Trustees’ Annual Report for the period
From 1[st] Period end date
Charity name: Carmarthen Round Table Charity
Charity registration number: 1083418
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Raising funds for distribution to local charities, good caused and individuals. Fundraising activities include organising Carmarthen's Bonfire Night fireworks display, hosting a charitable golf day and various non-specific events. |
| 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 |
Organise the Carmarthen Fireworks bonanza. The Carmarthen Music festival and the Carmarthen Beer Festival. We also conduct a Santa Sleigh, around Carmarthen. |
| 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 and abide by 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 | The Carmarthen Round Table Charity raises money through organising events for the community. Money is raised through selling tickets and from payments from stall holders at the events. All money raised is donated to good causes in Carmarthen or close to Carmarthen. |
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
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | As of 31stMarch 2022 Carmarthen Round Table have £23273.48 in the bank. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Carmarthen Round table small a reserve to cover late cancellation of events, and also to provide a float to pre-pay for items before events. |
| Amount of reserves held | Para 1.22 | £10,000 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
Additional information (optional)
| Additional information (optional) | 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 | The Carmarthen Round Tables primary source of funding is from the profits of hosting events. |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | No investments are made |
| A description of the principal risks facing the charity |
Para 1.46 | No large risks face the charity. |
| 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 | CIO |
| 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 nominally the Chairmen, secretary and treasurer and immediate past chairman of Carmarthen Round Table. This is voted on by members. |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | Carmarthen Round Table Charity |
|---|---|
| Other name the charity uses | CARMARTHEN ROUND TABLE NUMBER 80 |
| Registered charity number | 1083418 |
| Charity’s principal address | The Ivy Bush Royal Hotel Spilman Street Carmarthen SA31 1LG |
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) |
|---|---|---|---|---|
| Jonathon Griffiths | Chairman | |||
| Marc Jones | IPC | |||
| Max Greenwood | Secretary | |||
| Marc Ingram | Vice Chairman | |||
| Glyndwr Philips | Treasurer | |||
– 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 held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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 |
||
|---|---|---|
| Marc Ingram | ||
Treasurer |
||
| 31/03/2025 | ||
| 31/03/2025 |
Summary
| Fireworks | Bike Ride | Sleigh | Total |
|---|---|---|---|
| Costs £12,637.00 |
£437.00 | £681.00 | £13,755.00 |
| Sales £29,015.00 |
£1,537.00 | £1,238.00 | £31,790.00 |
| Profit/Loss £16,378.00 |
£1,100.00 | £557.00 | £18,035.00 |
| Overheads | £216.00 | ||
| Donations Made | £6,396.00 | ||
| Donations Promised | £6,000.00 | ||
| Total Donations | £12,396.00 | ||
| Back up | |||
| Fund | £3,000.00 | ||
| Current Balance | £20,373.00 | ||
| Funds Available | £14,373.00 | ||
| General Account Balance | £1,996.00 |