AA Rotary Club of Perth
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The Rotary Club of Perth
Annual Accounts 2024 — 2025
Trust Fund
Charity Number: $C034379
Introduction
The contents of this report and accounts remain basically unchanged from the previous financial year with a Treasurer's Report, separate financial reports on each of the club’s accounts, notes to the accounts, and the certification by the Independent Examiner. The Club is extremely fortunate that Andrew Turnbull, the Examiner for several years, agreed to continue in this role.
The Annual Accounts of The Rotary Club of Perth are produced on a receipts and payments basis (no accruals) and every effort is made to include all transactions relevant to the Rotary year from 1* July 2024 to 30" June 2025.
The Trust Account
The two main fundraising activities in the year were the Silent Auction, held in December 2024 and the Charity Golf Event, held in May 2025. Council had decided that the Classic Car Tour should not be held in 2025, but with a view to reinstating the event in 2026. Because of requests from previous participants, a car event was held, but on a much smaller scale than usual. The weekly bonus ball members’ competition made a significant contribution to funds. During the year the Club gave donations, ranging in size from £100 to £6,000, to 34 different organisations.
Note 4. Bonus Ball
The net proceeds from the Bonus Ball were £3,216
The trustees of the Charitable Trust Fund of the Rotary Club of Perth met on the premises of David Lindsay Self Storage, Perth, on the evening of Monday August 4" 2025. Three of the four trustees were present: Club President IRIN Club Secretary, Shelagh Fulton, and Club Treasurer MEE Tha relevant extract from the minutes of that meeting is: “The report of the activities of the Rotary Club of Perth Charitable Trust was submitted to the Trustees and approved at this meeting.”
2
Trust Account
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||||||||||
|---|---|---|---|---|---|---|---|---|
|Trust Account|
|2023-2024|2024-2025|
|££|
|£29,708.10|Balance|at|bank on|ist July 2024:|£|23,226.81|
|£|29,708.10|
|Receipts|
|Gift Aid|£|2,203.50|
|£|31,308.88|Silent|Auction|£|32,020.40|
|£|28,017.13|Perthshire|Classic|Car Tour|£|1,300.00|
|£|-|Charity Fayre|£|4,589.11|
|£|8,022.51|Donations|in|£|5,971.92|
|£|6,051.37|Bonus|ball|in|(Note|4)|£|4,816.35|
|£|250.00|Golf events|£|14,986.27|
|£|-|Shoeboxes|£29.50|
|£|73,649.89|£|73,649.89|£|65,917.05|£|65,917.05|
|tee|Daa|
|103,357.99|£|89,143.86|
|Payments|
|Donations,|including|specific|Ukraine|
|£|67,805.36|donations|£|51,965.03|
|£|1,450.42|Bonus|ball|prize money (Note|4)|£|1,600.00|
|Charity Fayre expenses|£|1,759.40|
|Golf events expenses|£|867.62|
|£|8,625.40|Perthshire|Classic|Car Tour expenses|£|738.00|
|£|2,250.00|Silent Auction|expenses|£|2,405.31|
|£|-|Shoeboxes|£582.99|
|£|80,131.18|£|80,131.18|£|59,918.35|£|59,918.35|
|‘£|23,226.81|Balance at bank at 30th June 2025|£|29,225.51|
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‘£ 23,226.81
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independent Examiner’s. . Report on the Charitable, Trust Account
| report on the financial statements of The Rotary Club of Perth's Charitable Trust
Respective responsibilities of the trustees and examiner
The charity's trustees are responsible for the preparation of the accounts in accordance with the
scotland) Regulations (as amended) (‘the 2006 Regulations’)
The Charity's trustees consider that the audit requirements of Regulation 10(1)(d) of the 2006 Regulations do not ap ply
It is my responsibility to examine the accounts as required under Section 44(1)(c) of the 2005 Act
Basis of independent examiner's statement
My examination is carried out in accordance with Regulation 11 of the 2006 Regulations as amended. An examination includes a review of the accounting records kept by the charity and a unusual items of disclosure in the accounts and seeks explanation from the trustees concerning
Independent Examiner's Statement
-
Which gives me reasonable cause to believe that, in any material respect, the
-
(j To keep accounting records in accordance with Section 44(1)(a) of the 2005 Act and
- Regulation 9 of the 2006 Regulations (as amended)
nave not deen met
- uncerstanaing of the accounts to be reached