## **APPENDIX 1** 

||**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|1|Jan|2025|To|31|Dec|2025|



Scottish Charity Regulator 

Office of the Scottish **Charity Regulator** 

## **Reference and administration details** 

**Charity name** Garlogie Beam Engine Trust **Other names charity is known by Registered charity number SC049632 Charity’s principal address** 34 Hazledene Road 

34 Hazledene Road Aberdeen 

## **Postcode  AB15 8LD** 

## **Names of the charity trustees on date of approval of Trustees’ Annual Report** 

|**Trustee name**<br>**Office (if any)**<br>**Dates acted if**<br>**not for whole year**<br>**Name of person**<br>**(or body) entitled to**<br>**appoint trustee (if any)**<br>Leofric Studd<br>Chairman<br>The members|**Trustee name**<br>**Office (if any)**<br>**Dates acted if**<br>**not for whole year**<br>**Name of person**<br>**(or body) entitled to**<br>**appoint trustee (if any)**<br>Leofric Studd<br>Chairman<br>The members|**Trustee name**<br>**Office (if any)**<br>**Dates acted if**<br>**not for whole year**<br>**Name of person**<br>**(or body) entitled to**<br>**appoint trustee (if any)**<br>Leofric Studd<br>Chairman<br>The members|**Trustee name**<br>**Office (if any)**<br>**Dates acted if**<br>**not for whole year**<br>**Name of person**<br>**(or body) entitled to**<br>**appoint trustee (if any)**<br>Leofric Studd<br>Chairman<br>The members|
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|David Wolfe<br>Treasurer<br>The members||||
|Peter Thompson<br>The members||||
|Martin Klauz<br>The members||||
|Elaine Percival<br>The members||||
|Nicholas Graves<br>The members||||
|David Hargreaves<br>From 22ndOct on<br>The members||||
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**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)** 


**----- Start of picture text -----**<br>
Name  Dates acted if not for whole year<br>Jonathan Eng  1 Jan to 29 [th]  April<br>Structure, governance and management<br>Type of governing document  SCIO 2 tier constitution based on the SCVO model form<br>Trustee recruitment and appointment  From within the members by members’ vote at the AGM although trustees<br>may be co-opted by the trustees from outside the membership if they have<br>specialist experience or skill which could be of assistance to the board.<br>Objectives and activities<br>Charitable purposes  The former Garlogie Mill houses a rare early beam engine and hydroelectric power<br>plant, is leased by the Garlogie Beam Engine Trust, and is the focus of the<br>organisation’s activities.  The purpose of the organisation is to advance industrial<br>heritage, inform and educate on the engineering science of the design and<br>operation of these artefacts, advance knowledge of local social history and benefit<br>the local community.  It will do this by developing the site as a museum and<br>making the Garlogie Beam engine, turbine house and associated buildings and<br>mill site accessible to the public.  The organisation will undertake whatever<br>preservation and restoration is necessary and appropriate in order to enhance the<br>value of the buildings and artefacts as engineering and historic monuments.  The<br>Trust will also acquire and curate additional exhibits to further illustrate to the story<br>of the site and the people that worked there.<br>Summary of the main activities   The conservation of the engine and hydroelectric plant and Hercules<br>in relation to these objects  turbine.  The inspection and recording of the engine's condition with a view<br>to returning it to movement, initially by electric drive.  To conserve the<br>hydroelectric plant for display purposes.  The renovation of the fabric of<br>the buildings, held under a 99 yr lease, to create a suitable environment<br>for the long-term conservation and display of the machinery within. To<br>create a quality accredited museum open to visitors on a regular basis and<br>to provide educational material on the operation of the machinery.  To<br>research the social history of the mill, those who worked there and the<br>wider Garlogie area to create a series of visitor displays.<br>**----- End of picture text -----**<br>


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**2** 

## **APPENDIX 1** 

## **Achievements and performance** 

|**Summary of the main achievements of**<br>**the charity during the financial period**|The architect led Building Condition survey report which had commenced<br>in 2024 was completed with the report and cost estimate issued. These<br>documents are the foundations to seek grants for the renovation of the<br>buildings.  Funding for this work was largely from a grant from The Pilgrim<br>Trust.<br>Work on the beam engine progressed and by the end of the year a<br>thorough inspection, cleaning, preserving all surfaces and cataloguing of<br>the components and their condition had been completed.  This has given<br>confidence that it can be restored to motion and a Listed Building Consent<br>has been sought for the necessary works.  A notable activity was that new<br>bevel gear for the governor drive was made to replace that found broken.<br>All work on the engine has been led by volunteers and volunteers also did<br>extensive maintenance and improvements of a DIY nature to the buildings’<br>fabric.<br>We increased the number of open days in 2025 and ran them monthly<br>from April to September, finishing with the Doors Open weekend.  We also<br>hosted 6 visits by special interest groups.  These events were successful<br>in attracting good numbers of visitors and generous donations.<br>Following the discovery of bats in the engine house we had a bat survey<br>undertaken by a qualified bat surveyor and the report will be necessary to<br>support any consents for the renovation of the buildings.  Aberdeenshire<br>Council provided a grant towards the survey and for some essential<br>interim roof repairs to the turbine house to stop water ingress.  We were<br>also able to obtain a grant from the Shell Communities Fund towards the<br>interim roof repair and this work was completed by year end.|
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## **Financial review** 

|**Brief statement of the charity’s policy**<br>**on reserves**<br>**Details of any deficit**<br>**Donated facilities and services (if any)**|We shall retain a minimum of £5000 uncommitted funds at all times to<br>cover unplanned costs arising.  The poor condition of the buildings' fabric<br>is where such costs are most likely to arise until the full renovation project<br>has been completed, which is several years hence.  In general we need to<br>build a significant pool of reserves towards the cost of the full renovation<br>of the buildings not covered by grants.  The exact amount will depend on<br>what we can obtain in grants but assuming that GBET needs to contribute<br>a minimum of 10% of costs we will need to build a dedicated reserve of at<br>least £15,000 to fund the work over the next few years.|
|---|---|
||There was a surplus generated.|
||We have had extensive support from industry during the year.  Amongst<br>various others we give mention to Taylor's of Hamilton who cast the new<br>bevel gear pro bono and similarly Whittakers Engineering machined the<br>new beam trunnion bearings and bevel gear.  Various lifting equipment<br>was serviced and certified by EMM Corp. TDC assisted with oil sampling<br>and testing free of charge.  Altogether this is several thousand pounds of<br>free services.|



**3** 

## **APPENDIX 1** 

## **Other optional information** ~~eee~~ 

Our volunteers together have put in several thousand hours of work through the year.  Their work covered a huge range of activities on the beam engine, the hydroelectric plant, buildings and grounds maintenance.  They acted as host and guides to our visitors at the very successful open days and manned our stall at 2 steam and vintage fairs which generated a lot of interest in our mission.  Not to be forgotten is the time put in on back office work necessary to run the charity dealing with grants, Listed Building Consents, general organising and the running of the board. 

We appointed a part time PhD researcher for 6 months to carry out quality research into audience development for the Trust. This will assist our application for accreditation.  Research has been undertaken to better understand current and underrepresented audiences at the museum. Research has included an online survey of the membership, examining the tourist and heritage landscape across Aberdeenshire. The final output will be a written report to inform the Audience Development Plan for Accreditation to be delivered in February 2026.  The Scottish Graduate School for Arts and Humanities funded the researcher’s work. 

To assist in our museum accreditation application, we have updated our constitution which is now ready to be submitted to OSCR for approval and subsequent members’ approval.  Following this we will submit the Museums & Galleries Scotland eligibility questionnaire to achieve Working Towards Accreditation status. Thereafter we have up to three years to make a full application. 

## **Declaration** ~~eee~~ 

## **The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 


**----- Start of picture text -----**<br>
Signature(s)<br>OSCR will accept   D Wolfe<br>digital or typed<br>signatures<br>Full name(s)<br>David Wolfe<br>Leofric W Studd<br>Position (e.g. Chair)<br>Treasurer<br>Chairman<br>Date<br>29th January 2026<br>26 [th]  January 2026<br>**----- End of picture text -----**<br>


**4** 

