Scotthh Ch•rlty Numb•r $C052193 PERTH SOCIETY FOR THE SUPPORT OF THE INDIGENT SCIO TRUSTEES, REPORT AND ACCOUNTS FOR THE PERIOD 1 SEPTEMBER 2023 TO 31 JANUARY 2025
PERTH SOCIEfY FOR THE SUPPORT OF THE INDIGENT SCIO CHARITY INFORPAATION Trustart.. President vrts-present Treasurer (ReSned 13102r25} IElected 01109r231 {Ele¢ted 16109r241 {EWed 16109r241 SCOttkn charlty nufflr SC052193 Addre8• 26 Poplar Cfe5cenl PERTH PH2 1HR lTrdownd•nt •xamln•r
PERTH SOCIETY FOR THE SUPPORT OF THE INDIGENT SCIO CONTENTS Pago Tru$t6¢¥' report Independent examinef $ report Receipts aftd payments account Statement of balances Noles to the acc4)unts
PERTH SOCIE FOR THE SUPPORT OF THE INDIGENT SCIO TRUSTEES. REPORT FOR THE PERIOD I SEPTEMBER 2023 TO 31 JANUAR Y 2025 The Truslees present their Report and Accounts for the pen(xl from 1 September 2023 to 31 JadJ8ry 2025. Structur•, Gov•man¢o and M•n•gem•nt The Society was admitted lo the Scottish Charty Register on 16 December 222. 11 has tsken o er and expanded upon the aclivitses of The Perth Indigent Old Men's Sctiety instituted in Perth on 25th January 1830 and instrumentsl in the alleviabng of poverty in Perth unts'l the Society Wan operating on 28 September 2023 The Perth Indigent Old Men's SOcty has donated all ts Assets lo the Society and the Society h undertaken responsibility lor any Liabilities. The Society is 8dministered in accordance with the teTm5 of the Constrtutson and RLtles adopted March 2023 n27 The Iruslees. who served during the period were as follows.. Pr¢$idenU Vice-president Secretsry Treasurer (resigned 131021251 (elected 011091231 (elected 161091241 (elected 161091241 R•crultment and Appolntmont ol Truste New Trustees are apFoinled by iv accordance with the Constitution and Rules. ObJo¢tlv•$ and A¢tlvlll8• The objectives of the Society are to provNde benefits of such kind and at such times as the Twslqes ol the sIety may deterrnine for the assistance or benefft of deserving families and individual$ residgnt within the district of Perth. There are 2 beneficiary groups.. 1) those on a roll taken over from the Perth Indigent Old Men, and 21 individual$ and famil in special need regardless of age or gender. Scciety, All beneficiaries on the roll were visited by Trustees to ensure that their needs tta¢l not materialty hanged fof the better New appIaTrIS for benefits vlere interviewed and assessed by Trustees and agreed al meetings of the Executrve before being admitted lo the roll Those on the roll re(eNe an annu41 energy grant paid in Dernber and continue lo b8 rnitOred by the S¢xiety.
PERTH SOCIETY FOR THE SUPPORT OF THE INDIGENT SCIO TRUSTEES, REPORT CONT'D FOR THE PERIOD I SEPTEMBER 2023 ro 31 JANUARY2025 ObJe¢tlve• and Actl¥ltI cont'd Special or emergency grants are made following an assassnt and home intervivw ty Tru$tees or nve Achb•v•rn•nts and P•rforni•nc• Dunng the perDJ energy grants were paid lo 26 beneficianes on the roll paid in December 2023 •nd 2024. There were 47 referrals for specwl assistanc8, of wttich 44 resulted in awards being made,13 were referred lo other agencies for statutory benefits checks, and some resulted in hands-on help for Wrious probl¢ms The SoCty has worked closely with Perth CAB from whom the bulk of referrals have tome. The Scciety will continue to work with the CAB but approaches have also been made to other ag ncs king other appiopnale applicants. A lunch and loa werè arranged in respectively winter and sumrrr for bgneficpries which w sttènded e well Flnancl•l R•¥l•w Thè charity mAdo a not doficil of £11,486 on unr8Strictgd funds for the period The attached summanse the Society's transactn6 for Ihe ponod and its finanual FKJsilion al the end of that demonstrate how expondilure In the year has supported the key objectives of tha Society. ccounls nod and In addition lo the transfer of funds from our predeces50r chanty. the Society has also handsomely from the transfer of fijnds on tha closure of the Dr W Hend8rJon Morttfi¢atson Trust nefitted Donat•d S•r¥lc Trustees give fre8ly of their lime and expertise. No Trustee received remuneration during th Special 8ss18tan¢e has not be8n r681ricled lo financial 8UPPOrt. 11 has included the supply ol h uten8118 antj equipm8nl. 88818tanc8 Wlth chore8. 8nd counselling on many 88pects of lif8 wh troubled aPpIant8. There IB 8 Strong emphasi8 on vi81tirvJ the applKant8. usehold h have Pl•n• lorth• Futurn The Trusioes plan to devolop the p8r80n8188918tsnce 8sFécts of th8 Sc¢ty,3 work and an lo the aclNIli88 outtined above, 8ubiéct 10 thè nessary fin8ncé8 bèing available nlinue President Date".
PERTH SOCIETY FOR THE SUPPORT OF THE INDIGENT SCIO INDEPENDENT EXAMINERS. REPORT TO THE TRUSTEES OF THE PERTH SOCIETY FOR THE SUPPORT OF THE INDIGENT I report on the Accounts of the Society for the period 1 September 2023 10 31 January 2025 whl out on pag&$ 4 to 6. are set ReBpoctlv• rnspon•lbllltlo• of Tnte and Ex•mln•r The Society's Trustees afe reswnsible for the Pp8r811On ol the Accounts in accordance with the terms of the Charities and Trustee Inv8slmenl (Scotlandl Act 2005 and the ChanlK85 Accounts iscollandl Regulation5 2006. The Society's Trustees consider th81 the audit fequiremenl of Regula110n 1 11 Idl ol the Accounts Regulations does not apply It 15 my responsibility lo examine the Accounts as required under Section 44111 Icl of tho Act and lo state whether parbcuiai matters have come to my attent Ba•18 of Ind•p•nd•nt Ex•mln•r'• Stat•m•nt My 8xamination is carried out In accordance wrth Regulation 11 of the Charities Ac¢ounl$ i$collandl Regulations 20C6 An examination Includes a revièw ol the accounting records kopl by tho So¢ilty and a companson of the Accounts presented with those records. It also Includes considoralion of any unusual item5 or d1sclosures in the Accounts, and seeks explanations ftom th8 Trustees conc8rning any such matters The proc8dures undertaken do not provide 811 the evidence that would bè required in n audit, and consequently I do not express an audit opinion on the accounts. Ind•p•nd•nt Examln•r'• Stal•m•nl In the course of my examination, no matter has come to my attentn which gNes me rea80nable cause to believe that in any material respect th• r•quirerrnn lo keep accountyng records in accordance wrth SKtion 44111 Ihl of Ihe 2005 Regulation 4 of the 2Crf)6 Accounts ReguLgtson8, and ct and to prepare Accounts which accord with the antr"n9 records and rnpty with Régulatlon 9 of thé 2006 Accounls Regulatson5 have not b88n met. or lo which, in my opinion, attention should te drawn In order to enable 8 proper under5 the Accoun15 to be reached ding of Dale.
PERTH SOCIETY FOR THE SUPPORT OF THE INDIGENT SCIO RECEIPTS AND PAYMENTS ACCOUNT FOR THE PERIOD 1 SEPTEMBER 2023 TO 31 JANUARY 2025 Gonernl Funds 2024 Recelpts Donations rNed 19,470 19.470 Payments Chantable artNrties". Enefgy gfants Special grants Beneficiary n*als independent examinerfs fees 19.100 9,845 628 1.380 Govemance costs". Surplu•lld•ficltl for p•rfod
5PERTH SOCIEfY FOR THE SUPPORT OF THE INDIGENT STATEMENT OF BALANCES AS A T31 JANUARY2025 G•n•rnl Fund¥ 2024 C••h Fund Transferred from Perth Indigent Men's Socty Transferred from Dr W Henderson MofbfKK)n TnJst Surpluslldeficrtl for year Balances al •nd of year 29,396 31,4D5 11 483 Ll•bllftl•• Accruals 1,020 Oth•r Commltm•nts None ierf on th•'f behalf. Pre%.dL TI: Date.
PERTH SOCIETY FOR THE SUPPORT OF THE INDIGENT NOTES TO THE ACCOUNTS FOR THE PERIOD I SEPTEMBER 2023 TO 31 JANUARY2025 Accountlng prlnclpl The accounts have been prepared on a rowpts and payftts bag's and c£mpty with AceoLtnts IScolLind) Regulatn$ 20C6. Charities l of the Sc¢ty's funds are unreStned. 2023125 No 8en•fft• p•ld to b•n•ftclarl•• Total number of benefits paKI Trn8tM•' •xp•nu• The Trustees received no remunèrat nor expenses dunng the year. 4. Thè TNstees gratefvlty kr the generous support of the follulwng TnJ$ts during the Bakei Incorporat)n of Perth The Caim¢ross Trust The Forteviot cttaritab Trust The Gannochy Trust The Graham Hunler Foundation The Jimmie Caimcross Chantable Trust Rot8ry Club of Perth Rotary Club of Perth Kinnoull The Thomson Charitable Trust