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 Ch*rlty 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•• n*m•
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 mOm￿r
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
N*me• of all ottter ch*rlty 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¢4t￿n, In p8rtkular
older people and Ih08e who have rolirgd from full time work, by all meon$
Including a￿0t1818d 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 n￿Sletter 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.

Dot*ll• 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
Inv￿lmonts - 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

4. Sofvlare Licer￿e 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 •x*mln•r Chari1108 Account8 Iscotlandl Regulolions 20061as amènded). The Gharity Iru81088
Consider Ihgt the audit r8quir8menl of Regulation 10111 Idl of the A￿VnI8 Regu￿tion8
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 di￿108Ur01 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
•L*t•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 p￿pare 8ccounl$ whi¢h accord with the accounting re￿rdS 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•••lon*l
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• ￿r￿8 do 8ppty. Sel wt Ihc4e mattern h•¥e ￿rne Ic your onthe
f￿l￿rg p89¢.
' OSCR arupt d￿1#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•