
## **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<br>2<br>3<br>4<br>5<br>6|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee(if any)**|
|---|---|---|---|---|
||Michael Francis<br>Robert Cooper|Finance|||
||Christopher Mark<br>Fox|Chairperson|||
||Graeme Hodges||||
||Lucy Ellen Yuille<br>Fox||||
||Lyn Hodges||||
||Nichola Katherine<br>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** 

**TAR** 

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** 

**TAR** 

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** 

**TAR** 

3 



**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** 

**TAR** 

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** 

**TAR** 

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** 

**TAR** 

6 



## **Megan's Wish List** 

## **Registered Charitable Incorporated Organisation No 1157562** 

|**Receipts and Payments account**<br>**Receipts**<br>**_MWL own events_**<br>Gross<br>income<br>Gross expenditure<br>_Net surplus/(deficit) from MWL events_<br>**_Third party events_**<br>Net<br>income<br>Incidental expenditure<br>_Net surplus/(deficit) from third party events_<br>Donations<br>Collection boxes<br>Online giving<br>Payroll giving<br>Gift aid<br>Chocolate umbrella<br>Promotional goods sales<br>**_Total receipts_**<br>**Payments**<br>Promotional goods<br>Facebook events<br>Public liability insurance<br>General admin costs<br>**_Total payments_**|**£**<br>**£**<br>0<br>0<br>0<br>0<br>0<br>0<br>0<br>0<br>0<br>58<br>0<br>0<br>0<br>58<br>0<br>0<br>0<br>(463)<br>(463)<br>(404)<br>(988)<br>(1,392)<br>**Year ended  31 March 2021**|**£**<br>**£**<br>0<br>0<br>0<br>0<br>0<br>0<br>0<br>0<br>0<br>58<br>0<br>0<br>0<br>58<br>0<br>0<br>0<br>(463)<br>(463)<br>(404)<br>(988)<br>(1,392)<br>**Year ended  31 March 2021**|
|---|---|---|
||||
|||58|
|||0<br>0<br>0<br>(463)|
|||(463)|
||||
|**_Net surplus/(deficit) from activities for period_**||(404)|
|**_Distributions to beneficiaries in period_**<br>**_Accumulated surplus/(deficit) for period_**|||
|||(988)|
||||
|||(1,392)|





|Money transferred in from old MWL fund<br>Accumulated surplus/(deficit) brought forward<br>Accumulated surplus/(deficit) carried forward<br>**Represented by:-**<br>Balance at bank at end of period<br>Balance of cash at end of period<br>_Total assets of trust at end of period_|0<br>2,850|
|---|---|
||1,458|
||1,458<br>0|
||1,458|



## **Approved by Trustees on** 

**29 January 2022** 

