2024-09-30-accounts - St Andrews Chalmers Institute

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

APPENDIX 1 OSC r

Trustees’ Annual Report for the period	Trustees’ Annual Report for the period	Trustees’ Annual Report for the period	Trustees’ Annual Report for the period	Trustees’ Annual Report for the period	Trustees’ Annual Report for the period	Trustees’ Annual Report for the period	Trustees’ Annual Report for the period
	Period start date				Period end date
	Day	Month	Year		Day	Month	Year
From	01	10	2023	To	30	09	2024

Office of the Scottish Charity Regulator

Reference and administration details

Charity name St Andrews Chalmers Institute Other names charity is known by Registered charity number SC46001 Charity’s principal address

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

Name of person Dates acted if Trustee name Office (if any) (or body) entitled to not for whole year appoint trustee (if any) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20

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)

Name	Name	Dates acted if not for whole year




Structure, governance and management

Type of governing document Trustee recruitment and appointment
	The governance, management and administration of the organisation will be the responsibility of the charity trustees who are also the only trustees of the organisation. The charity is a Scottish Charitable Incorporated Organisation (SCIO). It was registered in its current legal form on 24thof September 2015. The charity was previously an unincorporated association but changed its legal form to a SCIO on 24thSeptember 2015. It has a single tier structure and as such the trustees are members of the SCIO.
	The members of the steering group, which normally meet four times a year, are charity trustees. New trustees are nominated by existing trustees. The number of charity trustees will not be less than four at any time, and the maximum number of trustees will be determined by the charity trustees.

Objectives and activities
Charitable purposes Summary of the main activities in relation to these objects
	The organisation’s purposes are the advancement of the Christian religion: to promote the Christian religion, principally in St Andrews and the surrounding area but also throughout Scotland, elsewhere in the UK and the world; to encourage Christian leadership principles through (a) leadership development training focused on biblical content with an emphasis on developing the participants’ Christian character and leadership skills (b) regular and one-off training events as well as personal one-on-one mentoring, (c) developing teaching materials that can be used more widely and (d) a study fellowship for pastor-theologians pursuing doctoral work.
	We run a weekly Learning Community designed to support and develop participants in their Christian leadership. Graduate Learning Exchange evenings provide opportunities for scholars to present their research to non-specialists for the benefit of both the academy and the church. Training conferences for identified emerging leaders aim to develop their Christian character and leadership skills. The charity supports and mentors pastor-theologians through their academic studies.Chalmers has also developed a research project examining Christian education and formation in churches. Alongside this Chalmers is developing a journal in public theology designed to equip and resource leaders.

APPENDIX 1 Achievements and performance

Summary of the main achievements of the charity during the financial period	The charity has fulfilled its charitable purposes in promoting the Christian religion and encouraging leadership principles. The Learning Community ran with an in-person course with 17 leaders. This considered key Christian leaders and spiritual disciplines through the history of the church. An on-line reading group with 16 leaders considered what it means to be human. The charity’s Fellowships for pastor-theologians continued. One graduated with their PhD and a new one joined the program. As part of their development they contributed to the Learning Community courses and attended a retreat for mutual encouragement. We ran a January conference, where 29 leaders gathered for a home- based time of rest and teaching on a Biblical view of community. The project researching what is happening in terms of Christian education in Scotland’s Churches, what worldview is held and how they are manifested in the day-to-day living of Christians in Scotland continued. This included a cohort of 7 Christian leaders who were interviewed and then started meeting monthly to discuss relevant texts and feed into the project.

Financial review
Brief statement of the charity’s policy on reserves Details of any deficit Donated facilities and services (if any)
	The charity is funded through annual grants from a small number of trust funds, individual donations, and participant fees from our Learning Community and Conferences. The Chalmers Institute operates with a small team, no employees, and it is therefore believed at this stage that we can operate with minimal reserves.
	The charity operated at a surplus this financial year and ended the year with a healthy balance in its account.

APPENDIX 1 Other optional information

Declaration

----- Start of picture text -----
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s)
Position (e.g. Chair) Chair Trustee
Date 01/04/2025 01/04/2025
----- End of picture text -----

Enter SC No. below

APPENDIX 2

Enter charity name below

SC46001

St. Andrews Chalmers Institute

		Receipts and	Receipts and	Receipts and	Receipts and	Receipts and	ts andpayments accounts	ts andpayments accounts	ts andpayments accounts	ts andpayments accounts	ts andpayments accounts	ts andpayments accounts	ts andpayments accounts	ts andpayments accounts
				Period start date									Period end date	Period end date
	For the period from	01 Day		10 Month				2023 Year		to	Day 30		Month 09					Year 2024
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
	to nearest £	to nearest £				to nearest £					to nearest £				to nearest £					to nearest £
A1 Receipts
Donations	32,243														32	32	32	32,243	243	28,420
Legacies	-	-	-	-											-	-	-	-	-
Grants	39,681	-	-	-											39	39	39	39,681	681	67,506
Receipts from fundraisingactivities	-	-	-	-											-	-	-	-	-
Gross tradingreceipts	-	-	-	-											-	-	-	-	-
Income from investments other than
land and buildings	-	-	-	-											-	-	-	-	-
Rents from land & buildings	-	-	-	-											-	-	-	-	-
Gross receipts from other charitable
activities	6,103	-	-	-											6	6	6	6,103	103	5,057
															-	-	-	-	-
*A1 Sub total*	A1 Sub total 78,027	-	-	-		-	-	-	-		-	-	-		78,027	78,027	78,027	78,027	78,027	100,983
A2 Receipts from asset &
investment sales
Proceeds from sale of fixed assets Proceeds from sale of investments A2 Sub total - Total receipts 78,027 ~~——~~		- -	- -	- -	- - ~~=~~						- -	- -	- -	- - - - 78,027 100,983 ~~——~~
A3 Payments
Expenses for fundraising activities															-	-	-	-	-
Gross trading payments															-	-	-	-	-
Investment management costs															-	-	-	-	-
Payments relating directly to charitable	Payments relating directly to charitable
activities	54,451														54	54	54	54,451	451	69,260
Grants and donations
															-	-	-	-	-
Governance costs:
															-	-	-	-	-
Audit / independent examination															-	-	-	-	-
Preparation of annual accounts															-	-	-	-	-
Legal costs															-	-	-	-	-
Other	Other
															-	-	-	-	-
															-	-	-	-	-
**A3 Sub total **	54,451	-	-	-		-	-	-	-		-	-	-		54,451	54,451	54,451	54,451	54,451	69,260
A4 Payments relating to asset and
investment movements
Purchases of fixed assets - Purchase of investments - A4 Sub total - - - - - - Total payments 54,451 - - - 54,451 69,260 ~~—_===—==~~
*Net receipts / (payments)* A5 Transfers to / (from) funds *Surplus / (deficit) for year*	23,576 - - 23,576 - - ~~Sas~~										- 23,576 31,723 - - 23,576 31,723 ~~e==~~

APPENDIX 2

St. Andrews Chalmers Institute

SC46001

Section B Statement of balances

Details	Unrestricted funds to nearest £ 44,826 23,576	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					44,826	13,103
Surplus / (deficit) shown on receipts and payments account					23,576	31,723
					-
					-
Cash and bank balances at end of year (Agree balances with receipts and payments account(s)) Details	68,402	-	-	-	68,402	44,826
	-	-	- 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 liability relates	-	-	-
					Amount due to nearest £	Last year to nearest £





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



Signature			Total Print Name		-	-
						Date of approval

						01 April 2025
						01 April 2025

2023-2024 Chalmers Institute Accounts / Statement of balances

December 2007

APPENDIX 2

St. Andrews Chalmers Institute

SC46001

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

C4a Trustee expenses

C4b Trustee expenses - details

C5 Transactions with trustees and connected persons

----- Start of picture text -----
Individual / Number of grants £
Type of activity or project supported institution 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)
----- End of picture text -----

Authority under which paid	Authority under which paid	£	£
Teachingon LearningCommunityCourse Honorarium			3,000





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





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

C6 Other information

2023-2024 Chalmers Institute Accounts / Notes

December 2007

APPENDIX 2

2023-2024 Chalmers Institute Accounts / Notes

December 2007

APPENDIX 2

SC46001

St. Andrews Chalmers Institute

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 £
Donations from individuals	32,243	-			32,243	28,330
					-	90
					-
					-
Total	32,243	-	-	-	32,243	28,420
	-	-	-	-	-	-

2 Grants

2 Grants
	Unrestricted funds to nearest £	Restricted funds to nearest £	Total current period to nearest £	Total last period to nearest £
World Charitable Foundation			-	28,156
Maclellan Foundation	39,681		39,681	39,350
			-
			-
Total	39,681	-	39,681	67,506
	-	-	-	-

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 £
Learning Community	2,602				2,602	3,205
Conferences	3,201				3,201	1,852
Other	300				300
					-
					-
					-
					-
					-
Total	6,103	-	-	-	6,103	5,057
	-	-	-	-	-	-

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 £
Administrative support renumeration	10,000				10,000	10,000
Office and Administrative cost	508				508	838
Learning community weekly costs	9,739				9,739	856
Graduate Learning Exchange & Lecture costs	164				164
Scholars Fund	11,797				11,797	32,234
Scholars Retreat	-				-	1,031
Conference costs	2,804				2,804	1,726
Publishing costs	-				-	3,511
Worldview project	19,439				19,439	12,064
Invest Programme	-				-	7,000
					-
Total	54,451	-	-	-	54,451	69,260
	-	-	-	-	-	-

2023-2024 Chalmers Institute AccountsAdditional notes (1)

December 2007

APPENDIX 2

SC46001

Additional analysis (2)

5 Breakdown of unrestricted funds

5 Breakdown of unrestricted funds
Receipts	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	32,243				32,243	27,470
Legacies					-
Grants	39,681				39,681	67,506
Receipts from fundraisingactivities					-
Gross tradingreceipts					-
Income from investments other than land and buildings					-
Rents from land & buildings					-
Gross receipts from other charitable activities	6,103				6,103	5,057
*Sub total* Receipts from asset & investment sales	78,027	-	-	-	78,027	100,033
					-
Proceeds from sale of fixed assets					-
Proceeds from sale of investments					-
*Sub total* *Total receipts* Payments	-	-	-	-	-	-
	78,027	-	-	-	78,027	100,033
					-
Expenses for fundraising activities					-
Gross trading payments					-
Investment management costs					-
Payments relating directly to charitable activities	54,451				54,451	66,276
Grants and donations					-
Governance costs:					-
Audit / independent examination					-
Preparation of annual accounts					-
Legal costs					-
					-
					-
*Sub total* Payments relating to asset and investment movements	54,451	-	-	-	54,451	66,276
					-
Purchases of fixed assets					-
Purchase of investments					-
*Sub total* *Total payments* *Net receipts / (payments)* Transfers to / (from) funds *Surplus / (deficit) for year*	-	-	-	-	-	-
					-
	54,451	-	-	-	54,451	66,276
					-
	23,576	-	-	-	23,576	33,757

	-				-	824) (

	23,576	-	-	-	23,576	32,933
					-
Nature andpurpose of funds

2023-2024 Chalmers Institute AccountsAdditional notes (2)

December 2007

APPENDIX 3 OSC r

Office of the Scottish Charity Regulator

’ Independent examiner s report on the accounts V2

Report to the Charity name trustees/members of St Andrews Chalmers Institute

	Independent examiner’s report on the accountsV2	Independent examiner’s report on the accountsV2	Independent examiner’s report on the accountsV2	Independent examiner’s report on the accountsV2	Independent examiner’s report on the accountsV2	Independent examiner’s report on the accountsV2	Independent examiner’s report on the accountsV2	Independent examiner’s report on the accountsV2	Independent examiner’s report on the accountsV2
	Charity name St Andrews Chalmers Institute
Registered charity number On the accounts of the charity for the period Set out on pages Respective responsibilities of trustees and examiner Basis of independent examiner’s statement Independent examiner’s statement Signed: Name: Relevant professional qualification(s) or body (if any): Address:	SC046001
	Period start date					Period end date
	Day	Month	Year			Day		Month	Year
	01	10	2023	to		30		09	2024
	1 to 9

	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. 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.
	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 an audit opinion on the accounts.
	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: • 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.
					Date:		`01/04/2025`


	`ICAS`