2022-12-31-accounts - The Sue Moreton Foundation (Tsmf)

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Trustees' Annual Report for the period

Period start date Period end date 01 Jan 2022 31 Dec 2022 To

From

Section A

Reference and administration details

Charity name

The Sue Moreton Foundation

Other names charity is known by

TSMF

Registered charity number (if any) 1167581

Charity's principal address 16 Ebberston Road East Rhos on Sea, Colwyn Bay Conwy Postcode LL28 4DR

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 (if any)
	Brett Moreton
	Neil Moreton
	Pat Smailes
	John Smailes

1 March 2012

TAR


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)

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document (eg. trust deed, constitution) How the charity is constituted (eg. trust, association, company) Trustee selection methods (eg. appointed by, elected by)	Constitution
	Charitable Incorporated Organisation
	Appointed by Brett Moreton

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.

2 March 2012

TAR

Section C Summary of the objects of the charity set out in its governing document 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)	Objectives and activities	Objectives and activities
	The objects of the CIO are to advance health for the public benefit: (i) through the training of existing and future health professionals who wish to specialise in the field of health visiting, by making grants to such individuals; and (ii) by supporting projects and those who promote the issues prevalent in the postnatal period, by making grants to such individuals, groups or organisations, or creating our own projects to do such The intended beneficiaries are those members of the public residing in the following North Wales local authority areas: Conwy County Borough Council, Gwynedd Council, Isle of Anglesey County Council, Flintshire County Council, Denbighshire County Council and Wrexham County Borough Council. 2022 was a quiet year for the Foundation as we remain fairly dormant currently.
	The objects of the CIO are to advance health for the public benefit: (i) through the training of existing and future health professionals who wish to specialise in the field of health visiting, by making grants to such individuals; and (ii) by supporting projects and those who promote the issues prevalent in the postnatal period, by making grants to such individuals, groups or organisations, or creating our own projects to do such The intended beneficiaries are those members of the public residing in the following North Wales local authority areas: Conwy County Borough Council, Gwynedd Council, Isle of Anglesey County Council, Flintshire County Council, Denbighshire County Council and Wrexham County Borough Council.
		2022 was a quiet year for the Foundation as we remain fairly dormant currently.

3 March 2012

TAR

Section D Achievements and performance 2022 was a quiet year for the Foundation as we remain fairly dormant Summary of the main currently. achievements of the charity during the year

March 2012

TAR

Section E Financial review Currently we have no poliw on SeThe9 other than reserves will be held in charity bank current account (HSBCI. The Trustees do not for any changes to this pra¢tice. Brief statement of the charlty's policy on resorves Detalls of any funds matarlally In dgfi¢it None FUrtr Ilnanclal r•vl8w dotalls (Optional information) You may ¢hoos• to indude additional infomiation. where relevant about.. the chariWg princ4pal sources of funds (l1Uding any fundraising)., hthy expenditure has supported the key c4)je(aive8 of the charity", investrnent polity and objectives including any ethical investrnent policy 8dopted. Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. Slgn8d on behalf of the charlty's trustees Slgnaltsro($ Full namo(s) N. J( Posltlon {•9 Secretsry, Chalr, I q/ I28 10 TAR Mard) 2012

CHARITY COMMISSIO FOR ENGLAND AND WALES Receipts and payments accounts CC16a For the period from To Section A Receipts and payments Unrestricted funds to the nearest Endowment funds to the nearest £ Restricted funds Total funds Last year to the rnarest £ to the nearest £ to the nearest £ A1 Recei Irrflividual Dorkqtions 1,185 1,186 Sub total(Gmss income forAR) A2 Asset and investment sales, see table . 1,185 1,186 Sub total 1,185 1,186 A3Pa ments Admin Fees 60 Sub totsl 60 60 A4 Asset and investsnent urchases see table Sub totsl 60 60 Net of receipts/(payments) AS Transfers between funds A6 Cash funds last year end Cash fvnds this year end 1,125 1,125 4,410 5,535 4,410 6.535 Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nearest £ Restricted funds Endowment funds to nearest £ to nearest £ B1 Cash funds Cash In bank 5,635 Total cash funds 5,535 (agree balan(8 wh rIpts and payments ac(x>unt (s)) Unrestricted funds Restricted funds Endowment funds Details to rnarest £ to nearesA £ to nearest £ CCXX R1 accounts (SS) 1411012023

Fund to whlch asset belon Details Cost loptional) Current value tional Fund to which asset belon Detsils Cost (optional) Current value tional B4 Assets retained for the charity's own use Fund lo which relates Amount due tlonal When due lonal Details B5 Liabilities Signed by one or two trustees on behalf of all the trustees Signature Print Name Date of approval l) /io/I lj /i?/a3 CCXX R2 accounts (SS) 1411012023