REPORT FROM THE SIR ARTHUR THOMSON CHARITABLE
TRUST
Financial Year . January 2025- December 2025
Reference and Administrative Details
Charil Nam¢
The Sir Arthur Thomson Charitable Trust
b)
Charit Re
istration Number
233005
Address
The Chaimian's Office
Professor I W Booth
c/0 Mrs Wendy Trevis-smith
Trnst Executive Officer
Sir Arthur Thomson Charitable Tnjst
College of Medicine & Health
University of Binningham
Edgbaston
Binningham
B15 2TT
d)
Trustees
Chairman..
Professor I W Booth BS¢, MBBS, Msc, MD, FRCP, FRCPCH,
DRCOG, DCH
Mr D R Holmes" MA (Hons) DCL
Ms Katie Warrington: Bsocsc; ACA
Mr A J Kendall, MA Oxon
Professor Michael Sheppard.. MBChB (Hons).. PhD
Professor Peter Hutton: Bsc (Hons),. MBChB' PhD' Fellowship of the
Royal College of Anaesthetists (FRCA)
Professor Tim Barret MBBS, MRCP, PhD
Professor CatFryn P Thomas. MBChB 1994, MRCGP 1989, FRCGP
Professor Una Martin. MB Bch Honours, BSC, PhD, FRCP
Professor Kristien Boelaert. MD. MRCPI. PhD, FRCPI, FRCP, FBPS,
FBHS
Professor Paul Nankivell; BA. BMBCh, PhD, FRCS (ORL-HNS)
Ind
dent Examiner
Page l of 3

Ms Sally Chance.
Bankers
Lloyds Bank, Harborne Branch. 125 High Street, HaTborne,
Binningham B17 9NP
Structur
Governance and Mana
ement
The Sir Arthur Thomson Charitable Trust was established by the late Sir
Arthur Thomson, Dean of the Faculty of Medicine at the University of
Birmingham by a Trust Deed dated I I, October 1963 and 15 administered by
Trustees who have the power to appoinl their successor5. Meetings of the
Truslees are held not less than twice a year; the Chainllan having delegated
authority to deal with grant applications between meetings if need arises. Day
to day administration is dealt with by MTS Wendy Trevis-smith. Trust
Executive Officer in Consultation with the Chaim]an.
It has been agreed that training be made availabl¢ to any Trustee requiring it,
but traditionally their number has been drawn from Medical and Dental staff
and fonner officers or honorary officers of the University (along with those
from the professional services sector) who between them have the skills.
knowledge and expertence needed for the role.
Ob ectives
The Charity's principal aim is to improve the experience of the University's
medical and dental students in what is now the Coll¢ge of Medicine and
Health. It provides prizes for the better students and scholarships to assist
those able to take additional courses and those willing and able to undertake
projects often in developing countries. In addition. it supports some of the
increasÉng number of students who carry out research and obtain results good
enough io be selected for presentation at international meetings. The Trust
offers financial help to cover the cost of registration, transport and
accommodation. The TNst also helps high achievers who are selected to
perfom) at national or international events relating, for example. to sport and
music.
Financial RevieTrv
The Charity's funds, other than bank deposits, are invested in Sarasin and
Partners UK. There is also available to the Trustee5, and invested in the
University's Manag¢d Investment Funds, the income from a bequest made by
Sir Arthur under the tenns of his Will which is administered 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 reserve to meet future needs as the
College of Medicine and Health increases in size. In the year ended 31
December 2025, the capital value of the Trust's investments held with Sarasin
Page 2 of 3

& Partners increased by £54,029, income of £58,339 was received from the
portfolio, and the reported total return on the portfolio was 5.20/0.
Value of Investments and Cash De
osits
The value of ihe investments and cash deposits held by the Sir Arthur
Thom50n Charitable Trust was at the year-end as follows..
2024
2025
Sarasin and Partners UK
Investment:
2,202.162
2.256,191
Bank Temi Deposits
79,486
81.011
Bank Current Account
96,457
219,717
Public Benefit
The Trustees have had regard to the guidance of th¢ Charity Commission as to
public benefit in making their grants.
Professor I W Booth
Chydirman
Sir Arthur Thomson Charitable Trust
File referfrnce..
WATSIAT Trusvcharity Commissh)n Report
January 2025December 2025
Octob* 2026
Page3 of 3

CHARITY COMMISSION
FOR ENGLAND ANO WALES
Independent examiner's
report on the accounts
Section A
Independent Exarninerfs Report
Report to the trusteesl |
members of I
The Sir Arthur Thomson Charitable Trusi
On accounts for the year , 3111212025
onded
Charlty no 233005
(if any) |
Set out on pages
I report lo the Iruslees on my examination of the accounts of the aly)ve
charity ("Ihe Trtssl") for the year ended
ResponsibilitlÈs and As the charity trustees ol the Trust. you are responsible for the preparation
basis of report of the accounts in accordance with the requirements of the Charities Act
2011 ("Ihe Acl"}.
I report in respect of my examination of the Trust's accounts carried out
under section 145 of the 2011 Act and in carrying out my examination. I
have followed the applicable Directions given by the Charity Commission
under section 145151(b) of the Act.
I have completed my examination I confirm that no material mallers have
come lo my attention in connection with (he examination which gives me
cause to believe that In. any material respect-.
accounting records were not kept in accordance with section 130 of
the Act or
the accounts do not accord with the accounting records
Independent
examlner's statement
I have no concems and have come across no other matters in connection
with the examination lo which attention should be drawn in order to enable a
proper understanding of the accounts lo be reached.
Please delete the words in the brackets if they do nol apply
Signed..
Date:
14 July 2026
Name..
Sally Chance
Relevant professional l Fellow of Association of Certified Accountants (FCCA)
qualifieatlonlsl or body !
Ilf any): |
Address:
ejo University of Birmingham
Medical School, Edgbaslon, Bimiingham 815 2TT
Sectlon B
Dlsclosure
Only complete if (he examiner needs lo highlight mallers of concern (see CC32,
Independent examination of charity ac¢ounls-. directions and guidance for
examiners).
IER
October 2018

SIR ARTHUR THOMSON CIi4RITABLE TRUST
istered Chari
Number 233005
Statement of Trust Assets is At 31 December 2025
12 month$ to 31 Docember 2024
Number
Total
Value
12 molltbs to 31 December 2025
Number
Total
gknre W￿UE
Line
Rer
Iksrrlptlo
share
share
Viluc
share5
5harts
121
141
16)
17)
8)
{9)
Invesbnen
1,713.668
1.29
2202,162
79,486
Sarasin
Lloyd5
I,710,468
1.32
2,25fj191
2281.649
Sub-Totsl
2J37.202
B#nbD
96.457
Bank Balance
219,717
96,457
Sub-total
219.717
2,378.106
Total funds available at 31 December2024
2.556.919

SIR ARTHUR THOMSON CHAIUTABLE TRUST
12 months to
12 months to
31 December
2025
NOTES TO ACCOUNTS
31 December
2024
Note I
Income
Bequesr
Sardsin
30 Year Reunion Dinner MBCHb Bmedsc
Investment Income on Lloyds term deposit
Income rec'd from JABBS Foundation IBMRES
ID8,1192
58,339
2,272
45,274
58,803
952
319
15,000
183,703
8,145
113,492
Note 2
Chafftrs A¢tion
Medsoc Donation
Test transfer from banck account
Refreshments forATh Meetings
1,000
1.000

SIRARTHUR THOMSON CHARITABLE TRUST
istered Charl
233005
A¢tU21 Income & Ex
endlture Account for the 12 months endin
31 Deeember 2025
12 months to
31 Dec 2025
12 months to
JI Dee 2024
Line
Ref
De￿riptIOn
121
(3)
{41
lllcome
Note I
183,703
113,492
1*55 Expendfiture
Le¢wres
Sir Arthur Thomson bursaries for MBChB elective smdy
Sir Arthur Thomson bursaries for BDS elective study
Intercalating Bursaries for Medical and Dental students
Summer vacation projects for Bmedsc UG
Summer vacaiion projects for MBChB & GEC UG
Support for Prize
Support for Social Events
Chairs Action- paid direct
Honoraria
BMRES- paid direct
Conference Funding
BWAMS funding
Travel Expenses- paid direct
High A¢hievemeni
1,630
2,000
620
15,000
9,750
14,500
5,120
113
1.000
4,721
8,0011
5,027
40,289
8,500
17,000
5.120
10.400
10
Note 2
3,447
12
13
14
2,960
15
129
16
17
Sub-total
66,989
90,148
18
Surplus
116,713
23,344
Accumulated Funds as at 31 December 2025
12 months to
31 Dee 2025
12 months to
Line
31 De¢ 2024
Ref
Description
121
(3)
(4)
19
Balance Brou
t Forward l
96,457
73,113
20
SurpluslDeficit
116,713
23,344
Adjustment for Expenditure not yet charg¢d to ATCT
15,515
22
One off adj￿8trnent re change in accouniing
Trlote 3
-8,968
23
Bglanee avaRlable 31 December
219.717
96.457

SIR ARTHUR THOMSON CHAIUTABLE TRUST
istered Chari
233005
Actual Ex
enditure alld Bud et for the 12 months endin
31 December 2025
AetU81
AetuAI
Blldg¢t
12 month5 to
31 Dec 2025
12 months to
31 Dee 2024
12 months lo
31 Dtt 2025
Line
Ref
Description
121
131
141
15}
Expelldlture
620
Le¢iure5
1,630
2,000
2.750
2,000
Sii Arthur Thomson bursaries foT MBChB el￿11¥¢ S￿dY
Sir Arthur 1IM)mwn bursthits for BDS elective Study
Iniercalaiittg But5arie5 for MLxii¢al and Dental Students
Summer vacation proje¢l5 for BMedSI UG
Suttllller vacaiion prOJ￿[S for MBChB & GEC UG li￿ diabetes)
Support forPrizes
Supp)rt for SoEial Events
Chairs A¢iion
40,289
8.500
17.000
5.120
10,400
15,000
9,750
14.500
5,120
45.000
12,500
16,000
5,360
1,000
4,721
8.000
5,027
10
3,447
Honoran&
4,100
BMRES
12
13
2.960
cVnfaE￿e FuttdinB
Med s￿ futding
Trnvel Expenses
BWAMS Fumding
High Achievem￿1 Inf￿slIucTrlre Awan45
ASPIRE
3,000
14
15
16
2,500
INSPIRE
17
90.148
Total
66.861
105,360

CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's
report on the accounts
Section A
Independent Examiner's Report
Report to the trusteesl
members of
The Sir Arthur Thomson Charitable Trust
On accounts for the year
ended I
Set out on pag@s
3111212025
Charity no
lif any)
233005
I report to the trustees on my examination of the accounts of the above
charity I'the Trusl'l for the yp.2r p.nded
Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation
basis of report of the accounts in accordance with Ihe requirements of the Charities Act
2011 I'mhe Act").
l ￿port In respect of my examination of the Trust's accounts carried out
under section 145 of the 2011 Act and in carrying out my examination, I
have followed the applieAhlp. nirÈctions given by the Charity Commi$3ion
under Tricction 14515)(b) of the Acl.
I have completed my examination. I confirm Ihat no material matters have
come to my allention irs connection with the examination which gives me
Gau5e lo LJ¥li¥ve that in. any matenal respect..
accounling r8cords were not kept in accordance with seclion 130 of
the Act or
the accounts do nol accord wilh the accounting records
Independent
examiner's statement
I have no concems and have come across no other matters in connection
with the examination to which attention should be drawn in order to enable a
proper understanding of the accounts lo be reached.
Please delete the words in the brarkpts rf they do not apply.
Slgned:
14 July 2026
Name:
Sally Chance
Rèlevant professional
qualificatlonls) or body
Fellow of Association of Certified Accountants IFCCA)
Address:
clo University of Bimingham
MediGal School. Edgbaslon. Birmingh2m R15 2
Section B
Disclosurp
Only complete if the examiner needs lo highlight matters of concern (see CC32.
Independent examination of charGty accounts.. directions and guidance for
examiners).
IER
October 2018