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 Cc￿ststut￿n. as provided to OSCR at the point of regIstrat￿n. The SCIO is M￿aged 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 With￿ll. 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 Orn￿n￿llY 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 cC￿s1dered various registered Char￿eS 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 ffinan￿al 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 fa￿lIbe$ 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**|**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** |**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 £**
**13,998**
**-**|**Restricted funds**
**to nearest £**
**-**
**-**
**-**
-
**Fund to which**|**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 2 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.|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 3 December 2007 APPENDIX 2 The Jim and Anne Carter McLean SCIO Financials to 30.11.24 / Notes December 2007 4 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 £**|**Unrestricted**
**funds**
**to nearest £**|**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**Total current**
**period**
**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 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** |**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 £**
**-**
**13,998**|**Restricted funds**
**to nearest £**
**-**
**-**
**-**

-
**Fund to which**|**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