2025-11-30-accounts - Oliver's Trust

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Docusign Envelope ID: 0A30B247-8F77-81B1-8160-DCB4DFE92264

APPENDIX 1 OSC r

Trustees’ Annual Report for the period	Trustees’ Annual Report for the period	Trustees’ Annual Report for the period	Trustees’ Annual Report for the period	Trustees’ Annual Report for the period	Trustees’ Annual Report for the period	Trustees’ Annual Report for the period	Trustees’ Annual Report for the period
	Period start date				Period end date
	Day	Month	Year		Day	Month	Year
From	01	12	2024	To	30	11	2025

Office of the Scottish Charity Regulator

Reference and administration details

Charity name Oliver’s Trust Other names charity is known by Registered charity number SC049726 Charity’s principal address 8/4 Earl Street

SC049726 8/4 Earl Street Top Flat Hawick Postcode TD9 9PZ

Names of the charity trustees on date of approval of Trustees’ Annual Report

	Trustee name	Office (if any)
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Natalie Wright	Chairperson
	Sean Wright	Secretary
	Suzanne Neilson	Treasurer

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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 Dates acted if not for whole year

Structure, governance and management

Type of governing document Trustee recruitment and appointment	Oliver’s Trust is a Scottish Charitable Incorporated Association
	The Trustees in office have the power to appoint new trustees

Objectives and activities

Objectives and activities
Charitable purposes Summary of the main activities in relation to these objects	The advancement of citizenship or community development. The relief of those in need by reason of age, ill health, disability, financial hardship or other disadvantage.
	Following on from last year, we continued to hold large fundraising events which will help reach our main goal. There were no significant donations received this year.

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APPENDIX 1 Achievements and performance

Summary of the main achievements
of the charity during the financial
period

We have managed to organise some ‘Pick Me Up Packages’ for the
Children’s Ward at the Borders General Hospital. These include (but are
not limited to) toiletries, adult colouring books, and bonding hearts for
parent/guardian and child for if they are ever apart from each other.
‘The Pick Me Up Packages’ would be given to the parent/guardian of a
sick child who experiences an unexpected overnight stay in the hospital.
These will be ongoing, and we will eventually be supplying the same to
the Special Care Baby Unit in the Borders General Hospital too. In
addition to the ‘Pick Me Up Packages’ we also provided tea, coffee and
biscuits to parents at the Children’s Ward at the Borders General
Hospital. The ‘Pick Me Up Packages’ continue to be our focus until we
have raised enough funds to expand our charitable activities.

Financial review

Brief statement of the charity’s policy on reserves Details of any deficit Donated facilities and services (if any)	The charity aims to maintain a minimum reserve of £5,000 in the bank annually, which has been comfortably achieved with a year-end account balance of £34,813. While the fundraising target for the year was set at £5,000, the charity achieved a surplus of £4,950, narrowly below its target. Despite this small shortfall, the charity's overall financial position remains strong, supported by its healthy level of reserves.
	n/a
	n/a

Brief statement of the charity’s policy
on reserves
Details of any deficit
Donated facilities and services (if any)

The charity aims to maintain a minimum reserve of £5,000 in the bank
annually, which has been comfortably achieved with a year-end account
balance of £34,813.
While the fundraising target for the year was set at £5,000, the charity
achieved a surplus of £4,950, narrowly below its target. Despite this
small shortfall, the charity's overall financial position remains strong,
supported by its healthy level of reserves.

n/a

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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) Full name(s) Natalie Ann Wright Position (e.g. Chair) Chairperson Date 28-08-2026 | 17:02 BST

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Enter SC No. below

APPENDIX 2

Oliver's Trust

SC049726

	Oliver's Trust	Oliver's Trust	Oliver's Trust	Oliver's Trust	Oliver's Trust	Oliver's Trust	Oliver's Trust	Oliver's Trust			SC049726
	Receipts andpayments accounts
	For the period from	Period sta		rt date			Period		end date
		Day	Month		Year	to	Day	Mon	th	Year 2025
		01	12		2024		30	11

Section A Statement of receipts and payments
A1 Receipts	Unrestricted funds to nearest £ 6,521 6,521 - 6,521 179 1,046.23 345 1,571 - 1,571	Restricted funds to nearest £		Expendable endowment funds to nearest £ - - - - - -			Permanent endowment funds to nearest £		Total funds current period to nearest £		Total funds last period to nearest £
Donations							-		6,521		1,339
Legacies									-
Grants									-
Receipts from fundraisingactivities									-		1,633
Gross tradingreceipts									-
Income from investments other than land and buildings									-
Rents from land & buildings									-
Gross receipts from other charitable activities									-
		-							-
*A1 Sub total*				-					6,521		2,972
A2 Receipts from asset & investment sales							-
Proceeds from sale of fixed assets									-
Proceeds from sale of investments		-							-
*A2 Sub total*				-					-		-
*Total receipts* A3 Payments		-					-
				-					6,521		2,972

Expenses for fundraising activities									179		-
Gross trading payments									-		-
Investment management costs									-		-
Payments relating directly to charitable activities									1,046		2,054
Grants and donations									-
Governance costs:									-
Audit / independent examination									345		336
Preparation of annual accounts									-
Legal costs									-
Other									-
									-
**A3 Sub total **		-		-			-		1,571		2,390
A4 Payments relating to asset and investment movements
Purchases of fixed assets									-
Purchase of investments									-
**A4 Sub total **		-		-			-		-		-
*Total payments* *Net receipts / (payments)* A5 Transfers to / (from) funds *Surplus / (deficit) for year*
		-		-			-		1,571		2,390

	4,950	-		-			-		4,950		582

									-
	4,950			-
		-		-			-		4,950		582

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APPENDIX 2

SC049726

Oliver's Trust

Section B Statement of balances	Section B Statement of balances
Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Investments B3 Other assets B5 Contingent liabilities B4 Liabilities	Details	Unrestricted funds to nearest £ 29,863 4,950	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					29,863	29,281
	Surplus / (deficit) shown on receipts and payments account					4,950	582
						-
						-
	Cash and bank balances at end of year (Agree balances with receipts and payments account(s)) Details	34,813	-	-	-	34,813	29,863
		-	-	- Fund to which	- asset belongs	-
						Market valuation to nearest £





	Details		Fund to which	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 £
	IndependentExamination fees			Gen	eral	360	345




	Details			Fund to which l	Total iability relates	360	345
						Amount due (estimate) to nearest £



	Signature			Print Name	Total	-	-

			Natalie Wright				28-08-20

A1 - Accounts / Statement of balances

December 2007

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APPENDIX 3 OSC r

Office of the Scottish Charity Regulator

Independent examiner’s report on the accountsV2	Independent examiner’s report on the accountsV2	Independent examiner’s report on the accountsV2	Independent examiner’s report on the accountsV2	Independent examiner’s report on the accountsV2	Independent examiner’s report on the accountsV2	Independent examiner’s report on the accountsV2	Independent examiner’s report on the accountsV2	Independent examiner’s report on the accountsV2
Charity name Oliver’s Trust
SC049726
Period start date					Period end date
Day	Month	Year			Day		Month	Year
01	12	2024	to		30		11	2025
							(remember to include the page numbers of additional sheets)

The charity’s trustees are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) 2005 Act and the Charities Accounts (Scotland) Regulations 2006. The charity 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.
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.
In the course of my examination, no matter has come to my attention [other than that disclosed on the attached page*] 1. which gives me reasonable cause to believe that in any material respect the requirements: • to keep accounting records in accordance with section 44(1) (a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations, and • to prepare accounts which accord with the accounting records 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 understanding of the accounts to be reached.
				Date:		31-08-2026	06:43 BST
`Darren Thomson CTA AAT`
`Chartered Institute of Taxation`
`47-49 The Square`
`Kelso`
`TD5 7HW`

*Please delete the words in the brackets if they do not apply. If the words do apply, set out those matters which have come to your attention on the following page.

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APPENDIX 3 Disclosure section

Only complete if the examiner needs to highlight material problems.

Give here brief details of any items that the examiner wishes to disclose