Useful Documents and Forms

Links to Public Documents and Forms

This page links to a number of Trust documents and forms that are provided for your information and use.  Most of them are in PDF format.  Download them and print them out as required.

• Linlithgow Burgh Trust Constitution (as amended at the AGM on 20 November 2020)
• Financial Statements for the Year to 31 August 2021 (Cost Centre Details Included)
• Financial Statements to 31 August 2021 (OSCR)
• Account Codes (These account codes should be used to ensure that income and expenditure is assigned to the correct account)
• Financial Procedure (This procedure should be followed by all LBT Members when involved with placing purchase orders, authorising expenditure or any other financial transactions)
• Code of Conduct (What is expected of those who represent Linlithgow Burgh Trust in any capacity)
• Personal Information Policy (What Personal Information is held by LBT and how we handle it)
• Complaints Procedure (How Linlithgow Burgh Trust handles complaints)
• Insurance Documents:
  • Public Liability Insurance Certificate 
  • Policy Details (external link)

Forms

These forms can be downloaded, printed, completed and submitted as required.

• Membership Application Form (Note that on-line membership applications are preferred)
• Charity Trustee Nomination Form
• Gift Aid Declaration Form (Note that Gift Aid declarations can also be made on-line) 
• Expenses Claim Form (Please refer to Accounts Codes when completing this form)

Minutes of Members Meetings

The minutes of AGMs and other Members Meetings.

• Minutes of the Fifth AGM held on 13 November 2021 (Draft)
• Minutes of the Fourth AGM held on 20 November 2020
• Minutes of the Third AGM held on 16 November 2019
• Minutes of the Second AGM held on 10 November 2018
• Minutes of the First AGM held on 18 November 2017
• Minutes of the Members' Inaugural Meeting held on 29 April 2017