APPENDIX 1 oscr._ Period start date Month Year 12 2024 Period end date Month Ye 11 2025 Day 01 Day 30 To Office of the Scottish Charlty Regulator Reference and administration details Charlty name Other names charity is known by Registered charlty number Charity's principal address The Alec Lucas Memorial Fund SC 043175 37 Old Town, Peebles Postcode: EH45 8JE Names of the charity trustees on date of approval of Trustees, Annual Report Office (rf any) i Dates acted rf not for wholo yoar (or body) entitled to .. Ms Julie Dick ! Chaiman Secretarytrreasurer Miss Hilary Clarke Miss Cara Lucas Mr Adrian Lucas Mr Jimmy Moffat Mr Rab Stewart 10 11 12 131 14 15 16 17 18 19 APPENDIX 1 Reference and administration details Names of all other charlty trustees during the period, rf any, (for example, those who resigned part way through the financlal perfod) Name . Dates acted If not for whole ear Structure, governance and management Type of governing document The committee usually meet quarterly, indusive of an AGM, to arrange the toumament and do a success review after the toumament. Trustee recrultment and appointment Objectives and activities Charitable purposes We raise furxjs through various fundraising activities and distribute financial support to Royal Marine Charities and local sporting groups Summary of the maln activlties In relation to these objects FurKlraising activity has been scaled back to interested parties carying out activities arKJ donating funds to our charty. We also l)old a small annual toumament arKI each team plays to win a trophy, each team pays an enty fee to enter the toumament, this is our income. APPENDIX 1 Achievements and performance Summary of the main achievements of the charity during the financial period Donations Paid out of £1100 Memorial Toumament Financial review Brief statement of the charity's policy The charity retains a reserve, sufficient to commence the following years on roserves fundraising events. Details of any deficft Donated facilities and services (rf any) APPENDIX 1 Other optional information Declarationzdz The trustees declare that they have approved the trustees. report above. Signed on behalf of the charfty's trustees Signature(s) Full name(s) Miss Hilary Clarke Position (e.g. Chair) Secretary l Treasur Dato ( E/ 07 /aoa APPENDIX 2 er ciwlty Alec Lucas Memorial Fund SC043175 OSCR Receipts and payments accounts For lh• p•rfod S(otith Charty Regulator 01 2024 N(wembe 2025 Section A Statement of receipts and payments Unrnstrlcted Expendable pern￿nent Total fur Total furMJ$ last A1 Recel Legaci Grants 150 150 Gross traclng recepts and buildings Gross receipts from other chwrtd)le total 150 150 Proceeds from sale of ftants donalions 1,100 Auclt I rthpendent examnabon Preparab'on of arrnal xc(xmts costs A3 Sub total 1.326 1,326 A4 Payments r*Ur4J to asset and Purchases of fred assets Purchase of ¥Nestrn•nts A4 Sub total Total payrn￿ts 1.326 1,326 1.176 A5 Transfers to l (from) funds Surplus / (deficlQ for yvar 1,176 Alec Lucas Memorlal Fund SC043175 Additional analysis (3) Pestylrtsd Re%tri£t•d ftrAa R￿tI}Ck￿ ftm - •rtrtsli 3 - t'.4tst' nJrne d 4 - al . •r>to". Trfjjnv ot Grants from Rerts frcth l•nd & . 100 150 R•c 100 160 paym￿ts L•gal cc6ts CTCM ref errc 178 Nature and ol lunds Alec Lucas Memorfal Fund SC043175 Section B Statement of balances Tolal cuttffit Categori•6 Detalls B1 Cash funds 7.118 7,116 l (do￿) rK•¥ts and 150 160 O•ta•ls T￿1 Details Tatal Det•il• B4 Uabllll•s T￿*1 C*tails Trtal Slgnod by one or two trust• SIw￿lur• approval 11.24 >>11. 25 OSCR PW¥ERS I SI*1•￿ rfb•hwK•s APPENDIX 2 Alec Lucas Memorial Fund SC043176 Section C Notes to the Accounts C1 Nature and purpoM of funds (may be stated on analy&s of fvnds wort(sheets) The Alec Luca8 Memorial Fund raises furKls through a Football Toumarnent and distn'txrtes financial suP￿rt to Royal Marine Charth'es and local sports'ng grouF6. There are no restnction8 on any of the monies raised. Type of actlvlty or project supported Kllvldual l ol grknts ￿￿titUtIon C2 Grants None Total C3a Trustse romuneratlon If no remuneration was Pa￿ dunng the pericrf3 to any chanty tntstee or pernon connected to a trustee cross this t￿X (otherw complete Sect￿ 3b) Authority under which paid C3b Trustè• remuneratlon - details C4a Trustee expenses If no expenses were paNd to any chanty tnjstee durirYJ the perh￿ then cr086 thts box (otherwise complete seclion 4b) tr￿tee8 C4b Trugtoe expenses - details Trm•actlon amount (o ¢xrt•taTrJiThJ at riod •rnl Nature of relationshi iatuie of transaction C6 Transactions with trustees and connect•d porsons C6 Other infonnation 11-24 b J>11- 25 OSCR PAPERS l Ncrt•• Alec Lucas Memorial Fund SC043175 Additional analysis (1) funds T¢Aal 2 Grants Total l•*t fi¥¥•o Tcl Tdal 801 Cc•ts 11.24 trj X%11. 25 0gJI (1) SC043175 Additional analysis12) limd 1 . e4ner ? . f£rt•r n• of fufftt <4 Ivnd l*lDW fyThrf 4 . Grnrts Rtt•l Gross tr•diw r 160 Rents from land & tr￿11￿. 100 1150 ifjo 160 1.11)0 L•gal costs 1J28 1326 1,176 1.176 Transkn to I lfrm) 1,178 APPENDIX 3 OSCR Scottish Charty Regulator Independent examiner's report on the accounts Report to the Charity name trusteeslmembers or | Registered charity SC number I On the accounts of the charity for the period Da Period start date Month Year Period end date Month Da Year iy to Set out on pages (remember to indude the page numbers of additional sheets) Respective responsibilities of trustees and examiner The charity's trustees are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) 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 the Act 8nd to state whether particular matters have come to my attention. Basis of independent My examination is carried out in accordance with Regulation 11 of the 2006 Accounts examiner's statement 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 thg evidence that would be required in an audit and, consequently, I do i not express an audll opinion on the view given by the accounts. Independent examiner's ' In the course of my axamination, no matter has come to my attention [c*hertr statement ,' d. which gives me reasonable cause to believe that in any material respect the requirements: to keep accounllng records in accordance 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 tbe 2006 Accounts Regulations have not been met, or to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Date: M C* L/KLC Signed.": Name: Relevant professional qualification(s) or body (if any): Address: -1 s1IlL PO¢r ￿0￿c Ltf 'Please delete the words in the brackets rf they do not apply. If tbe words do apply, set out those matters which have come to your attention on the following page. 'OSCR will accept digital or typed signatures. APPENDIX 3 Disclosure section Only complete if the examiner needs to highlight material problems. Give here brief details of any items that the examiner wishes to disclose.