Trustees. Annual Report for the period Period start date July Period end date July '. 2025 From To Section A Reference and administration details Charity name PTARMIGAN TRUST Other names charfty is known by Registered charity number (if any) 274046 Charity's principal address Shielhill House Linn Road, Stanley Perth & Kinross Postcode PH14QF Names of the charity trusteos who manage the charity Dates acted if not for whole Tru$t•• name Offieè Ilf any) Name of person lor body) •ntltl•d olnt trustee ifan Frances Nicholson Kit Nicholson Francoise Stichelbaut 10 12 13 14 15 16 17 18 19 20 Names of tho trustees for the charity, if any, (for example, any custodian trustees Name Dates acted if not for whole ear TAR March 2012
Names and addresses of advisers (Optional infomiation) e of adviser Name Address Name of chief executive or names of senior staff members (Optional information Section B structure, overnance and mana ement Descrlptlon of the charlty's trusts Trust Deed dated 31 May 1977 Type of governing document How the charity is constituted Unincorporated Charitable Trust Trustee selection methods Appointed by the Settlor during his lifetime and thereafter by serving Trustees Additional governance issues (Optional infomiation) You may choose to include additional information, where relevant, about.. policies and procedures adopted for the induction and training of trustees., the charity's organisational structure and any wider network with which the charity works., relationship with any related parties., trustees, consideration of major risks and the system and procedures to manage them. Section C Ob'ectives and activities GENERAL CHARITABLE PURPOSES Summary of tho objects of th• charity Set out in its govemlng document TAR March 2012
MAKING GRANTS TO INSTITUITIONS When planning activities for the year, the Trustees have considered the Charfty Commission's guidance on public benefit and are satisfied that the Charity's activities met the principles laid out In the guidance Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public beneflt) Additional details of objectives and activities (Optional inforniation) You may choose to include further statements, where relevant, about.. policy on grantmaking-, policy programme related investment., contribution made by volunteers. TAR March 2012
Section D Achievements and performance Grants totalling £77,750 were made to eighteen charitablo institutions Summary of the main achievements of the charity during the year TAR March 2012
Section E Financial review Reserves are held In cash and only arlsg from the Ilmlng dlfference betwèen recalpt of donatlons and the approval of grant dlstrlbutlons. Reserves reduced from £87,302 to £78,973 in the year. Brlef statement of the charlty's pollcy on rnseNes Detalls of any funds fflaterlally In deflclt Furthor financlal revlew datalls (Optlonal Inforniatlon) You may choose to include additlonal information. where relevant about.. the charitys principal sources of funds (including any fundfaising); how expenditure h35 supported the key objeclives of the ¢harity', Investment policy and objective5 including any ethical investment policy dopted. Section F Other optional information Section G Declaration The trustees declare thal they have approved the trustees, report abovt. Slgned on behalf of the charlty'$ Irustees Slgnature(s) Full namels) Posltlon (eg Sècretary, Chalr, etc) FRANCES NICHOLSON TRUSTEE Dale 1-8 TAR March 2012
CHARITY COMMISSION FOR ENGLAND AND WALES Receipts and payments accounts CC16a Forthe period from To 02-Jul-24 01-Jul-25 Section A Receipts and payments Unrestrlcted funds to the nÈare8t Restricted funds Endowment lunds Total funds Lasty8aT trj thg nÈ8ro8t£ to thè nèa¥est£ ttsthè n•arest£ to the twr•5t£ A1 Receipts DONATIONS BANK INTEREST 70.OCO 396 70.000 396 g0,rMo 400 Sub total (Gross incon7e for AR) 70,396 90.400 70.398 A2 Asset and investment 8816s, (see table). Sub total Total recelpfs 70,396 396 0,400 A3Pa ments GRANTS TO INSTITUTIONS INDEPENDENT EXAMINATION bANK CHARGES 77,750 9S6 77,750 966 B3,000 Sub total 78,725 78.725 a3,ODS A4 Asset and tnvestment purchases. see table Sub totsl 78.725 78,725 83,005 Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds thls year end 8.329 8,329 7,395 87.302 78.973 87.302 78,973 79,907 87.302 CCXX R1 accounts ISSI 1810512026
Section B Statement of assets and liabiltties at the end of the period Unrèstrieted Reslricted fund5 ftsndg 1¢ £ 81 Ca$hfuN IRIOLKJS CURREt4T ACCOLhMT Total¢a$h funds 78,973 Unr*strfthNI lund$ stricted fund$ 82 Oiher mongtary a58•ts wrachauet F) ttswN¢h a¥¥et CD•l Iwlonasl B4 Assets retainèd lor lh¢ eharlty'$ own use Fund l• wldch IlaltIty relal¢g 1.411 55 Uabilitles Sigrted by one orkn twstee8 on behaw of 315 the trusleeg SwJTralure Print Name FRANCES NICHOLSON CCXX R2 accounts ISSI 1810512026
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs 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 2025 Charity no {if any) 274046 Set out on pages I report to the trustees on rny examination of the a¢Gounts of the above charity ("the Trust.) for the year ended Responsibilitses and As the charity trustees of the Trust, you are responsible for the preparation basis of report of Ihe accounts in accordance with the requirements of the Charities Art 2011 ("the Act"). I report in respect of my examination of the Trust's accounts carried 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 completed my exarnination. I confirm that no material matters have come to my attention (other than that disclosed below "l in connection with the examination which gives me cause lo believe that in, any material respect.. accounting records were 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 concerns and have come across no other matters in conn&ction with the examination lo which attention should be drawn in order to enable a proper understanding of the acGounts to be reached. Please delete the words in the brackets rfthey do not apply. Signed: Date: It-5-ZOZ Name: KEVIN CHRISTOPHER FISHER Relevant professional qualification(sl or body (if any): FCA Address: KINGSTON BURROWES AUDIT LTD 308 EWELL ROAD, SURBITON KT6 7AL IER October 2018
Section B Disclosure Only complete if the examiner needs to highlight matters of conrn (see CC32, Independent examination of Gharity accounts.. diredions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER October 2018