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**
||||||||||||||||||||||**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
**SC**
## **Section B Statement of balances**
|**Categories**
**Signed by one or two trustees**
**on behalf of all the trustees**
**B3 Other assets**
**B5 Contingent liabilities**
**B4 Liabilities**
**B1 Cash funds**
**B2 Investments**|**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
2
December 2007
APPENDIX 2
**SC**
## **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.
|**C3a Trustee remuneration**
**C2 Grants**
**C3b Trustee remuneration -**
**details**|**Type of activity or project supported**|**Individual /**
**institution**|**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
3
December 2007
APPENDIX 2
**SC**
## **Additional analysis (1)**
## **Analysis of receipts and payments**
## **1 Donations**
|**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 £**|**Unrestricted**
**funds**
**to nearest £**|**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**Total current**
**period**
**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
**SC**
## **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
**SC**
## **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