The Rotary Club of St Andrews Charitable Trust Trustees, Annual Report and Unaudited Financial Statements Forthe Year Ended 31 March 2025 Charity number SC051680
The Rotary Club of St Andrews Charitable Trust rm Charlty Nn•: The Cb ofst Andrv4rn Chaiilable Trwt Chartty No: SC051680 Addrnm: 5 Hope Strrt St Andrnv8. File. KY16 B•nk: Royal Bank of ScdlafKI. 11>115 S(xth Street. St KY16 92B consl1tuth. The dlanty 18 a charrtabkn trust. wverrnd by a Tnmt Deed. ted on 311t March 2022 armj arrnnd8d 2V AwJu8t 2022. The TnMI wa8 granted cafrtatAe status by OSCR 2022. Trt0. The charity Is managed by a minimum rfthree tru8tee8. all members of Rotary Ckjb of St Andrew8. The Presidwrt of the Rotsry Club (wovthd they have obtsined the authori&10 of tt mener3 in a duty Constit nling on each occasion in relation to the particular carKJidate for Trusteeship) may by wriling appoint a new Trustee or new Trustees hereof but 80 that:_ (a) am Trustees must be members of the Cb (b) no Trustee may act unless they have signed dedaration of willingness to do 80 in the minute book of the Trustees. Each trustee is expected to serve for a mlnimum of three years. of the charty as ¥ll as the ongoing prograrnn of activitss. C(wncil. the governirvJ body of the Rotary Club of St Andrews. provKles information on actsvit*s which will require input from the TrusL All trte85 are volunteers and there are no pa¥J membe(3 of stsff.
The relief of the poor a1 neety or such other chaiilable pury>o8es as the Cb Shal in duty nStituted meetiw frrxn tirn to Ivne dired, and the reliefofth08e in need by reason of age. ilkheafth, disabilty, financial hardsh¥i or other dtsadvantage. The addilion of Ihe folkM'ng sentence was agreed al a Council nwting on 13th March 2024." To support and enable physKal. mentsl and social for )dividu and ojnmunitm localty, nab"onalty and intemationalty." Actlvities and Achlevoments Durirvj 2024 to 225. urKlerts Crxmclofts Rcrtary Cl>. ts TnAf8 actmbes flourthed. Total inc(xy durifKJ the year was £31.027 (2024, £23.CKXI). £5,650 was rrK)ney teing held as a restrthd value on behaff of a former President of Club. consisted of 8ponsor3hip for a fDrthcomirrfJ charity fundraising concert featurirYJ a lsh Male VoKe Choir. The balance of £25, 377 enabled the Trust to distrlxrte £20,740 {2024, £16.281) to vari(xJ8 IrthY cau8es and carry forward a healthy balance of £23,487 (2024, £17.584). This Mll enab ts Rotary Club to make further donations Lth the Rotary yr ends on 3011 JU Ixrt also allow a 8ubstantsal carry.forward in vw of regardwvj fuTrJrai8ry FK*en year to Marth 2026. Flnanclal Revlew Fundraisiffj activi carri•d ¢JJt by the Cb raised £27.747 (2024. £20.399). Expenditurn on charitable amoun1 to £25.077 (2024, £18,180) of which £20,740 (2024. £16.281) was di8trthted to deawvmg cau8es (a8 determ#)ed by the Cwncil of the Rotary Club). Donabons to k)cal causes amoumed to £11,630 (2024. £7.), to natKxMI £7. 24, £3,650) arvj to Intffiri caws £1,510 (2024. £4.725). The remainiThJ £4.337 (2024. £1.938) wa8 expenditure on fundraw a(XMty. Costs of fundraw aTmnl to £47 (2024, £39), Ihe tharges Reserves Policy It is nomwl practKe for nd1. ts govemiThJ bcxty ofthe R(knry cb, to detsrmTh) distrbution of available fund8 prx>r to erMI of the Rotary year on 30th June. As a gefwal guide. a minunum of£3,CrfXI is in rese in der to resporkl to reqsLI for urgent support in the fac¥ of mw Catastrop 011 kxal. national or Chairman's Report The Charitable Tru81 of the Rotary Club of St Andrews was th8ed ty the amounts of money rt was able to donate to good causes during the financial year 2024-25. Thi8 was onty possible because of the furKlraising actmtss undertaken by the Club. For varmxts reasons. income is likety lo reduc4 duThYd year to 31 March 2026. with a consequent reduction li expenditure.
Independent Examiner's Reportforthe Year Ended 31st March 2025 pw4tt>7. 2(th R•gulatKThl. Tho ctwW• truslw8 cfrn#•r tho M*it wuirwn•rt of Rogulaiiw 10(1 Md) urKlor 9octK>n (44X1Xc) ol th• 2LW Aci 4tat• ni•ttws h•v• ¢xxM kn ry R•gul8tK>n 4 01 ItKry 2Cth Rogulaiwxs. WKI
ROTAAY CLUB OF ST ANDREWS CHARITABLE TRUST RECEIPTS AND PAYMENTS ACCOUNTS FOR THE YEAR 1•t APRIL 2024 TO 31st MARCH 2026 Total nds funds 2022025 2022025 20242025 202>2024 Incom• from: 293 Tax reco(1 on Grft Axl 132 20 267 23.C(l) 5 650 27481 5.650 31,027 Total Incom• 25.377 Expndlturn on: 47 47 25,077 25,124 Total Exp•ndltur• 25,124 18,219 N•t Inc•Xpd1tyTr> 5.650 5.W3 4,781 Totsl funds lo 17.584 17.837 17.584 23.487 12.803 17.584 5,650
ROTARY CLU8 OF ST ANDREWS cHARITE TRUST RECEiwfs AND PAYMEKfs ACCOUNT3 FOR ThE YE 1st APRIL 2024 TO 31•t MARCH 2026 fund• fund• fund• fund• 17.584 253 17,584 12.803 5 850 23 487 A CAI A#1 Cknwn lor £485 (2024. £286) v1•• cwriwj 202&2(r26. For tthtjf ol TnAl•85 al tho Rcl•y cl St ArKv• Chwhabl• Tr1 on 26th Novernber. 2025
R¢Jtwy Club of St Andv•w• Ch•rft•bl• Tnmt RECEIPTS AMD PAYMEKfs ACCOUNTS FOR THE YEAR 1•t APRIL 2024 TO 31•t MARCH 2025 1 Accoundng pollckns 1.1 Baskn of Accountlng 1.2 Taxalk 1.3 Cash Flow Stat•m• 1.5 Paym•nts 1.6 Natur• and pury>o•• of fund• 2 Support Costs
ROTARY CLUB OF ST ANDREWS CHARrrABLE TRUST RECEIPTS AND PAYPJENTS ACCOUNTS FOR ThE YE 1st APRIL 2024 TO 31st IAARCH 2026 lknmtrict•d RMtrict•d Totsl Totsl nds fund• nd• fvnd• 2024-2026 202025 202&2026 202>2024 Anal Is of Incoffle Rotary Cb ol St Arrflrtr ' 293 Tax rfKownd on Glft AKI 132 Incom• from Charftabl• Actmtl Fund raAwvJ ents 21,831 27,481 20 267 20 267 ndlture Ralslng Fund• 47 47 47 47 Ch•rftsW• ActfvM•• 20.740 4.337 25,077 20.740 4.337 18,281