DocuSign Envelope ID: 11326A1F-92BE-412C-A72E-7E0E2E7AF428
| Trustees' Annual Report for theperiod | |||||||
| From | Period start date | To | Period end date | ||||
| Day 06 |
Month 06 |
Year 2021 |
Day 05 |
Month 06 |
Year 2022 |
Section A Reference and administration details
Charity name EMS FOUNDATION
Other names charity is known by n/a
Registered charity number (if any) 1167498
Charity's principal address Bath House 16 Bath Row Stamford Postcode PE9 2QU
Names of the charity trustees who manage the charity
Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any) 1 Mr Anthony Franks Elizabeth Steyn, Founder 2 Elizabeth Steyn Chair 3 Mr Louis Steyn Elizabeth Steyn, Founder 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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DocuSign Envelope ID: 11326A1F-92BE-412C-A72E-7E0E2E7AF428
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
Constitution
- (eg. trust deed, constitution)
Charitable Incorporated Organisation How the charity is constituted
- (eg. trust, association, company)
Appointed by existing trustees Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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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;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
THE OBJECTS OF THE CIO ARE TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME IN PARTICULAR BUT NOT Summary of the objects of the LIMITED TO THE RELIEF OF THOSE IN NEED, BY REASON OF YOUTH, charity set out in its AGE, ILL-HEALTH, DISABILITY AND FINANCIAL HARDSHIP OR OTHER governing document DISADVANTAGE AND THE ADVANCEMENT OF ANIMAL WELFARE FOR THE PUBLIC BENEFIT BY MAKING GRANTS TO EMS FOUNDATION TRUST SOUTH AFRICA OR SUCH OTHER CHARITABLE BODY AS SHALL HAVE THE SAME OR SIMILAR OBJECTS.
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DocuSign Envelope ID: 11326A1F-92BE-412C-A72E-7E0E2E7AF428
During the year, the EMS Foundation has become operational and is fundraising only.
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)
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
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DocuSign Envelope ID: 11326A1F-92BE-412C-A72E-7E0E2E7AF428
Section D Achievements and performance
During the year, the EMS Foundation has become operational and is Summary of the main fundraising. achievements of the charity during the year
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DocuSign Envelope ID: 11326A1F-92BE-412C-A72E-7E0E2E7AF428
Section E Financial review
The charity does not yet have a reserves policy.
Brief statement of the charity’s policy on reserves
Details of any funds materially in deficit
n/a
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) Louis Steyn Full name(s) Anthony Franks Position (eg Secretary, Chair, Trustee Trustee etc) Date 20 March 2023
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DocuSign Envelope ID: 11326A1F-92BE-412C-A72E-7E0E2E7AF428
| EMS Foundation | EMS Foundation | EMS Foundation | 1167498 | 1167498 | 1167498 | CC16a | |
|---|---|---|---|---|---|---|---|
| For the period from |
06/06/2021 | To | 05/06/2022 | ||||
| Section A Receipts and payments | |||||||
| A1 Receipts | Unrestricted funds to the nearest £ 21,179 - - - - - - - 21,179 - - - 21,179 209 216 - - - - - - - 425 - - - 425 20,754 - 780 21,534 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 21,179 - - - - - - - 21,179 - - - 21,179 209 216 - - - - - - - 425 - - - 425 20,754 |
Last year to the nearest £ |
||
| Donations | 21,179 | 618 | |||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| Sub total(Gross income for AR) |
21,179 |
618 | |||||
| A2 Asset and investment sales, (see table). |
|||||||
| - | - | ||||||
| - | - | ||||||
| Sub total | - | - | |||||
| Total receipts A3 Payments |
|||||||
| 618 | |||||||
| BankingCharges | 209 | 408 | |||||
| Justgivingservice fees | 216 | - | |||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| **Sub total ** | 425 | 408 | |||||
| A4 Asset and investment purchases, (see table) |
|||||||
| - | |||||||
| - | |||||||
| **Sub total ** | - | - | |||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
|||||||
| 408 | |||||||
| 20,754 | - | - | 20,754 | 210 | |||
| - | - | - | - | - | |||
| 780 | - | - | 780 | 1,224 | |||
| 21,534 | - | - | 21,534 | 1,434 |
CCXX R1 accounts (SS)
20/03/2023
1
DocuSign Envelope ID: 11326A1F-92BE-412C-A72E-7E0E2E7AF428
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | |
|---|---|---|---|---|---|
| Categories B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Total cash funds (agree balances with receipts and payments account(s)) Cash at Bank Details Details Details |
Unrestricted funds to nearest £ 21,534 - - |
Restricted funds to nearest £ - - - - |
Endowment funds to nearest £ |
|
| 21,534 | - | ||||
| - | - | - | |||
| - | - | - | |||
| 21,534 | - | - | |||
| OK Unrestricted funds to nearest £ - - - - - - Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
OK | OK | |||
| Restricted funds to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - Amount due (optional) - - - - - |
Endowment funds to nearest £ |
||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| Current value (optional) |
|||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| Current value (optional) |
|||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| When due (optional) |
|||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - |
Signed by one or two trustees on behalf of all the trustees
| Signature | Print Name Anthony Franks Louis Steyn |
Date of approval |
|---|---|---|
| 20 March 202 | ||
| 20 March 202 |
CCXX R2 accounts (SS)
20/03/2023
2