CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 0110612023 To 3110512024 Charity name: WEYMOUTH ROUND TABLE CHARITABLE TRUST FUND Charity registration number: l 187413 Objectives and Activities SORP reference Para 1.17 Summary of the purposes of the charity as set out in its governing document The Weymouth round table operates to support people In the Weymouth and Portland area. The money raised from loGal events are dSstributed out to those in need within this vicini The Weymouth Round Table has organised fundraising events, received contributions Ihrough a JustGiving page, and secured donatlons from various corporate sponsors. Th8 funds raised have been allocated to support local organisations. including tho Dorset and Somerset Air Ambulance. The Round Table also used a portion of the funds to purchase two defibrillators for Weyrnouth Harbour. Addltionally, a portion of the funds has been directed towards the annual Summ8rf83t even( which is held each year to generate fjnancial support for local charitable causes. The trustses of the Weymouth Round Table Charitable Trust Fund confirn) that they have had due regard to tha guidance issued by the Charlty Commission on public benefit when maklng declsions regarding the TrusV8 activities and funding allocations. Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Pam1.17and 1.19 Statement confimiing whether the truslees have had regard to the guidanc8 issued by the Charity Commission on public benefit Pars 1.18 In line with thls guidance, the trustees ensure that all charitsble funds are used In a manner that directly benefits the publi¢, particularly by supporting lo¢al organisations, communlty projects, and charitable initiatives that align with the Trust's objectives. The trustees gularly review the Trusvs activities to ensure that they continue to provide meaningful and measurable benefits to compllance with regulatory re'quirements. The Trust remains committed to transpar8ncy. aGcountabilityi and the responslble management of its financial resources to maximise public benefit and uphold the principles set out by the Chari Commission. Additlonal Informatlon (optional) You ma choose to indude further statements where relevant aboLrt: SORP referen Para1. Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other Achievements and Performance SORP FEfEren The Weyn7outh round table oryanised various fund-raising ev8nts for good causes. This included a charlty raffle, wine tasting and a Gharity race nighL The round table have used these funds to donate to various charities and organisalions. The Round Table purchase two defibrlllators for Woymouth Harbour. Lastlyi The Round Table organtsed Summerfest, whlch raised money forTha Dorsgt Air Ambulan¢e- donatlng £23,000. Summary of the main achievem6nl$ of the Gharity, identifying the differen￿ the charity's viork has made to the circumstances of its beneficlarles an'd any wider beneftts to Society as a whole. PBra 1.20 compllance wlth regulatory requirements. The Trust remains committed to transparency, accountablllty. and the responsible managemont of its financial resources to maximise publlc benefit and uphold the principles set out by the Chari Commission. Addltlonal Tnfomlation (optional) You ma choose lo inGlude further statements where relevant about: SORP ￿eranc& Para 1.38 Policy on grant making Para 1.38 Poll¢y on social investment including program related investment Par8 128 Contribution made by voIUnt66rs other Achievements and Performance SORP referenco The Woymouth round tsble organised various fund-ralslng events for good causes. Thls Included a chariiy raffle, win8 tasting and a charity race nlohL The round table have used these funds to donate to various Gharities and organlsatlons. A donation to the Famous Old Spa meant that they could purchase a defibrlllator. Another donation made to Portland Gig Rowing Club mealltthat they could purchase new equlpment and kil. Summary of.th8 rnain achievements cf the chartty, identifying the difference the charity's work has made to the drcumstances of its beneficiaries and any wtder benefits to soclety as a whole. Par8 1.20 Additional inforniation (optional) You m8 choose to include further statements where relevant aboLrt: Achievements against objectiV98 S8t Para 1.41 PerfOrrnan￿ of fundralsing activities against objectN&s Para 1.44 Investment perforthart against objoclives Para.1.41 Other Financial Review Review of the oharity's financial position at the end of the period Para 121 At year end, the Round Tablè held a balance of £17,247.62. This strong fihancial positlon ensures that the charity is well placed to continue organizlng Impactful fundraising events in the comin ear. The Weymouth Round Table is comrnltted to maintaining adequate financial reserves to support future charitable activitles and events. £17247 Statement explaining the policy for holding reseNes slating why they are held Para 1.22 Amount of reserves held Reasons for holding zero reserves Details of fvnd malerlally In d6ficil Explanation of any uncertainties about the charity continuing as a going concem Para 1.22 Para 1.22 Para 1.24 NIA Para 1.23 NIA Additional infomiotion (optional You ma choose to include further statements where relevant about.. The tharity's principal sources of funds (including any fundraising) Para 1.47 Investment pollcy and objectives including any social inveslment policy adopted Para 1.48 A descrlption of the principal risks faGing the charity Para 1.4è Other Structure, Governance and Management Description of charrty's trusts.. Type of goveming do¢ument Para 1.25 How is the charity constituted? Para 1.2S 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 more trustees Para 1.25 Additlonal infonnation loptional) You ma choose to include further statements where relevant about- Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity's organisational structure and any wider ne￿ork with which the charity works Para 1.51 Relationship with any related parties Para 1.51 other Reference and Administrative details Chari name Other name the chari uses Registered charity number Charity's principal address mouth Round Table Charitable Trust Fund moLrth and Portland round table 1187413 208 BRIDPORT ROAD POUNDBURY DORCHESTER DT1 3BN Names of the charlty trustees who manage the charity Dates acted If not for wholg ear TN5tee name Offtce lif any). Name of person {or bodyl entllled toa oint trustse ifan Brett Dunster Adsm Luckhurst Simon Luckhurst Oliver Stanton Andrew Graham 10 12 13 14 15 16 17 18 19 20 Cor orate truste8s- names of the ditectors at the date the re Director namè ortwasa roved Name of ttustees holdlng title to property belonging to the charity Tru$tee nome Dates acted il not for whole Funds held as custodian trustees on behalf of others Description of the assets NIA held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian harity's objects NIA Details of arrangem8nts fo.r safe custody and segregation of such assets from the charity'.s own assets NIA Addltional information (optional) Names and addresses of advisers (Optional Informatlon) Typo of Name Address adviser Name of chief executive or names of senior staff members (Optional information) Exemptions from disclosure Reason for non-disclosLire of ke ersonnel details Other o tional info.rmation As we are a Small charity I believe wo are axempt from having our accounts exterTrally audited. I don't bo1i8ve wa have carrled thls out previously. Declarations The trusteos declare that they have approved the trustees, report above. Signed on behalf of the charity's trusteos Signaturelsl Full namels) Posltlon (eg Secretary. Chair, etc) Adarn Luckhurst Simon Luckhurst TNstee Trustee Date 3010612025 CHARITY COMMISSION FOR ENGLAND AND WALES Receipts and pa ments accounts CC16a For the period from To Section A Receipts and payments Unrestrlcted fund8 tothtr knoamst R¢¥trlcted funds Endowment funds Total funds Last year tottw n8aYe8t£ to thg ng•rest£ toth• near88t£ A1 Recelpts Donthons CharilatrAeA¢tyvites otl*rTrading Activthes 12.703 20,370 35.996 Sub totsl(Gros$ incomp for AR) A2 Ass•t and Inv•stmènt sal•$. {$e• tabl•l. 89.069 Sub total 69.069 A3Pa ments IDdividua1 donatians Qlhercharilies Organisabon5 Inw-Gh4rtyl 4,684 .990 23,748 23.74# Sub total 323 A4 A¥set and investment urchases, s•e tabl• Sub totsl 58.323 seJ23 Net of recelpts/(payments) A5 Tran$f•rs bètween funds A6 Cash funds last year end Cash fiinds th18 year end 10,746 10,748 6,$01 17,247 6,$01 17,247 CCXX R1 accounts ISSI 301C6r2025 Section B Statement of assets and liabilities at the end of the period Unrestricted fund$ Re5tri¢ted funds ¢0 no•r￿tt Endowmènt funds to noarest £ Categorie8 Details ¢0 nearext£ 81 Cash fund8 Cash balarte rotsl cash funds 14greo b*rn¥¥Mh iK4ptsand pa￿?￿ts attOLrtI*ii Unrestricted fund8 Rfrstrlct•d fvnd$ Endowment funds to nearest £ D•talls to nearpJt£ to nwtroste Fund to wh1¢ asset belo Currentv•lue Detalls Furbd to which aK•t bolgn ¢urront valu• onal Details B4 Assèts retained for th• charlty'6 own use Fund towhkh Amount due Details k*n•l B5 Llabiliti08 Spaned by one ortsvo tru51ees on behalf of all the trustee$ Data of roval Signature Print Nam& AYI LL)C.KllLiorr CCXX R2 accfjunts ISSI 3010612025