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2025-08-31-accounts

Mary Davies Trust

Scottish Charity Number SC043526

ACCOUNTS For Year Ended 31[st] August 2025

Mary Davies Trust

Trustees Annual Report and Accounts for the year ending 31[st] August 2025 Scottish Charity Number SC043526

Current Trustees

Mrs. A McNicol Dr E Guthrie Mrs. H Nelson Mrs. J Herbert

Chairperson

Trust Coordinator

Mrs. J Attkins

Secretary

Mr. C Attkins

Contact Address

Mary Davies Trust, Thistledo, Shore Road, Brodick, Isle of Arran, KA27 8AJ

Recruitment and appointment of Trustees

There were no changes of Trustees this year.

Governing document

The affairs of the trust are administered in terms of the will of the late Mary Davies, on which the Trust Deed previously submitted is based.

Charitable purposes

The aims of the trust are to provide and administer free, or subsidised, complementary health care for the healing of body, mind and spirit of individual members of the public referred by health care professionals.

Activities and achievements

Funding

Main funds are from the residue of the estate of the late Mary Davies and previously the sale of her house. To Safeguard the funds in line with bank guarantees, additional funds are invested with Shawbrook bank (£20,234) and the Charity bank (£60,022).

Operational Activities

The trust’s operations were curtailed this year, in order to stretch available funding, with 415 therapies delivered to Arran residents.

Trustees’ remuneration and expenses

The trustees received no remuneration during this financial year.

Approved by the Trustees and signed on their behalf,

Date: 19/5/26

Alison McNicol Chairperson

Independent Examiners’ Report to the Trustees of Mary Davies Trust.

I report on the accounts of the charity for the year ended 31[st] August 2025, which are set out on page 4.

Respective responsibilities of trustees and examiners.

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) (d) of the Accounts Regulations does not apply. It is our responsibility to examine the accounts as required under section 44(1)(c) of the Act and to state whether particular matters have come to our attention.

Basis of independent examiners’ statement.

An 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 we do not express an audit opinion on the view given by the accounts.

Independent examiners’ statement.

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

which gives me reasonable cause to believe that in any material respect the requirements: to keep accounting records in accordance with Section 44(1)(a)

of the 2005 Act and Regulation 4 of the 2006 Accounts

Regulations, and

and comply with Regulation 9 of the 2006 Accounts

Regulations have not been met, or

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

Signed: Date: 8/5/26

Sylvia Alison 7 Brathwic Terrace Brodick Isle of Arran

Mary Davies Trust

- Receipts and Payments Account Year ended 31st August 2025

Receipts
Gifts and Donations Income
Bank Interest Earned
Total Receipts
Payments
Professional Therapists Fees
Voucher
Administration
Professional Fees
Total Payments
Excess of Payments over
Receipts for the year
Bank and Deposit Balances
Brought forward
Movement in Year:
Excess of Payments over
Receipts For the year
Bank and Deposit balances c/f
2025
£
1,034
2,181
3,215
16,028
50
2,350
200
18,628
-15,413
128,997
-15,413
113,584
2024
£
225
2,149
2,374
27,366
0
2,244
200
29,810
-27,436
156,433
-27,436
128,997

Approved by the Trustees and signed on their behalf,

Alison McNicol Chairperson Date: 19/5/26