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 N*n•: The C￿b 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 c*afrtatAe
status by OSCR 2022.
Tr￿t0￿. 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* men*er3 in a duty Constit￿ n￿ling 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 C￿b (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 tr￿te85 are volunteers and there are no pa¥J membe(3
of stsff.

The relief of the poor a￿1 neety or such other chaiilable pury>o8es as the C￿b 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 2￿25. 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 I￿rthY 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 y￿r ends on 3011 JU￿ Ixrt also
allow a 8ubstantsal carry.forward in v*w of regardwvj fuTrJrai8ry FK*en
year to Marth 2026.
Flnanclal Revlew
Fundraisiffj activi￿ carri•d ¢JJt by the C￿b raised £27.747 (2024. £20.399).
Expenditurn on charitable amoun￿1 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 aTm￿n￿l to £47 (2024, £39), Ihe tharges
Reserves Policy
It is nomwl practKe for ￿nd1. ts govemiThJ bcxty ofthe R(knry c￿b, 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 req￿sLI
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
202*2025 202*2025 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￿•Xp￿d1tyTr>
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 cHARIT￿E 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 ArK*v*• Chwhabl• Tr￿1
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 20￿2025 202&2026 202>2024
Anal Is of Incoffle
Rotary C￿b ol St Arrflrtr￿ '
293
Tax rfKownd on Glft AKI
132
Incom• from Charftabl• Actmtl
Fund raAwvJ e￿nts
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