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¢$F￿Silk fw the prwition of acc(vts in acccrdarKe wlth th¢
tffTns of the Charitiej and Tntstee ki¥estment {sa)d￿d) 2005 kn aThl the CF4riti•s Acc(xwrt5
(Scotl￿d> 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 rry￿￿1￿ w enmkne the ac(c￿n[S
as requlred under sealon 44(11 (c) d the Att ￿ to 5ta* *l*her m3rters ha¥• c(xM
ry atr*ntlo
Is of lThd•p•Thd•nt •xamln•e• stst•m•rt
My wmIrAt￿n li out i) *4th Rwlatkyn I I cl th• Charitiei IScotLqnd)
Rwktioni 2tyy•. kn •AY¥nlrbll*)n lfidth a rekn d the acc<Xm￿nI re<vth by the ehlrliy
and a compli1￿Tr ol thè acc¢xrn w•sartod wth thL)5t retordk It akn IrthJe5 con￿￿eratIon
unwual ItwThs CY dtsclo$4ru *4ks trorn the tn￿eel corK•ml
any iuth matterk The proc•dwu do not wlde all th• t￿•1￿* woukl be
f•wlr•J kn In •udlt and. c<xwqu*, l ¢Jo Trx &y•ss ￿ audlt opknk•n
In the course <1 my txamlr4tM no m￿or f4$ 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•8ylI￿oA and
NO￿alk￿ 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
Alb￿Y 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 Dec*￿er 2024.
Ckw4ty Nam•
lorn H•ritrp TTUSt
SCOl5292
.The Old Mans¢
ISLE OF K)NA
PA76 6SQ
Trust•
Ind¢p*Kkn¢ 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 rewis*llliy af th Tntstees ¥•ho ¥e 4lEcted
and cwed Lmder thi twms Trwt 0*1.
The windpal thl•ct of trusr to t¥•T>t* a Flth Mvg•urn vthin the Clxrth M￿8¢. Iom
th i ¥i&w to r•F4ir. r•Kyrtt• •rnl ff4*rtain thii Thwe ha¥e l>•m no in ob5ectl¥e5
In th• yw.
e under¢orA( i ynall early kn the fftr. Klt thop ar*d ￿p￿￿nI the
d*pLiy. We 11>3 refrtthed and rarye offer. Thii trewlrtxl In an l¢Kro
C(Jnstrualt)n ol the VAS cry*letod In hr th• sffi¥Mr s¢asw Ind has pro¥vJ•d i
uxful r•¥¢wJrre fw the runn*ry c4the
Dwiry the year the ththry pnernted a $wp￿S of U069, Q013 - tjefior £10.620) all of whlth YAS
unrestrk¢e4 resultky In ¢oul (ath re*yes of £34.503. Q023 . £30.634), all W•St￿.
Vle akn to contifyji to •xpnd th• ifr &knp. to yc the Go¢d 8ox ta in¢M
d¢mrkn$. Th* ilwn Is to re4wwe ¥Jfi￿rty for us to be kn a p6*bn to recrult i rnan4er
Due to retlrtr))ertand dmntr Oldrc￿5Qnce 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. rasp￿sIbl• 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 aff*1 othr tyreylarJtl#.
The misrees, IM￿1 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 C*th 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• actib*i•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
F￿dI
Fun
2024
2023
Indwndptht examln¢rfs fees
324
324
318
210
ProfessKThl serri
528
Pa88 6