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 sec￿lary 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 y￿r
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 propertleslpla￿S 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 re￿iVed 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 eV0￿e 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 a￿SsIble. 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
B￿anCe a8 al 119123
eftl)er$ Subs and Mepling entry lees.
Evenis and Ouiiiig5
useuin doiiaiiDllS box
Person￿ + Geneajooy dOn￿￿n&.
useum ooods sales
Savings Iiiteie51
9L4.IQ
165.$0
245.05
13L4L
51.C
26.45
767.50
691.00
109.50
731.ID
170,00
wlihd1aw￿S
.2618.03
Bdon¢e as al 3118124
3515.59
3969.43
2, Flxfrd asseis Acountlhg pollcy
Total Income
1531SI
2469.19
C&piilise aiiy Iixed assets ￿,here eosi > EfJOD
Yew lo
31,08.2024
Year 10
31.08,2023
3, Cuririil Assots
endlture
R8S cuiienc accounl
Casli iii Hand
Total
3515,59
468.3
3983.89
3969.43
29g.70
4269.13
Speaker leès ant5 subgcrip1ior
Evenis & Ouliiig5
C05101 Aiea CenirelJohii Kiiox Hall.
Museiim Reni
Museum CDst5
16Q
4ZL
371
160 00
fj64 00
150,00
140.00
718.14
Fliianced by
Openi¢19 Reserves. Gener
SuipluslD¢ll¢lt +. for pcrlodlyoLV
629.95
4269.13
.2￿.24
470&6I
-434.48
Oflic* Supplie51PiintlPcslage
Insurance
M15¢ell#Deous
Web page
245.8Q
317.00
51.00
414,QO
479.54
179.99
Balance
3983.89
4269.13
Total Ex
pnses
18L&75
29D3.67
Signed 011 behaw ol trus'.ees al a gEner￿ ￿eets￿9 on // /'Jr4iL L ri .lil
Surplu$. 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¢
ufadthl4￿￿lshEPts>
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 Ch*ities A[￿unIS {ScotL2ndl Regulations 2006. The charity trustees consider
that the audtt requirefflent of Regulabon 10111 Id) of the Accounts Regu￿11)nS not
appty. 11 is my reSI￿sibIlity 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 (ScO￿nd) 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 ir￿Ud&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 p￿edu￿S 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 pa￿1
which gves rne rea5(￿b￿ cause lo tefieve that in ary material respect the
requirements..
to keep acccAJnling records in acC￿lar￿ 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 ne￿9 to hKdhlKJht material problems.
Give hern brief details of
any items that the
examlner wishes to
disclose