Charity Accounts Intelreading the accounts so you don’t have to

William A Cargill Charitable Trust

Scottish charity SC012076 · record on the Scottish Charity Register (OSCR) · accounts PDF

Latest income
£184k
Latest spending
£201k
Accounts read
FY2025

Financial health, per FY2025 accounts

The accounts state that unrestricted reserves stood at £1,076,324, with the Board of Trustees considering the current level of reserves to be sufficient given the lack of recurring annual expenditure. The charity reported a net decrease in unrestricted funds of £9,489 for the year, funded by investment income of £174,265 against total expenditure of £183,754. The trustees identified variability of investment returns as the major financial risk, which is mitigated by retaining expert investment managers and maintaining a diversified portfolio.

What the accounts disclose

Related-party transaction: Factorial fees paid to Miller Beckett & Jackson Limited, a company where trustees are directors and shareholders.
“VE Mitchell and A E Soutter are directors and shareholders in Miller Beckett & Jackson Limited. Factorial fees of £32,760 (2023: £36,504) were paid to this company.” — page 22
Per FY2025 accounts as filed with OSCR.
Register data and accounts from the Scottish Charity Regulator (OSCR), used under the Open Government Licence. Automated analysis; the filed accounts are authoritative.