================

For the year ending 31 March 2025 the charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies' regime.

These financial statements were approved by the board of trustees and authorised for issue on 30 April 2026, and are signed on behalf of the board by:

C Godfrey-McKay Trustee

The notes on pages 9 to 17 form part of these financial statements.

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Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Notes to the Financial Statements

Year ended 31 March 2025

1. General information

The charity is a public benefit entity and a private company limited by guarantee, registered in Scotland and a registered charity in Scotland. The address of the registered office is The Gateway Centre, North Methven Street, Perth, PH1 5PP.

2. Statement of compliance

These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (Charities SORP (FRS 102)) and the Companies Act 2006.

3. Accounting policies

Basis of preparation

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.

The financial statements are prepared in sterling, which is the functional currency of the entity.

Going concern

There are no material uncertainties about the charity's ability to continue.

Disclosure exemptions

The entity satisfies the criteria of being a qualifying entity as defined in FRS 102. Its financial statements are consolidated into the financial statements of (enter name of group financial statements) which can be obtained from (enter detail). As such, advantage has been taken of the following disclosure exemptions available under paragraph 1.12 of FRS 102:

(a) No cash flow statement has been presented for the company.

(b) Disclosures in respect of financial instruments have not been presented.

Judgements and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.

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Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

3. Accounting policies (continued)

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes.

Designated funds are unrestricted funds earmarked by the trustees for particular future project or commitment.

Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal, and fall into one of two sub-classes: restricted income funds or endowment funds.

Incoming resources

All incoming resources are included in the statement of financial activities when entitlement has passed to the charity; it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

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Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

3. Accounting policies (continued)

Resources expended

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement of financial activities to which it relates:

All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apportioned between the activities they contribute to on a reasonable, justifiable and consistent basis.

Financial instruments

The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at the carrying value plus accrued interest less repayments. The financing charge to expenditure is at a constant rate calculated using the effective interest method.

Defined contribution plans

Contributions to defined contribution plans are recognised as an expense in the period in which the related service is provided. Prepaid contributions are recognised as an asset to the extent that the prepayment will lead to a reduction in future payments or a cash refund.

When contributions are not expected to be settled wholly within 12 months of the end of the reporting date in which the employees render the related service, the liability is measured on a discounted present value basis. The unwinding of the discount is recognised as an expense in the period in which it arises.

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Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

4. Limited by guarantee

The company is limited by guarantee and, consequently, has no share capital.

5. Donations and legacies

Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Donatons
Donatons 814 814
Grants
Perth & Kinross Council 48,552 48,552
Disability Equality Scotland 800 800
The Natonal Lotery Community Fund 20,000 20,000
The Gannochy Trust 10,000 10,000
Support Choices 6,684 6,684
PKC Equalites 300 300
---------------- --------------------------------- ---------------------------------
814 86,336 87,150
================ ================================= =================================
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Donatons
Donatons 519 519
Grants
Perth & Kinross Council 45,852 45,852
Disability Equality Scotland 639 639
The Natonal Lotery Community Fund 9,000 9,000
The Gannochy Trust
Support Choices
PKC Equalites
--------------------------- --------------------------------- ---------------------------------
1,158 54,852 56,010
=========================== ================================= =================================
6. Other trading actvites
Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Training income 500 500
================ ================ ================

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Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

6. Other trading activities (continued)

Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Training income 480 480
================ ================ ================
Investment income
Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Bank interest receivable 574 574 607 607
================ ================ ================ ================
Expenditure on charitable actvites by fund type
Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Charitable actvites 61,321 61,321
Support costs 1,382 1,382
--------------------------- --------------------------------- ---------------------------------
1,382 61,321 62,703
=========================== ================================= =================================
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Charitable actvites 179 46,332 46,511
Support costs 1,474 1,474
--------------------------- --------------------------------- ---------------------------------
1,653 46,332 47,985
=========================== ================================= =================================
Expenditure on charitable actvites by actvity type
Actvites
undertaken Support Total funds Total fund
directly costs 2025 2024
£ £ £ £
Charitable actvites 61,321 61,321 46,511
Governance costs 1,382 1,382 1,474
--------------------------------- --------------------------- --------------------------------- ---------------------------------
61,321 1,382 62,703 47,985
================================= =========================== ================================= =================================

7. Investment income

8. Expenditure on charitable activities by fund type

9. Expenditure on charitable activities by activity type

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Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

10. Independent examination fees

2025 2024
£ £
Fees payable to the independent examiner for:
Independent examinaton of the fnancial statements 850 924
Other fnancial services 532 550
--------------------------- ---------------------------
1,382 1,474
=========================== ===========================

11. Staff costs

The total staff costs and employee benefits for the reporting period are analysed as follows:

2025 2024
£ £
Wages and salaries 44,062 32,330
Employer contributons to pension plans 1,142 951
--------------------------------- ---------------------------------
45,204 33,281
================================= =================================

The average head count of employees during the year was 3 (2024: 2). The average number of full-time equivalent employees during the year is analysed as follows:

2025 2024
No. No.
Ofce staf 3 2
================ ================

No employee received employee benefits of more than £60,000 during the year (2024: Nil).

12. Trustee remuneration and expenses

No remuneration or other benefits from employment with the charity or a related entity were received by the trustees.

During the current and prior year no trustees claimed any expenses.

13. Debtors

2025 2024
£ £
Prepayments and accrued income 819 798
Other debtors 1,671
--------------------------- ----------------
2,490 798
=========================== ================

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Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

14. Creditors: amounts falling due within one year

2025 2024
£ £
Accruals and deferred income 1,109 2,443
Social security and other taxes 12 765
Other creditors 147 140
--------------------------- ---------------------------
1,268 3,348
=========================== ===========================

15. Pensions and other post retirement benefits

Defined contribution plans

The amount recognised in income or expenditure as an expense in relation to defined contribution plans was £1,142 (2024: £951).

16. Analysis of charitable funds

Unrestricted funds

Unrestricted funds
At At
1 Apr 2024 Income Expenditure 31 Mar 2025
£ £ £ £
General funds 26,567 1,888 (1,382)
27,073
================================= =========================== =========================== =================================
At At
1 Apr 2023 Income Expenditure 31 Mar 2024
£ £ £ £
General funds 26,455 1,765 (1,653)
26,567
================================= =========================== =========================== =================================

Unrestricted funds can be used in accordance with the charity's charitable objectives at the discretion of the Trustees.

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Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

16. Analysis of charitable funds (continued)

Restricted funds

Restricted funds
At At
1 Apr 2024 Income Expenditure 31 Mar 2025
£ £ £ £
Perth & Kinross Council 48,552 (26,508)
22,044
The Natonal Lotery Community Fund 9,000 20,000 (19,000)
10,000
The Gannochy Trust 10,000 (10,000)
Disability Equality Scotland 800 (800)
PKC Equalites 300 300
Support Choices 6,684 (5,013)
1,671
--------------------------- --------------------------------- --------------------------------- ---------------------------------
9,000 86,336 (61,321)
34,015
=========================== ================================= ================================= =================================
At At
1 Apr 2023 Income Expenditure 31 Mar 2024
£ £ £ £
Perth & Kinross Council 46,332 (46,332)
The Natonal Lotery Community Fund 9,000 9,000
The Gannochy Trust
Disability Equality Scotland
PKC Equalites
Support Choices
---------------- --------------------------------- --------------------------------- ---------------------------
55,332 (46,332)
9,000
================ ================================= ================================= ===========================

Name Purpose

Perth & Kinross Council Contribution towards running costs of the charity.

The National Lottery Community Fund Contribution towards running costs of the charity. The Gannochy Trust Contribution towards running costs of the charity.

Disability Equality Scotland Contribution towards running costs of the charity. PKC Equalities Contribution towards running costs of the charity. Support Choices Contribution towards staff salaries.

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Centre for Inclusive Living Perth and Kinross

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

17. Analysis of net assets between funds

Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Current assets 28,341 34,015 62,356
Creditors less than 1 year (1,268) (1,268)
--------------------------------- --------------------------------- ---------------------------------
Net assets 27,073 34,015 61,088
================================= ================================= =================================
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Current assets 29,916 8,999 38,915
Creditors less than 1 year (3,348) (3,348)
--------------------------------- --------------------------- ---------------------------------
Net assets 26,568 8,999 35,567
================================= =========================== =================================

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