APPENDIX 1 Tru•t•M' Annual R•port for th• p•rlod Pgnod start dale Period end date Year Mcyrth Ye 22 2023 oscr Day From To orfice of the Scottish Charfty Regulator Reference and administration details Chaflty name Other names chartty l• knoyh by Regl8tered chirlty number Charlty's prlnclpal addre•8 ScLThS Lèth8ndy Mortificati NIA SCO15545 Nam•8 of the charSty trn•te•s on date of approval of Trustees. Annual Report Name of perso lor body) entltled to •ppolnt trts• Iir any) NIA Tru$te• name Offl¢• Ill any) Dates aettd If not forwhole year NIA NIA NIA NIA NIA NIA NIA NIA 10 11 12 13 14 15 16 17 18 19
APPENDIX 1 Reference and administration details Names of all other charfty trust¢e$ dtsrlng the pertod. If any. Ifor example. those reslgn¢O part way through the flnanelal perlodl Name Dates •cled If not for vthole y•ar Structure, governance and management Type of govemln9 documenl Scones Lelhendy Morbyatn Is a chanlable unincorporalgd assoaalion d Is governed by the purwse arKI administratson arrangements as sel ¢JJl In Ihe 'table conslrtuthon. Trustee recrnltm•nt and •ppolntment All of Scones Leftendy Trustees afe members of Kirk S•ssi¢YS of Si Johns Kirk & Letham Sl Marks Church. Candidates are invited lo become Trusleos by Ihe Board of Trustees before b•ing appointed. Objectives and activities Ch•rltable puYpo•es The chanlable obiecbve Is the distribulion of net Income from the faim rent Scones Lethendy to appyicants over the age of 60 and who live wilhin the Burgh of Perth We also give a len year bursary lo Iw arest the age of 14 who can claim direct descent frorr (w one of his l)rothets Payments are made on a quartef'y ¢Y4ef 60 The burs amounl is given out annually. Summary of the maln a¢tlvitks In relatlon to thae objecls In the yew, the chanty gave ffloney to Butter C&mie Mortthcalions.
APPENDIX I Achievements and performance Summary of the maln achlevements of The chafrty has a yJrFlus of £18,445 in tha year in C¢ynparison to 8 the charlty durfng the financlal perlod surplus of £22.395 in the Pfevious yoar. During the year. Ihe charity made Ihe folltming grarts.. £ O 00- Butter mortificakn.ons £ 2.308.- Caimie Morbficalions Financial review 8rl•f ststement of the charfty'l pollcy on resetves The charity maintains •Jequate Lmreskn¢ted roserves lo meet the day 10 day Nnning ¢osts of the charity. D•tall• of any defic NIA Donated facllltles and servlces (If any) The charity does rth r*èive any dcThted facilitses or servios.
APPENDIX 1 Other optional information Declaration The trustee• declarn th•t th•y h•v• •pprov•d th• tru•t•M' r•port •tyo. Slgnod on beh•ff of the chaflty'• tru3te•8 Slgnatur•{$l Full namel$ I Posltlon {è.g. Chalrl Date IK J LFAJE Lk
osc S¢ones Lethèndy MortifKations SC015545 Receipts and pa ments accounts Fw lh• p•rttsd fyom )22 2023 e¢tiori A Siatement ot receiDts and Davment Tot•1 fijnds T¢t41 Al R•¢41 DllnHbLini Ltyac Gr•nls Grw trnd r•c•iw• L4Dd aré 2Q178 171 17,066 R•nts tr4rn & buthrwJ• Jl.•7J J4.•73 b tot•1 J8,147 A2 Il•¢•Spts •¥•t& PIDcM¢¥fFom ul• ol fix•d •wt8 •0,711 91.718 •0,711 ,71fj 12D,7Ti 121J,771 2 Sub toi•l 141.61J 1J1,MJ 17JMI• AJ P•yTh•Trts Exp•r1 lthAI4M¥J Gro•b pgyw Proftwl1 co8ts 1$,M6 24,172 P•yrrwnt8 Jrndytstr•rtJt4e Gr•nl•nd th)Mtron• AL111 Inpendenl4x•nTr4ton PrnFqralon ofarnA ac(¥xir L4wl ts)st8 1.12• A3 st t 01.4&7 11.057 44.183 InY•iknrttmov•m•fvt• Purchases of ol In¥e51nnts 11.281 107.111 A4 Sub tot•1 •1.281 11.281 107,1J1 Toiptym•nts 133.111 151.2M 11.445 tt391 AS fiansfeF¥ tolllmmlfuDd¥ SUv8 1(d•lklQ lory•w 18.4
AFPEfuI2 SCOIS646 Bl 31,511 216,3lt zr2Jl1 18 S,7 216,311 tini IJ. ETF 1ts010. %sp IJ. 111•7 TrIF2nF 401. NPLTh F2 nF .74Y ¥1.J)• VXLTD) 24 1•1846W. Ud 31.117 Ifj.VNYP4•knlDMNQR l•m7 79IP.11. T lJ19a•- E¥oJD i 13.1•1 27.•11 08367.F 12,1 1.70Z 755 PLC IiA2S 1ithevSlN 7JMIWT 17JBI 74•.Kll 740 740 74•
APPENDIX2 Scones Lethendy Mortifications Section C Notes to the Accounts SC016545 C1 Nature and purpos• ol lunds Imaybe stat6d analysis ollunds IrkShees) r4Lnrw C2 Grants Td C3a TTh8t•• r•mun•rntion If DO remuner8tkin was Pa durhw th• pe10 lo •ny th•thtruste• oy wEon ¢onn•ctsrt lo tiU61•0 Cioss th15 box 10th•Th s•dty)n C3b Tru•l•• r•mun•rntlon- d•talls C41 Trut•• •xp•nMs 11 no •¥p•ng•5 Wore 10 any tmrty IruJt•¢ th• p•nod ltsn cross Ihis bQX lolhvwsg cofflptg Se¢tn 4bl truil•e C4b Trust•• •xp•nMs- d•f411s It) 11 C6 Transa¢tlons trusi••s nd conn•cd p•rsws C6 Oth•r Inlomi*tlon
APPENDIX 3 oscr Offic8 of thè Scottish Charlty Regulator Independent examlner's report on the accounts Report to the Ctrorrty name trusteeslmembern of Scones Lelhendy Mortificatio Reglstered charlly SC015545 number On the accounts olthe ¢harfty for the perkld Pwic¥J 51wt dale Mtyth Pencmj end dai• Mcrtit D•y Year Oty Y•af to JirJ S•t out on pagM I W 2 IMm•mb•rlo p•g• rumb•r8 of dI1)lshIl1I Respectlve Thè ¢harily'5 Iruslees are responsit4e for the preparatied of the acco1$ in accordance ponslbllltles of with the lefms of the charib.es and Trusteè Investment (Scollandl 2005 Aci and the truste9$ and examlner Charib'gs Accounls (Scollandl Regulaiions 2C(6 The Chanty InJslees con$id8r thai the aLMlil fequirem8nl of Regulalion ?0111 Idl ol the Acc(JJnls Regulats"ons does not apply 11 Is my respon$itslity lo examine Ihe accounls as required under sects'on 44111 Ic) of Iho Act and lo slate whether parknculw matters havè lo my allenlKIn. Ba$18 ol Independent My examination Is Camed wi In pkctydance with Regulation 11 of the Charities eximiner'$ $titement Ac¢ounlS IScollanOI RelatIonS 2C An examin8bon includes a revi of the accounlirs records kepl by the chanly and a comparison of the 8e¢ounis wesenled with Ihose records. 11 also Includes cOnderation ol Ltnusual Items or disclosu$ in the accounts and seeks explanaticS from th8 Iwst¢es ¢onceming any su¢h mallers. The procedures und6rtaken ¢Jo noi provide all eVence that would be required in an ayail and, )nSequently. I do ncrt express an audit OFxnion on thè accounts Indendent ex•mln¢¢• In the ¢ourse cl my examinalion. no maller has come lo my attention lolher than thai ¥tat•menl disclosed on the attached page'l which gives me rea$able wse lo believe that In malenal Spect th8 reouirements lo keep accounliro recd5 in aecordance with sKbon 44111 (al crf the 2005 Act and RegulatK)n 4 01 the 20C6 Accounts RgJulalions. aThJ lo prepare aCCnts accord with the accountsng records comF4y with Regulation 9 of the 20ffi Accounts Regulations have not been met or è trawn in order lo enable a propgr Slgned Name Relevant professlona quallllc4tlon(sl or bod qir anyl.. Cbate: loLF. i tef riars Cresknent Addrnss." 5 Wh_ Perth PH2 OPA 'PPea5e ¢elete the %4ryd5 In the tK¥kets rf¢W do not aFvty Iflhewyth ts) at. set lhe rnlws %41Kh tte ct*to yotsr attentkx on Ihe pJe
APPENDIX 3 Disclosure section Only complete rf the exambner needs lo high1h1 malerial problems. Glve here brlef detalls ol any Items that the examlner wlshes to dlsclose