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2025-04-05-accounts

THE EDINBURGH BOTANIC GARDEN (SIBBALD) TRUST

REPORT AND FINANCIAL STATEMENTS

YEAR ENDED5 April 2025

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Scottish Charity Number: $C016908

THE EDINBURGH BOTANIC GARDEN (SIBBALD) TRUST

CONTENTS

,

Page
Legal and administration information 1
Trustees’ report 2
Independent examiner’s report 6
Statement of financial activities 7
Balance sheet 8
Notestothefinancialstatements 9

THE EDINBURGH BOTANIC GARDEN (SIBBALD) TRUST

Legal and administrative information

Trustees

Secretary

Principal Address

Bankers

The Co-Operative Bank Business Direct PO BOX 250 Skelmersdale WN86 6WT

Stockbrokers

Stockbrokers Evelyn Partners (formerly Tilney Bestinvest) Private Wealth Management 148 Morrison Street Edinburgh EH3 6EX — ae Independent Examiner Emma Marshall, CA MHA

Chartered Accountants 6 St Colme Street Edinburgh EH3 6AD

Scottish Charity Number $C016908

1

THE EDINBURGH BOTANIC GARDEN (SIBBALD) TRUST

Trustees’ Report (continued)

for the year ended 5 April 2025

Trustees’ responsibilities statement

The Trustees are responsible for preparing the Trustees’ Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom generally Accepted Accounting Practice).

The law applicable to charities in Scotland requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these accounts, the Trustees are required to:

The Trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities and Trustee Investment (Scotland) Act 2005, the Charities Accounts (Scotland) Regulations 2006 (as amended) and the Trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. 4 Chair of Trustees 1 September 2025

5

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES ON THE UNAUDITED FINANCIAL STATEMENTS OF THE EDINBURGH BOTANIC GARDEN (SIBBALD) TRUST

| report on the financial statements for the year ended 5 April 2025 set out on pages 7 to 17.

Respective responsibilities of Trustees and independent examiner

The charity’s Trustees are responsible for the preparation of the financial statements 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 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 independent examiner’s statement

My examination is carried out in accordance with Regulation 11 of the 2006 Accounts Regulations. An examination includes a review of the accounting records kept by the charity and a comparison of the financial statements presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeks explanations from the 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 financial statements.

Independent examiner’s statement

In the course of my examination, no matter has come to my attention:

  1. which gives me reasonable cause to believe that in any material respect the requirements:

  2. e to keep accounting records in accordance with Section 44(1) (a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations; and

  3. e to prepare financial statements which accord with the accounting records and comply with Regulation 8 of the 2006 Accounts Regulations;

have not been met; or

  1. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the financial statements to be reached.

a 1 September 2025 Independent Examiner MHA

Chartered Accountants 6 St Colme Street Edinburgh EH3 6AD

6

THE EDINBURGH BOTANIC GARDEN (SIBBALD) TRUST

Statement of Financial Activities

(Incorporating Income and Expenditure Account) For the year ended 5 April 2025

Note Unrestricted Restricted Total Total
Funds Funds 2025 2024
£ £ £ £
income from:
Donations and legacies 2 163,460 - 163,460 87,500
Other trading income sale of books 935 - 935 819
Investment income 3 7,659 25,896 33,555 26,184
Total income 172,054 25,896 197,950 114,503
Expenditure on:
Raising funds - Investment
management fees 2,853 6,528 9,381 7,527
Charitable activities 4 83,002 18,921 101,923 116,886
Total expenditure 85,855 25,449 111,304 124,413
Net income/(expenditure) before
gainsand lossesoninvestments 86.199 aay 86.646 (9,910)
Net (losses)/gains on
investment assets 7 (8,033) (35,333) (43,366) 38,317
: Net income/(expenditure) 78,166 (34,886) 43,280 28,407
Transfers between funds (1,948) 1,948 - -
Net movement infunds 76,218 (32,938) 43,280 28,407
Total funds brought forward 9,10 378,098 1,024,990 1,403,088 1,374,681
Totalfundscarriedforward 9,10 454,316 992,052 1,446,368 1,403,088

7

THE EDINBURGH BOTANIC GARDEN (SIBBALD) TRUST

Balance Sheet
as at 5 April 2025
Note 2025 2024
£ £
Fixed assets
Heritage assets 6 2,800 2,800
Investments 7 1,239,144 853,746
1,241,944 856,546
Current assets
Debtors 8 3,469 40,000
Cash on deposit with broker 8,531 1,993
Cash at bank 304,209 613,718
316,209 655,711
Liabilities: creditors due within one year
Grants and awards payable (107,645) (105,275)
Accruals (4,140) (3,894)
(111,785) (109,169)
Net current assets 204,424 546,542
Net assets 1,446,368 1,403,088
Funds
Unrestricted funds:
General 9,10 454,316 378,098
454,316 378,098
Restricted funds:
Permanentendowment 9,10 523,657 548,350
DavisTaxonomic Research Fund 9,10 24,996 17,418
Heather Fairlie Fund 9,10 194,154 201,164
Balfour Fund 9,10 249,245 258,058
992,052 1,024,990
1,446,368 1,403,088

The financial statements were approved and authorised for issue by the Trustees on 1 September eir behalf by:

Chair of Trustees

8

THE EDINBURGH BOTANIC GARDEN (SIBBALD) TRUST

Notes to the accounts

for the year ended 5 April 2025

Accounting policies

The significant accounting policies adopted in the preparation of the financial statements are set out below. These have been applied consistently to all years unless otherwise stated.

Basis of accounting

The financial statements have been prepared on a going concern basis under the historical cost convention as modified for the revaluation of listed investments. They are presented in sterling which is the functional currency of the charity rounded to the nearest £.

The financial statements have been prepared in accordance with the Charities and Trustee Investment (Scotland) Act 2005 and Charities Accounts (Scotland) Regulations 2006 (as amended), the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their financial statements in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued in October 2019, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and UK Generally Accepted Accounting Practice. The charity constitutes a public benefit entity as defined by FRS 102. Going concern The Trustees consider there are no material uncertainties about the Trust’s ability to continue as a going concern. Trustees have considered the impact of the current economic environment on the financial position and future performance of the charity and will continue to ensure grant awards are given only where there is sufficient income available to do so. Trustees are satisfied these efforts are sufficient and therefore continue to adopt the going concern basis of accounting in preparing the financial statements.

Income recognition

All income is recognised once the charity has entitlement to the income, there is sufficient certainty of receipt and so it is probable that the income will be received, and the amount of income receivable can be measured reliably.

Interest on funds held on deposit is included upon notification of the interest paid or payable by the Bank. Dividends are recognised once the dividend has been declared and notification has been received of the dividend due.

Expenditure recognition

Expenditure is recognised once there is a constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classed under headings that aggregate all cost relating to the category. The charity is not registered for VAT, therefore all expenditure is stated gross of irrecoverable VAT.

|

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

.

9

THE EDINBURGH BOTANIC GARDEN (SIBBALD) TRUST

Notes to the accounts (continued)

for the year ended 5 April 2025

1 Accounting policies (continued)

Expenditure recognition (continued)

Grants payable are payments made to third parties in the furtherance of the charitable objects of the charity.

Governance costs include those costs associated with meeting the constitutional and statutory requirements of the charity and include the cost of independent examination.

Heritage asset

The John Steell bust of Patrick Neill is reflected in its valuation at the time of its donation in 1992. No depreciation has been applied as its estimated useful life is indeterminable and therefore any depreciation charge applicable is considered immaterial.

Investments

investments are included at fair value at the year end. 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 investment gains and losses are combined in the Statement of Financial Activities.

Debtors

Debtors are measured at their recoverable amount and included when reasonable certainty exists over their receipt.

Cash at bank in hand

Cash at bank and in hand include cash and short term highly liquid investments with a short maturity date of three months or less from the date of acquisition or opening of the deposit or similar account.

Creditors

Creditors 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 reliably.

Fund Accounting

Restricted funds are funds that can only be used for particular restricted purposes. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes. Designated funds are funds which have been earmarked by the Trustees for specific purposes. Unrestricted funds are funds which can be used at the discretion of the Trustees. Details of the nature and purpose of each fund is set out in the Report of the Trustees.

Taxation

The charity is exempt from tax on income and gains to the extent that these are applied to its charitable activities. No tax charges have arisen in the charity.

10

THE EDINBURGH BOTANIC GARDEN (SIBBALD) TRUST

Notes to the accounts (continued) for the year ended 5 April 2025

2 Donations and legacies 2025 2024
£ £
General fund 163,460 87,500
3 Investment income 2025 2024
£ £
Unrestrictedfunds
Dividends 7,484 6,940
Interest 175 -
7,659 6,940
Restrictedfunds
BalfourFund
Dividends 3,351 -
Interest 2,502 1,492
5,853 1,492
Davis Taxonomic Research Fund
Interest 14,641 3,841
Dividends 854 12,746
15,495 16,587
Heather Fairlie Fund
Dividends 2,676 -
Interest 1,872 1,165
4,548 1,165
33,555 26,184

Investment income in the year totalled £33,555 (2024: £26,184) of which £7,659 (2024: £6,940) related to unrestricted funds and £25,896 (2024: £19,244) related to restricted funds.

11

THE EDINBURGH BOTANIC GARDEN (SIBBALD) TRUST

Notes to the accounts (continued) for the year ended 5 April 2025

4 Charitable activities 2025 2024
£ £
Grants andawards approvedorawarded during the year:
GeneralFund
Revision of Globb
Tavern
Visit to RBGEes... Centre for
Biosystematics and Evolution, Indonesia
2,460
860
-
-
Taxonomic revision of Viola sub. Neoandinium sect. Rosulatae (Violaceae)
in Peru. Visit to RBGE 2,500 -
Poster presentation at 8th Global BotanicGarden Congress Singapore 1,200 -
Taxonomic revision of the genus Cinchona (Rubiaceae)
in Peru. Visit to
RBGE 2,500 -
Attendance at the 12th International Mycological Conference in Maastricht,
Netherlands to present a Sibbald funded project 1,265 -
Publishing updated 1UCN Red
List status of Rhododendron
(Ericaceae)
subsection Maddenia species 2,500 -
The genusAeschynanthus in New Guinea and Solomon Islands 11,782 -
Cyperaceae of Nepal: contributing to the Flora of Nepal. Volume 9 6,900 -
A revision to the ginger genus Epiamomum A.D. Poulsen & Skornick 11,985 -
Optimizing destructive sampling of herbarium specimens with data-driven
policy 3,150 -
Taxonomy of Amazonian trees: taxonomic revision, biogeography and trait
evolution ofthe florally distinct legume Aldina 12,000 -
Open Ecosystem Orchids: a means to better understand the biogeography
ofopen-ecosystems 11,369 -
Phylogeny ofthe charismatic peas and vetches (tribe Fabeae, Leguminosae 12,000 -
ae
cing a legacyfrom theArchives
Student work placement for 2 students
Diversityof Plants ofNewGuinea -2dayvisittoRBGEii
a
stecyVisit UK BotanicGardens
3,557
-
-
-
-
2,554
350
2,000
Taxonomic revision ofThomasiifolium clade ofSolanum (Solanaceae) - 2,500
Sikkim Rhododendrons - red listing and conservation collections ~ 2,500
Expedition to North Vietnam October 2023 - 2,500
Advancing
Stereocaulon
taxonomy
and
diversity
studies
photobiant
associations in the Svesuvianum complex - 2,435
Nomenclature and synonymy ofWeinmannis (Cunoniaceae) in the Norther
Andes - 2,250
A floristic and Molecular Study of Polytrichaceae in the Himalaya - 3,000
Taxonomy and Biogeography of Dryopteris on Mt Kinabalu - 2,200
Floral ontogeny and Mophology ini Assessing the
Androecium Structure and its implications in reproduction - 3,998
Eriosema phylogenomics (Leguminosae - Papilionideae); an amphiatlantic
genus, recent and adapted to the tropical savannah : 6,216
Genetic diversity ofAneura murbilis and relatives - 16,330
Travel grant to Nepal for Poaceae research - 1,300
Commitments written back (1,733) (1,908)
(Under)/overspends on projects (3,421) 347
80,874 48,572

12

THE EDINBURGH BOTANIC GARDEN (SIBBALD) TRUST

Notes to the accounts (continued) for the year ended 5 April 2025

4 Charitable activities (continued) 2025 2024
£ £
Davis Taxonomic Research Fund
Filling the void: Advancing taxonomy of Inga from the Colombian Andes 10,667 -
A revision ofGentiana in Nepal and surrounding regions: contributing to
Gentianaceae for Flora of Nepal 6,630 -
Exotic conifer associated fungi in Scotland - 12,000
Taxonomic revision ofOceaniopteris; A malesian genus of hard-ferns - 9,900
The Malabaric Conundrum; Taxonomic clarification and typification ofthe
cane begonias of Sri Lanka and the Western Ghats - 16,899
Taxonomic revision ofthe Oleaceae forthe Flora of Nepal - 13,989
Building a multi-access key to the mega-diverse genus Solanum - 1,570
(Under)/overspendson projects (446) (68)
16,851 54,290
CFJenkins Fund
CF Jenkins project - 10,000
Total 97,725 112,862
2025 2024
£ £
Total grants 97,725 112,862
Support costs
Bank and othercharges 58 130
Governance costs (note 5) 4,140 3,894
4,198 4,024
101,923 116,886

Charitable expenditure in the year totalled £101,923 (2024: £116,886) of which £83,002 (2024: £50,648) related to unrestricted funds and £18,921 (2024: £66,238) related to restricted funds.

5 Governance costs
Davis
Taxonomic
General
Research
Total
Total
Fund
Fund
2025
2024

£
£
£
£
-
Independentexaminer’sfee
2,070
2,070
4,140
3,894

13

THE EDINBURGH BOTANIC GARDEN (SIBBALD) TRUST

Notes to the accounts (continued)

for the year ended 5 April 2025

6 Heritage Assets

Heritage Assets 2025 2024
£ £
JohnSteellbustofPatrickNeill(1776-1851) 2,800 2,800

Part of a 1992 legacy from Professor P H Davis and valued by Christies at that time.

7 Investments Davis
Taxonomic Balfour Heather
General Research Burtt Fairlie Total Total
Fund Fund Fund Fund 2025 2024
£ £ £ £ £ £
Market value at 5
April 2024 305,299 548,344 - - 853,643 821,276
Acquisitions at cost 41,499 90,563 247,647 198,502 578,211 95,322
Disposals proceeds (48,710) (105,121) (486) (389) (154,706) (101,272)
Net (losses)/ gains on
revaluation (8,033) (10,534) (13,875) (10,924) (43,366) 38,317
Investments value at
5 April 2025 290,055 523,251 233,286 187,189 1,233,782 853,643
Cash held on deposit 1,657 405 2,047 1,253 5,362 103
Market value at 5
April 2025 291,712 523,656 235,333 188,442 1,239,144 853,746
Historical cost at 5
April 2025 272,872 510,173 249,210 199,367 1,231,622 794,046
8 Debtors 2025 2024
£ £
Accrued income 3,469 -
Legacies receivable - 40,000
3,469 40,000

14

THE EDINBURGH BOTANIC GARDEN (SIBBALD) TRUST

Notes to the accounts (continued) For the year ended 5 April 2025

9 Movement in funds
At6 April income Expenditure Gain/(loss) Transfers At 5 April
2024/25 £ £ £ £ £
Unrestricted funds:
General 378,098 172,054 (85,855) (8,033) (1,948) 454,316
378,098 172,054 (85,855) (8,033) (1,948) 454,316
Restricted funds:
Davis Taxonomic Research Fund:
-Permanentendowment 548,350 - (5,103) (10,534) (9,056) 523,657
- Revenue 17,418 15,495 (18,921) - 11,004 24,996
Heather Fairlie Fund 201,164 4,548 (634) (10,924) - 194,154
BalfourFund 258,058 5,853 (791) (13,875) - 249,245
1,024,990 25,896 (25,449) (35,333) 1,948 992,052
Total funds at 5 April2025 1,403,088 197,950 (111,304) (43,366) - 1,446,368
9 Movement in funds
At6 April Income Expenditure Gain/(loss) Transfers At 5 April
2023/24 £ £ £ £ £
Unrestricted funds:
General 352,454 85,259 (53,341) 15,341 (21,615) 378,098
Balfour Fund (designated) 6,594 - - - (6,594) -
359,048 85,259 (53,341) 15,341 (28,209) 378,098
Restricted funds:
Davis Taxonomic Research Fund:
-Permanent endowment 538,480 - (4,834) 22,976 (8,272) 548,350
-Revenue 27,153 16,588 (56,238) - 29,915 17,418
Heather Fairlie Fund 200,000 1,164 - - - 201,164
BalfourFund 250,000 1,492 - - 6,566 258,058
CFJenkins - 10,000 (10,000) - - -
1,015,633 29,244 (71,072) 22,976 28,209 1,024,990
Totalfundsat5April2024 1,374,681 114,503 (124,413) 38,317 - 1,403,088

15

THE EDINBURGH BOTANIC GARDEN (SIBBALD) TRUST

Notes to the accounts (continued) For the year ended 5 April 2025

10 Analysis of net assets between funds

General Restricted
(unrestricted) Funds Total
£ £ £
Investments 291,712 947,432 1,239,144
Heritage assets 2,800 - 2,800
Net current assets 159,804 44,620 204,424
At 5 April 2025 454,316 992,052 1,446,368
Investments 305,396 548,350 853,746
Heritage assets 2,800 - 2,800
Net current assets 69,902 476,640 546,542
At5April2024 378,098 1,024,990 1,403,088

Purposes of funds:

Designated funds

The Balfour fund is a designated fund set aside by trustees to support work of a taxonomic nature on flowering plants by experienced botanists. During the year, trustees decided to release the designated fund as there is a separate restricted fund of the same name held for the same purpose.

Restricted funds

The Davis Taxonomic Fund was created following the receipt of a substantial legacy from Professor fF Edinburgh University’s Botany Department to support taxonomic research. The fund comprises a permanent endowment and a restricted revenue fund, which is available for distribution.

The Heather Fairlie Fund was created following the receipt of a substantial legacy from Heather Salzen to support students and other persons from outwith Europe and North America in education, training or research at the Royal Botanic Garden, Edinburgh, in furtherance of promoting and encouraging botanical and horticultural research and conservation in those countries.

The Balfour Fund was created following the receipt of a substantial legacy from a. support taxonomic research on flowering plants only.

16

THE EDINBURGH BOTANIC GARDEN (SIBBALD) TRUST

Notes to the accounts (continued)

For the year ended 5 April 2025

11 Trustee remuneration and expenses

No Trustee received any remuneration or reimbursement of expenses during the year (2024: Nil).

No staff are employed by the charity and consequently no one received emoluments of more than £60,000 in the year (2024: Nil).

12 Related party transactions

There were no transactions with related parties in the current or prior year.

13 Contingent asset

The Trust was notified last year that they are a named beneficiary in the estate a 0UttttCiCd HE edge. The Trust is entitled to a 1/6 share of the estate. £140,000 was received in interim payments during 2024/25, with the balance likely to follow in 2025/26. As the estate has not yet been fully settled, it is not possible to quantify the value of the remaining legacy.

17