Trustees’ Annual Report for the period
From Period start date 1[st] April 2023 to Period end date 31[st] March 2024
Charity name:The Moira Fund
Charity registration number: 1129693
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To alleviate the distress of persons suffering a bereavement through the violent death of a loved one through murder or manslaughter |
| 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. |
Para 1.17 and 1.19 |
The charity makes grants to individuals and families in support of these objectives and may also make unsolicited grants to other organisations which provide services to traumatically bereaved victims The charity organises fundraising activities to provide the monies for the grant-makingTrustess |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | All Trustees have regard to the guidance issued by the Charity Commission |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | |
|---|---|
| Para 1.38 | |
| 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 reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Grants were made to individuals and families referred to the charity by Police Family Liaison Officers of Police Scotland, by Homicide Support Agencies of Victim Support, England and Wales, and Victim Support Scotland helping in many different ways to alleviate the financial and emotional stress experienced in the aftermath of murder In the year ending 31 March 2024 the increased demand of the previous year was sustained. All applications were responded to positively and more than 150 traumatically bereaved families nationwide were granted help. |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| Achievements against objectives set |
Para 1.41 | Objectives were reached |
| Performance of fundraising activities against objectives set |
Para 1.41 | Objectives were reached |
| Investment performance against objectives |
Para 1.41 | Investments were receiving little interest and so reserves have now been reinvested and so a better performance is expected |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity’s finances are healthy and our reserves also remain healthy |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | At present all at the charity are unpaid volunteers working hard to help others. Realistically this may change in the near future when principal officers die or are unable to function appropriately. The charity may need to employ a suitable person to oversee the valuable work done by The Moira Fund. Healthy reserves reassure the Trustees that if and when this situation arises, they will be prepared |
| Amount of reserves held | Para 1.22 | £179798 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed dated February 2009 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | The charity is managed by Trustees |
| 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 | There must be at least three Trustees all of whom are appointed for a term of three years by a resolution of the existing Trustees passed at a special meeting. |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and Para 1.51 training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | The Moira Fund |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1129693 |
| Charity’s principal address | The Moira Fund 37 Ferrers Road Weston Stafford ST18 0JN |
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) |
|---|---|---|---|---|
| Helen Beatrice Jones |
Chair | |||
| Colin D Field | DeputyChair | |||
| Peter Ward | Treasurer | |||
| Hubert Jones | Assistant Treasurer | |||
| Grant Hugh Jones | ||||
| Dianne Leslie | ||||
| John Leslie | ||||
| Rebecca Whitehouse |
||||
| Kate Ward | ||||
| Carol Thomas | ||||
| EmilyDangerfield | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
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 |
||
|---|---|---|
| Helen Beatrice Jones | Hubert Jones | |
Chair |
Assistant Treasurer | |
| 28 August 2024 | ||
| 28 August 2024 |
THE MOIRA FUND
ANNUAL ACCOUNTS- Financial year ending 31st March 2024
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||||||||||
|---|---|---|---|---|---|---|---|---|
|2023/24|2022/23|
|RECEIPTS|
|Donations|and|fundraising|30,148.11|31,723.94|
|Donations|and|fundraising|(Mydonate/GoldenGiving)|3,937.71|5,151.83|
|Scottish|Governant|Grant|- Victims|Surcharge|Fund|14,500.00|12,000.00|
|Gift Aid|(HMRC|generated from|general|receipts)|2,080.70|1,898.87|
|Bank|interest|(Santander|Business|account)|233.93|77.89|
|Interest|&|miscel.|2,846.62|540.31|
|Total|Receipts|53,747.07|51,392.84|
|PAYMENTS|
|Grants|and|donations|paid|44,312.87|49,415.26|
|Office|expenses|(Computer|I.T.|&|PO|box)|415.46|1,083.37|
|Printing|and|publicity|294.69|125.00|
|Travel|and|hotel|expenses|1,219.31|747.30|
|Consultancy|fees|80.00|80.00|
|Miscel|667.92|279.00|
|Total|payments|46,990.25|51,729.93|
|SURPLUS|FOR|YEAR|:|6,756.82|-|337.09|
|RESERVES|BROUGHT|FORWARD|173,041.26|173,378.35|
|RESERVES|CARRY|FORWARD|179,798.08|173,041.26|
|REPRESENTED|BY:|:|
|RBS/Cooperative|Bank|current|account|balance|39,783.10|95,064.46|
|Santander|Business|Reserve|Account|14.98|14.98|
|Santander|12|Month|Business|Account|-|77,961.82|
|Stafford|Railway|B.S.|140,000.00|-|
|TOTAL NET ASSETS|179,798.08|173,041.26|
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Pe y PS 3
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Reportto the trusteosl momb•rs of THE +0 On accounts for the year Ondod 31sP aa Chaflty no lrf•ny> IlJ)693 S•t out ¢>n p•qes I report to the trustees on my examination of the accounts of the aLTh? chanty (Ihe Trust.) for the year ended 3 13 rItC Responsibllltlos and AS the chanty trustees of the Trust. you are resne for the preparation basls of rgport of the accounts in [dance with tha raquiremants of the Chantses Act 2011 (Ihe Acr) l rnport in rnspect of my examination of the Tru8t's &u)urts carried out under section 145 of the 2011 Act arKI in carrying out my examinth'on, I have follow the applicable Direclions gr4en by Ihe Charity Commission under sedion 145(51(b} of the Act. I have u)mpl8ted my examination. l (x)nfim that no material matters have to my attention in connection with the exarrination whi( gives cause to believe thal in. any material Independent examinerfs ststement acmunlin9 record8 wero not kept in accordance with section 130 of the Act or the accounts do not ith the aCtMing re(a>rds I have no concems and hale come across no other matters in conneth'on ith the ax8minats.on to which attention should bè drawn in order to enable a proper urKlerslanding of the Kownts to be reathed. . Please delele the IrdS in the brnd(ets rfb)ey do not apply. S*ned: N•m•: Rel•vant prof•sslonal qualllkatlon(s) or body (ff any): AddfO$9: i RIJ STI& 3SQ IER October 2018
Section B Disclosure Onfy r3)mFAee rf the examner netsts to hhh"ght mattets of {see CC32, examiners}. Glve lrn brf•f dfjtslls of ary Il•ms that th• examln•r wknhes to dis¢lose. IER October 2018