APPENDIX 1 rustees nnua Period start date Year 2024 oscr,- Period end fiale Month | Year 2025 Day 31 To Office of the S¢ottish Charity Regulator Reference and administration details ChaTity namo Other names charlty Is known Forfar Old People's Hall SCIO Regist•red charity numbor Charlty's principal address SC053112 Albion House 52, Easl High Street ForPar Postcodè DD8 2EG Nam•s of the charity twstso8 on dat• of •pprov•l of Trusteos, Annual R•port Trustee name Office (rfanyl Datos actèd rf not for whole year Name of person {or body) entitted to appolnt trustee (rf any) William McLeod Chairman Mrs Isobel Ross Secretary Neil Hansom TaSUr Vmlliam Hardie George McLean Chair of management committee Mrs Dorolhy McSkimmin9 10 11 12 13 14 15 16 17 18 19
APPENDIX 1 Reference and administration details Namos of all other charlty trust$ durfng the porfod, 11 anyp (fer example, thos• who reslgned part way Ihrough the financlal p•riod structure, governance and management Typg ot governlng document The hall was established by Deed of Trust in 1965, to which have been added, a number of SUppleEntary deeds, the most rent dated June 1998. The Trust made an application lo OSCR to transfer Forfar Old People's Hall ISC020405) lo a SCIO (Scottish Charitable Incorporaled Organisalion} and this was registered from February 2024. The Trusl completed the transfer of its assets to the SCIO during the year. Tru8teg recrultment and appolntment Tnjstees are appoirtled from a range of community groups to ensure a wide spread of cornmunty group$. Objectives and activities Charltable purp05e8 l The objects of the Trustees being to provide a community hall for the old people of the community of Forfar and environs. The objective of toth the twstees and the management committ8e is to ensure that the hall remains in good condition and is acSsible for commltnity groups of all ages. Given the level of usage, it is fell that the aims of the original trustees are being met in an effective manner. Summary of the maln actlvities In relatlon to these objects Thé hall is managed by a Trustees Committee. which oversees the maintenance of the property to ensure it meets acceptsble standards. This Committee depends on contributions from the public, generally in the form of legacies. Money is invested to provide a fund for the maintenance of the propety together with improvement works. A Management Committee handles the day to day running of the hall and employs a earetaker who deals Wlth the users and carries out cleaning duties.
APPENDIX 1 Achievements and performance Summary of the main achi•v•monts of The Trustees welcome donations, usually from local sour, to ensure the charity during the financial p•riod the financial fvture viability of the Hall. Given the careful operation of the Hall by the Management Committee the use of the Hall has increased The prevlous Trusys bank balance of £46,170 has been included as donation to the SCIO during the year and all assets have now been transferred into the name of the SCIO. A donation of £15,238 has been received from the Forfar Old Age Pensioner5 Association as a result of closure of their own bank account at their requesL After deduction of the above donations an operating surplus of £3,633 has been achieved. The Trustees consider that the Trust has adequate resources to continue for the foreseeable future. Financial review Brief statement of the charity's policy on reserves Detslls of any deflclt Donated facllltlos and servlces Ilf any
APPENDIX 1 Other optional information Declaration The trustees de¢laro that th•y have approved the trusloos, report above. Signed on behalf of the charlty'g trust¢e$ Slgnatur•lsl Signed Wlliam McL8od Full namo191 VWLLIAM MCLEOD Position le.g. Chairl I Chair Date I 30.04.2026
APPENDIX 2 I-., c1..1Y bthw (Jw Forf4r Old P00pIo'9 Hall SCIO SCO53112 OSCR Racei tsand ments accounts Forth• Scottth tharty Re8ulator to 31 2024 ott Section A Statement of receipts and payments UnrnAtrf¢t•d lunds Eendatsle Pernnent Totslfund$ l•st porfod nds funda funds ¢uvr•nt p•rlod Al Ret•1 Legac Grts R6reip15 fromfund[SI GroB8tradiw Rceip15 In¢trntrfrom inve$tyMnt$ othtrthan land and building$ Rwtsfrom L9nd & bulding$ Gr058 rt$ frtyn ¢th¢i ch8th$e ath 8,148 6.148 12.945 Al Sub lot41 $11Tr)1 12,001 R•c•lptsirom w•t& Invo•tmBrt BlllF Pr0$ Iromsakoffie& a£géts Pr(x88dSfrLYnOt investrtEnls A2 Sub total ¢IIVJ1 42,001 A3 P4yrneTrts Expens85 larfurA1n9 a¢UvlUo9 GrosstrB¢lw paywnts YeGtr(kent rnanagerrnl CrlS Payments ldn0 diredty lo th2rabte athities Grants and 14132 14132 200 &emanLeS1$. AudMI Indwdenl exarnlnalon PreparabDn ol annual arcOtE Legalcosts 1828 1628 A3 Sub lOt*l 18,960 16.960 A4 P•ym•Ats r10 aJ8et Inve•tmEnt movements Purch3se5 of fixed assets PUhse of In¥661rrIS A4 Sub lot Tofalyym•nts 16,%0 16.980 65.041 .041 AS Transf•rs to Ilfrgmlfunds 65,041 65,041
APPENtxxp Forfar Old People's Hall SCIO Section B Statement of balances SC053112 Tomlcwmrt 4tsgorfes Dpts#g knd 81 Cah CtshwbbthQ1tkntQf¥e ildefiLIl)Shtyhon rte4pt¥wJ 10,011 6S,IM1 14,041 Dwalls Ir$frnts •1 mDthI¥o 171.Q19 Tatal 00115 B3 Othvrassvts Pty •o.000 tsi urtJb B6¢OnonI•bIIlkn• TOtsI ofdlth•tsuit• Sty3NW PrfntN4 Isignedl Walliarn Mcleod WILLIAM MCLEOD 30.04.2 18lgnedl Willlam Hard£e WILLIAM HARDIE 30.04.2 Pwf4rOAP PW12Q2SJSÈSIgSJ4760C3176181SB9CE3C4BLMBF7•831SBmwdolbW#K
APPENDIX2 Forfar Old People's Hall SCIO SC053112 Section C Notes to the Accounts C1 Nature arKI purpo88 of lund5 (mayb8 slat8d ¢Tri analysis ollunds w(vksheetsJ Unre51ricted fund$ 8re th81 May be ud 8t the discretn of the trustees Sn Iwtrnnce ofthe c&S8Cts ol è charty. The Irnstees mainlain a qeneralfund forthe daFtfyd8y njnning ofthe Club. Thè Iru&tèes maithn a Fwbri¢fvr to pwdef¢rtho mwntenin¢• ofthe pwrtytwarwfth imtm¥8mentwork8. Type of actlvty or project support•d ¢2 Grants Total C3a Trustee remunwOn 11 no reMraOn wa6 pahl durln9 th& wriod to any¢haiity Iwsie• cf FeT8on ¢onnected to trustee cm85 box lotheryM8e cornpbts 88don 3bl Awhormy underwhl¢h pald C3b Tru8t88 romunerntlon- detslls ¢4a Trustee expenses If noexppns¢$ were pa1 to any chartytwst8e durirvj the period Ihen cross Ihls tN)x lolherwise cornpleto sOn 4bl C4b Trustee •xpenses- detalls Tr4nMthon N8ture of welatlonshl Nature of twansactlon C6 Transa¢tlon$ wSth trust••s and connected pgrsons C6 Other inforniatlon Dunno the yÈar, IheTrus1 Pa legal and prolassknnal fees of £9 tow & J S Gordon. Soidiof6, firrn ofwhth Mrwaam Mar¢kn ITruste21 is the proprielDr. The fr9$ We rceStsYt0 me18 Ihe transfer of the Trustlo a SCIO. There w9r¢ no arnourrtS Outstandlng ai thg yearend. F¢rfarOAP Hal 2025 2s857BSJ4753178l64sBeCE3¢A8D988F7A66J2NOte• Dxetrknr2007
APPENDLX2 Forfar Old People's Hall SCIO SC053112 Additional analysi$111 ofwwJlpb•Thd l Donatlpn ur[&•d 14nb Trthr trthlrwttr scio 16,170 Totsl 61906 2 Gr•nts Tot41 3 GM• r•¢8lptsfrom other¢hrhbkn xOvlUv¥ TolilixtwrtDd d• Totsl 4 P4ym•nts dts4•tocharfiattsa¢U¥lU•s urrfM(t•d rtds InvJc• 1,264 66$ S.JDg 1,0 WayEs Reptstsx HoBt&i Equwert 1230 7$> Tot41 14132 14132 Frfwalpwdx25_2W7_247sQCj17ts1&dEX41ogBA&IdrI11I
4L¥X2 SC053112 Additional analysis121 6 olntrkt•d1Ud rltund bil Wow T(411 ¥nr•lnthd RKqlpts a& Grant& Q701 Iklngs 11W5 11•46 Ii¢Pt4frtylltytrWttbg 1&616 DM Pr¢K9•thlrTh 1X0$sÈts èrfÉ&frèm & 46.J16 iiaDi Gro55 iJ2 1&160 16,00 49.356 66,011 Tr$[101¢MjI $}(•j 1&885 Q6e of fwds Fon0PPA12Q5JSB0785J4750C31701B41EaCAJ1plu2A0xIIiP)
PENrnX2 Forfar Old People's Hall SCIO SCO53112 Additional analysis131 6 Br•14d• tun¢b• lurtdbvk 15 RpIsTr1Jng¢¥vbll# from Subtotsi Sob toi•l QrObbtrJdlropayTIts thr8¥Jy LoRalc0515 Trnn6ferd toi(from)funds SuWs/(d•ftttJ fory•ar N•iur•4nrt Foll&f(1•PH225jts795J47ocsl7s1e¢$ÈltEXè10sAI6sNthnf1$<1 Dw*ErXJ7
APPENDIX 3 SCR s(lsh Charty ReguL3tor Inde endent examinerfs re Roport to the Chgrity nam? trustoeslmembers of Forfar Old People's Hall SCIO ort on the accounts R•glstsr8d ¢harlty number On the accounts of tha ¢harity for the perlod SC063112 Period start date Monih Pericd end date Month Year Yeèr Set out on pages Ckne to T•n Respectlve I rnsponslbllltlos of trustees ond oxamlner The chanty's trustees are responsible for the preparation of the accounts in accordance th the tem of the Charities and Trustee Investment (scoand) 2005 Act and the Charities A¢¢ounts (Scotland) Regulations 2006 las amended). The charity trustees consKler that the audit requirement of Regulation 1011) Id) of the Accounts Regulations does not apply. It is my responsibility to examine the accounts as required under section 44(11 {cl of the Act and to state whether particular matters have come to my attentn. Basis ol Ind•pend•nt My examination is carried out in accordance with Regulation 11 of the 2006 Accounts examiner's statement Regulation5. An examination includes a review of the accounting records kept by the Charity and a comparrson of the accounts presented with those records. It also includes consideration of any unusual items or disc105ures in the accounts and seeks explanaltons from the trustees conceTning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and, consequentty, I do not express an audit opinion on the view given by the attounts. In the course of my examination, no matter has come to my attention lother than that disclosed on thè attached page'l whth gNes me reasonable (*use lo belleve that in any material respect the requirements.. to keep accounting records in accordance with section 4411) {a) of the 2005 Act and Regulation 4 of the 20C6 Accounts Regulations, and to prepare accounts which accord with the accounting records and compty with Regulation 9 of the 2006 A¢¢ounts ReguL8tions have rsot been met, Indepfrndent examlner, statement Slgned." Name: Relevant profe88ional qlIfatiOn{s) or body {If any): Addrn88: ANGELA HAIG Angela Haig 05/05/2026 BA CA CTA BQ Accountants Lirnited Westby 64 West High Street Forfar DD8 IBJ