APPENDIX 1 OSCR Period Start dale Month Year Sept 2024 Period ènd date Month Year Aug Day 01 From To 31 2025 Scottish Charity Regulator Offic8 of the Scottish Chrlty Rollulator Reference and administration details Ch•rlty n4m• Oth•r n4m•• charlty l• known by R•gl•t•r•d ¢h•rfty numb•r Ch•rlty'• pflnclp•l addr••• We81 Lothian Unlver8ity of the Third Age We8t Lothian u3a SC038021 8 Faraday Place, Addiowell. N•81 Coldor. We81 Lothian, Po•t¢od• EH55 8NG Nam•• of th• chArlty tru•t•M on d•t• of •pprov•l ol Tru•t•••' Annual R•port D•t•• •ct•d If not lor whol• ymr Nim• of p•rnon (or body) •ntltl•d to •ppolnt tru•t•• Ilf •ny) memb •1 AGM Tru•t•• nm• Anno W818h Choirper8on 16.10.24 waj vice- ¢h&lrporson unlll AGM 18ob81 Taggart Tr8a8urer Mombern at AGM Unli116 10 24 and Ihfjn wa8 c¢>opled aj ¢ommltt•o mOmr Irene McCry8111 Secretary Mambern at the AGM Anne Brown Momber8hip secrglary Programme •e¢r¢lary Group8 coordin8lor Minute Secretary Committee member Committoe member Committ90 mèmbèr Committee member Momber8 at the AGM Jane Benj8mln Member8 al the AGM Gavln Brown Libby Gilliv6r Lind88ay Burton H8alher McBay 10 Eil08n Ward 1 l Eikqen Seer From 16.10.24 Member8 81 the AGM Members 81 thè AGM Members 81 the AGM Members al the AGM Member8 al the AGM Members al the AGM From 16.10 24 Reference and admlnistration details Nme• of all ottter chrlty tru•t•o• durlftg th• porlod. If any, Ilor •xampl•, tho•• who r••lgn•d part w•y through the flnanclal p•rlodl Nam• Datm •¢tsd If not for whol• y•ar 16.10.24- resigned 4.7.25 Stepped down 81 AGM Stepped down at AGM Albert Harris 8rian Gray Christine Eg6rton
APPENDIX I Structure, governance and management Typ• of uov•rnlng docum•nt Wesl Lothion u3a 18 an unincorporated organisalion and a member of the Third Age Tnjst. It is monaged by 118 con8trtution which 1$ ba88d on that of the Thircl Ago Tru81 Tru•t•• rnCfultm•nt •nd •ppolntm•nt Commrttoé Iboardl ar8 g8n8fally elected 81 the AGM in October and serve a fv40- year term but can sl8nd again. Chaifper80n and vice ch8irper80n can 8tand for further y88r. however rf there sie no ntsminalions for Ihesg post8, they Can excepl+onally be rewelacted for a further y88r. OlheT office bearer8 and committee members may sland for 8 furthor Nvo yoars up lo a maximum of six years. Th6 total maximum period on the commiitee 18 len years in total, in any position, even il there ore break8 behveen period of Service. Objectives and activities Ch•rftabl• purpo••• The oblocts of We¥t Lolhian u30 are the 8dv8nc8ment of •¢Ju¢4tn, In p8rtkular older people and Ih08e who have rolirgd from full time work, by all meon$ Including a0t1818d activitie8 conducive lo learning 8nd Pofsonal developmenl. Summary ol th• maln actlvltlu In most months of the year, an Opgn Meetlng t8k•B place. wh•n Inv¢t•d gu•8tJ In r•l•tlon to th••• obJ•ct• glve8 a talk on a wida varfety of Subject that are of interest lo our members. Ther• were 8180 22 81udy group8 during thi8 peri¢)J to which memtérs were encouraged to attend and p8rtielP81è.
Achievements and performance Summary of Momb•r8hlp Al the ond of the year. membership stood al 123, oneloss than the previous yoar, thè maln though Sadly hvo members died during that period. We thank our membership ¥ecretsry, Anne Brown aehl•vomont• for her hard work in koeping in contact with m8mbgrs during that limo, of the char durlng th• f4nan¢lal perlod Att•ndinc• Average attendance al Open Meeting8 was 36, slightly down on the previous year. Open meeting$ Thèsè aré u8ually held at Uphall Communtty C•nlr• and we thank our Prc#3ramme Sècretary, Jane Benjamin for organi8ing a range of inleresling speakers throughout tha year." Th8¥e included Playlist lor Life - a music 8nd dementia ch8flty', Falkirt and W05t Lolhian Fire Service- Safety in the home and cornmunity 8upport', Citizèn8 Advic6 8ure8u- talking 8boul their work and thè Importanc8 of volunteers., A Forum at which three member8 gavo Short talks of things Ihey'd done e.9 18ken part in TV quiz programmes, Spèeeh Thèrapy 8nd quilling, th? last $howing many excellent samples of their work, A membor from anolh8r u38 speke on g religious Gounlry like Scotland 901 Involved in Slavery and how they helped end it.. A Laugh on th6 Ocèan Wav88- an amu8ing tolk from 4 fornor ¢ru18e captain.. Cake and Coffee session on b8half of Poppy Scolland., Radio in My Life- a radK> enthusiast who came a bilingual broadcaBler', Th• Dogi. Tru81~ A talk on their work wlth tho help of tho 8p8•kel8 own rescua dog. Aetlvltl•• We thank our Groups, Coordln8tor, Gavin Brown for his hard work supportln9 exisllng group$ and on¢our8ging naw ones. There Are 22 active study group8 ond 3 domanl one•. Group8 that meel al Uph811 Community Centre are.. Book Group, Craft. Di$cu$$ton, History, M•h- Jong, Music for AJI, Po•lry, Poetry Extfg and Pogtry Plu8, Quiz, S¢rabbb and Ukul81a, Group8 meeting out with Ihg C¢)mmunity C8nlre are.. Art 4opreciation, French Conv8rs8lion, Garden Visits, Lun¢h Group, Out and About, ScionGe Im•o1$ on Zo¢ynl, S¢ribblèrs, Strolling Group and the Walking Group. WE encourage member8 lo ¢on•ldor If they could 8UPWrt addllionAI groups In any w4y. Our m•mber8 Only Facébook page h•• 82 mombor8 8nd a publtc p8g• whl¢h contlnues lo attrncl Interest. A nSletter 18 publishgd monthly and emalled to tho88 wkh email address88 8n¢J po8t•d lo tho•• wilhoul. Somo memborn of W881 Lolhian u38 •ng8g• with the Scotland wd• movement and the u3a UK. Financial r8vlew 8rl•l •t*t•ment of tho ¢harlty'$ pollcy on rn•0rvo• Our Irea8uror Isabel Taggart continues lo keep an eye on our finances 8nd keeping the r•81 of thé committee up lo dale, we thank her for this important work. Our in¢omo f¢y the yèar was £1,194 more than expendilurg. 8 slwhl incr8a8e on the previous year. leaving our reserves 8t £4,992, 8 81ighl increasè on the previou8 year. Thi8 may 888m morg than on organi581ion like ours 8hould hove in reserye bul as there 18 uncertalnty over the luture of our main venuo. there 18 the likelihood that meèting cost will inGrèase from April 2026, Nevgrthelesy, Il was decided lo leave the subscription charge 01 £20 for the coming ye8r.
Dotll• of any d•flclt Not Applicable Oonat•d lacllltl•• •nd rvlc•• Ilf •nyl Not Applicable APPENDIX 1 Other optional information Declaration Th• tru•t••• d•clar• th4t th•y hav• pproY•d th• tru•t•••' f•POrt abov•. Slgn•d on b•h•N of th• ch•rfty'• tru•t••• Slgn4tur•(•l OSCR wlll K¢•pt dl91 or typ•d 8lqn•tur•• Full n•m•l•l Anne Walsh 18atel Taggart Po•Mlon (•.9. Ch•lr) Treasurer ¢hairper8on D•t• 14.10.25 14.10.25
ANNUAL ACCOUNTS Rocolpts and Paymonts Account for the year onded 31 Augu•t 2025 Unre•trlcted 202446 RMtrlcted 2024-2S TOTAL 202&26 Total 2023-24 R•ulpt•'. Annual membernhip subscriptions Meeting Attendance fees HMRC- Gift Ald Donations Christmas party Summer paty Ukulele Group Lunch Group M18cellaneou$ Recelpts Nt)t•: 3,200 332 242 3,200 332 242 2,119 344 257 820 820 516 576 72 85 4,658 4,658 Sale of Fixed A8sel8 & Investments 4,658 4,658 P•ymonts: Venue 8tt8ndance feés Cosl of speakers Ilncludlng expanses) Other meellng expan8es M8mber8hip fees pald Travel & conferonce 8xpen8e$ Sothvare Licence Feas Christmas paty expenses Summer party ?xpense8 Publications ITAM Magazlnel Slat*onery & Printer Consumableg Equlpmenl Postsge Gifts made Preparation of Accounts Ukulele group Mis¢ellaneou8 Poyments 231 31 1,930 231 31 1,530 120 28 993 181 181 840 123 542 437 48 437 48 75 21 42 63 so 42 81 50 34 50 12 3,464 12 3,464 Surplus l {Deficitl for year 1,194 1,194 Unro$trl¢tod 2024-25 Restrlct•d 2024-25 TOTAL 202&25 TOTAL 2023.24 Re•erve•: Opening ba18nces 8t 0110912024 Surplus I (Deficill for the year 3,798 1,194 4,992 3.798 1.194 4,992
Repre¥ontad by: Bank of Scotland Business Account Cash in hand 4,952 40 4.992 4,952 40 4,992 3.758 40 Invlmonts - None Other assèts (depreciation by 20% pa} Printer yo•r purcha¥8d ortgln•l ¢o•t 2012-13 2015-16 scrapped 43 24r8wer flling cabinet digitsl keyboard USB memory st*k8 pre88nler for PC Lenovo18ptop computer, mouse and bag table top display board rotary paper trlmmor computer cable mu8ic stsnd MS office 8ofNv4r8 2015-16 195 2015-16 92 2015.18 40 2016-17 330 2016-17 112 2016-17 19 2016-17 20 2017-18 25 10 2017-18 30 72 Printer 2018-19 18 labelling ma¢hln• Mu61¢ Stand8 2018-19 27 16 2021-22 20 18 39 Llabl1ltl Non• Conllng•nt Ll4bllltlo• - Non• Note8 to tho •¢¢ounts: 1. Adjusted for differences in Year end Total of Membership and Donations for the y?ar -£540 paid into bank account in August 2024 but showing in Beacon for September 2024 +£1240 paid into bank account in August 2025 but showing In Beacon for September 2025 2. Donalion8 added to Memb8rship to take account of Gift Aid part of 3. Membership fees paid-. Third Age Trust Membership Fee81£5301 and Uphall Comrnunty Centre1£1,0001
- Sofvlare Licere fees patrd. B&acon Licence Fee1£1311 and Srteworks1£501 Approved by the trustees on and s18ned on their behalf 19 Anne Walsh (Chalrl Isabel Tag8art ITreosurerl
APPENDIX 3 OSCR Scoiith Chanty Regulator Independent exarnlner's report on the accounts R•port to the Ch•thy n•me tru•t•6•lmemb•r• of West Lothian University of The Third Age R•gl8t•r•d ¢harlty SC038021 numb•r On th• Account• of th• charlty for th• porlod Pefiod 8t8rt dalè Mornh Period •nd 0810 Month DIY Year Y•ar 01 September 2024 to 31 August 2025 S•t out on pagm Imrn•mo•i IA¢lud• In• pig• mb•rn of•dlliVM41 •1•) Ro8p•ctlv• Tha chArlty's Iruslo•8 ara r88ponsible for tho proparallon of tho a¢UNtI in ac¢ordanc• r••pon•lbllltl•• of with tho lerm$ of the Charities and Tru8188 Investment (Scollandl 200S Act and th? tru•t•n •nd •xmln•r Chari1108 Account8 Iscotlandl Regulolions 20061as amènded). The Gharity Iru81088 Consider Ihgt the audit r8quir8menl of Regulation 10111 Idl of the AVnI8 Regution8 does not apply. It 18 my rosponsibility lo examine thè account6 08 rèquired under 8eclion 44111 Icl ol the Act and to 8ts18 whether particular mallor$ havo come to my att&nlion. B••l• ol Indep•nd•nt My oxaminalion 1$ c8rriad out in accordance with Regulatwjn 11 of the 2006 Ac¢ounl8 •Mmln•r'• •tst•m•nt Regul8lion$. An examination inGlud•$ 8 revi8w of the accounting r¢cofds kept by the charlty and a comp8ritson of the accounts presenlg¢J with those records. 118180 includes ¢onsid8rallon ol any unusual item8 or di108Ur01 in the account8 and 8eek8 expl8nalions from the Iru$leg$ concérnlng any 8uch mallers. The proc8dure8 und8rt•kon do not provide all th èvld8nce that would be requirod In an audit and. consgqu•nfjy, I do not expr888 an audit opinion on tho vlew given by the accounts. Ind•p•nd•nt •xamln•rf• In the courne of my 8xamin8lion. no matter ha8 come to my attention lother than that •Lt•m•nt disclosed on the attached page1 whlch gives me reasonable ¢oU88 lo b8lleve that In any m8torlal myct the requiremonls". lo keep accounting r6cord8 In accordance with 8•Cth)n 44111 lal of the 2005 Act and R•gulalion 4 of the 2006 Accounts Regulations, and to ppare 8ccounl$ whi¢h accord with the accounting rerdS and comply wlth RegulalKJn 9 of the 2006 Accounts Règulations have not been met, or lo which, in my opinion. attention Should be drawn In ord•r to enable a prowJr under¥tsndin9 of the accounts lo be reached. D•t•: 81gn•d": N4m•'. Karen Downle Rol•v•nt prof•••lonl qu*llflcatlonlsl or body MA Accountan¢y Ilf any): 09.10.2025 Addrnm: 7 Faraday Place Addiewell 'Pkn8ae dekryle Ihv In th9 brnca•to Ifltrw do tNX gwty. Ifth• r8 do 8ppty. Sel wt Ihc4e mattern h•¥e rne Ic your onthe flrg p89¢. ' OSCR arupt d1#5 or typed 8bnature8
APPENDIX 3 Disclosure section Onty complete If the examiner needs lo highlvJht material problems. Glv• hor• brl•f detalls of any It•m• th4t th• •xamln•r wl8ho1 to dl•¢los•