oscr,~ PericAd start dale Y•ir Perfoa end date Monlh Y•&r ay 01 Office ofthe Scollish Charlty Requlator Reference and administration details Chaiity nlrn other n•nes charlty Is known Dglial McLean Memoriol Fffid SCIO Registered charity numb•r Charity'# principal addv•ss SCOM754 Quoyn88 &r John's square Thutso Caithn Postc•d KW14 7BE Name5 of th• charity trnse5 on dat• of approval ol Trnst••g Annual Report Nrn of perno Chairperson 10 11 12 13 14 16 16 17 18 19
Reference and administration details Namès ol all other charity ¢rnste•s during the period, rfany. (for example, thos• vtho resigned part tY through the flnancial period) Structure, governance and management Type of goveming document The Chality is a ?ul$ti Chaiitablè IncLvw)ratéd Organisdtion (a SCIO). It was registered in ib ¢urrent kgal on 29 Juty 2016. It has a siwle tigr structure as such the trtee$ afe the mèmbers of the charity. Trustè• rocruitinent and appoinlm•nt Trustee$ are e18cted at th8 annual genoral mgeting. Therè must bg 3 of fr)ur WKI a maximum ofsix trusts. Objectives and activities Charitsble puTros8s The ofthe SCIO is the al¥aenI of edLKation aThJ accss to music for young old. Summary of thè main activities in relation to thése obiects To erKourage the enjoY*t of study by those who are retsred or ex- services in Caithness and Norih Sutherland: supwrt sutable study at NHcH1 or the Open Universty; offer a measure of financial SUPFOrt up to the value of £1.0(M) Fer annum to one or more appropriate recApients where fina41 ¢onsidet8tions cTeate a reslr8int to the pursuit of this sludy.. decide on the allocati)n of this sum, after due ¢onsideialion. by mi(kALbJUSt eath year. Due to a lack of interest. our adivities have externled to fUlIng lo groups providing access to rN5ic and sinLirvJ to young and ohj peo.
APPENDIX 1 Achievements and performance Summary of the main achievements ol W• made t)n• award this y8gr amnlirvJ to £170 to an indNidual studying the charity during the financial TIOd violnthwry. Financial review Brief $talemént ol the charity's policy Thw¢ is no set Fthi bjt the Irustees monTtor reserves on an ongoing on reserves basis to ersure that reserv are suffiL¥ent to Thet comrritmgnts and to cover any UneXpe¢t expeThJiture. Dolails of any deficlt WA Donated facilities and services (Ir any) NIA
APPENDIX 1 Other optional informatlon Doclaratlon Th• IruJt•e$ declare that th•y •pprov•d th• ffi1gt••s' r•port aboN•. Sign•d on b•hll ol th• charlty's tru$ts•s Slgnatur•lsl Ful nam•lsl Position (•.g. Chalr) Chairpetson Treasurer Dat• 21X Octob¢r 2ff25
oscr Offlcé of thè Scolbsh Charlty R•guktor Independent examinerfs report on tho accounts Reporl to the trusteeslm•mb•rs of Daniel M¢Lean Momorial FuTrd SCIO R•glst•r•d ¢harity SC041754 Trumb•r On th• accounts ¢1 th• ¢harity f>rth• p•rlod Poriryl art do PÈrfDd date M¢rdh MtlPllh Ymr Day Y•ar 01 2023 Q024 S•t out on pagos , 6t08 R•¥p•GtIv• The arityS Irusto8s af• fgFon51blg lortho weporallon of me accou3 in accordance r•sp¢nsibilrties of the fem of the ChwitS a1 Trustee Investrnent (5coUand) 2005 Act and the trust•es •nd examln•r Chad&S P£counts (ScollaThl) ReguknYon5 20. The ¢haFity trus18es nSIder that tho audri requlieThnt of Regulallon 10(1) (d) of the kGounts Rogulatiorrd does not appty.11 Is rry responslblllty to examlne th• mccounts as requir under SeLion 44(1) (¢) of the Act and lo swe whether partlculai mottets he to my attention. Basis of ind•p•nd•nl My eXann4110nls C8nled (yjt in K¢OTd8nce Regilats'on 11 ofthe Cha168 •xamIn0$ stst4m•nl A¢Unts (Scotlan(i) Regulatfions 2006. An exgminaijon Includes a rlaW ofthe accounting records kerA tho caity and a cOparIsn of the accourts present with those 1g¢ords. It also incJdes C$do1&0n ol any unusual iteffts or disclosure5 in tho accounts and seeks expnon$ from thg trustees Gon¢¢rning any such matters. The procthlures undertakon do not p)vO all Iho evidence that woukj required in an audlt and. COMunIty. I do not expr888 an aud orlrlon on tho a(%¢yJrts. Ind•p•nd•nt •xamSnerfs In the Courne of my OManlnIon. no ntt•r ha$ com• to my att•ntion: stat•m•nt wti¢h m• r•o6orntrAg (s• to b•kw• that In any wAtwial rpct th• r•quirerngnts.' to kp Counting r•eord kn Ke¢)fdan vAth 8g¢lJon 44<1) (a) ot th9 2005 Act aThl Regulalion 4 oftho 2006 Accounts Ragulgtions. and to prepar• 9¢Unts which ad wlth the aeeountlng rneorth and eompty whlh Regu18tion 9 01 th8 2006 Accounts Regulalions hav• not Iwn rnet. or lo vihich, in my opinion. attention should be dr8wn In ordèr to ènabl8 a propèr 213t October 2025 me.. Rèlevant profe$slonal 4ualrfication(s) or body sclaLI0:' {rf any): ".ai Lei ed Cei ¥1= led Ac¢ountantJ Address: 23 Duncan Street Thurso Ca i thness l(W14 ?H
Danlel Mclean Memorlal Fund SCIO SC048754 OSCR Recelpts and payments accounts S(cltth (h4rty Reguklor Section A Statement of receipts and payments Unrutrlcted Reitrkted Jnd¥ fun EXpendÈ •nd¢svMent fvndl Perrnantnl Totsl lund• cUrr•ntrI0d Tot1 lu•d8 l•t lund$ Oon8tt4 Grdnts R•cdpts1rUnJndrng Grosstrathng InMm•frtyn ltyv6tsbnlmrth•n 14nd HdIT 988 Rtr0 ld& Al Sub lOtsI Ree•lpts froM4#et& 7.600 4.283 A2 Sub totsl 8J78 8J7 Payments Ewnf¥rlurnlMl4ng lnve5lm•ntn•ooMoftte3ts PM0ntsrfrJdirXtyto ¢hwit•bl 267 170 170 Grants •nd4Jon•ticf¢4 A11nd&PandenIIXfy1na Pr•FoMdoD c4&Mual4¢¢nts Ajsub to 481 A4 Paym•ntr r•knthig to altaNd Inv••tsn•Trt rn¢)vem*nl¥ Pur¢hosè3 off as2• r1¢50 oflnv¢5trnpnts gA30 3813 3A13 A4 Sub to 8.911 4290 633 AS Tr4nsler$ tol (fr funds 616 616 Surplus/(d•fvtffj foryear 17 17
D4nl•l Nel•an M•morlal Fund SCIO Section Q Statement of balanccs SC046754 •man•bl nd• R•ltM#41 luna rd B1 C•ihfunds cw andknk dye81 SurF4uBlldthrtlshM •h I 71 Tllw zu 301h¥asae T•W Dtaiis D•tsll$ B6Contlnwl ifjabuhles Pdfil N*ffi• •n bih01 OSthDlnilli•• approval 21 Q%10r2thS
Danlel Mclean Memorfal Fund SCIO SC046764 Section C Notes lo the Accounts Cl N4DJr• 4nO purpos• vf lund¥ l&Y•y bo st•e•d on •nafyw olfimds IrIlt4•t$) T¥ olaclivrty ow procl wpported C2 Grants T1 C3 TNsts• rernuntAtt¢ thonty ynd•r paMI C3b Trustet rwnun•r•aon - d•tslls C4• TNstr• exp•ns•s C4b Trust¢e •xp•nses- d•lalls Naiuie ol rnlatk)nshbp NaiurE of li¥actn CS Tr)sacllons tth truste and ¢onn¢Gt•d persons C$ Oth*T Informallon