**,** ## **Trustee Annual Report** ## **For the financial period ended 30 September 2024** The Trustees have pleasure in presenting their annual report for the financial period ended 30 September 2024. ## **Reference and Administrative Information** ## **Charity Name** ## **Anna Burnett Trust** ## **Charity Number** ## **SC049648** ## **Address** 5 Hallcroft Close Ratho Newbridge Midlothian EH28 8SD ## **Current Trustees** ## **Structure, Governance and Management** The Anna Burnett Trust is a single tier Scottish Charitable Incorporated Organisation (SCIO) and became a registered charity on 27 September 2019. It is governed under its Constitution. ## **Trustee Recruitment and Appointment** Charity Trusteeship is open to any person aged 16 or over and who subscribes to the purposes of the charity and wishes to see them fulfilled. Any person who wishes to become a charity trustee must sign a written application for charity trusteeship. The application will be considered by the Board at its next Board meeting. The minimum number of Trustees is three. At each Annual General Meeting (AGM) each Trustee must retire from office but may then be re-elected under Clause 27 of the Constitution. A Trustee retiring at the AGM will be deemed to have been re-elected unless they advise that they do not wish re-election prior to the conclusion of the AGM. ## **Objectives and activities** ## **Our Vision** The Anna Burnett Trust recognises the value of the creative arts to young people's education and mental health wellbeing. We want to make a difference to young people's lives. We want to acknowledge and celebrate our young people's talents and diversity by giving them opportunities in creative art and design. We aim to reach young people in Scottish secondary schools, particularly those who have fewer opportunities or who have difficulties in school, giving them an expressive outlet through art and design. ## **Benefits of Creativity in Education** Participating in creative art and design can: - Encourage self-expression and imagination - Develop individuality - Boost problem-solving skills - Enhance communication skills. ## **Benefits of creativity to mental health wellbeing** Participating in creative art and design can improve mental health wellbeing and cn: - Inspire self-esteem and confidence - Boost mood and positive thinking - Help facilitate emotional expression. The Anna Burnett Trust aims to provide grants through its fundraising activities and donations received to Scottish secondary schools who have applied for funds and which meet the charity’s purpose. ## **Achievements and Performance** In the twelve months from October 2023 to September 2024, the charity has gratefully continued to receive donations. In this period the charity paid out its second grant amounting to £1480 to Forrester High School, Edinburgh. This was for the purchase of 40 art material packs to enable certificate students (S3 and upwards) who are living in the Scottish Index of Multiple Deprivation (SIMD) 1-4/receiving free school meals (FSM) or experiencing hidden poverty to finish work at home which is part of the course requirements. Students produce a folio of their best work over the length of the course and this is submitted to the SQA, or Art dept, for assessment. It consists of a Design Project and an Expressive project. The student’s main emphasis must be on finishing work outside the classroom – at home and on study periods. We hope that the position in terms of carrying out more fundraising activities and providing more grants to schools will take place in the coming months. ## **Financial Review** Funds raised for the financial year ending 30 September 2024 is £1291 and expenditure amounted to £1,480. The balance at the end of this period is £10,939.45. Enter SC No. below APPENDIX 2 Enter charity name below **SC** ## **Anna Burnett Trust** |||**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|||**49648**| |---|---|---|---|---|---|---|---|---|---|---|---| ||**For the period**
**from**|Period sta||rt date|||Period e||nd date||| |||Day|Month||Year|**to**|Day|Mon|th|Year|| |||01|10||2023||30|09||2024|| ||||||||||||| |**Section A Statement of receipts and payments**|||||||||||| |**A1 Receipts**|**Unrestricted**
**funds**
**to nearest £**|**Restricted**
**funds**
**to nearest £**||**Expendable**
**endowment**
**funds**
**to nearest £**|||**Permanent**
**endowment**
**funds**
**to nearest £**||**Total funds**
**current period**
**to nearest £**||**Total funds last**
**period**
**to nearest £**| |Donations|**1,003**||||||||**1,003**||| |Legacies|||||||||**-**||| |Grants|||||||||**-**||| |Receipts from fundraisingactivities|**288**||||||||**288**||| |Gross tradingreceipts|||||||||**-**||| |Income from investments other than
land and buildings|||||||||**-**||| |Rents from land & buildings|||||||||**-**||| |Gross receipts from other charitable
activities|||||||||**-**||| ||||||||||**-**||| |**_A1 Sub total_**|**1,291**|**-**||**-**|||**-**||**1,291**||**-**| |**A2 Receipts from asset &**
**investment sales**|||||||||||| |Proceeds from sale of fixed assets|||||||||**-**||| |Proceeds from sale of investments|||||||||**-**||| |**_A2 Sub total_**|**-**|**-**||**-**|||**-**||**-**||**-**| |**_Total receipts_ **
**A3 Payments**|||||||||||| ||**1,291**|**-**||**-**|||**-**||**1,291**||**-**| ||||||||||||| |Expenses for fundraising activities|||||||||**-**||| |Gross trading payments|||||||||**-**||| |Investment management costs|||||||||**-**||| |Payments relating directly to charitable
activities|||||||||**-**||| |Grants and donations|**1,480**||||||||**1,480**||| |Governance costs:|||||||||**-**||| |Audit / independent examination|||||||||**-**||| |Preparation of annual accounts|||||||||**-**||| |Legal costs|||||||||**-**||| |Other|||||||||**-**||| ||||||||||**-**||| |**_A3 Sub total_ **|**1,480**|**-**||**-**|||**-**||**1,480**||**-**| |**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_**|||||||||||| ||**1,480**|**-**||**-**|||**-**||**1,480**||**-**| ||||||||||||| ||**189)**
**(**|**-**||**-**|||**-**||**189)**
**(**||**-**| ||||||||||||| ||||||||||**-**||| ||||||||||||| ||**189)**
**(**|**-**||**-**|||**-**||**189)**
**(**||**-**| APPENDIX 2 **SC** **Anna Burnett Trust** ## **Section B Statement of balances** |**Categories**
**Signed by one or two trustees**
**on behalf of all the trustees**
**B1 Cash funds**
**B2 Investments**
**B3 Other assets**
**B5 Contingent liabilities**
**B4 Liabilities**|**Details**|**Unrestricted**
**funds**
**to nearest £**|**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**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**|**-**|**-**|**-**|**-**||**-**|**-**| |||189|-|
-
**Fund to which**|
-
**asset belongs**||189
**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**| |||||||||| |||||||||10.06.25| |||||||||| |||||||||| Receipts and Payments Accounts 2023-2024 / Statement of balances December 2007 2 APPENDIX 2 **SC** **Anna Burnett 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** |**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**|||**£**| ## **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) ## **C4b Trustee expenses - details** ## **C5 Transactions with trustees and connected persons** ||**Nature of transaction**|**Number of**
**trustees**
**£**|**Number of**
**trustees**
**£**| |---|---|---|---| ||||| ||||| ||||| ||||| ||||| |**Nature of relationship**||**Transaction**
**amount (£)**
**Balance**
**outstanding at**
**period end (£)**|| ||||| ||||| ||||| ||||| ||||| **C6 Other information** Receipts and Payments Accounts 2023-2024 / Notes December 2007 3 APPENDIX 2 Receipts and Payments Accounts 2023-2024 / Notes December 2007 4 APPENDIX 2 **SC** ## **Anna Burnett Trust** ## **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 £**| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| |**Total**
**2 Grants**||**-**||**-**|**-**|**-**|**-**||**-**| |||**reference**
**Unrestricted**
**funds**
**to nearest £**||**-**
**Restricted funds**
**to nearest £**|**-**|**-**|**reference**
**Total current**
**period**
**to nearest £**||**-**
**Total last**
**period**
**to nearest £**| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| |**Total**||**-**||**-**|||**-**||**-**| |||**-**||**-**|||**-**||**-**| ## **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 £**| |---|---|---|---|---|---|---|---|---|---| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| |**Total**||**-**||**-**|**-**|**-**|**-**||**-**| |||-||-|-|-|-||-| ## **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 £**| |---|---|---|---|---|---|---|---|---|---| ||||||||**-**|









|| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| |**Total**||**-**||**-**|**-**|**-**|**-**||**-**| |||-||-|-|-|-||-| Receipts and Payments Accounts 2023-2024Additional notes (1) December 2007 APPENDIX 2 ## **SC** ## **Additional analysis (2)** |**Receipts**
**5 Breakdown of unrestricted funds**|**Unrestricted**
**fund 1 - enter**
**name of fund**
**below**|**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||||||**-**|| |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**|**-**||**-**|**-**|**-**|**-**|**-**| |||||||cross ref error|| |Proceeds from sale of fixed assets||||||**-**|| |Proceeds from sale of investments||||||**-**|| |**_Sub total_**
**_Total receipts_**
**Payments**|**-**||**-**|**-**|**-**|**-**|**-**| ||**-**||**-**|**-**|**-**|**-**|**-**| |||||||cross ref error|| |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**|**-**||**-**|**-**|**-**|**-**|**-**| |||||||cross ref error|| |Purchases of fixed assets||||||**-**|| |Purchase of investments||||||**-**|| |**_Sub total_**
**_Total payments_**
**_Net receipts / (payments)_**
**Transfers to / (from) funds**
**_Surplus / (deficit) for year_**|**-**||**-**|**-**|**-**|**-**|**-**| |||||||-|| ||**-**||**-**|**-**|**-**|**-**|**-**| |||||||cross ref error|| ||**-**||**-**|**-**|**-**|**-**|**-**| ||||||||| |||||||**-**|| ||||||||| ||**-**||**-**|**-**|**-**|**-**|**-**| |||||||cross ref error|| |**Nature and purpose of funds**|||||||| ||||||||| Receipts and Payments Accounts 2023-2024Additional notes (2) December 2007 Independent examlnerfs rnport on the accounts R•port to IM tNits••lm•mb•rn of Anna Burnett Trust R•9*•red Charky SC 049648 numb•r On accoun￿ oft charltyforth& ￿110￿ P8rx)ll Jlart O•t• Pentsd end a•it S•t p• R•sp•th& r*¥ty'6 twetofra are resp0m￿O I￿theP￿ptra￿fi •flho orwJnt8 n acwrd•v Ih the 18mis of the Chart￿$ and Trustee Investrneni IScoJ8Th112LYJS Act•nd tpie Chants86 AcLX)Unts ISroU8n¢Jl RegulaDon5 2Cth la8 ￿OnI18a> The ¢hanty blJ$tees Ih&i th08udii requirom8ni ol R8guI8trDn 1(Hl} Idl of lh* Awunis Regulations (k¢s not apply. 11 Is my respon*bility 10 examine th¢ 4¢￿￿15 as requwed urxlor $8C*on 4dl11 Icl oflho Aci aTrJ to siaia whethw p*wi•rffl4tter5 haw come 10 my allent trn•t•u 4rxf •xathn•r 8a•l• ol1rKI•pth￿lnI My eXaMi￿tiOn 1$ e4ned (xrt in ￿L￿d￿nc? wth R8wLgtion 11 of ts 2(th Acrounts Rè9uIknON8 Ollhè &c￿nI￿9 re￿￿1$ kapl by lh• o)anty and a c￿pa￿S￿ of tha a¢￿uniS We￿￿ted wth recoros 11818¢ In&ude dgrgtson ol any unusual rtem6 L¥ d*dosur88 In thtr accA)unts and 8e*s8ytyan8bM8 rrTrn trust8e8 cx)n¢8ming any SLth m4ltw• Th• pYocfj¢)Jrn8 undertakan do not owde 811 the ewdenco In*woukJ re4ured ID 8n athjil and. omsequenuy. l ats not ewre68 an audkopinK¥) gi￿ by the accoums. Indyntt•nt•x&mln*# In thè tour5e ol rny examination. Th) maiierhas comg ￿ my •tt*tso which oNe$ mo r•ason8Ne ￿￿80 to bethè4• m•1 In wy malwwl r•8p•a the requi*ments 10 ke8p aixxxjnling rerords ￿ accordance wrth 8action 44111 {al of the 2(X)5 Act Ragu*lLOn 4 01 2￿$ Account8 Regul8tit¥u. and lo acwuni$ vthich accord with the actountsw r•ry)rd• 8Tr1 ¥Mth R8guklwM 9 01 1he2CQ6Ar￿unt5 RggulatsL b￿n met, D Slpr*d.' Nami.. R•lw•rt prof•islon41 qual111￿1￿)￿{J1 orbody lif •nyl-. AddTr•s.'