OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2025-04-05-accounts

REGISTERED CHARITY NUMBER: SC004071

Report of the Trustees and

Financial Statements for the Year Ended 5 April 2025

for

Scott Thomson Charitable Trust

Brett Nicholls Associates Herbert House

24 Herbert Street Glasgow G20 6NB

Scott Thomson Charitable Trust

Contents of the Financial Statements for the Year Ended 5 April 2025

Page
Reference and Administrative Details 1
Report of the Trustees 2
Independent Examiner's Report 3
Statement of Financial Activities 4
Balance Sheet 5
Notes to the Financial Statements 6 to 12

Scott Thomson Charitable Trust

Reference and Administrative Details for the Year Ended 5 April 2025

TRUSTEES

==> picture [60 x 40] intentionally omitted <==

PRINCIPAL ADDRESS 0/1 68 Lauderdale Gardens Glasgow G12 9QW REGISTERED CHARITY NUMBER SC004071 INDEPENDENT EXAMINER Brett Nicholls Associates Herbert House 24 Herbert Street Glasgow G20 6NB BANKERS Bank of Scotland The Mound EH1 1YZ

Page 1

Scott Thomson Charitable Trust

Report of the Trustees for the Year Ended 5 April 2025

The trustees present their report with the financial statements of the charity for the year ended 5 April 2025. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The Trust was established to complete the following objectives:

Income consists entirely of personal giving and there is no fundraising of any sort.

ACHIEVEMENT AND PERFORMANCE

Charitable activities

The Trustees are pleased to record that income for the year amounted to £71,707 (2024: £69,293) and that donations amounting to £76,800 (2024: £75,100) have been paid to individuals and Christian organisations.

FINANCIAL REVIEW

Financial position

The trust incurred a net reduction in funds of £17,201 for the year ended 5 April 2025 (2024: Surplus of £3,953). The reduction in funds is partly due to the effect of revaluation of investments by £-7,825.

On 5 April 2025, total reserves stood at £633,517 (2024: £650,718) with £142,973 of these being unrestricted (2024: £141,839) and £490,544 being the Endowment Fund (2024: £508,879).

Reserves policy

The Trustees are satisfied with the level of reserves held, particularly taking into account the need to ensure sufficient funds are available to allow flexibility in responding to needs.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.

Recruitment and appointment of new trustees

New Trustees are appointed as and when required by the Trust's needs. Appointment is through a process of strict criteria that has been agreed upon by the current Trustees. No set time limit is agreed for Trustees though the Trustees review their involvement annually.

Organisational structure

The Scott Thomson Charitable Trust ("the charity") is a Scottish charitable trust set up by Robert Scott Thomson, then of 36 Norwood Drive, Whitecraigs, Glasgow on 31 March 1965. The Trust is a recognised Scottish Charity (No. SC0040771).

Risk management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.

Approved by order of the board oftrusteeson.... 29/10/2025 ... and signed on its behalf by:

Page 2

Independent Examiner's Report to the Trustees of

Scott Thomson Charitable Trust

| report on the accounts for the year ended 5 April 2025 set out on pages four to twelve.

Respective responsibilities of trustees and examiner

The charity's trustees are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended). The charity's trustees consider that the audit requirement of Regulation 10(1)(a) to (c) of the Accounts Regulations does not apply. It is my responsibility to examine the accounts as required under Section 44(1)(c) of the Act and to state whether particular matters have come to my attention.

Basis of the independent examiner's report

My examination was carried out in accordance with Regulation 11 of the Charities Accounts (Scotland) Regulations 2006. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently | do not express an audit opinion on the view given by the accounts.

Independent examiner's statement

In connection with my examination, no matter has come to my attention :

have not been met; or

Fellow of the Association of Chartered Certified Accountants Brett Nicholls Associates Herbert House 24 Herbert Street Glasgow G20 6NB

29/10/2025

DateseS

Page 3

Scott Thomson Charitable Trust

Statement of Financial Activities for the Year Ended 5 April 2025

INCOME AND ENDOWMENTS FROM
Notes
Unrestricted
fund
£
Endowment
fund
£
Donations and legacies
3
50,000
-
Investment income
4
6,870
14,837
Total
56,870
14,837
EXPENDITURE ON
Raising funds
5
-
2,771
Charitable activities
Charitable Activities
6
54,312
24,000
Total
54,312
26,771
Net gains/(losses) on investments
(1,424)
(6,401)
NET INCOME/(EXPENDITURE)
1,134
(18,335)
RECONCILIATION OF FUNDS
Total funds brought forward
141,839
508,879
TOTAL FUNDS CARRIED FORWARD
142,973
490,544
2025
Total
funds
£
50,000
21,707
71,707
2,771
78,312
81,083
(7,825)
(17,201)
650,718
633,517
2024
Total
funds
£
48,826
20,467
69,293
2,554
76,522
79,076
13,736
3,953
646,765
650,718

CONTINUING OPERATIONS

This statement of financial activities includes all gains and losses recognised in the year.

All income and expenditure derive from continuing activities in both years.

Comparative figures for the previous year by fund type are shown in Note 10.

The notes on pages 6-12 form part of these financial statements

Page 4

Scott Thomson Charitable Trust

Balance Sheet

5 April 2025

2025 2024
Notes £ £
FIXED ASSETS
Investments 11 586,696 598,365
CURRENTASSETS
Debtors 12 213 -
Cash atbank 49,398 53,703
49,611 53,703
CREDITORS
Amountsfallingduewithinoneyear 13 (2,790) (1,350)
NET CURRENTASSETS 46,821 52,353
TOTALASSETS LESS CURRENT LIABILITIES 633,517 650,718
NETASSETS 633,517 650,718
FUNDS 15
Unrestricted funds:
General fund 142,973 141,839
Endowmentfunds 490,544 508,879
TOTALFUNDS 633,517 650,718

29/10/2025

The financial statements were approved by the Board of Trustees and authorised for issue On ........seseieeeneeae... and were signed on its behalf by:

The notes on pages 6-12 form part of these financial statements

Page 5

Scott Thomson Charitable Trust

Notes to the Financial Statements for the Year Ended 5 April 2025

1. GENERAL INFORMATION

Scott Thomson Charitable Trust ("the charity") is a Scottish charitable trust and is governed by a deed of trust dated 10 July 1966. It was registered as a charity in Scotland (registered number SC004071) on 10 July 1966. It's registered address is 0/1 68 Lauderdale Gardens, Glasgow, G12 9QW.

2. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities and Trustee Investment (Scotland) Act 2005. The financial statements have been prepared under the historical cost convention.

The financial statements are prepared on an accruals basis, and on a going concern basis, in accordance with:

The charity meets the definition of a public benefit entity under FRS 102.

Assets and liabilities are initially recognised at historical cost or transaction value, unless otherwise stated in the relevant accounting policy.

The financial statements are presented in UK sterling, which is the charity's functional currency, and rounded to the nearest pound.

There have been no changes to the basis of preparation this financial year or to the previous financial year's financial statements.

Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

Creditors and provisions

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

Going concern

The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Page 6

continued...

Scott Thomson Charitable Trust

Notes to the Financial Statements - continued for the Year Ended 5 April 2025

2. ACCOUNTING POLICIES - continued

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Taxation

Scott Thomson Charitable Trust is a charity within the meaning of Section 467 of the Corporation Tax Act 2010. Accordingly, the charity is potentially exempt from taxation in respect of income or capital gains received within categories covered by Chapter 3 of Part 11 of the Corporation Tax Act 2010 and section 256 of the Taxation of Chargeable Gains Act 1992 to the extent that such income or gains are applied for charitable purposes only.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Fixed asset investments

Investments are initially recognised at their transaction value and subsequently measured at their market value as at the balance sheet date using the closing quoted market value. The Statement of Financial Activities includes net gains and losses arising on revaluation and disposals throughout the year.

Realised gains and losses

All gains and losses are taken to the Statement of Financial Activities as they arise. Realised gains and losses on investments are calculated as the difference between sales proceeds and their opening carrying value or their purchase value if acquired subsequent to the first day of the financial year. Unrealised gains and losses are calculated as the difference between the fair value at the year end and their carrying value. Realised and unrealised gains and losses are combined in the Statement of Financial Activities.

Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

3. DONATIONS AND LEGACIES

4.

Donations
INVESTMENT INCOME
Dividends
Interest Received
2025
£
50,000
2025
£
18,657
3,050
21,707
2024
£
48,826
2024
£
19,941
526
20,467

Page 7

continued...

Scott Thomson Charitable Trust

Notes to the Financial Statements - continued for the Year Ended 5 April 2025

5. RAISING FUNDS

Investment management costs

2025
Portfolio management
£
2,771
6.
CHARITABLE ACTIVITIES COSTS
Direct
Support
Costs (see
note 7)
costs (see
note 8)
Charitable Activities
£
76,800
£
1,512
7.
DIRECT COSTS OF CHARITABLE ACTIVITIES
2025
£
Donations
76,800
8.
SUPPORT COSTS
Other fees
2025
£
72
Independent examination
1,440
1,512
2024
£
2,554
Totals
£
78,312
2024
£
2,554
Totals
£
78,312

2024
£
75,100

2024
£
72
1,350
1,422

1,422

9. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 5 April 2025 nor for the year ended 5 April 2024.

Trustees' expenses

There were no trustees' expenses paid for the year ended 5 April 2025 nor for the year ended 5 April 2024.

Page 8

continued...

Scott Thomson Charitable Trust

Notes to the Financial Statements - continued for the Year Ended 5 April 2025

10. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted Endowment Total
fund fund funds
£ £ £
INCOME AND ENDOWMENTS FROM
Donations and legacies 48,826 - 48,826
Investment income 6,536 13,931 20,467
Total 55,362 13,931 69,293
EXPENDITURE ON
Raising funds - 2,554 2,554
Charitable activities
Charitable Activities 68,762 7,760 76,522
Total 68,762 10,314 79,076
Net gains/(losses) on investments (2,239) 15,975 13,736
NET INCOME/(EXPENDITURE) (15,639) 19,592 3,953
RECONCILIATION OF FUNDS
Total funds brought forward 157,478 489,287 646,765
TOTAL FUNDS CARRIED FORWARD 141,839 508,879 650,718
11. FIXED ASSET INVESTMENTS
Listed
investments
£
MARKET VALUE
At 6 April 2024 598,365
Additions 58,785
Disposals (62,629)
Revaluations (7,825)
At 5 April 2025 586,696
NET BOOK VALUE
At 5 April 2025 586,696
At 5 April 2024 598,365
There were no investment assets outside the UK.
Cost or valuation at 5 April 2025 is represented by:
Listed
investments
£
Valuation in 2025 586,696
Page 9 continued...

Scott Thomson Charitable Trust

Notes to the Financial Statements - continued for the Year Ended 5 April 2025

Notes to the Financial Statements - continued
for the Year Ended 5 April 2025
12.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Accrued Income
13.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Accrued expenses
14.
ANALYSIS OF NET ASSETS BETWEEN FUNDS
Unrestricted
Endowment
fund
fund
£
£
Investments
109,095
477,601
Current assets
36,668
12,943
Current liabilities
(2,790)
-
142,973
490,544
Comparatives for analysis of net assets between funds
Unrestricted
Endowment
funds
funds
£
£
Fixed Assets
110,519
487,846
Current assets
32,670
21,033
Current liabilities
(1,350)
-
141,839
508,879
15.
MOVEMENT IN FUNDS

At 6/4/24
£
Unrestricted funds
General fund
141,839
Endowment funds
Hilary Thomson Endowment Fund
508,879
TOTAL FUNDS
650,718
2025
£
213
2025
£
2,790
2025
Total
funds
£
586,696
49,611
(2,790)
633,517
2024
Total
funds
£
598,365
53,703
(1,350)
650,718
Net
movement
in funds
£
1,134
(18,335)
(17,201)
2024
£
-
2024
£
1,350
2024
Total
funds
£
598,365
53,703
(1,350)
650,718
2023
Total
funds
£
579,181
68,844
(1,260)
646,765
At
5/4/25
£
142,973
490,544
633,517

Page 10

continued...

Scott Thomson Charitable Trust

Notes to the Financial Statements - continued for the Year Ended 5 April 2025

15. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Incoming
Resources
Gains and Movement
resources
expended
losses in funds
£ £ £ £
Unrestricted funds
General fund 56,870 (54,312) (1,424) 1,134
Endowment funds
Hilary Thomson Endowment Fund 14,837 (26,771) (6,401) (18,335)
TOTAL FUNDS 71,707 (81,083) (7,825) (17,201)
Comparatives for movement in funds
Net
movement At
At 6/4/23 in funds 5/4/24
£ £ £
Unrestricted funds
General fund 157,478 (15,639) 141,839
Endowment funds
Hilary Thomson Endowment Fund 489,287 19,592 508,879
TOTAL FUNDS 646,765 3,953 650,718
Comparative net movement in funds, included in the above are as follows:
Incoming
Resources
Gains and Movement
resources
expended
losses in funds
£ £ £ £
Unrestricted funds
General fund 55,362 (68,762) (2,239) (15,639)
Endowment funds
Hilary Thomson Endowment Fund 13,931 (10,314) 15,975 19,592
TOTAL FUNDS 69,293 (79,076) 13,736 3,953

Page 11

continued...

Scott Thomson Charitable Trust

Notes to the Financial Statements - continued for the Year Ended 5 April 2025

16. RELATED PARTY DISCLOSURES

One trustee, , made a donation of £50,000 during the year ended 5 April 2025 (2024: £48,826).

There were no other related party transactions for the year ended 5 April 2025 nor for the year ended 5 April 2024.

Page 12