## **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** **1** **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.|| **2** ## **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.| ||| **3** ## **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**|**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** |**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 £**
**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 2 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 3 APPENDIX 2 2023-2024 Chalmers Institute Accounts / Notes December 2007 4 APPENDIX 2 **SC46001** ## **St. Andrews Chalmers Institute** ## **Additional analysis (1)** ## **Analysis of receipts and payments** ## **1 Donations** |**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**|**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 £**|**Unrestricted**
**funds**
**to nearest £**|**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**Total current**
**period**
**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 £**|**Unrestricted**
**funds**
**to nearest £**|**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**Total current**
**period**
**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**|**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`||||||||||| ||||||||||||| ||||||||||||| ||||||||||||| ||||||||||||| ||||||||||||| |||||||||||||