APPENDIX 1 OSCR Period start date Month Year March 2024 Period end date Month Year March 2025 Da Da 31 From To otlish Charity Regulator Office of the Scottish Charity Regulator Reference and administration details Charity name other names charity is known by Registered charity number Charity's principal address East Lothian Community Benefits SCIO SC053230 Seapoint Woodbush Dunbar PostcodeEH42 1 HB Names of the charity trustees on date of approval of Trustees, Annual Report Trustee name oirice (rf any) Dates acted if not for whole year Name of person (or body) entitled to appoint tsustee lif any> Chair Vice-chair Treasurer Secretary 17101125 to 31103125 14103125 to 31103125 10 11 12 13 14 15 16 17 18 19 20 APPENDIX 1 Reference and administration details Names of all other charity trustees during the period, if any. (for example, those who resigned parl way through the financial period) Name Dates acted rf not for whole ear Structure, governance and management Type of governing document The SCIO is govemed by the Conslitution that has been registered with OSCR. Trustee recruitment and appointment The recruitment and appointment of trustees is laid down in dauses 76 to 88 in the SCIO'S Constitution. Objectives and activities Charitable purposes Community development; environmental protection and improvement; preservation of heritage. relief of povety; advancement of health; relief of disadvantage; advancement of education; promotion of citizenship, all of the above are primarily within East Lothian. Summary of the main activities in relation to these objects The main activities are first to seek Community Benefrts funding from green energy developers and others, then to develop plans for using those funds to best meet the charitable objectives of the SCIO, before detennining the distribution of the funds. APPENDIX 1 Achievements and performance Summary of the main achievements of the charity during the financial period The establishment of the SCIO in the first year involved engaging with all Imenty of the Community Councils in East Lothian, most of whom are now members of the SCIO. An opportunity emerged durrng the year lo develop a District Heating Plan, the first stage of which involved the commissioning of a feasibility study. Through the good offices of East Lammmemiuir Community Council, one of the SCIO'S members, a grant was obtained from CWP Energy Ltd to pay for this feasibility study. The results of the study wll be delivered in 2025126. This project would meet many of the SCIO'S purposes, potentially avoiding loss of heat to the environment and providing the community with improved energy security in a changing world. Scottish Enterprise has also supported this project. Financial review Brief statement of the charity's policy on reserves The charity has the policy of remaining cash positive. Apart from that, its intention is to use funds as quickly and effectively as possible to meet the purposes of the SCIO. Details of any deficit Donated facilities and services (if any) APPENDIX 1 other optional information Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signaturels) OSCR will aecept dlgltal or typed 8lgnaturn3 Full name(s) Position {e.g. Chair) Trustee Date 0810712025 Enter SC No. below **SC053230** APPENDIX 2 Enter charity name below **East Lothian Community Benefits SCIO** ||||**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |||||||Period start date||||||||||Period end date|Period end date|||||||| |||**For the period**
**from**||26
Day|||March
Month||||2024
Year||**to**|Day
31||Month
March|||||Year
**2025**|||| |**Section A Statement of receipts and payments**||||||||||||||||||||||||| |||**Unrestricted**
**funds**||**Restricted**
**funds**|||||**Expendable**
**endowment**
**funds**|||||**Permanent**
**endowment**
**funds**||||**Total funds**
**current period**|||||**Total funds last**
**period**|**Total funds last**| |||**to nearest £**||**to nearest £**|**to nearest £**||||**to nearest £**|||||**to nearest £**||||**to nearest £**||**to nearest £**|||**to nearest £**|**to nearest £**| |**A1 Receipts**||||||||||||||||||||||||| |Donations||||||||||||||||||**-**|**-**|**-**|**-**|||| |Legacies||||||||||||||||||**-**|**-**|**-**|**-**|||| |Grants||||**40 096**|**40 096**|||||||||||||**40 096**|**40 096**|**40 096**|**40 096**|||| |Receipts from fundraisingactivities||||||||||||||||||**-**|**-**|**-**|**-**|||| |Gross tradingreceipts||||||||||||||||||**-**|**-**|**-**|**-**|||| |Income from investments other than||||||||||||||||||||||||| |land and buildings||||||||||||||||||**-**|**-**|**-**|**-**|||| |Rents from land & buildings||||||||||||||||||**-**|**-**|**-**|**-**|||| |Gross receipts from other charitable||||||||||||||||||||||||| |activities||||||||||||||||||**-**|**-**|**-**|**-**|||| |||||||||||||||||||**-**|**-**|**-**|**-**|||| |**_A1 Sub total_**|**_A1 Sub total_**|**-**||**40 096**|**40 096**||||**-**|**-**|**-**|||**-**|**-**|**-**||**40 096**|**40 096**|**40 096**|**40 096**||**-**|**-**| |**A2 Receipts from asset &**||||||||||||||||||||||||| |**investment sales**||||||||||||||||||||||||| |Proceeds from sale of fixed assets
Proceeds from sale of investments
**_A2 Sub total_ -**
**-**
**-**
**_Total receipts_ -**
**40 096**
**-**
**A3 Payments**
~~—~~
~~= == SS~~|||||||||||||**-**
**-**
**-**
**-**
**-**
**-**
**40 096**
**-**
~~SS~~|||||||||||| |Expenses for fundraising activities||||||||||||||||||**-**|**-**|**-**|**-**|||| |Gross trading payments||||||||||||||||||**-**|**-**|**-**|**-**|||| |Investment management costs||||||||||||||||||**-**|**-**|**-**|**-**|||| |Payments relating directly to charitable|Payments relating directly to charitable|||||||||||||||||||||||| |activities||||**37 346**|**37 346**|||||||||||||**37 346**|**37 346**|**37 346**|**37 346**|||| |Grants and donations||||||||||||||||||||||||| |||||||||||||||||||**-**|**-**|**-**|**-**|||| |Governance costs:||||||||||||||||||||||||| |||||||||||||||||||**-**|**-**|**-**|**-**|||| |Audit / independent examination||||||||||||||||||**-**|**-**|**-**|**-**|||| |Preparation of annual accounts||||||||||||||||||**-**|**-**|**-**|**-**|||| |Legal costs||||||||||||||||||**-**|**-**|**-**|**-**|||| |Other|Other|Other||||||||||||||||||||||| |||||||||||||||||||**-**|**-**|**-**|**-**|||| |||||||||||||||||||**-**|**-**|**-**|**-**|||| |**_A3 Sub total_ **||**-**||**37 346**|**37 346**||||**-**|**-**|**-**|||**-**|**-**|**-**||**37 346**|**37 346**|**37 346**|**37 346**||**-**|**-**| |**A4 Payments relating to asset and**||||||||||||||||||||||||| |**investment movements**||||||||||||||||||||||||| |Purchases of fixed assets
**-**
Purchase of investments
**-**
**_A4 Sub total_ -**
**-**
**-**
**-**
**-**
**-**
**_Total payments_ -**
**37 346**
**-**
**-**
**37 346**
**-**
~~————————~~||||||||||||||||||||||||| |**_Net receipts / (payments)_**
**A5 Transfers to / (from) funds**
**_Surplus / (deficit) for year_**|**-**
**2 750**
**-**
**-**
**2 750**
**-**
**-**
**-**
**2 750**
**-**
**-**
**2 750**
**-**
~~=——————~~|||||||||||||||||||||||| APPENDIX 2 **East Lothian Community Benefits SCIO** **SC053230** ## **Section B Statement of balances** |**Categories**
**Signed by one or two trustees**
**on behalf of all the trustees**
**B3 Other assets**
**B5 Contingent liabilities**
**B4 Liabilities**
**B1 Cash funds**
**B2 Investments**|**Details**|**Unrestricted**
**funds**
**to nearest £**|**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**Total current**
**period**
**to nearest £**|**Total last period**
**to nearest £**| |---|---|---|---|---|---|---|---| ||Cash and bank balances at start of year|||||**-**|| ||Surplus / (deficit) shown on receipts and
payments account||**2 750**|||**2 750**|| |||||||**-**|| |||||||**-**|| ||**Cash and bank balances at end of year**
(Agree balances with receipts and payments
account(s))
**Details**|**-**|**2 750**|**-**|**-**|**2 750**|**-**| |||-|
-|
-|
-|
-|
-| |||||**Fund to which**|**asset belongs**|**Market valuation**
**to nearest £**|**Last year**
**to nearest £**| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||**Details**||**Fund to which**|**asset belongs**|**Total**
**Cost (if available)**
**to nearest £**|**-**|
**-**| |||||||**Current value (if**
**available)**
**to nearest £**|**Last year**
**to nearest £**| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||**Details**|||**Total**
**Fund to which l**|**-**|
**-**|
**-**| ||||||**iability relates**|**Amount due**
**to nearest £**|**Last year**
**to nearest £**| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||**Details**|||**Fund to which l**|**Total**
**iability relates**|**-**|**-**| |||||||**Amount due**
**(estimate)**
**to nearest £**|**Last year**
**to nearest £**| ||||||||| ||||||||| ||||||||| ||**Signature***|||**Print Name**|**Total**|**-**|
**-**| ||||||||**Date of**
**approval**| ||||||||| ||||||||08/07/2025| ||||||||| / Statement of balances 2 December 2007 APPENDIX 2 **East Lothian Community Benefits SCIO** **SC053230** ## **Section C Notes to the Accounts** **C1 Nature and purpose of funds** _(may be stated on analysis of funds worksheets)_ ## **C2 Grants** ## **C3a Trustee remuneration** ## **C3b Trustee remuneration - details** ## **C4a Trustee expenses** ## **C4b Trustee expenses - details** ## **C5 Transactions with trustees and connected persons** |**Type of activity or project supported**
Didtrict Heatingfeasibilitystudy
Didtrict Heatingfeasibilitystudy|**Type of activity or project supported**
Didtrict Heatingfeasibilitystudy
Didtrict Heatingfeasibilitystudy|**Individual /**
**institution**
~~**c ttish**~~
**Enterpr**
**CWP energy**|**Number of grants**
**made**
**£**|**Number of grants**
**made**
**£**| |---|---|---|---|---| ||||**1**|**2 750**| |||||**37 346**| |||||| |||||| |||||| ||||**Total**|**40 096**
| |||||| |If no remuneration was paid during the period to any charity trustee or person connected to
a trustee cross this box (otherwise complete section 3b)||||**x**| |**Authority under which paid**||||**£**| |||||| |||||| |||||| |||||| |||||| |||||| |If no expenses were paid to any charity trustee during the period then cros
(otherwise complete section 4b)|||s this box|**X**| ||**Nature of transaction**||**Number of**
**trustees**|**£**| |||||| |||||| |||||| |||||| |||||| |**Nature of relationship**|||**Transaction**
**amount (£)**|**Balance**
**outstanding at**
**period end (£)**| |||||| |||||| |||||| |||||| |||||| ## **C6 Other information** / Notes 3 December 2007 APPENDIX 2 **East Lothian Community Benefits SCIO** **SC053230** ## **Additional analysis (1)** ## **Analysis of receipts and payments** ## **1 Donations** |**1 Donations**||||||||| |---|---|---|---|---|---|---|---|---| ||**Unrestricted**
**funds**
**to nearest £**||**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**Total current**
**period**
**to nearest £**||**Total last period**
**to nearest £**| |||||||**-**||| |||||||**-**||| |||||||**-**||| |||||||**-**||| |**Total**
**2 Grants**|**-**||**-**|**-**|**-**|**-**||**-**| ||**-**
**Unrestricted**
**funds**
**to nearest £**||**-**
**Restricted funds**
**to nearest £**|**-**|**-**|**-**
**Total current**
**period**
**to nearest £**||**-**
**Total last period**
**to nearest £**| |Scottish Enterprise|||**2 750**|||**2 750**||| |Community Windpower Ltd|||**37 346**|||**37 346**||| |||||||**-**||| |||||||**-**||| |**Total**
**-**
**-**
**Unrestricted**
**funds**
**to nearest £**
**3 Gross receipts from other charitable activities**|**-**||**40 096**|||**40 096**||**-**| ||||**-**
**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**-**
**Total current**
**period**
**to nearest £**||**-**
**Total last period**
**to nearest £**| |||||||**-**||| |||||||**-**||| |||||||**-**||| |||||||**-**||| |||||||**-**||| |||||||**-**||| |||||||**-**||| |||||||**-**||| |**Total**|**-**||**-**|**-**|**-**|**-**||**-**| ||-||-|-|-|-||-| ## **4 Payments relating directly to charitable activities** ||**Unrestricted**
**funds**
**to nearest £**|**Unrestricted**
**funds**
**to nearest £**|**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**Total current**
**period**
**to nearest £**|**Total current**
**period**
**to nearest £**|**Total last period**
**to nearest £**| |---|---|---|---|---|---|---|---|---| |District Heatingfasibilitystudy|||**37 346**|||**37 346**|








|| |||||||**-**||| |||||||**-**||| |||||||**-**||| |||||||**-**||| |||||||**-**||| |||||||**-**||| |||||||**-**||| |||||||**-**||| |||||||**-**||| |||||||**-**||| |**Total**|**-**||**37 346**|**-**|**-**|**37 346**||**-**| ||-||-|-|-|-||-| Additional notes (1) December 2007 APPENDIX 2 **SC053230** ## **Additional analysis (2)** |**Receipts**
**5 Breakdown of unrestricted funds**|**Unrestricted**
**fund 1 - enter**
**name of fund**
**below**|**Unrestricted**
**fund 1 - enter**
**name of fund**
**below**|**Unrestricted**
**fund 2 - enter**
**name of fund**
**below**|**Unrestricted**
**fund 3 - enter**
**name of fund**
**below**|**Unrestricted**
**fund 4 - enter**
**name of fund**
**below**|**Total**
**unrestricted**
**funds**|**Total**
**unrestricted**
**funds last**
**period**| |---|---|---|---|---|---|---|---| |Donations||||||**-**|| |Legacies||||||**-**|| |Grants||||||**-**|| |Receipts from fundraisingactivities||||||**-**|| |Gross tradingreceipts||||||**-**|| |buildings||||||**-**|| |Rents from land & buildings||||||**-**|| |Gross receipts from other charitable activities||||||**-**|| |**_Sub total_**
**Receipts from asset & investment sales**|**-**||**-**|**-**|**-**|**-**|**-**| |||||||-|| |Proceeds from sale of fixed assets||||||**-**|| |Proceeds from sale of investments||||||**-**|| |**_Sub total_**
**_Total receipts_**
**Payments**|**-**||**-**|**-**|**-**|**-**|**-**| ||**-**||**-**|**-**|**-**|**-**|**-**| |||||||-|| |Expenses for fundraisingactivities||||||**-**|| |Gross trading payments||||||**-**|| |Investment management costs||||||**-**|| |Payments relatingdirectlyto charitable activities||||||**-**|| |Grants and donations||||||**-**|| |Governance costs:||||||**-**|| |Audit / independent examination||||||**-**|| |Preparation of annual accounts||||||**-**|| |Legal costs||||||**-**|| |||||||**-**|| |||||||**-**|| |**_Sub total_**
**Payments relating to asset and investment**
**movements**|**-**||**-**|**-**|**-**|**-**|**-**| |||||||-|| |Purchases of fixed assets||||||**-**|| |Purchase of investments||||||**-**|| |**_Sub total_**
**_Total payments_**
**_Net receipts / (payments)_**
**Transfers to / (from) funds**
**_Surplus / (deficit) for year_**|**-**||**-**|**-**|**-**|**-**|**-**| |||||||-|| ||**-**||**-**|**-**|**-**|**-**|**-**| |||||||-|| ||**-**||**-**|**-**|**-**|**-**|**-**| ||||||||| |||||||**-**|| ||||||||| ||**-**||**-**|**-**|**-**|**-**|**-**| |||||||-|| |**Nature andpurpose of funds**|||||||| ||||||||| Additional notes (2) December 2007 APPENDIX 2 **East Lothian Community Benefits SCIO** **SC053230** ## **Additional analysis (3)** |**Receipts**
**6 Breakdown of restricted funds**|**Restricted fund**
**1 - enter name**
**of fund below**
**District Heating**
**Scheme**|**Restricted fund**
**2 - enter name**
**of fund below**|**Restricted fund**
**3 - enter name**
**of fund below**|**Restricted fund**
**4 - enter name**
**of fund below**|**Total restricted**
**funds**|**Total restricted**
**funds last**
**period**| |---|---|---|---|---|---|---| |Donations|||||**-**|| |Legacies|||||**-**|| |Grants|**40 096**||||**40 096**|| |Receipts from fundraisingactivities|||||**-**|| |Gross tradingreceipts|||||**-**|| |Income from investments other than land and
buildings|||||**-**|| |Rents from land & buildings|||||**-**|| |Gross receipts from other charitable activities|||||**-**|| |**_Sub total_**
**Receipts from asset & investment sales**|**40 096**|**-**|**-**|**-**|**40 096**|**-**| ||||||-|| |Proceeds from sale of fixed assets|||||**-**|| |Proceeds from sale of investments|||||**-**|| |**_Sub total_**
**_Total receipts_**
**Payments**|**-**|**-**|**-**|**-**|**-**|**-**| ||**40 096**|**-**|**-**|**-**|**40 096**|**-**| ||||||-|| |Expenses for fundraising activities|||||**-**|| |Gross trading payments|||||**-**|| |Investment management costs|||||**-**|| |Payments relating directly to charitable activities|**37 346**||||**37 346**|| |Grants and donations|||||**-**|| |Governance costs:|||||**-**|| |Audit / independent examination|||||**-**|| |Preparation of annual accounts|||||**-**|| |Legal costs|||||**-**|| ||||||**-**|| ||||||**-**|| |**_Sub total_**
**Payments relating to asset and investment**
**movements**|**37 346**|**-**|**-**|**-**|**37 346**|**-**| ||||||-|| |Purchases of fixed assets|||||**-**|| |Purchase of investments|||||**-**|| |**_Sub total_**
**_Total payments_**
**_Net receipts / (payments)_**
**Transfers to / (from) funds**
**_Surplus / (deficit) for year_**|**-**|**-**|**-**|**-**|**-**|**-**| ||||||-|| ||**37 346**|**-**|**-**|**-**|**37 346**|**-**| ||||||-|| ||**2 750**|**-**|**-**|**-**|**2 750**|**-**| |||||||| ||||||**-**|| |||||||| ||**2 750**|**-**|**-**|**-**|**2 750**|**-**| ||||||-|| |**Nature andpurpose of funds**||||||| |The purpose of this project is to determine whether a District Heating System in East Lothian is a feasible possibility with a view to
improving energy security in an environmentally sensitive way, with the further aspiration of establishing whether energy costs
could be reduced for everyone, but particularly for those in need in the area.||||||| Additional notes (3) December 2007 APPENDIX 3 OSCR Scottish Chanty ReguL4t Independent examiner's report on the accounts Report +0 the Charit5, na￿e trusteeslmembers of i? Registered charity SC nurnber On tha accounts of the charity for the period o (Jzig Period start date C￿th Period end date DaJ. Ye8r Da Year g6 to Set out on pages Irernember 10 indud8 the paqe nurnbers of aédilional 5tteetsl Respective The charity's trustees are responsible for the preparation of tho accounts in accordance responsibi lities of trustees and examiner with Ihg terms of the Charities and Trustee Invegtmonl (Scoll2ndl 2005 Act and the Charities Accountq {Scot12ndl Rp.gLJlalions ?006 las amended). The charily trusleeg consider that the audil requirement of Regulation 10(1) Id) of the Accounts Regulations does not apply. It is my responsibility to exarnine the accounts as required under section 44{11 {c) of Act and to slate whether particular matters have corne to my attention. Basis of independent My examination is carried out in accordance wi*h Regulation 11 of the 2006 Accounts examiner's staternent Regulations. An examination includes 2 review of the accounting records kept by the c￿larItY ana 8 comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeks explanations ',rom the trustees concerning any such matlers. The procedures undertaken do not provide all the evidence that would be required in an audil and, consequently. I do not expiess an audit opinion on the view given by the accounts. Independent exarniner's In the course of my examination, no matter has come to my attention [other than that statement disclosed on '.he attached page'] which gives me reasonable cause lo beli8ve that In any material respect the requireirienls". lo keep eccounting records in accordance with section 4411) (a) of the 2005 AGI and Regulation 4 OT the 2006 Accounts Regulations, and lo prepare accounts which accord with the accounting records 2nd comply with -gulation 9 o- the 2006 Accounts Regulations have not been met, or 2. lo which. in my opinion, atlenlion should be drawn in order to enable a proper rsta1dii uf '.he dCCOJNts lo bp reached. Slgned": Name.. Relevant professional qualification{s) or body {if any).. Addr8ss'. 'Please de￿tts the words In the t￿aCketS if they du opfr4y. 11 the cfo apply. Sel out Ih05e Tnalters wh￿h have come to your atientlun <)n Ihe following page. 'OSCR will accept digital or typed Signatu￿S. APPENDIX 3 Disclosure section Only complete if the examiner needs to highlight material problems. Give here brief details of any items that the I examiner wishes to disclose