## **APPENDIX 1** **Trustees’ Annual Report for the period** ~~a~~ Period start date Period end date ~~GG~~ Day Month Year Day Month Year From To 24 3 25 31 3 26 Office of the Scottish **Charity Regulator** ## **Reference and administration details** > **Charity name** The Michael Beaton Foundation The Michael Beaton Foundation **Other names charity is known by Registered charity number SC** 052635 052635 > **Charity’s principal address** 30 Bredisholm Drive, Baillieston 30 Bredisholm Drive, Baillieston > **Postcode** G69 7HZ ~~G69 7HZ~~ ## **Names of the charity trustees on date of approval of Trustees’ Annual Report** |Leah Beaton|||| |---|---|---|---| |~~S~~
~~KaenBeaton~~
CourtnayKeenan|||| |~~S~~
~~KaenBeaton~~
Karen Beaton|||| |~~S~~
~~KaenBeaton~~
Elaine Darling|||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| **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**||| ||N/A|| |||| ||Trustees have remained the same throuhout If a new trustee|| ||g.
was to be appointed this would be discussed amongst current
trustees and put to a vote. In the situation of an even vote,
Leah Beaton would make the final decision.|| |||| |**Objectives and activities**||| |**Charitable purposes**
**Summary of the main activities**
**in relation to these objects**||| ||The advancement of education the relief of those in need b|| ||, y
reaosn of age, ill-health, disability, financial hardship or other
disadvantage|| ||Holdin charit events to raise funds and educate|| ||y|| **2** **APPENDIX 1** ## **Achievements and performance** > **Summary of the main achievements of** There was a few charity runs and an ultra marathoon accross **the charity during the financial period** the desert in Africa ## **Financial review** |**Brief statement of the charity’s policy**
**on reserves**
**Details of any deficit**
**Donated facilities and services (if any)**|We aim to kee our reserves at around £100000 to ensure| |---|---| ||p ,.
that if we plan any events, we have money for deposits etc| ||None| ||| ||None| ||| **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)
OSCR will accept
digital or typed
signatures
Full name(s)
Courtnay Keenan
Position (e.g. Chair)
Trustee
Date
07/04/2026
**----- End of picture text -----**
**4** Enter SC No. below **SC** 052635 Enter charity name below The Michael Beaton Foundation ||||The Michael Beaton Foundation|The Michael Beaton Foundation|The Michael Beaton Foundation|The Michael Beaton Foundation|The Michael Beaton Foundation|The Michael Beaton Foundation|The Michael Beaton Foundation|The Michael Beaton Foundation|The Michael Beaton Foundation|The Michael Beaton Foundation|The Michael Beaton Foundation|The Michael Beaton Foundation|The Michael Beaton Foundation|The Michael Beaton Foundation|The Michael Beaton Foundation||||||**SC**
052635|052635| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| ||||**Receipts andpayments accounts**|||||||||||||||||||||| ||||||||Period start date|||||||||Period end date|Period end date|||||||| ||**For the period**
**from**|||Day
24|Day||Month
3||Month||Year
2025||**to**|Day
31||Month
3||||Year
2026||||| |**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|12971.21||||0||||||0|||0||||12971.21|||**-**||0|| |Legacies|0||||0||||||0|||0||||||0|**-**||0|| |Grants|0||||0||||||0|||0||||||0|**-**||0|| |Receipts from fundraisingactivities|0||||0||||||0|||0||||||0|**-**||0|| |Gross tradingreceipts|0||||0||||||0|||0||||||0|**-**||0|| |Income from investments other than
land and buildings|0||||0||||||0|||0||||||0|**-**||0|| |Rents from land & buildings|0||||0||||||0|||0||||||0|**-**||0|| |Gross receipts from other charitable
activities|0||||0||||||0|||0||||||0|**-**||0|| |||||||||||||||||||**-**|**-**|**-**|**-**|||| |**_A1 Sub total_**|**_A1 Sub total_**
12971.21|**-**||**-**|**-**
0|**-**|**-**||||0|**-**||**-**
0|**-**|**-**|||12971.21||**-**||**-**
0|**-**| |**A2 Receipts from asset &**||||||||||||||||||||||||| |**investment sales**||||||||||||||||||||||||| |Proceeds from sale of fixed assets
Proceeds from sale of investments
**_A2 Sub total_**
**-**
**-**
**-**
**_Total receipts_**
**-**
**-**
**-**
~~—~~
0
0
0
0
0
0
0
0
0
0
0
0||||||||||||||**-**
**-**
0
0
0
0|**-**
**-**|**-**
**-**||||0
0
0
0|**-**
**-**
**-**
**-**||**-**
**-**
0
0
0
0|**-**
**-**| |**A3 Payments**||||||||||||||||||||||||| |Expenses for fundraising activities|0||||0||||||0|||0||||||0|**-**||0|| |Gross trading payments|0||||0||||||0|||0||||||0|**-**||0|| |Investment management costs|0||||0||||||0|||0||||||0|**-**||0|| |Payments relating directly to charitable
activities|Payments relating directly to charitable
0||||0||||||0|||0||||||0|**-**||0|| |Grants and donations|2300||||0||||||0|||0||||2300|||**-**||0|| |Governance costs:|0||||0||||||0|||0||||||0|**-**||0|| |Audit / independent examination|0||||0||||||0|||0||||||0|**-**||0|| |Preparation of annual accounts|0||||0||||||0|||0||||||0|**-**||0|| |Legal costs|0||||0||||||0|||0||||||0|**-**||0|| |Other|Other
0||||0||||||0|||0||||||0|**-**||0|| |||||||||||||||||||**-**|**-**|**-**|**-**|||| |**_A3 Sub total_**|2300|**-**||**-**|**-**
0|**-**|**-**||||0|**-**||**-**
0|**-**|**-**|||2300||**-**||**-**
0|**-**| |**A4 Payments relating to asset and**||||||||||||||||||||||||| |**investment movements**||||||||||||||||||||||||| |Purchases of fixed assets
Purchase of investments
**_A4 Sub total_**
**-**
**-**
**-**
**_Total payments_**
**-**
**-**
**-**
~~——————~~
0
0
0
0
0
0
0
0
0
2300
0
0||||||||||||||**-**
**-**
0
0
0
0|**-**
**-**|**-**
**-**||||0
0
0
2300|**-**
**-**
**-**
**-**||**-**
**-**
0
0
0
0|**-**
**-**| |**_Net receipts / (payments)_**
**A5 Transfers to / (from) funds**
**_Surplus / (deficit) for year_**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
~~=——————~~
0
0
0
0
0
0
12971.21
0
0
0
12971.21
0
10671.21
0
0
0
10671.21
0|||||||||||||||||||||||| **SC** 052635 APPENDIX 2 ## **Section B Statement of balances** |**Categories**
**Signed by one or two trustees**
**on behalf of all the trustees**
**B5 Contingent liabilities**
**B4 Liabilities**
**B1 Cash funds**
**B2 Investments**
**B3 Other assets**|**Details**|**Unrestricted**
**funds**
**to nearest £**|**Restricted funds**
**to nearest £**
0
0|**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|5056.15
10681.21||0|0|**-**
5056.15|0| ||Surplus / (deficit) shown on receipts and
payments account|||0|0|**-**
10681.21|0| |||||||**-**|| |||||||**-**|| ||**Cash and bank balances at end of year**
(Agree balances with receipts and payments
account(s))
**Details**|**-**
15727.36|**-**|**-**|**-**|**-**
15727.36|**-**| |||-|
-|
-
**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 £**|**-**
0|
**-**
0| |||||||**Current value (if**
**available)**
**to nearest £**|**Last year**
**to nearest £**| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||**Details**|||**Total**
**-**
**Fund to which liability relates**
0|**-**
0|
**-**
0|
**-**
0| |||||||**Amount due**
**to nearest £**|**Last year**
**to nearest £**| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||**Details**|||**Total**
**Fund to which liability relates**||**-**
0|**-**
0| |||||||**Amount due**
**(estimate)**
**to nearest £**|**Last year**
**to nearest £**| ||||||||| ||||||||| ||||||||| ||**Signature***|||**Total**
**Print Name**||**-**
0|
**-**
0| ||||||||**Date of**
**approval**| |||||Courtnay Keenan|||07/04/2026| ||||||||| - _**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** 052635 ## **Section C Notes to the Accounts** > **C1 Nature and purpose of** We are a small charity that have had a few people do fundraising **funds** _(may be stated on analysis of funds worksheets)_ event for us this year. All incomings have been donated to people in need or kept for big event fundraiser we are doing in Oct 2026 |**C3a Trustee remuneration**
**C4a Trustee expenses**
**C3b Trustee remuneration -**
**details**
**C2 Grants**|**Type of activity or project supported**|**Type of activity or project supported**|**Individual /**
**institution**|**Number of grants**
**made**
**£**|**Number of grants**
**made**
**£**| |---|---|---|---|---|---| ||||||| ||||||| ||||||| ||||||| ||||||| |||||**Total**|**-**

0| ||||||| ||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|x| ||||||| |**C4b Trustee expenses -**
**details**||||**Number of**
**trustees**|**£**| ||||||| ||||||| ||||||| ||||||| ||||||| |**C6 Other information**
**C5 Transactions with trustees**
**and connected persons**|
**Nature of relationship**|**Nature of transaction**||**Transaction**
**amount (£)**
**Balance**
**outstanding at**
**period end (£)**|| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||**Number of**|**£**| |---|---|---|---|---|---|---| ||||||**trustees**|| |**C4b Trustee expenses -**||||||| |**details**||||||| |||||||| |||||||| |||||||| ||||||**Transaction**|**Balance**| ||||||**amount (£)**|**outstanding at**| ||**Nature of relationship**||**Nature of transaction**|||**period end (£)**| |**C5 Transactions with trustees**||||||| |**and connected persons**||||||| |||||||| |||||||| |||||||| |**C6 Other information**||||||| 2013-04-02 Copy of Trustees AR Ap2 excel.xls / Notes December 2007 3 APPENDIX 2 **SC** 052635 ## **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 £**| |||12971.21||0|0|0|**-**
0||0| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| |**Total**
**2 Grants**||**-**
12971.21||**-**
0|**-**
0|**-**
0|**-**
0||**-**| |||**-**
**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**||**-**
0||**-**
0|||**-**
0||**-**
0| |||**-**
**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**
0||**-**
0||**-**
0|**-**
0|**-**
0|**-**
0||**-**
0| |||||-
**Restricted funds**
**to nearest £**|-
**Expendable**
**endowment**
**funds**
**to nearest £**|-
**Permanent**
**endowment**
**funds**
**to nearest £**|-
**Total current**
**period**
**to nearest £**||-
**Total last period**
**to nearest £**| |||2300|||||**-**|









|| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| |**Total**||**-**
2300||**-**
0|**-**
0|**-**
0|**-**
0||**-**
0| |||-||-|-|-|-||-| 2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (1) December 2007 APPENDIX 2 > **SC** 052635 ## **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|2300|||||**-**
2300|| |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**|**-**
2300||**-**|**-**|**-**|**-**
2300|**-**| |||||||-|| |Proceeds from sale of fixed assets||||||**-**|| |Proceeds from sale of investments||||||**-**|| |**_Sub total_**
**_Total receipts_**
**Payments**|**-**
0||**-**
0|**-**
0|**-**
0|**-**
0|**-**
0| ||**-**
0||**-**
0|**-**
0|**-**
0|**-**
0|**-**
0| |||||||-|| |Expenses for fundraisingactivities||||||**-**|| |Gross trading payments||||||**-**|| |Investment management costs||||||**-**|| |Payments relatingdirectlyto charitable activities||||||**-**|| |Grants and donations|12971.21|||||**-**
12971.21|| |Governance costs:||||||**-**|| |Audit / independent examination||||||**-**|| |Preparation of annual accounts||||||**-**|| |Legal costs||||||**-**|| |||||||**-**|| |||||||**-**|| |**_Sub total_**
**Payments relating to asset and investment**
**movements**|**-**
12971.21||**-**
0|**-**
0|**-**
0|**-**
12971.21|**-**
0| |||||||-|| |Purchases of fixed assets||||||**-**|| |Purchase of investments||||||**-**|| |**_Sub total_**
**_Total payments_**
**_Net receipts / (payments)_**
**Transfers to / (from) funds**
**_Surplus / (deficit) for year_**|**-**
0||**-**
0|**-**
0|**-**
0|**-**
0|**-**
0| |||||||-|| ||**-**
12971.21||**-**
0|**-**
0|**-**
0|**-**
12971.21|**-**
0| |||||||-|| ||**-**
2300||**-**
0|**-**
0|**-**
0|**-**
2300|**-**
0| ||||||||| ||0||0|0|0|**-**
0|0| ||||||||| ||**-**
10671.21||**-**
0|**-**
0|**-**
0|**-**
10671.21|**-**
0| |||||||-|| |**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)** |**Receipts**
**6 Breakdown of restricted funds**|**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**|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0| ||||||-|| |Proceeds from sale of fixed assets|||||**-**|| |Proceeds from sale of investments|||||**-**|| |**_Sub total_**
**_Total receipts_**
**Payments**|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0| ||**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0| ||||||-|| |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**|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0| ||||||-|| |Purchases of fixed assets|||||**-**|| |Purchase of investments|||||**-**|| |**_Sub total_**
**_Total payments_**
**_Net receipts / (payments)_**
**Transfers to / (from) funds**
**_Surplus / (deficit) for year_**|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0| ||||||-|| ||**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0| ||||||-|| ||**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0| |||||||| ||0|0|0|0|**-**
0|0| |||||||| ||**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0| ||||||-|| |**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**|**s report on the accounts**
**V2**|**s report on the accounts**
**V2**|**s report on the accounts**
**V2**|**s report on the accounts**
**V2**|**s report on the accounts**
**V2**| |---|---|---|---|---|---|---| |**Report to the**|Charity name|||||| |**trustees/members of**||||||| |**Registered charity**|**SC**|||||| |**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**|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|does not apply. It is my responsibility to examine the accounts as required under section||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.||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|||||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.||the accounts.|||| |**Independent examiner’s**|In the course of my examination, no matter has come to my attention [other than that||||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|||||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|||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:**|||||| |**Name:**||||||| |**Relevant professional**||||||| |**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**