APPENDIX I Period start date Month Year Period end date Month Year oscr ,.. Dty To oi 2024 31 03 2025 Office of the Scottish Charlty Resulator Reference and administration details tharlty name Wesl Dunbartonshlre Mental Health Forum Other names ¢harlty Is known by R•8lst•r•d tharlty number Charws pilndpal address SC039187 Annexe I B•n Vlaw Resource Centre Slrathleven Place Dumbarton P9stc¢￿e G82 IBA Names of the tharlty trustees on date ol approval of Trustee5' Annual Report Triislee name Offlce Ilfary) (or bodyl enthled to *PDlnt tru## Il•ryl Chairperson Secretary Treasurer io li 12 13 14 15 16 17 18 19 20 APPENDIX I Reference and administration details Names of all other charlty trustees durlng the pÈrlod, If any, Ifor example, those who re51zned part way through the flnanclal perfod) Lkntes •rt•d If not for whol• yur Structure, governance and management Typ• of governlng do¢urnent The a5socl3tlon Is a charltable unlncorporated assoclatlon. Our purposes and adminlstratlon arrangements are set out In our constltutlon. Trustee rocrultment and appolntment The Assoclatlon's Trustees are appolnted or re-appolnted by the members at our Annual General Meetln& whlch Is held annually each year. Objectives and activities Charltable purposes Our purposes, as recorded In our constitution, are to establlsh solelv for charitable purposes, and In partlcular, to relleve the sufferlng, distress and generally promote the welfare of those affetted by a mental health d150rder. thelr carer's and supporter5. Summary of the rnaln artlvltles In relatlon to these objects APPENDIX I Achievements and performance Summary of the maln aehlevements of the charlty durlng the flnanclal perfod We contlnue to host quarterly Mental Health networkln8 m•etlnB5 wlth local partners to address 8aps in local mental health services. We work with high schools in West Dunbartonshlre to ralse awareness of mental health and wellbelng and challenge stigma. WDMHF contlnue to collect our membels views. WDMHF Is the volce of the Mental Health SeNlce User and Carer In West Dunbartonshlre. WDMHF webslte www:wdnihfor!Ini.r)xr .Iik contlnues to provlde valuable Informatlon. Our Fatebook page Shares Information and is a way our members can contact us throu8h facebook messenger. Financial review Brlel statement of the charltvs pollcy on reserves The trustees are aware they have a duty to identlfy and revlew the charity's reserves and to ensure they do not fall below a level whlch would enable the charity to contlnue In Its day.tO-day artlvlties. Detalls of any defidt Donated ladlftles and ser¥lce5 (If anvl Declaration The trustees declare that they have approved the trustees, report above. Slgned on behalf of the Charlrfs trustees Sl8nature(sl Full namels) Po$ltlon le.8. Chalr) frIAI Dat• oscr West Dunbartonshire Mental Health Forum SC039187 Receipts and payments accounts Far thé p•rlod from oi 2024 31 03 2025 Section A Statement of receipt5 and payments Expendoble endowrneni fvnds Pwmanent endowm¢nt lunds Toul furbds vJwr•nt p•rlod Totalfunds last p•rfod nds toN•r•rt£ Al A•t•lpt5 Oonltlons Le8acles Grants 25,550 25.550 9.5LXI R•celpts from fundralslni actl¥ltle5 Gross tradln8 rtcelpts Income fr¢)rn Im￿stMeNtS other thon l•nd ond bulldln65 Rents from land & bulldln8s fjross ￿¢t1pt5 from othor ch4rlt•bl• aaivltl*s Al Sub t•t•l 25,550 25.550 9,5tXI Al from •iMt & I￿¥￿IM￿t Proceeds from sale of flxed assets ProC￿d$ from ￿1* of Imi•stments A2 Sub totpl r•tqlrecetyts 25.SXI 25,550 9,500 A3 P•ym•nts Exp•n5•s forlundr•lsln8 •ctlvltl Gross tr•dln8 p•yment5 Investment rnanagementtosts P•ym•Thts rd•tln8dlrectly to ch•rlt•ble octlvltles Grant5 and dON￿on5 Governanre costS'. 4.126 8.126 Avdltl Independent eiimlnat+oTr Preparatlon of annual accounts Lt8al wsts Other 225 225 225 A3￿& t•toi 8.351 A4 P•ym•nts rdatlTr8 to •ss•t•nd Investment movements Purchase5 of flxed assets PurthasE of Irwestments 1,351 A4 Sub totoi Totoipoyments 8,a51 Nrtr•celpts/lpaymentsJ 8.351 4￿84 17,199 A5 Transfers ¢01 lfroml funds 17.199 4,666 rpltss/fdeftltJAoryeor 17.199 iY.199 4,666 APPENDLX2 West Dunbartonshlre Mental Health Forum Section B Statement of balances SC039187 UnrebtAGted fund¥ Expond•blo Tot*1 ¢urMnl Caley0￿•& eta118 Toi•l W•1 p• funds nds fo n••r••t£ B1 Caoh fund• Cash and bank balanc88 at $18rt of ￿r 19.641 19.841 14.976 Surp1￿ I (de￿1) $hown on fecapli and 17.199 17,199 4,M8 ¢Mh •nd blnk bwl•n¢M It tsfy••r IAgr•• piwi I￿￿01(8)) 19,U1 L••ty•w nut••tt B2 In¥gatrn•nl• T*)l•l Cwr•M¥abMI L••ty••r f¢nMr••i 3 1)th•r••••t• To1•1 D•tall 84 Ll*bllltl•• •Avthntdwa Dota115 86 Conllny•ffj lknblllll•• knwntd Io 8￿*•0 ty oN40ttwotrwtM• on To Prfrbt Nam• D•te of Ippro￿l w￿HF RP FY251 Ststgrnont of08￿r APPENOIX 2 Wogt Dunbartonshlre Mental Health Forum SC039187 Additional analysis {31 6 Brn•kdawn of rn•tyl¢t•d funds F•rfod R•c•ipIF Gmn Oro•• t¥*pl• In￿y￿tr¢ffj ns*itmwii•oth•r thin lar￿ •nd iyjlhll GrobBwO• oth•r ¢h*nwt4• Sub to A•t•bo•imm••••t I In¥Mtffl•ntuki• PTrt•vJ6 from ￿ offix•d 88wll PrwJ• trom 8th ol Inv&•imenia Sub eothl To(•lr•¢•lpts P•ym•NI• Ewwlorfvndr•l￿Tha •c¢1￿1￿1 Grd•• irnthrffj wym•nl* In￿￿1￿￿1 rn•nym•nl to•ll P•ym•nl4 i•l•llW dir*iiy ioeh•Fhiblw *cifvhi•i Gmnh Ind don•lthl Audll I Ind•Wrtffji •M8min*ii PT•PBrtI￿ ol thnnu￿ Iccounts L•o•l Sub tot•1 p•yTh￿nts r•Wng IoA•Ut •nd In¥••tm•ht purr*w￿ ol fixtrj ••Mt• Tr•n•fvr• 10 I Ilmml lund• $umlus/(d•ff¢ttJ fory••r Nitur• and of fvnd• IMHF RP P(2SAdditk￿￿ nthl31 SC039187 Additional analysis121 5 Brnakdown ot unrg8trtctod lundB Tafal lurtth Imt Ax•lpl• at￿￿ •frcffifrMdr•i aclNrt Grom In(￿n¥ Ifom Inv•81rnenlJ othw Ihw orKI bulk11 Ronts kind & bJilding0 Sub toi*l R•E•Ipty trom •M•t I Inv••tm•nt Ml•• from fixthj • ITQM Ml• of Inv•ithwnli rotsirnc•lp¢• for ￿dr81•1nll In¥MtrMnl nKgnaoomonl ￿18 Paym•ni8 dir•ctly to¢h•th•bl• •ctW•# (Irtyn￿ Jdh I Ind•p*￿t •x4mlA•II pr•pl￿￿￿ 01•nn￿l •cuunl• Subts Purth4woi Towp•ym•nts N•ti¥e*t•/{p•ymffit•) rr•nif•rn tol{froml lund• Ststyu8/(d•ftrffj fory4r Pl•tur• and APPENDYA 2 Wost Dunbartonshlre Mental Health Forum SC039187 Additional analysis111 An•￿￿ of rgc•lpts and yyThnt• 1 Don•tk>n• Ewwd•bl• P•mian•nt T*Jtsl ¢urr•rt p•rfod Totll W p•rlOO furtd• thd• n••r••t¢ fvnd¥ Totsl 2 Grnnll T+Jtthl ¢uff•nt to,nMml£ nMM•i¢ Totsl r•hMn¢• v•f•rnn¢• T•l•r•￿• 3 arn•• rno•lpt• Irorn oth•reh•rllAbl• aelSvltl•• fund• •ndovmi• T4)W ¢wrn p•￿d lun ionNr••i£ lo nMF••i£ lo M•r••it Yot•l 4 P•yn*nl• rn￿tIng dlr•¢ty to ¢h•rtt*bl• •¢llvl¢l•• P•rmin•nt T•w ¢un•m od frjnth i• n•irwi¢ fvndB to to n*4N•t¢ Tot•1 ¥￿I￿P RP •x(* Pf25Addthwai Tr)teg {11 APPENDIX 2 West Dunbartonshire Mental Health Forum SC039187 Section C Notes to the Accounts C1 Naturn and purp080 of fund8 (may be st8ted on analysis of fvnds w0￿SheetS) lthb•r ol or•rbt• TY￿ of actlvlty or projoct ¥upportod C2 Grant• Total C34 Tru•ts• r•mun•ratlon If no r?myn•r4tion w•• paid during th• lo any thAiity truBt88 or p8r8on connoct•d to tfU•to• cross thi8 I￿X 10th0￿#* eomplete 88etlon 3bl Authority undér whlch pald C3b Tru•t•• r•mun•rntlon - detal C40 Tru•t•• •xp•n•e• 11 no expen8•8 were paid to any charlty tru8t8• durlnu the perlod thèn ¢r088 th18 box 10th0Th￿se complete 8Ktion 4b} C4b Tru•t•• •xpen80• - d•tsl Numb•rof Relmbur8¢mènt of travel and other e n$•$ CS Tran•acllon8 wlth tru•t8•• and connKted p•rnon8 Nature of Telatlon$hl B•1• outsl•ndlng at Nature of transaction C8 Other Inforniatlon WDMHF RP excel FY25 / Notes ## **APPENDIX 3** ## OSC **r** Office of the Scottish **Charity Regulator** ## **Independent examiner’s report on the accounts** **V2** **Report to the trustees/members of** WEST DUNBARTONSHIRE MENTAL HEALTH FORUM ||**Independent examiner’s report on the accountsV2**|**Independent examiner’s report on the accountsV2**|**Independent examiner’s report on the accountsV2**|**Independent examiner’s report on the accountsV2**|**Independent examiner’s report on the accountsV2**|**Independent examiner’s report on the accountsV2**|**Independent examiner’s report on the accountsV2**| |---|---|---|---|---|---|---|---| ||WEST DUNBARTONSHIRE MENTAL HEALTH FORUM||||||| |**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:**|**SC039187**||||||| ||Period start date||||Period end date||| ||Day|Month|Year||Day|Month|Year| ||01|04|2024|**to**|31|03
|2025| ||1 TO 4|||||(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. 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.||||||| ||My examination is carried out in accordance with Regulation 11 of the Charities Accounts
(Scotland) Regulations 2006. 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 accounts.||||||| ||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||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| |||||||||