Swansea Round Table Charitable Trust Fund

Registered charity 1162912 CIO Registered since 2015

Operates: Carmarthenshire, Neath Port Talbot, City Of Swansea

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Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.

trustees on the board

6.8y median 8y

average tenure

11y

longest tenure

trustees past 6 years

11.3y

average years in governance

3 vs 0 portfolio

first-time trustees

company-linked trustees

Sector coverage

General Charitable Purposes 4Education/training 1

Commercial experience

Health and social care 1

Gaps to watch

Several long-serving trustees could step down together
Narrow spread of causes across the board

Boards that share trustees

Gerallt Davies Foundation 1 shared trustee

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Related organisations

Gerallt Davies Foundation 1 shared trustee
Perseverance NO164 Lodge Benevolent Fund Similar size; both General purposes
The Friends of Stoke ST Gregory Primary School Similar size; both General purposes
Unity of Children Similar size; both General purposes
The Lucy Heathcoat Amory Charitable Trust Similar size; both General purposes
Friends of Heronsgate Similar size; both General purposes

Boards that overlap with this one through shared trustees, or govern in the same field. Deterministic, from public records.

Contact

Website	http://www.swansearoundtable.org.uk/
Email	enquiries@swansearoundtable.org.uk
Phone	01792410100
Address	c/o Bevan Buckland LLP, Ground Floor, Cardigan House, Castle Court, SWANSEA, CITY AND

Finances

£3,335 latest income

Year	Income	Spending
2021	£1,250	£1,915
2022	£3,075	£3,014
2023	£766	£0
2024	£4,355	£4,131
2025	£3,335	£1,678

What it does

What

General Charitable Purposes

Who

The General Public/mankind

How

Makes Grants To IndividualsMakes Grants To OrganisationsProvides Human Resources

Charitable objects

FOR SUCH CHARITABLE PURPOSE OR PURPOSES ACCORDING TO THE LAWS OF ENGLAND AND WALES IN GREAT BRITAIN AND ELSEWHERE WORLDWIDE AND OR TO OR FOR THE BENEFIT OF SUCH ONE OR MORE CHARITABLE BODIES TRUSTS ASSOCIATIONS INSTITUTIONS OR ORGANISATIONS ESTABLISHED FOR SUCH CHARITABLE PURPOSES AS AFORESAID AND IN SUCH SHARES AND IN SUCH MANNER AS THE CLUB IN ORDINARY MEETING SHALL IN ITS ABSOLUTE DISCRETION DETERMINE OR SELECT. THE CLUB SHALL COMMUNICATE SUCH DETERMINATION OR SELECTION TO THE TRUSTEES IN WRITING.

Governing document: CIO - Association Registered 29 Jul 2015

Trustees (4)

4trustees

86median age

1aged 70+

Hefin Jonesage 86 Chair since 2015
Henry Lloyd Davies ACA since 2018
Jonathan Jones since 2018
Jonathon Williams since 2026

Connected charities (1)

Gerallt Davies Foundation 1 shared trustee

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