APPENDIX 1 oscr Penod start date mth Year X)24 Period end date Month Year 25 Da 10 From To 31 Office of the Scottish Charity Regulator Reference and administration details Charity name Other names charity is known by Registered charity number Charity's principal address Caledonia Connections SC053340 Names of the charity trustees on date of approval of Twstees. Annual Report Trustee name Office (rf any) Dates acted rf not for whole year lor body) entitled to appoint truslee Irf any) Trustee 101512024 - ApF)ointed 101512024 - Appointed 101512024 - Appointed Tnjstee Trustee 10 11 12 13 14 15 16 17 18 19 20
APPENDIX 1 Reference and administration details Names of all other charity trustees during the period, if any. (for example, those who resigned part way through the financial period) Name Dates acted rf not for whole year Structure, governance and management Type of governing document The Chartty was set up by the members and was recognised as a Scottish Charity with effect from 10th May 2024 A deed of trust ar¥J constttutes an unincorporated charity The charity is administered in accordance with the terms of the constttution. Trustee recruitment and appointrnenl The Trustees were elected in 1 Oth May 2024 Appointment ar remval is in accordance with the temis of the C*StItutiOn. Objectives and activities Charitable purposes The purpose of the charity is to achieve its objectives are set out in th constttution. Summary of the main activities in relation to these objects During the year the chartty recerved dork7tn of £39,75.13 The revenue experKliture for the year was £37,994.23 The main area of expenditure for the year was the running of an event costing £27,096.00 arKI £6,800.00 for the setup and running of the website Donations to other charities totalled £3.781.00.
APPENDIX 1 Achievements and performance Summary of the main achievements of organisatio 's purposes are" the charity during the financial peri¢)d . The promots'on of religious or racial harnny. b. The promots'on of equalty and dNersity. c. The advancement of crtizenship or community development. d. The advancement of the arts, heritage. culture or science. e. The advancement of human rights, conflict resolution or reconciliation. f. The provision of recreational facilities, or the organisats'on of recreational activities and events, wth the object of improving the conditM)ns of lrfe for the persons for whom the faolilies or activities are primarily intended Financial review Brief statement of the charity's policy on reserves The charity holds a trustee bank account. this requires approval of 2 trustees to access any of the funds. The main funding of the charity is donation by its members and volunteers Details of any deficit Donated facilities and services (if any)
APPENDIX 1 Th• trustees declore that tt*y haya approved the trustoes. rvrt above. Signad on behalf of the charlty's trustees Signaturef Full <Jam8( Position l¢4. Ch oqliiii
APPENDIX 3 oscr Office of the Scottish Charlty Regulator Independent examiner's report on the accounts Report to the Caledonia Connections tru8te•3lmernb•rn of Reglstered charity numbor SC053340 Period start date Mmlh On the accounts of the charlty for the period Period end date Month Year Doy Year May 2024 to 31 03 2025 Set out on pages Ir•m•mb•f10 ltteluao the p•90 num8 olAddilonBI she•lil On¢ lo son Respective The charity'8 truslee8 are responsible for the preparation of the accounts in accoréance responsibilities of with the terms of the Charitias and Trustee Investment {Seotlandl 2005 Act and the trustees and oxaminer Charities Accounts (Scotlandl Regulations 2006. The charity trustees consider that the audil requirement of Regulation 1011) (dl of the Accounts Regulations does not apply. It is my responsibilily to examine the accounts as required under section 4411) (c} of the Act and to state whelher particular matters have come to my attention. 8osi$ of Indopendont W examInatn is carried out in accordance with Regul8tion 11 of the Charities examiner's statement Accounts (Scotland) Regulations 2006. An examination includ0$ a revi6w of the accounting records kept by the charrty and a comparison of the accounts presentecl with those records. It also includes consideration of any unusual items or disclosures in th8 accounts and seeks explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence thal would be required in an audit and, consequently. I do not express an audit opinion on the accounts Independent examiner's In the course of my examination, no matter has come to my attention [other than that statement disclosed on the attached page'l whh gives me reasonable cause10 belEve that in any material respect the iequiremenls.. lo keep accounllng records in accordance wlth section 4411) lal of the 2005 Act and Regulation 4 of the 20(X Accounts Regulations, and lo prepare accounts which accord with the accounting records and comply wrth Regulation 9 of the 20(A Accounts Regulations have not been met, or lo which, in my opinion. allentlDn should be drawn in order to enable a proper reached. Date.. Signed Name Rolevant profes$lona quallflcatlonls) or bod {if anyl 11112/2025 Address
'Please delete the words in the brackets if they do nol apply. If the words do apply, sel out those matters which have Come lo your allenlion on the following page.
APPENDIX 3 Disclosure section Only complete if the examiner needs to highlight material problems. Give here brlef details of any items that the examlner wishes to dlsclose
oscr Caledonla Conngctlon ll Chorfty Regukntor SC053340 Recei ts and ments accounts For the p?rlod Irorn 10 2024 31 OJ 2Q25 Section A Statement of receipts and payments Unrestrlcted lund$ R¢8trlct¢ lund8 Expendable •ndowmen¢ funds to nir•t£ Permanent endowment fund5 Tot41 lund8 urrgnt pgrlod Total lund8 la•t pgrlod to n••r•il E to n•4r•il ¢ to nur••t£ Al Recgl Donations Lo 8¢ie$ Grants Re¢oi 1$ fr¢m fundraisin Gro&s Iraoin rec81 ncome rom Inves land and buildin Ren18 from18nd & bullOin ross rtrctrip romo ere rnen er an 8r tot• 39,470 39,470 A2 R•¢elpt• from i•••t & Inv•8tmènt •alo• Procetrds from sale ol Ilxed 88sels Pree¢S from Sole ol investments Iota Toi41 r•eolpls 39,470 39,475 AJ Paym•nt• Expenses for fundralsino Bcilvlll8& Gross Irading paymonis Inv851menl management CQSt$ Payments relating directly lo ¢h8iiiable 317 317 Giants and don$iion$ Governance cosl&'. Audll I Independent examinatio Prepaiallon ol annual account Legal cos1$ Other W¢bsile costs A3 Sub tot*1 A4 Pgym8nt• r8lBtlng to 4•••t And Invo8tmont movemgntl Purchases of fixed assets Purchase ol inveslrnonl$ A4 Sub totll Total pawnent8 37,995 37,99S Nel recelpt$ /(payments) AS Transfers to I Ifroml lund$ SU1V5 /(defl¢lV for yejr
APPENOIX2 Caledonia Connectlons Section B Statement of balances SCO53340 EApond•bl rD141 curr•nl p•rf 0¢1oils lund• Td•l 14¥t p•rf fvn fvndi Io TrMT•Stt lo B1 Caih fundi Cash bar& bwc•3 al slart ol yo8r Sutyu5 Ildefrill 3h(wm onrEcwp15and nxni88ccouni Roun¢ing 1.480 ¢••h •nd bank b•l•nco8 It •nd ofyeir (Aqrei bathnc8s wthrecwt5 wd 14yrrlS couniisii 1.480 1.480 To1•1 ••i•i b•lo ¢ury•rf¥1I i L••tl ID lo T•¢ii Vundigh•bl1hyr•I 04 Ll•bllltl•• Totsl y••1 l• 86 Contlngent llablllt0 T•t41 Slqn•d by •M orMtnJ••i gn b•h•Wof 41 th• appiov 12 12 Tnot•gsARAp2 •*r•l 31 Q3 25 1 St•t•Thniof襕nc Dwt•r2Q07
APPENOIX 2 Caledonia Connections SC053340 Section C Notes to the Accounts C1 Naturo and purpose of funds (may be slated on analysis of funds worksheets) Delivery of community events and activities that foster harrnony, 8quallty and Incluslon whlle offgrlng meanlngful recreallonal opportunllies Ihal Improve quallty of Ilfe lor tho people ond communllles we serve. Typo ol 8¢tlvlly or proloct support¢d Numb•r ol grAnt• m4d• C2 Grant• Totsl C3a Tru8tee remuneratlon 11 no remunerallon was pald durlng the period to any charlty Iruslee or person connected lo o trustee cross this box lolherwise complete section 3bl Aiithorlty undof whlch pAld C3b Trusteo romuneratlon- detalls C4a Trustee gxpense• 11 no expen8e8 were p8ld lo any charlty Irusloe durlng the perlod then cross thi3 box lolherwlse complele $8¢lbn 4bl Numb•r ol C4b Tru8teo oxp8n8e8 - deta118 Irin•4ctlon 4mount 1£> outitondlno it Naturo ol r#laiion$hl Naliiro of tiansactlon C5 Tran8actions with trust•O8 and connected persons C6 Other Inforynatlon Trustees AR Ap2 exGel 31 03 2025 1 Note5 December 2007
APPÈNDIX2 Caledonla CoTrnectlon8 SC053340 Additional analysis11) Analy•l$ of r6¢8lpts and payments l Don8tlon8 Unr••trf¢i•d tund Rxp•nd4b •ndowminl lundi n•4r•¥tt P•min•nl •ndwim•nl R•ilrtgl•dfund• T1 ¢ury•nt p•rtod Tolll l••t p•rtr•d t•n•Mb¢¢ 08n6r81 2 Gr•nt• i•iii ourr•nT Gènèial 3 Gro•• r•¢•lpt• from oth•r cttirltsbl• i¢tlvltJ•• Unm•trfot•d lund• IMp•ndabl• •ndowm•ni rynd• P•min•nl Toill ourf•n Pl••tdDi•d lun#1 T•t•l l••i p•rf• lund• ID n•if•itt HMRC Charllle J,opo Tot41 3,090 J,J85 4 Piym•nt• r•l•tlng dlr•¢tty to ¢h•rlt•blg ac¢lvltleB Unm•trf•t•d lynd• Ixp•nd•bl• •n4pwm•nl P•miMnl •nd¢wmnl lundi Toiil •ury•nt rltd G•n•rel Total Tru¥¥$AR Ap2 èxcel 31032025A&Jition¥l nolg$111 Decembei 2007
APPENOIX 2 Cal8donla Connections SC053340 Additional analysis121 S Br••kdown ol unrfritrlcled fundi 3 +44 l&w T•ti unr••trfot•d fund# R•¢•l Le Gr4ni¥ Rgcei Gro•i receipts Irtrm41h•r¢h•rti•bl• 4cli¥lU¢s Suts iol•l ),09S 3,596 Prou•di trorn iaie ol fixed asseli Prouedi Irom 141• 01 Inv••im•nii ub foi•1 rol•l rK•lpt¥ r• Irwr Ex p4 InvBBlmèni men4 nlj om•nt co•1• Govtrninu co•ii' Audii I Ind• Sub lOt•l Piym•ni1 rnlillng lo i•b•t ind Inv•iim•ni movDm•ni¥ PurchBJ• ol InVB•imgni• Sub tvt•l Tot•1 p*ym•nt¥ Tran•f•r• to I Ilroml fund• Surplu• l(d•ll¢l¥ hrye•r N•lur• Ind oi• of fund• TTuIIqè5 &x¢+l 31 0)2025Additll1 not•i12) D•Ml 2007
APPENDIX2 Caledonia Connections SC053340 Additional analysis13 6 8reakdown of rosidctsd fundi T91 r•Ktrfot• lundi Totsl f•strfo¢•d R•¢•lpli Grèn18 Ineome Irom Inv•iim8ni8 oin•r Ih8n lantt 8nd buiirjin Sub lot81 Sub lQt•l Tot•lr•e•lpis Piymvntl pa mènii Inve$lfflgnl monB98rnenl ¢0111 Gov•rn•n¢• co•ii Audll I Ind•pqndenl axatIon Piym•ni• r•l4iinq to ••••1 •nd In¥••tm•nl mo¥•m•nt• Pvrch•¥• ol Inv••thwnt• Sub tQf*l Tot•lp•ym•tJis Tr•n•f•rn to I Ilroml fund• SLtrplus/ld•flelll for¥••r N•turg in¢1 00• of fund• TNii•o1 AR Ap2 •xc•l 31 03 2025Addilion•l Ml•s131 c•mbo1 2007