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2025-03-31-accounts

Charity registration number SC015534 (Scotland)

CULLIVOE PUBLIC HALL TRUST

ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2025

CULLIVOE PUBLIC HALL TRUST

LEGAL AND ADMINISTRATIVE INFORMATION

Charity registration

Scotland

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SC015534
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Independent examiner

Thyme Tax & Accountancy Ltd 36 Angusfield Avenue Aberdeen Aberdeenshire United Kingdom AB15 6AQ

CULLIVOE PUBLIC HALL TRUST

CONTENTS

Page
Trustees' report 1 - 2
Independent examiner's report 3
Statement of financial activities 4
Balance sheet 5
Notes to the financial statements 6 - 13

CULLIVOE PUBLIC HALL TRUST

TRUSTEES' REPORT

FOR THE YEAR ENDED 31 MARCH 2025

The Trustees' present their annual report and financial statements for the year ended 31 March 2025.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the Charity's governing document, the Charities and Trustee Investment (Scotland) Act 2005, the Charities Accounts (Scotland) Regulations 2006 (as amended) and "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)" (effective 1 January 2019).

Objectives and activities

The Hall runs different functions throughout the year from the Bar being open to the public every Friday to supper nights. The hall also has a major function in July every year, locally known as "Party at the Pier". The functions are generally for people of all ages and look to engage people of different ages and from different places. Some events are aimed more at a specific audience but most functions are open to every member of the public.

The Trustees' have paid due regard to guidance issued by the Charity Commission in deciding what activities the Charity should undertake.

Achievements and performance

The island of Yell is linked with a ferry to two neighbouring islands of Unst and Fetlar. We try to not have any functions on the same day/night as any of the other halls in Yell, Unst or Fetlar to try and encourage people to come from other islands.

We are quite often chosen to be a venue for the Folk Festival, Accordion and Fiddle Festival and if travelling artists need a venue outside of Lerwick.

Several events are held throughout the year in the hall which are organised by other groups. The Cullivoe Up-Helly-Aa weekend is a good example of this.

We also have an accommodation block built on to the hall. This was original built for travelling artists to stay as they could not get off the island when the ferries stopped running at half ten at night. This is now operated through the Cullivoe Hall Trading Company.

The main sources of income are donations. A range of donations are made throughout the year. The Cullivoe Hall Trading Company Limited donated a large amount to the Trust this year of which we are very grateful. We are equally grateful for all the donations we receive from the public throughout the year as this makes it possible to keep this venue available for use. This year we managed to get secure a grant from the Shetland Islands Council and NYDC to enable us to provide a warm space and free meals, every Tuesday through the Winter for people throughout the North Isles to encourage people back out in the community and to help with. The project was called “Keep Yell Warm” and has proved to be more successful than we ever envisaged with an average turnout of 67. This ran from November until March. We hope to continue this in the next financial year.

Financial review

It is the policy of the Charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six month’s expenditure. The Trustees' consider that reserves at this level will ensure that, in the event of a significant drop in funding, they will be able to continue the Charity’s current activities while consideration is given to ways in which additional funds may be raised. This level of reserves has been maintained throughout the year.

The balance held as unrestricted funds at 31 March 2025 was £117,538 of which £34,704 are regarded as free reserves, after allowing for funds tied up in tangible fixed assets and investments.

CULLIVOE PUBLIC HALL TRUST

TRUSTEES' REPORT (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2025

Plans for future periods

We hope to make some changes to our accommodation in the next year to turn the 4 bedrooms in to 4 ensuite rooms while moving the kitchen in to the large sitting room having it open plan. We hope work will start in October. We have welcomed back the bigger events like Up Helly Aa which is a brilliant event for the Community. With additional grant funding from NYDC we hope to carry on the “Keep Yell Warm” Tuesday lunches to the end of June then start up again in September.

Structure, governance and management

The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.

The Hall is run by a committee of volunteers which is elected at the AGM every year. Meetings are held at regular intervals or when an issue arises that requires the committee to meet. After a committee is elected then office bearers are elected from within the committee.

The Trustees' report was approved by the Board of Trustees'.

Trustee

24 December 2025

CULLIVOE PUBLIC HALL TRUST INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES, OF CULLIVOE PUBLIC HALL TRUST I report on the financial statements of the Charity for the year ended 31 March 2025, which are set out on pages 4 to 13. Respertive responsibilities of Trustees. and examiner The Charity's Trustees. are responsible for the preparation of the financial statements in accordance with the terms of the Charities and Trustee Investments Iscotlandl Act 2005 and the Charities Accounts (Scotlandl Regulations 2006. The charity's Trustees, consider that the audit requirement of Regulation Iollllal to Icl of the 2006 Accounts Regulations does not apply. It is my responsibility to examine the financial statements as required under section 44llllcl of the Act and to state whether particular matters have come to my attention. Bas1$ of Independent examlner's statement My examination is carried out in accordance with Regulation 11 of the Charities Accounts (Scotlandl Regulations 2006. An examination includes a review of the accounting records kept by the charity and a comparison of the financial statements presented with those records. It also includes consideration of any unusual items or disclosures in the financial statements. and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently I do not express an audit opinion on the view given by the financial statements. Indepéndent eMamln•r's st•t8m6nt Your attention is drawn to the fact that the charity has prepared financial statements in accordance with Accounting and reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021 in preference to the Accounting and Reporting by Charities.. Statement of Recommended Practice issued on l April 2005 which is referred to in the extant regulations but has now been withdrawn. l understand that this has been done in order for the financial statements to provide a true and fair view in accordance with Generally Accepted Accounting Practice effective for reporting periods beginning on or after l January 2015. In connection with my examination, no other matter except that referred to in the previous paragraph ha5 come to my attenlion.. lal which gives me reasonable cause to believe that in any material respect the requirements.. to keep accounting records in accordance with section 4411> lal of the 2￿5 Act and Regulation 4 of the 2(K16 Accounts Regulations,. and to prepare financial statements which accord with the accounting records and comply with Regulation 8 of the 2006 Accounts Regulations; have not been met or Ibl to which, in my opinion, attention should be drawn in order to enable a proper understanding of the financial statements to be reached. Thyme Tax & Accountancy Ltd 36 Angusfield Avenue Aberdeen Aberdeenshire ABIS 6AQ United Kingdom Dated- 24 December 2025

CULLIVOE PUBLIC HALL TRUST

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 31 MARCH 2025

Unrestricted Unrestricted
funds funds
2025 2024
Notes £ £
Income and endowments from:
Donations and legacies 3 106,723 30,321
Charitable activities 4 625 141
Other income 5 22 -
Total income 107,370 30,462
Expenditure on:
Charitable activities 6 49,087 49,583
Total expenditure 49,087 49,583
Net income/(expenditure) and movement in funds 58,283 (19,121)
Reconciliation of funds:
Fund balances at 1 April 2024 59,255 78,376
Fund balances at 31 March 2025 117,538 59,255

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

CULLIVOE PUBLIC HALL TRUST BALANCE SHEET ASAT31 MARCH 2025 2025 2024 Notes Fixed assets Intangible assets Tangible assets li 12 82,833 1,963 82,834 1,964 Current assets Debtors Cash at bank and in hand 13 31.915 17.275 33.357 27,749 49,190 114,4861 61,106 13,8151 Credltors: amounts f•lllni due wlthln one year 14 Net current a9￿tI 34,704 57,291 Totsl •$s¢t$ le$$ ¢urr¢nt Il•bllltl¢$ 117,538 59,255 The funds of the Charlty Unrestricted funds 15 117,538 59,255 117,538 59,255 The financial statements were approved by the Trustees, on 24 December 2025 Trustee

CULLIVOE PUBLIC HALL TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

1 Accounting policies

Charity information

Cullivoe Public Hall Trust is a unincorporated charity.

1.1 Basis of preparation

The financial statements have been prepared in accordance with the Charity's governing document, the Charities and Trustee Investment (Scotland) Act 2005, the Charities Accounts (Scotland) Regulations 2006, FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Charities SORP "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)". The Charity is a Public Benefit Entity as defined by FRS 102.

The Charity has taken advantage of the provisions in the SORP for charities not to prepare a statement of cash flows.

The financial statements are prepared in sterling, which is the functional currency of the Charity. Monetary amounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention, [modified to include the revaluation of freehold properties and to include investment properties and certain financial instruments at fair value]. The principal accounting policies adopted are set out below.

1.2 Going concern

At the time of approving the financial statements, the Trustees' have a reasonable expectation that the Charity has adequate resources to continue in operational existence for the foreseeable future. Thus the Trustees' continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3 Charitable funds

Unrestricted funds are available for use at the discretion of the Trustees' in furtherance of their charitable objectives.

Restricted funds are subject to specific conditions by donors or grantors as to how they may be used. The purposes and uses of the restricted funds are set out in the notes to the financial statements.

Endowment funds are subject to specific conditions by donors that the capital must be maintained by the Charity.

1.4 Income

Income is recognised when the Charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.

Cash donations are recognised on receipt. Other donations are recognised once the Charity has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

Legacies are recognised on receipt or otherwise if the Charity has been notified of an impending distribution, the amount is known, and receipt is expected. If the amount is not known, the legacy is treated as a contingent asset.

CULLIVOE PUBLIC HALL TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2025

1 Accounting policies

(Continued)

1.5 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement, and the amount of the obligation can be measured reliably.

Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges are allocated on the portion of the asset’s use.

1.6 Intangible fixed assets other than goodwill

Intangible assets acquired separately from a business are recognised at cost and are subsequently measured at cost less accumulated amortisation and accumulated impairment losses.

Intangible assets acquired on business combinations are recognised separately from goodwill at the acquisition date where it is probable that the expected future economic benefits that are attributable to the asset will flow to the entity and the fair value of the asset can be measured reliably; the intangible asset arises from contractual or other legal rights; and the intangible asset is separable from the entity.

Amortisation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Investment Not depreciated

1.7 Tangible fixed assets

Tangible fixed assets are initially measured at cost and subsequently measured at cost or valuation, net of depreciation and any impairment losses.

Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Leasehold improvements Enter depreciation rate via StatDB - cd99988 Plant and equipment at varying rates on reducing balance Fixtures and fittings 20% on reducing balance

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in the statement of financial activities.

1.8 Impairment of fixed assets

At each reporting end date, the Charity reviews the carrying amounts of its tangible and intangible assets to determine whether there is any indication that those assets have suffered an impairment loss. If any such indication exists, the recoverable amount of the asset is estimated in order to determine the extent of the impairment loss (if any).

1.9 Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

CULLIVOE PUBLIC HALL TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

1 Accounting policies

(Continued)

1.10 Financial instruments

The Charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the Charity's balance sheet when the Charity becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

Derecognition of financial liabilities

Financial liabilities are derecognised when the Charity’s contractual obligations expire or are discharged or cancelled.

1.11 Employee benefits

The cost of any unused holiday entitlement is recognised in the period in which the employee’s services are received.

Termination benefits are recognised immediately as an expense when the Charity is demonstrably committed to terminate the employment of an employee or to provide termination benefits.

2 Critical accounting estimates and judgements

In the application of the Charity’s accounting policies, the Trustees' are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.

CULLIVOE PUBLIC HALL TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2025

3 Income from donations and legacies

Unrestricted Unrestricted
funds funds
2025 2024
£ £
Donations and gifts 30,394 24,542
Grants 76,329 5,779
106,723 30,321
4 Income from charitable activities
Unrestricted Unrestricted
funds funds
2025 2024
£ £
Sale of goods 625 -
Other income - 141
625 141
5 Other income
Unrestricted Unrestricted
funds funds
2025 2024
£ £
Other income 22 -

CULLIVOE PUBLIC HALL TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2025

6 Expenditure on charitable activities

Direct costs
Depreciation and impairment
Purchases
Enter ac906 in database
Rates & water
Insurance
Light & heat
Telephone
Repairs & renewals
Cleaning
Licences
Subscriptions
Share of support and governance costs (see note 7)
Governance
Analysis by fund
Unrestricted funds
2025
£
3,078
19,258
2,210
538
3,173
14,641
643
2,825
1,468
326
-
48,160
927
49,087
49,087
2024
£
490
27,754
-
473
1,729
12,734
534
4,419
453
159
405
49,150
433
49,583
49,583

7 Support costs allocated to activities

Support costs allocated to activities
Governance costs
Governance costs comprise:
Legal and professional
Indpendent examiner
2025
£
927
2025
£
585
342
927
2024
£
433
2024
£
430
3
433

8 Trustees'

None of the Trustees' (or any persons connected with them) received any remuneration or benefits from the Charity during the year.

CULLIVOE PUBLIC HALL TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2025

9 Employees

The average monthly number of employees during the year was:
2025 2024
Number Number
Total - -
There were no employees whose annual remuneration was more than £60,000.
10 Taxation
The charity is exempt from taxation on its activities because all its income is applied for charitable purposes.

11 Intangible fixed assets

Intangible fixed assets
Investment
£
Cost
At 1 April 2024 and 31 March 2025 1
Amortisation and impairment
At 1 April 2024 and 31 March 2025 -
Carrying amount
At 31 March 2025 1
At 31 March 2024 1

CULLIVOE PUBLIC HALL TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2025

12
Tangible fixed assets
Leasehold
improvements
Plant and
equipment
£
£
Cost
At 1 April 2024
-
30,709
Additions
70,518
-
At 31 March 2025
70,518
30,709
Depreciation and impairment
At 1 April 2024
-
30,709
Depreciation charged in the year
-
-
At 31 March 2025
-
30,709
Carrying amount
At 31 March 2025
70,518
-
At 31 March 2024
-
-
13
Debtors
Amounts falling due within one year:
Trade debtors
Other debtors
Prepayments and accrued income
14
Creditors: amounts falling due within one year
Other creditors
Accruals and deferred income
Fixtures and
fittings
£
24,994
13,430
38,424
23,031
3,078
26,109
12,315
1,963
2025
£
906
10,299
20,710
31,915
2025
£
14,186
300
14,486
Total
£
55,703
83,948
139,651
53,740
3,078
56,818
82,833
1,963
2024
£
431
7,715
25,211
33,357
2024
£
3,515
300
3,815

CULLIVOE PUBLIC HALL TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

15 Unrestricted funds

The unrestricted funds of the charity comprise the unexpended balances of donations and grants which are not subject to specific conditions by donors and grantors as to how they may be used. These include designated funds which have been set aside out of unrestricted funds by the trustees for specific purposes.

At 1 April 2024 Incoming Resources At 31 March
resources expended 2025
£ £ £ £
General funds 59,255 107,370 (49,087) 117,538
Previous year: At 1 April 2023 Incoming Resources At 31 March
resources expended 2024
£ £ £ £
General funds 78,376 30,462 (49,583) 59,255

16 Related party transactions

There were no disclosable related party transactions during the year (2024 - none).