2025-06-30-accounts - The Brunton Trust

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

APPENDIX 1

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Period start date
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Period end date
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Office of the Scottish Charity Regulator

Reference and administration details

Charity name The Brunton Trust Other names charity is known by Registered charity number $C045087 Charity’s principal address Ladywell Way Musselburgh

Postcode EH21 6AA

Names of the charity trustees on date of approval of Trustees’ Annual Report

A Name of person Trustee name Office (if any) ee (or body) entitled to not for whole year : s appoint trustee (if any) 1 Chair 2 Resigned 11/09/24 3 Resigned 11/11/24 4 a a a 8 a Appointed 21/01/25 9 Appointed 21/01/25 10 Appointed 21/01/25 11 Appointed 21/01/25 12 Appointed 21/01/25 13 Appointed 21/01/25 We a a 17 18

19 Do

APPENDIX 1

Reference and administration details

Names of all other charity trustees during the period, if any, (for example, those who resigned part way through the financial period)

Dates acted if not for whole year

Structure, governance and management

Type of governing document

The Brunton Trust is a Scottish Charitable Incorporated Organisation, established on 1 September 2014. It is governed by its constitution.

Trustee recruitment and appointment _ The trustees are the same as the trustees of the Brunton Theatre Trust (SC022422).

New Trustees receive information on their appointment about their responsibilities, including the Guidance for Charity Trustees issued by OSCR and the Brunton Trust’s governing documents.

Objectives and activities

Charitable purposes

1 The organisation is established for charitable purposes only, and in particular, the objects are the (1) the promotion of access to, participation in, and enjoyment of the arts and culture for all, (2) the advancement of creative learning, and (3) the advancement of community development.
2 The area within which the organisation shall operate (in the constitution referred to as the ‘Area of Benefit’) shall be East Lothian and the surrounding areas.
3 The organisation shall promote (but not promote exclusively) its activities and delivery operations to people within the ‘Area of Benefit’ who are general public of East Lothian.

Summary of the main activities in relation to these objects See other information in Appendix 1

APPENDIX 1

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|||||| |---|---|---|---|---| |Achievements|and|performance| |Summary|of the|main|achievements| |of the|charity|during|the|financial| |period|See Appendix|1|(other|information)|

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||||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |Brief statement|of the|charity’s|policy| |on|reserves|The|SCIO|is|dormant.|It|has|no|bank|account|and|there|have|been|no| |transactions| |Details|of any|deficit| |Donated|facilities|and|services|(if any)|

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APPENDIX 1 Other optional information

In 2014 the Trustees progressed a change to the legal status of the existing Charity — Brunton Theatre Trust (SCO225422) from an unincorporated Trust to a Scottish Charitable Incorporated Organisation (SCIO). This change was approved by OSCR on 1 September 2014. The Trustees agreed that this was a more suitable legal entity for the Trust.

During 2023, following the recovery period from the Covid pandemic, work on the proposed transfer of services to the Trust Trustees including the plan for the transfer of assets over to the SCIO progressed slowly. The discussions involve complex issues. Such has been the complexity of the discussions that the work to transfer the assets has progressed at a much slower pace than anticipated.

In March 2023 to add to the complexity of the issue, the Council discovered RAAC in the roof of the Brunton building. This necessitated a closure of the performance spaces in the building and a transfer of all Brunton Theatre Trust performances from The Brunton to a range of alternative venues in the county which although successfully implemented proved challenging to manage.

The Council had previously established a Project Team in order to agree the services to be delivered by the Trust and to progress the transfer of assets from the Council to the Trust. Due to the complexity of various legal and financial issues and then in 2024, the permanent closure of the Brunton building, discussions have been paused.

Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

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Signature(s)
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Full name(s)
Position (e.g. Chair) | Chair
Date
28/11/2025
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Enter SC No. below

APPENDIX 2

SC045087

The Brunton Trust

				Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts
						Period start date									Period end date	Period end date
		For the period from		01 Day			July Month				2024 Year	to	Day 30		Month June				Year 2025
Section A Statement of receipts and payments
		Unrestricted funds		Restricted funds				Expendable endowment funds					Permanent endowment funds				Total funds current period			Total funds last period	Total funds last
		to nearest £	to nearest £	to nearest £	to nearest £			to nearest £					to nearest £				to nearest £		to nearest £	to nearest £	to nearest £
A1 Receipts
Donations																	-	-	-
Legacies																	-	-	-
Grants																	-	-	-
Receipts from fundraisingactivities																	-	-	-
Gross tradingreceipts																	-	-	-
Income from investments other than
land and buildings																	-	-	-
Rents from land & buildings																	-	-	-
Gross receipts from other charitable
activities																	-	-	-
																	-	-	-
*A1 Sub total*	*A1 Sub total*	-	-	-	-	-	-	-	-	-	-		-	-	-		-	-	-	-	-
A2 Receipts from asset &
investment sales
Proceeds from sale of fixed assets Proceeds from sale of investments A2 Sub total - - - Total receipts - - - ~~—~~													- -	- -	- -		- - - -	- - - -	- - - -	- -	- -
A3 Payments
Expenses for fundraising activities																	-	-	-
Gross trading payments																	-	-	-
Investment management costs																	-	-	-
Payments relating directly to charitable	Payments relating directly to charitable
activities																	-	-	-
Grants and donations
																	-	-	-
Governance costs:
																	-	-	-
Audit / independent examination																	-	-	-
Preparation of annual accounts																	-	-	-
Legal costs																	-	-	-
Other	Other	Other
																	-	-	-
																	-	-	-
**A3 Sub total **		-	-	-	-	-	-	-	-	-	-		-	-	-		-	-	-	-	-
A4 Payments relating to asset and
investment movements
Purchases of fixed assets Purchase of investments A4 Sub total - - - Total payments - - - ~~—————~~													- -	- -	- -		- - - -	- - - -	- - - -	- -	- -
*Net receipts / (payments)* A5 Transfers to / (from) funds *Surplus / (deficit) for year*	- - - - - - - - - - - - - ~~=——————~~

APPENDIX 2 The Brunton Trust	APPENDIX 2 The Brunton Trust					SC045087
Section B Statement of balances
Categories Signed by one or two trustees on behalf of all the trustees B3 Other assets B5 Contingent liabilities B4 Liabilities B1 Cash funds B2 Investments	Details	Unrestricted funds to nearest £	Restricted funds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	Total current period to nearest £	Total last period to nearest £
	Cash and bank balances at start of year					-
	Surplus / (deficit) shown on receipts and payments account					-
						-
						-
	Cash and bank balances at end of year (Agree balances with receipts and payments account(s)) Details	-	-	-	-	-	-
		-	-	-	-	-	-
				Fund to which	asset belongs	Market valuation to nearest £	Last year to nearest £





	Details		Fund to which	asset belongs	Total Cost (if available) to nearest £	-	-
						Current value (if available) to nearest £	Last year to nearest £









	Details			Total Fund to which l	-	-	-
					iability relates	Amount due to nearest £	Last year to nearest £





	Details			Fund to which l	Total iability relates	-	-
						Amount due (estimate) to nearest £	Last year to nearest £



	Signature			Print Name	Total	-	-
							Date of approval

							28/011/2025

The Brunton Trust receipts and payments 30.06.25 / Statement of balances

December 2007

APPENDIX 2

SC045087

The Brunton Trust

Section C Notes to the Accounts

C1 Nature and purpose of funds (may be stated on analysis of funds worksheets)

C2 Grants

C3a Trustee remuneration C3b Trustee remuneration - details

Type of activity or project supported	Individual / institution	Number of grants made £	Number of grants made £





		Total	-

If no remuneration was paid during the period to any charity trustee or person connected to a trustee cross this box (otherwise complete section 3b)

£ Authority under which paid

C4a Trustee expenses If no expenses were paid to any charity trustee during the period then cross this box (otherwise complete section 4b)

C5 Transactions with trustees and connected persons C4b Trustee expenses - details		Nature of transaction	Number of trustees £	Number of trustees £





	Nature of relationship		Transaction amount (£) Balance outstanding at period end (£)

C6 Other information

The Brunton Trust receipts and payments 30.06.25 / Notes

December 2007

APPENDIX 2

SC045087

The Brunton Trust

Additional analysis (1)

Analysis of receipts and payments

1 Donations

1 Donations
	Unrestricted funds to nearest £	Restricted funds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	Total current period to nearest £	Total last period to nearest £
					-
					-
					-
					-
Total	-	-	-	-	-	-
	-	-	-	-	-	-

2 Grants

2 Grants
	Unrestricted funds to nearest £	Restricted funds to nearest £			Total current period to nearest £	Total last period to nearest £
					-
					-
					-
					-
Total 3 Gross receipts from other charitable activities	-	-			-	-
	- Unrestricted funds to nearest £	- Restricted funds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	- Total current period to nearest £	- Total last period to nearest £
					-
					-
					-
					-
					-
					-
					-
					-
Total	-	-	-	-	-	-
	-	-	-	-	-	-

4 Payments relating directly to charitable activities

	Unrestricted funds to nearest £	Restricted funds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	Total current period to nearest £	Total last period to nearest £
					-
					-
					-
					-
					-
					-
					-
					-
					-
					-
					-
Total	-	-	-	-	-	-
	-	-	-	-	-	-

The Brunton Trust receipts and payments 30.06.25Additional notes (1)

December 2007

APPENDIX 2

SC045087

Additional analysis (2)

Receipts 5 Breakdown of unrestricted funds	Unrestricted fund 1 - enter name of fund below	Unrestricted fund 2 - enter name of fund below	Unrestricted fund 3 - enter name of fund below	Unrestricted fund 4 - enter name of fund below	Total unrestricted funds	Total unrestricted funds last period
Donations					-
Legacies					-
Grants					-
Receipts from fundraisingactivities					-
Gross tradingreceipts					-
buildings					-
Rents from land & buildings					-
Gross receipts from other charitable activities					-
*Sub total* Receipts from asset & investment sales	-	-	-	-	-	-
					-
Proceeds from sale of fixed assets					-
Proceeds from sale of investments					-
*Sub total* *Total receipts* Payments	-	-	-	-	-	-
	-	-	-	-	-	-
					-
Expenses for fundraisingactivities					-
Gross trading payments					-
Investment management costs					-
Payments relatingdirectlyto charitable activities					-
Grants and donations					-
Governance costs:					-
Audit / independent examination					-
Preparation of annual accounts					-
Legal costs					-
					-
					-
*Sub total* Payments relating to asset and investment movements	-	-	-	-	-	-
					-
Purchases of fixed assets					-
Purchase of investments					-
*Sub total* *Total payments* *Net receipts / (payments)* Transfers to / (from) funds *Surplus / (deficit) for year*	-	-	-	-	-	-
					-
	-	-	-	-	-	-
					-
	-	-	-	-	-	-

					-

	-	-	-	-	-	-
					-
Nature and purpose of funds

The Brunton Trust receipts and payments 30.06.25Additional notes (2)

December 2007

APPENDIX 2

SC045087

The Brunton Trust

Additional analysis (3)

6 Breakdown of restricted funds

6 Breakdown of restricted funds
Receipts	Restricted fund 1 - enter name of fund below	Restricted fund 2 - enter name of fund below	Restricted fund 3 - enter name of fund below	Restricted fund 4 - enter name of fund below	Total restricted funds	Total restricted funds last period
Donations					-
Legacies					-
Grants					-
Receipts from fundraisingactivities					-
Gross tradingreceipts					-
Income from investments other than land and buildings					-
Rents from land & buildings					-
Gross receipts from other charitable activities					-
*Sub total* Receipts from asset & investment sales	-	-	-	-	-	-
					-
Proceeds from sale of fixed assets					-
Proceeds from sale of investments					-
*Sub total* *Total receipts* Payments	-	-	-	-	-	-
	-	-	-	-	-	-
					-
Expenses for fundraising activities					-
Gross trading payments					-
Investment management costs					-
Payments relating directly to charitable activities					-
Grants and donations					-
Governance costs:					-
Audit / independent examination					-
Preparation of annual accounts					-
Legal costs					-
					-
					-
*Sub total* Payments relating to asset and investment movements	-	-	-	-	-	-
					-
Purchases of fixed assets					-
Purchase of investments					-
*Sub total* *Total payments* *Net receipts / (payments)* Transfers to / (from) funds *Surplus / (deficit) for year*	-	-	-	-	-	-
					-
	-	-	-	-	-	-
					-
	-	-	-	-	-	-

					-

	-	-	-	-	-	-
					-
Nature and purpose of funds

The Brunton Trust receipts and payments 30.06.25Additional notes (3)

December 2007

APPENDIX 3 ’ Independent examiner s report on the accounts V2

Report to the trustees/members of	Charity name The Brunton Trust
Registered charity	SC045087
number
On the accounts of the	Period start date Period end date
charity for the period	Day Month Year Day Month Year
	01 July 2024 to 30 June 2025
Set out on pages	(remember to include the page numbers of additional sheets)

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) 2005 Act and the Charities Accounts (Scotland) Regulations 2006 (as amended). The charity trustees
	consider that the audit requirement of Regulation 10(1) (d) 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 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 an audit opinion on the viewgiven bythe accounts.
Independent examiner’s statement	In the course of my examination, no matter has come to my attention [other than that disclosed on the attached page*] 1. 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 • to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 2006 Accounts Regulations have not been met, or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Signed:**	Date: 28/11/2025
Name:
Relevant professional
qualification(s) or body
(if any):
Address:	Whitelaw Wells
	9 Ainslie Place
	Edinburgh
	EH3 6AT

*Please delete the words in the brackets if they do not apply. If the words do apply, set out those matters which have come to your attention on the following page.

** OSCR will accept digital or typed signatures

APPENDIX 3

Only complete if the examiner needs to highlight material problems.

Give here brief details of any items that the examiner wishes to disclose