APPENDIX 1 oscr,- Period start date Month Year 24 Period end date Month Year 03 25 Oay 01 Day 31 To Office of the Scottish Charfty Regulator Reference and administration details Charlty name Other name6 charity is known by Registered charity nurnr Charty's prlncipal address SUSTAINABLE WEST LINTON AND DISTRICT SVVID SC050224 clo West Linton Village Centre Raemartin Square West Linton Scottish Borders Postcode EH46 7ED Nam08 of the charfty tru8tO•8 on date of approval of Trustees. Annual Report Ollk•111 anyl D•t•• ict•d ff ' not lor whol• ymr ¢ (of hodyl •nllllad to appolnt tru•t••111 any) Management Committee Co£hair Chair From 24 March 2025 Treasurer From 31 July 2025 From 24 March 2025 Secretary 10 11 12 13 14 15 16 17 18 19 20
APPENDIX 1 Reference and administration details Narn of all othor charity trustoes during the perlod, If any. Ifor example, tho$• who resigned part way through the financial period) Name To 30 September 2024 To 24 March 2025 To 11 July 2025 Structure, governance and management Type of governlng document SWLD is a Scottish Charrtable Incorporated Organisation (SCIO) governed by its Constitution. Tru•tM recruitment and appolntment Potential trustees are identified by local Community members and rrembers of the Board of Trustees and are appointed by the Management Committee (ref. para 59 of the Constitution). Objectives and activities Charltable purposes The Charity's constilutional objectN98 are.. - The advancement of environmental improvement in Wesl Linton by identifying and aCmlshIng environmenlal projects whth benefit the local community, increase environmental sustainability and support sustainable INing, whilst workin9 towards zero wasle for West Linlon. The advartement of èduGg1ion by providing leaming opportunities for vocational skills and training whith are of benefft to all ages and abilits, increase employment opportunty and allow individual enhanced ¢ontribulion towards improving lifestyles, the local environment, and erniironmental SU8tsinabilty. West Linton's 'Roamers Wood, community woodland Pfoiect. Summary of the main actlvltles In latIon to theso objects The Rare Varieties Project to establish a pear and apple genetiG'library" to fulureproof varieties under threal. The "Pick My Fr1. project to redi$tribLrte surplus fTUit. The Community Thermal Action Project to imwove awane$S of housing he81ir¥J efficienty. The Borders Roll Out Project to ass6sl olher Borders communities in setting up their own Heat Teams.
APPENDIX 1 Achievements and performance Summary of the main achievements of Roamers Wood continued to provide exceptional èducational and scientific the charlty during the financial period research opportunities. There was ntInued engagement with West Linton Primary School pupils on environmental projects and scientists from Edinburgh University continued to conduci research. Plans were initiated lo widen access and inclusivity at Roamers Wood through the provision of an all-ability parking spacé with access and fijrther path improvement. A communty planting planted around 1000 trees. Maintenance work was carried out on rnatu trees at Roamers Wood to ensure a continued safe environment for users. Berry Lane, an avenue of fruit-bearing bushes provlding berries for local people to pick and to provide feed for wildlife, was extended. Polli Alley, a pollinator alley of wildflowers, was further devèloped. The Roamers Wood website was enhanced. The Rare Varieties Project grafted and planted 170 rare variety apple and pear trees. The "Pick My Fruit" project continued to make use of apples and rhubarb which would otheTrvise go lo waste and ensured the fruit Was usefvlly used. The Communty Themial Action Project continued to improve awareness of housing heating effidency through provision of free Ihemal surveys. The Borders Roll Out Project provided tralning, support, marketing assels and 8ofiwgffj to other Border8 communitie8 8etting up their own Heat Team8. Financial review Brlef ststement of the charlty'8 poIIcy on re88rvès The Charity funds each project on a stand-alone basis from grants and contributions received from third parties. Should funding in any financial year exceed outgoings then any such reported surpluses are used to fund future projects. Any unutilised designated funding is carried forward to meet specific activities. On this basis the Trustees do not plan for the growth of unrestncted reseprfes.
Details of any deficit During the year the charty received £28732 principally from donations, grants and fundraising, including £8600 from a grant, the expenditure relating to which will take Pla following the year end, leaving £20132 of receipts relating to the year ended 31 March 2025. The charity paid out £16535 on payments relating directly to charitable activities. The result was a surplus for the year of £12197 of which £3597 related to the year ended 31 March 2025. Donated facllities and services (If any> The charity is founded on the involvement of the local village community. The Trustees are grateful for the hard work of a number of dedicated individuals and the support of many volunteers giving their time and energy to improve the local environment. 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
Signatur•{s) Full name(s Posltlon (e.g. Chair) CO-CHAIR TREASURER Dats
APPENDIX2 Sustalnable W8St Linton and Dlstrlct SC050224 Receipts and payments accounts Forthe pead from ScOtth Charity Regulator oi 2024 31 03 2026 Section A Statement of receipts and payments Unv¢strlci•d fund$ RtrICI•d Expgnd•l>l• P•Ymanont Ttstsi fund currom pfrrfod Total fu#d8 lasi Pl0d furtds r1•t¢ t•M•r•tÉ to nMmt£ A1 R•eol DcatIon$ 7.041 5,392 acies Grt5 20.862 690 20,852 890 30.169 1.604 Receipls fr fLndra151rvJ a(livilie$ Gross Ir8ding rIPtI Inccén8from inve$frNThts othth&n land and tIlding& R8ni8 from land & buildlrya Gross receims frtth Oih¢r ¢h8rtt8bl• 8ctNK ub total 745 28.732 37,118 A2 R•¢•lpts Irom •M•t & Inv•stm•nt ••1 Pfx4ad8 from 6ale of fixed 888•t8 Pro¢<od8 li 8810 ol Inwstments A2 Sub tot•1 rotal rocelpts 146 27.987 28,732 37,116 A3 Paym•nts Exp66& IL¥ fundrailing Ktlvlli88 Grosi Iradlng payrnnij InStMent managemoni C PayThnli rd•iiry dlroetly to ehorlt8bl• act4vllle5 Grte and dtIonS 201 16,786 18,080 •iiiiJ Audll l thdeF4Jnden¢ Bxaminatlon Preparat of annual ac4ounts Log41 ¢osts Oiher A3 Sub total . 3S1 16.788 18,560 A4 Paymgn¢• to 4M•t In Inv•itm•nt mo¥om•r Purcha%5 of fixed 885et1 18.OB8 Purch8ye d inve$bnent5 A4 Sub total 18,858 rots1YrnwrtS . 251 18.786 16.530 37,423 12,197 13081 A5 Tra18 to I (from) fund8 Su1$/(¢fi¢lt) foryear 432 12.197
APPENDIX 2 Sustalnable West Llnton and Distrlct Section 8 Statement of balances SC050224 T(rf•l pwIc4J fvndb T•t•l I•Bt p•rful B1 C•6h lund• Cash aNI bal$ at start of ywr 2,401 4920 6.237 su&l IdefKrtI 432 11,766 t2.l¥Y Ca•h and b•TrM lInCol atond alyr 2,193 143 17.128 aC•>MiI411 Tolal tyj BJ Oth•r ••••t• Th•1 Fkr 11,090 4.600 •.291 ln RefvrI¥ L•rnw L ' Fwxl 11,858 4.587 9,472 D¥ifti,y MoL¥ltdu B4 U•bllltb•• Tatsl Ml (1 >**r nr• B15 Il•blllll To on th•tylllt• Prfnt Nam• approval SWLD Ato>JM$31.125•thJ 27 10.251 sta1
APPENDIX 2 Sustainable West Linton and District SC050224 Section C Notes to the Accounts C1 Nature and purpose of funds (may be Stated on anatysis of funds worksheets) To promote environmental improvement and stimulate involvement and develop awareness of environmental 5UStainability within West Linlon and Distri¢X. Income in the year lotalled £28732, which included grants lolalling £20852. consssling of £10161 from SBC for the Borders Roll Oul Project. £991 Irom the Borders Tree Grant Scheme for Rare Varieties Project. £8600 from the People's Poslcode Trust lo widen access and induswty at Roamers W(KMY, £5(Y) from Scottish Borders Climate Action Network lowar(Is videos for the Heal Proiecs and £600 from West L¢nton Communty CounGil lo fund ongoing path $urfacin9 at Roamefs Wood. Wher& income was receNed for specific purposes, funds were maintained and expenditure allocated accordingly. fesulling in main fvnds being the Thermal Project and Borders Roll Out Heal Funds and the Roamers Wood and Related Projects Fund. Fundraising for RoameTS Wood included £310 raised from lo4 communty sponsorship of W3W ptots wrthin Roamers Wood and £380 from a Rent-A-Xmas-Tree promotion. Type L)1 ai:tivity or praject SLlPPQrte<l IndId41 I Institu0Th Numb•rof grant• md• C2 Grants Total C3a Tru8ts• rnmun•ratlon If no remuneration w88 paKI during th8 period lo any charty trustee or person connected lo trustee cross this box {olheThvise wmplelo se¢tion 3bl ALltho¥ily iiiidsir wliich Piiid C3b Tru8t•e romun•ratlon - dots118 In a¢*8nCe wrth An reem8nl ¥wth SWLD a cLJnsul¢8n fee of £12 w88 id to a truit80 1,200 for Tralni and Su rovi0oJ 10 o)mmunits'•s d• Heat Teams 88 th• Borders RCAI Out. C4a Tru8tO0 OXPOn80• If no expenses were paid lo any charity Iru518e during the period then cros5 this box lotheThvise complete section 4bl Numb•r of trust• C4b Tru8ts0 expen8e8 - dètslls Travel 446 Trnn88cllon amount 1£) Balanco outstandlng •1 rlod •nd Natitsro ol rtrlatioiishi Nature ol ii'ansactioii C5 Tran8a¢tlong wlth tru8teos and connected r80n8 C6 Other Inforniatlon Surplus for the Year indudes a granl of £8600, in re¥ect of which the expenditure wll take place after the year end. Surplus for the year, exduding the grant. is £3597. SWLD Arunts 31.3.25 adit8d 27.10.25 l Not• Decernber 2007
APPENLXX2 Sustainable West Linton and Dlstrfct SC050224 Additional analysis111 An•tysh of r•¢•lpts •ftd paymfjnts 1 Don4lk>ns Tctl ta p•rfod fun nd¥ frjr Gen£rAI Tnwmgl Propc4 609 740 4143 2,S38 2.530 Wwi Llnlon thhard TotAI 7.041 6.392 2 0r•ntA T4•l ¢unwrt nMThtE General Theiffld Prq8Ct 891• Roll O 10.181 10.181 Ro•m•rd Wood •nd R•l•t•d ProJ•th Total 10,191 10,191 10.109 3 Orn•• r•¢•lpts from oth•r¢hidtsbh •¢V¥ Toill eunht rtod t•V4Mff•bt£ errore0ml0ty Tot•1 4 Pawn•nts dlM¢ty to ¢h•rhtsh actl¥lll•s Expnd•t Totsl ¢urY•nt Tot41 p•rfod trJrA•r•il£ tund* Ro8m¢r$ Wo(xJ eordeis Roll Oth Hoai T•Am Prr4B¢I Thanykgl Prq8& Heal Tèèm Pr EIlK811(Ml R8SQUlCe General Fund Carlop• 770 814 201 261 137 Tot•1 2S1 16,036 S0 Ae{rt 313.25odhod 27.1Q.25Adth01 ThJtes111
AppENx 2 Sustainable West Llnton and Distrfct SC050224 Additional analysis131 6 8rn•kdown 01rn5trktgd lun1$ fundb k•¥t ProJ•rt Fund• 4863 Don8iion5 LqoaJa5 Grt$ Ree8lPts Irorn fundraisiw 8ttivitS GrosB trading roc8ipis Incorntrfrom In0rts than land and iklKvJs Ren15 Irw & 1J18 Gr¥ roc8ipl¥ oth¥&tb¥e11vitI0$ Sub 11 20.862 690 30,189 10,181 1Q191 10.181 ProceedE liw 6•le d fi¥od 33sè1s pr0&$ fr(xD sal• ol in$tonI Sub tot•1 Tot•lm•lpts 10•7 14081 27.107 Plynn Expenses lry fj181S1ng llriiyitl GIo8B trqding paymgnts Invejimonl rnan8g8pneni CNI P•yments relèllng dlroGIty lo adIal4• I#lYiti•J GF4nll 8rKJ donBIIty GovwnÈnc8 18. 11.7 206 Audit l irKpenthl examirwlK)n Preparolion ol annual pccounlJ L•981 Sub lolal 18,200 P•ym•nt• rnl•YTr4 to ••q•t •nrt kN•tl Pur¢w805 01 fixed a$8als Puith&ye of iTwestrneni8 Sub fo 11868 TotsIp•ymts (920 11.788 37,06) 1,241 11.2 4$7 Trnn•f•rn to I lfroml fund• Surylus/fd•ff¢AJ foryaor 1341 1177 and ¢ of fund8 SWLD AU*IthIts 31 3.25 27.102s4hd thI{3)
APPENDIX 3 SciillI81i C IdTrty Rek1ulaiui Independent examlnor's report on tho accounts Report to t Chanty nw truste•8lmombors of SUSTAINABLE WEST LINTON and DISTRICT Reglstored charlty 3C050224 number ' On the a¢¢ounts of the chartty for the porlod Perbd stsrt dats Month Perlcxj end date Y6•r 2024 Day 01 To 31 2025 8•t out on pay• Appondlx 1 Ipages 110 41 nl¥ 2 IallOnS A b) C adthlionol Irwn•rthrto IrKhJd• th• pAg• an9ty8 paS l and 31 R•spoctlv• The chaty's trustees are responslble for th8 pr8paraiion of the accA)unts In acrdanCe r•sponslbllltle8 of wtth the lernis of th8 Charltles and Trustee Investrn8nt (Scotland) 2005 Act 8rn1 th8 trn•t••s and •xamlrr ChalIeS Acc¢)unts (Scodand) Regulations 2006 (as amended). The tharfty trustees consider that the audil requirement of Regulation 10(1) {d) of the Accounts Regulation8 does not apply. It is my responsbilty lo examine the a¢cA>unts as required under 8ection 44(1) (c) ol the Act and to state Whetr PartIr matters have o)me to ry attenuon. 8a•l8 of Ind•pond•nt My examlnation is carvie(l out in aczordancJ with Regulallon 11 of the 2006 Accounts •xamlnofs statsmont Regulations. An examination indud88 a revSew of the a¢counb'ng re(x)rds kept by the charty and a Comparison of the accounts presented wrth those records. It also indudes consideration of any unusu81 items or disclosures In the accounts and seeks explanations from the trustees concemlng any suth matters. Tho procedures und8rt8ken do noi provide all the eviden(8 thai wLxJld be required In an audft and. consew8ntly, I do not express an audlt oplnlon on the viaw glv6n by the accounts. Indep•nd•nt •xamln•rfs In the COU of my examlnation, Th) matter has 0)me to my attentSon 8tatemont which glves rn reasonable cause to belleve that In any malerial respeci tt)6 requireworts: to keep acc4)unting re(x)rds in accordance with section 44{1) (a) of the 2005 Ad and Regulation 4 of the 2006 A(zounts Regulations, and to prepare ac(x)unts which ac(x)rd wrth the accounting records and comply with Regulation 9 of the 2(KJ6 A(xounts Regulallons have not been me( or 2. lo which, in my opinion, attention should be drawn in older to enable a proper fthe unts t be read)ed. Slgnod: Name: Relevant wofesslonal qualfflcatlon(s) or body Institute of Chartered Accountants of Scotland (ll any): Addr•ss: 'Plea8e delete I1 vrds In the Ixackotj il Itw not appty. Ifthe IrdS W, 3•twl th¢)¥e n•tters *thi¢h hov¢ lo y(r attenlon on th• foll¢xing page.
APPENDIX 3 Disclosure section Only complete rf the examiner needs to highlight material problems. Glve here brief detalls of any Items that tho ftxamlner wlshes to disclos•