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← Downend Round Table

2025-03-31-accounts

Trustees’ Annual Report for the period

From 01/04/2024 Period start date To 31/03/2025 Period end date

Charity name: Downend Round Table

Charity registration number: 1057692

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 £29,084 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 reserves held Para 1.22 Approximately £70,000
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		 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 Unincorporated 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 1057692
Charity’s principal address 63 Park Road
Staple Hill
Bristol
BS16 5LQ

Names of the charity trustees who manage the charity

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20		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee(if any)
Ed Curzon-Lewis Chairman
Paul Wells Immediate Past
Chairman
Ian Williams

– 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) ~~[ad inpetaws~~ Full name(s) Edward Curzon-Lewis Position (eg Secretary, Chairman Chair, etc) Date 27/01/26

No (if any) No (if any)
Downend Round Table 1057692
01 April 2024
31 March 2025
Receipts and payments accounts
Period start date
Period end date
To
For the period
from
~~ee~~
~~ee ee~~		 CC16a
Section A Receipts and payments
Unrestricted
funds		 Restricted
funds		 Endowment
funds		 Total funds Last year
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Fireworks 129,313 - - - 129,313 101,465
Santa Sleigh 3,370 - - - 3,370 3,419
Bank Interest 76 - - - 76 471
- - - - - -
- - - - - -
- - - - - -
- - - - - -
- - - - - -
Sub total(Gross income for (Gross income for
AR) AR)132,760 - - - 132,760 105,355
A2 Asset and investment sales,
(see table).
-
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total receipts
132,760
-
-
132,760
105,355
~~——————~~
A3 Payments
Donations 29,084 - - - 29,084 63,622
Fireworks 67,899 - - - 67,899 52,475
Santa Sleigh 2,585 - - - 2,585 1,664
Administration expenses 2,241 - - - 2,241 623
- - - - - -
- - - - - -
- - - - - -
- - - - - -
- - - - - -
**Sub total ** 101,809 - - - 101,809 118,382

A4 Asset and investment purchases, (see table) - - - - - - - - Sub total [ - ] - - - - ~~——~~ Total payments ~~—————~~ 101,809 - - 101,809 118,382 Net of receipts/(payments) 30,951 - - 30,951 - 13,027 A5 Transfers between funds - - - - - A6 Cash funds last year end - - - 64,467 77,494 Cash funds this year end_ ~~SSS]~~ 30,951 - - 95,418 64,467

CCXX R1 accounts (SS)

22/01/2026

1

Section B Statement of assets and liabilities at the end of the period

Unrestricted
Restricted
Endowment
Categories funds
funds
funds
Details
to nearest £
to nearest £
to nearest £
B1 Cash funds 51,278
-
-
44,140
-
-
-
-
-
95,418
-
-
Bank Current Account
Bank Deposit Account
Total cash funds
(agree balances with receipts and payments
~~—====~~
Agreement Error
OK
OK
account(s))
Unrestricted
Restricted
Endowment
funds
funds
funds
to nearest £
to nearest £
to nearest £
Details
B2 Other monetary assets -
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
~~—_—==~~
B3 Investment assets Fund to which
asset belongs
Cost (optional)
Current value
(optional)
-
-
-
-
-
-
-
-
-
-
Details
~~ee~~
B4 Assets retained for the
charity’s own use		 Fund to which
asset belongs
Cost (optional)
Current value
(optional)
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Details
~~mee~~
Fund to which
Amount due
When due
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
CCXX R2 accounts (SS)		 liability relates
(optional)
(optional)
-
-
-
-
-
Date of
approval
Print Name
Signature
Details
2
22/01/2026
E Curzon-Lewis
27/01/2026
~~—~~

CHARITY COMMISSION | FOR ENGLAND AND WALES Independent examiner's report on the accounts r:1 Independenl Examiner's Report i ?.4wr.v.7r4iiv Report to the trusteesl members of ., Downend Round Table On accounts for the year ended 31 March 2025 Charity no (if any) 1057692 I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended3 03 2QLg Responsibllities 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 sectton 130 of the Act or thp accounts do nol accord with the accounting records Independent examiner's 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 a proper understanding of the accounts io be reached. Please delete the words in th8 brackets if they do not apply. Signed: Date: Name: ALAN ROBERT CAVILL Relevant professional Chartered Accountanl Institute of Chartered Accountants in England and qualificationls) or body Wales (if any): Address: i ALAN CAVILL LTD 7 QUEENSHOLM CLOSE DOWNEND BRISTOL BS16 6LD Section B . Disclosure Only complete if the examiner needs to hi9hlighl matters of Loncern (see LC32, Independent examination of charity accounts.. directions and guidance for examiners). IER October 2018