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