ANDREAS
Newburgh Ancestry and History Society
Scottish Charity No: SC052958
Annual Report & Financial Statements
For the year to
31 May 2026
Chris Smith Bsc {Hons) FCIE
Independent Examiner and Charity Advisor
Glascairn Cottage, Aytounhill. Cupar. Fife KY14 6JH
Tel: 07791 260850
Email: chris@glascaim.org.uk

Newburgh Ancestry and History Society
Annual Report & Statement of Account
For the year to 31 May 2026
Contents
Page
Trustees, Annual Report
Independent Examiner's Report
Statement of Receipts and Payments
Statement of Balan￿$
Notes to the Accounts

Newburgh Ancestry and Hlstory Society
Trustees, Annual Report
For the year to 31 May 2026
The charity trustees present their report together with the financial siatements and the Independent
Examinerfs report for the year to 31 May 2026.
Reference & Administrative Inforniation
Charity Name:
Newburgh Ancestry and History Society
Charity Number:
SC052958
Reglstered Address:
17 Scotland Terrace, Newburgh, Fife KY14 6AY
Principal Address:
Lower Laing Museum. 120 High Street, Newburgh, Fife KY14 6DX
Trustees:
James Lee - Chaimian
Janice Spence .- Treasurer
Helen Welsh - Secretary
Sandra Carstairs
Kathleen Low
Frances Black
Sue Lee
Kenneth Brown
Structure Governance & Mana
emen
Newburgh Ancestry and History Society (NAAHSI is a Scottish Charitable Incorporated Organisation
(SCIO) entered onto the Scottish chanty Register on the 20 November 2023 and is govemed by its
constitution. NAAHS is a single tier SCIO with a Board of up to 7 charity tnjstees who manage the
affair5 of the Society.
At each AGM one third of the longest serving members since their last appointment retire and the
remaining Board members appoint trustees t8 fill the vacancies at the nexl Board meeting. Retiring
trustees can be re-appointed.

Newburgh Ancestry and History Society
Trustees, Annual Report
For the year to 31 May 2026
Ob'eetives & Activities
The purpose of Newburgh An￿Stry 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 sumunding area, to educate and infonn 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 p￿serve, conserve. understand and interpret. within the national context. the historical and
cullural heritage of Newburgh and Ihe surrounding area.
3. to provide a community resource at the Laing Museum through the collection, classification
and conservation of items of local hislorical interest.
4. to promote and advance heritage in Newburgh and the surrounding area as a source of pride
and to add￿sS herrtage issues affecting the area.
Achlevements & Perfomiance
I would like to tske this opportunty to thank the Trustees and all our Volunteers once again for their
ongoing hard work in keeping the doors open and retaining public interest, in the Lower Laing
Museum. This is full of items and photos of Newburgh and the surrounding local area's culture and
heritage, from the simple tasks of researching items on display, deaning display artifacts, researching
new displays for fijture use. also CA)ntinuing down various channels. in the hope of producing and
publishing small books etc, which would be available for purchase by the general public lo help day to
day running costs. Aiso, Ihe care and attention to detail that they take in learning about the displays
Ihat they set up, so thal knowledge can be passed onto anyone visiting. not forgetting our fantasti
Ancestry section who conlinue to give their titne and effort. delving into th9 past lo help people
worldwide, who wish to find out about their roots in our local area.
We recently purchased a new computer for.￿l￿$try section to help improve effic￿ncY in their
research. Also this year, we were given the Tom Pearson collection which has between 30,000 and
40,000 Pholographs and Postcards of the local area.
Visitor numbers remain the same as last season al present

Newburgh Ancestry and History Society
Trustees, Annual Report
For the year to 31 May 2026
Flnancial Revlew
The Society received income totaling £579 primarily from donations. With expenditure of £3,016 the
Society had a deficit for the period of £2.437. The deficit was funded from reserves brought forward
from the previous financial year. Al the 31 May 2026 the Society held unrestricted reserves of £2,796
to ensure that the charty has sufficient funds to meet liabilities as they fall due and ￿Ver unforeseen
contingencies.
This report was approved by the charity trustees on ......
behalf by..
and signed on their
James Lee - Chaimian

Newburgh Ancestry and Hlstory Society
Independent Examiner's Report
For the year to 31 May 2026
I report on the accounts of Newburgh Ancestry and History Society for the year to 31 May 2026 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'l and the
Charities Accounts (Scolland) Regulations 2006 {llhe 2006 Regulations.).
I have satisfied myself that the charity is not subject to audit under Regulation (10)11)(dl of the 2006
Regulations and is eligible for independent examination. I have therefore examined the charity's
accounts as required under section {44)(11(c) of the 2005 Act and Regulation 11 of the 2006
Regulalions. In carrying out my examination I have followed 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..
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
the accounts do not accord with those records, or
the accounts do not comply with the accounting requirements of Regulation 9 of the 2006
Regulations. or
there is further infomiation needed for a proper understanding of the a￿oUnt5.
Independent examinerfs statement
I have completed my examination. and I have no concems in respect of any of the above and I have
found no other matters that require drawing to your attention.
Chris Smith FCIE
Glascaim Cottage
Aytounhill
Cupar
Fife KY14 6JH

Newburgh Ancestry and History Society
Statement of Receipts & Payments
For the year to 31 May 2026
Unrestrlcted
Funds
R•$trl¢ted
Funds
2026
Total
2025
Total
Note
Receipts
Donations
576
576
2,651
190
Family research dona￿nS
Grants
Fundraising
Bank inlerest
Total recelpts
1,550
933
579
579
5,324
Payments
IT
1.593
178
1.593
178
55
1,381
163
1,273
307
Insurance
Stationery
Family resèar
Display materials
Repairs and maintenance
Fundraising
Bank Charges
Other
215
215
274
492
76
76
Computèr & laptop
Independent examination
Total paymonts
273
426
699
1.124
200
200
200
2.590
426
3.016
6.300
Surpluslldèficitl
12.011)
(426)
12.4371
19761

Newburgh Ancestry and History Society
Statement of Balances
At 31 May 2026
Unr•strict•d
Funds
Restrict•d
Funds
2026
Total
2025
Total
Note
Opening bank & cash balances
Surpluslldeficitl
Closing bank and cash balances
4.807
{2,011)
2,796
426
{4261
5.233
12,437)
2,796
6.209
(9761
5.233
Assets
Furniture & equipment
Computers and Printers
Athfact storage & d1splay
Museum artifacls
Unrestricted frJnd
1,344
2.923
1,344
2.224
Liabilities
There were no liabilities at 31 May 2026
Approved by the charity trustees on .
.and signed on their behalf by..
Janice Spence - TreaSU￿r

Newburgh Ancestry and Hlstory Society
Notes to the Flnancial Statements
For the year to 31 May 2026
l. Accounting Policies
These accounts have been prepared on the Receipts & Payments basis in accordance with.. -
{a) The Charities & Trustee Investment Act {Scotlandl Act 2005, and
(b) The Charities Accounts (Scolland} Regulations 2006 (as amended).
Income and expenditure is recognised when received or disbursed.
The Charity maintains'.-
(al A general unrestricted fund for the day-to4ay running of the charity which is expendable at the
discretion of the management committee in furtherance of the charity's objects. and
(bl Restricted funds that consist of monies re￿iVed 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 Gomputer and laptop funde¢Jby a grant from Frfe Council, see note 4 below.
2. Trustee Remuneration & Expenses
A total of £455 was paid to the daughter4n4aw of Frances Black, a trustee, for IT services provided to
the Society.
No other remuneration or expenses were paid to trustees.
3. Museum Collection & Artifacts
The tnjstees have been unable to put a reliable value on the collection and artifacts in the Laing
Museum.
4. Movement In Restricted Funds
Openlng
balance
Closlng
balan¢¥
Fund
Inc¢)m*
Ex
ndtture
Transfers '
computer and laptop
426
426
Total
426
426