IONA HERITAGE TRUST for th• y•ar 4nd 3 l D•c•mkn 2024 Chwlty SCOI5192 mm•J & Co OBAN
R•port dth• Trustws Ststement D•lanc Not•s w th• accounts
•port tt• th• trust••8lm•mb•v% of lona H•rltat• Tntst on the acc of the tharlty &>r the year ended 31 D•c•mbv 2024 I rewrr cffj tre accowxs pay 2 to 6 Th chmty's truxees f¢$FSilk fw the prwition of acc(vts in acccrdarKe wlth th¢ tffTns of the Charitiej and Tntstee ki¥estment {sa)dd) 2005 kn aThl the CF4riti•s Acc(xwrt5 (Scotld> RewFations 2Cth. The trustees conskler tr¢ rwuirenhylt cl Rwlatlcf+ 10(l>(d) of the A¢c¢wrts ftr•A•¢KmJ doE> ncrt oppty. kls my rry1 w enmkne the ac(cn[S as requlred under sealon 44(11 (c) d the Att to 5ta lher m3rters ha¥• c(xM ry atrntlo Is of lThd•p•Thd•nt •xamln•e• stst•m•rt My wmIrAtn li out i) 4th Rwlatkyn I I cl th• Charitiei IScotLqnd) Rwktioni 2tyy•. kn •AY¥nlrbll)n lfidth a rekn d the acc<XmnI re<vth by the ehlrliy and a compli1Tr ol thè acc¢xrn w•sartod wth thL)5t retordk It akn IrthJe5 coneratIon unwual ItwThs CY dtsclo$4ru 4ks trorn the tneel corK•ml any iuth matterk The proc•dwu do not wlde all th• t•1 woukl be f•wlr•J kn In •udlt and. c<xwqu, l ¢Jo Trx &y•ss audlt opknk•n In the course <1 my txamlr4tM no mor f4$ ro my a(¢•th to kn•p acc0urrtl rKords kn acc(Ydance sectkn 44(1) (a) of 2005 and R¢8ulatlon 4 of the 21M R•8ylIoA and NOalk g of ts 21JX k(wit5 2. to T+thich. In my vpinN)ry attentw 5hE)ukJ bE drJwn in ordw to ernible 4 Fyoper Albany Chwnberj AlbY Stmet Oban D•t• 14 AprH 2015 Pag• I
Tn Por th• >w ond•d 3 l Dec•mbv 2014 Th• ¢rusw IAv• Flw• thw rep wlth the finaKial the year 31 Decer 2024. Ckw4ty Nam• lorn H•ritrp TTUSt SCOl5292 .The Old Mans¢ ISLE OF K)NA PA76 6SQ Trust• Ind¢pKkn¢ ExamkKr Simmers & C¢ tAny Ch*nbws Altrany Strn•t PA34 4AL Ststion Rthd PA>4 4LL
Trust••s' Annual R•port The tnJsL IAthIth li a reccenised chartry kn kntand rsLwatd nl•s oflti TruK Dead dated 17th May 1989. The ff4rAge ol the rntst Is the rewisllliy af th Tntstees ¥•ho ¥e 4lEcted and cwed Lmder thi twms Trwt 01. The windpal thl•ct of trusr to t¥•T>t a Flth Mvg•urn vthin the Clxrth M8¢. Iom th i ¥i&w to r•F4ir. r•Kyrtt• •rnl ff4rtain thii Thwe ha¥e l>•m no in ob5ectl¥e5 In th• yw. e under¢orA( i ynall early kn the fftr. Klt thop ard pnI the dpLiy. We 11>3 refrtthed and rarye offer. Thii trewlrtxl In an l¢Kro C(Jnstrualt)n ol the VAS cryletod In hr th• sffi¥Mr s¢asw Ind has pro¥vJ•d i uxful r•¥¢wJrre fw the runnry c4the Dwiry the year the ththry pnernted a $wpS of U069, Q013 - tjefior £10.620) all of whlth YAS unrestrk¢e4 resultky In ¢oul (ath reyes of £34.503. Q023 . £30.634), all W•St. Vle akn to contifyji to •xpnd th• ifr &knp. to yc the Go¢d 8ox ta in¢M d¢mrkn$. Th ilwn Is to re4wwe ¥Jfirty for us to be kn a p6bn to recrult i rnan4er Due to retlrtr))ertand dmntr Oldrc5Qnce w• lost 4 truttees kn 2024. will •Trdea¥r to r•crult more kn 2025. R•wv•i Polky There li not * r•Mry•s as sth IArt The Trust••s to tF4t thw• ar• funds tg m••t th•k wfflmltmenu for th¢ n¢xt ¥lx montt The Tru3te41 h•Ye jUtem vthlth lh¢ sthlwrt deoll to wxble m apw•thtl olthe traTrsK¢Ion5 cl the Herwt Centre dwlr¢ the Ib4ndat year. raspsIbl• k••pi prnper accounrtrq r•cords. r¥ue44 rnkn the flnwKlal pJddon ol th• H•riiat• Centre at th# th The Truswei r•sponslble lor gf¢D4rth the a5%rs al the Bumdlny and took reasryAblè to Frn•n¢ and detttt aff1 othr tyreylarJtl#. The misrees, IM1 rtpwt YAS 14 1 2015 •rAI on itrrt board L truscees b
Fov th• y•ar a•Ml•d 3 l D•r•mb•r 2024 Unr•Str RMtrlct¢d Y•v wHl•d Y•v •nd Fw Fund¥ 31112124 31112123 Grants re¢el¥ed 11.620 11.620 7.597 47,408 Grw wadlrq r•celpu 57,980 57,980 76.588 7&588 65.1x15 Fw J1112n4 31112llJ P•yrn•nts Gross trad1 pymenu 67.875 67.875 1,588 50.683 529 Sub Total 69.463 69,463 51.211 Paym•nts r•tstthi to ¥•t •nd Purcha cl I}x asx 3.256 3.256 24,414 Totsl payrn•nts T1719 71,719 75,625 l&JrplusllDekk for the year Trdnth betwe fvfids 3.869 3,669 (10,620) (D•ficitySurplus for the > 3.869 3.869 (10.620)
ION H•rltsz• Trwt Total 2024 Total Z023 Fund5 Funds Opthry (jsh It bank har#1 rplus tr the year 30.634 3.869 30,634 3.869 41,254 (10.620) CloJlr¢ cath at b¥& hTr 34.50) 34.503 30.634 Totsl 2024 T)tal 202J Fwdi Ind Cth bal•fvc•s Bank accoum •MI ¢th .SC$3 34503 3Q634 aoslnz cath it In hand 34.503 34.503 3Q634 Sl2n•d by the ¢n th• Pa8• S
Not¢s ¢0 th• accounts Y•w •thd 3 l D•c•thr 2024 . o(Accowbth8 These a¢c¢)un¢s Ikave been wyred on the Recelpts and 1$ In acwrthn with the awiries & 2. Naturn and purpo of Unres¢ric¢ed thknjs are thw nyay be used at dixretth of the trLmes kn ljrthvance of the ¢)blects of the dmrity. The tnmes maintaln a skn8le uwestrTc knd the thy4(y nfftnirq of the cknb. when funds aro rais for spaok purposes. The dub's Insurance TnNtu IndwThty Ins f(r al its trust. No other rttnwwdtlon YM fo the murees or comeaed perstsu thE yor P023: NITr. 4. Cort of Charltabl• actibi•s 2024 1023 3S.678 1&185 35.678 1&185 474 364 3.193 159 3,817 49 29.424 10.549 (425) (2731 1.581 431 Rent ind r4t Heat and Ilzht Garden ¢ts GpAwal expen 364 3.193 159 3.817 Waw clHr 45 1862 4852 Inswdn Curators. f Teleplv Cr•dlt (vd dw and othw mlts 3.043 3.043 597 597 678 i.on 67,875 07.875 50,683 FdI Fun 2024 2023 Indwndptht examln¢rfs fees 324 324 318 210 ProfessKThl serri 528 Pa88 6