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|||SORP reference|||
|---|---|---|---|---|
|Summary<br>ofthe purposes|of|Para 1.17|GENERAL CHARITABLE PURPOSES||
|the charity as set out in its|||||
|overnin<br>document|||||
|Summary<br>ofthe main<br>activities<br>in relation to those||Para 1.17and<br>1.19|MAKING GRANTS TO INSTITUTIONS||
|purposes<br>for the public|||||
|benefit,<br>in particular,<br>the|||||
|activities, projects or|||||
|services identified<br>in the|||||
|accounts.|||||
|Statement<br>confirming<br>whether<br>the trustees<br>have||Para 1.18|When planning<br>activities for the year,<br>the Trustees have considered<br>the||
|had regard to the guidance<br>issued<br>by the Charity|||Charity Commission's<br>guidance<br>public benefit and are satisfied|on<br> that the|
|Commission<br>on public<br>benefit|||Charity's<br>activities met the principles<br>laid out in the<br>uidance||



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|You ma<br>choose to|You ma<br>choose to|You ma<br>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|||||||





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||SORP reference||||
|---|---|---|---|---|
|||Grants totalling 870,000were made to|||
|||nineteen|charitable|institutions|
|Summary<br>ofthe main<br>achievements<br>ofthe charity,|Para 1.20||||
|identifying<br>the difference the|||||
|charity's<br>work has made to|||||
|the circumstances<br>of its|||||
|beneficiaries<br>and any wider|||||
|benefits to society as a|||||
|whole.|||||





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|Achievements<br>against|Para 1.41|
|---|---|
|objectives set||
|Performance<br>offundraising||
|activities against objectives|Para 1.41|
|set||
|Investment<br>performance|Para 1.41|
|against objectives||
|Other||





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|Financial<br>Review|Financial<br>Review|||||||
|---|---|---|---|---|---|---|---|
|Review ofthe charity's<br>financial<br>position at the end<br>ofthe<br>eriod||Para 1.21|Reserves reduced slightly<br>from f72,449<br>to f70„679as a result ofgrants<br>distributions<br>durin<br>the<br>ear|||||
|Statement<br>explaining<br>the<br>policy for holding<br>reserves||Para 1.22|Reserves are held in cash <br>from the timing difference|||only and arise<br>between||
|stating<br>why they are held|||receipt ofdonations||and the approval||of|
||||rant distributions|||||
|Amount ofreserves<br>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<br>ofany||Para 1.23|NIA|||||
|uncertainties<br>about the||||||||
|charity continuing<br>as a going||||||||
|concern||||||||



|Additional|information<br>(optional)|||
|---|---|---|---|
|You ma|choose to include further statements|where relevant|about:|



|The charity's<br>principal||
|---|---|
|sources offunds (including|Para 1.47|
|any fundraising)||
|Investment<br>policy and||
|objectives including<br>any|Para 1.46|
|social investment<br>policy||
|adopted||
|A description<br>ofthe principal|Para 1.46|
|risks facing the charity||
|Other||





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## 

|Description<br>of charity's||||||||
|---|---|---|---|---|---|---|---|
|trusts:||||||||
|Type ofgoverning<br>document<br>trust deed. ro al charter)||Trust Deed|dated 31||May|1977||
|How is the charity<br>constituted?|Para 1.25|Unincorporated||Charitable||Trust||
|(e.g unincorporated||||||||
|association,<br>CIO)||||||||
|Trustee selection methods<br>including<br>details of any<br>constitutional<br>provisions e.g.|Para 1.25|Appointed<br>lifetime and <br>Trustees|by the Settlor during<br> thereafter<br>by serving||||his|
|election to post or name of||||||||
|any person or body entitled||||||||
|to appoint one or more||||||||
|trustees||||||||



|Policies and|procedures||
|---|---|---|
|adopted<br>for the induction||Para 1.51|
|and training|oftrustees||
|The charity's|organisational||
|structure<br>and|any wider|Para 1.51|
|network<br>with|which the||
|charity works|||
|Relationship|with any related|Para 1.51|
|parties|||
|Other|||



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|Refere|nce and|Ad|minis|trative<br>details|
|---|---|---|---|---|
|Chari|name|||Ptarmi<br>an Trust|
|Other name the charit|||uses||
|Re istered charit||number||274046|
|Charity's|principal|address||Shielhill<br>House|
|||||Linn Road|
|||||Stanley|
|||||Perth and Kinross|
|||||PH1 4QF|









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|~||a|||~<br>~|~||~|i|"<br>a<br>~||~|e a|||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||||||||||Unrestricted|||Restricted||funds|Endowment||
|||||||||||funds||||||funds||
|81Cash|funds||||TRIOOOS CURRENT ACCOUNT|||||to rsrarest|K<br>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 <br>belongs|asset||Cost (optional)|||Current<br>value<br>optional)||
|||||||||||Fund to which|asset|||||Current<br>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<br>by one <br>behalf of all the||or two trustees<br> trustees||on||Signature|||||Print|Name||||Date ofapproval||
|||||||||||FRANCES||NICHOLSON||||||
|CCXX R2 accounts (SS)||||||||||||||||13/04/2022||





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