2026-03-31-accounts - City of Dunfermline Heritage Group

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

APPENDIX 1

Trustees’ Annual Report for the period Period start date Period end date Day Month Year Day Month Year From To 18 10 24 31 03 26

Office of the Scottish Charity Regulator

Reference and administration details

Charity name City of Dunfermline Heritage Group Other names charity is known by Registered charity number SC 053714

Charity’s principal address 140 Appin Crescent Dunfermline Fife

Postcode KY12 7QS

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


			Dates acted if not for whole year
	Trustee name	Office (if any)


1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Andrew Medley	Chairperson

	Archie Frail
	Robert Swainson
	Davy Guild
	Ena Cochran
	Natalia Lumsden
	Val Grant	Treasurer
	Paul Sinclair
	MoragUre		04/11/2025
	Alistair Craig		04/11/2025

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	Name	Dates acted if not for whole year
Ronnie Collins		RESIGNED 07/08/2025






Structure, governance and management
Type of governing document Trustee recruitment and appointment

	Constitution (Single Tier)

	Interested parties are invited to attend 2/3 meetings to determine whether their interests match the ethos of the group, should they decide they wish to become a member, the Trustees will meet and discuss whether or not the person shares our aspirations and outcomes and vote to accept/dismiss the request.

Objectives and activities
Charitable purposes Summary of the main activities in relation to these objects
	a) To promote the care and preservation of Dunfermline’s historic built heritage with particular
	emphasis on Dunfermline’s medieval city centre. b) To promote the regeneration of historic buildings and areas of medieval significance: through collaboration with local authorities, property owners, and community groups, we will promote the regeneration of derelict or under-maintained historic buildings, with the goal of returning them to use in a manner that respects their historical significance and benefits the local community. c) To promote the understanding of the development of Dunfermline from medieval times to the present day

	The City of Dunfermline Heritage Group embarked on its journey with initial meetings at the Abbot House Cafe in March 2023. Under the leadership of Sheila Pitcairn, the founding Chairperson, the Group set out to tackle pressing heritage issues in the city. Key concerns included the state of Bruce Street, the accessibility of the path beneath the Palace Wall, and the condition of the Heugh Mills. Engagements with Fife Council officials helped bring attention to the deterioration of historic buildings, although many challenges remain unresolved. Campaigns and Achievements The Group actively sought the restoration of the historic path below the Palace Wall, as well as improved access to the Heugh Mills. While tentative agreements were reached regarding repairs to storm damage, the full reinstatement of the path was ultimately considered too expensive. A significant achievement during this period was the adoption of a new coat of arms for the City, a process led by Sheila Pitcairn. The coat of arms was formally presented in a civic ceremony by Dr Joseph Morrow, Lord Lyon King of Arms, in August 2024. Exploratory Activities and Discoveries Members undertook various exploratory activities, such as traversing the Bridge Street tunnel and investigating the Buffies Brae Bridge. These efforts led to the discovery of mason marks, indicating the reuse of abbey masonry. The Barrel Bridge at Outh was also examined, raising questions about its historical origins. Among other notable finds was an 1855 map in the City Chambers vaults, which related to a significant court case.

APPENDIX 1 Achievements and performance

Summary of the main achievements of the charity during the financial period
	The Group hosted and participated in several heritage events, including the Heritage Trust Network Conference in September 2024. Recognising the need for a more formal structure, the Group registered as a Scottish Charitable Incorporated Organisation (SCIO) in October 2024. The organisation’s objectives are centred on the preservation and understanding of Dunfermline’s heritage, with the founding Trustees named in its charter. Heritage Projects and Collaborations Efforts to improve public access to St Margaret’s Cave resulted in special openings for important events. The Group continues to collaborate with archaeologist Moira Greig on the ongoing Masons’ Marks Project. A major mural project, depicting Robert the Bruce and Sir Thomas Randolph, is also in progress, although funding remains a significant challenge. Community Engagement and Ongoing Campaigns During the summer of 2025, the Group organised a highly successful Scavenger Hunt, which engaged many families with local history. Campaigns to address the deterioration of listed properties on Bruce Street are ongoing, supported by local officials and MSP Shirley Anne Somerville. Partnerships and Advocacy Biannual meetings are held with Historic Environment Scotland, and the Group has secured limited funding from Fife Council for meeting space. Additional funds continue to be sought for projects. Plans for the redevelopment of the High Street Gap Site have faced resistance, leading the Group to advocate for greater public consultation and propose naming options for the new square. Future Plans Looking ahead, the Group is preparing for its second year as a SCIO. Upcoming projects include collecting wartime stories for Remembrance Sunday and launching a children’s art initiative centred on Dunfermline’s history, with an exhibition planned for 2026. Public lectures and talks are scheduled, and development of a dedicated website is underway.

Summary of the main achievements of
the charity during the financial period

The Group hosted and participated in several heritage events, including the Heritage
Trust Network Conference in September 2024. Recognising the need for a more
formal structure, the Group registered as a Scottish Charitable Incorporated
Organisation (SCIO) in October 2024. The organisation’s objectives are centred on
the preservation and understanding of Dunfermline’s heritage, with the founding
Trustees named in its charter.
Heritage Projects and Collaborations
Efforts to improve public access to St Margaret’s Cave resulted in special openings for
important events. The Group continues to collaborate with archaeologist Moira Greig
on the ongoing Masons’ Marks Project. A major mural project, depicting Robert the
Bruce and Sir Thomas Randolph, is also in progress, although funding remains a
significant challenge.
Community Engagement and Ongoing Campaigns
During the summer of 2025, the Group organised a highly successful Scavenger
Hunt, which engaged many families with local history. Campaigns to address the
deterioration of listed properties on Bruce Street are ongoing, supported by local
officials and MSP Shirley Anne Somerville.
Partnerships and Advocacy
Biannual meetings are held with Historic Environment Scotland, and the Group has
secured limited funding from Fife Council for meeting space. Additional funds continue
to be sought for projects. Plans for the redevelopment of the High Street Gap Site
have faced resistance, leading the Group to advocate for greater public consultation
and propose naming options for the new square.
Future Plans
Looking ahead, the Group is preparing for its second year as a SCIO. Upcoming
projects include collecting wartime stories for Remembrance Sunday and launching a
children’s art initiative centred on Dunfermline’s history, with an exhibition planned for
2026. Public lectures and talks are scheduled, and development of a dedicated
website is underway.

Financial review

Brief statement of the charity’s policy on reserves Details of any deficit N/A Donated facilities and services (if any) N/A

APPENDIX 1

Other optional information

Declaration

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

Signed on behalf of the charity’s trustees

Signature(s) OSCR will accept digital or typed signatures Full name(s) Val Grant Andrew Medley Position (e.g. Chair) Treasurer Chairman Date 31/03/2026 31/03/2026

Enter SC No. below

Enter charity name below

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				Period end date
	Day	Month	Year	to	Day	Month	Year

Section A Statement of receipts and payments

A1 Receipts	Unrestricted funds to nearest £ - - - - - -	Restricted funds to nearest £	Expendable endowment funds to nearest £ - - - - - -	Permanent endowment funds to nearest £	Total funds current period to nearest £	Total funds last period to nearest £
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					-
		-			-
*A1 Sub total*			-		-	-
A2 Receipts from asset & investment sales				-
Proceeds from sale of fixed assets					-
Proceeds from sale of investments		-			-
*A2 Sub total*			-		-	-
*Total receipts* A3 Payments		-		-
			-		-	-

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					-
Other					-
					-
*A3 Sub total*		-	-	-	-	-
A4 Payments relating to asset and investment movements
Purchases of fixed assets					-
Purchase of investments					-
*A4 Sub total*		-	-	-	-	-
*Total payments* *Net receipts / (payments)* A5 Transfers to / (from) funds *Surplus / (deficit) for year*
		-	-	-	-	-

	-	-	-	-	-	-

					-
	-		-
		-	-	-	-	-

APPENDIX 2

Section B Statement of balances

Details	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 £
Cash and bank balances at start of year					-
Surplus / (deficit) shown on receipts and payments account					-
					-
					-
Cash and bank balances at end of year (Agree balances with receipts and payments account(s)) Details	-	-	-	-	-	-
	-	-	- Fund to which	- asset belongs	-	-
					Market valuation to nearest £	Last year to nearest £





Details		Fund to which	asset belongs	Total Cost (if available) to nearest £	-	-
					Current value (if available) to nearest £	Last year to nearest £









Details			Total - Fund to which liability relates	-	-	-
					Amount due to nearest £	Last year to nearest £





Details			Total Fund to which liability relates		-	-
					Amount due (estimate) to nearest £	Last year to nearest £



Signature*			Total Print Name		-	-
						Date of approval

Please note - OSCR will accept digital or typed signatures

2013-04-02 Copy of Trustees AR Ap2 excel.xls / Statement of balances

December 2007

APPENDIX 2

Section C Notes to the Accounts

C1 Nature and purpose of funds (may be stated on analysis of funds worksheets)

C3a Trustee remuneration C4a Trustee expenses C3b Trustee remuneration - details C2 Grants	Type of activity or project supported	Type of activity or project supported	Number of grants made £	Number of grants made £





			Total	-

	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)
	Authority under which paid			£






	If no expenses were paid to any charity trustee during the period then cross (otherwise complete section 4b)		this box

C4b Trustee expenses - details			Number of trustees	£





C5 Transactions with trustees and connected persons	Nature of relationship	Nature of transaction	Transaction amount (£) Balance outstanding at period end (£)

			Number of	£
			trustees
C4b Trustee expenses -
details



			Transaction	Balance
			amount (£)	outstanding at
	Nature of relationship	Nature of transaction		period end (£)
C5 Transactions with trustees
and connected persons

C6 Other information

2013-04-02 Copy of Trustees AR Ap2 excel.xls / Notes

December 2007

APPENDIX 2

Additional analysis (1)

Analysis of receipts and payments

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 £
					-
					-
					-
					-
Total 2 Grants	-	-	-	-	-	-
	- Unrestricted to nearest £ funds	- Restricted funds to nearest £	-	-	- Total current to nearest £ period	- Total last period to nearest £
					-
					-
					-
					-
Total 3 Gross receipts from other charitable activities	-	-			-	-
	- 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 £
					-
					-
					-
					-
					-
					-
					-
					-
Total - - Unrestricted funds to nearest £ 4 Payments relating directly to charitable activities	-	-	-	-	-	-
		- Restricted funds to nearest £	- Expendable endowment funds to nearest £	- Permanent endowment funds to nearest £	- Total current period to nearest £	- Total last period to nearest £
					-
					-
					-
					-
					-
					-
					-
					-
					-
					-
					-
Total	-	-	-	-	-	-
	-	-	-	-	-	-

2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (1)

December 2007

APPENDIX 2

Additional analysis (2)

Receipts 5 Breakdown of unrestricted funds	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	-	-	-	-	-	-
					-
Proceeds from sale of fixed assets					-
Proceeds from sale of investments					-
*Sub total* *Total receipts* Payments	-	-	-	-	-	-
	-	-	-	-	-	-
					-
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	-	-	-	-	-	-
					-
Purchases of fixed assets					-
Purchase of investments					-
*Sub total* *Total payments* *Net receipts / (payments)* Transfers to / (from) funds *Surplus / (deficit) for year*	-	-	-	-	-	-
					-
	-	-	-	-	-	-
					-
	-	-	-	-	-	-

					-

	-	-	-	-	-	-
					-
Nature and purpose of funds

2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (2)

December 2007

APPENDIX 2

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	-	-	-	-	-	-
					-
Proceeds from sale of fixed assets					-
Proceeds from sale of investments					-
*Sub total* *Total receipts* Payments	-	-	-	-	-	-
	-	-	-	-	-	-
					-
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	-	-	-	-	-	-
					-
Purchases of fixed assets					-
Purchase of investments					-
*Sub total* *Total payments* *Net receipts / (payments)* Transfers to / (from) funds *Surplus / (deficit) for year*	-	-	-	-	-	-
					-
	-	-	-	-	-	-
					-
	-	-	-	-	-	-

					-

	-	-	-	-	-	-
					-
Nature and purpose of funds

2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (3)

December 2007

APPENDIX 3

Independent examiner’s report on the accounts V2	Independent examiner’s report on the accounts V2	Independent examiner’s report on the accounts V2	Independent examiner’s report on the accounts V2	Independent examiner’s report on the accounts V2	Independent examiner’s report on the accounts V2	Independent examiner’s report on the accounts V2	Independent examiner’s report on the accounts V2
Charity name
SC
Period start date					Period end date
Day	Month	Year			Day	Month	Year
			to
						(remember to include the page numbers of additional sheets)

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.
My examination is carried out in accordance with Regulation 11 of the 2006 Accounts 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 viewgiven bythe accounts.
In the course of my examination, no matter has come to my attention [other than that disclosed on the attached page*] 1. 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 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
				Date:

*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.

**OSCR will accept digital or typed signatures.

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