## **APPENDIX 1** |OSC**r**|**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** **----- Start of picture text -----**
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
8
9
10
11
12
13
14
15
16
17
18
19
20
**----- End of picture text -----**
**1** **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.| **2** ## **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)** **3** ## **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 te￿S of the Chanties and Trustee Investment Iscodandl 2005 Act and the trust••s •nd •xamlner Charities Accounts IS¢odandl Regulat￿nS 20C6 las ary*r￿ed1. The chanty trustees consKler that the audrt requirerr*nl of RegUlat￿n 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 Pa￿Ular 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 RegUlat￿nS. 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 cons￿eTa￿On of any unusual Items or disdosLbres in the accounts and seeks explanatjms trom the trustees conceming any such matters. The pIcKedu￿S undertaken do not provide all the evthnce that woukj be required in an audrt and, consequentty, I do not express an audit opin￿n 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 aCt￿darKe wth section 44{1) lal of the 2005 Act and Regulation 4 of the 20C6 Accounts RegulatK)ns, and to p￿pare accounts whth ￿0rd with the 8Q￿Unbng reclxds and compty wrth Regulation 9 of the 20C6 Accounts Regulat￿nS have not been ft￿t. or 2. to Wh￿h. 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
£|