2025-06-30-accounts - Rotary Club of Lomond Charity SCIO

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ROTARY CLUB OF LOMOND CHARITY SCIO Charity Number SC051142 Trustees Report for year ending 30th June 2025

Charity Trustees

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Objectives and activities

The prevention or relief of poverty,
The advancement of education,
The advancement of health,
The advancement of citizenship or community development,
The advancement of the arts, heritage, culture or science,
The advancement of public participation in sport,
The advancement of human rights, conflict resolution or reconciliation,
The advancement of environmental protection or improvement,
The relief of those in need by reason of age, ill health, disability, financial hardship or other disadvantage,
The advancement of animal welfare,
Any other purpose that may reasonably be regarded as analogous to any of the preceding purposes

Structure, governance and management

SCIO Constitution registered on 22[nd] July 2021.

Trustee recruitment and appointment

The Lomond Rotary Club is represented by three ex-officio trustees: The President, the Treasurer, and, the Secretary. In addition, the members elect a minimum of one and a maximum of three additional trustees.

Financial review

Our primary focus has continued to be service to the community and we have again delivered cardiopulmonary resuscitation training to over 5,000 people. As part of our service we have also installed a number of new defibrillators and we maintain the majority of defibrillators in our community replacing the essential pads and batteries whenever required.

Although our focus has been on community service, we have raised sufficient funds to support our defibrillator costs and also to make a range of both local and international donations.

Total receipts were £11,365.91 and expenditure amounted to £4,686.75. This resulted in a surplus for the year of £6,679.16 and at the end of the year a balance of £9,755.10 was carried forward. This balance comprised restricted funds of £7,972 for defibrillators and defibrillator signage and free funds of £1,783.10.

Statement of the charity’s policy on reserves

The trust’s policy on reserves is to hold sufficient funds to meet unexpected immediate demands.

Details of any deficit

The trust does not operate with a deficit.

Donated facilities and services

CPR training and monitoring of all local defibrillators is a significant service donated to local organisations and schools.

Another area of our community service is working in partnership with police and education authorities to deliver internet safety training to our local primary schools

Future plans

To continue to support the trust’s Objectives.

Declaration

Signed on behalf of the charity trustees

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Designation Secretary

Date

28 August 2025

ROTARY CLUB OF LOMOND CHARITY SCIO

RECEIPTS & PAYMENTS ACCOUNT - YEAR ENDED 30th JUNE 2025

ACTUAL 2024/2025

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|||||| |---|---|---|---|---| |Income|Note| |Fund|Raising|Events|1| |Bar-B-Q|190.00| |Santa's|Grotto|47.90| |100|Club|-|2024|1,280.00| |Gifts|& Donations|Income| |Restricted| |Donations|2|9,657.01| |Unrestricted| |Donations|191.00| |Total|Income|11,365.91| |Expenditure| |Fund|Raising|Events|1| |Bar-B-Q|0.00| |Santa's|Grotto|0.00| |100|Club|-|2024|1,840.00| |Restricted| |Donations|2|1,685.01| |Unrestricted| |Donations|3|1,065.04| |Miscellaneous| |Lottery|Licence|20.00| |Wreaths|72.60| |PayPal|Commission|4.10| |Total|Expenditure|4,686.75| |Net Surplus|/Deficit|(SSSSSSSSS6,679.15| |STATEMENT OF FUNDS| |Capital|Account|b/f|3,075.94| |Deficit/Surplus|for|Year|6,679.16| |Capital Account|as at|30th June 2024|9,755.10| |Represented|by:-| |RBS|Charity|Account|9,755.10| |Cash|0.00| |Total Funds|9,755.10|

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| have examined the books and records of the SCIO together with the information given by the Trustees and | certify that the Accounts are in accordance therewith

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ROTARY CLUB OF LOMOND CHARITY SCIO

NOTES TO ACCOUNTS - YEAR ENDED 30th JUNE 2025

NOTE 1

2025

Fund Raising Events	Income	Costs	Net
Bar-B-Q	190.00	0.00	190,00
Santa's Grotto	47.90	0.00	47.90
100 Club - 2024	1,280.00	1,840.00	560.0(
NetIncome	1,517.90	1,840.00	(322.10)

NOTE 2

Restricted Funds:-
	Income	Expenditure	Fund C/F
Polio Relief	1,075.01	1,075.01	0,00
Morrisons - Defibrillators	7,200.00	0.00	7,200.00
District 1320 - Defibrillators	772.00	0.00	772.00
Seagull Trust	215.00	215.00	0.00
Alzheimers Scotland	120.00	120.00	0,00
Shared Interest Society	145,00	145.00	0.00
Polio Relief	130.00	130.00	0,00
TOTAL	9,657.01	1,685.01	7,972.00

NOTE 3

Donations:-

Polio Relief	143.94
ChallengerTrophy	104.95
Toy Shop Helensburgh	150,00
Internet Safety	100.00
Seagull Trust	35.00
Young Musician	156.15
Alzheimers Scotland	100.00
HermitageAcademy PTA	175.00
Argyll & Bute Council - Rape Crisis	100.00
TOTAL	1,065.04

Independent Examiner's Report to the Trustees of Rotary Club of Lomond Charity SCIO

| report on the accounts of the charity for the year ended 30" June 2025 which are set out on pages1 to 2.

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) Act 2005 and the Charities

Accounts (Scotland) Regulations 2006 (as amended). The charity trustees consider that the audit requirement of Regulation 10(1) (d) of the 2006 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 examiner's statement

My examination is carried out in accordance with Regulation 11 of the 2006 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 examiner's statement

In the course of my examination, no matter has come to my attention [other than disclosed below*]

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
e to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 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: !% -ix - ees
Please delete the words in brackets if they do not apply. If the words
do apply set out those matters which have come to your attention.