## **APPENDIX 1** ## OSC **r** |**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**| |---|---|---|---|---|---|---|---| ||Period start date||||Period end date||| ||Day|Month|Year||Day|Month|Year| |From|
01|07|2023|To|
30|06|2024| Office of the Scottish **Charity Regulator** ## **Reference and administration details** **Charity name** Heart of the Traveller **Other names charity is known by Registered charity number Charity’s principal address** HOTT **SCO45416** **Names of the charity trustees on date of approval of Trustees’ Annual Report** |**1**
**2**
**3**
**4**
**5**
**6**
**7**
**8**
**9**
**10**
**11**
**12**
**13**
**14**
**15**
**16**
**17**
**18**
**19**
**20**|**Trustee name**|**Office (if any)**|**Dates acted if**
**not for whole year**|**Dates acted if**
**not for whole year**|**Name of person**
**(or body) entitled to**
**appoint trustee (if any)**| |---|---|---|---|---|---| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| **1** **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**| |---|---|---| |||| |||| |||| |||| |**Structure, governance and management**||| |||| |**Type of governing document**
**Trustee recruitment and appointment**||| ||Constitution of
Heart of the Travellers|| ||Trustee recruitment and appointment is by the Board|| |||| |**Objectives and activities**||| |**Charitable purposes**
**Summary of the main activities**
**in relation to these objects**||| ||The purpose of the charity is to highlight the positive aspects of Scottish
Travellers by recording their personal life stories therefore sharing the
diversity of the culture.|| ||Mainly we have to engage with several Travellers from different areas of
Scotland and allow them to speak of their own lifestyles and to discuss
what differences there was in their day, in relation to the present times.
Work, education, campsites and family units.|| **2** ## **APPENDIX 1** |**Achievements and performance**|**Achievements and performance**| |---|---| |**Summary of the main achievements of**
**the charity during the financial period**|| ||None during this period| ||| |**Financial review**|| |**Brief statement of the charity’s policy**
**on reserves**
**Details of any deficit**
**Donated facilities and services (if any)**|| ||To use remaining funds to create a memorial.| ||None| ||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)** Chairperson **Date** 24/04/2024 **4** APPENDIX 2 **SCO45416** **HEART of the TRAVELLER** ## **Section B Statement of balances** |**Categories**
**Signed by one or two trustees**
**on behalf of all the trustees**
**B3 Other assets**
**B5 Contingent liabilities**
**B4 Liabilities**
**B1 Cash funds**
**B2 Investments**|**Details**|**Unrestricted**
**funds**
**to nearest £**
**4,394**
**1,356)**
**(**|**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**||**Total current**
**period**
**to nearest £**|**Total last period**
**to nearest £**| |---|---|---|---|---|---|---|---|---|---| ||Cash and bank balances at start of year|||||||**4,394**|| ||Surplus / (deficit) shown on receipts and
payments account|||||||**1,356)**
**(**|| |||||||||**-**|| |||||||||**-**|| ||**Cash and bank balances at end of year**
(Agree balances with receipts and payments
account(s))
**Details**|**3,038**||**-**|**-**|||**3,038**|**-**| |||235,235|-|
-
**Fund to which**|
-
**asset belongs**||-|2,712
**arket valuation**
**to nearest £**|- 4,394| ||||||||**M**||**Last year**
**to nearest £**| ||||||||||| ||||||||||| ||||||||||| ||||||||||| ||||||||||| ||**Details**||**Fund to which**|**asset belongs**|**Total**
**Cost (if available)**
**to nearest £**|||**-**|
**-**| ||||||||**C**|**urrent value (if**
**available)**
**to nearest £**|**Last year**
**to nearest £**| ||||||||||| ||||||||||| ||||||||||| ||||||||||| ||||||||||| ||||||||||| ||||||||||| ||||||||||| ||||||||||| ||**Details**|||**Total**
**-**
**Fund to which liability relates**|**-**|||**-**|
**-**| |||||||||**Amount due**
**to nearest £**|**Last year**
**to nearest £**| ||||||||||| ||||||||||| ||||||||||| ||||||||||| ||||||||||| ||**Details**|||**Total**
**Fund to which liability relates**||||**-**|**-**| |||||||||**Amount due**
**(estimate)**
**to nearest £**|**Last year**
**to nearest £**| ||||||||||| ||||||||||| ||||||||||| ||**Signature**|||**Total**
**Print Name**||||**-**|
**-**| ||||||||||**Date of**
**approval**| ||||||||||24 April 2024| ||||||||||| OSCR Accounts / Statement of balances December 2007 1 ## **Examiner’s Report to the Trustees of ‘Heart of the Travellers Company** I report on the accounts of the charity for the year ended 30 June 2022 which are attached with this report. ## **Respective responsibilities of trustees and examiner** The charity’s trustees (who are also the directors of the company for the purposes of company law) are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended). The charity trustees consider that the audit requirement of Regulation 10(1) (a) to (c) of the 2006 Accounts Regulations does not apply. It is my responsibility to examine the accounts as required under section 44(1) (c) of the Act and to state whether particular matters have come to my attention. ## **Basis of independent examiner’s statement** My examination is carried out in accordance with Regulation 11 of the 2006 Accounts Regulations. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeks 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 accounts. ## **Independent examiner’s statement** In the course of my examination, no matter has come to my attention [other than disclosed below*] 1. which gives me reasonable cause to believe that in any material respect the requirements: - to keep accounting records in accordance with Section 44(1) (a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations - to prepare accounts which accord with the accounting records and comply with Regulation 8 of the 2006 Accounts Regulations have not been met, or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Date: 10/07/2024 s