Charity re8b51ratlon nurnber 1193031 IEn8land •nd W•lesl
THE MARGARET ROBEKfsoN CHARITABLE TRUST
ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024

THE MARGARET ROBERTSON CHARITABLE TRUST
LEGAL AND ADMINISTRATIVE INFORMATION
Twstees
Mr P D Leadsom
Mr D J Maher
Mr M P Robinson
Charfty nurnlJerlÉn8lafid and Wales)
1193031
Prfnclpal address
Hodge Halsall SO1￿[tO
18 HoEhiOn street
Southport
PR9 OPA
Independent wmSner
Mltchell Charlesworth
tte5 C.D.E. & F
14th FI￿rThe Plaza
l(N) Old Hal Street
Lryerpool
Investment adv180
Rowan Dartlngion & Co. Ltd
StJame5's Place House
2610The QuadranL Aztec Wesl
Brbstol
8532 4AQ
GHC Capitrl Markets Limrted
NorwKh House
22-30 Horsèfair Street
LeKester
LEI 58D

THE MARGARET ROBERTSON CHARITABLE TRUST
CONTENTS
Pa
Trustees, report
Statement of trustees. re5ponslbllltks
Independent ey2mlner's report
Statement of finanail activit￿S
Balante sheet
Notes to the finantk41 staternents
8-13

THE MARGARET ROBERTSON CHARITABLE TRUST
TRUSTEES, REPORT
FOR THE YEAR ENDED 31 DECEMBER 2024
The trustees prèsent their anTh￿l ￿port and financial statem2nts forthe btarended 31 December 2024.
The flnanerdl statements have beeft wepared in accordance wtih ihe accountinz pollcles set cmjt in note I to the flnanclal
statements and Comp￿ with the trust's iru5t deed. the Charitie5 Act 2011 and 'Accountlng and ReporrinE by Charities-
Statemeni of Recom￿￿nded P￿ttl(e applicable to Charities preparing their accounts in accordart￿ ¥￿th the Flnènclal
RepDrting Standard appI￿able In the UK and Republic of Ireland IFRS 1021" loffÈctNe l January 20191.
Oblettlves and •ctfvltles
The otrlertlves of the charityare athan￿Ment of lunds to promote thè objects of the followlng charf(les.'
l. The Greyhound Trust IRCN2696681 ol"Peeks". Brook Lane, Horley. Surrey. ftU6 9SX.
2. Queenstourt Hos￿re IRCN 5188011 ofTown Lane. Southport. PR8 6RE.
3. Southport OFtshore Rescue Trust IRCN11468051 of ihe Lileboat Htyjsè. Esplanade. StyJthw•rt. PR8 IRX.
A(fvanclni funds to Qveenscourt N05pi£e IRCN 2696681 to provide continuing terminèl tsre Se￿lee$ tts all persons
wtth can￿r or other disease where it 15 fell thai a cure Is no bnger PDssible and lor whom tsnly pallkitlve treatment
is available.
Advancin8 (und5 to The 5wthport Offshore Rescue Trust IRCN 11468051 for the p￿seNatiOn ènd saving of Ilfe at sea
and to equip. malntaln and opÉrate an offshore rescue service at SwthsK>rt.
Advancln8 funds to The Greyhound Twst IRCN 2696681 for the relief of suffering and dést￿5$ of greyhounds retlred
Irom racin8.
Publicbenefit
The trustees confirm that they have throughout the term had reeard to the guidano i55ued by the (tharity Comrnssslon on
publlc benefit.
Activities
Summary of the rnain xtivitles in relatlon to ihose purpose5 for the publx benÈfrt. in partkubr, the actNrf(ies, prolects or
seNices Identified in the accounts.
Oonatlon of £267,841 to aueenscourt Hospice to assist the Hosplce their Give Chrlstmas chaI￿nge and on8oln8
funding shortfalls.
Donation of £25.OCrf) to SouthkY)rt Offshore ReKue Tw51 to assst with the purtha5e of è replacement Insho￿ Ihboat lauThch
vehicle.
Oonation of £25.1XK) to The Greyhound Trust to provlde lunds towrdrds ihe on8oin8workwi(h ￿ti￿d £reyhouThd5.
Gront mtskingpolicy
This Is a discretionary Trust and the Twstees u5ethat d15cretion to dimrlbute funds &cording to need and publlc benefit in
accordance with the purposes of the TfU5t.
A¢hlevtmènts and performance
SignlfJcontoctivitie5 ond orhievements 04oinstobJerthes
Queen5court Hosplce . provlded vital flnancial èssistaryce to a charity thai (*liver5 Cate and support for over 181M) people a
year suffering fiom cancer and oiher seriou5 dlseases. The Flosprce iete¥¥es le55 than 20X of Irs fvnding Irom the NHS and
relie5 heavily on donations for its very survival.

THE MARGARET ROBERTSON CHARITABLE TRUST
TRusfEES' REPORT {CONTINUED}
FOR THE YEAR ENDED 31 DECEMBER 2024
The trustee5' report approved bythe 8oard of Twstees.
-p. QL>
Mr M P Robinson
Trustee
Date..
zz.Ib. &2f.

THE MARGARET ROBERTSON CHARITABLE TRUST
TRUSTEES, REPORT (CONTINUED)
FOR THE YEAR ENDED 31 DECEMBER 2024
Southport Offshore Rescue Twst - the financlal support pthded durin8 the year ensured the new tsleboat Station was fully
eiuipped to allow ft to continue to provlde a search & rescue serrice around the Sefton eoastline. The charity is Independent
from the RNLI and recelves no dire¢rfundin8 and is dependent whollyon Llon3t¥)ns and fundraising.
The Greyhound Trusl the flnancittl a$51stance provhled allowetl the Trurt to complete their ftsgshlp homlng centre. The
harlty is the only national charity desJKated to homln8 retired ricing g¥eyhounds when they retire from raclng.
Investmentperfom70nce
The performance of the undertying lund Into whkh the Tnjst [￿nIeS a￿ Inve5*d Is re¥*￿d by the trustees on a regular
bas15.
Flnanclal revlew
Prlnrlpolfundinq50urces
The Trust fund is Invested in an Irwestfflent fund from whith wrthdrawals are rnade to make donations to the three charlty
Investmentpoliry
The investment fund Is Invested in a range of #ocks. shares & r45h balancln8 rlsk and reward with a vlew to overall Capltal
ppreriatlon.
The thar6ty has no employees or other costs and iherefoTe risk ￿ rnlnlmlsed. There 15 a risk to the investment fvnd from
downtum In equity Nice5 twjt th￿ Is mlnlmlsed by a spread of rlskand regular ￿e￿s.
Strudurei govern•n¢¢ irKI management
The Marga￿t Robertson Charltable Trusi Is an unlncorporated trust. re8￿te￿d a5 a tharrty on 8 January 2021.
The charity wa5 established unrler a Trust Deed. whlch establiS￿d the oblerts of the uniwrporated trust as set out In the
underlylng wlll.
The charity con$15ts 01 th￿ trustees and ￿ employees. There is no wider networ
The trustees who 5er%*d during the *ar and up to the date of 5¥nature of the finaKial statements were..
Mr P D Leadsom
Mr D J Maher
Mr M P Robinson
Recruitmenrand•ppointrnent gf twstees
The cornpany's current pollcy corKeming the paymÈni of trade creditors Is to follow the cei's PTompt Payers C￿e Icoples are
avallable from the C61, CentTe Polnt. 103 New Oxford si￿et. LondoTh WCIA IDUI.
The company'5 current poltyconcernlngthe payment of trade CTeditor5 is to..
settle the terms of payrnent wlth suppliers when agreeing the terms of each transartH)n-
ensu￿ that suppliery are made awa￿ of the terms of payment by inclusion of the ￿leVant terms in wntracts.. and
pay in accordan￿ ￿th the charty's contractual and other ￿la1 obli8ations.

THE MARGARET ROBERTSON CHARITABLE TRUST
STATEMENT OF TRUSTEES. RESPONSIBILrriE5
FOR THE YEAR ENDED 31 DECEMBER 2024
The trustees are responstble for p￿padnE the Trustees, Report and the financlal $tsteTr￿nts In accordance with appllcable law
and Unlted KlnKdom Actou•tin8 Stsndards Iunlted Kingdom Genernlty Accepted Attountlng Pract*el.
The law appllcable to charlties in England and Waks requSres the trustee5 lo prepare finarKk415taternent5 for each financial
vear which give a true and falr Vlew of the stale of affalls of the trust and ol the IrKoming re50urce5 and appltcatlon of
resource5 of the trust lor that year.
In preparlng these financhil staternents, thetrustees are ￿QUired to..
select sultable accounting polKies and then applythem tOn515tentty.'
- observe the methods and prin￿p￿S in the Charities SORP..
- makeludgement5 and estirnates that are reasonable and prudent-
state whether applicable accountine stsndards have been foll)wed. subject to ary rnaierol departure5 dlsclosed an
explalned the financial staternerst5.' and
prepare the finoncial ststements on the golng COn￿M basis vnle5S it is Inapp￿prWte to presume that the charity wlll
continue In operntlon.
The irusiees a￿ responsible for keepin8 5ufficknt accwntin& reco¥d5 that dlscbse wlth reasonable acoJracy at any time the
financial p051tion of the trust and enabk them to ensure that the financial statements compty wlth the Charities Act 2011, the
Chadty (Accounts and Ileportsl ReKuL3lio￿ 2C¥)8 and the provislons of the trust deed. They are also ￿Sponsible for
safeguarding the assets of the tfvsl ond hence for tskln8 reasonab￿ steps lor ihe yevertlon and detectb)n of fraud and other

THE MARGARET ROBERTSON CHARITABLE TRUST
INDEPENDENT EXAMINER'S REPORT
TO THE TRUSTEES OF THE MARGAR￿ ROBERTSON CHARITABLE TRUST
I report to the tru5tee5 on my ekamination ol the fftnancial statements of The Mar6aret Robertsgn Chairtabk Trn$t (the trustl
for the year ended 31 Oecember 2Q24.
Th15 report Is made solety to the chafity's trustees, a5 a body. in accordance ￿th Sertion 145 of the CharStles Att 2011. My
emarnination has been undertaken $0 that I might 5tste io ihe charity's irustees those matters l am reouired to stste to them In
an Independent Examlner's rewrt and for no other purpose. To the fullest extent permitted by law, I do not accept or assume
responslbilr(y to anyone other than the charity and the charrty's trustees as a tr￿)d¥, lor my examination. for thls report. or for
the opinlons I have formed.
ResponslbSlltles and b•slsof report
A5 the trustees of the trusr you are responsibk fDr the preparatlon of the financial statements In accordante with the
requlrements of the Charitle5Act 2011.
I report In respett of my exarnInatl¢￿ of the trusvs financwl statements carried out vnder secbon 145 of the Charities Act
2011. In carryinB out my examirtat￿n I have folbwed the Oirections gNen ty the Charrty CommissK)n under 5ectlon 14SISllbl
of thÉ Charitles Act 2011.
Independent ¢xarnlnee5 Statement
your attention Is drawn to the fart that thÈ ¢h•tlty has prepa￿d the hnanclal statements In accordance with the relevant
ver51on of the Staternent of Recommended Pratt￿e applicable to charities preparlng thelr linancial statements in accordance
with the Flnanclal Reportlng Standard applKoble in UK and Republic of Ire￿Thd IFRS 1021 in p￿ference to the Accountin8
and Reporting by Char￿les.. Statement ol 8ecomrnended Prartlce Issued on l April 2￿5 whKh 15 referred to in the extant
regu13tKsns but has fiow been wlthdrawn. l understand thai this has been done In wder for the financlal statements ¢0 provlde
a tfue and lair View in acc￿dance wrth UK General￿ Accepted Aecounting PractKe.
I have completed ry éxaminat*)n. I confirm that no have Cor￿ to nw attentk)n in tonnection with the examlnatlon
gi￿ng me cause to bel￿e that In any maierral respeci..
accounting records were not kept In resped ol the trust as requiretl ￿ settion 130of the Charltles Act 2011.
the tinancial statements do not accord with thJ5e records.. or
the linancial starern*nis do not comply wlth the applicable requirernents concernlng the frjrm and cty)te•t ol flnancial
statements ser our in the Charities (Accounts and Repjrtsl Regvlatsons 2CM18 other than any reQUi￿rnent that the
financhil stktements &￿e a true and larr Vie￿ which is not a matter considered as part ol an independent examination.
I have no corKe¥n5 and have come across no other matters In connection wtth the examinath?n to whkh attent￿n should be
drawn in this report in older to enable a proper understsndin8 of the financial staternents to be reached.
LLL t Ll C 5 1dLYIJ.I
Mltchell Char￿$Worth
Suites C.D.E, & F
14th Floor The Plaza
100 Old Hall Street
Llverpool
L39(
Date..
22 October 2025

THE MARGARET ROBERTSON CHARITABLE TRUST
STATEMENT OF FINANCIAL ACTIVITIES
INCLUDING INCOME AND EXPENDITURE ACCOUNT
FOR THE YEAR ENDED 31 DECEMBER 2024
Unrestrkt
fvnd$
1024
unrestr1c￿d
funds
2023
Notes
Income from..
Donations and legacles
Inve5trnent5
15,987
142.138
137.$84
Totsj Income
137.584
158,125
Expendlture on:
Raisln8 funds
Charltable attivities
56.198
321,752
48.347
427,0
Totzl expendlture
377.9X)
475.347
Net galns11105sesl on Investments
12
1801
38526
Nti Expendllurt and rnovemerrt In funds
1240.M61
1278.6961
Recondllatlon of funds:
Fund balances at l January 2024
3.479,493
3,758.189
Fund balances at 31 December 2Q4
3.239.047
3,479.493
The ststement of financial actkntles Includes all gains and 1955es recognosed In year. All Income and expenditurE derlve
from contlnuin8 activitie5.

THE MARGARET ROBERTSON CHARITABLE TRUST
BAL4NCE SHE
ASAT31 DECEMBER 2024
2024
2023
14otes
F6xed assets
Investments
14
3.165.050
3,458,743
Curretyt455ets
Cash at bank and in hand
80,454
30,7CXI
Creditors.. amounts lalllni due withSn one year
16
16.4571
19,9501
Nèt currènt assets
73.997
20.750
Total asset5 less current IlalAlltles
3.239.047
3,479.493
The fvnds of thE lryst
Unrestricted funds
17
3,239.047
3,479,493
3,239.047
3.479.493
The flnanclol siatements We￿ apwoved by thetrustees on Z.Z
Mr M P Robinson
Trust••

THE MARGARET ROBERTSON CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024
Accountln8 Olcles
Ch•rlty Inforni•tfon
The Mar8arei Robertson Charitsblè Trust is an unincorpjrated trust ioN*rned trust deed dated 8 Ocrober 2020
and registered In EnBland & Wales. The principal address Is Hodge Halsall SolKff(ors. 18 Hoghton StreeL Southport, PR9
OPA.
1.1 A¢countln8 cowentlon
The fir*nclal statements have been yepa￿d In accordance wlth ihe irust's deed. the Chartties Art 2011. FRS 102 "The
FIDanclal Reportlng Standard ap￿ICable in the UK and Republlc of I￿land- l-FR5 102.1 and the CharitlÈs SOFIP
"Accountlng and Reportlng by CharStles.' Ststernent of Recommended Praclre applitable to charitles preparine thelr
accounts In accordance ￿Eh the Flnanclal ReFy)rttng standard appllcable in the UK and Republic of Ireland IFRS 1021.
(effective l January 20191. The Iru51 is a Public Oenefit Entity as defined by FRS 102.
The flnandal statements have departed Irom the Charttles IAccoun15 and Reportsl Regulations 2008 only to the extent
iequired to provlde 4 true and fair VEW. Thi5 departu￿ has followlng the Statement ol Recomrnended Practite
for tharities applying FRS 102 rather than the version ol the Statement of Recommended Platt￿P whlch is relerred ro In
the Regulatlons twJt whlch has slrKe ￿en withdrdwn.
The linan¢lal statemeNs are ￿epa￿d In rtÈTlin& whkh Is the lunciional currerKy ol the trust. Monetary arnounts In
these flnanckl ststernents are rounded tothe nearest E.
The flnanclal strtements have been wepared under the himorical com corNentlon. The prlnclpal accountlll8 pollcies
adopted are Set out below.
1.2 Golnt c¢nom
At the tlme ol approvlng ihe Ilnanclal statements. Ihe trustees have a reax)nable expectstion thol the trust has
adequate re50ufcE5 to continue in opewational exi5terKe for the foreseeab￿ luture. Thus the twstee5 CQThtinue to adopt
the 8olng concern basis of accountin8 in preparing the finJnaal statements.
1.3 Charltable fund5
Un￿$tritted funds are a¥a1hb￿ for use at the di5tretion of the trustees In fvrthernnce of thelrcharftable objettives.
Restritted funds a￿ suble£i to specmlc conditSons by dor￿r$ or 8rantrJrs as to how they may be used. The purposes and
uses of the restrKted furHSs are Set out in the note5 to the flnanclal ststernent5.
Endowment funds are subpctto specfft conditlons by donor5 thai the capilalmu5t be rnaintsined by the trust.
1.4 Income
Income 15 recogn15ed when the trust 15 legally en￿t￿d to tt 3fter any perfDrrn8nee eotsditions have been n*t, the
amount5 Can be measured rellabty. and 6t Is probable that Income wlll be re￿￿Ed.
Cash donation5 are recognised on receipt. Other donatKJn5 are reco8nised once the trust has been notif￿6 of the
donatlon, unless performarKe COnd￿lOn$ reoulre deferral of the amounr. ItKome tsx recoverable In re￿tIOn to
donatlon5 reCe￿*d under Gift Ald OF deed5 of covenant is recogni5ed at the time of the donation.
Le8acies a￿ recognised on recelpt or othewwse rf the trust has been notified of an imFendin8 distributKJn, the amount
15 known. and r￿elp1 Is expected. If the arTh)unt 15 not known. the legary is treated a5 • contin6ent asseL

THE MARGARET ROBERTSON CHARITABLE TRUST
NOTES TO THE FII4ANCIAL STATEMENTS {CONTINUEO)
FOR THE YEAR EAIDED 31 DECEMBER 2024
A¢countSn¥ polldes
Icontlnuedl
1.5 Expendllure
Expenditure is recognised once there is a legal or cOnstruct￿e obl4%atv)n to transfer e¢0￿m￿ benefit to 4 third party. i(
is probats￿ that a transfer ol etonom¢c benefits will be requiTed in Sett￿rnent, and the amount of the obligatk)n can be
rnea5u￿d reliably.
Expenditure Is cLisslf*d by artNrty. The costs of each attAfity are rnade up of the totsl of dI￿(t eosts and shared costs,
Including support costs Involved in undertaking each acfivity. Di¥ett costs attributable to a single act(vlty are allo¢¥ted
dlrectly to that 8ctfvlty. Shared costs whKh contribute to more than one actniity and support costs which are net
attributable to a single a￿￿tIlY are appOrt￿Thed between those atthfit*5 on a basis consistent w)th the use of ie50urce5.
Central staff t05ts are albcated on tIE basls of time spent. and t1epre0a￿Tr charges are allotated on the ptsrt￿n of the
asset's Use.
1,6 Flxed asset Inve*ments
F￿erf a55et Inwe5tmeThts are inr(lally measured at transactlon prr¢e excluding transaction costs. ano are subsequently
mea$ured at fair value ar each reportin8 date. Chan￿S in falr ￿lut are recognlsed net incorrflexpenditurel for the
year. Transactlon costs a￿ t￿penSed as incurred.
1.7 Cash and cash eqtsl¥alents
Cash and tash qulvalents Include cash in hand. deF#)sits held ai call wlth banks. Other short-tem) I￿Uld In¥estrnents
th origi￿1 maturities of thfee months or less. and bank ovewdrnfts. Bank overdrafts are shown wlthin borrowin8s In
current Ilabllltles.
Basic linanclal assets. whkh indude debtors and cash and bank balance5, are InltSally rneasurod at transactk>n price
in¢ludtn8 transaction costs and are subsequentty carried at amtsrti5ed cost U51ng the effectNe interest method unless
the arrnngement cowtitute5 0 financlTh8 transaction. Whe￿ the transaction is mÈasuret1 at the present value of the
fvtUTe receipts discounied at a market Trte of interest. Financial assets classrfied as ￿Ce￿able within one year are not
amortised.
BO￿¢111•neIOIlIQblIltIeS
Basic liThanc¢al Iiabilltles. induding creditors and bank loans are SnitIal￿ re(08ni%ed at transaction prlce unless the
arrangement constitutes a financinB traI￿action. where the debt instrument ￿ measured at the p￿sent value of the
future payments discounted at a market rate of interest. Flnancial liabilit￿5 classrfied as payable within one year are not
amort15ed.
Debt Instruments a￿ subsequently carthed at amortlsed c05t. using the effettrye intsrest rnte n*thod.
Trade {￿ditOrS are obllgations to pty for good5 or seTrices th* have been acqu*ed In the ordinary course of operatlons
Irorn supplIe￿. Amounts payoble are Classil￿d as current liabilities if payment is dve within Of￿ year or less. If not, they
are presented as nOn4current 15abfjlltl￿. Trnde Creditors are wo£nised initially at transaction price aftd 5ubsequentlv
measured at amortwed cost using the effettNe interest method.
Derecognltlon ofAlnun(lollloNII
Flnar&ial IlabilY(ies are derecoBnlsed when the trusys contractual obllBatbns explfe orare dlscharged or cancelled.
1,8 Trxatlon
The charity benefits from varlws ￿eMPtIOnS from taxation affordèd by tsk legislation and Is not Ikble to corpoTrtlon
tax on income or galns fallin8 within those exemptbns.

THE MARGARET ROBERTSON CHARITABLE TRUST
NOTE5 TO THE FINANCIAL STATEMENTS (coNfiNUED}
FOR THE YEAR ENDED 31 DECEMBER 2024
Crttlcal a¢countlng e#lmates and ludymonts
In the applicatlon ol the trust's a¢countlnK pollc*s. the trustees a￿ wwred to matr£ jud&ernents. estimate5 and
assumptlons about the carryill¥ bmEMJnt of a55et5 and liabilitie5 that are not readily apporent from Other sources. The
estlmates and a￿0cM?ted assumption5 are based on historical experience and other factors that are consldered to be
relevant. Actual results may drffer frorn these e5timate5_
The estlmates and undertying assumptions are revlewed on an ongoing basis. RÈTr&iSll)￿ to accwnfjne estlmates are
reco8n15ed in the perlod in which the estIrna￿ is revised where the re¥6slon affeas only that perkxl. or in the perfod of
the revision and future perlods Whe￿ the ￿￿$10￿ affett5 both curient and f4rture perfod5.
No critical accwntlng e5tlmates orludgernents have applied In the preparaik*n of these financlal statement5.
Ineome from d￿a￿on$ and ley¢lt5
Unre5trkted
fund5
2024
Unrestrlrtpd
funds
2023
Donat￿n$ and 8fft5
15.987
Investments
2024
202Y
Income from Ilsted In¥estrnents
137,584
142.138
Ralslng fvnds
2024
2023
Investment rnanagernent
56,198
48,347
56.198
48,347
10-

THE MARGARET ROBERTSON CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMEpifs ICONllNUED)
FOR THE YEAR ENDED 310ECEMBER 2024
tharltable actlvltles
2024
2023
Grant funding of acrivi1*s (see note 71
Share of governance costs (see note 81
318,445
3,307
423.850
3.150
321.752
427,IMJO
Grants p•yable
2024
2021
Grants to in5titutK*ns:
Other
318.445
423A50
SuP￿rt costs allooted to artl¥tttes
2024
2023
Governance costs
3.307
3,150
Analy5ed between..
Charitable activities
3.307
3,150
Net movement In fvnds
2024
2023
The net M￿rnent In funds is stated aftei Ch3wn8llc￿dltlnel.'
FEes payabje for the Independent exarnination ol the charlvs financial ststernents
3,307
3.150
io
Th15tees
None of the trustees lorany persons connetted wlth them) reeèi¥td any remuneratlon or benenrs from the trust durinÉ
the year.
Employees
The tharity had no empkjyees during the current L)r piior year.

THE MARGARFf ROBERTSON CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMEKfs (CONnNUED)
FOR THE YEAR ENDED 31 DECEMBER 2024
12 N*t 8olnslllossesl on Inve#m¢r¢s
2024
2023
RevaluatloD of Investmerbis
Galnlllossl on sale ol In¥e5tments
26,293
126.3791
27,615
10,911
1801
38.526
13 Taxatlon
The charlty15 e¥empt frorn tsx on Incurne 8•in5 fallin8 ￿thin seCt￿)n 505 of the Taxes Act 1988 or sectknn 252 of the
Taxatlon of Chargeable Gain5Act 1992 to the extent thai these are applied to its charitable objects.
14
FSMed a55et lThve51rnents
115tedCash In pwttollo
In¥ertments
Total
COM orvalu•tlon
At I January 2024
Addltlons
Valuation changes
Net ￿￿veMent in tash
Dlsposals
3,524521
1,550,877
25,726
169.7781
3,458,743
1.550,877
25,726
131,282
12,001,578>
13L282
12.CQl,5781
At 31 December 2024
3.103546
61.504
3.165,050
Carrylng amount
At 3L December 2024
3.103,546
61.504
3,165.050
At 31 Decernber 2023
3,52&521
169,7781
3,458.743
15
Flnancl¥ Instrnments
2024
2023
Carrylng •mouni ofllnaM•l èsstts
Debt Instruments MeasU￿d ai amortlsed cost
Equity instruments rnea5ured at cost les5 Imp3irfflent
80,454
3.165.050
30,700
3,458,743
Carryln8 amwni ol flnandal Ilabl￿tIeS
Me35ured it amortlsed Cost
6.457
9.950
12-

THE MARGAR￿ ROBERTSON CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 DECEMBER 2024
16 credtt0￿: amountslalltn8 du¢ wlthln +)n• y••r
2024
2023
Accruals and defer￿d Income
6.457
9,950
17 Unrestrlct￿fllftds
The unrestricterf funds of the ch1￿¢Ye0mpr1Se the unexpended baLances of donations and grants wh￿b are not subject
to specific £onditiOfiS by donors and granrors a5 to howihey rnay be used. These include designated funds whkh have
been Set aslde outol unlestr￿led funds bythe trustees f0r5petrf￿ purpose5.
At I lanuary
21)24
Incomlfi8
ResOu￿e$G31r&3nd lomes 31 December
expended
2024
General funds
3,479,493
137.584
1377.9501
3.239.047
Pr•vious ￿•r
At l Jantsary
2023
In¢omln8
rtsourre5
R•sour¢esG•iTrs and l¢)sstS At 31 December
expended
2013
General funds
3.758,189
158.12S
1475,3471
38,526
3,479,493
Related p•rty ¢r4nS•rtions
In the ￿ar there were ¢Jonations [￿eNed from Mar8èret Robert50n's Estste £nil12023.. £15.9871. Yhe Execuwys of the
Estate have overlap with the Trustee's forlhe Margaret Robertson ChafitsbleTrust.
13