THE DUKE OF EDINBURGH'S AWARD PERTH & KINROSS ASSOCIATION CHARITY NO. SC051572 RECEIPTS AND PAYMENT ACCOUNT FOR THE YEAR ENDED 31 MARCH 2023 EQ Acmuntants LLP Pentland HOLW Sallire Centre Glenrotheg KY6 2AH
THE DUKE OF EDINBURGH'S AWARD PERTH & KINROSS ASSOCIATION CHARrrY NO. SC051S72 TRUSTEES, ANNUAL REPORT FOR THE YEAR ENDED 34 IAARCH 2023 The TtU51ees have pleasure in pre3entlng thelr reFQrt together wilh the fin8ncial slatements kn thè year ended 31 Marcl) 2023. The financial statements have been prepared on a merger basis, Fncorwrating the records of The Duke of Edinburgh's Award Perth & Kinross Associab"on- SCI1> charity number~ SC051572 th Perth & KinTOSS Duke of Edinburgh's Award Assoc- charity number- SC021937. The SCIO was set up to take over the assets and liatilities of Perth & Kinross Duke of Edinbuigh Award Assoc and unlil the transtion the financial records have been mersed. The comparative infornptlon in the financial slalemenls solety relates to The Perth & lfjnross Duke ol Edinbufgh's Award As50C. Prin les Add admin ¢Jof .com Websfte mcnl and A c>intment of Truslees Anyone who w¢xJld like to become a TTU51ee can pul foNMrd their narre tr consideration to the t)oard. The board wlll then make a decision on an individual basis Tegarding the suitabilty ofthe applicanl. Memtership elects an Executive Cornnitr.
THE DUKE OF EDINBVRGH'S AWARD PERTH & KINROSS ASSOCJATION CHARiff NO. SCO51572 TrUSTEES' ANNUAL REPORT FOR THE YEAR ENDED 31 MARCH 2023 cOnstOn The Charity is a SttiSh Charitable Incorporatsd Organistion l a SCIOI. It was registered on 08 February 2022. The SCIO was formed to take over the activitses. assets and liabilities of Perth & Kinross Duke of Edinburgh's Awrd Assoc. SC021937. This pro5 is ongoing. charitsb Pu To advarsce the mental. physical spiritual welfare ofyoung Peop beknn the ages of 14-25 ye5 d by promoting the scheme of Awards knrywn as the Duke of Edtnburgh's Award. And in particuLgr Ibut withoLrt weiudice to the generality of this objecti ". to assist young pwle to partcipate in the $Cheff., to establish a group of users to Cordinate the delivery of the Scheme at l¢xal level: to prorte the Scheme Icolty. by recrLtits'ng adults, helping to establish Open Awa Centres and use the media., to pool resources of leadership, equipment and facih'ties., to help participants who have started the Scheme under one Operalbng Authority to Isk up with other agency lo complete the Award.. to help independent participants not attached to particular Award Unils; to arrange Award Presentattons in conSu110n with the Operaling Authority; to train new leaders and volunteers". to maintain contaGt with Award Hoklers: to nKJnitor standards to ensijre a degree of unifomNty" to share good praCce to improve standards. iv) vi} vil> ix) xi) ese Level of unrestn.cted reserves are £61.821 to cover liabilities should Ihe charity wiftd up plus restricted fvnds of£110.538.
THE DUKE OF EDINBURGH'S AWARD PERTH & KINROSS ASSOCIATION CHARrrf NO. SC051572 TRUSTEES. ANNUAL REPORT FOR THE YEAR ENDED 31 MARCH 2023 Chails Report March 31st 2023 In last y*s annual report we said we wi Contlnue to generate Income and Increaso our Gapaclty to comolidate and expand As of 31 March we had generated £152,666 of income from granls. We had eamed £46,316 in contracts for services provided. Our best ever. In totsl. we received £198.982 and have Several more b¢ds pending that we are optimB about. Much of the grant income was due lo us having a dedicated Fundraising and Partnetships ManageT who knows the work of our Association at first hand. and who is able lo write bKls of the hmjhesl qualty demonstrating the impact of the Work we do As a consequence of this additional income we were able to appoint a Senior ManagerlDirector who facilitaled our move from being a non-incorporated charity to a n9 scio. In February. we promted tsyo of our devel¢)pment workers to the role of Operatsons Manager on a job share basis. We have one Development worker focusing on young people who have experienced trauma We ThId an accountant to manage our finances and bring a SpealiSm to the team that is needed io enable LSS lo manage our bigger budget. lo track Ouf spending. and lo sort and analyse our financial data. Twstees now have a fher source of information in a fommt that Is easier to interrogate. Over the previous 12 nx)nths our trjtal spending was £195,182 and nicome received was £199.997. Expand tho number of volunt•or8 and mentorn Our group of adult volunleeTS in the garden al Megginch expanded to 4 regulars. The consequence is the garden is now well maintained and thriving with fiowers and vegetsbles gmng the young people a variety of experiences- both gardening, hard landscaping and cooking the produce grown. We have employed of our sttKlents who have gone through the Slarfish Way- one as an Ambassador and ntOr, and one as an apprent outdts)r ¢Jevelopment worker. This is a nde1 we wish to continue. Develop CultybAggan Gamp as a witre lor rtsidential experlences for thos9 wlth ASN ring 2022 we agreed terms for securing the rental ot a hut after refurbbshment by tr Comrie Development Tnjst In January, after we were infOnTd that the renovat$ couldn't take place. we renegotiated temis, and are seeking fvnding lo undertake the refvrbishmenls ourselves. We anticipate secuftng £34k from the Wooden Spoon charity. yel to be confiTmed. We already have great interest from a fijnder who wishes lo support our work and befieves in our ambitions INe used Cvltybraggan a5 a camping base for our Sier expeditK)n training in Sept 2022. It was a great success providing toilet facilities and a dry hLrt with severe rain outsidel We aim to use il as a basecamp for expeditions, a centre for ASN residentials. and as a facility to help young people begin to lake Ihe fitst steps towards independent living. We will also use it for famity reshsentials.
THE DUKE OF EDINBURGH'S AWARD PERTH & KINROSS ASSOCIATION CHARifY NO. SC051572 TRUSTEES, ANNUAL REPORT FOR THE YEAR ENDED 31 MARCH 2023 Dev•lop our Distance Learning Hub so It18 the.go lo- reu¥¢9 for tho$fj Seoking a681stan with thoir sectlonal challeng8s- or simply fvn challenges to do. In its first year {it launched in January 20221 it has reached over 300 regular vsers. Since iys fonnal was re designed and launched in Feb 2023 lusers now have their own "dashboard") there were 53 registered users in the first week We provyde online mentr)ring and assessor help to over 50 young people The range of sets of modules has incTeased massivety leaching oul to a WKler audience Audio files are now being added to enable those with visual impairment andlor reading drffKuths. to have access Ensure our learnlng gxperiences are of the hlgh•st quallty and flttod to the ne•ds of young È provide a range of "Starfish programmes" fof groups of young people lch are matched to their needs. Groups this year include Perth Hwh School, Blaifgowr HS, CASA (for refugees and asylum seekers). Empwabiltty Skills. "P•len and Children Matterf. and Young Carers. We provKle high nurture progtammes on a 1..1 basis with referrals coming from Social Work We have provided a successful day programme lo Methven PTrmary SchcK)l. Individual Action Plans have Len introduced to aid our planning to meet needs and are mainlained by our development workers Our range ol locations. and activities we can provide, eTrab us 10 match need. Megginch Casue Estate provides. privacy, security, a calm environment, a therapeutic environmenl bul also an environment with k)Is of experiences- including heritage, wildlife, gaidening. woodwork, archery, outdoor cookery, bushcrafL meditation. navigation, photography, fitness trail, and socializing in the Coorse Hoose. We use Aberd3 Church fr)r Christrnas wreath making and are k)oking to use it as a base for other activities. Cultybraggan will enable us to provide a progressrve experience for those a little more confident and able to be fijrther away from horrt. And we use other locations for walks, paddleboarding. liiter picks. and new environments eg the beachl QUamIll ar Auchengarrich County Park also provide great locations for varied ath"vib"es. A new member of staff appointed this year means we can provide certfficated First PJ"d courses to our young people We are buikjing into our programmes. the John Muir Award. Ihe Saltife Award, the Hertsge Hero Award. the Duke of Edinburgh's Award, the National Navigation Award Scheme. the Dynamic Youth Award and Outdoor Leaming Awards. LhtevementlAward successes this year Iso far)- T¢Xal number ofyoung people we have worked with Bronze sectional certificates eamed Silver sect.onal certtficales earned Gokl section21 certificates eamed Full bronze Awards Full Gold Awards 194 82 12 Young people to secure jobs Young Peop went on to College
THE DUKE OF EDINBURGHPS AWARD PERTH & KINROSS ASSOCIATION CHARITY NO. SC051572 TRUSTEES, ANNUAL REPORT FOR THE YEAR ENDED 31 MARCH 2023 Personal devdopment imp slab's1$ Neady Atl180%+) Most 50-80% Some 21>50% Fthv ss than 20% Confidence Communications Self Esteem Attendance Leadershi Res nsible Em Resilier We ensure that staff are'mhed" to the young people to besl meet needs. Improve our reporting so Ihat the Impact we make Is clear, powerful. and easily communl¢at•d Our reports from April 2023 will be based on the key theffs thal errErged in our strategic development planning pre$s. A prc£ess that involved full consultation with young people. parents, staff. volunteers and Trustees. The consultation took place both online and at two key events- a stsff "away day and a full day's Conferents based in the premises al Perth Autism. Ewdence will comprise photos, quotstions, charts showing numbers of partscipants, sessions and awards achieved. Charts will a150 shrhv imp8cI in skill development such as resifience, teaTrAvo¥k, commun10. ability to follow instructtons, safety and empathy. Ensure our communlcatlon and dlalogue wlth reforrlng groups li tho best ft be Pre programme planning ar review rneetings offered to referrers Referral forms piloted and feedback gained Ih151ingness to attend case COnferenS and wovide progre55 reFths We listen and respond to referrers needs and reviews Reach out to even greatsT numbgrs of young poople as our Capac pemihs INe do remarkably well as we have onty two development workets and support young people with a high level of need meaning staff ratios vary trom 1..1 to 2..6 Over 50 young people receiving online mentoring and assessment on the DL Hub 3 referrals from Social Work requiring 1..1 come on a weekly basis, 3 rr¥Ne'in the Fmpdifie" 88 young people have experienced the Stsrfish Way programme this year, from 8 week blo¢ks to 30 week blocks
THE DUKE OF EDINBURGH'S AWARD PERTH & iaNROSS ASSOCIATION CHARITY NO. SC051572 IRUSTEES. ANNUAL REPORT FOR THE YEAR ENDED 31 MARCH 2023 other Tthable achl•v•monts includ• Our irrflasre at Megginch continues to improve- 3 new raed beds have been built fr)r the new plantir4J season A wildlife'hide. and night vision cara$ are in use Ouf strategic plan has been completed after a thorough consultaboft prccess We have restrVdu. and stren9thened our team, by recognizing their talenls and CA)mmitment and provhging career pathways wthin thè o aniz#b"on 1$ nu our fvlltime"Funding and Partnerships Planagerf and sharing the role of peratsOnS Managerf. Our Assttiats"on rests on ts¥o' pillar¥ '0ratn$ Team" and the"Business Team". Key Tru51ees are designated to oversee key aspects and repKSrt back to the Board. Slaff ITaining- our development workers twe undertaken a huge range of training reknnt to D of E, but also working with children with ASN Becoming a SCIO Next stops Refurbish our hut al Cultybraggan and make it operational Provide ASN residentials, iNlependent INing opportunilw. opportunities for young peoplè In Westem Perthshire Provide a Starfish progrnmme to Kinross, re&h out to other SCI15 8uiki fvrther infvastrudure at Megginth - ro ahgn the archery area and l)uild a low le1 traversing wall. Buikl a fikness trail Create heTrtage trails at Megginch. Cultybraggan and Aberdalgie Ensure young people gain 8 range of additional qualFficalionslAwards Train our stsff as leaders for- paddlelxJardirrfJ, climbing, archery, expediii)ns Further devek)p oui DL Hub Generate £250k for 23123 through a m.an of grants and contrxts Approxh CoTpyate tsinesSeS for support Devise and IMpment a three year fiJnding strategy Buikl acb.on plans based on our strategic plan for the next three years Implement our mafketing plan Increase our Board membership to include a young person Off6r Flrst traillirkg courses lo staff to generate incorrE {we aim to have a quaFtfied member of stsff by the summef to lead this) "m to gener* £30k ol income, through contracts Concludlng thoughts It has been a challenging year. for despite the huge progress made in fvndraising. partnerships, and direct work wilh young peopk, we did kjse some valued staff. This is a eth"on of lile. Things Change. We have to adapt. Seek opp)rtunity out of adversity. Be resilienl. Be there for each other. Be compassionate. Be tolerant. Be caring. The very eIerrts that we seek to develop n the young people we work with. And I believe that thts is what our staff. volunteers and TnJste8s have demonstrated. And it FS what our young peopk are doing t¢)0. which is why they are such an inspsralion to us.
THE DUKE OF EDINBURGH'S AWARD PEM & KINROSS ASSOCIATION CHARITY NO. SC051572 TRUSTEES. ANNUAL REPORT FOR THE YEAR ENDED 31 MARCH 2023 There are so many peopfe to thank for our team of supporters is grvmng all the time. for continuing to support us and give us ts use of her amazm estate. And for her wise and suppthe worts. Our staff team who now incILe tsvo young people, . You all fTAke a very , very special group of people. You are there for eh other, th&ie for the young folk. and your te"ef in the work you do is felt by every young person we work with. You make a differen¢e to their lives. Thank you. exh and overy one of you. operalions and business staff. for the work you do. Thanks to Ihe Trustees This has not been afi easy year for the Board bul togethe¥ we have weathered some stomiy moments. have kept the boat rr¥wing safely fopward, ar we n(Y4V have eamed the chance. logether th the staff and volufiteers. lo open up new experiences to the young people we are here for. Thank you for holding fasL and moving together towards Implementing our rnbined strategy. Our small but growing band of volunteers, what a huge drference you makg. The garden is beautiftbl. fruitfvl, and cared for environment because of your efforts YoLb sep4e as roie models to the young Feople who wltress lh8 care you show tcfwards the enVinnI and e&h othef. Thank Ya. Our trusted partners are growing in number. But the Gannochy Trust and Robertson Trust have teen the foundatK>ns and Ihe springboard to make what we do possiblè. Thank you for being there for us and supportirrfJ and encouraging and providing the core finances wilhwl whh we would stn]ggle to do the work we are doing. And, of course, Perth and Kinross Counul. the'umbrella. you provide for our Duke of Edinburgh's Award WOTk Is invaluable. Fnally. the people who we exi%t for . The young people we wort wrth are truty amaing. One youtyj man recent said to me about a memter of staff -.she fixed me". My repty was that he had fixed hinlf- wilh the help of Ihe member of staff. We are helping young people fjx themsefves. We are kmg a difference. And also to the parent5 that care for and bove then Priceless. Febnjary 2023
THE OUKE OF EDINBURGH'S AWARD PERTH & KIIIROSS ASSOCIATION Independ¢nt ExamlnorfB R•port to th• Tnwt008 of Peth & Kinr(s t¥ Of Edlnburgh Awth Aweiation l rnp((t on the ac<wnls ofth tharity forlhe year entsd 31 March 2tr23 whKh are Sot out on pages 9 to 11. Rrtpectiw mpon•lblllUts of tnmtees and •xamln The ChwiWstrL%leeB arè for the preparm of Ihe lUnts in accordance W¢th the temis of the Charilies and Tnjstoe Irwestsnent {Sc(thndJ Act 21x15 and the cha11t Airthnts Isthndl Regulalions 2(Th las . th¥ity trusteos consK1eT thatlh& audtt requrfement ot Regulalw 10111 Idl of the Aecounts ReguL2tiMS ¢)es not apply. li is rny fesponsilyllty to examlne the acc{Xts as rewired under sedion 44(11 Icl of the Act and 1¢ State ** Ihy eyarninalKJn is earried in accordarte with Regulation 11 of the ¢hilies {Scolland) 2c. An examination itxWJdes 4 rèwew of Ihe accounting records kept by the charity and a comparison of the zcctyjnts wesented th)se records. It also irxaudes COlder10n of 8rky unusual ilems or disdosures in the ar£ountS. WKI seek5 eXpL9rtfOns from the trustees cc#Keming any such mattets. The procedure# undertaken do not pmwde all the dence that vffjuld be le9led in an au(lil. and consequenlly l th) not tY4)ress an audrt oynK)n on Ihe vw 9nn by Ihe accounts. Ind•P•n •xamln¢es tatym•nt •)ith ¥t$ me reasonatle to beleve that in any Mat[ respect the requlrements." to k••p actsunling recortls in accordance with Secim 44111101 of the 21X)5 Act and ReguTr8lbJn 4 of ALtnts Regulalc. and 20[ kojunts Re9ulatiMs to in my opini, atten1 should be dra in orderto enat4e a Pfoper VThawstsrKI0 ofthe aCCnts to be reached. Profession Qudffication.. Chwiered AcKountant EQ Accwntsnts, P8ntJand House. Sa"re centre, Gnrothes, KY6 2AH
THE DUKE OF EDINBURGifs AWARD PERTH & KINROSS ASSOCIATION RECEIWts AND PAYMENTS ACCOUNT FOR THE YEAR E14DEO 31 RCH 2023 Unre¥lJld•d R••trkted Funds Fund• 2023 2023 1,010 46.750 Total 20 Total Incom• DonaTiofbS Grnnts Incorne Receipts from fundrnisiThJ activbts Other Incorne Gross receipts trom other tharttable actmtses 1.010 152.666 2.601 180,032 15,416 105.916 2.278 12.381 60,146 33.935 739,851 46.316 199.997 180.327 Expenses for ftjndraising activilies Payrrnts relaling directly to charitsble admlies: Wages 8 Pension Payrnents Rwt Insufance Fuel & Tfanswt Eypew Heat & Light Postage. Telephone. & Stationery ComF4Jte¥ Expenses Repairs & Renewals Professional Fpes Advertising Miscdlallecwjs EXSe8 Trainrng Expenges Distance Leamin9 HUB Wèbsite Creath)n Distance Leamir¥J HUB Expenses Starfish Way Expthdilure PKAVS Group CharyJe5 & interesl 43281 3.3C(I 2.149 87.315 130.596 59.978 528 2.677 3.942 2.523 2,216 3,093 1.155 18.205 265 1.928 1.373 2.118 1,696 554 1,424 1,475 2.523 2.137 2.898 932 15.5 126 1.445 814 195 223 1,122 1,732 2.651 139 3.529 3,114 22.776 250 2.275 10,367 307 2.525 16,626 307 85. 432 85,492 -25. 105.977 3.713 109.8 191.037 4,145 195.182 109.389 1.335 110,r24 89.El)3 Purchase ofequipmw STATEMENT OF BALANCES Openry Bank Balar Opennq Cash Balance 87.135 32 87.167 -25.346 80.3TI 167.512 32 167.544 4,815 97,9J9 32 97.g41 69,603 80.377 30.161 110, S4wplusl{DefirAII for Closing Bank BanCe (See Notes to Ihg Aecounts} Closing Cash Botanc¢ 61.789 32 110,538 172,327 32 172,359 167.512 61,8 10.5 Assets olher than cash on hand and al bank le* value) 12,335 12.335 12.33S Estu)Hted arrjts receNabie 7269 4,243 Estimated liabilities 1890 2,851) 1,188 Dated
THE DUXE OF EDINBURGH? AWARD PERTH & KINROSS ASSOCIATIOM YEAR ENDED 31 MARCH 2123 NOTES TO ThE ACCIXINTS a81$ 01 counlln These accounts have been prepared on the Retwts and Payments basis in accordafj with thp Chaiilies & Tru$tee Irwe5tnnt (Scollandl 2005 the charitSA¢Unts Iscdlandl Re93n8 2C#J6 las amen1. re and of fund vnreslridj funds ate Ihose Ihaf may be used at the descreb'on of the trustees in the fvtharKe of the otfjects of the thariiy Restrted rnay tsnty te for speofi¢ purposes. Restrictions arv 8ft spe(ar bythe dmoror wTrn funds are raised IOT a SFeofjc PUfKM)se Unrnstrl¢t•d Funds 2023 Fllnds 2023 tlons Perth City 9oys Amold Clark Grft AM Amazon Smik DL HUB orr1 desk donation Teaslcoffee Donation5 8C 251 13 427 100 1.010 1.010 1,010 1,010 2.601 In ldth0n to the above, the Gannochy Trust provMJes Offi 1xilit$ lo the Charity at a Judi rate 01 £3,fjW per annum as to the morket rate of£7,5LM) per annum. Unmtrlct•d Funds 2023 R•strlct•d Fund 2022 Grants Abert Hunt TrL6t ALPK Asda Foundation Comunity Investt fund Dyjrtal Lrfelines small grdnts Dof E Resillence F[xY The Gannochy Twst Icore Funding) Lottery FLthd Flourish grant Foundalion Scotlarnl SW 'nrosshire Fund Lottery Awards For All Lottery Yourvj Start Nirwah Trust Perth & Kj'nross Upskilling Fund Perth & rO$S DeveWnentWorker Salary Percy &llon Cha¥ity Rotary Club Skipton charitab Foundatr The Staff¢yd Trusl The Robertson Trust True Colour5 FITSt Port Ltd. Ad8pt & Tlvwe Ytxrth Ltnk Scotland Forteviot Trust PKC- Upskilling lund T8yshJe io.( 10.0 40.0ts) 40,COJ 8,280 20.010 10.oc 8.210 10.IYJO 3,OL 9,850 35,000 35.( 3,822 15.000 1,200 1.2 2,016 2,016 3.750 3.750 25,(] 47,CVX¢ 1.4LM) 1,480 1,480 46.750 105.916 152.866 160.032 io
THE DUKE OF EDINBURG AWARD PERTh & IQNROSS AssocfATION YEAR ENDED 31 IAARCH 202J IIOTES TO THE ACCOUNTS Unreslrf¢ted Fu Fw)d• 2023 r Incorne Minibus. Boma & Equiprnent hi C8shbaL- Vffgin Money 2,278 Unr•strlct8d Fuwtd8 2023 Fund 2023 from Chatllabkn Acti Min4bu5. 8oma & Equipment hire t2.021 12,381 33,835 33.935 45.856 46.316 Trnnsac¥ons b8lwee the charf dan trusteo No TDJstee rece femuneralion in Ihe year12022- Nill. the Tn&5tee was for rniWe- £471 12022- £1201 TpJstee was rarrLwJ for p¥ofessional lees. £W)12022. Nil) Breakdown and Movements kn Restrict Fn05 Transfer Inlloutl Total 2023 5.8(X) 42,026 1.175 18,280 1,480 26,216 Toul 2Z Fund Balance at 01 Aprbl 2022 Mini bus Starfish Conservation Hvb Training CuitybraEgan Piiza Staff 5alarie5 29.472 60,IK15 2,016 18.280 1.480 29,920 5(K> 21,850 139 851 47.451 -841 29,472 7246 -10,950 -500 .49.948 7.246 43.659 15.561 110 538 43,659 Mini busund- monies to be used to pur¢hase a milli bus stsrfish lund- monies to be used to coach & mentor ConservatKJnleardeningloutdoor attivities fvnd- monies to be used to a5515t with outdoor pursuit5 Hub fund- monies to be usedto refurbish room used by youn8 people and their families Tr•inln8 fund- monie5 to be used up5killing ernployees an ¥dunteer5 CultybraBgan fund- mle$tO be used towafd5 Costs associated with running the aLtNity centre Plzza fund- monies to be used to puicha5e a pizza oven Staff 5alarie5 lun4> monies io be used towalds geneTaS staff salarfes li