APPENDIX 1 oscr,_ Period start date Monih Yèar 2024 Period end dale nth Ye8r Oct 2024 Day Day Office of Ihe S¢otti$h Charity Rogvlator Reference and administration details Charity narng Olher namos charity Is known by Rogistorod Gharity number Charity's principal address Forfar Old People's Hall SCIO SC053112 Names of tho ¢harty tru$ttss on dat• of approval of Trustees. Annual Roport Olfico {If any Dates acted If not for whol• year Name of person {or body) entStled to appolnt trustee (11 ) Trust00 namo 10 11 12 13 14 15 16 17 18 19
APPENDIX 1 Reference and administration details Names of all other charfty trust••s during tho Poriod, rf any* Ifor example, those who reslgned part way through Ihe Ilnanclal p•rlod) DatoJ act rf not for whol• y•ar Structure, governance and management Typ• of gov•rnlng docum•nt i The hall was fjstablished by Deed of Trust in 1965, to which have been l added, a number of supplementary deeds, the most recent dated June 1998. The Trust has made an appli¢alion to OSCR lo transfer Forfar Old People's Hall to a SCIO IS¢ottish Charitable Incorporated Organisationl. The SCIO application has been su¢cessfvl and Forfar Old People's Hall SCIO, SC053112 was registered from 8th February 2024. TTUStg0 ro¢ruitm•nt and appointmont Truslees are appointed from a range of community groups to ensure a wide spread of communily groups. Objectives and activities Charilable purpo¥o$ people of the Communty of Forfar and environs. The objective of both the Irusl8e$ and the management committee 15 to ensure that the hall remains in good condition and is accessible for i community groups of all ages. Given the level of usag8 It is fell thal the aims of the original trustees are being met In an effeGtive manner. Summary of the maln actlvltles In relatlon to these obJeGts The hall is managed by 8 Tiustees Committee. which oversees the maintenance of the propety to ensure il meets acceptable standards. This Committee depends on contributions from the public. 9enerally in the form I of legacies. Morsey is invested to provide a fund for the Maintenan of the opety together wilh improvement works. A Management Committee handles the day lo day running of the hall and employs a caretaker who deals with the ugers and ¢arrie5 Out cleaning duties.
APPENDIX 1 Achievements and performance Summary of the maln achlevements of The Trustees wei¢ome donations, usually from local sources, lo ensure the charlty during thè financlal p•rlod the financial fvjlure viabilty of the Hall. The Trust had agreed lo transfer all of the assets to the SCIO and the first accounts prepared for the SCIO, will be merged accounts which will include any transactw)ns from th& Trust to the date of transfer to the SCIO. However, there has been a delay in the transfer of the assets, due lo administralwe issues with the opening of a new bank accounl in the SCIO'S name. Aso. a tsx reference for the SCIO has been applied for from HMRC and has not yel been issued. The tax reference Is required for the Stockbrokers lo be able to transfer the Shareholdings and the Trust's bank account is to remain open in the meantime. As a result, there have been no transactions for the SCIO in the period to 30 October 2024. Please refer to the Accounts and Annual return in the name of thè Forfar Old People's Hall - SC020405. for the movement during the p8nc4J. Financial review Brlef statement of the charlty'5 poIIcy Detalls of any d•ficit Donated facilitles and servi¢08 {rf any)
APPENDIX 1 Other optional information Declaration The trustees doclare that th•y have approved th• truslees, report above. Signed on behall of the ¢horty's trustees Signaturols} Full namo(51 Posltlon {e.g. Chair) Chalr Dat• 2151 May 2025