APPENDIX 1 OSCR Period start date Month Year 2024 Period end date Month Year 2025 Da Da 31 From To S(ottish Charity Regulator Office of the Scottish Charity RegulatOT Reference and administration details Charity name Other names charity is known by Registered charity number Charity's principal address THE PEEDIE RETREAT SC051289 Names of the charity trustees on date of approval of Trustees. Annual Report Trustee name Office lif any) Dates acted if not for whole year Name of person (or body) entitled to int trustee (if any) 10 11 12 13 14 15 16 17 18 19 20
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 rf not for whole year Structure, governance and management Type of governing document The cliarity is adiniiiistered in accordance with the tenns of the Scottish Charitable Incoryorated Or%anisation coiistittitioll. Trustee recruitment and appointment The board illay at lY time appoint ]Y illelliber to be a cliatity iistee ld iiieiiibers illay appoillt otber Iebe1'S to be a charity Trtee at eacli AGM. At each AGM tlie cliarity Inistees iniist i'etire from office, however tliey -e tlieii eligible foi- i'e-electioii. As pei. tlie coiistittition, the illiiiiillum llUber of Ch]ty tsustees is 3 ]d the maximuin is 9. Objectives and activities Charitable purposes To piovide tbe people of Orkney who suffer froill Multiple Sclerosis, Cancer OT Motor Neiuoiie Disease, their faniily. carei's, and siipport Detworks, access to a bespoke designed fiilly accessible, coinfortable accoiiiiiiodation, witli il0vatIve iiiobility aids to ellSW"e the accollllllodatloll IS Sllltable for all stages of the conditlolls. To be free of charge, for short stay respite breaks. To suppoit those in need by reason of age. ill-health, disability, fmancial Iwdship. or other disadvantage as a direct resiilt of the challenges of their medical collditioll. Building Warrant approved. Grant received from Orkney islands Council for grant towards pre-tender professional contracts and tender documents issued to 7 builders. Two tenders received by tender date. Evaluation of tenders and progress made on cost reduction. Fundraising activities ongoing. Thanks to kind donation the chaty opened a New2You charity shop in Sept 24. Ongoing engagement with the community to highlight Ihe Charty's aims and objectives. Summary of the main activities in relation to these objects
APPENDIX 1 Achievements and performance Summary of the main achievements of the charity during the financial period DeSIS progressed and Biiilding Warrant received Grant received from OIC for ibe pre-telldering process and eValltIOn TelldeiB issued to 7 local Building contractors with 2 retutned telldei's. Both teiidets jiidged to be too expensive for the size of the biiilding and iiiethods llivestigated to ty to rediice tlie costs. Howevei tliis proved not to be possible with the oi'igillal design so decision nlade lo investigate a Kit fi'aille design with illitial Colltacts llde with provideis. Progressing with Title deed trall8f" to Charity. which call only be coiiipleted wheii new design is approved by OIC. Engaged with Staftitory, Thiblic and 3 Sector Services for iiiipleiiieiitation of service delivery. Social niedia iised exteiisively with relIar posts to i)pdate success stoi.ies ld extelld Collllllullity suppoit Webpage lll use. Eiigageiiieiit witb local media to higlilight successful fi]ndraisiiig activities. And wider cominiwity siipport. FidraIsing and PR at local events, incliiding County Sliow, Vllltage Rally, Craft fairs, KGS and Stroimiess Academy YPI projects. pi"eselltatioll to various Clubs alld organisatiolls, have all beeii extielliely successful. Received tlie iise of a shop on Kirkwall's malli sliopping street to as we see fit witli iiilliiinal rent to ownei., this exti'eiiiely kiiid offei" lias eiiabled lis to iiui a New2You shop Sillce Sept 24, this has beeii a very siiccessfiil fiuidllig streaiii. Received illaiiy dollatlolls alld evellts held for cbarity donatioll llicluding, Fiieiids of Neuro, Music aboard Boy Ryan vessel, Qiiaryfield Garden event. Jive Dance Night, NFUMIS - Donation. Peedie Ciibby. Orkney Builders. (Jioy of Hoiiton Garden event. St Magiiiis Cathedral. Skaill Hoiise Xn)2s fall.. Sammy Wilson sponsored walk. ViTglll Bai]k. kni011]i0lis doiiatiolls. Niuii¢i"oiis b¢qu¢arlllii¢llts foi w]ll'ch wc tsuly th}kfUl at a very dirriciilt tiiiie foi fainilies. Financial review
Brief statement of the charity's policy on reserves No reserves policy is in place yet as The Peedie Retreat is now Taisillg fullds to collunellce the building phase, we are nearer to building pi"ogress we will ensure Reserve f]dS Policy is ill place. Details of any deficit None Donated facilities and services {if any) 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) OSCR will accept digital or typed slgnatures Full name(s) Position (e.g. Chair) Chair Date 2211212025
RECISTFRF.D CHARITY NUMIIF.R: SC015289 Tru ni for the YeAr F
rPe le Ret Ill¢ Iso niibcIAI SIAlemen ndtd 31 Mrch 202q Report of tht Trnte¢s Independent Examlntr'y Rert lalemtnl of Fln4n¢lil Aellvltles Ball Trce Sheel i¥ofe to Ihe FlnAn¢l•l .¢ililenienls Dellled StAl¢nitn¢ of Fln*n¢lAI A¢¢li'llles
The trusiee8 preseni ih¢ir rtwrt with the linoncial slryl¢mMi% of the ¢harity ihe year ended I l March 2025. The Intsi¢es have adopied ih¢ provisionts of Accounling and Reportinb by Ch4riiies', Siaiemeni of Recoinmended Prnctire applicable io clinriiies pr¢pDriiiu Iheir uLci)unts in accordon¢¢ wilh lh¢ Finan¢ial R¢poninB Stllndord applicablo in the UK and Repiibllc of Ireland I l."KS IU21 {elTeaive l Januory 2019). STRUCTIIRE. C:I)VERNANCE Af41) MANAGF.MENT Governlnx documrnl The Chllrily i¥ wnirolled by lis 8uveminB dnentS as a Scoltlsh Ch8rliDble Incorpornied Organi8aiion (SCIO). RETrF.RENCE AND ADMINl¢TRATIVE DETAILS RcKliltrfd Chdiy Mamb¢r si'ni Indtptndtnl F.xAmln¢r l*oubisiLY & Ilain 4 Broud Strcci Kirkwoll Orki KW15 INX Approved bYder ol'the LM)ard ofirustees on 17 December 2025 and 5)Kd on lis behalf by: Page I
,%An)Iner'q R I rewrt on the aLcounts for the yeur ended 31 MarLI) ?0?5 set oul on paB¢s ihr¢e lo eighl. Rperf0ve mWhnilhlllllM of trii¥t¢¢ ¢xmlntr TIIL Lhurily'4 Iru%lLL lire rr%tMin%iblc f()r Ihc prL'piiruli(In of ik aK(uunlb in cordat with the (erni$ of Ihc Charili r4nd Tru.sl¢¢ Inv¢sim¢nl (kOlIKIl A¢t 2005 and Ihc Charilin Arcount$ (5wtlund) Rryulalions 2006 um¢nded), The churil5 truslces con4ider ihnl the audil rcquircrncnl of Rcbvululion l 01 l )(a) l() Ic> of Ihc ALCI)iinls Re¥ulalion5 doc5 nol pply. 11 is my rr%FK)n5ibilil)' lo cxllrnin¢ lh¢ arruunls u5 T¢qUiT¢d undcr Serlion 44( I Xil of th¢ AGI 10 5th1c whdhcr particiilnr mnllcrs hve cnmc to my atlenlinn. B•slJ ofiht lttqltptndcnt eiinilntr's rtport My exllininolioii wn4 ellrricd out iii accordance with Regulation I l of Iht Charitics Aceounls fscoilnnd) ReBiilntlon8 nofi, An cxomiiiAIIDii incliidc% n review of Ihe iiccoiiniinbi rc¥()rds k¢pl l)), the churil), und u cnmpnriqon af th¢ nLcoiin14 presented willi those record¥. 11 alyo includes ci)n5iderntlnii <)r any iinwal ilem5 or dI10$U5 In the account& and seekinbi explannlionq fr()iii you fi8 Iniqteeq cnncerning 41ny siich mniiers. I'he procedure$ iindertnken dn nc)i provide all Ihe evidencc Ih81 woul(1 br required in an audil, und ConnIlY l th) nol cxprts$ audit i)pinii)n on lh¢ view biiv¥n by IIK 4Lcoiinis. Indendent ¢xmlntr's ilufrmcnl In nn¢¢lion wlih my exaniinalion, no mAller has come to my atlentlon ". ( l ) Mthich Bives me reasonable ¢aus¢ lo believe Ihoi. in any mnieri41 res, th¢ requirem¢n lo kccp nccoiinlin¥ rordS in hc¢ordanc¢ wilh Se¢iion 44{ I Xft) Df Ihe 200$ A and Regulaiion 4 of ihe ?ni)6 Accounls R¢guli?lions: and lo prepiire accoiinls which I¢rd with Ihe Ac¢ounlinb re¢ordJ and io wnply with Reb¥uIAilon 8 of the 2006 AcUnIs RegulaliorLS have nol b¢¢n mrf: or {2) lo whicli. in my opinion. att¢niion should be drawi in order to enable n proper undwslandin8 of lh¢ accounts io be achcd, Foubisier & Bain 4 Ilr(>ad Sirtti Klrkii'all OrknLy KWII INX 17 December 2023 P¢2
Th Acllvl Itj 21 2024 Unr¢TiCd lill)d Rerilled Tv¢#l runds fimdy Noies INCOMF. AND F.ND0WMEs FROM Dona14uii% und l¢bd¢-iLS 50.131 6,900 57,OJl 76,380 oiher ¢rndin¥ aciivilies Inveslment income 36,693 799 36,693 799 14.332 Tot*1 87,623 6,900 90.712 FXPF.NfJlTURE ON Raisins. liiiiijs 8,472 8,472 3.042 CbArlluble icllvlll¢J Ovethea(ts 1,814 1,814 323 Toial 10.286 10.286 3.365 NET INCOME 77J37 6,900 843J7 87.347 KF.CI)NCILIATION OF FUNDS 'rowl luiids brou¥lil IL)rwurd 110325 12,500 122,72S 35,378 TOTAL FUNDS CARRIED FORWARD 187.462 19,41 206.962 121.725 The nol¢g forni pnrt of these finaiicilll siaiemenis
2024 Toinl lJnr¢striried fiind R¢Jirith fund Tol•l Noies FIXF.t> A%SF.TS TDnbiiblL' ak%cts 13.102 2S.043 CLIRRF.NT AliF.T Cosli llt baiik WKI In hand 171.019 6.238 181 J147 97.683 CREDITORS Amoiinij rolling due wllhln one ye NF.T CURRF.Kr ASSF.TS 17.4,0111 6,138 181,2q7 97,682 T()TAL Ali*i£TSi CURRENT LIAIIILITIF.. 187 S6Z 206,962 122.723 NF.T A&SETS 187.462 19.41KI 206.962 122.725 FUNDS Unrc.slricfcd fiinds Reslricled fiinds 110225 19.4QO TOTAL FUNDS 206.962 122.725 The finHnciHI slotemenls were approved by ihe ljoard of Tru8tces and authorised for i&su¢ on 17 December 2025 and were signed on il% bchlllf by: The notes fomi part of Ih¢5¢ flnhncial sthiemeni$
¥ n I l .¢ilAtem h20 rlhe ¢4rc ACCOUNTING POLICIL of prep¥rlii% Iht Ilninclal itAl¢nien¢s The financial 8ioi¢mentg lif thc chnrity. whicli is & public benefii ¢niiiy u1)d fRS 102. h4v¢ been prcpor¥d in accorduiiLe with Il)e Lharilics S(IRP {fRS 10?) 'AccouniinB und ReFK)nins, by Churilits.. Siuleineiil of R¢¢oniincnded Prnciice Dpplicuble lo charilies prepariii¥ Ilieir ac¢ouJiis iii nccordonce wilh Ihe finuncial Reponiiib Sthndard applicable in the UK }d RepLibli¢ of Ireland (I-.RS 102) (effective l Junu4ry 2019),. IInancIal R¢portiii&, Siandard 10? 'The finunciul Reportijig Siaiidnrd applicable iii ihe UK aIid Rcpubli¢ of Irelund, and the Churilieq And TruslLY Invement (S¢otland) Act 2005. T1 finAncial atementS have been prep1 undL'r the hibluriiul wsl Luiiv¢nlioi). Income All inLOlI)e is reLcibini>ed in Ilie S(aleiiiLnl or rii)Jlliiul Aclivliics once 11)e chariry, has enililemenl lo the Iwid& li is probable Ihat Ihe ilKome wlll b¢ received UIKI th¢ amuwii be inellsur¢d reliubly. Expendllure Liabilili¢s ire recogn1K tss ¢xpendiiiire as sonn Iliere is a le¥al or LUI1rV¢¢i¥e obligallon coittn)Iiiing th¢ clwrity to thal expcndilur¢. il iy pnibubl¢ Ihul a irailsfer ol. ¢¢onoinic bcnefils wlll k. r¢qiiircd in .111•ment dnd Ihc. umuuni ol. Ihe oblibjaiion cun b¢ measured reliDbly. Expeiidiluri is aCLounled for on wi ¢(rulS basis h&$ becn ¢121r1ed wider headings.lhai a¥e¥te all Losi relaied lo ihe lesOry. Where ¢osts Cann b¢ dire¢ily ttribul¢d io pffiicular headin¥y Ih¢y hove been allocaied to aciiviiies on a basls cx•nslgtonl wlth the use or T•n%lble Ilxed Deprecialion 15 provided At the following annual rale5 in order (o wriie ¢4ch assel over ils esiimaid useful Ilfe. TAxtlon Th¢ ¢hHrity Is exempl froni tsx on lis chariiuble 4clivili¢s, Aceounllng UnresifiLied fui)(ts Can be used In ac¢ordoncc with Ihe chnriiable objeaives ai dlKr¢liun uf(h¢ Intstees. Restrlct¢d fuilds con only be used for purtlLular restricted purp)ses wiihin Ihe obje1 of charity, RcJifiLtions aris¢ wl)L'li spcill1 by th¢ doi)or vr wlicii luiid5 are rnised for panieulur reslricled purwses. FUrtr explanution of Ihe naiure purpose ofeach Ilmd is includ¢d in ih¢ notes lo the fuwicial siaiemenis. OTHER TRADING AlvITIF.s 2023 2024 rundrnisin¥ events Shop income 9,787 26,906 14.J32 36.6113 14.332 Pa¥e 5 oniinued...
'eir ended JI Mmrch 21)2 MOVEMENT IN FUNDS- Contlnued Comparnlive nel movmnenl in funds, included in ilie above or¢ &8 follows: Incoming Re5011rces expended Movemenl in fiind% Unr¢Jlrlcttd funds GeiKral lund 90.712 (3.365) 87.347 TOTAL FUNI)S 90.712 13.3651 87.347 A curreni year 12 months and prior year 12 months combined posilion 1$ as follow8: Net mL)vemenl In thnds Al Al 1.4.23 UDreilrl¢ied li¢ra1 Iw)d 22.878 164.684 187.562 Rmlrklcd thndA Building 12.5(Y) 6,900 19.400 TOTAL FUNDS 35.378 171..184 ?06.96? A curren¢ year 12 monihs and prior yeAr l ? nionil)s combined net movement In funds Included in ihe above are as follow8.. Incorning resources Res(Mir¢es exwided MoYemen¢ in fiinL15 Unrt%lrl¢led Ibndi (ienernl tund 178.335 (13,651) 164.684 R¢strleted fvnds Buildin8 6.9(Kl 6.900 T()TAL FUNDS 185.235 113.651) RELATED PARTY DISCL()fri(JRLS There were no related party tranCtIonS for ihe yellr ended 31 March 2025, Pable 8
illed 4•1 rur lh i'exr ciided JI M4r¢h 2095 ?0?4 INCOME AND F.ND()WMENTS Donllolls ond legielts Doiiuliui Grants 9).131 6.900 60.522 15.858 76.380 O¢h¢r Irwdln% icllvltle4 Fiindrai%iii¥ ¢v¢iily Shop income 9.787 26.9U6 14.332 36,693 14,332 Invf5tnicul liicoine Interest rettivable - trndin¥ 799 To¢il In¢oniln% rThiurrrJ 94.523 90.712 EXPENDITURE R#lslnR doii*tlonJ And leR•el Fund rniying ¢o.%is Charity shop costs 4,6(11 3,871 3.042 8.4n 3.042 Ch#rllible Acllvllltj In4iirlliiLL POage and sthiionery Sundries 443 489 100 143 80 1,814 3?3 Toial resources expended 10,286 3.36.5 Nel In¢om¢ 84337 87.347 This page does not forn) pan of ihe siaiuiory finan¢itsl Marcmcnig Page 9