2024-03-31-accounts - Downend Round Table

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Trustees’ Annual Report for the period

From Period start date To Period end date

Charity name:

Charity registration number:

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	GENERAL CHARITABLE PURPOSES
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	Hold or assist with local public events. Funds raised are mostly used for local charities and good causes.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	Downend Round Table trusteeshave had regard to the guidance issued by the Charity Commission on public benefit

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

	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	£63,622 donated to groups, organisations and individuals that provide support or services to people in the Downend and wider area.

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

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

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The financial position of the charity is good
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Reserves are held to provide seed capital for future charity fundraising events
Amount of reservesheld	Para 1.22	Approx.£40,000
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	N/A
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	Annual fireworks display and Santa Sleigh float
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A
A description of the principal risks facing the charity	Para 1.46
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Trust deed
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Unincoporated association
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	Elected
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	N/A
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	N/A
Relationship with any related parties	Para 1.51	N/A
Other

Reference and Administrative details

Charity name	Downend Round Table
Other name the charity uses	DRT
Registered charity number
Charity’s principal address	63 Park Road Staple Hill Bristol BS16 5LQ

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Paul Wells	Chairman
	Edward Curzon- Lewis	Treasuere
	Daniel Deffley	CSLO

– 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
	Paul Wells
	Chairman
	9/3/2025
	9/3/2025

CHARITY COMM15510N FOR ENGLAND ANO WALES Recei ts and ments accounts CC16a For the period from To 0110412023 3110312024 Section A Receipts and payments Unrestricted funds Restrictod fund8 Endowment funds Total fund8 Last y•ar to th• n•amt to th• n•awt £ to tho ng4re•t £ to tho n••re•t £ to the nejmt £ A1 Recel ts Fireworks Sants Slwgh 8ank Interest 101,465 3,419 471 101,465 3,419 471 93,473 2,264 72 ross income or AR) 105,3JS 105,35S 95,808 88e see table . nve8 men Total recelpts 108,JSS A3Pa ment8 Donations Fireworks Finance tharges Sants Sleigh Administration expenses Area 12 63,622 52.475 63,622 52,475 37,731 46,998 2,099 923 588 2,168 1,664 623 623 Sub total 118,382 11B,382 90.507 A4 Asset and Investment Sub total 118,382 118,382 90.507 Net of r8ceipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 13,027 13,027 5,301 64,467 64.467 77.494 CCXX R1 8ceounl$ ISSI 2110112025

Section B Statement of assets and liabilities at the end of the period Unrestricted funds to n•are8t £ Re$trieted funds to n•ar••t £ Endowment funds to noarost £ Catogorlos Dotsils B1 Cash fund8 Bank Current Account 18,S03 Bank Deposit Acuunt 45,964 Total cash funds 64,467 lagrn• balonc•s r•c¢ipts and paym*nts •ccountl•ll Unrèstricted funds to n•are$t £ Restrlcted fund8 to n••r•st £ Endowment fund8 Detall8 82 Other monetary a88et8 Fund to whlch ••••l b•lon Curront vJlu• Ilonal Detslls Co•t loptlon•ll Fund to whlch ••¥gt bvlon Current valu• tlonal Detalls Co•t loptlon•ll 84 A88et8 retalned for the charlty's own u80 Fund to whlch r81atp Amoun¢ due tlonal Whèn du• lonal Dets118 85 Liabilltle8 Signed by one or 0 Iruslees on behalf of all the Iruste8S Signature Print Name Date of roval CCXX R2 accounts ISSI 2110112025

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Downend Round Table Charitable Trust On accounts for the year ended 31 March 2024 Charity no (if any) 1057692 Set out on pages 1 and2 Iremèintrk¢f IP/ i11slude tlie page nunitriprs Df ad,'lilioiial str4ee.ls I I report to the trustees on my examination of the accounts of the above charity ('the Trust.) for the year ended31103I Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act") I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5){b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect. accounting records were not kept in accordance with seGtion 130 of the Act or the accounts do not accord with the accounting records Independent examiner'8 Statement I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn In order to enable proper understanding of the accounts to be reached. Please d818t8 the words in the brackets if they do not apply. 21. Oil Zo£S Signed: Date.. Name: AL4N ROBERT CAVILL Relevant professional qualification(s) or body (if any): Chartered Accountant Institute of Chartered Accountants in England and Wales Address: ALAN CAVILL LTD 7 QUEENSHOLM CLOSE DOWNEND BRISTOL BS16 6LD Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity acGounts.' directions and guidan for examiners). IER October 2018