2024-05-31-accounts

Trustees' Annual Report for the period

Period start date Period end date 01 06 2023 31 05 2024 To

From

Section A Reference and administration details

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

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	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

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

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There was one fundraising dinner which raised money for the charity along with the annual sleigh run collection and a stall to raise money at the Swansea air show.

The charity gave out over £2,000 in donations to local good causes.

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 [e-mail] 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.

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Section D Achievements and performance

The charity made a number of donations in the year including providing Summary of the main cash donations to Morgans Army, a local junior rugby team, friends of achievements of the charity Ysgol Crug Lasas well as others and buying food for the local food bank during the year and chocolates for children in hospital.

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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)

Youmay chooseto 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.	June 2023 - May 2024 £ £ Income Fundraising £ 1,774 Sleigh Income £ 2,581 Gift aid £ - Total Income £ 4,355 Expenditure Donations to good causes £ 2,240 41 Club Fundraising Share £ 1,031 Fundraising costs £ 860 Total Expenditure £ 4,131 Surplus for the year £ 224 Brought Forward Bank Balance 8,535 Carried Forward Bank Balance 8,759

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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
	13thNovember 2024
	13thNovember 2024

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