2022-04-30-accounts - Poynton And District Round Table

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Charity's principal address |c/o Mr. lain Rist

25 Oak Grove

Poynton, Stockport

Names of the charity trustees who manage the charity

Trustee Dates acted if not for whole Name of person (or body) entitled to name Office (if any) year appoint trustee (if any) 1 Mr James Billing Chairman 2 Mr Stephen Flacke Vice Chairman 3 Mr lain Rist Treasurer 4 Mr Neil Bradley Prior Chairman Names of the trustees for the charity, if any, (for example, any custodian trustees) i Dates acted if not for whole: Names and addresses of advisers (Optional information) : of adviser Name Address

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Name of chief executive or names of senior staff members (Optional information)
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TAR 1 March 2012

itwCCOt.L.ittitt(tU(tiw#((wdwdCCai“ eee

Description of the charity’s trusts

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lbedebicas sig ital Tc h airman,e nominattr e asud t r erusteesand of immediate the charitypast are chairman. normally theThe chairman,individualsvicethat
perform these roles will vary from year to year.
Additional governance issues (Optional information)
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You may choose to include N/A additional information, where relevant, about: e policies and procedures adopted for the induction and training of trustees;
e the charity’s organisational structure and any wider network with which the charity works;
e relationship with any related parties;

e trustees’ consideration of major risks and the system and procedures to manage them.

TAR

2 March 2012

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The Poynton and District Round Table is an rat alge for black ps _
on reqular occasions in order to further friendships, add somethingto their
Summary of the objects of the local Scmenuanity through fundraising, participation or support and enjoy a
charity set out in its governing range of life-broadening experiences. Full membership is limited to those
document between the ages of 18 and 45
Poynton and District Round Table (PDRT) undertake two main fundraising
activities each year: the Bonfire and Fireworks display at Poynton Pool and
the Santa Float throughout Poynton.
All resultant profits from these events, after deduction of necessary set up
costs, are retained in the PORT charity account for distribution to local
good causes in accordance with our objectives.
1. Bonfire and Firework Display at Poynton Pool, Poynton, Cheshire
Summary of the main activities on 6" November 2021
undertaken for the public PDRT typically organises and runs a bonfire and firework display at
benefit in relation to these Poynton Pool on the Saturday nearest to 5" November. This is PORT's
objects (include within this main fundraising event and is attended by approximately 4,000 to 5,000
section the statutory members of the public. Tickets were sold online in advance only.
declaration that trustees have
had regard to the guidance Revenue is raised by:
issued by the Charity e Sale of tickets to the public.
Commission on public benefit) e Operation of a licensed bar during the event.
e Receiving an advanced payment from the fairground, catering and
merchandise operators that are on-site during the event.
2. Santa Float throughout Poynton, December 2021
in the weeks leading up to Christmas, PDRT members, local volunteers
(from local organisations) and Santa visit almost all homes in Poynton,
interacting with the community and spreadinga little Christmas cheer in the
build up to the 25th December. Revenue is raised by operating a voluntary
cash collection in conjunction with the Santa float.
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Additional details of objectives and activities (Optional information)

Although PDRT has a reasonably healthy number of members, we do rely heavily on additional volunteers for our bonfire and Santa float activities.
You may choose to include further statements, where This much appreciated assistance for the period covered by this report has relevant, about: been received from: policy on grantmaking; e Local schools and pre-schools e Local Scouts groups
- policy programme related e Local sporting groups and clubs investment, e Former PORT members
e contribution made by volunteers. There have been a range of other individuals, too numerous to list here, that supply valuable assistance throughout the year, demonstrating the strength of community spirit within Poynton.

TAR 3 March 2012

Sr avuareita of tha charity representsThe period coveredPoynton and by thisDistrict reportRoundTable'sis 1" May 2021financialto 30"/ April charitable 2022 whichyear Guring the year Main Charitable Revenue Raising: e The November 2021 bonfire and fireworks event realised a net profit for the charity of over £27,500 e The December 2021 Santa float collections raised a profit of over £1000.

Charitable Donations: A total of £6900 of charitable donations have been made in the period including pledges which were not completed at the previous reporting date.

The charitable donations / pledges relating to the period were: e Local Schools and Pre-schools £1600 e Local Scout / Guide Associations £1150 e Local Junior Sports Clubs £1200 e Poynton Pedals for All £1400 e Poynton First Responders £1250 e The Robin Cancer Trust £300

Our opening charity account balance on 1“ May 2021 was £23,115.74 inclusive of the reserve account balance, with £9,300 pledges not completed at the previous reporting date.

Our closing charity account balance on 30” April 2022 was £45789.63 inclusive of the reserve account balance, with £5250 pledges not completed by the reporting date.

TAR 4 March 2012

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Poynton and District Round Table does not have a formal policy on
Brief statement of the reserved. However, the outstanding funds in our charity account as at
charity’s policy on reserves 30" April 2022 (after allowing for pledged donations) are held for the
following purposes:
e Torespond to future community service requests between 1“ May
2022 and our next fund raising events in November and
December 2022 as we have no other source of revenue until this
time.
e To partially cover costs that will be incurred relating to and in
advance of the fund raising events. Approximately £25,000 is
required to host the bonfire event.
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Details of any funds materially

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

e the charity's principal sources of funds (including any fundraising);
e how expenditure has supported the key objectives of the charity;
e investment policy and objectives including any ethical investment policy adopted.

Section F

Other optional information

The trustees declare that they have approved the trustees’ report above.

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Signed on behalf ofSignature(s)the charity’s trusteesLA é Z - | Nee |
Position (eg Secretary, Chair, etc) :
Tresurer Chairman (at time of signature)
Date I6/+/23 |
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TAR 5 March 2012

C—O Filet,oes he ie

| |

ie, Charity Nae No (if any) we FOR ENGLAND AND WALES Poynton and District Round Table Soa Receipts and payments accounts CC16a from 4/5/2021 30/4/2022 Section A Receipts and payments aie“ Restricted funds Endowment" fata Total funds Last year tothe nearest £ to the nearest é to the nearest & to the nearest £ to the nearest £ Ai Receipts aeeBoke es)55 |RE REI RRO NS IACI ee EESEO = = CT ae |eT ee 2a AF iheaI (RMIT a ____8= fee TTTi a ||ss> | 8 ST TTTC—t™SS—S—CS—TT....' | || |) RS TT es 8 see Sub total(Gross income for AR) a eee A2 Asset and investment sales, (see table). Sub total |e ee A3 Payments Lia Tsim oe $= PIE’. STEA as as, =o imme See||eee feed a |es =) ry _(Saee||| est {meer|| _ reese Pea e rsR RReee! 358 ee~jRa e T aeeee |Meera PS Lt I] ennSub total.|a2516) Lee)i a eeseee + (Gimmesr

A4 Asset and investment purchases, (see table) (lc a ee eae! Re ees 5) Sub total|| ASTaistorsNetofrecelpts(payments)|ss 2ze7a} {eTCid 4,48| A6 boweonfunds = [| Cash funds last year end Ee ess dh Cash funds this year enal_5790] [-_] |] [23.406]

Section B Statement of assets and liabilities at the end of the period Categories Details Unrestrictedfunds Restricted funds Endowmentfunds to nearest £ t £

rot•l¢•sh fvnds Unr•strtctrd R•¥trkthd lur lunds lund• D•W It)gkniQ ch•rtty us• B5 Uablll Oa ofaFwoval srthEfvJ 4[ 2J

Kk CHARITY COMMISSION] _ Independent examiner'sF FOR ENGLAND AND WALES report on the accounts

Report to the trustees/ aray members of | Poynton and District Round Table On accounts for the year | 30" April 2022 Charity no | 1126988 ended (if any) Set out on pages | CC16a Pages 1 to 2 | report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/04/2022. 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’). | 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, | have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent | have completed my examination. | confirm that no material matters have examiner's statement come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect: e accounting records were not kept in accordance with section 130 of the Act or

e the accounts do not accord with the accounting records

| 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 to be reached. * Please delete the words in the brackets if they do not apply.

Name: | Caroline Parker Sg a pce re

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IER
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October 2018

Relevant professional qualification(s) or body (if any):

Address: | 3 Kirkfell Drive

Stockport SK6 8JB

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). e e eeerentEA

IER

October 2018

Glve here brlef delalls of any Items th•t the examlner wlshes to dlsclose. None IER Octob•r 2018