APPENDIX 1 Re oscr Period start date Period end date k•nth Day Year From 01 To 31 2024 OffiGe of the Scottish Charity Regulator Reference and administration details Charity name Other names charity 19 known by Registered eharlty numljer Charity's princlpal address STEWARTON AND DISTRICT HISTORICAL SOCIE SDHS, Stewarton Historical S(xiety SCIO 011194 STEWARTON & DISTRICT MUSEUM STEWARTON AREA CENTRE AVENUE STrE STEWARTON PostGode KA3 SAP Namos of the charlty trustees on date of approval of Trustees, Annual Report Trustees in place from 01109123 unless otheTh¥ise ted. Name of person lor body) entitled to appoint trustee Irf any) Members of the Society Trustee name Office (If any Date5 acted If not for whole year President Treasurer {UsualW at AGM) Secreiary- gave up Resigned from Committee role due lo illness February 2024 Resigned as Syllabus Se¢retary106102r24) Ixn remwned on Committee Secretary Took over as Seuetary * the sran of Decemb 2023 Codopted lo Committee Syllabus seclary 14J11123. Elected. and took over as Sytlabus Secrerary 06J02124 Elected to Committee ((W2r241 io li 14 15 16
APPENDIX I Reference and administration details Names of all other charity trustees durlng the perfod. If any, (for axample, th050 who Tesigned part way through the financial peri4xf) Name Dates acted rf not forwhola yr In Pla from 01109123 to 12102124 Structure, governance and management Typ& of govèrnlng document Constitution of Society Trustee recruitmenl and appoinlment Nomination and Appointment- mostly at AGM Objectlves and activities Charitable purposes To prc¥note and encourage general interest in the study and knowledge of history in the Distric( Parish and Town of Stewarton by obtaining and recording details of Stewarton and District past and present. collecting and preserving historical artefacts and exhibiting our collection to the public thereby providing advancement of education, communty development and heritage. Summary of the main activities in relation to these objeets Monthly speakerslpresentations to members, September to May inclusive plus at I&t one major annual outing to propertleslplaS of historic import and interest with additional small group Dutings. Local Museum open to the public for two hours daily Wednesday to Saturday plus by appointment particularty for overseas researchers and group visits.. Local, nalional and intemational genealogy research enquifies are reiVed and assistan provided relating to local connections within the Societys district. Liaison with local Primary Schools and Stewarton Academy for projects on local and historic interest. Regular articles of historic interest are presented on the society's webs5te and submissions made to local press. Periodically small themed exhibitions within the museum and at external locations.
APPENDIX 1 Achievements and performance bommary of the main achievements of the charity The year past was again a busy year for the Society with lectures being during the financial period well attended offering a wide range of speakers and subjects. The museum continues to eV0e with the introduction of a Local Associations display case which allows local organizations to display their memorabilia and the history of their organization, the show case is populated on a rota basis. The museum has also introduced various initiatives to enhance the sitor experience including red guide books for each display case and area providing a photograph and description of each of the items. This lows the visitor to look up the description criteria of the items without having to ask a guide for assistance although the guides are afvays on hand to assist. We also had a number of group visits from local schools which seemed to go down very well V4ith both teachers and pupils. This year we decided to take a stall at each of the Townsl Villages Gala Days from Dunlop. Fenwick. Stewarton and Kilmaurs to'spread the word" about the Historical Society and Museum with each Gala being extremety busy, as was our own Stand. The Society and Museum is entirely staffed by volunteers and we're indebted to them for giving of their time and effort to further the aims of both the Society and it's Museum, we are conts"nually seeking help in this regard. We continue to promote our events and lectures via our Facebook page 'Stewarton and District Museum" and are currently revamping our website which will now incorporate a donation button. It is s0 our intents'on to promote our Society and Museum via'museum Futures. which will give us a wider audience throughoirt Ayrshire. We also introduced a new logo this year which hopeftjlty will bring more attention to our online posts and our posters that a number of local shops kindly display. We are also delighted to report that we have been selected by Glasgow University to be ajlocated a mature student to assist us for a short period in the many aspects of running a provincial Museum and we look forward to her joining us.
APPENDIX I Financial review Brief statement of the charity's policy Total charity funds represent accumulated fijnds arising from on reserves past operating resutts. The Trustees are satisfied that the level held is sufficient to meet all anticipated liabilities. Museum is now located in a much larger Spa and at ground floor level meaning it is much more aSsIble. It is also more visible being adjacent to the local library. We have been surprised to find out how many people living in the area had no idea that there was such a thing as a local Museum. To improve the situation we have tsken stalls at local Gala days (4) and other local events in orderto bring the Museum to the attention of many more. We have also been using local social media as a regular means of advertising. Our considerably larger Museum (in excess of 3x) meant a continued increase in our costs for the year. Most of the costs related to dealing with the greater number of items which could be displayed. As an example, to accommodate that a large glass display cabinet (not new) was purchased along with a glass door and fittings to repair another cabinet. Dètails of any deficit In addition we decided to retain the previous museum room in order to have somewhere to store and sort out many items donated over a number of years. The items had been held, off stte. by members and friends as there just was no space in the smaller museum to deal with more than a few items at the time. Even then only very special items could be displayed, often meaning something else would be withdrawn to create the space. To help accommcxlate the items now, 5 tier heavy duty storage racking shelving was obtained. Donated fa¢iliti¢$ and servlces (rf any
APPENDIX 1 Other optional information Declaration e trustees doclare that they have approved the trusteeg, report above. Slgned on behalf ol the chatity's trustees Signaturo($l Full namels} Posltion (04. Chair Presldent Treasurer Dats }/ /J?itRcA 2ozf
OSCR annual return 2023-2024 STEWARTON AND DISTRICT HISTORICAL SOCIETY: SCIO SC 011194 Anniial staiemeni ol Finan¢ld Allalis l. Bink Reconclliation Period 1st Sepl 2023. 31si August 2024 In¢ome Yehr10 31,08.2024 Year lo 31.08.2023 Yeir to 31.08,2ti 3969.43 9g9.9J .L4Jf3.79 Yearto 31.06 20 BanCe a8 al 119123 eftl)er$ Subs and Mepling entry lees. Evenis and Ouiiiig5 useuin doiiaiiDllS box Person + Geneajooy dOnn&. useum ooods sales Savings Iiiteie51 9L4.IQ 165.$0 245.05 13L4L 51.C 26.45 767.50 691.00 109.50 731.ID 170,00 wlihd1awS .2618.03 Bdon¢e as al 3118124 3515.59 3969.43 2, Flxfrd asseis Acountlhg pollcy Total Income 1531SI 2469.19 C&piilise aiiy Iixed assets ,here eosi > EfJOD Yew lo 31,08.2024 Year 10 31.08,2023 3, Cuririil Assots endlture R8S cuiienc accounl Casli iii Hand Total 3515,59 468.3 3983.89 3969.43 29g.70 4269.13 Speaker leès ant5 subgcrip1ior Evenis & Ouliiig5 C05101 Aiea CenirelJohii Kiiox Hall. Museiim Reni Museum CDst5 16Q 4ZL 371 160 00 fj64 00 150,00 140.00 718.14 Fliianced by Openi¢19 Reserves. Gener SuipluslD¢ll¢lt +. for pcrlodlyoLV 629.95 4269.13 .2.24 470&6I -434.48 Oflic* Supplie51PiintlPcslage Insurance M15¢ell#Deous Web page 245.8Q 317.00 51.00 414,QO 479.54 179.99 Balance 3983.89 4269.13 Total Ex pnses 18L&75 29D3.67 Signed 011 behaw ol trus'.ees al a gEner eets9 on // /'Jr4iL L ri .lil Surplu$. Pervjd EndiryJ: &IIOW24 .285.24 31108123 .43I4B
APPENDIX 3 U5LR Scottish Chartty ReRulator Report to the trusteesl membars of ChGriy &ne Stewarton and District Historical Society SC011194 Reglstorgd charlty number Perlod slart dale Period end date Day Monih Day M(xrth 01 09 2023 30 08 2024 Sat out on pagas Itememberw kdtsde the p8Q¢ ufadthl4lshEPts> The chariws trustee5 are respo[ible fLYthe p¥eparation of the ac(xMJnts in a(rOrdan wth the terms of the Charriies and Truslce Investsnent (Scoyand) 2005 Arj and the Chities A[unIS {ScotL2ndl Regulations 2006. The charity trustees consider that the audtt requirefflent of Regulabon 10111 Id) of the Accounts Regu11)nS not appty. 11 is my reSIsibIlity to examine the accounts as required under section 44111 {c} of Act anrj to state whether partt(JJar matters have me Lo my attention. My examination is out in aoxirdanGe with Re9Ukti 11 of the Chariti8S Ac(x)unts (ScOnd) Regu1th"Or 2006. An examirwlion includes a review of the accountiry records kept by charity aThJ a comparison of the accounts present&J with those record5. It aso irUd&S considor3bon ol any unusual itents or dis¢Sosures In the accthnts and seeks explanatK>ns trom Ihe t[lee5 concerning any such mallers. The peduS uThJertak¢n do n(A provide the evidence that woukl be fequir8d in an audit aTKI. consequenuy. l (b not exF*ess an a¥Jit opinion on 1he accounts. In Ihe LyJurse of rny exami4ation. no matter has to my attenlion lotherthan that disclosed on the attxhed pa1 which gves rne rea5(b cause lo tefieve that in ary material respect the requirements.. to keep acccAJnling records in acClar with sedion 4411} {a) of the 2005 kt and Reguiaion 4 of the 20C6 Accwnts RWatiorLS, and to prepare ac(Unts vthich accord with thc ac(x)unting re¢ords and comply wth RgJulalEOll 9 of the 20[ Accounts Regulations responsibilities of trustees and exarniner Basis of independent exarniner'8 8tat8menl Independent examiner'5 Statement have not been met. or to which. in my opinion, atienlion shoukj be drawn in ordei to enable a proper undersianding of the acr(Kin15 to be reached. &gned: Date: 17 25 Relevant professional qualificatlon{sl or body lif any).. Address:
APPENDIX 3 Disclosure section on (x)mplete l the examiner ne9 to hKdhlKJht material problems. Give hern brief details of any items that the examlner wishes to disclose