APPENDIX 1 OSCR Period stsrt dale Period end date . Month l Y8ar February | 2024 . From '. 2023 1 To Scottish Charty Regulator Office of the Scottish Ch*ity Regulator Reference and administration details Charity name Other names Gharlty Is knovm by R•glstor•d charlty numbor Charfty's prlnclpal addr9$8 Trustees of Abbey St Bathans Pansh VI18 Hall SC029212 88Ide Abbey St Bathans Duns Poslcodo TD11 3TX Nam•8 of th• charlty tru$tMs oft dat• of approval of Trusteg$' Annual Report '"Namo of porsort, (or body) ontltled to appolnt trust•• (If any) Trustse name Office (If any) Dales actgd sf Mr D. Osler I Chairp50n i Twsurer i Mrg A. Walker Mrs J. Dthie Mrs B. GoldlfrS¢ott Mr G. Doble 6 ! Mr C. Walker Mr J. VlliaMS 10 11 12 13 14 15 16 17 18 19 20
APPENDIX 1 Reference and administration details Names of all other charlty truste durfng the perlod. If any. (for oxample. thoso who rnslgnod part way through Iho fancIal poflod) ame Datss aGtgd If not for wholo year Structure, governance and management Type of gov•rnlng document The Charity WA$ establishe(l ty a Charitsble Trust Dead date4J 14 Aprl 1954 and thè Consthuljon 8dopt8d on 3 Febry 2rJ)9. Trustso racruftmont and appolntmont M¢mb¥rship IB to any resSd8nt In aThJ around AJ)bey Sl Bathan8 Vlllage who 18 interest8d in and 8upport8 th8 aims ol th8 Lyoup. Al mmtrrs have one vote, wlth the ex¢eptth ol the Chalrpernon. who in addth.on holds lh8 castlng vote. The ggnoral nrw3ement and contr{4 ofth& Charity. $ubAocts and the arrangement for tNr uso b8 Vest in a Management Commlttee. Al Anrnwl GeTaI Mo•tiThJ, mwnbers fjre 8ppYntwJ lo act as Chalrpovson, as Secr•tary #nd as Treasurer. At each Annu Ganèral Meth'ng these memb8rs 11 reb"r¢ b4rt wll bs dl9ibJe lor rHlgdon. Objectives and activities Charllabl• purposès To m•thin I Abboy SiBah8n5 Parkn Vwo Hal as 4 hall forth& bgnefi¢ d elYcryTr cl¥n[ rAth8 Pw&h st Bthrw 8urroundlng ¢lslrfc* To $0(# in1wlOn corMILThty Iwihin the vlL8ga and ft8 Immedlato 8urrtyJThts, <xyised wenls ofall ages dIstIln of 70 gwth6r 1890 amenlties.. Summary of the main actlvltl•8 In relatlon to these objKts The Vllag• Hall 1$ used fegularly by a numbor of groups and oTrJgnlgglksn8 meeth"rKJs arwj puWiG even tt also provKIo$ 8 wlient 8pace for the communty duriTrJ drffjIt per[¢18, such as power CLrts, exl]Mn8 (x)Id snaps. flcods Thergforg. bo(x)mlng the ' to 8pkn' during these drffKJJIt b"rn8S.
APPENDIX 1 Achievements and performance Sumrnary of the maln achlevements of Trds is the 3ecryNJ fuu yèar sIe the ¢JFenrw ofthe rwi Hall in December 2021. the charity during thg flnanclal perlod Cr o)mmunity has Continu using Ihese greatfacAkbe5 and l am delighted to rep)rt thal we have rnore Ihan met tyjr ObjtiVeS in tl folltr•AThJ ways.. - The Abbey St Bathans CarFet BIng Group wntinued to use the Hall. They meot Morwjay e¥enirvJs ben Octobor and March. The TalAe Tenni$ Club (x)ntinues to U8e Ihe Hall and ts very popular, lThJ fve tsble tnIS tsbles every Tuesday evenlng. We 1)sted (wor 30 ovonts (ab>Jl 24 gvents pgr monthl Induding: Local Govern Ev8nts suth as Communty CwnLIl meetings and MP'3 surgtsrio8" Parb'es >81 ¢vents I111j cel16th8, weddlros. blrthJay8. C4JncFts 8rKI quts20S." Hc6ted other d)8rt0&9. 8uch as PACT tho Unrty of Glasgow Sludents. knco"ation ICar>Je CAubl', ProvkJ8d 8paca fty m8etings' and Hcoted a 98lh8rfThJ to mBrk the Cor(3110n of HI$ Malasty Klng. AJI this acbmty demon8tr8t88 th81 thè Hal Is a fantsstic and n$sary ass81 our nmunrty v85 8rxl benèffts frLn greaty. I want lo th8nk the whole community aNI my fellow Tn&ste¢s fei 98tting in¥c4v, SLWtlng and wGouraglng suth gcoj uso of ow fine Vll&39 Hal. Financial review Brlgf $tatamont of th• charws pollcy on resorves The Charity m a 01£4.52812023: £4,724 for ygar on Its LhJriThJ tho yoar. thè Crity al80 rwxived tthtion from the Pre8trn 8nd Abbey Communty Tn Icarlty nwnber SCI)463831 that it was gifting thg full ra- cOrtstrti of Ihè Abbay St Bathar Ham over to the Charity fomowng conffirmation of tho lan¢knVnehIp. Fdknving lh& engagement of E¢Mn Thompson Cttarter Survgy<xs. a vduat*)n of £500.000 was recorded and re(x)gnised by the Charity as a ¢kn)atod asset bery TrteNed through an expendablo endowment fijnd trznsfer. D•talls of any deflcil Donaled facllllles and servlces (If any)
APPENDIX 1 Other optional information Declaration Th• tru$teo3 declare that th•y havo approved the trustees, roport abovo. Slgned on bohalf of th• charlty's tru•¢o•s Signaturn{sl Mr Duncan Osler OSCR WNI a¢¢¢pt dlgltsl or typwl slgnaltsrn• Mrs Andrea Walker Full name(s) Mr Dulan Osler Mrs Andrea Walker Position (e.g. Chalr) Chairperson Treasu Date 01.032026 01.032026
ENDLK2 Trustees of Abbey St Bathans Parish Willage Hall Receipts and ments accounts SC029212 OSCR S(ottish C1%3rty Ro%ulatoi Mth Section A Statcment of receipts and payments UnreJtriGled Total lund Toiallutbd8 lasi A1 Rocql Don&tiQ¥i¥ GRnty ReLSpi8 frtth luft1$n9 xbvths Gro¥s I[11ft9 rec4ptg 1433 18rwJ and buiklrffj8 R1¥ Irom knnd & twibthnq Gross rqc6YptB frorn othweh•thbl• 8¢UvlU¢s 2J Af Sub tot•1 9.793 Inv•Btm•nt Pr¢¢88d8fr sale rrflW Pro¢•ed$fw s dlnv•8lrnent5 A2 Sub ior•l 9,793 gOg,793 2.433 A3 P•ym•nt• ExwnevJ5 lorfuthNJ athlkis Inveulmenl ¢08t• I@11*•(10Ch•r5tsb adlvill 4267 4.752 PrepaR11L ul anrpAlac(thms A3Sub lol•l 5367 4,752 A4 Paym•nl• r•tstlnoto a•••t•nd InTlOnI mrMim•rrt• Purchasog ol Thxqd Bs68ts Purchoje ofh-Nethents A4 Sub iotsl 7.1$7 526 4724) A5 Tran$fws to I IfrnmlfvNIs 504SX 724
fvFPEM)LK2 Trustees of Abbey St Bathans Parish Villagè Hall Section B Statement of balances SC029212 Exp8ndab1q laÈt p9A B1 C••h lund• 133 14724} 4,933 Tthl B3 Oth•r4•••1• Tllti CwWr¢ 121 T• D•thll• U•blWU•• T4ts1 B5 CooUw•t)t Ik•bWIII•• SbJn•d Ql.03.WZO 01.0&2026
FPENDfx 2 Trustees of Abbey St Bathans Parish Willage Hall SC029212 Section C Notes to the Account5 C1 Nature and purposo of lurK15 {maybe on 8nèly&s of lunds wth(sheets) Prestrffj and AL4)eyC(ThuntyTryst Isccthh ClwtySC04&WI to Chbrtty during Ih8 Il corth H81 t U11h b8rfa(4th0 bboy St Both$ Cc¥Mmunty. Typ• of a¢UWty or proJoGt ¥upport•d C2 Gr•nts C3a Tru•t•• ¥•mun•ron Authorlty und•1 whlch p•ld C3b Tryit•# r•mun•rtlon- d•tall• C4a Tru•t•• •xp•n• (othMse ¢(*)Wet6 #•clhJn 4bl C4b Tru8teo •xponM•. nL• Nature ol relatiomh Nature of transactlon •nd C5 Tran•a¢don• wlth truat••8 and connect•d pwson• C6 Other Informatlon
ENDiX2 Truste•s of Abbey St Bathans Parish Village Hall SC029212 Additional analysis111 and To 2Gvw
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Eb¢Mc JZJ Irfjurydncè 1gJ 5T) In EV TrA &267 47P
PIPEF2 Trust•8s of AbW St Both• Parlsh Vill>Je H311 SC029212 Additional analy515121 R*tssffomknd&L 7¥] 4711 724
FENDLXI Trust$ of St Bathans Parish Vlllage Hall SC029212 Additional analysis131 fvnthJi Tr•th lllrom}frJRdb Natw•and fur 10
APPENDIX 3 OSCR S(ottth Charty Reguk Independent examinerfs report on the accounts Rgport lo tha Chty name trustogslmgmb8rs of Trustees ofAbbey St Bathans Parish Village Hal Rgglsterod charlty SC029212 numb•r On tho accounts of tho ¢harlty for tho perl¢)d Period start date M(x)th Period end date Month F$bwary Year Day 28 Year 01 2023 2024 Sot out on pag•• 1 Ipog88 1 to41 ar¥JWhYix 2 Ip&Jg6 5 10 101 R•gpeetlv• The ¢hanty's trustees are respx$ibla for the preparats.on of the accounts in accordance r•spon8lbllltle8 of wllh th6 tern of the Charities and Trustee Investment (Scotlandl 2005 Act and th8 tN•t3 and examln6r Charrties Accounts (Scotland) Regulations 20C6 {as amended}. The charity truslees sbJer that the audit requiremgnl of Re9aOn 10(1) Idl of the Accounts R89ulalions doas nol appty. It is my re5pwsibility lo examine the accounts as U$re und8r section 4411) Icl of the Act and to stale whether particular matters have come to my attention. Basis of Indendont My 6xamation ¢8rrlod In acojrdance wrth RogulatM)n 11 of the 20( Accounts •xamlnetrs •tatemont RegulatDns. An examinats'on indudes a review of the accountsng record$ kept by the charity and a Comparis of the acCnts presentod with those records. It also includes consideration of any unusu81 Ilems or disclosures in the accounts and seeks explanations from the trustees conceming any $uch matters. The procedures undertaken do not Frfovide all tho •vidence Ihat would be requir8d in an audrt and, consequently, I do not express an audit cpin)n on the view given by the ac£ounts. Indop•nd•nt •xamln•rfs In th? course of my oxamlnakn, no matter has coma to my 8ttents'¢)n 8tstsmont whlch gives rne reasonable cause to bolieve that in any materi81 respect the rèquirements: to keep 8c£ounting Te¢crfds in aLxordance wilh secbon 44(1) {a> of the 2005 Acl and Regutation 4 of the 2006 Aecounts Regulations. and to prèpare accounts whith accord wrth the accounting records and ¢ompty wilh Regulati 9 of the 2006 Accounts Regulatr)ns have not bean met, or 2. to which. in my opinion, attention slKwld be drawn in order to gnabb a proper understanding of the act(nts to be reached. Slgnfj. c. M. Frame Dato: Namo: Colin M. Frame R91evant professlonal quallfiGatlonls) or body institute of Chartered Accountants of Scotland (If any): 02.03.2026 Addross: 17 Walkergate Berwick-upon-Tweed Northumberland TD15 IDJ 'Plea3e dete the )rds in th8 bracds rK* apth. ¢Jo4yPy. sel mattw8 Io yfAJr 8tt8nlon on the fdlowiry page. - OSCR Mll awldytal or tyd 5vJrwttxBS
APPENDIX 3 Disclosure section Only complete rf the examiner needs to highlight material problems. Glvfr Iwe brlef detalls of any Items that the examlner wlshes to dlsclose