Nso, WEST LOTHIAN 50+ NETWORK (SCIO) Scottish Charity No: SC051335 ANNUAL ACCOUNTS year ended 31 March 2025 Trustees, Annual Report Independent Examiner's Report Statement of Receipts and Payments including Statement of Balances and notes to the accounts. IIPage
CHAIR'S INTRODUCTION Proiiucin8 an annual report pfoviLles Ihe opporiuriiiy 10 ()ring togetkiLJr all the Tacts ariu figures f rom the past year, taking stock of where we have come from and pointing the direction for the future. But we niLJSt not lose sight of the tliiiigs tliat are much harder to measure, and the purpose of our charity; the inip3lt that the West LothiLin 50+ Networ1< h35 on our members, lives. This year we have once again witnessed the ti"ansformation of many more lives, as more people found their way to new purpose following retirement, new social activities and new friendships, helping theni to avoid the social isolation that so many older people can face. Anecdotally there are niany stories of how new members change and increase in confidence as they find their feet in the Netivork, whilst the Member Survey conducted at the end of 2024 provides personal testtmonials from members who have felt the benefits of being part of the Network. We achieve tnese outcomes tnrough a wio'e variety of dctivities and everrts, dli of wnicri serve tne common purpose of bringing people together for positive social interaction. This is co-ordinated by our excellent staff team but is largely made possible with the input of our amazing team of volunteers, a resource that is very hard to quantify. I'd like to take this opportunity to reflect on the fantastic year we had as we celebrated our 30 anniversary in 2024. We enjoyed four amazing short holidays, visited many interesting places on our monthly day trips, and enjoyed some excellent events, including the excellent anniversary concert staged by our choir at the Regal Theatre in Bathgate. A lot of planning and work from all those involved but a truly memorable year. We continued to welcome new members to the Network and are indebted to all the group leaders who helped us to meet the challenge of forming new groups to cope with continued new demand. It is th3nks to members stepping up to le3d new groiJps that last ve3r vde mBde ETre3t.stridp forward in bringing down waiting lists for activity groups, one of the key reasons that people join the Network. Other positives in 2024/25 saw the strengthening of the Board of Trustees, with the admission of new trustees who have added to the range of skills and brought new energy to the Board. th Wè iofittriijèd LV èfijoy trXi¢ I Icl-i L sUF4iOi L l i ull-l Ll"Iè IULd l LUi"i-In-i ilr li Ly a flu luv N l Ul Wcll U LV LUI l Li"1 i ui'fi to develop new and strengthened partnerships with organisations with common interests. The year was not without its challenges. As costs continue to rise, and we face increased competition for external funding, the Network is working harderto seel< bestvalue for our members in all that we do. We are grateful to ourfundraiser who continues to source funding to help marntain our activities, and to the numerous external funders who have confidence in the work of the Network, entrusting us with the financial support we need to maintain our premises, staff and other running costs and activities. We are also fortunate in having huge support amongst our membership who are helping us to rise to the challenges, redoubling our efforts to seek new fundraising opportunities so that we can continue to make a significant difference to the lives of older people in West Lothian. 21Page
ANNUAL REPORT (vear ended to 31 March 2025) This is the second annual report and accounts of WesL' Lothian 50+ Network (SCIO) and the first full vear after all activities transferred from the original Wesl. Lothian 50+ Network on l October 2023 Income from mernbership fees and our own fundraising events have been supplemented by significant external funding streams. This has enabled us to rnaintain ourstaff, premises and general running costs as well as funding new groups, activities and venues. CONTEXT The West Lothian 50+ Network operates in an environment where the local elderly population is growing taster than the national Scottish average. Recent figures published by West Lothian Council, in the context of local demand for health and social care services show that the i Limvci i of Pcople in 'NesL Lothian aged 65 LO 71 4 is expecLed to increase by 190A by 2028, with those aged over 75 increasing by 39%. This is compared to the Scottish average growth of 14.4% in the 65 to 74 population and 25.4% increase in those aged over 75 during the same period. This rate of growth has implications for the Network as a provider of services for older people and is likeFy to impact on membership growth leading to increased demand for member activities, staff time, volunteers, premises and funding. In August 2024 we produced a 3-year bustness plan which focuses on these key areas. Whilst we aspire to continue to extend the benefits of the Network to all those who could benefit, and aim to continue to increase our geographic spread across West Lothian, we needed a period of consolidation following the surge in membership following Covid. Therefore, for the first year of the plan, 2024- 2025, our emphasis has been on sustaining our existing membership and coniviisJu Lll 15 ¥411 iaL VVC vri 51 vvvli i ai iu iiivli . Ma a i ¢ Iu'vr I I'iauÈ Fil VSI in supporting new members and seen great improvement in the management of waiting lists for groups. DIRECTION AND STAFF The Network is overseen by a Board of Trustees, all of which are volunteers elected from the membership. The trustees give the Network strategic direction and ensure that the funds are properly manageci. Triere are Tour urrice Dearer5: Lhair, vice iriair, I reasurer ario, ieLretary. iri addition, individual trustees oversee areas such as Activity Groups, Trips and Holidays, Marketing and Cornmunication, Premises, Speakers and Events, The trustees who have acted in 2024/25 are as follows..
Dav to day operations at our fvIL)nibL)rs' l-IiJb/dLJniinislrdtive cefiire are run by a part-time charity manager and tNvo parl tinie nienibei SLipport stdtl, In 2024/25 we be'came an accredited Living Wage eniplol'er, Unfonuriaiely fLJiiiliii8 for our part-lime Volunteers and Activities Coordinator Cdme 10 an end during this period and Ive triad to lake the diff iculi decision to close Ihis porition. MEMBERSHIP lembership of the West Lothian 50+ Network at 31 March 2025 stood at 765 and was slightly higher than ai the end of March 2024. Siaiistics show that 57.51% of the membership joined in the last three years (2022 to end March ?0251, which has resulted in a large cohort of new members, and unprecedented demand for group membership. Although based in Bathgate, traditionally the hometown of most of our members, we remain committed to our aim of broadening our membership across West Lothian. This has had some success, with the membership based in Bathgate now at 39%. Our members range in age from those in their '50s, to a few in their '90s. The age range for the majority of our members is 70-79 years (43%). Those in their'50s and '60s comprise some 36% of our membership. 780/0 of the membership is of pensionable age. Membership Levels 1994-2025 757 765 7CX) 681 565 SCKI 437 442 382 373 362 405 325 328 332 324 350 358 283 294 3QJ 2 i(x) 33 1994 2CX)8 2)9 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 41Pa8¢
VOLUNTEERS uur memoer voiurtteers are the iyncnpin of tne 'rfvest irJtrii3n iu* iyetWQTk. InciudrrTg ourvoiurrteer trustees, and those who lead and support some 70 different interest groups and activities, some IOO/u of our members are actively involved in volunteering, a truly fantastic contribution and one which begins to explain the Network's success. Some 70 volunteers lead a group, some lead more than one group, bringing people together on a regular basis, providing companionship and purpose for many, week in, week out. A smaller group of dedicated volunteers support our events, whether it be in the pfanning of those events, or delivery on the day- undertaking home baking, organising raffles, setting up tables and chairs, rolling sleeves up in the kitchen, providing refreshments, serving teas, washing up... Our team of "meeters and greeters" volunteer alongside our staff team in the hub, helping to welcome members and those enquiring about becoming a member. Others have supported ourfundraising efforts, seeking sponsorship and support from local businesses, whilst others still have helped to promote our Network in the wider communitv, manning stalls at community awareness days, distributing posters, assisting at bucket collections. Over 30 volunteers stepped up last year to undertake our first aid training sessions. PREMISES Our Members, Hub and administrative centre in the centre of Bathgate continued to be weIl used by many of ouractivity groups, with 26 groups meeting in the designated Activity space on a regular weekly or fortnightly basis. Tne Member5, area ioine vont of ine building 15 used a5 an informal meeiing 5pace/drop in area for members and visitors. Tea and coffee are available as well as information on the Network and its activities. There is aSso space for information about community actlvhties. This space remained very popular with members providing a social space to sit and meet others, enjoy a free cuppa, or take a book or puzzle from our bookshelves. Our premises are accessible, with a stairlift to deal WFth a small flight of steps. After staff, premises are our biggest cost and in 2024125, we had to bear several unexpected, premises-related costs in addition to the annual rent, including roof and drainage repairs. Groups that do not meet at our Members Hub come together in a wide range of other premises across West Lothian, including community centres, church halls, sheltered housing complexes, SP.Orts centres, cafes, pubs and restaurants. SIPage
UHINGINCI Pl.()l)Ll. l()(Jl. I111..l¢ M tr rrikJcif'• M¥?iill riy.,, w¢?rti Ii¢•lcJ fjri I lili I kilr(J Ily (J ljl il 11 fi ljil | (_.f lif I l ij Ir iifiej (.tJf fc1é• I,AfJr rilriv), ljiyf.lrrilJlr ! Iikii• fi 11(: [Jdrly), Iirii.l MfJrcF) {wFiiJri wii: fri(•l(J (Jijr flJ'.l Jvilriv Irilrj J[)ririV rrii:i-lirsH), rfi4 I Iiii Il-l fTii•l411 ny"i rf,I f¢1 (Jri fl{l[Jfgrl ijri It y tfj Firlriv ljl.jf rri¢4 rriFJ(:r'. ijr) t.fj ¢J•Jt.c: '.Iiitki tFi¢: trjl J. Ill Nr:Iwurk ijrid wilki driy [JliJri;. fcjr IkiL. fijlijri., l Fi(: / [Jf¢)'Il(J(: <Jfi[JfJrtiJrill / tlg IK:1. rril: rriFiC. r. Kri fj 11 r,f IS fi I hrJll(J<JV (j[ IJVl•nt: C.(JrriiflV ijij. fthiriijli1., 1)f tkii fril•¢•tiriV •Jri: t,Jkc-ri •JfifJ •)rc: (•fi f)lJP IfJ •Jll rn¢rpmF)lJr', hy C•mrJll (jr t)v r)CJ I .fJ tl l•Jl ¢;yc:ri/ r(i(:rrikJ(:r i., kc: ijt IriffJrrfil:fJ. 1, 14 rii:t. / f,f VlJ¢•'.t. .r¢•rJ k<. r: Inr.lurJlny •) |fJC.rJl FIS, trJrlfJn, fl f rjrrrirf? r wl IfJlSfc: f.rlrfi¢A fjfiaiir: rit. Ifjfi fjfjlif I: rjf f If c: r, ofirj I,Iif= Ir I 4J •Jrt: di:VL (r)[Jmc&ril c)ff Ic.f•r, brfJ¢JyfrI t tfJpIc.' CJI irili•fi• t. l.fj f)iJr rri(•ffi kjf: NÈvd MÉni1)ef ) I nformal reF,uldr drrJr)-Iri mr•l:Ilris7' kiiJVC: tr)(4l•fi Ifil fiJ¢JiJf.C•iJ ff)r rric•rrikJ(:r i/kifJ kiJ lp rrf ¢Afif [./ JrJifi¢dfJ PI JO. Nc..t.worl¢ or for t hr)1 {4 wkic) ¢Jrc: Iritl#ff: .t fjcl t,f) f irifj f)iJl rricjrc: kJf•f rJf¢A tvj ki ri53 i.FiQ fJliJriYC: -[ f (• /l¢•TT,. at tC4ndf:d mop t.ing: y ivf: riC.IpJ mf.rn F)14r'. i Fir f.FiiJ nc.I: t.fj rriC•C:l irif fJrrrifJll,/ vii tFI fJtkif•r ris i/ rrif•rri trJf= f& •J firj Network tru=tf4f:: ij fi<J io f i rid (J Ut mfjfr. iJtr)()lJt i frif. r,J(:I,VlfJrk. Spoclal I nterest Groups An cxtrc:mc.Iy impcJrtiJnt ij. PC4C.l of thc, NcJtVJC)rk': ejctlvitic:. tkiC• Wifjr. rdfitjp of Frc)ur) 4f.tl 15ti¢•f dfirj 40C,liJl or)porturiltic.'. ori offf:r, fhc',c: ijfc. c)fic (Jf tkic. rrirJiri:.t¢Jl/". t)y vikiir.Fi t,Fil+ r.J¢•t',Iir)rk f ulf il- itJ éirri r) providirirj orJrJCirtunitip: for c.CJrnrJ¢JnicJn:Iilr) dricj FIc4lr)iriri rnf4rrihr:r: kr4pfJ 4C.tiiJp iri rriirifj ¢JnrJ bod'i. At .31 M3rcFI ?f)2') thrf.. Nf..twrJrk offi.rc.'(J '.()rnc, ,PCafiAI iritprTr:.f prDIJP; ijjif kj 67 rnprnbpr. in'Jr)Ivpd a: voluntc'er: to li.dd thr:rn, fhf: Nc.twrJrk rJri(J It: rnernbi4f: Ef(dtl,/ arJrJrecirJtfa thp tirnf arid -upprjrt givLAn P)y thp:L voluntLI(4r Ic: The Nctwork ijl'o :ub:idi:cd (with r:xLc'rnal furidinE :upport) cr.rtdin tdught cld: for Iiihich a .peciall.t In=tructor I" rf'quirr'(J {:qJr.h ij;, Yc)[liJ or Irnr)rovc. and Move). Any mpmbpr with a 4pecial Intorort or.kill ir r ncouriJP,f•cJ to:t¢Jrt nc:w Frcjijp if there i: ufficient derndnd. Our proup. met In a v(Jricty of Ioccjliori, arid we ccjfitinued to , tdrt new groupr in locationc both within and outwith BaihEiJtn, aiminLJ to imprrJVP accr2". to activitie: for memF)er: acroJS the county. One of the l<py challonEQ.r r)f oijr yrowinFY Ncjlwrjrk i: mo*etlnE tho demand to Join activity group
Network groups include the followlng interests: Arc [2 groups) Badminton Balloon Drumming Book & Blether Book Club (2 groups) Bowling (2 Groups) C2.w£t3 12 grDUPS! Chess For Fun Classic Silver Screen Coffee Club (S groups) Coffee and Games Group Conversational French Crafts (2 groups) Culture Cycling {2 groups) French (2 groups) Gardening Genealogv Italian {2 groups) Jeweiiery Line Dancing Lunch Club (2 groups) Mah Jong and Games Men's Group {2 groups) l¥Aonday Siirchers Move 'n' Improve (2 groups) Nattering Needles Network Singers Nuyu (exercise and healthy eating) Patchwork Phntnuraphi, Pins and Needles Pool Reminiscence Rummikub Saturday Night Club Scrabble {2 groups) Spanish Squawkers Supper Club Table Tennis Tai Chi Theatre Veterans Walking (6 groups) Writers, Chat Group Yoga Zumba iv) Day Trips We continued to run monthly daytrips by coach throughout the period with an affordable base cost set at £18pp excluding attraction entrance fees. The trips all proved very popular, with many being oversubscribed, resulting in two coaches being booked for the October drive through the Trossachs and Perthshire. Trips during this period took members to Peebles, Scone, Cultybraggan, Anstruther, Culross, Callender, Kelso, Ayr, Berwick, Dunkeld, Dundee and Glasgow. Holidays During the period we organised four coach holidays, taking members to the North Coast 500 in April 2024, to Belfast and the Antrim Coast in October 2024, 3 short Twixmas break in Strathpeffer in December 2024, and to Derbyshire and the Peak District in March 2025. vi) Events Volunteers in our Events team organised a number of excellent events for our members durinE the year, providing many opportunities for people to come together and find companionship. These include: 71Pagye
The Art Group's Exhibitions in April and December 2024 Ceilidh in May 2024 Walking Day in fvlelrose in June ano a.alking Day st Andrews in Ociooer 2024 Summer Drop In session in July 2024 Fundraiser coffee morning for Macmillan in September 2024 th It's Showtime ! Our 30 anniversary concert staged by our choir at the Regal Theatre in Bathgate in October 2024 th Tree Planting 30 anniversary event in October 2024 Coffee and Crafts in November 2024 i li Network Singers Joy to the World" Christmas Concert in December 2024 Members Christmas Party in December 2024 Twixm3s Drop In session in December 2024 Volunteers Lunch in January 2025 Quiz Night in March 2025 sn aotirtion, we nela a riumc)er of information 5e55ion5 for our memt)ers: Benefits Advice session delivered by the council's Advice Shop in May 2024 Online Safety delivered by Trading Standards in May 2024 Dementia Awareness session delivered by Age Scotland in June 2024 Prostate Cancer Awareness session delivered by Prostate Scotland in August 2024 FINANCES The organisation holds a current account and a savings account with the Bank of Scotland. The accounts are formally reported on by our external examiner, Brian Maloney F.C.C.A. RESERI'ES POLILY The Trustees review the ReseNes Policy for the Network each year. To ensure a viable future for the organisation, it is necessary to retain a sufficient reserve to cover essential running costs. The Trustees consider 6 months of core running costs and salaries to be a minimum level of reserves - some £43,000 based on our budget for 2025/26. Unrestricted funds at the period end were £27,507 and so are less than 6 months of core expenses. However, £42,012 of the restricted funds at 31sr March 2025 were specifically for core costs so the Trustees are content that the reserves policy is met. Steps need to be, and have been, taken to increase unrestricted reserves, including an increase in the membership fee from l April 2025 and a review of coach trip fees following a significant increase in the cost of coach hire. Other fundraising initiatives have been introduced to assist with growing the level of unrestricted reserves to satisfy the Reserves Policy. 81Paqe
EXTERNAL FUNDING Much uf Ine work of Irie West Lothian ?u+ fNetwork jsiio) is rn£ide P055ibie by 5EverBI externdl funders and sponsors, and we are indebted to them all for the support and encouragement thev give us. We continued to use the service5 of a professional fundraiser who makes appropriate applications to funding sources on behalf of the Network. As most of the funding the Network receives is restricted in how it can be spent, our fundraiser also undertook the necessary follow up work to report back on how the funding has been applied. The total annual cost of running the Network is budgeted to be £lll,000 in 2025126. That includes salaries, rent and repairs, insurance, electricity, stationery, telephone and internet, bank charEes, professional fees, refreshments, IT support, cleaning and rubbish removal, equipment, postage, group venue costs, the Christmas party and other miscellaneous costs. In 2024/25, external grants received covered 66/0 of the annual running costs, principally for rent and staff salaries. This percentage is down from 73% in 2023124 and 78/0 in 2023123, which reflects the increasingly competitive environment for the limited funds available. We are also advised that this has been impacted by the changed priorities of some funders who no longer target their funding towards charities for older people. A further challenge of this type of funding is its short-term nature, typically made available for one year, which makes it hard to plan for the long term. This leaves a considerable sum to be covered by our own fundraising activities. However, funds raised internally help to meet the expectation from external funders that the Network has the capacity to meet some of its own running costs. Our thanks to the following organisations which funded us in 2024/25: Age Scotland Albert Hunt Trust Basil Death Trust Binks Trust Coop Community Fund Home Instead JTLJ fr r+ i i 1 Linlithgow Round Table Murdoch Forrest Charitable Trust PF Charitable Trust Queensbury House Trust The Row Fogo Charitable Trust Royal Co, of Merchants Edinburgh Community Fund Souter Charitable Trust Stagecoach Community Fund Thistledown Charitable Trust The Hugh Fraser Foundation The National Lottery Community Fund- Awards for All The Stafford Trust 91Page
The Walker-shoolbraid Charitable Trust West Lothian Council- PensFoners' Christma5 Fund Community Mental Health ana WeliDeing Funci jscotrisn Government Funa, aciministered byVSG WL) A number of West Lothian councillors have supported the Network thorough local disbursement funds We are also grateful for the support we have received in the local community, with donations from Morrisons, Tesco, Scotmid and other local busines5 reEuFarly supporting our activities. MEMBERS, FUNDRAISJNG ACTIVITIES Given that external funding covers approximately 66/0 of the Network's annual runninE Costs (see above}, and membership fees currently raise around £19,000 each year, which represents only 13p for every £1 of our budgeted running tOSt5 in the current year, this leaves quite a sum to be raised each year from members, fundraising activities. In 2024125 contributions were made by our annual pop-up thrift shop, which this year exceeded all previous fund-raisi ng efforts, and by events such as the annual coffee rnorning and craft fair, cei lid hs, concerts performed by our choir, and other events, raffles and donations, book, jlEsaw and greetings Card sales, surpluses on coach trips and holidays, gift aid recoveries and interest on bank savings. Trustees greatly a ppreciate the contribution of a n active Everbts Group which has successfully planned and run a number of these activities. The tremendous result was also achieved by the team who ran our Pop-up Thrift Shop this year is also acknowledged. COLLABORATIVE WORKING The Network is pleased to be 2 member of Age Scotland, the nationa I Scottlsh charity for older peopl?, ano ¢v Est iotriian VOTufitdry Jector vatevrdy, wnicn worKS to Strrigtnen trie tnira sector and build partnerships. The Network is a registered Living Wage Employer and h3s voluntarily registered with the ICO (Information Commissioners Office). In 2024/25 the Network took part in a number of events which brought together third sector organisations across West Lothian, Th.ese included a Mental Health Awa rene55 Day, the Twinning Associations Fair a nd Si Iver Sunday. Our busines5 plan recognise5 the importance of building strengthened, deeper working relationships with other third sector organisations with similar client groups. This will be a key aim going forward. CHARITY COLLECTIONS The Network has a tradition of supporting others with our annual Coin Jar collection. I n this period, we elected to support Alzheimer Scotland in this way. IOJPabJe
We also had regular charity collections for the charities and organisations represented by speake rs at our monthly members meetings (including Canine Concern Scotland Trust, Quilts for Care Leavers and Lhe Antonine Guard Re-enaclment Society). COMMUNICATIONS We communicated with our members using traditional methods as well as electronicl online media. Minutes of Monthly Meetings: We distributed, by email or by post, a Minute of the Members, Meeting to all members. This benefited those unable to attend whilst providing a written reminder of key points and dates. Minutes ofTrustees' Meetings: In the interests of transparency, minutes of Board meetings were made available in the Hub. Website: Our website www.westlothianS0 lusnetwork.co.uk provides a wide range of information about the Network and is a good source of information for our members, our partners. our funders and anyone considering joining the Network. This is well used by potential members, external funders and interested parties. Facebook: We use our Facebook page @westlothian50plusnetwork to share upcoming events, trips and other activities with our members in a way that encourages interaction with and between members. We also share information and activities organised by our partners and other organisations which may be of interest to our members. We currently ts'v'e aOTie 2.4Y follv'¢iei J Oli OUI i acebvok iilaFJe, Email: 89% of our members have email which is by far the most cost-effective means of communicating with our members, Print: A minority of our members have continued to receive postal communication, however as this has become increasingly expensive, we ask all members to provide an email address where possible. Telephone: Our telephone lines are answered during our advertised office hours, outside of which voice messages can be left. Face to Face: Our Members, Hub is our primary point of contact for members wishing to drop in to join/ renew their membership, enquire about or book events, trips and holidays, or just to find a friendly face when they need one. We have a members, area where all members can drop in at anytime to pick up a book, jigsaw or simply have a tea or coffee and chat with friends. MEMBERS SURVEY 124 members responded to our survey at the end of 2024. Whilst positive overall it also provided useful insights, testimonials and suggested areas for improvement. "I was new to West Lothian when l joined and knew no-one. I now have a full social life with many new friends. It is the best way to enjoy your retirement." 'If it did not exist I would feel more isolated, I would have less opportunities to meet people, try new hobbies, go holidays, be informed by interesting speakers, etc. The 50, has enriched my life and I know retired people in other areas who don't have such an organization who feel lonely and isolated at home.,
WEST LOTHIAN 50+ NETWORK (SCIO) RECEIPTS AND PAYMENTS ACCOUNT for the year ended 31 st Marcli 2025 "It has encouraged me to try new things, to have company when needed. I think it is an amazing organisation and I tell everyone that I meet about it" THE FUTURE West Lothian 50+ Network (SCIO) will continue to play an important part in the lives of the over fifties in West Lothian, offering many and varied opportunities to combat social isolation. A growing Network presents a number of challenges. We will continue to strive to meet the needs of a growing membership by developing relevant new groups and activities. We recognise that when members deepen their involvement with Network, especially through some form of volunteering role, they get more out of it and gain a sense of purpose and belonging, It is essential that we provide good support for our volunteers who are key to the Network's sustainability. Whilst the Hub offers a purpose-designed space under our own management, it has its own challenges as costs rise. We will continue to monitor other premises used by our groups. There are challenge5 here too, with concerns around the future of cornmunity centres, and incredsing room hire rates. As part of our strategy to become less centred in Bathgate, we will continue to use and seek out alternative new venues to further our aim of extending our activities across the widerwest Lothian area. The support of the private sector and other organisations, in providing spaces for our groups to meet, is appreciated. As we made inroads in year one of our three-year Business Plan (2024~2027) we began to take stock of the impact of rapid growth, considering its implications for member activities, staff, volunteers, premises, funding and our relationships with other organisations in the wider community. Our plan forthe next two years will continue to focus on these key areas as our main themes. This report has been approved by the Trustees on 9 July 2025 and is signed on their behL71f. Secretary 121PabJe
WEST LOTFIIAN 50+ NETWORK (SCIO) RECEIPTS AND PAYMENTS ACCOUNT tof tlle year elided 31 st Marcli 2025 yle 31.03.26 1.10.23- 31.03.24 Unrest'd Restricled Receipis Meriibership Fees (Iiote 1) Gift Aid Gi'aiiis Received Doiiations Received Class Fees Holidays and Trips (nole 2) Thi'ifl Shop Fund Raising & Other Income (note 3) Bank Deposit Interest 18,920 1,084 18,920 1,084 72,786 1,447 7,417 55,730 5,757 9,881 895 173,917 6, 776 147 38,984 142 1, 909 31.112 519 4,957 272 72,786 1,447 7,417 55,730 5,757 9,661 895 100,911 220 73,006 Payments Donations and Gifts Salaries and Related Costs Rent and Service Charges Insurance Holidays and Trips Telephone and Inlernel Heat and Light Stationery, Promotion and Office Costs Cleaning and Repairs Equipment Postage Social and Fundraising Events IT Support Professional Fees Group Venue and Activity Costs Members, Travel Bank Charges Hardship Fund Sundry Expenses 1,025 6,484 9,438 972 53,104 1,030 3,660 1,032 236 145 58,620 10,232 2,262 1,169 65,103 19,670 3,234 53,104 1030 7,954 1,765 686 2,662 2,201 4,435 1,477 6,505 7,052 349 1,271 188 872 180,728 160 29, 163 10, 101 24,250 612 4, 582 1, 194 718 957 1, 432 3, 568 1,642 5,34/ 2, 751 4,294 733 450 2,662 2,201 1,723 1,477 6,505 5,759 2,712 1 ,294 349 1,271 627 188 707 84.647 165 96,082 398 87,502 Nel surplusl{deficit) for the year Funds brought forward Funds transferred from the old 50+ Network Closing Funds 4,830 33,329 (11,641) 61,990 (6,811) 95,319 (2, 684) 98, 003 95,319 38,159 50,349 88,508 Notes: 1 Membership Fees Received for current year Received in advance for following year 10,076 8,844 18,920 652 6, 124 6, 776 2 Holidays and Trips (Income) Received for current year Recelved in advance for following year 54,242 1,488 55,730 28,333 2, 779 31,112 3 Fund Raising and Other Income Includes monies received for followlng year 320 271 131Page
WEST LOTHIAN 50+ NETWORK (SCIO) STATEMENT OF BALANCES at 31 st Marcl) 2025 31.03.25 31.03.24 Bank and Cash In Hand Funds brought forward (transferred from old Network) 95,319 98, 003 Deficil for the year (6.811) (2, 684) 88,508 95,319 Split Between Funds Unrestricted Funds Members, Funds Restricted Funds (note 4) 27,507 10,652 50,349 88,508 24, 155 9, 174 61,990 95,319 Made Up As Follows: Bank Currenl Accouiil Bank Savings Account Cash In Hand 12.237 76,171 100 88,508 9.942 85,277 100 95.319 141Pagye
Notos; Rvconcili(Ilioii of IiiovoiriLbiits Iri n)embers fuiids Al Incoming Outgoing 01.04.24 Rosources Resources At 31.03.25 Unrestrictod Fund 33,329 100,911 96,082 38,159 RLJslrictc.d FiJJi(J5 C()()r) CoiTirriiiiiity F lind AlbLiii Flijiil Ti LJSI (2) L CviiiiTiiiiiily Moi)lal HL'cJllh & Wellbeiiig (3) Lii)IilhiJow Roijnd Tat)le Tlii%llL'dowri Ch3ritatJlo Trust (2) WLi5I Lothian Council Cliifrslmas Grant WalkEyr Shoolbrqid Ctriarilable Trusl {2) Jotrin AndL)I'son Sc)iJler Charllable Trust Mufdtsrh Forresl Charitable Trust HorTie Instead Hugh Fraser Foundation Age Scotland JTH Ctriarit<itrJle Trust {2) BJnk5 Trusi WL.%st Lothiari Couiicillors, Disbursements The NatlOl)dl Lotlery CF - Awards Foi All (2) Qtseensbury House Trusl Basil Dealh TrLJsI SlarJecoach Comfnuiiity Fuiid Royal co.of Merchanls of Edinburgh ComimuiiFIy FLind Row Fogo Cliaritable Trust Slarford TrLJSt Coin Jar Other, Older Funds 500 5.000 25.000 500 1,000 1,098 2,000 100 3,000 2,000 500 3,000 600 500 3,000 800 10,000 10,000 3,000 1,000 500 5,000 25,000 2,000 30,241 2,000 30,241 500 1,000 1,098 2,000 100 2000 2,000 500 869 600 34 3,000 800 5,990 10.000 3.000 203 1,000 1,000 2,000 2,000 1.000 2.131 34 500 2,371 6,381 797 1,200 4,900 1.602 44 16,599 61,990 949 4,900 1,602 145 11,117 84,647 251 187 220 73,006 87 5,702 50,349 Total Funds 173,917 180728 88,508 151Pa4e
WEST LOTHIAN 50+ NETWOAK (SCIO) RECEIPTS AND PAYMENTSACCOUNT AND STATEMENT OF BALANCES 31sl MARCH 2025 CHARIry No. SC051335
Tc) Thd TiiiJtooa c)f Wojt Lotliliiii 60+ Nqjtwoi k PoilL)c1 Eii(lo(131 st Mnfch 2025 olllilil(l J l 41 fv1{111'li l()'l.Ii, wlii("Ii I;()1111)I lii(I Iliij S111l(Iiiiiiiil ()1 Ili)(:(Jli)ttJ Iiiid Fjuyrnorils Account 8nd Rospoctlvo Rosponslbélltios ot Trustoo ond Exomlnor I Iii! I"tliiriis' li LJStc)cls 1110 i ()SF)01l4iiblo loi Ilio prLIPiir£itlon ol tho accounts in accordance wilh the [i!1111.% of tho Llii)Iiliob uiid l-rLislOQ Iiivosimciit (SLollarid) Act 2005 and the Charities Accounts L-.oIIIiiiL1) RL)biiiliiiioiis 2006 (as aiiii.)IicIL-)d). I lie cliarity's trustees consider that the audit reqLiifotTlOI)t ol Rogiulotioii l 0(1){d) of the 2006 Accounls Regulations does not apply. It is my IL'bponsiL)ility to ex£iriiiriL.) tlio occounts as roquircd under Section 44(1)(c) of the Act and to state whL)tlior pariicuIL4r maiiorb hovc comc to my attention. Basis of Independent Examiner's Statement My examin8tion 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 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 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: Which gives me reasonable cause to believe that any materiaL respect the requirements of the 2005 Act and Regulations to keep accounting records in accordance with Section 44(1)(a) of the Accounts Regulations and: To prepare accounts which accord with the accounting records and comply with Regulation 8 of the 2006 Accounts Regulations have not been met; or To which, in my opinion, attention shouLd be drawn in order to enable a proper ached. Date /8. rJ?.JC
WEST LOTHIAN 50+ NETWORK (SCIO) STATÈMENT OF BALANCES at J1st March 2025 31.03.25 31.03.24 Bank and Cash In Hand Funds brought forward (transferred from old Network) DefiGIt for the year 95,319 98.003 (i 684) 95,319 88,508 Splif Between Funds Unrestricted Funds Members, Funds Restricted Funds (note 4} 24.155 9.174 61.990 95,319 10,652 50,349 88.508 Made Up As Follows". Bank Current Account Bank Savings Account Cash In Hand 12,237 76,171 100 88,508 9.942 85.277 100 95.319
WE.ST LOTHIAN SO• NETWOR1< fscioi RECEIPTS AND PAYMENT3 ACCOUNT ror th• y••r •nd•d Jl•l M41ch 7016 y1• 01,10,23. Unio•i'd Ro•trlciod 31.03.26 31.03.24 R•c•ipt• l•mD•i•hip •' Illlllo l > IftAi Ilj Ok() ()F.sd 18920 1.08A 6, 776 147 .38, 984 142 1.909 31,112 519 4,957 272 84,818 Doiiiilionj ItoL•IWiTrc1 T?.18 1,441 14AT H(IliO&llS 8nO Trips (note 2) rnrin Shop Fun<J Raising & Other Income {note 3) Bank Deposil Interesi 7,417 SS.730 55.730 5,757 9.661 895 100,911 220 9,881 895 73,006 173,917 Paym•nty Donations and Gifts Salanes and Related Costs Rent and Service Charges Insurance Holidays and Trips Telephone and Internet Heat and Light Statsonery, Promotion and Office Costs Cleaning and Repairs Equipment Postage Social and Fundraising Events IT Support Professional Fees Group Venue and Activity Costs Members, Travel Bank Charges Hardship Fund Sundry Expenses 1.025 6,484 9,438 972 53,104 1,030 3,660 1,032 236 145 1.169 58.620 65,103 10,232 19.670 2,262 3,234 53.104 1.030 7,954 1,765 686 160 29. 163 10.101 24.250 612 4,294 733 4,582 7,194 T18 957 1,432 3,568 1,642 5,347 2, 751 450 2,662 2.662 2,201 4.435 1,477 6,505 7,052 349 1,271 188 188 707 872 84,647 180,728 87,502 (11,641) (6,811) (2,684) 61,990 95,319 2,201 1,723 1,477 6,505 5,759 2,712 1,294 349 1.271 627 165 96,082 4,830 33,329 398 Net surplus/(deficit) for the year Funds brought forward Funds transferred from the old 50+ Network Cjosing Funds 98, 003 95,319 38,159 50,349 88,508 Notes: Membership Fees Received for current year Received in advan for following year 10,076 8,844 18,920 652 6,124 6, 776 Holidays and Trips (Income) Received for current year Received in advance for following year 54,242 1,488 55,730 28,333 2, 779 31,112 Fund Raising and Other Income fn¢ludes monies received for following year 320 271
Notes". 4 Reconciliation of movements 111 Inenibers lunds At Incoming Outgoing At 01.04.24 Resources Resources 31.03.25 38,159 100,911 96,082 Unrestricted Fund 33,329 Restricted Fijnds oop CommL.'niiy tr Ljnd bert Hunt Ti usi 121 v, L. Commuriity Nlen131 He311,' L nlitttgow RoJnd T-Ible Isiledown Chariiaole Trusl (- > w'ebi Lothian Counknil Lhri>tmas Granl V3iKer Shoolbraid Charitable Trust (2) J ittn ,4nderson ouier Charitable TrLJSt NTurdoch Forrest Charitable Trust Home Instead Hugh Fraser Foundation Age Scotland JTH Charitable Trust (2) Binks Trust West Lothian Couricillors. Disbiirsements A< For All (2) The National Lottery CF - Akvarkn_ Queensbury House Trust Basil Death Trust Stagecoach Community Fund Royal co.of Merchants of Edinburgh Lommiinity Fund Row Fogo Charitable Trust Stafford Trust Coin Jar Other, Older Funds 500 5,000 25,000 500 1,000 1,098 2,000 100 3,000 2,000 500 3,000 600 500 3,000 800 10.000 10,000 3,000 1,000 500 5,000 25,000 2,000 30,241 2,000 30,241 500 1,000 1,098 2,000 100 2,000 2,000 500 869 600 eiiig 1.000 1,000 2,000 2,000 1,000 2,131 34 500 3,000 800 5,990 10,000 3,000 203 949 4,900 1,602 145 11,117 84,647 2.371 6,381 797 251 1,200 4,900 1,602 a4 16.599 61,990 187 220 73,006 87 5,702 50,349 Total Funds 95,319 173,911 180,728 88,508 Approved By The Trustees Chair Date Secretary Date