## **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**
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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||||
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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**|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|
|---|---|---|
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|**Name of chief executive or names of senior staff members (Optional information)**|||
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## **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 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 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 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.
**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.|**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|
|---|---|
**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|
||13thNovember 2024||
||13thNovember 2024||
**TAR**
March **2012**
6