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2025-04-30-accounts

REGISTERED CHARITY NUMBER: SC024881

Report of the Trustees and

Financial Statements for the Year Ended 30 April 2025

For

The Clanranald Trust for Scotland

The Clanranald Trust for Scotland

Report of the Trustees

for the Year Ended 30 April 2025

The trustees present their report with the financial statements of the charity for the year ended 30 April 2025. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

The charity is an unincorporated association recognised by OSCR as a Scottish Charity (number SC024881).

OBJECTIVES AND ACTIVITIES OBJECTIVES

The overall Charitable Objective of Clanranald Trust for Scotland ("the Trust") is; the advancement of the education of the public of Scotland, in relation to the history and culture of The Clanranald McDonalds particularly, and to Scots Clan History and culture generally.

Further consideration is being given to the Charity's objectives to ensure that they are up to date and fully reflect the aims of the Charity. More information can be found on page 2 of these accounts.

The purpose of the trust is to help bring history to life, supporting Scotland's culture and heritage overall and Clan life in particular.

The overall aim is to present a true recreation of our nation's story, striving to provide a fitting testimony to our ancestors whilst further educating the public worldwide.

A large contingent of volunteers continue to serve the objectives of the trust and are dedicated to raising awareness of Scottish Culture and Heritage through interactive education.

Goodwill and the enthusiasm of volunteers, who donate their time towards raising the necessary funds, allow the Trust continue realising its educational ambitions.

The Clanranald Trust for Scotland

Report of the Trustees

for the Year Ended 30 April 2025

ACHIEVEMENT AND PERFORMANCE

ACTIVITIES, ACHIEVEMENTS AND PERFORMANCE

Learning Services

A crucial part of the Trust is the education section, which for the past 29 years has been expanding. Duncarron Medieval Village where we receive classes, continues to bring hands-on education to schools and other educational establishments where possible. Sadly, it has taken some time after the pandemic to build back up our contacts and recovery has not yet been fully achieved.

We continue to work throughout Scotland and the world promoting Scottish Culture and History with displays, talks and activities to enhance awareness of Scottish culture and history at home and abroad. During the year we provided living history Displays and Exhibitions - Combat displays and historical scenarios, with hands-on living history crowd-inclusive experiences for Corporate and Public Events.

Combat International, the official Clanranald combat display team, which was in the past managed by Clanranald Trust for Scotland and Duncarron Fort Ltd now continues as its own separate and privately registered Ltd Company. The Company continues to support Clanranald Trust for Scotland by making donations where possible including a donationof £2,530 in 23/24. Clanranald Trust for Scotland and Combat International have Director/Trustee in common.

Duncarron Fort Ltd

Duncarron Fort Ltd is a wholly owned subsidiary of Clanranald Trust for Scotland.

Duncarron Medieval Village

Duncarron Fort Ltd ('Duncarron') is a full-scale replica of an early Medieval Scottish Village known historically as a Dun.

Duncarron is complete to an operational extent as an educational facility, with ongoing improvements and additions.

Discussions went ahead with the forestry regarding our plans to buy the land and the imminent renewal of the leaseagreement to allow us to further expand our operation. discussions are still ongoing and further meetings are required.

We plan to include a new industrial Storage Unit and we are still pushing onward with a Tilt yard / jousting arena. We are still moving towards seeking funding for and development of a visitor centre, with a café and new toilets.

Clanranald Trust for Scotland have access to the Duncarron Medieval Village to use in the pursuit of their charitable objectives of advancing education in relation to history and culture.

Clanranald Volunteers

Our volunteer numbers continue to fluctuate mostly increasing during the summer months. As we now have so many volunteering opportunities within the organisation, we now have greater numbers in each department whereas in previous years we only had a few people covering several departments each. As our success continues we are now finding we will have to look into actively expanding our numbers for the year 2025 to keep up with demand.

Updates to Charitable Objectives

Further consideration is being given to the Charity's objectives to ensure that these are up to date and fully reflect the aims of the Charity. The Charities aims currently refer to the "advancement of the education of the public of Scotland, in relation to the history and culture of The Clanranald Macdonalds particularly, and to Scots Clan History and Culture generally". The charity is looking to update these to reflect the further work carried out by the charity across all areas of Scottish history and culture and to reflect the broader reach the charity now has outwith the public of Scotland.

The Clanranald Trust for Scotland

Report of the Trustees for the Year Ended 30 April 2025

FINANCIAL REVIEW

Financial review

During the year there was a deficit of £1,070 (2024: deficit of £1,852). At the year end the charity had reserves of £426,877 (2024: £427,948) with no restricted funds.

The longer term aim is for Duncarron Fort Limited to repay the loan outstanding to Clanranald Trust and thereafter begin to Gift any future profits to Clanranald Trust creating a further stream of income.

During the year to 30 April 2025 Duncarron Fort Limited had losses of £28,624 (2024: losses £25,722). This was down to less filming location income this year and a focus on more internally generated income from visitors to Duncarron Medieval Village. With visitor number growing, it is hoped that profits will be made next year and that this will form a more sustainable income stream.

Reserves Policy

The Clanranald Trust for Scotland has a reserves policy to meet the on-going needs of the charity. The trustees aim to hold three month's costs in reserve. Current reserves of £426,877 (2024: £427,948) are sufficient to meet this policy.

However, taking account of fixed assets and the loan to Duncarron Fort Ltd available free reserves fall to - £30,235 (2023: -£23,251) The Trustees therefore strive to build available reserves to meet the policy of three months costs in reserve.

As mentioned above plans are in place for Duncarron Fort Ltd to repay this loan. Duncarron Fort Ltd was established in order to generate funds for the charity and despite a difficult year this year visitors to Duncarron Fort are increasing and it is hoped that a profit will be made next year. The main aim of the Trustees is to monitor this and ensure that Duncarron Fort Ltd is operated for the benefit of the charity and that funds are being generated to benefit the charity.

FUTURE PLANS

Fundraising Activities

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is governed by its constitution and is overseen by its Trustee and Management Board.

Recruitment and appointment of new trustees

Trustees of the Management Board are elected by the members of Clanranald Trust for Scotland. Individuals with skills and knowledge relevant to the charitable aims are identified by the current board and invited to apply for recruitment should they so wish.

On-going training on particular aspects of governance is sought by the board of trustees. Any updates are to be found by the board themselves and discussed at meetings where possible and necessary.

Induction and training of new trustees

An induction programme is in place for new trustees and on-going training on particular aspects of governance is provided for the board of trustees as required.

The Clanranald Trust for Scotland Report of the Trustees for the Year Ended 30 April 2025

STRUCTURE, GOVERNANCE AND MANAGEMENT

Risk management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error. This is currently reviewed on a regular basis.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

SC024881

Principal address

Duncarron Medieval Village Carronvalley North Lanarkshire FK6 5JL

Trustees

Charles John Allan John Williams Fionnlagh Allan Andrew Rankin Ian Stevenson

Independent Check of Records

Jon Shatford Ltd Wessex House 127 High Street Hungerford RG17 0DL

Bankers

Clydesdale Bank Festival Square 50 Lothian Road Edinburgh EH3 9BY

17th March 2026 Approved by order of the board of trustees on ............................................. and signed on its behalf by:

.....................................................................

Charles John Allan – Trustee

Independent Examiner's Report to the Trustees of The Clanranald Trust for Scotland

I report on the accounts for the year ended 30 April 2025

Respective responsibilities of trustees and examiner

The charity's trustees are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended). The charity's trustees consider that the audit requirement of Regulation 10(1)(a) to (c) 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 the independent examiner's report

My examination was carried out in accordance with Regulation 11 of the Charities Accounts (Scotland) Regulations 2006. 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 seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the view given by the accounts.

Independent examiner's statement

In connection with my examination, no matter has come to my attention :

have not been met; or

Jon Shatford

Jon Shatford Limited Wessex House 127 High Street Hungerford RG17 0DL

Dated: 30[th] January 2026

The Clanranald Trust for Scotland

Statement of Financial Activities for the Year Ended 30 April 2025

Income 53,687
Total Turnover 53,687
Gross Proft 53,687
Administrative Costs
Rent 26,382
Depreciation 7,899
General Running Costs 6,240
Legal Fees 3,307
Bank Charges 3,132
Travel & Subsistence 2,200
Stafng Costs 1,810
Accountant Fees 1,344
Utilities 899
Insurance 820
Telephone 724
Total Administrative
Costs
54,757
Operating Proft -1,070

The Clanranald Trust for Scotland

Balance Sheet

30 April 2025

Fixed Assets
Tangible Assets
Fixed Assets 35,000
Total Tangible Assets 35,000
Total Fixed Assets 35,000
Current Assets
Cash at bank and in hand
Bank Account 6,356
Loans Payable 415,783
Total Current Assets 422,139
Creditors: amounts falling due within one year
Creditors (over a year) 16,467
Creditors (within a year) 13,795
Total Creditors: amounts falling due within one year 30,262
Net Current Assets (Liabilities) 391,876
Total Assets less Current Liabilities 426,876
Net Assets 426,876
Capital and Reserves
Current Year Earnings -1,071
Retained Earnings 427,947
Total Capital and Reserves 426,876

The financial statements were approved by the Board of Trustees and authorised for issue on

March 17th 2026 ............................................. and were signed on its behalf by:

............................................. Charles John Allan - Trustee

The Clanranald Trust for Scotland

Notes to the Financial Statements

for the Year Ended 30 April 2025

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities and Trustee Investment (Scotland) Act 2005. The financial statements have been prepared under the historical cost convention.

The accounts are presented in sterling which is the charity's functional currency, and rounded to the nearest pound.

No changes have been made to the basis of preparing the financial statements this year or to the previous year's financial statements.

Going Concern

The accounts are prepared on a going concern basis, subject to the below which is also referenced in the reserves policy on page 3 of the accounts.

There is currently the loan balance due from Duncarron Fort Ltd of £415,283. The ability of the charity to continue as a going concern is dependent on the survival of Duncarron Fort Ltd and its ability to repay this loan.

The Trustees have considered the viability of Duncarron Fort Ltd and based on forecast profits the Trustees are confident that Duncarron Fort Ltd will continue to trade for at least 12 months from the date of this report.

Based on the profitability of Duncarron Fort Ltd and plans for Duncarron Fort Ltd to repay the loan from Clanranald Trust for Scotland the Trustees consider that a going concern basis is appropriate.

Critical accounting judgements and key sources of estimation uncertainty

The preparation of the financial statements conforms with the requirements of the Charities SORP and general accepted accounting principles. The only area in which it is considered that accounting estimates and areas of judgement have been applied is depreciation, the policy on which is outlined below.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Plant and machinery - 25% on reducing balance Fixtures and fittings - 20% on reducing balance Motor vehicles - 25% on reducing balance Computer equipment - 33.33% on cost

The long leasehold over Duncarron Fort is not depreciated, due to the nature of the asset it is not expected to lose value.

for the Year Ended 30 April 2025

The Clanranald Trust for Scotland

Notes to the Financial Statements - continued

1. ACCOUNTING POLICIES - continued

Tangible fixed assets

Assets are reviewed for any indication of impairment at each balance sheet date. If such indication exists, the recoverable amount of the asset is is estimated and compared to the carrying amount. Where the carrying amount exceeds its recoverable amount, an impairment loss is recognised in profit or loss unless the asset is carried at a revalued amount where the impairment loss is a revaluation decrease.

Stocks

Stocks are valued at the lower of cost and net realisable value, after making due allowance for obsolete and slow moving items.

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees. Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes. Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Investments

Fixed asset investments are shares held under cost model less any accumulated impairment losses.

Measurement of Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net or any trade discounts due.

Cash at Bank and on Hand

Cash at bank and cash in hand includes cash and any short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

Creditors and Loans

Creditors and loans are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and loans are normally recognised at their settlement amount after allowing for any trade discounts due.

VAT

The Clanranald Trust for Scotland is not VAT registered, therefore expenditure is recognised inclusive of VAT.