## **APPENDIX 1** **Trustees’ Annual Report for the period** Period start date Period end date Day Month Year Day Month Year ~~a~~ From To 01 04 24 31 03 25 Office of the Scottish **Charity Regulator** ## **Reference and administration details** **Charity name** The Pilkington Trust The Pilkington Trust **Other names charity is known** N/A **by Registered charity number SC** 049666 049666 **Charity’s principal address** Achins, Reay, Caithness Achins, Reay, Caithness > **Postcode** KW14 7RL **Names of the charity trustees on date of approval of Trustees’ Annual Report** |~~©~~
~~YvonneMoris~~
Violet Blumfield|~~Seertay~~
Chair||| |---|---|---|---| |~~©~~
~~YvonneMoris~~
Yvonne Morris|~~Seertay~~
Secretary||| |~~©~~
~~Yvonne Moris~~
~~CarrollBuxton~~
~~Ps~~
Fiona Mackenzie|~~Seertay~~
~~Ps~~
Treasurer|~~20/02/25Ps~~
20/02/25|~~Ps~~| |~~CarrollBuxton~~
~~Ps~~
~~EileenSutherland~~
~~Po~~
Carroll Buxton|~~Ps~~
~~Po~~|~~20/02/25Ps~~
~~20/02/25Po~~
20/02/25|~~Ps~~
~~Po~~| |~~Carroll Buxton~~
~~Ps~~
~~EileenSutherland~~
~~Po~~
Eileen Sutherland|~~Ps~~
~~Po~~|~~20/02/25 Ps~~
~~20/02/25Po~~
20/02/25|~~Ps~~
~~Po~~| |~~Eileen Sutherland~~
~~Po~~|~~Po~~|~~20/02/25 Po~~|~~Po~~| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| **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**| |---|---|---| |David Sutherland||Resigned 20 Feb 2025| |||| |Mabel Mackenzie||Resigned 20 Feb 2025| |||| |Jessie Gall & Tony Willows||Resigned 20 Feb 2025| |||| |||| |**Structure, governance and management**||| |**Type of governing document**
**Trustee recruitment and appointment**||| ||Constitution|| |||| ||Members shall elect a manaement committee consistin of at|| ||g g
least a Chair, Secretary and Treasurer at the AGM. The
Management Committee shall retire at the AGM and be eligible
for re-election.|| |||| |**Objectives and activities**||| |**Charitable purposes**
**Summary of the main activities**
**in relation to these objects**||| ||To use the income received from the investments made by|| ||
Thomas and Catherine Pilkington and Alan and Winifred
Pilkington to benefit the community of Reay Parish. Use of
funds must be in furtherance of one or more of the following
charitable purposes from the Charities and Trustee Investment
(Scotland) Act 2005:|| ||* The advancement of citizenshi or communit develoment|| ||p y p
* The prevention or relief of poverty
* The promotion of religious or racial harmony
* The relief of those in need by reason of age, ill-health,
disability, financial hardship or other disadvantage|| **2** ## **APPENDIX 1** ## **Achievements and performance** |**Summary of the main achievements of**
**the charity during the financial period**|The charity has recruited new trustees and are working on a| |---|---| ||
way forward to manage the charity in the most effective way for
the benefit of the local community.| ||| |**Financial review**|| |**Brief statement of the charity’s policy**
**on reserves**
**Details of any deficit**
**Donated facilities and services (if any)**|| ||| ||The charity has limited expenditure and maintains a small
reserve of £500 in case of urgent need under items 2.2 and
2.4 of the constitution.| ||N/A| ||| ||N/A| ||| **3** **APPENDIX 1** ## **Other optional information** ## **Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** _**OSCR will accept digital or typed**_ V Blumfield F Mackenzie _**signatures**_ **Full name(s)** Violet Blumfield Fiona Mackenzie **Position (e.g. Chair)** ## Chair Treasurer **Date** 30/03/2026 30/03/2026 **4** Enter SC No. below **SC** 49666 Enter charity name below The Pilkington Trust ||||||The Pilkington Trust|The Pilkington Trust|The Pilkington Trust|The Pilkington Trust|The Pilkington Trust|The Pilkington Trust|The Pilkington Trust|The Pilkington Trust|The Pilkington Trust|The Pilkington Trust|The Pilkington Trust|The Pilkington Trust|The Pilkington Trust|The Pilkington Trust||||||**SC**
49666|49666| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| ||||||**Receipts andpayments accounts**||||||||||||||||||||| |||||||||Period start date|||||||||Period end date|Period end date|||||||| |||**For the period**
**from**||||Day
01|Day||Month
04||Month||Year
2024|**to**|Day
31||Month
05||||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||290||||||||||||||||||**-**
290||||284|| |Rents from land & buildings||||||||||||||||||||||**-**|||| |Gross receipts from other charitable|||||||||||||||||||||||||| |activities||||||||||||||||||||||**-**|||| ||||||||||||||||||||**-**|**-**|**-**|**-**|||| |**_A1 Sub total_**|**_A1 Sub total_**|290||**-**||**-**|**-**|**-**|**-**||||**-**||**-**|**-**|**-**||||290|**-**||**-**
284|**-**| |**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_**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
~~=——————~~
290
290
284||||||||||||||||||||||||| |APPENDIX 2|||||||**-**||**SC**
49666|**SC**
49666||| |---|---|---|---|---|---|---|---|---|---|---|---|---| |**Section B Statement of balances**
**Categories**
**Unrestricted**
**funds**
**Restricted funds**
**Expendable**
**endowment**
**funds**
**Permanent**
**endowment**
**funds**
**Total current**
**period**
**Total last period**
**to nearest £**
**to nearest £**
**to nearest £**
**to nearest £**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Details**
Surplus / (deficit) shown on receipts and
payments account
**B1 Cash funds**
**Cash and bank balances at end of year**
Cash and bank balances at start of year
_~~=======~~
1348
1348
1063
290
290
284
1638
1638
1347||||||||||||**Total last period**| ||(Agree balances with receipts and payments|||||||||||| ||account(s))||-|-|-|-|-
-
-|-|-|-|-|-| ||**Details**||||||**Fund to which asset belongs**||**Market valuation**||**Last year**|| ||||||||||**to nearest £**||**to nearest £**|| |**B2 Investments**|~~=~~
Alan & Winifred Pilkington of Achvarasdale - COIF
Thomas & Catherine Pilkington of Sandside Charity - COIF
Thomas & Catherine Pilkington of Sandside Charity - COIF||||||**Total**
**-**
**-**
~~Bee~~
5061
1511
3595
10167
5308
1585
3771
10664|||||**-**| ||**Details**||||**Fund to which asset belongs**||**Cost (if available)**
**Fund to which asset belongs**||**Current value (if**
**available)**||**Last year**|| ||||||||**to nearest £**||**to nearest £**||**to nearest £**|| |**B3 Other assets**|~~=~~|||**Total**
**-**
**-**
**-**
~~Be~~||||||||**-**| ||**Details**||||||**Fund to which liability relates**||**Amount due**||**Last year**|| ||||||||||**to nearest £**||**to nearest £**|| |**B4 Liabilities**|~~=~~||||||**Total**
**-**
**-**
~~Bae~~|||||| ||**Details**||||||**Fund to which liability relates**||**Amount due**
**(estimate)**||**Last year**|| ||||||||||**to nearest £**||**to nearest £**|| |**Signed by one or two trustees**
**on behalf of all the trustees**
**B5 Contingent liabilities**|**Signature***
V Blumfield||||||**Total**
**-**
**-**
**Date of**
**approval**
**Print Name**
~~——~~
Fiona Mackenzie
Violet Blumfield
30/03/2026
30/03/26|||||**-**| ***** _**Please note - OSCR will accept digital or typed signatures**_ 2013-04-02 Copy of Trustees AR Ap2 excel.xls / Statement of balances December 2007 2 APPENDIX 2 **SC** 49666 ## **Section C Notes to the Accounts** |**C3a Trustee remuneration**
**C4a Trustee expenses**
**C6 Other information**
**C5 Transactions with trustees**
**and connected persons**
**C3b Trustee remuneration -**
**details**
**C4b Trustee expenses -**
**details**
**C1 Nature and purpose of**
**funds**_(may be stated on_
_analysis of funds worksheets)_
**C2 Grants**|The income from investments are redistributed as per the charities
purposes.|The income from investments are redistributed as per the charities
purposes.|The income from investments are redistributed as per the charities
purposes.|The income from investments are redistributed as per the charities
purposes.|The income from investments are redistributed as per the charities
purposes.| |---|---|---|---|---|---| ||**Type of activity or project supported**||**Individual /**
**institution**|**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)||||
x| ||**Authority under which paid**||||**£**| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||If no expenses were paid to any charity trustee during the period then cross
(otherwise complete section 4b)|||this box|| |||**Nature of transaction**||**Number of**
**trustees**|**£**| ||||||| ||||||| ||||||| ||||||| ||||||| ||
**Nature of relationship**|||**Transaction**
**amount (£)**|**Balance**
**outstanding at**
**period end (£)**| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| 2013-04-02 Copy of Trustees AR Ap2 excel.xls / Notes December 2007 3 APPENDIX 2 **SC** 49666 ## **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**||**-**||**-**|**-**|**-**|**-**||**-**| |||**-**
**Unrestricted**
**to nearest £**
**funds**||**-**
**Restricted funds**
**to nearest £**|**-**|**-**|**-**
**Total current**
**to nearest £**
**period**||**-**
**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**
**-**
-
**Unrestricted**
**funds**
**to nearest £**
**4 Payments relating directly to charitable activities**||**-**||**-**|**-**|**-**|**-**||**-**| |||||-
**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**||**-**||**-**|**-**|**-**|**-**||**-**| |||-||-|-|-|-||-| 2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (1) December 2007 APPENDIX 2 **SC** 49666 ## **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||||||**-**|| |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**|||||||| ||||||||| 2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (2) December 2007 APPENDIX 2 **SC** 49666 ## **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**||||||| |||||||| 2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (3) December 2007 ## **APPENDIX 3** ||**Independent examiner’s report on the accounts**
**V2**| |---|---| |**Report to the**
**trustees/members of**|Charity name
The Pilkington Trust| |**Registered charity**
**number**|**SC**
49666| |**On the accounts of the**|Period start date
Period end date| |**charity for the period**|Day
Month
Year
Day
Month
Year| ||**to**
01
04
2024
31
03
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**|In the course of my examination, no matter has come to my attention [other than that| |**statement**|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:**
C F McDonogh
30th March 2026| |**Name:**|Colin F McDonogh| |**Relevant professional**|| |**qualification(s) or body**|| |**(if any):**|| |**Address:**|The Shieling| ||Tongue| ||by Lairg| ||Sutherland, IV27 4XJ| *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** ## **Disclosure section** Only complete if the examiner needs to highlight material problems. **Give here brief details of any items that the examiner wishes to disclose**