REPORT FRO￿1 THE SIR.4RTHL'R THOIIISON CH..IRIT.4BLE
Financial I'¢ar Januari. 202.1- Deccmhcr 202.7
Refcrcnee and .4dmini5tr4lii'e Detai15
Chariti.
Th¢ Sir.4rthur Thomson Charitable Trust
b)
Charili. Re
)islrJlion %Tiimbcr
?.iiOQ5
Address
'fhc Chainnan s nnice
Pri)fL%sor l M, Il(ii)Ih
clo Mi rs 11 Lndi, Trci'iq-smiih
T￿￿¢ ExLLuIii'L OffiLcr
Sir Arthur 'fhomsiin Charitable Trusl
Ci)Il¢b>e of MediLlI)e & Health
Unii'crsily c)f Binningham
Edg,baslon
Birniing,ham
B152
d)
Trustees
C'hairman=
Professor I W Booth BSC. MBBS, MSC. MD, FRCP, FRCPCH,
DRCOG. DCH
Dr A S Buchan; Bsc. PhD {re5igned September 2023)
Mr D R Holmes; MA (Hons) DCL
Ms Kalie Warringlon: Bsocsc: ACA
Mr A J Kendall, MA Oxon
Professor Michacl Shcppard: MBChB (Hoiis)," PhD
Professor Peter Hullon: BS¢ IHoiis},' IMBChB' PhD; Fellowship of the
Royal CollegFe of Ana¢sihelisls (FRCA)
Professor Tim Barret MBBS. MRCP. PhD. (new Trustee from Ociober
2023)
Professor Cathryn P Thomas; MBChB 1994. MRCGP 1989, FRCGP
1995
Inde
endent Examiner
Page l of3

Ms Sally Chance.
Bankers
Lloyds Bank. Harbome Branch, 125 High Street, Harborne.
Birniingham B17 9NP
Structure Governance and ]Ilana
ement
The Sir Arthur Thomson Charitable Trusl was established by the lale Sir
Arthur Thomson. Dean of the Faculty of M¢dicin¢ al ihe University of
th
Birniingham by a Trust Deed dated I l October 1963 and is adrninislered by
Trnstees who have the power lo ap￿in1 their successors. Meelings of the
Trustees are held not Icss than Iwice a year, the Chairnian having delegyaled
auihorily lo deal with birant applications between meetings if need arises. Day
to day administration is d¢ali with by Mrs Wendy Trevis-smith. Trust
Executive Officer in consultation with the Chairn]an.
li has been agrccd that training be made available to any Trustee requirinb) it,
bul Iradilionally their number has been drawn from Medical and D¢nlal staff
and fomier otTicers or honorary officers of the University {alon&y with those
from the professional services secior) who between th¢m have the skills,
knowledge and experience ncedcd for the rolc.
Ob ectives
The Charity"s principal aim is lo improve the experience of the University's
medical and dental students in what is now the College of Medicine and
Health. li provides prizes for ihe beller students and scholarships lo assist
those able to lake additional course5 and those willinb7 and able lo undertake
projects often in developing counlries. In addition, it supp)rts some of the
incr¢asin8 number of students who cary out research and obtain results good
enough to be selected for presentalion al international meetings. The Trust
offers financial help lo cover the cost of regiislralion, transpori and
accommodation. The Trusl also helps hibih achievers who are selected to
perfomi at national or international events relating. for example, lo sport and
music.
Financial Review
The Charit). s funds. other than bank deposits, are invesle(l in Sardsin and
Partners UK. Th¢rc is also available to the TTUStees, and invested in the
University"5 Managed Ini'eslmenl Funds, the income from a bequest made by
Sir Arthur under the lenns of his Will which is administer￿ by the University.
The Trust's income is applied each year by way of grants to meet the calls
made upon it. Any surplus is held in Teserve to meet ￿tUre needs as ihe
College of Medicine and Health increases in size. The capital value of ihe
Trust's inveslmenls increased by £109.020 and a sum of £54,229 income was
Page 2 of 3

rcLCiI"Ld. rLpre%LniinL J Liiw]ibiiicJ rLtuni Ill- g.1"i) during IIIC i"L.Ir LnilLd
D¢'cLnihLr •ll?I
I'aluc of In%'es¢nicnts and C'ash De
ThL i JIUL ()l- Ilie 1111 L'%ll?ieiii% anil L4i%h dL'Pi)41l% IILI(I bi- iliL Sir ilflhur
Thciin5(In ChariiablL Trusl i4 at iliL I'car-Liid as follLII4 S..
2022
21121
Sara4in and Partl)Lrs L.. K
Ini'L%linLni:
l.yl().347
1.94,%.177
Bank. Teni) l)LtK)%II%
Baiik CU￿ent AIL()uiII
?o¢).ni
Pul)lic Benefil
ThL l-rLisILL% l)ai-L hail rLb4)ril i() IliL &*uiddi)LL l)f ilic C-Ii&1ri1S' Conii)Ijssj()11 1()
publil hLn¢lil in lii%ikingy Ilicir giraiil4.
Pr()t"C550r I Il, Booih
Chairman
Sir Arthur Thomson Charitable Trust
File referenGe'
WATSIAT TrusVCh8rity Cornm￿5￿ ReF¥xI
January 20230ecember 2023
Page 3 of 3

Independenl Examinef's
Repoit on the Accounts
Se(tion A
lfiOepeTrdeni iumlner's Report
SII AQTrIUQ IHON£DN T￿u(r
31 1 122
2 ? 3 0':o,sl
trLnlM
11 Il lity A,lTr tL'
luf*l*.i I
' ￿.1 li tl 41111 Ily 1*1 1149111-1 h.)i hi tiry •llllVll•b
11 tOV4*1
SALL9 .CJ4ANCE. FCC&-
FFLLOWJ OF ASCociffj1￿ o
,C£ITfrIEC> CHAUEAED Accrth7¥wis
clb COLLEGE CF MEOICINE
HEALI H, 14NIVFisfry. OF ￿Q1h1
Irfwly <4 Jtrll
lip
2011

i%tered ChAriti' Nunibcr 21 Illns
iatemcnt of "frust ..lssctS AS at I I l)cecmher 2n2.1
nioDrh4 10.11 Dtctmh*t 2072
ihi'r
-roiil
12 thJnnth% t* I I l)¢rrThbrr 2n21
umh*r
TThral
tkwrlpiion
rrctfil*#r
RLI
Ih*rt
shirr
'aluc
shar¢s
shAr
SJrJ%in
.94R..177
7.4.7h.I
76.717
I !% 111 74
malurL¥ 17 Ilh ?4 4
S￿￿TI￿al
2.1011,847
IJADk r)L
21N).n14
B.'Ink LlalaniL
20Q.O.11
7.1.113
?.(M8.11)?
Tiiial futhts •i*il*bk at 11 lkn'L*nkn !O?I
2.17.1.970
Interest to be applied 1716124 will be £1.478.65

14trrfd ('hwrili 211004
diliirt and Ilud M for iht I. effldi
11 mthiih* lo
12
11 l*¢ 1•2
.%PvAd*¥**
Sir
ir
aDtYAnce
i.IKX)
l.y Ilth*(&l WLkni*l
ILYPni¢s
"4n
( 401
7,f41
wo
ird
Trkn¢l

SIR.4R"riii R TH()IIS()S C"H..IRIT..IBLF- fRI'ST
istcred C-hariti 2.1.3110
Actual Income &. E
cnditure Accouni for the 12 nionih% enllin .1 l Decemhcr 21I•_7
12 n)¢Jnihs io
12 nithnihi t
Linc
.11 Drr 2021
-11 l)ec 2022
Rit-
Dc%iripiion
121
Incume
114.02 1
11 fi.07$
l.e5% Tr-Ip¢ndii¥re
Sir 4nhur I h£irn.4on l)i%iingui4htd N'i4iiing? Priife£wr%hip
Ji)hi) ..l%h l.eciure
Sir .4nliur I hornNon buT4aries for N1BChB elcciii'e >iudv
%IT .4rthur Thom%on bUr￿Tle% for HDS cleciiie 4tud¥'
]nlLf¥alaiin￿ BuT%arie% for N1eLlical and Denial %iudenT%
Sun)JneT I'aLaiion PTuJeLl% fL)r BNILdSi Lti
Sunin)er i'4iraiion projcil4 for KIB('hB &. CiEC U6
Supp()M fnT Pri£e4
%uppi)n f(Ir SiKidl F.i'eni
('hairs Aiiion
Hiill()Taria
1.248
2.OOn
10.000
12.7$0
4.()00
S.440
111.400
-1.984
.1.14
2.766
7.89fi
3.000
HNIRF.S
( oiiferenL¢ Funding
Nled SiTrc F.i'ent
1.940
16
I'r.'ii'el Expen￿%
Hikh Achiei"ement
421
18
Sub.toial
100.$43
82.369
19
Surplus
14,078
33,706
A¢cumulAted Funds as at 31 D¢¢¢mb¢r 2023
12 months to
31 De¢ 2023
12 month5 to
Line
Ref
31 Dec 2022
Description
(31
141
20
Bilattce Brou hi Fon•ard I
anux
2(J9.03S
225.339
21
Surp]us￿er]cIt
14,078
33.706
22
Transfer fronbio Invesuneni
-Iso,000
-50,010
23
Balance ai'allable 31 December
73.113
209.035

441R ..IR'I III'H 'l'II()Il%nN C'II.IRI-I'.IIJI.F- 'I'RI'S'1-
12 n7vNih% to
-11 l)ectmber
-11 l)Liemlx'T
i )i'E.-s I'() tlC-C'()i'N-I"s
2112.1
li?¢oni¢
14cqu¢%l
40.045
30 )-eaT Rcuninn t)inntr N114C"Ilb IllledSc
InLonic r¢L'd triln) JAllll4 Foundaiipn
14.844
114.621
11.89
l 0.1)74
Nole 2
C'liatr5..Iciin
Donation to Med Soc
Refreshments for ATh Meetings
.1.94
44
.1.gR4