Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 01 04 2020 To 31 03 2021
Section A Reference and administration details
Charity name[Megan’s Wish List ]
Other names charity is known by
Registered charity number (if any) 1157562
Charity's principal address The Vicarage, Birling Road Ryarsh Kent Postcode ME19 5LS
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| Michael Francis Robert Cooper |
Finance | |||
| Christopher Mark Fox |
Chairperson | |||
| Graeme Hodges | ||||
| Lucy Ellen Yuille Fox |
||||
| Lyn Hodges | ||||
| Nichola Katherine Cooper |
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
March 2012
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1
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
Constitution
- (eg. trust deed, constitution)
How the charity is constituted
CIO - Foundation
- (eg. trust, association, company)
Trustee selection methods
Appointed by trustees
- (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.
March 2012
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2
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
Fund raising & promote the physical and mental health of children from birth to teenage years, suffering from life changing disabilities and potential life shortening illnesses who reside within the districts of Tonbridge and Malling, Sevenoaks, Tunbridge Wells and Maidstone in the county of Kent, through the provision of financial assistance, support, education and practical advice and assistance.
The charity is very focused on the Charity Commissions guidance on public benefit and we bear this in mind when discussing and planning at our trustee meetings.
Through our charities work we have funded short breaks away, days out, memorable experiences/activities and provision of equipment and accessories.
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)
We continue to develop our links with local health trusts and promote awareness of our activities and fund-raising events via the website, through social media and local media, to broaden the awareness of the charities work under the following Charity Commission classification;
-
GENERAL CHARITABLE PURPOSES
-
CHILDREN/YOUNG PEOPLE
-
MAKES GRANTS TO INDIVIDUALS
-
OTHER CHARITABLE PURPOSES
March 2012
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Additional details of objectives and activities (Optional information)
Our charity is extremely grateful and appreciative of the phenomenal ongoing support given by the volunteers, who offer their services and make our charities achievements possible.
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
March 2012
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4
Section D Achievements and performance
Summary of the main achievements of the charity during the year
The promotion of awareness for our charity, its goals and objectives;
| • | Bereavement support to local family and assistance and guidance |
|---|---|
| into setting up their own charity. | |
| • | Ongoing assistance and support to local families with children |
| facing life changing illnesses/disabilities. |
March 2012
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5
Section E Financial review
Brief statement of the charity’s policy on reserves
The charity has yet to establish capital that may necessitate a reserves policy. Accordingly, at the date of this report the charity has no reserves policy. The trustees will review as required.
Details of any funds materially in deficit
No funds in deficit
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.
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) Christopher Mark Fox Position (eg Secretary, Chair, Chair etc) Date 22nd January 2022
March 2012
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6
Megan's Wish List
Registered Charitable Incorporated Organisation No 1157562
| Receipts and Payments account Receipts MWL own events Gross income Gross expenditure Net surplus/(deficit) from MWL events Third party events Net income Incidental expenditure Net surplus/(deficit) from third party events Donations Collection boxes Online giving Payroll giving Gift aid Chocolate umbrella Promotional goods sales Total receipts Payments Promotional goods Facebook events Public liability insurance General admin costs Total payments |
£ £ 0 0 0 0 0 0 0 0 0 58 0 0 0 58 0 0 0 (463) (463) (404) (988) (1,392) Year ended 31 March 2021 |
£ £ 0 0 0 0 0 0 0 0 0 58 0 0 0 58 0 0 0 (463) (463) (404) (988) (1,392) Year ended 31 March 2021 |
|---|---|---|
| 58 | ||
| 0 0 0 (463) |
||
| (463) | ||
| Net surplus/(deficit) from activities for period | (404) | |
| Distributions to beneficiaries in period Accumulated surplus/(deficit) for period |
||
| (988) | ||
| (1,392) |
| Money transferred in from old MWL fund Accumulated surplus/(deficit) brought forward Accumulated surplus/(deficit) carried forward Represented by:- Balance at bank at end of period Balance of cash at end of period Total assets of trust at end of period |
0 2,850 |
|---|---|
| 1,458 | |
| 1,458 0 |
|
| 1,458 |
Approved by Trustees on
29 January 2022