oscr start date Mcfflth Y• P¢nod ènd date Year 2025 From 12 To Offl¢t of1 Scottish Charlty R•qul•tor Reference and administration details CharSty naffl• Oth•r nom chrlty l• krown Guthrie Henltyo SCIO R•gbt•r•d eharfty nurnb•r Chrfty'• prln¢lp•l •ddrn SC053639 rjo Aber(¥imy Hou Criell P•rtf4hir• Po•tcod• PH7 3NQ N•mM ol th• ch•rlty Iru•t•M on dat• ol pprov•l ol Tru•tw•' Annual R•port lkn• ofp•r•on . (¢x.body) •nlll•d tr) •ppplnttnMt••111 • Tr r•ni• Ernrna DNmmond M•Y Rem•ny Royle Carrie Guthri&WhlUow Cha bella Jona8 Tr••Wr¥flIfj Ch Vanctr Guth Brian Rarnsoy 10 11 12 13 14 15 16 17 18 20
Reference and administration details Namos of all other chartty tru•teg• durlny tho pgrtod, If any. Ifor •xample, th0 who re•lgno(I port way through the financlal perlodl structure, governance and management Typ• of govérnlng document Trust80 recrultm•nt and appolntm•nt SCIO Constitution The appointment and retirernenl of tru$toes Is governed by the constrtution. The board of trustees may at any tirne appoint a person lo bg a charity trustee by way of a re$olubon passed ty majorty vote at a trustee board meeting. Objectives and activities Charitable purpose5 The objects of the SCIO are lo'.- lil acquire and preserve as a ¢ommunity asset the hi3toric Guthrie thur¢h buikjing at Guthrie Pari3h Church, Guthrie, Forfar DD8 2TP', lill make the building available lor any ec£le8i8sb'cal purposes required by the comrnunity 5utr as funeral, weddings. christening or other appropnale purposes." and liiil liiil to advance public education and appreciation on the history. ur• and heritage ol ttrE Gthdè clan and surrounding araa. For the purposes of the 2005 Act the following charitsble purposes are the charitable wrpo$es identified a5 applicable from section 7 of Ihg 2(X)5 Act are.'- 5.2.1 the adVanment ol art$. herrtage, cAJlture CK stserKe,' 5.2.2 the advanTrrnenl of ci11zènship or cornrnunty devek)pment', and 5.2 3 the advancement of religion. Summary of the maln GvItIe8 In r•latlon to these objects The charitable purposes of tme Guthrie Heritage SCIO is to ensure that the church remains open or worship. ghering and heritage xploratlon,
Achievements and performance Summary of the maln •chlevemerth of Septwnber 2024" W¢ lebraj the registration of the Guthri¥ H¥rita9e th• ¢harlty durlng th• Ilnanclal perlod scio Awl 2025.. Guthrie Heritage SCIO t>)mplgt8d on the wrchase ol Guihrie Church_ June 2025.. Hosted the Gutthe Heritsge offiii81 launch event at Guthrie Church, attended by over 80 Feorje. Brian Ramsay held the first service in Guthrie Churth under the new tr•mership of the GH SCIO. The Guthrie Heritage SCIO websrte went INe. Sèptember 2025.. We partne wth ScoV8nd $ Churi*es Trust to rerd the Church as part of a natnal elfort to record. pr¢rVe aThJ d(Kument the contents across Scouand's churches. Financial review Brlef statem•nt of th• charlty's poIIcy on rès•N•8 Sirr2 thanty 1$ $b"Il f¢latr¥ety the TnJ8tees Ikgve not $$tsblished a i¢y rèser¥6s. th• ¢harty is firnity estaJlishèJ the Trust¢&s intend to rev necessary reserves then agreè an appr0ptfj reserves Oity. At the period end the chanty had dos¢ng reserves of £35,633 whith the trustees con&der to te leas0b fty th• tsme b&ng. Detall8 of any d•fl¢lt Don•tsd fadlltl•8 and s•Thlce8 {W any) No
Other optional information At the year end the company had reserye$ 01 £35,833. Declaration The tnMtee¥ do¢larn that they hav? 4pprov•d th• trust•M' report abo. Slgn•d on behalf of th• ¢harlty's trust•eB Slgnaturo(•1 Full namdsl Arabella Jo Posltlon l•.g. Ch¥lr} TreasurefIv Cha 2Tr June 2026
cr Ettv * bth¥ Guthrie Heritage SCIO SCO63639 Recelpts and payments accounts Forth•p•rlod 5EptEmbEr SepttmbEr 202$ Soction A Statement of receipts and payments Uhf•8trd lund Tot•1 lund• Tptsl fund¥ t p•rtod lundl •ndowm•ni fund• •ndovTh•nt lund• r•DM¢ Al R•c•l Don•iioni 7•M13 74llJ GrJnl& Oth•rin¢xJrn Fiè¢Ip16 trom lunJrolT osstradlTh Kom¢ from fft¥8#meniiothgithan Rènis Irom I1 & builthn GtoSsfe¢S ttom oin¢rthodtabl? AtieS Al Sub lol•l 79NI3 A2 Rqcplpts frorn •¥•vt& Inv•Blmolltsih•A Pruce5fMrn Otfixed 886¢ts PtrJ¢èd$lrom otlDvoStnts A2 Sub roWr•cpl 79AI) 7•MIJ EX$9$10rfvDthISlg Gros6 trthjngpaymefflts PaYMBntBtBg thre&iyto atJiwUè$ GFanls and thnauons 1h72 IN73 GoVqrnC¢6t$ Aud1 lffld9pendeTrtam1rhIb0n Legal cosi$ A3 Skth lotal 1872 A4 Nl4iJngto••••lind In¥g•tm•nt mov•mDnt• PJraas49SOt 42,NO 42,71Jl A4 Sub fvt•l 42.700 42,7Qts Tot•lpaynMft*s 41,1•0 .i•o •tr•c•lpts i[pJymhtsi J¥.1 AS TrnnAf•T• tol (fmml ftJnd• SurpluJ l(defl¢lll flvymr Ji 33
APPENEIXI Guthrie Herits e SCIO Section B Staterneni of balances SC053639 T¢tsl I**t&d B1 C41h fvr Jl.4SJ 13 2 IhvV4tmMts To 83 Oth•r••••t• 7Q• JONJ JOAJ2 Tatsl n,14D Ta b¥ D•t• ¢1 Arabdla Jones 2J•226
APPENOIX2 Guthrie Herltage SCIO SCO53639 Section C Notes to the Accounts C1 Nature and purpose ol fund8 Im8y b8 St8tsd on analysis olfun(ts vthsh8818} All fvnds are unreslriGted. Typp ot a¢iNty or project $upported Numbbrof9raThts mDJ• C2 Gronts Total C3a Trust•e remunorntlon WTKI remun0 wa$ pad durin9 the period 10 ary charY tsu8t88 or(¥8 connected lo a tnjstee cross this box loth8r¥Mse Com819 5ectKin 3bl Authority und¢r whlch pald C3b Ttse remunoratltsn- dota118 C4a Tw$¢ •xp•ns•8 Ir N) eyrbs8s wwe paid to 8ny ch•rity trustee during th¢ pemd then cmss Ihk8 box lother*i8e rpte section 4bl C4b Trust •xp•n$•s. detalls Nature ol rolationshi Naiiiyo of iransactlon tyd •nd S Tr•n$a¢tlc+ns wlth tru8tO88 and connected Pornons C6 Other Infonnatlon X>26 RIP Notyi Dbr207
APPEP4DIX2 2026 R&P l Not•8 DKfjrnb*r2007
peNLIX2 Guthrto Herltsgg SCIO SCO53839 ol 4nd p4yrn•i*• rn11J ,•iJ T& Y44bsR• IA72
Guthrf• H8rltsge SCIO SC053639 6 Orur•1•d1n 7•fv1J 7•mJ rn•15 x••dsTftsm 011$¥r•ts Strb •) Pl 701
APPENDIX 3 oscr Office ol the Scottsh Charfty Rog•tOr Independent examinerfs report on the accounts Report to th• thty rn tru5to8slrn•rnrn of Guthr Herit SCIO Regl•t•rnd charlty SCOS3639 numbwr On thg accounts of th• charlty for th• p•rlod Peri¢)J start da P&ri¢)J end date Y68r 12 SBPtemt•r X)25 S•t out on p•g•• RMp•¢tlv• Thg tharty's trusl88s are re$porw for Ihe preparatb)n of the accounts in aLLordan¢e r••pon8lbilllle• of wth the terms of th? Ch$rEts aThJ Trustee Investment (SCOand) 2CK)5 Act and the tru¥t8ea and •xamln•r Chanties Accounts Iscollandl Regulabons 2C la5 amendJl. The charty trustees consthr that the audit requirement of Regulation 10111 Idl of tha Accounts Regulab'ons tjces not apply. It my respsiblty to èxamine the accounts as wuired undèr sects.on 4q11 Icl of th? A¢t and to slate whether parbr#Jlar matters havg Cgmè to my att6nth)n. BasS1 of Snd•p•nd•nt My examinatK)n 15 olrt in accordance with Rg3uUqtv)n 11 of thè Chanbes •xamlngrf •tatsm•nt knounts IScoU8ndl Regulab.¢$ 26 las amended) An èxamination includes a review of the aCCnting records k8pt by th8 charty and a cornparison of th• accounts presented wth Ihose records. It aL80 Indudes ¢nsidwatson of any unusual itgms or isdosures in the aUnts arKI sèeks &xplanatrJn5 from th8 trustees concerning any suth m8ttOlS. The procedu$ uThJertaken do not provida all trle evhdence that wtyuld ba ffoquired in an audr( and. o)ns8quèntty. I do not express an 8udrt opinion on the èc£ounts. Indopgnd•nt •xomlMf• In b)e course of my wminab"¢)n. no matter has c(wne to my attention lother than that •t•t•m•nt di8dc¢gd on the attxhe4J ptye"I whth gNes me reason•blo causa to beleve thJt in any rnatsrial respect thè re]uirernents." to keep accounb"rJ rewds in a¢¢ordanc wrth Sects' 4q11 lal ol the 2CK)5 A¢t and RegUlan 4 of the 2C(6 AcccMJnts Regulations las amended). to preparè accounts whh accord wrth the accounbng rgcords and corn wllh R8gulabon g of the 2C(6 Aints ftegulatio arnendedl have not m¢L or 2. to whith. in my opinion. attenDon shoLld be drawn in ller to enable a prnr uTrderstandirvJ ofthe acw*nts to be reached. Slgn•d: Dalo: 23rd June 2026 Nam•: Kevin Cattana¢h R•l•v•nt proh•ilonal qu¥llfle•tlon{•l or body Chartered Accountant lit any): Addr•••: 14hiteLaw Wel Ls Chartered Accoiintants 9 Ainslie Place Edinburgh EH3 6AT
APPENDIX 3 Disclosure section Onty Mpte rfthe examiner nee{1$ to highlbJht material problems. Glv• h•Y• b•f d•tall• ol any It•m¥ th¥t th• gxarnlnor wlih•• to dhclo•e