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← Include Us

2025-04-30-accounts

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Trustees Annual Report: For the year ended to April 2025

The Chair and Trustees have pleasure in presenting their report together with financial statements for the year ending April 2025

Reference and Administrative Information

Charity name

Include Us

Charity No.

$C048168

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Address
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Structure, Governance and Management

Constitution

Include Us is a Scottish Incorporated Organisation (a SCIO). It was registered in its current form on 28 February 2018 having previously been an unincorporated association formed as a Working Group but changed its legal form to a SCIO. Include Us is a membership organisation composed of Members (both Ordinary Members and Junior Members) and Charity Trustees (composed of Elected Charity Trustees following the first General Meeting).

Appointment of Trustees

Upon incorporation of the organisation, the individuals who signed the Charity Trustee declaration forms which accompanied the application for incorporation of the organisation shall be deemed to have been appointed by the members as Charity Trustees with effect from the date of incorporation of the Organisation.

The Interim Board retired at the first General Meeting, which was held in Feb 2020 and Trustees and Chair were re-elected by its members. Trustees resign and are elected at subsequent Annual General Meetings.

The number of Charity Trustees shall be not less than three and the total number of Charity Trustees shall not be more than eight.

Charitable Purposes

The aim of Include Us is to create and maintain an accessible and inclusive play space in an existing urban pocket park to facilitate and promote social interaction through play and recreation for all members of the community, regardless of age and ability.

Activities

Include Us took ownership of the site from Dumfries and Galloway Council through the Community Asset Transfer Scheme. Following the completion of construction and landscaping, formal opening of Catherine Street Inclusive Park took place in February 2020.

To deliver activities that respond to community needs and ensure the site was maintained to Health and Safety standards, we initially appointed a part-time Development Manager. As our programmes and funding applications increased, this role was made full-time to manage the growing workload and oversee the coordination of events, volunteer supervision, and

the safe operation of the park as a thriving community space.

Recognising the expanding scope of our work, we employed two part-time Community Mentors to support employability and skills training, work experience, and volunteering initiatives, as well as to facilitate public events and targeted group activities for people of all ages and abilities.

To sustain and enhance the quality of our support and programmes, we aim to employ an additional staff member to assist the Development Manager when finances permit. It is also appropriate to consider increasing the hours of our Community Mentors or recruiting further mentors to ensure we continue to meet the diverse needs of our community effectively and maintain the high standard of guidance provided.

Achievements and Performance

The year ending April 2025 has proved to be another vibrant and rewarding period for Include Us. Catherine Street Inclusive Park and Community Garden has continued to flourish as a cherished green haven right in the heart of Dumfries, attracting visitors of all ages and backgrounds.

We remain steadfast in our commitment to providing an inviting, inclusive, and accessible space for play, learning, and recreation, open to everyone in the community, regardless of age or ability or background. Our aim is simple: to keep the park and its many activities entirely free for users; whether for exercise, fresh air, volunteering, or[joining][in][a][host][of] events and social opportunities. We believe that no one should be excluded due to financial barriers, especially as the cost-of-living crisis continues to affect families and individuals across Dumfries.

At the heart of our ethos lies a passion for fostering community cohesion and connection. We strive to organise and deliver a diverse range of activities, reaching out to as many members of the community as possible, particularly those who may feel isolated or overlooked. Our open-door policy welcomes Dumfries’ wonderfully diverse population, inviting everyone to experience the park’s many benefits and opportunities. This spirit of openness is the cornerstone of our ongoing success and the joy that the park brings to so many.

Over the past year, we have been proud to deliver a variety of engaging activities and memorable events, including:

Through these initiatives, we continue to nurture a thriving community space where everyone can connect, learn, and grow together. The enthusiasm and participation of our members and wider community drive us forward, and we look forward to another year of shared achievement and enjoyment at Catherine Street Inclusive Park and Community Garden.

Financial Review

We remain committed to long-term sustainability, with our reserves closely managed and clearly categorised as restricted (allocated for specific funded projects and activities), unrestricted (available to support any of our charitable needs), and designated (set aside by the Board of Trustees for specific agreed purposes).

As the park site and its equipment enter their sixth year of operation, the Trustees and Development Manager are proactively preparing for the inevitable rise in maintenance and replacement costs. To address this, a designated reserve fund has been established specifically for these needs, helping to ensure that the park continues to be a high-quality, safe, and accessible space for everyone. This year, we have further enhanced play

opportunities by purchasing a new all-ability swing seat and a wider standard swing seat to improve accessibility.

The Board also continues to earmark reserves to cover six months of operating and dissolution costs. This prudent measure better reflects the challenging funding climate and the increasing demand for the services provided by Include Us.

We actively seek grant funding for both activities and core costs, and we are deeply grateful to the organisations and individuals who have supported us throughout this financial year, including:

Thanks also to our staff, volunteers and park visitors who continue to make Catherine Street Inclusive Park such a popular, welcoming and inclusive space.

We end this accounting year with:

Designated funding has been agreed as follows:

Our ongoing aim is to secure funding from a variety of sources, organisations and bodies, enabling us to deliver a vibrant programme of activities and events in the park. We are committed to maintaining and expanding the play facilities, as well as enhancing the park’s biodiversity through our community gardening initiatives. This will include the planting of herbs, fruit trees, native species, vegetables, shrubs and flowers, fostering a richer and more diverse natural environment for all.

In the face of ongoing economic challenges and funding uncertainties, we will persist in exploring alternative funding streams and strive towards greater financial self-sufficiency. It remains a careful balance between seizing opportunities for growth and expansion and meeting our financial responsibilities, particularly during these difficult times marked by the cost-of-living crisis. Nonetheless, our dedication to the park’s development and sustainability remains unwavering.

Plans for Future Development

The trustees are committed to ensuring that Catherine Street Park and Community Garden continues to thrive as a cherished community hub, enjoyed by people of all ages and backgrounds. To achieve this, we will deliver a vibrant programme of events and activities, working alongside a diverse array of local groups and organisations to maximise the use of the park as a valuable resource, and to share our collective skills and expertise. We warmly encourage everyone in our community to get involved; whether that’s joining in with park activities, helping to develop inclusive and imaginative outdoor play, or simply enjoying moments of social connection and fun in our welcoming green space.

We aim to break down barriers between generations and provide an environment where everyone, regardless of needs, abilities, background or age, feels included and valued. To bring these plans to life, we are actively exploring new funding opportunities, reaching out to potential supporters and partners to ensure we can continue to grow and enhance what the park offers. Our commitment extends to developing our resilience and wellbeing programmes, creating engaging resources that champion inclusion and diversity (especially through our storybook) and investigating the introduction of outdoor gym equipment to promote health and wellbeing in our community.

Include Us at Catherine Street Inclusive Park 2024-2025

APPENDIX 3

Scottish Charity Regulator

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__ Independent examiner’s report onthe accounts vw |
Report to the Charity name |
trustees/members of | Include Us |
Registered charity $C048168 eee —
On the accountsnumberof the || Period startdate sss}; aet Period end date |
charity forthe period 01 Day. Month | Year | Si Day Month Year|
05 2024 to 30 04 2025 |
Setoutonpages st (ti(‘“‘™SOSCS™~™S armenianinctide tspage— |
Respective the charity’s trustees are responsible for the preparation of the accounts in accordance
responsibilities Of with the terms of the Charities and Trustee Investment (Scotland) 2005 Act and the
trustees and examiner 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. :
Basis of independent My examination is carried out in accordance with Regulation 11 of the 2006 Accounts
examiner's statement 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 alsoincludes -
consideration of any unusual items or disclosures in the accounts and seeks i
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, | do |
not express an audit opinion on the view given by the accounts.
Independent examiner's — |n the course of my examination, no matter has come to my attention.
statement
1. which gives me reasonable cause to believe that in any material respect the |
requirements: i
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
Sig /2026
Nai i
Relevant professi
qualification(s) (if bo y Institute of Financial Accountants
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*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.

|

APPENDIX 3

Only complete if the examiner needs to highlight material problems.

Give here brief details of | any items that the | examiner wishes to | disclose | |

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Include Us $C048168
" D> Receipts and payments accounts
t For the poriod a | OT PY ee |A |
Section A Statement of receipts and payments
. A Expendable Permanent
Unrestricted Restricted end nt towment Total funds Total funds last
funds funds funds funds current period period
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ 1o nearest£
Al Receipts
DonationsLegacies||tao |] | [samo] a|| | [2,967] |
[Receipts from fundraising activites | 72} | | ee)
Grosstradingreceipts| | en |ees
eaand buildings
land a | ——
Rents fromland &buidings | | ee|
ail
activities a | PT
At Subtotal] ——35,012 |} | [35.462] | |___ 75,353 |
A2investment Receipts [sales] from asset &
[Proceeds irom sale offixed asses |
[Proceedsofinvestmentsirom sale |
A2Subtotal||
Total receipts[_ 36,012 ] ——) 1 ae|
A3 Payments
Erpencestortindraiingediaies [|[| es|
Gross trading payments re | |
investment menagenenteoss [I [| S| —
[ce
Saactivities [||] | [ae
rents end donations TT$9,006 es | 70,807
a a
independentexarinaton]
[Aus[Preparation fannuatassoune] gga| | [| |———
aee | |
A3 Subtotal] 59,558 |
A4 Payments relatingto asset and
investment movements
assets
Purchases offaed
Purchase ofimesinents ||
Ad Subtotal]|
Net receipts (payments) [aaa] ee
A Transfers to/from) funds |a ||
&69
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APPENDIX 2 Include Us $C048168
amen Expendable Permanent
Categaries Octaiis Restricted funds endowmentfunds endowmentfunds Totalpevar Total last period
to nearest £ to nearest£ to nearesté to nearest£ to nearest é to neares
Cash and bank balances at end of year 48,805 | 6938 | 63,603
(Agree balances with receipts and payments
account(s))
Detai's Fund to which asset belongs Market valuation Last year
fonearest£ to nearest£
— ——
Total
Details Fund to which5 assct belongs Cost (if available). Currentavailable) value (if Last year
to nearestE to nearest£ to nearesté
apto UnrestrictedRestricted | 483 | [a8]
1,988 1,989
n 1,108 )
Total 383,158 363,158
Detaite Fund to which liability relates Amount due Last year
to nearest£ fo nearest£
 —— ——
Total
Details Fund to which liability relates Amountjpetrnate)due Last year
to nearest £ to nearest &
— — = =
Total __— 3
Signed by one or twot
approval
_DB :
INCLO1 ~ 2025 Accounts / Statement of balances 2 December 2007
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APPENDIX 2

Include Us

$C048168

Section C Notes to the Accounts C1 Nature and purpose of funds (may be stated on analysis offunds worksheets)

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Type of activity or project supported Individual / institution ee é
C2 Grants Hollywood Trust || 30,000
re | i
Activities and events paGcounct —'||—Ss3] 4
Activities and events - outdoor pla’ Inspiring Scotland P| 15,475
Activities and events Share Care Scotland | aaa
Activities and events - Bee Kind Volunteering Matters a ie)
Total 68.462
C3a Trustee remuneration 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 ;
C3b Trustee remuneration -
details
C4a Trustee expenses If no expenses were paid to any charity trustee during the period then cross this box (otherwise
complete section 4b)
Number of £
trustees
C4b Trustee expenses -
details
Transaction Balance
amount (£) outstanding at
Nature of relationsni Nature of transaction
C5 Transactions with trustees
and connected persons
C6 Other information
INCLO1 - 2025 Accounts/ Notes 3 December 2007
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December 2007

APPENDIX2

$C048168

Include Us

Analysis of receipts and payments

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1 Donations
Unga .teal Restricted funds Expendableendowment endowmParman en tt Total current Total bast
to nearest £ to nearest £ tofundneare s t £ to nearefund s t £ to Fnearest £ to Fnearest [£]
TS | 4,460 | | 1,440 | 2,987
| | a |
| es |
——as || =r |
Toil | [tao| [280|
2 Grants
Unrestricted Total current Total last
to fundsnearest£ Restrictedto nearestfunds€ toneriodnearest £ fo nerindnearest [£]
emmmmmmpsiccce tT |
esee |ee)| ||
D&G [a | 35.812 |
DEGShared CG s o u re t-Regenali Amazing Sumer re Fund Fund ——-— _7388|
Scotland Gra es 326| 3380
ar ssars |
| | 18.485|
Total ES) | |71883|
3 Gross receipts from other charitable activities
. Expendable Permanent
Unrestricted Restricted funds endowment endowment —-Tal ah —
funds funds peri pe
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest£
[|
|
|
||
—
Le|
Le|
Le|
4 Payments relating directlyto charitable activities
- Expendable Permanent
Unrestricted Restricted funds endowment endowment Total current Law
to nearest £ to nearest £ to fundneare s t £ to fundneare s t £ to periodnearest £ to nearest [£]
Las! |1774) | [1,700)]
Sundry Expenses EE) | |360} | [238]
a| |__ 4687} | [28)]
Salary& Pension costs /s3s92) 51,731)
oa} | |gos} | [14]
to} | |00} | [|]
Projects 16,188 16,188
EE 326} | [8]
Toa P|16,188 682)[75.199] [7o.07
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INCLO1 - 2025 AccountsAdditione! notes (1)

December 2007

APPENDIX2

$C048168

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Additional analysis (2)
5 Breakdownof unrestricted funds
General Funds Total Total
unrestricted unrestricted
funds funds last
period
Recelp '
4,480 | 1,440 967 |
|| ft |
_ 33,000 | |33,000 | 35,812
Receipts from fundraising activities 872 | [872 | 443
—
|| [|]
Lt |
Sub total |_i36,012} es{36,012| |
Receipts from asset & investmentsales
Proceedsfrom sale of fixed assets
Sub total
Total receipts CC)CE) Ce 39222]
Payments LT a eee
| a |
GrantsPaymentsandrelatingdonationsdirectly to chariteble activities |;| 89.006 | aa | ||a [27,4s0] eee|
a |
| 82 | |sez} | [ss] |
Preparation
of annual accounts) | aa)|
a Cd |es |
a y a. |
Sub total |_59,558| | [28,012] |
Payments relatingto asset and investment
movements
Sub total
her receips/(paymen's)Total payments SSne|SaaS|ee) rer
Transfers
to / (from) funds es|Se | C13]
Surplus
/ (deci for yea ee|eS|eS|TY
Nature and purpose of funds
all unrestricted funds are held to ensure the charitycan meet any expendituras it arises. The trust e es aim to keep a six month contigencyfund in placeat any time.
jallyWood Trust have Provideda Grant for core funding which is also shown as Part of the General funds.
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INCLO1 - 2025 AccountsAdditional notes (2)

December 2007

APPENDIX2

$C048168

Include Us

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Additional analysis (3)
6 Breakdown of restricted funds
Restricted Share Care Amazing
Funds Scotland Summer Fund
Total restricted Total restricted
funds funds last
period
Receipts
ee | es |
ee |eee es |ee
|ee22,136 | |___ 35.462} | [36,134] |
ee|eee es |ee
a | es |
ee a| |
es |eee es |eee
Subtotal |__22436]| |13,326| |es38.462] || [36,134] |
Receipts from asset & investmentsales
Sub total
Total receipts [2236] __ssz6Dy Le
Sub total 16,188
Payments rotating to asset and investmont
movements
Sub total
Total payments ——i |aa|
Net receipts / (payments) ee| Ses |
Transfers to / (from) funds [195,386] (zen)LC)
Surplus / (deficit for yar r| e e | sr)(as)7
aPurposeof funds
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INCLO1 - 2025 AccountsAdditional notes (3)

December 2007