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2021-07-01-accounts

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
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 Print Name Date ofapproval
FRANCES NICHOLSON
CCXX R2 accounts (SS) 13/04/2022