2022-03-31-accounts

Trustees’ Annual Report for the period

From 1[st] April 2021 To 31[st] March 2022

Charity name: Bourne & District Round Table Charitable Trust

Charity registration number: 1053320

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	Bourne & District Round Table is made up of community minded individuals who volunteer to raise and donate funds to enhance the lives of others in our local area
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 and 1.19	The groups major fund raising activity centres around the organisation and running of a local music festival. Proceeds of this are distributed in the local area.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees are aware of the guidance and agree that it aligns with their core values relating to why each member chose to become a trustee. All activity and decisions made relating to the trust are always with public benefit in mind as the main goal of the trust.

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers

Other

Achievements and Performance

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SORP reference
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Achievements and Performance	Achievements and Performance	Achievements and Performance
SORP reference
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	Due to the effects of COVID19, there has been reduced fund raising this financial year however there has still been some distribution using reserve funds. Our key fundraising was achieved through the local Fireworks event. This has allowed for a number of grants during the year to local good causes.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

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Review of the charity’s Para 1.21 The financial position of the charity remains
financial position at the end healthy
of the period
Statement explaining the Para 1.22 It is recognised that there are some potential
policy for holding reserves risks to holding a festival. A reserve of £50,000 is
stating why they are held held and it is thought to be adequate on the
basis of a total loss of the event. If it is decided
that the event will no longer be held then the
monies would then become distributable.
A reserve is held to support the construction of a
new Skatepark in Bourne. This reserve of
£25,000 was voted on by committee members
as unanimous. This amount is reserved until all
funds are secured by the Skatepark committee.
In the event that this funding is unsuccessful,
this amount shall become distributable.
Amount of reserves held Para 1.22 £75,000
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially in Para 1.24 N/A
deficit
Explanation of any Para 1.23 N/A
uncertainties about the
charity continuing as a going
concern
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Additional information (optional) You may 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:		The charity has one trust, which is funded through the groups fundraising activities
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	All Trustees are active members of Bourne & District Round Table, which is constituted as part of the National Association Of Round Tables Great Britain and Ireland
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Trustees are appointed by invitation by mutual agreement of existing trustees and by becoming active members of Bourne & District Round Table

Additional information (optional) You may choose to include further statements where relevant about:

Additional information (optional) You may choose to include further statements where relevant about:	Additional information (optional) You may choose to include further statements where relevant about:	Additional information (optional) You may choose to include further statements where relevant about:
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	Para 1.51
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

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Charity name Bourne & District Round Table Charitable Trust
Other name the charity uses Bourne & District Round Table
Registered charity number 1053320
Charity’s principal address PO Box 95
Bourne
Lincolnshire
PE10 1AF
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Names of the charity trustees who manage the charity

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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Mr B Spridgen Chairman
2 Mr S Jones Vice Chairman
3 Mr R Mason Treasurer
4 Mr S Jones Secretary
Mr B Kennington Community Services
5
Liason Officer
6 Mr C Crump
7 Mr A Barrett
8 Mr N Bothwell
9 Mr H James
10 Mr D Bosworth
11 Mr H Gunn
12 Mr P Heslop
13 Mr I Collins
14
15
16
17
18
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– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date
	Ben Spridgen Steve Jones
	Chairman Vice Chairman
	29/01/2023
	29/01/2023

Community Services 2021/22

Bourne Festival 2020 - Remainder Income Bourne Festival 2021 - In Bourne Festival 2021 - Out Bourne Festival - Surplus Bourne Festival 2022 - Advanced Payments Fireworks 2020 - In Fireworks 2021 Event - In Fireworks 2021 Event - Out Fireworks 2021 Event - Surplus Fireworks 2021 Bar - In Fireworks 2021 Bar - Out Fireworks 2021 Bar - Surplus Fireworks - Surplus Stamford Car Show - In Stamford Car Show - Out Stamford Car Show - Surplus Other Fundraising Interest Net Income Charity mobile phone OAP Xmas Party Bank Charges Sundry Costs Bar Trailer Surplus Donation - Tiley Summerhouse Donation - Rebecca Ablewhite Donation - Anna Rogers Donation - Salvation Army Income Expenses Donations

£ £0 £0.00 £0.00 £0.00 -£2,263.50 £0.00 £28,154.84 £23,668.96 £4,485.88 £4,854.48 £1,266.08 £3,588.40 £8,074.28 £333.05 £1,518.69 -£1,185.64 £43.34 £8.90 £52.24 £4,677.38 £329.70 £0.00 £26.25 £4,972.00 £176.59 £5,504.54 -£827.16 £383.04 £500.00 £500.00 £500.00

Total Donations Added to Reserves Opening Balance 1.4.21 - current Opening Balance 1.4.21 - deposit Surplus less Donations Closing Total Balance Represented by Current Account Deposit Account	£1,883.04 -£2,710.20 £1,073.01 £81,140.96 -£2,710.20 £79,503.77 £10,365.16 £69,138.61 £79,503.77

ELIZABETH PEELING MAAT 155 NEEDWOOD ROAD BEDFORD MK41 0DN TEL : [phone] EMAIL: [e-mail]

Independent examiner’s report to the trustees of Bourne & District Round Table

I report on the accounts of the Trust for the year ended 31 March 2022. Respective responsibilities of trustees and examiner

The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to:

• examine the accounts under section 145 of the 2011 Act

• to follow the procedures laid down in the general Directions given by the commission under section

145(5)(b) of the 2011 Act

• to state whether particular matters have come to my attention

Basis of independent examiner’s report

My examination was carried out in accordance with the general Directions given by the Charity Commission.

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 seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the next statement.

Independent examiner’s statement

In connection with my examination, no matter has come to my attention:

(1) which gives me reasonable cause to believe that in any material respect the requirements:

• to keep accounting records in accordance with section 130 of the 2011 Act and

• to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act 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

Name: ELIZABETH PEELING MIP AAT Licence Number 1001161 Date: 06[TH] January 2019

Elizabeth Peeling is licensed and regulated by AAT under licence number 1001161

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