## **Trustees’ Annual Report for the period**
**From 1[st] April 2024 Period start date To 31[st] March 2025 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 2024 Carmarthen Round
Table have £12,258.90 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)**
## 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
and training of trustees|
Para 1.51||
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51||
|Relationship with any related
parties|Para 1.51||
|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|
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## **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 (ifany)**|
|---|---|---|---|---|
||Glyndwr Philips|Chairman|||
||Huw Protheroe|IPC|||
||Jonathan Griffiths|Secretary|||
||Marc Ingram|Treasurer|||
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## – 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)** Phil Bundy ~~ee~~ **Position (eg Secretary,** Treasurer **Chair, etc)** ~~ee~~ **Date** 10/10/2025 ~~fF~~
|Charity Account||
|---|---|
|Opening balance as at 1st April||
|2024|19338|
|Closing Balance 31st Match 2025|12259|
|Total Income|42240|
|Total||
|outgoings|49320|
|Total P/L|-7079|
|**Income**||
|Fireworks advert|2900|
|Fireworks ticket income|14757|
|Fireworks income|21897|
|Santa sleigh||
|income|693|
|Beer festival||
|income|1794|
|Beer festival||
|advert|200|
|**Less payments**||
|Fireworks costs|27369|
|Music festival||
|costs|65|
|Santa sleigh costs|1161|
|Donation|14167|
|Honorarium|0|
|Bank charges|216|
|Beer festival costs|6342|