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2024-08-31-accounts

REGISTERED CHARITY NUMBER: SC038264

Trustees' Report and

Unaudited Financial Statements for the Year Ended 31 August 2024

for

The Logos Trust

ASC Wylie UBU Ltd Qualified Accountants, Tax & Business Advisors 7 Lisburn Street Royal Hillsborough Co. Down BT26 6AB

The Logos Trust

Contents of the Financial Statements for the Year Ended 31 August 2024

Page
Trustees' Report 1 to 2
Independent Examiner's Report 3
Statement of Financial Activities 4
Balance Sheet 5
Notes to the Financial Statements 6 to 12
Detailed Statement of Financial Activities 13

The Logos Trust

Trustees' Report for the Year Ended 31 August 2024

The trustees present their report with the financial statements of the charity for the year ended 31 August 2024. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The purposes of the Trust are:

(1) to promote the provision of schools and educational Facilities

(2) to relieve poverty, the alleviation of hunger and disease in the Republic of Cyprus and elsewhere throughout the world and

(3) to further the work of an Institute of Learning known as The Logos Educational Institute.

ACHIEVEMENT AND PERFORMANCE

Charitable activities

Funds during the financial year were contributed to the funding of pupils at the Logos Educational Institute in Cyprus to advance their learning and educational need. These pupils would otherwise not be able to attend the Institute due to financial constraints.

FINANCIAL REVIEW

Financial position

During the financial year, the incoming resources were £111,585, (2023 - £72,142) and outgoing resources were £60,834 (2023 - £122,550).

The assets of the Trust consist of all donations, legacies, other monies and all interest earned.

The Trustees have power to apply the Funds in the attainment of the purpose of the Trust and in so far as any such income is not utilised in any one year, the trustees will retain it to be used in the subsequent years.

FUTURE PLANS

The long-term aspiration of the Trustees is to see the Logos School operate from a new premises, offering an excellent and modern education experience.

However, medium-term plans are to continue upgrading and refurbishing the existing premises to meet the compliance requirements with statutory regulations.

The programme of building improvement works is to be undertaken over the next few years as funds allow.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

Logos Trust UK was constituted under Declaration of Trust on 24 May 1971. The Trustees shall hold the Trust Fund exclusively for the charitable purpose as set out below. The Charity is registered with the Charity Commission under number 262771 and with OSCR under number SC038264

Recruitment and appointment of new trustees

The Trust endeavours to ensure that the Trustees are from a variety of professions and backgrounds, each bringing valuable experience to the management of the Trust. Appointment as a Trustee is by invitation from the existing Trustees. Upon invitation the individual is provided with the opportunity to read the Declaration of Trust to familiarise themselves with the responsibilities expected from them of holding the post. As necessary the Trust will seek guidance from qualified professionals and OSCR to enable them to fulfil their responsibilities.

Page 1

The Logos Trust

Trustees' Report for the Year Ended 31 August 2024

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number SC038264

Principal address

3 Carsons Mews Ballygowan Down BT23 5GA

Trustees

CP Clarke DM Woodside D McQuillan J Ross JWM Howe P Ross S Brown D McClean P Davison A Entwistle JA Aiken (deceased 21/5/2024) N Agnew S Scammell (appointed 1/9/2023) G Love (appointed 1/9/2023)

Independent Examiner

Arnold Wylie FCA BA(Hons) Accountancy ASC Wylie UBU Ltd Qualified Accountants, Tax & Business Advisors 7 Lisburn Street Royal Hillsborough Co. Down BT26 6AB

Approved by order of the board of trustees on ............................................. and signed on its behalf by:

----- Start of picture text -----
.................................................................
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................................................................. DM Woodside - Trustee

Page 2

Independent Examiner's Report to the Trustees of The Logos Trust

I report on the accounts for the year ended 31 August 2024 set out on pages four to twelve.

Respective responsibilities of trustees and examiner

The charity's trustees are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended). The charity's trustees consider that the audit requirement of Regulation 10(1)(a) to (c) of the Accounts Regulations does not apply. It is my responsibility to examine the accounts as required under Section 44(1)(c) of the Act and to state whether particular matters have come to my attention.

Basis of the independent examiner's report

My examination was carried out in accordance with Regulation 11 of the Charities Accounts (Scotland) Regulations 2006. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the view given by the accounts.

Independent examiner's statement

In connection with my examination, no matter has come to my attention :

have not been met; or

Arnold Wylie FCA BA(Hons) Accountancy The Institute of Chartered Accountants in Ireland

ASC Wylie UBU Ltd Qualified Accountants, Tax & Business Advisors 7 Lisburn Street Royal Hillsborough Co. Down BT26 6AB

Date: ............................................. 28/05/2025

Page 3

The Logos Trust

Statement of Financial Activities

for the Year Ended 31 August 2024

Unrestricted
fund
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
110,082
EXPENDITURE ON
Charitable activities
3
Governance Costs
1,772
Direct charitable activity
52,983
Support Costs
4,576
Total
59,331
Net gains on investments
-
NET INCOME
50,751
RECONCILIATION OF FUNDS
Total funds brought forward
333,650
TOTAL FUNDS CARRIED FORWARD
384,401
Restricted
fund
£
1,503
-
1,503
-
1,503
-
-
-
-
2024
Total
funds
£
111,585
1,772
54,486
4,576
60,834
-
50,751
333,650
384,401
2023
Total
funds
£
72,142
7,376
115,174
-
122,550
62,906
12,498
321,152
333,650

The notes form part of these financial statements

Page 4

?024 ?023 UDrestri¢ted Re￿nCIed fund fimds fund5 InN'eSm￿ts 242,861 24? 861 242.861 CURRENT ASSETS Cash at ballk 80212 79.541 CRED￿oRs Atnounts f￿ltig Nithin year io (1.578) (1.578) (1.2XJ) NET CURRE1￿ ASSETS 78.634 78.634 78.291 TOTAL LSSETS LESS CLTRRLYT LL4BILITIES 321,495 3?1,495 321.152 NET ASSETS 311.495 321,495 321,152 li Unrestricted funds 321.495 321.152 TOTAL FbryDS 321.495 3?I,15? The financial statements were approN'ed by the Bwd of Tn￿ aDd authorised is5￿ on 1310512025 .. aDd were sxgned on its behalf by." arke- Tntstee A Enttvistle- TrU￿Ce D bq¢Ciean- T￿￿1¢¢ The notes formpan of these fU￿￿￿al sthten)ents ge5

The Logos Trust

Notes to the Financial Statements for the Year Ended 31 August 2024

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities and Trustee Investment (Scotland) Act 2005. The financial statements have been prepared under the historical cost convention, with the exception of investments which are included at market value.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Grants offered subject to conditions which have not been met at the year end date are noted as a commitment but not accrued as expenditure.

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

continued...

Page 6

The Logos Trust

Notes to the Financial Statements - continued for the Year Ended 31 August 2024

2.
DONATIONS AND LEGACIES
2024
£
Gifts
111,585
3.
CHARITABLE ACTIVITIES COSTS
Grant
funding of
activities
Support
Direct
(see note
costs (see
Costs
4)
note 5)
£
£
£
Governance Costs
-
-
1,772
Direct charitable activity
51,983
2,503
-
Support Costs
(6,187)
-
10,763
45,796
2,503
12,535
4.
GRANTS PAYABLE
2024
£
Direct charitable activity
2,503
5.
SUPPORT COSTS
Information
Governance
Management
technology
costs
£
£
£
Governance Costs
-
-
1,772
Support Costs
4,576
6,187
-
4,576
6,187
1,772
2023
£
72,142
Totals
£
1,772
54,486
4,576
60,834
2023
£
61,400
Totals
£
1,772
10,763
12,535

6. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 August 2024 nor for the year ended 31 August 2023.

continued...

Page 7

The Logos Trust

Notes to the Financial Statements - continued for the Year Ended 31 August 2024

6. TRUSTEES' REMUNERATION AND BENEFITS - continued

Trustees' expenses

During the year ended 31 August 2024, trustees expenses totalling £4,038 were reimbursed (2023 - £1,753).

7.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
Restricted
fund
fund
£
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
68,942
3,200
EXPENDITURE ON
Charitable activities
Governance Costs
7,376
-
Direct charitable activity
111,974
3,200
Total
119,350
3,200
Net gains on investments
62,906
-
NET INCOME
12,498
-
RECONCILIATION OF FUNDS
Total funds brought forward
321,152
-
TOTAL FUNDS CARRIED
FORWARD
333,650
-
Total
funds
£
72,142
7,376
115,174
122,550
62,906
12,498
321,152
333,650

continued...

Page 8

The Logos Trust

Notes to the Financial Statements-continued
for the Year Ended 31 August 2024
8.
TANGIBLE FIXED ASSETS
COST
At 1 September 2023 and
31 August 2024
DEPRECIATION
At 1 September 2023 and
31 August 2024
NET BOOK VALUE
At 31 August 2024
At 31 August 2023
9.
FIXED ASSET INVESTMENTS
LEIT Investment
This investment is located in Cyprus.
Investments (neither listed nor unlisted) were as follows:
Logos Ed Institute Ltd
Revaluation
2024
£
305,767
2024
£
475,418
(169,651)
305,767
Computer
equipment
£
8,246
8,246
-
-
2023
£
305,767
2023
£
475,418
(169,651)
305,767

continued...

Page 9

The Logos Trust

Notes to the Financial Statements - continued for the Year Ended 31 August 2024

10.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Other creditors
11.
MOVEMENT IN FUNDS
At 1/9/23
£
Unrestricted funds
General fund
333,650
TOTAL FUNDS
333,650
Net movement in funds, included in the above are as follows:
Incoming
resources
£
Unrestricted funds
General fund
110,082
Restricted funds
Specific fund
1,503
TOTAL FUNDS
111,585
Comparatives for movement in funds
At 1/9/22
£
Unrestricted funds
General fund
321,152
TOTAL FUNDS
321,152
2024
2023
£
£
1,578
1,300
Net
movement
At
in funds
31/8/24
£
£
50,751
384,401
50,751
384,401
Resources
Movement
expended
in funds
£
£
(59,331)
50,751
(1,503)
-
(60,834)
50,751
Net
movement
At
in funds
31/8/23
£
£
12,498
333,650
12,498
333,650

continued...

Page 10

The Logos Trust

Notes to the Financial Statements - continued for the Year Ended 31 August 2024

11. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Incoming Resources Gains and Movement
resources expended losses in funds
£ £ £ £
Unrestricted funds
General fund 68,942 (119,350) 62,906 12,498
Restricted funds
Specific fund 3,200 (3,200) - -
TOTAL FUNDS 72,142 (122,550) 62,906 12,498
A current year 12 months and prior year 12 months combined position is as follows:
Unrestricted funds At 1/9/22
£
Net
movement
in funds
£
At
31/8/24
£
General fund 321,152 63,249 384,401
TOTAL FUNDS 321,152 63,249 384,401

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Restricted funds
Specific fund
TOTAL FUNDS
Incoming
resources
£
179,024
4,703
183,727
Resources
expended
£
(178,681)
(4,703)
(183,384)
Gains and
Movement
losses
in funds
£
£
62,906
63,249
-
-
62,906
63,249

continued...

Page 11

The Logos Trust

Notes to the Financial Statements - continued for the Year Ended 31 August 2024

12. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 August 2024 other than as noted in Note 6.

Page 12

The Logos Trust

Detailed Statement of Financial Activities
for the Year Ended 31 August 2024
INCOME AND ENDOWMENTS
Donations and legacies
Gifts
Total incoming resources
EXPENDITURE
Charitable activities
Learning materials and exams
Schoolwear
Donations
Support costs
Management
Training Costs
Travel
Accreditation fees
Repairs and maintenance
Postage and stationery
Sundries
Information technology
School Management System
Governance costs
Accountancy and legal fees
Bank Charges
Total resources expended
Net income/(expenditure)
2024
£
111,585
111,585
44,984
812
2,503
48,299
-
3,930
-
646
-
-
4,576
6,187
1,742
30
1,772
60,834
50,751
2023
£
72,142
72,142
32,452
21,322
61,400
115,174
465
2,371
102
-
3,064
100
6,102
-
1,244
30
1,274
122,550
(50,408)

This page does not form part of the statutory financial statements

Page 13