To
Trustees' Annual Report for the period
Period start date Period end date 01 06 2022 31 05 2023
From
Section A Reference and administration details
Swansea Round Table Charitable Trust Fund
Charity name Swansea Round Table Charitable Trust Fund Other names charity is known by Registered charity number (if any) 1162912 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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Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Hefin Jones | ||||
| HenryLloyd Davies | ||||
| Jonathan Jones | ||||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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| Names and addresses of advisers (Optional information) Type of adviser Name Address |
Names and addresses of advisers (Optional information) Type of adviser Name Address |
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
Type of governing document
Constitution
- (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:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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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
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There was one fundraising dinner which raised money for the charity.
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:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
The charity did not receive many requests for funding during the year and Summary of the main none that were approved. The charity has made a number of donations achievements of the charity since the year end. during the year
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Section E Financial review
The charity aims to keep sufficient reserves to cover any unexpected day Brief statement of the to day costs but as there are few or no overheads the aim is to donate charity’s policy on reserves the majority of funds raised to local causes. Details of any funds materially None in deficit
Further financial review details (Optional information) You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
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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 | |
| 30thOctober 2023 | ||
| 30thOctober 2023 |
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