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← Rotary Club Of South Queensferry Trust Fund

2025-06-30-accounts

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Rotary Club of South Queensferry Trust Fund
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Registered Scottish Charity SC025363

Trustees’ Annual Report for the year ended 30 June 2025

Address

19, Plewlandcroft, South Queensferry, West Lothian, EH30 9RG.

Trustees on the date of approval of the Trustees’ Annual Report:

|TrusteeName|Office |Dates acted ifnotfor|Name ofbody entitled toappoint| |---|---|---| ||whole year|Trustee| |MattPurdie|President|From 1 July2025|Rotary Club ofSouth Queensferry| |||members| |Jim McCulloch|Secretary|Rotary Club of South Queensferry| |||members| |Craig
Mackenzie|TreasurerFrom 1 July 2025|Rotary Club of South Queensferry
members| |Norman
Watson|Trustee|Rotary Club of South Queensferry
members|

Names of All Other Charity Trustees

During the financial year covered by this report the following people were also Trustees:

Neil McKinlay Past hole Rotary Club ofSouth Queensferry
President period members
Morrison Handley-
Schachler		 Treasurer hole
period		 Rotary Club ofSouth Queensferry
members
Sybille Handley-
Schachler		 President hole
period		 Rotary Club ofSouth Queensferry
members

Structure, Governance and Management:

Type of governing document:

Declaration of Trust by the Rotary Club of South Queensferry (RCSQ) was executed on 15° August 1996. The Inland Revenue recognised the Charity by letter dated 25" October 1996.

Trustee Recruitment and Appointment:

The President, Immediate Past President, Secretary and Treasurer of the Rotary Club of South Queensferry are ex officio Trustees while they still remain members of the Club. These positions are recruited from members and elected annually by the membership at the AGM, normally in

I

the November of the year preceding the year in which they take office. A fifth Trustee, who is not a member of the Council of the Rotary Club of South Queensferry is appointed by the members annually and may be reappointed.

Objectives and activities

Charitable Purposes

The charitable objectives set out in our Deed of Trust are very broad. Rotary Club of South Queensferry Trust Fund (RCSQTF) seeks opportunities to make a positive contribution locally, nationally and internationally and across all age groups and classes in society. The Trust Fund sets out to support the community of South Queensferry and Kirkliston areas and the wider Scottish and UK-wide communities under Community Service. In addition, the Trust Fund supports young people in the South Queensferry and Kirkliston areas under Youth Service activities. We also support International projects of our own and specific International projects sponsored by Rotary International under International Service. Finally, we support the Rotary Foundation, the main charity of Rotary International, engaged in global projects including Eradicating Polio Fund.

Summary of the main activities in relation to these objects

Members of RCSQ actively engage in a range of charitable and community activities, including:

To achieve our wider charitable purposes, fund-raising activities are arranged throughout the year, and the funds raised are distributed to deserving groups and to other charities. Funding requests are considered regularly by our Club Council and selected on merit.

Members also contribute directly to the Rotary Foundation charity through personal donations.

Achievements and Performance in the Report Period Local charities and causes supported in 2024-2025 include:

Nationally, in 2024-2025 we supported: e Edinburgh Food Project

Internationally, in 2024/25 we supported:

The achievements of RCSQ Trust Fund are only partly reflected in the funds raised and distributed through our charity. Our success is also measured in the visible impact on the lives of individuals whom we support, and we often receive feedback and presentations from our beneficiaries to confirm how our donations have helped them.

Financial Review

Policy on reserves

Funds raised during the year are disbursed in accordance with our priorities, with activities in support of youth services being planned in advance. Funds are allocated in response to needs as we become aware of them, while retaining some reserves to maintain a balance and to meet our anticipated support needs until the next major fundraising project. Funds raised for specific purposes are disbursed in accordance with donors’ intentions.

Details of any surplus or deficit

During the year under review, the receipts exceeded the payments by £4,992.15. The receipts included £1,254.00 in gift aid for donations received in 2023-2024 as well as £970.29 in gift aid for donations received in 2024-2025. During the year, we gave out £3,370.46 in grants and donations to various local, national and international good causes. .

Donated Facilities and Services

Members of Rotary Club of South Queensferry give their time and sometimes domestic resources voluntarily and generously in fundraising, during specific charitable events, including youth competitions and in providing stewarding at local events. During the year under review, our environmental team have been active in a variety of projects, including refurbishing the Echline Primary School memorial garden, re-landscaping the ground at Mclvor Brae, where the Guardian of the Bridges sculpture stands, and installing new benches at Dalmeny.

Declaration

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The trustees,(Fore that they have approved the trustees report above.
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Matt Purdie Craig Mackenzie
President 2025-2026 Treasurer 2025-2026
_ ¢ 7 j € a“
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Date Signed
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Date Signed
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Receipts and Payments Accounts For the year ended 30 June 2025

Section A Statement of Receipts and Payments

Receipts
Totalfunds
Totalfunds
Funds
Funds
2024-2025
2023-2024
£
£
£
£

Section B Statement of Balances

Section B Statement of Balances
B1 Cash Funds
Unrestricted
funds
£		 Restricted
Total funds
Funds
current
e
year		 Total funds
previous year
£
£
Fl
el le
start
of
year
Surplus/(Deficit) shown on
4,609.99
(1,653.17)
Receipts and Payments
 =f
ino
oieied
endof
year

Signed on behalf of the trustees

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(
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Matt Purdie Craig Mackenzie
« President 2025-2026 Treasurer 4075-208
13m Nov ZoZsSa [FY Je Fnf lS“
Date Signed Date Signed
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Section C Notes to the Accounts

C1 Nature and Purpose of Funds

The Trust Funds’ General Fund is unrestricted. The Trust Fund also receives donations for specified purposes, which constitute restricted funds. These include funds raised for the Rotary Foundation, including Foundation’s Eradicating Polio Fund, and for disaster relief for specific emergencies. The funds raised for these purposes, after fund-raising expenses and funds used for local action, are passed on to the charities for which they are raised, with directions on the use of any funds raised for specific purposes. The Restricted Fund accumulated deficit of £465.11 at June 30" 2024 arose from gift aid on some donations received for specific purposes, including purposes where the need was urgent, during the year being forwarded to the charities concerned in advance of the receipt of gift aid from His Majesty's Revenue and Customs, which had not yet been received at the end of the year. The balance of £22.30 in restricted funds at June 30" 2025 consists of funds raised specifically for Youth Services.

C2 Grants

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Grants and Donations given out from general and restricted funds, a total of £.
[From UnrestrictedFunds ss —“—‘“‘é~wLSC“‘CSCds
|FromRestricedFunds Cd CS
| T otah E2295.46
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C3 Trustee Remuneration

No remuneration was paid during the period to any charity trustee or person connected to a Trustee.

C4 Trustee expenses

No expenses were paid to any charity trustee during the period.

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_ Independent examiner’s report on the |
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a

|

Report to the trustees/members of ROTARY CLUBOFSOUTH QUEENSFERRY TRUST FUND | On the accounts of the charity forthe __Periodstartdate == Period enddate period | Day | Month | Year | Day) Month | Year | 1 duly = 2024 = to) §=—30— June 2025 — Respective The charity's trustees are responsible for the preparation of the accounts in _ responsibilities of accordance with the terms of the Charities and Trustee Investment (Scotland) | trustees and examiner | 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 Basis the Act and to state whether particular matters have come to myattention. of independent My examination is carried out in accordance with Regulation 11 of the 2006 examiner’s statement 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, | do not __express an audit opinion on the view given by the accounts. Independent | In the course of my examination, no matter has come to my attention [ether examiner’s statement | than-thatdiselesed-onthe-attached-page*]

which gives me reasonable cause to believe that in any material respect the requirements:

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fo keep accounting records in accardance 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
ve not been met, or
to which, in my opinion, attention should be drawn in order to enable a proper
Signed: understandingof the accounts to be reached, |
Name: wawdRNS | Date: LarstevB \s\2| OLS a
eaten wo — .
qualification(s) or |
body (if any): €cves
Address: Vo SC STSOe CRE
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