oscr -10 oei Brunton Bequest Trust sc Receipts and payments accounts 2025 Section A Statement of receipts and payments unrn1trted fund• Restrictsd E¥pend8b •Ndowm•rt Permtynent Total fundF Totsl funil8 18tst A1 Ite¢el DtI$ Grants Gross IrBdi FIB InwmB from in¥8strn•tsothwt nd and 4212 Ranli frorn knd & bJlN Ai Sub to 3,405 2 R•¢•lpi• Ivorn ••••¢& Inv••tm•nt Proc88d6 from o• Dffix•d A2 Sub tot•1 3,486 P•ym•nl• Exp6n688 for fundr09 xb¥t•• GfOS8 Iradw4 powThrrt• Inv•Blm•nl manAwrM ct4ts Poyments rOrj dINYt0¢horI 2J7 Qr•Trt& ond dorrtthlb G¢MInCe cosls 1.134 1.134 Prepllrai 018mwI L•3•1 r>JAIs A3 Sub 3,528 A4 Piym•nts •M•taDd InvMkn•nt movgrntht• Purchues offrA¥J 8$8et8 4981 Tt#1p•ynlts 0,507 051 42BS AS Tran8fws tollfrornl fdts Su/[de¢hj lor) 428
APPÉNDLX2 8ninton Be uè$t Trust sc Section B Statetnent of balar)ces EXpetsIe YoLIl Current rAwgorfe B1 CathfuThJ• 7.712 3.427 D•41 14645 12,109 iJe6 GSKPLC ¢)RDQBPO31 {ALEI PLC CDGWDI 3228 72 J PLC ORD EUR007 1•MOO 7.141 Tqtsl 52 84 Li14• TL*I BO Cwtlng•rrt
APPENDIX 1 oscr,_ Pen¢)J start date Period end date D•y , Klonth Y8aT l Do¢8n•r i 2025 Year 2025 i To Office of the Scottsh Charlty Regulator Reference and administration details Charlty nam• Oth•r n4me• charlty 18 The Brunton Bequest Trust Regl8tered eharlty numbor SC008464 Charlty's prlnclp•l address 80en & Melrose Pansh Church | St Mary's Road Melrose I P¢xt¢odo T06 gLJ Nam of tho charlty trt on date of apwov•l d Tru0t, Annual R•port Nam• of p•r8on lor body) •ntRlod to appolnt tru8to0 (11 any) tru8100 namo OTr• Vlay) not for whokn y•ar 1 IRevRFrew ', Chairpernon 2 | Mr C Armstrong 3 1 Mr8 l Astrong 4 1 Dr J Gaddie S l Lord Sanderson of Bowden | Lady Sanderson 7 1 Mf K Swinton | From April 2025 Kirk Sessi 10 131 16 i 18 1 20 1
APPENDIX 1 Reference and administration details Namos of all olhor ¢harfty trust•es durlng tho If any. {for example. those Tltho ro•ignod part way through tho flnanclal rIOdI Structure, governance and management Typ• of governlng do¢umnt Trust was established by a DwosrtK)n in Trust dated 20 September 1848 as amended on 6 August 2009 Trustsfr rncrultm•nt and •ppolntm•rt The Tnth are Eldern of 8(y*den rk living wrthin B(ywden Vlllage Objectives and activities Charitsblo purposes Income is for the benefit of helping those in need resident in the Parish of 8owden and for the preVentn or relf of poverty by making grants towards mmodati. maintenance or general welfare of any persons induding chiklren residing in the fonner Parish of Bowden. For the provisK•n of recreational facilits'es andlor the organisation of realional actNitses in the forner Parish of Bowden by awarding grants lo those charrtable organisalion (xrying these obje¢is in the fom)er Parish of Bowden. Summary of tho main aclbvilles In relation to Ihw objects Each yr the Trustees nsler. 1) Those in the parish who would benefit from some financial assistsnce at Chnslffos. 2) Any request from Village Committees which will require finance for tivibes (nneCted with chiklren and the eldedy in the parish. 31 ViÈ gr¥e power to the minister to report any speual requests.
APPENDIX 1 Achievements and performance Summary of th• maln aChI•v•me of the charlty durfng the financial perlod Grants le awarded to pay rental for the vill*Je hall for the krththly coffee rning to pay gTants to 2 villagers to furKI a Christmas lebratIon following Carol Singing to supwrt the village New Year celebration Orwjoing supwt for the village defibrillator will be paid out in 2028. Financial review Brlef •tatem•nt of the ¢h•rlty's pollcy The Expendab Endrmrrnnt Fund prodtKes incOff for distribution. Any excess cash built up is utiliged to purchase lnvestrnts. Dota118 01 any deficlt Donatod faciliti•s and s•rvicos1rf any)
APPENDIX 1 Other optional information Declaration Tho d•¢l•r• that thry hav• appvov•d tho tnMtee•' r•port al)ov•. Slgned on b•half of the charlty'• tn*t••• 31gnaturo(•1 Full nimel•) R¢)sernry Fre Posklon {e.g. Chair) Cha 26 June 2026
APPENDIX 3 OSCR Scottish Charty Regulator Inde endent examiner's re ort on the accounts Report to thg Iruslggslmombgrs of Charty name The Brunton Bequest Trust R•glstorgd Gharlty numbèr On the accounls ol the charlty for the pgrlod ,- --- sc SC008464 P1(j start date Perfod end dale m(th Year Day_ Year 01 January 2025" 31 ,' Decemb8r 2025 Set out on pages rvMrnb•rtg UdA thB pAq• urnb•rn o14ddlknal 5h•otsl Respectlvo The charity's trustees are responsie for the preparation of the accounts in accordance rosponslbllltlos of wth the term3 of the Charities and Tnjstee Investment {Scollandl 2005 Act and the trustees and oxamlnor Charitie$ A¢counts Iscotlandl Regulations 2006 las amended). The Charity Irusteè$ ¢on$ider that the audit requirement of Regulation 10111 {dl of the A¢UnIS R8gulalions does not apply. It is my responsibility to examine the accounts as required under section 44111 Icl of the Act and to Stale whether pa'Cular matters have come to my attention. Basis ol indgpgndgnt My examlnation is carried out in accordance with Regulation 11 of the 2006 Accounts exam4nor'¥ statgmont Regulallons. An examlnatlon includes a review of the acrJ)unbng cOrdS kept by the ehorlty and 8 comparison of the accounts presented with those records.118lso includ88 constderation of any unusual items or di$¢losures in the accounts and seeks explanations from the Iruslees conceming any Such matters. The procedures undertak8n do not provide all the ewdence that would b required In an a1•1 and, consequenuy. I do not express an audit opinion on the view given by the accounts. Ind•p•nd•nl •xamlnotrs In the course of my examination. no matter has come to my attention1glk05th whi( gives me aSOnable uSe to bel¥8 that in any material respect the requirements.. lo keep accounting re¢tyds in accordance wth section 44111 lal of the 2005 Act and Regulalion 4 01 the 2006 Accounts Regulations, and lo prepare accounts which accord wilh the accounting records and comply wlth Regulation 9 of the 2006 Accounts Regulab'ons have not been met. or lo thich. in m opinion, attention should be drawn in order to enable a proper tand fthea ntslo e reached. Dato: Slgngd 'Nam•: on S Chisholm Relevant professlonal Chartered Accountant qualificationlsl or body ICAS (rf any)- Address: Inglholm. 71 Eildon Crescent. Melrose. TD6 9RG "Plea88 del8le th& woftls In the brackets rfttwi¥ Mt 8Fpty. Wthewrjs do aFty. sel IlKJ mBttw8 (A) to your attentth on the fo11rng page. "OSCR wll a¢pt thJrt81 tywj swjnat18s.