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2025-10-31-accounts

THE ROYAL BRITISH LEGION SCOTLAND

DUNFERMLINE BRANCH

Receipts and Payments Accounts

For the year ended 31 October 2025

Charity Number: SC021173

APPENDIX 1

Trustees’ Annual Report for the period Trustees’ Annual Report for the period Trustees’ Annual Report for the period Trustees’ Annual Report for the period Trustees’ Annual Report for the period Trustees’ Annual Report for the period Trustees’ Annual Report for the period Trustees’ Annual Report for the period
Period start date Period end date
Day Month Year Day Month Year
From To
1 11 24 31 10

Office of the Scottish Charity Regulator

Reference and administration details

Charity name Royal British Legion ( Scotland) Dunfermline Branch Other names charity is known by Registered charity number SC 021173

Charity’s principal address 60 New Row Dunfermline

Postcode KY127EF

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

Name of person
(or body) entitled to
appoint trustee (if any)
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
Reginald Hall President
Norman McGregor Chairperson
David Arnott Treasurer
David Benyon Secretary
William Rolland committee member
Charles Pratt committee member
William committee member

1

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
Structure, governance and management
Type of governing document
Trustee recruitment and appointment
Legion Scotland Constitution - Dunfermline Branch

Legion Scotland Club Rules - Dunfermline
Legion Scotland Handbook
trustees are recruited and aointed in line with the Roal
pp y
British Legion constitution, Candidates must be members in
good standing, proposed and seconded by existing members,
and elected at an Annual General Meeting or Special General
Meeting. Co-ooption may be used to fill vacancies between
elections, subject to confirmation at the next AGM.
Objectives and activities
Charitable purposes
Summary of the main activities
in relation to these objects

2

APPENDIX 1

Achievements and performance

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

During the financial period, the charity delivered a wide range of activities that advanced the Royal British Legion's purpose of supporting serving personnel, veterans and their families. Regular veterans breakfasts, weekly support sessions and accessible meeting spaces provided practical and emotional assistance, helping reduce isolation and strengthening community connections. Specialist agencies were hosted on site to offer targeted advice, ensuring members received appropriate support. The Branch successfully organised Remembrance parades, commemorations and coordinated with Poppy Scotland fundraising, maintaining our role as a focal point for civic remembrance. Our affiliated pipe band practised regularly, competed externally and performed at local services and events, enhancing community engagement and preserving tradition. Significant progress was made in modernising our ageing building, where the upper floor was fully stripped back and mould and structural issues addressed to create a modern office and meeting room with a private bathroom, improving our operational capacity and providing a safe professional space away from public areas. Social activities delivered through the Club including cabaret, bingo, dinner dances and community use of the function hall promoted wellbeing and strengthened social cohesion, while sessions for adults with support needs and social afternoons for senior citizens ensured our facilities remained inclusive and accessible to the wider public. A notable achievement was the recognition of our Chairman at the Dunfermline Press Community Champion Awards, where he received the Heart of Gold Award for exceptional service to the Armed Forces community and for creating a welcoming, inclusive venue that benefits the wider community.

Financial review

Brief statement of the charity’s policy on reserves

Details of any deficit
Donated facilities and services (if any)
no deficit

3

APPENDIX 1

Other optional information

Declaration

----- Start of picture text -----
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
��������������������������
������������������������ Norman McGregor David Arnott
���������������������������
Full name(s)
Norman McGregor David Sinclair Arnott
Position (e.g. Chair)
Chairman Treasurer
Date
13/7/26 13/7/26
----- End of picture text -----

4

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Enter charity name below Enter SC No. below THE ROYAL BRITISH LEGION SCOTLAND DUNFERMLINE SC021173 BRANCH

BRANCH
Receipts andpayments accounts
For the period
from
Period sta rt date to Period end date
Day Month Year Day Mon th Year
� ������ �� ���� �� ����� �� 2025
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 135 - - - 135 116
Legacies - - - - - -
Grants - - - - - -
Receipts from fundraisingactivities - - - - - -
Gross tradingreceipts - - - - - -
Income from investments other than
land and buildings
- - - - - -
Rents from land & buildings 200 - - - 200 1,000
Gross receipts from other charitable
activities
191,422 - - - 191,422 159,498
- -
A1 Sub total 191,757 - - - 191,757 160,614
A2 Receipts from asset &
investment sales
-
-
Proceeds from sale of fixed assets - - - - - -
Proceeds from sale of investments - - - - - -
A2 Sub total - - - - - -
Total receipts
A3 Payments
191,757 - - - 191,757 160,614
-
-
-
-
-
-
-
-
-
-
Expenses for fundraising activities - - - - - -
Gross trading payments - - - - - -
Investment management costs - - - - - -
Payments relating directly to charitable
activities

162,860
- - - 162,860 162,138
Grants and donations - - - - - -
Governance costs: - - -
Audit / independent examination - - - - - -
Preparation of annual accounts 450 - - - 450 600
Legal costs - - - - - -
Other - - - - - -
-
**A3 Sub total ** 163,310 - - - 163,310 162,738
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
163,310 - - - 163,310 162,738
28,447 - - - 28,447 2,124)
(
- - - - - -
28,447 - - - 28,447 2,124)
(

Page 6

THE ROYAL BRITISH LEGION SCOTLAND DUNFERMLINE BRANCH SC021173 Section B Statement of balances

Categories
Signed by one or two trustees
on behalf of all the trustees
B1 Cash funds
B2 Investments
B3 Other assets
B5 Contingent liabilities
B4 Liabilities
Details Unrestricted
funds
to nearest £
63,462
28,447
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 - - 63,462 65,586
Surplus / (deficit) shown on receipts and
payments account
- - 28,447 2,124)
(
-
-
Cash and bank balances at end of year
(Agree balances with receipts and payments
account(s))
Details
91,909 - - - 91,909 63,462
-
-

-

-

-

-
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 £
Furniture,fittings and equipment (at cost) GEN ERAL 8,891 8,891
Stock GEN ERAL 1,500 1,500
VAT refund GEN ERAL - 831
Details Total
Fund to which l
- 10,391 11,222
iability relates Amount due
to nearest £
Last year
to nearest £
VATdue GENE RAL 2,248 -
Details Fund to which l Total
iability relates
2,248 -
Amount due
(estimate)
to nearest £
Last year
to nearest £
Signature* Print Name Total -
-
Date of
approval

Page 7

THE ROYAL BRITISH LEGION SCOTLAND DUNFERMLINE BRANCH

SC021173

Section C Notes to the Accounts

C1 Nature and purpose of ONE GENERAL FUND FOR THE UNRESTRICTED PURPOSES OF THE CHARITY ONLY. funds (may be stated on analysis of funds worksheets)

C3a Trustee remuneration
C4a Trustee expenses
C3b Trustee remuneration -
details
C2 Grants
C4b Trustee expenses -
details
C6 Other information
C5 Transactions with
trustees and connected
persons
Type of activity or project supported Type of activity or project supported Individual /
institution
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 �
Nature of transaction Number of
trustees
£
Nature of relationship Transaction
amount (£)
Balance
outstanding at
period end (£)

Page 8

SC021173

THE ROYAL BRITISH LEGION SCOTLAND DUNFERMLINE BRANCH

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 £
Donations 135 135 116
-
-
-
Total 135 - - - 135 116
- - - - - -

2 Grants

2 Grants
Unrestricted
funds
to nearest £
Restricted funds
to nearest £
Total current
period
to nearest £
Total last period
to nearest £
-
-
-
-
Total - - - -
- - - -

3 Gross receipts from other charitable activities

Unrestricted
funds
to nearest £
Unrestricted
funds
to nearest £
Restricted funds
to nearest £
Expendable
endowment
funds
to nearest £
Permanent
endowment
funds
to nearest £
Total current
period
to nearest £
Total current
period
to nearest £
Total last period
to nearest £
Bar operations 191,422 191,422 159,498
-
-
-
-
-
-
-
Total 191,422 - - - 191,422 159,498
- - - - - -

4 Payments relating directly to charitable activities

Unrestricted
funds
to nearest £
Unrestricted
funds
to nearest £
Restricted funds
to nearest £
Expendable
endowment
funds
to nearest £
Permanent
endowment
funds
to nearest £
Total current
period
to nearest £
Total current
period
to nearest £
Total last period
to nearest £
Bar costs 111,705





111,705










91,881
Insurance and licence 2,990 2,990 2,230
Building costs 29,934 29,934 60,620
Telephone costs 816 816 765
Miscellaneous 7,465 7,465 4,142
Entertainment 2,000 2,000 500
Donation 8,400 8,400 2,000
-
-
-
-
-
Total 163,310 - - - 163,310 162,138
reference error - - - reference error
#
-

9

SC021173

THE ROYAL BRITISH LEGION SCOTLAND DUNFERMLINE BRANCH

Additional analysis (2) 5 Breakdown of unrestricted funds

5 Breakdown of unrestricted funds
Receipts Unrestricted
fund 1 - enter
name of fund
below
General Fund
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 135 135 116
Legacies - - -
Grants - - -
Receipts from fundraisingactivities - - -
Gross tradingreceipts - - -
Income from investments other than land and buildings - - -
Rents from land & buildings 200 200 1,000
Gross receipts from other charitable activities 191,422 191,422 159,498
Sub total
Receipts from asset & investment sales
191,757 - - - 191,757 160,614
-
Proceeds from sale of fixed assets - - -
Proceeds from sale of investments - - -
Sub total
Total receipts
Payments
- - - - - -
191,757 - - - 191,757 160,614
-
Expenses for fundraising activities - - -
Gross trading payments - - -
Investment management costs - - -
Payments relating directly to charitable activities 162,860 162,860 162,138
Grants and donations - -
Governance costs: -
Audit / independent examination - -
Preparation of annual accounts 450 450 400
Legal costs - -
-
-
Sub total
Payments relating to asset and investment
movements
163,310 - - - 163,310 162,538
-
Purchases of fixed assets -
Purchase of investments -
Sub total
Total payments
Net receipts / (payments)
Transfers to / (from) funds
Surplus / (deficit) for year
- - - - - -
-
163,310 - - - 163,310 162,538
-
28,447 - - - 28,447 1,924)
(
-
28,447 - - - 28,447 1,924)
(
-
Nature andpurpose of funds

10