## **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** ||
|
|
|
|
|||
|
|
|
|
|||| |---|---|---|---| ||||| ||||| ||||| ||||| ||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **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**
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|| **2** ## **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| **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** **----- Start of picture text -----**
Signature(s)
OSCR will accept
digital or typed
signatures
Full name(s)
Position (e.g. Chair)
Trustee
Date
28/03/2025
**----- End of picture text -----**
**4** 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|Michael Beaton Foundation|Michael Beaton Foundation|Michael Beaton Foundation|||||**SC**052635|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** **----- Start of picture text -----**
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
**----- End of picture text -----**
2013-04-02 Copy of Trustees AR Ap2 excel.xls / Statement of balances 2 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 3 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 £**| |||||||**-**|| |||||||**-**|| |||||||**-**|| |||||||**-**|| |**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 £**| |||||||**-**|| |||||||**-**|| |||||||**-**|| |||||||**-**|| |||||||**-**|| |||||||**-**|| |||||||**-**|| |||||||**-**|| |**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 £**| |||||||**-**|| |||||||**-**|| |||||||**-**|| |||||||**-**|| |||||||**-**|| |||||||**-**|| |||||||**-**|| |||||||**-**|| |||||||**-**|| |||||||**-**|| |||||||**-**|| |**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|Year| ||||**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** ll