## 

## 

## 

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



## 

|||||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|||||





## 

|Achievements<br>and Per|formance|||
|---|---|---|---|
||SORP reference|||
|||Grants totalling|668,200 were made to|
|||twenty 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.||||








## 

|inancial<br>Review|inancial<br>Review|||||||
|---|---|---|---|---|---|---|---|
|Review ofthe charity's|||Para 1.21|Reserves increased||from 870,679to||
|financial<br>position at|the end|||682,180as a result ofhigher donations||||
|ofthe<br>eriod||||received shortl|before the||ear end|
|Statement<br>explaining|the||Para 1.22|Reserves are held in cash|||only and arise|
|policy for holding<br>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<br>of any|||Pars 1.23|NIA||||
|uncertainties<br>about|the|||||||
|charity continuing<br>as a going||||||||
|concern||||||||



## 

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





## 

## 

|Description<br>of charity's||||||||
|---|---|---|---|---|---|---|---|
|trusts:||||||||
|Type of governing<br>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,<br>CIO'1||||||||
|Trustee selection methods|Para 1.25|Appointed|by|the Settlor during|||his|
|including<br>details of any||lifetime and|thereafter||by|serving||
|constitutional<br>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)|(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|||||||



## 

|Charit|name|||Ptarmi<br>an Trust|
|---|---|---|---|---|
|Other name the charit|||uses||
|Re istered chari||number||274046|
|Charity's|principal|address||Shielhill House|
|||||Linn Road|
|||||Stanley|
|||||Perth and Kinross|
|||||PH1 4QF|





|mes|ofthe charity trus|tees who manage|the charity||||
|---|---|---|---|---|---|---|
||Trustee name|Office (ifany)|Dates acted ifnot for whole<br>ear|Name <br>to a|of person (or body) entitled<br>oint trustee<br>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|||||||






## 

|unds held as cust|odi|
|---|---|
|Description<br>ofthe assets||
|held<br>in this capacity||
|Name and objects ofthe||
|charity on whose behalf|the|
|assets are held and how|this|
|falls within the custodian||
|charity's objects||
|Details of arrangements|for|
|safe custody and||
|segregation<br>ofsuch assets||
|from the charity's<br>own||
|assets||



## 

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



## 

## 



|Signed|on behalf ofthe|charity's trustee|
|---|---|---|
||Signature(s)||
||Full name(s)|Frances Nicholson|
|Position|(eg Secretary,|Trustee|
||Chair, etc)||
||Date||





|O<br>CHARITY COMMISSION<br>FOR ENGlAND<br>AND WALES|O<br>CHARITY COMMISSION<br>FOR ENGlAND<br>AND WALES|O<br>CHARITY COMMISSION<br>FOR ENGlAND<br>AND WALES|O<br>CHARITY COMMISSION<br>FOR ENGlAND<br>AND WALES|'||Receipts|Receipts|and pa|ments accounts|ments accounts|||CC&ea|CC&ea||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
||||||Forthe period<br>from||||To|||||||
|'||||||||||||||||
|~||~|.|~|~.|||||||||||
||||||Unrestricted<br>funds|||Restricted<br>funds|Endowment<br>funds|Total|funds||Last year|||
||||||to the|neareet<br>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<br>AR)|||80,021|||||80,021|||70,033||
|A2 Asset and|Investment<br>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<br>EXAMINER||||||312|||||312|||1,800||
|BANK CHARGES||||||||||||||||
|||Sub total||||88,620||||||||71,803||
|A4 Asset and|investment|||||||||||||||
|urchases,<br>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||





||||||~|~|||~<br>~|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 <br>aaaat|to which<br> bade<br>8|Cost||(optlonali||Current<br>value<br>8<br>on at|
|83Investment|assets||||||||||||||
||||Details|||||Fund <br>asset|towhdh<br> bslo<br>8|C||||Current<br>value<br>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<br>behalf of aa the trustees||on||Signature|||||Print|Name||||Date of<br>8<br>royal|
||||||||||FRANCES|NICHOI.||SON||1 4~|





## 

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