Trustees, Annual Report 2024-2025 STRACATHRO & INCHBARE COMMUNITY SCIO
STRACATHRO & INCHBARE COMMUNITY SCIO Scottish Charity Number: SC053352
Charity contact information:
2
Charity Trustees
Objectives and activities
In 2023, a community-wide consultation stimulated an Action Plan encompassing the needs and wishes of local inhabitants. Thus, the Stracathro & Inchbare SCIO was established in 2024 to implement these findings.
These desired changes fall naturally into three themes: Community and Recreation, Environment and Heritage, and Access to Services. In total, ten key Actions have been created to fulfil these needs and wishes.
As a base for activities, there is a need to replace the existing Stracathro Hall with a suitable - and economically sustainable - community space.
The SCIO plan calls for many activities fulfilled by volunteers. These include a community garden, improved access to sites of local heritage, an events programme centred in the community space, and work to improve local services.
Structure, governance and management
Type of governing document
The SCIO has a constitution consistent with the Charities Act to further the Charitable Purposes of its three themes.
At this stage of development, membership is formed by its trustees only.
A General Meeting is held annually with conduct procedures laid out in the constitution.
Trustee recruitment and appointment
2024-2025 is the initial year of the SCIO, so trustees were invited by the appointing organisations to join the foundation management committee.
Nearly all trustees have a long history of guiding community activities, including management of Stracathro Hall, the 2023 Community Action Plan, and also participated in the creation of the SCIO.
4
Achievements and performance
2024-2025 saw success in acquiring the much-loved 200 year-old Stracathro Parish Kirk which would replace Stracathro Hall as a space and centre for community activities.
Donations were raised to purchase the Kirk, which completed just at the end of the year in March 2025.
Other activities include many meetings of the 6-person Trustee board to manage the establishment of the SCIO, estimation of costs for renovation works, and starting a business plan to guide future actions and needs.
With the purchase of the former kirk, the SCIO can now press on to implement its themes and actions in 2025-2026.
5
Financial review
Stracathro and Inchbare SCIO
| Stracathro and Inchbare SCIO | ||
|---|---|---|
| 31 March 2025 | ||
| RECEIPTS | Credit | Debit |
| Transfers In | ||
| Gifts & Major Donations | £30,220.00 | |
| Restricted Grants | ||
| Unrestricted Grants | ||
| Fund Raising | ||
| Activities | ||
| Public Donations and Other Income | £50.00 | |
| EXPENDITURES | Credit | Debit |
| Acquisitions (Kirk) | £20,100.00 | |
| Renovations | ||
| Professional Services | ||
| Energy | ||
| Banking | £315.00 | |
| Other | £2,900.00 | |
| ANNUAL TOTALS | £30,270.00 | £23,315.00 |
Note – “Other” costs include consultancy fees
Statement of the charity’s policy on reserves
At this stage of development, the SCIO has very small recurring costs, mainly power and insurances. It is not necessary to formally hold reserves.
Details of any deficit
The SCIO is in credit to £7000 at 31-March-2025
Donated facilities and services
The SCIO has not donated any services or facilities in this year.
6
Future plans
Plans for the forthcoming year of 2025 - 2026 centre around renovation of the former church. This will require raising funds from relevant grant-giving bodies, and a consultant has been retained to assist both with this and with creation of a business plan.
The scope of renovation work both inside and outside the building needs to be planned and estimated. Because of its location in a site of archaeological interest, consultation with Historic Environment Scotland on proposed work is required which may affect schedules. However it is hoped to have work completed by summer 2026.
Informal events to consult with the community and provide updates on plans will be held during 2025.
Community activities will not be forgotten during this transition period, and events such as a Community Carol Service and a pub quiz are planned. A joint event with Stracathro Primary School, as a means of furthering community engagement, is currently in discussion.
Overall, 2025-2026 will be a year of planning and organisation for the Trustees, as the new SCIO starts work on its adopted themes and actions.
7
Declaration
Signed on behalf of the charity trustees:
Designation
Date
Trustee 28-Dec-2025
8
APPENDIX 3 OSCR S(ofLSI Chatty Reguktor Independent exarniner's report on the accounts Stracathro & Inchbare SCIO Report to the I tsu5teeslmembers of , Reglstered Gharity number1 On the accounts of the I charity for the period ' SC53352 PerThl start date Month Akyl Period end dale Month l Mare Year 1 3r24 Year 2025 01 J1 Set oul on pajes nunL5 Lf >JaQknal shEa51 Respectlve The chanty's trustees are responsibte for the prekBr8ti of the ac£ounts in aGcordance responsibilities of wtth the tenrs of the Chartties and TnEtee Investment (Scotland) 2005 Act and the trustees and examlner Charities Accounts {Scotlandl Regulaknons 2006 (as amendgj). The charity trust consider that the alt requirement of Regulation 1011) Id) of the AAUntS Regulations does not aFWy. It E my resFK)nsiblity to examine Ihe aoUntS as required urxjer secticn 4411) (ci of the Ac£ and to stale whether partiGulai matters have come to my attention. Basis ol independt My examination is ¢2rried out in accordance wth Regulation 11 of Ihe 20CE Accounts examiner's sL7tement RegUlatnS. An examination includes a reviwi of the a¢countirg records keFrt by the tharty a compartson of the accounts presented vérth those recorts. It also includes ¢xJnSideratn of any unusual rtems or dLsclosures In tr accounts and seeks exyanations Irom the trustees concerning any such matters. The Frocedures undertaken do not WOVKle all the evpdence that would te required in an audit arKI. coMequently, I do not express an audtt opinion on the view gNen by the aoUnt8. Independent examinef's In the course of my examination, no matter has come to my attention lother than that statement disclosed on the #tached page'l 1. vthich gNes me reagonatle ouse to believe that in any material respect the requirernents.. to keep accounting records in accordance wrth serxion 44(1 I (al of the 2005 Act arij RegulatK)n 4 of the 20C6 Accounts Regijlations, anJ to prepare accounts vhiich accord wfLh Ihe accountirg records and comyy vAn RegUlatn 9 of the 20C6 Accounts Regulations have not been met. or to wtrich. in my opynton. atterrtion should be drawn in order to enable a proper rde"$12ndi of tty" rtCCOlan LS to k reached. Signed-: Name: Relevant prof@ssional qualification(s) or trly (if any): 11/12125 Address: "Hease ¢J¢let? Voprds in ¢h8 tyackets nLt apw. IIIThp vn)ffjS am. sei oijt lts)se rnrre to your altentioll on the lollow7ft9 p#9è. "' OSCR acc•¢* diglal ortyped
APPENDIX 2 Stracathro & Inchbare SCIO SC53352 OSCR Receipts and payments accounts For the peiiod frorn Scottish Charity Regulator oi Mar 2025 Section A Statement of CeiptS and payments Unrestrieted Restricted funds funds Expendable endowmenl fvjnds PerfflaThent endowfnenl d$ Total lunds current period Total funds last p2rlod tg nearest£ to near•#É to n•arest£ to £ to Thre61 £ Al Recei Donations 30,270 30.270 Lega¢ies Grants Receipts from fundraising 8¢tivities Gross trading receipts ncome from inv8Stments other than and and buildings Rents from land & build..ngs Gross receipts from other ¢hHritable aCtiVe$ Al Sub total 30270 30,270 A2 Receipts from asset8 investment sales Proce8ds from sale offixed assets Pro¢eeds from sale of ir,ve51rnents A2 Sub total Totalre¢elpts 30,270 30.270 A3 Payments Exp8n5e5 for fundraising activities Gross tiadin9 payments Invsstment m8nagemert costs Payments relating diredy t¢ charitsb activitie$ Gpnts and d¢nations 2.900 2,900 270 270 Goiernance ¢osts". Audit l independent examination Preparation of annual a¢counts Legal costs Other A3 Sub totsl 3,170 3.170 A4 Payments relating to asset and investrnent movements Purchases of fixed 2SSÈ1S 20.100 20,IQO Purchase of investments A4 Sub total 20,100 20.100 23.270 23,270 Net recelpts / fpaymentsj 7,000 A6 Transfers to I ltrom) funds Surylus/ fdeff¢i¥ foryear 7,000 7,000
ADDENDIX 2 stracathro & Inchbare SCIO Section B Statement of balances SC53352 ¥PP47#èDie enaowTnènt funds Pe,-mai?er.t endowment funds Réstri¢ted fvnds Totsi ¢urrent penod Totsi last period IOnotht£ CatÈuorie5 funds B1 Cash fund5 Casa and tr.rf bal8r.ces . st2rt ofye2r SurplLS l jdef.citl on rthots an Fpyme-,,l$ accoufit Cash and banl balances at entl of yeaf (Agree balan$1 receiptsBDd pa5Thents gccouniis}I Last y to to ftaarèst e B2 Investments Total Details ¢ost IKavalthl La#yoar to ng¥Kt£ 83 Other a$$ets ."2caiiro Church 20.1(XI 20.1QO T•tsi 20,100 20,100 Last ton•8lE ¢0t¥oSt£ B4 LiabilFties Totsi Detsl La# y•4r ionw•st e 85 Contingent liabilities Total Slgned ty onk orts¥•tNstsè$ on behaKof all the trnstees $ign¥turg" P1 Namè Date of approvol SIGSCIO-A¢¢ounts Retum MtQ51 balaTrs Decmbèr2W7
APPENDIX 2 stracathro & Inchbare SCIO SC63352 Section C Notes to the Accounts C1 Nature and purpose of funds (may be steted on 8n8lysis of funds wQshetSj UntriCted Fund only for all purposes of Ihe charity Ind[dual I Instttutton Nrnr of grants made C2 Grants Total C34 Trustee remuneratlon If no remunera*ion vras patil during the peri( lo any charity Injslee OT person connected to a trustee Cross ttriis box lotherY+ise complete section 3b) ,'ncteF which paid C3b Trustee remuneration - detsils C4a Trustee expenses If no expenses were paid to any charty tnjstee during the period then cross this box lotherwse mplete section 4bl Nurnr of truslees C4b Trustee expense$ - detaHs Transactlon amount lei outstandlng at od end C5 Transactions wlth trustees and connected persons C6 Other information Accounts coverthe first earofo rthn and are main related to rchase of Stracalhro Church. SIC-SCIO-Accounts Return Mar25 1 Note5 De¢ernber 2CPJ7
APPENThX2 Stracathro & Inchbare SCIO SC53352 Additional analysis11) Analysis ol recelpts and payments 1 Donations ExpendHbl• Pennan•nt eTrdowment funds tonw•51E Restrtcted fund8 T ¢uir•rrt pErlod Tpw last pertod funds iono¥p5t£ to rwst£ t0nD0& £ tu Mar05t£ Dcn3tions In peftr 30,270 30.270 rotsl 30.270 30.270 2 Grants Resirtcied lunds TotW curr•nt t•$t£ Yotal 3 Gross receipts from other Charrtable a¢tlvitles Vnrertffled funds Exptr.da>l• endryrnem funds Ptrmanent •n¢owrnem fuTrds Re5grtCied Iums Total curret Od Tatai 13¥1 toM¥st£ Totsi 4 Payments re18tlny dire¢tlyto charitable 8Ctlvrknes Exptndable •nd¢ fun(ls Permane 0ndwmf fufirtg Totsl current period luTrd$ R•strfcto&fun p•rlod ton•¥£ Totsl 8IG8CKkQ<counts R•tb"m notssl11 Dectr.t*r2W7
APPENOIX 2 SC53352 Additional analysis121 5 8reakdown of uTrrestd¢ied Totsi uni8ètrietd nr•try¢t funas od Ro¢oipts Dor,atsons 30.270 3ts.270 Grar%ts RetÈ.ptsfr¢m tyndioisi Gr0s5 tra4ing receipts 3the$ Rents froy.èid & b,,..Idin Gross rece.pts rrom 9t42 cha?&ble athqSèS Sub total 30.270 30.270 Receipts from a55et& Inve5tsmeM sales ProceeHw5from 59'.e asse Proceeds fiom sa e of InvesèJr.è.its Sub to 30,270 30.270 mènts brfvn4rassin9 adeS Gross trading ?3ynents Investment m3nagÈmèr.t to Payments relè. If.g O.,:ecdylo chattsble 8ovtses G.ullts and d¢na'.ion5 Govein3nce costs 270 270 Au4f i independent eKamjaiiS-. Legal C£JSts sukn 3,170 3.170 PaymeTrts relating to ass•tand Invo$• movÈmÈnts PtsLcryases Af fixed assets Purchas8 ol. IPv8Stmèttts ¥J.I 20.1NJ Sub to1 2D.10) 20.10D 23270 rd,27D Transfers to I lftoml funds Surylu¥l (d•ft¢l fory• Nature and of funds
AppeNoixz Stracathro & Inchbare SCIO SC53352 Additional analysis {3) 6 Breakdown of restrleted fvnds Tot•1 r¥tri¢t•d T41 rtttrirfwj fvnd$ Poriod Receipts G'.ants Re¢eimS Irom iun.rJiS..n ,.5 tr3ding receiots Incom.e Irom inv¢strhnts oth8rtr.an la Reryts layd & bu..101 Gros5 receipts Irom athercharitsbie a¢Wbes Sub total Re¢Èipts frtsm as5et8 investmÉTrt salès Pr<KeegS':ory sa'e a'.-,x asse Prc¢estrom sale ot irrwestm•nts Stsb total Payments Expenses tr Fundryd4Sin9 aCtiwtiè5 Gross traai.".9 paymertts 1ThstMent m3naGement eo Pasw.ents la=Ins d;:etYy tg rh7rrtable acts*e5 Gov&rnan¢g cgsts Aud.'tlip.dependentexam",t4tion Prep8raton of ¥nnual Lega.. x5ts Paymtftts relttiagt¢ assetand invesllnent p..chaSeS offixed èssets PL'Khaseofinvestments Sub total Totelpayments Tr8nsfers to I Ilroml funds SuTrlus/{deficft) fOrr Nature and ur se of funds