APPENDIX 1
Trustees’ Annual Report for the period Period start date Period end date Day Month Year Day Month Year From To 01 10 23 30 09 24
Office of the Scottish Charity Regulator
Reference and administration details
DARNICK VILLAGE DEVELOPMENT TRUST
Charity name DARNICK VILLAGE DEVELOPMENT TRUST Other names charity is known by Registered charity number SC 038740
Charity’s principal address Darnick Tower Tower Road Darnick Melrose Postcode TD6 9AX
Names of the charity trustees on date of approval of Trustees’ Annual Report
| Name of person (or body) entitled to appoint trustee (if any) |
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|---|---|---|---|---|
| Dates acted if not for whole year |
||||
| Trustee name | Office (if any) | |||
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Angela Stormont | Chair | ||
| Jessamy Pears | Secretary | |||
| Julie Chapman-Purchas | Treasurer | |||
| John Pollitt | ||||
| Louise Cox | ||||
| Susie Turpie | D | |||
| Jill Clowes | ||||
| Tom Fleming | ||||
1
APPENDIX 1
Reference and administration details
Names of all other charity trustees during the period, if any, (for example, those who resigned part way through the financial period)
| Name | Name | Dates acted if not for whole year |
|---|---|---|
| Marianne Broadgate | until 05.06.2024 | |
| Structure, governance and management | ||
| Type of governing document Trustee recruitment and appointment |
||
| Darnick Villae Trust is a reistered SCIO actin in accordance | ||
| g g , g with its Constitution and governed by OSCR, the Scottish Charities regulator. |
||
| Trt r intd b mmbr f th Trt nrmll t it | ||
| usees ae appoe y ees o e us, oay a s Annual General Meeting. The Trustees have authority to co-opt new Trustees. |
||
| Objectives and activities | ||
| Charitable purposes Summary of the main activities in relation to these objects |
||
| The Trust was established to benefit the residents of Darnick | ||
| , through education, the advancement of citizenship and community development. The Trust also encourages the advancement of the arts, heritage, culture and science and seeks to promote recreational facilities for the benefit of the health of residents. The Trust seeks to advance environmental protection within the village. |
||
| Dlin il rn f t ilbl t ill | ||
| eveopg soca awaeess o asses avaae o vage residents. Providing funding for community organisations. Supporting the Melrose Festival Tour of Ceremonies at Darnick Tower. Promotion of musical and theatrical entertainment for villagers. Management of the village community garden. |
2
APPENDIX 1
Achievements and performance
Summary of the main achievements of Delivered a programme of talks in the village hall to include the charity during the financial period fermenting and local archaeology. Halloween and festival events at Darnick Tower. Provision of the Christmas Tree, erecting and lighting over the festive season. Maintaining social media channels and website. Distribution of ‘welcome packs’ giving information on Darnick village to new residents. Supporting the Resilient Community Group.
Financial review
Brief statement of the charity’s policy Maintain sufficient funds to meet annual outgoings and to raise on reserves funds to sustain this policy. Details of any deficit Donated facilities and services (if any)
3
APPENDIX 1
Other optional information
Declaration
The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees Signature(s) OSCR will accept digital or typed signatures Full name(s) Position (e.g. Chair) Date
4
Enter SC No. below
Enter charity name below
SC
| SC | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Receipts andpayments accounts | |||||||||||||
| For the period from |
Period sta | rt date | Period | end date | |||||||||
| Day | Month | Year | to | Day | Mon | th | Year | ||||||
| Section A Statement of receipts and payments | |||||||||||||
| A1 Receipts | Unrestricted funds to nearest £ - - - - - - 620 504 1224 1124 1124 1224 1224 |
Restricted funds to nearest £ |
Expendable endowment funds to nearest £ - - - - - - |
Permanent endowment funds to nearest £ |
Total funds current period to nearest £ |
Total funds last period to nearest £ |
|||||||
| Donations | 15 | - | - 635 |
902 | |||||||||
| Legacies | - | ||||||||||||
| Grants | - | ||||||||||||
| Receipts from fundraisingactivities | - 504 |
||||||||||||
| Gross tradingreceipts | - | ||||||||||||
| Income from investments other than land and buildings |
- | ||||||||||||
| Rents from land & buildings | - | ||||||||||||
| Gross receipts from other charitable activities |
- | 1366 | |||||||||||
| - 15 |
- | ||||||||||||
| A1 Sub total | - | - 1139 |
- 2268 |
||||||||||
| A2 Receipts from asset & investment sales |
- | ||||||||||||
| Proceeds from sale of fixed assets | - | ||||||||||||
| Proceeds from sale of investments | - | - | |||||||||||
| A2 Sub total | - | - | - | ||||||||||
| Total receipts A3 Payments |
- 15 |
- | |||||||||||
| - | - 1139 |
- 2268 |
|||||||||||
| Expenses for fundraising activities | - | ||||||||||||
| Gross trading payments | - | ||||||||||||
| Investment management costs | - | ||||||||||||
| Payments relating directly to charitable activities |
- 1224 |
3528 | |||||||||||
| Grants and donations | - | 150 | |||||||||||
| Governance costs: | - | ||||||||||||
| Audit / independent examination | - | ||||||||||||
| Preparation of annual accounts | - | ||||||||||||
| Legal costs | - | ||||||||||||
| Other | - | ||||||||||||
| - | |||||||||||||
| A3 Sub total | - | - | - | - 1224 |
- 3678 |
||||||||
| A4 Payments relating to asset and investment movements |
|||||||||||||
| Purchases of fixed assets | - | ||||||||||||
| Purchase of investments | - | ||||||||||||
| A4 Sub total | - | - | - | - | - | ||||||||
| Total payments Net receipts / (payments) A5 Transfers to / (from) funds Surplus / (deficit) for year |
|||||||||||||
| - | - | - | - 1224 |
- 3678 |
|||||||||
| - (100) |
- 15 |
- | - | - (85) |
- (1410) |
||||||||
| - | |||||||||||||
| - (100) |
- | ||||||||||||
| - 15 |
- | - | - (85) |
- (1410) |
APPENDIX 2
SC
Section B Statement of balances
| Categories Signed by one or two trustees on behalf of all the trustees B5 Contingent liabilities B4 Liabilities B1 Cash funds B2 Investments B3 Other assets |
Details | Unrestricted funds to nearest £ |
Restricted funds to nearest £ |
Expendable endowment funds to nearest £ |
Permanent endowment funds to nearest £ |
Total current period to nearest £ |
Total last period to nearest £ |
|---|---|---|---|---|---|---|---|
| Cash and bank balances at start of year | 2083 | - | 3492 | ||||
| Surplus / (deficit) shown on receipts and payments account |
- | ||||||
| - | |||||||
| - | |||||||
| Cash and bank balances at end of year (Agree balances with receipts and payments account(s)) Details |
- 1998 |
- | - | - | - | - 2483 |
|
| - | - |
- Fund to which |
- asset belongs |
- |
- |
||
| Market valuation to nearest £ |
Last year to nearest £ |
||||||
| Details | Fund to which | asset belongs | Total Cost (if available) to nearest £ |
- | - |
||
| Current value (if available) to nearest £ |
Last year to nearest £ |
||||||
| Details | Total - Fund to which liability relates |
- | - |
- |
|||
| Amount due to nearest £ |
Last year to nearest £ |
||||||
| Details | Total Fund to which liability relates |
- | - | ||||
| Amount due (estimate) to nearest £ |
Last year to nearest £ |
||||||
| Signature* | Total Print Name |
- | - |
||||
| Date of approval |
|||||||
- Please note - OSCR will accept digital or typed signatures
2013-04-02 Copy of Trustees AR Ap2 excel.xls / Statement of balances
December 2007
2
APPENDIX 2
SC
Section C Notes to the Accounts
C1 Nature and purpose of funds (may be stated on analysis of funds worksheets)
| C3a Trustee remuneration C4a Trustee expenses C3b Trustee remuneration - details C2 Grants |
Type of activity or project supported | Type of activity or project supported | Individual / institution |
Number of grants made £ |
Number of grants made £ |
|---|---|---|---|---|---|
| Total | - |
||||
| If no remuneration was paid during the period to any charity trustee or person connected to a trustee cross this box (otherwise complete section 3b) |
|||||
| Authority under which paid | £ | ||||
| If no expenses were paid to any charity trustee during the period then cross (otherwise complete section 4b) |
this box | ||||
| C4b Trustee expenses - details |
Number of trustees |
£ | |||
| C5 Transactions with trustees and connected persons |
Nature of relationship |
Nature of transaction | Transaction amount (£) Balance outstanding at period end (£) |
||
| Number of | £ | |||||
|---|---|---|---|---|---|---|
| trustees | ||||||
| C4b Trustee expenses - | ||||||
| details | ||||||
| Transaction | Balance | |||||
| amount (£) | outstanding at | |||||
| Nature of relationship | Nature of transaction | period end (£) | ||||
| C5 Transactions with trustees | ||||||
| and connected persons | ||||||
C6 Other information
2013-04-02 Copy of Trustees AR Ap2 excel.xls / Notes
December 2007
3
APPENDIX 2
SC
Additional analysis (1)
Analysis of receipts and payments
1 Donations
| 1 Donations | 1 Donations | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Unrestricted funds to nearest £ |
Restricted funds to nearest £ |
Expendable endowment funds to nearest £ |
Permanent endowment funds to nearest £ |
Total current period to nearest £ |
Total last period to nearest £ |
||||
| ~~Darnick Village Hall 100 Club ~~ |
620 | - 620 |
620 | ||||||
~~Defibrillator donations~~ |
~~15~~ | - ~~15~~ |
~~282~~ | ||||||
| ~~Collection for villager~~ | - |
1295 | |||||||
~~Collected on behalf of speake~~ |
~~89~~ | - ~~89~~ |
|||||||
| Total 2 Grants |
- 709 |
- 15 |
- | - | - 724 |
- 2197 |
|||
| - Unrestricted to nearest £ funds |
- Restricted funds to nearest £ |
- | - | - Total current to nearest £ period |
- Total last period to nearest £ |
||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| Total 3 Gross receipts from other charitable activities |
- | - | - | - | |||||
| - Unrestricted funds to nearest £ |
- Restricted funds to nearest £ |
Expendable endowment funds to nearest £ |
Permanent endowment funds to nearest £ |
- Total current period to nearest £ |
- Total last period to nearest £ |
||||
| Event income | 415 | - ~~415~~ |
~~71~~ | ||||||
| - |
|||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| Total - - Unrestricted funds to nearest £ 4 Payments relating directly to charitable activities 415 |
- 415 |
- | - | - | - 415 |
- 71 |
|||
| - Restricted funds to nearest £ |
- Expendable endowment funds to nearest £ |
- Permanent endowment funds to nearest £ |
- Total current period to nearest £ |
- Total last period to nearest £ |
|||||
| ~~Electricity for Christmas Light~~ | ~~s~~ o ~~t~~ |
~~75~~ |
- ~~75~~ |
~~169~~ |
|||||
~~Insurance~~ |
~~181~~ |
- ~~181~~ |
~~167~~ |
||||||
| AGM and planning meeting c | 139 |
- ~~139~~ |
~~28~~ | ||||||
Website and Printing costs |
125 |
- ~~125~~ |
~~110~~ |
||||||
~~Defibrillator costs~~ |
- |
~~275~~ |
|||||||
Donation to defibrillator fund |
- | ~~150~~ |
|||||||
~~Resilient Communities costs~~ |
- | ~~25~~ |
|||||||
~~Darnick Home Harvesters co~~ |
- | ~~40~~ |
|||||||
~~Jubilee bench and gazebos e~~ |
- | ~~1310~~ |
|||||||
~~Collection for villager~~ |
- | ~~1295~~ |
|||||||
~~Couthie Neighbours and even~~ |
~~704~~ | - ~~704~~ |
~~110~~ | ||||||
| Total |
- 1224 |
- | - | - | - 1224 |
- 3679 |
|||
| - | - | - | - | - | - |
2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (1)
December 2007
APPENDIX 2
SC
Additional analysis (2)
| Receipts 5 Breakdown of unrestricted funds |
Unrestricted fund 1 - enter name of fund below DVDT |
Unrestricted fund 1 - enter name of fund below DVDT |
Unrestricted fund 2 - enter name of fund below |
Unrestricted fund 3 - enter name of fund below |
Unrestricted fund 4 - enter name of fund below |
Total unrestricted funds |
Total unrestricted funds last period |
|---|---|---|---|---|---|---|---|
| Donations | 620 | - | 620 | ||||
| Legacies | - | ||||||
| Grants | - | ||||||
| Receipts from fundraisingactivities | - | ||||||
| Gross tradingreceipts | - | ||||||
| buildings | - | ||||||
| Rents from land & buildings | - | ||||||
| Gross receipts from other charitable activities | 504 | - | 71 | ||||
| Sub total Receipts from asset & investment sales |
- 1124 |
- | - | - | - | - 691 |
|
| - | |||||||
| Proceeds from sale of fixed assets | - | ||||||
| Proceeds from sale of investments | - | ||||||
| Sub total Total receipts Payments |
- | - | - | - | - | - | |
| - | - | - | - | - | - | ||
| - | |||||||
| Expenses for fundraisingactivities | - | ||||||
| Gross trading payments | - | ||||||
| Investment management costs | - | ||||||
| Payments relatingdirectlyto charitable activities | 1135 | - | 798 | ||||
| Grants and donations | 89 | - | |||||
| Governance costs: | - | ||||||
| Audit / independent examination | - | ||||||
| Preparation of annual accounts | - | ||||||
| Legal costs | - | ||||||
| - | |||||||
| - | |||||||
| Sub total Payments relating to asset and investment movements |
- 1224 |
- | - | - | - | - 798 |
|
| - | |||||||
| Purchases of fixed assets | - | ||||||
| Purchase of investments | - | ||||||
| Sub total Total payments Net receipts / (payments) Transfers to / (from) funds Surplus / (deficit) for year |
- | - | - | - | - | - | |
| - | |||||||
| - 1124 |
- | - | - | - | - 798 |
||
| - | |||||||
| - (100) |
- | - | - | - | - (107) |
||
| - | |||||||
| - (100) |
- | - | - | - | - (107) |
||
| - | |||||||
| Nature and purpose of funds | |||||||
2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (2)
December 2007
APPENDIX 2
SC
Additional analysis (3)
| Receipts 6 Breakdown of restricted funds |
Restricted fund 1 - enter name of fund below Defibril lator |
Restricted fund 2 - enter name of fund below Jubile e |
Restricted fund 3 - enter name of fund below Collection for villager |
Restricted fund 4 - enter name of fund below |
Total restricted funds |
Total restricted funds last period |
|---|---|---|---|---|---|---|
| Donations | 15 | - 15 |
1577 | |||
| Legacies | - | |||||
| Grants | - | |||||
| Receipts from fundraisingactivities | - | |||||
| Gross tradingreceipts | - | |||||
| Income from investments other than land and buildings |
- | |||||
| Rents from land & buildings | - | |||||
| Gross receipts from other charitable activities | - | |||||
| Sub total Receipts from asset & investment sales |
- 15 |
- 0 |
- 0 |
- | - 15 |
- 1577 |
| - | ||||||
| Proceeds from sale of fixed assets | - | |||||
| Proceeds from sale of investments | - | |||||
| Sub total Total receipts Payments |
- | - | - | - | - | - |
| - | - | - | - | - | - | |
| - | ||||||
| Expenses for fundraising activities | - | |||||
| Gross trading payments | - | |||||
| Investment management costs | - | |||||
| Payments relating directly to charitable activities | - | ~~2880~~ | ||||
| Grants and donations | - | |||||
| Governance costs: | - | |||||
| Audit / independent examination | - | |||||
| Preparation of annual accounts | - | |||||
| Legal costs | - | |||||
| - | ||||||
| - | ||||||
| Sub total Payments relating to asset and investment movements |
- ~~0~~ |
- ~~0~~ |
- ~~0~~ |
- | - | - 2880 |
| - | ||||||
| Purchases of fixed assets | - | |||||
| Purchase of investments | - | |||||
| Sub total Total payments Net receipts / (payments) Transfers to / (from) funds Surplus / (deficit) for year |
- | - | - | - | - | - |
| - | ||||||
| - 0 |
- 0 |
- 0 |
- | - | - 2880 |
|
| - | ||||||
| - 15 |
- 0 |
- 0 |
- | - | - (1303) |
|
| - | ||||||
| - 15 |
- 0 |
- 0 |
- | - | - (1303) |
|
| - | ||||||
| Nature and purpose of funds | ||||||
2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (3)
December 2007
APPENDIX 3
| Report to the trustees/members of Registered charity number On the accounts of the charity for the period Set out on pages Respective responsibilities of trustees and examiner Basis of independent examiner’s statement Independent examiner’s statement Signed: Name: Relevant professional qualification(s) or body (if any): Address:** |
Independent examiner’s report on the accounts V2 |
Independent examiner’s report on the accounts V2 |
Independent examiner’s report on the accounts V2 |
Independent examiner’s report on the accounts V2 |
Independent examiner’s report on the accounts V2 |
Independent examiner’s report on the accounts V2 |
Independent examiner’s report on the accounts V2 |
Independent examiner’s report on the accounts V2 |
Independent examiner’s report on the accounts V2 |
|---|---|---|---|---|---|---|---|---|---|
| Charity name | |||||||||
| SC | |||||||||
| Period start date | Period end date | ||||||||
| Day | Month | Year | Day | Month | Year | ||||
| to | |||||||||
| (remember to include the page numbers of additional sheets) |
|||||||||
| The charity’s trustees are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) 2005 Act and the Charities Accounts (Scotland) Regulations 2006 (as amended). The charity trustees consider that the audit requirement of Regulation 10(1) (d) of the Accounts Regulations does not apply. It is my responsibility to examine the accounts as required under section 44(1) (c) of the Act and to state whether particular matters have come to my attention. |
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| My examination is carried out in accordance with Regulation 11 of the 2006 Accounts Regulations. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeks explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and, consequently, I do not express an audit opinion on the viewgiven bythe accounts. |
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| In the course of my examination, no matter has come to my attention [other than that disclosed on the attached page*] 1. which gives me reasonable cause to believe that in any material respect the requirements: • to keep accounting records in accordance with section 44(1) (a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations, and • to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 2006 Accounts Regulations have not been met, or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. |
|||||||||
| Date: | |||||||||
*Please delete the words in the brackets if they do not apply. If the words do apply, set out those matters which have come to your attention on the following page.
**OSCR will accept digital or typed signatures.
APPENDIX 3
Disclosure section
Only complete if the examiner needs to highlight material problems.
Give here brief details of any items that the examiner wishes to disclose