CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1 April 2023 To 31 March 2024 Charity name: ALNWICK AND DISTRICT ROUND TABLE CHARITY FUND Charity registration number: 1049316 Objectives and Activities SORP refeienee Summary of the purposes of the charity as set out in its overnin document Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Para 1.17 ALNWICK AND DISTRICT ROUND TABLE CHARITY FUND Para 1.17 and 1.19 Activities comprise the volunteer members of the charity organising and operating events within the Alnwick and District area, with the aim of raising funds from the general public and from sponsorship. Monthly meetings are held to discuss and plan the events, as well as discuss and approve donations and contributions to local charities and community organlsatlons operating In the Alnwick & District area. Events include the annual fireworks display, beer festival, Sants sleigh run, Easter duck race, and music entertainment events. Statement confirming whether the trustees have had regard to the guidan issued by the Charity Commission on public benefit PaTa 1.18 The trustees have had regard to the guidance issued by the Charity Commission on public benefit. Additional information (optional) You ma choose to include further statements where relevant about: SORP reference Para 1.38 Dlscussions are held at a regular programme of meetings and each application I contribution is discussed, the relative merits considered and voted on by members, with decisions made by majority votes. Policy on grant making Policy on social investment including program related investment Para 1.38 Para 1.38 Contribution made by volunteers Other Achievements and Performance SORP ref8renGe The events held In the period under review are consldered by the charlty's members to have been successful In every respect. Summary of the main achievements of the charity, identifying the difference the charity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Para 1.20 Feedback received from the public demonstrate that much enjoyment was created amongst all ages of the local population. In addition, the events in the year generated some surplus resource8 which enabled the charity to make a range of donations in the period to community organlsations, sports club8, educational faci15ties and Individuals. The beneficiarles have expressed their gratitude and re-itsrated that the funds provlded enable their activltles to reach a greatsr user base, or provided support to individuals Without the means or ability to obtsin other such supporL Alnwick & Distrlct Round Table ha8 been an important part of the community since 1953 and its memberg, past and present, are proud of its achievements and continuing ststus as a group that has a positive impact in the communlty, changing and improving lives through its continuing efforts. Additional infomiation (optional) You ma choose to include further statements where relevant about: Achievements against objectives set Para 1.41 Performance of fundraising activities against objectives set Pafa 1.41 Investment performance against objectives Para 1.41 Other Financial Review Review of the charity's financial position at the end of the period Para 1.21 The financial position as shown in the annual accounts show that the charity is in a position to support further grants as well as incur relevant expenditure to enable events to tske place. Statement explaining the policy for holding reseNes stating why they are held Para 1.22 A policy of retaining a reserve balance 18 In placei given that a risk exists that events may be cancelled at short notice due to unforeseen events outside of the control of members, causing a deficit from such an evenL Weather factors are partlcular rlsk for outdoor events. Retaining reserves enables the charity to continue to support local good causes with a stronger degree of confidence, particularly in periods of time leading up to events, when expenditure commitments are entered into. Amount of reserves held Reasons for holding zero resenies Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concern Para 1.22 £10,000 nla Para 1.22 Para 1.24 nla Para 1.23 nla Additional informatlon (optional) You ma choose to include further statements where relevant about: The charity's principal sources of funds (including any fundraising) Para 1.47 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charity Para 1.46 Other Structure, Governance and Management Description of charity's trusts: Type of goveming document ',Il Iliarter How is the charity constituted? IL !] .Iiiiricorporated dSSOCiation LIO Trustee selection methods including details of any constitutional provisions e.g. eledion to post or name of any person or body entitled to appoint one or more trustees Para 1.25 Declaration of Trust Para 1.25 Unincorporatsd Association Para 1.25 Senior members invite applications from members who wish to be considered tor the role as a Trustee at such time as Trustee role becomes vacanL Addftional information loptional) You ma choose to include further statements where relevant aboul: Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity's organisational structure and any wider network with which the charity works P¥ra 1.51 Relationship with any related parties Paia 1,51 Other Reference and Administrative details Charit name Other name the charit uses Re istered charit number Charity's principal address ALNWICK AND DISTRICT ROUND TABLE CHARITY FUND ALNWICK BEER FESTIVAL 1049316 The Oaks Hotel South Road Alnwick Northumberland NE66 2PN Names of the charity trustees who manage the charity Dates acted if not for whol& oar Tyustse name Office (if any) Name of pernon lor body) entitled toa oint trustse ifan Graham Brown William Hopkins 10 11 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors at the date the re Director name nla ortwasa roved Name of trustees holding title to property belonging to the charity Dat88 acted If not for wholo Twgtee name nla aar Funds held as custodian trustees on behalf of others Description of the assets nla held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity's objects nla Details of arrangernents for safe custody and segregation of such assets from the charity's own assets nla Additional Information (optlonal) Names and addresses of advisers (Optlonal information) Type of Namo Address advlser Name of chief executlve or names of senlor stsff members (Optlonal informatlon) Exemptions from disclosure Reason for non-disclosure of ke ersonnel details Other o tional information Declarations The trustees declare that they have approved the trustses, report above. Signod on behalf of the charity's trustees Slgnature(s) Full name{s) Position (eg Secretary, Chair, etc) Graham Brown Trustee Date 6 January 2025 .I 1.101. Iiiiiiiill 11 lllll IDqll:n m] llllN] , Wll I:Wlli:N] llNWWI'," CHARITY COMMISSION FOR ENGLAND AND WALES Indopondent examlnae8 report on tho aecounts LNWCK AND OISTrICT Rout￿ TA8LE CtrLARITY FLIND On a¢M¥nt• forth• ymr 31 Mwrh 2024 Chlrfty no IN •ny) ' Ctr• Tnrflfortro y•¥•nd•d ¥1 lQ3llOX 2011 (tr Arf), under ••th1146 ofts 2011 Art•ThJ tn ¢yAry ox•rrthth, I Kler ••rAlon 145(SXb} dlh• A tt* A(# ¢Y 29101125,:.,: LUCY EWO I quallllc•lW•)or boty IV•nyl.' NE164HD , IER Section 8 Disclosure Only complete rf the examiner needs to highlight matters of concem (see CC32, Independent examination of chanty accounts.. d1￿CtIonS and guidance for examiners). Give here brief details of any Items that the examiner wlshes to dlsclose. IER October 2018 .I 1.101. Iiiiiiiill 11 lllll IDqll:n m] llllN] , Wll I:Wlli:N] llNWWI',"