APPENDIX 1 oscr,- Period start date (yrth Ye Peiiod end date Ye8r 2023 To Xlh 2024 offi of the Scoth'sh Charlty R•gulator Reference and administration details Charfty nam• othor nam08 charity 18 known by R•glst•r•d ch•rlty numb•r Charity's prinGipal addr• CASTLE CLUGGY CHARITABLE TRUST CASTLE CLUGGY TRUST SC049600 The Othletyre E51ate Office. Ochleityre House. Crieff Po•tcod• PH7 4JR Nam•8 of th• charlty trustms on dats of approval of TnMt••s' Annual R•port Trtre n•m• oinc•111 any) not for whol• >wr sin 1210gr2019 lor body) •ntitl•d to appt In*t•• {If Iny) Castle Cluggy Tru81 Board CaSe Cluggy Trust Board CaSe Cluggy Trust Board rustedchairman Sinc8 12109r2019 ' ustee Since 12109r2019 10 11 12 13 14 15 16 17 18 19 20
APPENDIX 1 Reference and administration detai15 Names of all other charity trnsteu during the period. rf any. (for example. those who resigned part way through tho financial riOdI Nam• Not applicable. Structure, governance and management Typo of govomlng documanl SCIO Iscottish Charttable Incorporated Organisationl single tier model Constitutn. Date of constrtubon (last amended): 16th October 2019. Tru•lo0 rncrultmonl and appolnlm•nt t(ord may at any bme apwint any peTron to be a charity trustee - by way of a resolutv)n passed by majority vole al a board meeting. At the concluwon of t first Annual General Meeling. one third Ito the nearest found number) of the charity trustees shall retire from office,. the question of wthi¢ti of thwn 15 to Tetire shall be deternined by 80me random method. Objectives and activities ChriLblg purpoM• The organion'$ purposes are.. The advanment of heritage and educalton. in partKular through the maintenance, repair and preservation of Casll8 Cluggy for the benefft of the public. Summary of the main actlvitio• r•lallon to th•8• oWt• The Oryann has P0r to carry out any activrties or services which are cakulalgd lo furthgr ts Chantab purp0606 or arg cAJnduciv8 or IncKlental to doirrfj so.
APPENDIX 1 Achievements and perfOnanCe Summary of tho rnaln achi•v•fflonts of Work the proJeLt has progressed steadity. We have installed a new th• charity during th• financi p•riod information board in keeping wth the setting near an anryent Castle. which visitor5 are enjoying. Wofk continues to keep cutting back invasive and non-native rhodcJendron8 to facilitate acces8 and create clearer ¥iew8. Tntstees have looked at the architeds orKJinal $pecifi¢ationsldrawing$ for a re-aligned fOoth and gravel in sCe areas but it is not be viable lo reduce the gradnt for wheelchair access or to create a smooth, well- bound surface in tr foreseeab future due to expensive con¥truction C08ts {small loads CfO8SiThJ tho bndgel. The drone photography whth was taken for the Pufposes of 30 M¢e111ng and to provide a usefvl record of the stonework also shows that there are swjns of tree saplings growing up through the stone walls of the castle, 80mething which ill require fvrther attenticm in the ftrture. The Truste feel that enough has been done on Castle Cluggy for th¢ presonl and they have agreed to tum Ih8ir attenlion to the nearby. och1ety mausoleum, namely by askn'ng a firm of speryalist architects lo Carry out a full survey to detèmiine the 8xtont of any no¢essary Topairs, Buill in 1809 88 a burial place for the Murrays of Othtotyre on the 8rte of the old mon2Va1rd Parish church. the buihjing is now derelict, wth many of the stained glass windows missing and the door boarded up. It is on the Buiklings al Risk register. The Castle Cluggy charity is tsking on responsibilty for the mausoleum's future vthh any necessary 8mall-8cale mainlenance and repairs lo prevent further decay and preserve the structure in the lo rt 18 today for future generation8 as an enduring Of course. funds are limrted and the approach 18 lo take steps generally restncted to keep the building wnd and weather-proof and 8afe from Collapse. or to prevent vandalism or theft. i.e. "the minimum measures immediatety newarf to "80cure publi¢ safety or health" rather than new wo. END. Financial review Brlef ststamont of th• charlty'• policy 011 r•8arva8 Any reserve$ available to the organi$alion must be used for purpose5 whi¢h are the sarr as - or whh closely resemb - the purposes of the organisation as set out in the conslrtulion. namely the advancement of herrtage and education, in parb"cular through the maintenance, repair and preservatn of Castle Cluggy for the benefit of the public.
Dgtsil¥ of any deflclt Donated faci1Sti08 and •orvices (if any) Nono.
APPENDIX 1 Other optional information Not applicab. Declaration Th• tru•t••8 d•¢lar• th•t th•y hav• approv•d th• tru8t•M' r•port •bov•. 81gnod on hall of tho ch•rlty'• trtl SIgnare{ Ftsll n•rntl Position (•.g. Chair) Head Trustee Ichainnan) Date 20th June 2025
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Independent oxaminorfs report on accounts for the year ended 30th September 2024 Independent Examiner's Report to the Trustees of Castle Cluggy Charitabl• Trust. I report on the accounts of the tharty for the year ended 30th September 2024 which are set out on page 2. RospgGtlvo r••ponsibilitios of tru8toK and oxamlnor The charity's trustees are SponsIble for ihe preparation of the accounts in accordance with the tenns of the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotlandl Regulations 2006 (as arnended). The charity trustees consider that the audit requirem8nl of Regulation 10(11 Id) of th8 2ChJ6 ACUnts Regulations doe8 not apply. It is my responsibility to examine the accounts as required under section 44(1 > (c) of the knt and lo state whether parttular matters have come to my attention. Ba•1• of ind•pond•nt oxamlnerfs •tatoment My examination is carried out in accordance with Regulation 11 of the 2006 Accounts Regulations. An examination includes a rev*w of the accounting records kept by the ¢harrty and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in th8 a(oUnts, and seeks explanations from the tnjstees mncerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit. and consequenuy I do not express an audit opinion on the view given by the accounts. Independent examlnerf8 Statemènt In the course of my eXamInatn. no matter has come to my attentm 1. which gives me sSonabIC causc to bclscve that in any material respect the wuirements: lo keep accounting records in accordance with Section 44(1) (al of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations to prepare ac¢ount5 which accord with tho accounting ro¢ords 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 underslandina Dato: 20th June 2025