2024-11-30-accounts - Rose Duncan Community Foundation

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APPENDIX 1 oscr Period start date Period end date knth Y8 24 From 12

zJ To Office of the Scottish Charity Regulator Reference and administration details Charity name other names charity is known by Registered charity number Charity's principal address Rose Duncan Communtty FoundatK SC051381 205 Shuna Square Glenrothes Fire Poslcode KY7 6RH Names of the charity trustees on date of approval of Trustees. Annual Report Trustee name Office (if y) Dates acted if not for vthole year (or body) entitled to Chairperson Treasurer Secretary Trustee 10 11 12 13 14 15 16 17 18 19 20

APPENDIX 1 Reference and administration details Narnes of all other charty tTUStees during the period. rf any. {for example. those who resigned part way through the financial period) Name Structure, governance and management Type of governing documenl Trustee recruitrnent and appointment The chartty advertises through Frfe Voluntary Action to recruit Trustees and also directty through our social media platfonns. PotentHI Trustees are invrted lo express their interest. They are asked to submrt a letter or email wrth their past or current work experience andlor volunleering expenence indusNe of their knowledge. expenence and spalisms. They are invrted to attend a trustee meeting at the beginning of a scheduled meets.ng to speak and meet existing Tnlee$. If successfvl they are gwen a wekome pack. which includes roles and responsibilities of being a chanty Trustee. Two references are required. Objectives and activities Charitable putwses The advancement of health. The proVion of recreational faalities, or the organisatp?n of recreatial actNrties wrth the object of improving the cr)ndTtions of Itfe for the person for whom the faalities of activities are primarily intended. The advancement of citizenship or communty development. The relief of th¢)se in need by reason of age, ill health, disability, finanaal hardship or another disadvantage. Summary ofthe main activities in relation to these objects To advance health inequaif(ies which will ensure that individuals, famil and cOmmunitS are able to access health seNices whh 11 help them have a qualty of lrfe enabling them to reach their full ential. The provision of recreational fa1[tIeS, or the organtsatKsn of recreational actNrties with the object of improving the nd[tionS of lrfe for the person for whom the falitieS or activities are primarily intended. The advancement of citizenship or communtty development.

APPENDIX 1 Achievements and performance Summary of the main achievements of the charity during the financial period Rose Duncan Community FOUndatn. in tts second (wational year has buih on the success achieved in its first year. The new premises has assL8led wrth deltvery of all athiti"es. A wider range of drffering adNtkn"es have been delivered. including peer-led interath.ve worksW.1-1 health consultations, moral and emotional suppcKt and dinical support servTrces. Suppcfft servi5 incIjed homeopathy, Asma care, podiaty. pIng wtth depress. health (x)aching for anxty. menopause and insomnia. We have supF¥)rted over 1.(KIO peopk and n partnership wth specialist age5 have suppcrted a range of heatth condrtions. The Board of Trustees are lotalty committed to the ethos and development "soaal prescribing", communty heath and wellbeing, physical and mental heahh programmes and educational faalities wlth the ultimate goal of enhawng colthtive wel1b.J. Financial review Brief statement of the charity's policy on reserves It is the intention of the Trustees of Rose Duncan Communty Foundation to facilitate a resetve fund of 2-3 months of operating costs and we currently have 20 months in resee. Details of any deficit Donated facilities and services (if any)

APPENDIX 1 Other optional information Declaration The trustees declare that they have approved the ttee5, report above. Signed on behalf of the charity's trustees Signaturels) Full namels) Position le.g. Chair) Date

Enter SC No. below

APPENDIX 2

Enter charity name below

SC051381

Rose Duncan Community Foundation

Receipts and payments accounts

		For the period from	1 Day		Period start date 12 Month	Period start date 12 Month	Period start date 12 Month	Period start date 12 Month	2023 Year	Day 30		Period end date Month 11	Period end date Month 11	Period end date Month 11	Period end date Month 11	Period end date Month 11	Year 2024
Section A Statement of receipts and payments Unrestricted funds Restricted funds 5						Expendable endowment funds				Permanent endowment funds			endowment	Total funds current period					Total funds last period
		to nearest £	to nearest £			to nearest £			to nearest £	to nearest £				to nearest £					to nearest £
A1 Receipts
Donations		8,297															8,297
Legacies																	-
Grants		-			-												-		29,983
Receipts from fundraising activities		2,357			-									2,357	2,357	2,357	2,357		6,609
Gross trading receipts																	-
Income from investments other than
land and buildings														-	-	-	-	-
Rentsfrom land & buildings														-	-	-	-	-
Gross receipts from other charitable
activities														-	-	-	-	-
														-	-	-	-	-
*A1 Sub total*	*A1 Sub total*	10,654	-	-	-	-	-	-	-	-	-	-	-	10,654	10,654	10,654	10,654		36,592
A2 Receipts from asset &
investment sales
Proceedsfromsale of fixed assets - Proceedsfromsale of investments - A2 Sub total - - - - - - Total receipts 10,654 - - - 10,654 36,592 ~~SSSS~~
A3 Payments
Expenses for fundraising activities		-	-	-	-									-	-	-	-	-	5,823
Gross trading payments														-	-	-	-	-
Investment management costs														-	-	-	-	-
Payments relating directly to charitable	Payments relating directly to charitable
activities		7,925	-	-	-									7	7	7	7,925		29,309
Grants and donations
														-	-	-	-	-
Governance costs:
														-	-	-	-	-
Audit / independent examination														-	-	-	-	-
Preparation of annual accounts														-	-	-	-	-
Legal costs														-	-	-	-	-
Other	Other	Other
														-	-	-	-	-
														-	-	-	-	-
**A3 Sub total **		7,925	-	-	-	-	-	-	-	-	-	-	-	7,925	7,925	7,925	7,925		35,132
A4 Payments relating to asset and
investment movements
Purchases of fixed assets Purchase of investments A4 Sub total - - - Total payments 7,925 - - ~~—————~~										- -	- -	- -	- -	- - - 7,925	- - - 7,925	- - - 7,925	- - - 7,925	- - -	- 35,132
*Net receipts / (payments)* A5 Transfers to / (from) funds *Surplus / (deficit) for year*	2,729 - - - 2,729 1,460 - 2,729 - - - 2,729 1,460 ~~——————~~

APPENDIX 2

Rose Duncan Community Foundation

SC051381

Section B Statement of balances

Details	Unrestricted funds to nearest £	Restricted funds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	Total current period to nearest £	Total last period to nearest £
Cash and bank balances at start of year	716 2,729	18,797 -			19,513	18,053
Surplus / (deficit) shown on receipts and payments account					2,729	1,460
					-
					-
Cash and bank balances at end of year (Agree balances with receipts and payments account(s)) Details	3,445	18,797	-	-	22,242	19,513
	-	-	-	-	-	-
			Fund to which	asset belongs	Market valuation to nearest £	Last year to nearest £





Details		Fund to which	asset belongs	Total Cost (if available) to nearest £	-	-
					Current value (if available) to nearest £	Last year to nearest £









Details			Total - Fund to which liability relates	-	-	-
					Amount due to nearest £	Last year to nearest £





Details			Total Fund to which liability relates		-	-
					Amount due (estimate) to nearest £	Last year to nearest £



Signature			Total Print Name		-	-
						Date of approval

Oscr Accounts 2024 / Statement of balances

December 2007

APPENDIX 2

Rose Duncan Community Foundation

SC051381

Additional analysis (1)

Analysis of receipts and payments

1 Donations

1 Donations
	Unrestricted funds to nearest £	Restricted funds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	Total current period to nearest £	Total last period to nearest £
	-				-
					-
					-
					-
Total 2 Grants	-	-	-	-	-	-
	reference Unrestricted funds	- Restricted funds to nearest £	-	-	reference Total current period to nearest £	- Total last period to nearest £
Fife Council		-			-	-
Fife Voluntary Action		-			-	14,421
Fife Charities Trust					-	-
Hugh Fraser Foundation					-	-
Kingdom Housing initiative					-	-
Russell Trust					-	-
North Glenrothes Community Council					-	-
Over the bridge events					-	-
Heat to Eat		-			-	2,500
Payroll	-
Brownlie Charitable trust	-
Stephens Bakery					-	-
Baynes Charity					-	-
Howe Rotary Club					-	-
Ewan McLean Limited		-			-	5,000
St Andrews University		-			-	1,200
Local Giving	-				-	500
Foundation Scotland		-			-	-
Robertson Trust		-			-	1,500
Scottish Police Authority		-			-	-
HSF Hospital Saturday Fund		-			-	-
Sports Hub					-	-
Corra Foundation		-			-	3,675
					-
Total	-	-			-	28,796
	-					reference

3 Gross receipts from other charitable activities

	Unrestricted funds to nearest £	Restricted funds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	Total current period to nearest £	Total last period to nearest £
					-
					-
					-
					-
					-
					-
					-
					-
Total	-	-	-	-	-	-
	-	-	-	-	-	-

4 Payments relating directly to charitable activities

	Unrestricted funds to nearest £	Restricted funds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	Total current period to nearest £	Total last period to nearest £
Expenses directlyfor charitable activities	6,275	-			6,275	29,309
Defibulators	1,650				1,650
					-
					-
					-
					-
					-
					-
					-
					-
					-
Total	7,925	-	-	-	7,925	29,309
	-	-	-	-	-	-

Oscr Accounts 2024 page 3Additional notes (1)

December 2007

APPENDIX 2

SC051381

Additional analysis (2)

Receipts 5 Breakdown of unrestricted funds	Unrestricted fund 1 - enter name of fund below	Unrestricted fund 2 - enter name of fund below	Unrestricted fund 3 - enter name of fund below	Unrestricted fund 4 - enter name of fund below	Total unrestricted funds	Total unrestricted funds last period
Donations	8,297				8,297
Legacies					-
Grants					-	1,687
Receipts from fundraising activities	2,357				2,357	6,609
Gross trading receipts					-
buildings					-
Rents from land & buildings					-
Gross receipts from other charitable activities					-
*Sub total* Receipts from asset & investment sales	10,654	-	-	-	10,654	8,296
					-
Proceeds from sale of fixed assets					-
Proceeds from sale of investments					-
*Sub total* *Total receipts* Payments	-	-	-	-	-	-
	10,654	-	-	-	10,654	8,296
					-
Expenses for fundraisingactivities	-				-	5,823
Gross trading payments					-
Investment management costs					-
Payments relatingdirectlyto charitable activities	7,925				7,925	4,210
Grants and donations					-
Governance costs:					-
Audit / independent examination					-
Preparation of annual accounts					-
Legal costs					-
					-
					-
*Sub total* Payments relating to asset and investment movements	7,925	-	-	-	7,925	10,033
					-
Purchases of fixed assets					-
Purchase of investments					-
*Sub total* *Total payments* *Net receipts / (payments)* Transfers to / (from) funds *Surplus / (deficit) for year*	-	-	-	-	-	-
					-
	7,925	-	-	-	7,925	10,033
					-
	2,729	-	-	-	2,729	1,737) (

					-

	2,729	-	-	-	2,729	1,737) (
					-
Nature and purpose of funds

Oscr Accounts 2024 page 3Additional notes (2)

December 2007

APPENDIX 2

Rose Duncan Community Foundation

SC051381

Additional analysis (3)

6 Breakdown of restricted funds

6 Breakdown of restricted funds
Receipts	Restricted fund 1 - enter name of fund below	Restricted fund 2 - enter name of fund below	Restricted fund 3 - enter name of fund below	Restricted fund 4 - enter name of fund below	Total restricted funds	Total restricted funds last period
Donations					-
Legacies					-
Grants	-				-	28,296
Receipts from fundraising activities					-
Gross trading receipts					-
Income from investments other than land and buildings					-
Rents from land & buildings					-
Gross receipts from other charitable activities					-
*Sub total* Receipts from asset & investment sales	-	-	-	-	-	28,296
					-
Proceeds from sale of fixed assets					-
Proceeds from sale of investments					-
*Sub total* *Total receipts* Payments	-	-	-	-	-	-
	-	-	-	-	-	28,296
					-
Expenses for fundraisingactivities					-
Gross trading payments					-
Investment management costs					-
Payments relatingdirectlyto charitable activities	-				-	25,099
Grants and donations					-
Governance costs:					-
Audit / independent examination					-
Preparation of annual accounts					-
Legal costs					-
					-
					-
*Sub total* Payments relating to asset and investment movements	-	-	-	-	-	25,099
					-
Purchases of fixed assets					-
Purchase of investments					-
*Sub total* *Total payments* *Net receipts / (payments)* Transfers to / (from) funds *Surplus / (deficit) for year*	-	-	-	-	-	-
					-
	-	-	-	-	-	25,099
					-
	-	-	-	-	-	3,197

					-

	-	-	-	-	-	3,197
					-

Nature and purpose of funds

Oscr Accounts 2024 page 3Additional notes (3)

December 2007

APPENDIX 3 Independent examiner’s report on the accounts

	Independent examiner’s report on the accounts’s report on the accountss report on the accounts
	Independent examiner’s report on the accounts’s report on the accountss report on the accountsV2
Report to the trustees/members of	Charity name Rose Duncan Community Foundation
Registered charity	SC051381
number
01	Period start date Period end date
	Day Month Year Day Month Year
	to
	01 12 2023 30 11 2024
Set out on pages	1 to 7 (remember to include 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 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, I do
	not express an audit opinion on the viewgiven bythe accounts.
Independent examiner’s statement	In the course of my examination, no matter has come to my attention [other than that 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
Signe	16thApril 2025
Nam
Relevant profession
qualification(s) or bo
(if an
Addres

*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.

APPENDIX 3 Disclosure section Only eomplete rf the examiner needs to hilIght material problems. Give here brief details of any items that the examiner wishes to disclose