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2025-08-31-accounts

CHARITY REGISTRATION NUMBER: $C050362

Lochaber Music School SCIO

Unaudited Financial Statements 31 August 2025

RA CLEMENT ASSOCIATES CHARTERED ACCOUNTANTS Chartered accountants

5 Argyll Square Oban Argyll PA34 4AZ

Lochaber Music School SCIO

Financial Statements

Year ended 31 August 2025

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Lochaber Music School SCIO

Trustees’ Annual Report

Year ended 31 August 2025 eee The trustees present their report and the unaudited financial statements of the charity for the year ended 31 August 2025.

Reference and administrative details

Registered charity name Lochaber Music School SCIO Charity registration number SC050362 Principal office C/O Education Department Offices Camaghael Hostel Camaghael Fort William PH33 7NE The trustees Charlotte Cant - Chair Clare Reynolds - Secretary John Man - Treasurer Alison Stringer - Music Director Fiona Davies Robert Strachan Sara Hamilton Charlotte Sutton Claire Hamilton (Appointed 1 November 2024) Gillian Hamilton (Resigned 11 November 2024) Independent examiner Angus MacGillivray FCCA Of R A Clement Associates 5 Argyll Square Oban Argyll PA34 4AZ

Structure, governance and management

The charity known as Lochaber Music Charitable Trust SCO015312 was wound up and transferred all assets to Lochaber Music School SCIO SC050362 on the 23-08-2020. Lochaber Music School SCIO was established on the 31-07-2020 and the transfer of assets was approved by the charity regulator OSCR on the 03-09-2020.

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Lochaber Music School SCIO

Trustees' Annual Report (continueg) Year ended 31 August 2025 le

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Objectives and activities

The organisation's charitable purposes are to advance musical education in Lochaber, primarily for school and pre-school age children, supplementing that provided by the Highland Council, and in particular:

Achievements and performance

The 2024/2025 year at Lochaber Music School has proven to be a highly successful year with a marked improvement in performance quality and student attainment. At the start of the year our enrollment rates were at 152 dropping to 135 remaining steady after the initial drop off. We offered instrumental lessons on violin, viola, cello, clarsach and piano as well as group classes including Music Explorers (6 month3 years), Music Makers (3-8years), Musicianship and Theory, Junior and Senior Choir, Junior and Senior Orchestra, Trad Ensemble and Group Violin lessons. While our group classes have stayed Steady for enrollment, we have struggled with a drop off in Music Explorer classes, typically once parents return to work, and with Senior Orchestra, where we see older students giving up their instruments entirely. This has been noted through S3-S6 which is a typical point of exit when school exams take focus. In contrast we have kept a healthy wait list for instrumental lessons with most popular instruments being piano, violin and voice.

This year we started a new programme of Casual Concerts, operating once or twice per term. This allowed students to gain experience in solo performance in a more relaxed setting as well as giving performance opportunity for students prior to taking exams. This was highly successful and will continue going forward. We also held our annual Christmas Concert, with a return to Roybridge Church and reception in Roybridge Village Hall. The location proved highly successful for the concert, however, the reception showed lower numbers in attendance than previously. This negatively impacted our fundraising for this event. In June we held our end of year Summer Concert which had a remarkably high level of performance across the board. We held ABRMS exams in June with many receiving Merit, and a few Distinctions. Musically this has been a very successful year.

During the year we were able to fundraise from concerts and a prize bingo event, however, this brought lower yields than we had anticipated. We were in receipt of private sponsorship from Mowi, Lorna and Colin Ungoed Thomas and Jan-Hendrick Erasmus. This totalled to £8k collectively. We also received a gift of nearly £10k from Audrey Scott's family and we sold Audrey's gifted cello for a further £10k. This has allowed us to shore up our reserves as well as fund our programme this year.

Financial review

Income of £75,978 (2024: £56,659) was received in the year, including £41,520 (2024: £39,324) from lessons and fees for the year. Expenditure of £61,973 (2024: £65,379) was incurred in the year.

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Lochaber Music School SCIO

Trustees’ Annual Report continuea)

Year ended 31 August 2025 o_o>

Trustees’ responsibilities in relation to the financial statements

The trustees are responsible for preparing the Trustees’ Annual Report

Law applicable to charities in Scotland requires the trustees to prepare financial statements for each financial year which give a true and fair view of the charity and of the income and expenditure of the charity for that year. In preparing these financial statements the trustees are required to:

-select suitable accounting policies and then apply them consistently;

-observe the methods and principles in the Charities SORP;

-make judgements and estimates that are reasonable and prudent;

-State whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements; and

-prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation.

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial portion of the charity and enable them to ensure that the financial Statements comply with the Charities and Trustee Investment (Scotland) Act 2005 and regulation 8 of the Charities Accounts (Scotland) Regulations 2006. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable Steps for the prevention and detection of fraud and other irregularities.

Angus MacGillivray FCCA of R A Clement Associates was deemed to be appointed as independent examiner and the trustees recommend that Angus MacGillivray remains in office until further notice. The trustees’ annual report was approved on Jed fas... and signed on behalf of the board of trustees by:

Charlotte Cant - Chair Trustee

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Lochaber Music School SCIO

Independent Examiner's Report to the Trustees of Lochaber Music School Scio

Year ended 31 August 2025 ---————eeeoo

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| report to the trustees on my examination of the financial Statements of Lochaber Music School SCIO (‘the charity’) for the year ended 31 August 2025.

Responsibilities and basis of report

As the trustees of the charity you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities and Trustee Investment (Scotland) Act 2005 (the ‘2005 Act’) and the Charities Accounts (Scotland) Regulations 2006 (as amended). You are satisfied that your charity is not required by charity law to be audited and have chosen instead to have an independent examination.

| report in respect of my examination of the charity's financial statements as carried out under section 44(1)(c) of the 2005 Act. In carrying out my examination | have followed the requirements of Regulation 11 of the Charities Accounts (Scotland) Regulations 2006 (as amended).

Independent examiner's statement

Since the charity has prepared its accounts on an accruals basis your examiner must be a member of a body listed in Regulation 11(2) of the Charities Accounts (Scotland) Regulations 2006 (as amended). | can confirm that | am qualified to undertake the examination because | am a registered member of the Association of Chartered Certified Accountants which is one of the listed bodies.

| have completed my examination. | confirm that no matters have come to my attention giving me cause to believe that in any material respect:

  1. accounting records were not kept as required by section 44(1)(a) of the 2005 Act and Regulation 4 of the Charities Accounts (Scotland) Regulations 2006 (as amended); or

  2. the financial statements do not accord with those records; or 3. the financial statements do not comply with the accounting requirements of Regulation 8 of the Charities Accounts (Scotland) Regulations 2006 (as amended).

| have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Angus MacGillivray FCCA Of R A Clement Associates Independent Examiner

5 Argyll Square Oban Argyll PA34 4AZ

ees

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Lochaber Music School SCIO

Statement of Balances

31 August 2025

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2025
Bank Accounts
Opening bank balance
Receipts
Payments
30,704
75.978
(61.973)
Closing bank balance 44,709
Other Assets
Trade debtors
Other debtors
5,141
2,704
Other Liabilities
Accruals
Pension
955
90

These financial statements were approved by the board of trustees and authorised for issue on Idd AL fas... and are signed on behalf of the board by:

Charlotte Cant - Chair Trustee

The notes on pages7 to 12 form part of these financial statements. ea Ie Ee REESE ey

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Lochaber Music School SCIO

Notes to the Financial Statements

Year ended 31 August 2025 -— ee S—esesesesesSsSsS—

  1. General information

The charity is a public benefit entity and a registered charity in Scotland and is unincorporated. The address of the principal office is C/O Education Department Offices, Camaghael Hostel Offices, Camaghael, Fort William, PH33 7NE.

2. Statement of compliance

These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland’, the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (Charities SORP (FRS 102)) and the Charities and Trustee Investment (Scotland) Act 2005 and the Charity Accounts (Scotland) Regulations 2006 (as amended).

  1. Accounting policies

Basis of preparation

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.

The financial statements are prepared in sterling, which is the functional currency of the entity.

Going concern

There are no material uncertainties about the charity's ability to continue.

Disclosure exemptions

The entity satisfies the criteria of being a qualifying entity as defined in FRS 102. As such, advantage has been taken of the following disclosure exemptions available under paragraph 1.12 of FRS 102:

(a) No cash flow statement has been presented for the company.

(b) Disclosures in respect of financial instruments have not been presented.

Judgements and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.

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Lochaber Music School SCIO

Notes to the Financial Statements (continued)

Year ended 31 August 2025

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  1. Accounting policies (continued) Fund accounting

Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes.

Designated funds are unrestricted funds earmarked by the trustees for particular future project or commitment. Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal, and fall into one of two sub-classes: restricted income funds or endowment funds. Income

All income is included in the statement of financial activities when entitlement has passed to the charity, it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income: - income from donations or grants is recognised when there is evidence of entitlement to the gift, receipt is probable and its amount can be measured reliably.

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Lochaber Music School SCIO Notes to the Financial Statements (continuea) Year ended 31 August 2025 ees 3. Accounting policies (continued)

Expenditure

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement offinancial activities to which it relates: - expenditure on raising funds includes the costs of all fundraising activities, events, noncharitable trading activities, and the sale of donated goods.

All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apportioned between the activities they contribute to on a reasonable, justifiable and consistent basis.

Financial instruments

A financial asset or a financial liability is recognised only when the charity becomes a party to the contractual provisions of the instrument. Basic financial instruments are initially recognised at the amount receivable or payable including any related transaction costs. Current assets and current liabilities are subsequently measured at the cash or other consideration expected to be paid or received and not discounted.

Debt instruments are subsequently measured at amortised cost.

Where investments in shares are publicly traded or their fair value can otherwise be measured reliably, the investment is subsequently measured at fair value with changes in fair value recognised in income and expenditure. All other such investments are subsequently measured at cost less impairment.

Other financial instruments, including derivatives, are initially recognised at fair value, unless payment for an asset is deferred beyond normal business terms or financed at a rate of interest that is not a market rate, in which case the asset is measured at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

Other financial instruments are subsequently measured at fair value, with any changes recognised in the statement of financial activities, with the exception of hedging instruments in a designated hedging relationship.

Financial assets that are measured at cost or amortised cost are reviewed for objective evidence of impairment at the end of each reporting date. If there is objective evidence of impairment, an impairment loss is recognised under the appropriate heading in the statement of financial activities in which the initial gain was recognised.

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Lochaber Music School SCIO Notes to the Financial Statements (continuea)

Year ended 31 August 2025 oo

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For all equity instruments regardless of significance, and other financial assets that are individually significant, these are assessed individually for impairment. Other financial assets are either assessed individually or grouped on the basis of similar credit risk characteristics.

Any reversals of impairment are recognised immediately, to the extent that the reversal does not result in a carrying amount of the financial asset that exceeds what the carrying amount would have been had the impairment not previously been recognised.

4. Donations and legacies

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
Donations £ £ £ £
Donations 27,453 27,453 4,460 4,460
Grants
Highland Council Funding
Subscriptions
=
1,660
~
1,660
10,000
2,816
10,000
2,816
29,113 29,113 17,276 17,276

5. Charitable activities

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
Instrument
Hire
Lessons
Music
CentreFees
Music Makers
Concerts
OtherIncome
E
940
28,631
6,816
1,582
2,033
1,518
£
940
28,631
6,816
1,582
2,033
1,518
£
660
27,151
8,360
910
2:143
130
£
660
27,151
8,360
910
2,113
130
41,520 41,520 39,324 39,324

6. Other trading activities

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
Shopincome
Sale of instruments
2
245
5,100
£
245
5,100
£
59
-
£
59
-
5,345 5,345 59 59

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Lochaber Music School SCIO

Notes to the Financial Statements (continueg)

Year ended 31 August 2025 aSSSSSFSSSSSSSSSsFsFhFeFesesesesSsSsSsSsSsSs

7. Expenditure on charitable activities by fund type Expenditure on charitable activities by fund type
Unrestricted TotalFunds Unrestricted Total Funds
Funds 2025 Funds 2024
Charitable
Activities
Support costs
E
61,073
900
£
61,073
900
£
64,479
900
£
64,479
900
61,973 61,973 65,379 65,379

8. Expenditure on charitable activities by activity type

Activities
undertaken
directly
Support
costs
Total funds
2025
Total fund
2024
Charitable Activities
Governance costs
£
61,073
-
£
~
900
£
61,073
900
£
64,479
900
61,073 900 61,973 65,379
Independent examination fees
2025 2024
Fees payable to the independent examiner for: £ £
Independent examination ofthe financial statements 960 900
Staff costs
The total staffcosts and employee benefits forthe reporting period are analysed as follows:
2025 2024
Staff
-Wages&Salaries
Staff
-MusicDirector
Staff - Self Employed Tutors
£
12,071
24,185
20,222
£
14,240
22,291
22,826
56,478 59,357

9. Independent examination fees

10. Staff costs

The average head count of employees during the year was Nil (2024: Nil).

No employee received employee benefits of more than £60,000 during the year (2024: Nil).

  1. Trustee remuneration and expenses

3 trustees received remuneration during the year totalling £20,907 (2024: £25,907).

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Lochaber Music School SCIO

Notes to the Financial Statements (continue)

Year ended 31 August 2025

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12. Analysis of charitable funds

Unrestricted funds
At At
General funds 1 Sep 2024
£
30,704
Income
£
75,978
Expenditure
£
(61,973)
31 Aug 2025
£
44,709
At At
General funds 1 Sep 2023
£
39,424
Income
£
56,659
Expenditure
£
(65,379)
31 Aug 2024
£
30,704

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Lochaber Music School SCIO

Management Information

Year ended 31 August 2025

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The following pages do not form part of the financial statements.

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Lochaber Music School SCIO

Detailed Statement of Financial Activities

Year ended 31 August 2025

Yearended31August2025 Yearended31August2025 Yearended31August2025
Year ended 31 August 2025
sr
enn
2025 2024
£ £
Income and endowments
Donations and legacies
Donations 27,453 4,460
Highland Council Funding
Subscriptions
-
1,660
10,000
2,816
29,113 17,276
Charitable activities
Instrument Hire 940 660
Lessons 28,631 27,151
Music Centre Fees 6,816 8,360
Music Makers
Concerts
1,582
2,033
910
2,113
Other Income 1,518 130
41,520 39,324
Other trading activities
Shop income 245 59
Sale ofinstruments 5,100 ~
5,345 59
Total income 75,978 56,659
Expenditure
Expenditure on charitable activities
Staff - Wages & Salaries 12,071 14,240
Staff- Music Director 24,185 22,291
Staff - SelfEmployed Tutors 20,222 22,826
Insurance 700 675
Other motor/travel costs 967 1,021
Legal and professional fees 900 900
Other office costs 1,899 1,534
Other costs 1,029 1,209
Musical instrument purchases - 683
61,973 65,379
Total expenditure 61,973 65,379
Netincome/(expenditure) 14,005 (8,720)

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Lochaber Music School SCIO

Notes to the Detailed Statement of Financial Activities

Yearended 31 August 2025
arans
ANREP ee Pe
a
2025 2024
Expenditure on charitable activities £. £
Charitable Activities
Activities undertaken directly
Staff
-Wages & Salaries
Staff-MusicDirector
12,071
24,185
14,240
22,291
Staff - SelfEmployed Tutors 20,222 22,826
Insurance 700 675
Professional - Payroll Costs 967 1,021
Office Expenses -PSA 1,899 1,534
Other Costs 1,029 1,209
Musical instrument purchases - 683
61,073 64,479
Governance costs
Professional -Accountancy Fees 900 900
Expenditureoncharitableactivities 61,973 65,379

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