2023-04-30-accounts - Poynton And District Round Table

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Trustees, Annual Report for the period From Period start date oi T Period end date 2022 2023 Section A Reference and administration details Charlty name Poynton and District Round Table other names charfty is known by Reglstered charity number (rf any) 1126988 Charity's prlncipal address cjo Mr. lain Rist 25 Oak Grove Poynton, Stockport Postcode SK12 1AD Names of the charity trustees who manage the charity TnMt•• name Office {rf any) Name of pgrson lor body) entiU•d Inttrustoe ifan Mr Stephen Flacke Dr Jon Radclrffe Mr lain Rist Mr James Billing Names of the trustoes for the charity. If any, (for example, any custodlan trustees) Name Datss acted rf not for whole Chairman Vice Chairnan Treasurer Prior Chairman Names and addresses of advlsera (Optional infomiation) o of adviser Name Address Name of chièf executive or names of senior staff members (Optional inforniation) TAR Mard) 2012

Section B Structure, overnance and mana ement Description of the charlty's trusts Constitution Type of goveming document How the charity is constituted Association Trustee Selection methods The nominated trustees of the charity are nonnally the chairman, vi chaim)an. treasurer and immediate past thaim)an. The individuals that perform these roles wll vary from year to year. Additional governance iMue8 (Optlonal Infomiation) WA You may choose to include additional infomation, where relevant, about-. policies and wocedures adopted for the induction and training of trustees- the charity's organisational structure and any wider nehvork WTlh which the charity works. relationship with any related parties,. trustees, Gonsideration of major risks and the system and procedures to manage them. TAR Marth 2012

Section C ectives and activities The Poynton and Distn'ct Round Table is an organisation for men that meet on regular occasions in order to further friendships, add something to their local communty through fundraising, participation or support and enjoy a range of lrf&broadening experiences. Full membership is limited to those belween the ages of 18 and 45. Summary of the objects of the charity set out In its govoming document Poynton and District Round Table (PDRT) undertake two main fundraising activitEs eath year. the Bonfire and Fireworks display at Poynton Pool and the Santa Float throughoLrt Poynton. All resultant proffts from these events. after deduction of necessary setup costs, are retained in the PDRT tharity account for distribution to local good causes in accordan with our objectives. Bonfire and Firework Display at Poynton Pool, Poyrrton, Cheshire on P November 2022 PDRT typically organises and runs a bonfire and firework display at Poynton Pool on the Saturday nearest to 5th November. This is PDRfs main fundraising event and is attended by approximately 4,000 to 5,000 members of the public. Tickets were sold online in advance only. Summary ofthe main activities undertaken for the public benefft in relation to these objects (include withln this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefbt) Revenue ts raised by: sa of b'ckets to the public. Operation of a linsed bar during the event. Receiving an advanced payment from the fairground, catering and merchandise operators that are on-site during the event. Santa Float throughout Poynton, December 2022 In the weeks leading up to Christmas, PDRT members, local volunteers (from lo1 organisations) and Santa visit almost all homes in Poynton, interacting with the ccrtnmunity and spreading a little Christmas ¢heer in the build up to the 25th December. Revenue is raised by operating a volunta rAsh colleth.on in con unrtion with the Santa float. Addltlonal details of objectives and activities (Optional infomiallon) Although PDRT has a reasonably healthy number of membets, we do rely heavily on addrtional volunteer5 for our nfire and Santa float activities. You may choos• to include further statements, wher8 relevant, about: policy on grantmaking" policy programme related investment., contribution made by volunteers. This much appreaated assistan for the period covered by this report has been received from.. Local sch¢)ols and pre-S(*)ools Local Scouts groups Local swrting groups and dubs Former PDRT members There have been a range of other individuals, too numerous to list here, that supply valuable assistan throughout the year. demonstrating the stren h of communrt irit within Po nton. TAR Marth 2012

Section D Achievements and performance The period covered by this report is 1#t May 2022 to 30" April 2023 which represents Poynton and District RoundTable's financial I charitable year. Summary of the main achievements of the charlty during the year Main Charitable Revenue Raising: The November 2022 bonfire and fireworks 8v8nt realised a net profit for the charTty of just under £38.OLXI. The December 2022 Santa fioat collections raised a profit of over £1900. Chartiable Donations: A total of £17,725 of tharitable donations have Lten made in the period induding pledges which were not completed at the previous reporting date. The tharitsble donations I pledges relating to the period Vre.. Local Junior and Senior Sports Clubs £5,500 Local Schools and Pre-schools £3,500 Local Scout l Guide Associations £3.150 Poynton First Responders £3,075 Poynton Communty Larder £1,OC(I Poynton Heritage Garden £500 Safford Boys Club £500 Seff Care Matters £51XJ Our opening charity account balan on 1# May 2021 was £45,789.63 inclusive of the reserve account balan, with £5,250 pledges not completed at the prewous reporting date. Our dosing ¢hartty account balan on 30th April 2022 was £67,921.55 inclusive of the reserve account balance, with £6.500 pledges not completed by the repo.ng date. TAR Marth 2012

Section E Financial review Poynton and Distrid Round Table does not have a formal policy on reserves. However, the outstanding fijnds in our charity account as at 30th April 2022 (after all014n9 for pledged donations) are held for the following purposes.. To respond to future communty service requests betsveen 1 May 2023 and our next fundraising events in Novemter and December 2023 as we have no other sources of revenue during this time. To partially cover costs that wll be incurred relating to and in advance of the fund raising events. Approximately £25,000 is required to host the bonfire event Brlef statement of tho charity's policy on reserves Dotalls of any funds matsrialty in deficit Further financial rnvlew detslls (Optional informalion) You may choose to include additional information, where relevant about.. the charrty's prinopal sources of funds (Induding any fundraisingl-, how expenditure has supported the key obje¢tNes of the charity- investment policy and objectives including any ethical investment policy adopted. Section F Other optional information None Section G Declaration The trustees declare that they have approved the trustees, report above. Slgned on bohalf of the charlty's trustees Signaturn(s) Full namds Dr Jon Raddiffe Position leg Secretary. Chalr, Otc) Trustee Chainnan (at time of signature) Date 4. 10.. Zu- TAR March 2012

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nA, CHARITY COMMISSION) — Independent examiner's \Saeoey | FOR ENGLAND AND WALES report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ oe members of | Poynton and District Round Table On accounts for the year | 30% April 2023 ended Set cut on pages | CC 16a Pages 1 to 2

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Charity no | 1126988
(if any)
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  - | report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/04/2023.

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
s the accounts do not accord with the accounting records

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

Signed: ry | Date: | 1st December 2023 Name: | Caroline Parker |

Relevant professional |[ACA] qualification(s} or body (if any): Address: | 3 Kirkfell Drive

High Lane | Stockport SK6 8JB

IER

October 2018

Section B

Disclosure

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

Give here brief details of [None any items that the examiner wishes to disclose. | |

] | ee

IER

October 20718