APPENDIX 1
Trustees’ Annual Report for the period Period start date Period end date ~~———~~ Day Month Year Day Month Year From To 01 05 2022 30 04 2023
Office of the Scottish Charity Regulator
Reference and administration details ~~et~~
Charity name The Upper Nithsdale Medical Fund Other names charity is known by Registered charity number SC 050086
Charity’s principal address The Health Cente Staion Road Sanquhar
Postcode DG4 6BT
Names of the charity trustees on date of approval of Trustees’ Annual Report
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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 |
|---|---|---|
| Structure, governance and management | ||
| Type of governing document Trustee recruitment and appointment |
||
| Constitution of SCIO | ||
| The board b wa of resolution | ||
| y y | ||
| Objectives and activities | ||
| Charitable purposes Summary of the main activities in relation to these objects |
||
| The advancement of Health | ||
The saving of lives |
||
| Provision of trainin and euiment | ||
| g qp |
2
APPENDIX 1
Achievements and performance
Summary of the main achievements of Activties not yet commenced the charity during the financial period
| Financial review | |
|---|---|
| Brief statement of the charity’s policy on reserves Details of any deficit Donated facilities and services (if any) |
|
| No activities et commenced | |
| y | |
| No activities yet commenced | |
| N/A | |
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
----- Start of picture text -----
Signature(s)
OSCR will accept
digital or typed
signatures
Full name(s)
Position (e.g. Chair)
Chair
Date
04/06/2025
----- End of picture text -----
4
Enter SC No. below
Enter charity name below
SC
Receipts and payments accounts
| Period start date | Period start date | Period start date | Period start date | Period start date | Period end date | Period end date | Period end date | Period end date | Period end date | |||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| For the period from |
Day 01 |
Day | Month 05 |
Month | Year 2022 |
to | Day 30 |
Month 04 |
Year 2023 |
|||||||||||||||||
| Section A Statement of receipts and payments | ||||||||||||||||||||||||||
| Unrestricted funds |
Restricted funds |
Expendable endowment funds |
Permanent endowment funds |
Total funds current period |
Total funds last period |
Total funds last | ||||||||||||||||||||
| to nearest £ | to nearest £ | to nearest £ | to nearest £ | to nearest £ | to nearest £ | to nearest £ | to nearest £ | to nearest £ | ||||||||||||||||||
| A1 Receipts | ||||||||||||||||||||||||||
| Donations | - | |||||||||||||||||||||||||
| 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 | - | |||||||||||||||||||||||||
| - | - | - | - | |||||||||||||||||||||||
| A1 Sub total | A1 Sub total | 0 | - | - | - 0 |
- | - | 0 | - | - 0 |
- | - | 0 | - | - 0 |
- | ||||||||||
| A2 Receipts from asset & | ||||||||||||||||||||||||||
| investment sales | ||||||||||||||||||||||||||
| Proceeds from sale of fixed assets Proceeds from sale of investments A2 Sub total - - - Total receipts - - - 0 0 0 0 0 0 ~~—~~ |
- - 0 0 |
- - |
- - |
0 0 |
- - - - |
- - 0 0 |
- - |
|||||||||||||||||||
| A3 Payments | ||||||||||||||||||||||||||
| Expenses for fundraising activities | - | |||||||||||||||||||||||||
| Gross trading payments | - | |||||||||||||||||||||||||
| Investment management costs | - | |||||||||||||||||||||||||
| Payments relating directly to charitable | Payments relating directly to charitable | |||||||||||||||||||||||||
| activities | - | |||||||||||||||||||||||||
| Grants and donations | ||||||||||||||||||||||||||
| - | ||||||||||||||||||||||||||
| Governance costs: | ||||||||||||||||||||||||||
| - | ||||||||||||||||||||||||||
| Audit / independent examination | - | |||||||||||||||||||||||||
| Preparation of annual accounts | - | |||||||||||||||||||||||||
| Legal costs | - | |||||||||||||||||||||||||
| Other | Other | Other | ||||||||||||||||||||||||
| - | ||||||||||||||||||||||||||
| - | - | - | - | |||||||||||||||||||||||
| A3 Sub total | 0 | - | - | - 0 |
- | - | 0 | - | - 0 |
- | - | 0 | - | - 0 |
- | |||||||||||
| A4 Payments relating to asset and | ||||||||||||||||||||||||||
| investment movements | ||||||||||||||||||||||||||
| Purchases of fixed assets Purchase of investments A4 Sub total - - - Total payments - - - 0 0 0 0 0 0 ~~——————~~ |
- - 0 0 |
- - |
- - |
0 0 |
- - - - |
- - 0 0 |
- - |
|||||||||||||||||||
| Net receipts / (payments) A5 Transfers to / (from) funds Surplus / (deficit) for year |
- - - - - - - - - - - - - 0 0 0 0 0 0 0 0 0 0 00 0 0 0 0 0 0 0 ~~=——————~~ |
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 £ |
T | otal current period to nearest £ |
Total last period to nearest £ |
|---|---|---|---|---|---|---|---|---|
| Cash and bank balances at start of year | - | |||||||
| 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 |
- 0 |
- 0 |
- 0 |
- 0 |
- 0 |
- 0 |
||
| - | - |
- Fund to which |
- asset belongs |
- | - |
|||
| M | arket valuation to nearest £ |
Last year to nearest £ |
||||||
| Details | Fund to which | asset belongs | Total Cost (if available) to nearest £ |
- 0 |
- 0 |
|||
| C | urrent value (if available) to nearest £ |
Last year to nearest £ |
||||||
| Details | Total - Fund to which liability relates 0 |
- 0 |
- 0 |
- 0 |
||||
| Amount due to nearest £ |
Last year to nearest £ |
|||||||
| Details | Total Fund to which liability relates |
- 0 |
- 0 |
|||||
| Amount due (estimate) to nearest £ |
Last year to nearest £ |
|||||||
| Total | - 0 |
- 0 |
||||||
| Date of approval |
||||||||
| 04/06/25 | ||||||||
| 04/06/25 | ||||||||
- 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 N/A funds (may be stated on analysis of funds worksheets)
| C3a Trustee remuneration C4a Trustee expenses C6 Other information C5 Transactions with trustees and connected persons C3b Trustee remuneration - details C4b Trustee expenses - 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 | - 0 |
||||
| 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) |
x |
||||
| Authority under which paid | £ | ||||
| If no expenses were paid to any charity trustee during the period then cross (otherwise complete section 4b) |
this box | x | |||
| Nature of transaction | Number of trustees |
£ | |||
| 0 | |||||
| 0 | |||||
| 0 | |||||
| 0 | |||||
| 0 | |||||
Nature of relationship |
Transaction amount (£) |
Balance outstanding at period end (£) |
|||
0 |
|||||
| 0 | |||||
| 0 | |||||
| 0 | |||||
| 0 | |||||
| No transactions |
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 £ |
||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| Total 2 Grants |
- 0 |
- 0 |
- 0 |
- 0 |
- 0 |
- 0 |
|||
| - 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 |
- 0 |
- 0 |
- 0 |
- 0 |
|||||
| - 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 £ |
||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| Total - - Unrestricted funds to nearest £ 4 Payments relating directly to charitable activities 0 |
- 0 |
- 0 |
- 0 |
- 0 |
- 0 |
- 0 |
|||
| - Restricted funds to nearest £ |
- Expendable endowment funds to nearest £ |
- Permanent endowment funds to nearest £ |
- Total current period to nearest £ |
- Total last period to nearest £ |
|||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| Total | - 0 |
- 0 |
- 0 |
- 0 |
- 0 |
- 00 |
|||
| - | - | - | - | - | - |
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 |
Unrestricted fund 1 - enter name of fund below |
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 | - | ||||||
| Legacies | - | ||||||
| Grants | - | ||||||
| Receipts from fundraisingactivities | - | ||||||
| Gross tradingreceipts | - | ||||||
| buildings | - | ||||||
| Rents from land & buildings | - | ||||||
| Gross receipts from other charitable activities | - | ||||||
| Sub total Receipts from asset & investment sales |
- 0 |
- 0 |
- 0 |
- 0 |
- 00 |
- | |
| - | |||||||
| Proceeds from sale of fixed assets | - | ||||||
| Proceeds from sale of investments | - | ||||||
| Sub total Total receipts Payments |
- 0 |
- 0 |
- 0 |
- 0 |
- 0 |
- 0 |
|
| - | - 00 |
- 0 |
- 0 |
- 0 |
- 0 |
||
| - | |||||||
| Expenses for fundraisingactivities | - | ||||||
| Gross trading payments | - | ||||||
| Investment management costs | - | ||||||
| Payments relatingdirectlyto charitable activities | - | ||||||
| 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 |
- 0 |
- 0 |
- 0 |
|
| - | |||||||
| 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 |
- 0 |
- 0 |
- 0 |
|
| - | |||||||
| - 0 |
- 0 |
- 0 |
- 0 |
- 0 |
- 0 |
||
| - | |||||||
| - 0 |
- 0 |
- 0 |
- 0 |
- 0 |
- 0 |
||
| 0 | 0 | 0 | 0 | - 0 |
0 | ||
| - 0 |
- 0 |
- 0 |
- 0 |
- 0 |
- 0 |
||
| - | |||||||
| Nature and purpose of funds | |||||||
| No funds held |
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 |
Restricted fund 2 - enter name of fund below |
Restricted fund 3 - enter name of fund below |
Restricted fund 4 - enter name of fund below |
Total restricted funds |
Total restricted funds last period |
|---|---|---|---|---|---|---|
| Donations | - | |||||
| 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 |
- | - | - | - | - | - |
| - | ||||||
| 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 | - | |||||
| Grants and donations | - | |||||
| Governance costs: | - | |||||
| Audit / independent examination | - | |||||
| Preparation of annual accounts | - | |||||
| Legal costs | - | |||||
| - | ||||||
| - | ||||||
| Sub total Payments relating to asset and investment movements |
- | - | - | - | - | - |
| - | ||||||
| Purchases of fixed assets | - | |||||
| Purchase of investments | - | |||||
| Sub total Total payments Net receipts / (payments) Transfers to / (from) funds Surplus / (deficit) for year |
- | - | - | - | - | - |
| - | ||||||
| - | - | - | - | - | - | |
| - | ||||||
| - | - | - | - | - | - | |
| - | ||||||
| - | - | - | - | - | - | |
| - | ||||||
| Nature and purpose of funds | ||||||
2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (3)
December 2007
APPENDIX 3
Independent examiner’s report on the accounts
| Independent examiner’s report on the accounts’s report on the accountss report on the accounts V2 |
Independent examiner’s report on the accounts’s report on the accountss report on the accounts V2 |
Independent examiner’s report on the accounts’s report on the accountss report on the accounts V2 |
Independent examiner’s report on the accounts’s report on the accountss report on the accounts V2 |
Independent examiner’s report on the accounts’s report on the accountss report on the accounts V2 |
Independent examiner’s report on the accounts’s report on the accountss report on the accounts V2 |
Independent examiner’s report on the accounts’s report on the accountss report on the accounts V2 |
|---|---|---|---|---|---|---|
| Charity name The upper nithsdale medical fund |
||||||
| SC 050086 |
||||||
| Period start date | Period end date | |||||
| Day | Month | Year | Day | Month | Year | |
| 01 | 05 | 2022 | to | 30 | 04 | 2023 |
| (remember to include the page numbers of additional sheets) |
Report to the trustees/members of
| SC | |
|---|---|
| Registered charity number |
SC 050086 |
| On the accounts of the | Period start date Period end date |
| charity for the period | Day Month Year Day Month Year |
| to 01 05 2022 30 04 2023 |
|
| Set out on pages | (remember to include the page numbers of additional sheets) |
| 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) 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. | |
| Basis of independent examiner’s statement |
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. | |
| Independent examiner’s | In the course of my examination, no matter has come to my attention [other than that |
| statement | 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. | |
| Signed:** | Date: 04/06/2025 |
| Name: | |
| Relevant professional | |
| qualification(s) or body | |
| (if any): | |
| Address: |
*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 Charity has not commenced activities any items that the examiner wishes to disclose