2025-07-31-accounts - evolving INverurie

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

APPENDIX 1

Office of the Scottish Charity Regulator

Inverurie Aberdeenshire | Postcode AB51 3QA

Names of the charity trustees on date of approval of Trustees’ Annual Report

Trustee name

Dates acted if Ja person Office (if any) not for whole year (or body) entitled to appoint trustee (if any) Chair SC—=—“—~sSsS~SC‘* Mercy Appted 10/03/2025 | Treasurer |

1 2 3 4 ; ;

SSCSCS—SSSC*d sey a c a i" a panies 12 ts02ne25 13 a 14 15 16

17 a a

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 te acted if not for whole year

Structure, governance and management

Type ofgoverning document	Evolving Inverurie operates under its SCIO Constitution	Evolving Inverurie operates under its SCIO Constitution	Evolving Inverurie operates under its SCIO Constitution
Trustee recruitment and appointment	One new trustee was appointed during the year.
Objectives and activities
Charitable purposes	e	TheAdvancement ofCitizenship	orCommunity Development.
	e	The Provision of Recreational	Facilities, or the organisation of
		Recreational Activities, with the	object of improving the conditions
		of life for the persons for whom the facilities or activities are
		primarily intended.
	e	The Advancement of Environmental Protection or Improvement
Summary ofthe main activities
inrelationtotheseobjects

APPENDIX 1
Achievements	and performance
Summary ofthe	Sincethe lastAGM inNovember2024therehavebeen anumberofdevelopments fortheSCIO.
main achievements of	Graham Matthews (appointed 13/02/25)andRuthCluness(appointed 10/03/25)joined usastrustees
the charity during the	Thewebsitehasundergonea significantupgradeduring theyearwithanewspageadded. Wehavenearly400FBpagefollowers. FollowusonFBandfindoutallthatthecharity isdoing
financial period	SincetheAGM inNovember2024therehavebeen6 trustee meetingsand amember's meeting inMay2025anda jointtrustee
	meeting with theURP trustees in December2024.
	The members meeting in May2025 heard a great presentation from George Niblock aboutthework ofthe Inverurie Community
	Energy Society (ICES).
	A quiz nightwas held with funds raised going to El. £557was raised.
	EI SCIO has attended Groupfest and the Big Switch On.
	All those folkwho live in the settlements ofInverurie and Port Elphinstone may be members oftheSCIO. We have defined the
	area ofthe settlements by postcodes and this is appended to the revised constitution (moreon this later).
	SCIO meetings havefocussed on the issues associated with our 3 charitable objects:
	Citizenship/community
	TheTown Centre.
	Transport— integrated travel, roads and bridges
	Civic space—internal and external
	The Local Place Plan
	Twinning
	Community Art Project
	Recreational facilities, recreation and Tourism
	Farmers Market
	MotorhomeAire Project
	Inverurie Routes (Paths, walking opportunities Signs, Information Boards, QR Codesand Audio trails).
	Environmental improvements
	Land and Access Opportunities
	Energy: generation and use
	Litter
	In orderto delivertheabove in a coordinated wayyourSCIO has developed a Local Place Plan (LPP) for Inverurie and Port
	Elphinstone. We have spenttimeand effort asking members and otherswhatthey considerare the most pressing mattersfor
	Inverune.
	The LPP is outfor consultation withyour local councillors, Inverurie CC, adjacentCCs and the community and will be submitted in
	early December2025. It will inform the next local development plan for Inverurie and Port Elphinstone as well as wider local
	developments and the application ofresources.
	El has undertaken several surveys ofresidents sowe could developthe Unique Selling Points (USPs) for Inverurie and Port
	Elphinstone. This will help us ‘sell’ ourtown more widely across many differentmedia formats—showingwhywe are special.
	The El trusteesmetwith the URP trustees towardstheend of lastyeartowork out theway forward forthe potential expansion of
	URP as part ofone ofthe El core purposes. Thiswork is progressing and engagement with several ofthe landowners has
	occurred.
	El is amember ofthe InverurieTownTeamwhere work istaking place around optionsforthedevelopment ofthetown centre.
	There will be a lot more on this in the coming months.
	El considered therewere limited opportunities fororganisations and groups to promote theirwork in the town. With significant
	supportfrom Inverurie BID and Aberdeenshire Councilwe purchased and installed a large (3 unit) bright blue notice board on the
	end wall of the town centre toilet block. This is well used and much appreciated by both groups and the public.
	Thetown Twinning programme hasbeen revivedand various meetings and events have been held with folk from our French twin
	town and fund-raising events held in thetown including a successful Bingo event in theAshvale which raised nearly £350.
	The Friends of InverurieTown Hall is a developing SCIO subgroup with lots ofenthusiasm. There will be moreon this duringthe
	coming year.
	TheCommunity Art subgroup has metand is developing opportunities around thetown forvarious forms ofcommunity art.
	Two El trustees attended the DevelopmentTrust Association Scotland’s (DTAS) event held to showcase and learn from thework of
	the Huntly Development Trust. Thiswas most instructivewith learning being translated where appropriate tothe Elwork in
	Inverurie
	Thetrustees decided thatwe should apply to DTAS to becomea Development Trust. To achieve this, we have revised our
	constitution to conform tothe DTAS requirementsand theyhave accepted the revision. We now are required to obtainOSCR
	agreement tosome ofthechanges in advance ofputtingto amember's meeting foryour agreement. We intend todothis in May
	nextyearand submit an application toDTASsoon afterthe meeting.
	Wehavea draftbusiness/operational plan andwe willdevelopa budgetforthecomingyearsand have checked ourvision
	statementandourconstitutionareuptodateandrelevant.

==> picture [519 x 211] intentionally omitted <==

----- Start of picture text -----
||||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |Brief statement|of the|charity’s|policy|||Currently|the|SCIO|has|limited|reserves|and these|are|held|in|a UK bank| |on|reserves|current|account.| |Details|of any|deficit|There|is|no|deficit.| |Donated|facilities|and|services|(if any)|||No donated|facilities|or|services were|received|during|the year.|

----- End of picture text -----

APPENDIX 1 Other optional information

==> picture [343 x 10] intentionally omitted <==

----- Start of picture text -----
The trustees declare that they have approved the trustees’ report above.
----- End of picture text -----

Signed on behalf of the charity’s trustees

==> picture [190 x 182] intentionally omitted <==

----- Start of picture text -----
Signature(s)
Full name(s)
Position (e.g. Chair) | Chair
Date | 08 November 2025
----- End of picture text -----

Enter SC No. below

APPENDIX 2

Enter charity name below

SC051571

Evolving Inverurie

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
		For the period from		01 Day			08 Month			2024 Year	to	Day 31		Month 07			Year 2025
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 £	to nearest £
A1 Receipts
Donations		1,200													1	1	1,200	100	100
Legacies															-	-	-
Grants		470	470												470	470	470	200	200
Receipts from fundraisingactivities		557	557	335	335	335	335								892	892	892	-	-
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*	2,227		335	335	335	335	-	-	-		-	-	-	2,562	2,562	2,562	300	300
A2 Receipts from asset &
investment sales
Proceeds from sale of fixed assets Proceeds from sale of investments A2 Sub total - - - Total receipts 2,227 335 - ~~———~~												- -	- -	- -	- - - 2,562	- - - 2,562	- - - 2,562	- 300	- 300
A3 Payments
Expenses for fundraising activities															-	-	-
Gross trading payments															-	-	-
Investment management costs															-	-	-
Payments relating directly to charitable	Payments relating directly to charitable
activities		723	723												723	723	723	638	638
Grants and donations
															-	-	-
Governance costs:
															-	-	-
Audit / independent examination															-	-	-
Preparation of annual accounts															-	-	-
Legal costs															-	-	-
Other	Other	Other
															-	-	-
															-	-	-
**A3 Sub total **		723	723	-	-	-	-	-	-	-		-	-	-	723	723	723	638	638
A4 Payments relating to asset and
investment movements
Purchases of fixed assets Purchase of investments A4 Sub total - - - Total payments 723 - - ~~—————~~												- -	- -	- -	- - - 723	- - - 723	- - - 723	- 638	- 638
*Net receipts / (payments)* A5 Transfers to / (from) funds *Surplus / (deficit) for year*	1,505 335 - 1,505 335 - ~~———~~													- -			1,840 - 1,840	338) ( 338) (

APPENDIX 2

SC051571

Evolving Inverurie

Section C Notes to the Accounts

C1 Nature and purpose of funds (may be stated on analysis of funds worksheets)

C2 Grants

Type of activity or project supported	Individual / institution	Number of grants made £	Number of grants made £





		Total	-

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

C5 Transactions with trustees and connected persons	Nature of relationship	Nature of transaction	Transaction amount (£) Balance outstanding at period end (£)	Transaction amount (£) Balance outstanding at period end (£)

C6 Other information

Evolving Inverurie R&P Accounts 2024-2025 / Notes

December 2007

APPENDIX 2

SC051571

Evolving Inverurie

Additional analysis (1)

Analysis of receipts and payments

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	-	-	-	-	-	-
	reference	-	-	-	reference	reference

2 Grants

2 Grants
	Unrestricted funds to nearest £	Restricted funds to nearest £	Total current period to nearest £	Total last period to nearest £
			-
			-
			-
			-
Total	-	-	-	-
	reference	-	reference	reference

3 Gross receipts from other charitable activities

	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	-	-	-	-	-	-
	-	-	-	-	-	-

4 Payments relating directly to charitable activities

	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	-	-	-	-	-	-
	reference error	-	-	-	reference error	reference error

Evolving Inverurie R&P Accounts 2024-2025Additional notes (1)

December 2007

APPENDIX 2

SC051571

Additional analysis (2)

Additional analysis (2)
Receipts 5 Breakdown of unrestricted funds	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	-	-	-	-	-	-
					cross ref error
Proceeds from sale of fixed assets					-
Proceeds from sale of investments					-
*Sub total* *Total receipts* Payments	-	-	-	-	-	-
	-	-	-	-	-	-
					cross ref error
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	-	-	-	-	-	-
					cross ref error
Purchases of fixed assets					-
Purchase of investments					-
*Sub total* *Total payments* *Net receipts / (payments)* Transfers to / (from) funds *Surplus / (deficit) for year*	-	-	-	-	-	-
					-
	-	-	-	-	-	-
					cross ref error
	-	-	-	-	-	-

					-

	-	-	-	-	-	-
					cross ref error
Nature andpurpose of funds

Evolving Inverurie R&P Accounts 2024-2025Additional notes (2)

December 2007

APPENDIX 2

SC051571

Evolving Inverurie

Additional analysis (3)

6 Breakdown of restricted funds

6 Breakdown of restricted funds
Receipts	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	-	-	-	-	-	-
					cross ref error
Proceeds from sale of fixed assets					-
Proceeds from sale of investments					-
*Sub total* *Total receipts* Payments	-	-	-	-	-	-
	-	-	-	-	-	-
					cross ref error
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*	-	-	-	-	-	-
					-
	-	-	-	-	-	-
					-
	-	-	-	-	-	-

					-

	-	-	-	-	-	-
					cross ref error
Nature andpurpose of funds

Evolving Inverurie R&P Accounts 2024-2025Additional notes (3)

December 2007

APPENDIX 2

SC051571

Evolving Inverurie

Section B Statement of balances	Section B Statement of balances
Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Investments B3 Other assets B5 Contingent liabilities B4 Liabilities	Details	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 £
	Cash and bank balances at start of year	333				333	671
	Surplus / (deficit) shown on receipts and payments account	1,505	335			1,840	338) (
						-
						-
	Cash and bank balances at end of year (Agree balances with receipts and payments account(s)) Details	1,838	335	-	-	2,173	333
		1	-	-	-	1	-
				Fund to which	asset belongs	Market valuation to nearest £	Last year to nearest £





	Details		Fund to which	asset belongs	Total Cost (if available) to nearest £	-	-
						Current value (if available) to nearest £	Last year to nearest £









	Details			Total Fund to which l	-	-	-
					iability relates	Amount due to nearest £	Last year to nearest £





	Details			Fund to which l	Total iability relates	-	-
						Amount due (estimate) to nearest £	Last year to nearest £



					Total	-	-
							Date of approval

							25 October 2025
							25 October 2025

Evolving Inverurie R&P Accounts 2024-2025 / Statement of balances

December 2007

APPENDIX 3 ’ V2 Independent examiner s report on the accounts

Report to the trustees/members of	Charity name EvolvingInverurie
Registered charity number	SC 051571
On the accounts of the	Period start date Period end date
charity for the period	Day Month Year Day Month Year
	to 01 08 2024 31 07 2025
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 statement	In the course of my examination, no matter has come to my attention [other than that 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

Signed: 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 Only complete if the examiner needs to highlight material problems.

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