2023-09-30-accounts - Dunfermline Round Table Charitable Fund

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APPENDIX 1 oscr,- Period Start date Month Year Period end date Month Year Day Day To Office of the Scottish Charlty Regulator Reference and administration details Charlty name other names Charlty Is known by Reglstered chailty number Charity's prfnclpal address Dunfermline Round Table Charitable Fund Dunfermlin8 Round Table SC052023 Names of th• charlty trustg0s on date of approval of Trustees, Annual Report Trustee name Offlce (If any) Dat•8 act Namo of p•r8on not for whole year (or body) gnllugd to polnt trusleo (If any) 10 11 12 13 14 15 16 17 19 20

APPENDIX 1 Reference and administration details Names of all other Charlty trustsos durlng the perlod. If any, (for example, those who reslgned part way through tho finan¢lal perlod} ame Dates a¢tod11 nol for whol• yoar NIA Structure, governance and management Type of governlng document Constitution Our Trustees appointed when the charity was incorporated was based on the exlsting members of Dunfermline Round Table. Such Iruslees retire and are reappointed at our AGM together with any new Iruslees in accordance with o*Jr constitution. Once a member is due to leave Dunfermllne Round Table, a resolution would then be pul forward at the next Trustee meeting to the Trustees lo vole on removing said member as a Trustee of the charity and to vote on appointing any other Trustees. Objectives and activities Charitablo purposes the advancement of the arts. heritage, culture or science.. the relief of those in need by reason of age, ill-heallh, disability. financial hardship or other disadvantage and the pr8v6ntion or r61ief of poverty. Summary of the maln actlvltles In relatlon to Ihese objects (al To support such charitable purposes as decided and voted on from time to time by the Trustees,. Ibl To organise and assist with the running of fundraising events within OLJr community and l¢} To raise funds and distribute them to l¢)cal good causes., making donations lo individuals and organisations and thus helping local families with children in need of support, people with disabilities, other charities or voluntary bodies and also local commun(ty organisalions and sports clubs involving children and members of the general public who are fundraising for a good cause.

APPENDIX 1 Achievements and performance Summary of the maln achlevements of Our annual Charity Beer Festival held in October 2022 was a success, the charlty durlng the flnanclal perlod raising £16.000 and we also surpassed expectslions with our Santa Sleigh collection in December 2022 with funds collected over the course of a week at around £4,500. These events have traditionally been our main ftjndraisers which our members organise in aid of local charities and good causes. Our beer festival is held locally in Dunfermline in order to benefit local good causes. This is a large scale event held in the last weekend of September and despite low member numbers in Dunfermline Round Table, the beer festival is attended by over 1.500 people over the course of a weekend. OUT Santa Sleigh collection is held in December usually the week prior to Christmas and we operate a street collection with Santa and his elves in tow and this involves local children in each residential area we visit having a meet and greet and a photo with Santa. Funds raised benefit local good causes and underprivileged children in Frfe at Christrmas lime. The donallons to local good causes and charities made during this finaneial year totalled over £14,000, including donations to Dunfermline Rugby Football Club, Children's Clothing Bank Dunfermline, Radio Forth Cash For Kids. Dunfermline Foodbank and the Cottage Family Centre based in Kirkcaldy. We usually look lo support local organisations with our donations selected by our members bul occasionally we do support national charities who have a presence locally in Dunfermline and West Fife and having run a previous year's beer fostiv81 in association with men's mental health charity Andy's Man Club and testicular c8ncer awareness charity Cahonas Scotland. we also donated to those organisations this year. Financial review Brlef statement of the charlty's pollcy on reserves Where possible. we look to date any funds raised from fundraising activities to good causes within Ihat financial year. However. where we raise funds shortly prior tr) Christmas al our annual Santa Sleigh collection. those funds are generally donated in NovemberlDecember the following year. 85 those funds lend to go towards charities and good causes al Christmas lime and charities who have Christmas appeals. such as Dunfermline Focidbank and Gift of Christmas Fife and donations are given well in advance of Christmas time.

Detalls of any deflclt NIA Donated facllltles and servlces {If any) NIA APPENDIX 1 Other optional information Declaration The trusle•$ d•¢lare that they have approved thè truste8s' report abovo. Slgned on behalf of the charftys trustees Slgnaturels}

Full namel$} Posltlon le.g. Chalrl Secretary Date 51"/ 2c)l Lk

Enter SC No. below

APPENDIX 2

Enter charity name below

																			SC
			Receipts andpayments accounts
						Period start date								Period end date	Period end date
		For the period from		Day			Month			Year	to	Day		Month				Year
	Section A Statement of receipts and payments
		Unrestricted funds		Restricted funds				Expendable endowment funds				Permanent endowment funds				Total funds current period			Total funds last period
		to nearest £		to nearest £	to nearest £			to nearest £				to nearest £				to nearest £		to nearest £	to nearest £
	A1 Receipts
	Donations															-	-	-
	Legacies															-	-	-
	Grants															-	-	-
	Receipts from fundraisingactivities	38,694														38	38	38,694
	Gross tradingreceipts															-	-	-
	Income from investments other than
	land and buildings															-	-	-
	Rents from land & buildings															-	-	-
	Gross receipts from other charitable
	activities															-	-	-
																-	-	-
	*A1 Sub total*	38,694		-	-	-	-	-	-	-		-	-	-		38,694	38,694	38,694	-
	A2 Receipts from asset &
	investment sales
Proceeds from sale of fixed assets Proceeds from sale of investments A2 Sub total - - - Total receipts 38,694 - - ~~—~~												- -	- -	- -		- - - 38,694	- - - 38,694	- - - 38,694	- -

A3 Payments
Expenses for fundraising activities		18,015				18,015
Gross trading payments						-
Investment management costs						-
Payments relating directly to charitable	Payments relating directly to charitable
activities						-
Grants and donations		14,324				14,324
Governance costs:
						-
Audit / independent examination						-
Preparation of annual accounts						-
Legal costs						-
Other	Other	Other
						-
						-
**A3 Sub total **		32,339	-	-	-	32,339	-
A4 Payments relating to asset and
investment movements
Purchases of fixed assets - Purchase of investments - A4 Sub total - - - - - - Total payments 32,339 - - - 32,339 - *Net receipts / (payments)* 6,355 - - - 6,355 - A5 Transfers to / (from) funds - *Surplus / (deficit) for year* 6,355 - - - 6,355 - ~~SSSSS=~~ ~~=——————~~

APPENDIX 2

Section B Statement of balances

Details	Unrestricted funds to nearest £ 432 6,355	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					432
Surplus / (deficit) shown on receipts and payments account					6,355
					-
					-
Cash and bank balances at end of year (Agree balances with receipts and payments account(s)) Details	6,787	-	-	-	6,787	-
	- 0	-	- Fund to which	- asset belongs	- 0	-
					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 l	-	-	-
				iability relates	Amount due to nearest £	Last year to nearest £





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



Signature			Print Name	Total	-	-
						Date of approval

Dunfermline Round Table OSCR accounts 2022-23 / Statement of balances

December 2007

APPENDIX 2

Section C Notes to the Accounts

C1 Nature and purpose of funds (may be stated on analysis of funds worksheets) All funds were raised in aid of local good causes and organisations. Funds raised from our annual beer festival - £34,100.45; funds raised from our annual Santa Sleigh collection - £4,593.60.

Type of activity or project supported	Number of grants made £	Number of grants made £





	Total	-

If no remuneration was paid during the period to any charity trustee or person connected to a trustee cross this box (otherwise complete section 3b)		x
Authority under which paid		£

C4a Trustee expenses If no expenses were paid to any charity trustee during the period then cross this box (otherwise complete section 4b) C4b Trustee expenses - details

C6 Other information C5 Transactions with trustees and connected persons C4b Trustee expenses - details		Nature of transaction	Number of trustees £	Number of trustees £





	Nature of relationship		Transaction amount (£) Balance outstanding at period end (£)

Dunfermline Round Table OSCR accounts 2022-23 / Notes

December 2007

APPENDIX 2

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	-	-	-	-	-	-
	- Unrestricted funds to nearest £	- Restricted funds to nearest £	-	-	- Total current period to nearest £	- Total last period to nearest £
					-
					-
					-
					-
Total 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 £
					-
					-
					-
					-
					-
					-
					-
					-
					-
					-
					-
Total	-	-	-	-	-	-
	-	-	-	-	-	-

Dunfermline Round Table OSCR accounts 2022-23Additional notes (1)

December 2007

APPENDIX 2

Additional analysis (2)

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					-
Legacies					-
Grants					-
Receipts from fundraisingactivities	38,694				38,694
Gross tradingreceipts					-
buildings					-
Rents from land & buildings					-
Gross receipts from other charitable activities					-
*Sub total* Receipts from asset & investment sales	38,694	-	-	-	38,694	-
					-
Proceeds from sale of fixed assets					-
Proceeds from sale of investments					-
*Sub total* *Total receipts* Payments	-	-	-	-	-	-
	38,694	-	-	-	38,694	-
					-
Expenses for fundraisingactivities	18,015				18,015
Gross trading payments					-
Investment management costs					-
Payments relatingdirectlyto charitable activities					-
Grants and donations	14,324				14,324
Governance costs:					-
Audit / independent examination					-
Preparation of annual accounts					-
Legal costs					-
					-
					-
*Sub total* Payments relating to asset and investment movements	32,339	-	-	-	32,339	-
					-
Purchases of fixed assets					-
Purchase of investments					-
*Sub total* *Total payments* *Net receipts / (payments)* Transfers to / (from) funds *Surplus / (deficit) for year*	-	-	-	-	-	-
					-
	32,339	-	-	-	32,339	-
					-
	6,355	-	-	-	6,355	-

					-

	6,355	-	-	-	6,355	-
					-
Nature and purpose of funds
0.45 and our annual Santa Sleigh collection in the sum of £4,593.60. Our donations out to local organisations included 13 local organisations in total, including Dunfermli

0.45 and our annual Santa Sleigh collection in the sum of £4,593.60. Our donations out to local organisations included 13 local organisations in total, including Dunfermlin

Dunfermline Round Table OSCR accounts 2022-23Additional notes (2)

December 2007

APPENDIX 2

Additional analysis (3)

Additional analysis (3)					-	SC
Receipts 6 Breakdown of restricted funds	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					-
Receipts from fundraisingactivities					-
Gross tradingreceipts					-
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	-	-	-	-	-	-
					-
Proceeds from sale of fixed assets					-
Proceeds from sale of investments					-
*Sub total* *Total receipts* Payments	-	-	-	-	-	-
	-	-	-	-	-	-
					-
Expenses for fundraising activities					-
Gross trading payments					-
Investment management costs					-
Payments relating directly to charitable activities					-
Grants and donations					-
Governance costs:					-
Audit / independent examination					-
Preparation of annual accounts					-
Legal costs					-
					-
					-
*Sub total* Payments relating to asset and investment movements	-	-	-	-	-	-
					-
Purchases of fixed assets					-
Purchase of investments					-
*Sub total* *Total payments* *Net receipts / (payments)* Transfers to / (from) funds *Surplus / (deficit) for year*	-	-	-	-	-	-
					-
	-	-	-	-	-	-
					-
	-	-	-	-	-	-

					-

	-	-	-	-	-	-
					-
Nature andpurpose of funds

Dunfermline Round Table OSCR accounts 2022-23Additional notes (3)

December 2007

APPENDIX 3 OSCR Charity Re8uL3tOT Independent examiner's report on the accounts Report to the DUNFERMLINE ROUND TABLE SCIO Irusteeslmembers of Reglstered charlty SC052023 number On the accounts of the charlty for the perlod Period start dale Month Period end date Month Day Y•ar Dty Ygar 09 2022 to 30 09 2023 Sot out on pago5 Irenwbgrto the p R8spe¢tlve The charity's trustees are responsible for the preparation of the accounts in aecordan rosponslbllltles of wf(h the terms of the Charities and Trustee Investment {Scotlandl 2005 Act and the trustges and examlner Charities Accounts {Scolland) Regulations 2006 las amended). The charty trustees consider that the audit requirement of Regulation 10{11 {dl of the Accounts Regulations does not apply. It is my responsibility to examine the accounts as required under section 44{1) Ic) of the Act and lo state whether particular matters have come to my attention. Basls of Independenl My examination is carried out in accordance with Regulation 11 of the 2006 Accounts examlnerfs statemenl Regulations. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. 11 also includes consideration of any unusual items or disclosures in the accounts and seeks explanations from th6 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 view given by the accounts. Independent examlner's In the course of my examination. no matter has come to my attents'on ststement which gives me reasonable cause to believe that In any material re$ct the requirements: lo keep accounting records in accordance wrth section 44{1 } {a} of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations. and lo prepare accounts which accord with the accounts'ng records and comply with Regulation 9 of the 2006 Accounts Regulatsons have not been mel, or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the 3¢counls to be reached. Date: Signed: Name: Relevant professlonal quallflcatlon(s) or body {If any): Os/Dg/zo+ Address: 'Plea58 ddetg th8 words In the brackets illhgy do nDt appty. If Ihg words do apply. sel oul those mattw5 ¥¥hh havè comè to y(xJr attenlon on Ihg IfwIng p899.

APPENDIX 3 Disclosure section Only complete if Ihe examiner needs to highlight malerial problems. Glve hera brief dfrtalls of any items that the oxaminor wlshgs to dlsclose