Agenda Document Pack - Aberfeldy Common Good Fund Committee - 27/10/2025
Perth and Kinross Council · 27 October 2025
Back to Aberfeldy Common Good Fund Committee — 27 October 2025 and its agenda
Text extracted from the council's PDF. Layout and reading order may differ from the original.
Page 1
Ambition | Compassion | Integrity Our vision is for a Perth and Kinross where everyone can live life well, free from poverty and inequality Council Building 2 High Street Perth PH1 5PH 20/10/2025 A hybrid meeting of the Aberfeldy Common Good Fund Committee will be held in the Council Chamber on Monday, 27 October 2025 at 13:00. If you have any queries please contact Democratic Services on (01738) 475000 or email Committee@pkc.gov.uk. THOMAS GLEN Chief Executive Those attending the meeting are requested to ensure that all notifications are silent on their device and other devices are in silent mode. Please note that the meeting will be broadcast online and recorded. The recording will be publicly available on the Council’s website following the meeting. Members: Councillor Stewart Donaldson Councillor John Duff Councillor Grant Laing Provost Xander McDade Bailie Mike Williamson Page 1 of 16
Page 2
Page 2 of 16
Page 3
Aberfeldy Common Good Fund Committee Monday, 27 October 2025 Agenda Members are reminded of their obligation to declare any financial or non- financial interest which they may have in any item on this agenda in accordance with the councillors’ code of conduct. 1 WELCOME AND APOLOGIES 2 DECLARATIONS OF INTEREST 3 MATTERS ARISING 4 MINUTE OF MEETING OF THE ABERFELDY COMMON GOOD FUND COMMITTEE OF 25 NOVEMBER 2024 FOR APPROVAL (copy herewith) 5 - 6 5 APPLICATIONS FOR FINANCIAL ASSISTANCE Report by Strategic Lead - Housing and Community (copy herewith 25/261) 7 - 10 6 2025/26 FINANCIAL STATEMENT Report by Chief Finance Officer (copy herewith 25/262) 11 - 16 Page 3 of 16
Page 4
Page 4 of 16
Page 5
Aberfeldy Common Good Fund Committee Minute of hybrid meeting of the Aberfeldy Common Good Fund Committee held in the Council Chambers, 2 High Street, Perth on Monday 25 November 2024 at 1.58pm. Present: Councillors J Duff and S Donaldson, Provost X McDade and Bailie M Williamson. In Attendance: S Kimmett (Housing and Communities), F Lambie, Alison O’Brien and D Coyne (all Finance and Business Support), A Taylor, M Pasternak and S Dockerill (all Legal and Governance). Apologies: Councillor G Laing. Councillor J Duff, Convener 1. Welcome and Apologies Councillor J Duff welcomed all those present to the meeting and an apology for absence was noted as above. 2. Declarations of Interest There were no declarations of interest made in terms of the Councillors’ Code of Conduct. 3. Minute of Meeting of Aberfeldy Common Good Fund of 29 April 2024 for approval The minute of meeting of the Aberfeldy Common Good Fund of 29 April 2024, was submitted and approved as an accurate record. 4. Matters Arising There were no matters arising. 5. Discussion on Common Good Policy Councillor J Duff requested input from Members to agree a Common Good Policy with a view to building up the capital amount available within the Aberfeldy Common Good Fund. Resolved: (i) The maximum amount provided by way of applications to the Common Good Fund be capped at £1,000. (ii) It be agreed that only interest accrued will be used going forward to grant applications for financial assistance. 4 Page 5 of 16
Page 6
6. Applications For Financial Assistance There was submitted a report by the Strategic Lead – Housing and Communities (24/326) considering one small grant application for financial assistance. Birks Cinema Trust Resolved: Birks Cinema Trust be awarded a grant of £500 towards their Mezzanine floor extension project. 6. 2024/25 Financial Statement There was submitted a report by the Strategic Lead – Finance and Business Support (24/327) provides details of the income and expenditure to 30 September 2024 and the projected outturn for financial year 2024/25 for the Aberfeldy Common Good Fund. Resolved: The projected income and expenditure to 31 March 2025 for the Aberfeldy Common Good Fund, as set out in Appendix 1 to Report 24/327, be noted. Page 6 of 16
Page 7
Our vision is a Perth and Kinross where everyone can live life well, free from poverty and inequality Committee or Board: Aberfeldy Common Good Fund Committee Date of Meeting: 27 October 2025 Report Title: Applications for Financial Assistance Report Number: 25/261 Report Author: Sarah Kimmet, Community Empowerment Officer communityempowerment@pkc.gov.uk Organisational Lead: Elaine Ritchie, Strategic Lead - Housing and Communities 1. Purpose 1.1 The report asks Aberfeldy Common Good Fund Committee to consider one small grant application. 1.2 Sections 1. Purpose 2. Recommendation 3. Background / Main Issues 4. Proposals 5. Conclusion 6. Impact and Value Assessment 2. Recommendation It is recommended that the Committee: - 2.1 Consider the grant application and agree any financial assistance to be awarded. 3. Background / Main Issues 3.1 Perth and Kinross Council owns land and property which forms part of the Common Good of the former burghs in Perth and Kinross and has a statutory duty in terms of section 15 of the Local Government etc. (Scotland) Act 1994 to administer this land and property "having regard to the interests of the 5 Page 7 of 16
Page 8
inhabitants" of those former burghs. This duty also applies to the administration of the associated Common Good Funds. 3.2 The Common Good Funds have traditionally demonstrated their support to local residents and organisations by distributing grants. These grant awards allow individuals and local organisations to carry out a wide range of community-based activities. 3.3 Applications to Common Good Funds vary across the different former burghs of Perth and Kinross. 3.4 A summary of the provisional 2025/26 Financial Assistance budget is provided below: 2025/26 Projected Surplus £5,100 Value of grants paid and committed £0 Remaining Financial Assistance Budget £5,100 Value of funding requested and under consideration £1,000 4. Proposals 4.1 Dementia Friendly Aberfeldy are seeking £1,000 towards food and activity costs at their Friday Club for the period of November 2025 to November 2026. 4.2 Dementia Friendly Aberfeldy support those in need by reason of age and ill health, with a particular focus on those living with dementia. The Friday Club meets weekly with members, their carers and volunteers. It is a safe, relaxing and supportive environment, in a newly refurbished dementia-friendly room within the Town Hall. Dementia Friendly Aberfeldy provide activities including movement exercises, music, crafts, baking, board and table games, gardening and anything else the members would like, including visits to places of interest. The Friday Club offers morning coffee with cakes and scones, as well as lunch for all members and volunteers. Over 50 people from the Common Good area attend the Friday Club each year and will benefit from any grant funding. 4.3 A breakdown of costs applied for is detailed below. Specific items Basis of Costing Amount Food (incl. morning coffee, cake, lunches, and purchase of ingredients for baking activities) Budget of £625/month x 12 £7,500 Rent (Breadalbane Locus Centre) £52.80 per session x 48 (rounded for budgeting purposes) £2,500 Page 8 of 16
Page 9
Specific items Basis of Costing Amount Activities Based on historic costs to date £1,800 Staff costs Friday Club Co-ordinator £20/hour £12,000 Administrative costs Insurance - £450, TV Licence - £175, Purchase of computer and software - £700, Additional kitchen equipment - £300, soft furnishings to complete new centre - £1,000, garden maintenance- £1,000, other admin such as printing and advertising - £750 £4,400 Total proposed expenditure £28,200 Age Scotland – Secured – for Friday Club Coordinator £12,500 SSE Griffin – Secured – Running Costs £8,200 Lang Foundation – Secured – Activities and Food £4,000 Basil Death – Secured – General contribution £600 Funding Requested from Aberfeldy Common Good Fund £1,000 4.4 Dementia Friendly Aberfeldy have not received funding from the Aberfeldy Common Good Fund in the previous three financial years. 4.5 Committee are asked to consider the request and agree any funding to be awarded 5. Conclusion 5.1 The Committee is asked to consider the application and agree any financial assistance to be awarded. 6. Impact and Value Assessment https://www.pkc.gov.uk/media/54409/Aberfeldy-Common-Good-Fund-Applications- for- FinancialAssistance/pdf/Aberfeldy_Common_Good_Fund_Applications_for_Financial _Assistance.pdf?m=1758881402603 Page 9 of 16
Page 10
Page 10 of 16
Page 11
Our vision is a Perth and Kinross where everyone can live life well, free from poverty and inequality Committee or Board: Aberfeldy Common Good Fund Committee Date of Meeting: 27 October 2025 Report Title: 2025/26 Financial Statement Report Number: 25/262 Report Author: Alison O’Brien, Corporate Accounting Manager Organisational Lead: Scott Walker, Chief Finance Officer 1. Purpose 1.1 This report provides the unaudited financial statement for 2024/25, and the estimated income and expenditure for 2025/26. 1.2 Sections 1. Purpose 2. Recommendations 3. Background/Context 4. Main Issues 5. Conclusion 6. Impact and Value Assessment 7. Appendices 2. Recommendations It is recommended that the Committee: 2.1 Note the unaudited income and expenditure to 31 March 2025 as set out in Appendix 1 to the report. 2.2 Note the actual income and expenditure to 30 September 2025 and the projected outturn to 31 March 2026 for 2025/26, as set out in Appendix 2. 3. Background/Context 3.1 This report provides an update on the final outturn for 2024/25, and the actual income and expenditure to 30 September 2025 and projected outturn to 31 March 2026, for 2025/26. 6 Page 11 of 16
Page 12
4. Main Issues Financial Statement 2024/25 4.1 Report 24/327 considered by Committee on 25 November 2024 included year-end projections for income and expenditure which included an estimated surplus for the year of £2,700, and a projected Fund balance at 31 March 2025 of £129,326. Following closure of the 2024/25 accounts, the surplus for the year was £5,380 and the final unaudited Fund balance at 31 March 2025 was, therefore, £132,006 as detailed in Appendix 1. 4.2 The movement from the previously reported position is a reduction in the Financial Assistance commitment of £2,500 and an increase in the investment income of £180. Financial Statement 2025/26 4.3 As detailed in Appendix 2, there is a projected surplus of £4,100 for 2025/26, and the estimated Fund balance at 31 March 2026 is £136,106. 4.4 There is one application for financial assistance to be considered at this meeting, and this has been included in the projected expenditure. 5. Conclusion 5.1 As detailed in Appendix 1, the final unaudited surplus for the Fund in 2024/25 was £5,380 with a final Fund balance at 31 March 2025 of £132,006. 5.2 As detailed in Appendix 2, the projected surplus for 2025/26 is £4,100, and the estimated Fund balance at 31 March 2026 is £136,106. 6. Impact and Value Assessment 6.1 This is an operational report, and as such, an impact and value assessment is not required. 7. Appendices 7.1 Appendix 1 – Aberfeldy Common Good Fund – Financial Statement for Period to 31 March 2025 for 2024/25. 7.2 Appendix 2 – Aberfeldy Common Good Fund – Financial Statement for Period to 30 September 2025 for 2025/26. Page 12 of 16
Page 13
Appendix 1 ABERFELDY COMMON GOOD FUND FINANCIAL STATEMENT FOR PERIOD TO 31 MARCH 2025 Projected Outturn to 31-Mar-25 31-Mar-25 31-Mar-25 £ £ £ EXPENDITURE OTHER SUPPLIES & SERVICES Financial Assistance 500 0 500 Total Expenditure 500 0 500 INCOME Interest earned 5,880 0 5,880 Total Income 5,880 0 5,880 Surplus / (Deficit) for Year 5,380 0 5,380 Revenue Balance at 1 April 2025 126,626 126,626 Surplus for the Year 5,380 5,380 Projected Fund Balance at 31 March 2026 132,006 132,006 Financial Assistance Actual Amount (£) Meeting Birks Cinema Trust 500.00£ 25/11/2024 500.00£ Committed Amount (£) Meeting £ - Under Consideration Amount (£) Meeting -£ Total 500£ Committed Expenditure to Actual to 6 Page 13 of 16
Page 14
Page 14 of 16
Page 15
Appendix 2 ABERFELDY COMMON GOOD FUND FINANCIAL STATEMENT FOR PERIOD TO 30 SEPTEMBER 2025 FOR 2025/26 Projected Actual to Outturn to 30-Sep-25 31-Mar-26 £ £ £ EXPENDITURE OTHER SUPPLIES & SERVICES Financial Assistance 0 1,000 1,000 Total Expenditure 0 1,000 1,000 INCOME Interest earned 0 0 5,100 Total Income 0 0 5,100 Surplus / (Deficit) for Year 0 (1,000) 4,100 Revenue Balance at 1 April 2025 132,006 132,006 Surplus for the Year 0 4,100 Projected Fund Balance at 31 March 2026 132,006 136,106 Financial Assistance Actual Amount (£) Meeting -£ Committed Amount (£) Meeting £ - Under Consideration Amount (£) Meeting Dementia Friendly Aberfeldy 1,000£ 27/10/2025 1,000£ Total 1,000£ Financial Assistance Under Consideration and Committed 6 Page 15 of 16
Page 16
Page 16 of 16