CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 2 July 2023 Period start date To l July 2024 Period end date Charity name: PTARMIGAN TRUST Charity registration number: 274046 Objectives and Activities SORP refèrence Summary of the purposes of the charity as set out in its ovemin doGument Surnmary of the main activities in relation to those purposes for the public benefrt, in particular, the activities, projects or services identified in the accounts. Statement confimiing whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.17 GENERAL CHARITABLE PURPOSES Para 1.17 and 1.19 MAKING GRANTS TO INSTITUITIONS Para 1.18 When planning activities for the year, the Trustees have considered the Charity Commission's guidance on public benefit and are satisfied that the Charity's activities met the principles laid out in the uidance Additional infomiation (optional) You ma choose to include further statements where relevant about.. SORP referen¢e 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 and Performance SORP r8f8renc8 Grants totalling £83,000 were made to sixteen charitsble institutions Summary of the main achievements of the charity, identifying the difference the charity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Para 1.20 Additional inforniation (optionall You ma choose to include further statements whère relevant about.. Achievements against objectives set Para 1.41 Performance offundraising activities against objectives set Para 1.41 Investment performance against objectives P4ra 1.41 other
Financial Review Review of the charity's financial position at the end of the period Para 1.21 Reserves increased from £79,907 to £87,302 as a result of a substantial donation received shortly before the ear end Reserves are held in cash and only arise from the timing difference between receipt of donations and the approval of rant distributions £87.302 NJA statement explaining the policy for holding reserves stating why they are held Para 1.22 Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concem Para 1.22 Para 1.22 Pare 1.24 NIA Para 1.23 NIA Additional inforniation (optionall You ma choose to include further statements where relevant about.. The charity's principal sources of funds (including any fundraising) Para 1.47 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charity Para 1.46 other
Structure, Governance and Management Description of charity's trusts.. Type of governing document Para 1.25 Trust Deed dated 31 May 1977 How is the charity constituted? 'Ir.(',"i)orated Para 1.25 Unincorporated Charltable Trust Trustee selection methods including details of any constitutional provisions e.g. election lo post or name of any person or body entitled to appoint one or more trustees Parg 1.25 Appointed by the Settlor during his lifetime and thereafter by serving Trustees Additional inforntIon lopttonal> You ma choose to include further statements where relevant al)out'. Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity's organisational structure and any wider network with which the charity works Para 1.st Relationship with any related parties Psra 1.51 Other Reference and Administrative details Chari name other name the charit uses Re istered charit number Charity's principal address Ptamii an Trust 274046 Shielhill House Linn Road Stanley Perth and Kinross PH14QF
Names of the charity trustees who manage the charity Datss acted if not for whole ear Trustsa name Office lif any) Name of person lor body) entitled oint trustee ifan FranS Nicholson Kit Nicholson Francoise Stichelbaut 10 12 13 14 15 16 17 18 19 20 Cor orate trustees- names of the directors at the date the re ortwasa roved DirectDr name Name of trustees holding title to property belonging to the charity Trustee name Dates acte(l if rbot forwhole ear
Funds held as custodian trustees on behalf of others Description of Ihe assets held in this capacity Name and objects of the 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 of such assets from the charity's own assets Additional information (optional Names and addresses of advlsers (Optional infomiation) Type of Name Address adviser Name of chief executive or names of senior staff members (Optional information Exemptions from disclosure Reason for non-disclosure of ke rsonnel details Other o tional information
Declarations The trustees declare that they have approved the trustees, report above. Slgned on behalf of tho charlty's trustees Slgnature(sl Full name<sl Posltlon (eg Secretary, Chalr, etcl FRANCES NICHOLSON TRUSTEE Date
CHARITY COMMISSION FOR ENGLAND AND WALES Receipts and payments accounts CC16a For the period from To 02-Jul-23 01-Jul-24 Section A Receipts and payments un$triCted fund8 to thè nearest Rèstrletod funds Endowment funds Total funds Last year to the neawt £ to the nearGst£ to thtr neare8t£ to the rar&StE A1 Recelpts DONATIQNS BANK INTEREST 90,orN) 90,OUO 400 70,000 232 Sub total (Gmss income for AR) 90,400 7Q.232 A2 Asset and Investment sales, Isee table). Sub totsl Totsl receipts 90,400 70,232 A3 Payments GRANTS TO INSTITUTIONS BANK CHARGES 83.000 83,WO 72.500 Sub total 63,005 72,505 A4 Asset and invostment purchayès, se• tabla) Sub total 83.005 81005 72,$05 Not of receiptslfpayments) A5 Transf¢rs between funds A6 Cash funds last year end Ca$h funds this year end 7,395 7,396 2,273 82,180 79,907 07.302 79,907 87.302 79,907 CCXX R1 accounts ISSI 2510412025
Section B Statement of assets and liabilities at the end of the period Unrestricted Restrlcted funds funds to neats8t £ Endowment funds to noarest £ Categories Details to nearest£ B1 Cash funds TRIODOS CURRENf ACCOLJNT 87,302 Total ¢ash funds 87,302 lowee balawgs%*th 18cdxpts3nd co1{$}) Unrg¥trfcted funds to nearest £ Restricted funds nearest£ Endowment funds to nearest£ Dotails Fund to which a559t belon Details Cost lopfjonall CurrentvaluÈ tlonal Fund to whi¢h assot belon Co8tloptionall Currentvalue onal Detalls 84 Assets retain for the Charity's own us Fund to whlc Amount due duo Detsils BS Liabilitie$ Siqrtd by one or tt¥o trustees on b8halS of all th8 twsts85 D810 of roval SIAnalure Print Name FRANCES NICHOLSON r-25 CCXX R2 accounts ISSI 2510412025
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of PTARMIGAN TRUST On accounts for the year ended 1 JULY 2024 Charity no Ilf any) 274046 Set out on pages 1&2 I report to the trustees on my examination of the accounts of the above charity I"Ihe Trust") for the year ended Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordan with the requirements of the Charities Act 2011 { the Act,). I report in respect of my examination of the Trusl's accounts Garried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5)(b) of the Act. I have Gompleted my examination. I confirm that no material matters have come to my attention (other than that disclosed below ') in connection with the examination which gives me cause to believe that in, any material respect.. accounting records w8r6 not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's ststement I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding ofthe accounts lo be reached. Please delete th8 words in the brackets if they do not 8ppIy. Signed: Dale: 25 April 2025 Nama: KEVIN CHRISTOPHER FISHER Relevant professional qualitication(s) or body {if any): FCA Address: 308 EWELL ROAD SURBITON SURREY KT6 7AL IER October 2018
Section B Disclosure Only complete if the examiner needs to highlight matters of Gonrn (see CC32, Indepèndent examination of charity accounts.. directions and guidance for eXaMners). Give here brfef detalls of any items that the examiner wishes to disclose. IER October 2018