2024-06-30-accounts

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APPENDIX 1

Trustees’ Annual Report for the period Period start date Period end date Day Month Year Day Month Year From To 1 4 23 22 3 25 Scottish Charity Regulator Office of the Scottish Charity Regulator

LT Reference and administration details

Charity name The Michael Beaton Foundation Other names charity is known by Registered charity number SC 052635 Charity’s principal address

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

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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 Trustees have remained the same throughout. If a new trustee was to be appointed this would be discussed amongst current trustees and put to a vote. In the situation of an even vote, would make the final decision N/A
	N/A
	Trustees have remained the same throughout. If a new trustee was to be appointed this would be discussed amongst current trustees and put to a vote. In the situation of an even vote, would make the final decision
Objectives and activities
Charitable purposes Summary of the main activities in relation to these objects Holding charity events to raise funds and educate The advancement of education, the relief of those in need by reason of age, ill-health, disability, financial hardship or other disadvantage
	The advancement of education, the relief of those in need by reason of age, ill-health, disability, financial hardship or other disadvantage
	Holding charity events to raise funds and educate

APPENDIX 1 Achievements and performance

Summary of the main achievements of the charity during the financial period	We carried out a sponsored walk in which we used just giving to donate the funds directly to SADS charity. We also had a charity ball in which we donated funds to two local charities that had been impacted by SADS in the local community.

Financial review

Brief statement of the charity’s policy on reserves Details of any deficit Donated facilities and services (if any)	We ain to keep our reserves at around £1000 to ensure that if we plan any events we have money for deposits etc.
	None
	None

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

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Signature(s)
OSCR will accept
digital or typed
signatures
Full name(s)
Position (e.g. Chair)
Trustee
Date
28/03/2025
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Enter SC No. below SC 052635

Enter charity name below

Michael Beaton Foundation

					Michael Beaton Foundation	Michael Beaton Foundation	Michael Beaton Foundation	Michael Beaton Foundation	Michael Beaton Foundation	Michael Beaton Foundation	Michael Beaton Foundation	Michael Beaton Foundation	Michael Beaton Foundation	Michael Beaton Foundation				SC052635	052635
					Receipts and			ts andpayments accounts
							Period start date							Period end date
			For the period from			Day 1	Month 4		Month	Year 2023		to	Day 22	Month 3		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 £
A1 Receipts
Donations			4645													4645	-
Legacies																	-
Grants			8568														-
Receipts from fundraisingactivities																8568	-
Gross tradingreceipts																	-
Income from investments other than
land and buildings																	-
Rents from land & buildings																	-
Gross receipts from other charitable
activities																	-
																	-
*A1 Sub total*	*A1 Sub total*	*A1 Sub total*	13213	-		0		-		0	-		0	-		13213	-	0	-	-
A2 Receipts from asset &
investment sales *Total receipts* Proceeds from sale of fixed assets Proceeds from sale of investments *A2 Sub total* 0 - 0 - 0 - 13213 - 0 - 0 - ~~a~~													0 0	- -		0 0	- - - -	0 0	- -
A3 Payments
Expenses for fundraising activities			5161.99	5161.99											5161.99		-
Gross trading payments																	-
Investment management costs																	-
Payments relating directly to charitable
activities																	-
Grants and donations			4000												4000		-
Governance costs:
																	-
Audit / independent examination			Audit / independent examination														-
Preparation of annual accounts			Preparation of annual accounts														-
Legal costs			Legal costs														-
Other			Other
																	-
																	-
*A3 Sub total*	*A3 Sub total*	*A3 Sub total*	9161.99	-		0		-		0	-		0	-	9161.99		-	0	-
A4 Payments relating to asset and
investment movements *Total payments* *Net receipts / (payments)* A5 Transfers to / (from) funds *Surplus / (deficit) for year* - - 0 - - 0 - Purchases of fixed assets Purchase of investments *A4 Sub total* 0 - 0 - 0 - 0 - 0 0 0 0 0 9161.99 - 0 - 0 - 0 - 0 - 0 - 4051.01 - 0 - 0 - 0 - 0 - 0 - 4051.01 - 0 - 0 - 0 - 0 - 0 - ~~—_=-———~~ ~~===———~~

SC[052635 ]

APPENDIX 2

Section B Statement of balances

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Unrestricted Expendable Permanent Total current
Categories Details funds Restricted funds endowment funds endowment funds period Total last period
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
B1 Cash funds Cash and bank balances at start of year
1605 1605 [- ]
Surplus / (deficit) shown on receipts and
payments account 4051.01 4051. [- ]
-
-
Cash and bank balances at end of year 5656 [- ] 0 - 0 - 0 - 5656 [- ]
(Agree balances with receipts and payments
account(s)) - - - - -
0 -
-
Fund to which asset belongs Market valuation Last year
Details
to nearest £ to nearest £
B2 Investments
Total 0 - 0 -
Current value (if
Details Fund to which asset belongs Cost (if available) available) Last year
to nearest £ to nearest £ to nearest £
B3 Other assets
Total 0 - 0 - 0 -
Details Fund to which liability relates Amount due Last year
to nearest £ to nearest £
B4 Liabilities
Total 0 - 0 -
Amount due
Details Fund to which liability relates (estimate) Last year
to nearest £ to nearest £
B5 Contingent liabilities
Total 0 - 0 -
Signed by one or two trustees Date of
on behalf of all the trustees Signature Print Name
approval
22/3/25
Please note - OSCR will accept digital or typed signatures
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2013-04-02 Copy of Trustees AR Ap2 excel.xls / Statement of balances

December 2007

APPENDIX 2

- SC 052635

Section C Notes to the Accounts

C1 Nature and purpose of We are a small charity that have had a few fund raising events this year. All funds (may be stated on analysis of funds worksheets) outgoings were for items we paid for these events such as venues, decorations and vendors. All incomings were donations, fundraising and ticket fees for events.

Individual / Number of grants £ Type of activity or project supported institution made C2 Grants Total 0 C3a Trustee remuneration 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) Number of £ trustees C4b Trustee expenses - details

C4b Trustee expenses - details C5 Transactions with trustees and connected persons C6 Other information			Nature of transaction	Nature of transaction	Number of £ trustees	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

APPENDIX 2

SC 052635

Additional analysis (1)

Analysis of receipts and payments

1 Donations

1Donations
	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 £
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2Grants Total	-	-	-	-	-	-
	- Unrestricted funds to nearest £	- Restricted funds to nearest £	-	-	- Total current period to nearest £	- Total last period to nearest £
					-
					-
					-
					-
Total 3Gross 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 £
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Total - 4Payments 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 £
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Total	-	-	-	-	-	-
		-	-	-	-	-

2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (1)

December 2007

APPENDIX 2

SC 052635

Additional analysis (2)

Additional analysis (2)
5Breakdown 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					-
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 052635

Additional analysis (3)

Additional analysis (3)
6Breakdown 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	ort on the accounts V2	ort on the accounts V2
Report to the		Charity name
trustees/members of
Registered charity	Registered charity	SC
number	number
On the accounts of the			Period start date Period end date
charity for the period			Day Month Year Day	Month
		to
Set out on pages			(remember to include the page numbers of additional sheets)

Respective responsibilities of trustees and examiner	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	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	to which, in my opinion, attention should be drawn in order to enable a proper
		understanding of the accounts to be reached.
Signed**		Date:
Name
Relevant professiona
qualification(s) or body	qualification(s) or body
(if any):
Address:

*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

APPENDIX 1

~~LT~~ Reference and administration details

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

Reference and administration details

APPENDIX 1

Achievements and performance

Financial review

APPENDIX 1

Other optional information

Declaration

Michael Beaton Foundation

Section B Statement of balances

Section C Notes to the Accounts

Additional analysis (1)

Analysis of receipts and payments

1 Donations

Additional analysis (2)

Additional analysis (3)

APPENDIX 3

APPENDIX 3

Disclosure section

LT Reference and administration details