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 sp￿alisms. They are invrted to attend a trustee meeting at the beginning of a scheduled meets.ng to speak and meet existing Tn￿lee$. 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 proVi￿on of recreational faalities, or the organisatp?n of recreati￿al 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 cOmmunit￿S are able to access health seNices wh￿h 11 help them have a qualty of lrfe enabling them to reach their full ential. The provision of recreational fa￿1[tIeS, or the organtsatKsn of recreational actNrties with the object of improving the ￿nd[tionS of lrfe for the person for whom the fa￿litieS 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 FOUndat￿n. 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 servi￿5 incI￿jed homeopathy, Asma care, podiaty. ￿pIng wtth depress￿. health (x)aching for anx￿ty. menopause and insomnia. We have supF¥)rted over 1.(KIO peopk and n partnership wth specialist age￿￿5 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 rese￿e. Details of any deficit Donated facilities and services (if any) APPENDIX 1 Other optional information Declaration The trustees declare that they have approved the t￿￿tee5, 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|Period start date
12
Month|2023
Year||**to**|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|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** |**Categories**
**Signed by one or two trustees**
**on behalf of all the trustees**
**B1 Cash funds**
**B2 Investments**
**B3 Other assets**
**B5 Contingent liabilities**
**B4 Liabilities**|**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 1 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 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 hi￿lIght material problems. Give here brief details of any items that the examiner wishes to disclose