2025-05-31-accounts

Newburgh Ancestry and History Society Scottish Charity No: $SC052958

Annual Report & Financial Statements

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Newburgh Ancestry and History Society

Annual Report & Statement of Account For the year to 31 May 2025

Contents		Page
Trustees’ Annual Report		3-5
Independent Examiner's Report		6
Statement of Receipts and Payments	.	7
Statement of Balances		8
NotestotheAccounts		9

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Newburgh Ancestry and History Society

Trustees’ Annual Report

For the year to 31 May 2025

Objectives & Activities

The purpose of Newburgh Ancestry and History Society is the advancement of education, arts, heritage, cultural and science by undertaking the following: -

1. to advance and encourage an interest in history, with particular emphasis on the history of Newburgh and the surrounding area, to educate and inform members of the SCIO and the public generally, and to encourage and facilitate research, understanding and publication of the cultural heritage of the area.

2. to preserve, conserve, understand and interpret, within the national context, the historical and cultural heritage of Newburgh and the surrounding area.

3. to provide a community resource at the Laing Museum through the collection, classification and conservation of items of local historical interest.

4. to promote and advance heritage in Newburgh and the surrounding area as a source of pride and to address heritage issues affecting the area.

Achievements & Performance

The Chairman would like to take this opportunity to thank the Trustees and the volunteers very much for their extremely hard work in keeping the doors open and retaining public interest in our small cultural and heritage museum. From simple tasks like cleaning display items, researching existing items we have on display, researching new material for public view and researching down various channels in the hope of producing and publishing small books which would be made available for sale to the general public over the next 12 - 18 months. Also the care and attention that they take in not only setting up displays but learning about them so they can pass information onto visitors, not forgetting the massive time and effort given by our ancestry section delving into the past to help people from all over the world find their roots ii Newburgh and District.

We are extremely pleased that our visitors have increased by just under 20% on last years which | believe has been helped by our new website and F/B page.

We recently applied for and received a grant to purchase a new computer and laptop to be used for our displays, photographs and collections. These will allow us to take our work with us when we attend events away from the museum and pass our knowledge of local history and ancestry to an even bigger audience.

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Trustees’ Annual Report

Financial Review

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Newburgh Ancestry and History Society

Independent Examiner's Report

For the year to 31 May 2025

| report on the accounts of Newburgh Ancestry and History Society for the year to 31 May 2025 which are set out on pages 7 to 9.

Responsibilities and basis of report

The charity's trustees are responsible for the preparation of the accounts in accordance with the requirements of the Charities and Trustee Investment (Scotland) Act 2005 (“the 2005 Act”) and the Charities Accounts (Scotland) Regulations 2006 (“the 2006 Regulations’).

| have satisfied myself that the charity is not subject to audit under Regulation (10)(1)(d) of the 2006 Regulations and is eligible for independent examination. | have therefore examined the charity's accounts as required under section (44)(1)(c) of the 2005 Act and Regulation 11 of the 2006 Regulations. In carrying out my examination | have fallowed the guidance issued to independent examiners by the Office of the Scottish Charity Regulator (OSCR).

My role is to state whether any material matters have come to my attention giving me cause to believe that:

1. the accounting records were not kept as required by section 44(1)(a) of the 2005 Act and Regulation 4 of the 2006 Regulations, or aa the accounts do not accord with those records, or ; a the accounts do not comply with the accounting requirements of Regulation 9 of the 2006 Regulations, or 4. there is further information needed for a proper understanding of the accounts.

Independent examiner’s statement

| have completed my examination, and | have no-concerns in respect of any of the above and | have found no other matters that require drawing to your attention.

27 August 2025

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Newburgh Ancestry and History Society

Statement of Receipts & Payments For the year to 31 May 2025

	Unrestricted Funds	Unrestricted Funds	Restricted Funds	2025 Total	2024 Total
		£	£	£	£
Receipts
Transfer from unincorporated
organisation		-	-	-	2,847
Donations		2,651	-	2,651	5,164
Family research donations		190	-	190	-
Grants		-	1,550	1,550	-
Fundraising		933	-	933	-
Total receipts	~	3,774	1,550	5,324	8,011
Payments		.
IT		1,381	-	1,381	1,403
Insurance		163	-	163	162
Stationery		13273	-	1,23	104
Family research		307	-	307	40
Display materials		274	-	274	93
Repairs and maintenance		492	.	492	-
Fundraising		900	-	900	-
Other		186	.	186	-
Computer & laptop		-	1,124	1,124	-
IE		200	:	200	-
Total payments		5,176	1,124	6,300	1,802
Surplus/(deficit)		- (1,402)	426	(976)	. 6,209
		*

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Newburgh Ancestry and History Society

Statement of Balances

		£	£	f	f
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Newburgh Ancestry and History Society

Notes to the Financial Statements

For the year to 31 May 2025

1. Accounting Policies

These accounts have been prepared on the Receipts & Payments basis in accordance with: -

(a) The Charities & Trustee Investment Act (Scotland) Act 2005, and

(b) The Charities Accounts (Scotland) Regulations 2006 (as amended).

Income and expenditure is recognised when received or disbursed.

The Charity maintains:-

(a) A general unrestricted fund for the day-to-day running of the charity which is expendable at the discretion of the management committee in furtherance of the charity's objects, and (b) Restricted funds that consist of monies received from sponsors which relate to a specific project and are donated to fund a particular purpose. During the year the Society held one restricted fund for the purchase of a new computer and laptop funded by a grant from Fife Council, see note 4 below.

2. Trustee Remuneration & Expenses

A total of £441 was paid to the daughter in law ofPG trustee, for IT services provided to the Society. No other remuneration or expenses were paid to trustees.

3. Museum Collection & Artifacts

The trustees have been unable to put a reliable value on the collection and artifacts in the Laing Museum.

4. Movement in Restricted Funds

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||||||||| |---|---|---|---|---|---|---|---| |Opening|*|Closing| |Fund|balance|Income|Expenditure|Transfers|balance| |£|"gk|£|£|£| |New|computer and|laptop|-|1,550|1,124|-|426|

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