APPENDIX 1
Trustees’ Annual Report for the period ~~ES~~ Period start date Period end date Day Month Year Day Month Year ~~Po~~ From To 01 10 23 31 03 25
Office of the Scottish Charity Regulator
Reference and administration details
Charity name DUNFERMLINE ROUND TABLE CHARITABLE FUND DUNFERMLINE ROUND TABLE CHARITABLE FUND Other names charity is known by Registered charity number SC 052023 052023 Charity’s principal address 40 COUSTON STREET 40 COUSTON STREET DUNFERMLINE DUNFERMLINE
Postcode KY12 7QW ~~Ky12 70W~~
Names of the charity trustees on date of approval of Trustees’ Annual Report
|~~CraigSmith~~
~~Seowtay~~
~~AdamRintoul~~
~~Treasurer~~
~~|~~
Craig Smith|~~Seowtay~~
~~Treasurer~~
Secretary|||
|---|---|---|---|
|~~Craig Smith~~
~~Seowtay~~
~~AdamRintoul~~
~~Treasurer~~
~~|~~
~~tanHenderson~~
Adam Rintoul|~~Seowtay~~
~~Treasurer~~
~~|~~
Treasurer|~~|~~|~~|~~|
|~~AdamRintoul~~
~~Treasurer~~
~~|~~
~~tanHenderson~~
Ian Henderson|~~Treasurer~~
~~|~~|~~|~~|~~|~~|
|~~Adam Rintoul~~
~~Treasurer~~
~~|~~
~~tanHenderson ~~
~~JamesLut~~
James Luff|~~Treasurer~~
~~|~~
~~ee~~|~~|~~
~~ee~~|~~|~~
~~ee~~|
|~~James Lut ~~|~~ee~~|~~ee~~|~~ee~~|
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1
APPENDIX 1
Reference and administration details
Names of all other charity trustees during the period, if any, (for example, those who resigned part way through the financial period)
| Name | Name | Dates acted if not for whole year |
|---|---|---|
| Structure, governance and management | ||
| Type of governing document Trustee recruitment and appointment |
||
| Constitution | ||
| Our Trustees aointed when the charit was incororated | ||
| pp y p were based on the members of Dunfermline Round Table at the time. Once a Trustee is leaving Dunfermline Round table, a resolution would then be put forward at the next Trustee meeting to vote on removing and appointing Trustees |
||
| Objectives and activities | ||
| Charitable purposes Summary of the main activities in relation to these objects |
||
| The advancement of the arts, heritage, culture or science; the relief of those in need by reason of age, ill-health, disability, financial hardship or other disadvantage and the prevention or relief of poverty. |
||
| (a) To support such charitable purposes as decided and voted on from time to time by the Trustees; (b) To organise and assist with the running of fundraising events within our community and (c) To raise funds and distribute them to local good causes; making donations to 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 community organisations and sports clubs involving children and members of the general public who are fundraising for a good cause. |
2
APPENDIX 1
Achievements and performance
Summary of the main achievements of Our beer festival was held in October 2023. This unfortunately coincided the charity during the financial period with a spell of very bad weather. However, a profit of just over £8,500 was still achieved, a reasonable result given the circumstances. Our Santa's Sleigh event in December 2023 raised £3,540. Our December 2024 event is also included in this financial year - that event was extremely successful and raised £8,595 which is our highest ever Santa's Sleigh total by some distance. Our beer festival is held locally in Dunfermline in order to benefit local good causes. This is a large scale event and is usually attended by over 1,200 people over the course of a weekend. Our Santa Sleigh collection is held in December in the the weeks prior to Christmas. We operate a street collection with Santa and his elves in tow. 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 Fife at Christmas time. The donations to local good causes and charities made during this financial year totalled over £20,000, including donations to Dunfermline Rugby Football Club, Children’s Clothing Bank Dunfermline, Radio Forth Cash For Kids, Dunfermline Foodbank, Gift of Christmas appeal, SEAL Dunfermline and many others.
Financial review
| Brief statement of the charity’s policy on reserves Details of any deficit Donated facilities and services (if any) |
Where possible we look to date any funds raised from fundraising activities to good causes within that financial |
|---|---|
| , year. However, where we raise funds shortly prior to Christmas at our annual Santa Sleigh collection, those funds are generally donated in November/December the following year, as those funds tend to go towards charities and good causes at Christmas time and charities who have Christmas appeals, such as Dunfermline Foodbank and Gift of Christmas Fife and donations are given well in advance of Christmas time. The funds at the end of the financial year in March 2025 were higher than normal. However, we did have a 'Big Charity giveaway. held on 28th March 2025 and donated over £10,000 to a variety of charities and good causes. Due to timings, the successful applicants received their funds in April 2025 so will show in our next set of financials |
|
| n/a | |
| n/a |
3
APPENDIX 1
Other optional information
Declaration
The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees Signature(s) OSCR will accept digital or typed signatures Full name(s) Position (e.g. Chair) Date
4
Enter SC No. below
Enter charity name below
SC
| SC | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Receipts andpayments accounts | |||||||||||||||||||||||
| Period start date | Period end date | Period end date | |||||||||||||||||||||
| For the period from |
Day 30 |
Day | Month 09 |
Month | Year 2023 |
to | Day 31 |
Month 03 |
Year 2025 |
||||||||||||||
| 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 |
Total funds last | |||||||||||||||||
| to nearest £ | to nearest £ | to nearest £ | to nearest £ | to nearest £ | to nearest £ | to nearest £ | to nearest £ | to nearest £ | to nearest £ | ||||||||||||||
| A1 Receipts | |||||||||||||||||||||||
| Donations | 20178 | 20178 | - | ||||||||||||||||||||
| Legacies | - | ||||||||||||||||||||||
| Grants | - | ||||||||||||||||||||||
| Receipts from fundraisingactivities | 37088 | 37088 | - | 38694 | |||||||||||||||||||
| Gross tradingreceipts | - | ||||||||||||||||||||||
| Income from investments other than | |||||||||||||||||||||||
| land and buildings | - | ||||||||||||||||||||||
| Rents from land & buildings | - | ||||||||||||||||||||||
| Gross receipts from other charitable | |||||||||||||||||||||||
| activities | - | ||||||||||||||||||||||
| - | - | - | - | ||||||||||||||||||||
| A1 Sub total | A1 Sub total 57266 |
- | - | - | - | - | - | - | - | - | 57266 | - | - 38694 |
- | |||||||||
| A2 Receipts from asset & | |||||||||||||||||||||||
| investment sales | |||||||||||||||||||||||
| Proceeds from sale of fixed assets Proceeds from sale of investments A2 Sub total - - - Total receipts - - - ~~—~~ 0 57266 |
- - |
- - |
- - |
0 57266 |
- - - - |
- - 0 0 |
- - |
||||||||||||||||
| A3 Payments | |||||||||||||||||||||||
| Expenses for fundraising activities | 18885 | 18885 | - | 18015 | |||||||||||||||||||
| Gross trading payments | - | ||||||||||||||||||||||
| Investment management costs | - | ||||||||||||||||||||||
| Payments relating directly to charitable | Payments relating directly to charitable | ||||||||||||||||||||||
| activities | - | ||||||||||||||||||||||
| Grants and donations | 20474 | 20474 | - | 14324 | |||||||||||||||||||
| Governance costs: | |||||||||||||||||||||||
| - | |||||||||||||||||||||||
| Audit / independent examination | - | ||||||||||||||||||||||
| Preparation of annual accounts | - | ||||||||||||||||||||||
| Legal costs | - | ||||||||||||||||||||||
| Other | Other | ||||||||||||||||||||||
| - | |||||||||||||||||||||||
| - | - | - | - | ||||||||||||||||||||
| A3 Sub total | 39359 | - | - | - | - | - | - | - | - | - | 39359 | - | - 32339 |
- | |||||||||
| A4 Payments relating to asset and | |||||||||||||||||||||||
| investment movements | |||||||||||||||||||||||
| Purchases of fixed assets Purchase of investments A4 Sub total - - - Total payments - - - ~~——————~~ 0 39359 |
- - |
- - |
- - |
0 39359 |
- - - - |
- - 0 32339 |
- - |
||||||||||||||||
| Net receipts / (payments) A5 Transfers to / (from) funds Surplus / (deficit) for year |
- - - - - - - - - - - - - ~~=——————~~ 17907 17907 6355 17907 17907 6355 |
APPENDIX 2
SC
Section B Statement of balances
| Categories Signed by one or two trustees on behalf of all the trustees B5 Contingent liabilities B4 Liabilities B1 Cash funds B2 Investments B3 Other assets |
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 | - 24694 |
6787 | |||||
| Surplus / (deficit) shown on receipts and payments account |
- 17907 |
||||||
| - | |||||||
| - | |||||||
| Cash and bank balances at end of year (Agree balances with receipts and payments account(s)) Details |
- | - | - | - | - 24694 |
- 6787 |
|
| - | - |
- 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 £ |
- 0 |
- 0 |
||
| Current value (if available) to nearest £ |
Last year to nearest £ |
||||||
| Details | Total - Fund to which liability relates |
- | - 0 |
- 0 |
|||
| Amount due to nearest £ |
Last year to nearest £ |
||||||
| Details | Total Fund to which liability relates |
- 0 |
- 0 |
||||
| Amount due (estimate) to nearest £ |
Last year to nearest £ |
||||||
| Signature* | Total Print Name |
- 0 |
- 0 |
||||
| Date of approval |
|||||||
| Adam Rintoul | ADAM RINTOUL | 25/03/2026 | |||||
- Please note - OSCR will accept digital or typed signatures
2013-04-02 Copy of Trustees AR Ap2 excel.xls / Statement of balances
December 2007
2
APPENDIX 2
SC
Section C Notes to the Accounts
| C3a Trustee remuneration C4a Trustee expenses C3b Trustee remuneration - details C1 Nature and purpose of funds(may be stated on analysis of funds worksheets) C2 Grants |
All funds were raised from either our beer festival or santa's Sleigh. There was also a sum of £20,178 which was received from Dunfermline Round table prior to the entity becoming a charity |
All funds were raised from either our beer festival or santa's Sleigh. There was also a sum of £20,178 which was received from Dunfermline Round table prior to the entity becoming a charity |
All funds were raised from either our beer festival or santa's Sleigh. There was also a sum of £20,178 which was received from Dunfermline Round table prior to the entity becoming a charity |
All funds were raised from either our beer festival or santa's Sleigh. There was also a sum of £20,178 which was received from Dunfermline Round table prior to the entity becoming a charity |
All funds were raised from either our beer festival or santa's Sleigh. There was also a sum of £20,178 which was received from Dunfermline Round table prior to the entity becoming a charity |
|---|---|---|---|---|---|
| Type of activity or project supported | Individual / institution |
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) |
|||||
| Authority under which paid | £ | ||||
| If no expenses were paid to any charity trustee during the period then cross (otherwise complete section 4b) |
this box | ||||
| C4b Trustee expenses - details |
Number of trustees |
£ | |||
| C6 Other information C5 Transactions with trustees and connected persons |
Nature of relationship |
Nature of transaction | Transaction amount (£) Balance outstanding at period end (£) |
||
| Number of | £ | |||||
|---|---|---|---|---|---|---|
| trustees | ||||||
| C4b Trustee expenses - | ||||||
| details | ||||||
| Transaction | Balance | |||||
| amount (£) | outstanding at | |||||
| Nature of relationship | Nature of transaction | period end (£) | ||||
| C5 Transactions with trustees | ||||||
| and connected persons | ||||||
| C6 Other information |
2013-04-02 Copy of Trustees AR Ap2 excel.xls / Notes
December 2007
3
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 to nearest £ funds |
- Restricted funds to nearest £ |
- | - | - Total current to nearest £ period |
- 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 - - Unrestricted funds to nearest £ 4 Payments relating directly to charitable activities |
- | - | - | - | - | - | |||
| - 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 | - | - | - | - | - | - | |||
| - | - | - | - | - | - |
2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (1)
December 2007
APPENDIX 2
SC
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 | 20178 | - 20178 |
|||||
| Legacies | - | ||||||
| Grants | - | ||||||
| Receipts from fundraisingactivities | 37088 | - 37088 |
38694 | ||||
| Gross tradingreceipts | - | ||||||
| buildings | - | ||||||
| Rents from land & buildings | - | ||||||
| Gross receipts from other charitable activities | - | ||||||
| Sub total Receipts from asset & investment sales |
- 57266 |
- | - | - | - 57266 |
- 38694 |
|
| - | |||||||
| Proceeds from sale of fixed assets | - | ||||||
| Proceeds from sale of investments | - | ||||||
| Sub total Total receipts Payments |
- 0 |
- | - | - | - 0 |
- 0 |
|
| - 57266 |
- | - | - | - 57266 |
- 38694 |
||
| - | |||||||
| Expenses for fundraisingactivities | 18885 | - 18885 |
18015 | ||||
| Gross trading payments | - | ||||||
| Investment management costs | - | ||||||
| Payments relatingdirectlyto charitable activities | - | ||||||
| Grants and donations | 20474 | - 20474 |
14324 | ||||
| Governance costs: | - | ||||||
| Audit / independent examination | - | ||||||
| Preparation of annual accounts | - | ||||||
| Legal costs | - | ||||||
| - | |||||||
| - | |||||||
| Sub total Payments relating to asset and investment movements |
- 39359 |
- | - | - | - 39359 |
- 32339 |
|
| - | |||||||
| Purchases of fixed assets | - | ||||||
| Purchase of investments | - | ||||||
| Sub total Total payments Net receipts / (payments) Transfers to / (from) funds Surplus / (deficit) for year |
- | - | - | - | - | - | |
| - | |||||||
| - 39359 |
- | - | - | - 39359 |
- 32339 |
||
| - | |||||||
| - 17907 |
- | - | - | - 17907 |
- 6355 |
||
| - | |||||||
| - 17907 |
- | - | - | - 17907 |
- 6355 |
||
| - | |||||||
| Nature and purpose of funds | |||||||
| Funds raised from beer festival and Santa's Sleigh - will be donated to local causes |
good |
2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (2)
December 2007
APPENDIX 2
SC
Additional analysis (3)
| 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 and purpose of funds | ||||||
2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional 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 V2 |
|
|---|---|
| Report to the | Charity name |
| trustees/members of | DUNFERMLINE ROUND TABLE CHARITABLE FUND |
| Registered charity number |
SC 052023 |
| On the accounts of the | Period start date Period end date |
| charity for the period | Day Month Year Day Month Year |
| to 01 10 2023 31 03 2025 |
|
| Set out on pages | (remember to include the page numbers of additional sheets) 1-10 |
| 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 | In the course of my examination, no matter has come to my attention [other than that |
| statement | 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 |
|
| understanding of the accounts to be reached. | |
| Signed:** | Date: 14/04/2026 |
| Name: | DAVID MILLER FCCA |
| Relevant professional qualification(s) or body |
ACCA |
| (if any): | |
| Address: | 14 Reid Place, Dunfermline, KY12 9FL |
*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.
**OSCR will accept digital or typed signatures.
APPENDIX 3
Disclosure section
Only complete if the examiner needs to highlight material problems.
Give here brief details of any items that the examiner wishes to disclose