2022-07-01-accounts - Ptarmigan Trust

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

Achievements and Per	formance
	SORP reference
		Grants totalling	668,200 were made to
		twenty 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.

inancial Review	inancial Review
Review ofthe charity's			Para 1.21	Reserves increased		from 870,679to
financial position at	the end			682,180as a result ofhigher donations
ofthe eriod				received shortl	before the		ear end
Statement explaining	the		Para 1.22	Reserves are held in cash			only and arise
policy for holding reserves				from the timing difference			between
stating why they are	held			receipt ofdonations		and the approval of
				rant distributions
Amount ofreserves	held		Pars 1.22	682,180
Reasons for holding	zero		Para 1.22	NIA
reserves
Details offund materially		in	Pars 1,24	NIA
deficit
Explanation of any			Pars 1.23	NIA
uncertainties about	the
charity continuing as a going
concern

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

Description of charity's
trusts:
Type of governing document		Trust Deed	dated 31 May			1977
itrust deed, royal cirarteri
How is the charity	Para 1.25	Unincorporated		Charitable		Trust
constituted7
io.g unir1corporaieu
association, CIO'1
Trustee selection methods	Para 1.25	Appointed	by	the Settlor during			his
including details of any		lifetime and	thereafter		by	serving
constitutional provisions e.g.		Trustees
election to post or name of
any person or body entitled
to appoint one or more
trustees

Additional	information	information	(optional)
You ma	choose to include further statements			where relevant	about:
Policies	and	procedures
adopted	for the induction		Para 1.51
and training		oftrustees
The charity's		organisationai
structure	and any wider		Para 1.51
network	with	which the
charity works
Relationship		with any related	Para 1.51
parties
Other

mes	ofthe charity trus	tees who manage	the charity
	Trustee name	Office (ifany)	Dates acted ifnot for whole ear	Name to a	of person (or body) entitled oint trustee if an
	Frances Nicholson
	Kit Nicholson
	Francoise
	Stiche)haut
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20

Names an	d addresses ofadv	isers (Optional information)
Type of	Name	Address
adviser
Name of	chief executive or names ofsenior staff members		(Optional information)

O CHARITY COMMISSION FOR ENGlAND AND WALES	O CHARITY COMMISSION FOR ENGlAND AND WALES	O CHARITY COMMISSION FOR ENGlAND AND WALES	O CHARITY COMMISSION FOR ENGlAND AND WALES	'		Receipts	Receipts	and pa	ments accounts	ments accounts			CC&ea	CC&ea
					Forthe period from				To
'
~		~	.	~	~.
					Unrestricted funds			Restricted funds	Endowment funds	Total	funds		Last year
					to the	neareet E	to Ihe neareetE		tothe neareet8	to Ihe	neereet	r.	Iothe	nearest	2
A1 Recei ts
DONATIONS						80 000					80 000			70000
BANK INTEREST						21						21			33
Sub total	(Gross income		for AR)			80,021					80,021			70,033
A2 Asset and	Investment sales
)see table).
		Sub total
	Total receipts					80,021		-		-	80,021			70,033
A3 Pa ments
GRANTS TO INSTITUTIONS						88,200					88,200			70,000
INDEPENDENT EXAMINER						312					312			1,800
BANK CHARGES
		Sub total				88,620								71,803
A4 Asset and	investment
urchases, see table)
		Sub total
	tp r
Net ofracelptsffpaymentsj						11,601					11,601		-	1,770
A5Transfers	between	funds
A6 Cash funds last year end						70,679					70,679			72,449
Cash funds this		year	end			8?180					82,180			70,679

					~	~			~ ~	8		8	~
								Unrestricted		Restricted				Endowment
Categories			Details					funds			funds			funds
								to naareat8		to	nearest E			to nearaatE
81 Cash funds			TRIODDS	CURRENT ACCOUNT					82,188
					Total	cash	funds		82,180
			(Sglwt	teltvtcw	18th facarvv 888 panlwctc
							sccccctl~II
								Unrestricted		Restricted				Endowment
								funds			funds			funds
			Details					to 88staat E		to	neareat8			to nearest E
82 Other monetary assets
			Details					Fund aaaat	to which bade 8	Cost		(optlonali		Current value 8 on at
83Investment	assets
			Details					Fund asset	towhdh bslo 8	C				Current value nal
84Assets retained for		the
charity'8 own	use
								Fund	towhdh	Attt		aunt	d88	When due
			Details					sabil	rehrte		8	8881		8 tlonal
85 Liabilities
Signed by one or two trustees behalf of aa the trustees		on		Signature					Print	Name				Date of 8 royal
									FRANCES	NICHOI.		SON		1 4~