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2025-06-30-accounts

Minutes of Dumfries Devorgilla Rotary Club AGM 18:30 Thursday 15 May 2025 Holiday Inn, Dumfries gaat

Dumfries Devorgilla Charitable Trust AGM

  1. Financial transactions in year to end March 2025. Treasurer reported that there had been no financial transactions in the year to end March 2025.

  2. Appointment of 3 Trustees for Rotary Year 2025/26 —

appointe

  1. AOCB - no other business

Dumfries Devorgilla Rotary Club AGM

  1. Minutes of 2024 AGM- the Secretary gave a verbal report on the 2024 AGM, which was held at Edenbank Hotel. The agenda items discussed were Appointment to 2024/25 Council nominatedPresident Elect no nomination meeting — subsequentlyJ was Service and Environment - Membership — Foundation — Youth — Publicity — Programme - Members without portio os

Subscriptions — no change in amount

Venue — Edenbank were no longer able to host our meetings, The Holiday Inn at Crichton was proposed as an alternative. Agreed to have meal nights there in May and June then makea final decision on venue (subsequently confirmed as Holiday Inn)

  1. Proposed subscription rates — The Treasurer suggested an increase to £152/ year and explained that this was only the third increase in 20 years and £116 of this went to RIBI and District. The increase was needed to ensure sufficient funds in the Club Account. The donation to Foundation would be investigated and Council would come back to members with a recommendation on amount of donation and how this amount was to be raised. In the subsequent discussion it was emphasised by members that any donation to Foundation should not come from normal charity events.

Thesecondedincrease _—_in subscriptions andwas agreedproposed withouty any objections.and

  1. Appointment of Council members for Rotary Year 2025/26. The following were appointed at the November meeting: a. President — b. Secretary — Cc. Treasurer — Appointments to be confirmed at this meeting a. President Elect for 2026/27 — nomination No other business issues were raised. — B ries Devorgilla Rotary Club

ROTARY CLUB OF DUMFRIES DEVORGILLA

BALANCE SHEET

FOR THE YEAR ENDED 30 JUNE 2025

2025 2024
£ £
Closing Bank and Cash Balances:
Club Account 3,227.34 1,736.36
Charity Account 8,193.50 6,103.00
Fireworks Account 5.29 5.17
Sponsor Account 3,916.35 3,916.35
~15,342.48 11,760.88
Represented by:
Opening Reserves 11,760.88 13,648.85
Add:
Surplus/ (Deficit) for the Year
3,581.60 (1,887.97)
ClosingReserves ~15,342.48 ~41,760.88

I have prepared the foregoing Balance Sheet as at 30 June 2025 and the annexed Income and Expenditure Account for the year ended on that date, of the Dumfries Devorgilla Rotary Club, which I hereby certify to be in accordance with the books and records and the information and explanations received.

a CHARTERED ACCOUNTANT 24 September 2025

ROTARY CLUB OF DUMFRIES DEVORGILLA

INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 30 JUNE 2025

2025 2024
£
£
£ £
INCOME
Club Account
Subscriptions 6,202.00 3,620.00
Donation - Jaybee Nursery 50.00 -
Bank Interest 24.93 50.37
Donation - Dumfries 29.00 a
Donation (N Coutts) 250.00 90.00
6,555.93 3,760.37
Charity Account
Sports Driving Unlimited - Club Donations 700.00 1,250.00
Quiz - Rugby Club - 1308.00
Bucket Collection - QoS - 310.87
AM - AM Golf 11,853.57 -
Pop Up Sho
Donationsa Santa)
Dumfries Friday Club Donation - End Polio
5,974.19

-
6,046.89
50.00
310.87
District Grants - Sports Driving Unlimited - 1,240.00
Cyclothon for Myeloma 891.23 -
Interest Received 191.25 228.05
Bucket Collection - Robert the Bruce
Donation
ollie
Shep Together
182.06
250.00
-
=
20,042.30 10,744.68
Fireworks Account
Interest Received 0.12 0.12
TOTALINCOME 26,598.35 14,505.17

ROTARY CLUB OF DUMFRIES DEVORGILLA

INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 30 JUNE 2025

2025 2024
£ £ £ £
EXPENDITURE
Club Account
RIBI Capita Fees 2,460.00 2,191.66
District Capita Fees 780.00 715.00
Guest Expenses Meals 251.00 316.55
Meeting Room Fees 30.00 120.00
Rotary Signs - 99.00
Foundation Donation 1,000.00 1,000.00
Marine Plastics Catering and Expenses 7 588.00
Sign Board - Holiday Inn 42.00 186.00
Sundry - 158.90
Two Way Radios - L53:55
BBQ Food 231.95 246.95
Prizes for College - 175.00
WebsiteRewardRIBI 50.00 50.00
Donationpo 250.00 -
5,094.95 6,000.61
Charity Account
Presentation/Meals - 7 Charity Donations 3,640.00 -
Summerhill Community Centre = 200.00
The Usual Place - Donation - 1,000.00
Rugby Club Quiz Night - 973.90
Pop Up Sales/auction Costs - 505.82
End Polio Donation - 932.61
Meningitis Research - 500.00
River of Life Christmas /Dinner - 200.20
Sports Driving Unlimited - 3,000.00
Rotary Kids Out 200.00 100.00
Railway Station Sign 390.00 390.00
Annandale Rangers - India - 500.00
St Andrews Primary School - 1,500.00
Dumfries Show Stand = 60.00
Freddie Sunshines Donation - 530.00
The Peoples Project 91.00 -
Dalbeattie Rotary - AMAM Raffle 78.57 -
Myeloma UK 891.23 =
Shona Cameron - Charnwood Lodge 100.00 -
McMillanCancerSupport(AMAM) 1,271.00 -

Step Together Volunteering

200.00

~

17,921.80

10,392.53

We're Off to Florida (Loreburn Pop Up)

TOTAL EXPENDITURE

SURPLUS/ (DEFICIT) FOR THE YEAR

560.00

23,016.75

16,393.14

3,581.60 (1,887.97)