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2025-03-31-accounts

External Scrutiny Report Introduction This External Scrutiny Report (the "Report") is duly prepared and submitted for review by the SCIO to provide an independent analysis and review of The Robert James Graves Foundation SCIO (referred to in this report as The Charity), as outlined in the terms of reference provided on 15 July 2025. Scope of the Report The scope of this Report is to examine and assess the following aspects of the Charity: Compliance with applicable legal and regulatory requirements," Governance and management practices; Financial and operational performance,. Effectiveness of internal controls and risk management", Any other relevant factors as deemed necessary during the course of this scrutiny. Methodology This Report is based on a detailed review of documents and records, interviews with key personnel, and observation of processes in place within the Charity. The methodology employed includes the following steps: Collection of background information and relevant documentation," Identification of key areas for review and scrutiny," Conducting interviews with stakeholders," Assessment and evaluation of findings," Preparation and submission of the comprehensive report. Findings Compliance Review

The examination of legal compliance revealed that the Charity is in adherence with SCIO regulations. Governance and Management The governance structure of the Charity [meetsldoes not meet] the expected standards. Key observations include Ilist key findings regarding governance and management]. Financial and Operational Performance The financial performance of ISubjecVEntity] [is robustlshows areas of concern] with [provide insights concerning financial disclosures, efficiency, and profitability]. Internal Controls and Risk Management The effectiveness of internal controls and risk management processes are adequate. Conclusions Based on the findings detailed above, it is concluded that the Charity is performing in line with the expectations set forth by applicable standards and regulations as required by the SCIO. Recommendations In light of the findings and conclusions reached in this Report, the following recommendations are made for consideration by the SCIO: Implementation of regular risk assessments to identify vulnerabilities and ensure compliance with best practices. Training of any Volunteers to enhance awareness regarding security protocols. Establish a reporting system and ensure all Trustees and potential Volunteers are aware of this system. Regularly review and comply with SCIO regulations. Disclaimer

This Report is intended for the use of the SCIO and the Charity. It should not be relied upon by any other party. The findings and recornmendations herein are based on the information available at the time of scrutiny and are subject to change if new infomation becomes available. Prepared by: Treasurer & Trustee Dated: 10 November 2025

The Robert James Graves Foundation SCIO SC045669 OSCR Receipts and payments accounts Sc(rttish thanty Re8uL4tor For the period from: l April 2024 to 31 March 2025 Section A Statement of receipts and payments Exp•ndabb• Restricted funds endowment funds P•rnian•nt endowment funds funds Total funds curr•nt p•riod Total funds last p•riod toMest£ A1 Recei Donations Le acies Grants Recei ts trom lundraign acliwts.es Gross trading receipts Income trorn inveslments Oth￿ than L3nd armj Mildin Rents trom lan(1 & buikji Gross re￿Ipts trorn other char[ta￿e Al Sub total A2 R•c•ipts from ass•t & imi•slm•nt sales PTocee(Is tr(Kn sale of fixed assets Procee¢Js sale of InvestrDents A2 Sub total A3 Paym•nts Expenses lor fundraigng activil.es Gross trading paymenls Inveslrnenl management tosts Paytnents reL4tsng (Jiretuy trj cnantab clivi*es Grants and (Jonat￿n5 Governance costs". Audit I IndepeTrJent exarninatt.on Preparation of ar)nual accounts Legal costs other A3 Sub tota A4 Payments relatirvJ to asset and Invtstmènt movtmènts Purchases of fixed assets Purchase of Inveslmenis A4 Sub tota Total pa Net recwpts /(payments A5 Transfers to l (from) funds sU￿￿u$l((leficitj foryea

The Robert James Graves Foundation SCIO

SC045669

Section B Statement of balances

Categories Details to nearest £
Unrestricted
funds		 to nearest £
Unrestricted
funds		 Restricted funds
to nearest £		 Restricted funds
to nearest £		 Restricted funds
to nearest £		 Restricted funds
to nearest £		 to nearest £
Expendable
endowment
funds		 to nearest £
Permanent
endowment
funds		 to nearest £
Permanent
endowment
funds		 to nearest £
Total current
period		 to nearest £
Total current
period		 to nearest £
Total last period		 to nearest £
Total last period		 to nearest £
Total last period		 to nearest £
Total last period		 to nearest £
Total last period		 to nearest £
Total last period
B1 Cash funds Cash and bank balances at start of year
0.00
Surplus / (deficit) shown on receipts and
payments account		 0.00
0.00
0.00
Cash and bank balances at end of year 0.00 0.00 0.00 0.00 0.00 0.00
(Agree balances with receipts and payments
account(s))		 - - - - - -
Details Fund to which asset belongs Market valuation Last year
to nearest £ to nearest £
B2 Investments
Total 0.00 0.00
Details Fund to which asset belongs Cost (if available) Current value (if
available)		 Last year
to nearest £ to nearest £ to nearest £
B3 Other assets
Total 0.00 0.00 0.00
Details Fund to which liability relates Amount due Last year
to nearest £ to nearest £
B4 Liabilities
Total 0.00 0.00
Details Fund to which liability relates Amount due
(estimate)		 Last year
to nearest £ to nearest £
B5 Contingent liabilities
Total 0.00 0.00
Signed by one or two trustees on
behalf of all the trustees		 Signature Print Name Date of
approval

tempfile_2872.xlsx / Statement of balances

2

December 2007

The Robert James Graves Foundation SCIO

SC045669

Section C Notes to the Accounts

C1 Nature and purpose of

funds (may be stated on analysis of funds worksheets)

We have received no funds

C2 Grants

C3a Trustee remuneration

Type of activity or project supported Individual /
institution		 Number of grants
made		 Number of grants
made		 Number of grants
made		 Number of grants
made		 Number of grants
made		 £
We have applied for agrant from the EU commission
Our Grant from 2024 -2025 was declined. However,
we are in theprocess of submittinga new application
for either funding,or agrant
Total 0.00
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) x
£

Authority under which paid

C3b Trustee remuneration - details

C4a Trustee expenses

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

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

C4b Trustee expenses - details

C5 Transactions with trustees and connected persons

C6 Other information

tempfile_2872.xlsx / Notes

3

December 2007

APPENDIX 2

The Robert James Graves Foundation SCIO

SC045669

Additional analysis (1)

Analysis of receipts and payments

1 Donations

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

3 Gross receipts from other charitable activities

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

4 Payments relating directly to charitable activities

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

tempfile_2872.xlsxAdditional notes (1)

December 2007

APPENDIX 2

SC045669

Additional analysis (2)

5 Breakdown of unrestricted funds 5 Breakdown of unrestricted funds 5 Breakdown of unrestricted funds 5 Breakdown of unrestricted funds 5 Breakdown of unrestricted funds 5 Breakdown of unrestricted funds
Unrestricted Unrestricted Unrestricted Unrestricted
fund 1 - enter fund 2 - enter fund 3 - enter fund 4 - enter
name of fund name of fund name of fund name of fund
below below below below
Total Total
unrestricted unrestricted
funds funds last period
Receipts
Donations -
Legacies -
Grants -
Receipts from fundraising activities -
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
Proceeds from sale of		 fixed assets
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

tempfile_2872.xlsxAdditional notes (2)

December 2007

APPENDIX 2

The Robert James Graves Foundation SCIO

SC045669

Additional analysis (3)

6 Breakdown of restricted funds

Restricted fund Restricted fund Restricted fund Restricted fund Restricted fund Restricted fund Restricted fund Restricted fund Restricted fund Restricted fund Restricted fund Restricted fund
1 - enter name of 2 - enter name of 3 - enter name of 4 - enter name of
fund below fund below fund below fund below
Total restricted Total restricted
funds funds last
period
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 -
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
-
-
-
-
-
-
-
Purchases of fixed assets
-
Purchase of investments
-
Sub total
-
-
-
-
-
-
-
Total payments
-
-
-
-
-
-
-
Net receipts / (payments)
-
-
-
-
-
-
Transfers to / (from) funds
-
Surplus / (deficit) for year
-
-
-
-
-
-
-
Nature andpurpose of funds
Payments relating to asset and investment
movements		 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
-
-
-
-
-
-
-
Purchases of fixed assets
-
Purchase of investments
-
Sub total
-
-
-
-
-
-
-
Total payments
-
-
-
-
-
-
-
Net receipts / (payments)
-
-
-
-
-
-
Transfers to / (from) funds
-
Surplus / (deficit) for year
-
-
-
-
-
-
-
Nature andpurpose of funds
Payments relating to asset and investment
movements
Nature andpurpose of funds

Completed and signed by:

Treasurer & Trustee The Robert James Graves Foundation

Date: 15 September 2025

Healcrest Charity Baltimore, MD 21201 inquire@healcrest.mail Template.net 222 555 7777 lili 11) CHARITY GOVERNING DOCUMENT Prepared by

Annual Trustees Report Introduction This Trustees Annual Report is prepared by the board of trustees for the financial year ending on 31 March 2025, in accordance with the applicable laws and regulations governing charitable organizations set out in the General Charity Trustee Duties set out in the 2005 Act. The report aims to provide a comprehensive overview of the activities, achievements, and financial position of The Robert James Graves Foundation SCIO. Objectives and Activities The Robert James Graves SCIO is committed to disseminate timely and useful information, to perform charitable services, and to raise funds to help conduct research to enhance productivity and quality of life for people suffering from Graves, Disease. During the reporting year, the charity has undertaken several initiatives to further its purpose, including: Application for funding to various entities Use of social media to promote the charity and increase awareness Ensuring our compliance with the regulations of the SCIO Achievements and Performance The charity has achieved significant milestones in the current year. This section highlights some of the key achievements: We have reached out for Volunteers to help us. This will improve our objectives and should help us raise funds. To research Crowdfunding. This should ensure we receive donations. Ongoing updates and advice for people suffering from Graves, Disease. Financial Review

The financial position of The Robert James Graves Foundation SCIO is struggling to receive donations, however, we are continuing to meet our cornrnitments and supports its objectives. A summary of the financial results is provided below: Income 0.00 Expenditure 0.00 Net SurpluslDeficit 0.00 Reserves 0.00 Risk Management The Trustees have identified and assessed the major risks facing the charity. Measures have been implemented to rnanage those risks, ensuring they remain within acceptable limits. Key risks include: Flnanclal reslllence due to lack of fundlng Regulatory compliance and governance challenges Sustainability concerns regarding fundraising and practices in operations Plans for Future Periods The Trustees plan to continue advancing the charity's mission. Key priorities include: The invitation to various volunteers to help increase donations, funding and awareness A variety of fundraising events to be initiated To develop a cotnfflunications strategy Structure, Governance, and Management The Robert James Graves Foundation SCIO is managed by a board of trustees in accordance with its governing document. The board is responsible for the strategic direction and decision-making of the organization. The governance frarnework ensures compliance with all relevant regulations and oversees the management of the charity's activities. Trustee details include.. • Name: Role: Chairrnan and Trustee Name. Role- Treasurer and Trustee

• Name.. Role: Trustee Name.. Role: Trustee Approval This report was approved by the board of trustees and signed on behalf of the board by: (Treasurer & Trustee) (Chairman & Trustee) Date: 15 September 2025