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|`NameofCharity:`|`SirSamuelScottofYewsTrust`|
|---|---|
||`Bya Deeddated16November1961theCharityknownasSirSamuel`|
||`Scott'sCharity(dated26March1951)amalgamatedwithSirSamuelScott`|
||`ofYewsTrust(dated15March1951).Theprincipalgoverningdocumentis`|
||`theSettlementDeeddated15March1951.TheSettlementisa private`|
||`charitabletrustcontrolledbyitstrustees.`|
||`Thepowerofappointingnewtrusteesisvestedinthesurvivingtrustees.`|
||`Ifneworadditionaltrusteesareappointedtheywillbeencouragedto`|
||`receiveappropriatetrainingdependingontheirqualificationsand`|
||`experience.`|
|`CharityRegistrationNumber:`|`220878`|
|`Referenceandadministrative information`||
|`Trustees:`|`HermioneStanford`|
||`EdwardRHPerks`|
||`CamillaWithington`|
|`PrincipalOfficeAddress:`|`Currey& CoLLP`|
||`33QueenAnneStreet`|
||`London,W1G9HY`|
|`Solicitors:`|`Currey& CoLLP`|
||`33QueenAnneStreet`|
||`London,W1G9HY`|
|`Accountants:`|`Mercer& HoleTrusteesLimited`|
||`72LondonRoad`|
||`StAlbans,HertsAL11NS`|
|`IndependentExaminer:`|`SteveRobinsonFCA`|
||`Mercer& HoleLLP`|
||`72LondonRoad,`|
||`StAlbans,HertsAL11NS`|
|`InvestmentManagers:`|`Smith& Williamson`|
||`25Moorgate`|
||`London,EC2R6AY`|





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|||`Expendable`|`Unrestricted`|||
|---|---|---|---|---|---|
|||`Endowment`|`Income`|||
|||`Funds`|`Funds`|`2022`|`2021`|
|||||`Total`|`Total`|
||`Note`|`£`|`£`|`£`|`£`|
|`Incomeandendowments`||||||
|`Investmentincome`||`-`|`117,850`|`117,850`|`101,705`|
|`Exchangerategain`||`111`|`-`|`111`|`243`|
|`Transferbetweenfunds`|`1b`|`(87,239)`|`87,239`|`-`|`-`|
|`Swisstaxreclaimed`||`-`|`-`|`-`|`2,588`|
|`Totalincomeandendowments`||<br> <br>`(87,128)`|<br> <br>`205,089`|<br> <br>`117,961`|<br> <br>`104,536`|
|`Expenditureon`||||||
|`Costsofraisingfunds`||||||
|`Investmentmanagementcosts`||`42,948`|`-`|`42,948`|`38,237`|
|`Charitableactivities`||<br>`1,001,260`|<br>`205,089`|<br>`1,206,349`|<br>`182,828`|
|`Totalexpenditure`||<br> <br>`1,044,208`|<br> <br>`205,089`|<br> <br>`1,249,297`|<br> <br>`221,065`|
|||`(1,131,336)`|`-`|`(1,131,336)`|<br>`(116,529)`|
|`Netgains/(losses)oninvestments`||`527,305`|`-`|`527,305`|`—1,589,651`|
|`Netincome/(expenditure)`||<br>`(604,031)`|<br>`-`|<br>`(604,031)`|<br> <br>`1,473,122`|
|`Netmovementinfunds`||`(604,031)`|`-`|`(604,031)`|<br>`1,473,122`|
|`Reconciliationoffunds`||||||
|`Totalfundsbroughtforward`||`8,389,497`|`:`|`8,389,497`|`—_6,916,375`|
|`Totalfundscarriedforward`||<br>`7,785,466`<br>|<br>`-`<br>|<br>`7,785,466`<br>|<br>`_8,389,497`<br>|





||`Note`||`2022`||`2021`|
|---|---|---|---|---|---|
|||`£`|`£`|`£`|`£`|
|`Fixedassets`||||||
|`Listedinvestmentsatmarketvalue`|||`7,436,660`||`8,307,813`|
|`Currentassets`||||||
|`Cashheldaspartoftheinvestmentportfolio`||`349,318`||`85,897`||
|`Incometaxrecoverable`||`1,968`||`1,968`||
|||`351,286`||`87,865`||
|`Currentliabilities`||||||
|`Amountsfallingduewithinoneyear`||`2,480`||`6,181`||
|`Netcurrentassets`|||`348,806`||`81,684`|
|`Netassets`|||`7,785,466`||`8,389,497`|
|`Expendableendowmentfunds`|`10`||`7,785,466`||`8,389,497`|
|`Unrestrictedincomefunds`||||||
|`Totalfunds`|||`7,785,466`||`8,389,497`|





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|`3.`|`Investmentincome`|`2022`|`2021`|
|---|---|---|---|
|||`£`|`£`|
||`Dividends`|`117,850`|`101,663`|
||`Depositinterest`|`-`|`42`|
|||`117,850`|`101,705`|
|`4.`|`Costofraisingfunds`|`2022`|`2021`|
|||`£`|`£`|
||`Investmentmanagementcharges`|`42,948`|`38,237`|



|`5.`|`Charitableactivities`|`2022`|`2021`|
|---|---|---|---|
|||`£`|`£`|
||`Charitableactivities`|`1,206,349`|`182,828`|
||`Thebreakdownofcharitableactivitiesisasfollow:`|||
|||`2022`|`2021`|
|||`£`|`£`|
||`DonationtoTheKathleenTrust`|`1,001,260`||
||`Grants- seepage12`|`191,000`|`166,000`|
|||`1,192,260`|`166,000`|



|`Thecharityundertakesitscharitable`|`activitiesthroughgrantmakingandawardedgrantstoa `|`activitiesthroughgrantmakingandawardedgrantstoa `|
|---|---|---|
|`numberofinstitutionsinfurtherance`|`ofitscharitableactivities.`||
|`Analysisofcharitableexpenditure`|<br>`:`||
|`Governancecosts`|`2022`|`2021`|
||`£`|`£`|
|`Unrestrictedincomefunds`|||
|`Accountant'scharges`|`5,460`|`7,380`|
|`Independentexaminationfees`|`1,800`|`1,800`|
|`Legalfees`|`6,749`|`7,648`|
|`Bankcharges`|`80`||
||`14,089`|`16,828`|
|`TotalCharitableactivities`|`_1,206,349`|`182,828`|





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|`6.`|`Fixedassetinvestments`||||
|---|---|---|---|---|
||||`2022`|`2021`|
||||`£`|`£`|
||`Marketvalueat6 April2021`||`8,307,813`|`6,761,913`|
||`Additions`||`1,980,965`|`2,905,307`|
||`Disposals`||`(3,379,423)`|`(2,949,058)`|
||`Netrealisedinvestmentgains/(losses)`||`210,970`|`278,628`|
||`Netunrealisedinvestmentgains`||`316,335`|`1,311,023`|
||`Marketvalueat5 April2022`||`7,436,660`|`8,307,813`|
||`Historicalcostat5 April2022`||`6,254,508— 6,823,483`||
|`7.`|`Taxrecoverable`||||
||||`2022`|`2021`|
||||`£`|`£`|
||`UKtaxrecoverable`||`1,968`|`1,968`|
|`8.`|`Liabilities:Amountsfallingduewithinoneyear`||||
||||`2022`|`2021`|
||||`£`|`£`|
||`Accountancyfees`||`-`|`1,500`|
||`Legalfees`||`2,480`|`4,681`|
||||`2,480`|`6,181`|
|`0.`|`Analysisofnetassetsbetweenfunds`||||
|||`Fixed`|`NetCurrent`||
|||`Assets`|`Assets`|`Total`|
|||`£`|`£`|`£`|
||`2022`||||
||`ExpendableEndowmentFunds`|`7,436,660`|`348,806`|`7,785,466`|
||`UnrestrictedFunds`||||
|||<br> <br>`7,436,660`|<br> <br>`348,806`|<br> <br>`7,785,466`|
||`2021`||||
||`ExpendableEndowmentFunds`|`8,307,813`|`81,684`|`8,389,497`|
||`UnrestrictedFunds`||||
|||<br>`8,307,813`<br>|<br>`81,684— 8,389,497`<br>||



## 



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|||`Expendable`|`Unrestricted`||
|---|---|---|---|---|
|||`Capital`|`Income`|`2021`|
||`Notes`|`Funds`|`Funds`|`Total`|
|||`£`|`£`|`£`|
|`Incomeandendowmentsfrom`|||||
|`Investmentincome`|`3`|`-`|`101,705`|`101,705`|
|`Exchangerategain`||`243`||`243`|
|`Transferbetweenfunds`||`(78,535)`|`78,535`|`-`|
|`Swisstaxreclaimed`||`-`|`2,588`|`2,588`|
|`Totalincomeandendowments`||<br> <br>`(78,292)`|<br> <br>`182,828`|<br> <br>`104,536`|
|`Expenditureon`|||||
|`Costsofraisingfunds`|||||
|`Investmentmanagementcosts`|`4`|`38,237`|`-`|`38,237`|
|`Charitableactivities`|`5`|`-`|`182,828`|`182,828`|
|`Totalexpenditure`||<br> <br>`38,237`|<br> <br>`182,828`|<br> <br>`221,065`|
|||`(116,529)`|`-`|`(116,529)`|
|`Netgains/(losses)oninvestments`|`6`|`1,589,651`|`:`|`1,589,651`|
|`NetIncome/(expenditure)`||<br>`1,473,122`|<br>`-`|<br>`1,473,122`|
|`Reconciliationoffunds`|||||
|`Totalfundsbroughtforward`||`6,916,375`|`-`|`6,916,375`|
|`Totalfundscarriedforward`||<br>`8,389,497`<br>|<br>`-`<br>|<br>`8,389,497`<br>|





## 

||`2022`|
|---|---|
||`£`|
|`ActionMedicalResearchforChildren`|`3,000`|
|`AnthonyNolan`|`5,000`|
|`AntibioticResearchUK`|`5,000`|
|`AssociationofBritishNeurologists`|`2,000`|
|`AsthmaUK`|`10,000`|
|`BoneCancerResearchTrust`|`2,000`|
|`BRACE`|`2,000`|
|`BritishHeartFoundation`|`2,000`|
|`Cerebra`|`1,000`|
|`Crohn's& ColitisUK`|`2,000`|
|`ClatterbridgeCancerCharity`|`2,000`|
|`CureParkinson'sTrust`|`5,000`|
|`CysticFibrosisTrust`|`10,000`|
|`DesignabilityCharity`|`10,000`|
|`EpilepsyResearchUK`|`3,000`|
|`FightforSight`|`5,000`|
|`GynaecologyCancerResarchFund`|`2,000`|
|`InstituteforCancerVaccines& Immunotherapy`|`2,000`|
|`JuvenileDiabetesResearchFund`|`2,000`|
|`KidneyResearchFund`|`10,000`|
|`LiverGroupCharity`|`2,000`|
|`MotorNeuroneDiseaseAssociation`|`5,000`|
|`NF2BioSolutionsUK`|`5,000`|
|`NottinghamTrentUniversity`|`1,000`|
|`Orchid`|`10,000`|
|`PancreaticCancerUK`|`10,000`|
|`Parkinson'sUK`|`5,000`|
|`ProstateCancerUK`|`5,000`|
|`PSSC`|`5,000`|
|`RoyalHospitalforNeuro-Disability`|`4,000`|
|`StMark'sHospitalFoundation`|`10,000`|
|`StokeMandevilleSpinalResearch`|`3,000`|
|`TargetOvarianCancer`|`5,000`|
|`TheBrainTumourCharity`|`3,000`|
|`TheInstituteofCancerResearch`|`10,000`|
|`VersusArthritis`|`5,000`|
|`WellbeingofWomen`|`10,000`|
|`WorldCancerResearchFund`|`3,000`|
|`YorkshireBrainTumourCharity`|`5,000`|
||`£191,000`|