APPENDIX 1
| OSCr | Trustees’ Annual Report for the period |
|---|---|
| Period start date Period end date |
|
| Day Month Year Day Month Year |
|
From 01 04 2025 To 31 03 2026 |
Office of the Scottish Charity Regulator
Reference and administration details
Charity name McLean Hall Fearnan Other names charity is known by Registered charity number SC023673 Charity’s principal address McLean Hall Fearnan Aberfeldy Postcode PH15 2PF
Names of the charity trustees on date of approval of Trustees’ Annual Report
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Name of person
Dates acted if
Trustee name Office (if any) (or body) entitled to
not for whole year
appoint trustee (if any)
1 Elaine Melrose Chair
2 Kay Simmonds Treasurer
3 Linda Milne Secretary
4 Lesley Raeburn Committee Member
5 Hilary Law Committee Member From 22 May 2025
6 Tom Alexander Property Trustee
7 Frances Brace Property Trustee
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9
10
11
12
13
14
15
16
17
18
19
20
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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)
| Name | Dates acted if not for whole year |
|---|---|
| Rosalind Grant | Resigned 22 May 2025 |
Structure, governance and management
| Type of governing document Trustee recruitment and appointment |
McLean Hall Fearnan Hall is an unincorporated organisation governed by a Constitution and is administered in accordance with the terms of the Constitution. |
|---|---|
| Trustees are appointed to the Management Committee by members at the Annual General meeting in accordance with the requirements of the constitution. Property Trustees are appointed by the Management Committee. Rosalind Grant resigned as Chair in May 2025, and Hilary Law joined the Hall Management Committee. |
|
| Objectives and activities | |
| Charitable purposes Summary of the main activities in relation to these objects |
|
| The purpose of the Charity is to manage, maintain and improve the McLean Hall Fearnan to provide a local facility for social, recreational and other purposes usual for a village hall and to ensure its continued value for the community. |
|
| The Management Committee is responsible for the administration and management of the Hall, and compliance with statutory duties. Use of the Hall by local groups is encouraged by offering subsidised rental rates. Hold fundraising events to cover maintenance and running costs not met by rental income. Monitor the fabric of the hall to keep it in good condition. Exploring new activities and facilities to ensure the Hall continues to meet the needs and interests of the local community. |
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APPENDIX 1
Achievements and performance
| Summary of the main achievements of the charity during the financial period |
The Hall celebrated its 70thanniversary in 2025, and to mark this occasion, an afternoon tea was hosted by the Hall management committee in November. Members and local residents were personally invited and over 65 attended. It was very successful and the Committee was delighted to welcome new residents as well as residents not usually seen at other Hall events. The event was supported by a grant from DLC Taymouth Castle. To mark the 70thyear, the interior and exterior of the hall was redecorated. Externally, the masonry was repaired, washed down and repainted; the front porch, main entrance door and railings on the access ramp were also repainted. Internally the walls and woodwork in the main Hall, kitchen and entrance lobby were repainted. Shelving was installed to provide better access to the Hall’s kitchen equipment. This work was funded by grants from PKC, DLC at Taymouth Castle and fundraising at the annual Thrift Shop week. A new Consumer Unit for the electrical supply was installed, ensuring the Hall has the safest and most up to date protection available. PAT testing was also carried out. Health and Safety Policy and Risk Assessment was undertaken in December 2025. As a result, a few minor improvements were made, including the replacement of the rusty litter bin in the playground by PKC. Work to improve the front entrance area continued during the year. New gravel was laid on a weed control membrane, and the garden area was weeded and bulbs planted. A new activity session, Balance and Strength run by LiveActive, started in March 2026 to join the regular user groups of Tai Chi, Indoor Bowls, Yoga, Masons and Bookclub. |
|---|---|
Financial review
Brief statement of the charity’s policy A reserve of £4,000 is held within the unrestricted funds to cover the on reserves annual running costs of the Hall in the event that there is a period without rental income.
Details of any deficit Donated facilities and services (if any)
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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) Full name(s) Kay Simmonds Position (e.g. Chair) Treasurer Date 28 May 2026
4
APPENDIX 3 OSCR Sc(tish Clkfirty Re8ukior Independent examinerfs report on the accounts Report to the Chafity name tntsteeslmember8 of MCLEAN HALL FEARNAN Registerod charity SC023673 nurnber On the accounts of the Peri(Kl start date charity for th• period Month Period end date nth Year Day Y••r 01 XQ5 31 Sot out on pago8 Re•prttlv• The chanty's trustees afe restMJn&ble for the weparatI of the aco)unts in xcordan¢e rn•ponsib1liti of wrth the teS of the Chanties and Trustee Investment Iscodandl 2005 Act and the trust••s •nd •xamlner Charities Accounts IS¢odandl RegulatnS 20C6 las aryred1. The chanty trustees consKler that the audrt requirerrnl of RegUlatn 10111 Idl of the Accounts RegulatKsns does not appty. It is my responsibility to examine the accounts as rèquired under sects.on 44111 Ic) of the Act and to state whether PaUlar matters have come to my attention. Ba81$ of Ind•pendent My examination is carried out In accordance with Regvlatson 11 of the 21)06 Accounts examlner's Statement RegUlatnS. An examinab.on includes a review of the accounth"Dg records kept by the charity and a companson ol the accounts presented Wbth those records. It also includes conseTaOn of any unusual Items or disdosLbres in the accounts and seeks explanatjms trom the trustees conceming any such matters. The pIcKeduS undertaken do not provide all the evthnce that woukj be required in an audrt and, consequentty, I do not express an audit opinn on the vwi gNen by the )unts. IndepThd•nt •xamlne¢¥ In the course of my examinatr)n. no matter has come to my attentwi lother than that •tst•ment disclosed on the attached page"] which gNes Teasonat Cause to tse1 that in any material respect the requirerrEnts. to keep accounbng records in aCtdarKe wth section 44{1) lal of the 2005 Act and Regulation 4 of the 20C6 Accounts RegulatK)ns, and to ppare accounts whth 0rd with the 8QUnbng reclxds and compty wrth Regulation 9 of the 20C6 Accounts RegulatnS have not been ftt. or 2. to Whh. in my ¢)pinion. attention should be dralvn in order to enable a propor unders unts to be reached. Date: Signod": Name: Relevant Professional qualificallonlsl or body (ff anyl: I PWIP - SE{£1 Addrnss: a/a 2 P/r follwng page - OSCR ¥wll awt dytal or typy swJnature5
MCLEAN HALL FEARNAN
Statement of Receipts and Payments 2025-26
| Total | Total | Total | |||||
|---|---|---|---|---|---|---|---|
| Restricted | Unrestricted | Year ended | Year ended | ||||
| funds | funds | 31/03/2026 | 31/03/2025 | ||||
| RECEIPTS | Note | £ | £ | £ | £ | ||
| FUNDRAISING | 1,920.00 | 1,920.00 | £ | 2,307.00 |
|||
| RENT | 3,209.93 | 3,209.93 | £ | 3,445.50 |
|||
| GRANTS | 7 | 8,784.00 | 500.00 | 9,284.00 | £ | 650.00 |
|
| DONATIONS | 6 | 2,486.00 | 2,486.00 | £ | 771.00 |
||
| INTEREST | 65.31 | 65.31 | £ | 230.10 |
|||
| INSURANCE CLAIM | - | - | £ | 950.00 |
|||
| CHARITY COLLECTIONS | 5 | 75.00 | 75.00 | £ | 200.00 |
||
| TOTAL INCOME | 8,784.00 | 8,256.24 | 17,040.24 | £ | 8,553.60 |
||
| PAYMENTS | |||||||
| LICENCES/INSURANCE | 250 | 895.69 | 1,145.69 | £ | 854.99 |
||
| MAINTENANCE & HALL SUPPLIES | 1,200.68 | 1,200.68 | £ | 2,109.42 |
|||
| ANNIVERSARY TEA | 230.37 | 230.37 | |||||
| EQUIPMENT | 8 | 130.00 | 2,160.75 | 2,290.75 | £ | 1,087.92 |
|
| UTILITIES | 2,480.65 | 2,480.65 | £ | 3,085.43 |
|||
| RECYCLING PROJECT | 9 | 855.93 | 855.94 | 1,711.87 | £ | 9,447.00 |
|
| REDECORATIONS | 10 | 8,184.00 | 4,106.80 | 12,290.80 | £ | - |
|
| FUND-RAISING EXPS | - | - | £ | 160.00 |
|||
| WARM WELCOME EXPS | 521.01 | 521.01 | £ | 310.00 |
|||
| CHARITY DONATIONS | 75.00 | 75.00 | £ | 200.00 |
|||
| SUNDRY | 53.30 | 53.30 | £ | - |
|||
| GOVERNANCE COSTS | 114.00 | 114.00 | £ | 76.00 |
|||
| TOTAL EXPENDITURE | 9,940.94 | 12,173.18 | 22,114.12 | 17,330.76 | |||
| Surplus(Deficit) for year | 1,156.94 - |
3,916.94 - |
5,073.88 - |
-8,777.16 | |||
| Add surplus B/fwd 1 April | 1,256.49 | 10,529.69 | 11,786.18 | £ | 20,563.34 |
||
| Totals | 99.55 | 6,612.75 | 6,712.30 | 11,786.18 | |||
| Represented by | Total | Total | |||||
| Current assets | Restricted funds £ |
Unrestricted funds £ |
Year ended To date £ |
Year ended 31/03/2025 £ |
|||
| Current account | 222.05 | 222.05 | 611.24 | ||||
| Instant Access account | 99.55 | 6,390.70 | 6,490.25 | 11,174.94 | |||
| Net Assets | 99.55 | 6,612.75 | 6,712.30 | 11,786.18 | |||
| Funds of the charity: | |||||||
| As at 1 April 25 | 1,256.49 | 10,529.69 | 11,786.18 | 11,786.18 | |||
| Net incoming/(outgoing) funds | 1,156.94 - |
3,916.94 - |
5,073.88 - |
- | 8,777.16 |
||
| As at 31 March 2026 | 99.55 | 6,612.75 | 6,712.30 | 11,786.18 |
The financial statements were approved by the Trustees and signed by
28-May-26
Treasurer
Date
Notes to the accounts
Accounting policies
These accounts have been prepared on a cash receipts and payment basis.
Nature and purpose of funds
Unrestricted funds are used at the discretion of the Trustess in furtherance of the objects of the charity. The trustees maintain a single unrestricted fund for day to day management of the hall.
Restricted funds may only be used for specific purposes. Restrictions arise when specified by the donor or when funds are raised for specific purposes,
Trustee remuneration and related party transactions
None
Reserves
Within the unrestricted funds is a designated reserve of £4000 to cover the Hall's annual expenses if there
is no income.
Special collections and fundraising for other charities
In addition to the general fund receipts recorded above, the following amounts from special collections and fundraising events for other charities were received and disbursed during the year:
| SCAA Donations Restricted funds £ Fearnan Indoor Bowls FVA Individual Grants PKC - admin grant Taymouth Castle - Decorations 1750 Taymouth Castle - Anniversary Tea PKC - Decorations 6434 PKC - Warm Welcome 600 8784 Purchases of fixed assets/Equipment Restricted funds £ Pickleball equipment 130.00 External noticeboard 194.00 324.00 Recycling project Expenses 2023/24 Expenses 2024/25 Total Expenditure 2025/26 AMAZON* recycling bins 38.99 Bannermans paint 44.16 Noticeboard 48.13 Bannermans paint 44.16 Painting 75.00 Gravel 6.30 Resource Hut sign 24.00 Bannersmans paint refund -22.08 Noticeboard 19.99 |
75 Unrestricted Total YTD funds £ 50 50 230 230 2206 2206 2486 2486 250 250 1750 250 250 6434 600 500 9284 Unrestricted Total YTD funds £ £ 167.00 297.00 2162.80 2356.80 2329.80 2653.80 Totals 1,341.10 9,447.00 10,788.10 38.99 77.98 44.16 88.32 48.12 96.25 44.16 88.32 75.00 150.00 6.30 12.60 24.00 48.00 -22.08 -44.16 20.00 39.99 |
|---|---|
| Garden Edging | 120.00 | 120.00 | 240.00 |
|---|---|---|---|
| Barhaul Materials | 102.50 | 102.51 | 205.01 |
| Garden Cash Float | 8.00 | 8.00 | 16.00 |
| Compost | 24.50 | 24.50 | 49.00 |
| Garden membrane & weedkiller | 35.67 | 35.67 | 71.34 |
| Barhaul Gravel | 60.15 | 60.15 | 120.30 |
| Planters | 27.99 | 27.98 | 55.97 |
| Membrane pegs | 4.47 | 4.48 | 8.95 |
| Noticeboard contribution | 194.00 | 194.00 | 388.00 |
| Total | 855.93 | 855.94 | 1711.87 |
| Total | 12,499.97 £ |
||
| Budget for construction and landscaping £12,500 | funded by | ||
| Gannochy grant | 5500 | ||
| Thomson trust grant | 3500 | ||
| Hall funds -Pop up shop 2023 | 2000 | ||
| Thrift shop 2023 | 1500 | ||
| 12,500.00 | |||
| Remaining funds | 0.03 £ |
||
| Painting | |||
| Porch paint | Restricted funds 33.90 |
Unrestricted funds 33.90 |
Total YTD 67.80 |
| Reid Invoice | 7263.60 | 376.40 | 7640.00 |
| Repairs to porch | 136.50 | 136.50 | 273.00 |
| Hall, stage and entrance painting | 750.00 | 2860.00 | 3610.00 |
| Kitchen painting and shelves | 700.00 | 700.00 | |
| 8,184.00 £ |
4,106.80 £ |
12,290.80 £ |