2024-11-30-accounts - The Jim and Anne Carter McLean SCIO

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

APPENDIX 1 oscr Period start dale Period end date From To No¥ 2024 Office of the Scottish Charity Regulator Reference and administration details Charity name other names charity is known by Registered eharity number Charity's principal address The Jim and Anne C¥ter McLean SCIO SC051805 CIO Thomtons Law Kinbum Castle St Andrews Scotland Postcode KY16 9D Names of the charrty trustees on date of approval of Trustees, Annual Report Trustee name Office Irf any) Dates acted if not foi whole year lor body) entitled to Trustee (Chair) Trustee Trustee 10 11 12 13 14 15 16 17 18 19 20

APPENDIX 1 Reference and administration details Narnes of all other charity trustees during the period. rf any. (for exarnple. those who resigned part way through the financial period) NIA Structure, governance and management Type of governing document The SCIO is govemed by the Ccststutn. as provided to OSCR at the point of regIstratn. The SCIO is Maged by the three Trustees: The registered office of Ihe SCIO is Thomtons Law. St Andrews. The SCIO annual income is expected to te less than £250.000. hence the SCIO does not appoint an external accountant or auditor and reports the annual financial statements to OSCR on a Receipts and Payments accounts basis. Trustee recruitment and appointment (nee approached his personal friends. to help create a means to donate from his own personal estate to those in need. Both gratefully accepted and along Withll. became the founding three Trustees upon the incorpoTrtion of the SCIO on 22nd June 2022. We refer to clauses 18 and 19 of the conStibJti. No other Trustees were required at the time of the incorporation ofthe SCIO or are deemed required at this period li time. There were no ehanges to the Trustees during the finanoal year. Objectives and activities

Charitable purposes As per the C(mslittrtion. Clause 4. the organisation's purposes e.. 4. 1 Th8 r81iefand supportof any individuals experiencing financial hardship in the UK and 4.2 The advancement gf educalion byprc¥noting, sustaining and increasirftj education of students experiencing financial hardship in Ihe UK. specifically within th& remit of the subj.ects of science and the arts.. and 4.3 The advancement of heafth by sustaining and supporting voluntary organisations providing home help, transport, daily care or food to phy&cally OrnnllY impaired children or adults in Scodand," and 4.4 The advancement ofhealth byproviding reliefand support to tenninalty ill children and theirfamilies in the UK. Summary of the rnain activities in relation to these objects The Trustees have cCs1dered various registered ChareS or individuals that meet the (teria set above and agree their acceptance to provide cash donations where appropriate and wtthin the conffines of the balances available to the SCIO. During the ffinanal year*nded 30th November, seven trustee approved charities receNed donations from the SCIO. APPENDIX 1 Achievements and performance Summary of the rnain achievements of The SCIO was able to open banking falIbe$ with Virgin Bank during the the charity during the financial period financial year ended 30 November 2024. Following the opening of a bank acccunt, made personal cash donations to the SCIO totalling £53. he rustees then dis$Sed vari¢)us worthy tharrbes that fitted with the tharitable purposes and objecb.ves of the SCIO. Seven derysions were made and seven tharrbes that fitted with the jectiVeS of the SCIO recetved donations totalliry £40.000. There were thanges to the Trustees duriry the financial yearended 30 Novernber. Financial review

Brief statement of the charitys policy on reserves Cash balances wll be maintained in the bank account of the SCIO in order to provKle fvrther charitable dOnats.($, as these are identified. The SCIO intends to distribute all reserves eventually to charitable causes. Details of any deficit Donated facilities and services {rf any) The sole inLy)me of the SCIO is by way of personal donations made by APPENDIX 1 other optional information

Declaration The tTUStees declare that Ihey have approved the Irustees, report above. Signed on behalf of the charity's trustees Signature(sl Full name{51 Position (e.g. Chair) Trustee Date 29 September 2025

Enter SC No. below SC051805

APPENDIX 2

Enter charity name below

The Jim and Anne Carter McLean SCIO

			Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts
					Period start date								Period end date	Period end date
		For the period from	1 Day			December Month			2023 Year	to	Day 30		Month November				Year 2024
Section A Statement of receipts and payments
		Unrestricted funds	Restricted funds			Restricted funds	Expendable endowment funds				Permanent endowment funds				Total funds current period			Total funds last period	Total funds last
		to nearest £	to nearest £				to nearest £				to nearest £				to nearest £			to nearest £	to nearest £
A1 Receipts
Donations		53,998	-	-	-	-	-	-	-		-	-	-		53	53	53,998	-	-
Legacies		-	-	-	-	-	-	-	-		-	-	-		-	-	-	-	-
Grants		-	-	-	-	-	-	-	-		-	-	-		-	-	-	-	-
Receipts from fundraisingactivities		-	-	-	-	-	-	-	-		-	-	-		-	-	-	-	-
Gross tradingreceipts		-	-	-	-	-	-	-	-		-	-	-		-	-	-	-	-
Income from investments other than
land and buildings		-	-	-	-	-	-	-	-		-	-	-		-	-	-	-	-
Rents from land & buildings		-	-	-	-	-	-	-	-		-	-	-		-	-	-	-	-
Gross receipts from other charitable
activities		-	-	-	-	-	-	-	-		-	-	-		-	-	-	-	-
															-	-	-
*A1 Sub total*		53,998	-	-	-	-	-	-	-		-	-	-		53,998	53,998	53,998	-	-
A2 Receipts from asset & investment	A2 Receipts from asset & investment	A2 Receipts from asset & investment
sales
Proceeds from sale of fixed assets - - - Proceeds from sale of investments - - - A2 Sub total - - - Total receipts 53,998 - - ~~—~~											- - - -	- - - -	- - - -		- - - 53,998	- - - 53,998	- - - 53,998	- - - -	- - - -
A3 Payments
Expenses for fundraising activities		-	-	-	-	-	-	-	-		-	-	-		-	-	-	-	-
Gross trading payments		-	-	-	-	-	-	-	-		-	-	-		-	-	-	-	-
Investment management costs		-	-	-	-	-	-	-	-		-	-	-		-	-	-	-	-
Payments relating directly to charitable
activities		-	-	-	-	-	-	-	-		-	-	-		-	-	-	-	-
Grants and donations		40,000	-	-	-	-	-	-	-		-	-	-		40	40	40,000	-	-
Governance costs:
		-	-	-	-	-	-	-	-		-	-	-		-	-	-	-	-
Audit / independent examination		-	-	-	-	-	-	-	-		-	-	-		-	-	-	-	-
Preparation of annual accounts		-	-	-	-	-	-	-	-		-	-	-		-	-	-	-	-
Legal costs		-	-	-	-	-	-	-	-		-	-	-		-	-	-	-	-
Other	Other	Other-	-	-	-	-	-	-	-		-	-	-		-	-	-	-	-
															-	-	-
**A3 Sub total **		40,000	-	-	-	-	-	-	-		-	-	-		40,000	40,000	40,000	-	-
A4 Payments relating to asset and
investment movements
Purchases of fixed assets - - - Purchase of investments - - - A4 Sub total - - - Total payments 40,000 - - ~~SSS ~~											- - - - - - - - - - 40,000 - ~~5]—~~
*Net receipts / (payments)* 13,998 - - - 13,998 - A5 Transfers to / (from) funds - *Surplus / (deficit) for year* 13,998 - - - 13,998 - ~~——————~~

APPENDIX 2

The Jim and Anne Carter McLean SCIO

SC051805

Section B Statement of balances

Details	Unrestricted funds to nearest £ 13,998 -	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £ - -	Total current period to nearest £	Total last period to nearest £
Cash and bank balances at start of year		-		13,998	-
Surplus / (deficit) shown on receipts and payments account		-		-	-
				-
				-
Cash and bank balances at end of year (Agree balances with receipts and payments account(s)) Details	13,998	-	-	13,998	-
	- 13,998	- Fund to which	- Total Cost (if available) to nearest £ asset belongs	- 13,998 Market valuation to nearest £	-
					Last year to nearest £
Nil				-	-




Details		asset belongs		-	-
				Current value (if available) to nearest £	Last year to nearest £
Nil				-	-








Details		Total Fund to which l	-	-	-
			Total Total iability relates iability relates	Amount due to nearest £	Last year to nearest £
Nil				-	-




Details		Fund to which l		-	-
				Amount due (estimate) to nearest £	Last year to nearest £
Nil				0	0


Signature		Print Name		-	-
					Date of approval
					29.9.25

The Jim and Anne Carter McLean SCIO Financials to 30.11.24 / Statement of balances

December 2007

APPENDIX 2

The Jim and Anne Carter McLean SCIO

SC051805

Section C Notes to the Accounts

C1 Nature and purpose of funds (may be stated on The Jim and Anne Carter Mclean SCIO ("the SCIO") was first registered on 22nd June 2022. analysis of funds worksheets) Three Trustees of the SCIO who were appointed at the date of the registration, remained in service for the entire financial year-ended 30th November 2024.. The sole income of the SCIO is by way of personal cash donations made by the Trustee and Chairman of the SCIO, . No external fund raising activities have been conducted for the SCIO and none are envisioned to be made in the future. During the financial year to 30th November 2024, the Trustees were successful in opening banking facilities in the name of the SCIO, which became operationally active on 2nd January 2024. thereafter donated a total of £53,998 from his personal estate to the SCIO, of which the SCIO then made donations totalling £40,000, within the financial year ended 30th November 2024.

The Jim and Anne Carter Mclean SCIO ("the SCIO") was first registered on 22nd June 2022. Three Trustees of the SCIO who were appointed at the date of the registration, remained in service for the entire financial year-ended 30th November 2024.. The sole income of the SCIO is by way of personal cash donations made by the Trustee and Chairman of the SCIO, . No external fund raising activities have been conducted for the SCIO and none are envisioned to be made in the future. During the financial year to 30th November 2024, the Trustees were successful in opening banking facilities in the name of the SCIO, which became operationally active on 2nd January 2024. thereafter donated a total of £53,998 from his personal estate to the SCIO, of which the SCIO then made donations totalling £40,000, within the financial year ended 30th November 2024.	The Jim and Anne Carter Mclean SCIO ("the SCIO") was first registered on 22nd June 2022. Three Trustees of the SCIO who were appointed at the date of the registration, remained in service for the entire financial year-ended 30th November 2024.. The sole income of the SCIO is by way of personal cash donations made by the Trustee and Chairman of the SCIO, . No external fund raising activities have been conducted for the SCIO and none are envisioned to be made in the future. During the financial year to 30th November 2024, the Trustees were successful in opening banking facilities in the name of the SCIO, which became operationally active on 2nd January 2024. thereafter donated a total of £53,998 from his personal estate to the SCIO, of which the SCIO then made donations totalling £40,000, within the financial year ended 30th November 2024.	The Jim and Anne Carter Mclean SCIO ("the SCIO") was first registered on 22nd June 2022. Three Trustees of the SCIO who were appointed at the date of the registration, remained in service for the entire financial year-ended 30th November 2024.. The sole income of the SCIO is by way of personal cash donations made by the Trustee and Chairman of the SCIO, . No external fund raising activities have been conducted for the SCIO and none are envisioned to be made in the future. During the financial year to 30th November 2024, the Trustees were successful in opening banking facilities in the name of the SCIO, which became operationally active on 2nd January 2024. thereafter donated a total of £53,998 from his personal estate to the SCIO, of which the SCIO then made donations totalling £40,000, within the financial year ended 30th November 2024.	The Jim and Anne Carter Mclean SCIO ("the SCIO") was first registered on 22nd June 2022. Three Trustees of the SCIO who were appointed at the date of the registration, remained in service for the entire financial year-ended 30th November 2024.. The sole income of the SCIO is by way of personal cash donations made by the Trustee and Chairman of the SCIO, . No external fund raising activities have been conducted for the SCIO and none are envisioned to be made in the future. During the financial year to 30th November 2024, the Trustees were successful in opening banking facilities in the name of the SCIO, which became operationally active on 2nd January 2024. thereafter donated a total of £53,998 from his personal estate to the SCIO, of which the SCIO then made donations totalling £40,000, within the financial year ended 30th November 2024.	The Jim and Anne Carter Mclean SCIO ("the SCIO") was first registered on 22nd June 2022. Three Trustees of the SCIO who were appointed at the date of the registration, remained in service for the entire financial year-ended 30th November 2024.. The sole income of the SCIO is by way of personal cash donations made by the Trustee and Chairman of the SCIO, . No external fund raising activities have been conducted for the SCIO and none are envisioned to be made in the future. During the financial year to 30th November 2024, the Trustees were successful in opening banking facilities in the name of the SCIO, which became operationally active on 2nd January 2024. thereafter donated a total of £53,998 from his personal estate to the SCIO, of which the SCIO then made donations totalling £40,000, within the financial year ended 30th November 2024.
D Type of activity or project supported		Individual / institution	Number of grants made £
Nil			0	0




			Total	-

If no remuneration was paid during the period to any charity trustee or person connected to a trustee cross this box (otherwise complete section 3b)				-
Authority under which paid				£
Nil				0





If no expenses were paid to any charity trustee during the period then cross (otherwise complete section 4b)			this box	-
	Nature of transaction		Number of trustees	£
Nil			0	0




Nature of relationship Nil			Transaction amount (£) Balance outstanding at period end(£)
			0	0





The Trustees of the SCIO do not receive remuneration for their services, no expenses incurred during the financial year-ended 30th November 2024.			r have they claimed any

C2 Grants

C3a Trustee remuneration

C3b Trustee remuneration - details

C4a Trustee expenses

C4b Trustee expenses - details

C5 Transactions with trustees and connected persons

C6 Other information

The Jim and Anne Carter McLean SCIO Financials to 30.11.24 / Notes

December 2007

APPENDIX 2

The Jim and Anne Carter McLean SCIO Financials to 30.11.24 / Notes

December 2007

APPENDIX 2

The Jim and Anne Carter McLean SCIO

SC051805

Additional analysis (1)

Analysis of receipts and payments

1 Donations

1 Donations
	Unrestricted funds to nearest £	Restricted funds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	Total current period to nearest £	Total last period to nearest £
	53,998	-	-	-	53,998	-
					-
					-
					-
Total 2 Grants	53,998	-	-	-	53,998	-
	- Unrestricted funds to nearest £	- Restricted funds to nearest £	-	-	- Total current period to nearest £	- Total last period to nearest £
Nil	-	-			-	-
					-
					-
					-
Total 3 Gross receipts from other charitable activities	-	-			-	-
	- Unrestricted funds to nearest £	- Restricted funds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	- Total current period to nearest £	- Total last period to nearest £
Nil	-	-	-	-	-	-
					-
					-
					-
					-
					-
					-
					-
Total	-	-	-	-	-	-
	-	-	-	-	-	-

4 Payments relating directly to charitable activities

	Unrestricted funds to nearest £	Restricted funds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	Total current period to nearest £	Total last period to nearest £
Continuing Care Scotland	5,000	-	-	-	5,000	-
Make a wish foundation	5,000				5,000
Fife Gingerbread	5,000				5,000
Salvation Army	5,000				5,000
Cancer research	10,000				10,000
Age Scotland	5,000				5,000
Lexi May Trust	5,000				5,000
					-
					-
					-
					-
Total	40,000	-	-	-	40,000	-
						-

The Jim and Anne Carter McLean SCIO Financials to 30.11.24Additional notes (1)

December 2007

APPENDIX 2

SC051805

The Jim and Anne Carter McLean SCIO

Additional analysis (2)

Receipts 5 Breakdown of unrestricted funds	Unrestricted fund 1 - enter name of fund below	Unrestricted fund 2 - enter name of fund below	Unrestricted fund 3 - enter name of fund below	Unrestricted fund 4 - enter name of fund below	Total unrestricted funds	Total unrestricted funds last period
Donations	53,998	-	-	-	53,998	-
Legacies	-	-	-	-	-	-
Grants	-	-	-	-	-	-
Receipts from fundraisingactivities	-	-	-	-	-	-
Gross tradingreceipts	-	-	-	-	-	-
Income from investments other than land and buildings	-	-	-	-	-	-
Rents from land & buildings	-	-	-	-	-	-
Gross receipts from other charitable activities	-	-	-	-	-	-
*Sub total* Receipts from asset & investment sales	53,998	-	-	-	53,998	-
					-
Proceeds from sale of fixed assets	-	-	-	-	-	-
Proceeds from sale of investments	-	-	-	-	-	-
*Sub total* *Total receipts* Payments	-	-	-	-	-	-
	53,998
		-	-	-	53,998	-
					-
Expenses for fundraisingactivities	-	-	-	-	-	-
Gross trading payments	-	-	-	-	-	-
Investment management costs	-	-	-	-	-	-
Payments relatingdirectlyto charitable activities	-	-	-	-	-	-
Grants and donations	40,000	-	-	-	40,000	-
Governance costs:	-	-	-	-	-	-
Audit / independent examination	-	-	-	-	-	-
Preparation of annual accounts	-	-	-	-	-	-
Legal costs	-	-	-	-	-	-
					-
					-
*Sub total* Payments relating to asset and investment movements	40,000	-	-	-	40,000	-
					-
Purchases of fixed assets	-	-	-	-	-	-
Purchase of investments	-	-	-	-	-	-
*Sub total* *Total payments* *Net receipts / (payments)* Transfers to / (from) funds *Surplus / (deficit) for year*	-	-	-	-	-	-
					-
	40,000	-	-	-	40,000	-
					-
	13,998	-	-	-	13,998	-

					-

	13,998	-	-	-	13,998	-
					-
Nature and purpose of funds
The SCIO became active during the financial year to 30th of the SCIO. The remaining cash balance on hand at 30t	November 2024. Donations provided solely by were then used t h November of £13,998 shall be used in the future to provide additional donatio				o donate to charities ns to worthy chariti	within the scope es or individuals.

The Jim and Anne Carter McLean SCIO Financials to 30.11.24Additional notes (2)

December 2007

APPENDIX 2

The Jim and Anne Carter McLean SCIO

SC051805

Additional analysis (3)

6 Breakdown of restricted funds

6 Breakdown of restricted funds
Receipts	Restricted fund 1 - enter name of fund below	Restricted fund 2 - enter name of fund below	Restricted fund 3 - enter name of fund below	Restricted fund 4 - enter name of fund below	Total restricted funds	Total restricted funds last period
Donations	53,998	-	-	-	53,998	-
Legacies	-	-	-	-	-	-
Grants	-	-	-	-	-	-
Receipts from fundraisingactivities	-	-	-	-	-	-
Gross tradingreceipts	-	-	-	-	-	-
Income from investments other than land and buildings	-	-	-	-	-	-
Rents from land & buildings	-	-	-	-	-	-
Gross receipts from other charitable activities					-
*Sub total* Receipts from asset & investment sales	53,998	-	-	-	53,998	-

Proceeds from sale of fixed assets	-	-	-	-	-	-
Proceeds from sale of investments	-	-	-	-	-	-
*Sub total* *Total receipts* Payments	-	-	-	-	-	-
	53,998	-	-	-	53,998	-

Expenses for fundraising activities	-	-	-	-	-	-
Gross trading payments	-	-	-	-	-	-
Investment management costs	-	-	-	-	-	-
Payments relating directly to charitable activities	-	-	-	-	-	-
Grants and donations	40,000	-	-	-	40,000	-
Governance costs:	-	-	-	-	-	-
Audit / independent examination	-	-	-	-	-	-
Preparation of annual accounts	-	-	-	-	-	-
Legal costs	-	-	-	-	-	-
					-
					-
*Sub total* Payments relating to asset and investment movements	40,000	-	-	-	40,000	-

Purchases of fixed assets	-	-	-	-	-	-
Purchase of investments	-	-	-	-	-	-
*Sub total* *Total payments* *Net receipts / (payments)* Transfers to / (from) funds *Surplus / (deficit) for year*	-	-	-	-	-	-
					-
	40,000	-	-	-	40,000	-

	13,998	-	-	-	13,998	-

					-

	13,998	-	-	-	13,998	-

Nature and purpose of funds
The SCIO made donations to seven separate charities totalling £40,000 during the financial year-ended 30th Novem the acccount in the name of the SCIO as at the financial year-end.				ber 2024. The cash	balance of £13,998 remained on

The Jim and Anne Carter McLean SCIO Financials to 30.11.24Additional notes (3)

December 2007

APPENDIX 2

The Jim and Anne Carter McLean SCIO

SC051805

Section B Statement of balances

Details	Unrestricted funds to nearest £ - 13,998	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £ - -	Total current period to nearest £	Total last period to nearest £
Cash and bank balances at start of year		-		-	-
Surplus / (deficit) shown on receipts and payments account		-		13,998	-
				-
				-
Cash and bank balances at end of year (Agree balances with receipts and payments account(s)) Details	13,998	-	-	13,998	-
	-	- Fund to which	- Total Cost (if available) to nearest £ asset belongs	- Market valuation to nearest £	-
					Last year to nearest £
Nil				-	-




Details		asset belongs		-	-
				Current value (if available) to nearest £	Last year to nearest £
Nil				-	-








Details		Total Fund to which l	-	-	-
			Total Total iability relates iability relates	Amount due to nearest £	Last year to nearest £
Nil				-	-




Details		Fund to which l		-	-
				Amount due (estimate) to nearest £	Last year to nearest £
Nil				0	0


Signature		Print Name		-	-
					Date of approval
					29.9.25

The Jim and Anne Carter McLean SCIO Financials to 30.11.24 Final / Statement of balances 1

December 2007