REGISTERED CHARITY NUMBER: SC013795 Rtp•rt ofthe ••d Fthttttsi Sts¢ewe•t¥ lor tke Ytr E•dtd Jl D¢t¢mb¢r Z•15 FTItDds ofsummerkt Htrh4e Trn
Frl¢Dd8 of Summerke Herltie Trust Conttntj of tbe F1D•DCl Sl¥tetheats fot tbt yer tudtd JI Dttember 2025 Rt]K)rt oftheTrustets I to3 Independent ExiDe¢l ReKX)rt Stsiemcni of FtDanciBI Activiiie5 B11ce Shc Note5 to the Finwl11 Ststemems 7108 Delailed Statement of Financiil Aetiviii
Frlendi of Summerlte Heritxffe Trust Report of tbe Trtstsees for the year eKded JI D&rember 2•25 The Irustttgpreseni ¢heiT rwrt with the gatrmeNS of chty for tl yewewtsj 31 Ikcember 2025. FkRLNCEAND ADMINISTIL4TIVE DETAIIS Re8tstered Chmrlty nHmbtr SC0I3795 Ptln¢ip•l 8ddres5 Heritage Way C.04tbridgt ML5 IQD Tru5tctJ Gorthn Mxmillan Ilon. Pl&ni John Convtry ChaLTrr May M Convery Ire5i8ned 813r25} Sttrewy 'rrevor Rees Treasur Roderick D Ellis David Willey l•deptndtni XAthlxer Fiona Moriimer BA CA I Siuarion Park East Kilbride G744LA STRUCTURL C.OVERNANCK AND MANAGEMENT GoverDln8 documtDt The ¢harity was fomied on 21 April 1988 ahd 15 ststrrrncd by rowtitulion l•m¢nd¢d Mw¢h 20141. iil stat •nd Gw¢rn•¢t Fri¢nds of Summerl¢¢ >s 4 <haTithbk tDJsI. 11 has 4 trAXfd of Tne¢S who me¢¢ ftgululy responsible for the straie8i¢ dirtclion and pulicy ofthe charity. AE Ptr¥¢nt th¢ Brd 6 members. Rtsk mn•iemeut The ITus1tt5 hBY¢ a duly ¢0 thiify Tevicw the risk5 10 which tht charity i eXp)s and 10 eNwr¢ appropria controls are in place 10 provide rewnable aurance a8ain5r fr4ud uror. OWE]yEs AND ACTIVITIES Obltcllvtt ind Actlvltl The nbjerTive5 of Ihe chanry are 10 Prome public in*re# in Summ¢rk¢ Herithge Tftjii. to 5ummerlee in Ihe mAintènance, extension and djsplay of 115 colltctiot), lo help 4kvelop work olsunmerlee Ilenlage Injsi m the tields ot'educAlioty, leisure and to encourRg¢ Its a5 a cuhurdl centre aTrJ 10 obtstn financial suppKt frorn c¢ntrLI Wmt lo1 governn( educatiothil aUth0nts, chantsble tsu5ts. the IL1 blD8 community and the genml pJblK.
of Sllmmerlte Htrllage Trusi R¢port of tkne Trurttts Icollt'dl for the Ye eDded JI Derewber 2•15 Aetlvll The year s¢aned on a hopeful note in antKLpion th#1 NLC would be $cesSfUl in Teuuiiing appiinting )Me0r lo fill the workshop'Herits8e T¢chniCn. vacancy lthe Tole f(ynnerly held by Ta88ety uniil his reiirem¢ni).. th15 was ihe third ttme the job was advertised and asmte fronj supefvi$in8 and overseeing ¢nwne¢ring aciiviiie$ CAmed out by voluntecTS in the worksknp, specifjcally in reiAtioTh lo mainlcnarKe opt¥aiioth of th¢ stem fieeL a key dwy of th¢ pxt-IM>lder is thii of Re5poThsible Officcr for th¢ tramway. Th¢ ¢ramw&y is a si8ntfJcaDI QttrXtn I1 dtnws visiknts fxom •rw)d th¢¢c4Jnlry further afield: knwever. trAm Operatio bave b¢¢n 5uspellded since tale 202?. it)itsally due 10 an ¢i¢¢tr¢1 issu¢ whKh was T¢solveiL bui subs4uenily beclluse of there bein8 ILO R¢sponsibl¢ Officu. Tbu4 It Wa5 dis4)p)iniJn8 no suithbkc•ndMlaie$ •ppliedtr fdl the pst an& iThcorLwqucncq the tramway is unabk rcsum¢ op¢r4tiork Sn FebruHry. there was In m¢etin8 cohventtl 10 sttk Views, coThsi&r rfj>iiorth and look ai the 'w8y foTwird' for th¢ Friends.. Thr Monday work¥knp wi%up o#ly tonsists of • very sm•ll handfijl of ie8vlars. in pan thi5 duc to th¢ Fri¢nd5 b¢ing promot¢d by Volurtlter NL. The meeiing was anged in T¢cogniiion IhBi th¢ advon¢in8 y¢ars ofknjg serbin¥ membtr5 and wartitw ini¢r¢s1 i 8eiiin8 new peopl¢ in¥olved had w t¢ •thJT¢v¢d: this m¢¢tiD8 followrjl Én March by thc AGM. Th¢ op¢D¥n8 4ddrus &t the AGM rctCrecd the fallin¥ membefthip ar¥J thelitte m irbierest in Fr¢ends' aeiiviibes las eVi&n¢ by very low tUTll-ouiI.' Ihe remaining office beareT5 indicaied IW were smnding down and sttking re-eleciion. To facilitsie some cnntjnuity in the Short term. two ncw Tnlet5 were irved1•pptsIfid bul Ihe view of members Preseni WAS thaL in due tourge. li is likely Iht friends will be foallY dissolved. Due 10 ihe ongoing ¥A£Sy for workshop 'Herit&ge TechnKian' and extrThJed le4ve of 8nothu key rnemb¢r ofthe 511e team. no loiher than 4)me limitd ¢leanin8 lIShIn8) hLS bcen camed oui on SurnmeTlrt's slcam tlecl. namely steam Ir&clor 'TigBer'. th¢ Fowler TDa(kroll¢r or Fou¢r wtble ¢nwne. Simtl8rly. work on the eam IuThEh 'Firequeen' has been pawd. A$ such. the regu)8T Friends Workgr¢)up hv¢ giinf¥lly ¢mployd thaD5¢1%¢5 INI ¢rd oul VAfioLL% work5 10 Wist ih¢ sil¢ 5laff. notsbly ¢Inn% th¢ veB¢tslion on •wJ JTouDd tk iD the vicifiiiy of tht tr•m dw ifid mtfi¢. The Sl'EAM FAIR wtni •hed O¥¢f Ihe e¢ond weekend of Au8usI with m•Dy of the r¢Bur exhib¥[5 •tt¢nding ond havit)8 Ihcir engines in ¢am. albeii ofthe'Summed¢e Fl¢¢i' w¢r¢ in sie4m. Ow M ()r..T>sr.. w•$ p)lith¢d wp for th¢ ¢8510n and 5hunled ou151de for 51aiic display in suth5hille wh¢re. Bs ever. il wtts of8ttai Inte$1 Iht yOlJll8 nd Mi $0 yeuJ)g v j5jlOIS over the two dy& Ag yew>rted last year. it had been ne(ewry io sustrtnd ENGINE DRIVING TRAINING due w the unavailabiliiy of a Sulble instructor: dIp)I1ng$y. Ihai Fxisiiion hos Thoi ¢haThgyJ bui 15 somew1 a¢admJ£ sintt both 'TiwT: •Thd th¢ Fowler Toad-mll¢T non-r4)eralion•l. wrth nts imm¢di# pm5p¢d of r¢tyrning to S¢TV¢. Ther¢ ha5 becn no work cunryl wi on the FO%TF.R PORTABI.F. STF.AM F_NfilNF. at the Sawmill irml C05Tnetirally this 15 Iix)king rAiher forlorn: Is a Siailt exhibil it does draw some interest from visir$ there is fio mdicaiion ss 10 whi Ihe fufvre knldi forthis. OTHER NF.WS. NLC Dre developing plarLi a] funding 4ppl1caiiw for ¥ IT5ftl Project with in eslunated CO of up £8m thai will take up lo Ihree yearn to &liver.' Ik prop)sal devebp wne of the under-uillix parts of the twerJty-Ihree aere sjle, works thal were cnv15a8ed wha) the museum Ivas fusl sei up in thc 1980s. The tiamway WLII play a key prt itl transtffitng Vi%ilor5 lo thc pnip>5cA new facilitEe5 w there is lded irnFlus lo gel Ihis up xThJ nLnoJng a8ain. REST IN PkACk. Sadly. shortly [Of¢Chris•& OW-ChRia. Johnconvery. took ill wh¢)SPIll&¢d. ht rcmain¢d in hospitsl ¥Thiil his death in f¢bruary 2026 John was • tong s¢rytng Fos rn¢mb¢r. much 'hdI on. and ctyjld b¢ found 88ed up In hi5 overnlls itt Summ¢rl¢¢'¥ worksly we¢ks ri8ht up unDI thc wttk befor¢ k tool ill. k Ellis, Friends of Summeriee TnLqtee and Committee Member.
Friends of Sumokerle¢ Htrltsit Tru Rtport ol tbt Trustees (coul'd) for the yeaT JI Dtttmbtr 2•25 FINANCIAL REVIEW Vlntttlal Revkw & Rttervu P•bcy The bank bAlan¢e for the FrieTrJs of SmMerI¢¢ w•s in ¢reth"I for £8.045.73 in J)u8ry and ended the year with £7.838.99. a drop of £206.74. were 41 a vfry low level, brirt8inB in £36. with no netv memb¢rs jotnin8 during the yeu. Th¢ Lknwnlurn in m¢mbcrslup numbers eot)tinues gnd is refl¢cd ITh tb¢ lack of volunteoTS for ttivilJts whieh brou8hi in funds in the pasi. The FTI¢ndJW¢ Involv inor8ani5ih8&rdrnbmihgthesf¢ Weekend in AyguL ExpuLttStotsllins £530 were paidtoexhibitoix Ind this was reimburxdby Culwr¢ NL. wa$the £1( PAKI for compliahtt Iwi)rJ of ¢0lts1. The FrJer•ts eon11e5 m¢mb¢15hip of th¢ St¢thi Aorial) lanhual £361. £85 wa5 paid io John Conv¢ry for maTia1s rp4uirpJ for th¢ tr5tiOn ofthe 5tramboat 'Firequ¢en'. The Friend5 was awuded a grani of £5,0(K) in 2023 10 I1$t with thts wwk. The T1¢¢$ def ided 10 pla¢¢ whdi rcfflaId of this mort¢y 1£3,S82.931 in s¢p4ratr account, ri#8-fenced for work on the FA)at IFTiendsof Summerlee Accouni Bl. If WO on Fi9¢¢ E¢a5¢5 for 4ny r¢Ns0n. the bAlanre in thig act1 w¢wtd b¢ r¢ttlln to the authwiiy. A reor8Ani5EIHTrt> li the bank led ¢har8es ing kvxd on bu5ines5 accoun IAccounl A . £50.38 and Account B . £70 101. Previously no charges were pll. TheT¢ hds been some prosytss durr ihe yt4r ofper5uath.ng rnembe w take up fft ofolTi¢er$ #NJ mJ$¢& 11 is very much i case r)f 'w•ich ihis Sp¢.. Th&nks Ired lo the 5mxII number of members wl#) h•ve worked hard keep Socw runnift8. All funds unrestridal &Thl eAn be u1 the discTttiOD ofthe thJse The bc4rd wnsideT th4t tht e¢Ve5•r¢ fty th¢it in¥tidite puwes. Appry)Y by ord¢r of th¢ tx)•rd of tNst¢ex ort........ •nd $i8ned oh its bthaifby.. )t[l-) eri¢k D Ellis- Trus¢
IndepeDdeDt Exrniner'5 Rep t• tbt Trwttts of FrkDdb ofSumm¢rkt Tr1 I report on th¢ arrounts of thecharity for the ye4r eth Jl DeMb¢[202$ thith are 1 out cx pages 5 9. Respt¢tlvt respoDsibilitiu of t$t5 Ittd txmihtr The charity s trust¢¢$ are resw>nsible for the pr¢paRtion of the att(KdaDce with the Qrms of the Chrilics Ij Trustee Inve5tmcnl Scotlandl Act 21KI5 and the charit ACtnts IScoilaTrJl Rcguloiion5 20. The charity irusltts ronsidcr that the audii re4uiremeni of Regu]aiwM 1011 I {•) 10 Icl of th¢ Arcounts K¢gulation5 dots tkot apply. It ix my respDn51bility to examiThe the accounts as requw>J utKlcr stthoTh 4411 Ic} of Ihe Aci to sme whether Prticul8r mtters have come my It¢nlii>n Nisli of Indepettdetht txmlDtr'i lleMent My eXaMallOn 1$ Caled out in ctOTdan¢e wrth Re8ul¥tJon I l of the ch1nt5 Ac¢ouniS IScotLqNdl ReAulo1ions 26 las ameTJdedl. An examinaliott includes a rLiview of the accounti re¢{l$ kept by th¢ charily and o comparisoA of Ihe 8ccounis tffe5enied with ihose records. It A150 in£lude% ¢0ts8iderdiiors of Any unusual iierns ¢x dJscloswe5 in the acuwnts athd seeks explanaiions from the trusiees concerning any sueh mailers Th¢ procedur¢s undenakefi th pro¥Klc all the eviderc that would be rewired in an atsdbl. aThd consequenily l th rhii expres5 Bn audit opinion on the view given by tho Accoti. Ind¢pondeDt exmmlntr'i sttemt•t In the ¢ouyse of my ex•msrJ4tioTh. Do hs come to my atlcThrion which Bivcy rne reasonllblc to believe ihai in )y m•twwl r¢sp¢¢i the Tewir¢rnenty'. lo kt¢p a¢cfjuhiiii8 retordq in accdIn with Section 44111 (•) of the 2(K)S Ad aThl Regu1 4 ofthe21K)6 A¢couThts R¢gul4tlOn5 las amend¢dl. and lo prcpaTC acConts whith e0rd with Ihe •¢counim8 ¢omply wth R¢gulfyiion 8 of th¢ 2006 Ac¢i>ynts R¢gulwionJ lo5 mended) haw¢ noi been [l or lo which. in my opinion. aiicnli(Jn thwld in (du to ¢n•ble • u1thd18 of th¢ &¢ew#ix 10 be rtachtd. Fionq Moiiimer BA CA I Sluarton Park East Kilbrmle G74 4LA
Frltnds of Summerlet Herilage TTps1 SttemeDt of Financial Aclh4tlts for th¢ yet tttdtd 31 Dteembtr 2025 2025 Unrcstricknl filA Totsl fund5 N(des INCOMING RESOURCES In¢y)mlnE rtgoyrets from Fnerted ld% Volunthry incoTn¢ RESOLIRCES FXPENDED Chwrltible ¥tlwltlEs Charithhle aclivitLe5 Govern#Dte cost¥ 773 836 Tot1 expeoded 1173 930 NEI. INCOMINGIIOUTGOINGI RLSOURCES 12071 1202) RECONCILIATION FUNDS Total fundj bfought forw•r 8.046 8,248 TOTAL FUNDSCARRILD FORWARD CONTJT4UING OPERATIONS All incoming r¢50urc¢s and rtsourtts experthd •ris¢ frThn coniinuiD8 •cts"vitie5.
FrleDd$ of Summerkt Heritait Trust B•l•nc¢ Sh¢¢t Al Jl Dtttmber 201$ 2025 Unrethcted 2024 Total fwids CUAiRENT ASSETS Cash at bank 7.839 NET CURRENT ASSETS TOTAL A&S£TS LE&S CURRENT LIABJLITIES 7.839 ET ASSETS 8.046 FUNDS Unrellriaed fund5 7.839 8.046 TOI'AL blJf4DS 7.839 11.046 Thv fiNn¢ial $14t¢ments w¢tY •PPFo¥ed by th¢ Bo4rf of Tru*tts0D.. . •NJ were sign¢don its behalf by.. R(yJerick D EIIis-TTusiee T Rees-Trusitt
FrleDds gf Sllthtt1tt Htrltsge Trryjt N•¢ts to the FlnaDcknJ Stsiothettts for thtytaT ¢ud¢d JI Dttember 1015 ACCOUNTINC POLICIES Bails of prtprfng th¢ fiDaD£i•I slitmtDts T1¢ &ccounly have pTepar¢d on the Rcceipis aTrJ PayrrKnts b4Si5 in a¢coidnte with th¢ Ch4T¥ts¢s And Tte¢ InYe51mcnl IScoilaÈ)dl Ail 2(K)5 ar¥1 Ihe CharitlC5 AtcoUriL%IScIdndI Regujoiims 2(X)61&s aM¢ndl. Tx#i The charity is exerw from tsx ott its th.ble 11¥1& Fund •¢¢oullfln% UnTLsmcd funds cah be wed in accorthrKe wilh ttrbe ebariknble obitttive5 the dTrtIort ofthe tNses. R¢stricied futh c8nonly be for rArti¢u]ar reStrdp)tt tihfft Ihtobjects of thecharity. kerictioTh$ arise when specified by ihe donor Of when are Taiyed foi prtieulv T#ITlrtod purp05ts. TRUSTF.ES' REMVNERATION AND BENEFITS Thtre were no wustses, remynerthtioh or other benefits for the ye•t endtyj 31 December 2025 Jxr for th¢ yt*r tttded 31 Dccwnb¢r 2024. Trusi¢¢J' ¢xpens Ther¢ w¢r¢ no irustees, expenses PJKI for the y¢4rr 31 DeeLYnber 2025 nor for the year eryltyl 31 Detember 2024. MOVEMENT IN FUNDS Nd mDvem¢iii in f¥TrJ5 11112J AiJ1112QJ uDrerkIrd fnud¥ tientral fijnd 12071 7.839 TOTAL FUNDS X,046 207} 7.839 Nei mov¢mo)t irÈ fuTrJs. intluthd in the •bove art u follo.. Incomin8 restyJrr¢s Resource5 cxp¢n(kd MoveTneTh¢ i rur Unr¢strlcted luDds Gentrnl fd 006 18731 1207) TOTAL FLIYDS 8731 1071
Frfe•ds of Sumtherltt Htril¥8¢ Tru Notes to the Flttttelal Statnts- totstltt¥ed for tht ycar ettded 31 De¢emb¢r 1025 MOVEMENT Ili FUP4D$- ¢•ntiKued COmrItIVeS fthr thovenbrnl Net movemtnt 111124 Ai31112124 Uor¢itAeted F% GetsAI furtd 8.248 12021 8.040 TOTAL FUNDS 2021 CompETBiive ud tVeNt in fiJn& irKlud¢d in th¢ are as foib)ws: IrKomin8 ReU[c¢s exnded Movem¢nt in funds VnrEiirl¢ted luodi Cienerol fund 734 {9361 12021 TOTAL FVNDS 734 9361 202} A current yur 12 mfitlLq and prTh yar 12 nwnths rombllltil lI)ft is • foliow5'. Net movetnenl in fuTh15 Ai 111124 At3111212S Unrertrltted fuBdi Genergl fund TOTAL frUNDS 41>¥1 A ¢urreni year 12 TrKJmh¥ prior yeAr 12 n)rtths combiTh>J mov¢m¢nl in fuTh IrIed in the atove 8re as follows.. IT0ng rtsoknrces R¥¢ expenthd Movcmthi in funds Uknrrtfrltttd hnd• Genernl fund T(YfAL FUNDS I,8¢) 41PII
Frknds of Htrltagt Trust Detalled St8leuKul of Flttattd*l Aedvltlts for the year endrd 31 Dtttmbtr 2025 2025 2024 INCOMJNG RESOUItCES Voluntary Ineome Subscripiions rk>n81ion$ Culiure NL- 1Mb ¢osts 36 34 630 7(K> 734 Toial Inc•mlng rtwBrrtJ RESOURCES EXPENDED Chirtilble #tilvlt MLmbership ofSBA Projects Postage And $t#iiontry Sieam Weekend expen Bank ¢hBrge5 J6 ¥6 21x1 530 600 773 836 Govtrn•Dee colts Independent Exllmin&s fe¢ TO1 rtwcu expeDded 873 936 Net lexptodlturelllncomt 1021