APPENDIX 3
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Independent examiner’s report on the accounts _v.
Report to the Charity name
trustees/members of Llac € MOR-TOnS LIA tL CoM a ite
Registered charity SC O SU: 047
number
On the accounts of the Period start date Period end date
charity for the period Day Month Year Day Month Year
. ree to ar
OI iO LOW 2O LAA ZOZS
Set out on pages (remember to include the page
numbers of edditionel sheets)
Respective The charity's trustees are responsible for the preparation of the accounts in accordance
responsibilities Of with the terms of the Charities and Trustee Investment (Scotland) 2005 Act and the
trustees and examiner Charities Accounts (Scotland) Regulations 2006 (as amended). The charity trustees
consider that the audit requirement of Regulation 10(1) (d) of the Accounts Regulations
does not apply. It is my responsibility to examine the accounts as required under section
44(1) (c) of the Act and to state whether particular matters have come to my attention.
Basis of independent My examination is carried out in accordance with Regulation 11 of the 2006 Accounts
examiner’s statement Regulations. An examination includes a review of the accounting records kept by the
charity and a comparison of the accounts presented with those records. It also includes
consideration of any unusual items or disclosures in the accounts and seeks
explanations from the trustees concerning any such matters. The procedures undertaken
do not provide all the evidence that would be required in an audit and, consequently, | do
not express an audit opinion on the view given by the accounts.
Independent examiner’s _ In the course of my examination, no matter has come to my attention [other than that
statement disclosed on the attached page’]
1. which gives me reasonable cause to believe that in any material respect the
requirements:
to keep accounting records in accordance with section 44(1) (a) of the 2005 Act and
Regulation 4 of the 2006 Accounts Regulations, and
to prepare accounts which accord with the accounting records and comply with
Regulation 9 of the 2006 Accounts Regulations
have not been met, or
2. to which, in my opinion, attention should be drawn in order to enable a proper
understanding of the accounts to be reached.
Signed:
Name:
Relevant professional
qualification(s) or body
(if any):
Address:
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Please delete the words in the brackets if they do not apply. If the words do apply, set out those matters which have come to your attention on the following page. *OSCR will accept digital or typed signatures.
APPENDIX 3
Disclosure section
Only complete if the examiner needs to highlight material problems.
Give here brief details of any items that the examiner wishes to disclose
EEE EEK EEE EE EE ESSN Ts
Ses 'é= end Oooh OOOOOOO
Hackj ee A-\UOC)c 1 HALE CommitteiP sccstcX)
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Receipts and payments accounts
Forthe a [reee
period | [JT JL] to LJL__JL___1
Scottish Charity Regulator is
Section A Statement of receipts and payments
Unrestricted Restricted Epenaee Reena: Total funds Total funds last
funds funds endowment endowment current period period
funds funds
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
DonationsAi Receipts S| a |
a a
Pweg
-| Bag
Receipts from fundraising activities [110 Ose
Gross trading receipts | ee
Income from investments other than : 4
Rents from land & buildings [| ee |
Gross receipts from other charitable / ') , esa
[Oren me
At Sub total|“3 SSG| 3SSp [-|] Ga
A2 Receipts from asset &
investment sales
Proceeds from sale of fixed assets fe
Proceeds from sale of investments PY
A2 Sub total] =
A3 Payments
Sesswadapaymens [| cae
favesinenimanagonentcosts |
activities S130 S130 - 3FAG
Gren and nations cr |
Sovemenceeass a
[Rest independentexarinatn| ee
a a
aa. eee eeeS| |
Aa Sub total PSOE
A4 Payments relating to asset and
Puchesesofmedassesinvestment movements [|
Purchase oiwesimenisAd Sub total[|
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APPENDIX 2 - scoostot)24-S)Cp
Section B Statement of balances
: Expendable Permanent
Unrestrictedfunds Restricted funds endowmentfunds endowmentfunds Totalperiod Current Total last period
to nearest = to nearest £ to nearest £ to nearest £ to nearest& to nearest £
Bi Cash funds Cash and bank balances at start of year lIO42> | = - — O42(-AOI [112NeSESa
paymentsSurplus / account(deficit) shown on receipts and LTE(er(/) »-| me _ |¥2S4442,44- /214 )
|
(AgreeCash andbelencesbankwithbalancesreceipts atendendpaymentsof myear 6MFa L; Bs eee _ & lA 12Oye lO 421cP |.
account(s
Fund to which asset belongs Market valuation Last year
to nearest £ to nearest £
- —
Total
:
4
Fund to which asset belongs Cost (if avaitabiey Current value (if Last year
available)
- — to nearest £ to nearest £ to nearest £
= =
Total
Fund to which liability relates Amount due Last year
to nearest £ to nearest £
B4 Liabilities |
Total
. Fund to which liability relates pombe Last year
to nearest £ to nearest£
——— —— —
Total
Signed by one or two trustees Date of
on behalf of ail the trustees Signature Print Name rte
approval
ee Daw
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2015-02-24-rp-accs-cs-version-excel-with-amended-cell (1)/Statement of balances
1
December 2007
APPENDIX 2
- SCOStctr)Ry ;
Section C Notes to the Accounts
C1 Nature and purpose of funds (may be stated on analysis of funds worksheets)
Tone af ectivity.ar nrnisnt eininrtca Individual / Number of grants £ type OF activity or project Supported institution made - ——= Total C3a Trustee remuneration If no remuneration was paid during the period to any charity trustee or person connected to 5 a trustee cross this box (otherwise complete section 3b) a AUTnOrity under wnich paid C3b Trustee remuneration - details C4a Trustee expenses If no expenses were paid to any charity trustee during the period then cross this box (otherwise complete section 4b) Number of £ trustees C4b Trustee expenses - details Transaction Nature amount (£) of relationship Nature of transaction riod
Transaction Balance amount (£) outstanding at riod end (£
C5 Transactions with trustees and connected persons - BS 2015-02-24-rp-accs-cs-version-excel-with-amended-cell (1) / Notes 4
December 2007
APPENDIX 2
- scOH ou?
Additional analysis (1)
Analysis of receipts and payments
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1 Donations
Unreesriowe Expendable Permanent
funds Restricted funds endowmentfunds endowmentfunds poteperiod corer Tota! last period
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
Total ==—= —
2 Grants
Unrestricted Restricted funds Total current — Total last period
to —. £ to nearest £ to cad £ to nearest &
ee | ee
Total Eee |eae 1S1
3 Gross receipts from other charitable activities
=—is Restricted funds Expendableendowmentfunds endowmPermanfunds en tt Totalperiod casyens Total last period
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
a 2 ee 2 eee0 |Foe P| | [Tag] =) | [Sey]
p= Lee
4 Payments relating directly to charitable activities
acai- Restricted funds Expendableendowment endowmentPermanent eee Total last period
funds funds
to nearest £ tonearest £ to nearest £ to nearest £ to nearest £ to nearest £
bse[WAAVES CteZMAWT. Seaz7e|/C—JCSe= Ji — J(4#%726J 62.229|
PATEPiwtwa A Wa cET Lee Ee ee= eeeJL = eee || [Set] ||
+ SAS Say ed ad Lae
a eSee |ee |es |ee
Gite wien |Meet: 52, FCO 1
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2013-04-02 Copy of Trustees AR Ap2 excel.xisAdditional notes (1)
December 2007
APPENDIX2
sc OS4t Ot”)
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Additional analysis (2)
5 Breakdownof unrestricted funds °
7. Total Total
Oe)WALa unrestrictedfunds fundsunrestricted last period
Receipts
———aa a |ee
TTeT:|ES| Zeeqae(St |Ss7St |
inionP|| a |PL [tiZz5] "|
as a |ee
Subtotal Tae ] meron
[2 [SSC] -] 1293S6 -j [53a-|
Receipts from asset & investment sales
. Sub total
s
P; nts IDAseee al] esIie-l | elo|
inl, es |
ESWkfoma ISZSAS|
ar ees|EES
_—— iioSE|Se
oo |) ‘inaimivoeet
- es |
EO EEE: |hee
CT Se ||eee
Sub eS ||Se
total [“\OOS] | =| P10S =] 6 06E-|
Payments relating to asset and investment
movements
:
Sub total
Tote! payments [770057 Lo) Co) ES) ES Bee
Nature and purpose of funds
ib
MOULSP ; [LOM] 4 OFft) FACILITIES“145.2 FO?ee) MEECUNSjE fei ec
oso OcHER<a 2/7 tenais"-/° ?. OF—a VLECILEATN4} — Age- On)“ry '
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2013-04-02Copy of TrusteesAR Ap2 excel.xisAdditional notes (2)
December 2007
APPENDIX 2
- SC 0S*tCFt’)
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|||||||
|---|---|---|---|---|---|
|Additional|analysis|(3)|
|6|Breakdown|of restricted|funds|*s.|
|Total|restricted|Total|restricted|
|funds|funds|last|
|period|
|Receipts|
|||
|P||
|a|
|Pd|
|Income from investments other than land and buildings|||
|Rents from land & buildings|P=|5ae]|
|Gross receipts from other charitable activities|P||
|Sab tote|SETAE|
|‘|Receipts|from|asset &|investment|sales|
|Proceeds|from|sale|of fixed|assets|
|Proceeds|from|sale|of investments|
|Sub|total|
|Payments|
|Expenses for fundraising activities|||||
|Gross trading|payments|}|
|Payments|a|
|relating|directly to charitable|activities|P||
|«||
|wanes|
|zi|
|[|
|Ps]|
|Sub|total|Rae|
|Payments|relating|to|asset and|investment|
|movements|
|Purchases|of fixed|assets|
|Sub|total|
|tet receipts /(oeymects) ST EE)|EEa EE) EE|
|suples (date) tr|yer FT| ESCL|a)|ay EE]|
|a and|purpose|of funds|‘|
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2015-02-24-rp-aces-cs-version-excel-with-amended-cell (1)Additional notes (3)
December 2007
g
EEE: LLL
es SKS
—
Half Morton Hall Year ending 30 September 2025
| Income | 2025 | 2024 | ||||||
|---|---|---|---|---|---|---|---|---|
| . | £ | £ | ||||||
| Functions | 1,710.00 | 1,125.00 | FA | |||||
| Privatefunctions/Hall hire Beckburn/Ewes Hill windfarm/Southern |
Upland Partnership | 1,480.00 249.00 |
334.00 31,751.24 |
€A % |
||||
| Interest | 117.29 | 25313 | ||||||
| Otherincome | 455.58 | (© | ||||||
| Total | 3,556.29 | 33,918.95 | ||||||
| Expenditure | ||||||||
| Repairs&maintenance | 4,426.46 | 32,265.60CA4 | ||||||
| _ | Functions | 1,075.40 | 2,167.96 | FA | ||||
| ~ | Heat& light | 199.27 | 299.64“ | |||||
| Insurance | 973.56 | 883.88C4 |
||||||
| Rates&water | 243.56 | 375.85CA | ||||||
| Printing, postage&stationery | 22.06 | 43.4404 | ||||||
| Other | 65.00 | 30.00C4 | - | |||||
| Total | 7,005.31 | 36,066.37 | ||||||
| (Deficit)/Surplus | (3,449.02) | (2,147.42) |
Half Morton Hall
Year ending 30 September 2025 Balance sheet
| Balance sheet | |||
|---|---|---|---|
| 2025 | 2024 | ||
| £ | £ | ||
| : | |||
| Assets | |||
| Bank | 6,915.38 | 10,417.20 | |
| Cash | 56.32 | 3:92 | |
| 6,971.70 | 10,420.72 | ||
| Reserves | |||
| Opening balance | 10,420.72 | 12,568.14 | |
| Deficit | (3,449.02) | (2,147.42) | |
| Closing balance | 6,971.70 | 10,420.72 | |
| Notes | |||
| Opus | |||
| Opening balance | - | 187.59 | |
| Paidin | - | 52.58 | |
| Paid out | - | (240.17) | |
| Cash | |||
| Opening balance | 352 | 16.23 | |
| Paid in | 329.00 | 161.00 | |
| Paid out | (276.20) | (173.71) | |
| 56.32 | 3.52 |
Accounts agreed to the cashbook, bank statements, supporting documentation and explanations given.
APPENDIX 1
OSCR Scottish Charity Regulator
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__ | Day | Month | Year | | «Day | Month | Year __|
[From [Ot [10 | 2024 | To [9% || 0
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Office of the Scottish Charity Regulator
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ee
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Names of the charity trustees on date of approval of Trustees’ Annual Report
oe eeonon (or body} entitled to to appoint trustee trustee (if any) any)
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Trustee name Office (if any) oe eeonon (or body} entitled to to
appoint trustee trustee (if any) any)
1 Chair
2 Treasurer
3 Secretary
a
G
a
a
i
a GO
a GO
a
a
a
a
a
a
2
a
a
a
a
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APPENDIX 1
Reference and administration details
Names of all other charity trustees during the period, if any, (for example, those who resigned part way through the financial period)
ate[ acted][if][ not][ for][ whole][ year] Name
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|||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|Structure,|governance|and|management|
|Type|of governing|document|Constitution|based|on|SCVO|model|
|Trustee|recruitment|and|appointment|Trustees|are|elected|by|the|charity|members|at the AGM|
|Objectives|and|activities|
|Charitable|purposes|The|organisation’s|purposes|are:|
|To|promote|for|the|benefit|of those|living|in|the|parish|of|Half Morton|
|without|distinction|of sex,|political,|religious|or|other|opinions|by:|
|a/|Providing|or|assisting|in|the|provision|of facilities|for|
|meetings,|lectures|and|classes|and|other forms|of|recreation|
|b/ To|provide,|maintain,|manage|and|promote|Half Morton|Hall|
|Summary|of the|main|activities|To|maintaining|a|village|hall|in|Chapelknowe|that can|be|used|by|groups|
|in|relation|to|these|objects|and|members|of the|community|for|events,|recreation,|education|and|
|entertainment.|
|To|organise|social,|educational|and|entertainments|events|in|the|village|
|hall|for the|benefit|of the|local|community.|
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2
APPENDIX 1
Achievements and performance
|Summary ofthemain achievements of | Following ayearwhen the Hall was closed fora period while the floorwas
the charity duringthe financial period | replaced, we have been working hard to get back to normal. New doors|Summary ofthemain achievements of | Following ayearwhen the Hall was closed fora period while the floorwas
the charity duringthe financial period | replaced, we have been working hard to get back to normal. New doors|
|---|---|
||have been fitted to improve both security and disabled access with the|
||remainder of last years verygenerous wind farm grantfunding.|
||There were a number of events organised by the committee which were|
||all well attended:|
||e
Wreath making classes|
||e
Social Events with entertainment and pop up bars|
||e
Soup & Pudding lunch|
||Bookings and use by local groups have also increased including:|
||e
New Dog training group using the hall regularly|
||e
RDA Carriage Driving groupAGM & Lunch|
||e
D&G Disability Sports Bocciateam practice|
||e
Community Council Meetings|
||e
Funeral teas|
||e = Hire oftables& chairs|
||e
Venue fora local Band to practice|
||We still have some issues with the facilities and the limitations ofthe|
||electric heating. This has lost ussome use and so it is now high on our|
||priority list to resolve. We are planning to upgrade the electric supply with|
||grant funding in the forthcoming financial year.|
||Following a decline is use overthe covid period we now have an|
||enthusiastic and active committeewho are committed to promoting and|
||developing the community spirit in our rural area though events in the Hall.|
|Financial review||
|Briefstatement ofthe charity’s policy|We aim to maintain our reserves at2 x years running costs. Our running|
|on reserves|costs (excluding grantfunded improvements and upgrades) is around|
||£3000 peryear.|
|Details ofany deficit|This year’s deficitwas due to completion of repairs and maintenance work|
||which had been grantfunded in the previous financial year.|
|Donatedfacilitiesandservices(ifany)||
3
APPENDIX 1
Other optional information
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The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
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Signature(s)
OSCR will accept
digital or typed
Signatures
Full name(s)
Position (e.g. Chair)
Chair
Date | 02/02/2026
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4