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)**|**Dates acted if**
**not for whole year**|**Name of person**
**(or body) entitled to**
**appoint trustee (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||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **1** Docusign Envelope ID: 0A30B247-8F77-81B1-8160-DCB4DFE92264 **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.| **2** Docusign Envelope ID: 0A30B247-8F77-81B1-8160-DCB4DFE92264 ## **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| **3** Docusign Envelope ID: 0A30B247-8F77-81B1-8160-DCB4DFE92264 ## **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 **4** Docusign Envelope ID: 0A30B247-8F77-81B1-8160-DCB4DFE92264 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**|**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**| Docusign Envelope ID: 0A30B247-8F77-81B1-8160-DCB4DFE92264 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 2 December 2007 Docusign Envelope ID: 0A30B247-8F77-81B1-8160-DCB4DFE92264 ## **APPENDIX 3** ## OSC **r** Office of the Scottish **Charity Regulator** |**Report to the**
**trustees/members of**
**Registered charity**
**number**
**On the accounts of the**
**charity for the period**
**Set out on pages**
**Respective**
**responsibilities of**
**trustees and examiner**
**Basis of independent**
**examiner’s statement**
**Independent examiner’s**
**statement**
**Signed:**
**Name:**
**Relevant professional**
**qualification(s) or body**
**(if any):**
**Address:**|**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. Docusign Envelope ID: 0A30B247-8F77-81B1-8160-DCB4DFE92264 ## **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**