## **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 trustees**have 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 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