APPENDIX 1 oscr Period start date m(lh Year 2024 Period end date Monlh From 31 To 31 2025 Office of the Scottish Charity Regulator Reference and administration details Charty name other names charity is known by Registered charity number Charity's principal address St Mary's Preserrfation Trust SC047688 The Head St Margaret's Hope South Ronaldsay Postcode KW17 2RN Names of the charity trustees on date of approval of Trustees. Annual Report Trustee name Office (if any) Dates acted if not for whole year 31st August 2017 3151 August 2017 31st August 2017 29th November 2022 (or body) entitled to appoint trustee (rf any) Chare Member Member Member Security 201h November 2023 10 11 12 13 14 15 16 17 18 19 20
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 Dates acted if not for whole year Structure, governance and management Type of goveming document The organlsatlon's govemlng document Is a slrole tler SCIO. The charlty was registered with OSCR on 31 St August 2017. Trustee recruitment and appointment Trustees are appointed and resign in line with the dauses within their goveming document. In the first year of operabon. all trustees wll resign and then are deemed to be elected en bloc. In subsequent years trustees appointed ben one AGM and another shall retire and of the remaining trustees, one third shall retire. Al may be Mppointed at the next Board meeting. Objectives and activities Charitable purposes The Trust aiffts to restore the hlstoric ex-parish church of St Marls at Burwlck. South Ronaldsay. disused since 1932, bought by the Trust from Church of Scotland with donatnS from the local communty. The 18th Century church occupies what is believed to be the oldest Christian site in Orkney and houses the 'Ladykirk Stone., a Pictish coronation stone believed to have been kept on this srte since at least medieval times. It also ams to develop the church as a cuttural and herrtage eentre for Ihe island of South Ronaldsay wtth artefacts. displays and interpretation relating to the hlstory of the church and its contents and the history. culture and natural environment of the local area" to provide a communty space for act'vthes such as concerts and talks; and to promote the study and conservaticffl of the natural heritsge of the parish. Summary of the main activities in relation to these objects 1. Intbally repair the fabric of the church. currently largely carried out with voluntary work partie5 from the communty" in the longer temi to develop a plan for major restoration 2. Initialty open the Church to the public for viewlng of the buildlng and artefacts including the Latykirk Stone: subsequently seek grant aid for rtrmodelling of interior design and more comprehenswe displays. 3. Use the space for fijnctions and events.
APPENDIX 1 Achievements and performance Summary of the main achievements of the charity during the financial period We fomed as a SMPT in 311AugusV2017 with oscer. With the aim to support kne restorati and preservation of St MarWs Church In the last year we have been working on the following tasks. Charley is to collect the guttering and paint with volunteers. builder to instal as soon as he has time reseNes are in place for this work. The grant application forcovid recovery from Orkney Islan Council was Successful obtained. In total £3(W of which 3(K) comes irbto the accounts next financial year. We also help with the sounds project which was run by Sheena Graham- George. Whis resulted in lots of local storeys being recorded. Events & nd rnlslng The fund raisin8 and events was very successful in this year. Wtth two events bein8 held Bonfire A community Bonfire was held which raised £350. This was a great event with the community coming together. L5 made soup and home bakes there was a raffle. and it was a good vent with over around 100 people attending. Fi•lds of tim• proj•ct We were successful in obtaining a covid recovery grant1£25(K)I forni Orkney Island council in 2024 financial year. This was for community enga8ement and recovery from covid. This amount of fundin8 was from the Herttage section of Orkney Island council. was commissioned to do this projert. The purpose of the project wa5 to engage locals in their community by recording field name5 in the local area of the church. There were also pictures taken of redundant hand farm tools and equipment. This was also to engage the farrning community into the project. The deliverable of this project was events which happened in this finantial year. On the back of this was commissioned to do an additional work which was to collate the field names iiiio a tapestry. This is on80inB. Financial review
Brief statement of the charity's policy The Trust is still in a good financial posttion because of fund-raising efforts on reserves in this and previous year, with available cash now stsnding at £10,716. This will enable urgent repairs to be undertaken. Reserves Policy The Trust is committed to holding sufficient fvnds to meel forthcoming commitrnents such as repair and insurance costs. The current improved siluation is sufficient at present. Plans for the future period The Trust will continue to cary out repairs and restorations. There is a healthy willingness to holed public event with the community to evolve them with this building. Details of any deficit There are rK) deficits as we have received more than we have paid out. Donated facilities and services (if any) Thanks must go to the inttial anonymous donots that donated the money for the purchase of the church. As well thanks must be given to the committee that have raised money over the last year. Finale to thank is all donations given to the church by visitr*s. 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 Signatuie(s) Full name(s) Position (e.g. Chair) Chair Date 3011212025
St Mary's Preservation Trust
Receipts and Payments Accounts
for the period ended 31st March 2025
Scottish Charity No: SC047688
St Mary's Preservation Trust Receipts and Payments for the year ended 31 March 2025
| Notes Receipts 6 Donations Grant 9 Events Fundraising Misc Transfer from cash ac to the bank ac 10 Total Receipts Payments 7 Insurance Governance costs 5, 7 Field of Time Project 9 Repairs to Church Total Payments Surplus/(Deficit) for year |
Unrestricted Funds Restricted Funds Total 2025 300.00 - 300.00 - 300.00 300.00 508.66 - 508.66 - - - - - - 14.94 - 14.94 823.60 300.00 1,108.66 - - - - - - - 2,500.00 2,500.00 - - - - - 0.00 2,500.00 2,500.00 823.60 (2,200.00) (1,391.34) |
Total 2024 210.00 2,700.00 1,580.60 - 959.35 5,449.95 - 885.58 - - - - 885.58 6,335.53 |
|---|---|---|
St Mary's Preservation Trust Statement of Balances year ended 31 March 2025
| Notes Movement in Funds Opening cash Bank Cash in hand 10 Bank plus cash in hand Surplus/(Deficit) for the year Closing cash at bank and in hand Closing cash Bank Cash in hand 10 Closing cash at bank and in hand Assets St Marys Church, Burwick 8 Liabilities |
Unrestricted Funds Restricted Funds Total 2025 9,371.04 2,736.00 12,092.10 - - 14.94 9,371.04 2,736.00 12,107.04 823.60 (2,200.00) (1,391.34) 10,194.64 536.00 10,715.70 10,194.64 536.00 10,715.70 - - - 10,194.64 536.00 10,715.70 5,000.00 5,000.00 - - - |
Total 2024 £8,642.73 14.94 8,657.67 3,449.37 12,107.04 12,107.04 14.94 12,092.10 5,000.00 - |
|---|---|---|
St Mary's Preservation Trust Notes to the accounts for the period ended 31st March 2025
1. Basis of accounting
These accounts have been prepared on the Receipts and Payments basis in
accordance with the Charities & Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended).
2. Trustee Remuneration and Related Party Transactions
There were no trustee remunerations during the period and no trustee had any personal interest in any contract or transaction entered into by the charity.
No trustees received reimbursed expenses during the period
3. Purpose of Funds
Unrestricted funds
Unrestricted funds are those that may be used at the discretion of the trustees in furtherance of the objects of the charity.
Restricted funds
The St Mary's Church funds are those received in order to purchase (including costs associated with purchase) and restore St Mary's Church, Burwick.
4. Banking
The Trust banks with Vergin money, Kirkwall branch.
5. Insurance
3rd party and building insurance is provided by NFU Mutual
| 6. 7. 9. 8. |
Analysis of Receipts Donations received. Comprising monthly payments (one individual), Kirk collection box, a donation from the Nicolson Family Sale of books/ Misc (The Peedie Cubby) Events held Grant donation for the coved recovery fund Analysis of Payments Insurance_(the payment for the insurance_ was made later in to 2025) Payments for the Field of Time Project (grant funded in 2023/2024 and 2024/2025 OIC covid recovery fund.) Assets St Mary's Church, Burwick Purchase value |
Unrestricted Funds 2025 Restricted Funds 2025 300.00 - - 523.60 - - 300.00 823.60 300.00 - - - 2,500.00 - 2,500.00 |
Total 2025 300.00 - 523.60 300.00 1,123.60 - 2,500.00 2,500.00 5,000.00 |
|---|---|---|---|
Transfer from cash account to the bank account. This was deposited into the bank account with the donations from 10. the bonfire on the 02-Dec-24
APPENDIX 3
’ Independent examiner s report on the accounts V2
Report to the St Mary’s Preservation Trust SCIO trustees/members of
| Report to the trustees/members of |
St Mary’s Preservation Trust SCIO |
|---|---|
| Registered charity | SC047688 |
| number | |
| On the accounts of the | Period start date Period end date |
| charity for the period | Day Month Year Day Month Year 1 04 2024 to 31 03 2025 |
| Set out on pages | (remember to include the page numbers of additional sheets) |
| Respective responsibilities of trustees and examiner |
The charity’s trustees are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) 2005 Act and the Charities Accounts (Scotland) Regulations 2006 (as amended). The charity trustees |
| consider that the audit requirement of Regulation 10(1) (d) of the 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 viewgiven bythe accounts. | |
| Independent examiner’s statement |
In the course of my examination, no matter has come to my attention 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, and • to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 2006 Accounts Regulations |
| Signed: | Date: 23/12/2025 |
| Name: | |
| Relevant professional qualification(s) or body (if any): |
|
| Address: | ~~ |
| ~~ | |
| ~~ |
*Please delete the words in the brackets if they do not apply. If the words do apply, set out those matters which have come to your attention on the following page.
APPENDIX 3 Disclosure section Only complete rf the examiner needs to highlight material problems. Give here brief details of any items that the examiner wishes to disclose