2025-04-30-accounts - Balanced Horizon

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

Trustees Annual Report Year from 1 May 2024 to 30 April 2025

Seacliff Park, North Berwick, East Lothian, Scotland EH39 5PP

Registered Charity No. SC052496

==> picture [70 x 36] intentionally omitted <==

----- Start of picture text -----
a
—
Horizon
----- End of picture text -----

==> picture [260 x 14] intentionally omitted <==

----- Start of picture text -----
Balanced Horizon - Chairs statement
----- End of picture text -----

Balanced Horizon Chair’s Statement. For the year ended 30th ofApril 2025

I could not for one minute imagined that as | write this statement that Balanced Horizon would have progressed as it has during the year, not only that, but also what a positive outlook we approach the future with too.

Our year started with strong programs and activity around our work within the Scottish Coastal Clean Up and then saw an introduction to two other new streamsofactivity. These were a new project, named Muir to Forth and the Forth Lobster Hatchery which after much work will be hived up into Balanced Horizon as the Forth Marine Hatchery.

These three projects, SCCU led by i, Muirto Forth led by and FMH led by hy would not be possible without their input and the support of our GM andi BB work too.

The BoardofTrustees to which we also welcomed finn are indebted to all of our team, volunteers and supporters for all they have helped us achieve through their amazing efforts to make a difference and all that they bring to the organisation.

Like so many charities we believe we can and will do even more but of[course,][often][remain][ challenged] balancing funding to deliver our goals and within the timelines we would like.

Most importantly, we set out on our 25/26 journey with great people matched to strong objectives. Our ambitions remain clear that through the support we are fortunate to receive from many we will and can make a notable impact to the environmental challenges and areas we are working upon.

Thank you again to everyone involved in whatever capacity your efforts. Your help, support an inputs are making a huge difference!

Chair

==> picture [317 x 37] intentionally omitted <==

----- Start of picture text -----
as
— Balanced Horizon Trustees
Horizon
----- End of picture text -----

a «ci

A former Managing Director with over 40 years in the construction and materials sector. iS brings deep experience in business leadership, governance, and strategy. He previously served as a trustee at Keep Scotland Beautiful.

A lifelong East Lothian resident and founder of Forth Resource Management fi combines agricultural, business, and environmental restoration experience with a hands-on, action-first ethos. A serial entrepreneue brings a wealth of experience of[taking][ ideas][into][reality.]

Ly is Network Director at Conservation Collective, with two decades of leadership inenvironmental and social impact sectors. She brings expertise in fundraising, governance, and global community-led action

A corporate lawyer with global experience ill recently led low-carbon strategy work for Grangemouth. He brings legal, strategic, and stakeholder engagement expertise.

Removing10 tonnes of storm damaged creels, East Lothian

Our Objectives and Activities

==> picture [26 x 7] intentionally omitted <==

----- Start of picture text -----
Horizon
----- End of picture text -----

Our Original Charitable Purpose:

To undertake and promote the advancement of environmental restoration and protection. We deliver this by:

¢ Organising beach clean events that target areas that have limited access by land.
¢ Creating a network to remove marine litter from the Scottish Islands to the mainland for recycling/disposal

To provide and promote educational opportunities. We deliver this by:

e Provide educational workshops for schools and youth groups.
e Raise awareness ofthe issue of marine litter and encouraging long term behavioural change.
¢ Highlight the connection between the health of the environment and human health.

To promote the advancementofcitizenship or community development. We deliver this

by:

e Provide voluntary opportunities.
e Create an interactive resource showing community beach clean groups and event location.
e Establish partnerships between voluntary groups, businesses, and landowners to collaborate on solutions.

"When one tugs at a single thing in nature, he finds it attached to the rest ofthe world"

Inspired by this quote from our local and historic neighbour, our environmental mission has expanded to connects sea, coast and land.

==> picture [65 x 36] intentionally omitted <==

----- Start of picture text -----
as
sslanees
Horizon
----- End of picture text -----

Our Environmental Mission

Our Mission

We are a not for profit organisation.

We work in partnership with nature to protect and restore our natural environment. We do this by restoring biodiversity, community action and education.

The health of our seas and coastline, forests, rivers, and biodiversity are fundamentally linked; they are one. We believe in nature and biodiversity for its own sake, without any needforjustification.

Our three core projects connect sea, coast and land, focusing on nature restoration, community action and education.

We understand that meaningful environmental progress is never achieved alone. The support, collaboration and shared vision of our partners, sponsors and volunteers play a vital role in turning ideas into action and real world impact.

==> picture [476 x 288] intentionally omitted <==

----- Start of picture text -----
ut ee ee OE I Me a gaani= BIRT oN a NS
sae Le F? mig a Sine Sale. aw i Nast % aie take ch! PR yrPS roms re ee eeealg
“ van Ay & be \rer >ae <Aa | FeePies aga, adie,“4 2 abe 42, : ic ¥ Page dee» aay FEaeEIN Gf RPTAo,eee Se Saget”Ons Fee]ek
ee a a i a MM ME i ae PRS DI a) ae Mn BRE I, Toot) Fe ee 1h Ra
ee ggg al 2h SOR OPS IG tn de ee Tape, ats
< Ee ge SEPT # i PE MiNi aig BEE AE Usd Bar
So, ae “ ey : bs 1 ig a : eg a y, rr a
Say 3 . athe a 4am ae r ; = e % EY 2 A ane : Shes . oe
ee wir eke a> nx eon. # pio we ae a
Balanced Horizon drone footage exploring the extent of salt marsh at Tyninghame, East Lothian
----- End of picture text -----*

==> picture [65 x 16] intentionally omitted <==

----- Start of picture text -----
a
----- End of picture text -----

: Our Core Projects

==> picture [26 x 7] intentionally omitted <==

----- Start of picture text -----
Horizon
----- End of picture text -----

Nature Restoration from Source to Sea

Using research-driven approaches led by passionate professionals, we work with stakeholders, partners and volunteers to help nature thrive in marine, coastal, freshwater and terrestrial environments.

Ap. = h Dedicated to the restoration of keystone ort marine species in the Firth of Forth, Marine Hatche ry community engagement and education.

Scotti ly Dedicated to the removal of plastic polution Coastal | IS and marine litter, communityengagement Clean Up and coastal conservation a. ee See. conv_ . Forth to the Lammermuir Hills to allow Ly[M][UIF] +[ to][ Fo][rt][h] naturenature tohabitatthrive.corridors from the Firtho

==> picture [147 x 46] intentionally omitted <==

----- Start of picture text -----
YOUN
am Forth
, Marine Hatchery
----- End of picture text -----

Project Overview

The Forth Marine Hatchery is dedicated to restoring two keystone species, native European flat oysters and European lobsters, in the Firth of Forth. The project enhances biodiversity, supports marine ecosystem resilience, and provides hands-on experience for the next generation of marine scientists.

Based near North Berwick, the hatchery facility includes a full scale lobster hatchery and several oyster spatting ponds, an innovative and cost effective native oyster restoration method. A new central operations hub now brings staff and volunteers together on-site, enabling more coordinated and efficient project delivery.

Activities

During the reporting period, the charity agreed to take on the Firth of Forth Lobster Hatchery and its associated assets. This provided a strong foundation of aquaculture infrastructure and nearly a decade of hands-on experience in marine restoration.

As part ofthis transition, we welcomed Jake Norton as Project Lead. Jake has managed the[Firth] of Forth Lobster Hatchery for the past seven years and has over ten years of experience in aquaculture and coastal restoration.

The project secured its first major grant from the North Berwick Trust, who pledged £32,000 to support the transition and developmentof the new Forth Marine Hatchery. This funding has enabled us to:

e Legally take over the Firth of Forth Lobster Hatchery.
¢ Begin planning and licensing new aquaculture sites for native oysters and lobsters.
¢ Purchase essential foundational equipment to support hatchery operations and future expansion.

The initial months of 2025 focused on the legal and operational transfer of the hatchery and establishing a clear plan for the next phase of development.

Successes

Securing £32,000 in core funding from the North Berwick Trust to establish the project’s foundation.

Beginning discussions with WWF on integrating the hatchery within the wider Restoration Forth programme.

Successfully taking over an established restoration project with over 10 years of practical experience in marine restoration within the Firth of Forth.

==> picture [448 x 375] intentionally omitted <==

----- Start of picture text -----
y__' Forth
. Marine Hatchery
a Va Oi =~ “4 19% , ee a
Be— . AB CL aFEL= Ph= == =“.7 “ * g -e ;
OC etn et NES
a ((ae “ere —s : =OS. — pie hej
P A i“
7 - ) a v3 . s —_— Ke
Juvanile lobsters in our hatchery Juvanile lobsters in our hatchery
I ieceel? LEE! ORTH BERWIC
i
----- End of picture text -----

Balanced Horizon are partners of Restoration Forth, and the project is sponsored by WWF and the North Berwick Trust

| presenting at the Scottish Seabird Centro on the Forth Marine Hatchery project

==> picture [147 x 39] intentionally omitted <==

----- Start of picture text -----
am Forth
, Marine Hatchery
----- End of picture text -----

Outcomes and Impact

As this reporting period represents the project’s formation phase, the primary outcomes have focused on building a strong foundation for long-term impact. Key achievements include:

e Securing the continuity of a proven local marine restoration initiative through the successful transfer of assets and expertise.
e Laying the groundwork for future restoration of native oysters and lobsters in the Firth of Forth and along the East Coast of Scotland.
e Strengthening the project’s credibility and partnership potential by engaging with regional stakeholders, including WWF and local trusts.
¢ Creating a platform from which future community engagement, volunteering, and research activity can be developed.

While direct environmental impact and community involvement were limited during this period, the establishment of the project structure, leadership, and funding provides a clear pathway for measurable ecological and educational outcomes in the next reporting year.

Volunteers

No formal volunteer involvement was recorded during this period, as the project’s focus was on transition and establishment. However, volunteer and community participation will form a key part of future activities once operational systems are in place.

Future Plans

In the coming year, the Forth Marine Hatchery aims to move from its establishment phase into active operations and development. Key priorities include:

e Running the first full lobster hatchery season under the Forth Marine Hatchery, building on the strong foundation of the former Firth of Forth Lobster Hatchery.
e Securing further funding to support the design, build, and operation ofthe first native oyster hatchery on Scotland’s east coast, contributing to national restoration efforts.
e Developing the new aquaculture site by installing essential infrastructure for oyster and lobster production, including hatchery systems, tanks, filtration, and temperature control.
e Conducting research and knowledge exchange trips for staffto visit established hatcheries and restoration projects in the UK and Ireland, helping to refine our methods and increase our chances of[success.]
e Progressing site licensing and environmental permissions for native oyster and lobster culture and restoration.
e Building partnerships with local stakeholders, universities, and conservation groups to align hatchery outputs with broader marine restoration goals.
e Laying the groundwork for community engagement and education, including future volunteer opportunities and public outreach as the hatchery becomes operational.

These activities will position the Forth Marine Hatchery to become a key contributor to Scotland’s Blue Economy, supporting ecosystem restoration, sustainable aquaculture innovation, and coastal community engagement.

==> picture [150 x 39] intentionally omitted <==

----- Start of picture text -----
svgage OCOttish
\ 3 Coastal Clean Up
----- End of picture text -----

Project Overview

Scottish Coastal Clean Up is a large-scale environmental initiative focused on removing marine litter from Scotland’s most polluted and inaccessible coastlines. Using our specialist landing craft type boat, and quad bike we reach remote hotspots that are often overlooked due to their location and logistical challenges. Our clean-up events are intensive, high-impact operations supported by volunteers, specialist equipment, and community collaboration.

We also work to prevent marine litter at its source through education, outreach, and public engagement. By building awareness and encouraging stewardship, we aim not only to clean up the coast but to change behaviours and protect it long-term.

Activities

e Held7 multi day west coast beach cleans in Skye (x2), Coigach, Ulva, Coll, Lewis, Luing
e Delivered workshops in East Lothian, plus sessions on Mull and Seil islands, engaging with young people at primary school age.
e Ran the Seabird Centre Advent Challenge, a 24-day litter-pick initiative inspiring widespread community participation.
e Maintained a strong online presence through the SCCU website and social media channels by sharing updates on events, volunteer opportunities, and beach cleaning activities.
e Partnered with RSPB for multi-day clean-ups on the Isle of Coll and Fidra.
e Delivered talks at Fringe by the Sea, Keep Scotland beautiful; Beach Managers online meeting, and the East Lothian Volunteer Rangers meetup.
e Featured in the award-winning documentary “Shaping Our Shores’.
e Represented SCCU at the Whale and Dolphin Marine Forum, focusing on ghost gear awareness.
e Hosted a 3-day exhibition in the Scottish Parliament members’ lobby.
e Participated in the East Lothian Climate Action Group event, raising awareness of the work SCCU does and marine litter.
e Collaborated with UPMO to empower students with learning disabilities through beach cleaning activities. e Launched a monthly beach clean at Fisherrow ‘Fisherrow Friday’, teaming up with The Scottish Seabird Centre. e Launched the Coastal Guardians volunteer programme, recognising outstanding volunteer commitment and fostering leadership in coastal conservation.

==> picture [150 x 47] intentionally omitted <==

----- Start of picture text -----
YN .
\ 3=mJ CoastalScottish Clean Up
----- End of picture text -----

Marine Conservation Society survey with Edinburgh University

Glasgow Hilton Volunteer Team

==> picture [150 x 47] intentionally omitted <==

----- Start of picture text -----
ys .
came OCOttish
\ 3 Coastal Clean Up
----- End of picture text -----

Successes

Between April 2024 and April 2025, SCCU removed approximately 26.8 tonnes of marine litter from Scotland’s coastlines, with the support of over 200 volunteers.

The year saw SCCU strengthen its profile through time in the Scottish Parliament, forging relationships with MSPs. We continued to engage young people through school workshops and outreach programmes. Alongside these achievements, SCCU has become increasingly recognised for its work, receiving more requests for advice, collaboration, and guidance from partners and community groups.

Outcomes and Impact

Between April 2024 and April 2025, SCCU madea tangible difference to Scotland’s coastlines and communities. Volunteers removed 26.8 tonnes of marine litter, protecting wildlife and restoring natural habitats. More than 200 individuals contributed their time and energy, while school pupils took part in workshops and outreach programmes. SCCU’s expertise and growing reputation led to increased invitations for advice, collaboration, and partnership, including engagement with MSPs and other key stakeholders. The Coastal Guardians programme further strengthened volunteer leadership conservation. Through these efforts, SCCU has not only reduced marine plastic pollution but also raised awareness, and established itselfas a trusted authority in our field.

Volunteers

Over the past year, SCCU has significantly expanded its volunteer network, supporting the removal of marine plastic pollution across Scotland. To better manage and engage this growing community, we developed a volunteer database, enabling easier communication and coordination ofbeach cleans. In addition, the launch of the Coastal Guardians formally recognises volunteers who demonstrate exceptional commitment and represent SCCU at events. Together, these initiatives have strengthened our volunteer infrastructure, increased participation, and ensured long-term engagement.

2026 Plans - Overview

In the coming year, we aim to expand our cleanup capacity across Scottish coastlines, focusing particularly on island environments and locations that difficult to access by land. Our boat Curlew is central to our plans, providing access to remote shorelines and enabling us to remove large volumes of marine debris that would otherwise remain untouched. Funding will determine the scale and duration of our operations. Our strengths lie in boat-based access to remote coastlines, where marine debris is concentrated yet rarely cleared. [Continued on next page].

==> picture [150 x 39] intentionally omitted <==

----- Start of picture text -----
svgage OCOttish
\ 3 Coastal Clean Up
----- End of picture text -----

Large-Scale Skye Cleanup 2026

We plan to take part in a significant collaborative cleanup on Skye with the Scottish Islands Federation (SIF), Skye Beach Cleans, and Ocean Recovery Project recyclers.

¢ Deployment ofa small team and boat for approximatley two weeks.
¢ Timing flexible to respond to weather and maximise vessel use.
¢ Priority to access remote areas and target high-impact marine litter hotspots.

By combining large-scale cleanups (SCCU - Skye Beach Cleans), education, data- driven research (SIF) and circular material reuse (Ocean Recovery Project), we aim to deliver high-impact environmental outcomes across Scotland’s coasts and islands.

Ulva, Skye and Mull Cleanup 2026

We plan to undertake a week-long cleanup on Ulva, Skye and Mull, working closely with the community which will include community workshops.

¢ Opportunity to extend the operation to Mull using our vessel.
e Aim: remote shoreline clearance and community engagement.

Education and Outreach 2026

We will run an 8-week program with three-year groups at an East Lothian primary school.

e Practical beach cleaning and data collection and analysis.
¢ Canactasa pilot fora wider school’s outreach model.
¢ Continue our monthly beach cleans at Fisherrow.
e Expand regular cleanups into other identified high-need areas across East Lothian and surrounding areas (working with partners including the Scottish Seabird Centre - East Lothian Ranger Service - Berwickshire Marine Reserve). Assist with our quad bike.

Research: Plastic Components in Creels 2026

We are currently in discussion with local creelers and the Scottish Islands Federation, as we plan to investigate the environmental impact of plastic coated/dipped creel frames, in which bits of the plastic is frequently found washed up on Scottish shores.

e Take data from beach litter surveys.
¢ Collect fisher testimonies and questionnaires.
¢ Goal: present evidence to manufacturers and support changes in materials/design.

Marine Litter Reuse and Recycling Hub 2026

We aim to establish a small reuse/recycling hub to repurpose materials recovered from cleans.

e Foruse by fishers, artists and creatives.
e Supports circular economy values and reduces items going to landfill (islands) and incineration (mainland).

y_-N : \ 3=mJ CoastalSCOttish Clean Up

Recovering storm damaged creels in our boat, Firth of Forth, East Lothian

==> picture [145 x 45] intentionally omitted <==

----- Start of picture text -----
y__\ .
wy Muir to Forth
----- End of picture text -----

Project Overview

Muirto Forth is a bold, landscape-scale restoration initiative inspired by the Knepp Foundation’s Weald to Waves model. The project aims to reconnect fragmented ecosystems across East Lothian, from the upland moorland of the Lammermuir Hills to the saltmarsh, dunes, and cliffs of the Firth of Forth, through a networkofwildlife corridors linking nature-rich hotspots.

In its early development phase, Muir to Forth is focused on relationship-building, knowledge gathering, and mapping opportunities. We are actively engaging with landowners, farmers, and communities to identify areas with high potential for ecological connectivity. This collaborative groundwork is setting the stage for a transformative, long-term restoration effort.

Activities

e Creating a suite of promotional collateral to introduce the programme to our intended target audience.
e Building trusted relationships with key stakeholders and partners eg. Forth Rivers Trust.
e Developing collaborative funding bids with partners around specific project proposals.
e Broadening and deepening our knowledge ofexisting local schemes and other relevant initiatives in Scotland/UK.
e Building up the profile of the programme to a wider audience to raise awareness and maximise chance of funding success.

Successes

e We have secured funding over 2 years to enable the development of a local project around hedgerow regeneration - hedgerows are key features in the agricultural landscape for supporting biodiversity.
e Wearea partner ina major funding bid to National Lottery Heritage Fund submitted by WWF Scotland.
e Weare working with Forth Rivers Trust on a major Nature Restoration Fund bid for developing the project for the next12 months.
Outcomes and Impact
e Profile raised significantly.
e Most key stakeholders have been engaged.
e Initiating contact with landowners to seek their views.
e Provision of support for nature networks mapping to East Lothian Council
e Hedgerow regeneration support secured to enable this to progress
e Woodland regeneration at John Muir Country Park planned for later in 2025 / early 2026.

Volunteers

The early stage of the project means the opportunities for involving volunteers have been limited. We intend to involve volunteers in a forthcoming woodland regeneration project at John Muir Country Park. We also intend to use volunteers to support hedgerow regeneration around East Linton.

==> picture [477 x 687] intentionally omitted <==

----- Start of picture text -----
wy Muir& to Forth
. “ i>y egNorth Berwickte a > >
Muir to Forth Area —
highlighting potential WA | ——- i
nature . they | re .
corridors on46137 pn“ t Soy &
> a — ae a
\ pa’ we ; pe 7
ax is; a -fe Zege
SS“ CockerziePort san) a tong ry a
iat ‘9 ; iat MV a x »
=, —, 7P ErpswepansSa4 =— a 4 we s
Mus gh eyA «Trane a
pmentwe Se A) - 4 x
. NE Pe oF” ; \s | a 4
: = : YS V4 4 . s
)' 5 . J i
: 4 es “ ‘ . ,
~%NYCGT ay aSa r R aS oe ’ an Gr a
hesgueng 5 , Mayfield ' y ? ey : 2 s 4 4 - a
> - 4
fs a , & nA a Nea. J >
y, Marebndge ; : 4 > ae Ad - = ‘ a
~> q ¥ re = fF, yy “a . a a 2 i
7
t J > ys ‘ }bs a a —- ei a * a” -ay eT s
\ A Mike $j
a cee ¥ d s oo a
4 s é¥ ¥ ‘ Sif Pe 4 a 4 a “ ” « a «
cs A ~_ = ui f . r cs = E- B
Balanced Horizon map detailing the muir to force catchment area
a CR NSA IN Sy a ar sie © bel Liter > 4 mY ; et =a
Sean e taNT 3 ef 20% KT CRE es Per ON att ar ae (> Nr
ot paareeoy aesres hat tabBEL eKtee )ap aieA bine ; eT heatad , eaae \ Ti TeNi be Eo a=ls
ae a P " * } Ae Cenet een a4 GP he ie i li ys
: . © < pee , 4. oh : rt‘ . aft y 7h fs A 22 aS Ws, bl Poet
rt Xe % ZY is. 2? Pad fr at * 4 RS) eclt Ape) ay . ee OFF tees ab. i
‘
ele a AB) ony oad ey Re Act aaa es ee DER cha Reet ha Me 0} Ieee
tN ca ae bande tutus WB i ea ae Zits Seep ie Sane eat
Deery Z ev tS 3 .—-", Oe ehae BASya AweSoe iseySY yfoesmTWagayeuy: TarPeer oe oSNat rrCie:Oe | J : —>. SsBh aasse Y4 . f- + ee- ae
fs va eRe apesiD:py Tea, . A< > ee pod . 3 f " pe eae
Balanced Horizon drone footage exploring salt marsh in East Lothian
----- End of picture text -----

==> picture [70 x 36] intentionally omitted <==

----- Start of picture text -----
a
a
Horizon
----- End of picture text -----

Balanced Horizon Funding and Sponsors

==> picture [449 x 88] intentionally omitted <==

----- Start of picture text -----
© F k FOR THE
OCEAN FAMILY PLANET
Ere) U N DATI oOWN - ENVIRONMENTAL PARTNER -
Committed to Conservation N O R T H B E R W | C K
TRUST
----- End of picture text -----

==> picture [440 x 157] intentionally omitted <==

----- Start of picture text -----
BaillieGifforde a e = ——
m=» LNER
gS dwt y ONDON NORTH EASTERN RAILWAY
Re a * foundation
BALANCED
IMPACT
Lennox Hanney CALEDONIAN
HORTICULTURE
Charitable; Trust ————
----- End of picture text -----

Our Partners, Sponsors and Volunteers

We are acutely aware that without the support ofour partners, sponsors and volunteers we would not be able to make meaningful positive environmental impact.

We are an agile organisation, with blended funding sources spread across trusts and foundations, corporate partners and private donations creating a robust and diverse funding base.

Each partner and sponsor is unique, with their own geographic location, timeline, environmental responsibilities and vision for a better planet.

We aim to build long term sustainable relationships with our partners and sponsors across our three core projects. We listen, and aim to understand how best to engage, deliver impact and meet targets and goals. Below are our partners and sponsors. Together we are makinga real difference.

==> picture [65 x 10] intentionally omitted <==

----- Start of picture text -----
as
----- End of picture text -----

Structure, Governance and Management

==> picture [26 x 7] intentionally omitted <==

----- Start of picture text -----
Horizon
----- End of picture text -----

Overview

Supported by our dedicated trustees and led by a passionate team ofexperienced professionals, environmentalists and entrepreneurs: Together with our incredible volunteers we are committed to creating lasting meaningful impact in partnership with nature.

1. Legal structure and purpose

Balanced Horizon is a Scottish Charitable Incorporated Organisation (SCIO). The charity operates in accordance with its governing document and its purposes, which include environmental protection, education, community development and recreational activities connected to environmental improvement. All activities align with our charitable purposes, and our trustees ensure adherence at all times.

2. Governance — trustee duties and board arrangements

The charity is governed by a board of trustees who hold ultimate responsibility for strategic direction, regulatory compliance, and stewardship of assets. Trustees comply with the Charities and Trustee Investment (Scotland) Act 2005 and act in the best interests of Balanced Horizon. Good governance practice includes maintaining a conflicts-of-interest register, documenting all decisions in minutes, induction procedures for new trustees, and regular board reviews.

3. Management, operations and internal controls

Trustees delegate day-to-day operations to our Group General manager, Adrian Boot, through a clear scheme of delegation. Essential internal controls include financial procedures such as dual authorisation of payments, a risk register updated regularly, safeguarding policies where appropriate, data protection compliance, and adequate insurance for our activities. Financial reporting complies with OSCR guidance and the Charities SORP appropriate to the size of Balanced Horizon.

4. Accountability and OSCR compliance

Balanced Horizon submits an Annual Return and compliant financial statements to OSCR each year, keeps its governing document updated, and ensures all public-facing materials display its charity number. Trustees ensure proper recording and management of related-party transactions and avoid any private benefit. OSCR's regulatory expectations require transparency, accountability and proper oversight.

5. Summary checklist for Balanced Horizon trustees

- Maintain updated governing document

Keep conflicts and financial control policies in force
Ensure timely OSCR reporting
Record decisions and retain meeting minutes
Monitor risk and compliance continuously

==> picture [476 x 577] intentionally omitted <==

----- Start of picture text -----
a
sslanews Structure, Governance and Management
Horizon
Forth Marine ij |
Hatchery y
| y Ma GOVERNANCE
= ee TRUSTEES
' coast | ~ at /
4,;
Muir to Forth ¥
©
How Our Team Works
Project [Report] [| [
High Level .
. Monthly Stuart McKill
Finance Report
.
Trustees and all Project |
----- End of picture text -----

How We Structure Our Internal Meetings And Reporting

as a Additional Balanced Horizon Updates Horizon «> ~ENVIRONMENTAL PARTNER - Becoming an environmental partner of1% for the Planet provides Balanced Horizon with meaningful advantages that strengthen both our mission and long-term impact.

As an approved partner, we gain access to a global network of purpose-driven businesses committed to directing at least 1% of[their][ annual][revenue][ toward][ verified][ environmental][causes.][This][affiliation][enhances] Balanced Horizons credibility and visibility, signallingtosupporters and funders that our work meets rigorous international standards for environmental action.

It also opens new pathways for sustainable funding, corporate collaborations, employee-engagement projects, and in-kind support. Beyond financial benefits, the partnership positions Balanced Horizon within a community of aligned organisations, enabling knowledge-sharing, joint initiatives, and greater collective influence on environmental issues—ultimately amplifying the charity’s ability to protect, restore and advocate for Scotland's natural environment.

Our New Base

==> picture [265 x 179] intentionally omitted <==

Wenowhave anew homejust outside North §=6Berwick.This has created a fantastic opportunity to bring our team, sponsors, supporters and volunteers together. It's also a great place to showcase our projects and environmental mission to the local community, existing supporters and potential future supporters and partners.

Our base is Fashioned from an upcycled shipping container, and clad in timber off cuts froma local = sawmill. Inside every item has been either salvaged or donated.

==> picture [392 x 37] intentionally omitted <==

----- Start of picture text -----
|
—
Horizon Additional Balanced Horizon Updates
----- End of picture text -----

"Shaping Our Shores’ is an award winning documentary film focusing on the impact of plastic pollution on Scotland's coastline and the efforts being made to combat it.

The film, presented by i. follows the Scottish Coastal Clean Up, and explores the issue through personal stories and breathtaking views, highlighting the urgent need for action and the resilience of those working to protect the marine environment.

Advocy and Policy: Three-day exhibition at the Scottish Parliament: The Scottish Coastal Clean Up team spoke to MSPs about the challenges surrounding the proper disposal of collected waste, particularly in rural areas where logistical difficulties severely limit available options.

==> picture [65 x 11] intentionally omitted <==

----- Start of picture text -----
|
----- End of picture text -----

==> picture [66 x 13] intentionally omitted <==

----- Start of picture text -----
—
Horizon
----- End of picture text -----

Balanced Horizon Financial Review

Financial Review:

During the year, the charity received total receipts of£73,748 (2024: £48,007), primarily from grant funding and donations. Total payments totalled £61,598 (2024: £21,917) with the majority spent on direct project delivery and part-time staffing costs. The resulting surplus of £12,150 (2024: £26,090) will help fund further project activity in the next financial year.

Of the total income, £55,043 was received for restricted purposes including coastal clean-up projects. The charity manages these funds separately to ensure they are used in line with funder intentions. Each project - Scottish Coastal Clean Up - Muir to Forth - Forth Marine Hatchery - has its own sub account within the main account to allow for the seperate management of individual project funds.

Reserves Policy:

The charity aims to hold unrestricted reserves equivalent to 3 months of core operating costs to provide stability and support future planning. At year-end, the unrestricted reserves stood at £22,094, which meets this target.

Please Note: The total receipts of £73,748 does not include a restricted £32,000 grant awarded by the North Berwick Trust in December 2024 which is to be claimed back against an agreed project budget.

Our team and boat “Curlew” removing marine plastic pollution from Scotlands remote west coast islands.

==> picture [70 x 37] intentionally omitted <==

----- Start of picture text -----
|
—
Horizon
----- End of picture text -----

Closing Comments and Declaration

In completing our second year we can be extremely proud ofwhat the Balanced Horizon Charity has achieved and the progress we have made during the period.

Whilst we might seek to pat ourselves on the back for what has been delivered, we must continue to push forward and do more, achieve more and demonstrate deliverable outcomes. We must also become more vocal, visible and recognised for the difference we make through our actions creating an active and engaged network .

Two years ago we started with Beaches, now they create the important link to both Land and Sea where our new projects will demonstrate even more positive environmental impact.

Ofcourse, none ofthis would be[possible] without[ our][ hard-working] and committed team,[our] amazing supporters and sponsors and our volunteers, thank you all.

As | mentioned above, we can and will do even more in the year ahead.

Whilst recognising the challenges of securing appropriate funding is always a focus we remain confident our efforts will reward us, allowing our projects to thrive, demonstrating difference.

Whatever your involvement with us either during the year, or in the future, thank you for working with us it is truly appreciated.

Thank you!

Signed on behalfof the charity Trustees: Print name:

==> picture [271 x 95] intentionally omitted <==

----- Start of picture text -----
Designation:
sone Y 02.12.2025
----- End of picture text -----

APPENDIX2

$C052496

Balanced Horizon

==> picture [496 x 625] intentionally omitted <==

----- Start of picture text -----
||||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |Receipts|and|payments|accounts| |Fortheyear|J|[——sPeriodstartdate_]|| |__—Periodenddate| |Scottish|Charity|Regulator|from|| [JT on JLIt;|[Month [Year_]| |Section|A|Statement|of|receipts|and|payments| |Unrestricted|Restricted|Expendable|Permanent|Total funds|_—‘Total funds|last| |funds|funds|endowmentfunds|endowmentfunds|current|period.|period-| |to|nearest|£|to|nearest|£|to|nearest £|to|nearest|£|to|nearest £|to|nearest|£| |A1|Receipts| |SC~dYSSCSCS~—~idUCYLCOWNCSC*dY|S|| |lecaces| |land|and|buildings| |activities| |A1 Sub|total|18,705]||55,043||73,748|48,007| |A2|Receipts|from|asset &| |investment|sales| |Proceeds from sale of fixed|assets|f| |Proceeds from sale of investments|po| |A2 Sub total|______-]| |A3|Payments| |activitiesPayments|relating|directly to charitable|46,980|60,278|2,417| |lcovenance costs.|«dt|SSSC~d|SC||| |A3 Sub|total|14,618|46,980|61,598|2,417| |A4|Payments|relating|to|asset|and| |investment|movements| |Ad Sub|total||78,500| |Total payments|[ast|| ae ||si se6|ETT|

----- End of picture text -----

APPENDIX 2 Balanced Horizon-

$C052496

Section B Statement of balances

==> picture [543 x 615] intentionally omitted <==

----- Start of picture text -----
- Expendable Permanent
eo Restricted funds endowment endowment eeeriod Total last period
funds funds
For the year from to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
B1 Cash funds Cash and bank balances at start of year 18,007 26,090 P|
Surplus / (deficit) shown on receipts and
payments account 4,087 8,063 26,090
Cash and bank balances at end of year i) | 16,146, 38,240 26,090
(Agree balances with receipts and payments
account(s))
Fund to which asset belongs Market valuation Last year
DetalJetais
to nearest £ to nearest £
— —
Total
Details Fund to which- asset belongs Cost (if available). Currentavailable)value (if Last year
to nearest £ to nearest £ to nearest £
Tota =» |_19,500] |__19,500} | 19,500]
Details Fund to which liability relates Amount due Last year
to nearest £ to nearest £
B4 Liabilities Independent examination fee a) en)
Details Fund to which liability relates veatimate) Last year
to nearest £ to nearest £
oo — —
Total
Signed by one or two trustees Date of
on behalf of all the trustees Signature Print Name ate o}
—
ee approval
----- End of picture text -----

APPENDIX 2 Balanced Horizon.

$C052496

Section C Notes to the Accounts

C1 Nature and purpose of funds (may be stated on Detailed on pages 26 and 27 analysis of funds worksheets) Type of activity or project supported navi | Number of grants f - —= Total C3a Trustee remuneration 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

C3b Trustee remuneration - details

C4a Trustee expenses If no expenses were paid to any charity trustee during the period then cross this box (otherwise complete section 4b)

Number of £ trustees C4b Trustee expenses - Beach clean expenses a a) detalls a Transaction Balance Nature of relationship Nature of transaction amount (£) outstandingperiod end at(£ andC5 Transactions with trustees Pament for fuel costs, skipperF connected persons John Dale - Father of trustee services, and boat hire used in 4,679 Thomas Dale beach clean-up activities Forth Resource Management Ltd, Donation received under the a company in which trustee Thomas} |company’s fuel allowance scheme Dale is a director and shareholder in support of the charity's activities — BS

APPENDIX 2

$C052496

Balanced Horizon

Additional analysis (1)

Analysis of receipts and payments

1 Donations
	. Unrestricted to nearest £	Restrictedfunds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	Totalcunent Total last pen le to nearest £ tonearest£
Forth ResourceManagement Limited JohnstonSmillieCharitable Trust LennoxHannayCharitableTrust Total	aE	5,000}	5,000}	4,636
2 Grants
	- Unrestricted	Restrictedfunds	Expendable endowment funds	Permanent endowment funds	Totalcurrent Total last pen pe
	to nearest £	to nearest £	to nearest £	to nearest £	to nearest £ to nearest£
Ocean FamilyFoundationgrant Baillie Gifford DWFFoundation		30,000 16,000 F200			30,000 16000}[
Total		48,000
3 Gross receipts from other charitable activities
	. Onvestricted to nearest £	Restrictedfunds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	Totalcurrent Tota last period pe to n arest £ ton arest£
Total	====				=
4 Payments relating directly to charitable activities
	. Onvestricted to nearest £	Restrictedfunds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	Totalcurrent Tota iest period Pe to n arest £ ton arest£
Beach cleanweekend Equipment insurance		148]	8 5074] po	ee=)	[32,249] 8,382 LT 4,217
Total		46,980			60,278 2,417

APPENDIX 2

$C052496

Balanced Horizon

==> picture [91 x 8] intentionally omitted <==

----- Start of picture text -----
Additional analysis (2)
----- End of picture text -----

5 Breakdown of unrestricted funds

	General Unrestricted Funds	Total unrestricted funds	Total unrestricted funds lastperiod
Receipts
Receipts fromfundraising activities Grosstrading receipts Income from investments other than land and	18,450
buildings Rentsfromland&buildings Gross receiptsfromothercharitableactivities Sub total
Receiptsfrom asset & investment sales
Proceeds from sale offixed assets
Proceeds from sale of investments
Sub total
Totalreceipts	18705] (_)]())	18,705	18,007
Payments Expensesforfundraising activities Grosstradingpayments investment managementcosts Payments relating directlyto charitable activities Grantsanddonations Independent examination] Preparationofannual accounts		Cd id Ti” 13,298 [	- [=~ 00
ee ee© Sub total	14,618
Payments relating to asset and investment
movements
Purchases of fixed assets
Purchase of investments
Subtotal

Nature and purpose of funds

Unrestricted funds can be used for the general purposesofthe charity.

APPENDIX 2

$C052496

Balanced Horizon

Additional analysis (3)

6 Breakdown of restricted funds

==> picture [455 x 522] intentionally omitted <==

----- Start of picture text -----
OceanFoundationFamily Baillie- BoatGifford - Muir- to Forth ScottishClean- UpCoastal Totalfundsrestricted. Totalfundsperiodrestricted last
Receipts
aes | 6,000 || [1,043] | |
0 0 60
Receipts 16000]| | 2,000|
from fundraising activities es 9 9
a 9ee ee 0s
buildings
Rents from land & buildings ee 0 ee 9
Gross receipts from other charitable activities 6 ee 9 5 es
Sub total 16,000 P3043} 55,043|
Receipts from asset & investment sales
Proceeds from sale of fixed assets
Proceeds from sale of investments
Sub total
Payments
Expenses
Gross for fundraising acivities | CC
trading payments es | es |
investment management costs es | es |
Payments relating directly to charitable activities 37,867|| 9,113| 2,417
Grants and donations | es |
AuditTindependent es |ee es |
Preparation examination] [| |__| es |
of annual accounis| [| {____——_—t es |
Legalcosts| | | a |
Sub total 37,867 |] [9,113] | 2,417
Payments relating to asset and investment
movements
Purchases of fixed assets |19,500|
Purchase of investments |
Sub total | 19,500 |
Nature and purpose of funds
Ocean Family Foundation — To support environmental restoration and protection initiatives carried out by the charity.
Baillie Gifford Boat — To fund costs directly related to the charity’s boat, including training, equipment, and maintenance.
Muir to Forth (MTF) — To support the development and delivery of the Muir to Forth landscape and biodiversity restoration project.
Scottish Coastal Clean Up (SCCU) — To fund activities under the Scottish Coastal Clean Up project, including clean-ups, education, and volunteer engagement.
----- End of picture text -----

APPENDIX 3 Independent examiner’s report on the accounts

Report to the Charity name trustees/members of Balanced Horizon

Registered charity	SC052496
number
On the accounts of the	Year start date Year end date
charity for the period	Day Month Year Day Month Year
	01 May 2024 to 30 April 2025
Set out on pages	24 - 29 (remember to include the page numbers of additional sheets)

Respective responsibilities of trustees and examiner	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 (as amended). The charity trustees	The charity’s trustees are responsible for the preparation of the accounts in accordance
	consider that the audit requirement of Regulation 10(1) (d) of the Accounts Regulations	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.
Basis of independent	My examination is carried out in accordance with Regulation 11 of the 2006 Accounts
examiner’s statement	Regulations. 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	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 viewgiven bythe accounts.
Independent examiner’s statement	In the course of my examination, no matter has come to my attention 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.
Signed:
Name:
Relevant professional
qualification(s) or body
(if any):
Address:	Johnston Smillie Ltd
	5 South Gyle Crescent Lane
	Edinburgh
	EH12 9EG