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2025-03-31-accounts

APPENDIX 1 OSCR Period start date Month Year 2024 Period end date Month Year 03 2025 Da 01 Da 31 From To S(ottish 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 Healthiest Town Aberfeldy SC053650 o Locus Centre The Square Aberfeldy Postcode PH15 2DD Names of the charity trustees on date of approval of Trustees, Annual Report Name of person {or body) entitled to appoint trustee (if anyL Trustee name Office (if any) Dates acted if not for whole year Co-chair Co-chair secretary treasurer From 13 Jan 2025 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 year Structure, governance and management Type of governing document Scottish Charitable Incorporated Organisation {SCIO} Trustee recruitment and appointment The Trustees comprise those listed at page 1 and in accordance with Clause 17 of the Constitution are deemed to have been appointed by the members with effect from the date of incorporation of the organisation. As a new trustee ￿ was appointed by the existing trustees in accordance with Clause 18 of the Constitution. Objectives and activities Charitable purposes The association shall have the followng purposes for the Aberfeldy population.: i} To enable individuals to take responsibility for their own health and well-being ii) To remove as many barriers to good health as possible iii) To decrease the levels of preventable diseases iv) To improve mental health and well-being As defined by the population registered with the Aberfeldy & Kinloch Rannoch medical centre Summary of the main activities in relation to these objects Healthiest Town Aberfeldy acts as both influencer (to ils population) and in the delivery of a range of projects based on four evidence-led 'pillars' which have been shown to promote longer and healthier lives: i) Eat real ii) Move every day iii) Connect with others iv) Build mental well-being (Find Balance)

APPENDIX 1 Achievements and performance Summary of the main achievements of Ihe charity during the financial period 1. Move more Physical Activity linkworker employed to 3113125 Winter Boost programme: a range of events, talks and workshops to encourage people lo come together and try out new activities (such as pickleball, Zumba and carpet bowls) Ceilidhs (April 2024 and March 2025) Santa Run.. a 'fun run, over a range of distances Engagement with three local primary schools to promote interest in physical activity Weekly Walkrralklwalk and RunrralklRun 2. Eat Real Established Highland Perthshire food ne￿Ork Active participant in PKC Food Ne￿0 Open Gate festival.. a 9 day long festival of talks, workshops and open productive gardens to promote dialogue around growing more food locally and encourage interest in foraging, cooking and regenerative agriculture Too Good to Waste campaign to encourage local businesses and consumers to make best use of leftover food Aberfeldy Manifesto.. relaunch of 50 year old local manifesto to encourage more local production of food and greater awareness of soil health and climate change Bioregioning Tayside l Tayside Charter.. wort(ing across a wider area lo develop and promote food security Let's get growing: a local programme of events, talks and practical support to encourage more of our community to grow some of their own food andlor volunteer in community I market gardens locally Engagement with three local primary schools to promote interest in growing and in healthier eating 3. Connect with others All our activities promote participation and encourage connection others in our community

  1. Find Balance We encourage, through our influencing ne￿orkS and our range of events, participation in activities Ihat lead to an appreciation of nature and the beauty of our local countryside Workshops and events to build resilience: yoga, breathwork; etc In support, we have: Recruited a selfmployed communications lead to promote our activities and influencing role Continued to employ a selfmployed manager to raise funds and overseelorganise the various acts'vrties throughout the year. Financial review Brief statement of the charity's policy on reserves Healthiest Town Aberfeldy will retain a balance of three months, wages for all contractors I paid staff plus 100/0 of other costs. The Treasurer will notify Trustees if this level is breached Details of any deficit None Donated facilities and services {if any) Nla 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 Signature{s) OSCR wlll accept dlgftal or typed Jlgnaturej Full name(s) Position (e.g. Chair) Chair Treasurer Date 2411 J2025 22112125

Enter SC No. below

APPENDIX 2

Enter charity name below

Healthiest Town Aberfeldy

SCO36560

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		 17
Day		 Septembe
Month		 2024
Year		 to Day
31		 Month
March		 Year
2025
~~r~~
Section A Statement of receipts and payments
Unrestricted
funds		 Restricted
funds		 Expendable
endowment
funds		 Permanent
endowment
funds		 endowment Total funds
current period		 Total funds last
period
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
A1 Receipts
Donations - - - 3,418
Legacies - - -
Grants 10,000 18 18 18,625 28 28 28,625 4,938
Receipts from fundraisingactivities - - -
Gross tradingreceipts - - -
Income from investments other than
land and buildings - - -
Rents from land & buildings - - -
Gross receipts from other charitable
activities 637 637 637 637
- - -
A1 Sub total A1 Sub total 10,637 18,625 18,625 18,625 - - - - - - - 29,262 29,262 29,262 8,356
A2 Receipts from asset &
investment sales
Proceeds from sale of fixed assets
Proceeds from sale of investments
A2 Sub total -
-
-
-
Total receipts 10,637
18,625
-
-
~~—a~~		 -
-
-
29,262		 -
-
-
29,262		 -
-
-
29,262		 -
8,356
~~—~~
A3 Payments
Expenses for fundraising activities - - -
Gross trading payments - - -
Investment management costs - - -
Payments relating directly to charitable Payments relating directly to charitable
activities 3,111 13 13 13,542 16 16 16,653
Grants and donations
- - -
Governance costs:
- - -
Audit / independent examination - - -
Preparation of annual accounts - - -
Legal costs - - -
Other Other1,139 1 1 1,139
- - -
**A3 Sub total ** 4,250 13,542 13,542 13,542 - - - - - - - 17,792 17,792 17,792 -
A4 Payments relating to asset and
investment movements
Purchases of fixed assets
Purchase of investments
A4 Sub total -
-
-
Total payments 4,250
13,542
-
~~SSS ~~		 -
-
-
-
-
-
17,792
-
~~55=~~
Net receipts / (payments)
A5 Transfers to / (from) funds
Surplus / (deficit) for year		 6,387
5,083
-
6,387
5,083
-
~~——~~		 -
-		 11,470
-
11,470		 8,356
8,356

APPENDIX 2

Healthiest Town Aberfeldy

SCO36560

Section B Statement of balances

Categories
Signed by one or two trustees
on behalf of all the trustees
B1 Cash funds
B2 Investments
B3 Other assets
B5 Contingent liabilities
B4 Liabilities		 Details Unrestricted
funds
to nearest £
3,418
6,387		 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 4,938 8,356
Surplus / (deficit) shown on receipts and
payments account		 5,083 11,470 8,356
-
-
Cash and bank balances at end of year
(Agree balances with receipts and payments
account(s))
Details		 9,805 10,021 - - 19,826 8,356
-
-
-
-
-
-
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
12/15/2025
12/24/2025

/ Statement of balances

2

December 2007

APPENDIX 2

Healthiest Town Aberfeldy

SCO36560

Section C Notes to the Accounts

C1 Nature and purpose of funds (may be stated on analysis of funds worksheets)

Unrestricted funds are those that may be used at the discretion of the trustees in furtherance of the objects of the charity. Restricted funds may only be used for specific purposes. Restrictions arise when specified by the donor or when funds are raised for specific purposes.

Winter Boostprogramme
Type of activity or project supported
Paths for all
Food for people and planet - Community Investment
Fund
Tayside Manifesto and Hyper Local Food Plan
Unrestricted support for Healthiest Town Aberfeldy
programme and charitable objectives		 Individual /
institution
SCSP
Perth &
Kinross
Council
Anderson
Strath CL Basil
Death Trust
BioRegioning
Tayside
Tayside Health
NHS		 Number of grants
made
£		 Number of grants
made
£
C2 Grants Paths for all 1 5,625
Food for people and planet - Community Investment
Fund		 1 2,000
Winter Boostprogramme 1 1,500
Tayside Manifesto and Hyper Local Food Plan 2 9,500
Unrestricted support for Healthiest Town Aberfeldy
programme and charitable objectives		 1 10,000
Total 28,625

C3a Trustee remuneration

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)

£ Authority under which paid

C3b Trustee remuneration - details

Person connected to a trustee (wife) received remuneration for project management

C4a Trustee expenses

If no expenses were paid to any charity trustee during the period then cross this box (otherwise complete section 4b) x

Number of £
trustees

C4b Trustee expenses - details

Nature of relationship
Wife of trustee		 Nature of transaction
Project Manager		 Transaction
amount (£)
Balance
outstanding at
period end (£)		 Transaction
amount (£)
Balance
outstanding at
period end (£)
C5 Transactions with
trustees and connected
persons		 Wife of trustee Project Manager 6,747
0

/ Notes

3

December 2007

C6 Other infonnation l Not8S Dec8mber 2007

APPENDIX 2

Healthiest Town Aberfeldy

SCO36560

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 £
Openingbalance - charitystatus - 3,418
-
-
-
Total - - - - - 3,418
- - - - - -

2 Grants

2 Grants
Unrestricted
funds
to nearest £		 Restricted funds
to nearest £		 Total current
period
to nearest £
5,625
2,000
1,500
9,500
10,000		 Total last period
to nearest £
Paths for all inc opening balance 5,625 5,625 4,938
Perth & Kinross CNCL 2,000 2,000
Anderson Strath CL Basil Death Trust 1,500 1,500
BioRegioning Tayside 9,500 9,500
Tayside Health NHS 10,000 10,000
Total
10,000
-
Unrestricted
funds
to nearest £
3 Gross receipts from other charitable activities		 10,000 18,625 28,625 4,938
-
Restricted funds
to nearest £		 Expendable
endowment
funds
to nearest £		 Permanent
endowment
funds
to nearest £		 -
Total current
period
to nearest £		 -
Total last period
to nearest £
Eventbrite 501 501
Open Gate 25 25
Santa run 81 81
30 30
-
-
-
-
Total 637 - - - 637 -
- - - - - -

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 £
Banner and Print Media 73






228 301









Catering 102 18 120
Clothing 55 55
Comms 564 2,924 3,488
Consultants 200 200
Hire 50 1,090 1,140
Mobile 42 42
Physical ActivityLinkworker 4,332 4,332
Project Manager 1,940 4,130 6,070
Workshop 285 620 905
-
Total 3,111 13,542 - - 16,653 -
- - - - - -

Additional notes (1)

December 2007

APPENDIX 2

SCO36560

Additional analysis (2)

5 Breakdown of unrestricted funds

5 Breakdown of unrestricted funds
Receipts Unrestricted
fund 1 - enter
name of fund
below
Tayside Health
NHS		 Unrestricted
fund 2 - enter
name of fund
below
Eventbrite		 Unrestricted
fund 3 - enter
name of fund
below
Other various
smallscale
unrestricted
funds		 Unrestricted
fund 4 - enter
name of fund
below		 Total
unrestricted
funds		 Total
unrestricted
funds last
period
Donations - 3,417
Legacies -
Grants 10,000 10,000
Receipts from fundraisingactivities -
Gross tradingreceipts -
Income from investments other than land and buildings -
Rents from land & buildings -
Gross receipts from other charitable activities 501 501
Open Gate 25 25
Santa run 81 81
Ceilidh 30 30
Sub total
Receipts from asset & investment sales		 10,000 501 136 - 10,637 3,417
-
Proceeds from sale of fixed assets -
Proceeds from sale of investments -
Sub total
Total receipts
Payments		 - - - - - -
10,000 501 136 - 10,637 3,417
-
Expenses for fundraisingactivities -
Gross tradingpayments -
Investment management costs -
Payments relatingdirectlyto charitable activities 1,460 296 1,355 3,111
Grants and donations -
Governance costs: -
Audit / independent examination -
Preparation of annual accounts -
Legal costs -
Other 365 774 1,139
-
Sub total
Payments relating to asset and investment
movements		 1,825 296 2,129 - 4,250 -
-
Purchases of fixed assets -
Purchase of investments -
Sub total
Total payments
Net receipts / (payments)
Transfers to / (from) funds
Surplus / (deficit) for year		 - - - - - -
-
1,825 296 2,129 - 4,250 -
-
8,175 205 1,993)
(		 - 6,387 3,417
-
8,175 205 1,993)
(		 - 6,387 3,417
-

Nature and purpose of funds

The total unrestricted funds last period (£3,417) has been treated as a donation under Other various smallscale unrestricted funds leaving a balance of £1,424. In order to balance the spreadsheet this could not been shown as a transfer.

Additional notes (2)

December 2007

APPENDIX 2

SCO36560

Healthiest Town Aberfeldy

Additional analysis (3)

6 Breakdown of restricted funds

6 Breakdown of restricted funds
Receipts Restricted fund
1 - enter name of
fund below
Paths for All		 Restricted fund
2 - enter name of
fund below
Perth & Kinross
CNCL		 Restricted fund
3 - enter name of
fund below
Anderson
Starth CL Basil
Death Trust		 Restricted fund
4 - enter name of
fund below
BioRegioning
Tayside		 Total restricted
funds		 Total restricted
funds last
period
Donations -
Legacies -
Grants 5,625 2,000 1,500 9,500 18,625 4,938
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		 5,625 2,000 1,500 9,500 18,625 4,938
-
Proceeds from sale of fixed assets -
Proceeds from sale of investments -
Sub total
Total receipts		 - - - - - -
5,625 2,000 1,500 9,500 18,625 4,938
-
Payments
Expenses for fundraising activities -
Gross tradingpayments -
Investment management costs -
Payments relating directly to charitable activities 8,769 1,964 1,267 1,542 13,542
Grants and donations -
Governance costs: -
Audit / independent examination -
Preparation of annual accounts -
Legal costs -
-
-
Sub total
Payments relating to asset and investment
movements		 8,769 1,964 1,267 1,542 13,542 -
-
Purchases of fixed assets -
Purchase of investments -
Sub total
Total payments
Net receipts / (payments)
Transfers to / (from) funds
Surplus / (deficit) for year		 - - - - - -
-
8,769 1,964 1,267 1,542 13,542 -
-
3,144)
(		 36 233 7,958 5,083 4,938
-
3,144)
(		 36 233 7,958 5,083 4,938
-

Nature and purpose of funds

A balance of restricted funds received for Paths for all last period (£4,938) has been added to the relevant column leaving a balance of £1,794. In order to balance the spreadsheet this could not been shown as a transfer.

Additional notes (3)

December 2007

APPENDIX 3 OSCR Scottish Lhanty Wlator Report lo th• Independent examlnerfs report on the accounts truSt￿&1M￿nb0r$ of Healthlest Town Aberfeldy R•glst•rod charlty SC053650 numb•r On th• a￿)unts of th• charlty for th• ￿rIod Perfod stsrt date knth Perfod end date Dty to 17 SEP | 2024 On• and two of th1• app•ndlx 3 31 2025 8•t out on pa (Mwrnb•r io Inraxlb tho p•31 twhb•rn ofwhknal #h•l•) R••poctlv• The charity8 tnAte88 are re8pon8lble for the preparatlon of tho accounts In aGcordance rMpon•lbllltlo• vAth the terms of the Charities and Trustee Investment {ScollarKI) 2005 Act and the tru8ts•6 and •x•mknw Charitles Accounts (Scclland) Regulatlons 2006 (a8 amended). The charity tru8teeB conslder thai tho 8LKlIt requSremant of Regulation 10(1 > (d) of tho Account8 Regulafjon8 does not apply. tt Is my responslbilty lo examine Ihe accounts as required under section 44(1) (c) of the Acl and 10 Stal8 whether partlcular rnatters hava corne to my attenlion. 8as1• of Indop•nd•nt My 8xamkn8Uon18 carrled out In accordance wllh Regulatlon 11 of the 21))6 Account8 •xamlnrf• •tat•m•nt RegulathJn8. An examlnatlon Includ88 8 revlew of the accountlro records kepl by th8 charity and a comp8fiBon of the accounts pre98nt6d whh those r8c(Kth. 11 algo Incjud con8klwallon of any unusual Items or dlsdosur88 In th8 aC￿Unts and Seeks explanations from tho trustees GonGemtrvJ any suth matters. The wocedures ￿dertaken do not wovlde all the Ovidence that would b8 requlr8d In an audit and, consequenoy, I do not 8xpr888 an audit oplnlon on the vlow glvm by tho aGCO(mt6. Ind•p•nd•nl •xamlnerf• In the cour8e of my examlnallon. no mattar ha8 come to my attentlon [o#wl 1. whlth glves me r•aJonable cause to bell8ve that In any malerlal te8PgCt tho requirements.. to kegp accountlng rocord3 In 8ccordanGe wlth sectlon 44{1) (a) of the 2005 Act and Regulation 4 of th• 2006 Accounts Regulatlon8, and to weparn accounts whlch accord with the acc¢)untSng recordg and Gompty ￿ryth Rew18t￿ 9 of Ihe 2006 Accounts Regulati)n8 have not been m8t, or 2. to which, in my opinion, attention should b6 drawn In order to enable 8 proper Slgn•d: Nam•: R•levant prof••sional qualifiGatlon(•) or body (ff any): AddrKs." detstho wcYd* In the rfts￿ ikn not 4yty. Ifthe w?rd8 do appty, e•¢ oul Ilw>s• Iwe (xfft to >tlLf att•nlkn on th• ft4lywlng pag8. Pagell

IPENDIX 3 Disclosure section Onty complète If the examlner needs to hlghllght materlal problems. Glvo hore brlef dotalls of any Itgms that tho •xamlnar wlsh•s to dlsdoso Page12