Rotary Club of chaber Charity Fund (known by Rotary Club of Lochaber Benevolent Fund) Charity Number SC007767 Annual Report and Financial Statements For the year ended 30th June 2025
Trustees, Annual Report For theyear ended 30th June 2025 The trustees have pleasure in presenting their report together with the financial 5taternent5 for the year ended 30th June 2025. minis rm Charity Name Rotary Club of Lochaber Charity Fund (known by Rotary Club Of Lochaber Benevolent Fundl Address clo Alexandra Hotel, The Parade, Fort William, PH33 6AZ Blnkers Royal Bank of Scotland, 6 High Street, Fort William, Inverness Shire, PH33 6AS Independent Examiner Marie Mcmillan Cert Acct Iopenl, Finance Manager, Voluntary Action Loch3ber. An Drochaid. Claggan Road, Fort William. PH33 6PH Current Trustees Malcolrn MacRaild President luppolnted 01/07/241 Donald Young- Secretary luppointedOI/07/24J Flora McKee - Treasurer luppointedOI/07/241 tructurè rnancè and Mana Consiitution The Charity is an unincorporated a550ciation founded under a Trust Deed and registeied as a Scottish Charity on the 16th May 1990. The administration arrangements are set out in the governing do¢ument. No trustees receive a remuneratlon from the fund. Appointment of trustees The Club shall have the power by resolution to nominate the persons to be appointed new Trustees of the Charity Fund but such per50n5 shall be member5 of the Club and failing any resolution to the contrary shall be the President. Secretary and Treasurer for the tirne being of the Club, for the period5 of their respective office5 and the person5 50 norninated will act as Trustees. Ob ectives Charitable purposes 11 The prevention or relief of poverty. 21 The advancement of education. 31 The advancement of health. 41 The adv3ncement of civic responsibilitv. 51 The advancernent of art5. heritage, culture or Science. 61 The advancement of public participation in sport. 71 The relief of those in need by reason of age, ill health, disability, financial hardship or other disadvantage. 81 Any other purpose that may reasonably be regarded as analogous to any of the preceding purposes.
Achlevernents and Perfomiance COMMUNITY EVENTS & ACtIVlTIES: Our first Èvents were manning the gate at the local ABricultural Show and hosting a bottle stall. Proceeds of the bottle stall were donated to the Eradicate Polio Carnpaign. In November we held our annual Christmas Festival which was a Breat su¢¢ess. Surplus funds from this event were distributed through our small grants programme and youth attivities delivery. Now in its 17th year it continues to be a much-loved lo¢al event and is well supported by the ¢omrnunity. GIRANT GIVING & DONATIONS: This year a total of £5,956 was distributed through our benevolent fund. mostly to support local Causes. however as part of Rotary International. we also support international initiatives. On an annual basis we sponsor our Music Festival, Young Musicians of the Year Competition, our local VOSCARS which is an award ceremony recognising volunteers and voluntary organisations throughout Lochaber. We do this in partnership with lo1 organisations and schools. This year the Music Festival did not tske plac& but we are informed it will be going ahead in 2026. This year two grant5 were awarded from the Kenneth MacPherson Fund which we administer. The fund 5UPPOrt5 aspiring young rnusicians in Lochaber High School to further develop their music abilitie5. YOUTH ACTIVITIES-_ Overall, we had a good year, the highlight being the huge number of entries. 162, for our"Young Writer Competition and in p4rticular. the level of achievement of our Winner gaining third place at the All-UK and All-lreland level. After winning both the Lochaber level and the Scotland-south level of the competition, she then competed against thousands of entries from the 1.500 Rotary Clubs in Great Britain and Ireland and achieved an amazing third place. Plang for future period The Rotary Club of Lochaber is committed to continue with its charitable support over the next year. The aim of the Club is to increas& its membership which will help share the workload over all the ch3ritable activities we are alreadv committed to and to review these activities 8nd investtgate new ventures to enhance our programme. All our fundraising 8nd community work is only made possible through the enormous amount of volunteering hou g¢ven by all Rotarians, family, and friends, and of course the generosity of our community. xem tlons from Dlsclosure There are no exernption5 frorn di5c105ure. unds held as tustodlan trustee on behalf of other There are no funds held as custodian trustee on behalf of others. This report was approved by the Trustees on i T OfL2025. Name of Trustee Oate.. I'l 2
Rotary Club of Lochaber Charity Futtd Charity Number SCI)07767 lttdep¢odettt examioer's r¢pDrt to th¢ trustees ots th¢ uouditrd ac¢o¥ttrs of Rotry Cl¥b Of IA>chabtr Charity Fuod (knowu as Rotary Club Of Locb#ber Beoevi>leui FuDd). I rery)rt on the 2ccounts of the Charity for the year ended 30th June 2025 which 2re set out on pa8e$ 5 to 8 ReBpcctive respoDSibilities of trn8tc¢ iDdepcudcut cxamiuer The chanty's Ttustees are responsible (01 the plepaixtM of the accounts In 2ccoidance with the teims of the Charit$ and Ttustee Investmeni IScot12ndl Act 2LK15 and the Ch8rits.4ccounts IScot12ndl Regu120ns 2ffl6. 1be ch211ry trusrees cOnSer thai the audit requirement of Regulgtion 10111 Idl of the 2006 Accounts Re8ulations does not apply It is my responsibdiry to exa[ne the accourtts as reguired urKler sectK)n 4411) Icl of the Aci and to state whether partlCLJar matErs have come to my atterttion. Basis of iDdepeadeDt examiDer'5 Statement My ex8m11trt IS C2rrd out in accordartce with Re8ulatiort 11 of the Charities Accounts l.£cotlandJ Re8ulaiiort$ 21Th)6. Art ex7n]Ination includes a reVW of the accounDng records kept by the charity and a companson of the accounts presented with those records. 1¢ 0150 tiiclude5 con%ideraiion of any unusu81 Iiem5 or disc105ures fft the accounts. seeks exylonations Irom the rrusrees conceming any such fftattets. The procedures undertsken do not provide 211 rhe evidente that would be requjred In an 3udLt. 2nd consequently I do noi express an audiE Op10 on die vtw given by the sccow'.rs. Ittdtpettdettt exmi#tr'$ 8ta¢tmtts¢ In the course of my ex8mio*iK)n. no rnatitr has come to my attention.. whichgives me reasonable cause fo believe thai in 2ny m8ieLi21 respeci the requirements". to keep accountin% ttcords In accordance With sectiorl 4411) lal OF the 2005 Acr and ReRulation 4 of the 2006 Accounts ReIstns, 2nd to prepare occounts which accord with tht accounijngrecords and comply With Rtgularion 9 of the 2QM)6 Accounts Regulatn5 have not been met. or to which, tny opinion, attenrion should be dt2wn In order to enable a proper undetst2Admgof the accounts ro be reached. Marie Mc. Dare".- PIlie mlage loluniory Action Loch¥ber An Drochaid, Road Fott William PH33 6PH I Cert Acct (Openl 2025 VOLUN7ARY ACIION tOCHA8EP
RotryClub of lJ)chgber Charity Fund Receipis and Paymenis Aecourtts For the yegT ended 30th Jutle 2025 Chaiiry Nurnbtr SC007767 Yt4r Yt4r ¢0 Ye4r to Y¢at to 2025 2025 202S 2024 Uftrestricted Restricted Total Total Receipts Note GNnts and Donation6 Giants DonatnS 520 3,706 Bank ititerest received Fund Rai5illg Golf_Ill-.111 Lunchts Diher PuodrAisin8 IotnSOnS PxckthR 4.370 ?39 896 896 680 40 5.863 Polio CAmpxi XJnRs Festii. Bwk SBle 9.807 601 140 601 1411 lJnwresented Cheques Trading Rectipt9 OtheT Chaiit4bit Atliviiie$ TO1 RtC¢Lprs 16.553 16,5S3 16.3 Pyments chitable Activiiies 1,300 ijoo I J89 EKpenditUTe 'ovrh.4ctyvities Comtnuninp 8ventg Spon50r5hip GrAiit & Dortations DonAthon- Pobo Xmas Festival Co&ts SAntA's GIOttO - Tovs Posix%e & StRrioneri' 2J68 358 250 358 •iO 466 8,014 iOO 500 3.819 3,891 734 48 elrBoz .4dverhsin8 590 ?90 4?7 Gtsveittance Co$1$ Independtrtt Fxammariort lio 150 loo Total Paymenis 14,3?) 466 14,791 1).796 rplusl(De6cirl tot the loaibefoft ttansters l-tartsftts bcluyttrt 14661 1.76• i94 SU15/{DefieIt) forthe ytar ?? 466 ?94
Rotary Club of IA)chabetCharity Fund Receipts and Pa)rynent8Accounts For (he yeat ertded 30ch Jurte 2025 Challty Number SC(M)7767 Year to Year Year to Year to 2025 2025 Totsl 2024 Toial Unresirictcd Rcsiiicied Stairf4l¢nt of B¥laTLC¢S- as ui 30ih Junc 2025 Opening cath at bank and fft hand 1,857 13,988 13.394 Add Income 553 28,684 14,325 16 53 3041 14,791 16.3 29.784 15.796 1,857 466 1£ss Et'pendiwre Trdn5fr csing cash at bgnk and in hgmd 13.988 Bwjk wd Cash BalwJ¢e$ Bgnk Trtlsurer's Account OutstAndInglodrneftts Oulstanding che9ues Petty cash 14.359 I,J91 15,750 14.128 9&.10 750 Signedon beh4]f of1 Tru$tees Name.. Fjora McKee. YaSurer Date.. I fL DE£2025 The note5 OD pa8e5 7 and 6 forn) Part of the8e finTrO 5tatetnentS
RotAry Club of Lochaber Charity Fund Ctwity Number SC007767 Notes to the accounts For the yegr ended 30th June 2025 l Basis of Accounting These accoiints hRve beui ppAred on the Receipts Rnd Pa}Thents bRSi$ in attordAnce with the ChRnnes &Ttu$tee Int'estrrtettt (kotlirtdl-lct 2005 as the Ch8nttes.Iccourtts (Scotl)dI Reguknts()ns lis AmendÈdl. 2 Nature and purpose of funds Llntestrtcted fvrtds are those that may be used At the discretion of the ttustees In &rtherArtce of the objecTS of the chxrityè. The truste tnaintAin A Sgle unresmcted nd for the dA}'_to-dAy Nnning uf the Chariry,. Resrr¢Ted fvnds tDxy 0Y be used foi %pe¢ific Pu0$¢$. Restricllons Anse when %pecifd by dortoi 01 whert fvftd$ itr f41sed foi specific putposes. 3 Related party transactions No retnunerallon WAS paid to rhe trustees 01 any conneLied persons d8 the veAr12024.. £NILI. 4 Grant$ Ullr£stricted Funds Restricted Fw)ds Total 2025 Total 2024 GrRnts 5 Donations Unr¢stticted Fund8 R¢stii¢ted Funds Tot#1 2025 Totaj 2024 520 956 1,750 5(K) S(Y) 3.7C ,IIiSC Donations Fetguson TrAnspott- Reindeer PArAde G.4 BAmie- XmA5 FA}rre IOWI ScodAftd - Golf.11-All 520 520 520 T18ft betv¥eert fvnd$ There were no trAnSfe betweeo tunds during the year12024.. £601. 7 Governanee Costs UnTesicted Funds Restricted Funds TotAi 2025 Totsl 2024 150 150 Independent Exiffli[tioQ 150 150 8 Voknnteer& The tstee8 Wuld hke to tecotd their thAnk£ to All the i[UrtteeÉS who dethcAte a Swijficxnt imourttof time for rto remunerAtion to the charitS'.
9 Unrestricied Funds At 1st Juty 2024 At 30th Jurte Outgoing Transfers 2025 14,39 j r14 3?5 ITJtoming 16,553 Llnrestncted Frtds 10 Restricted Fwids At 1st July 2024 At 30tlx June 2025 Ouwting Tran8fer$ 466 466 KeTITieili MaiPlietSOTi Meilloiial TTUSI 1,857 1,857