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2025-07-31-accounts

DR WILLIAM GUILD’S MANAGERS CHARITY NUMBER – SC017929

STATEMENT OF ACCOUNTS FOR THE YEAR ENDED 31 JULY 2025

MASTER OF TRADES HOSPITAL IAN MACINTOSH

ALBERT M TAWSE CHARTERED ACCOUNTANTS 18 NORTH SILVER STREET ABERDEEN AB10 1JU

1

DR WILLIAM GUILD’S MANAGERS

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 JULY 2025

The trustees of the charity submit their annual report and the independent examined financial statements for the period ended 31 July 2025. The trustees have adopted the provisions of the Statement of Recommended Practice (SORP) FRS102 “Accounting and Reporting by Charities” issued in 2015 in preparing the annual report and financial statements of the charity.

1. Founding Document

The Trust was founded by Deed of Mortification granted in 1633 by The Reverend Doctor William Guild, sometime Principal of King’s College and University, Old Aberdeen, Scotland. With effect from 10 March 1803, it was administered under a scheme approved by the Court of Session dated 10 March 1803.

2. Administrative Arrangements

The Trustees shall retain control and management of all funds of the Trust in accordance with the said Dr William Guild’s Managers.

3. Trustees

The endowment is vested in the Deacon Convener and the Master of Trades Hospital of the Seven Incorporated Trades of Aberdeen and the Seven Deacons of the Seven Incorporated Trades of Aberdeen ex officiis and their successors in office with five being a quorum.

The trustees who served during the year are as follows:

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4. Objectives

The Trustees shall have it in their power to distribute the revenue of profits of the Dr William Guild’s Managers funds in such way and manner as they may judge most beneficial to the poor tradesmen of the Incorporated Trades.

5.

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6. Organisational Structure

The Trustees shall be responsible for the administration and promotion of the policies of the Trust.

7. Review of the Financial Position

The Accounts for the period to 31 July 2025 show a loss of £132,789 (2024 – profit of £46,757) which has been deducted from the Revenue Fund.

The Trustees consider that the Trust is in a sound financial position and will be able to meet its commitments as they fall due.

2

DR WILLIAM GUILD’S MANAGERS

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 JULY 2025

8. Trustees’ Responsibilities

The trustees are responsible for preparing the Trustees’ Annual 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 financial statements, 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 provisions of the charity’s constitution. 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.

Signed on behalf of the Trustees:

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3

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES

OF DR WILLIAM GUILD’S MANAGERS FOR THE YEAR ENDED 31 JULY 2025

Independent Examiner’s Report to the Trustees of Dr Williams Guild’s Managers Trust

I report on the accounts of the charity for the period to 31 July 2025, which are set out on pages 4 to 11.

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. The charity trustees consider that the audit requirement of Regulation (10(1) (a) to (c)) of the Accounts Regulation 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 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 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 I do not express and audit opinion on the view given by the accounts.

Independent examiner’s statement

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

to keep accounting records in accordance with Section 44(1) (a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulation: and

to prepare accounts which accord with the accounting records and comply with regulation (8) of the 2006 Accounts regulations.

have not been met; or

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4

DR WILLIAM GUILD’S MANAGERS

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 JULY 2025


INCOMING RESOURCES
Donations received – Unrestricted
Donations received - Restricted
Investment income
Other incoming resources
Total incoming resources
RESOURCES EXPENDED
Charitable activities
- Donations
- Half Yearly Payments
Cost of generating funds
- Investment management costs
Governance costs
Aborted development costs
Other costs
Total resources expended
Net incoming resources
Gain on sale of investments
(Loss) on sale of investment property
Net income/(expenditure)
Other recognised gains/losses
Gain on revaluation of property
Gain on revaluation of investments
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward

Notes
3
7
8
10
11
Total Funds
2025
20,368
34,144
193,457
6,477
254,446
31,200
3,661
34,861
350,178
10,660
-
46,607

442,306
(187,860)
27,295
(3,165)
(163,730)
-
30,941
(132,789)
3,040,621
2,907,832
Total Funds
2024
22,626
-
201,721
6,693
231,040
32,647
4,037
36,684
225,482
7,524
1,560
44,870
316,120
(85,080)
-
(85,080)
75,000
56,837
46,757
2,993,864
3,040,621

5

DR WILLIAM GUILD’S MANAGERS

BALANCE SHEET

AS AT 31 JULY 2025

FIXED ASSETS
Tangible assets
Investments
CURRENT ASSETS
Debtors
Owed by group undertaking
Cash in bank
Creditors: amounts falling due
Within one year
Net current assets
NET ASSETS
Represented by-
Revaluation Reserve
Restricted Funds
Unrestricted Funds
Total Funds
Notes
10
11
12
13
14
22,705
7,941
144,094
174,740
180,352
2025
1,981,800
931,644
2,913,444
(5,612)
2,907,832
1,761,332
33,781
1,112,719
2,907,832
24,425
7,769
225,521
257,715
183,761
2024
2,426,794
539,873
2,966,667
73,954
3,040,621
2024
1,731,588
-
1,309,033

3,040,621

The financial statements set out on pages 4 to 11 were approved by the Trustees on 9 October 2025 and they are signed on behalf of the Trustees by:

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6

DR WILLIAM GUILD’S MANAGERS

NOTES TO THE FOR THE YEAR ENDED 31 JULY 2025

1. Accounting policies

In preparing the accounts the following accounting policies have been complied with:

The charity has applied Update Bulletin 1 as published on 2 February 2016 and does not include a cash flow statement on the grounds that it is applying FRS 102 Section 1A.

The trustees consider that there are no material uncertainties about the Trust’s ability to continue as a going concern. The financial statements are presented in sterling which is the functional currency of the charity and rounded to the nearest £.

The charity has taken advantage of exemptions for Small Entities not to prepare Group Accounts and as a result the SOFA only shows the results of the charity alone as permitted under section 408 of the Companies Act 2006 and Appendix 3 paragraph A.12 of the SORP

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

c) Income Recognition

All income is recognised once the charity has entitlement to the income, 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 when receivable and the amount can be measured reliably by the charity; this is normally 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. This is normally upon notification by our investment advisor of the dividend yield of the investment portfolio.

Fixed asset gifts in kind are recognised when receivable and are included at fair value. They are not deferred over the life of the asset.

d) Expenditure Recognition

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 settlement will be required, and the amount of the obligation can be measured reliably.

All other expenditure is accounted for on an accrual’s basis. All expenses including support costs and governance costs are allocated or apportioned to the applicable expenditure headings.

e) 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.

7

DR WILLIAM GUILD’S MANAGERS

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 JULY 2025

f) Tangible Fixed Assets

Tangible fixed assets are stated at costs or valuation less accumulated depreciation and accumulated impairment losses. Costs includes costs directly attributable to making the asset capable of operating as intended.

Deprecation is provided on all tangible fixed assets, at rates calculated to write off the cost, less estimated residual value, of each asset on a systematic basis over its expected useful life as follows:

Furniture and equipment -

over 10 years

g) Investment Property

Investment properties for which fair value can be measure reliably without undue cost of effort are measured at fair value at each reporting date with changes in fair value recognised in ‘net gains / (losses) on investments’ in the SoFA.

h) Investments

Investments are a form of basic financial instrument and are initially recognised at their transaction value and subsequently measured at their fair value as at the balance sheet date using the closing quoted market price. The statement of financial activities includes the net gains and losses arising on revaluation and disposals throughout the year.

The Trust does not acquire put options, derivatives, or other complex financial instruments.

j) Going concern

The financial statements have been prepared on a going concern basis as the trustees believe that no material uncertainties exist. The trustees have considered the level of funds held and the expected level of income and expenditure for 12 months from authorising these financial statements. The budgeted income and expenditure are sufficient with the level of reserves for the charity to be able to continue as a going concern.

2. Taxation

The Trust is a registered charity and accordingly is exempt from taxation on its income and gains where they are applied for charitable purposes.

3. Investment income has arisen as follows

Source of investment income:

Listed investment
Property rental and recharges
2025

£

16,956
176,501
193,457
2024
£
17,251
184,470
201,721

8

DR WILLIAM GUILD’S MANAGERS

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 JULY 2025

4. Donated Services

During the year, the charity donated services by way of free or discounted use of their facilities to various charities. These have been included in Donations paid and amount to £3,250 (2024 - £3,235) for free or discounted Hall hires and £17,000 (2024 - £17,000) for discounted rental of one of the investment properties. Also included were donated services by way of free catering services provided to charities using the hall of £2,007 (2024 – £39).

5. Analysis of employee costs:

Analysis of employee costs:

Salaries
Social security costs

Contributions to Defined Pension Contribution Schemes
2025

£

75,055
5,933

5,905
86,893
2024
£
76,690
6,264
6,453

89,407

The average number of full-time equivalent employees for the year was 3 (2024 - 3) and one full time employee (2024 one full time employee) was employed almost entirely for the upkeep of the property.

There are no employees who received total employee benefits (excluding employer pension costs) of more than £60,000.

6. Trustee remuneration

None of the Trustees were paid any remuneration or expenses by the charity during the year (2024 - £nil).

7. Analysis of charitable expenditure

The charity did not undertake any activity directly but met its charitable purpose by making donations and annuity payments. The total amount of charitable activities, donations, and annuity payments and support costs analysed in relation to each activity group was as follows:



Renal Unit
Russel Anderson Foundation
Dyce Men Shed
Instant Neighbour
Maggie Keswick
Denis Law Legacy
Sue Ryder
Invisible Cities
RGU
Employers Engagement
NESCOL
ACVO
Total
£
5,175
2,939
500
17,000
1,168
1,168
750
750
500
500
500
250
31,200

9

DR WILLIAM GUILD’S MANAGERS

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 JULY 2025

8. Support costs

Support costs consisting of the office costs of the Trust, including staff salaries, are split between charitable work and governance on the estimated time spent on each activity as shown in the table below. Support costs apportioned to the different aims of the charity are shown in note 6 above.

Basis of Charitable 2025 2024
Support costs Apportionment Activity Governance Total Total
£ £ £ £

Office costs
46,607 - 46,607
44,870
Legal and professional fees Actual - 8,160 8,160 5,114
Independent examiners fees Actual - 2,500 2,500 2,410
Total resources expended 46,607 10,660 57,267 52,394
9. The resources expended by the charity include: The resources expended by the charity include:
2025 2024
£ £
Independent examiners fees 2,500 2,410
Legal and professional fees 8,160 5,114
10. Tangible fixed assets
Investment Land and Furnishings
Property Buildings and Equipment Total
£ £ £ £
Cost or valuation
At 1 August 2024 1,903,000 250,000 510,579 2,663,579
Revaluation - - - -
Additions - 13,665 8,813 22,478
Disposals (440,000) - - (440,000)
-
At 31 July 2025 ,1,463,000 263,665 519,392 2,246,057
Depreciation
At 1 August 2024 - - 236,785 236,785
Charge on Disposal - - - -
Charge for year -
- 27,472 27,472
At 31 July 2025 - - 264,257 264,257
Net Book Value
At 31 July 2025 1,463,000 263,665 255,135 1,981,800
At 31 July 2024 1,903,000 250,000 273,794 2,426,794

Investment property

The investment property has been valued as at 31 July 2025 by the Trustees based on an open market value. The historical cost equivalent of these assets is £12,585 (2024 - £439,375)

10

DR WILLIAM GUILD’S MANAGERS

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 JULY 2025

11. Fixed asset investments
All investments were held in the U.K. and were as follows:

Investments held
Investment in Subsidiary
Cash
Listed investments
Stocks and shares
Total
Movements in fixed asset listed investments were:

Carrying value (market value) at beginning of year
Add:Additions to investments at cost
Less:Disposals proceeds
Add:Gain on disposal of assets
Add:Net Gain/(Loss) on revaluation

Carrying value (market value) at end of year
Historical cost at 31 July 2025
2025

Total
£

1
10,065
921,578
931,644
2025
£
491,267
448,798
(76,723)
30,941
27,295
921,578
610,661
2024
Total
£
1
48,605
491,267
539,873
2024
£
429,844
4,586
-
-
56,837
491,267
255,847

Investment in Subsidiary

The investment in subsidiary relates to a 100% holding of the ordinary shares of Trinity Hall Catering Limited SC395503, which is a Trading Subsidiary. The results of this company for the year ended 31 July 2025 show a profit of £14,285 (2024 – loss of £1,122). The capital and reserves as at that date were £24,408 (2024 – £10,123). The turnover for the period is £148,359 (2024 – £56,547) and the expenditure was £133,948 (2024 - £57,669)

12. Analysis of debtors


Trade Debtors
Amounts owed from Group undertakings
Prepayments and Accrued Income
13. Analysis of creditors

Trade creditors
Accruals & Deferred income
Other creditors
2025

£

3,346
7,941
19,359
30,646
2025

£

10,837
18,759
150,756
180,352
2024
£
5,892
7,769
18,533
32,194
2024
£
12,795
19,911
151,054
183,760

11

DR WILLIAM GUILD’S MANAGERS

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 JULY 2025

14. Analysis of fund assets and liabilities

Restricted Unrestricted
Revaluation
Reserve
Capital
At 31 July 2024 -
1,309,033
1,731,588
Transfers 34,144
(32,584)
(1,560)
Unrealised Gain on revaluation (363)
-
31,304
Net outgoing resources
(163,730)
-
Total funds at 31 July 202533,781
1,112,719
1,761,332

Represent by:
Tangible fixed assets
Fixed asset investments
Current assets
Current liabilities
Total
Funds
Funds
Restricted Unrestricted
Revaluation
Reserve
Capital
At 31 July 2024 -
1,309,033
1,731,588
Transfers 34,144
(32,584)
(1,560)
Unrealised Gain on revaluation (363)
-
31,304
Net outgoing resources
(163,730)
-
Total funds at 31 July 202533,781
1,112,719
1,761,332

Represent by:
Tangible fixed assets
Fixed asset investments
Current assets
Current liabilities
Total
Funds
Funds
Total
Funds
£
3,040,621
-
30,941
(191,025)


33,781
1,112,719
1,761,332

2,907,832
1,981,800
931,644
174,740
(180,352)
2,907,832



The unrestricted funds of the charity may be applied for any charitable purpose at the discretion of the Trustees.

15. Pensions and other post-retirement benefits

Defined Contribution pension plans

The charity operates a defined contribution pension plan for its employees. The amount recognised as an expense in the period was £5,905 (2024 - £6,453).

16. Deferred Income

Deferred income relates to income received which relates to future periods.


At 1 August 2024
Additions in year
Amounts released
At 31 July 2025
2025

£

17,034
18,906
(17,034)
18,906
2024
£
17,180
17,034
(17,180)
2024
£
17,180
17,034
(17,180)
17,034

17. Related Party Transactions

There were no related party transactions during the year.