Trustees.. Annual Report for the period . Period start date Period end date From t)1 M 2&1 To 11 I bÉLI tt3 oection 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 Name of person (or body) entitled to appoint trustee ifan Trustee name Office (if any) Dates acted rf not for whole year Brett Moreton Neil Moreton: Pat Smalles John Smalles Section B Structure, governance and management Description of the charity's trusts Constitution Type of governing document J. ti iJ%t e4.ee*a, r•tilL$l10r%. How the charity is constituted Charitable Incorporated Organisation Trustee selection methods triPOIr:,- Appointed by Brett Moreton TAR March 2012
Section C < 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 Summary ofthe objects ofthe charity set out in its governing document (li) 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 Counal. Summary of the main activities undertaken for the public benefft in relation to these objects (includfrwithin this section the ststutory declaration that trustees have had regard to the . guidance issued by the Charity Commission on public benefit) 2023 was a quiet year for the Foundation as we remain fairly dormant currently. TAR March 2012
Section D. Achievements and performance,,. 2023 was a quiet year for the Foundation as we remain fairly dormant currently. Summary ofthe main achievements of the charity during the year Section E Financial review Currently we have no policy on reserves other than reserves will be held in our charity bank current account (HSBC). The Trustees do not forsee any changes to this practi. Brief ststement of the charity's policy on reserdes Detsils of any funds materially in deficit None Further financial review details (Optional infonnation) You may choose to indude additional information, where relevant about: the charity's principal sources of funds (induding any fundraising); how expenditure has supported the key objectives of the charity; investment policy and objectives induding 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) (IIFT olofit c Position (eg Secretsry, Chair, etc) iQthsTEE Date ft/11 /12fr TAR March 2012
CHARITY COMMISSION FOR ENGLAND AND WALES Ikli guc NolE((W r(wNOAlion] Receipts and payments accounts CC16a For the period from i /) /zozJ To 31 /?z AotS .Qafttinn A RaraintQ 2nA n2iimanto Unrestricted to the nearest Restricted funds to the nearest £ Endowment to the nearest £ Total funds to the nearest £ Last year to the nearest £ A1 Recei ts Individual Donations 227 227 Sub total(Gmss income forAR) A2 Asset and investment sales 227 227 Sub total 227 A3Pa ments Admin Fees Generdl Admin Supporting Projects 60 121 121 Sub total 1,206 1,206 A4 Asset and investment Sub total 1,206 Net of receipts/Cpavments) - A5 Transfers between funds A6 Cash funds last year end Cash funds this vear end 5,535 4,556 5,535 4,556 Section B Statement of assets and liabilities at the end of the period Unrestricted to nearest £ Restricted funds to nearest £ Endowment to nearest £ B1 Cash funds Cash in bank 4,556 Total cash funds 4,556 (agree balan¢xs Mfith receipts and paYftnts account (s)) Unrestricted funds Restricted funds Endowment funds to nearest £ to nearest£ to nearest £ CCXX R1 accounts (SS) 1911112024
Details Fund to whlch asset Cost (optlonal): Current value B3 Investment assets Detail Fund to lch asset Cost (optlonal) Current value B4 Assets retained for the charity's own use Details Fund to whlch Amount due B5 Uabilities Signed by one or two trustees on behalf of nature Print Name Date of a oval 04o£f i Dn/ Iq/ii I CCXX R2 accounts (SS) 1911112024