2025-08-31-accounts - The Clan MacIntyre Trust

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APPENDIX 1

Trustees’ Annual Report for the period	Trustees’ Annual Report for the period	Trustees’ Annual Report for the period	Trustees’ Annual Report for the period	Trustees’ Annual Report for the period	Trustees’ Annual Report for the period	Trustees’ Annual Report for the period	Trustees’ Annual Report for the period
	Period start date				Period end date
	Day	Month	Year		Day	Month	Year
From	01st	Septe mber	2024	To	31st	August	2025

Office of the Scottish Charity Regulator

Reference and administration details

Charity name The Clan MacIntyre Trust Other names charity is known by Registered charity number SC039807 Charity’s principal address Birch Cottage Barcaldine Oban Scotland Postcode PA37 1SG

Names of the charity trustees on date of approval of Trustees’ Annual Report

	Trustee name	Office (if any)
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Archibald McIntyre	Chair
	Bruce McIntyre	Vice chair
	Valerie Bichener	Secretary
	Cass Wright

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	Name	Dates acted if not for whole year




Structure, governance and management

Type of governing document Trustee recruitment and appointment
	The Charity is a Company limited by guarantee with no Share Capital. It is governed by its constitution. The Trust was granted charitable status by OSCR in 2008.
	N/A. Clan MacIntyre Trust is working towards winding up the Trust.

Objectives and activities
Charitable purposes Summary of the main activities in relation to these objects
	To record Clan MacIntyre records and carry out further work on genealogical records to include DNA research pending winding up of the Trust.
	The remaining Trustees have decided to distribute the residual balance of the Trust to suitable Charitable Organisations in line with our own activities. This will allow the Trust to be wound up.

APPENDIX 1 Achievements and performance

Summary of the main achievements of the charity during the financial period

Financial review

Brief statement of the charity’s policy on reserves The remaining Trustees have decided to distribute the residual balance of the Trust to suitable Charitable Organisations in line with our own activities. This will allow the Trust to be wound up. Details of any deficit Donated facilities and services (if any)

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) OSCR will accept digital or typed signatures Full name(s) Archibald Duncan Ogilvie Valerie Bichener McIntyre Position (e.g. Chair) Chair Secretary Date 27/05/2026 27/05/2026

Enter SC No. below

APPENDIX 2

Enter charity name below

SC039807

The Clan MacIntyre Trust

	The Clan MacIntyre Trust	The Clan MacIntyre Trust	The Clan MacIntyre Trust	The Clan MacIntyre Trust	The Clan MacIntyre Trust	The Clan MacIntyre Trust	The Clan MacIntyre Trust	The Clan MacIntyre Trust	The Clan MacIntyre Trust	The Clan MacIntyre Trust	SC039807
	Receipts andpayments accounts
	For the period from	Period start date					Period end date
		Day	Month		Year	to	Day	Month		Year
		1st	September		2024		31st	August		2025

Section A Statement of receipts and payments
A1 Receipts	Unrestricted funds to nearest £ - - - - 473 595 114 1,182 - 1,182 1,182) (	Restricted funds to nearest £ - - - - - - -		Expendable endowment funds to nearest £ - - - - - - -			Permanent endowment funds to nearest £ - - - - - - -		Total funds current period to nearest £ - - - - - - - - -		Total funds last period to nearest £
Donations	-								-		-
Legacies									-
Grants									-
Receipts from fundraisingactivities									-
Gross tradingreceipts									-
Income from investments other than land and buildings									-
Rents from land & buildings									-
Gross receipts from other charitable activities									-
									-
*A1 Sub total*	-								-		-
A2 Receipts from asset & investment sales									- - - -
Proceeds from sale of fixed assets
Proceeds from sale of investments
*A2 Sub total*	-										-
*Total receipts* A3 Payments
											-

Expenses for fundraising activities									-
Gross trading payments									-
Investment management costs									-
Payments relating directly to charitable activities	473								473		258
Grants and donations	595								595		2,500
Governance costs:									-
Audit / independent examination	114								114		114
Preparation of annual accounts									-
Legal costs									-
Other									-
									-
**A3 Sub total **	1,182								1,182		2,872
A4 Payments relating to asset and investment movements
Purchases of fixed assets
Purchase of investments
**A4 Sub total **	-										-
*Total payments* *Net receipts / (payments)* A5 Transfers to / (from) funds *Surplus / (deficit) for year*
											2,872

											2,872) (

									-
	1,182) (	-		-			-		1,182) (
	1,182) (	-		-			-		1,182) (		2,872) (

APPENDIX 2

The Clan MacIntyre Trust

SC039807

Section B Statement of balances

Restricted funds Expendable endowment funds Permanent endowment funds to nearest £ to nearest £ to nearest £ - - - - - - Total Cost (if available) to nearest £ Total - Total Total Fund to which asset belongs Print Name Fund to which liability relates Fund to which asset belongs Fund to which liability relates	Restricted funds Expendable endowment funds Permanent endowment funds to nearest £ to nearest £ to nearest £ - - - - - - Total Cost (if available) to nearest £ Total - Total Total Fund to which asset belongs Print Name Fund to which liability relates Fund to which asset belongs Fund to which liability relates	Total current period to nearest £	Total last period to nearest £
		4,404	7,276
		1,182) (	2,872) (
		-
		-
		3,222	4,404
		- Market valuation to nearest £ - Current value (if available) to nearest £	-
			Last year to nearest £





			-
			Last year to nearest £









	-	-	-
			Last year to nearest £





			-
			Last year to nearest £



			-
			Date of approval
Archibald Duncan Ogilvie McIntyre			27/05/2026
Valerie Jane Bichener			27/05/2026

Appendix 2 - Accounts template (Clan MacIntyre) v2 / Statement of balances

December 2007

APPENDIX 2

The Clan MacIntyre Trust

SC039807

Section C Notes to the Accounts

C1 Nature and purpose of funds (may be stated on analysis of funds worksheets)

Type of activity or project supported	Type of activity or project supported	Number of grants made	£





		Total	-

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			£






If no expenses were paid to any charity trustee during the period then cross this box (otherwise complete section 4b)
		Number of trustees	£





Nature of relationship	Nature of transaction	Transaction amount (£)	Balance outstanding at period end (£)
Trustee	Grant to cover a herarldry course.	595	0
Trustee	Refunded trustee for admin costs incurred.	519	0

Appendix 2 - Accounts template (Clan MacIntyre) v2 / Notes

December 2007

APPENDIX 2

The Clan MacIntyre Trust

SC039807

Additional analysis (1)

Analysis of receipts and payments

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 £
					-
					-
					-
					-
Total 2 Grants	-	-	-	-	-	-
	- Unrestricted funds to nearest £	- Restricted funds to nearest £	-	-	- Total current period to nearest £	- Total last period to nearest £
					-
					-
					-
					-
Total - - Unrestricted funds to nearest £ Total - - 3 Gross receipts from other charitable activities	-	-			-	-
		- Restricted funds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	- Total current period to nearest £ - - - - - - - -	- Total last period to nearest £
					-
					-
					-
					-
					-
					-
					-
					-
	-	-	-	-	-	-
	-	-	-	-	-	-

4 Payments relating directly to charitable activities

Unrestricted funds to nearest £ 450 - 50 73	Restricted funds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	Total current period to nearest £ 450 - 50 73 - - - - - - - -	Total last period to nearest £
450				450	-
- 50				- 50	213 -
73				73	471
				-
				-
				-
				-
				-
				-
				-
				-
473	-	-	-	473	258
-	-	-	-	-	-

Appendix 2 - Accounts template (Clan MacIntyre) v2Additional notes (1)

December 2007

APPENDIX 2

SC039807

Additional analysis (2)

5 Breakdown of unrestricted funds

Receipts Donations Legacies Grants Receipts from fundraisingactivities Gross tradingreceipts buildings Rents from land & buildings Gross receipts from other charitable activities *Sub total* Receipts from asset & investment sales	Unrestricted fund 1 - enter name of fund below	Unrestricted fund 2 - enter name of fund below	Unrestricted fund 3 - enter name of fund below	Unrestricted fund 4 - enter name of fund below	Total unrestricted funds	Total unrestricted funds last period
					-
					-
					-
					-
					-
					-
					-
					-
	-	-	-	-	-	-

Proceeds from sale of fixed assets					-
Proceeds from sale of investments					-
*Sub total* *Total receipts* Payments	-	-	-	-	-	-

	-	-	-	-	-	-
					-
Expenses for fundraisingactivities					-
Gross tradingpayments					-
Investment management costs					-
Payments relatingdirectlyto charitable activities	473				473	258
Grants and donations	595				595	2,500
Governance costs:					-
Audit / independent examination	114				114	114
Preparation of annual accounts					-
Legal costs					-
					-
					-
*Sub total* Payments relating to asset and investment movements	1,182	-	-	-	1,182	2,872
					-
Purchases of fixed assets					-
Purchase of investments					-
*Sub total* *Total payments* *Net receipts / (payments)* Transfers to / (from) funds *Surplus / (deficit) for year*	-	-	-	-	-	-
					-
	1,182	-	-	-	1,182	2,872
					-
	1,182) (	-	-	-	1,182) (	2,872) (

					-

	1,182) (	-	-	-	1,182) (	2,872) (
					-
Nature andpurpose of funds

Appendix 2 - Accounts template (Clan MacIntyre) v2Additional notes (2)

December 2007

APPENDIX 2

The Clan MacIntyre Trust

SC039807

Additional analysis (3)

6 Breakdown of restricted funds

Receipts Donations Legacies Grants Receipts from fundraisingactivities Gross tradingreceipts Income from investments other than land and buildings Rents from land & buildings Gross receipts from other charitable activities *Sub total* Receipts from asset & investment sales	Restricted fund 1 - enter name of fund below	Restricted fund 2 - enter name of fund below	Restricted fund 3 - enter name of fund below	Restricted fund 4 - enter name of fund below	Total restricted funds - - - - - - - -	Total restricted funds last period
					-
					-
					-
					-
					-
					-
					-
					-
	-	-	-	-	-	-
					-
Proceeds from sale of fixed assets					-
Proceeds from sale of investments					-
*Sub total* *Total receipts* Payments	-	-	-	-	-	-
	-	-	-	-	-	-
					-
Expenses for fundraising activities					-
Gross trading payments					-
Investment management costs					-
Payments relating directly to charitable activities					-
Grants and donations					-
Governance costs:					-
Audit / independent examination					-
Preparation of annual accounts					-
Legal costs					-
					-
					-
*Sub total* Payments relating to asset and investment movements	-	-	-	-	-	-
					-
Purchases of fixed assets					-
Purchase of investments					-
*Sub total* *Total payments* *Net receipts / (payments)* Transfers to / (from) funds *Surplus / (deficit) for year*	-	-	-	-	-	-
					-
	-	-	-	-	-	-
					-
	-	-	-	-	-	-

					-

	-	-	-	-	-	-
					-
Nature andpurpose of funds

Appendix 2 - Accounts template (Clan MacIntyre) v2Additional notes (3)

December 2007

APPENDIX 3 OSCR Scottith Chaity Re8uLknr Inde -endent examiner's re Report to the Charity nan tru8taeslmornbev8 of IThe Clan Maclntyre Twst R8glstered ¢hartty SC 039807 number On the accounts of the charity for the porfod ort on the accounts Peric¥i start date Month Period end date Month Y•ar YMr 2024 31" Au9U 2025 Sot out on po901 10 to kndud•thfr po9• umtm ofaddiknal Jjheetsl rn•ponslbllltles of tru8t•es and examln•r The charity'$ trustees are responsible for the preparab'on of tho accounts in accordanGe wtth the tern of the Charlties and Trustee Investrnent {ScoUandl 2005 Act and the Charities ACUnts Iscoltandl Regulations 2006 las amendedl. Thè charity trustees consider that Iha audrt requirerfftnl of Regulation 1011) Idl of the Accounts Regulations doe5 not appty. 11 is my reswjnsibilty to examine the accounts as required under section 44111 Icl ol the Act and to $tat8 whether pathular matters have come to my attention. Ba818 of Indendent My examination is camed out in accordance with Regulation 11 of the 2006 Accounts examlnges ststemont Regulations. kn examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those re¢ords. It also include8 Considerat)n of any unusual item5 or di8clo$ures in the accounts and seeks explanations from the InJ$tees conc8ming any such matters. The procedures undertaken do not provide all the evidence that would be required in an audrt and. consequenuy, I do not express an audit opinion on the view given by the accounts. Ind•p•ndont •xamIne8 I In the course of my examination. no matter has come to my attention lother than that •tstem•nt dls¢losed on the attached pag8'1 whkh gNes reasonab$6 cause to believe that in any material respect the requirements.. to keep accounting words in aeeordance wrth section 44{1} {a} of the 2005 Act and Regulation 4 of the 20C6 Accounts Regulations, and to prepare &counls whh accord with the accounting rOrdS and compty wlth Regulation 9 of the 2006 Accounts Regulatr)ns have t been mrf or 2. to which, in my opinion. attenb.on should be drawn in order to enable a propor .the aCcnts to be reached. 0atO'. 27/0512026 Slgnod- Name: R•levant professional qualrfication{sl or b¢xly I (If any): Addres•." Iain D C Webster CA Institute of Chartered Accountants of Scotland The Old Surgery Schtsol Road Tarbert Argyll PA2 9 6UL 'Pse ddeie the rrds In the L¥aGkds rftw do nc4 appty. Ifth•word5 do ap. $8turtthfM matters have ¢omEto Yrattent>Jn on the ft4kwing pag8. ' OSCR wll avApt d¥rtal svjnalures

APPENDIX 3 Disclosure section Onty wnplete rf the examiner needs to highlwht rnatsrial problems. Give ho brief detslls of any iloms that the •x•minèr wishes to d18clO