CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 0110612022 To 3110512023 Charity name: WEYMOUTH ROUND TABLE CHARITABLE TRUST FUND Charity registration number: 1187413 Objectives and Activities SORP referencè Para 1.17 Summary ofthe purposes of the charity as set out in its governing document The Weymouth round tsble operates to support people in the Weymouth and Portland area. The money raised from local events are distributed out to those in ne8d within this vicinit The Weymouth Round Table has organised fundraising evenls, received eontributlons through a JustGlvlng page, and secured donations from varlous corporale sponsors. The funds raised have been allocaled to support local organisations, including Ihe Weymouth Amateur Boxing Club and the Portland Gig Riwiing Club. Additionallyy a portion of the funds has been directed towards the annual Summerfest event. which is held each year to generate financial Support for local charitable causes. The trust&es of the Weymouth Round Table Charltable Trust Fund confirm that they have had due regard to the guldance issued by the Clarity Commission on public benefit when maklng de¢islons ragarding th8 Trusvs activitie5 and funding allocations. Summary of the main aGtivilies in relation to those purposes for the public benefrt, in particular, the activities, projects or services identified in the accounts. Para.1.17and .1.19 stat6ment confirming whether Ihe trustees have had regard to the guidan issued by the Charity Commission on public nefit 'Para 1.18 In Ilne ￿1th thls guldance, the trustees ensure that all Gharitable funfls arg used In a manner that dlreclly beneflts th publicy particularly by supporting local organlzatlons. communlty prolects, and charitab19 initiatives that align with th• Trust's objectives. The truslees regularly review the Trust's activits.es to ensure that they Gontinue to provide meanlngful and measurable beneffts.to the community while maintaining compliance with regulatory The Trust remains COTnmitted to transparencyy accountablllty, and the responsible managemont of its financial resources to maxlmlse publlc benefit and uphold the principles set out by the ChaTi Commission. Additional inforniation (optional) You ma choose to include furtherstatements where relevant aboutr. SORP ￿ferenc& Para 1J8 Policy on grant making Policy on social investment including program related investment Para 1.38 para 1.38 Contribution made by volunteers Other Achievements and Performance SORP ref8r8nce The Weymouth round table organised various fund-raising events for good causes. This included a charity raffle, wine tasting and a charity race nighL The round tsble have used these funds to donate to variou5 Gharities and organlsations. A donation to the Famous Old Spa meant that they could purchase a defibrlllator. Anolher donation made to Portland Gig Rowing Club meantthatthey could purchase nowèquipment and kit. Summary oflhe main achievements of the charty, Identlfylng the differen￿ the charity's work has made to the circumstances of its beneficiaries and any wider benefrts to society as a whole, Para 1,20 Addltlon You ma l infomia hoose to include further statemenls where relevant aboul. Achlevements against obj8Ctiv96 set Para 1.41 Performance of fundraising activities against oil'eclives set Para 1.41 Invgstment performanG6 against objectives Para1.41 Other Financial Review Review of the charty's financial position at the .end ofthe period Para 1.21 At yoar end, the round table are leftwlth a balance of £6501. This is a good amount of fundsto have so thatwe can Continue to organlse bigger and better fund raising events in the new finanGial ear. The Weymouth Round Table is committed to maintalnlng adequate financlal reserves to ensure Its continued ability to oryanize and faGilitate future fundraisln events. £6501 Statement explaining the policy for holding reseNes stating wvhy they are held Para 1.22 Amount of reserves held Reasons for holding zero reserves Delails of fund materially in deficit Exp18nation of any uncertainties about the charity continuing as a going concem Para 1.22 Para 1.¥2 Para 1.24 NIA Parn 1.23 NIA Additional information (optional) You ma choose to indude further statements where relevant about.. The chartiy's principal sour￿5 of funds (including any fundraising) Para 1.47 Inveslment policy and objedives including any social investment poliGy adopted Pai4 1.,46 A description of the principal risks facing the Gharity Para 4.16 other Structure, Governance and Management Description of charity's trusts.. Type of governing document Para 1.25 How is th8 charity constituted? Para 1.25 pd Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or mor8 trustees P818 1.25 Additional informatlon (optlonal) You ma choose to include further statements where relevant atK)Ut'. Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity's organisational structure and any wider network with which the charity works Para 1.51 Relationship with any related parties Para 1.51 Other Reference and Administrative details Charit name Other name the charit uses Registered charity number Charity's principal address We mouth Round Table Charitable Trust Fund We mouth and Portland round table 1187413 208 BRIDPORT ROAD POUNDBURY DORCHESTER DT1 3BN Names of the charity trustees who manag¢ the Gharity Dates acted If notforwhole oar Trustee name Office Ilf any) Name of pe￿On lor body) entÉtled olnt tn*tee if a Brett Dunster Adam Luckhursl Simon LuGkhurst Oliver Stanton Andrew Graham 10 12 13 14 15 16 17 18 19 Cor orate trustees- names of the dlrectors at the date thè re ortwas a roved Director name Namp of tru*ees holding title to property belonging to the charty Trusteg namo Datas actsd If not'foT whoEe Funds held as custodian trustees on behalf of others Descriplion of the as*ts NIA held in this capacity Name and objects ofthe harity on whose behalf the assets are held and how this falls within the custodian charity's objects NIA Details of arrangements for safe custody and segregation of such as5gts from the charity's own assets NIA Additional information (optional) Names and addresses of advlsers (Optional infomiationl Type of Name Address adviser Name of chief executivo or names of senior staff members (Optional Information Exemptions from disclosure Reason for non-disGlosure of ke ersonnel details Other o tional infomiation As wo are a srnall charity I belleve we are exempt from having our account5 exlernally audited. I don't belleve we have carried this out previously. Declarations The trusts85 declare that they have approved the trustees, report above. Signed on behalf of the charity's tnBtees Signature(s) Full namels) Posltlon (eg Secretary, Chalr, etc) Date 11.03.loL CHARITY COMMISSION FOR ENGLAND AND WALE5 Receipts and payments accounts CC16a For the pttlod from To Section A Receipts and payments Unrestricted funds to the nearest Restricted funds Endowment funds Total fund¥ Last y•ar to Ihe n08ro8t£ toth• th•ar•&t£ to thg noargstt toth& neare8t£ A1 Recelpts Oonabons Received Ch3ntableAchviles Other Tfading A¢iiwb66 18,470 6.3B3 1.538 18,470 6.383 1,538 Sub total(Gmss income for AR) 26,391 26,391 A2 Asset and Investment sales. (see table). Sub tot&1 26,391 24391 A3Pa rnents Individual donations 0th8r Charitses Org8nrsaty'w5 Inon-¢h8rityl 570 14,916 6,332 570 8.332 Sub total 21.818 21.818 A4 Asset and Investment urCha￿. see tsblo Sub total 21,818 21.818 hlet of recelpts/(payments) A5 Transfers between funds A6 Cash fund3 last year end Cash funds thls year end 4,573 4,S73 1.928 6,601 1.928 6.501 CCXX R1 accJ)unts ISSI 2810212025 Section B Statement of assets and liabilities at the end of the period UnTe8trlcted Restrlcted funds ftind8 to n88re8t £ to n•arEst £ Endowment funds lo near08t £ Cilt&g'orle$ Detail$ Bl Cash funds Cash balan 6.501 Total cash funds 6,501 BwJit{sll Unmtrl¢t•d fund8 to nearest £ Re6trlcted funds to nèarèst £ Endowment fund¥ ¢0 nearest £ Detalls Fund to whlch 88801 b8lon Co81 Ioptionall Currentvalug onal DeiaÈls Fund towhkh asset belon Curret)t¥8ltr• onal Detalls Costloptbnafl B4 A888ts rotaln•d for the charity's own uso Fund toythlch rtlJt•5 Amount duè Itana When duo onal Details B5 Llabllltles Signed by ono or ts¥o trust809 behalf of 811 the tnJstee¥ Signature Pdnt Nama Dat& of roval CCXX R2 ac£ounls ISSI 2810212025 CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 0110612022 To 3110512023 Charity name: WEYMOUTH ROUND TABLE CHARITABLE TRUST FUND Charity registration number: 1187413 Objectives and Activities SORP referencè Para 1.17 Summary ofthe purposes of the charity as set out in its governing document The Weymouth round tsble operates to support people in the Weymouth and Portland area. The money raised from local events are distributed out to those in ne8d within this vicinit The Weymouth Round Table has organised fundraising evenls, received eontributlons through a JustGlvlng page, and secured donations from varlous corporale sponsors. The funds raised have been allocaled to support local organisations, including Ihe Weymouth Amateur Boxing Club and the Portland Gig Riwiing Club. Additionallyy a portion of the funds has been directed towards the annual Summerfest event. which is held each year to generate financial Support for local charitable causes. The trust&es of the Weymouth Round Table Charltable Trust Fund confirm that they have had due regard to the guldance issued by the Clarity Commission on public benefit when maklng de¢islons ragarding th8 Trusvs activitie5 and funding allocations. Summary of the main aGtivilies in relation to those purposes for the public benefrt, in particular, the activities, projects or services identified in the accounts. Para.1.17and .1.19 stat6ment confirming whether Ihe trustees have had regard to the guidan issued by the Charity Commission on public nefit 'Para 1.18 In Ilne ￿1th thls guldance, the trustees ensure that all Gharitable funfls arg used In a manner that dlreclly beneflts th publicy particularly by supporting local organlzatlons. communlty prolects, and charitab19 initiatives that align with th• Trust's objectives. The truslees regularly review the Trust's activits.es to ensure that they Gontinue to provide meanlngful and measurable beneffts.to the community while maintaining compliance with regulatory The Trust remains COTnmitted to transparencyy accountablllty, and the responsible managemont of its financial resources to maxlmlse publlc benefit and uphold the principles set out by the ChaTi Commission. Additional inforniation (optional) You ma choose to include furtherstatements where relevant aboutr. SORP ￿ferenc& Para 1J8 Policy on grant making Policy on social investment including program related investment Para 1.38 para 1.38 Contribution made by volunteers Other Achievements and Performance SORP ref8r8nce The Weymouth round table organised various fund-raising events for good causes. This included a charity raffle, wine tasting and a charity race nighL The round tsble have used these funds to donate to variou5 Gharities and organlsations. A donation to the Famous Old Spa meant that they could purchase a defibrlllator. Anolher donation made to Portland Gig Rowing Club meantthatthey could purchase nowèquipment and kit. Summary oflhe main achievements of the charty, Identlfylng the differen￿ the charity's work has made to the circumstances of its beneficiaries and any wider benefrts to society as a whole, Para 1,20 Addltlon You ma l infomia hoose to include further statemenls where relevant aboul. Achlevements against obj8Ctiv96 set Para 1.41 Performance of fundraising activities against oil'eclives set Para 1.41 Invgstment performanG6 against objectives Para1.41 Other Financial Review Review of the charty's financial position at the .end ofthe period Para 1.21 At yoar end, the round table are leftwlth a balance of £6501. This is a good amount of fundsto have so thatwe can Continue to organlse bigger and better fund raising events in the new finanGial ear. The Weymouth Round Table is committed to maintalnlng adequate financlal reserves to ensure Its continued ability to oryanize and faGilitate future fundraisln events. £6501 Statement explaining the policy for holding reseNes stating wvhy they are held Para 1.22 Amount of reserves held Reasons for holding zero reserves Delails of fund materially in deficit Exp18nation of any uncertainties about the charity continuing as a going concem Para 1.22 Para 1.¥2 Para 1.24 NIA Parn 1.23 NIA Additional information (optional) You ma choose to indude further statements where relevant about.. The chartiy's principal sour￿5 of funds (including any fundraising) Para 1.47 Inveslment policy and objedives including any social investment poliGy adopted Pai4 1.,46 A description of the principal risks facing the Gharity Para 4.16 other Structure, Governance and Management Description of charity's trusts.. Type of governing document Para 1.25 How is th8 charity constituted? Para 1.25 pd Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or mor8 trustees P818 1.25 Additional informatlon (optlonal) You ma choose to include further statements where relevant atK)Ut'. Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity's organisational structure and any wider network with which the charity works Para 1.51 Relationship with any related parties Para 1.51 Other Reference and Administrative details Charit name Other name the charit uses Registered charity number Charity's principal address We mouth Round Table Charitable Trust Fund We mouth and Portland round table 1187413 208 BRIDPORT ROAD POUNDBURY DORCHESTER DT1 3BN Names of the charity trustees who manag¢ the Gharity Dates acted If notforwhole oar Trustee name Office Ilf any) Name of pe￿On lor body) entÉtled olnt tn*tee if a Brett Dunster Adam Luckhursl Simon LuGkhurst Oliver Stanton Andrew Graham 10 12 13 14 15 16 17 18 19 Cor orate trustees- names of the dlrectors at the date thè re ortwas a roved Director name Namp of tru*ees holding title to property belonging to the charty Trusteg namo Datas actsd If not'foT whoEe Funds held as custodian trustees on behalf of others Descriplion of the as*ts NIA held in this capacity Name and objects ofthe harity on whose behalf the assets are held and how this falls within the custodian charity's objects NIA Details of arrangements for safe custody and segregation of such as5gts from the charity's own assets NIA Additional information (optional) Names and addresses of advlsers (Optional infomiationl Type of Name Address adviser Name of chief executivo or names of senior staff members (Optional Information Exemptions from disclosure Reason for non-disGlosure of ke ersonnel details Other o tional infomiation As wo are a srnall charity I belleve we are exempt from having our account5 exlernally audited. I don't belleve we have carried this out previously. Declarations The trusts85 declare that they have approved the trustees, report above. Signed on behalf of the charity's tnBtees Signature(s) Full namels) Posltlon (eg Secretary, Chalr, etc) Date 11.03.loL