APPENDIX 1 iUSte.eg¥4P, Period.slart date l Month Y& Jwe Period end date Month oscr Da Da 2028 From To Offlce of the Scottlsh Charlty B8gulator Refér,enc,e.:and admiriistr'atiori.deta'i1g Charlty nam8 othor names Gharltyls known by Reglstsred charty number Charlty's prin¢lpal addreg Duneaton Communlty Trust nla LSC053448 l Townfoot Cottagé Roberton Biggar Postcodo ML12 6RS Naffles of th• charrty tru8teeg on dats of approval of Tru5ts88' Annual Report Dates a¢tgd, If .not for whole yéar afft.e.,of pÉrson {or,body)'gntltled to fan YtU5tee narne Office {If an.,? cbalr Treasurer 10 11 12 | 13 15 1 q6 d7
APPENDIX 1 Referencé'.a'nd":.adm'inistration details.: Names of all other Charlty trustees during the porlod, If any, (for examplè, thosa who resigned part way through the financtal perlod) Date's ac.ted:iif..'no:t",for',ivhofe,year Type of governlng document Unincorporated body Trustse rocruitment and appointment Trustees were appointed at the Inaugural meeting on'ce OSCR status wgs approved. They will step down at the first AGM, but are eliglble to 8tand again for office, Members of the company are elected to posts at the Annual Gengral l Meeting or ¢o.opted if required until the followlng AGM. O.bjectlVe."s:'4nd>actiiiities Charltable purposes The adv2ncement of sustslnable community. developm8nt and rural regeneratlon, prlnclpally wlthln th& cpmmunity of Duneaton whlch comprlses the villages of Abington., Coulter, Crawfordjohn, Lamington, Robertori, Wandel and Wiston and their surroundlngs Included in the boundary of the Duneaton Communlty'council of South L8narkshir& ("the Community"), maklng it a better place to live, work and vislt. Summary of tho maln actlvStle$ In relatlon to these objects For the first year, we earrled out a survey of the communlty to understand thelr ideas in order to create a Comrnunily Development Plan. This included a campetttion for primary school chlldren to oreate a logo, community Involvement In the design, then the survey was printed and dlstributed. It was al80 available electronlcally.
APPENDIX 1 Summary of the main achlevements of the charlty during the flnanclal period Setting up the organisation, recruiting members and trustees. Primary school logo competition and distributlng the communlty survey. started a skills audit and project assessment tool. F..inancial':rev.iew,:: Btlef ststement of the Gharlty's pollcy All our funding currently 1$ restrioted, so not available to create reserves. on rgserves Any unused grants wlll be repaid once the work Intended Is carried out. If other funding becomes available, we wlll Gonsider pollGy on reseEves. Detalls of any deficlt Donated facllities and servlcos {if any) The time of the twstees is given free and others have helped distribute the suNey and atlended MeengS to consider ideas for future work
APPENDIX 1 ' D.,eG.laratlori;& *tri. Th• trustrwJ d6clare that thgy have 4PPYOVgd the tru5tse8' report above. Slgned on behalf Signatur Full nam PosMon (g.g. Cha , Chair Tfea8urer Dats 14109125 14109125
APPENDIX 2 iiry n1 t Duneaton Communlty Trust Recelpts and Snter SC No tye OSCR SCO53448 ments accounts Sc.Otti5h Charty RelatOr Fortho pthtyi from 19 June 2024 31 M•tth 2025 Section A Statement of receipts and payments Unro•trl¢tod RgJtrfct¥d fvndB fund4 Expgndable 9ndowml fund8 Pèrman8Trt ondowmont lund8 Total lunds curront poHod Totsl rund$ last p•rfod t•n••rn8t¢ A1 IIoc81 Dttnalion¥ ad•& Grafy Reeeipljj from fundr•lsin Gro88 Iradi Incomo from Inveikn8nl$ olh¢f th8n land and bulldl ReTrl¥ from land & bJildln Gro58 re¢eipt8from oth•r charflabl8 7.749 adivltle$ 7.749 Al Sub totsl 7,740 7.749 A2 R•colpi• from A•S•t& Proc8od$ trom 58ki of flxed sot• PrKoudsftom softhveJlm8nts A2 Sub totsl rothirn¢•lpts 7,749 7,749 AJ P•ym•nts Expon88$ lor fundr*lalng ictivlll•B Gr¢ii Iradlng p#ym•nl• Inv•JlmaM mAn8gam8ni cog11 Payment$ relallng ¢Jira¢iiy lo ¢harftabl• actlvlllos tsranls 8nd don•tl¢ns Qov•rn¢e co$i•'. Audll 15ndop8n¢•nt OXOrnlnoll¢n Pr•par4iion of imual accour Lagal co81$ Oth•r 708 708 A3 Sub total 708 A4 P•ym••t• relaln9 tsa•Mt Ind Inv•¥tm•nt moY•m?n Purchaios effixed asjets Purchi$tr ofin¥eBim¢nt A4 Sub totsi Tot•lp•ym•nts 708 708 N•t rvcolpts l(p•ymgnt•) 7,Q4t AO Tran•l•rs to I Ilroml fund• Surplu$/fd•fictt) fory••r 7,041
APPENDIX 2 Duneaton Community Trust Section 8 Statement of balances SC053448 VntgStrf¢t•# funds Dgtai15 ft•th¢t•d PaMent •ndowrnent Tol41 81 Cash fund$ Cash gnd bank ty•fan¢•s at 81&rt of >•r lo nMr•¥ t l•n•wtt Sufplus I Ideflcrtl ahown on T•c•yls #nd paymarrt5 8¢¢wnt 7.041 7.Q41 Ca¥h and nk bAJ•ncts at •nd ol y8•r (Ag bWfA¥With rK4y• p•wMnt• 7,041 7.041 D¢tsi1g f•th4t Vth•llon 2 InvestiMnt•
•r ta n•rn•tt T•t•l Fwiio b•1 J Oth•ra8iel• T•f•l ¥r•ts whloh MI41•• B4 Ll•b61I11•8 l)walls B5 Contlng•nt Ilablllti Lmt yr to T4Y•I SloM•d by on• orlwo Ivu•l• on bEh•lf oidi trustw• 14mtt025 2024QS A(thnls lorO8CR181at8fft&Mdb4K
APPENDIX2 Duneaton Community Trust Section C Notes to the Accounts SC053448 1 Nature and purpose of funds (may be stated on analysis of fvnds worksh06ts) Grant lunding is aPpld for from wiindfann communlty bonefits and other Sources as available. Thg purpose is IITe advancement of sustainable community development and wral regeneration prinipally wllhin the Dunealon Community Council area of South Lanarkshire. Type ol activlty or proleet supported 1ndl¥ldu I Instttuilon NumlJ•r of qvants mad• C2 Grants Vounta Aellon South Lanarkshire Cl de Extension VASLAN Institutlon 7.000 250 Institutlon Closure of Glonca le & Lowther Grou Dunoalon Communil Council Instltutlon 149 In8titutlon 350 Total 7,749 C3a Trustse remunerdtlon If no Temuner8tion was paid during the period to 8ny charity trusleo or peOn ¢onnectod to a trustee cross thig box {Oth0ls8 compLry16 section 3bl Authorlty undor whlch pald C3b Tru8teg r•munoratlon . dgtalls C44 Tru•tso oxpon888 If no expense8 were paid lo any ch4rily trustso during th• p8r4od then cr08S thi8 box lothemise complete section 4bl Numb•rol tru•t C4b Tru•tee oxpon808 . delall8 Tr•ft••¢llon amount 1£) Bal•nc• oul•t•ndlftg at od ond Nature of relationshl Nature of tran$actlon CS Tran8actlon8 wlth tru8tee8 and ¢onnectsd persons C6 Other Infomiatlon 2024-25 AccountB for OSCR l Notes December 2007
APPENDIX 2 Duneaton Community Trust Additional analysis (1) Anatyi18 of ro¢elpt• ond paymènts SC053448 l Don8tlon• UJwutrfct•d n¢J• Exp•nd4bl• ondo¥fflwnt nds P•mithnent •ndowment Total ¢uvr•ni perfo Totll IW ll•d n•4Mie rotal 2 Gr•nt8 Unr••in¢t•d Totli ¢iiiY• Vounlary AcNon Swth Lanirkahlrè IVASLANI Clyde Exl•n$lon Gl•nwl• & Loh•r Group Dun•AIM Community Cwn¢ii Tolli la•t pDrlod 7.OOD 7,000 2BQ 280 149 300 Joo 7.14B 7,74• 3 r•¢olpts Irom oth•rcharttabl• •CllvFtIg1 Vnr••bict•d rund Exp•nd•bl• •nd•¥vrn•nt fvnd• P•vman•nt •ftdowm•ni T•thi cuvro p•rfod trJnMr••i£ Totsl l••t p•rfod t4 rr••it t•nMr•ii£ 10 r•M•i£ 4 Paym•nt• relatlng dlroctty to chartt•bl• •ctlvltl•• lJmY••trt¢t•d fund• xpDtld•bl• R••thttsd fvndi •ndowm•rt fur¥d• Ip nwr••t¢ p•nnan•nt ondowmert funds T¢i•l P•rfod Tots114 Pthod Publldly & repaymonl ofunu$od grnnl. clyde ommunity sunfay- VASLAN trnir••t£ t¢1 nMMI£ 2a0 2SO Tot41 202425AewJnt8f¢rOSCRAdQith Mt88 111 eeembsr2WT
APPENThX 2 SC053448 Additional analysis121 6 Brèakdown of unrestri¢tsd funds UnrntrlGtgd ALDd l •nlW Dflufyd b•1ty¢4 lJnrn$trttLVI luiid 2- •n¢ fvnd4 •onrqr namo of l•Jnd low Nmg offund ow Totthl UhM4trl¢t•d fund• fund• L••t p•rfod Retllpts QoThftfion8 Grants Rvceipls from frjndr8ln Gros$ Iradlnp rec8lpts Incom¢ from Inv8¥im•nt8 Othorthan lnd and buHdin Ren15 Irom land & ld1 r0ts• MC9ipl•fmm othorchari acw18 R•c•l from•M•t & ¥tM•t ¥al•• Prc¢eed$from S6 offlxad &ss•i8 roc60dsfrom ste of inw&tsnÈnLs Syb tst•i Totsl rK•lpts Expon4es for fundmlslng 8¢lvW81 Gr¢#s paymen15 Irw8slmBnl man4gom•DI ¢0818 PByrfnts relating dlrndyioeharftèbla Grants end dDnaliong Qo¥èmanc8 C11.. AudS11 Indynd&ntexamlnBNon Prep4r8Uon of 8nnual accounts L•llol cost Sub tot1 P•ym•nts T•l•tlng to a•wt •nd lThv•¥tm•nt mo¥•m•nti PvrchaS85 of flxgd 4¥&e15 Purcha&8 ollnvasimen Sub t•1 rot•l yml N•tr•e•lpl•/{pym•n•) Trnft•f•rn to I lfroml fund• Surnlu• / fd•fl¢ltJ lory••r NAturg and g of fund• 3024.2llAuGouMtsfarOBGRAddW*lnll¢•q la)
APPENtXX 2 Duneaton Community Trust Additional analysis131 SC053448 8roakdown of Wcted fvt7d8 R¢rt£l•d funrt R¢JMpi•d ftmd R4$trtcled fvnd R•sM¢1 l- •nt•r n4m¢ rf 2. •nt0r namg of J. •iilcr of 4. •#ler al Tur b•knw rya¢ tspio luno belo VASL Ctydo EthnOn Ol•ncllW• & L04kn•r DUnln¢c Tot•1 rnitrfct•d T•l•l rutrt¢i•¢f R•c8lp Donatitsn9 a¢1 Gr1$ R8cel& fr fvndralln Gross tradin rac porlod 7.oDo 250 149 Joo Incom8 t InStentS othorthan land bulkl Rnts Irom18nd & bulkjln Gr9 recolpl& from othor ch4rtt8bl•8GfWki Sub ¢otl 7.000 200 149 R•c•lpt• from 48••t& Inv•BtsMvThl8•1•• Proc88dB from of X8 as8818 Pfoc¢•d•fM sth• 1n¥•81M0Trts Sub lot1 Tot•1 1( 149 T,749 P•ym•nts Exp8nstr8 lorfyndral•ln9 8¢Uvltteg GroN9 Ir8dino ptym8nts Invoslmenl m8n4oèm•nl cos18 Paymonts rnlaiing dir8cUy charithblo 8cUvlN&• Grani r6p8ymoniofunuBed fulld8 Go¥amenc4 ¢06ts'. 184 IJ4 Athllll Ind8p8ndent OkamallOn PrepEr8llon orannupl accoun Logai eo818 tot•1 200 Paymonti r•l&iing to a•i•tqnd Inv••trn•nt mov•m•nt• PUa&S olfixed 8#&018 PurGhB¥e OT hvt?m•nis 7QB Sub tot•1 200 7041 149 360 Trnn•f•r io I (from) fund¥ SurWuJlldeffcft) foryHr 8.042 149 360 7,Q41 N•turn and • oflund$ 2D24-25 Accoun8forOSCRAdditiDn•l rw)th131 Decombv2007
APPENDIX 3 OSCR Scctti5h a]arity Regulator Inde endent examiner's re Report to the Charity non7e truste¢slmembers of Duneaton Communlty DevelDpment Trust Reglstered charlty number On tho accounts of the charlty for tha poriod ort on the accounts v? SC053448 Porlod atart dat8 Day_. ThOnI 191h Juno PerlcYl end date Mon ,311 March Year 2024 Year to .Sot out on pages Imembèrto ¢ltydelho pollg Respective The charity's trustees are responslble for the preparallon of thè accounts In accordance responslbllltles of trustèes and eXamir with the terms of the CharStles and Trustee Investment (Scotland) 2005 Act and the Charitie8 Accounts (Scotland) Regulafjon5 20( (as amended). Th6 charity tru8tee8 ¢onslder that the audit requlrernent of Regul8tion 10(1) (d) of the A¢counts Regulations does not apply. It Is my responsibllity to examine Ihe aoUnts as required under s8Ctlon 44(1) (c) of the Act and lo state whether partlcular mattèrs have come to my attention, Bag18 of ind8p8ndent , My ex8mln8tlon is carried oul In accordance with Regulatlon 11 of the 2006 Accounts examlneV8 statsment Regulatlons. An eXamInaOn includes a revlew of the accountlng words kept by the charity and a comparf50n of the account8 presented wlth those records. It also includes conslderatlon of any unu3ual items or dlsclosures In the accounts and seek8 explanatlons from the trustees concemlng any such matter8. The procedures undertaken ¢0 not provld6 all the evldence that would be required In an audil and, consequently, I do not expr038 an audlt oplnion on the view glven by the accounts, Independent oxamlnar's In the course of my examination. no matter hès come to my attentlon [other than that statement disclosed on the attached page'] which gives me reasonable cause to belleve that In any materlal respect the f6quirgments: lo keep accoting records in accordanG8 wlth 8éQtTon 4411) (a) of the 2005 Act and Regulation 4 of Ihe 2006 Acoounts Regulations, arKI to prepare accounts which accord Mth the aocounlfng records and comply th Regulation 9 oflhe 2006 Accounts Regulation5 have not been met. or per Slgned Name Relèvant profèssiona qualification(s) or bod (If anyl Address "Pleese del$ts th• word$ In t bra fdlowlng page. nonlh•
APPENDIX 3 D.is.cJo.sure'. !secti,ori." Only complete If the examiner needs to highlight material problems, Give here brlef details of any Itams that the examlner wlshes to I disclose I