Objectives and Activities Charltable purposes The Club operates as a non-profit distributing charity whose princlpal objective is.. The advancement of public participation in the sport of bowling and tennis. The Club shall hold the followin8 as Its aims and objectives: To fulfil the general oblectives and funrtlons of a bowls Club and sports Club and by undertaking such activities as may be reasonably necessary andlor incldental to such oblertives. Artlvltles I. To generally promote the game of lawn bowls. Indoor bowls and tennls for the benefft of members, the local community and visitors to the area. 2. To promote and abide by the Rules of Bowls Scotland. 3. To provide access to lawn bowls for players of all standards In a frlendly and welcomlng atmosphere that does not discriminate on the grounds of age, di5abillty, gender reassignment, marriage and civll partnership, pre8nanry and maternlty, race, religion or belief, sex; sexual orientation, political or other opinion. 4. To provide coachlng In bowls for be8lnners and Improvement for experlenced players. 5. To arrange competition5 and matches for members. 6. To sell and deal in alcohol. minerallaerated water, clgars, clgarettes, tobacco. matches, other related produrts as well as refreshments, foodstuffs, merchandise and equlpment in accordance wlth the provislons of any licensing laws and by obtalning the necessary statutory consents and licences for this. Achlevements and Perfonnance Our maln source of fundln8 Is from membership and vlsitors, fees durln8 the Summer months. The session of indoor bowlin8 which commenced in the previous financlal year ended on 28th February 2024, The income for the month of February was only £55. The cost of the hire of the village hall was £325.50 paid in this financial year. Although a grant was received in 2023 from the Portpatrick Communlty Development Trust to assist with hiring the hall. the Trustees decided that it was not financially viable to relntroduce the indoor bowling in the winter months of 2024, due to the high cost of hiringthe hall and the redurtion in indoor bowling members. The tenni5 Courts attracted visltors and the income was £400.50. Unfortunately, the courts were not used for Rockn. the Port concerts due to inclement weather. The Jan Holak Art Group commenced hirin8 the main room in the Club house most Thursday afternoons from 4th July 2024 resulting in an income of £535. A loc31 community 8roup hired the hall one nlght for £40. The Art group pay £20 for two hours and £25 on cold day5 when the heatin8 is required.
Reserve Pollry The Trustee policy is to retain Six months. worth of normal runnin8 costs, to meet commitment5 and to cover any other unexpected expenditure. The sltuation 15 c105ely monitored. Plans for the future The trustees iv7tend to develop the service and promote the bowlin8 and tennls club to grow our membership. We are particularly interested in working in partnership with local organisations. the community and to extend fund raising opportunities In a diverse structure. The Club has been contarted by the Busine55 Development Manager Scotland on behalf of the Portpatrick Hotel to dlscuss some form of worklng partnership. As an a8ing community membership. the Club is interested in supporting people wlth disabllltfes. Throu8h chan8ing the ima8e of "bowls being for the older community. the Trustees are exploring ways to encourage younger adults and children to participate in the sport. Crazy bowls wa5 introduced durlng 2024 and It Is hoped It wlll develop and attract famllles with young chlldren. Trustee Chair ers 518nature . Date................. Trustee Treasure Slgnature.............
Basis of Prep8ratlon The accounts have been prepared on 8 receipts and payments basis. They consist ofa summgryofall Monies received and paid via the bank and in cash duringthefinancial period, alongwith statement of balances. Adjustments have been made for any income due but not received. or any expenses incurred but notyet paid attheyear end. Restricted Funds £1.250.OOwas broughtforward onthe 1StFebruary2024. £250 pounds was paid tothe Portpatrick Community DevelopmentTrustforthe hire ofthe village hallfor indoor bowiingfrom November 2023 to January 2024. £464was paid to Cavers & Co. Solicitorsforthe transfer of PB&TC to a Scottish Charity Incorporated Org8nisation (SCIOI. The rem8inder of £536was transferred to unrestricted funds. Notes on Receipts and Payments for the flnancial period 18t February 2024to 31" January 2025. RECEIPTS 1. Donations Use of Club House Visitors Total 575.00 2. Fund R81slng Pop up Café for Rock'n Port Soup&Sweetrfombola Prize bingolafternoon teasltombola Xmas Fairs Teas/CoffeelCakes Total 646.50 656.15 272.00 210.00 49L92 PAYMENTS 3. Green Malntenance Ground Care-Annual maintenance Liquid fertilizer. potash. lime. aigon Petrol for mower Falcon Decoy Bird Total 1995.00 265.35 7.56 15.29
- Mlscellaneous Independent Examiner's Fees Key safe, post box. keys and locks Comm8rcial waste uplifts Kitchen provisions Total 150.00 86.95 90.17 25. As Presented + As Independent Examiner's Report Tr Ic) AS
Trustees, Annual Report For the year 1° February 2024 to 31° January 2025 The trustees have pleasure In presenting thelr report together with the flnancial statements for the year. ended 31 January 2025 Reference and Admlnistrdtive Informatlon Charlty Trame Portpatrlck Bowlin8 and Tennis Club SCIO Charlty no. SC052121 Address Bankers Royal Bank of Scotland 15 Bridge Street Stranraer DG9 7JL Prlndpal Offlce
Strurture. Governance and Management Constltutlon The Portpatrick Bowllng and Tennis Club (PBTC) was re8iStered on 7 Ottober 2022 in the terms of the Charities and Trustees Investment (Scotland) Art 2005 and the Charities Accounts Scotland Regulation 2006 and is now a Scottish Charitable Incorporated Organi5ation {SCIOI. The deeds have been transferred accordin81y. Appointment of Trustees The Board of Trustees are deemed to be eletted by the members from the date of incorporation of the Club on 7th October 2022. At each AGM the charity trustees eletted/appointed Shall retire from office- but shall then be ellglble for re-election under clause 59 of the 8overning constitution. There must be minlmum of three and a maximum of five trustee5. The Charlty has a two-tier strurture. The Board of Charlty Trustees responslble for the overall control of the Club and for monitoring and controlling the financlal position. The sub-committee Illsted below) are Èlerted annually at each AGM by the members and are responslble for the day to day runnlng of the Club. Presldent Vice President Secretary Membershlp Secretary Wellbein8 ProtectTon and Pollcy Officer Match Secretary Green Keeper Objectlves and Actlvltles Charltable purposes The Club operates as a non-profit distributing charity whose principal objective 15: The advancement of public participation in the sport of bowling and tennls. The Club shall hold the following as Its alms and objectives: To fulfil the general objectives and functions of a bowls Club and sports Club and by undertaking such actlvities as may be reasonably necessary and/or incidental to such objettives. Actlvltles l. To generally promote the game of lawn bowls, indoor bow15 and tennis for the benefrt of members, the local community and visitors to the area. 2. To promote and abide by the Rule5 of Bowls Scotland. 3. To provide access to lawn bowls for players of all standards in a friendly and welcoming atmosphere that does not discriminate on the grounds of age. disability. gender reassignment. marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex; sexual orientation, political or other opinion.
Objectives and Activities Charftable purposes The Club operates as a non-profit distributing charity whose principal objective is: The advancement of public participation in the sport of bowling and tennis. The Club shall hold the following as its aims and objectives: To fulfil the 8eneral objectives and functions of a bowls Club and sports Club and by undertaking such activities as may be reasonably necessary andlor incidental to such objective5. Artlvltles I. To generally promote the game of lawn bowls, Indoor bowls and tennis for the benefft of members, the local communlty and visltors to the area. 2. To promote and abide by the Rules of Bowls Scotland. 3. To provlde access to lawn bowls for players of all standards in a friendly and welcoming atmosphere that does not discrimlnate on the grounds of age, disability, gender reassi8nment, marriage and civil partnership. pregnancy and maternity, race, rell8ion or bellef, sex; sexual orientation, political or other oplnion. 4. To provide coachin8 In bowls for be8inners and improvement for experienced players. 5. To arrange competitions and matches for members. 6. To sell and deal In alcohol, mlnerallaerated water, cigars, ci8arettes, tobacco, matches, other related products as well as refreshments, foodstuffs, merchandise and equipment in accordance with the provisions of any Ilcenslng laws and by obtaining the necessary statutory consents and Ilcences for thi5. Achlevements and Perfonnance Our main source of funding Isfrom membershlp and visitors, fees duringthe summer months. The session of indoor bowling which commenced In the prevlous financial year ended on 28 February 2024. The income for the month of February was only £55. The cost of the hire of the village hall was £325.50 paid in this linancial year. Althou8h a 8rant was received In 2023 from the Portpatrick Community Development Trust to assist with hirin8 the hall, the Trustees declded that it was not financially viable to reintroduce the Indoor bowlin8 In the winter months of 2024, due to the hlgh cost af hlrln8 the hall and the reduction in indoor bowlin8 members. The tennis courts attracted visitors and the income was £400.50. Unfortunately, the courts were not used for Rockn, the Port concerts due to inclement weather. The Jan Holak Art Group commenced hirin8 the main room in the Club hovse most Thursday afternoons from 41h July 2024 resulting in an income of £535. A local community group hired the hall one night for £40. The Art 8roup pay £20 for two hours and £25 on cold days when the heating is requlred.
Reserve Policy The Trustee policy is to retain slx months, worth of normal running costs, to meet commltments and to cover any other unexpected expenditure. The situation is closely monitored. Plans for the future The trustees intend to develop the service and promote the bowling and tennis club to grow our membership. We are particularly interested in working in partnership with local organisations, the community and to extend fund raisin8 Opportunities in a diverse structure. The Club ha5 been contacted by the Business Development Manager Scotland on behalf of the Portpatrick Hotel to discuss some form of working partnership. A5 an aglng community membership. the Club is interested in supporting people with disabilitfes. Through changing the image of "bowls being for the older community" the Trustees are exploring ways to encourage younger adults and children to participate in the sport. Crazy bowls was introduced durlng 2024 and it is hoped it will develop and attract families with young children.
Balance she•t Report 01st February 2024 to 31st January 2025 & Club 1802 SC 052121 ISt.jan 2025 315t. january 2024 Fd assets Invenknv I8.62 411.72 E 31Y>AXX). 17.23 l573.28 643.32 3(n,(m.( 2?.43 Green + Stock *Stamps rÈrt £ 301.664.13 301,9S7.39 PEtty cash Bankof Scotknnd 38.81 E 5,124.59 27.16 4362.31 5.163.40 4.389.47 TotsLasflts £ 3QSAVJ3 lanuary2025 £306.781.53 315t.Jw•u 306.351.86 1024 25. 2Q Toi £ .53 3tst. January 20 21.JanUary 2014 Scotttsh Gov. Cowld Ex nditure Transferred lo U ClosIn¢Ire Expendfture TraThslefd to Ullresittr 2.731.25 2,731.25 Illoch Èxpendture TraMlerrL¥J io Unresmed baLince 5,88&LK) 5.8S7.84 30.16 Expendrfcure Transferred io Un a05in baklnce Str•nr EXp•tre ljosl bol•e Str•Ar•er ftgt• Expendlture $ed on thdrbeh•lF -r.roLKb.vs..of
oN)alrick Bofvi& Income and Expendlture for the period 1st February 2024 to 3tst January 2025 & TrI Clrt 18¥1 SC 052121 RECEIPTS AND PAYMENTS 1-2-2024 31-1-2025 7-IfyZ022 51-1-2024 Receipts Notes Coaching Donationslsponsorship Fund raising Grantl Bank Transfer Indoor bowling Membership fee5 Sweep Tenni5 courts Refreshments Visitor5, Fees 695,IXI 2.279,62 260,10 760,00 5.361,55 751,55 1.280,(YJ 420.00 64,90 2.289,90 4.50 109.00 2.402,90 11.194,110 Total Receipts 6.727,02 1-2-2024 31-1.2025 70,(M) 366,00 341.99 328,14 2.283,90 877,28 358,54 764,00 62,58 89.16 7-10-2022 31-1-2024 255,00 141,56 PaymeTrtS Notes Affiliation Electricity Equipment Fund raising Green maintenance Insurance Miscellaneous Other cost Isollicitorsl Premise5 & repairs Stationery Tenni5 Courts Try bowls Furniture Coaching Publicity Computers Indoor Bowls 325,97 5.949,74 783,CKJ 6.366,33 523.17 143.64 31,98 20,00 81.72 56,00 36. 325,50 5.903,09 14.678.11 Total Payments Surplus l Loss for period 823,93 3.484,11
APPENDIX 3 OSCR gA115h aiaiily R•ikii Independent examiner's report on the accounts Rèport to the cttartty namg trust•eslmembers of eokn rth£iLL haJ Ei dkli6 CLL12) R•gl8tered charity SC numbor On th• account$ of th8 charlty for tho perlod 052111 Pariod start d81e onih Pgriod 8nd dats onth Dpy Yr Year to Ir•Tn¢mb¢f loin¢lud¢ th• P numb+f9 01 addiik)nbi ihwisl S•t out on pHg•s R•spectlve The charity's IrusleÈs Bre rasponslble for th8 preparation of the accounts In 8¢cordance rosponsibilities of with the terms of th8 Charities and Trustee Inveslmant (Scollandl 2005 Act and the trusteex and examln•r Charili85 Accounis Iscotlandl Regulations 2006 la$ amended). The charlty trusleos consider that the audit requiromenl ol Regulalion 10111 Idl of thè Accounis Regulations doe8 not apply. It 15 my responsibility to èxamine the 8ccounls a$ required under section 44111 Icl ol the Act and to slala whether partiCLJlar meller5 have come to rlly allenllon. Basls ol Indepondent My examin81ion is carried out in accord8nc8 with Regulation 11 of the 2006 Accounts •xamlner'J statement Regulations. An examination includes a r8view ol the accountirig CordS kept by the charity Bnd a comp8rison ol the aGcoun15 presented wilh those rgGords. It also includes consideration of any unusual Items or disclosures Iri the accounts and seeks explanation5 Irom the truste•s coneeming any sueh m3tt¢rs. Thè procedufes undertaken do not provide all thè evidencè that would bo requlred in an audit Bnd, consequently, I do not expfess an audit oplnion on Ihg view given by the 8ccounls. Ind•p•nd•nt examln•r's In Ih8 course ol my ex8minalSon. no m8ller h85 corne lo my 8llenlltsn lother than that stat•m•nt disclosed on ihe allached page'l which gives me reasonable caus8 lo bgliove that in any malerial respect th8 requirements.. to keep accounling rpeords in a¢cord8nce with section 44111 lal of the 2005 Act and R8gulallon 4 01 the 2006 Accounts Regulation5, and to pr&par8 accounts which accord with tho accounling rgcords and comply with Regulalion 9 of the 2006 AcGount5 Règulations have not been met. or .*iliorn should be drawn in order lo ènable a prop Slgned: Name.. R¢l•vant prof•ssSonal qualificatlonls) or body Ilf anyl.. Address: "Please del8le the w(Yd¥ In th¥ bracke Il wey do not aprAy. 11 IhE ¢0 apply. $eiOUt tn(psF manèrg whth coTr8 lo yeur attEntrt on tho IDllowng p89e.
APPENDIX 3 Disclosure section Only complete if the examiner needs to highlight material problems. Glv• h•re bri8f details of any items that thè examiner wishes to dlsclose