THE SIR JAMES AND LADY SCOTT TRUST

Registered charity 231324 · accounts filings on the Charity Commission register

Grant giving

Objects

CHARITABLE AND DESERVING OBJECTS AND PURPOSES INCLUDING PARTICULARLY THE PROVISION OF ASSISTANCE TO ALL OR ANY OF THE FORMER OR PRESENT SERVANTS OR DEPENDANTS OF THE SETTLOR OR OTHER PERSONS CONNECTED WITH HIM OR HIS FAMILY WHO MAY BE IN NECESSITIOUS CIRCUMSTANCES.

Area of benefit: NOT DEFINED IN PRACTICE THE BOLTON AREA.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · The Prevention Or Relief Of Poverty · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the Trust holds total unrestricted reserves of £650,221, with £77,562 classified as free reserves. The Trustees' stated policy is to allocate all available income for distribution and not to build up reserves, meaning the current free reserves are consistent with this intent rather than being held for a specific multi-year target. The Trust reports no material uncertainties regarding its ability to continue as a going concern.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Campaigns and political activity policy and procedures
• Complaints handling
• Complaints policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• Sir Christopher James Scott BTchair · trustee of 1 other charity
• MADELEINE MARY SCOTT · trustee of 4 other charities
• WILLIAM LAWRENCE GREENWELL SWAN · trustee of 15 other charities

Trustee list from the Charity Commission register (current, not historical).

Operates in: Bolton

Income and spending

Common questions