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2025-06-30-accounts

McConnell International Foundation Scottish Charity No SC043201 Annual Report of the Trustees & Financial Statements For the year ended 30 June 2025

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Annual Report of the Trustees

For the year ended 30 June 2025

The Trustees have pleasure in presenting their report together with the financial statements and the independent examiner’s report for the year ended 30 June 2025.

Reference & Administrative Information

Charity Name

McConnell International Foundation Charity No SC043201

Registered address

Current Trustees

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Structure Governance & Management

Constitution

The Charity is a Scottish Charitable Incorporated Organisation (SCIO). It is governed by its constitution which was approved by the Trustees on 19 March 2012. The Foundation was granted charitable status by OSCR on 7 June 2012.

Appointment of Trustees

The charity’s Trustees are the only members of the SCIO and form the Board. They meet approximately four times per year as required. Trustees are appointed by the Board and serve a term of up to three years. They are eligible for further terms of reappointment at the Board’s discretion. The constitution requires there to be a minimum of 3 and not more than 12 Trustees.

Management

The Board of Trustees is responsible for the strategic direction and governance of the Foundation. During the period covered by this report there were no paid members of staff directly employed by the SCIO. Payments were made to third parties as contractors to help deliver the charity’s activities.

Objectives & Activities

Charitable purposes

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The Foundation exists to support the:

Objects

The Foundation has been established for charitable purposes only and its objects are, to:

Our activities

The Foundation makes grants, donations, loans, gifts or pensions to individuals and organisations to enable it to meet its purposes. It can also carry out activities or services itself.

Achievements & Performance

Trustees continue to discuss and plan the future development of the Foundation, while overseeing and approving ongoing activities.

The Foundation continues to fund a programme of scholarships in Malawi targeted towards vulnerable teenage girls who are likely to fail to complete their school years as a result of economic and social pressures. The MIF Keep Girls in School scholarship scheme began in 2022, expanded in 2023 and was maintained for another year through 2024-25

The scholarships now support 200 girls in 8 Community Day Secondary Schools in rural Malawi to attend school. Following evidence of successful impact, Trustees agreed plans to replenish the pupil numbers each year with the objective of maintaining numbers and successfully complete four years of secondary education for each girl.

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The Foundation has contracted the Women’s Legal Resource Centre (WOLREC), an NGO in Malawi, to organise the scholarships and appropriate payments. The Foundation continued to receive funding from Keep a Child Alive and other donors to match fund the funds raised by individual supporters of this programme throughout the year.

Financial Review

For the year ended 30 June 2025, the Foundation has raised or generated £42,364.

The two largest donations were both for the Keep Girls in School (KGIS) initiative in Malawi: £10,000 from the Postcode Lottery Charitable Trust; and £10,051 from Keep a Child Alive (KCA). It is intended that over time this income will be matched with expenditure as it is incurred. Any excess of income over expenditure in this respect is due to timing. Other material income has come via donations from the Chair of £3,500 and from Susan Dalgety (£1,006).

Of the total income £37,405 is classified as restricted and, in this case, is only to be used for the Malawi projects. The balance of £4,958 is unrestricted income and may be used on the general running of the Foundation.

Expenditure to 30 June 2025 totaled £39,359.

Expenditure on projects in Malawi totalled £35,606 the biggest single item of which was £29,298 paid to WOLREC in respect of the KGIS initiative. Payments totalling £6,309 were made in respect of project management, fundraising, monitoring and evaluation of KGIS in accordance with arrangements approved by the Trustee Board. A donation of £500 was made to UNICEF.

In this financial year 2024-25, income exceeded payments by £3,005 and the Foundation had a healthy reserve balance of £41,673 on 30 June 2025.

Reserves Policy

The Trustees’ policy is to maintain reserves in order to meet future commitments and to cover any unexpected expenditure. Reserves at the end of the year were £41,673 which is considered to be at a level more than sufficient to meet the Foundation’s needs for the foreseeable future.

Plans for Future Periods

The Trustees intend to continue to develop the Foundation in line with the charity’s purpose and objects.

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_________ Approved by the Trustees on and signed on their behalf by:

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Independent Examiner’s Report For the year ended 30 June 2025

I report on the accounts for the Foundation for the year ended 30 June 2025 which are set out on pages 7 to 10.

Respective Responsibilities of trustees and independent examiner

The trustees are responsible for the preparation of the accounts in accordance with the terms of the Charities Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulation 2006. The 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 Opinion

My examination is 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 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 accounts.

Independent Examiners’ statements

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:

  2. to keep accounting records in accordance with Section 44(1) (a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations; and

  3. to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 2006 Accounts Regulations have not been met; or

  4. to which in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Chartered Accountant

Date:

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Statement of Receipts Statement of Receipts and Payments and Payments
Forthe year ended 30 June 2025
Receipts Note Restricted Unrestricted Total Total
Funds Funds 2025 2024
£ £ £
Donations, GiftAid 4 37,406 4556 41,962 40,460
and other income
Bank Interest Nil 402 402 616
Transferfrom Nil Nil Nil Nil
unrestricted to
restricted funds
Total Receipts 37,406 4,958 42,364 41,076
Payments 5 (36,337) (3,022) (39,359) (44,395)
Surplus/(Deficit) for the 1,069 1,936 3,005 (3,319)
year

Statement of Balances — As at 30 June 2025

Funds Reconciliation Restricted Unrestricted Total
Funds Funds
£ £ £
Cash at Bank& In Hand at 24,885 13,783 38,668
1 July2024
Surplus/(Deficit) for the year 1,069 1,936 3,005
Cash at Bank& In Hand at 25,954 15,719 41,673
30June2025

The notes on pages 7 to 9 form an integral part of these accounts.

Approved by the Trustees on

and signed on their behalf by:

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pO
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Chair

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Notes to the Accounts – For the Year Ended 30 June 2025

1. Basis of Accounting

These accounts have been prepared on the Receipts & Payments basis in accordance with the Charities & Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended).

2. Nature and purpose of funds

Unrestricted funds are those that may be used at the discretion of the Trustees in furtherance of the objects of the charity. The Trustees maintain a single unrestricted fund for the day-to-day running of the Foundation and reserves. Restricted funds may only be used for specific purposes. Restrictions arise when specified by the donor or when funds are raised for specific purposes.

During the period, restricted and unrestricted income was received by the Foundation as identified in note 4 below.

3. Related Party Transactions

No remuneration was paid to any Trustee or to any connected persons during the period. No travel expenses were paid to Trustees in this period (2024 £Nil). Donations were received from Lord McConnell of £3,500.

4. Income Received

Principal income sources Restricted
Funds
Unrestricted
Funds
Total
2025
Total 2024
£ £ £ £
Donations from other
charities
13,442 Nil 13,442 27,155
Postcode Lottery 10,000 Nil 10,000
Donations from
individuals/organisations
Scottish Government Nil Nil Nil 3,540
From individuals 10,136 3,500 13,636 7,543
Other 1,552 50 1,602 105
Total from charities/
individuals/organisations
35,130 3,550 38,680 38,343
Gift Aid 2,276 1,006 3,282 2,117
Bank Interest Nil 402 402 616
Total income received 37,406 4,958 42,364 41,076

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5. Expenditure

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||||||| |---|---|---|---|---|---| |Expenditure|Restricted|Funds|Unrestricted|Total|Total| |£|Funds|2025|2024| |£| |£|£| |KGIS|Project|6,309|Nil|6,309|6,707| |management,| |monitoring|and| |evaluation| |Scotland|Malawi|Nil|Nil|Nil|115| |Partnership| |Volunteerin| |Contractor costs|for|Nil|1,653|1,653|2,206| |aE administration| |Bank charges|Nil|213|213|175|

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6. Movement on Restricted Funds

KGIS Livingstone Total
Volunteers Restricted
£ £ £
Opening balance at 1 24,369 517 24,886
July2024
Income/Donations 37,405 - 37,405
Expenditure 5 (35,607) (730) (36,337)
Transferfrom Nil Nil Nil
Unrestricted funds
Closing balance at 26,167 (213) 25,954
30June2025

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