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2025-03-30-accounts

Docusign Envelope ID: 443CCA08-4961-4C5E-84FE-CBD19F0EDC97

YE AMPHIBIOUS ANCIENTS BATHING ASSOCIATION

Annual Report and Financial Statements For the year ended 31 March 2025

Charity Number: SC040107

Docusign Envelope ID: 443CCA08-4961-4C5E-84FE-CBD19F0EDC97

Ye Amphibious Ancients Bathing Association

Annual Report and Financial Statements

For the year ended 31 March 2025

Contents
Page
Trustees Annual Report 1
Independent Examiner's Report 3
Statement of Receipts and Payments 4
Statement of Balances 5
Notes to the Accounts 6-9

Docusign Envelope ID: 443CCA08-4961-4C5E-84FE-CBD19F0EDC97

Ye Amphibious Ancients Bathing Association

Charity Number SC040107

Trustees' Annual Report

The trustees have pleasure in presenting their report and financial statements of the charity for the year ended 31 March 2025

Current Trustees

Trustees during the year ended 31 March 2025 and at signing date;

Recruitment and Appointment of Trustees

All of the charity's trustees are appointed or reappointed by the members at our AGM in accordance with our constitution.

Governing Document

The charity is governed by a written constitution and is managed by a committee of members chosen for their suitability to run the charity. The committee meets monthly.

Charitable Purposes

To teach swimming indoors to all age groups, to promote open water swimming and organise championships outdoors.

Activities and Achievements

The financial year saw YeAABA income stabilise as we were able to carry out sustained fundraising activities.

In terms of Pool swimming, we have now restarted a learn to swim club as well as a club indoor session on a Friday evening from 5-8pm at St Johns. The closure of pools in the Dundee areas has assisted us with the LTS take up such that this portion is now self-sustaining with over 80 persons signed up for lessons.

The Dook went ahead again in the current year (January 2025), therefore income revenue from the Dook programme realised. This

income is mainly generated by the programme, and through the event itself, this provided a much-needed boost for club funds, setting the club up for the open water season.

The normal running costs involved in operating the club has remained much the same as in previous years. We replaced the four Non-Yamaha 4HP engines with new Yamaha ones.

The additional spend was met from a program of fundraising and applying for funding from local sources. Again, we recognise that traditional fundraising menthods are in decline and we shall continue the need to make more use of applying for funding bids to meet our needs.

We are looking to dispose of one of our older and heavier boats in favour of purchasing a replacement of the type we already use.

1

Docusign Envelope ID: 443CCA08-4961-4C5E-84FE-CBD19F0EDC97

Ye Amphibious Ancients Bathing Association

Charity Number SC040107

Trustees' Annual Report (continued)

Trustee Remuneration Expenses

No remuneration was paid to any trustee.

Reserves

It is the aim of the charity to have in reserves sufficient funds to meet the charity's obligations for a minimum of twelve months.

Financial Review

Throughout the financial year YeAABA has seen the income increase significantly as they received some grants in order to do some larger works that were required to ensure the clubhouse and boat stock was maintaining to the necessary standard.

Fundraising activites have also taken place throught the last financial year.

Costs were up on 23/24 but as noted above that was investment from the trustees in the facilities of the charity.

FY 24/5 saw small increase in cashflow and at the year end the charity had achieved a surplus of £4,414 as an income from its activities.

YeAABA remains relatively financially stable to continue its activities at this time.

Although YeAABA is a membership organisation generating a large proportion of its income through trading, it still places a smaller, but not insignificant, dependency on the goodwill of its supporters and general donations.

Approved by the Trustees on 5th October 2025 and signed on their behalf by:

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…..
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Treasurer

2

Docusign Envelope ID: 443CCA08-4961-4C5E-84FE-CBD19F0EDC97

Independent Examiner's Report

For the year ended 31 March 2025

Independent Examiner's Report to the Trustees of Ye Amphibious Ancients Bathing Association

I report on the financial statements of the charity for the year ended 31 March 2025, which are set out pages 4 to 9.

Respective responsibilities of Trustees and Examiner

The charity's trustees are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended). The charity's trustees consider that the audit requirement of Regulation 10(1) (d) of the 2006 regulations does not apply. It is my responsibility to examine the accounts as required under section 44(1) (c) of the 2005 Act and to state whether particular matters have come to my attention.

Basis of Independent Examiner's Statement

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 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 view given by the accounts.

Independent Examiner's Statement

In the course of my examination, no matter has come to my attention:-

1 Which gives me reasonable cause to believe that, in any material respect, the requirements:

2 To which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

BK Plus Limited Stannergate House 41 Dundee Road West Broughty Ferry Dundee DD5 1NB

5th October 2025

3

Docusign Envelope ID: 443CCA08-4961-4C5E-84FE-CBD19F0EDC97

Ye Amphibious Ancients Bathing Association

Statement of Receipts and Payments

For the year ended 31 March 2025

Note
Receipts
Donations and Grants
5
Receipts from Charitable Activities
6
Investment Income
7
Receipts from disposal of fixed assets
Total Receipts
Payments
Expenditure on raising funds:
Costs of raising donations and grants
8
Cost of Charitable Activities
9
Purchase of Boats
Total Payments
Transfers
11/12
Surplus / (Deficit) for the year
Unrestricted
Funds
34,075
20,445
-
3,100
57,620
735
46,360
6,091
53,186
(160)
4,274
Restricted
Funds
9,300
-
-
-
9,300
-
9,320
-
9,320
160
140
Total
Year ended
31 Mar 2025
43,375
20,445
-
3,100
66,920
735
55,680
6,091
62,506
-
4,414
Total
Year ended
31 Mar 2024
£
12,353
21,532
37
-
33,922
897
28,270
6,710
35,877
-
(1,955)

The notes on pages 6 to 9 form an integral part of these accounts.

4

Docusign Envelope ID: 443CCA08-4961-4C5E-84FE-CBD19F0EDC97

Ye Amphibious Ancients Bathing Association

Statement of Balances

as at 31 March 2025

Funds Reconciliation
Cash at Bank and in hand - 31.03.24
Surplus / (Deficit) for the year
Cash at Bank and in hand - 31.03.25
Bank and Cash Balances
Bank Current Account
Other Assets
Boats and Equipment
Other Debtor
Total Assets
Other Assets / (Liabilities)
Total Assets / (Liabilities)
Unrestricted
Funds
£
14,222
4,274
18,496
18,496
18,496
33,505
-
52,001
-
52,001
Restricted
Funds
£
500
140
640
640
640
-
-
640
-
640
Total
2025
£
14,722
4,414
19,136
19,136
19,136
33,505
-
52,641
-
52,641
Total
2024
£
16,677
(1,955)
14,722
14,722
14,722
30,706
1,700
47,128
-
47,128

The notes on pages 6 to 9 form an integral part of these accounts.

Approved by the Trustees on 5 October 2025 and signed on their behalf by:

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Treasurer

5

Docusign Envelope ID: 443CCA08-4961-4C5E-84FE-CBD19F0EDC97

Ye Amphibious Ancients Bathing Association

Notes to the Financial Statements

For the year ended 31 March 2025

1 Basis of Accounting

These accounts have been prepared on the Receipts and Payments basis in accordance with the terms of the Charities and Trustee Investment (Scotland) Act 2005 ("the 2005 Act") and the Charities Accounts (Scotland) Regulations 2006 (as amended) ("the 2006 Regulations").

2 Nature and purpose of funds

Unrestricted funds are donations and other incoming resources received or generated for the objects of the charity without further specified purpose and are available as general funds.

Restricted funds may only be used for specific purposes. Restrictions arise when specified by the donor or when funds are raised for specific purposes.

3 Related Party Transactions

No remuneration or expenses were paid to any Trustee and there were no transactions with Related Parties.

4 Fixed Assets

Heritable property, the Clubhouse at Broughty Ferry, is not included in the Accounts.

Boats and equipment are depreciated at appropriate rates based on their expected useful lives.

Lifejackets, medals, trophies and merchandise are not valued in the Accounts.

5 Donations and Grants

General Donations
Membership fees
Grants
6 Receipts from charitable activities
Fundraising
Sponsorship
Entrance fees (swims and dooks)
Other income
Unrestricted
Funds
£
2,568
6,507
25,000
34,075
Unrestricted
Funds
£
8,854
4,600
6,091
900
20,445
Restricted
Funds
£
-
-
9,300
9,300
Restricted
Funds
£
-
-
-
-
-
Total funds
Year ended 31
Mar 2025
£
2,568
6,507
34,300
43,375
Total funds
Year ended 31
Mar 2025
£
8,854
4,600
6,091
900
20,445
Total funds
Year ended 31
Mar 2024
£
1,268
6,285
4,800
12,353
Total funds
Year ended 31
Mar 2024
£
8,191
6,975
6,366
-
21,532

6

Docusign Envelope ID: 443CCA08-4961-4C5E-84FE-CBD19F0EDC97

Ye Amphibious Ancients Bathing Association

Notes to the Financial Statements (continued)

For the year ended 31 March 2025

7 Investment Income

7 Investment Income
Bank Interest
8 Costs of generating funds
Fundraising costs
9 Costs of charitable activities
Upkeep and Hire of Boats
Clubhouse Maintenance
Pool and Swim Expenses
Insurance, Rent and Electricity
Membership and Professional Fees
Training Courses
Sundry
Administration
10 Movements in Funds
Funds at 31.03.24
Income for year
Payments for year
Transfers for year
Depreciation of Equipment
Fixed asset purchases & disposals
Funds at 31.03.25
Unrestricted
Funds
£
-
-
Unrestricted
Funds
£
735
735
Unrestricted
Funds
£
1,989
13,140
10,504
6,946
3,584
6,737
186
3,274
46,360
Unrestricted
Funds
£
46,628
54,520
(47,095)
(160)
(3,783)
1,891
52,001
Restricted
Funds
£
-
-
Restricted
Funds
£
-
-
Restricted
Funds
£
360
8,960
-
-
-
-
-
-
9,320
Restricted
Funds
£
500
9,300
(9,320)
160
-
-
640
Total Funds
Year ended 31
Mar 2025
£
-
-
Total Funds
Year ended 31
Mar 2025
£
735
735
Total Funds
Year ended 31
Mar 2025
£
2,349
22,100
10,504
6,946
3,584
6,737
186
3,274
-
55,680
Total Funds
Year ended 31
Mar 2025
£
47,128
63,820
(56,415)
-
(3,783)
1,891
52,641
Total Funds
Year ended 31
Mar 2024
£
37
37
Total Funds
Year ended 31
Mar 2024
£
897
897
Total Funds
Year ended 31
Mar 2024
£
755
382
8,553
5,400
3,376
2,087
220
7,497
28,270
Total Funds
Year ended 31
Mar 2024
£
44,159
33,922
(35,877)
13,421
(3,487)
(5,010)
47,128

7

Docusign Envelope ID: 443CCA08-4961-4C5E-84FE-CBD19F0EDC97

Ye Amphibious Ancients Bathing Association

Notes to the Financial Statements (continued)

For the year ended 31 March 2025

11. Breakdown of restricted funds

Brought forward
Receipts
Donations and Grants
Receipts for Charitable Activities
Total Receipts
Payments
Expenditure on raising funds:
Cost of Charitable Activities
Purchase of Boats
Boat and vehicle expenses
Total Payments
Transfers
Carry forward balance at 31.3.25
Restricted
fund 1
Boat Fuel
500
500
-
500
360
-
360
-
640
Restricted
fund 2
Clubhouse /
Boat Costs
-
8,800
8,800
8,960
8,960
160
-
Total
Total
Year
ended 31
Year
ended 31
Mar 2025
Mar 2024
500
850
9,300
-
-
-
-
9,300
-
9,320
622
-
-
-
9,320
622
160
272
640
500

8

Docusign Envelope ID: 443CCA08-4961-4C5E-84FE-CBD19F0EDC97

Ye Amphibious Ancients Bathing Association

Notes to the Financial Statements (continued)

For the year ended 31 March 2025

12. Breakdown of unrestricted funds

Brought forward
Incoming Resources
Total
Payments
Expenditure on raising funds:
Costs of raising donations and grants
Cost of Charitable Activities
Purchase of Boats
Total Payments
Transfers
Carry forward balance at 31.3.25
Unrestricted
Designated
Designated
Designated
Designated fund Designated fund Designated fund
fund 1
fund 1
fund 2
fund 3
4
5
7
General Funds
Dook Costs
Hardship Fund Travel Expenses
Club House
Costs
Professional
Costs
Training Centre
5,402
-
500
1,200
5,500
1,000
620
21,487
7,916
-
-
22,877
-
5,340
26,889
7,916
500
1,200
28,377
1,000
5,960
735
-
-
-
-
-
-
20,419
2,764
-
381
20,452
1,332
1,012
-
-
-
-
6,091
-
-
21,154
2,764
-
381
26,543
1,332
1,012
4,820
(5,152)
-
-
-
160
332
-
10,555
0
500
819
1,674
0
4,948
Total
Total
Year
ended 31
Mar 2025
Year
ended 31
Mar 2024
14,222
15,827
57,620
33,922
71,842
49,749
735
897
46,360
27,648
6,091
6,710
53,186
35,255
-
160 -
272
18,496
14,222

9

Envelw ID.. 443CCAON%14C5E-84FE-CBD19FOEDC97