## **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** |1
2
3
4
5
6
7
8
9
10
11
12
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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