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APPENDIX 1
‘ : Period start date Period end date O S C Ir From Q1Day 05Month Year2023 To 30Day 04Month Year2024
Office of the Scottish Charity Regulator
Charity name Swanson Family Charity (in memory of Ron & Mary Swanson) Other names charity is known by Registered charity number SC048324 Charity’s principal address ~~ee~~ Names of the charity trustees on date of approval of Trustees’ Annual Report Trusteename _ Office (if any) near crsesesi _ (or body) entitied to : appoint trustee (if any) 1 2 3
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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)
n/a
Structure, governance and management
| Type of governing document | ¢ | Scottish Charitable Incorporated Organisation (SCIO) |
|---|---|---|
| ¢ | Constitution of Swanson Family Charity (in memory of Ron & Mary | |
| Swanson) | ||
| Trustee recruitmentand appointment | ¢ | The structure of the charity consists of the Board who appoints |
| Trustees. These Trustees are also members of the charity. | ||
| e | The maximum and minimum riumber of charity trustees is five and | |
| three respectively. | ||
| e | The Trustees elect a chair, secretary and treasurer. | |
| ¢ | Trustees serve on the Board for a period of three years before | |
| retiring;atwhichpointtheycanstandforre-election. |
Objectives and activities
Charitable purposes e¢ Prevention or relief of poverty e Advancement of education ‘ e Advancement of religion e Advancement of health ¢ Relief of those in need by reason of age, ill-health, disability, financial hardship or other disadvantage Summary of the main activities ¢ Our vision and mission - to make a meaningful and sustainable in relation to these objects difference to the lives of Chitambo's children; practically and financially supporting projects which seek to improve, enhance and advance education, health, food nutrition and relieve poverty within the community of Chitambo, Zambia.
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APPENDIX 1
Achievements and performance
Summary of the main achievements of e Presentations the charity during the financial period The opportunity of sharing the work of our charity with organisational; groups. ¢ Donations Thankful for the kind and generous donations received from organisations, family, friends and supporters. ¢ Fundraising As a charity we have been actively fundraising for several years to support the construction of a Mothers’ Waiting Shelter at Chitambo Hospital, Zambia. We are in partnership with two like-minded, charities — Friends of Chitambo, Scotland and Rotary Club of Whanganui, North Island, New Zealand — and of course the senior management team at Chitambo Hospital, Zambia. The Swanson Family Charity, with the kind and generous support of so many supporters, have successfully raised £10,000 to support the build. On 7 June 2024 the sum of £10,000 was transferred to Friends of Chitambo as our contribution to the construction of the Mothers’ Waiting Shelter. : The good news is that the construction of the Mothers’ Waiting Shelter will be completed by November 2024 and will be operational by January 2025. ‘Give thanks with a grateful heart’ to everyone who have helped to make this dream becomea reality.
Financial review
Brief statement of the charity’s policy The primary objective of our charity is ‘Connecting Chitambo’'s Children’ to on reserves projects which will improve, enhance and advance education, health, food nutrition and relieve poverty. The beneficiaries of project funding are the children of Chitambo, their families and the wider community. Project funding streams are fourfold: Individual giving; donations from organisations; fundraising events; and grant funding. As all funding of our charity is classified as ‘Unrestricted Funds’ the Board of Trustees have adopted a cash reserve in keeping with the governance of our charity. The reserves policy has been set at 10% of the annual budget. This will be reviewed annually. in the month of Aoril. Details of any any deficit n/a
Details of any any deficit
Donated facilities and services (if any) n/a
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APPENDIX 1
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Other optional information
Declaration
The trustees declare that they have approved the trustees’ report above.
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Signed on behalf of the charity’s trustees
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Signature(s)
Full name(s)
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Position (e.g. Chair) Chair / Treasurer
Secretary
Date 10 November 2024 10 November 2024
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8 APPENDIX 2
o SCO WS S32: 252K, \ pr
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Swanson Family Charity (in memory of Ron & Mary Swanson) $C048324
O‘5 ( R4 Receipts and paymentsts ty ae accountsre eee
atastaienscottish Charity Regulator i tex aCa05 Ce3023 tsra[ 30 a04 =
Section A Statement of receipts and payments
Unrestricted Restricted Expencabie Fereianent Total funds Total funds last
funds funds endowment endowment current period period
funds funds
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
A1 Receipts
[Donationsa | at | | [492] |
|
Ce |
Receipts from fundraising activities fs } ts
Gross trading receipts | a
Income from investments other than
land and buildings
Rents from land & buildings } ; ts
Gross receipts from other charitable
activities
A1 Sub total] 4,192| P| [4,192] | t
A2 Receipts from asset &
investment sales
Proceeds from sale of fixed assets Ts
[Proceeds from sale of investments | |
A2Sub total| |
A3 Payments
Expenses for fundraising activities | es | | gs |
Gross trading payments YY | ts
LaelPayments relating directlyieto charitable
[oeactivitiesendo a
i os
Audit / independent examination; [wil
Preparation of annual accounts; Ps
a ar
AZ Sub total|_____
268 | [268|
A4 Payments relating to asset and
investment movements
Purchases of fixed assets .
Pastenet werAaSuboral[
Total payments e:| eer Gl [eS] Co)
Surplus / (deficit) for year 3,927 3,927
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APPENDIX 2 F : .
Swanson Family Charity (in memory of Ron & Mary Swanson) $C048324
Section B Statement of balances
Unrestricted Expendable Permanent Total current
funds Restricted funds endowment endowment Total last period
funds funds period
tonearest£ __to nearest £ to nearest £ to nearest£ to nearest £ toneareste
B1 Cash funds Cash and bank balances at start of y'year za 6,148 [- ]|
Surplusshea / (deficit) shown on receipts and a " " g a
Payments heen P 3,927 3,927
esdAdsaccountea ee | a ————— i eee
Cash and bank balances at end of year 10,075 10,075
(Agree balances with receipts and payments
account(s))
1
Fund to which asset belongs Market valuation Last year
_ a to nearest £ tonearest£
B2 Investments FE
es ——- «-————
Total
;Detail, Fund to which asset belongs Cost (if available) Current:available)vatue (if Last year
= — to nearest £ to nearest £ to nearest £
B3 Other assets | | | |
———4 a — —
Fund to which liability relates Amount due Last year
to nearest £ _to nearest £
B4 Liabilities ]
————— — a — a |
rs a _ 7 [|]
Net Fund to which liability relates Amount due Last year
4 (estimate)
to nearest £ to nearest £
: : sates
B5 Contingent liabilities ~ ——————— ~ ||
Total
'
Signed by one or two trustees
on behalf of all the trustees . . Date of
approval
—— aa
| |
OSCR- Receipts & Payments Account - FY202324 - Appendix 2 / Statement of balances 1 December 2007
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APPENDIX 2
Swanson Family Charity (in memory of Ron & Mary Swanson)
$C048324
Section C Notes to the Accounts
C1 Nature and purpose of funds (may be stated on analysis of funds worksheets) Type of activity or project supported; Individualinstitution/ Numbermade of grants z - —= Total C3a Trustee remuneration If no remuneration was paid during the period to any charity trustee or person connected to a trustee cross this box (otherwise complete section 3b) Authority‘ under which paid £
C3b Trustee remuneration - details
C4a Trustee expenses
If no expenses were paid to any charity trustee during the period then cross this box (otherwise complete section 4b)
Number of ; £ trustees
C4b Trustee expenses - details
Nature of relationship
Nature of transaction
Transaction Balance amount (£) outstanding at riod end (£
C5 Transactions with trustees and connected persons
C6 Other information
OSCR- Receipts & Payments Account - FY202324 - Appendix 2 / Notes
1
December 2007
APPENDIX 2
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$C048324
Swanson Family Charity (in memory of Ron & Mary Swanson)
Additional analysis (1)
Analysis of receipts and payments
1 Donations Unrestricted . expences Semmanent Total current Total last funds Restricted funds endowment endowment ods riod ¥ funds funds ss ae to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ Total === = 7 . . . 7 7 2 Grants Unrestricted Restricted funds Total current Total last to nearestfunde £ to nearest £ tonerindnearest £ to nn e rindarest £ Total == = 3 Gross receipts from other charitable activities Unrestricted Expeocane permanent Total current Total last funds Restricted funds endowment endowment : A funds funds period period to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ == . = reference error - - - reference error 4 Payments relating directly to charitable activities Unrestricted . =xpencebie Eermenent Total current Total last fis Restricted funds endowment endowment riod riod funds funds be pe to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ Total -=-- =
OSCR- Receipts & Payments Account - FY202324 - Appendix 2Additional notes (1)
December 2007
°
. e
é
1
APPENDIX 2
$C048324
|
Additional analysis (2)
| 5 Breakdown of unrestricted funds | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Total | Total | ||||||||
| unrestricted | unrestricted | ||||||||
| funds | funds last | ||||||||
| period | |||||||||
| Receipts | |||||||||
| Receiptsfrom fundraising activities Gross trading receipts Incomefrominvestments other than landand buildings Rentsfrom land&buildings |
[ | 4,192 isY |
rs | fs |
|||||
| Subtotal | 4.192}[_ | P | 4,192 | ||||||
| Receipts from asset & investment sales | |||||||||
| Proceeds from sale of fixed assets | |||||||||
| Proceeds from sale of investments | |||||||||
| Sub total | |||||||||
| Payments | |||||||||
| Expenses forfundraising activities Grosstradingpayments Payments relating directlytocharitable activities |
[26 | ||||||||
| Audit/independentexamination | Preparation ofannualaccounts |
[ ** |
** | er ps hi |
|||||
| Subtotal | [265][ | [ | |||||||
| Payments relating to asset and investment | |||||||||
| movements | ee | ee | _ | ||||||
| Purchases of fixed assets | 4 | ||||||||
| x | — | a | = | ||||||
| Purchase of investments | = | ||||||||
| Nature and purpose of funds |
|||||||||
| Oo |
OSCR- Receipts & Payments Account - FY202324 - Appendix 2Additional notes (2)
December 2007
. “+
APPENDIX 2
$C048324
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Swanson Family Charity (in memory of Ron & Mary Swanson)
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Additional analysis (3)
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6 Breakdown of restricted funds
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|||||||
|---|---|---|---|---|---|
|'|
|Total|restricted|Total|restricted|
|funds|funds|last|
|period|
|Receipts|
|_——-|
|||[|]|
|aes|
|Receipts from fundraising|activities|aT|
|Gross trading receipts|[||
|ae|
|Rents from|land &|buildings|;|
|Gross|receipts from|other|charitable|activities|fe]|
|Sub|total|a|
|Receipts|from|asset &|investment|sales|
|Proceeds|from|sale|of|fixed|assets|
|Sub|total|
|Total receipts|[JC|CI|
|Payments|
|Expenses|for fundraising|activities|;|
|Gross|trading|payments|||ts|
|Investment management costs||||
|Payments|relating|directly|to charitable|activities|||
|Grants|and|donations|fd|
|el|
|Audit|/ independent examination|Yt|
|-|
|as|
|Sub|total|ae|
|Payments|relating|to|asset|and|investment|
|movements|
|Sub|total|
|Nature|and|purpose|of funds|
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OSCR- Receipts & Payments Account - FY202324 - Appendix 2Additional notes (3)
December 2007
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024°
SCOWYS2Y. 2o7zy.\ a a a aS 3 , Independent examiner’s report onthe accounts Report to the Charity name trustees/members of Swanson Family Charity (in memory of Ron & Mary Swanson)
APPENDIX 3
Registered charity SC048324 number On the accounts of the Period start date Period end date charity for the period Day Month Year Day Month Year 01 05 2023 to 30 04 2024 Set out on pages (remember to include the page numbers ofadditional sheets) Respective The charity's trustees are responsible for the preparation of the accounts in accordance responsibilities Of with the terms of the Charities and Trustee Investment (Scotland) 2005 Act and the trustees and examiner 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 and 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 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 examiner’s _|n the course of my examination, no matter has come to my attention [other than that statement disclosed on the attached page’] 1. which gives me reasonable cause to believe that in any material respect the requirements: * to keep accounting 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 the 2006 Accounts Regulations have not been met, or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed: Date: /o ba fe v Name: Relevant professional qualification(s) or body (if any): Address: ;
“Please delete the words in the brackets if they do not apply. If the words do apply, set out those matters which have come to your attention on the following page
Pe »
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