**To**
## **Trustees' Annual Report for the period**
Period start date Period end date 01 06 2021 31 05 2022
**From**
## Section A Reference and administration details
**Charity name Other names charity is known by Registered charity number (if any)** 1162912
Swansea Round Table Charitable Trust Fund
**Charity's principal address** C/o Bevan & Buckland, Cardigan House, Castle Court Enterprise Park, Swansea, UK **Postcode SA7 9LA**
**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)**|
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||Hefin Jones||||
||HenryLloyd Davies||||
||Jonathan Jones||||
||Ian Welsh||1stJune 2021 to Dec
2021||
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**Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
**TAR**
March **2012**
1
## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address**
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Constitution
Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted
- (eg. trust, association, company)
Elected by Members of Swansea Round Table (57) Trustee selection methods
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
To make charitable grants to organisations and individuals as agreed by the members of Swansea Round Table.
**Summary of the objects of the charity set out in its governing document**
**TAR**
March **2012**
2
There were a number of fundraising events during the year and the charity was fortunate to benefit from a grant from Lambert Smith Hampton.
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
## **Additional details of objectives and activities (Optional information)**
Any organisation that would like to apply for a grant should contact the charity by letter or email hld@bevanbuckland.co.uk with the reference Swansea Round Table.
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
**TAR**
March **2012**
3
Section D Achievements and performance
The charity gave a number of donations including a £2,500 donation to **Summary of the main** support young carers in memory of Swansea Round Tabler Ian Welsh **achievements of the charity** who sadly passed away during the year having served as a trustee of the **during the year** charity since its formation. The charity also gave a grant to help feed the homeless at Christmas.
**TAR**
March **2012**
4
## **Section E Financial review**
## **Brief statement of the charity’s policy on reserves**
The charity aims to keep sufficient reserves to cover any unexpected day to day costs but as there are few or no overheads the aim is to donate the majority of funds raised to local causes.
## **Details of any funds materially in deficit**
None
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
|**Brought forward bank**||
|---|---|
|**balance**|**£ £7,709**|
|2021 - May 2022
**Income**||
|Fundraising
Donations
Gift aid|£ 1,146
£ 1,929
£ -|
|**Total Income**|**£ 3,075**|
|**Expenditure**||
|Donations to good causes|£ 3,014|
|41 Club Fundraising Share|£ -|
|Sleigh Upgrade & Costs|£ -|
|**Total Expenditure**|**£ 3,014**|
|**Carried Forward Bank Balance**|**£ 7,770**|
**TAR**
March **2012**
5
## **Section F Other optional information**
## **Section G Declaration**
**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**|J JOnes|H Jones|
|---|---|---|
||Jonathan Jones|Hefin Jones|
||
Trustee|Trustee|
||20/02/2023||
||20/02/2023||
**TAR**
March **2012**
6