APPENDIX 1 Trusts8È' Annual Report for the Period start date Period end date j Month ! Year Month i Year oscr,- | Day | Day ! To 12024 31 103 12025 Office of the Scottish Charity Regulator Reference and administration details Charity name ..}." Other names charity is known by Registered charlty number Charity's principal address Clackmannanshire Fièld Studies Society CFSS SC 047118 Names of the charity trustees on date of approval of Trustees, Annual Report Trustee name Office {if any) Dates acted if not for whole year Nama of p8r80n (or body) entitled to oint trust80 (If any) 10 11 12 13 1 14 15 16 1 17 18 20 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) Dates acted if not for whole ear Structure, governance and management Type of governing document The charity is constiluted as an unincorporated association or society. It has a constitution entitled 'Constitulion of The Clackmannanshire Field Studies Society (SCIO).. The membership elects a Management Committee. The charity is not connected lo any other body. Trustee recruitment and appointment At the Annual General Meeting, the membership elects honorary officers a Chairperson, Vice-chairperson, Treasurer, Secretary, Membership Secretary and such others as the Society shall decide. The Committee, meets several times a year and consists of not less than 7 and not more than 11 members. Ordinary members of the Committee are also elected at the Annual General Meeting. The Committee is allowed to co-opt new members at any time. Objectives and activities Charitable purposes The Purposes of the Society are To advance public education regarding understanding of the natural and cultural heritages of Clackmannanshire and its surroundings The advancement of environmental protection or improvement Provide recreational opportunities to experience these heritages To advance education by encouraging investigation of and research into the natural and historical environments Summary of the main activities In relatlon to these objects 11 meetings wer8 held in p8r8on In GTeenfiekl Hall. The Ilsl of evonts held 1$ as follows.. 14, clober Social Evenin Alva .' 28th October 2nd Susan Mills Restoring the Johnstone Family Mausoleum, The Dunmore Pineapple- "the most blzarre buildlng In Scotland"; 11th November Bruce Kerth Scotland beneath Ihe surface.. 25th November Dr Drumlanrig.. The maklng of a ducal landscape,. 9th December Christmas Members. Night. 13th January lan Low Hopetoun House In Twenty Objects., 27 January Centur16$ of Change in the Western Ochlls., 1 Oth February dli e ofEdi ary Mark Hall The Early Mfdleva ¢u ture of Meigle,. 1 Oth M8r cent Archaeological Work around Stirllng.. 24th March Improvement of Alloa. and Dlrty Politics.. the 19 ¢entury 9 people, including members and non-membeT5, attended the lectures. The Annual General Meeting wa8 held on 6, May 2024 and was 8tt&nded by 22 members. The Society arranged ￿ summer outings. . The first was a visit lo Bannodtbum House on 7 July. Thirteen members and non members attended and i( wa5 a very enjoyable visit. The second was a walk to the Black Devon Wetlands and Alloa Pond Wood. Eight members attended and the walk also went very well. The Society also participated in the t)oors Open Days event on 28, September. Seven members cleaned and prepared the Mar & Kellie Mausoleum in Alloa Old Kirkyard, held practirA sessions and welcomed 75 vi$ilors on the day itself. APPENDIX 1 Achievements and performance Summary of the main achievements of the charity during the financial period A total of 489 people (plus 75 visitors to the DOD event) attended the lecture programme, AGM and summer events. All lectures and events were advertised in the local press, on the CFSS website and also via the membershipllecture programme card. Annual subscriptions were collected when members attended lectures. Attendance feesldonations were collected from non-members when they attended lectures. Several members of Tullibody History Group, which is no longer arranging lectures of its own, joined the Society in the autumn and attended the lecture programme. This increased attendance considerably and strengthened the Society's membership. Four meetings of the Committee were held, all via Zoom, to plan the programme and to attend to all other matters, including discussing local planning applications. The publication Gartmorn Dam and its Lade Systen7s 1690-1900 continued to sell very well and it is now out of print. A decision was made to publish a second edition, which will include an appreciation of Murray Dickie. Publication details will be agreed and finalised in due course. Financial review Brief statement of the charity's policy on reserves The charity held a total balan￿IreServe of £6,302.11 at 31.03.2025. Reserves are held in order to support the objects of the charity, Detalls of any deficit Not applicable. Donated facilities and services (if any) Not applicable. 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) Full name(s> Position le.g. Chair Chair/Acting Treasurer Membership Secretary Date 28" April 2025 th 28 April 2025 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 ## **Clackmannanshire Field Studies Society (SCIO)** ## **Statement of Accounts 2024-25** ||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---| |||INCOME||||EXPENDIT|URE||||||| ||||||||||||||| |||2023-24||2024-25|||2023-24||||2024-25||| ||||**Account No 1**||||||**Account No 1**||||| |||207.00|Individual Membership (31)|310|||340||Greenfield Hall Rent||465.00||| |||156.00|Family/Couple Membership (13)|169.00|||100||Expenses for Speakers||130.00||| |||536.00|Members' Lecture Attendance|686|||106.72||Cloudtree(Website)||112.58||| |||103.00|Non-members' Attendance & Don..|105|||13.57||Digital Space Group||13.57||| |||128.54|Books and DVD Sales|6|||104||Subscriptions(BALH,SLHA)||104.00||| ||||Grants/Awards||||71.91||Zoom Pro Licence||77.94||| ||||Gift Aid||||87.98||Catering. Gifts and Prizes||82.60||| ||||||||0||Printing/Publications||66.00||| ||||||||||||||| |||139.00|**Account No 2**|198.3|||0||**Account No 2**||0.00||| ||||||||||||||| |||0.00|**Account No 3**|0|||0||**Account No 3**||0||| ||||||||||||||| ||||||||||||||| ||||||||||||||| |||1269.54|Total|1474.30|||824.18||Total||1051.69||| ||||||||||||||| ||||B of S Acct No. 1 1.4.2024|4624.31|||||B of S Acct No 1 31.3.2025||4848.62||| ||||B of S Acct No 2 1.4.2024|919.14|||||B of S Acct No 2 31.3..2025||1117.44||| ||||B of S Acct No. 3 1.4.2024
336.05||||||B of S Acct No 3 31.3. 2025|336.05|||| ||||||||||||||| ||||||||||||||| ||||||||||||||| ||||Total Bank Accts 1 .4.2024|5879.50|||||Total Bank Accts 31.3.2025||6302.11||| ||||||||||||||| ||||**check:**Total Bank Accts 1.4.2024 +
income -expenditure = Total Bank
Accts 31.3.2025|6302.11|||||||||| ||||||||||||||| ||||||||||||||| ||||||||||||||| Chair/Acting Treasurer 25[th] April 2025 APPENOIX 2 The Clackmannanshire Field Studies Society {SCIO) Receipts and payments accounts SC047118 OSCR For the period from Scottish Charity Regtjlator oi 04 2024 31 03 2025 Section A Statement of receipts and payments Unrestrict•d funds Restricted fLFnds Expendable endowment fund5 Pertnanent endowment funds Total funds current period Total funds last period lo nearo•t £ to near￿1£ to ne4rns1£ to *¢*r*st£ to ne&rnJt£ to near￿£ A1 Receipt8 Donations 105 105 103 Legacies Gr8nts Receip15 from fundraising actiVit￿S Gross trading receipts Ineomè trom Investments other than land and buildings Rents from land & buildings Gross r￿lpt5 frtsm other charitable aelivits'es 1.165 1.165 204 899 204 268 tota 1.474 1.474 1,270 A2 R•celpts from asi•t & Investment sales pro￿￿d$ from sale of fixed as3etS Proceeds from sale of investments ub totsl Total receipts 1,474 1,474 1,270 A3 Paym*nt8 Expenses for fundraising activitias Gr058 trading payrnenl8 Investment management costs Payments relating ¢Jirectly to ehantable 457 457 334 595 595 Grantg and donatityrns Governance costs.. Audil l independent gX8rnination Preparation ol annual 8ccounls Legal costs (Xher 50 A3 Sub total 1,052 1.052 824 A4 Payments r•latlng to asset and Investment movements Purch85es of fixed assets Purchase of investments A4 Sub total Total payments 1,052 1,052 824 422 422 AS Transfers to l (from) funds Surplus /(defi¢it) foryear 422 422 APPENOIX 2 The Clackmannanshire Field Studies Society (SCIO) Section B Statement of balances SC047118 Unro$lrirlod funds Expendable dowmqnt fvnd$ to nparOst£ Pèrmanertt Restiicted fvnd Total currgnl perfod catego￿*3 Detslls funds to np4reJt£ Total last penod ID n￿rE51 £ to nEare5t È to n•ar•st E B1 Cash fun(ts Cash and bank balanr*s at start Of year 5,880 6.880 5,434 Surplusl Ideficrtl shown on receipts and paYn￿ts account 422 422 C85h and bank balanco5 at ènd of yoar 6.302 6.302 5.880 IAg$8 b*l8n¢8swlh rec•pts and wrnenl& arLowllsll #4a#•# Fundto**ich468èt￿¢ng6 Deta115 to n•4roDt£ B2 Investments Tothi Fundtowhlch •$￿t b•kng• IW4v•ll1￿frTr Currnnt valui IW Oetalls 61 ymr to nMrn¥lt ID nMrEIlZ B3 Other assets D8tall• Fund lo**l¢h I1•￿ilty￿k￿l•• Arnounld￿• Lllst y•4r nMr••¢£ to n•4rn1¢£ B4 Llabllbti Total Detall8 Fund towhkh l￿bIlIty 4mountdu• to no*rnstt to n••rn•t¢ B5 Contlngent Ilabllltits gned by on• orlwtktrust•• On b•half of all thq tr¥J•tso Slgn3ture Prlnt N3me Dats of approval Decetnber2th)7 APPENDIX 2 The Clackmannanshire Field Studies Society (SCIO) SC047118 Section C Notes to the Accounts C1 Nature and purpose of funds (may be stated on analysis of funds worksh8ets) Unrestricted Funds are those which may be used al the discretion of the Committee Members in furtherance of the objects of the charity. Restricted Funds may only be used for specific purposes. Restrictions arise when specified by the donor or when ftjnds have been raised for specific purposes. Type of activity or project supported Numbpr of grants madè Instltullon C2 Grants Total C3a Trustee remuneration If no remuneration was paid during the period lo any charity Iruslee or person connecled to a IrLtslee cross this box lolhemse complete section 3bl Authority under which paid C3b Trugtse remuneratlon - d&talls C4a Trustee expen8e8 If no expenses were paid lo any charity ITLislee during the period then cross this box lolheNise complete section 4bl Numb•r ol trU8tsa% C4b Trustee expense$ - details Transactlon amount 1£) Balance OLrt8tandlnD at Nature of relationshi Nature of transaction C5 Transactions with trustees and connected persons C6 Other inforniation nqr.R r.Fg.q Arrniinlq ?n?4-?4 Final l Nntp nPnPrn￿￿r ?nn7 APPENDLK2 The Clackmannanshire Field Studies Society (scio) SC047118 Additional analysis (11 Analysis ol receipts and paym$nts 1 Donatlon8 Unresmeted Expendable endowment runds p•mianenl eiloowment R•sitht•d fund Toial ¢urrn Total last perlod to to rnargs¢£ 8•￿•t£ to nDirNtE trj nèArn6t£ Non-MÈrnber5 AtteTKlance and Donal1￿)$ 105 105 103 Total 105 103 2 Grants Unrethbcted fund• R￿￿1¢t¢dIu￿dJ Total cunènl pertod tortear•bt£ Toi*l l•¥t pwlod nw¥••i£ Totsi 3 Gro81 rec?Ipts from oth•r charftsble actlvltl•s ENp¢nd8bl• •nrtowmwnl lynd• to n¥r••t P•rmanent ?ndowm•rbt fund6 to ne4I*•t£ lund• Totll cuff•nt pwlod Totsl la•t pgY*od t•nur•** to r*4Mt£ Total 4 Payments reloung dlrectly to charltable act￿[tI Unreatrlctqd runds Expendable •ndowm&nl nd• P4mibneni endowmént fuDd4 to ll•4mit¢ Totll Current pertod R•strktedfuTrd$ Totil14•1 p•rlod to nui••i E Sp88kers expenses 130 130 100 Totsl 595 595 440 OSCR CFSSA¢c4unts 2024-25 FinaL4ddthnal rK)les111 Dècpmber2007 APPENDLX2 SC047118 Additional analysis {21 6 Breakdovm of unrestrlctsd lunds Tot•1 unfvstrfGt•d funds Total funds 1*4t Receipts Donations 10$ 106 102 Ldga¢ie$ Grants eceipisfrom fundrB19iNJ adivilies Gross trading receip 8*)k Acc￿ni Inierèsl R8n15 from land & t￿lIa￿n9¥ GTOSS receipt$ from Olher Charita￿0 8ctivili88 Sub i•1 1,165 204 204 1.474 1,474 1,270 R•c•lptB Iroffl a••et 4 Inv•8tm•nt•ole Pioceodstrom 5alg of Iix8a as$at$ Proctedstrom sale of Invfrsllt￿S Sub lotsl Total re￿Ipl$ 1,474 1.474 1.270 Pa Expen8es lor lundr8I5ino 8cliwli6 Gross trading paymonis Inve51m8ni manaoemani ¢oJits Payrnwis 18181ino direclly lo thart18￿e 8tti¥i1188 Gr8nt$ and donations Govern8nt8 COSIS. 467 457 334 695 Audit l independent •X8minalion PrepBralion of 8nnu81 accounts Leual ¢o$i$ Sub lotsl I,OS2 1.062 824 P8ym•nti r•l•iing to •••* and Inv•#tm•nt rnovomonty Pwch8509 of fixed 655ets Purchaso d Investments 1,0S2 1,052 824 422 TTansfgr•to I lfroml funds Surplus/ldèll¢ft) forye*r 422 422 Natur• and ur ose offunds OSCR CFSSAccounts202*2S FinBKddrf￿n￿ no* 121 D￿mber 2￿7 APPENDLX 2 The Clackmannanshire Field Studies Society ISCIOI SC047118 Additional analysis (31 6 Bwakdowm of restricted fvnd5 Recelpts Donations Lggacies Grants RocEip18 Irorn fundraisino xtivilie Gr¢¥$ Irsdinu r￿lpt5 Incom8from Inv8gim8ni$oihw Ih8n18nd and buildin95 Ronis from18nd & bu11dirvJ$ Gross receipts from othar ¢h8riiabl8 8¢tivilie Sub fot41 Ro¢¥ipts from as8el & lTrveJtmenl Bal•s Pro￿•d$ from sale ol fixèd a5SFts Proco8d8 Irom $818 ol Inv8$im8nt8 rol8lrocelpts P•ym•nt• Expgnses lor lundraI51ng Bctivi1188 Gross trading paymBnl InvoGlm8nl manapmenl coote Payfflenls r8lalino diractly lo chqrilable ath1vi￿•S Gran15 Bnd donolion Gov8rriBric8 cosI$' Audil I Indynd8nl examinaiion Prewaiion of annual BGcounlS Legal co816 Sub total Paym•ntg rnlatln9 to 4••*t ond Investmwt movtmerrt Purchases dfixed a3501S Purchase ol invesimon18 Tol4lpJymenl$ Not+xelpts/{paymentsJ Tran$f•rJ to I Ifmml fund Surplu¥/fdvfkttJ foryp•r Nature and Uf se of funds OSCR CFSSAccoLrt 202425 FinalAd¢*tional notss131 Dac8mb8t2007 oscr offi￿ of the Scottish Charity Regulator Report to the Independent examiner's report on the accounts trusteeslmembers of , Clackmannanshire Field Studies Society Registered charity I SC 047118 On the accounts of the i Period start date charity for the perlod | Month Period end date Month Day Year Day Year 2024 31 1 03 2025 Set out on pages11 to 6 Respective The chartty's trustees are responsible for the preparation of the accounts in accordance responsibilities of with the terms of the Charities and Trustee Investment (Scotland) Act 2005 and the trustees and examlner Charities Accounts (Scotland) Regulations 2006 (as amended). The charity trustees consider that the audit requirement of Regulation 10(1) (a) to (c) 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. Basls of Independent My examination is carried out in accordance with Regulation 11 of the Charities examiner's ststement Accounts {Scotland) Regulations 2006 (as amended). 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 con￿rning 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 view given by the accounts. Independent examlner's In the course of my examination, no matter has come to my attention statement which gives me reasonable cause to believe that in any material respect the requirements: to keep accounting records in accordan￿ 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. Slgned: Dato: 25 April 2025 Name: Relevant professional oualificationlsl or bodv Address: