## **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||||To||||
|||16th|08|2023||16th|08|2024|
Office of the Scottish **Charity Regulator**
## **Reference and administration details**
**Charity name** The United Borderlands Historic Trust **Other names charity is known by** none **Registered charity number SC** 049536 **Charity’s principal address**
**Names of the charity trustees on date of approval of Trustees’ Annual Report**
**Dates acted if Trustee name Office (if any) not for whole year 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20**
**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 Dates acted if not for whole year** none **Structure, governance and management Type of governing document** The United Borderlands Historic Trust Charity is a Scottish Charitable Incorporated Organisation (SCIO). Governed by its Constitution **Trustee recruitment and appointment Objectives and activities Charitable purposes** The Main purposes of the Trust remains to advance the Arts, Heritage, Culture, Science and Education for the Communities and Visitors to the Anglo- Scottish Borders. **Summary of the main activities in relation to these objects** see achievements and performance below
**2**
## **APPENDIX 1**
## **Achievements and performance**
**----- Start of picture text -----**
Summary of the main achievements of
the charity during the financial period
Financially the Trust has been dormant throughout this period, with no financial activity.
The Trust has continued to raise the profile of the History and Culture and Heritage of the Border Reiving territory,
included in the landscape of the geological formation known as and the Teviothead Volcanic Complex,in the Scottish Borders,
continueing in its aim to get protected or National Park Status for the region.
**----- End of picture text -----**
## **Financial review**
**----- Start of picture text -----**
Brief statement of the charity’s policy
on reserves
The charity has no reserves at present
Details of any deficit
The charity has no deficit
Donated facilities and services (if any)
none
**----- End of picture text -----**
**3**
## **APPENDIX 1**
## **Other optional information**
**----- Start of picture text -----**
none
**----- End of picture text -----**
## **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)** Director **Date** 6th May 2025
**4**
Enter SC No. below
Enter charity name below
**SC**
|||||||||||||||||||||**SC**||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||||**Receipts andpayments accounts**||||||||||||||||||
|||||||Period start date||||||Period end date|Period end date|||||||||
|||**For the period**
**from**|||Day
16th|Day
Month
08||Month||Year
2023|**to**|Day
Month
16th
08|||||Year
2024|||||
|**Section A Statement of receipts and payments**||||||||||||||||||||||
|||**Unrestricted**
**funds**|||**Restricted**
**funds**|||**Expendable**
**endowment**
**funds**||||**Permanent**
**endowment**
**funds**||**Total funds**
**current period**||||||**Total funds last**
**period**|**Total funds last**|
|||**to nearest £**|||**to nearest £**|**to nearest £**||**to nearest £**||||**to nearest £**||**to nearest £**||**to nearest £**||**to nearest £**||**to nearest £**|**to nearest £**|
|**A1 Receipts**
Donations
Legacies||00||||0
0||||~~0~~
0||00||||0|0|**-**
**-**||0
0||
|Grants||0||||0||||0||0||||0||**-**||0||
|Receipts from fundraisingactivities||0||||0||||0||0||||0||**-**||~~0~~||
|Gross tradingreceipts||0||||0||||0||0||||0||**-**||0||
|Income from investments other than
land and buildings||0||||0||||0||0||||0||**-**||0||
|Rents from land & buildings
Gross receipts from other charitable
activities||0
0||||0
0||||0
0||0
0||||0
0||**-**
**-**||0
0||
|||0||||0||||0||0||**-**|**-**|**-**
0|**-**|**-**||0||
|**_A1 Sub total_**|**_A1 Sub total_**|0|**-**||**-**
0|**-**||0||**-**||**-**
0||0||||**-**||**-**
0|**-**|
|**A2 Receipts from asset &**||||||||||||||||||||||
|**investment sales**||||||||||||||||||||||
|Proceeds from sale of fixed assets
Proceeds from sale of investments
**_A2 Sub total_**
**-**
**-**
**-**
**_Total receipts_**
**-**
**-**
**-**
0
0
0
0
0
0
0
0
0
0
~~0~~
0
0
~~—~~||||||||||||**-**
**-**
0
0
~~0~~
0||0|0
0
0|||**-**
**-**
**-**
**-**||**-**
**-**
0
0
0
0|**-**
**-**|
|**A3 Payments**||||||||||||||||||||||
|Expenses for fundraising activities||0||||0||||0||0||||0||**-**||0||
|Gross trading payments||0||||0||||0||0||||0||**-**||0||
|Investment management costs||0||||0||||0||0||||0||**-**||0||
|Payments relating directly to charitable
activities|Payments relating directly to charitable|0||||0||||0||0||||0||**-**||0||
|Grants and donations||0||||0||||0||0||||0||**-**||0||
|Governance costs:
Audit / independent examination||0
0||||0
0||||0
0||0
~~0~~||||0
0||**-**
**-**||0
0||
|Preparation of annual accounts
Legal costs
Other|Other|Other
0~~0~~
0
0||||~~0~~
0~~0~~
0||||0~~0~~
0
0||~~0~~0
0
~~0~~||**-**|**-**|**-**
~~0~~
0
~~0~~
0||**-**
**-**
**-**
**-**||~~0~~
~~0~~
00||
|**_A3 Sub total_**||0|**-**||**-**
0|**-**||||**-**
0||**-**
0||0||||**-**||**-**
0|**-**|
|**A4 Payments relating to asset and**||||||||||||||||||||||
|**investment movements**||||||||||||||||||||||
|Purchases of fixed assets
**-**
Purchase of investments
**-**
**_A4 Sub total_**
**-**
**-**
**-**
**-**
**-**
**-**
**_Total payments_**
**-**
**-**
**-**
**-**
**-**
**-**
0
0
0
0
0
0
0
0
0
0
0
0
~~0~~
0
0
0
0
~~0~~
~~0~~
0
0
~~0~~
0
0
~~SSSSS~~||||||||||||||||||||||
|**_Net receipts / (payments)_**
**A5 Transfers to / (from) funds**
**_Surplus / (deficit) for year_**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
~~=——————~~|||||||||||||||||||||
APPENDIX 2
**SC**
## **Section B Statement of balances**
|**Categories**
**Signed by one or two trustees**
**on behalf of all the trustees**
**B5 Contingent liabilities**
**B4 Liabilities**
**B1 Cash funds**
**B2 Investments**
**B3 Other assets**|**Details**|**Unrestricted**
**funds**
**to nearest £**
0
0
0
0|**Restricted funds**
**to nearest £**
0
0
0
0|**Expendable**
**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|||0|0|**-**
0|0|
||Surplus / (deficit) shown on receipts and
payments account|||0|0|**-**
0|0|
|||||0|0|**-**
0|0|
|||||0|0|**-**
0|0|
||**Cash and bank balances at end of year**
(Agree balances with receipts and payments
account(s))
**Details**|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|
|||-
0|
-
0|
-
**Fund to which**
0|
-
0|
-
0|
-
0|
||||||**asset belongs**|**Market valuation**
**to nearest £**|**Last year**
**to nearest £**|
|||||||||
|||||||||
||~~none~~|||||||
|||||||||
||||||0|||
||**Details**||**Fund to which**|**asset belongs**|**Total**
**Cost (if available)**
**to nearest £**|**-**
0|
**-**
0|
|||||||**Current value (if**
**available)**
**to nearest £**|**Last year**
**to nearest £**|
|||||||||
|||||||||
|||||||||
||none|||||||
|||||||||
|||||||||
|||||||||
|||||||||
|||||||||
||**Details**|||**Total**
**-**
**Fund to which liability relates**
0|**-**
0|
**-**
0|
**-**
0|
|||||||**Amount due**
**to nearest £**|**Last year**
**to nearest £**|
|||||||||
|||||||||
|||||||||
||~~none~~|||||||
|||||||||
||**Details**|||**Total**
**Fund to which liability relates**||**-**
~~0~~|**-**
~~0~~|
|||||||**Amount due**
**(estimate)**
**to nearest £**
|**Last year**
**to nearest £**
|
|||||||||
||none|||||||
|||||||||
||**Signature**|||**Total**
**Print Name**||**-**
0|
**-**
0|
||||||||**Date of**
**approval**|
||||||||6th May
|
||||||||2025|
|||||||||
2013-04-02 Copy of Trustees AR Ap2 excel.xls / Statement of balances
December 2007
2
APPENDIX 2
**SC**
## **Section C Notes to the Accounts**
|**C3a Trustee remuneration**
**C4a Trustee expenses**
**C6 Other information**
**C5 Transactions with trustees**
**and connected persons**
**C3b Trustee remuneration -**
**details**
**C4b Trustee expenses -**
**details**
**C1 Nature and purpose of**
**funds**_(may be stated on_
_analysis of funds worksheets)_
**C2 Grants**|no funds|no funds||||
|---|---|---|---|---|---|
||**Type of activity or project supported**
none||**Individual /**
**institution**
~~none~~|**Number of grants**
**made**
**£**||
|||||none||
|||||||
|||||||
|||||||
|||||||
|||||**Total**|**-**
0|
|||||||
||If no remuneration was paid during the period to any charity trustee or person connected to a
trustee cross this box (otherwise complete section 3b)||||
X|
||**Authority under which paid**||||**£**|
||~~none~~|||||
|||||||
|||||||
|||||||
|||||||
|||||||
||If no expenses were paid to any charity trustee during the period then cross
(otherwise complete section 4b)|||this box|x|
||
**Nature of relationship**
**Nature of transaction**
none
none
none|||**Number of**
**trustees**|**£**|
||none|||none|0|
|||||||
|||||||
|||||||
|||||||
||
**Nature of relationship**
none|||**Transaction**
**amount (£)**|**Balance**
**outstanding at**
**period end (£)**|
|||||0|
0|
|||||||
|||||||
|||||||
|||||||
|||||||
||none|||||
2013-04-02 Copy of Trustees AR Ap2 excel.xls / Notes
December 2007
3
APPENDIX 2
**SC**
**-**
## **Additional analysis (1)**
## **Analysis of receipts and payments**
## **1 Donations**
|**1 Donations**|**1 Donations**|||||||||
|---|---|---|---|---|---|---|---|---|---|
|||**Unrestricted**
**funds**
**to nearest £**||**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**Total current**
**period**
**to nearest £**||**Total last period**
**to nearest £**|
||||||||**-**|||
|~~none~~|||||||**-**|||
||||||||**-**|||
||||||||**-**|||
|**Total**||**-**
**0**||**-**
0|**-**
0|**-**
0|**-**
0||**-**
0|
|||**-**||**-**|**-**|**-**|**-**||**-**|
## **2 Grants**
|**2 Grants**|**2 Grants**|||||||||
|---|---|---|---|---|---|---|---|---|---|
|||**Unrestricted**
**funds**
**to nearest £**||**Restricted funds**
**to nearest £**|||**Total current**
**period**
**to nearest £**||**Total last period**
**to nearest £**|
||||||||**-**|||
|~~none~~|||||||**-**|||
||||||||**-**|||
||||||||**-**|||
|**Total**
**3 Gross receipts from other charitable activities**||**-**
0||**-**
0|||**-**
0||**-**
0|
|||**-**
**Unrestricted**
**funds**
**to nearest £**
||**-**
**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**-**
**Total current**
**period**
**to nearest £**||**-**
**Total last period**
**to nearest £**|
||||||||**-**|||
||||||||**-**|||
|none|||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
|**Total**||**-**
0||**-**
0|**-**
0|**-**
0|**-**
0||**-**
0|
|||-||-|-|-|-||-|
## **4 Payments relating directly to charitable activities**
|||**Unrestricted**
**funds**
**to nearest £**|**Unrestricted**
**funds**
**to nearest £**|**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**Total current**
**period**
**to nearest £**|**Total current**
**period**
**to nearest £**|**Total last period**
**to nearest £**|
|---|---|---|---|---|---|---|---|---|---|
||||||||**-**|
||
||||||||**-**|||
|~~none~~|||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
|**Total**||**-**
0||**-**
0|**-**
0|**-**
0|**-**
0||**-**
0|
|||-||-|-|-|-||-|
2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (1)
December 2007
APPENDIX 2
**SC**
## **Additional analysis (2)**
|**Receipts**
**5 Breakdown of unrestricted funds**|**Unrestricted**
**fund 1 - enter**
**name of fund**
**below**|**Unrestricted**
**fund 1 - enter**
**name of fund**
**below**|**Unrestricted**
**fund 2 - enter**
**name of fund**
**below**|**Unrestricted**
**fund 3 - enter**
**name of fund**
**below**|**Unrestricted**
**fund 4 - enter**
**name of fund**
**below**|**Total**
**unrestricted**
**funds**|**Total**
**unrestricted**
**funds last period**|
|---|---|---|---|---|---|---|---|
|Donations||||||**-**||
|Legacies||||||**-**||
|Grants||||||**-**||
|Receipts from fundraisingactivities||||||**-**||
|Gross tradingreceipts||||||**-**||
|buildings||||||**-**||
|Rents from land & buildings||||||**-**||
|Gross receipts from other charitable activities||||||**-**
||
|**_Sub total_**
**Receipts from asset & investment sales**|**-**
0||**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|
|||||||-
||
|Proceeds from sale of fixed assets||||||**-**||
|Proceeds from sale of investments||||||**-**||
|**_Sub total_**
**_Total receipts_**
**Payments**|**-**
~~0~~||**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|
||**-**
~~0~~||**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|
|||||||-
||
|Expenses for fundraisingactivities||||||**-**||
|Gross trading payments||||||**-**||
|Investment management costs||||||**-**||
|Payments relatingdirectlyto charitable activities||||||**-**||
|Grants and donations||||||**-**||
|Governance costs:||||||**-**||
|Audit / independent examination||||||**-**||
|Preparation of annual accounts||||||**-**||
|Legal costs||||||**-**||
|||||||**-**||
|||||||**-**||
|**_Sub total_**
**Payments relating to asset and investment**
**movements**|**-**
~~0~~||**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|
|||||||-||
|Purchases of fixed assets||||||**-**||
|Purchase of investments||||||**-**||
|**_Sub total_**
**_Total payments_**
**_Net receipts / (payments)_**
**Transfers to / (from) funds**
**_Surplus / (deficit) for year_**|**-**
~~0~~||**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|
|||||||-
||
||**-**
~~0~~||**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|
|||||||-||
||**-**
~~0~~||**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|
|||||||||
||~~0~~||~~0~~|~~0~~|~~0~~|**-**
~~0~~|~~0~~|
|||||||||
||**-**
~~0~~||**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|
|||||||-||
|**Nature and purpose of funds**||||||||
|||||||||
2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (2)
December 2007
APPENDIX 2
**SC**
## **Additional analysis (3)**
|**Receipts**
**6 Breakdown of restricted funds**|**Restricted fund**
**1 - enter name of**
**fund below**|**Restricted fund**
**2 - enter name of**
**fund below**|**Restricted fund**
**3 - enter name of**
**fund below**|**Restricted fund**
**4 - enter name of**
**fund below**|**Total restricted**
**funds**|**Total restricted**
**funds last**
**period**|
|---|---|---|---|---|---|---|
|Donations|||||**-**||
|Legacies|||||**-**||
|Grants|||||**-**||
|Receipts from fundraisingactivities|||||**-**||
|Gross tradingreceipts|||||**-**||
|Income from investments other than land and
buildings|||||**-**||
|Rents from land & buildings|||||**-**||
|Gross receipts from other charitable activities|||||**-**||
|**_Sub total_**
**Receipts from asset & investment sales**|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|
||||||-||
|Proceeds from sale of fixed assets|||||**-**||
|Proceeds from sale of investments|||||**-**
||
|**_Sub total_**
**_Total receipts_**
**Payments**|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|
||**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|
||||||-||
|Expenses for fundraising activities|||||**-**||
|Gross trading payments|||||**-**||
|Investment management costs|||||**-**||
|Payments relating directly to charitable activities|||||**-**||
|Grants and donations|||||**-**||
|Governance costs:|||||**-**||
|Audit / independent examination|||||**-**||
|Preparation of annual accounts|||||**-**||
|Legal costs|||||**-**||
||||||**-**||
||||||**-**||
|**_Sub total_**
**Payments relating to asset and investment**
**movements**|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|
||||||-||
|Purchases of fixed assets|||||**-**||
|Purchase of investments|||||**-**||
|**_Sub total_**
**_Total payments_**
**_Net receipts / (payments)_**
**Transfers to / (from) funds**
**_Surplus / (deficit) for year_**|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|
||||||-
||
||**-**
0|**-**
~~0~~|**-**
0|**-**
0|**-**
0|**-**
~~0~~|
||||||-
||
||**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|
||||||||
||0|0|0|0|**-**
0|0|
||||||||
||**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
0|**-**
0|**-**
0|
||||||-||
|**Nature and purpose of funds**|||||||
||||||||
2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (3)
December 2007
Enter SC No. below
Enter charity name below
**SC**
|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|**Receipts andpayments accounts**|
|---|---|---|---|---|---|---|---|---|---|---|
|**For the period**
**from**||Period start date||||**to**|Period end date||||
|||Day||Month|Year||Day||Month|Year|
|||16th||08|2023||16th||08|2024|
## **Section A Statement of receipts and payments**
|||**Unrestricted**|**Unrestricted**
**funds**|||**Restricted**
**funds**||**Expendable**
**endowment**
**funds**||**Permanent**
**endowment**
**funds**|**Permanent**
**endowment**
**funds**||**Total funds**
**current period**|**Total funds**
**current period**|**Total funds**
**current period**||**Total funds last**
**period**|**Total funds last**|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
||||**to nearest £**|||**to nearest £**||**to nearest £**||**to nearest £**|**to nearest £**||**to nearest £**||**to nearest £**||**to nearest £**|**to nearest £**|
|**A1 Receipts**
Donations
Legacies|||00|||0
0||~~0~~
0||00|||0|0|**-**
**-**||0
0||
|Grants|||0|||0||0||0|||0||**-**||0||
|Receipts from fundraisingactivities|||0|||0||0||0|||0||**-**||~~0~~||
|Gross tradingreceipts|||0|||0||0||0|||0||**-**||0||
|Income from investments other than
land and buildings|||0|||0||0||0|||0||**-**||0||
|Rents from land & buildings
Gross receipts from other charitable
activities|||0
0|||0
0||0
0||0
0|||0
0||**-**
**-**||0
0||
||||0|||0||0||0|||**-**
0|**-**|**-**||0||
|**_A1 Sub total_**|**_A1 Sub total_**|0|**-**||**-**
0|**-**||**-**
0||**-**
0|**-**||0||**-**||**-**
0|**-**|
|**A2 Receipts from asset &**|||||||||||||||||||
|**investment sales**|||||||||||||||||||
|Proceeds from sale of fixed assets
Proceeds from sale of investments
**_A2 Sub total_**
**-**
**-**
**-**
**_Total receipts_**
**-**
**-**
**-**
~~—~~
0
0
0
0
0
0
0
0
0
0
~~0~~
0
0||||||||||**-**
**-**
0
0
~~0~~
0|**-**
**-**||0
0
0
0||**-**
**-**
**-**
**-**||**-**
**-**
0
0
0
0|**-**
**-**|
|**A3 Payments**|||||||||||||||||||
|Expenses for fundraising activities|||0|||0||0||0|||0||**-**||0||
|Gross trading payments|||0|||0||0||0|||0||**-**||0||
|Investment management costs|||0|||0||0||0|||0||**-**||0||
|Payments relating directly to charitable
activities|Payments relating directly to charitable||0|||0||0||0|||0||**-**||0||
|Grants and donations|||0|||0||0||0|||0||**-**||0||
|Governance costs:
Audit / independent examination|||0
0|||0
0||0
0||0
~~0~~|||0
0||**-**
**-**||0
0||
|Preparation of annual accounts
Legal costs
Other|Other|Other|0~~0~~
0
0|||~~0~~
0~~0~~
0||0~~0~~
0
0||~~0~~0
0
~~0~~|||**-**
~~0~~
0
~~0~~
0||**-**
**-**
**-**
**-**||~~0~~
~~0~~
00||
|**_A3 Sub total_**||0|**-**||**-**
0|**-**||**-**
0||**-**
0|**-**||0||**-**||**-**
0|**-**|
|**A4 Payments relating to asset and**|||||||||||||||||||
|**investment movements**|||||||||||||||||||
|Purchases of fixed assets
Purchase of investments
**_A4 Sub total_**
**-**
**-**
**-**
**_Total payments_**
**-**
**-**
**-**
~~——————~~
0
0
0
0
0
0
0
0
~~0~~
0
0
~~0~~||||||||||**-**
**-**
0
0
~~0~~
0|**-**
**-**||0
0
0
0||**-**
**-**
**-**
**-**||**-**
**-**
~~0~~
0
0
0|**-**
**-**|
|**_Net receipts / (payments)_**
**A5 Transfers to / (from) funds**
**_Surplus / (deficit) for year_**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
~~=——————~~
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0||||||||||||||||||
APPENDIX 2
**SC**
## **Section B Statement of balances**
|**Categories**
**Signed by one or two trustees**
**on behalf of all the trustees**
**B5 Contingent liabilities**
**B4 Liabilities**
**B1 Cash funds**
**B2 Investments**
**B3 Other assets**|**Details**|**Unrestricted**
**funds**
**to nearest £**
0
0
0
0|**Restricted funds**
**to nearest £**
0
0
0
0|**Expendable**
**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|||0|0||**-**
0|0|
||Surplus / (deficit) shown on receipts and
payments account|||0|0||**-**
0|0|
|||||0|0||**-**
0|0|
|||||0|0||**-**
0|0|
||**Cash and bank balances at end of year**
(Agree balances with receipts and payments
account(s))
**Details**|**-**
0|**-**
0|**-**
0|**-**
0||**-**
0|**-**
0|
|||-
0|
-
0|
-
**Fund to which**
0|
-
**asset belongs**
0||-
0|
-
0|
|||||||**M**|**arket valuation**
**to nearest £**|**Last year**
**to nearest £**|
||||||||||
||||||||||
||~~none~~||||||||
||||||||||
||||||0||||
||**Details**||**Fund to which**|**asset belongs**|**Total**
**Cost (if available)**
**to nearest £**||**-**
0|
**-**
0|
|||||||**C**|**urrent value (if**
**available)**
**to nearest £**|**Last year**
**to nearest £**|
||||||||||
||||||||||
||||||||||
||none||||||||
||||||||||
||||||||||
||||||||||
||||||||||
||||||||||
||**Details**|||**Total**
**-**
**Fund to which liability relates**
0|**-**
0||**-**
0|
**-**
0|
||||||||**Amount due**
**to nearest £**|**Last year**
**to nearest £**|
||||||||||
||||||||||
||||||||||
||~~none~~||||||||
||||||||||
||**Details**|||**Total**
**Fund to which liability relates**|||**-**
~~0~~|**-**
~~0~~|
||||||||**Amount due**
**(estimate)**
**to nearest £**
|**Last year**
**to nearest £**
|
||||||||||
||none||||||||
||||||||||
||**Signature**|||**Total**
**Print Name**|||**-**
0|
**-**
0|
|||||||||**Date of**
**approval**|
||||||||||
|||||||||6th May
|
|||||||||2025|
||||||||||
2013-04-02 Copy of Trustees AR Ap2 excel.xls / Statement of balances
December 2007
2
APPENDIX 2
**SC**
## **Section C Notes to the Accounts**
|**C3a Trustee remuneration**
**C4a Trustee expenses**
**C6 Other information**
**C5 Transactions with trustees**
**and connected persons**
**C3b Trustee remuneration -**
**details**
**C4b Trustee expenses -**
**details**
**C1 Nature and purpose of**
**funds**_(may be stated on_
_analysis of funds worksheets)_
**C2 Grants**|no funds|no funds||||
|---|---|---|---|---|---|
||**Type of activity or project supported**
none||**Individual /**
**institution**
~~none~~|**Number of grants**
**made**
**£**||
|||||none||
|||||||
|||||||
|||||||
|||||||
|||||**Total**|**-**
0|
|||||||
||If no remuneration was paid during the period to any charity trustee or person connected to a
trustee cross this box (otherwise complete section 3b)||||
X|
||**Authority under which paid**||||**£**|
||~~none~~|||||
|||||||
|||||||
|||||||
|||||||
|||||||
||If no expenses were paid to any charity trustee during the period then cross
(otherwise complete section 4b)|||this box|x|
||
**Nature of relationship**
**Nature of transaction**
none
none
none|||**Number of**
**trustees**|**£**|
||none|||none|0|
|||||||
|||||||
|||||||
|||||||
||
**Nature of relationship**
none|||**Transaction**
**amount (£)**|**Balance**
**outstanding at**
**period end (£)**|
|||||0|
0|
|||||||
|||||||
|||||||
|||||||
|||||||
||none|||||
2013-04-02 Copy of Trustees AR Ap2 excel.xls / Notes
December 2007
3
APPENDIX 2
**SC**
**-**
## **Additional analysis (1)**
## **Analysis of receipts and payments**
## **1 Donations**
|**1 Donations**|**1 Donations**|||||||||
|---|---|---|---|---|---|---|---|---|---|
|||**Unrestricted**
**funds**
**to nearest £**||**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**Total current**
**period**
**to nearest £**||**Total last period**
**to nearest £**|
||||||||**-**|||
|~~none~~|||||||**-**|||
||||||||**-**|||
||||||||**-**|||
|**Total**||**-**
**0**||**-**
0|**-**
0|**-**
0|**-**
0||**-**
0|
|||**-**||**-**|**-**|**-**|**-**||**-**|
## **2 Grants**
|**2 Grants**|**2 Grants**|||||||||
|---|---|---|---|---|---|---|---|---|---|
|||**Unrestricted**
**funds**
**to nearest £**||**Restricted funds**
**to nearest £**|||**Total current**
**period**
**to nearest £**||**Total last period**
**to nearest £**|
||||||||**-**|||
|~~none~~|||||||**-**|||
||||||||**-**|||
||||||||**-**|||
|**Total**
**3 Gross receipts from other charitable activities**||**-**
0||**-**
0|||**-**
0||**-**
0|
|||**-**
**Unrestricted**
**funds**
**to nearest £**
||**-**
**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**-**
**Total current**
**period**
**to nearest £**||**-**
**Total last period**
**to nearest £**|
||||||||**-**|||
||||||||**-**|||
|none|||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
|**Total**||**-**
0||**-**
0|**-**
0|**-**
0|**-**
0||**-**
0|
|||-||-|-|-|-||-|
## **4 Payments relating directly to charitable activities**
|||**Unrestricted**
**funds**
**to nearest £**|**Unrestricted**
**funds**
**to nearest £**|**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**Total current**
**period**
**to nearest £**|**Total current**
**period**
**to nearest £**|**Total last period**
**to nearest £**|
|---|---|---|---|---|---|---|---|---|---|
||||||||**-**|
||
||||||||**-**|||
|~~none~~|||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
|**Total**||**-**
0||**-**
0|**-**
0|**-**
0|**-**
0||**-**
0|
|||-||-|-|-|-||-|
2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (1)
December 2007
APPENDIX 2
**SC**
## **Additional analysis (2)**
|**Receipts**
**5 Breakdown of unrestricted funds**|**Unrestricted**
**fund 1 - enter**
**name of fund**
**below**|**Unrestricted**
**fund 1 - enter**
**name of fund**
**below**|**Unrestricted**
**fund 2 - enter**
**name of fund**
**below**|**Unrestricted**
**fund 3 - enter**
**name of fund**
**below**|**Unrestricted**
**fund 4 - enter**
**name of fund**
**below**|**Total**
**unrestricted**
**funds**|**Total**
**unrestricted**
**funds last period**|
|---|---|---|---|---|---|---|---|
|Donations||||||**-**||
|Legacies||||||**-**||
|Grants||||||**-**||
|Receipts from fundraisingactivities||||||**-**||
|Gross tradingreceipts||||||**-**||
|buildings||||||**-**||
|Rents from land & buildings||||||**-**||
|Gross receipts from other charitable activities||||||**-**
||
|**_Sub total_**
**Receipts from asset & investment sales**|**-**
0||**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|
|||||||-
||
|Proceeds from sale of fixed assets||||||**-**||
|Proceeds from sale of investments||||||**-**||
|**_Sub total_**
**_Total receipts_**
**Payments**|**-**
~~0~~||**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|
||**-**
~~0~~||**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|
|||||||-
||
|Expenses for fundraisingactivities||||||**-**||
|Gross trading payments||||||**-**||
|Investment management costs||||||**-**||
|Payments relatingdirectlyto charitable activities||||||**-**||
|Grants and donations||||||**-**||
|Governance costs:||||||**-**||
|Audit / independent examination||||||**-**||
|Preparation of annual accounts||||||**-**||
|Legal costs||||||**-**||
|||||||**-**||
|||||||**-**||
|**_Sub total_**
**Payments relating to asset and investment**
**movements**|**-**
~~0~~||**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|
|||||||-||
|Purchases of fixed assets||||||**-**||
|Purchase of investments||||||**-**||
|**_Sub total_**
**_Total payments_**
**_Net receipts / (payments)_**
**Transfers to / (from) funds**
**_Surplus / (deficit) for year_**|**-**
~~0~~||**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|
|||||||-
||
||**-**
~~0~~||**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|
|||||||-||
||**-**
~~0~~||**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|
|||||||||
||~~0~~||~~0~~|~~0~~|~~0~~|**-**
~~0~~|~~0~~|
|||||||||
||**-**
~~0~~||**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|
|||||||-||
|**Nature and purpose of funds**||||||||
|||||||||
2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (2)
December 2007
APPENDIX 2
**SC**
## **Additional analysis (3)**
|**Receipts**
**6 Breakdown of restricted funds**|**Restricted fund**
**1 - enter name of**
**fund below**|**Restricted fund**
**2 - enter name of**
**fund below**|**Restricted fund**
**3 - enter name of**
**fund below**|**Restricted fund**
**4 - enter name of**
**fund below**|**Total restricted**
**funds**|**Total restricted**
**funds last**
**period**|
|---|---|---|---|---|---|---|
|Donations|||||**-**||
|Legacies|||||**-**||
|Grants|||||**-**||
|Receipts from fundraisingactivities|||||**-**||
|Gross tradingreceipts|||||**-**||
|Income from investments other than land and
buildings|||||**-**||
|Rents from land & buildings|||||**-**||
|Gross receipts from other charitable activities|||||**-**||
|**_Sub total_**
**Receipts from asset & investment sales**|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|
||||||-||
|Proceeds from sale of fixed assets|||||**-**||
|Proceeds from sale of investments|||||**-**
||
|**_Sub total_**
**_Total receipts_**
**Payments**|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|
||**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|
||||||-||
|Expenses for fundraising activities|||||**-**||
|Gross trading payments|||||**-**||
|Investment management costs|||||**-**||
|Payments relating directly to charitable activities|||||**-**||
|Grants and donations|||||**-**||
|Governance costs:|||||**-**||
|Audit / independent examination|||||**-**||
|Preparation of annual accounts|||||**-**||
|Legal costs|||||**-**||
||||||**-**||
||||||**-**||
|**_Sub total_**
**Payments relating to asset and investment**
**movements**|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|
||||||-||
|Purchases of fixed assets|||||**-**||
|Purchase of investments|||||**-**||
|**_Sub total_**
**_Total payments_**
**_Net receipts / (payments)_**
**Transfers to / (from) funds**
**_Surplus / (deficit) for year_**|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|
||||||-
||
||**-**
0|**-**
~~0~~|**-**
0|**-**
0|**-**
0|**-**
~~0~~|
||||||-
||
||**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|**-**
0|
||||||||
||0|0|0|0|**-**
0|0|
||||||||
||**-**
~~0~~|**-**
~~0~~|**-**
~~0~~|**-**
0|**-**
0|**-**
0|
||||||-||
|**Nature and purpose of funds**|||||||
||||||||
2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (3)
December 2007
APPENDIX 3
Disclosure section
Only complete if the examiner needs to highlight material problems.
Give here brief details of
any items that the
examiner wishes to
disclose
APPENDIX 3
Independent examiner's report on the accounts
V2
Report to the Charity name
trusteeslmembers of
The United Borderlands Historic Trust
Registered charity SC 049536
number
On the accounts of the
charity for the period
Period start date
Month
Period end date
Month
Day
Year
Day
Year
16th
August
2023
to
16th
August
2024
Set out on pages
Receipts and payments accounts pages 1-6
(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 My examination is carried out in accordance with Regulation 11 of the 2006 Accounts
examiner's statement 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 In the course of my examination, no matter has come to my attention [other than that
statement disclosed on the attached page']
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
have not been met, or
to which, in my opinion, attention should be drawn in order to enable a proper
ched.
Date: I Z Iq I&x5
Signed:
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.