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2025-03-31-accounts

Athelstaneford Community Group SCIO

Trustees’ Annual Report 1[st] April 2024 to 31[st] March 2025

Charity contact information

Athelstaneford Community Group SCIO

Scottish Charity Number: SC052289

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Email address: athelstaneford.community.group@gmail.com

Charity Trustees

The following table names all of our charity trustees for the period, and the date they left the group where they were not in post for the whole

year:

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Trustee name Date of leaving group
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2

Objectives and activities

Athelstaneford Community Group SCIO was set-up in February 2023 by residents of Athelstaneford village to respond to issues raised by people in the community.

The organisation’s purposes are to advance the health, wellbeing and quality of life of the residents of Athelstaneford and its surrounding area through:

We do this by supporting projects and activities that achieve these aims.

The group aims to benefit all residents in the village and surrounding area, in particular younger people, older people and those experiencing disadvantage.

3

Structure, governance and management

Type of governing document

The group has been set up as a Scottish Charitable Incorporated Organisation (SCIO) and has a 2-tier structure of Trustees and Members. It is governed by a written constitution.

Trustee recruitment and appointment

The organisation became a SCIO on 1° February 2023, at which point all of the founding Trustees were officially appointed.

A maximum of 15 trustees can be appointed, of which no more than 3 may be co-opted non-members.

All existing trustees retire at each AGM but are eligible for re-election. The election of the trustees is made by the members at the AGM.

Trustees

The group’s first AGM was held on 30 April 2024. All trustees retired and eight of the original thirteen founding trustees were re-elected for another year. The co-opted trustee, NE, was also coopted again for the 2024-25 committee year.

4]

Achievements and performance

The group continued to build on the success and momentum of the work carried out in 2023-24, including:

Activities

A key focus of the group has been to facilitate the running of more activities in the village to enable members of the community to meet each other more often, building social connections.

The activities the group have organised included:

5

There has continued to be good attendance at these activities and they have enabled people to meet more often in the community, welcome new people to the village and help people who have been experiencing social isolation.

Fundraising and grant applications need to be sought to support some of these activities and to remove the financial barrier that can prevent some people from being able to participate. An application for £2,850 was submitted to the Haddington & Lammermuir Area Partnership in July 2024 to deliver “Event nights and days with raffle, auction, games, tennis competition and community bar (temporary licence) and donations.” but was unfortunately unsuccessful.

All of these activities have only been possible due to the generous support of volunteers to help make them happen.

During the reporting period, the Coffee Morning and Stitch & Knit activities were separated out and managed separately from the Activities Group - updates on these are provided below under their own headings.

Stitch & Knit

The Stitch & Knit Group meets every Wednesday 7-9pm in Athelstaneford village hall. It continues to have around 10 people attending on a regular basis. The group provides a supportive and welcoming atmosphere for all. Anew member has acknowledged the warmth of the welcome and has quickly become a regular attendee. The group is currently advertised through word of mouth, other ways of encouraging membership are regularly discussed.

Members undertake their own chosen crafts and help and teach others who are interested in a particular project.

Group members have been asked to participate in a number of community based projects including:

6

A potential partnership with the local Primary School is being discussed.

Importantly the group helps to reduce social isolation and provides a mindful two hours of calm in busy lives.

Coffee mornings

The coffee mornings have been consistently well attended during the period. A regular attendance between 28-34 attendees and receiving donations of over £100 regularly that cover the costs of running the events with any surplus going towards the group’s general funds.

People get a lot from the coffee morning, catching up with friends and relatives that attend from all over East Lothian.

Volunteer helpers and bakers are always keen to help, and it’s been a great way to introduce new villagers into the community.

The SWI, the Stitch & Knit and the park groups have used the coffee mornings to promote their activities and to provide updates.

7

Park redevelopment

The Athelstaneford community have highlighted the condition of the village park as one of their main concerns. Historic design issues and neglect have resulted in this key public greenspace being underused and it doesn’t currently serve the community’s needs well. The park revelopment project aims to create a high-quality outdoor place for the whole community to use.

In previous years the Community Group developed a masterplan for the park’s redevelopment in consultation with the community and key stakeholders to ensure that the design meets everyone’s aspirations and needs.

In the reporting period, the group made significant progress with the project including:

8

We must start work within 3 years or the planning permission will lapse.

We would like to give thanks to the following for their support, without which the project wouldn't have been able to progress to this stage:

The grants and donations were held within Restricted Funds and have only been used to cover the costs of the park development project.

9

Financial review

The General Funds of the charity - which represent day to day unrestricted income and expenditure showed an operational surplus of £1,924.71 in 2024-25. £1,089.50 was held at the year end to fund any activities and costs that the group Trustees agree to.

Some of the Group’s funding is ‘Restricted’ for specific purposes — in 2024-25 this consisted of:

The park redevelopment project:

A total of £6,532.26 was spent on this project within the financial year, which used all the restricted funds including those carried over from the previous financial year and £627.50 from general funds.

Stitch & Knit group:

Donations made by members of the Stitch & Knit Group are restricted for use towards the running and activity costs of this group.

In 2024-25, £834.30 of donations were collected by the Stitch & Knit group versus costs of £655.50. This resulted in a surplus of £178.80 that has been added to £263.67 from previous years. There is £442.47 available for future years.

Statement of the charity’s policy on reserves

The group has limited ongoing financial liabilities but would benefit from a small contingency fund to meet unforeseen costs. At present the minimum target reserves value has been set at £500.

10

Details of any deficit

There are no deficits on any fund.

Donated facilities and services

None.

11

Future plans

Activities

The group plans to continue to organise one-off activities in the year ahead including:

In addition, the group is looking into the possibility of adding and maintaining additional planting in the village using volunteers.

Stitch & Knit

It is planned to continue running the weekly Stitch & Knit session over the course of the coming year. The group will seek funding to support the costs of this to remove any barrier to participating that asking for donations may create.

Coffee mornings

It is planned to continue running the monthly coffee mornings over the course of the coming year.

Park redevelopment project

The group plans to seek grant funding to deliver the playpark project (estimated cost £77K) — three potential grant funders have been identified. The group also intends to develop up the designs in the masterplan in to more detail and to estimate the costs of the proposed elements to help inform future funding bids.

12

Cilla Fund

The group is in discussions with people managing a local endowment fund, the ‘Cilla Fund’, regarding the potential for its’ management to be brought within the structure of the Community Group.

Membership

The group plans to launch a formal membership scheme per the intention of our two-tier governance constitution. This is expected to help involve the community in the group’s work and to ensure that the trustee committee is kept accountable to the wider community the group serves.

13

Declaration

Signed on behalf of the charity trustees:

a

Registered number: SC52289

ATHELSTANEFORD COMMUNITY GROUP Scio FINANCIAL STATEMENTS FOR THE PERIOD 1 APRIL 2024 TO 31 MARCH 2025

Athelstaneford Community Group SCIO Examiners Report

Independent Examiner’s Report to the Trustees of Athelstaneford Community Group SCIO

I report on the accounts of the charity for the year ended 31 March 2025.

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) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended). The charity trustees consider that the audit requirement of Regulation 10(1) (d) of the 2006 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 view given by the accounts.

Independent examiner's statement

In the course of my examination, no matter has come to my attention

  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

  2. e to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 2006 Accounts Regulations

have not been met, or

  1. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Independent Examiner

Date: 9C S | FO-255

Athelstaneford Community Group SCIO Income & Expenditure a a As at 31 March 2025

Income & Expenditure

Income && Expenditure Income && Expenditure
For the year ended 31 March 2025
Cash Basis
2024-25

sn Te
Funds
Park Grants
&Donations
Fund for
Community Group Funds
Activities
UKSPF Grant forPark Development 3,000.00 0.00 3,000.00
Donations for Park Project forS&K Group 69.00 0.00 69.00
Cilla Fund 1,000.00 1,000.00
Group Funds Used for Park 627.59 (627.59) 0.00
Event Donations
Warm Hub 17.31 17.31
TulipTea 430.00 430.00
Community Gathering 118.40 118.40
Ceilidh 685.00 685.00
StAndrews Night 1,306.55 0.00 1,306.55
Pop Up Nights 194.10 194.10
Coffee Morning 1,040.62 1,040.62
Stitch & Knit Donations 592.30 592.30
Gift Aid 242.00 266.55 .
Grant for Community Group SetUp
one ane 2,850.00 0.00 2,850.00
Bar Sales 972.86 972.86
StAndrews Night Fundraiser 0.00 0.00
Total Income 6,003.14 2,850.00 834.30 3,097.25 12,784.69
Costs
Hall Hire
Stitch & Knit 429.00 286.50 715.50
Coffee Mornings 182.00 76.00 258.00
Other 7.00 61.75 68.75
Warm Space Hubs 295.75 295.75
Pop Up Events 110.50 0.00 110.50
Community Gathering 26.00 26.00
St Andrews Night 75.00 75.00
TulipTea 52.00 52.00
Ceilidh 60.00 0.00 60.00
Burns Night 32.50 0.00 32.50
Stitch & Knit Costs 369.00 0.00 369.00
Supplies forCoffee Morning 0.00
SuppliesforEvents 0.00

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||||||||| |---|---|---|---|---|---|---|---| |EventWarm ExpensesHub|||05|.|05|0|5.50| |Community Gathering|||30.00|||7.64|37.64| |Tulip Tea|61.39|61.39| |CeilidhPop Up Nights|||376.7675.60|376.7675.60| |St Andrews|Night|200.00|||1,034.66|1,234.66| |Coffee Morning|||93.54|93.54| |Warm|Hub|Costs|0.00|0.00| |SumUp Costs|||||5.91|5.91| |Total|Costs|6,532.26|1,440.75|655.50|1,850.75|10,479.26| |Income|less|Costs|—=SS~«dCS«wS 2D) |—w09.25||—17e.60|1,246.50|2,305.43||| |||| |Aaministratvecosts||| |Charitable|and|Political|Donations|0.00|0.00| |Training|96.00|0.00|96.00| |Insurance|157.00|157.00| |Gifts|||||0.00|||0.00| |IT Software|and|Consumables|||0.00| |EquipmentRent for meetings|||127.72|0.000.00|127.720.00| |Total|Administrative|Costs|0.00|223.72|0.00|157.00|380.72| |eaininvear——=SS~~dSCS*«t| |||nessa ||a7e.80|08950||1,924.71|||

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Athelstaneford Community Group SCIO Balance Sheet

As at 31 March 2025

As at 31 March 2025

Cash Basis

| |

. Unrestricted
ParkGrants Partnership
Fund for
Community
Stitch&
KnitGroup
GroupFunds
Activities
Cash at bank and in hand
Bankof Scotland Treasurers 0.00 1,185.53 442.47 1,934.06 3,562.06
Cash Account 0.00 0.00 0.00 66.00 66.00
Total Cash at bank and in hand 0.00 1,185.53 442.47 2,000.06 3,628.06
Capital and Reserves
Current Year Funds (529.12) 1,185.53 178.80 1,089.50 1,924.71
Funds broughtforward 529.12 0.00 263.67
TotalFundsAvailable 0.00 1,185.53 442.47 2,000.06 3,628.06

pte §=9§3 O/E /as

Notes to the Accounts

  1. General Information

Athelstanefordregistered OfcCommunity ( /sGroup SCIO is a Charitable organisation,S)asincorporatedSain Scotland, Ss as:registered number SC52289 . The