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← Grampian Opportunities (SCIO)

2025-06-30-accounts

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Scottish Charity Regulator
www.oscr.org.uk $C030396
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Grampian Opportunities Trustees’ Annual Report Period 1 July 2024 to 30 June 2025

Grampian | Opportunities Grampian Opportunities (SCIO) Scottish Charity Number: SC030396

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54 West High Street Inverurie AB51 3QR

Website: www.grampianopportunities.org.uk

Charity Trustees

P| Grampian Opportunities Board Chairperson. Appointed May 2021 Chair since January 2023

| bring over 30 years of extensive experience in the health and social care sector, having held a range of leadership roles including service manager, project lead, and advocate across diverse areas such as short breaks, autism support, and community-based initiatives. My career reflects a deep commitment to person-centred care and inclusive practice.

In addition to my professional background, | have over three decades of lived experience in autism, shaped by her journey as a parent to an autistic son, now an adult. This personal insight informs my empathetic approach and strengthens my advocacy for meaningful support systems.

My entrepreneurial experience—having successfully run a children’s business—adds a valuable dimension to her skill set, particularly in areas of quality assurance, HR, operational management, and governance. This blend of commercial and care-sector expertise enables her to contribute strategically to the development and sustainability of Grampian Opportunities.

Driven by a passion to improve lives and create opportunities for individuals to thrive, | was drawn to Grampian Opportunities by its ethos and values, which closely align with her own. | am proud to support the charity’s mission by sharing my knowledge across both public and private sectors, and by championing inclusive, empowering environments for staff, volunteers, and the people the charity supports.

EE: 20:20 Opportunities Trustee since May 2021

| joined the Board of Grampian Opportunities in 2021, bringing over 35 years of diverse professional experience and deep-rooted local knowledge, having lived and worked in the Grampian region throughout my life. My career spans land management, customerfocused retail leadership, and public service, currently serving as a trusted Elected Member of the local authority.

My strong connections across both business and community sectors give me a unique perspective on the opportunities available to improve lives and enhance the environment ~~L. (ERRIGADIMGSte. . an

we share. My insight into local needs and strategic development is a valuable asset to the charity’s governance and future planning.

As a mother of three grown-up sons and a passionate advocate for inclusive communities. | am committed to creating nurturing environments where individuals are empowered to pursue their ambitions and live life to the fullest. My personal values closely align with the ethos of Grampian Opportunities, and | am proud to contribute my expertise across both private and public sectors to support the charity's mission, its dedicated staff and volunteers, and the people it supports.

GE sampian Opportunities Trustee since May 2024

| am a respected and well-known businessman within the Grampian region, recognised for my strong moral values, commitment to ethical leadership, and deep-rooted family principles. With a longstanding reputation for integrity and community engagement, bringing a wealth of practical experience and strategic insight to the Board of Grampian Opportunities.

| joined the charity during a pivotal period of transformation, and played a key role in revitalising its physical environment—providing hands-on support to rebuild and enhance the premises, creating a welcoming and inclusive space for both staff and the individuals the charity supports.

My business acumen can support the Board, particularly at a time when many charities face increasing financial and operational pressures. | can contribute to the development of robust business plans and long-term strategies, ensuring the sustainability and resilience of Grampian Opportunities.

Our Vision

Empowering People, Strengthening Communities

We are delighted to introduce you to the work we do across the Grampian region to support individuals in living fuller, more independent lives.

Since becoming a registered charity (SCIO SC030396) in June 2000, we’ve grown and adapted in response to the evolving needs of our communities. By listening closely to the people we support—through steering groups and community conversations—we’ve reshaped our services to be more inclusive, person-centred, and impactful. We're proud to deliver our work through four dedicated teams, each focused ona different area of support:

Day Service Opportunities

Helping individuals develop life skills, build confidence, and discover their talents through a wide range of activities. This service offers a safe and supportive environment where people can grow, connect, and thrive.

Therapeutic & Well-being

Supporting people facing mental health challenges with therapeutic activities and practical strategies. Our goal is to help individuals regain control, build resilience, and feel empowered in their everyday lives.

SIRD (Self-Directed Support)

We guide individuals through the self-directed support process, ensuring they understand their rights and options. We help prepare draft support plans, attend reviews, and advocate for fair and respectful treatment. We also host “Our Voice Direct to You”, a group for parent carers and families that feeds directly into Scottish Government policy discussions.

Community Engagement

Focused on employability and inclusion, this team runs preparation courses that support people into education, training, employment, or self-employment. We also work with employers to ensure ongoing support for successful placements.

Beyond employability, we offer vibrant community groups open to everyone:

Lads’ Club — A welcoming space for men to meet, chat, play games, and build models. Get Creative — Led bya local artist, this group explores art through various mediums and projects.

Community Café — Held every second Wednesday, serving homemade cakes, coffee, and tea. All proceeds go directly to supporting our activities.

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Fee
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CHARTER OF RIGHTS

At Grampian Opportunities, we are committed to ensuring that every individual is treated with dignity, respect, and equality. This Charter outlines your rights when accessing our services.

Fundamental Rights. You have the right to:

Be treated with respect, dignity, and fairness at all times.

Make choices about your life, learning, and work. Participate fully in activities and decisions that affect you. Live free from discrimination, abuse, or neglect. Access support that is tailored to your needs and aspirations.

In Day Services

You have the right to:

Engage in meaningful activities that promote your skills, confidence, and wellbeing. Be supported in a safe, inclusive, and welcoming environment. Have your voice heard in shaping the services you receive.

Receive support that promotes your independence and personal growth.

In Employability Courses

You have the right to:

Access training and support that prepares you for work, education, or volunteering. Be supported to explore realistic employment opportunities.

Receive help in building confidence, communication, and workplace skills. Be treated fairly by employers and supported during your transition into work.

Your Voice Matters

You can raise concerns or give feedback without fear.

You can join groups like “Our Voice Direct to You” to influence policy and practice. You have the right to advocacy and representation in decisions about your care and support.

Legal Protections

Your rights are protected under:

The Human Rights Act 1998

The Equality Act 2010

The Social Care (Self-directed Support) Act 2013

Scotland’s Keys to Life strategy for people with learning disabilities

The Scottish Government's commitment to freedom, dignity, choice, and control for disabled people

5

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Equality of Opportunity Statement

GO is committed to promoting an environment of equality and opportunity. There is also a commitment to reducing the stigma and disadvantage, which surrounds disability and mental health problems. We promote good practice and challenge areas where change or improvement is needed. The Purposes are:

Three brand value messages guide our work:

Board Statement As we reflect on the past year, the Board of Trustees is proud to acknowledge the continued growth and resilience of Grampian Opportunities in what remains a challenging climate for the third sector. In 24/25, we have seen a marked increase in organisational stability, the expansion of our networks, and a rise in the number of trained and dedicated staff. These developments, alongside growing community support and enhanced funding, have strengthened our ability to deliver on our mission.

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This year also marked the development of a new Strategic direction—shaped by listening to the voices of the people and communities we serve. This strategy provides a clear and purposeful roadmap for the future, ensuring that our work remains rooted in real needs and lived experiences.

Despite the ongoing pressures of the cost of living crisis, Grampian Opportunities has continued to enable individuals to make informed choices, take control of their lives, and pursue independent and fulfilling futures. Our projects and groups have remained vibrant and active, driven by the energy and enthusiasm of everyone involved. We are especially grateful to our members, staff, and volunteers. Your unwavering commitment and collective effort have been instrumental in embedding our values and purpose more deeply than ever before. Together, we have laid strong foundations for the future. On behalf of the Board, thank you for all you do to make Grampian Opportunities a place of hope, empowerment, and meaningful change.

Structure, Governance and Management

Grampian Opportunities (SCIO)

Grampian Opportunities (SCIO) was incorporated as a Scottish Charitable Incorporated Organisation on 03 April 2019 as a result of the conversion of the charitable company Grampian Employment Opportunities SC208239. First registered as a charity from 19 June 2000, our Scottish Charity number SC030396 remains unchanged.

Over the past year, Grampian Opportunities has undergonea period of significant transformation, guided by the Board’s commitment to strong governance and long-term sustainability. Following the previous year’s decision to commission an external consultant to review the charity's compliance, systems, and delivery against its charitable purposes, the Board acted decisively on the findings. This included a full review of internal structures and the successful recruitment of a new manager after the previous post-holder stepped down due to ill health. The consultant, who initially led the organisational review, was appointed as CEO. Under their leadership, a new strategic direction was developed and presented to the Board, alongside the implementation of more robust systems and processes. These changes have strengthened our operational foundations and clarified our purpose. The foresight of the Boardin initiating this process was pivotal. As a result, Grampian Opportunities is now better

Trustee Recruitment and Appointment

Trustee recruitment took place and two people were identified but unable to join the Board until after July 2024. Recruitment continues quarterly, however recruiting to Boards is a national issue discussed within Scottish Government. We area rural Charity in the NE of Scotland which makes any recruitment a challenge. Me ee ee ee yiSSSSSSSSeSeSSSSSSSSeeeeeeeeeeeeeeeeeeeeeeeeeeeee

Note: The maximum number of charity trustees is 11 and the minimum is 3.

The board may at any time appoint any member to be a charity trustee. At each AGM, the members may elect any member to be a charity trustee.

Achievements

These achievements reflect the resilience and dedication of our team, Board, and community. We are now well-positioned to build on this progress and continue delivering meaningful impact.

Networking / Making Connections

We continue to network and partner with other Organisations to enhance our delivery, support other Organisations by offering office space and trading skills. We currently work with, unpaid carers groups, debt agencies, AVA, Barnardo’s, local groups, Gordon Rural Action, CAB, NHS, cornerstone, AHSCP and church groups

Accounts

The overall position for the year ended 30 June 2025, shows the Charity to be in a healthy position. The Board continue to direct instructions for the focus to be on future proofing the financial sustainability of the Charity.

Statement of the charity’s policy on reserves

Our reserves policy review means we will hold two months minimum and ideally three months operating costs to ensure we have sufficient funds to maintain services and overheads until a sensitive handover is managed for all the people we currently support (staff, volunteers and supported people).

The timescale had been re-calculated and agreed due to the improved nature of the client group we support and the fact that our staff have successfully moved on and our newly recruited staff do not have the long-term conditions we previously supported.

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This policy will continue to be reviewed annually and more often if circumstances change.

Funding for the period 2024/2025

e Craigmyle Community Fund end August 2024

TeeOO 0

Declaration

Signed on behalf of the charity trustees:

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Designation Cnorr of truskes . |
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11

APPENDIX 2

Grampian Opportunities

SC030396

SC030396
Receipts and payments accounts
Period start date Period end date Period end date
For the period
from
01
July
Day
Month		 2024
Year		 to Day
Month
Year
30
June
2025
Section A Statement of receipts and payments
Unrestricted
funds
Restricted
funds		 Expendable
endowment
funds		 Permanent
endowment
funds		 Total funds
current period		 Total funds last
period
to nearest £
to nearest £		 to nearest £ to nearest £ to nearest £ to nearest £
A1 Receipts
Donations
7,432
7,432
7,771
Grants
49,030
103,031
152,061
43,476
Gross receipts from other charitable
activities
38,983
38,983
40,981
Bank interest
614
614
823
A1 Sub total 96,059
103,031
-
-
199,090
93,051
~~SS=.===~~
A2 Receipts from asset &
investment sales
Proceedsfromsale of fixed assets
-
-
Proceedsfromsale of investments
-
-
A2 Sub total -
-
-
-
-
-
Total receipts 96,059
103,031
-
-
199,090
93,051
~~—___——=~~
A3 Payments
Payments relating directly to charitable
activities
71,816
82,564
Governance costs:
Independent examination 250
Preparationofannualaccounts 500
A3 Sub total 72,566
82,564
-
~~===> ~~		 154,380
232,859
-
-
250
600
500
1,260
-
155,130
234,719
~~=—=~~
A4 Payments relating to asset and
investment movements
Purchases of fixed assets
-
-
Purchase of investments
-
-
A4 Sub total -
-
-
-
-
-
Total payments 72,566
82,564
-
-
155,130
234,719
~~===~~
Net receipts / (payments)
A5 Transfers to / (from) funds
Surplus / (deficit) for year		 23,493
20,467
-
82,767
82,767)
(
106,260
62,300)
(
-
~~=== ~~		 -
43,960
141,668)
(
-
-
-
43,960
141,668)
(
~~===~~
Page 1

APPENDIX 2

Grampian Opportunities

SC030396

Section B Statement of balances

Categories
Signed by one or two trustees
on behalf of all the trustees
Page 2
B3 Other assets
B5 Contingent liabilities
B4 Liabilities
B1 Cash funds
B2 Investments		 Details Unrestricted
funds
to nearest £
33,374)
(
106,260
396)
(		 Restricted funds
to nearest £
80,457
62,300)
(
2,310		 Expendable
endowment
funds
to nearest £		 Permanent
endowment
funds
to nearest £		 Total current
period
to nearest £		 Total last period
to nearest £
Cashand bankbalances at start ofyear 47,083 188,751
Surplus / (deficit) shown on receipts and
payments account		 43,960 141,668)
(
Other movements 1,914
-
Cash and bank balances at end of year
Details		 72,490 20,467 - - 92,957 47,083
-
-
-
Fund to which
-
-
-
asset belongs Market valuation
to nearest £		 Last year
to nearest £
Details Fund to which asset belongs Total
Cost (if available)
to nearest £		 -
-
Current value (if
available)
to nearest £		 Last year
to nearest £
FixedAssets Unres tricted **23,454 ** 3,526 5,289
FixedAssets Restr icted 24,085 4,620 6,930
TradeDebtors Unres tricted **4,682 ** **4,682 ** 3,099
Details Total
Fund to which l		 52,221 12,828 15,318
iability relates Amount due
to nearest £		 Last year
to nearest £
Creditors andAccruals Unrest ricted 1,417 1,723
PensionCreditor Unrest ricted **2,052 ** 2,146
PAYEControl Unrest ricted - 176
Details Fund to which l Total
iability relates		 3,469 4,045
Amount due
(estimate)
to nearest £		 Last year
to nearest £
Signature* Print Name Total -
-
Date of approval
11 December 2025

Grampian Opportunities - Charity Accounts - 30 June 2025 V2 draft / Statement of balances 2

December 2007

APPENDIX 2

Grampian Opportunities

SC030396

Section C Notes to the Accounts

C1 Nature and purpose of funds

Individual / Number of grants £ Type of activity or project supported institution made C2 Grants Total - C3a Trustee remuneration If no remuneration was paid during the period to any charity trustee or person connected to a trustee cross this box (otherwise complete section 3b) X £ Authority under which paid C3b Trustee remuneration - details C4a Trustee expenses If no expenses were paid to any charity trustee during the period then cross this box (otherwise complete section 4b) X Number of £ trustees C4b Trustee expenses - details Transaction Balance amount (£) outstanding at Nature of relationship Nature of transaction period end (£) C5 Transactions with trustees and connected persons C6 Other information No transactions with Truestees during the year.

Page 3

Grampian Opportunities - Charity Accounts - 30 June 2025 V2 draft / Notes 3

December 2007

APPENDIX 2

Grampian Opportunities

SC030396

Additional analysis (1)

Analysis of receipts and payments

1 Donations

1 Donations 1 Donations
Unrestricted
funds
to nearest £		 Restricted funds
to nearest £		 Expendable
endowment
funds
to nearest £		 Permanent
endowment
funds
to nearest £		 Total current
period
to nearest £		 Total last
period
to nearest £
Under £500-Various 4,682 4,682 7,771
Donation from Making A Locally Ltd 1,000 1,000 -
Donation from Kellockbank Ltd 1,750 1,750 -
Total 7,432 - - - 7,432 7,771

2 Grants

2 Grants 2 Grants
Unrestricted
funds
to nearest £		 Restricted funds
to nearest £		 Total current
period
to nearest £		 Total last
period
to nearest £
The Robertson Trust - 10,000 10,000 17,600
Inspiring Scotland SIRD - 83,031 83,031 20,876
Foundation Scotland Go to Work Club 5,000 5,000 5,000
Screwfix Foundation 5,388 5,388 -
Peoples Postcode 25,000 25,000 -
Scottish Hydro Electric 3,642 3,642 -
National Lottery Community Fund 10,000 10,000 20,000 -
- -
Total 49,030 103,031 152,061 43,476

3 Gross receipts from other charitable activities

Unrestricted
funds
to nearest £		 Unrestricted
funds
to nearest £		 Restricted funds
to nearest £		 Expendable
endowment
funds
to nearest £		 Permanent
endowment
funds
to nearest £		 Total current
period
to nearest £		 Total current
period
to nearest £		 Total last
period
to nearest £
Day Services 30,303 30,303 20,748
DWP-Access to Work 471 471 7,306
Other Income 8,209 8,209 12,927
-
Total 38,983 - - - 38,983 40,981

4 Payments relating directly to charitable activities

Unrestricted
funds
to nearest £		 Unrestricted
funds
to nearest £		 Restricted funds
to nearest £		 Expendable
endowment
funds
to nearest £		 Permanent
endowment
funds
to nearest £		 Total current
period
to nearest £		 Total current
period
to nearest £		 Total last
period
to nearest £
Staff Salaries and NI 46,022



10,777 56,799




111,421
Agency Staff - 42,840 42,840 37,529
Pension Costs 1,338 - 1,338 1,852
Rent and Utilities 14,349 8,851 23,200 25,328
Volunteer Expenses 293 900 1,193 5,684
Other Costs and Overheads 9,814 19,196 29,010 51,045
Total 71,816 82,564 - - 154,380 232,859

Page 4

Grampian Opportunities - Charity Accounts - 30 June 2025 V2 draftAdditional notes (1)

December 2007

APPENDIX 2

SC030396

Grampian Opportunities

Additional analysis (2)

Receipts
5 Breakdown of unrestricted funds		 General
Unrestricted
Fund		 General
Unrestricted
Fund		 Total
unrestricted
funds		 Total
unrestricted
funds last
period
Donations
Grants
Gross receipts from other charitable activities
Bank interest		 7,432 7,432 6,693
49,030 49,030 20,876
38,983 38,983 36,928
614 614 823
Sub total
Receipts from asset & investment sales		 96,059 - - - 96,059 65,320
-
Proceeds from sale of fixed assets
Proceeds from sale of investments		 - -
- -
Sub total
Total receipts
Payments		 - - - - - -
96,059 - - - 96,059 65,320
-
Payments relating directly to charitable activities
Governance costs:
Independent examination
Preparation of annual accounts		 71,816 71,816 127,266
- -
250 250 300
500 500 630
-
Sub total
Payments relating to asset and investment
movements		 72,566 - - - 72,566 128,196
-
Purchases of fixed assets
Purchase of investments		 - -
- -
Sub total
Total payments
Net receipts / (payments)
Transfers to / (from) funds
Surplus / (deficit) for year		 - - - - - -
-
72,566 - - - 72,566 128,196
-
23,493 - - - 23,493 62,876)
(
82,767 82,767 26,014)
(
106,260 - - - 106,260 88,890)
(
-
Nature andpurpose of funds

Page 5

Grampian Opportunities - Charity Accounts - 30 June 2025 V2 draftAdditional notes (2)

December 2007

APPENDIX 2

SC030396

Grampian Opportunities

Additional analysis (3)

6 Breakdown of restricted funds

6 Breakdown of restricted funds
Receipts Inspiring
Scotland SIRD		 The Robertson
Trust		 Awards For All Total restricted
funds		 Total restricted
funds last
period
Donations
Grants
Gross receipts from other charitable activities
Bank interest		 - - 1,078
83,031 10,000 10,000 **103,031 ** 22,600
- 4,053
- -
Sub total
Receipts from asset & investment sales		 83,031 10,000 10,000 - 103,031 27,731
-
Proceeds from sale of fixed assets
Proceeds from sale of investments		 - -
- -
Sub total
Total receipts
Payments		 - - - - - -
83,031 10,000 10,000 - 103,031 27,731
-
Payments relatingdirectlyto charitable activities
Governance costs:
Independent examination
Preparation of annual accounts		 82,564 - - **82,564 ** 105,593
- -
- - - - 300
- - - - 630
Sub total
Payments relating to asset and investment
movements		 82,564 - - - 82,564 106,523
-
Purchases of fixed assets
Purchase of investments		 - -
- -
Sub total
Total payments
Net receipts / (payments)
Transfers to / (from) funds
Surplus / (deficit) for year		 - - - - - -
-
82,564 - - - 82,564 106,523
-
467 10,000 10,000 - 20,467 78,792)
(
82,767)
(		 26,014
467 10,000 10,000 - 62,300)
(		 52,778)
(
-

Nature and purpose of funds

Page 6

Grampian Opportunities - Charity Accounts - 30 June 2025 V2 draftAdditional notes (3)

December 2007

APPENDIX 3

’ Independent examiner s report on the accounts V2 Report to the Grampian Opportunities trustees/members of

Registered charity SC030396
number
On the accounts of the Period start date
Period end date
charity for the period Day
Month
Year
Day
Month
Year
01
July
2024
to
30
June
2025
Set out on pages 1 to 6
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) 2005 Act and the
Charities Accounts (Scotland) Regulations 2006 (as amended). The charity trustees
consider that the audit requirement of Regulation 10(1) (d) 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 independent My examination is carried out in accordance with Regulation 11 of the 2006 Accounts
examiner’s statement Regulations. 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 seeks
explanations from the 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 viewgiven bythe accounts.
Independent examiner’s
statement		 In the course of my examination, no matter has come to my attention:
1.
which gives me reasonable cause to believe that in any material respect the
requirements:
•
to keep accounting records in accordance with section 44(1) (a) of the 2005 Act and
Regulation 4 of the 2006 Accounts Regulations, and
•
to prepare accounts which accord with the accounting records and comply with
Regulation 9 of the 2006 Accounts Regulations
have not been met, or
2. to which, in my opinion, attention should be drawn in order to enable a proper
understanding of the accounts to be reached.
Signed:** Date:
11 December 2025
Name:
Relevant professional
qualification(s) or body
(if any):
Address:

*Please delete the words in the brackets if they do not apply. If the words do apply, set out those matters which have come to your attention on the following page.

** OSCR will accept digital or typed signatures

APPENDIX 3

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No disclosures