APPENDIX 1 Trustoos, Annual Report for the p8rlod Period start date Period end date Morblh oscr,- Day Day Y8ai To January 31st Docembor Office of the Scottish Charity Regulator Reference and administration details Charity name other names charity is known by Registered charty number Charity's principal address Unst Heritage Trust SC 021371 Haroldswiek Unst Sheland Postcode ZE2 9ED Names of the charity trustees on date of approval of Trustees. Annual Report Trustee name Office {rf any) Dates acted if not for whole year lor body) entitled to appoint Inth (if any) Chair Vice Chair Treasurer 10 11 12 13 14 15 16 17 18 19 **APPENDIX 1** ## **Reference and administration details** **Names of all other charity trustees during the period, if any, (for example, those who resigned part way through the financial period)** |**Name**|**Name**|**Dates acted if not for whole year**| |---|---|---| |**None**||| |||| |||| |||| |**Structure, governance and management**||| |**Type of governing document**
**Trustee recruitment and appointment**||| ||Trust Deed|| ||Trustees are appointed for 5 years at an Annual general Meeting|| |||| |**Objectives and activities**||| |**Charitable purposes**
**Summary of the main activities**
**in relation to these objects**||| ||**(Your charity's purpose, according to the Scottish CharityRegister is)**
The Trustees shall hold the Trust Fund In Trust (a) for the advancement of educaton of
the general public, without distncton of sex or of politcal, religious or other opinions, by
provision of the Museum comprising such objects, specimens or collectons as may from
tme to tme beacquired in accordance with the provisions of the Deed("the Collecton"),
in respect of which there will be a strong presumpton against the subsequent disposal of
any specimen; (b) to provide for the protecton of the specimens comprised in the
Collecton from deterioraton, damage, loss, accidental destructon or unauthorised
disposal; (c) to form, establish and support and to aid inthe formaton, establishment and
support of any other charitable companies, insttutons, associatons, trusts or societes
formed for objects similar to the objects set out above.|| |||| **2** **APPENDIX 1** ## **Achievements and performance** |**Summary of the main achievements of**
**the charity during the financial period**|The Centres are open from the 1stMay untl the frst week of
October. The collectons are open to the public for this tme. The
Heritage Trust are involved in Shetland Wool Week events in
collaboraton with the main Museum in Lerwick. The Trust works
with the local school and voluntary groups as well. Volunteers run
workshops and Spinning and Knitng classes to train young and old
in traditonal Lace Knitng skills.
There were WW2 RAF presentaton boards which were added to the
display, these gifed to the Heritage Centre by Shetland Space Centre.
In total for the season, there were 47 groups of varying sizes and 6 cruise
ship visits.| |---|---| ||| |**Financial review**|| |**Brief statement of the charity’s policy**
**on reserves**
**Details of any deficit**
**Donated facilities and services (if any)**|| ||Any reserves used have to be agreed by the Trustees.| ||There was a deficit this year of £19,988. This was because the Trust did
not get a running costs grant from Shetland Amenity Trust which they
have had in previous years.| ||None| **3** ## **APPENDIX 1** ## **Other optional information** **Declaration The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees Signature(s) Full name(s) Position (e.g. Chair) Chair Date 10[th] March 2025** **4** APPENDIX 3 JLR Independent examine￿ s report on the accounts h a￿1111 R-gli￿v'. Reportto the Chorly Tram• trust••8hn*mb•r# ot Unst Harltago Trust SC021371 Reglsiered charity nurnber On ttte accI)u￿ts ofthe chority for tlw period Perloo *art date Pertod end date Year Y•ar JaTruary 2024 31 DeGember 1024 Sot out on pago4 ResrRctive The tharitys tnjstees are fesporEItAe Iorthe preparatioll of the ac£ounts In atrA)rdance responsib11rt￿4 of wlth the tenns of the Charities ard Trustee Inve51menl (Scollandl 2005 Acl and the Irusiees and examiner charit￿s AcrAJunls (Scotland) Regulations 20(￿. The charity INstees consiJerth8t1h& audrt requiremEnl of Regulation 10(1) Id} of Ihe A¢¢ounts Regulatkjns does not apply. 11 is my respoAsibilrty to examine Ihe actounts as wulred under Section 44{11 (G) of the Afl and Iij 5talE wheiher parlicular lTratte￿ have comtr to my attertiot). Basis of indepen(lent My eyArnination 15 c4rried OLrt in 8c¢ordance with Regulaiion 11 01 the Charrtie5 examlner's $￿TeMent Actounts Iscntland) R&3uktions 2006. An examinalion Incauaes a re￿&W oi the SI￿￿n11n9 recorus kept ty the u)afliy and a corryarlsoa of Ihe awounts prvberiled wlth thoso records. It also includes ￿ns￿leratIOn of any unus¥&l item? or di*do$ures in th? (thunts and seeks 2xpl8n8tk?n5 from Ihe trustees ¢oncerning any such mattefs. Thè procedures iindertakon do not plovile all the evKfence Ihat woukl be required ill an audit a￿. wn5eqUÈnt￿. I do not exp￿￿* an audit opinion on the accounts. Ind•p•rKknt oxamingrfs In Ih? cnufEe of my ex8minAtion. no matter has to my ottention loth•FlI￿ staternent whÈch gives me reasonable cause to belEve that in any material restecl Ihe requirements.. lo Keep awunting rewrds ni aCcOrd8n￿ with secaion 44(1) la) of Ihe 2005 Act and Regulation 4 of the 2CM)e Accounts RegulatK)ns, and to prepare sccounts whith 8ccordw¢th the ae(*>untiNJ rgcords and cnmply with Regulatton 9 of Ihe 2(X)6 Ac¢ounts R8gul8tK)ns have not been met. or In vthieh. wi my opinh)n. attenllnn.%n(MJkJ be drawn In order to enable a proper undeF51anding uf tIIL' dwouilts lo be reached. Slgnetj". Natne: Relevant professional qualifiGation(tsl or body Irf anyl- aoz5 5LrtI Addrns$: 'PIEa* deletè Iht trx4¢kets Illhey do llot appty IithÈv4tstdg do appls. sel out Ihw m•ffeT5whrh have cC￿e to yDurattontion on the rokbwirvJ pagg. APPENDIX 3 Disclosure section Only complete if the examiner needs to highlight matèri81 problems. Give here brief detai15 of any itèms that th• •xamlnerwlshes to dlsclose APPENDIX 3 OSCR Independent examiner's report on the accounts R¢porttoth• trusteeslmemb8rs of Unst Herftage Trust SC021371 R￿st•r•I ¢hgrlty numb8r (kn th• xcourts of the Charity forthe perlod Perlod st4rtt#¢ Perfo(l end date kknrth r*y Jlln￿ry 2024 31 Doce￿boT 2024 on pages Respective The Chartys tTu$ieesare re¥￿nSItI? forlhe wpparalign of the a(*A)unls In s￿rdan rtSPOnSibilrtft8 of wth the tern5 of the ciiarrtlÈS Tmstse th¥nstrtEnt Regulabons 2006. Thè d)ohty con5kleTthal the audrt rffjuiien*#t of ReguLglon 10111 Id> Of1heAr￿)ynts ReDuLqlk)ns d(E5 not 8ppty. 11 1$ ry responsi￿￿ toex8rninÉ the acthunts 8srequ¢wJ u￿je[S8O11Ory 4411) Icl Df thè ArA and to state byhether patsul4r cometo my 4ttent￿n. asly ol indepethnt MyexatTthatKJn iscarried oth in aGGQtdanu vlrfh Regulalknn 11 Ofthe Chofities ewirnr's 5tst¢moBt Accourrts ISccllaThYI Reoulalv)n$2008. An ex8min8tvJn indude5 • revigw of the 8ccouriiffj record5 kept by the chatily 8 (X)mp8r￿ft ofthe aruunts pre50rted wrfLh IhDse r&coras. n atso G0n5hJera￿o￿ ol any unu5U•I Mtms ordL5do3uresln thv ccourt5 5eek5 e4￿Ana11(an* It￿17 Ihe Itusteesconcèmino sny such mame￿. The prO￿d￿re5 UNIertak￿ do fjot txovk1e dl the eVKIen￿l￿al would bg required in 4n aud art, owuenlty. l thj exp￿5$ an ath11 opinicffl on the 8tcounts Inaepèn¢*rrtexamin•rs In the cx)urse of rTry exatrtnalot5. ITYS tA)m8 ID my attenlion IB&l•p&4 wl¥¢h gives reason8￿e ￿￿5810 I1￿ Iri 8ny matertal iespe(a the uir•ments' 10 keep accountry racotd5 n 8ccotdan¢e wKh SeCt￿n 44111181 of the 2005Ad and RwJulaiioTh 4 ofthe 2J06 AeL¥JuBts ReguLgtK)ftS, 8nd 10 prep8re attounts whKh ￿cOrd with Ihe a¢￿urt[W reeords ajd o)mWy with Regulation 9 ofthe ￿08A¢￿￿￿S R8ouLqlkJns hawe not ffld, oi 2. to which. In rny opinion, allention sbould be drgwn in orderio¢nat4e 8 proper Tr¥Lt•'. Name.. Rekvant professional qualliG*ion($l or boty lrfanyl: Addr•$•: o**etkewoMB Inihv bTr pl ¢om• bYwr•ll•￿tyn onthe Appendix 3 APPENDIX 3 Disclosure section Only t1)M￿&￿ rflh6 eXa￿￿ner needs to hiohlighl mqteridl w•￿¢m¥. Glve ￿re brfvldoialls of any itsms th•tlh• 4xxmFnèrwiAh•9 to dlKIDS• Page 2 Unst Heritage Trust SC021371 OSCR Recelpts and payments accounts Forthe period from Scottish Charty Regulator 2024 315t 2024 Section A Siatement of receipts and payments Vnre5trKted as Expendable endowmenl Tunds Permanent endowfflen¢ TUThOS Stri¢thd luDds Totsl rrent pettoa Totsl fund5 last pelloa new•M£ A1 R•c•ipts onalK)ns a.922 8,922 egaaes rants 20,9 eceyt5 frorn fU￿rai￿n ross Iming ￿¢typ Incorne trom Investrnents otherthan and and ￿1￿lingS en15 frotn land 8 bu1￿1 ross receipts frThn othe[Ch￿lab ctIW￿e5 acti￿￿e5 64A47 64147 61.67J A1 Sub total 6È,369 A2 R•c4ipts trom ass•t iThv•stm4nt sal•s )ceed5 ftDtn sale of fixed assets toceeos worn sale ￿ Invesbmen A2 Sub total Total rK8i 3A03 A? Payments xpensestsriundrai*rrfJ aai¥Mes ross t￿l￿g pay￿￿nts Inve5bnenl tnanagetnentC05ts payments roaUThJ oirttty 10 charrtab ctiwues rants and (knabons 23.226 23.226 9A23 65.131 65.131 49.231 ovemance ￿￿15. Audrtl i[wJe￿Jent examinatK) prepa￿On actwnts A3 Sub to 99,367 BB,357 S8&64 A4 Payments relating to asset and irbvesknent movements Uichases orfixed assets urcha5e of Invesltnents A4 Sub tota TOt￿payrnen IB.357 88,357 58>J4 Iletr¢c*pts/{paymerts 19.988 18.988 24M49 A5 Transftrsto I lfromlfunds SU￿1￿8 /{deficitJ foryea 24 SC021371 **----- Start of picture text -----**
Unst Heritage Trust SC021371
Section B Statement of balances
Categories Details Unrestricted funds Restricted funds Expendable endowmePermanent endowmTotal current period Total last period
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
B1 Cash funds Cash and bank balances at start of year 177,520 177,520 152,671
Surplus / (deficit) shown on receipts and payment -19,988 -19,988 24,849
0
0
Cash and bank balances at end of year 157,532 0 0 0 157,532 177,520
(Agree balances with receipts and payments account(s))
Details Fund to which asset belongs Market valuation Last year
to nearest £ to nearest £
B2 Investments
Total 0 0
Details Fund to which asset belongs Cost (if available) Current value (if avaLast year
to nearest £ to nearest £ to nearest £
B3 Other assets
Total 0 0 0
Details Fund to which liability relates Amount due Last year
to nearest £ to nearest £
B4 Liabilities
Total 0 0
Details Fund to which liability relates Amount due (estimaLast year
to nearest £ to nearest £
B5 Contingent liabilities
Total 0 0
Signed by one or two trustees on beSignature Print Name Date of approval
10th March 2025
**----- End of picture text -----**
2024 - UHT OSCR Accounts - signed Independent Examiners Report.ods / Statement of balances December 2007 4