## **APPENDIX 1** 


|<br>**Trustees’ Annual Report for the period**|<br>**Trustees’ Annual Report for the period**|<br>**Trustees’ Annual Report for the period**|<br>**Trustees’ Annual Report for the period**|<br>**Trustees’ Annual Report for the period**|<br>**Trustees’ Annual Report for the period**|<br>**Trustees’ Annual Report for the period**|<br>**Trustees’ Annual Report for the period**|
|---|---|---|---|---|---|---|---|
||Period start date||||Period end date|||
||Day|Month|Year||Day|Month|Year|
|From|01st|Septe<br>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)**|**Dates acted if**<br>**not for whole year**|**Name of person**<br>**(or body) entitled to**<br>**appoint trustee (if any)**|
|---|---|---|---|---|
|**1**<br>**2**<br>**3**<br>**4**<br>**5**<br>**6**<br>**7**<br>**8**<br>**9**<br>**10**<br>**11**<br>**12**<br>**13**<br>**14**<br>**15**<br>**16**<br>**17**<br>**18**<br>**19**<br>**20**|Archibald McIntyre|Chair|||
||Bruce McIntyre|Vice chair|||
||Valerie Bichener|Secretary|||
||Cass Wright||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||





**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**|**Name**|**Dates acted if not for whole year**|
|---|---|---|
||||
||||
||||
||||
|**Structure, governance and management**|||
||||
|**Type of governing document**<br>**Trustee recruitment and appointment**|||
||The Charity is a Company limited by guarantee with no Share Capital. It is<br>governed by its constitution. The Trust was granted charitable status by<br>OSCR in 2008.||
||N/A. Clan MacIntyre Trust is working towards winding up the Trust.||
||||
|**Objectives and activities**|||
|**Charitable purposes**<br>**Summary of the main activities**<br>**in relation to these objects**|||
||To record Clan MacIntyre records and carry out further work on<br>genealogical records to include DNA research pending winding up of the<br>Trust.||
||The remaining Trustees have decided to distribute the residual balance of<br>the Trust to suitable Charitable Organisations in line with our own<br>activities. This will allow the Trust to be wound up.||





**2** 

## **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)** 



**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)** _**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**|**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**<br>**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**<br>**funds**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br> **-**<br>**473**<br>**595**<br> **114**<br> <br> **1,182**<br> **-**<br> **1,182**<br>**1,182)**<br>**(**||**Restricted**<br>**funds**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**||||**Expendable**<br>**endowment**<br>**funds**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**||||**Permanent**<br>**endowment**<br>**funds**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**||||**Total funds**<br>**current period**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**||||**Total funds last**<br>**period**<br>**to nearest £**|
|Donations|**-**||||||||||||||**-**||||**-**|
|Legacies|||||||||||||||**-**|||||
|Grants|||||||||||||||**-**|||||
|Receipts from fundraisingactivities|||||||||||||||**-**|||||
|Gross tradingreceipts|||||||||||||||**-**|||||
|Income from investments other than<br>land and buildings|||||||||||||||**-**|||||
|Rents from land & buildings|||||||||||||||**-**|||||
|Gross receipts from other charitable<br>activities|||||||||||||||**-**|||||
||||||||||||||||**-**|||||
|**_A1 Sub total_**|**-**||||||||||||||**-**||||**-**|
|**A2 Receipts from asset &**<br>**investment sales**|||||||||||||||**-**<br>**-**<br>**-**<br>**-**|||||
|Proceeds from sale of fixed assets||||||||||||||||||||
|Proceeds from sale of investments||||||||||||||||||||
|**_A2 Sub total_**|**-**||||||||||||||||||**-**|
|**_Total receipts_ **<br>**A3 Payments**||||||||||||||||||||
||||||||||||||||||||**-**|
|||||||||||||||||||||
|Expenses for fundraising activities|||||||||||||||**-**|||||
|Gross trading payments|||||||||||||||**-**|||||
|Investment management costs|||||||||||||||**-**|||||
|Payments relating directly to charitable<br>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**<br>**investment movements**||||||||||||||||||||
|Purchases of fixed assets||||||||||||||||||||
|Purchase of investments||||||||||||||||||||
|**_A4 Sub total_ **|**-**||||||||||||||||||**-**|
|**_Total payments_ **<br>**_Net receipts / (payments)_**<br>**A5 Transfers to / (from) funds**<br>**_Surplus / (deficit) for year_**||||||||||||||||||||
||||||||||||||||||||**2,872**|
|||||||||||||||||||||
||||||||||||||||||||**2,872)**<br>**(**|
|||||||||||||||||||||
||||||||||||||||**-**|||||
||**1,182)**<br>**(**||**-**||||**-**||||**-**||||**1,182)**<br>**(**|||||
||**1,182)**<br>**(**||**-**||||**-**||||**-**||||**1,182)**<br>**(**||||**2,872)**<br>**(**|





APPENDIX 2 

**The Clan MacIntyre Trust** 

**SC039807** 

## **Section B Statement of balances** 

|**Categories**<br>**Signed by one or two trustees**<br>**on behalf of all the trustees**<br>**B3 Other assets**<br>**B5 Contingent liabilities**<br>**B4 Liabilities**<br>**B1 Cash funds**<br>**B2 Investments**|**Details**<br>Surplus / (deficit) shown on receipts and<br>payments account<br>**Signature***<br>**Details**<br>**Details**<br>**Cash and bank balances at end of year**<br>(Agree balances with receipts and payments<br>account(s))<br>Cash and bank balances at start of year<br>**Details**<br>**Details**|**Unrestricted**<br>**funds**<br>**to nearest £**<br>**4,404**<br>**1,182)**<br>**(**<br>**3,222**<br>-|**Restricted funds**<br>**Expendable**<br>**endowment**<br>**funds**<br>**Permanent**<br>**endowment**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br> <br>-<br>-<br>-<br>**Total**<br>**Cost (if available)**<br>**to nearest £**<br>**Total**<br>**-**<br>**Total**<br>**Total**<br>**Fund to which asset belongs**<br>**Print Name**<br>**Fund to which liability relates**<br>**Fund to which asset belongs**<br>**Fund to which liability relates**|**Restricted funds**<br>**Expendable**<br>**endowment**<br>**funds**<br>**Permanent**<br>**endowment**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br> <br>-<br>-<br>-<br>**Total**<br>**Cost (if available)**<br>**to nearest £**<br>**Total**<br>**-**<br>**Total**<br>**Total**<br>**Fund to which asset belongs**<br>**Print Name**<br>**Fund to which liability relates**<br>**Fund to which asset belongs**<br>**Fund to which liability relates**|**Restricted funds**<br>**Expendable**<br>**endowment**<br>**funds**<br>**Permanent**<br>**endowment**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br> <br>-<br>-<br>-<br>**Total**<br>**Cost (if available)**<br>**to nearest £**<br>**Total**<br>**-**<br>**Total**<br>**Total**<br>**Fund to which asset belongs**<br>**Print Name**<br>**Fund to which liability relates**<br>**Fund to which asset belongs**<br>**Fund to which liability relates**|**Restricted funds**<br>**Expendable**<br>**endowment**<br>**funds**<br>**Permanent**<br>**endowment**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br> <br>-<br>-<br>-<br>**Total**<br>**Cost (if available)**<br>**to nearest £**<br>**Total**<br>**-**<br>**Total**<br>**Total**<br>**Fund to which asset belongs**<br>**Print Name**<br>**Fund to which liability relates**<br>**Fund to which asset belongs**<br>**Fund to which liability relates**|**Total current**<br>**period**<br>**to nearest £**|**Total current**<br>**period**<br>**to nearest £**|**Total last period**<br>**to nearest £**|
|---|---|---|---|---|---|---|---|---|---|
||||||||**4,404**||**7,276**|
||||||||**1,182)**<br>**(**||**2,872)**<br>**(**|
||||||||**-**|||
||||||||**-**|||
||||||||**3,222**||**4,404**|
||||||||-<br>**Market valuation**<br>**to nearest £**<br>**-**<br>**Current value (if**<br>**available)**<br>**to nearest £**||-|
||||||||||**Last year**<br>**to nearest £**|
|||||||||||
|||||||||||
|||||||||||
|||||||||||
|||||||||||
||||||||||**-**|
||||||||||**Last year**<br>**to nearest £**|
|||||||||||
|||||||||||
|||||||||||
|||||||||||
|||||||||||
|||||||||||
|||||||||||
|||||||||||
|||||||||||
||||||**-**||**-**||**-**|
||||||||||**Last year**<br>**to nearest £**|
|||||||||||
|||||||||||
|||||||||||
|||||||||||
|||||||||||
||||||||||**-**|
||||||||||**Last year**<br>**to nearest £**|
|||||||||||
|||||||||||
|||||||||||
||||||||||**-**|
||||||||||**Date of**<br>**approval**|
||||Archibald Duncan Ogilvie McIntyre||||||27/05/2026|
||||Valerie Jane Bichener||||||27/05/2026|



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

2 

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)_ 

|**C3a Trustee remuneration**<br>**C4a Trustee expenses**<br>**C6 Other information**<br>**C5 Transactions with**<br>**trustees and connected**<br>**persons**<br>**C4b Trustee expenses -**<br>**details**<br>**C2 Grants**<br>**C3b Trustee remuneration -**<br>**details**|**Type of activity or project supported**|**Type of activity or project supported**|**Type of activity or project supported**|**Individual /**<br>**institution**|**Individual /**<br>**institution**|**Number of grants**<br>**made**|<br>**£**|
|---|---|---|---|---|---|---|---|
|||||||||
|||||||||
|||||||||
|||||||||
|||||||||
|||||||**Total**|**-**<br>|
|||||||||
||If no remuneration was paid during the period to any charity trustee or person connected to<br>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<br>(otherwise complete section 4b)|||||||
|||||||**Number of**<br>**trustees**|**£**|
|||||||||
|||||||||
|||||||||
|||||||||
|||||||||
||**Nature of relationship**||**Nature of transaction**|||**Transaction**<br>**amount (£)**|**Balance**<br>**outstanding at**<br>**period end (£)**|
||Trustee||Grant to cover a herarldry course.|||**595**|**0**|
||Trustee||Refunded trustee for admin costs<br>incurred.|||**519**|**0**|
|||||||||
|||||||||
|||||||||
|||||||||
|||||||||



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

3 

December 2007 



APPENDIX 2 

**The Clan MacIntyre Trust** 

**SC039807** 

## **Additional analysis (1)** 

## **Analysis of receipts and payments** 

## **1 Donations** 

|**1 Donations**|**1 Donations**||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||**Unrestricted**<br>**funds**<br>**to nearest £**||**Restricted funds**<br>**to nearest £**||**Expendable**<br>**endowment**<br>**funds**<br>**to nearest £**||**Permanent**<br>**endowment**<br>**funds**<br>**to nearest £**||**Total current**<br>**period**<br>**to nearest £**||**Total last period**<br>**to nearest £**|
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|**Total**<br>**2 Grants**||**-**||**-**||**-**||**-**||**-**||**-**|
|||**-**<br>**Unrestricted**<br>**funds**<br>**to nearest £**||**-**<br>**Restricted funds**<br>**to nearest £**||**-**||**-**||**-**<br>**Total current**<br>**period**<br>**to nearest £**||**-**<br>**Total last period**<br>**to nearest £**|
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|**Total**<br>**-**<br>**-**<br>**Unrestricted**<br>**funds**<br>**to nearest £**<br>**Total**<br>**-**<br>-<br>**3  Gross receipts from other charitable activities**||**-**||**-**||||||**-**||**-**|
|||||**-**<br>**Restricted funds**<br>**to nearest £**||**Expendable**<br>**endowment**<br>**funds**<br>**to nearest £**||**Permanent**<br>**endowment**<br>**funds**<br>**to nearest £**||**-**<br>**Total current**<br>**period**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**||**-**<br>**Total last period**<br>**to nearest £**|
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||**-**||**-**||**-**||**-**||**-**||**-**|
|||-||-||-||-||-||-|



## **4  Payments relating directly to charitable activities** 

|Admin expenses<br>Charges<br>Equipment<br>**Total**|**Unrestricted**<br>**funds**<br>**to nearest £**<br>**450**<br>**-                    50**<br>**73**|**Unrestricted**<br>**funds**<br>**to nearest £**<br>**450**<br>**-                    50**<br>**73**|**Restricted funds**<br>**to nearest £**|**Restricted funds**<br>**to nearest £**|**Expendable**<br>**endowment**<br>**funds**<br>**to nearest £**|**Expendable**<br>**endowment**<br>**funds**<br>**to nearest £**|**Permanent**<br>**endowment**<br>**funds**<br>**to nearest £**|**Permanent**<br>**endowment**<br>**funds**<br>**to nearest £**|**Total current**<br>**period**<br>**to nearest £**<br>**450**<br>**-                  50**<br>**73**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**Total current**<br>**period**<br>**to nearest £**<br>**450**<br>**-                  50**<br>**73**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**Total last period**<br>**to nearest £**|
|---|---|---|---|---|---|---|---|---|---|---|---|
||**450**||||||||**450**||**-**|
||**-                    50**||||||||**-                  50**||**213**<br>**-**|
||**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**<br>Donations<br>Legacies<br>Grants<br>Receipts from fundraisingactivities<br>Gross tradingreceipts<br>buildings<br>Rents from land & buildings<br>Gross receipts from other charitable activities<br>**_Sub total_**<br>**Receipts from asset & investment sales**|**Receipts**<br>Donations<br>Legacies<br>Grants<br>Receipts from fundraisingactivities<br>Gross tradingreceipts<br>buildings<br>Rents from land & buildings<br>Gross receipts from other charitable activities<br>**_Sub total_**<br>**Receipts from asset & investment sales**|**Unrestricted**<br>**fund 1 - enter**<br>**name of fund**<br>**below**|**Unrestricted**<br>**fund 1 - enter**<br>**name of fund**<br>**below**|**Unrestricted**<br>**fund 2 - enter**<br>**name of fund**<br>**below**|**Unrestricted**<br>**fund 2 - enter**<br>**name of fund**<br>**below**|**Unrestricted**<br>**fund 3 - enter**<br>**name of fund**<br>**below**|**Unrestricted**<br>**fund 3 - enter**<br>**name of fund**<br>**below**|**Unrestricted**<br>**fund 4 - enter**<br>**name of fund**<br>**below**|**Unrestricted**<br>**fund 4 - enter**<br>**name of fund**<br>**below**|**Total**<br>**unrestricted**<br>**funds**|**Total**<br>**unrestricted**<br>**funds**|**Total**<br>**unrestricted**<br>**funds last**<br>**period**|
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||**-**<br>||**-**||**-**||**-**||**-**||**-**|
||||||||||||||
|Proceeds from sale of fixed assets||||||||||**-**|||
|Proceeds from sale of investments||||||||||**-**|||
|**_Sub total_**<br>**_Total receipts_**<br>**Payments**||**-**<br>||**-**||**-**||**-**||**-**||**-**|
||||||||||||||
|||**-**||**-**||**-**||**-**||**-**||**-**|
|||||||||||-<br>|||
|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_**<br>**Payments relating to asset and investment**<br>**movements**||**1,182**||**-**||**-**||**-**||**1,182**||**2,872**|
|||||||||||-|||
|Purchases of fixed assets||||||||||**-**|||
|Purchase of investments||||||||||**-**|||
|**_Sub total_**<br>**_Total payments_**<br>**_Net receipts / (payments)_**<br>**Transfers to / (from) funds**<br>**_Surplus / (deficit) for year_**||**-**||**-**||**-**||**-**||**-**||**-**|
|||||||||||-|||
|||**1,182**||**-**||**-**||**-**||**1,182**||**2,872**|
|||||||||||-|||
|||**1,182)**<br>**(**||**-**||**-**||**-**||**1,182)**<br>**(**||**2,872)**<br>**(**|
||||||||||||||
|||||||||||**-**|||
||||||||||||||
|||**1,182)**<br>**(**||**-**||**-**||**-**||**1,182)**<br>**(**||**2,872)**<br>**(**|
|||||||||||-|||
|**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**<br>Donations<br>Legacies<br>Grants<br>Receipts from fundraisingactivities<br>Gross tradingreceipts<br>Income from investments other than land and<br>buildings<br>Rents from land & buildings<br>Gross receipts from other charitable activities<br>**_Sub total_**<br>**Receipts from asset & investment sales**|**Receipts**<br>Donations<br>Legacies<br>Grants<br>Receipts from fundraisingactivities<br>Gross tradingreceipts<br>Income from investments other than land and<br>buildings<br>Rents from land & buildings<br>Gross receipts from other charitable activities<br>**_Sub total_**<br>**Receipts from asset & investment sales**|**Restricted fund**<br>**1 - enter name of**<br>**fund below**|**Restricted fund**<br>**1 - enter name of**<br>**fund below**|**Restricted fund**<br>**2 - enter name of**<br>**fund below**|**Restricted fund**<br>**2 - enter name of**<br>**fund below**|**Restricted fund**<br>**3 - enter name of**<br>**fund below**|**Restricted fund**<br>**3 - enter name of**<br>**fund below**|**Restricted fund**<br>**4 - enter name of**<br>**fund below**|**Restricted fund**<br>**4 - enter name of**<br>**fund below**|**Total restricted**<br>**funds**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**Total restricted**<br>**funds**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**Total restricted**<br>**funds last**<br>**period**|
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||||||||||**-**|||
|||**-**||**-**||**-**||**-**||**-**||**-**|
|||||||||||-|||
|Proceeds from sale of fixed assets||||||||||**-**|||
|Proceeds from sale of investments||||||||||**-**|||
|**_Sub total_**<br>**_Total receipts_**<br>**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_**<br>**Payments relating to asset and investment**<br>**movements**||**-**||**-**||**-**||**-**||**-**||**-**|
|||||||||||-|||
|Purchases of fixed assets||||||||||**-**|||
|Purchase of investments||||||||||**-**|||
|**_Sub total_**<br>**_Total payments_**<br>**_Net receipts / (payments)_**<br>**Transfers to / (from) funds**<br>**_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 AC￿Unts 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 $tat8 whether pathular matters have come to my attention.
Ba818 of Inde￿ndent My examination is camed out in accordance with Regulation 11 of the 2006 Accounts
examlnges ststemont Regulations. kn examination includes a review of the accounting records kept by the
charity and a comparison of the accounts presented with those re¢ords. It also include8
Considerat￿)n of any unusual item5 or di8clo$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 •xamIne￿8 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 wh￿h accord with the accounting r￿OrdS 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 aCc￿nts 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
'P￿se ddeie the *rrds In the L¥aGkds rftw do nc4 appty. Ifth•word5 do ap*. $8turtthfM matters have ¢omEto Y￿rattent>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
d18cl￿O