APPENDIX 1 oscr,_ Pèriod start datè Pard end dato 01 12 2024 Office ofthe Scottish Charity Regulator Reference and admlnlstratlon detalls Charlty name Other names ¢harlty Is known by Reglstered charlty number Charlty's prln¢lpal address Trust SC049726 Name$ of the ¢harlty trustees on date of approval of Trustees. Annual Report Trustee name Offlce Iir any) noi for whole year lor body) enlltled to 10 11 12 13 14 15 16 17 18 19 20
APPENDIX 1 Reference and administration details Names of all other charity trustee5 durlng the perlod, Ir any. (for example, th{ Tho reslgned part way through the financial period) structure, governance and management Type ol governlng document Crfiverf$ Trust 1$ a S¢ottoh charittib Inwporatod Asl0tiOn Trustee recrultment and appolntment Th• Trust••s in offic• hav• th• P0r to apF<int w tfustoas Objectlves and actlvltles Charllable purposes Tr* adv•nc¢mnt of ¢itizen$hip or ¢cthnwnty developmgnt. Thè rtlief of thoso li no by mson of •go. ill ht•hh, di8thbility, financial hardship or othor di8athantag0. Summary of Ihe maln aciivltles in relation to these obj'ects FdkMTrJ on from last year, wg continued to hold largg fundraising eVts whth wi¥ hdp main goal. There were rm) gnrfant dcnatts recewed thi5 year.
APPENDIX 1 Achievements and performance Summary of the main achievements of the charlty durlng the Ilnanclal perlod We have managed lo organise some 'Pick Me Up Packages, for the Childrèn's Ward at thè Bordèrs General Hosprtal. indLvJ• IbLrt ar• not limited tol tltries, adult colouring books. and bondiro hèarts for par8nVguardian and chdd for rfthèy are èver apart from each othor. 'The Pick Me Up P•ckagtrs' woukl be given to thg parenvguardian of a 5Kk thild exFeriences an unexFected overnight stay in the h05pilal. These will be onwng, and we will eventual be supplying the same to the Special Care Baby Unrt in the Borders General Hosprtal too. In addttion to th&'Pick Mo Up Packagès, also provided tèa, coff88 and biscurts to parènts at th8 childr,$ Ward at th8 Bordèrs G8Mral H¢stal. Thè 'Pick Mè Up Paekagès, eontinuè to bè cyjr focus untsl wo have rais orThigh fvrth to expand our tharitsllty a¢tivrti&s. Flnanclal revlew Brlef statement of the charlty's pollcy Th8 chanty awns to maintain a minimum r&sem of £S,000 in tho bank on reseNes annually. which has b•an comfoblY achièved with a y•ar4nd account 1>al• of £29.CMXI. While the fvrKlraising tsrget for the year was a150 Set al £5.000. Ihg drty raisod a suWus of £582. falliThJ shGrt of the target. Dosprto Ihiy. the overdl financwl posi1 remains strong duo to the hoalthy reserve5. Detalls of any deflelt Donated facllmles and seNlces {11 any)
APPENDIX 1 other optional information Declaratlon The trustees declaie that Ihey have approved the trustees. report above. Slgned on behalf of the charlty's trustees Slgnature(sl Full name(sl Posltlon {e.g. Chalr) Chairperson Date 1&l1-225114.'13 GW[
Enter SC No. below
APPENDIX 2
SC049726
Oliver's Trust
| Receipts and | Receipts and | ts andpayments accounts | ts andpayments accounts | ts andpayments accounts | ts andpayments accounts | ts andpayments accounts | ts andpayments accounts | ts andpayments accounts | ts andpayments accounts | ts andpayments accounts | ts andpayments accounts | ts andpayments accounts | ts andpayments accounts | ts andpayments accounts | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Period start date | Period end date | Period end date | ||||||||||||||||||||
| Scottish Charity Regulator | For the period from |
01 12 2023 Day Month Year ~~ee |
~~ ~~ee |
~~ | to Day 30 |
Month 11 ee |
Year 2024 ee |
|||||||||||||||
| Section A Statement of receipts and payments ~~eee~~ |
~~eee~~ | ~~eee~~ | ~~eee~~ | ~~eee~~ | ~~eee~~ | ~~eee~~ | ~~eee~~ | ~~eee~~ | ~~eee~~ | ~~eee~~ | ~~eee~~ | ~~eee~~ | ~~eee~~ | ~~eee~~ | ~~eee~~ | ~~eee~~ | ~~eee~~ | ~~eee~~ | ~~eee~~ | |||
| Unrestricted funds |
Restricted funds |
Restricted | Expendable endowment funds |
Permanent endowment funds |
Permanent endowment |
Total funds current period |
Total funds last period |
|||||||||||||||
| to nearest £ | to nearest £ | to nearest £ | to nearest £ | to nearest £ | to nearest £ | to nearest £ | ||||||||||||||||
| A1 Receipts | ||||||||||||||||||||||
| Donations | 1,339 | 1 | 1 | 1,339 | 1,890 | |||||||||||||||||
| Legacies | - | - | - | |||||||||||||||||||
| Grants | - | - | - | |||||||||||||||||||
| Receipts from fundraisingactivities | 1,633 | 1 | 1 | 1,633 | 3,574 | |||||||||||||||||
| Gross tradingreceipts | - | - | - | |||||||||||||||||||
| Income from investments other than | ||||||||||||||||||||||
| land and buildings | - | - | - | |||||||||||||||||||
| Rents from land & buildings | - | - | - | |||||||||||||||||||
| Gross receipts from other charitable | ||||||||||||||||||||||
| activities | - | - | - | |||||||||||||||||||
| - | - | - | ||||||||||||||||||||
| A1 Sub total | 2,972 | - | - | - | - | - | - | - | - | - | - | 2,972 | 2,972 | 2,972 | 5,464 |
~~eee~~ Section A Statement of receipts and payments
| A2 Receipts from asset & | A2 Receipts from asset & | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| investment sales | ||||||||||||||
| Proceeds from sale of fixed assets | Proceeds from sale of fixed assets | - | ||||||||||||
| Proceeds from sale of investments | - | |||||||||||||
| A2 Sub total | A2 Sub total | A2 Sub total | - | - | - | - | - | - | ||||||
| Total receipts A3 Payments |
2,972 - - ~~a~~ ~~9~~ 9 ~~I~~ |
- 2,972 5,464 Os~~A~~~~S~~ |
~~R~~ |
|||||||||||
| Expenses for fundraising activities | - | - | 55 | |||||||||||
| Gross trading payments | - | |||||||||||||
| Investment management costs | - | |||||||||||||
| Payments relating directly to charitable | ||||||||||||||
| activities | 2,054 | 2,054 | 1,502 | |||||||||||
| Grants and donations | ||||||||||||||
| - | ||||||||||||||
| Governance costs: | ||||||||||||||
| - | ||||||||||||||
| Audit / independent examination | 336 | 336 | 30 | |||||||||||
| Preparation of annual accounts | - | |||||||||||||
| Legal costs | Legal costs | - | ||||||||||||
| Other | Other | Other | ||||||||||||
| - | ||||||||||||||
| - | ||||||||||||||
| A3 Sub total | **A3 Sub total ** | 2,390 | - | - | - | 2,390 | 1,587 | |||||||
| A4 Payments relating to asset and | ||||||||||||||
| investment movements |
Purchases of fixed assets - Purchase of investments - A4 Sub total - Total payments 2,390 - - - 2,390 1,587 ~~LS~~ 5 ~~Sf RS |~~ | Net receipts / (payments) ~~|~~ 582 ~~9~~ - ~~os~~ - ~~|~~ 582 | ~~|~~ 3,877 A5 Transfers to / (from) funds ~~9~~ - Surplus / (deficit) for year ~~a~~ 582 ~~| |~~ - ~~|~~ - ~~|~~ 582 3,877
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APPENDIX 2
SC049726
Oliver's Trust
Oliver's Trust |
Oliver's Trust |
SC049726 | |||||
|---|---|---|---|---|---|---|---|
| Section B Statement of balances | Total last period to nearest £ 25,404 3,877 29,281 0 Last year to nearest £ - Last year to nearest £ - Last year to nearest £ 336 336 Last year to nearest £ - Date of approval ������������������� |
||||||
| Categories Signed by one or two trustees on behalf of all the trustees B3 Other assets B5 Contingent liabilities B4 Liabilities B1 Cash funds B2 Investments |
Details | Unrestricted funds to nearest £ |
Restricted funds to nearest £ |
Expendable endowment funds to nearest £ |
Permanent endowment funds to nearest £ |
Total current period to nearest £ |
|
| Cash and bank balances at start of year | 29,281 582 |
29,281 | 25,404 | ||||
| Surplus / (deficit) shown on receipts and payments account |
582 | 3,877 | |||||
| - | |||||||
| - | |||||||
| Cash and bank balances at end of year (Agree balances with receipts and payments account(s)) Details |
29,863 | - | - | - | 29,863 | 29,281 | |
| - | - Fund to which |
- |
- |
- |
|||
| Fund to which | asset belongs | Market valuation to nearest £ |
|||||
| Details | asset belongs | Total Cost (if available) to nearest £ |
- | - |
|||
| Current value (if available) to nearest £ |
|||||||
| Details | Total Fund to which l |
- | - |
- |
|||
| iability relates | Amount due to nearest £ |
||||||
| Independent Examination fees | Gen | eral | 345 | 336 | |||
| Details | Fund to which l | Total iability relates |
345 | 336 | |||
| Amount due (estimate) to nearest £ |
|||||||
| Signature | Print Name | Total | - | - |
|||
| ������������� | |||||||
A1 - Accounts / Statement of balances
2
December 2007
APPENDIX 3 oscr Office of the Scottish Charity Regulator Inde endent examiner's re ort on the accounts Report to the Charty ne trusteeslmembers of Olirfs Trust Registered charity SC049726 number On the accounts of Ihe charlty lor the perlod ricxl start d&t• par and dat• Month Year Ye 01 lo 24 Set out on pages rwngntsbj Incknl•th• Respectlve The ¢h•rity'$ trusttss •r• ro$ponsiblo for th• pw•r•bon of th• •¢¢ounts in a¢¢ord•nco responslbllltles ol with the lemis of the Charit5 and Trustse Investrwl (Scollandl 2005 Act and the trustees and examlner Charities Accounts Iscotlandl ROgatn5 2006. Tho charty Irustoos consKlor that the audrt r8quirom8nt of Rogulab"on 10111 Idl of the Accounts Regulations do8s not apply. 11 is my rPonsIbl1ty to 8xaminè tho accounts as r8quir•d under sèction 4411} Icl of th• A¢t •nd to statè wthOr Part1•r nmttèrs hav¢ comè to my attèntion. 8asls ol Independent My examinat is carried ¢yJt in accordance wth RegUlatTr 11 of the Charities examlner's statement Acejnts Iscotlandl Rogulaknons 2006. An examinatson indud•s a review of th8 accounting r•cLYds k•pt by tha charity and a comparison of th• accounts prèsant•d wf(h thm rd$. It also indud&s Ctration of any unus1 it¢ms or disclosur¢$ in tho accounts and so¢ks ¢wlanation$ from th• Iru$lo0$ ¢t)ne•ming any Sh mattor$. Tho procodures und•rtak do not provido all the owdonce that would be roquwod in an aLrt and, ccnsoqu8nUy, I do rKJt 8xw8ss an audr( opin on the acco. Independent examlnerfs In the course of my examinat)n, no m•ttw has c¢m• to my atton1K lothw than that statement di$dosod on th¢ attachod page1 1. which gives mo roasonA8 cause to beliovo that n any matorial respect the requiremonts.. to keèp accountiTrJ records in aCCordare wilh $8ction 44111 lal of th• 2005 Act and Regulabon 4 of 2CQ6 A¢¢wnts Regul•ts)n$, and to prepare accounts whith accord wtth the accountir& r¢¢ords and eomdy wth Regulation 9 of the 2006 Acnts RegulatrJns havo Tr)t boon fft. or to which. in my opinion. attention Shk1 be dr•wn in tyder to enable • propor be reached. | Date: Slgned: Name: Relevant professional quallflcatlonlsl or body {If any): 11-2025113."15 GMT Adoress: 47-49 The Square Kolso TD5 7HW folry•ring paJe
APPENDIX 3 Disclosure section Onty ecffiF4ete rf exam#ier needs to hKJhlight material yoblems. Glve here brlef dètalls of any items that the examiner wishes to disclose