| SORP reference | ||||
|---|---|---|---|---|
| Summary ofthe purposes |
of | Para 1.17 | GENERAL CHARITABLE PURPOSES | |
| the charity as set out in its | ||||
| overnin document |
||||
| Summary ofthe main activities in relation to those |
Para 1.17and 1.19 |
MAKING GRANTS TO INSTITUTIONS | ||
| purposes for the public |
||||
| benefit, in particular, the |
||||
| activities, projects or | ||||
| services identified in the |
||||
| accounts. | ||||
| Statement confirming whether the trustees have |
Para 1.18 | When planning activities for the year, the Trustees have considered the |
||
| had regard to the guidance issued by the Charity |
Charity Commission's guidance public benefit and are satisfied |
on that the |
||
| Commission on public benefit |
Charity's activities met the principles laid out in the uidance |
| You ma choose to |
You ma choose to |
You ma choose to |
include | further statements | where relevant | about: |
|---|---|---|---|---|---|---|
| SORP reference | ||||||
| Para 1.38 | ||||||
| Policy on | grant making | |||||
| Para 1.38 | ||||||
| Policy on | social investment | |||||
| including | program | related | ||||
| investment | ||||||
| Para 1.38 | ||||||
| Contribution | made | by | ||||
| volunteers | ||||||
| Other |
| SORP reference | ||||
|---|---|---|---|---|
| Grants totalling 870,000were made to | ||||
| nineteen | charitable | institutions | ||
| Summary ofthe main achievements ofthe charity, |
Para 1.20 | |||
| identifying the difference the |
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| charity's work has made to |
||||
| the circumstances of its |
||||
| beneficiaries and any wider |
||||
| benefits to society as a | ||||
| whole. |
| Achievements against |
Para 1.41 |
|---|---|
| objectives set | |
| Performance offundraising |
|
| activities against objectives | Para 1.41 |
| set | |
| Investment performance |
Para 1.41 |
| against objectives | |
| Other |
| Financial Review |
Financial Review |
||||||
|---|---|---|---|---|---|---|---|
| Review ofthe charity's financial position at the end ofthe eriod |
Para 1.21 | Reserves reduced slightly from f72,449 to f70„679as a result ofgrants distributions durin the ear |
|||||
| Statement explaining the policy for holding reserves |
Para 1.22 | Reserves are held in cash from the timing difference |
only and arise between |
||||
| stating why they are held |
receipt ofdonations | and the approval | of | ||||
| rant distributions | |||||||
| Amount ofreserves held |
Para 1.22 | K70 679 | |||||
| Reasons for holding zero | Para 1.22 | NIA | |||||
| reserves | |||||||
| Details offund materially | in | Para 1.24 | NIA | ||||
| deficit | |||||||
| Explanation ofany |
Para 1.23 | NIA | |||||
| uncertainties about the |
|||||||
| charity continuing as a going |
|||||||
| concern |
| Additional | information (optional) |
||
|---|---|---|---|
| You ma | choose to include further statements | where relevant | about: |
| The charity's principal |
|
|---|---|
| sources offunds (including | Para 1.47 |
| any fundraising) | |
| Investment policy and |
|
| objectives including any |
Para 1.46 |
| social investment policy |
|
| adopted | |
| A description ofthe principal |
Para 1.46 |
| risks facing the charity | |
| Other |
| Description of charity's |
|||||||
|---|---|---|---|---|---|---|---|
| trusts: | |||||||
| Type ofgoverning document trust deed. ro al charter) |
Trust Deed | dated 31 | May | 1977 | |||
| How is the charity constituted? |
Para 1.25 | Unincorporated | Charitable | Trust | |||
| (e.g unincorporated | |||||||
| association, CIO) |
|||||||
| Trustee selection methods including details of any constitutional provisions e.g. |
Para 1.25 | Appointed lifetime and Trustees |
by the Settlor during thereafter by serving |
his | |||
| election to post or name of | |||||||
| any person or body entitled | |||||||
| to appoint one or more | |||||||
| trustees |
| Policies and | procedures | |
|---|---|---|
| adopted for the induction |
Para 1.51 | |
| and training | oftrustees | |
| The charity's | organisational | |
| structure and |
any wider | Para 1.51 |
| network with |
which the | |
| charity works | ||
| Relationship | with any related | Para 1.51 |
| parties | ||
| Other |
| Refere | nce and | Ad | minis | trative details |
|---|---|---|---|---|
| Chari | name | Ptarmi an Trust |
||
| Other name the charit | uses | |||
| Re istered charit | number | 274046 | ||
| Charity's | principal | address | Shielhill House |
|
| Linn Road | ||||
| Stanley | ||||
| Perth and Kinross | ||||
| PH1 4QF |
| ~ | a | ~ ~ |
~ | ~ | i | " a ~ |
~ | e a | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Unrestricted | Restricted | funds | Endowment | ||||||||||||||
| funds | funds | ||||||||||||||||
| 81Cash | funds | TRIOOOS CURRENT ACCOUNT | to rsrarest | K 76,879 |
to nearest | K | to nearest | S | |||||||||
| Total cash | funds | 70,fi79 | |||||||||||||||
| (agree be)areas with receipts erst | payments | ~s)) | |||||||||||||||
| Unrestricted | Restricted | funds | Endowment | ||||||||||||||
| funds | funds | ||||||||||||||||
| Details | to nearest | r. | to nearest | S | to neareat | K | |||||||||||
| B2Other | monetary assets | ||||||||||||||||
| B3Investment | assets | Dotafla | Fund to whtch belongs |
asset | Cost (optional) | Current value optional) |
|||||||||||
| Fund to which | asset | Current value |
|||||||||||||||
| B4Assets retained for the | Details | belongs | optional | ||||||||||||||
| charity's | own use | ||||||||||||||||
| Fund to which | Amount | due | When due | ||||||||||||||
| B5Liabilities | Details | llablllty relates | (optional) | (optional ) | |||||||||||||
| Signed by one behalf of all the |
or two trustees trustees |
on | Signature | Name | Date ofapproval | ||||||||||||
| FRANCES | NICHOLSON | ||||||||||||||||
| CCXX R2 accounts (SS) | 13/04/2022 |